Attachment 9 - Changes to NLSY97 Questionnaire
Attachment 9 - Changes to the NLS Questionnaire from R13-R14.doc
National Longitudinal Survey of Youth 1997
Attachment 9 - Changes to NLSY97 Questionnaire
OMB: 1220-0157
Attachment 9—Changes to the NLSY97 Questionnaire from Rounds 13 to 14
The Round 14 questionnaire will resemble the Round 13 questionnaire with few modifications. Below, we list the sections of the Rounds 13 and 14 questionnaires, with any changes planned between the two rounds. Edits are marked in red.
Household Information
Introductory questions will be updated to Round 14. These questions are Y-VERSION and YHHI-1200.
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YHHI-51940 What was the month of birth of your biological mother?
(Response options will be January through December and don’t know)
Default next YHHI-PARSIB-CHECK |
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Questions on siblings of biological parents will only be asked for Round 13 NIRs:
YHHI-PARSIB-CHECK
[R13COMPLETE]=0
If answer=1 then go to YHHI-52160
YHHI-52160
How many full siblings did your biological mother have? IF NEEDED: By full siblings, I mean that your parent and his/her sister or brother shared two biological parents. IF NEEDED: Please count all full siblings, even if they died young or prior to your parents’ birth.
YHHI-52165
How many full siblings did your biological father have? IF NEEDED: By full siblings, I mean that your parent and his/her sister or brother shared two biological parents. IF NEEDED: Please count all full siblings, even if they died young or prior to your parents’ birth.
YHHI-RELIG CHECK, update to Round 14.
YHHI Housing questions will be removed for Round 14:
YHHI-4505 will default to YHHI-44640A and all the YHHI-AST questions will be removed. All respondents will get housing questions in the Assets section.
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Childhood Retrospective
This section does not appear in Round 14.
Current Population Survey employment status questions
This section does not appear in Round 14.
Schooling
Remove YSCH-400C
YSCH-400A will default to YSCH-3101
YSCH-400B will default to YSCH-3101
College Choice
YCOC-003C: we will add Spring, Summer, Fall and Winter of 2011 as response options.
Employment
Questions on workplace injuries will be asked only for Round 13 NIRs:
YEMP-107500-loop-end will default to YEMP-INJ-CHECK
YEMP-INJ-CHECK:
[R13COMPLETE]=0
If answer=1 then go to YEMP-INJ-1
Default:YEMP-107600
Module for military veterans will only be asked for Round 13 NIRs.
YEMP-LOC 1100, 1200 and 1400_00002 will default to YEMP-VET-CHECKA
YEMP-VET-CHECKA:
[R13COMPLETE]=0
If answer=1 then go to YEMP-VET-CHECK1
Default next: YTRN-200
YEMP-119200 [] |
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INTERVIEWER:
MARK OFF WITH BRACKETS PERIOD BETWEEN [bjgapsoj_startdate([gap
dates])~X] and [bjgapsoj_enddate([gap dates])~X] ON ROW B OF THE
CALENDAR.
You said you
were not working between [bjgapsoj_startdate([gap dates])~X] and
[bjgapsoj_enddate([gap dates])~X]. That would be about
[gaps_weeks([gap dates])] week(s) when you were not working.
During
how many of these weeks were you looking for work or on layoff from a
job?
Enter Number: |
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If Answer >= -2 AND Answer
<= -1 Then Go To YEMP-119410A
If
Answer = 0 Then Go To YEMP-119410A
Default Next: |
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Lead-In: |
YEMP-119000 [1:999] |
YEMP-119300 [] |
Section: Employment |
How many of those [(number)([gap dates])] weeks were you actually looking for work?
Enter Number: |
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If Answer = 0 Then Go To YEMP-119410A
Default Next: |
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Lead-In: |
YEMP-119200 [Default] |
YEMP-119400 [] |
Section: Employment |
HAND
R SHOWCARD T
Please look
at this list of activities that people sometimes use to find a job.
Which of them did you use to look for work?
SELECT
ALL THAT APPLY.
INTERVIEWER:
DO NOT READ CATEGORIES EXCEPT TO PROBE AS NEEDED
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1 CONTACTED EMPLOYER DIRECTLY OR INTERVIEWED |
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2 CONTACTED PUBLIC EMPLOYMENT AGENCY |
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3 CONTACTED PRIVATE EMPLOYMENT AGENCY |
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4 CONTACTED FRIENDS OR RELATIVES |
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5 CONTACTED A SCHOOL OR UNIVERSITY EMPLOYMENT CENTER |
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6 SENT OUT RESUMES OR FILLED OUT APPLICATIONS |
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7 CHECKED UNION OR PROFESSIONAL REGISTERS |
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8 PLACED OR ANSWERED ADS |
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9 OTHER ACTIVE METHODS (such as bidding on a contract or auditioning for a part in a play) |
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10 LOOKED AT ADS |
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11 ATTENDED JOB TRAINING PROGRAMS OR COURSES |
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12 NOTHING |
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13 OTHER PASSIVE METHODS (such as studying for a real estate license or picking up a job app) |
Default Next: |
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Lead-In: |
YEMP-119300 [Default] |
YEMP-119400CHECK [] |
Section: Employment |
[BJGAPSOJ_ENDDATE([gap dates])]==[the current date]
COMMENT: This gap is current
If Answer = 1 Then Go To YEMP-119400A
Default Next: |
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Lead-In: |
YEMP-119400 [Default] |
YEMP-119400A [] |
Section: Employment |
INSELECTION([YEMP-119400([gap dates])], 12)
If Answer = 1 Then Go To YEMP-119410A
Default Next: |
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Lead-In: |
YEMP-119400CHECK [1:1] |
YEMP-119400BB [] |
Section: Employment |
INSELECTION([YEMP-119400([gap dates])], -2)
If Answer = 1 Then Go To YEMP-119410A
Default Next: |
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Lead-In: |
YEMP-119400A [Default] |
YEMP-119400BC [] |
Section: Employment |
INSELECTION([YEMP-119400([gap dates])], -1)
If Answer = 1 Then Go To YEMP-119410A
Default Next: |
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Lead-In: |
YEMP-119400BB [Default] |
YEMP-119400B [] |
Section: Employment |
Of the
methods that you used, which of them used the Internet, for example,
e-mail or a web-site?
(SELECT
ALL THAT APPLY.)
INTERVIEWER:
IF NO METHODS USE THE INTERNET, SIMPLY PRESS <SUBMIT AND
CONTINUE>.
Default Next: |
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Lead-In: |
YEMP-119400BC [Default] |
YEMP-119400AB [] |
Section: Employment |
ISVAREMPTY ([YEMP-119400B([gap dates])])
If Answer = 1 Then Go To YEMP-119410A
Default Next: |
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Lead-In: |
YEMP-119400B [Default] |
YEMP-119400C [] |
Section: Employment |
Did the employer require you to use the Internet or were there other options? For example, could you have made a visit, placed a telephone call, or sent something by U.S. mail instead?
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1 EMPLOYER REQUIRED INTERNET |
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2 NON-INTERNET OPTIONS WERE AVAILABLE |
Default Next: |
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Lead-In: |
YEMP-119400AB [Default] |
YEMP-119410A If YEMP-119300=(number)(gap dates) COMMENT: If R has been looking for work during the entire gap.
If Answer=1 go to 119500 Default next YEMP-119410AA
YEMP-119410AA Have you been doing anything to find work in the last 4 weeks?
1 Yes –Go to YEMP-119500 2 No 3 Retired 4 Disabled 5 Unable
Default next : YEMP-119410B
YEMP-119410B Do you currently want a job, either full-time or part-time? 1 Yes, or maybe, it depends 2 No 3 Retired 4 Disabled 5 Unable
Default next: YEMP-119410C
YEMP-119410C Could you currently start a job if one is offered to you? 1 Yes 2 No
Default next: YEMP-119410D
YEMP-119410D What is the main reason you were not looking for work during the last 4 weeks?
INTERVIEWER: DO NOT READ LIST
1 Believes no work available in line of work or area 2 Couldn’t find any work 3 Lacks necessary schooling, training, skills or experience 4 Employers think too young or too old 5 Other types of discrimination 6 Can’t arrange childcare 7 Family responsibilities 8 In school or other training 9 Ill health, physical disability 10 Transportation problems 11 Other
Default next: YEMP-119500
YEMP-119500 [] |
Section: Employment |
([gaps_weeks([gap dates])]) - ([(number)([gap dates])])
COMMENT: The number of weeks respondent was not working for self and not looking for work is greater than 0
If Answer >= -999 AND Answer <= 0 Then Go To YEMP-119700-LOOP-END
Default Next: |
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Lead-In: |
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YEMP-119600 [] |
Section: Employment |
My computer is showing a total of [(number)([gap dates])] week(s) that you were not working, looking for work or on layoff. Please think about this whole period now.
Default Next: |
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Lead-In: |
YEMP-119500 [Default] |
Training
No changes have been made for Round 14
Health and Major Events
Major events questions will no longer be asked for NIRs
Remove YHEA-1007 ELIG, YHEA-2304 and the whole series. YHEA-2305A to YHEA-3030
Health module for Age 29
To be fielded in Round 14 to individuals born in 1981. (see YHEA-29-50 below)
Also to be fielded to Round 13 NIRs who are age eligible. Add a machine check here (YHEA29-51) after YHEA-29-50
YHEA29-50 [] |
Section: Health 29 |
[KEY_AGEDOL]>=17
COMMENT: Respondent was born in 1981
If Answer = 1 Then Go To YHEA29-100
Default Next: |
YHEA29-51
[R13COMPLETE]=0 && [KEY_AGEDOL]>=16
COMMENT: Respondent did not complete Round 13 interview and was born in 1980
If answer=1 then go to YHEA29-100
Default next: YTEL-70
SAQ1
The planned rotation will be implemented, with some changes:
For Round 14, we plan to add questions on parent communication with youth, and the mental health scale. Parent supportiveness will be asked in Round 15.
YSAQ-000B defaults to YSAQ-600
YSAQ-600 [] |
Section: SAQ |
([BIOADOPTMOMLIVE]
== 1) && ([NOCONTACTMOMADOPTMOTHER] == 0)
COMMENT:
R's biological OR adoptive mother is alive and he has been in contact
with respondent since Round 1
If Answer = 1 Then GoTo YSAQ-350A2_1 |
Default
Next: YSAQ-602
YSAQ-350A2_1 [] |
Section: SAQ |
In a typical month, how many times do you communicate (email, phone, mail, or face to face) with your mother [SAQMOTHERNAME]?
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1 Never |
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2 Once or twice |
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3 3 or 4 times |
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4 5 to 11 times |
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5 12 times or more |
Default
Next: YSAQ-602
YSAQ-602 [] |
Section: SAQ |
([BIOADOPTDADLIVE]
== 1) && ([NOCONTACTBIOADOPTFATHER] == 0)
COMMENT:
R's biological OR adoptive father is alive and he has been in contact
with respondent since Round 1
If Answer = 1 Then GoTo YSAQ-350A2_2 |
Default
Next: YSAQ-351A
Lead-In: |
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YSAQ-350A2_2 [] |
Section: SAQ |
In a typical month, how many times do you communicate (email, phone, mail, or face to face) with your father [SAQFATHERNAME]?
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1 Never |
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2 Once or twice |
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3 3 or 4 times |
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4 5 to 11 times |
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5 12 times or more |
Default
Next: YSAQ-351A
Lead-In: |
YSAQ-602 [1:1] |
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YSAQ-RELIG-CHECK change to Round 14.
YSAQ-282H Add “or R14”
We will add 2011 as a response option for :
YSAQ-438B, YSAQ-438E, YSAQ-438H
We plan to change 2008 to 2009 in YSAQ-416 , YSAQ-423 , YSAQ-437
Changes to the ex-convicts module:
All those who report a release from incarceration since DLI continue to get asked the full series of questions about their situation during incarceration and after release. Those who report being currently incarcerated in Round 14 are only asked about their situation during incarceration. Questions about completed incarcerations prior to the last interview which were asked in Round 12 are not being asked in Round 14 unless the respondent did not complete both Round 12 and Round 13. YSAQ-532 will be modified as shown below (changes are in red):
YSAQ-532 [] |
Section: SAQ |
[PENDINCARC]
== 1 && [R12COMPLETE=0] && [R13complete=0]
COMMENT:
Respondent has a previous completed incarceration we need to ask
about and was not interviewed in Rounds 12 and 13
If Answer = 1 Then GoTo YSAQ-537 |
Default
Next: YSAQ-521
Lead-In: |
YSAQ-530 [Default] |
Marriage
Fertility expectations questions YMAR-620A and 620B will only be asked for Round 13 NIRs
YMAR-620 default to :
YMAR-FERTEXP-CHECK
[R13complete=0]
If answer=1 then go to YMAR-620A
Default next: YMAR-630.
Fertility
The planned rotation of questions will be slightly modified,
Questions about other biological parent and pre-existing nonresident children will not be asked. This is being changed to a three year rotation.
Fertility expectations questions will not be asked, except for Round 13 NIRs. New fertility check question will be added.
YFER-4860-LOOP_END Default: YFER-FERTEXP-CHECK
YFER-FERTEXP-CHECK
[ R13 complete=0]
If answer=1, go to YFER-4861
Default next: YFER-4874
Machine check for duplication of child’s birth weight: YFER-1851 add “or R13”
Child Care
The short version of the section will be fielded in Round 14.
Income
YINC-1900A will be updated (changes are in red).
YINC-1900A [] |
Section: Income |
[R12_SPOPAR]>0
COMMENT:
check if youth had spouse or partner during 2008
(from Round 12
info)
If Answer = 1 Then GoTo YINC-2400A |
Default
Next: YINC-7940
We will change R11 to R12 in YINC-2400A, 2600A, 2700A, 7600A, 7700A and 7800A
Year updates: 2008 to 2009.
YINC-500 YINC-1200 YINC-1300 YINC-1400 YINC-1600 YINC-1700
YINC-1800 YINC-2000 YINC-2100 YINC-2200 YINC-2250 YINC-2260 YINC-2270
YINC-2350 YINC-2400 YINC-2500 YINC-2510 YINC-2520 YINC-2600 YINC-2700
YINC-2900 YINC-3000 YINC-3100 YINC-3150 YINC-3160 YINC-3170 YINC-3200
YINC-4000 YINC-4100 YINC-4200 YINC-4300 YINC-4400 YINC-4500 YINC-4600
YINC-4700 YINC-4800 YINC-4900 YINC-5000 YINC-5100 YINC-5200 YINC-5300 YINC-5400 YINC-5700A YINC-5800A YINC-5900A YINC-7600 YINC-7700 YINC-7800 YINC-8000
YINC-11300B YINC-11600B
Year updates: 2007 to 2008.
YINC-1200A YINC-1400A YINC-1700A YINC-1800A YINC-2400A
YINC-2600A YINC-2700A YINC-7600A YINC-7700A YINC-7800A
Additional income questions have been included to ask about program participation
YINC-5700A []
Section: Income
Did [you/you or your spouse/you or your partner] receive any money as gifts from friends or family during 2009? Please include any gifts in the form of cash or a check but do not include any loans.
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1 YES ...(Go To YINC-5800A)
0 NO
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Default Next:
YINC-6000
Lead-In:
-
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YINC-5800A []
Section: Income
(HAND R SHOWCARD LL)
Please look at this card. Which of the following friends and family members gave you money gifts of at least $100 in 2009?
(SELECT ALL THAT APPLY.)1 1. YOUR PARENTS TOGETHER
2 2. YOUR MOTHER ONLY
3 3. YOUR FATHER ONLY
4 4. YOUR MOTHER AND YOUR STEP-FATHER TOGETHER
5 5. YOUR FATHER AND YOUR STEP-MOTHER TOGETHER
6 6. YOUR STEP-FATHER ONLY
7 7. YOUR STEP-MOTHER ONLY
8 8. YOUR BROTHERS OR SISTERS (OR STEP BROTHER OR SISTERS)
9 9. YOUR GRANDPARENTS
10 10. YOUR SPOUSE'S/PARTNER'S PARENTS TOGETHER
11 11. YOUR SPOUSE'S/PARTNER'S MOTHER ONLY
12 12. YOUR SPOUSE'S/PARTNER'S FATHER ONLY
13 13. YOUR SPOUSE'S/PARTNER'S MOTHER AND STEP-FATHER TOGETHER
14 14. YOUR SPOUSE'S/PARTNER'S FATHER AND STEP-MOTHER TOGETHER
15 15. YOUR SPOUSE'S/PARTNER'S STEP FATHER ONLY
16 16. YOUR SPOUSE'S/PARTNER'S STEP MOTHER ONLY
17 17. YOUR SPOUSE'S/PARTNER'S BROTHERS OR SISTERS (STEP BROTHER OR SISTERS)
18 18. YOUR SPOUSE'S/PARTNER'S GRANDPARENTS
19 19. OTHER RELATIVES
20 20. FRIENDS OR OTHER NON-RELATIVES
21 21. NONE OF THESE CATEGORIES OF PEOPLE GAVE GIFTS OF $100 OR MORE
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Default Next:
Lead-In:
YINC-5700A [1:1]
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YINC-5900A []
Section: Income
(HAND R SHOWCARD HH)
Please look at this card. Can you tell me the letter of the category that is your best estimate of the total amount [you/you and your spouse/you and your partner] received from your friends and family in 2009?
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1 A. $1 - $500
2 B. $501- $1,000
3 C. $1,001- $2,500
4 D. $2,501- $5,000
5 E. $5,001- $7,500
6 F. $7,501- $10,000
7 G. More than $10,000
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Default Next:
YINC-6000
Lead-In:
YINC-5800A [Default]
The new income questions YINC-6000 to YINC-6300 are listed below:
YINC-6000
During 2009, did [you/you and your spouse/you and your partner] receive any cash benefits from government programs such as SSI, WIC, TANF, the Supplemental Nutrition Assistance or Food Stamps program?
1 YES (ask YINC-6100)
2 NO
YINC-6100
(REFER TO SHOWCARD HH)
About how much do you think [you/you and your spouse/you and your partner] received that year in cash benefits from these government programs?
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1 A. $1 - $500 |
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2 B. $501- $1,000 |
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3 C. $1,001- $2,500 |
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4 D. $2,501- $5,000 |
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5 E. $5,001- $7,500 |
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6 F. $7,501- $10,000 |
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7 G. More than $10,000 |
YINC-6200
During 2009, did [you/you and your spouse/you and your partner] receive any other benefits from government programs, for example, assistance with child care, transportation, energy or housing?
1 YES (ASK YINC-6300)
2 NO
Default: YINC-7600
YINC-6300
Approximately what do you think was the total cash value of all of these benefits that you received?
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1 A. $1 - $500 |
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2 B. $501- $1,000 |
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3 C. $1,001- $2,500 |
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4 D. $2,501- $5,000 |
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5 E. $5,001- $7,500 |
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6 F. $7,501- $10,000 |
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7 G. More than $10,000 |
Default: YINC-7600
Assets 25
Assets 25 eligibility: Rs who turned 25 and never completed the Assets 25 section will get Assets 25, but will not go through the general housing questions since the housing questions are already contained in the age 25 section. From the next round, they will complete the general housing questions and the age 30 asset questions (when applicable).
In the special case where Rs are eligible for both the age 25 and the age 30 sections, they will go through the general housing questions and age 30 assets questions only. Since it would be 5 years past the time they turned age 25, the current assets they report will reflect their asset holdings at age 30 rather than 25.
We will update YAST25-NEW1 for Round 14 eligibility.
Default to Assets
Assets
30
Assets will begin with general housing questions for all respondents, except those who turned 25 but have not completed the Assets 25 section in a prior round.
Assets 30 eligibility: Assets 30 starts with a check for eligibility (YAST30-age30elig).
Year updates: from 2007 to 2008
YAST-3950, YAST-3960
YAST25-3950, YAST25-3960
The revised Assets and Assets 30 section is below:
YAST30-200A
[R owned entire ranch/farm at last assets interview]==1|| [R owned part of
ranch/farm at last assets interview]==1
COMMENT: Respondent owned all or part of farm/ranch at last assets interview
If Answer = 1 Then Go To YAST30-1
Default Next:YAST30-210A
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YAST30-210A
[R owned mobile home and/or lot at last assets interview]==1
COMMENT: Respondent owned mobile home and/or lot at last assets interview
If Answer = 1 Then Go To YAST30-1
Default Next:YAST30-500A
Lead-In:YAST30-200A [Default]
-----------------------------------------------------------------------------
YAST30-500A
[R owned entire building at last assets interview]==1
COMMENT: Respondent owned the entire building at last assets interview
If Answer = 1 Then Go To YAST30-1
Default Next:YAST30-510A
Lead-In:YAST30-210A [Default]
-----------------------------------------------------------------------------
YAST30-510A
[R owned own unit at last assets interview]==1
COMMENT: Respondent owned just his/her unit at last assets interview
If Answer = 1 Then Go To YAST30-1
Default Next:YAST30-520A
Lead-In:YAST30-500A [Default]
-----------------------------------------------------------------------------
YAST30-520A
[R lived in a single family unit at last assets interview]==1
COMMENT: Respondent lived in a single family unit at last assets interview
If Answer = 1 Then Go To YAST30-1
Default Next:YAST30-INTRO
Lead-In:YAST30-510A [Default]
-----------------------------------------------------------------------------
YAST30-1
Is this the same place you were living when we talked to you on [date of last
interview]?
1 YES...(Go To YAST30-DLIMORTGAGE)
0 NO
Default Next:YAST30-DLIOWNED
Lead-In:YAST30-520A [1:1]
-----------------------------------------------------------------------------
YAST30-DLIMORTGAGE
[R reported a mortgage at lintdate]
COMMENT: Respondent reported a mortgage at date of last interview
If Answer = 1 Then Go To YAST30-2
Default Next:YAST30-DLIOWN2
Lead-In:YAST30-1 [1:1]
-----------------------------------------------------------------------------
YAST30-DLIOWN2
R owned [previous_key_dwelling] at lintdate
COMMENT: Respondent owned this dwelling unit at date of last interview
If Answer = 1 Then Go To YAST30-CH6
Default Next:YAST30-CH1
Lead-In:YAST30-DLIMORTGAGE [Default]
-----------------------------------------------------------------------------
YAST30-2
When we talked to you on [date of last interview], you reported that there was a
mortgage on this [previous_key_dwelling]. Do you still have a mortgage on this
[previous_key_dwelling]?
1 YES...(Go To YAST30-CH7)
0 NO
Default Next:YAST30-CH8
Lead-In:YAST30-DLIMORTGAGE [1:1]
-----------------------------------------------------------------------------
YAST30-DLIOWNED
[R owned [previous_key_dwelling] at lintdate]
COMMENT: Respondent owned this dwelling unit at date of last interview
If Answer = 1 Then Go To YAST30-8
Default Next:YAST30-INTRO
Lead-In:YAST30-1 [Default]
-----------------------------------------------------------------------------
YAST30-8
Do you still own [previous_key_dwelling]?
1 YES...(Go To YAST30-INTRO)
0 NO
Default Next:YAST30-9
Lead-In:YAST30-DLIOWNED [1:1]
-----------------------------------------------------------------------------
YAST30-9
Did you sell that [previous_key_dwelling]?
1 YES...(Go To YAST30-10)
0 NO
Default Next:YAST30-13
Lead-In:YAST30-8 [Default]
-----------------------------------------------------------------------------
YAST30-10
What month and year did you sell that [previous_key_dwelling]?
Default Next:YAST30-11
Lead-In:YAST30-9 [1:1]
-----------------------------------------------------------------------------
YAST30-11
What was the sales price of that [previous_key_dwelling]?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-12A)
2 SELECT TO ENTER RANGE...(Go To YAST30-12B_000001)
Default Next:YAST30-12C
Lead-In:YAST30-10 [Default]
-----------------------------------------------------------------------------
YAST30-12A
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-12C
Default Next:YAST30-INTRO
Lead-In:YAST30-11 [1:1]
-----------------------------------------------------------------------------
YAST30-12B_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-INTRO
Lead-In:YAST30-12B_000001 [Default]
-----------------------------------------------------------------------------
YAST30-12C
(REFER TO SHOWCARD KK): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-INTRO
Lead-In:YAST30-12A [-2:-1], YAST30-11 [Default]
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YAST30-13
What happened to that [previous_key_dwelling]?
1 Foreclosure
2 Gave to someone as a gift
3 Something else, please (SPECIFY)
Default Next:YAST30-INTRO
Lead-In:YAST30-9 [Default]
-----------------------------------------------------------------------------
YAST30-INTRO
We now have some questions about your current housing situation.
Default Next:YAST30-CH1
Lead-In:YAST30-8 [1:1], YAST30-520A [Default], YAST30-DLIOWNED [Default],
YAST30-12A [Default], YAST30-12B_000002 [Default], YAST30-12C [Default],
YAST30-13 [Default]
-----------------------------------------------------------------------------
YAST30-CH1
Do [you/you and/or your spouse/you and/or your partner] own this [permanent residence
from YHHI-4400], do you own PART of it, do you rent it, is it owned by a
business, or something else?
1 Respondent owns all
2 Respondent and Spouse/Partner jointly own all
3 Respondent owns part
4 Respondent and Spouse/Partner jointly own part
5 Spouse/Partner owns all/part separately from respondent...
6 Rents...(Go To YAST30-AGE30ELIG2)
7 Something else...(Go To YAST30-CH2)
Default Next:YAST30-CH_CHECK
Lead-In:YAST30-DLIOWN2 [Default], YAST30-INTRO [Default]
-----------------------------------------------------------------------------
YAST30-CH2
What is your housing situation?
1 LIVE WITH PARENT(s)
2 LIVE WITH SPOUSE'S/PARTNER'S PARENT(s)
3 HOUSING IS PART OF JOB COMPENSATION; LIVE-IN SERVANT; HOUSEKEEPER; GARDENER; FARM LABORER
4 HOUSING IS A GIFT PAID FOR BY AN HU RESIDENT OTHER THAN R OR SPOUSE/PARTNER
5 HOUSING IS A GIFT PAID FOR BY A FRIEND OR RELATIVE OUTSIDE OF THE HU
6 HOUSING PAID FOR BY A GOVERNMENT AGENCY/WELFARE/CHARITABLE INSTITUTION
7 SOLD HOME, NOT MOVED OUT OF IT YET
8 LIVING IN HOUSE WHICH R WILL INHERIT; ESTATE IN PROGRESS
9 LIVING IN TEMPORARY QUARTERS (GARAGE, SHED) WHILE HOME IS UNDER CONSTRUCTION
10 LIVE HERE WITHOUT FORMAL ARRANGEMENTS; STAYING TEMPORARILY; SQUATTING
97 OTHER (SPECIFY)
Default Next:YAST30-AGE30ELIG2
Lead-In:YAST30-CH1 [7:7]
-----------------------------------------------------------------------------
YAST30-CH_CHECK
[YAST30-CH1] == 1 || [YAST30-CH1] == 2 || [YAST30-CH1] == 3 || [YAST30-CH1] == 4|| [YAST30-CH1] == 5
COMMENT: Respondent or spouse/parnter owns at least part of this dwelling unit
If Answer = 1 Then Go To YAST30-CH3
Default Next:YAST30-CH6
Lead-In:YAST30-CH1 [Default]
-----------------------------------------------------------------------------
YAST30-CH3
What month and year did [you/you and/or your spouse/you and/or your partner] purchase
this [permanent residence from YHHI-4400]?
1 ENTER MONTH AND YEAR
2 SPOUSE/PARTNER OWNED PREVIOUSLY
3 DID NOT PURCHASE FOR ANOTHER REASON (e.g., RECEIVED AS GIFT/INHERITANCE)...(Go To YAST30-CH8)
Default Next:YAST30-CH3A
Lead-In:YAST30-CH_CHECK [1:1]
-----------------------------------------------------------------------------
YAST30-CH3A
(ENTER MONTH AND YEAR.)
[NOTE: Month and Year should not be bounded by Date of Last Assets Interview if || [YAST30-CH3] == 2]
Lead-In:YAST30-CH3 [Default]
-----------------------------------------------------------------------------
YAST30-CH4
When [you/you and/or your spouse or partner] first bought this [permanent residence
from YHHI-4400] what was the purchase price?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-CH5A)
2 SELECT TO ENTER RANGE...(Go To YAST30-CH5B_000001)
Default Next:YAST30-CH5C
Lead-In:YAST30-CH3 [2:2]
-----------------------------------------------------------------------------
YAST30-CH5A
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-CH5C
Default Next:YAST30-CH6
Lead-In:YAST30-CH4 [1:1]
-----------------------------------------------------------------------------
YAST30-CH5B_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-CH6
Lead-In:YAST30-CH5B_000001 [Default]
-----------------------------------------------------------------------------
YAST30-CH5C
(REFER TO SHOWCARD KK): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-CH6
Lead-In:YAST30-CH5A [-2:-1], YAST30-CH4 [Default]
-----------------------------------------------------------------------------
YAST30-CH6
Is there a mortgage on this [permanent residence from YHHI-4400]?
1 YES...(Go To YAST30-CH7)
0 NO
Default Next:YAST30-CH8
Lead-In:YAST30-DLIOWN2 [1:1], YAST30-CH_CHECK [Default], YAST30-CH5A
[Default], YAST30-CH5B_000002 [Default], YAST30-CH5C [Default]
-----------------------------------------------------------------------------
YAST30-CH7
How much do [you/you and/or your spouse or partner] owe on this mortgage?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-CH7A)
2 SELECT TO ENTER RANGE...(Go To YAST30-CH7B_000001)
Default Next:YAST30-CH7C
Lead-In:YAST30-2 [1:1], YAST30-CH6 [1:1]
-----------------------------------------------------------------------------
YAST30-CH7A
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-CH7C
Default Next:YAST30-CH8
Lead-In:YAST30-CH7 [1:1]
-----------------------------------------------------------------------------
YAST30-CH7B_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-CH8
Lead-In:YAST30-CH7B_000001 [Default]
-----------------------------------------------------------------------------
YAST30-CH7C
(REFER TO SHOWCARD KK): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-CH8
Lead-In:YAST30-CH7A [-2:-1], YAST30-CH7 [Default]
-----------------------------------------------------------------------------
YAST30-CH8
Are there any other types of loans that use your property as collateral,
including second mortgages, home equity loans, or any outstanding balances
against a home equity line of credit?
1 YES...(Go To YAST30-CH8_1)
0 NO
Default Next:YAST30-AGE30ELIG1
Lead-In:YAST30-CH3 [3:3], YAST30-2 [Default], YAST30-CH6 [Default],
YAST30-CH7A [Default], YAST30-CH7B_000002 [Default], YAST30-CH7C [Default]
-----------------------------------------------------------------------------
YAST30-CH8_1
How much is still owed on these loans?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-CH8A)
2 SELECT TO ENTER RANGE...(Go To YAST30-CH8B_000001)
Default Next:YAST30-CH8C
Lead-In:YAST30-CH8 [1:1]
-----------------------------------------------------------------------------
YAST30-CH8A
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-CH8C
Default Next:YAST30-AGE30ELIG1
Lead-In:YAST30-CH8_1 [1:1]
-----------------------------------------------------------------------------
YAST30-CH8B_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-AGE30ELIG1
Lead-In:YAST30-CH8B_000001 [Default]
-----------------------------------------------------------------------------
YAST30-CH8C
(REFER TO SHOWCARD KK): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-AGE30ELIG1
Lead-In:YAST30-CH8A [-2:-1], YAST30-CH8_1 [Default]
-----------------------------------------------------------------------------
YAST30-AGE30ELIG1
([KEY_AGEDOL]==16)
COMMENT: Respondent was born in 1980
If Answer = 1 Then Go To YAST30-CH9
Default Next:YAST30-HOUSEVALUE
Lead-In:YAST30-CH8 [Default], YAST30-CH8A [Default], YAST30-CH8B_000002
[Default], YAST30-CH8C [Default]
-----------------------------------------------------------------------------
YAST30-CH9
Other than any loans you may have mentioned earlier, did any relatives or
friends give you and/or your spouse/partner a financial loan to buy or to remodel this residence?
1 YES...(Go To YAST30-CH10)
0 NO
Default Next:YAST30-HOUSEVALUE
Lead-In:YAST30-AGE30ELIG1 [1:1]
-----------------------------------------------------------------------------
YAST30-CH10
Altogether how much do you and/or your spouse/partner owe to your relatives and/or friends on loans given to
[you/you and/or your spouse or partner] to help purchase or remodel this residence?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-CH10A)
2 SELECT TO ENTER RANGE...(Go To YAST30-CH10B_000001)
Default Next:YAST30-CH10C
Lead-In:YAST30-CH9 [1:1]
-----------------------------------------------------------------------------
YAST30-CH10A
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-CH10C
Default Next:YAST30-HOUSEVALUE
Lead-In:YAST30-CH10 [1:1]
-----------------------------------------------------------------------------
YAST30-CH10B_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-HOUSEVALUE
Lead-In:YAST30-CH10B_000001 [Default]
-----------------------------------------------------------------------------
YAST30-CH10C
(REEFER TO SHOWCARD KK): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-HOUSEVALUE
Lead-In:YAST30-CH10A [-2:-1], YAST30-CH10 [Default]
-----------------------------------------------------------------------------
YAST30-HOUSEVALUE
What is the present value of this [permanent residence from YHHI-4400]? I mean,
what would it bring if [it/your portion only if [YAST30-CH1] == 3|| [YAST30-CH1] == 4] were sold today?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-CHHVA)
2 SELECT TO ENTER RANGE...(Go To YAST30-CHHVB_000001)
Default Next:YAST30-CHHVC
Lead-In:YAST30-AGE30ELIG1 [Default], YAST30-CH9 [Default], YAST30-CH10A
[Default], YAST30-CH10B_000002 [Default], YAST30-CH10C [Default]
-----------------------------------------------------------------------------
YAST30-CHHVA
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-CHHVC
Default Next:YAST30-AGE30ELIG2
Lead-In:YAST30-HOUSEVALUE [1:1]
-----------------------------------------------------------------------------
YAST30-CHHVB_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-AGE30ELIG2
Lead-In:YAST30-CHHVB_000001 [Default]
-----------------------------------------------------------------------------
YAST30-CHHVC
(REFER TO SHOWCARD KK): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-AGE30ELIG2
Lead-In:YAST30-CHHVA [-2:-1], YAST30-HOUSEVALUE [Default]
-----------------------------------------------------------------------------
YAST30-AGE30ELIG2
([KEY_AGEDOL]==16)
COMMENT: Respondent was born in 1980
If Answer = 1 Then Go To YAST30-4000
Default Next:YPRG-1210
Lead-In:YAST30-CH1 [5:6], YAST30-CH2 [Default], YAST30-CHHVA [Default],
YAST30-CHHVB_000002 [Default], YAST30-CHHVC [Default]
-----------------------------------------------------------------------------
YAST30-4000
Next we want to understand, generally, what your assets and debts are, at about the time when you are close to age 30. You may remember us asking you similar questions when you were about age 25.
Default Next:YAST30-4000S1
Lead-In:YAST30-AGE30ELIG2 [1:1]
-----------------------------------------------------------------------------
YAST30-4000S1
[PREV_OTHER_ASSETS]==1
COMMENT: The respondent reported ownership of ANY assets other than a car or
vehicle during the last assets interview
If Answer = 0 Then Go To YAST30-4000S2
Default Next:YAST30-4400
Lead-In:YAST30-4000 [Default]
-----------------------------------------------------------------------------
YAST30-4000S2
[PREV_ASTMARCHANGE]==1 || [CUR_ASTMARCHANGE]==1
COMMENT: Respondent has reported a change in marital (or partner) status since the last
assets interview
This check may need revision)If Answer = 0 Then Go To YAST30-4000S3
Default Next:YAST30-4400
Lead-In:YAST30-4000S1 [0:0]
-----------------------------------------------------------------------------
YAST30-4000S3
[YINC-4300]==1 || [YINC-4600]==1 ||
[YINC-4900]==1
COMMENT: The respondent reported interest, dividend, or rental property income
If Answer = 0 Then Go To YAST30-4000S3A
Default Next:YAST30-4400
Lead-In:YAST30-4000S2 [0:0]
-----------------------------------------------------------------------------
YAST30-4000S3A
[YAST30-9]==1 || ([owns all/owns part/rent/owned by others] >=1 && [owns
all/owns part/rent/owned by others] <=4) || [YAST30-8]==1 || [YAST30-CH1]==1 ||
[YAST30-CH1]==2 || [YAST30-CH1]==3 || [YAST30-CH1]==4
COMMENT: The respondent reported owning own home or selling previous home
If Answer = 0 Then Go To YAST30-4000S4
Default Next:YAST30-4400
Lead-In:YAST30-4000S3 [0:0]
-----------------------------------------------------------------------------
YAST30-4000S4
Since [LASTASTINTDATE~X], have [you/you or your spouse/you or your partner]
opened any account at a bank or a credit union such as a checking account or a
savings account?
1 YES...(Go To YAST30-4420)
0 NO...(Go To YAST30-4000S5)
Default Next:YAST30-4400
Lead-In:YAST30-4000S3A [0:0]
-----------------------------------------------------------------------------
YAST30-4000S5
Since [LASTASTINTDATE~X], have [you/you or your spouse/you or your partner]
bought, inherited, or been given certificates of deposit, U.S. Savings Bonds,
stocks, or other financial investments?
1 YES...(Go To YAST30-4550)
0 NO...(Go To YAST30-4000S6)
Default Next:YAST30-4400
Lead-In:YAST30-4000S4 [0:0]
-----------------------------------------------------------------------------
YAST30-4000S6
Since [LASTASTINTDATE~X], have [you/you or your spouse/you or your partner]
participated in an employer-sponsored plan that saves for retirement such as a 401K or 403B or contributed to a plan that saves for retirement, such as an IRA or a Keogh plan
or an account for saving for educational expenses, such as a Coverdell IRA or
529 plan?
1 YES...(Go To YAST30-4290)
0 NO...(Go To YAST30-4000S8)
Default Next:YAST30-4400
Lead-In:YAST30-4000S5 [0:0]
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
YAST30-4000S8
Do [you/you and/or your spouse/you or your partner] currently own or are [you/you and/or
your spouse/you or your partner] purchasing a car or other type of motor
vehicle, such as a van, truck, jeep-like vehicle, a motor home/RV, motorcycle,
or airplane? Please do not include vehicles that you lease or have use of, but
do not own.
1 YES...(Go To YAST30-4000S9)
0 NO
Default Next:YAST30-4400
Lead-In:YAST30-4000S7 [0:0]
-----------------------------------------------------------------------------
YAST30-4000S9
Altogether, what is the current market value of all of the vehicles [you
have/you and/or your spouse/partner have]?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-4000S9A)
2 SELECT TO ENTER RANGE...(Go To YAST30-4000S9B_000001)
Default Next:YAST30-4000S9C
Lead-In:YAST30-4000S8 [1:1]
-----------------------------------------------------------------------------
YAST30-4000S9A
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4000S9C
Default Next:YAST30-4000S10
Lead-In:YAST30-4000S9 [1:1]
-----------------------------------------------------------------------------
YAST30-4000S9B_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-4000S10
Lead-In:YAST30-4000S9B_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4000S9C
(REFER TO SHOWCARD II): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-4000S10
Lead-In:YAST30-4000S9A [-2:-1], YAST30-4000S9 [Default]
-----------------------------------------------------------------------------
YAST30-4000S10
How much is still owed on these vehicles?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-4000S10A)
2 SELECT TO ENTER RANGE...(Go To YAST30-4000S10B_000001)
Default Next:YAST30-4000S10C
Lead-In:YAST30-4000S9A [Default], YAST30-4000S9B_000002 [Default],
YAST30-4000S9C [Default]
-----------------------------------------------------------------------------
YAST30-4000S10A
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4000S10C
Default Next:YAST30-4870
Lead-In:YAST30-4000S10 [1:1]
-----------------------------------------------------------------------------
YAST30-4000S10B_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-4870
Lead-In:YAST30-4000S10B_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4000S10C
(REFER TO SHOWCARD II): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-4870
Lead-In:YAST30-4000S10A [-2:-1], YAST30-4000S10 [Default]
-----------------------------------------------------------------------------
YAST30-4400
Do [you/you and/or your spouse/you or your partner] have any checking accounts,
savings accounts or money market accounts or funds?
1 YES...(Go To YAST30-4420)
0 NO
Default Next:YAST30-4530
Lead-In:YAST30-4000S1 [Default], YAST30-4000S2 [Default], YAST30-4000S3
[Default], YAST30-4000S3A [Default]
-----------------------------------------------------------------------------
YAST30-4420
What is the (total) current balance in all of the checking, savings and money
market accounts [you have/you and/or your spouse/partner have]? (Average balance over the past month)
1 SELECT TO ENTER AMOUNT...(Go To YAST30-4422)
2 SELECT TO ENTER RANGE...(Go To YAST30-4424_000001)
Default Next:YAST30-4426
Lead-In:YAST30-4000S4 [1:1], YAST30-4400 [1:3]
-----------------------------------------------------------------------------
YAST30-4422
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4426
Default Next:YAST30-4530
Lead-In:YAST30-4420 [1:1]
-----------------------------------------------------------------------------
YAST30-4424_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-4530
Lead-In:YAST30-4424_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4426
(REFER TO SHOWCARD S): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-4530
Lead-In:YAST30-4422 [-2:-1], YAST30-4420 [Default]
-----------------------------------------------------------------------------
YAST30-4530
Excluding retirement plan savings, do [you/you and/or your spouse/you or your
partner] have any certificates of deposit (CDs) at financial institutions,
government savings bonds, Treasury bills, or other types of corporate,
municipal, government bonds or bills, including any CDs, bonds, or bills held in
investment trusts?
IF RESPONDENT ASKS, CDS ARE CERTIFICATES HELD FOR A SET PERIOD OF TIME THAT MUST
BE CASHED OR RENEWED AT THE MATURITY DATE, GOVERNMENT SAVINGS BONDS MAY BE
CALLED SERIES EE OR HH AND CAN BE PURCHASED BY PAYROLL DEDUCTION. IF NECESSARY,
PROBE WITH EXAMPLES -- MORTGAGE BACKED BONDS SUCH AS THOSE FROM "GINNE-MAE" OR
"FANNIE-MAE"; U.S. FREE BONDS; FOREIGN BONDS; CORPORATE BONDS.
1 YES(Go To YAST30-4550)
0 NO
Default Next:YAST30-4660
Lead-In:YAST30-4400 [Default], YAST30-4422 [Default], YAST30-4424_000002
[Default], YAST30-4426 [Default]
-----------------------------------------------------------------------------
YAST30-4550
If you were to cash in all of the CD's, bonds and bills [you have/you and/or your spouse/partner have], how much would you get?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-4552)
2 SELECT TO ENTER RANGE...(Go To YAST30-4554_000001)
Default Next:YAST30-4556
Lead-In:YAST30-4000S5 [1:1], YAST30-4530 [1:3], YAST30-4000S4 [Default]
-----------------------------------------------------------------------------
YAST30-4552
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4556
Default Next:YAST30-4660
Lead-In:YAST30-4550 [1:1]
-----------------------------------------------------------------------------
YAST30-4554_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-4660
Lead-In:YAST30-4554_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4556
(REFER TO SHOWCARD S): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-4660
Lead-In:YAST30-4552 [-2:-1], YAST30-4550 [Default]
-----------------------------------------------------------------------------
YAST30-4660
Do [you/you and/or your spouse/you or your partner] have any shares of stock in
publicly-held corporations or mutual funds, including any stock or mutual funds
held in investment trusts?
1 YES.(Go To YAST30-4680)
0 NO
Default Next:YAST30-4270
Lead-In:YAST30-4530 [Default], YAST30-4552 [Default], YAST30-4554_000002
[Default], YAST30-4556 [Default]
-----------------------------------------------------------------------------
YAST30-4680
If you sold all of the shares of stock in publicly-held corporations [you
have/you and/or your spouse/partner have],
including mutual funds, how much would you get?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-4682)
2 SELECT TO ENTER RANGE...(Go To YAST30-4684_000001)
Default Next:YAST30-4686
Lead-In:YAST30-4660 [1:3]
-----------------------------------------------------------------------------
YAST30-4682
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4686
Default Next:YAST30-4270
Lead-In:YAST30-4680 [1:1]
-----------------------------------------------------------------------------
YAST30-4684_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-4270
Lead-In:YAST30-4684_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4686
(REFER TO SHOWCARD S): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-4270
Lead-In:YAST30-4682 [-2:-1], YAST30-4680 [Default]
-----------------------------------------------------------------------------
YAST30-4270
Now I would like to ask you some questions about any employer-sponsored pension or retirement
savings. Many employers and unions offer pensions or retirement plans, some
provide tax-deferred plans such as 401 K's, profit sharing or stock ownership
plans. Do [you/you or your spouse/you or your partner] have any savings in these
types of plans?
(READ IF NECESSARY) Other examples include 403B plans, 457 plans, IRA-SEP plans,
and IRA-SIMPLE plans. Please do not include Traditional IRAs, Roth IRAs, or
education IRAs as these will be asked about later.
1 YES (Go To YAST30-4290)
0 NO
Default Next:YAST30-4300
Lead-In:YAST30-4660 [Default], YAST30-4682 [Default], YAST30-4684_000002
[Default], YAST30-4686 [Default]
-----------------------------------------------------------------------------
YAST30-4290
What is the total value of all the savings [you have/you and/or your spouse/partner have] in employer-sponsored plans that save for retirement
?
READ IF NECESSARY: Tax-advantaged accounts such as IRA or Keogh plans or accounts for saving for educational expenses, such as Coverdell IRAs or 529 plans will be collected later.
1 SELECT TO ENTER AMOUNT...(Go To YAST30-4292)
2 SELECT TO ENTER RANGE...(Go To YAST30-4294_000001)
Default Next:YAST30-4296
Lead-In:YAST30-4000S6 [1:1], YAST30-4270 [1:2], YAST30-4000S5 [Default]
-----------------------------------------------------------------------------
YAST30-4292
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4296
Default Next:YAST30-FA_8
Lead-In:YAST30-4290 [1:1]
-----------------------------------------------------------------------------
YAST30-4294_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-FA_8
Lead-In:YAST30-4294_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4296
(REFER TO SHOWCARD FF): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-FA_8
Lead-In:YAST30-4292 [-2:-1], YAST30-4290 [Default]
-----------------------------------------------------------------------------
YAST30-FA_8
(Other than the accounts you have through your employer,) Do [you/you or your
spouse/you or your partner] have any money in IRAs, Keoghs, variable annuities,
529 plans, or other tax-advantaged accounts?
1 YES...(Go To YAST30-FA_8A)
0 NO
Default Next:YAST30-4300
Lead-In:YAST30-4292 [Default], YAST30-4294_000002 [Default], YAST30-4296
[Default]
-----------------------------------------------------------------------------
YAST30-FA_8A
Now, I'll read you a list of different types of tax-advantaged accounts. Please
tell me which of these [you/you or your spouse/you or your partner] hold. Do
[you/you or your spouse/you or your partner] hold Traditional IRA's, Roth IRA's,
Coverdell or education IRA's, Keoghs, variable annuities, 529 plans or some
other kind of tax-advantaged account?
(INTERVIEWER: PLEASE SELECT ALL THAT APPLY.)
1 Traditional IRA
2 Roth IRA
3 Coverdell IRAs or education IRAs
4 Keogh Plans
5 Variable Annuities
6 529 Plans (state sponsored education plans)
7 Other (SPECIFY)
Default Next:YAST30-FA_8-LOOP-BEGIN
Lead-In:YAST30-FA_8 [1:1]
-----------------------------------------------------------------------------
YAST30-FA_8-LOOP-BEGIN
FOR([ACCOUNTTYPE]=1;[ACCOUNTTYPE]<=9;[ACCOUNTTYPE]=[ACCOUNTTYPE]+1;
[YAST30-FA_8-LOOP-END])
Default Next:YAST30-FA_8-INSELECTION
Lead-In:YAST30-FA_8A [Default]
-----------------------------------------------------------------------------
YAST30-FA_8-INSELECTION
(This check may need revision) Need more information about what this check is doing.
INSELECTION([YAST30-FA_8A],[ACCOUNTTYPE])
COMMENT: Respondent has a spouse or partner
If Answer = 1 Then Go To YAST30-FA_8B
Default Next:YAST30-FA_8-LOOP-END
Lead-In:YAST30-FA_8-LOOP-BEGIN [Default]
-----------------------------------------------------------------------------
YAST30-FA_8B
Have [you/you or your spouse/you or your partner] withdrawn any money from this
[ACCOUNTTYPETEXT] that you intend to pay back or redeposit?
1 YES...(Go To YAST30-FA_8C1)
0 NO
Default Next:YAST30-FA_8D
Lead-In:YAST30-FA_8-INSELECTION [1:1]
-----------------------------------------------------------------------------
YAST30-FA_8C1
What is the amount that [you/you or your spouse/you or your partner] intend to
pay back on all withdrawls made on this [ACCOUNTTYPETEXT]?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-FA_8C2)
2 SELECT TO ENTER RANGE...(Go To YAST30-FA_8C3_000001)
Default Next:YAST30-FA_8C4
Lead-In:YAST30-FA_8B [1:1]
-----------------------------------------------------------------------------
YAST30-FA_8C2
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-FA_8C4
Default Next:YAST30-FA_8D
Lead-In:YAST30-FA_8C1 [1:1]
-----------------------------------------------------------------------------
YAST30-FA_8C3_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-FA_8D
Lead-In:YAST30-FA_8C3_000001 [Default]
-----------------------------------------------------------------------------
YAST30-FA_8C4
(REFER TO SHOWCARD FF): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-FA_8D
Lead-In:YAST30-FA_8C2 [-2:-1], YAST30-FA_8C1 [Default]
-----------------------------------------------------------------------------
YAST30-FA_8D
[taxadvpaybk_text1] how much would be in this [ACCOUNTTYPETEXT]?
1 YES
0 NO
Default Next:YAST30-FA_8-LOOP-END
Lead-In:YAST30-FA_8B [Default], YAST30-FA_8C2 [Default],
YAST30-FA_8C3_000002 [Default], YAST30-FA_8C4 [Default]
-----------------------------------------------------------------------------
YAST30-FA_8-LOOP-END
ENDFOR
Default Next:YAST30-4300
Lead-In:YAST30-FA_8-INSELECTION [Default], YAST30-FA_8D [Default]
-----------------------------------------------------------------------------
YAST30-4300
Does anyone owe [you/you and/or your spouse/you or your partner] $1000 or more from
personal loans or from any mortgage loans that you have made to others, even if
you are not sure that these people will repay you?
Read if Necessary: Please do not include any
loans owed to your business or farm as we will be talking about them later.
1 YES (Go To YAST30-4300A)
0 NO
Default Next:YAST30-4790
Lead-In:YAST30-4000S6 [Default], YAST30-4270 [Default], YAST30-FA_8
[Default], YAST30-FA_8-LOOP-END [Default]
-----------------------------------------------------------------------------
YAST30-4300A
Altogether, how much are you owed from these loans?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-4300A1)
2 SELECT TO ENTER RANGE...(Go To YAST30-4300B_000001)
Default Next:YAST30-4300A2
Lead-In:YAST30-4300 [1:3]
-----------------------------------------------------------------------------
YAST30-4300A1
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4300A2
Default Next:YAST30-4790
Lead-In:YAST30-4300A [1:1]
-----------------------------------------------------------------------------
YAST30-4300B_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-4790
Lead-In:YAST30-4300B_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4300A2
(REFER TO SHOWCARD FF): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-4790
Lead-In:YAST30-4300A1 [-2:-1], YAST30-4300A [Default]
-----------------------------------------------------------------------------
YAST30-4790
Do [you/you and/or your spouse/you or your partner] own any vehicles such as a car,
van, truck, jeep-like vehicle, a motor home/RV, motorcycle, boat or airplane? Please do not include vehicles that you lease or have use of, but do not own.
1 Yes (Go To YAST30-4810)
0 NO
Default Next:YAST30-4010
Lead-In:YAST30-4000S7 [1:1], YAST30-4300 [Default], YAST30-4300A1
[Default], YAST30-4300B_000002 [Default], YAST30-4300A2 [Default]
-----------------------------------------------------------------------------
YAST30-4810
Altogether, what is the current market value of all of the vehicles [you own and/or your spouse/parnter
own]?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-4812)
2 SELECT TO ENTER RANGE...(Go To YAST30-4814_000001)
Default Next:YAST30-4816
Lead-In:YAST30-4790 [1:3]
-----------------------------------------------------------------------------
YAST30-4812
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4816
Default Next:YAST30-4840
Lead-In:YAST30-4810 [1:1]
-----------------------------------------------------------------------------
YAST30-4814_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-4840
Lead-In:YAST30-4814_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4816
(REFER TO SHOWCARD FF): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-4840
Lead-In:YAST30-4812 [-2:-1], YAST30-4810 [Default]
-----------------------------------------------------------------------------
YAST30-4840
How much is still owed on these vehicles?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-4842)
2 SELECT TO ENTER RANGE...(Go To YAST30-4844_000001)
Default Next:YAST30-4846
Lead-In:YAST30-4812 [Default], YAST30-4814_000002 [Default], YAST30-4816
[Default]
-----------------------------------------------------------------------------
YAST30-4842
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4846
Default Next:YAST30-4010
Lead-In:YAST30-4840 [1:1]
-----------------------------------------------------------------------------
YAST30-4844_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-4010
Lead-In:YAST30-4844_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4846
(REFER TO SHOWCARD FF): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-4010
Lead-In:YAST30-4842 [-2:-1], YAST30-4840 [Default]
-----------------------------------------------------------------------------
YAST30-4010
Do [you/you and/or your spouse/you or your partner] own a business, partnership or
professional practice, or any part of a business/partnership/professional
practice?
1 YES (Go To YAST30-4010A1)
4 NO
Default Next:YAST30-4140
Lead-In:YAST30-4790 [Default], YAST30-4842 [Default], YAST30-4844_000002
[Default], YAST30-4846 [Default]
-----------------------------------------------------------------------------
YAST30-4010A1
Please list the names of all businesses and professional practices which you and/or your spouse/partner
currently own or in which you or your spouse/partner are invested.
Default Next:YAST30-4010A1A
Lead-In:YAST30-4010 [1:2]
-----------------------------------------------------------------------------
YAST30-4010A1A
INTERVIEWER: IF THE NAME OF THE BUSINESS OR PROFESSIONAL PRACTICE IS SPELLED
INCORRECTLY, PLEASE CLICK ON "MODIFY ROW" NEXT TO THE NAME AND MAKE THE
NECESSARY CORRECTIONS.
IF THERE ARE NO CORRECTIONS, PRESS "SUBMIT AND CONTINUE".
Default Next:YAST30-4010A1B
Lead-In:YAST30-4010A1 [Default]
-----------------------------------------------------------------------------
YAST30-4010A1B
INTERVIEWER: IF ANY BUSINESS OR PROFESSIONAL PRACTICE THAT WAS ADDED TO THE
ROSTER IN THE PREVIOUS QUESTION SHOULD NOT BE ON THIS LIST, PLEASE CLICK ON
"DELETE ROW" NEXT TO THE NAME OF THE PROGRAM.
IF THERE ARE NO DELETIONS, PRESS "SUBMIT AND CONTINUE".
Default Next:YAST30-4010A2
Lead-In:YAST30-4010A1A [Default]
-----------------------------------------------------------------------------
YAST30-4010A2
Now, I'm going to ask you some questions about each business or professional
practice [you/you and/or your spouse/you or your partner] are currently invested in.
Default Next:YAST30-4010A2A
Lead-In:YAST30-4010A1B [Default]
-----------------------------------------------------------------------------
YAST30-4010A2A
RECCOUNT ([BUSINESSES])
If Answer = 0 Then Go To YAST30-4140
Default Next:YAST30-4010A2-LOOP-BEGIN
Lead-In:YAST30-4010A2 [Default]
-----------------------------------------------------------------------------
YAST30-4010A2-LOOP-BEGIN
FOR([BPP_LOOP]=1; [BPP_LOOP]<=[TOTBPP]; [BPP_LOOP]=[BPP_LOOP]+1;
[YAST30-4116A-LOOP-END])
Default Next:YAST30-4010A3
Lead-In:YAST30-4010A2A [Default]
-----------------------------------------------------------------------------
YAST30-4010A3
In answering these questions, please include all of the land, buildings,
tools,equipment, intellectual property, and other assets that [you/you and/or your
spouse/you or your partner] own as part of a business.
Default Next:YAST30-4030A
Lead-In:YAST30-4010A2-LOOP-BEGIN [Default]
-----------------------------------------------------------------------------
YAST30-4030A
If you sold all of [BUSINESSES.NAME([BPP_LOOP])] that [you and/or your spouse/partner own], including any real estate owned by the
business/partnership/professional practice, and paid off any debts, would you
lose money, would you make money, or would you just about break even?
READ IF NECESSARY: Please include only the part of the business currently owned
by you or your spouse or cohabiting partner.
1 Lose money...(Go To YAST30-4032A)
2 Make money...(Go To YAST30-4032)
3 Break even
Default Next:YAST30-4116A-LOOP-END
Lead-In:YAST30-4010A3 [Default]
-----------------------------------------------------------------------------
YAST30-4032
How much money would you and/or your spouse/partner make?
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4033A_000001
Default Next:YAST30-4116A-LOOP-END
Lead-In:YAST30-4030A [2:2]
-----------------------------------------------------------------------------
YAST30-4032A
How much money would you or your spouse/partner lose?
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4034A_000001
Default Next:YAST30-4116A-LOOP-END
Lead-In:YAST30-4030A [1:1]
-----------------------------------------------------------------------------
YAST30-4033A_000001
(READ IF NECESSARY) What is the lower amount of the range you might make? What
is the upper amount of the range you might make?
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4036
Default Next:YAST30-4116A-LOOP-END
Lead-In:YAST30-4033A_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4034A_000001
(READ IF NECESSARY) What is the lower amount of the range you might lose? What
is the upper amount of the range you might lose?
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4036A
Default Next:YAST30-4116A-LOOP-END
Lead-In:YAST30-4034A_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4036
(REFER TO SHOWCARD KK): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-4116A-LOOP-END
Lead-In:YAST30-4033A_000002 [-2:-1]
-----------------------------------------------------------------------------
YAST30-4036A
(REFER TO SHOWCARD KK): Can you tell me the letter of the category that is your best estimate of how much you might lose?
Default Next:YAST30-4116A-LOOP-END
Lead-In:YAST30-4034A_000002 [-2:-1]
-----------------------------------------------------------------------------
YAST30-4116A-LOOP-END
ENDFOR
Default Next:YAST30-4140
Lead-In:YAST30-4030A [Default], YAST30-4032 [Default], YAST30-4032A
[Default], YAST30-4033A_000002 [Default], YAST30-4034A_000002 [Default],
YAST30-4036 [Default], YAST30-4036A [Default]
-----------------------------------------------------------------------------
YAST30-4140
Do [you/you and/or your spouse/you or your partner] have any other real estate, such
as a second home, vacation homes or condominiums (including any weeks in a
time-share unit), land, rental real estate, a partnership, or money owed to you
on a land contract or mortgage?
1 YES...(Go To YAST30-4160)
4 NO
Default Next:YAST30-4870
Lead-In:YAST30-4010A2A [0:0], YAST30-4010 [Default], YAST30-4116A-LOOP-END
[Default]
-----------------------------------------------------------------------------
YAST30-4160
If you sold all of the other real estate that [you and/or your spouse/partner own] and paid off any debts on it, how much would you get? IF
RESPONDENT WOULD LOSE MONEY ON OTHER REAL ESTATE AFTER SALE ENTER NEGATIVE
VALUE.
1 SELECT TO ENTER AMOUNT...(Go To YAST30-4162)
2 SELECT TO ENTER RANGE...(Go To YAST30-4164_000001)
Default Next:YAST30-4166
Lead-In:YAST30-4140 [1:2]
-----------------------------------------------------------------------------
YAST30-4162
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4166
Default Next:YAST30-4870
Lead-In:YAST30-4160 [1:1]
-----------------------------------------------------------------------------
YAST30-4164_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-4870
Lead-In:YAST30-4164_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4166
(REFER TO SHOWCARD KK): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-4870
Lead-In:YAST30-4162 [-2:-1], YAST30-4160 [Default]
-----------------------------------------------------------------------------
YAST30-4870
(REFER TO SHOWCARD FF): Now we would like to get your best estimate of the value of your household
furnishings you own, including furniture, major appliances, and home electronic
items. When answering this question, please consider only items you and/or your spouse/partner own. If you and/or your spouse/partner
own part of an item with someone else, only include the value of the part you and/or your spouse/parnter
own. Please look at this card and tell me the letter of your best estimate of
the amount of money you would get if you were to sell all of your and your spouse/partner’s personal
household furnishings. Remember to include only your portion of household items that you and/or you spouse/partner own with others.
Default Next:YAST30-4880
Lead-In:YAST30-4000S7 [Default], YAST30-4000S8 [Default], YAST30-4000S10A
[Default], YAST30-4000S10B_000002 [Default], YAST30-4000S10C [Default],
YAST30-4140 [Default], YAST30-4162 [Default], YAST30-4164_000002
[Default], YAST30-4166 [Default]
-----------------------------------------------------------------------------
YAST30-4880
Do [you/you and/or your spouse/you or your partner] have any other savings or
substantial assets that we haven't already discussed -- for example assets in a
trust, annuity, or managed investment account, art work, precious metals,
antiques, oil and gas leases, futures contracts, royalties, or something else?
1 Yes (Go To YAST30-4900)
0 No
Default Next:YAST30-5010
Lead-In:YAST30-4870 [Default]
-----------------------------------------------------------------------------
YAST30-4900
If you sold all of the other assets [you and/or your spouse/partner own] how much would you get?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-4902)
2 SELECT TO ENTER RANGE...(Go To YAST30-4904_000001)
Default Next:YAST30-4906
Lead-In:YAST30-4880 [1:3]
-----------------------------------------------------------------------------
YAST30-4902
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4906
Default Next:YAST30-5010
Lead-In:YAST30-4900 [1:1]
-----------------------------------------------------------------------------
YAST30-4904_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-5010
Lead-In:YAST30-4904_000001 [Default]
-----------------------------------------------------------------------------
YAST30-4906
(REFER TO SHOWCARD FF): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-5010
Lead-In:YAST30-4902 [-2:-1], YAST30-4900 [Default]
-----------------------------------------------------------------------------
YAST30-5010
Now I would like to ask you a few questions about any debts you or your spouse/partner might have other
than mortgages and other real estate loans, business debts, and auto loans.
Default Next:YAST30-5011
Lead-In:YAST30-4880 [Default], YAST30-4902 [Default], YAST30-4904_000002
[Default], YAST30-4906 [Default]
-----------------------------------------------------------------------------
YAST30-5011
[PREV_COLLOAN]==1
COMMENT: Respondent was loaned money from family/friends at last assets interview
If Answer = 1 Then Go To YAST30-5011A
Default Next:YAST30-5015
Lead-In:YAST30-5010 [Default]
-----------------------------------------------------------------------------
YAST30-5011A
In previous interviews you reported receiving loans from parents, other
relatives, or friends to help you attend school or college. What is the total
amount that you owe altogether on these educational loans from family members or
friends?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-5012)
2 SELECT TO ENTER RANGE...(Go To YAST30-5013_000001)
Default Next:YAST30-5014
Lead-In:YAST30-5011 [1:1]
-----------------------------------------------------------------------------
YAST30-5012
(ENTER AMOUNT)
Enter Number:
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5014
Default Next:YAST30-5015
Lead-In:YAST30-5011A [1:1]
-----------------------------------------------------------------------------
YAST30-5013_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-5015
Lead-In:YAST30-5013_000001 [Default]
-----------------------------------------------------------------------------
YAST30-5014
(REFER TO SHOWCARD II): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-5015
Lead-In:YAST30-5012 [-2:-1]
-----------------------------------------------------------------------------
YAST30-5015
[PREV_GOVLOAN]==1
COMMENT: Respondent was loaned money from government sources at last assets interview
If Answer = 1 Then Go To YAST30-5015A
Default Next:YAST30-5020
Lead-In:YAST30-5011 [Default], YAST30-5012 [Default], YAST30-5013_000002
[Default], YAST30-5014 [Default]
-----------------------------------------------------------------------------
YAST30-5015A
In previous interviews you reported borrowing government-subsidized or other
types of loans to attend a school or college. What is the total amount that you
owe altogether on these educational loans?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-5016)
2 SELECT TO ENTER RANGE...(Go To YAST30-5017_000001)
Default Next:YAST30-5018
Lead-In:YAST30-5015 [1:1]
-----------------------------------------------------------------------------
YAST30-5016
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5018
Default Next:SPOUSE/PARTNER Educational loans
Lead-In:YAST30-5015A [1:1]
-----------------------------------------------------------------------------
YAST30-5017_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next: SPOUSE/PARTNER Educational loans
Lead-In:YAST30-5017_000001 [Default]
-----------------------------------------------------------------------------
YAST30-5018
(REFER TO SHOWCARD II): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:SPOUSE/PARTNER Educational loans
Lead-In:YAST30-5016 [-2:-1], YAST30-5015A [Default]
-----------------------------------------------------------------------------
ADD NEW QUESTIONS: SPOUSE/PARTNER Educational loans
Check: If respondent has spouse/partner
Does your spouse/partner have any educational loans from family/friends or government sources that s/he is still paying off?
What is the total amount that your spouse/partner owes altogether for educational loans from loans given by family/friends and from government-subsidized or other types of loans to attend school or college?
Amount
Range
Showcard II
___________________________________________________
-----------------------------------------------------------------------------
YAST30-5130
Do you own any relatives or friends $1000 or more,not counting any money someone loaned you or your spouse/partner for education expenses or for the purchase or remodeling of your home ?
1 YES...(Go To YAST30-5170)
0 NO
Default Next:YAST30-5210A
Lead-In:YAST30-5074 [-2:-1], YAST30-5020 [Default], YAST30-5082 [Default],
YAST30-5084_000002 [Default], YAST30-5086 [Default]
-----------------------------------------------------------------------------
YAST30-5170
Altogether, how much is still owed on this/these loan(s)?
0 Nothing, Zero, Paid all of loan back
1 SELECT TO ENTER AMOUNT...(Go To YAST30-5172)
2 SELECT TO ENTER RANGE...(Go To YAST30-5174_000001)
Default Next:YAST30-5176
Lead-In:YAST30-5164 [Default]
-----------------------------------------------------------------------------
YAST30-5172
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5176
Default Next:YAST30-5210A
Lead-In:YAST30-5170 [1:1]
-----------------------------------------------------------------------------
YAST30-5174_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-5210A
Lead-In:YAST30-5174_000001 [Default]
-----------------------------------------------------------------------------
YAST30-5176
(REFER TO SHOWCARD S): Can you tell me the letter of the category that is your best estimate of that amount?
Lead-In:YAST30-5172 [-2:-1], YAST30-5170 [Default]
-----------------------------------------------------------------------------
YAST30-5210A
Do [you/you or your spouse/you or your partner] have any credit cards, such as
Visa, American Express, or credit cards for specific stores, such as department
stores or gas stations?
1 YES...(Go To NEWQUESTION)
0 NO
Default Next:YAST30-5210B1
Lead-In:YAST30-5164 [-2:-1], YAST30-5040 [Default], YAST30-5130 [Default],
YAST30-5172 [Default], YAST30-5174_000002 [Default]
-----------------------------------------------------------------------------
NEWQUESTION:
Thinking of your most recent credit card statements, did you or will you pay off ALL your balances in full?
1 YES
0 NO (Go To YAST30-5210A1)
Default Next: YAST30-5210B1
___________________________________________________
YAST30-5210A1
Again, thinking of your most recent credit card bills, roughly what is the total balance you carried over or will carry over across all of these accounts after you [and/or your spouse/partner] have made your planned payments on these credit cards?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-5210A2)
2 SELECT TO ENTER RANGE...(Go To YAST30-5210A3_000001)
Default Next:YAST30-5210A4
Lead-In:YAST30-5210A [1:1]
-----------------------------------------------------------------------------
YAST30-5210A2
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5210A4
Default Next:YAST30-5210B1
Lead-In:YAST30-5210A1 [1:1]
-----------------------------------------------------------------------------
YAST30-5210A3_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-5210B1
Lead-In:YAST30-5210A3_000001 [Default]
-----------------------------------------------------------------------------
YAST30-5210A4
(REFER TO SHOWCARD II): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-5210B1
Lead-In:YAST30-5210A2 [-2:-1], YAST30-5210A1 [Default]
-----------------------------------------------------------------------------
YAST30-5210B1
Do [you/you or your spouse/you or your partner] owe any money on any credit card
accounts that you no longer have, such as Visa, American Express, or credit
cards for specific stores, such as department stores or gas stations?
1 YES...(Go To YAST30-5210C1)
0 NO
Default Next:YAST30-5210D1
Lead-In:YAST30-5210A2 [Default], YAST30-5210A3_000002 [Default],
YAST30-5210A4 [Default]
-----------------------------------------------------------------------------
YAST30-5210C1
After the most recent payment, roughly what was the balance still owed on all of
these accounts together?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-5210C2)
2 SELECT TO ENTER RANGE...(Go To YAST30-5210C3_000001)
Default Next:YAST30-5210C4
Lead-In:YAST30-5210B1 [1:1]
-----------------------------------------------------------------------------
YAST30-5210C2
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5210C4
Default Next:YAST30-5210D1
Lead-In:YAST30-5210C1 [1:1]
-----------------------------------------------------------------------------
YAST30-5210C3_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-5210D1
Lead-In:YAST30-5210C3_000001 [Default]
-----------------------------------------------------------------------------
YAST30-5210C4
(REFER TO SHOWCARD GG): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-5210D1
Lead-In:YAST30-5210C2 [-2:-1], YAST30-5210C1 [Default]
-----------------------------------------------------------------------------
YAST30-5210D1
(Aside from the accounts that we talked about,) Do [you/you or your spouse/you
or your partner] currently owe money to any other businesses, such as stores,
doctor's offices, hospitals, or banks. Please include any installment plans,
rent-to-own accounts, or any other business that you owe money to.
1 YES...(Go To YAST30-5210D1A)
0 NO
Default Next:YAST30-5250
Lead-In:YAST30-5210A [Default], YAST30-5210B1 [Default], YAST30-5210C2
[Default], YAST30-5210C3_000002 [Default], YAST30-5210C4 [Default]
-----------------------------------------------------------------------------
YAST30-5210D1A
After the most recent payments were made on these accounts, what was the balance
still owed?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-5210D2)
2 SELECT TO ENTER RANGE...(Go To YAST30-5210D3_000001)
Default Next:YAST30-5210D4
Lead-In:YAST30-5210D1 [1:1]
-----------------------------------------------------------------------------
YAST30-5210D2
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5210D4
Default Next:YAST30-5250
Lead-In:YAST30-5210D1A [1:1]
-----------------------------------------------------------------------------
YAST30-5210D3_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-5250
Lead-In:YAST30-5210D3_000001 [Default]
-----------------------------------------------------------------------------
YAST30-5210D4
(REFER TO SHOWCARD GG): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-5250
Lead-In:YAST30-5210D2 [-2:-1], YAST30-5210D1A [Default]
-----------------------------------------------------------------------------
YAST30-5250
[KEY_MARSTAT]==1 || [YOUTH_PARTNER]==1
COMMENT: Respondent is currently married or has a partner
If Answer = 1 Then Go To YAST30-5260
Default Next:YAST30-5400
Lead-In:YAST30-5210D1 [Default], YAST30-5210D2 [Default],
YAST30-5210D3_000002 [Default], YAST30-5210D4 [Default]
-----------------------------------------------------------------------------
YAST30-5260
[KEY_EVERLIVED3]==1
COMMENT: Respondent got married or starting living with spouse/partner since last assets
interview
If Answer = 1 Then Go To YAST30-5280
Default Next:YAST30-5310
Lead-In:YAST30-5250 [1:1]
-----------------------------------------------------------------------------
YAST30-5280
Thinking of all of the things your [spouse/partner] owned and his/her savings
and investments when you got married or started living with your partner, if
your [spouse/partner] had sold all of this and paid off any debts owed at that
time, about how much would your [spouse/partner] have received?
IF SPOUSE/PARTNER HAD MORE DEBTS THAN ASSETS ENTER NEGATIVE VALUE
1 SELECT TO ENTER AMOUNT...(Go To YAST30-5282)
2 SELECT TO ENTER RANGE...(Go To YAST30-5284_000001)
Default Next:YAST30-5286
Lead-In:YAST30-5260 [1:1]
-----------------------------------------------------------------------------
YAST30-5282
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5286
Default Next:YAST30-5310
Lead-In:YAST30-5280 [1:1]
-----------------------------------------------------------------------------
YAST30-5284_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-5310
Lead-In:YAST30-5284_000001 [Default]
-----------------------------------------------------------------------------
YAST30-5286
(REFER TO SHOWCARD KK): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-5310
Lead-In:YAST30-5282 [-2:-1], YAST30-5280 [Default]
-----------------------------------------------------------------------------
YAST30-5310
We understand that some couples have savings investments, and business that are owned by only one person in the couple and that other couples own most assets jointly. Does your [spouse/partner] have any savings, investments, businesses or own any assets
that you do not share any interest in?
1 YES...(Go To YAST30-5320)
0 NO
Default Next:YAST30-5400
Lead-In:YAST30-5260 [Default], YAST30-5282 [Default], YAST30-5284_000002
[Default], YAST30-5286 [Default]
-----------------------------------------------------------------------------
YAST30-5320
If your [spouse/partner] sold or cashed in all of the savings, investments, businesses and
assets he/she owns that you do not have an interest in, how much would your
[spouse/partner] receive?
1 SELECT TO ENTER AMOUNT...(Go To YAST30-5322)
2 SELECT TO ENTER RANGE...(Go To YAST30-5324_000001)
Default Next:YAST30-5326
Lead-In:YAST30-5310 [1:1]
-----------------------------------------------------------------------------
YAST30-5322
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5326
Default Next:YAST30-5400
Lead-In:YAST30-5320 [1:1]
-----------------------------------------------------------------------------
YAST30-5324_000001
(READ IF NECESSARY) What is the lower amount of the range? What is the upper
amount of the range?
Default Next:YAST30-5400
Lead-In:YAST30-5324_000001 [Default]
-----------------------------------------------------------------------------
YAST30-5326
(REFER TO SHOWCARD KK): Can you tell me the letter of the category that is your best estimate of that amount?
Default Next:YAST30-5400
Lead-In:YAST30-5322 [-2:-1], YAST30-5320 [Default]
-----------------------------------------------------------------------------
YAST30-5400
Sometimes people go through hard times financially. The next few questions are
about any financial difficulties you may have gone through recently.
Default Next:YAST30-5410
Lead-In:YAST30-5250 [Default], YAST30-5310 [Default], YAST30-5322
[Default], YAST30-5324_000002 [Default], YAST30-5326 [Default]
-----------------------------------------------------------------------------
YAST30-5410
Now thinking of all the various loan or mortgage payments you or your spouse/partner made during the
last year, were all payments made the way they were scheduled, or were payments
on any of the loans sometimes made later or missed?
1 All payments were made on schedule
2 Payments were sometimes made late or missed...(Go To YAST30-5411)
3 No payments due
Default Next:YAST30-5420
Lead-In:YAST30-5400 [Default]
-----------------------------------------------------------------------------
YAST30-5411
Were you or your spouse/partner ever behind in your payments by two months or more?
1 YES
0 NO
Default Next:YAST30-5420
Lead-In:YAST30-5410 [2:2]
-----------------------------------------------------------------------------
YAST30-5420
Have [you/you or your spouse/you or your partner] ever declared bankruptcy?
1 YES...(Go To YAST30-5421)
0 NO
Default Next:YPRG-1210
Lead-In:YAST30-5410 [Default], YAST30-5411 [Default]
-----------------------------------------------------------------------------
YAST30-5421
How many times have [you/you or your spouse/you or your partner] declared
bankruptcy?
1 ONCE
2 MORE THAN ONCE
Default Next:YAST30-5422
Lead-In:YAST30-5420 [1:1]
-----------------------------------------------------------------------------
YAST30-5422
Please think about the most recent time that [you/you or your spouse/you or your
partner] declared bankruptcy. In what month and year was this?
Default Next:YAST30-5423
Lead-In:YAST30-5421 [Default]
-----------------------------------------------------------------------------
YAST30-5423
What type of bankruptcy did [you/you or your spouse/you or your partner]
declare? Was it...
1 Chapter 7, commonly referred to as Straight Bankruptcy
2 Chapter 11, commonly referred to as Business Reorganization
3 Chapter 12, commonly referred to as Family Farmer Reorganization
4 Chapter 13, commonly referred to as Personal Debt Reorganization/Wage Earner Repayment Plan
5 Other (SPECIFY)
Default Next:YPRG-1210
Lead-In:YAST30-5422 [Default]
-
Program Participation
This section has been restructured for Round 14. Here is an overview of the changes to the section.
We will provide complete program participation event history data through September 30, 2010. Round 14 and Round 15 respondents who do not complete the Round 13 interview will complete the Round 13 program participation section. Their data will be used to construct the traditional event history variables through September 30, 2010, and then to generate summary variables parallel to the Rounds 14 and 15 data after that time. No event history variables will be prepared for dates after September 30, 2010; a new set of created variables may need to be defined. No edits will be required to accommodate the prior-round NIRs beginning in Round 16.
An abbreviated program participation section is detailed below.
YPRGA-1000 [] |
Section: Program Participation - Abbreviated |
Sometimes
people go through hard times or need some help. For these next
questions we are interested in different kinds of payments that might
have been made directly to [you or your spouse/you or your
partner/you] through government programs. For
these questions, please do not include any payments that were made to
your parents or to other members of your family or household, even if
the payments were used to help pay for your support.
Default Next: |
YPRGA-2000 |
|
|
YPRGA-1100
Since (DLI), have [you or your spouse/you or your partner/you] ever…
|
|
1 lived in a public housing project? Y/N |
|
2 received rental certificates or vouchers from a public agency? Y/N |
YPRGA-1200 [] |
Section: Program Participation |
Since [LINTDATE~X] have [you or your spouse/you or your partner/you] received any of the following kinds of assistance from a government program?
|
- Transportation assistance, such as gas vouchers, bus passes, help registering, repairing, or insuring car? Y/N |
|
- Child care services or assistance so you could go to work or school or training? Y/N |
|
- Help paying energy bills? Y/N |
|
- Food assistance from the Supplemental Nutrition Assistance Program or Food Stamps? Y/N |
|
- Food assistance from the Women, Infants and Children (WIC) program? Y/N |
|
- Cash assistance from Supplemental Security Income or SSI? Y/N |
|
- Cash assistance from TANF, AFDC or other government programs to help low-income families? |
|
- Other cash or non-cash assistance from the government because you had income that was too low to meet needs? Y (Specify)/ N |
YPRG-1800
These next questions are about Unemployment Insurance. This is temporary financial assistance paid by Federal or State governments to people who are out of work. [I will be asking separately about you and your spouse/partner.]
Default: YPRGA-1830_UPD
YPRG-1920_UPD [] |
Section: Program Participation |
Since [LINTDATE~X] have you received any unemployment compensation payments?
|
|
1 YES ...(Go To YPRG-1930_UPD) |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-1860_UPD [1:1], YPRG-1899_UPD [1:1], YPRG-1905_UPD [Default], YPRG-1910_UPD [Default] |
YPRG-1930_UPD [] |
Section: Program Participation |
Are you currently receiving unemployment compensation?
|
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-1850_UPD [1:1], YPRG-1920_UPD [1:1] |
YPRG-3700R2-LOOP-BEGIN [] |
Section: Program Participation |
REPEAT
COMMENT: Unemployment loop
Default Next: |
|
Lead-In: |
YPRG-1930_UPD [Default] |
YPRG-3900B_UPD [] |
Section: Program Participation |
[loop]==1
COMMENT: This is the first time through the loop
If Answer = 1 Then Go To YPRG-3901_UPD
Default Next: |
|
Lead-In: |
YPRG-3700R2-LOOP-BEGIN [Default] |
YPRG-3901_UPD [] |
Section: Program Participation |
[R was receiving unemployment]==1
COMMENT: Respondent was receiving unemployment compensation at DLI
If Answer = 1 Then Go To YPRG-4500_UPD
Default Next: |
|
Lead-In: |
YPRG-3900B_UPD [1:1] |
YPRG-4000_UPD [] |
Section: Program Participation |
Since (dli), what month and year did you [first/next([loop])] receive unemployment compensation?
Enter Date: |
|
|
|
|
Month |
Year |
|
Default Next: |
|
Lead-In: |
YPRG-3900B_UPD [Default], YPRG-3901_UPD [Default] |
YPRG-4100_UPD [] |
Section: Program Participation |
ISCOMPLETE([CUR_UNEMP_START1([loop])])
COMMENT: Unemployment start date is refused, don't know or missing
If Answer = 1 Then Go To YPRG-4200_UPD
Default Next: |
|
Lead-In: |
YPRG-4000_UPD [Default] |
YPRG-4200_UPD [] |
Section: Program Participation |
What day in {^CUR_UNEMP_START1([loop])~X^} did you [first/next([loop])] receive unemployment compensation?
Enter Number: |
|
If Answer >= -2 AND Answer <= -1 Then Go To YPRG-4300_UPD
Default Next: |
|
Lead-In: |
YPRG-4100_UPD [1:1] |
YPRG-4300_UPD [] |
Section: Program Participation |
Was it at the beginning of {^CUR_UNEMP_START1([loop])~X^}, the middle of {^CUR_UNEMP_START1([loop])~X^} or the end of {^CUR_UNEMP_START1([loop])~X^}?
|
|
1 BEGINNING OF MONTH |
|
2 MIDDLE OF MONTH |
|
3 END OF MONTH |
Default Next: |
|
Lead-In: |
YPRG-4200_UPD [-2:-1] |
YPRG-4400_UPD [] |
Section: Program Participation |
[CUR_CURRENT_UNEMP]==1
COMMENT: Respondent is currently receiving unemployment compensation
If Answer = 1 Then Go To YPRG-4500_UPD
Default Next: |
|
Lead-In: |
YPRG-4200_UPD [Default], YPRG-4300_UPD [Default] |
YPRG-4500_UPD [] |
Section: Program Participation |
Since {^CUR_UNEMP_START1([loop])~X^} have there been any periods of two weeks or more when you did not receive unemployment compensation benefits?
|
|
1 YES ...(Go To YPRG-4700_UPD) |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-3901_UPD [1:1], YPRG-4400_UPD [1:1] |
YPRG-4700_UPD [] |
Section: Program Participation |
What month and year did you [first/next([loop])] stop receiving unemployment compensation for more than two weeks?
Enter Date: |
|
|
|
|
Month |
Year |
|
Default Next: |
|
Lead-In: |
YPRG-4500_UPD [1:1], YPRG-4100_UPD [Default], YPRG-4400_UPD [Default] |
YPRG-4800_UPD [] |
Section: Program Participation |
ISCOMPLETE([CUR_UNEMP_STOP1([loop])])
COMMENT: Unemployment stop date is refused, don't know or missing
If Answer = 1 Then Go To YPRG-4900_UPD
Default Next: |
|
Lead-In: |
YPRG-4700_UPD [Default] |
YPRG-4900_UPD [] |
Section: Program Participation |
What day in {^CUR_UNEMP_STOP1([loop])~X^} did you [first/next([loop])] stop receiving unemployment compensation for more than two weeks?
Enter Number: |
|
If Answer >= -2 AND Answer <= -1 Then Go To YPRG-5000_UPD
Default Next: |
|
Lead-In: |
YPRG-4800_UPD [1:1] |
YPRG-5000_UPD [] |
Section: Program Participation |
Was it at the beginning of {^CUR_UNEMP_STOP1([loop])~X^}, the middle of {^CUR_UNEMP_STOP1([loop])~X^} or the end of {^CUR_UNEMP_STOP1([loop])~X^}?
|
|
1 BEGINNING OF MONTH |
|
2 MIDDLE OF MONTH |
|
3 END OF MONTH |
Default Next: |
|
Lead-In: |
YPRG-4900_UPD [-2:-1] |
YPRG-5100_UPD [] |
Section: Program Participation |
[start date is unknown([loop])]==0 || [stop date is unknown([loop])]==0
COMMENT: Unemployment stop date or start date is refused, don't know or missing
If Answer = 0 Then Go To YPRG-5400_UPD
Default Next: |
|
Lead-In: |
YPRG-4800_UPD [Default] |
YPRG-5200_UPD [] |
Section: Program Participation |
About how many weeks did you receive unemployment compensation?
Enter Number: |
|
Default Next: |
YPRG-5900-UPD |
Lead-In: |
YPRG-5100_UPD [Default] |
YPRG-5900_UPD [] |
Section: Program Participation |
Thinking about the unemployment benefits you received [between (date) and (current/stop date)([loop])], on average, how much did you receive per WEEK during this period?
Enter Number: |
|
If Answer >= -2 AND Answer <= -1 Then Go To YPRG-6000_UPD
Default Next: |
|
Lead-In: |
YPRG-5400_UPD [Default] |
YPRG-6000_UPD [] |
Section: Program Participation |
(HAND
R SHOWCARD BB)
Please
look at this card. Which range corresponds best to the amount you
received per week in unemployment compensation? Just tell me the
letter on the card.
|
|
1 A. $1 - $100 |
|
2 B. $101 - $150 |
|
3 C. $151 - $200 |
|
4 D. $201 - $250 |
|
5 E. $251 - $350 |
|
6 F. More than $350 |
Default Next: |
|
Lead-In: |
YPRG-5900_UPD [-2:-1] |
YPRG-6200B_UPD [] |
Section: Program Participation |
([CUR_CURRENT_UNEMP]==1 &&
[R stopped receiving unemployment([loop])]==0) ||
([R was
receiving unemployment]==1 && [R stopped receiving
unemployment([loop])]==0)
COMMENT: Respondent is currently receiving unemployment and no stop periods
If Answer = 1 Then Go To YPRG-6400CUR-LOOP-END
Default Next: |
|
Lead-In: |
YPRG-5900_UPD [Default], YPRG-6000_UPD [Default] |
YPRG-6300_UPD [] |
Section: Program Participation |
Since {^CUR_UNEMP_STOP1([loop])~X^} did you start receiving unemployment compensation again?
|
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-6200B_UPD [Default] |
YPRG-6400CUR-LOOP-END [] |
Section: Program Participation |
UNTIL (([loop]>=4) || ([R received unemployment again([loop])]==0))
COMMENT: Conditions from loop met? Unemployment loop
Default Next: |
|
Lead-In: |
YPRG-6200B_UPD [1:1], YPRG-6300_UPD [Default] |
YPRG-6500_UPD [] |
Section: Program Participation |
[KEY_MARSTAT]==1 || [YOUTH_PARTNER]==1
COMMENT: Respondent has a spouse or partner
If Answer = 1 Then Go To YPRG-6501A_UPD
Default Next: |
NEXT SECTION |
Lead-In: |
YPRG-1920_UPD [Default], YPRG-6400CUR-LOOP-END [Default] |
YPRG-6501A_UPD [] |
Section: Program Participation |
(INTERVIEWER
: IS R'S [spouse/partner/you] THE SAME [spouse/partner/you] SINCE
[LINTDATE~X]?)
IF
SPOUSE/PARTNER WAS LIVING WITH R BUT WAS NOT REPORTED AT DATE OF LAST
INTERVIEW ENTER "YES." IF NO PARTNER EXISTED AT DATE OF
LAST INTERVIEW ENTER "NO."
|
|
1 YES ...(Go To YPRG-6610_UPD) |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-6500_UPD [1:1] |
YPRG-6610_UPD [] |
Section: Program Participation |
Since [LINTDATE~X] has your [spouse/partner/you] received any unemployment compensation payments?
|
|
1 YES ...(Go To YPRG-6620_UPD) |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-6550_UPD [1:1], YPRG-6590_UPD [1:1], YPRG-6595_UPD [Default], YPRG-6600_UPD [Default] |
YPRG-6620_UPD [] |
Section: Program Participation |
Is your [spouse/partner] currently receiving unemployment compensation?
|
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-6540_UPD [1:1], YPRG-6610_UPD [1:1] |
YPRG-6800R2-LOOP-BEGIN [] |
Section: Program Participation |
REPEAT
COMMENT: Spouse/partner unemployment loop
Default Next: |
|
Lead-In: |
YPRG-6620_UPD [Default] |
YPRG-7000X_UPD [] |
Section: Program Participation |
[loop]==1
COMMENT: this is the first time through the loop
If Answer = 1 Then Go To YPRG-7000A_UPD
Default Next: |
|
Lead-In: |
YPRG-6800R2-LOOP-BEGIN [Default] |
YPRG-7100_UPD [] |
Section: Program Participation |
Since (dli), what month and year did your [spouse/partner/you] [first/next([loop])] receive unemployment compensation?
Enter Date: |
|
|
|
|
Month |
Year |
|
Default Next: |
|
Lead-In: |
YPRG-7000X_UPD [Default], YPRG-7000A_UPD [Default] |
YPRG-7200_UPD [] |
Section: Program Participation |
ISCOMPLETE([CUR_SUNEMP_START2([loop])])
COMMENT: Spouse or partner's unemployment compensation start date is refused, don't know or missing
If Answer = 1 Then Go To YPRG-7500_UPD
Default Next: |
|
Lead-In: |
YPRG-7100_UPD [Default] |
YPRG-7500_UPD [] |
Section: Program Participation |
[CUR_CURRENT_SUNEMP]==1
COMMENT: Spouse or partner is currently receiving unemployment
If Answer = 1 Then Go To YPRG-7700_UPD
Default Next: |
|
Lead-In: |
YPRG-7200_UPD [1:1] |
YPRG-7700_UPD [] |
Section: Program Participation |
Since {^CUR_SUNEMP_START2([loop])~X^}, have there been any periods of two weeks or more when your [spouse/partner/you] did not receive unemployment compensation benefits?
|
|
1 YES ...(Go To YPRG-7800_UPD) |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-7000A_UPD [1:1], YPRG-7500_UPD [1:1] |
YPRG-7800_UPD [] |
Section: Program Participation |
What month and year did your [spouse/partner/you] [first/next([loop])] stop receiving unemployment compensation for more than two weeks?
Enter Date: |
|
|
|
|
Month |
Year |
|
Default Next: |
|
Lead-In: |
YPRG-7700_UPD [1:1], YPRG-7200_UPD [Default], YPRG-7500_UPD [Default] |
YPRG-7900_UPD [] |
Section: Program Participation |
[stop date is unknown([loop])]==0 || [start date is unknown([loop])]==0
COMMENT: Spouse or partner unemployment stop date or start date is refused, don't know or missing
If Answer = 0 Then Go To YPRG-8500_UPD
Default Next: |
|
Lead-In: |
YPRG-7800_UPD [Default] |
YPRG-8300_UPD [] |
Section: Program Participation |
About how many weeks did your [spouse/partner/you] receive unemployment compensation?
Enter Number: |
|
Default Next: |
|
Lead-In: |
YPRG-7900_UPD [Default] |
YPRG-9000_UPD [] |
Section: Program Participation |
Thinking about the unemployment benefits your [spouse/partner/you] received [between (date) and (current/stop date)([loop])], on average, how much did [she/he] receive per WEEK during this period?
Enter Number: |
|
If Answer >= -2 AND Answer <= -1 Then Go To YPRG-9100_UPD
Default Next: |
|
Lead-In: |
YPRG-8500_UPD [Default] |
YPRG-9100_UPD [] |
Section: Program Participation |
(HAND
R SHOWCARD BB)
Please
look at this card. Which range corresponds best to the amount your
[spouse/partner/you] received per week in unemployment compensation?
Just tell me the letter on the card.
|
|
1 A. $1 - $100 |
|
2 B. $101 - $150 |
|
3 C. $151 - $200 |
|
4 D. $201 - $250 |
|
5 E. $251 - $350 |
|
6 F. More than $350 |
Default Next: |
|
Lead-In: |
YPRG-9000_UPD [-2:-1] |
YPRG-9300B [] |
Section: Program Participation |
(([CUR_CURRENT_SUNEMP]==1) &&
([spouse/partner stopped receiving unemployment([loop])] ==0))
||
(([spouse/partner was receiving unemployment]==1) &&
([spouse/partner stopped receiving unemployment([loop])]==0))
COMMENT: Spouse or partner is currently receiving and no stop periods
If Answer = 1 Then Go To YPRG-9500CUR-LOOP-END
Default Next: |
|
Lead-In: |
YPRG-9000_UPD [Default], YPRG-9100_UPD [Default] |
YPRG-9400_UPD [] |
Section: Program Participation |
Since {^CUR_SUNEMP_STOP2([loop])~X^}, did your [spouse/partner/you] start receiving unemployment compensation again?
|
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-9300B [Default] |
YPRG-9500CUR-LOOP-END [] |
Section: Program Participation |
UNTIL (([loop]>=4) || ([spouse/partner received unemployment again([loop])]==0))
COMMENT: Conditions from loop met? Spouse/partner unemployment loop
Default Next: |
NEXT SECTION |
Lead-In: |
YPRG-9300B [1:1], YPRG-9400_UPD [Default] |
YPRG-9510_UPD [] |
Section: Program Participation |
Since you began living together, has your [spouse/partner/you] received any unemployment compensation payments?
|
|
1 YES ...(Go To YPRG-9520_UPD) |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-6501A_UPD [Default] |
YPRG-9520_UPD [] |
Section: Program Participation |
Is your [spouse/partner/you] currently receiving unemployment compensation payments?
|
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-9510_UPD [1:1] |
YPRG-9530CUR-LOOP-BEGIN [] |
Section: Program Participation |
REPEAT
COMMENT: Spouse/partner unemployment loop
Default Next: |
|
Lead-In: |
YPRG-9520_UPD [Default] |
YPRG-9560_UPD [] |
Section: Program Participation |
Please think back to the very
[first/next([loop])] time your [spouse/partner/you] received
unemployment compensation since you began living together.
What
month and year did your [spouse/partner/you] [first/next([loop])]
receive unemployment compensation since you began living together?
Enter Date: |
|
|
|
|
Month |
Year |
|
Default Next: |
|
Lead-In: |
YPRG-9530CUR-LOOP-BEGIN [Default] |
YPRG-9570_UPD [] |
Section: Program Participation |
ISCOMPLETE([CUR_SUNEMP_START3([loop])])
COMMENT: Unemployment start date is refused, don't know or missing
If Answer = 1 Then Go To YPRG-9600_UPD
Default Next: |
|
Lead-In: |
YPRG-9560_UPD [Default] |
YPRG-9600_UPD [] |
Section: Program Participation |
[CUR_CURRENT_SUNEMP3]==1
COMMENT: Spouse or partner is currently receiving unemployment
If Answer = 1 Then Go To YPRG-9610_UPD
Default Next: |
|
Lead-In: |
YPRG-9570_UPD [1:1] |
YPRG-9610_UPD [] |
Section: Program Participation |
Since {^CUR_SUNEMP_START3([loop])~X^}, have there been any periods of two weeks or more when your [spouse/partner/you] did not receive unemployment compensation benefits since you began living together?
|
|
1 YES ...(Go To YPRG-9620_UPD) |
|
0 NO |
Default Next: |
|
Lead-In: |
YPRG-9600_UPD [1:1] |
YPRG-9620_UPD [] |
Section: Program Participation |
What month and year did your [spouse/partner/you] [first/next([loop])] stop receiving unemployment compensation for more than two weeks since you began living together?
Enter Date: |
|
|
|
|
Month |
Year |
|
Default Next: |
|
Lead-In: |
YPRG-9610_UPD [1:1], YPRG-9570_UPD [Default], YPRG-9600_UPD [Default] |
YPRG-9630_UPD [] |
Section: Program Participation |
[stop date is unknown([loop])]==0 || [start date is unknown([loop])]==0
COMMENT: Unemployment stop date or start date is refused, don't know or missing
If Answer = 0 Then Go To YPRG-9670_UPD
Default Next: |
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Lead-In: |
YPRG-9620_UPD [Default] |
YPRG-9660_UPD [] |
Section: Program Participation |
About how many weeks did your [spouse/partner/you] receive unemployment compensation since you began living together?
Enter Number: |
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Default Next: |
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Lead-In: |
YPRG-9630_UPD [Default] |
YPRG-9710_UPD [] |
Section: Program Participation |
Thinking about the unemployment compensation benefits your [spouse/partner/you] received [between (date) and (current/stop date)([loop])], on average, how much did [she/he] receive per week during this period?
Enter Number: |
|
If Answer >= -2 AND Answer <= -1 Then Go To YPRG-9720_UPD
Default Next: |
|
|
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YPRG-9720_UPD [] |
Section: Program Participation |
(HAND
R SHOWCARD BB)
Please
look at this card. Which range corresponds best to the amount your
[spouse/partner/you] received per week in unemployment compensation?
Just tell me the letter on the card?
|
|
1 A. $1 - $100 |
|
2 B. $101 - $150 |
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3 C. $151 - $200 |
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4 D. $201 - $250 |
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5 E. $251 - $350 |
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6 F. More than $350 |
Default Next: |
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Lead-In: |
YPRG-9710_UPD [-2:-1] |
YPRG-9750_UPD [] |
Section: Program Participation |
([CUR_CURRENT_SUNEMP3]==1) && ([spouse/partner stopped receiving unemployment([loop])]==0)
COMMENT: Spouse or partner is currently receiving and no stop periods
If Answer = 1 Then Go To YPRG-9770CUR-LOOP-END
Default Next: |
|
Lead-In: |
YPRG-9710_UPD [Default], YPRG-9720_UPD [Default] |
YPRG-9760_UPD [] |
Section: Program Participation |
Since {^CUR_SUNEMP_STOP3([loop])~X^}, did your [spouse/partner/you] start receiving unemployment compensation again?
|
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1 YES |
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0 NO |
Default Next: |
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Lead-In: |
YPRG-9750_UPD [Default] |
YPRG-9770CUR-LOOP-END [] |
Section: Program Participation |
UNTIL (([loop]>=4) || ([spouse/partner received unemployment again([loop])]==0))
COMMENT: Conditions from loop met? Spouse/partner unemployment loop
Default Next: |
NEXT SECTION |
Lead-In: |
YPRG-9750_UPD [1:1], YPRG-9760_UPD [Default] |
SAQ2
Fertility expectations module will be for Round 13 NIRs only. A new machine check will be added.
YSAQ2-338-LOOP-END Default: YSAQ2-fertexp_check
YSAQ2-fertexp_check:
[R13 complete]=0
/* R did not complete R13*/
If answer=1 go to YSAQ2--338a
Default: YSAQ2-339
YSAQ2-338a Have you ever been part of a couple that had problems getting pregnant or having a baby?
1 Yes
2 Maybe
3 No and I have tried to have a child
4 I have not tried to have a child
YSAQ2-338b Do any of the following statements apply to you? (CHECK ALL THAT APPLY)?
I have had unprotected sex for at least 12 months in a row without conceiving a child. Y N
[IF 338bi=N] I have had unprotected sex for at least 6 months in a row without conceiving a child. Y N
I have had multiple miscarriages or still births.
Y N
[IF 338biii=N] I have had a miscarriage or still birth.
Y N
A partner or I have received a doctor’s diagnosis regarding fertility difficulties.
Y N
Default: SAQ2-339
Political Participation
Update YPOL-109
Update YPOL-130 and 130A: change 2008 to 2010.
YPOL-100 [] |
Section: Political Participation |
These next questions are about politics in the United States.
Default Next: |
|
Lead-In: |
YHEA-2304 [1:1], YHEA-3000A [Default], YHEA-3021A [Default], YHEA-3022A [Default], YHEA-3030 [Default] |
YPOL-105 [] |
Section: Political Participation |
Some people seem to follow what's going on in government and public affairs most of the time, whether there's an election going on or not. Others aren't that interested. Would you say you follow what's going on in government and public affairs most of the time, some of the time, only now and then, or hardly at all?
|
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1 MOST OF THE TIME |
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2 SOME OF THE TIME |
|
3 ONLY NOW AND THEN |
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4 HARDLY AT ALL |
Default Next: |
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Lead-In: |
YPOL-100 [Default] |
YPOL-109 [] |
Section: Political Participation |
[the current date] > TEXT2DATE ("")
If Answer = 1 Then Go To YPOL-110
Default Next: |
|
Lead-In: |
YPOL-105 [Default] |
YPOL-110 [] |
Section: Political Participation |
Let's talk about [the recent
election/the election last November]. In talking to people about
elections, we often find that a lot of people were not able to vote
because they weren't registered, they were sick, or they just didn't
have time. Which of the following statements best describes
you:
One, I did not vote (in the election [this/last]
November);
Two, I thought about voting this time, but
didn't;
Three, I usually vote, but didn't this time; or
Four,
I am sure I voted?
|
|
1 I DID NOT VOTE (IN THE ELECTION THIS NOVEMBER) |
|
2 I THOUGHT ABOUT VOTING THIS TIME, BUT DIDN'T |
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3 I USUALLY VOTE, BUT DIDN'T THIS TIME |
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4 I AM SURE I VOTED ...(Go To YTEL-55) |
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5 R NOT ELIGIBLE TO VOTE ...(Go To YTEL-55) |
Default Next: |
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Lead-In: |
YPOL-109 [1:1] |
YPOL-130 [] |
Section: Political Participation |
Were you registered to vote in the November 2010 election?
|
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
YPOL-110 [Default] |
YPOL-130A [] |
Section: Political Participation |
Are you registered to vote in the November 2010 election?
|
|
1 YES |
|
0 NO |
Default Next: |
|
Lead-In: |
YPOL-109 [Default] |
YPOL-130B [] |
Section: Political Participation |
In talking to people about
elections, we often find that a lot of people are not able to vote
because they aren't registered, they get sick, or they just don't
have time. Which of the following statements best describes
you:
One, I do not plan to vote (in the election in
November);
Two; I don't know if I will vote or not;
Three,
I plan to vote;
Four, I have already voted
|
|
1 I DO NOT PLAN TO VOTE (IN THE ELECTION THIS NOVEMBER) |
|
2 I DON'T KNOW IF I WILL VOTE OR NOT |
|
3 I PLAN TO VOTE |
|
4 I HAVE ALREADY VOTED |
|
5 R NOT ELIGIBLE TO VOTE |
Tell Us What You Think
The ladder of life questions YTEL70 through 72 will be removed.
Questions on personality traits which were slated for Round 12 but not included due to increased length of the interviews will be added:
YTEL-IND []
Section: Tell Us What You Think
(HAND R CARD WW)
We'd like to end the interview with some questions about how you see yourself. Now I will read some statements that may or may not apply to you. On the same scale, where 1 means disagree strongly and 7 means agree strongly, please tell me how much you agree or disagree that each statement describes who you are and how you act.- I do not work as hard as the majority of people around me.
- I do what is required, but rarely anything more.
- I have high standards and work toward them.
- I make every effort to do more than what is expected of me.
-
1 1 -- Disagree strongly
2 2 -- Disagree moderately
3 3 -- Disagree a little
4 4 -- Neither agree nor disagree
5 5 -- Agree a little
6 6 -- Agree moderately
7 7 -- Agree strongly
-
Default Next:
Lead-In:
YTEL-TIPIA [Default]
-
-
YTEL-TRAD []
Section: Tell Us What You Think
(HAND R CARD WW)
Again on the same scale, where 1 means disagree strongly and 7 means agree strongly, how much do you agree or disagree that the following statements describe who you are and how you act.- I do not intend to follow every little rule that others make up.
- When I was in school, I used to break rules quite regularly.
- I support long-established rules and traditions.
- Even if I knew how to get around the rules without breaking them, I would not do it.
|
1 1 -- Disagree strongly |
|
2 2 -- Disagree moderately |
|
3 3 -- Disagree a little |
|
4 4 -- Neither agree nor disagree |
|
5 5 -- Agree a little |
|
6 6 -- Agree moderately |
|
7 7 -- Agree strongly |
New questions on risk preference will be added. These questions are also being asked in the NLSY79.
YTEL-77
Now I have another kind of question. Suppose that you are the only income earner in the family, but that your current job is ending. You have to choose between two new jobs. The first job would guarantee your current family income for life. The second job is also guaranteed for life and possibly better paying, but the income is less certain. There is a 50-50 chance that the second job will double your current family income for life and a 50-50 chance that it will cut your current family income by a third for life.
Which job would you take: the first job or the second job?
First job [Go to Risk-3]
Second job [Go to Risk-2]
YTEL-78
Suppose the chances were 50-50 that the second job would double your current family income and 50-50 that it would cut it in half.
Would you take the first job or the second job?
First job [Go to Risk-4]
Second job [Go to Risk-4]
YTEL-79
Suppose the chances were 50-50 that the second job would double your current family income and 50-50 that it would only cut it by 20 percent.
Would you take the first job or the second job?
First job [Go to Risk-4]
Second job [Go to Risk-4]
YTEL-80
Are you generally a person who is fully prepared to take risks or do you try to avoid taking risks? Rate yourself from 0 to 10, where 0 means “unwilling to take any risks” and 10 means “fully prepared to take risks.”
YTEL-81
People can behave differently in different situations. How would you rate your willingness to take risks in the following areas? For each situation, rate your willingness from 0 to 10, where 0 means “unwilling to take any risks” and 10 means “fully prepared to take risks.”
a. While driving?
b. In financial matters?
c. In your occupation?
d. With your health?
e. In your faith in other people?
f. In your romantic relationships?
g. In making major life changes?
h. In placing a bet where you have a 50-50 chance of winning $20 and a 50-50 chance of losing $10?
YTEL-61 Those are all of the questions that we have for you this year. As usual we appreciate the time and the attention that you give to the NLSY97.
Default: Interviewer Remarks
Interviewer remarks
YIR 504 : Add “or R13 complete=1”
Skin color question will only be asked for Respondents who missed round 12 and round 13.
Changes to questions with showcards, lists and references to computer screens:
These changes are being made to make the questionnaire more phone-friendly.
(a) References to showcards that say “ Hand R showcard “ will need to be changed to “Refer to showcard “
(b) We will give the interviewer an option to indicate the mode of the interview at the beginning of the interview and set up a preload. For in-person interviews question wording in the questions which say “Please look at this card/showcard” will appear and these will not show up for phone interviews.
YINC-11700,YINC-1800A,YINC-2700,YINC-7800A, YAST25-1260,YAST25-1866, YAST25-1936,YAST25-1966, YAST25-2006,YAST25-2036,
YAST25-2086,YAST25-2146,YAST25-2176,YAST25-2236, YAST25-2296,YAST25-2346, YAST25-2376,YAST25-2416,YAST25-2446,YAST25-2496,YAST25-2556,YAST25-2626,YAST25-2656,YAST25-2696,YAST25-2726,YAST25-2766,YAST25-2796,YAST25-2866,YAST25-2916,YAST25-2946,YAST25-2976, YAST25-3016,YAST25-3046,YAST25-3126,YAST25-3176,YAST25-3206, YAST25-3236,YAST25-3286,YAST25-3386,YAST25-3466,YAST25-3496,YAST25-3536, YAST25-3576,YAST25-3606,YAST25-3656,YAST25-3686,YAST25-3726,YAST25-3756,YAST25-3800,YAST25-3816,YAST25-3886,YAST25-3926,YAST25-3966,YAST25-3986, YAST25-4000S9C,YAST25-4000S10C ,YAST25-4426 ,YAST25-4556
YAST25-4686 ,YAST25-4770A2, YAST25-4296, YAST25-4300A2 ,YAST25-4816, YAST25-4846, YAST25-4036, YAST25-4036A ,YAST25-4166, YAST25-4870 ,YAST25-4906, YAST25-5014, YAST25-5018, YAST25-5050,YAST25-5086,YAST25-5140,YAST25-5176,YAST25-5210A4,YAST25-5210C4,YAST25-5210D4,YAST25-5286,YAST25-5326
2.References to lists which imply in-person settings e.g. “Here is the list”, “Besides the people on this list” “Please look at the following list of benefits” will have to be changed to “I’m going to refer to a list”
YHHI-44700, YHHI-48500 , YHHI-48600 , YHHI-48740,YHHI-48732,YHHI-49065,YHHI-49900,YHHI-51900CHECK,YSCH-33700,YEMP-100300,YEMP-101110,YEMP-101300B,YEMP-107600B,YEMP-119400,YTRN-6200,YMAR-710XAH,YMAR-710YAH,YMAR-714DAH,YMAR-716DAH,YMAR-716QAH,YMAR-717DAH,YMAR-730A,YMAR-740RH,YMAR-740V,YMAR-750,YFER-8400
3.References to the computer: e.g. “Please look at the computer screen”, “interviewer: show the R the information on the computer screen”: wording will be changed to “Interviewer: refer to information on the computer screen”. YSAQ-INTRO-1,YSAQ-521,YFER-7900,YSAQ2-INTRO-2, YCOI-100A,YSAQ2-521AYHHI-LOC-1751YHHI-LOC-1754,YCON-LOC-1770,YCON-LOC-1776,YCON-LOC-1780.
|
The NLSY97 design team works to maintain a relatively constant respondent burden across rounds by balancing all additions and subtractions from the questionnaire. A series of questions for military veterans on their job transitions as well as questions on workplace injuries and fertility expectations will only be asked of those who did not participate in Round 13. Questions on the respondent’s position on the ladder of life have also been removed. The program participation section has been substantially shortened. The planned rotation has been slightly modified for the self administered and fertility questions, which will lead to shorter expected timings for Round 14. The assets section in Round 14 has been redesigned for respondents who turn 30. Housing questions for respondents who are not eligible for the full assets section has been moved from the household information to the assets section. The Round 14 questionnaire also includes additions to Round 13 content. The Tell Us What You Think section will contain questions about risk preferences and questions about the respondent’s favorite person. Two new questions have been added to the income section to obtain information on the respondent’s income from government programs. The political participation section is slated for Round 14. Altogether, we expect the design edits to the questionnaire in Round 14 to lead to no significant change in the respondent burden.
| File Type | application/msword |
| File Title | NLSY97 OMB Justification |
| Author | meisenheimer_j |
| Last Modified By | rowan_c |
| File Modified | 2010-03-16 |
| File Created | 2010-03-16 |
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