Medicare Current Beneficiary Survey (MCBS):(CMS Number CMS-P-0015A)

Medicare Current Beneficiary Survey (MCBS)

Attachment 4 Questionnaire Comprehensive Format Section by SectionIA_05.01.0000

Medicare Current Beneficiary Survey (MCBS):(CMS Number CMS-P-0015A)

OMB: 0938-0568

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Download: pdf | pdf
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BOX IA1A

BOX IA1A

Page Order # :

10

BOX INSTRUCTIONS
( IAQ1010 )

IF (SP IS IN THE EXIT SAMPLE AND PREVIOUS ROUND INTERVIEW WAS
NOT SKIPPED), GO TO IAINT8 - SPSEINHH ( IAQ1020 ).
ELSE GO TO IAINTRO - IAINT ( IAQ1040 ).

ASSIGNMENTS
Before beginning IA questions, create a current round INCO record to collect IA data:
Key = INCO.INCOBASE + INCO.INCORND
Set INCO.INCORND = current round.

INCORND
TECHNICAL NOTES
19

ExitNotSkip

If SP is in the Exit Sample and previous round interview
not skipped =
MRES.INTTYPE=8/ExitInterviewHadPrev on MRES
where MRES.MRESRND = current round.

DESIGN NOTES

2:15:54 PM Thursday, December 17, 2009

Page 1 of 113

IAINT8

IAINT8

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

SPSEINHH

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

20

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

Display "IN THE HOUSEHOLD" in bold.

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:

WAS SP'S SPOUSE LIVING IN THE HOUSEHOLD DURING THIS
ROUND?

Question Text:
Int. Instr II:
INPUT FIELDS / ROUTING

2:15:54 PM Thursday, December 17, 2009

Page 2 of 113

IAINT8
SPSEINHH

Field1:
Cheshire Name:

( IAQ1020 )

INCO.SPSEINHH

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesnodk
1
No
No

Number Label
1 Yes

FieldSize:
Min Value:
Max Value:
Mask:

Route
IAINT9 - ADLTINHH ( IAQ1030 )

English text: YES
2

No

IAINT9 - ADLTINHH ( IAQ1030 )

English text: NO
Attribute
Don't know

Route
IAINT9 - ADLTINHH ( IAQ1030 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES

DESIGN NOTES

2:15:55 PM Thursday, December 17, 2009

Page 3 of 113

IAINT9

IAINT9

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

ADLTINHH

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

30

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

If IAINT8 - SPSEINHH = 1/Yes, display "AND SP'S SPOUSE".
Else do not display.

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:

BESIDES SP (AND SP'S SPOUSE), WAS ANY OTHER ADULT,
AGE 15 OR OLDER, LIVING IN THE HOUSEHOLD DURING THIS
ROUND?

Question Text:
Int. Instr II:
INPUT FIELDS / ROUTING

2:15:55 PM Thursday, December 17, 2009

Page 4 of 113

IAINT9
ADLTINHH

Field1:
Cheshire Name:

( IAQ1030 )

INCO.ADLTINHH

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesnodk
1
No
No

Number Label
1 Yes

FieldSize:
Min Value:
Max Value:
Mask:

Route
IAINTRO - IAINT ( IAQ1040 )

English text: YES
2

No

IAINTRO - IAINT ( IAQ1040 )

English text: NO
Attribute
Don't know

Route
IAINTRO - IAINT ( IAQ1040 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES

DESIGN NOTES

2:15:55 PM Thursday, December 17, 2009

Page 5 of 113

IAINTRO

IAINTRO

Page Order # :

Design Screen Type:

No Entry

Fields:

Field 1:

IAINT

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

40

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

Now I have some questions about (PREVIOUS YEAR) income and
other financial resources for [you/(SP)/you and your
(wife/husband)/(SP) and (his/her) (wife/husband)].
Your answers will be combined with those of other respondents, and
(your/his/her) Medicare benefits will not be affected in any way by
your answers to these questions.

Int. Instr II:

GIVE BROCHURE TO RESPONDENT. ALLOW A FEW MINUTES
FOR RESPONDENT TO REVIEW BROCHURE IF NECESSARY.

2:15:55 PM Thursday, December 17, 2009

Page 6 of 113

IAINTRO
INPUT FIELDS / ROUTING

Field1:

( IAQ1040 )

IAINT

TEMP

Cheshire Name:
Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TContinueEMPTY
1
No
No

Number Label
1 Continue

FieldSize:
Min Value:
Max Value:
Mask:

Route
IAINTRO1 - IAINT1 ( IAQ1050 )

English text: CONTINUE
Attribute
Empty

Route
IAINTRO1 - IAINT1 ( IAQ1050 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

2:15:55 PM Thursday, December 17, 2009

Page 7 of 113

IAINTRO
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

DESIGN NOTES

2:15:55 PM Thursday, December 17, 2009

Page 8 of 113

IAINTRO1

IAINTRO1

Page Order # :

Design Screen Type:

No Entry

Fields:

Field 1:

IAINT1

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

50

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

If SP is married, display “[Please answer all questions for [you and
your (wife/husband)/(SP) and (his/her) (wife/husband]]."
Else do not display.

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

As the brochure explains, your responses to these questions can
help us determine the impact of income on (your/his/her) use and
access to health care. I will be asking a series of questions about
[your/(SP’s)/you and your (wife’s/husband’s)/(SP) and (his/her)
(wife’s/husband’s)] income and other financial resources. First, I will
ask whether [you/(SP)/you and your (wife/husband)/(SP) and
(his/her) (wife/husband)] had particular types of income or other
resources. All these questions can be answered with a "yes" or a
"no." Then, I will ask you to estimate [your/(SP's)/their] total

2:15:55 PM Thursday, December 17, 2009

Page 9 of 113

IAINTRO1
income. [Please answer all questions for [you and your
(wife/husband)/(SP) and (his/her) (wife/husband)].
Please feel free to refer to any records or other persons who may be
of assistance to you.
Int. Instr II:
INPUT FIELDS / ROUTING

Field1:

( IAQ1050 )

IAINT1

Cheshire Name:

TEMP

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TContinueEMPTY
1
No
No

Number Label
1 Continue

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1A - SSRRPROB ( IAQ1070 )

English text: CONTINUE
Attribute
Empty

Route
IA1A - SSRRPROB ( IAQ1070 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

2:15:55 PM Thursday, December 17, 2009

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

Page 10 of 113

IAINTRO1
238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

DESIGN NOTES

2:15:55 PM Thursday, December 17, 2009

Page 11 of 113

IA1A

IA1A

Page Order # :

Design Screen Type:

List

Fields:

Field 1:

SSRRPROB

Field 2:

SSIPROBE

Field 3:

DISAPROB

Field 4:

PENPROBE

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

Enable Functions:

55

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Vertical Alignment

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

In (PREVIOUS YEAR), did [you/(SP)/you or your
(wife/husband)/(SP) or (his/her) (wife/husband)]. . .

Int. Instr II:
INPUT FIELDS / ROUTING
2:15:55 PM Thursday, December 17, 2009

Page 12 of 113

IA1A
SSRRPROB

Field1:
Cheshire Name:
Item Text display:

( IAQ1070 )

INCO.SSRRPROB
Display "a." before the question text.
Display "READ IF NECESSARY :" in the same blue font
used for interviewer instructions. Always display this
sentence in brackets.
receive Social Security and/or Railroad Retirement payments?

Item Text:

[READ IF NECESSARY: Social Security checks are either
automatically deposited in the bank or mailed to arrive on the
3rd of the month. If mailed, they are often sent in colored
envelopes, such as a gold or manila-colored envelope.]
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1A - SSIPROBE ( IAQ1080 )

English text: YES
2

No

IA1A - SSIPROBE ( IAQ1080 )

English text: NO
Attribute
Don't know

Route
IA1A - SSIPROBE ( IAQ1080 )

Refusal

IA1A - SSIPROBE ( IAQ1080 )

2:15:56 PM Thursday, December 17, 2009

Page 13 of 113

IA1A
SSIPROBE

Field2:
Cheshire Name:

( IAQ1080 )

INCO.SSIPROBE

Item Text display:

Display "b." before the question text.

Item Text:

receive Supplemental Security Income, which is also called
SSI, or Social Security Disability Insurance, also called SSDI?

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1A - DISAPROB ( IAQ1090 )

English text: YES
No

IA1A - DISAPROB ( IAQ1090 )

English text: NO
Attribute
Don't know

Route
IA1A - DISAPROB ( IAQ1090 )

Refusal

IA1A - DISAPROB ( IAQ1090 )

2:15:56 PM Thursday, December 17, 2009

Page 14 of 113

IA1A
DISAPROB

Field3:
Cheshire Name:
Item Text display:

( IAQ1090 )

INCO.DISAPROB
Display "c." before the question text.
Always display "(other than…)" in parenthesis.
receive any disability payments (other than Social Security,
SSDI, and/or Railroad Retirement)?

Item Text:

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1A - PENPROBE ( IAQ1100 )

English text: YES
No

IA1A - PENPROBE ( IAQ1100 )

English text: NO
Attribute
Don't know

Route
IA1A - PENPROBE ( IAQ1100 )

Refusal

IA1A - PENPROBE ( IAQ1100 )

2:15:56 PM Thursday, December 17, 2009

Page 15 of 113

IA1A
( IAQ1100 )

PENPROBE

Field4:
Cheshire Name:
Item Text display:

INCO.PENPROBE
Display "d." before the question text.
Always display "(other than…)" in parenthesis.
receive any retirement or survivor pension or annuity (other
than Social Security or Railroad Retirement)?

Item Text:

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1B - JOBPROBE ( IAQ1110 )

English text: YES
No

IA1B - JOBPROBE ( IAQ1110 )

English text: NO
Attribute
Don't know

Route
IA1B - JOBPROBE ( IAQ1110 )

Refusal

IA1B - JOBPROBE ( IAQ1110 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

2:15:57 PM Thursday, December 17, 2009

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

Page 16 of 113

IA1A
5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

DESIGN NOTES

2:15:57 PM Thursday, December 17, 2009

Page 17 of 113

IA1B

IA1B

Page Order # :

Design Screen Type:

List

Fields:

Field :

JOBPROBE

Field 2:

WELPROBE

Field 3:

RELPROBE

Field 4:

IRAWD

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

Enable Functions:

56

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Vertical Alignment

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

In (PREVIOUS YEAR), did [you/(SP)/you or your
(wife/husband)/(SP) or (his/her) (wife/husband)] . . .

Int. Instr II:
INPUT FIELDS / ROUTING
2:15:57 PM Thursday, December 17, 2009

Page 18 of 113

IA1B
JOBPROBE

Field:
Cheshire Name:

( IAQ1110 )

INCO.JOBPROBE

Item Text display:

Display "e." in front of List Item text.

Item Text:

work at a job or business for pay? That is, did [you/he/she/he
or his wife/she or her husband/you or your (wife/husband)]
receive income by working for an employer or by being selfemployed, such as owning a business, professional practice,
or farm?

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1B - WELPROBE ( IAQ1120 )

English text: YES
2

No

IA1B - WELPROBE ( IAQ1120 )

English text: NO
Attribute
Don't know

Route
IA1B - WELPROBE ( IAQ1120 )

Refusal

IA1B - WELPROBE ( IAQ1120 )

2:15:57 PM Thursday, December 17, 2009

Page 19 of 113

IA1B
WELPROBE

Field2:
Cheshire Name:

( IAQ1120 )

INCO.WELPROBE

Item Text display:

Display "f." before the question text.

Item Text:

receive any income from public assistance or welfare from the
state or local welfare office? Please include Aid to Families
with Dependent Children or AFDC/ADC, Temporary Aid to
Needy Families or TANF, and food stamps.

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1B - RELPROBE ( IAQ1130 )

English text: YES
No

IA1B - RELPROBE ( IAQ1130 )

English text: NO
Attribute
Don't know

Route
IA1B - RELPROBE ( IAQ1130 )

Refusal

IA1B - RELPROBE ( IAQ1130 )

2:15:57 PM Thursday, December 17, 2009

Page 20 of 113

IA1B
RELPROBE

Field3:
Cheshire Name:

( IAQ1130 )

INCO.RELPROBE

Item Text display:

Display "g." before the question text.

Item Text:

receive financial assistance from relatives or friends?

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1B - IRAWD ( IAQ1140 )

English text: YES
No

IA1B - IRAWD ( IAQ1140 )

English text: NO
Attribute
Don't know

Route
IA1B - IRAWD ( IAQ1140 )

Refusal

IA1B - IRAWD ( IAQ1140 )

2:15:58 PM Thursday, December 17, 2009

Page 21 of 113

IA1B
( IAQ1140 )

IRAWD

Field4:
Cheshire Name:

INCO.IRAWD

Item Text display:

Display "h." before the question text.

Item Text:

convert or withdraw any funds from an IRA, Keogh, 401K, or
other retirement savings account in (PREVIOUS YEAR)?

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1C - STOKPROB ( IAQ1150 )

English text: YES
No

IA1C - STOKPROB ( IAQ1150 )

English text: NO
Attribute
Don't know

Route
IA1C - STOKPROB ( IAQ1150 )

Refusal

IA1C - STOKPROB ( IAQ1150 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

2:15:58 PM Thursday, December 17, 2009

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

Page 22 of 113

IA1B
238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

DESIGN NOTES

2:15:58 PM Thursday, December 17, 2009

Page 23 of 113

IA1C

IA1C

Page Order # :

Design Screen Type:

List

Fields:

Field 1:

STOKPROB

Field 2:

LUMPPROB

Field 3:

ESTPROBE

Field 4:

PROPRENT

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

Enable Functions:

57

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Vertical Alignment

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

In (PREVIOUS YEAR), did [you/(SP)/you or your
(wife/husband)/(SP) or (his/her) (wife/husband)]. . .

Int. Instr II:
INPUT FIELDS / ROUTING
2:15:58 PM Thursday, December 17, 2009

Page 24 of 113

IA1C
STOKPROB

Field1:
Cheshire Name:

( IAQ1150 )

INCO.STOKPROB

Item Text display:

Display "i." before the question text.

Item Text:

receive any dividends from any investments in stocks or
mutual funds or other investments?

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1C - LUMPPROB ( IAQ1160 )

English text: YES
No
English text: NO

Attribute
Don't know

Route
IA1C - LUMPPROB ( IAQ1160 )

Refusal

IA1C - LUMPPROB ( IAQ1160 )

2:15:58 PM Thursday, December 17, 2009

IA1C - LUMPPROB ( IAQ1160 )

Page 25 of 113

IA1C
LUMPPROB

Field2:
Cheshire Name:

( IAQ1160 )

INCO.LUMPPROB

Item Text display:

Display "j." before the question text.

Item Text:

receive a lump sum or any one-time payments such as a life
insurance or pension settlement, inheritance, or a capital gain
from the sale of securities, property, or a business?

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1C - ESTPROBE ( IAQ1170 )

English text: YES
2

No

IA1C - ESTPROBE ( IAQ1170 )

English text: NO
Attribute
Don't know

Route
IA1C - ESTPROBE ( IAQ1170 )

Refusal

IA1C - ESTPROBE ( IAQ1170 )

2:15:59 PM Thursday, December 17, 2009

Page 26 of 113

IA1C
ESTPROBE

Field3:
Cheshire Name:
Item Text display:

( IAQ1170 )

INCO.ESTPROBE
Display "k." before the question text.
Always display “(other than pensions)” in parenthesis.
receive any regular payments from estates, trusts, annuities
(other than pensions), life insurance, or royalties?

Item Text:

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1C - PROPRENT ( IAQ1180 )

English text: YES
No

IA1C - PROPRENT ( IAQ1180 )

English text: NO
Attribute
Don't know

Route
IA1C - PROPRENT ( IAQ1180 )

Refusal

IA1C - PROPRENT ( IAQ1180 )

2:15:59 PM Thursday, December 17, 2009

Page 27 of 113

IA1C
( IAQ1180 )

PROPRENT

Field4:
Cheshire Name:

INCO.PROPRENT

Item Text display:

Display "l." before the question text.

Item Text:

receive any income from the rental of properties?

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA13 - OTHPROBE ( IAQ1190 )

English text: YES
No

IA13 - OTHPROBE ( IAQ1190 )

English text: NO
Attribute
Don't know

Route
IA13 - OTHPROBE ( IAQ1190 )

Refusal

IA13 - OTHPROBE ( IAQ1190 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

2:15:59 PM Thursday, December 17, 2009

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

Page 28 of 113

IA1C
238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

DESIGN NOTES

2:15:59 PM Thursday, December 17, 2009

Page 29 of 113

IA13

IA13

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

OTHPROBE

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

190

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

Not including anything you've already told me about, did
[you/(SP)/you or your (wife/husband)/(SP) or (his/her)
(wife/husband)] receive income from any other sources, such as
Department of Veterans Affairs payments, worker's or
unemployment compensation, child support, or alimony?

Int. Instr II:
INPUT FIELDS / ROUTING

2:15:59 PM Thursday, December 17, 2009

Page 30 of 113

IA13
( IAQ1190 )

OTHPROBE

Field1:
Cheshire Name:

INCO.OTHPROBE

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes

FieldSize:
Min Value:
Max Value:
Mask:

Route
BOX IA1 - (IAQ1200 )

English text: YES
2

No

BOX IA1 - (IAQ1200 )

English text: NO
Attribute
Don't know

Route
BOX IA1 - (IAQ1200 )

Refusal

BOX IA1 - (IAQ1200 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

2:16:00 PM Thursday, December 17, 2009

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

Page 31 of 113

IA13
238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

DESIGN NOTES

2:16:00 PM Thursday, December 17, 2009

Page 32 of 113

BOX IA1

BOX IA1

Page Order # :

200

BOX INSTRUCTIONS
( IAQ1200 )

IF AT LEAST ONE INCOME PROBE AT IA1A, IA1B, IA1C, OR IA13 WAS
ANSWERED "YES", GO TO IA14 - INCYRUNT ( IAQ1210 ).
ELSE GO TO BOX IA2AA - (IAQ1260 ).

ASSIGNMENTS

TECHNICAL NOTES
210

IAIncomeProbeYes

At least one IA probe at IA1A, IA1B, IA1C, or IA13 is
"Yes"=
(SSRRPROB, SSIPROBE, DISAPROB, PENPROBE,
JOBPROBE, WELPROBE, RELPROBE, IRAWD,
STOKPROB, LUMPPROB, ESTPROBE, PROPRENT, or
OTHPROBE = 1/Yes) on INCO where INCO.INCORND =
current round.

DESIGN NOTES

2:16:00 PM Thursday, December 17, 2009

Page 33 of 113

IA14

IA14

Page Order # :

Design Screen Type:

Quantity Unit

Fields:

Field 1:

INCYRUNT

Field 2:

INCYRAMT

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

Enable Functions:

210

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

Display "PROBE:" and "PROBE: REVIEW THESE SOURCES
WITH RESPONDENT:" in the same blue font used for interviewer
instructions. Always display these sentences in brackets.
The following display fill is a concatenation of Income Sources.
If condition is true, display Income Source specified.
Else do not display.
Concatenate each Income Source into one statement, separating
each Income source with “/”:
If IA1A – SSRRPROB = 1/Yes, display “Social Security or Railroad
Retirement”.
If IA1A – SSIPROBE = 1/Yes, display “SSI/SSDI”.
If IA1A – DISAPROB = 1/Yes, display “disability”.
If IA1A – PENPROBE = 1/Yes, display “pensions”.
If IA1B – JOBPROBE = 1/Yes, display “job, business, professional
practice, farm”.
If IA1B – WELPROBE = 1/Yes, display “public assistance
programs”.
If IA1B – RELPROBE = 1/Yes, display “assistance from relatives or
friends”.
If IA1B – IRAWD = 1/Yes, display “withdrawal from retirement or
savings”.
If IA1C – STOKPROB = 1/Yes, display “dividends”.
If IA1C – LUMBPROB = 1/Yes, display ”lump sum payments”.
If IA1C – ESTPROBE = 1/Yes, display “other regular payments”.
If IA1C – PROPRENT = 1/Yes, display “rental properties”.

2:16:00 PM Thursday, December 17, 2009

Page 34 of 113

IA14
If IA13 – OTHPROBE = 1/Yes, display “other sources”.
Always display list of sources in brackets.
Multi Field display:

Vertical Alignment

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:

SHOW CARD IA1

Question Text:

Taking all of these income sources into account, please estimate
[your/(SP’s)/you and your (wife’s/husband’s)/(SP) and (his/her)
(wife’s/husband’s)] income for (PREVIOUS YEAR).
[PROBE: In estimating (your/his/her/their) total income you can
respond for all of (PREVIOUS YEAR), or, if you prefer, provide a one
month estimate.]
[PROBE: REVIEW THESE SOURCES WITH RESPONDENT:
[Social Security or Railroad Retirement/
(SSI/SSDI)/disability/pensions/job, business, professional practice,
farm/public assistance programs/assistance from relatives or
friends/withdrawal from retirement or savings/dividends/lump sum
payments/other regular payments/rental properties/other sources]]

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:00 PM Thursday, December 17, 2009

Page 35 of 113

IA14
INCYRUNT

Field1:
Cheshire Name:

( IAQ1210 )

INCO.INCYRUNT

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TInc92unt
1
No
No

Number Label
1 TotalForPreviousYear

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA14 - INCYRAMT ( IAQ1220 )

English text: TOTAL FOR (PREVIOUS YEAR)
2

TotalForOneMonth

IA14 - INCYRAMT ( IAQ1220 )

English text: ONE MONTH
Attribute
Don't know

Route
IA15 - INCYRMT1 ( IAQ1230 )

Refusal

IA15 - INCYRMT1 ( IAQ1230 )

2:16:00 PM Thursday, December 17, 2009

Page 36 of 113

IA14
( IAQ1220 )

INCYRAMT

Field2:
Cheshire Name:

INCO.INCYRAMT

Item Text display:
Item Text:
Label:
Label Position:

AMOUNT:
Left

Field Type:
Type Name:

Real
TCurrencyDKRF10To99
M

FieldSize:
Min Value:

10.00

Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

1
No
No

Max Value:
Mask:

99999999.99
Dollars

Number Label
1 [Continuous answer.]

Route
BOX IA2AA - (IAQ1260 )

Attribute
Don't know

Route
IA15 - INCYRMT1 ( IAQ1230 )

Refusal

IA15 - INCYRMT1 ( IAQ1230 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS
Edit #1:
If INCYRUNT= 1/TotalForPreviousYear, then INCYRAMT = 100.00 100,000.00, DK or RF.
If not true, display message "UNLIKELY RESPONSE. PLEASE
VERIFY. ".
Edit #2:
If INCYRUNT= 2/TotalForOneMonth, then INCYRAMT = 100.00 8,000.00, DK or RF.
If not true, display message "UNLIKELY RESPONSE. PLEASE
VERIFY. ".
HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

2:16:00 PM Thursday, December 17, 2009

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
Page 37 of 113

IA14
where MRES.MRESRND = current round).
238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

DESIGN NOTES

2:16:00 PM Thursday, December 17, 2009

Page 38 of 113

IA15

IA15

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

INCYRMT1

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

220

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

If SP is married then:
If IA14 - INCYRUNT = 1/TotalForPreviousYear, DK or RF, display
"$40,000".
Else display "$3,300".
Else if SP is not married then:
If IA14 - INCRYRUNT = 1/TotalForPreviousYear, DK or RF,
display "$20,000".
Else display "$1,700".

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

Was it more than ($20,000/$1,700/$40,000/$3,300)?

Int. Instr II:
2:16:00 PM Thursday, December 17, 2009

Page 39 of 113

IA15
INPUT FIELDS / ROUTING

Field1:

( IAQ1230 )

INCYRMT1

INCO.INCYRMT1

Cheshire Name:
Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
BOX IA2AA - (IAQ1260 )

English text: YES
No

IA16 - INCYRMT2 ( IAQ1240 )

English text: NO
Attribute
Don't know

Route
BOX IA2AA - (IAQ1260 )

Refusal

BOX IA2AA - (IAQ1260 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
238

SPMarriedforIA

2:16:00 PM Thursday, December 17, 2009

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).
Page 40 of 113

IA15
DESIGN NOTES

2:16:00 PM Thursday, December 17, 2009

Page 41 of 113

IA16

IA16

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

INCYRMT2

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

230

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

If SP is married then:
If IA14 - INCYRUNT = 1/TotalForPreviousYear, DK or RF, display
"$25,000".
Else display "$2,000".
Else if SP is not married then:
If IA14 - INCRYRUNT = 1/TotalForPreviousYear, DK or RF,
display "$12,000".
Else display "$1,000".

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

Was it more than ($12,000/$1,000/$25,000/$2,000)?

Int. Instr II:
2:16:01 PM Thursday, December 17, 2009

Page 42 of 113

IA16
INPUT FIELDS / ROUTING

Field1:

( IAQ1240 )

INCYRMT2

INCO.INCYRMT2

Cheshire Name:
Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
BOX IA2AA - (IAQ1260 )

English text: YES
No

IA17 - INCYRMT3 ( IAQ1250 )

English text: NO
Attribute
Don't know

Route
BOX IA2AA - (IAQ1260 )

Refusal

BOX IA2AA - (IAQ1260 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
238

SPMarriedforIA

2:16:01 PM Thursday, December 17, 2009

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).
Page 43 of 113

IA16
DESIGN NOTES

2:16:01 PM Thursday, December 17, 2009

Page 44 of 113

IA17

IA17

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

INCYRMT3

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

240

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

If SP is married then:
If IA14 - INCYRUNT = 1/TotalForPreviousYear, DK or RF, display
"$17,000".
Else display "$1,400".
Else if SP is not married then:
If IA14 - INCRYRUNT = 1/TotalForPreviousYear, DK or RF,
display "$7,700".
Else display "$640".

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

Was it more than ($7,700/$640/$17,000/$1,400)?

Int. Instr II:
2:16:01 PM Thursday, December 17, 2009

Page 45 of 113

IA17
INPUT FIELDS / ROUTING

Field1:

( IAQ1250 )

INCYRMT3

INCO.INCYRMT3

Cheshire Name:
Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
BOX IA2AA - (IAQ1260 )

English text: YES
No

BOX IA2AA - (IAQ1260 )

English text: NO
Attribute
Don't know

Route
BOX IA2AA - (IAQ1260 )

Refusal

BOX IA2AA - (IAQ1260 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
238

SPMarriedforIA

2:16:01 PM Thursday, December 17, 2009

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).
Page 46 of 113

IA17
DESIGN NOTES

2:16:01 PM Thursday, December 17, 2009

Page 47 of 113

BOX IA2AA

BOX IA2AA

Page Order # :

250

BOX INSTRUCTIONS
( IAQ1260 )

IF (IAINT9 - ADLTINHH = 1/Yes) OR (THERE IS AN ADULT AGE 15 OR
OLDER LIVING WITH THE SP IN THE CURRENT ROUND OTHER THAN
THE SPOUSE), GO TO IA17A - HHINCOME ( IAQ1270 ).
ELSE GO TO IA18 - HOMEPROB ( IAQ1290 ).

ASSIGNMENTS
If (IAINT 9 - ADLTINHH ^= 1/Yes) and (there is no
adult age 15 or older living with the SP in the current
round other than the spouse), set INCO.HHINCFLG
= 1/Yes.

HHINCFLG

TECHNICAL NOTES
214

AdultLiveWithSP

There is an adult age 15 or older living with the SP in the
current round other than the spouse =
There is an ENUM where (ENUM.ENUMRND=current
round & ENUM.NOTHHRSN=empty &
ENUM.ENUMROST^= 01 & ENUM.HHPREL^= 2/Spouse
& ENUM.HHPAGE >= 15).

DESIGN NOTES

2:16:01 PM Thursday, December 17, 2009

Page 48 of 113

IA17A

IA17A

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

HHINCOME

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

260

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

If (SP is the respondent) or (SP’s spouse is the respondent and SP
is married), display "your household".
Else display "the household".
If (SP is the respondent) or (SP’s spouse is the respondent and SP
is married), display "your household".
Else display "(SP’s) household".
Display "all" in the 2nd and 3rd sentence in bold.

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:

SHOW CARD IA1A

Question Text:

According to our records, other than [you/(SP)/you and your
(wife/husband)/(SP) and (his/her) (wife/husband)], at least one
person 15 years of age or older lives in (your household/the

2:16:01 PM Thursday, December 17, 2009

Page 49 of 113

IA17A
household). Including their income as well as [your/(SP’s)/you and
your (wife’s/husband’s)/(SP) and (his/her) (wife’s/husband’s)]
income, please look at this card and tell me which letter represents
the total combined income of all the members of [your
household/(SP’s) household]. This includes income from jobs,
Social Security, Railroad Retirement, other retirement, and any other
money income received by all members of (your household/the
household).
Int. Instr II:
INPUT FIELDS / ROUTING

2:16:02 PM Thursday, December 17, 2009

Page 50 of 113

IA17A
HHINCOME

Field1:
Cheshire Name:

( IAQ1270 )

INCO.HHINCOME

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
THHIncomeAK
1
No
No

Number Label
1 ALessThan5000

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA18 - HOMEPROB ( IAQ1290 )

English text: A
2

B5000To9999

IA18 - HOMEPROB ( IAQ1290 )

English text: B
3

C10000To14999
English text: C

IA18 - HOMEPROB ( IAQ1290 )

4

D15000To19999

IA18 - HOMEPROB ( IAQ1290 )

English text: D
5

E20000To24999

IA18 - HOMEPROB ( IAQ1290 )

6

English text: E
F25000To29999

IA18 - HOMEPROB ( IAQ1290 )

English text: F
7

G30000To34999

IA18 - HOMEPROB ( IAQ1290 )

English text: G
8

H35000To39999

IA18 - HOMEPROB ( IAQ1290 )

9

English text: H
I40000To44999

IA18 - HOMEPROB ( IAQ1290 )

English text: I
10

J45000To49999

IA18 - HOMEPROB ( IAQ1290 )

English text: J
11

K50000OrMore
English text: K

Attribute
Don't know

IA18 - HOMEPROB ( IAQ1290 )

Route
IA18 - HOMEPROB ( IAQ1290 )

2:16:03 PM Thursday, December 17, 2009

Page 51 of 113

IA17A

Refusal

IA18 - HOMEPROB ( IAQ1290 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS
Edit #1:
If (IA17A - HHINCOME ^= DK and ^= RF) and (IA14 - INCYRAMT ^=
DK and ^= RF) then execute the following edit:
The TOTAL HOUSEHOLD INCOME collected at IA17A should be
>= SP'S TOTAL INCOME:
CALCULATE SP'S TOTAL INCOME =
If IA14 - INCYRUNT = 1/TotalForPreviousYear, SP'S TOTAL
INCOME = IA14 - INCYRAMT.
Else if IA14 - INCYRUNT = 2/TotalForOneMonth, SP'S TOTAL
INCOME = (IA14 - INCYRAMT X 12).
If IA17A - HHINCOME = 1/ALessThan5000, SP'S TOTAL INCOME
<= 5,000.00.
Else if IA17A - HHINCOME = 2/B5000To9999, SP'S TOTAL
INCOME <= 9,999.00.
Else if IA17A - HHINCOME = 3/10000To14999, SP'S TOTAL
INCOME <= 14,999.00.
Else if IA17A - HHINCOME = 4/15000To19999, SP'S TOTAL
INCOME <= 19,999.00.
Else if IA17A - HHINCOME = 5/20000To24999, SP'S TOTAL
INCOME <= 24,999.00.
Else if IA17A - HHINCOME = 6/25000To29999, SP'S TOTAL
INCOME <= 29,999.00.
Else if IA17A - HHINCOME = 7/30000To34999, SP'S TOTAL
INCOME <= 34,999.00.
Else if IA17A - HHINCOME = 8/35000To39999, SP'S TOTAL
INCOME <= 39,999.00.
Else if IA17A - HHINCOME = 9/40000To44999, SP'S TOTAL
INCOME <= 44,999.00.
Else if IA17A - HHINCOME = 10/45000To49999, SP'S TOTAL
INCOME <= 49,999.00.
If not true, display "HOUSEHOLD INCOME MUST BE GREATER
THAN OR EQUAL TO REPORTED SP INCOME. PLEASE VERIFY
AND REENTER."
INVOLVES HHINCOME, INCYRUNT, INCYRAMT.
TECHNICAL NOTES
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

2:16:03 PM Thursday, December 17, 2009

Page 52 of 113

IA17A
5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

DESIGN NOTES

2:16:03 PM Thursday, December 17, 2009

Page 53 of 113

IA18

IA18

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

HOMEPROB

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

280

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

The next questions are about the place where [you/(SP)/you and
your (wife/husband)/(SP) and (his/her) (wife/husband)]
(live/lives/lived).
(Do/Did/Does) [you/(SP)/you and your (wife/husband)/(SP) and
(his/her) (wife/husband)]] own the place where (you/he/she/they)
(live/lives/lived), or (do/did/does) (you/he/she/they) rent it?

Int. Instr II:

2:16:04 PM Thursday, December 17, 2009

Page 54 of 113

IA18
INPUT FIELDS / ROUTING

Field1:

HOMEPROB

Cheshire Name:

( IAQ1290 )

INCO.HOMEPROB

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
THomeRFDK
1
No
No

Number Label
1 Own

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA19 - HOMEEVAL ( IAQ1300 )

English text: OWN
2

Rent

IA22 - HOMERENT ( IAQ1330 )

3

DoesntOwnOrRent

English text: RENT
IAINTRO4 - IAINT4 ( IAQ1340 )

English text: DOESN'T OWN OR RENT
Attribute
Don't know

Route
IAINTRO4 - IAINT4 ( IAQ1340 )

Refusal

IAINTRO4 - IAINT4 ( IAQ1340 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.

2:16:04 PM Thursday, December 17, 2009

Page 55 of 113

IA18
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.
5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

8

DeceasedInst

SP deceased or institutionalized =
MRES.SPALIVE=2/AliveAndInstitute or 3/Deceased on
MRES where MRES.MRESRND = current round.

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

DESIGN NOTES

2:16:04 PM Thursday, December 17, 2009

Page 56 of 113

IA19

IA19

Page Order # :

Design Screen Type:

Dollar

Fields:

Field 1:

HOMEEVAL

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

290

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

Always display “(house and lot/condominium unit)” in parenthesis.

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

Please tell me the present value of [your/(SP’s)/you and your
(wife’s/husband’s)/(SP) and (his/her) (wife’s/husband’s)] home.
About how much do you think this (house and lot/condominium unit)
would sell for if it were for sale? Please give your best estimate.

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:04 PM Thursday, December 17, 2009

Page 57 of 113

IA19
( IAQ1300 )

HOMEEVAL

Field1:
Cheshire Name:

INCO.HOMEEVAL

Item Text display:
Item Text:
Label:
Label Position:

PRESENT VALUE:
Left

Field Type:
Type Name:

Real
TCurrencyDKRF0To999
M

FieldSize:
Min Value:

0.00

Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

1
No
No

Max Value:
Mask:

999,999,999.99
Dollars

Number Label
1 [Continuous answer.]

Route
IA20 - HOMEMORT ( IAQ1310 )

Attribute
Don't know

Route
IA20 - HOMEMORT ( IAQ1310 )

Refusal

IA20 - HOMEMORT ( IAQ1310 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS
Edit #1:
HOMEEVAL = 10,000.00 - 500,000.00, DK or RF.
If not true, display message "UNLIKELY RESPONSE. PLEASE
VERIFY. ".
HARD EDIT CHECKS

TECHNICAL NOTES
8

DeceasedInst

SP deceased or institutionalized =
MRES.SPALIVE=2/AliveAndInstitute or 3/Deceased on
MRES where MRES.MRESRND = current round.

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

2:16:04 PM Thursday, December 17, 2009

Page 58 of 113

IA19
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

DESIGN NOTES

2:16:04 PM Thursday, December 17, 2009

Page 59 of 113

IA20

IA20

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

HOMEMORT

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

300

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

(Do/Did/Does) [you/(SP)/you or your (wife/husband)/(SP) or (his/her)
(wife/husband)] have a mortgage, deed of trust, home equity loan, or
a land contract on the property?

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:04 PM Thursday, December 17, 2009

Page 60 of 113

IA20
HOMEMORT

Field1:
Cheshire Name:

( IAQ1310 )

INCO.HOMEMORT

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA21 - HOMEOWE ( IAQ1320 )

English text: YES
2

No

IAINTRO4 - IAINT4 ( IAQ1340 )

English text: NO
Attribute
Don't know

Route
IAINTRO4 - IAINT4 ( IAQ1340 )

Refusal

IAINTRO4 - IAINT4 ( IAQ1340 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
8

DeceasedInst

SP deceased or institutionalized =
MRES.SPALIVE=2/AliveAndInstitute or 3/Deceased on
MRES where MRES.MRESRND = current round.

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

2:16:04 PM Thursday, December 17, 2009

Page 61 of 113

IA20
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

DESIGN NOTES

2:16:04 PM Thursday, December 17, 2009

Page 62 of 113

IA21

IA21

Page Order # :

Design Screen Type:

Dollar

Fields:

Field 1:

HOMEOWE

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

310

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

How much (do/did/does) [you/(SP)/you and your (wife/husband)/(SP)
and (his/her) (wife/husband)] owe, in total, on any mortgages, deeds,
loans, or land contracts for this property?

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:04 PM Thursday, December 17, 2009

Page 63 of 113

IA21
( IAQ1320 )

HOMEOWE

Field1:
Cheshire Name:

INCO.HOMEOWE

Item Text display:
Item Text:
Label:
Label Position:

TOTAL OWED:
Left

Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Real
TCurrencyDKRF1To99M
1
No
No

Number Label
1 [Continuous answer.]

FieldSize:
Min Value:
Max Value:
Mask:

1.00
99999999.99
Dollars

Route
IAINTRO4 - IAINT4 ( IAQ1340 )

Attribute
Don't know

Route
IAINTRO4 - IAINT4 ( IAQ1340 )

Refusal

IAINTRO4 - IAINT4 ( IAQ1340 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS
HOMEOWE = 500.00 - 500,0000, DK or RF.
If not true, display message "UNLIKELY RESPONSE. PLEASE
VERIFY.".
HARD EDIT CHECKS

TECHNICAL NOTES
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

2:16:04 PM Thursday, December 17, 2009

Page 64 of 113

IA21
5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

8

DeceasedInst

SP deceased or institutionalized =
MRES.SPALIVE=2/AliveAndInstitute or 3/Deceased on
MRES where MRES.MRESRND = current round.

DESIGN NOTES

2:16:04 PM Thursday, December 17, 2009

Page 65 of 113

IA22

IA22

Page Order # :

Design Screen Type:

Dollar

Fields:

Field 1:

HOMERENT

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

320

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

How much monthly rent (do/did/does) [you/(SP)/you and your
(wife/husband)/(SP) and (his/her) (wife/husband)] pay for the place
where (you/he/she/they) (live/lives/lived)?

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:05 PM Thursday, December 17, 2009

Page 66 of 113

IA22
HOMERENT

Field1:

( IAQ1330 )

INCO.HOMERENT

Cheshire Name:
Item Text display:
Item Text:
Label:
Label Position:

MONTHLY RENT AMOUNT:
Left

Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Real
TCurrencyDKRF1To99M
1
No
No

Number Label
1 [Continuous answer.]

FieldSize:
Min Value:
Max Value:
Mask:

1.00
99999999.99
Dollars

Route
IAINTRO4 - IAINT4 ( IAQ1340 )

Attribute
Don't know

Route
IAINTRO4 - IAINT4 ( IAQ1340 )

Refusal

IAINTRO4 - IAINT4 ( IAQ1340 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS
HOMERENT = 100.00 - 2,000.00, DK or RF.
If not true, display message "UNLIKELY RESPONSE. PLEASE
VERIFY.".
HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

2:16:05 PM Thursday, December 17, 2009

Page 67 of 113

IA22
8

DeceasedInst

SP deceased or institutionalized =
MRES.SPALIVE=2/AliveAndInstitute or 3/Deceased on
MRES where MRES.MRESRND = current round.

4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

DESIGN NOTES

2:16:05 PM Thursday, December 17, 2009

Page 68 of 113

IAINTRO4

IAINTRO4

Page Order # :

Design Screen Type:

No Entry

Fields:

Field 1:

IAINT4

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

330

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

If SP is married, display "Please answer for [you and your
(wife/husband)/(SP) and (his/her) (wife/husband)].".
Else do not display.

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

Now, let's turn to savings or other assets which can be used to
provide income. I will ask whether [you/(SP)/you and your
(wife/husband)/(SP) and (his/her) (wife/husband)] had particular
types of assets in (PREVIOUS YEAR). All these questions can be
answered with a "yes" or a "no". [Please answer for [you and your
(wife/husband)/(SP) and (his/her) (wife/husband)].

Int. Instr II:

2:16:05 PM Thursday, December 17, 2009

Page 69 of 113

IAINTRO4
INPUT FIELDS / ROUTING

Field1:

( IAQ1340 )

IAINT4

Cheshire Name:

TEMP

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TContinueEMPTY
1
No
No

Number Label
1 Continue

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA23A - IRAPROBE ( IAQ1360 )

English text: CONTINUE
Attribute
Empty

Route
IA23A - IRAPROBE ( IAQ1360 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

2:16:05 PM Thursday, December 17, 2009

Page 70 of 113

IAINTRO4
5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

DESIGN NOTES

2:16:05 PM Thursday, December 17, 2009

Page 71 of 113

IA23A

IA23A

Page Order # :

Design Screen Type:

List

Fields:

Field 1:

IRAPROBE

Field 2:

SAVPROBE

Field 3:

BONDPROB

Field 4:

INSPROBE

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

Enable Functions:

335

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Vertical Alignment

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

For all or part of (PREVIOUS YEAR), did [you/(SP)/you or your
(wife/husband)/(SP) or (his/her) (wife/husband)]. . .

Int. Instr II:
INPUT FIELDS / ROUTING
2:16:05 PM Thursday, December 17, 2009

Page 72 of 113

IA23A
IRAPROBE

Field1:
Cheshire Name:

( IAQ1360 )

INCO.IRAPROBE

Item Text display:

Display "a." before the question text.

Item Text:

have any IRA, Keogh, 401K accounts, thrift plans, or other
retirement savings accounts?

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA23A - SAVPROBE ( IAQ1370 )

English text: YES
No
English text: NO

Attribute
Don't know

Route
IA23A - SAVPROBE ( IAQ1370 )

Refusal

IA23A - SAVPROBE ( IAQ1370 )

2:16:05 PM Thursday, December 17, 2009

IA23A - SAVPROBE ( IAQ1370 )

Page 73 of 113

IA23A
SAVPROBE

Field2:
Cheshire Name:

( IAQ1370 )

INCO.SAVPROBE

Item Text display:

Display "b." before the question text.

Item Text:

have money in any kind of savings, interest earning checking,
or other bank account? Include checking, savings, money
market funds, certificates of deposit, or any other interest
earning bank accounts.

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA23A - BONDPROB ( IAQ1380 )

English text: YES
No

IA23A - BONDPROB ( IAQ1380 )

English text: NO
Attribute
Don't know

Route
IA23A - BONDPROB ( IAQ1380 )

Refusal

IA23A - BONDPROB ( IAQ1380 )

2:16:06 PM Thursday, December 17, 2009

Page 74 of 113

IA23A
BONDPROB

Field3:
Cheshire Name:

( IAQ1380 )

INCO.BONDPROB

Item Text display:

Display "c." before the question text.

Item Text:

have any stocks, mutual funds, municipal or corporate bonds,
or U.S. Government securities such as savings bonds,
treasury bills or bonds?

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA23A - INSPROBE ( IAQ1390 )

English text: YES
2

No

IA23A - INSPROBE ( IAQ1390 )

English text: NO
Attribute
Don't know

Route
IA23A - INSPROBE ( IAQ1390 )

Refusal

IA23A - INSPROBE ( IAQ1390 )

2:16:06 PM Thursday, December 17, 2009

Page 75 of 113

IA23A
( IAQ1390 )

INSPROBE

Field4:
Cheshire Name:
Item Text display:

INCO.INSPROBE
Display "d." before the question text.
Always display "(sometimes…)" in parenthesis.
own any life insurance policies which build up cash equity
(sometimes called whole life or universal life)?

Item Text:

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA23B - PROPPROB ( IAQ1400 )

English text: YES
No

IA23B - PROPPROB ( IAQ1400 )

English text: NO
Attribute
Don't know

Route
IA23B - PROPPROB ( IAQ1400 )

Refusal

IA23B - PROPPROB ( IAQ1400 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

2:16:06 PM Thursday, December 17, 2009

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

Page 76 of 113

IA23A
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

DESIGN NOTES

2:16:06 PM Thursday, December 17, 2009

Page 77 of 113

IA23B

IA23B

Page Order # :

Design Screen Type:

List

Fields:

Field 1:

PROPPROB

Field 2:

CARPROBE

Field 3:

ASTPROBE

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

Enable Functions:

336

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Vertical Alignment

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

For all or part of (PREVIOUS YEAR), did [you/(SP)/you or your
(wife/husband)/(SP) or (his/her) (wife/husband)] . . .

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:06 PM Thursday, December 17, 2009

Page 78 of 113

IA23B
PROPPROB

Field1:
Cheshire Name:
Item Text display:

( IAQ1400 )

INCO.PROPPROB
Display "e." before the question text.
If IA18 – HOMEPROB = 1/Own then display “other than
(your/his/her/their) primary residence,”
Else do not display.
own any property, [other than (your/his/her/their) primary
residence,] such as a vacation home, apartment house,
commercial property, or rental property?

Item Text:

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA23B - CARPROBE ( IAQ1410 )

English text: YES
2

No

IA23B - CARPROBE ( IAQ1410 )

English text: NO
Attribute
Don't know

Route
IA23B - CARPROBE ( IAQ1410 )

Refusal

IA23B - CARPROBE ( IAQ1410 )

2:16:07 PM Thursday, December 17, 2009

Page 79 of 113

IA23B
CARPROBE

Field2:
Cheshire Name:

( IAQ1410 )

INCO.CARPROBE

Item Text display:

Display "f." before the question text.

Item Text:

own any cars, trucks, recreational vehicles, or boats?

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA23B - ASTPROBE ( IAQ1420 )

English text: YES
No

IA23B - ASTPROBE ( IAQ1420 )

English text: NO
Attribute
Don't know

Route
IA23B - ASTPROBE ( IAQ1420 )

Refusal

IA23B - ASTPROBE ( IAQ1420 )

2:16:07 PM Thursday, December 17, 2009

Page 80 of 113

IA23B
( IAQ1420 )

ASTPROBE

Field3:
Cheshire Name:

INCO.ASTPROBE

Item Text display:

Display "g." before the question text.

Item Text:

have any other savings, assets, a business or professional
practice, property such as a farm, mortgages from which
payments are received, or any other financial investments not
already mentioned?

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA30 - ASTCODE ( IAQ1440 )

English text: YES
No

BOX IA2 - (IAQ1465 )

English text: NO
Attribute
Don't know

Route
BOX IA2 - (IAQ1465 )

Refusal

BOX IA2 - (IAQ1465 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =

2:16:07 PM Thursday, December 17, 2009

Page 81 of 113

IA23B
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.
5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

DESIGN NOTES

2:16:07 PM Thursday, December 17, 2009

Page 82 of 113

IA30

IA30

Page Order # :

Design Screen Type:

Code All

Fields:

Field 1:

ASTCODE

Field 2:

ASTSPECI

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

Enable Functions:

430

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Vertical Alignment

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

What type of asset is it?

Int. Instr II:

CHECK ALL THAT APPLY.

INPUT FIELDS / ROUTING

2:16:07 PM Thursday, December 17, 2009

Page 83 of 113

IA30
ASTCODE

Field1:
Cheshire Name:

( IAQ1440 )

NONE
REPLACES THE FOLLOWING CHESHIRE VARIABLES:
1=INCO.ASTSAVNG
2=INCO.ASTASSET
3=INCO.ASTFARM
4=INCO.ASTBUSIN
5=INCO.ASTPRACT
91=INCO.ASTOTHER

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TASTCODE
6
No
No

Number Label
1 Savings

FieldSize:
Min Value:
Max Value:
Mask:

Route
BOX IA2 - (IAQ1465 )

English text: SAVINGS
2

Assets

BOX IA2 - (IAQ1465 )

3

English text: ASSETS
Farm

BOX IA2 - (IAQ1465 )

English text: FARM
4

Business

BOX IA2 - (IAQ1465 )

English text: BUSINESS
5
91

ProfessionalPractice
English text: PROFESSIONAL PRACTICE

BOX IA2 - (IAQ1465 )

Other

IA30 - ASTSPECI ( IAQ1460 )

English text: OTHER
Attribute
Don't know

Route
BOX IA2 - (IAQ1465 )

Refusal

BOX IA2 - (IAQ1465 )

2:16:08 PM Thursday, December 17, 2009

Page 84 of 113

IA30

Field2:
Cheshire Name:

ASTSPECI

( IAQ1460 )

INCO.ASTSPECI

Item Text display:

Display (SPECIFY) in the same blue font used for
interviewer instructions.

Item Text:

OTHER (SPECIFY)

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

String
TOthrspec
1
No
No

Number Label
1 [Continuous answer.]

FieldSize:
Min Value:
Max Value:
Mask:

30

Route
BOX IA2 - (IAQ1465 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES

DESIGN NOTES

2:16:08 PM Thursday, December 17, 2009

Page 85 of 113

BOX IA2

BOX IA2

Page Order # :

435

BOX INSTRUCTIONS
( IAQ1465 )

IF AT LEAST ONE ASSET PROBE AT IA23A OR IA23B WAS ANSWERED
"YES", GO TO IA31 - ASSTTOTL ( IAQ1470 ).
ELSE GO TO IA34 - OTHDEBTS ( IAQ1500 ).

ASSIGNMENTS

TECHNICAL NOTES
211

IAAssetProbeYes

At least one Asset probe at IA23A or IA23B probe was
answered "Yes" =
(IRAPROBE, SAVPROVE, BONDPROB, INSPROBE,
PROPPROB, CARPROBE, or ASTPROBE = 1/Yes) on
INCO where INCO.INCORND = current round.

DESIGN NOTES

2:16:08 PM Thursday, December 17, 2009

Page 86 of 113

IA31

IA31

Page Order # :

Design Screen Type:

Dollar

Fields:

Field 1:

ASSTTOTL

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

440

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

Display "[READ ASSETS LISTED BELOW]" in the same blue font
used for interviewer instructions.
If IA18 – HOMEPROB = 1/Own then display "Please exclude the
value of (your/his/her/their) home." Display "exclude" in bold.
Else do not display.
The following display fill is a concatenation of Assets.
If condition is true, display Asset specified.
Else do not display.
Concatenate each Asset into one statement, separating each Asset
with “/”:
If IA23A – IRAPROBE = 1/Yes, display "retirement savings
accounts".
If IA23A – SAVPROBE = 1/Yes, display "other bank accounts".
If IA23A – BONDPROB = 1/Yes, display "stocks, mutual funds,
bonds".
If IA23A – INSPROBE = 1/Yes, display "life insurance policies".
If IA23B – PROPPROB = 1/Yes, display "other property".
If IA23B – CARPROBE = 1/Yes, display "vehicles".
If IA23B – ASTPPROBE = 1/Yes, display "other assets".
Always display list of assets in brackets.

Multi Field display:

2:16:08 PM Thursday, December 17, 2009

Page 87 of 113

IA31
Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:

SHOW CARD IA2

Question Text:

You've mentioned [READ ASSETS LISTED BELOW]. Please
estimate [your/(SP’s)/you and your (wife’s/husband’s)/(SP) and
(his/her) (wife’s/husband’s)] assets for (PREVIOUS YEAR). Do not
include interest or dividend payments already reported as income.
[Please exclude the value of (your/his/her/their) home.]
[(retirement savings accounts/other bank accounts/stocks, mutual
funds, bonds/life insurance policies/other property/vehicles/other
assets)]

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:08 PM Thursday, December 17, 2009

Page 88 of 113

IA31
( IAQ1470 )

ASSTTOTL

Field1:
Cheshire Name:

INCO.ASSTTOTL

Item Text display:
Item Text:
Label:
Label Position:

AMOUNT:
Left

Field Type:
Type Name:

Real
TCurrencyDKRF1To999
M

FieldSize:
Min Value:

1.00

Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

1
No
No

Max Value:
Mask:

999999999.99
Dollars

Number Label
1 [Continuous answer.]

Route
IA32 - ASSTDEBT ( IAQ1480 )

Attribute
Don't know

Route
IA31A - VALSSET ( IAQ1472 )

Refusal

IA31A - VALSSET ( IAQ1472 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS
ASSTTOTL = 100.00 - 500,000.00, DK or RF.
If not true, display message "UNLIKELY RESPONSE. PLEASE
VERIFY."
HARD EDIT CHECKS

TECHNICAL NOTES
40

SPInstitute

2:16:08 PM Thursday, December 17, 2009

SP is institutionalized =
MRES.SPALIVE=2/AliveAndInstitute on MRES where
MRES.MRESRND = current round.

Page 89 of 113

IA31
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

DESIGN NOTES

2:16:08 PM Thursday, December 17, 2009

Page 90 of 113

IA31A

IA31A

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

VALSSET

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

442

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

Display "[READ ASSETS LISTED BELOW]" and "READ IF
NECESSARY:" in same blue font used for interviewer instructions.
Always display this sentence in brackets.
The following display fill is a concatenation of Assets.
If condition is true, display Asset specified.
Else do not display.
Concatenate each Asset into one statement, separating each Asset
with “/”:
If IA23A – IRAPROBE = 1/Yes, display “retirement savings
accounts”.
If IA23A – SAVPROBE = 1/Yes, display “other bank accounts”.
If IA23A – BONDPROB = 1/Yes, display “stocks, mutual funds,
bonds”.
If IA23A – INSPROBE = 1/Yes, display “life insurance policies”.
If IA23B – PROPPROB = 1/Yes, display “other property”.
If IA23B – CARPROBE = 1/Yes, display “vehicles”.
If IA23B – ASTPPROBE = 1/Yes, display “other assets”.
Always display list of assets in brackets.
If IA18 – HOMEPROB = 1/Own then display ", and please exclude
the value of (your/his/her/their) home". Display "exclude" in bold.
Else do not display.

Multi Field display:

2:16:08 PM Thursday, December 17, 2009

Page 91 of 113

IA31A
Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

It is often difficult to place an exact dollar amount on the value of
assets. Thinking about all of the assets that you mentioned, [READ
ASSETS LISTED BELOW], would you say that the total value of
[your/(SP’s)/you and your (wife’s/husband’s)/(SP) and (his/her)
(wife’s/husband’s)] assets for (PREVIOUS YEAR) was less than
$40,000.00 or was it $40,000.00 or more?
[(retirement savings accounts/other bank accounts/stocks, mutual
funds, bonds/life insurance policies/other property/vehicles/other
assets)]
[READ IF NECESSARY: Again do not include interest or dividend
payments already reported as income [, and please exclude the
value of (your/his/her/their) home]].

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:08 PM Thursday, December 17, 2009

Page 92 of 113

IA31A
( IAQ1472 )

VALSSET

Field1:
Cheshire Name:

INCO.VALSSET

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TValSset

FieldSize:
Min Value:
Max Value:
Mask:

1
No
No

Number Label
1 LessThan40000

Route
IA31B - VALPICK ( IAQ1474 )

English text: LESS THAN $40,000.00
2

GreaterEqualTo40000

IA31B - VALPICK ( IAQ1474 )

English text: $40,000.00 OR MORE
Attribute
Don't know

Route
IA32 - ASSTDEBT ( IAQ1480 )

Refusal

IA32 - ASSTDEBT ( IAQ1480 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

2:16:08 PM Thursday, December 17, 2009

Page 93 of 113

IA31A
238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

DESIGN NOTES

2:16:08 PM Thursday, December 17, 2009

Page 94 of 113

IA31B

IA31B

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

VALPICK

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

444

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

If IA31A - VALSSET = 1/LessThan40000, display "IA3".
Else display "IA4".
Display "[READ ASSETS LISTED BELOW]" and "READ IF
NECESSARY:" in same blue font used for interviewer instructions.
Always display this sentence in brackets.
The following display fill is a concatenation of Assets.
If condition is true, display Asset specified.
Else do not display.
Concatenate each Asset into one statement, separating each Asset
with "/":
If IA23A - IRAPROBE = 1/Yes, display "retirement savings
accounts".
If IA23A - SAVPROBE = 1/Yes, display "other bank accounts".
If IA23A - BONDPROB = 1/Yes, display "stocks, mutual funds,
bonds".
If IA23A - INSPROBE = 1/Yes, display "life insurance policies".
If IA23B - PROPPROB = 1/Yes, display "other property".
If IA23B - CARPROBE = 1/Yes, display "vehicles".
If IA23B - ASTPPROBE = 1/Yes, display "other assets".
Always display list of assets in brackets.

Multi Field display:

2:16:09 PM Thursday, December 17, 2009

Page 95 of 113

IA31B
Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:

SHOW CARD (IA3/IA4)

Question Text:

Which of these categories do you think is a good estimate of the
total value of [your/(SP’s)/you and your (wife’s/husband’s)/(SP) and
(his/her) (wife’s/husband’s)] assets for (PREVIOUS YEAR)?
[READ IF NECESSARY: You mentioned the following assets: [READ
ASSETS LISTED BELOW].]
[(retirement savings accounts/other bank accounts/stocks, mutual
funds, bonds/life insurance policies/other property/vehicles/other
assets)]

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:09 PM Thursday, December 17, 2009

Page 96 of 113

IA31B
VALPICK

Field1:

( IAQ1474 )

INCO.VALPICK

Cheshire Name:
Item Text display:

If IA31A - VALSSET = 1/LessThan40000, do not display
response options 5, 6, 7 and 8 (E-H).
Else do not display response options 1, 2, 3 and 4 (A-D).

Item Text:

INCO.VALPICK

Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TValPickDKRF
1
No
No

Number Label
1 ALessThan5000

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA32 - ASSTDEBT ( IAQ1480 )

English text: A
2

B5000To9999

IA32 - ASSTDEBT ( IAQ1480 )

English text: B
3

C10000To19999

IA32 - ASSTDEBT ( IAQ1480 )

English text: C
4

D20000To39999

IA32 - ASSTDEBT ( IAQ1480 )

English text: D
5

E40000To74999
English text: E

IA32 - ASSTDEBT ( IAQ1480 )

6

F75000To149999

IA32 - ASSTDEBT ( IAQ1480 )

7

English text: F
G150000To299999

IA32 - ASSTDEBT ( IAQ1480 )

8

English text: G
H300000OrMore

IA32 - ASSTDEBT ( IAQ1480 )

English text: H
Attribute
Don't know

Route
IA32 - ASSTDEBT ( IAQ1480 )

Refusal

IA32 - ASSTDEBT ( IAQ1480 )

BACKGROUND VARIABLE ASSIGNMENTS

2:16:10 PM Thursday, December 17, 2009

Page 97 of 113

IA31B

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

DESIGN NOTES

2:16:10 PM Thursday, December 17, 2009

Page 98 of 113

IA32

IA32

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

ASSTDEBT

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

450

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

Display “[READ ASSETS LISTED BELOW]” in same blue font used
for interviewer instructions.
The following display fill is a concatenation of Assets.
If condition is true, display Asset specified.
Else do not display.
Concatenate each Asset into one statement, separating each Asset
with “/”:
If IA23A – IRAPROBE = 1/Yes, display “retirement savings
accounts”.
If IA23A – SAVPROBE = 1/Yes, display “other bank accounts”.
If IA23A – BONDPROB = 1/Yes, display “stocks, mutual funds,
bonds”.
If IA23A – INSPROBE = 1/Yes, display “life insurance policies”.
If IA23B – PROPPROB = 1/Yes, display “other property”.
If IA23B – CARPROBE = 1/Yes, display “vehicles”.
If IA23B – ASTPPROBE = 1/Yes, display “other assets”.
Always display list of assets in brackets.

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
2:16:10 PM Thursday, December 17, 2009

Page 99 of 113

IA32
Report display:

TEXT:
Context Header:
Int. Instr I:
(Do/Did/Does) [you/(SP)/you or your (wife/husband)/(SP) or (his/her)
(wife/husband)] have any outstanding debts associated with the
[READ ASSETS LISTED BELOW]?

Question Text:

[(retirement savings accounts/other bank accounts/stocks, mutual
funds, bonds/life insurance policies/other property/vehicles/other
assets)]
Int. Instr II:
INPUT FIELDS / ROUTING

Field1:

ASSTDEBT

Cheshire Name:

( IAQ1480 )

INCO.ASSTDEBT

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA33 - ADEBTTOT ( IAQ1490 )

English text: YES
2

No

IA34 - OTHDEBTS ( IAQ1500 )

English text: NO
Attribute
Don't know

Route
IA34 - OTHDEBTS ( IAQ1500 )

Refusal

IA34 - OTHDEBTS ( IAQ1500 )

BACKGROUND VARIABLE ASSIGNMENTS

2:16:10 PM Thursday, December 17, 2009

Page 100 of 113

IA32

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

8

DeceasedInst

SP deceased or institutionalized =
MRES.SPALIVE=2/AliveAndInstitute or 3/Deceased on
MRES where MRES.MRESRND = current round.

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

DESIGN NOTES

2:16:10 PM Thursday, December 17, 2009

Page 101 of 113

IA33

IA33

Page Order # :

Design Screen Type:

Dollar

Fields:

Field 1:

ADEBTTOT

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

460

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

How much (do/did/does) [you/(SP)/you and your (wife/husband)/(SP)
and (his/her) (wife/husband)] owe, in total, on these debts?

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:10 PM Thursday, December 17, 2009

Page 102 of 113

IA33
( IAQ1490 )

ADEBTTOT

Field1:
Cheshire Name:

INCO.ADEBTTOT

Item Text display:
Item Text:
Label:
Label Position:

TOTAL OWED:
Left

Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Real
TCurrencyDKRF1To99M
1
No
No

Number Label
1 [Continuous answer.]

FieldSize:
Min Value:
Max Value:
Mask:

1.00
99999999.99
Dollars

Route
IA34 - OTHDEBTS ( IAQ1500 )

Attribute
Don't know

Route
IA34 - OTHDEBTS ( IAQ1500 )

Refusal

IA34 - OTHDEBTS ( IAQ1500 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS
ADEBTTOT = 100.00 - 500,000.00, DK or RF.
If not true, display message "UNLIKELY RESPONSE. PLEASE
VERIFY.".
HARD EDIT CHECKS

TECHNICAL NOTES
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

2:16:10 PM Thursday, December 17, 2009

Page 103 of 113

IA33
5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

8

DeceasedInst

SP deceased or institutionalized =
MRES.SPALIVE=2/AliveAndInstitute or 3/Deceased on
MRES where MRES.MRESRND = current round.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

DESIGN NOTES

2:16:10 PM Thursday, December 17, 2009

Page 104 of 113

IA34

IA34

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

OTHDEBTS

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

470

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

If IA32 – ASSTDEBT = 1/Yes, display “other” and “that we haven’t
talked about”.
Else do not display.

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

(Do/Did/Does) [you/(SP)/you or your (wife/husband)/(SP) or (his/her)
(wife/husband)] have any (other) outstanding debts (that we haven't
talked about), such as credit card charges, loans, medical bills, or
legal bills?

Int. Instr II:
INPUT FIELDS / ROUTING
2:16:10 PM Thursday, December 17, 2009

Page 105 of 113

IA34
( IAQ1500 )

OTHDEBTS

Field1:
Cheshire Name:

INCO.OTHDEBTS

Item Text display:
Item Text:
Label:
Label Position:
Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Enumerated
TYesNoDKRF
1
No
No

Number Label
1 Yes

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA35 - DEBTTOT ( IAQ1520 )

English text: YES
2

No

BOX IA6 - (IAQ1555 )

English text: NO
Attribute
Don't know

Route
BOX IA6 - (IAQ1555 )

Refusal

BOX IA6 - (IAQ1555 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

2:16:11 PM Thursday, December 17, 2009

Page 106 of 113

IA34
5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

8

DeceasedInst

SP deceased or institutionalized =
MRES.SPALIVE=2/AliveAndInstitute or 3/Deceased on
MRES where MRES.MRESRND = current round.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

DESIGN NOTES

2:16:11 PM Thursday, December 17, 2009

Page 107 of 113

IA35

IA35

Page Order # :

Design Screen Type:

Dollar

Fields:

Field 1:

DEBTTOT

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

490

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:
Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

If you added up all of these other debts for [you/(SP)/you and your
(wife/husband)/(SP) and (his/her) (wife/husband)], about how much
would they amount to right now?

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:11 PM Thursday, December 17, 2009

Page 108 of 113

IA35
( IAQ1520 )

DEBTTOT

Field1:
Cheshire Name:

INCO.DEBTTOT

Item Text display:
Item Text:
Label:
Label Position:

TOTAL DEBT:
Left

Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Real
TCurrencyDKRF1To99M
1
No
No

Number Label
1 [Continuous answer.]

FieldSize:
Min Value:
Max Value:
Mask:

1.00
99999999.99
Dollars

Route
IA36 - DEBTMED ( IAQ1540 )

Attribute
Don't know

Route
BOX IA6 - (IAQ1555 )

Refusal

BOX IA6 - (IAQ1555 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS
DEBTTOT = 100.00 - 500,000.00, DK or RF.
If not true, display message "UNLIKELY RESPONSE. PLEASE
VERIFY.".
HARD EDIT CHECKS

TECHNICAL NOTES
4

Respondent

On MRES where MRES.MRESRND = current round:
A Proxy interview (respondent is a proxy) =
MRES.SPPROXY=2/Proxy.
MRES.RROSTNUM=ROST.ROSTNUM of respondent.
An SP interview (respondent is the SP) =
MRES.SPPROXY=1/SP.
MRES.RROSTNUM='01'.

2:16:11 PM Thursday, December 17, 2009

Page 109 of 113

IA35
5

SPMale

SP is male =
ROST.ROSTSEX=1/Male on ROST where
ROST.ROSTNUM='01'.

6

SPFemale

SP is female =
ROST.ROSTSEX=2/Female on ROST where
ROST.ROSTNUM='01'.

238

SPMarriedforIA

SP is married (in IA) =
(MRES.INTTYPE =8/ExitInterviewHadPrev &
INCO.SPSEINHH = 1/Yes on INCO where
INCO.INCORND=current round) or (there is an ENUM
where (ENUM.ENUMRND = current round and
ENUM.NOTHHRSN = empty and ENUM.HHPREL =
2/Spouse)).

240

SpouseIsRespondent

SP's spouse is the respondent =
There is a ROST where ROST.ROSTREL = 2/Spouse &
(ROST.ROSTNUM = MRES.RROSTNUM on MRES
where MRES.MRESRND = current round).

DESIGN NOTES

2:16:11 PM Thursday, December 17, 2009

Page 110 of 113

IA36

IA36

Page Order # :

Design Screen Type:

Dollar

Fields:

Field 1:

DEBTMED

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
Yes

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

510

Roster Name:
Roster Type:

DISPLAY INSTRUCTIONS:
Context header display:
Question display:

Display fill instruction for “AMOUNT FROM IA35”:
If IA35 – DEBTTOT = DK, display “DON’T KNOW”.
Else if IA35 – DEBTTOT = RF, display “REFUSED”.
Else display IA35 – DEBTTOT response.

Multi Field display:

Roster/Grid Instructions:
Roster/Grid display:
Report display:

TEXT:
Context Header:
Int. Instr I:
Question Text:

How much of the (AMOUNT FROM IA35) is for medical care costs?

Int. Instr II:
INPUT FIELDS / ROUTING

2:16:11 PM Thursday, December 17, 2009

Page 111 of 113

IA36
DEBTMED

Field1:
Cheshire Name:

( IAQ1540 )

INCO.DEBTMED

Item Text display:
Item Text:
Label:
Label Position:

TOTAL MEDICAL DEBT:
Left

Field Type:
Type Name:
Answers Allowed:
Drop Down List:
Lookup File:
Lookup File Name:

Real
TCurrencyDKRF0To99M
1
No
No

Number Label
1 [Continuous answer.]
Attribute
Don't know

Route
BOX IA6 - (IAQ1555 )

Refusal

BOX IA6 - (IAQ1555 )

FieldSize:
Min Value:
Max Value:
Mask:

0.00
99999999.99
Dollars

Route
BOX IA6 - (IAQ1555 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS
DEBTMED = 0.00 - 500,000.00, DK or RF.
If not true, display message "UNLIKELY RESPONSE. PLEASE
VERIFY.".
HARD EDIT CHECKS
If (IA36 - DEBTMED ^= DK and ^= RF) and (IA35 - DEBTTOT ^= DK
and ^= RF) then IA36 - DEBTMED <= IA35 - DEBTTOT.
If not true, display message, "AMOUNT ENTERED IS GREATER
THAN TOTAL DEBT. PLEASE REENTER."
TECHNICAL NOTES

DESIGN NOTES

2:16:11 PM Thursday, December 17, 2009

Page 112 of 113

BOX IA6

BOX IA6

Page Order # :

560

BOX INSTRUCTIONS
( IAQ1555 )

GO TO NEXT SECTION .

ASSIGNMENTS

TECHNICAL NOTES
16

ExitSample

SP is in the Exit Sample =
(MRES.INTTYPE = 8/ExitInterviewHadPrev or
9/ExitInterviewSkipPre) on MRES where
MRES.MRESRND = current round.

59

SPStatus

SP is Alive and not institutionalized =
MRES.SPALIVE=1/Alive or empty
SP is Alive =
MRES.SPALIVE=1/Alive, 2/AliveAndInstitute, or EMPTY
SP is Institutionalized =
MRES.SPALIVE=2/AliveAndInstitute
SP is Deceased =
MRES.SPALIVE=3/Deceased.

DESIGN NOTES

2:16:11 PM Thursday, December 17, 2009

Page 113 of 113


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