CMS-P0015A English Section by Section IA_08.01.0000

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

1:05:30 PM Monday, December 24, 2012

Page 1 of 114

IAINT8

IAINT8

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

SPSEINHH

Enable Functions:

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Yes

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No
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No
No

Grid Functions:

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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

1:05:31 PM Monday, December 24, 2012

Page 2 of 114

IAINT8

Field1:

SPSEINHH

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
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IAINT9 - ADLTINHH ( IAQ1030 )

English text: YES
No

IAINT9 - ADLTINHH ( IAQ1030 )

English text: NO
Attribute

Route

Don't know

IAINT9 - ADLTINHH ( IAQ1030 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES

DESIGN NOTES

1:05:32 PM Monday, December 24, 2012

Page 3 of 114

IAINT9

IAINT9

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

ADLTINHH

Enable Functions:

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Yes

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No
No
No

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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

1:05:32 PM Monday, December 24, 2012

Page 4 of 114

IAINT9

Field1:

ADLTINHH

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
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IAINTRO - IAINT ( IAQ1040 )

English text: YES
No

IAINTRO - IAINT ( IAQ1040 )

English text: NO
Attribute

Route

Don't know

IAINTRO - IAINT ( IAQ1040 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES

DESIGN NOTES

1:05:33 PM Monday, December 24, 2012

Page 5 of 114

IAINTRO

IAINTRO

Page Order # :

Design Screen Type:

No Entry

Fields:

Field 1:

IAINT

Enable Functions:

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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)].
As with all information collected by the MCBS, the data are
confidential and covered by the Privacy Act of 1974. 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:
1:05:34 PM Monday, December 24, 2012

GIVE BROCHURE TO RESPONDENT. ALLOW A FEW MINUTES
Page 6 of 114

IAINTRO
FOR RESPONDENT TO REVIEW BROCHURE IF NECESSARY.
INPUT FIELDS / ROUTING
( IAQ1040 )

IAINT

Field1:

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)).

1:05:35 PM Monday, December 24, 2012

Page 7 of 114

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

1:05:35 PM Monday, December 24, 2012

Page 8 of 114

IAINTRO1

IAINTRO1

Page Order # :

Design Screen Type:

No Entry

Fields:

Field 1:

IAINT1

Enable Functions:

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Yes

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No
No
No

Grid Functions:

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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:

1:05:35 PM Monday, December 24, 2012

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 income.
Page 9 of 114

IAINTRO1
[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
( IAQ1050 )

IAINT1

Field1:
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

Route

Empty

IA1A - SSRRPROB ( IAQ1070 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

1:05:36 PM Monday, December 24, 2012

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 114

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

1:05:36 PM Monday, December 24, 2012

Page 11 of 114

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
1:05:37 PM Monday, December 24, 2012

Page 12 of 114

IA1A

Field1:

SSRRPROB

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, and payment
generally arrives on the 3rd of the month.]
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 - SSIPROBE ( IAQ1080 )

English text: YES
No

IA1A - SSIPROBE ( IAQ1080 )

English text: NO
Attribute

Route

Don't know

IA1A - SSIPROBE ( IAQ1080 )

Refusal

IA1A - SSIPROBE ( IAQ1080 )

1:05:40 PM Monday, December 24, 2012

Page 13 of 114

IA1A

Field2:

SSIPROBE

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 )

1:05:42 PM Monday, December 24, 2012

Page 14 of 114

IA1A

Field3:

DISAPROB

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 )

1:05:44 PM Monday, December 24, 2012

Page 15 of 114

IA1A

Field4:

( IAQ1100 )

PENPROBE

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

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).

5

SPMale

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

1:05:45 PM Monday, December 24, 2012

Page 16 of 114

IA1A
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

1:05:45 PM Monday, December 24, 2012

Page 17 of 114

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
1:05:46 PM Monday, December 24, 2012

Page 18 of 114

IA1B

Field:

JOBPROBE

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
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1B - WELPROBE ( IAQ1120 )

English text: YES
No

IA1B - WELPROBE ( IAQ1120 )

English text: NO
Attribute

Route

Don't know

IA1B - WELPROBE ( IAQ1120 )

Refusal

IA1B - WELPROBE ( IAQ1120 )

1:05:48 PM Monday, December 24, 2012

Page 19 of 114

IA1B

Field2:

WELPROBE

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 programs such
as Temporary Assistance for 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 )

1:05:50 PM Monday, December 24, 2012

Page 20 of 114

IA1B

Field3:

RELPROBE

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

Route

Don't know

IA1B - IRAWD ( IAQ1140 )

Refusal

IA1B - IRAWD ( IAQ1140 )

1:05:52 PM Monday, December 24, 2012

Page 21 of 114

IA1B

Field4:

( IAQ1140 )

IRAWD

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

1:05:54 PM Monday, December 24, 2012

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 114

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

1:05:54 PM Monday, December 24, 2012

Page 23 of 114

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
1:05:55 PM Monday, December 24, 2012

Page 24 of 114

IA1C

Field1:

STOKPROB

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

IA1C - LUMPPROB ( IAQ1160 )

English text: NO
Attribute
Don't know

Route
IA1C - LUMPPROB ( IAQ1160 )

Refusal

IA1C - LUMPPROB ( IAQ1160 )

1:05:57 PM Monday, December 24, 2012

Page 25 of 114

IA1C

Field2:

LUMPPROB

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
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA1C - ESTPROBE ( IAQ1170 )

English text: YES
No

IA1C - ESTPROBE ( IAQ1170 )

English text: NO
Attribute
Don't know

Route
IA1C - ESTPROBE ( IAQ1170 )

Refusal

IA1C - ESTPROBE ( IAQ1170 )

1:05:59 PM Monday, December 24, 2012

Page 26 of 114

IA1C

Field3:

ESTPROBE

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 )

1:06:01 PM Monday, December 24, 2012

Page 27 of 114

IA1C

Field4:

( IAQ1180 )

PROPRENT

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

Route

Don't know

IA13 - OTHPROBE ( IAQ1190 )

Refusal

IA13 - OTHPROBE ( IAQ1190 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

1:06:02 PM Monday, December 24, 2012

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 114

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

1:06:02 PM Monday, December 24, 2012

Page 29 of 114

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

1:06:02 PM Monday, December 24, 2012

Page 30 of 114

IA13

Field1:

( IAQ1190 )

OTHPROBE

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
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
BOX IA1 - (IAQ1200 )

English text: YES
No

BOX IA1 - (IAQ1200 )

English text: NO
Attribute

Route

Don't know

BOX IA1 - (IAQ1200 )

Refusal

BOX IA1 - (IAQ1200 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

HARD EDIT CHECKS

TECHNICAL NOTES
240

SpouseIsRespondent

1:06:03 PM Monday, December 24, 2012

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 114

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

1:06:04 PM Monday, December 24, 2012

Page 32 of 114

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 - INCYRAMT ( IAQ1220 ).
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

1:06:04 PM Monday, December 24, 2012

Page 33 of 114

IA14

IA14

Page Order # :

Design Screen Type:

Quantity Unit

Fields:

Field 1:

INCYRAMT

Field 2:

INCYRUNT

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”.

1:06:05 PM Monday, December 24, 2012

Page 34 of 114

IA14
If IA1C – PROPRENT = 1/Yes, display “rental properties”.

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

1:06:06 PM Monday, December 24, 2012

Page 35 of 114

IA14

Field1:

INCYRAMT

Cheshire Name:

( IAQ1220 )

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.]
Attribute

Route

Don't know

IA15 - INCYRMT1 ( IAQ1230 )

Refusal

IA15 - INCYRMT1 ( IAQ1230 )

1:06:08 PM Monday, December 24, 2012

Route
IA14 - INCYRUNT ( IAQ1225 )

Page 36 of 114

IA14

Field2:

INCYRUNT

Cheshire Name:

( IAQ1225 )

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
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
BOX IA2AA - (IAQ1260 )

English text: TOTAL FOR (PREVIOUS YEAR)
TotalForOneMonth
BOX IA2AA - (IAQ1260 )
English text: ONE MONTH

Attribute

Route

Don't know

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

1:06:09 PM Monday, December 24, 2012

Page 37 of 114

IA14
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)).

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

1:06:09 PM Monday, December 24, 2012

Page 38 of 114

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:

1:06:09 PM Monday, December 24, 2012

Page 39 of 114

IA15
INPUT FIELDS / ROUTING
( IAQ1230 )

INCYRMT1

Field1:
Cheshire Name:

INCO.INCYRMT1

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

1:06:10 PM Monday, December 24, 2012

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 114

IA15
DESIGN NOTES

1:06:11 PM Monday, December 24, 2012

Page 41 of 114

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:

1:06:11 PM Monday, December 24, 2012

Page 42 of 114

IA16
INPUT FIELDS / ROUTING
( IAQ1240 )

INCYRMT2

Field1:
Cheshire Name:

INCO.INCYRMT2

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

1:06:12 PM Monday, December 24, 2012

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 114

IA16
DESIGN NOTES

1:06:12 PM Monday, December 24, 2012

Page 44 of 114

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:

1:06:13 PM Monday, December 24, 2012

Page 45 of 114

IA17
INPUT FIELDS / ROUTING
( IAQ1250 )

INCYRMT3

Field1:
Cheshire Name:

INCO.INCYRMT3

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

1:06:14 PM Monday, December 24, 2012

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 114

IA17
DESIGN NOTES

1:06:14 PM Monday, December 24, 2012

Page 47 of 114

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 IA18A - HOMEPRBB ( IAQ1290 ).

ASSIGNMENTS
HHINCFLG

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.

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

1:06:14 PM Monday, December 24, 2012

Page 48 of 114

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

1:06:15 PM Monday, December 24, 2012

Page 49 of 114

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

1:06:16 PM Monday, December 24, 2012

Page 50 of 114

IA17A

Field1:

HHINCOME

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
IA18A - HOMEPRBB ( IAQ1290 )

2

English text: A
B5000To9999

IA18A - HOMEPRBB ( IAQ1290 )

3

English text: B
C10000To14999

IA18A - HOMEPRBB ( IAQ1290 )

4

English text: C
D15000To19999

IA18A - HOMEPRBB ( IAQ1290 )

5

English text: D
E20000To24999

IA18A - HOMEPRBB ( IAQ1290 )

6

English text: E
F25000To29999

IA18A - HOMEPRBB ( IAQ1290 )

7

English text: F
G30000To34999

IA18A - HOMEPRBB ( IAQ1290 )

8

English text: G
H35000To39999

IA18A - HOMEPRBB ( IAQ1290 )

9

English text: H
I40000To44999

IA18A - HOMEPRBB ( IAQ1290 )

10

English text: I
J45000To49999

IA18A - HOMEPRBB ( IAQ1290 )

11

English text: J
K50000OrMore

IA18A - HOMEPRBB ( IAQ1290 )

English text: K
Attribute
Don't know

Route
IA18A - HOMEPRBB ( IAQ1290 )

1:06:19 PM Monday, December 24, 2012

Page 51 of 114

IA17A

Refusal

IA18A - HOMEPRBB ( 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'.

1:06:19 PM Monday, December 24, 2012

Page 52 of 114

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

1:06:19 PM Monday, December 24, 2012

Page 53 of 114

IA18A

IA18A

Page Order # :

Design Screen Type:

Code 1

Fields:

Field 1:

HOMEPRBB

Enable Functions:

HELP
COMMENTS
JUMPBACK

No
Yes
No

Roster Functions:

Add Item
Edit Item
Delete Item
Search Item

No
No
No
No

Grid Functions:

Add Line
Delete Line

No
No

285

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:

IF THE SP IS HOMELESS, IS TRANSIENT WITH NO PERMANENT
HOME, OR IS IN JAIL OR PRISON, CODE WITHOUT ASKING.
SELECT " SP IS HOMELESS/TRANSIENT/IN JAIL OR PRISON".

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:
1:06:20 PM Monday, December 24, 2012

Page 54 of 114

IA18A
INPUT FIELDS / ROUTING
HOMEPRBB

Field1:
Cheshire Name:

( IAQ1290 )

INCO.HOMEPRBB

Item Text display:

Item Text:

Label:

Label Position:

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

Enumerated

THomeTrRFDK
1
No
No

Number Label
1 Own

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA19 - HOMEEVAL ( IAQ1300 )

2

English text: OWN
Rent

IA22 - HOMERENT ( IAQ1330 )

3

English text: RENT
DoesntOwnOrRent

IAINTRO4 - IAINT4 ( IAQ1340 )

4

English text: DOESN'T OWN OR RENT
BothOwnAndRent

5

English text: BOTH OWN AND RENT
SubsidizedRentalHous

6

DO NOT DISPLAY. DATA EDITING ONLY.
English text: SP REPORTED SUBSIDIZED RENTAL HOUSING
HomelessJailPrison
IAINTRO4 - IAINT4 ( IAQ1340 )

DO NOT DISPLAY. DATA EDITING ONLY.

English text: SP IS HOMELESS/TRANSIENT/IN JAIL OR PRISON
Attribute
Don't know

Route
IAINTRO4 - IAINT4 ( IAQ1340 )

Refusal

IAINTRO4 - IAINT4 ( IAQ1340 )

BACKGROUND VARIABLE ASSIGNMENTS

SOFT EDIT CHECKS

1:06:22 PM Monday, December 24, 2012

Page 55 of 114

IA18A

HARD EDIT CHECKS

TECHNICAL NOTES

DESIGN NOTES
"DATA EDITING ONLY" responses should be treated by editors in the
following way:
4/BothOwnAndRent should route to IA19 - HOMEEVAL
5/SubsidizedRentalHous should route to IAINTRO4 - IAINT4

1:06:22 PM Monday, December 24, 2012

Page 56 of 114

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

1:06:22 PM Monday, December 24, 2012

Page 57 of 114

IA19

Field1:

( IAQ1300 )

HOMEEVAL

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

Route

Don't know

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).

1:06:23 PM Monday, December 24, 2012

Page 58 of 114

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

1:06:23 PM Monday, December 24, 2012

Page 59 of 114

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

1:06:24 PM Monday, December 24, 2012

Page 60 of 114

IA20

Field1:

HOMEMORT

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
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA21 - HOMEOWE ( IAQ1320 )

English text: YES
No

IAINTRO4 - IAINT4 ( IAQ1340 )

English text: NO
Attribute

Route

Don't know

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).

1:06:25 PM Monday, December 24, 2012

Page 61 of 114

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

1:06:25 PM Monday, December 24, 2012

Page 62 of 114

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

1:06:25 PM Monday, December 24, 2012

Page 63 of 114

IA21

Field1:

( IAQ1320 )

HOMEOWE

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

Route

Don't know

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'.

1:06:26 PM Monday, December 24, 2012

Page 64 of 114

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

1:06:26 PM Monday, December 24, 2012

Page 65 of 114

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

1:06:27 PM Monday, December 24, 2012

Page 66 of 114

IA22

Field1:

HOMERENT

( 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

Route

Don't know

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)).

1:06:28 PM Monday, December 24, 2012

Page 67 of 114

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

1:06:28 PM Monday, December 24, 2012

Page 68 of 114

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:

1:06:28 PM Monday, December 24, 2012

Page 69 of 114

IAINTRO4
INPUT FIELDS / ROUTING
( IAQ1340 )

IAINT4

Field1:
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

Route

Empty

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'.

1:06:29 PM Monday, December 24, 2012

Page 70 of 114

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

1:06:29 PM Monday, December 24, 2012

Page 71 of 114

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
1:06:30 PM Monday, December 24, 2012

Page 72 of 114

IA23A

Field1:

IRAPROBE

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

IA23A - SAVPROBE ( IAQ1370 )

English text: NO
Attribute
Don't know

Route
IA23A - SAVPROBE ( IAQ1370 )

Refusal

IA23A - SAVPROBE ( IAQ1370 )

1:06:32 PM Monday, December 24, 2012

Page 73 of 114

IA23A

Field2:

SAVPROBE

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 )

1:06:34 PM Monday, December 24, 2012

Page 74 of 114

IA23A

Field3:

BONDPROB

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
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA23A - INSPROBE ( IAQ1390 )

English text: YES
No

IA23A - INSPROBE ( IAQ1390 )

English text: NO
Attribute
Don't know

Route
IA23A - INSPROBE ( IAQ1390 )

Refusal

IA23A - INSPROBE ( IAQ1390 )

1:06:37 PM Monday, December 24, 2012

Page 75 of 114

IA23A

Field4:

( IAQ1390 )

INSPROBE

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

1:06:38 PM Monday, December 24, 2012

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 114

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

1:06:38 PM Monday, December 24, 2012

Page 77 of 114

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

1:06:39 PM Monday, December 24, 2012

Page 78 of 114

IA23B

Field1:

PROPPROB

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
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA23B - CARPROBE ( IAQ1410 )

English text: YES
No

IA23B - CARPROBE ( IAQ1410 )

English text: NO
Attribute

Route

Don't know

IA23B - CARPROBE ( IAQ1410 )

Refusal

IA23B - CARPROBE ( IAQ1410 )

1:06:41 PM Monday, December 24, 2012

Page 79 of 114

IA23B

Field2:

CARPROBE

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

Route

Don't know

IA23B - ASTPROBE ( IAQ1420 )

Refusal

IA23B - ASTPROBE ( IAQ1420 )

1:06:43 PM Monday, December 24, 2012

Page 80 of 114

IA23B

Field3:

( IAQ1420 )

ASTPROBE

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) =

1:06:44 PM Monday, December 24, 2012

Page 81 of 114

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

1:06:44 PM Monday, December 24, 2012

Page 82 of 114

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

1:06:45 PM Monday, December 24, 2012

Page 83 of 114

IA30

1:06:46 PM Monday, December 24, 2012

Page 84 of 114

IA30

Field1:

ASTCODE

Cheshire Name:

( IAQ1440 )

NONE
REPLACES CHESHIRE VARIABLES:
1=INCO.ASTSAVNG
2=INCO.ASTASSET
3=INCO.ASTFARMd
4=INCO.ASTBUSIN
5=INCO.ASTPRACT
91=INCO.ASTOTHER
DATA EDITING CODING VARIABLE:
INCO.ASTLAND

Item Text display:

Do not display response option 2/Assets.

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 )

2

English text: SAVINGS
Assets

3

English text: ASSETS
Farm

BOX IA2 - (IAQ1465 )

4

English text: FARM
Business

BOX IA2 - (IAQ1465 )

5

English text: BUSINESS
ProfessionalPractice

BOX IA2 - (IAQ1465 )

English text: PROFESSIONAL PRACTICE
Other

IA30 - ASTSPECI ( IAQ1460 )

DATA EDITING ONLY. DO NOT DISPLAY.

91

English text: OTHER
Attribute

Route

Don't know

BOX IA2 - (IAQ1465 )

1:06:48 PM Monday, December 24, 2012

Page 85 of 114

IA30

Refusal

BOX IA2 - (IAQ1465 )

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

1:06:49 PM Monday, December 24, 2012

Page 86 of 114

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

1:06:49 PM Monday, December 24, 2012

Page 87 of 114

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:

1:06:49 PM Monday, December 24, 2012

Page 88 of 114

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

1:06:50 PM Monday, December 24, 2012

Page 89 of 114

IA31

Field1:

( IAQ1470 )

ASSTTOTL

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

Route

Don't know

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

1:06:51 PM Monday, December 24, 2012

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

Page 90 of 114

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

1:06:51 PM Monday, December 24, 2012

Page 91 of 114

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:

1:06:52 PM Monday, December 24, 2012

Page 92 of 114

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

1:06:53 PM Monday, December 24, 2012

Page 93 of 114

IA31A

Field1:

( IAQ1472 )

VALSSET

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
2

Route
IA31B - VALPICK ( IAQ1474 )

English text: LESS THAN $40,000.00
GreaterEqualTo40000

IA31B - VALPICK ( IAQ1474 )

English text: $40,000.00 OR MORE
Attribute

Route

Don't know

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).

1:06:54 PM Monday, December 24, 2012

Page 94 of 114

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

1:06:54 PM Monday, December 24, 2012

Page 95 of 114

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:

1:06:55 PM Monday, December 24, 2012

Page 96 of 114

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

1:06:56 PM Monday, December 24, 2012

Page 97 of 114

IA31B

Field1:

VALPICK

( 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 )

2

English text: A
B5000To9999

IA32 - ASSTDEBT ( IAQ1480 )

3

English text: B
C10000To19999

IA32 - ASSTDEBT ( IAQ1480 )

4

English text: C
D20000To39999

IA32 - ASSTDEBT ( IAQ1480 )

5

English text: D
E40000To74999

IA32 - ASSTDEBT ( IAQ1480 )

6

English text: E
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

1:06:58 PM Monday, December 24, 2012

Page 98 of 114

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

1:06:58 PM Monday, December 24, 2012

Page 99 of 114

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:
1:06:58 PM Monday, December 24, 2012

Page 100 of 114

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
ASSTDEBT

Field1:
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
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA33 - ADEBTTOT ( IAQ1490 )

English text: YES
No

IA34 - OTHDEBTS ( IAQ1500 )

English text: NO
Attribute

Route

Don't know

IA34 - OTHDEBTS ( IAQ1500 )

Refusal

IA34 - OTHDEBTS ( IAQ1500 )

BACKGROUND VARIABLE ASSIGNMENTS

1:07:00 PM Monday, December 24, 2012

Page 101 of 114

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

1:07:00 PM Monday, December 24, 2012

Page 102 of 114

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

1:07:00 PM Monday, December 24, 2012

Page 103 of 114

IA33

Field1:

( IAQ1490 )

ADEBTTOT

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

Route

Don't know

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'.

1:07:01 PM Monday, December 24, 2012

Page 104 of 114

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

1:07:01 PM Monday, December 24, 2012

Page 105 of 114

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
1:07:02 PM Monday, December 24, 2012

Page 106 of 114

IA34

Field1:

( IAQ1500 )

OTHDEBTS

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
2

FieldSize:
Min Value:
Max Value:
Mask:

Route
IA35 - DEBTTOT ( IAQ1520 )

English text: YES
No

BOX IA6 - (IAQ1555 )

English text: NO
Attribute

Route

Don't know

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'.

1:07:03 PM Monday, December 24, 2012

Page 107 of 114

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

1:07:03 PM Monday, December 24, 2012

Page 108 of 114

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

1:07:03 PM Monday, December 24, 2012

Page 109 of 114

IA35

Field1:

( IAQ1520 )

DEBTTOT

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

Route

Don't know

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'.

1:07:04 PM Monday, December 24, 2012

Page 110 of 114

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

1:07:04 PM Monday, December 24, 2012

Page 111 of 114

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

1:07:05 PM Monday, December 24, 2012

Page 112 of 114

IA36

Field1:

DEBTMED

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

Route

Don't know

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

1:07:06 PM Monday, December 24, 2012

Page 113 of 114

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

1:07:06 PM Monday, December 24, 2012

Page 114 of 114