Quarterly Interview

Consumer Expenditure Surveys: Quarterly Interview and Diary

Attachment B (a) - July 2016 CEQ Specifications

Quarterly Interview

OMB: 1220-0050

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Consumer Expenditure Quarterly Interview Survey July 2016 Specifications

Section

CAPI Variable Name

Question Text

Skip Instructions

FRONT

H_PURPOSE

             FREQUENTLY ASKED QUESTIONS  


1. What is this survey all about?
2. Who uses this information? What good is it?
3. How is the data collected? How many times will I be interviewed?
4. I hesitate to tell some things about myself, what protection do I have?
5. Is this survey authorized by law?
6. Proceed with the interview

1: Goto H_PURPOSE1
2: Goto H_PURPOSE2
3: Goto H_PURPOSE3
4: Goto H_PURPOSE4
5: Goto H_PURPOSE5
6: Return to interview

FRONT

H_PURPOSE1

         WHAT IS THIS SURVEY ALL ABOUT?

The Consumer Expenditure Survey collects information from the Nation's households and families on their buying habits (expenditures), income, and characteristics.  The strength of the survey is that it allows data users to relate the expenditure and income of consumers to the characteristics of those consumers.                   


1. Enter 1 to Continue

Return to interview

FRONT

H_PURPOSE2

                WHO USES THIS INFORMATION?  WHAT GOOD IS IT?

Data from the Consumer Expenditure Survey are used in a number of different ways by a variety of users.  An important use of the survey by the Bureau of Labor Statistics is for the periodic revisions of the Consumer Price Index (CPI).   Survey results are used to select new market basket of goods and services for the CPI, to determine the relative importance of CPI components and to derive new cost weights for the market basket. Government and private agencies use the data to study the welfare of particular segments of the population.  Economic policymakers use the data to study the impact of policy changes in the welfare of different socioeconomic groups.  Researchers use the data in a variety of studies, including those that focus on the spending behavior of different family types and historical spending trends.      
 


1. Enter 1 to Continue

Return to interview

FRONT

H_PURPOSE3

         HOW IS THE DATA COLLECTED?
          HOW MANY TIMES WILL I BE INTERVIEWED?



^H_PURPOSE3


1. Enter 1 to Continue

Return to interview

FRONT

H_PURPOSE4

             I HESITATE TO TELL SOME THINGS ABOUT MYSELF.
              WHAT PROTECTION DO I HAVE?


The information that respondents provide is used solely for statistical purposes. All Census Bureau data collectors take an oath of confidentiality and are subject
to fines and imprisonment for improperly disclosing information provided by respondents.  Names and addresses are removed from all forms and that information is not released as part of any statistical data.


1. Enter 1 to Continue

Return to interview

FRONT

H_PURPOSE5

               IS THIS SURVEY AUTHORIZED BY LAW?


The Bureau of Labor Statistics conducts the Consumer Expenditure Survey under the authority of Title 29 of the U.S. Code.  Congress authorizes the financial support for the CE survey through Public Laws 94-439 and 95-205.The Bureau of the Census collects the CE data under the authority of Title 13, U.S. Code, Section 8b, which allows the Census Bureau to undertake surveys for other government agencies.  Participation in the survey is voluntary.  Under Title 13, the Census Bureau holds all information in strict confidence.  We will not release information reported in the survey which would permit the identification of a household or any of its members to anyone outside of the Census Bureau.


1. Enter 1 to Continue

Return to interview

FRONT

START

                         CENSUS CATI/CAPI SYSTEM                                              
                                                              
                         CONSUMER EXPENDITURE SURVEYS
                            QUARTERLY INTERVIEW SURVEY

                 DATE:  (current date)                           TIME:  (time) 

                INTERVIEW NUMBER:  (1/2/3/4/5)        CASE STATUS IS:  (case status)

                     (THIS HOUSEHOLD IS A CONFIRMED REFUSAL/ ) 
                     (Press END to move to the next unanswered item/ ) 
                   


1. Continue
2. Skip notes
3. Ready to transmit
4. Quit
5. Non-interview

1: IF INTNMBR = 1 then goto GENINTRO
ELSE goto SHOSTAT

2: Goto GENINTRO

3: exit block and goto BBACK.TRANS

4: Exit block and goto BBACK.VERIFY_INFO

5: exit block and goto BCOVERAGE.NONTYP

FRONT

SHOSTAT

         (This household was not in sample last quarter. / )         

       INTERVIEW NUMBER                      PREVIOUS OUTCOME DESCRIPTION    
             (1 / )                                              (1st month outcome #)      (outcode description)
             (2 / )                                              (2nd month outcome # )      (Outcome description)
             (3 / )                                              (3rd month outcome # )      (Outcome description)
             (4 / )                                              (4th month outcome # )      (Outcome description)

    ( BC NAME: (name) / )
    (BC TITLE: (title) / )
    ^BC_Phon_Fill
    (BC ADDRESS: (Street address) / )
    ^BC_Add2_Fill
   (BC CITY: (city) / ),   (BC STATE: (State) / )    (BC ZIP CODE: (zipcode) / )        
   (BC OBSERVATION: (Yes/No) / ) 


1. Enter 1 to Continue

IF ROSTERNAMEONINPUT = Yes then goto SHOWROS
ELSE goto SHOW_NOTES

FRONT

SHOWROS


                   STATUS OF HOUSEHOLD COMPOSITION

Resp.    LN          Name                     Member Relationship   CU   Sex    Age
(X / ) (Line #)   (Name)                    (Yes/No)     (Relationship)          ^Cu  (1/2)  (Age)

 

1. Enter 1 to Continue

Goto SHOW_NOTES

FRONT

SHOW_NOTES

  INFORMATION FROM  PREVIOUS QUARTERS INTERVIEW    

PRECHARTS:  Press Shift-F8 to view pre-charts     

BEST TIME TO CALL:  ^Besttime1
                                      (best time specify)    

SUNDAY INTERVIEW:  (No Sunday Interview/Sunday interview okay)   

Language Spoken Last Quarter:  (English/Spanish/(specify) )
     

Use CNTRL-F7 to view case level notes   


1. Enter 1 to Continue

Goto GENINTRO

FRONT

GENINTRO

               Do not read as worded below 
            
         o  Identify yourself -  show I.D.
         o  (Ask to speak to: (name) / Ask for eligible respondent)
             If unavailable use Shift-F1 for HH roster.
         o  (Ask to speak to: (name) / Ask for eligible respondent)2
         o  Introduce survey  (Ask to speak to: (name) / Ask for eligible respondent)3
         o  The Household address is:
                (House #)  (House #)suf  (Street name)
                (Unit Designation)
                                        
         o  Read if necessary
             I am (your name) from the U.S. Census Bureau.  Here is my identification card.
             We are conducting a Consumer Expenditure Survey for the Bureau of Labor Statistics.
             I have some questions I would like to ask you.
    
      Did you receive our letter?



1. Yes
2. No
3. Non-interview

1: IF INTNMBR = 1 AND (RT25.QTYPE = 1, 2 or 3)
then goto RECVDEBT
ELSE goto INTROB

2: Goto GIVE_LETTER

3: Exit block and goto BCOVERAGE.NONTYP

FRONT

GIVE_LETTER

   Hand the respondent the letter.

     Allow time to read



1. Enter 1 to Continue

IF INTNMBR = 1 AND (RT25.QTYPE = 1, 2 or 3)
then goto RECVDEBT

ELSE goto INTROB

FRONT

RECVDEBT

^RECVDEBT_Fill
(Did (READ NAMES) receive a debit card?/Did anyone living at this address receive the debit card?)

(FNAME and LNAME of all persons on the roster)

1. Yes
2. No

1,RF: Goto INTROB

2,DK: Goto NOTRCV40

FRONT

NOTRCV40

I'm sorry that you did not receive the debit card. Upon completion of the interview, we will send you another card in the amount of $40 as soon as possible. If you also receive the original card we sent, please destroy it since we will be deactivating it.


1. Enter 1 to Continue

Goto RCRDNM40

FRONT

RCRDNM40

Who would you like the replacement card addressed to?

GotoINTROB

FRONT

INTROB

      Is Respondent ready to complete the interview?


1. Continue
2. Reluctant Respondent
3. Non-interview
4. Other Outcome
5. Wrong address
6. Inconvenient time

1: IF INTNMBR = 2-5 AND [(NEWCU ne 1) or (NEWCU = 1 AND ROSTERNAMEONINPUT = 'Yes')] AND not a replacement case then goto REPLACE_HH
ELSE goto VERADD

3: exit block and goto BCOVERAGE.NONTYP

2,4: Exit block and goto BBACK.VERIFY_INFO

5: Exit block and goto BBACK.DONE

6: Exit block and goto BBACK.APPTOTH

FRONT

REPLACE_HH

      Is this a Replacement Household?                

1. Yes
2. No

1: Goto REPLACE_VER

2: Goto VERADD

FRONT

REPLACE_VER

          A replacement household means that there are no members of the original household living at this
         address.  Are you sure that this is a replacement household?

          (This case is part of a multi-CU household. Verify that ALL original members in all CU’s no longer live there. / )


    LN      Name    Member Relationship   CU  Sex  Age 
    (Line #) (Name)   (Yes/No)   (Relationship)      ^Cu (1/2)  (Age)


1. Yes
2. No

1: IF RT8500.TOTALCU = 1 then goto ONE_CU
ELSE goto REPLACE_VER2

2: Goto CK_REPLACEVER

FRONT

REPLACE_VER2

      Has a replacement case already been created/spawned for this address?   

       If unsure, back up to the start screen and Quit out of the instrument so you can check
       case management.



1. Yes
2. No

1 Exit block and goto BBACK.DONE

2: Goto MULTI_CU

FRONT

ONE_CU

   A replacement household Case will be spawned.
    You will need to exit this case and pull up the new Case
    in order to interview the replacement household.

    The case you are currently in will automatically become a type C.



1. Enter 1 to Continue

Exit block and goto BBACK.DONE

FRONT

MULTI_CU

     A Replacement Household Case will be spawned.
     You will need to exit this case and pull up the New Case in order to interview
      the replacement household.

      This case is part of a Multi-CU Address.

     The case you are currently in will automatically become a type C,
     But you MUST manually Type C all other Cases.  (There are (Total number of CUs from last quarter) cases
     that must be Type C'd)  If you do not have all these cases on your laptop, contact your supervisor
     so that the other cases can be located and Type C'd.



1. Enter 1 to Continue

Exit block and goto BBACK.DONE

FRONT

VERADD


(* Confirm address information (Only ask if necessary) )
I have your address listed as
READ ADDRESS BELOW.  Is that your exact address?

                       (House #) (House #)SUF (Street Name)   (Unit Designation)
                       (City),  (State)    (Zipcode)
        
Phy des:   (Physical Description)              
        
GQ unit:   (GQ Unit Description)         Non-City:  (Non-city address)
        
Building:  (Building Name)


1. Yes, address is EXACTLY CORRECT as listed.
2. Address is MOSTLY CORRECT, needs minor changes.
3. INCORRECT ADDRESS

1: Goto MAILAD

2: Goto NADDST1

3,RF: Goto DONE

FRONT

NADDST1

          Enter corrections for House Number  or  press ENTER for Same/No Change.
            
                 
     (House #)  (House #)SUF (Street Name)    (Unit Designation)
                      (City),  (State)    (Zipcode)

            
Phy des:  (Physical Description)              
            
GQ unit:  (GQ Unit Description)   
            
Non-City: (Non-city address)
            
Building:  (Building Name)

Goto NADDST2

FRONT

NADDST2

  Enter corrections  for House # Suffix or Press ENTER for Same/No Change

                   
    (House #)  (House #)SUF (Street Name)    (Unit Designation)
                   (City),  (State)    (Zipcode)

        
Phy des:    (Physical Description)              
        
GQ unit:   (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDST3

FRONT

NADDST3

         Enter corrections  for Street Name or Press ENTER for Same/No Change

                 
  (House #)  (House #)SUF (Street Name)    (Unit Designation)
                   (City),  (State)    (Zipcode)

          
Phy des:  (Physical Description)              
          
GQ unit:   (GQ Unit Description)   
         
 Non-City: (Non-city address)
          
Building:  (Building Name)

Goto NADDST4

FRONT

NADDST4

       Enter corrections  for Unit Designation or Press ENTER for Same/No Change

                 (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:   (Physical Description)              
        
GQ unit:  (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

IF FRAME = 3 or RT25.GQINAREA = 1 then goto NADDST5
ELSE goto NADDST6

FRONT

NADDST5

       Enter corrections  for Group Quarters Unit Description or Press ENTER for Same/No Change


                     
(House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit:  (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDST6

FRONT

NADDST6

      Enter corrections  for Non City Style Address or Press ENTER for Same/No Change


                
(House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit: (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDPHYS

FRONT

NADDPHYS

          Enter corrections for Physical Description or Press ENTER for Same/No Change


                 
   (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit:  (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDCT

FRONT

NADDCT

       Enter corrections  for City or Press ENTER for Same/No Change

         
        (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)             
        
GQ unit: (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDST

FRONT

NADDST

? [F1]

  
        Enter corrections  for State or Press ENTER for Same/No Change

                    
  (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit:  (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDZP

FRONT

NADDZP

   Enter corrections  for Zipcode or Press ENTER for Same/No Change


                   
  (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit: (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:   (Building Name)

ELSE goto NADDBUIL

FRONT

NADDBUIL

       Enter corrections  for Building Name or Press ENTER for Same/No Change

                  
   (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit: (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto CK_ADDRESS

FRONT

MAILAD

(Is this also your mailing address?/I have your mailing address as *READ ADDRESS BELOW. Is that correct?)

(Mailing address entries / physical address entries)

1. Yes
2. No

1: Goto PHONENUM

2: Goto NMAILST1

FRONT

NMAILST1

   Enter change to Mailing address - House # or Press ENTER for Same/No Change

Address:                                               Mailing Address:                                               
(House #) (House #)SUF  (Street Name)             (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                         (Unit Designation)
(City), (State) (Zipcode)   
                                                (City), (State) (Zipcode)
Phys des:   (Physical Description)                           
GQ unit:    (GQ Unit Description)                      GQ unit:      (GQ Unit Description)
Non-Cty:   (Non-city address)                    Non-city:    (Non City Address)
Building:    (Building Name)                           

Goto NMAILST2

FRONT

NMAILST2

   Enter change to Mailing address - House #  suffix or Press ENTER for Same/No Change


Address:                                             Mailing Address:                                               
(House #) (House #)SUF  (Street Name)           (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                       (Unit Designation)
(City), (State) (Zipcode)                                    (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)                   GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)                  Non-city:    (Non City Address)
Building:    (Building Name)                           

Goto NMAILST3

FRONT

NMAILST3

   Enter change to Mailing address - Street Name or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)                   GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)                  Non-city:    (Non City Address)
Building:    (Building Name)                           

Goto NMAILST4

FRONT

NMAILST4

   Enter change to Mailing address - Unit Designation or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)            GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)           Non-city:    (Non City Address)
Building:    (Building Name)                           

IF FRAME = 3 OR RT25.GQINAREA = 1 then goto NMAILST5
ELSE goto NMAILST6

FRONT

NMAILST5

   Enter change to Mailing address - GQ Unit Description or Press ENTER for Same/No Change

Address:                                                           Mailing Address:                                              
(House #) (House #)SUF  (Street Name)            (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                        (Unit Designation)
 (City), (State)  (Zipcode)                                    (City), (State) (Zipcode)
Phys des:   (Physical Description)                                   
GQ unit:   ^MGQUNITINFO                  GQ unit:  (GQ Unit Description)
Non-Cty:  (Non-city address)                    Non-city:  (Non City Address)
Building:   (Building Name)                                  

Goto NMAILST6

FRONT

NMAILST6

   Enter change to Mailing address - Non-City Style Address or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)            GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)           Non-city:    (Non City Address)
Building:    (Building Name)                           

goto NMAILCT

FRONT

NMAILCT

   Enter change to Mailing address - City or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)            GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)           Non-city:    (Non City Address)
Building:    (Building Name)                           

Goto NMAILST

FRONT

NMAILST

? [F1]

   Enter change to Mailing address -State or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)            GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)           Non-city:    (Non City Address)
Building:    (Building Name)                           

Goto NMAILZP1

FRONT

NMAILZP1

   Enter change to Mailing address - Zipcode or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)            GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)           Non-city:    (Non City Address)
Building:    (Building Name)                           

goto CL_MAILADDRESS

FRONT

PHONENUMBER

  Ask or verify, if necessary.

What is your telephone number?

  Enter phone number or 0 for None

goto PHONENUMBER2

FRONT

PHONENUMBER2

  Ask or verify, if necessary.

Do you have another phone number where I can reach you?

  Enter phone number or 0 for None

goto EMAILADDRESS

FRONT

EMAILADDRESS

            Ask or verify, if necessary

Can I have your e-mail address?

       
  Enter E-Mail or press ENTER for None/Same

Exit block and goto BCOVERAGE

COVERAGE

NONTYP


     What type of non-interview do you have?

      Type A = No one home, Temporarily absent, or refusal

      Type B = Vacant, under construction, occupied by persons with URE

      Type C = Demolished, house moved, merged, condemned, located on base, CU moved



1. TYPE A
2. TYPE B
3. TYPE C

1: Goto TYPEA

2: Goto TYPEB

3: Goto TYPEC

COVERAGE

TYPEA

      Enter TYPE A noninterview


1. No one home
2. Temporarily Absent
3. Refused
4. Other Type A -specify

1,2: IF RT2501.URRAL = R and (RT2501.FRAME ne 3 or RT2501.GQTYPE = 901 or 903) AND (REPLACE = 1 or ( (INTNMBR = 1 or NEWCU = 1) AND NEWUNIT ne S) then goto FM_SALES
ELSEIF ( (INTNMBR = 1 or _NEWCU_ = 1) and NEWUNIT ne S) then goto GQ_UNIT
ELSE goto RACETYP

3: Goto REF_RSN
4: goto TYPEASP

COVERAGE

TYPEASP

  Specify other TYPE A

IF RT2501.URRAL = R and (RT2501.FRAME ne 3 or RT2501.GQTYPE = 901 or 902) AND (REPLACE = 1 or ( (INTNMBR = 1 or _NEWCU_ = 1) AND NEWUNIT ne S) then goto FM_SALES

ELSEIF ( (INTNMBR = 1 or _NEWCU_ = 1) and NEWUNIT ne S) then goto GQ_UNIT

ELSE goto RACETYP

COVERAGE

REF_RSN

   Enter type of refusal


1. Hostile Respondent
2. Time Related Excuses
3. Language Problems
4. Other Refusal - specify

1-3: IF RT2501.URRAL = R and (RT2501.FRAME ne 3 or RT2501.GQTYPE = 901 or 902) AND (REPLACE = 1 or ( (INTNMBR = 1 or _NEWCU_ = 1) AND NEWUNIT ne S) then goto FM_SALES
ELSEIF ( (INTNMBR = 1 or _NEWCU_ = 1) and NEWUNIT ne S) then goto GQ_UNIT
ELSE goto RACETYP

4: Goto REASON_S

COVERAGE

REASON_S

     Specify type of refusal

IF RT2501.URRAL = R and (RT2501.FRAME ne 3 or RT2501.GQTYPE = 901 or 902) AND (REPLACE = 1 or ( (INTNMBR = 1 or _NEWCU_ = 1) AND NEWUNIT ne S) then goto FM_SALES

ELSEIF ( (INTNMBR = 1 or _NEWCU_ = 1) and NEWUNIT ne S) then goto GQ_UNIT

ELSE goto RACETYP

COVERAGE

TYPEB

          Enter TYPE B noninterview


1. Vacant (for rent)
2. Vacant (for sale)
3. Vacant (other)
4. Occupied by persons with URE
5. Under construction, not ready
6. All persons under 16
7. Unfit or to be demolished
8. Unoccupied tent or trailer site
9. Permit granted, construction not started
10. Other Type B -specify

1,2,4-7: IF ( (INTNMBR = 1 or _NEWCU_ = 1) and NEWUNIT ne S) then goto GQ_UNIT
ELSE goto BCONTACT.BYOBS

3: Goto VACANT_S

8,9: Goto BCONTACT.BYOBS

10: Goto TYPEB_SP

COVERAGE

TYPEB_SP

  Specify other TYPE B

IF ((INTNMBR = 1 or _NEWCU_ = 1) and NEWUNIT ne S) then goto GQ_UNIT

ELSE goto BCONTACT.BYOBS

COVERAGE

VACANT_S

  Specify type of vacant

IF ((INTNMBR = 1 or _NEWCU_ = 1) and NEWUNIT ne S) then goto GQ_UNIT

ELSE goto BCONTACT.BYOBS

COVERAGE

TYPEC

     Enter TYPE C noninterview             

1. Demolished
2. House or Mobile Home moved
3. Converted to permanent nonresidential use
4. Merged with units in the same structure
5. Condemned
6. Located on military base (post)
7. Unused serial # on listing sheet
8. CU moved
9. CU merged with another CE CU within same address
10. Spawned in error
11. Unlocatable Sample Address
12. Unit does not exist or Unit is out of scope
13. Other type C - specify

1,2,4-6,8-9: Goto BContact.BYOBS

3,7,10,12: Goto END_COVERAGE

11: goto END_COVERAGE

13: Goto TYPEC_SP

COVERAGE

TYPEC_SP

    Specify other TYPE C

Goto BContact.BYOBS

COVERAGE

FM_SALES

During the past 12 months did sales of crops, livestock, and other farm products from this place
amount to $1,000 or more?


1. Yes
2. No

Goto GQ_UNIT

COVERAGE

GQ_UNIT

            Indicate if the unit is:

1. In a Group Quarters
2. NOT in a Group Quarters

1: Goto HUTYPE

2,DK: IF FRAME ne 3 then goto DIRACC
ELSE goto HUTYPE

COVERAGE

DIRACC

            Indicate if access to the household is:

1. Direct
2. Through another unit

1: Goto HUTYPE

2,DK: Goto MERGUA

COVERAGE

MERGUA

? [F1]
  
Is this a merged unit?


1. Merged
2. Not Merged

1,DK: Goto HUTYPE

2: Goto CK_MERGUA

COVERAGE

HUTYPE

       Enter type of Housing Unit.

1. House, apartment, flat
2. HU in non-transient hotel, motel, etc
3. HU permanent in transient hotel, motel, etc.
4. HU in rooming house
5. Mobile home or trailer with no permanent room added
6. Mobile home or trailer with one or more permanent rooms added
7. HU not specified above
8. Quarters not HU in rooming or boarding house
9. Students quarters in college dormitory
10. Group Quarters unit not specified above

1-6,8,9,DK: Goto UNISTRQ

7,10: IF TYPEB ne 8 then goto HUTYPESP
ELSE goto UNISTRQ

COVERAGE

HUTYPESP

  Enter other type of housing unit

Goto UNISTRQ

COVERAGE

UNISTRQ

                Ask if not apparent

How many housing units, both occupied and vacant, are there in this structure?
        

1. Only Group Quarters units
2. Mobile home or trailer
3. One, detached
4. One, attached
5. 2
6. 3 - 4
7. 5 - 9
8. 10 - 19
9. 20 - 49
10. 50 or more

IF NONTYPE = 2 (type b) then goto BYOBS
ELSEIF NONTYP = 1 then goto RACETYP
ELSE goto END_COVERAGE

COVERAGE

BYOBS

  Did you classify this unit by observation only?
   
    
PREVIOUS OBSERVATION:  (YES/NO)


1. Yes
2. No

1: Exit block and goto END_COVERAGE

2: Goto CP1NAME

COVERAGE

CP1NAME

        Enter contact person name

        Press enter if no change is needed

PREVIOUS NAME:   (Previous Contact Persons Name)

Goto CP1TITL

COVERAGE

CP1TITL

        Enter  contact person title

         Press enter if no change is needed

PREVIOUS TITLE:  (Title)

Goto PHON

COVERAGE

PHON

     Enter contact person phone number and extension     

      Press enter if no change is needed 

     PREVIOUS  PHONE NUMBER: (Previous phone) 

     PREVIOUS EXTENSION: (Previous extension)

goto CP1ADD1

COVERAGE

CP1ADD1

      Enter contact person street address

       Press enter if no change is needed

PREVIOUS ADDRESS:  (Previous address)
                                        (previous address - 2nd line)
                                        (Previous city)    (previous state)   (previous zipcode)  - (previous zipcode extension)

Goto CP1ADD2

COVERAGE

CP1ADD2

      Enter contact person second line of address, if necessary

       Press enter if no change is needed

  PREVIOUS ADDRESS:  (Previous address)
                                           (previous address - 2nd line)
                                        (Previous city)    (previous state)  (previous zipcode)  - (previous zipcode extension)

Goto CP1PO

COVERAGE

CP1PO

     Enter town or city

       Press enter if no change is needed

  PREVIOUS ADDRESS:  (Previous address)
                                           (previous address - 2nd line)
                                           (Previous city)    (previous state)   (previous zipcode) - (previous zipcode extension)

Goto CP1ST

COVERAGE

CP1ST

? [F1] 

   Enter state

      Press enter if no change is needed

  PREVIOUS ADDRESS:  (Previous address)
                                           (previous address - 2nd line)
                                           (Previous city)    (previous state)   (previous zipcode) - (previous zipcode extension)

goto CP1ZIP9

COVERAGE

CP1ZIP9

     Enter zipcode     

Press enter if no change is needed     

PREVIOUS ADDRESS:  (Previous address)
                                         (previous address - 2nd line)
                                         (Previous city)    (previous state)   (previous zipcode) - (previous zipcode extension)

exit block and goto END_COVERAGE

COVERAGE

RACETYP

  The items below are required information for all TYPE A cases.

Race code


1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian
6. Guamanian or Chamorro
7. Samoan
8. Other Pacific Islander
9. Other

Goto HH_MEMQ

COVERAGE

HH_MEMQ

 The items below are required information for all TYPE A cases.

Number of household members:

Goto TENURE

COVERAGE

TENURE

  The items below are required information for all TYPE A cases.

Tenure code


1. Owned
2. Rented

1,2: Goto HHQSRCE

DK,RF: Goto BUILD_A

COVERAGE

BUILD_A

Which best describes this building?


1. Single family detached
2. Townhouse - inner unit
3. End row or end townhouse
4. Duplex
5. 3-plex or 4-plex
6. Garden
7. High-rise
8. Apartment or flat
9. Mobile home or trailer
10. College dormitory

Goto HHQSRCE

COVERAGE

HHQSRCE

         What was the source of the information for the household
           characteristics?


    
Enter all that apply, separate with commas


1. Observation
2. Neighbor
3. Building Manager
4. Other (Specify)

1-3: IF TYPE A (outcome is 321-324) then goto REF_SEX
ELSE goto END_COVERAGE

4: Goto HHQ_SP

COVERAGE

HHQ_SPECIFY

  Specify other source of information

IF Type A (outcome is 321-324) then goto REF_SEX
ELSE goto END_COVERAGE

COVERAGE

REF_SEX

  Provide the characteristics of the individual who refused to participate.

Sex of  individual      



1. Male
2. Female

Goto REF_RACE

COVERAGE

REF_RACE

  Provide the characteristics of the individual who
    refused to participate.


Race of individual


1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian
6. Guamanian or Chamorro
7. Samoan
8. Other Pacific Islander
9. Other

Goto REF_AGED

COVERAGE

REF_AGED


  Provide the characteristics of the individual who
    refused to participate.

Approximate age of individual



1. Under 20
2. 21 - 50
3. 51 - 74
4. 75 or older

Goto END_COVERAGE

DEMOGRAPHICS

STLLIV

I have listed . . . . READ NAMES
^These_this (person/people) still living or staying here?

(This case is part of a Multi-CU address. There are (number) CU's for this address)

(Lis tof persons in the household)


1. Yes
2. No

Goto TUNIT1 Block - PERSTAT

DEMOGRAPHICS

PERSTAT

      (Use up/down arrows to move to the correct row for membership change. When done, REVIEW/Update demographics. Press END key./Use left/right arrows to   


7. Delete person
8. CU member deceased
9. Reinstate person
99. Error - Person should not have been listed


DEMOGRAPHICS

FNAME

(What is the name of the next person living or staying here?/What are the names of all persons living or staying here?) 

        
  Enter 999 if no more persons.

16 characters: Goto LNAME

999: exit block and goto CHECKS

DEMOGRAPHICS

LNAME

  Enter Last Name

Goto CU_CODE

DEMOGRAPHICS

CU_CODE

            Ask if not apparent

What is (your/NAME's) relationship to (you/the owner/renter/name of reference person)?

        
  If this is the Reference Person, enter 1
            (The Reference person is one of the persons who owns or rents this home.)


1. Reference person
2. Spouse (Husband/Wife)
3. Child or adopted child
4. Grandchild
5. In-Law
6. Brother or Sister
7. Mother or Father
8. Other related person (Aunt, Uncle, etc.)
9. Unrelated Person (Lodger, Lodger's spouse, foster child, etc.)
10. Unmarried Partner

goto SEX

DEMOGRAPHICS

SEX

          Ask if not apparent

Is ^NAME male or female?


1. Male
2. Female

1,DK,RF: Goto AWAY_COL

2: goto AWAY_COL

DEMOGRAPHICS

AWAY_COL

       Ask if not apparent                     

Is ^NAME living away at college?
  

1. Yes
2. No

1: IF CU_CODE = 1 then goto CK_AWAYCOL
ELSE goto HH_MEM

2,DK,RF,EMPTY: Goto HH_MEM

DEMOGRAPHICS

HH_MEM

Does ^NAME usually live here?

              
  Probe if usual place of residence is elsewhere.


1. Yes
2. No

1,DK,RF,EMPTY: Goto next line of grid

2: goto next line of grid

DEMOGRAPHICS

HHRESP

     Ask if necessary

With whom am I speaking? 

        
Enter line number


1. NAME[1]
2. NAME[2]
3. NAME[3]
4. NAME[4]
5. NAME[5]
6. NAME[6]
7. NAME[7]
8. NAME[8]
9. NAME[9]
10. NAME[10]
11. NAME[11]
12. NAME[12]
13. NAME[13]
14. NAME[14]
15. NAME[15]
16. NAME[16]
17. NAME[17]
18. NAME[18]
19. NAME[19]
20. NAME[20]
21. NAME[21]
22. NAME[22]
23. NAME[23]
24. NAME[24]
25. NAME[25]
26. NAME[26]
27. NAME[27]
28. NAME[28]
29. NAME[29]
30. NAME[30]
95. Proxy Respondent

IF ((INTNMBR = 1 or NEWCU = 1) and NEWUNIT ne 5) OR REPLACE = 1 AND NROSIZE less than 30 then goto MLIVE

ELSEIF ((INTNMBR = 1 or NEWCU = 1) and NEWUNIT ne 5) OR REPLACE = 1 AND NROSIZE eq 30 then exit block and goto BSUBFAMILY, BSFMAKEUP or TUNIT2 as appropriate

ELSE goto NEWLIV

DEMOGRAPHICS

MLIVE

So I have listed (Number of people in the household) (person/people) living or staying here now.

     (Lis tof persons in the household)

Is there anyone else living or staying here now - any babies, small children, non-relatives or anyone else?

    
  Please verify that the information on this screen is correct.

1. Yes
2. No

1: Go back to where FNAME = 999

2,DK,RF: Exit block and goto BSUBFAMILY, BSFMAKEUP or TUNIT2 as appropriate

DEMOGRAPHICS

NEWLIV

 Is anyone else living or staying here, including newborn babies?

(Lis tof persons in the household)


1. Yes, add new person
2. No

1: Go back to where FNAME = 999

2: Exit block and goto BSUBFAMILY, BSFMAKEUP or TUNIT2 as appropriate

DEMOGRAPHICS

SUBFAM1

Earlier you said that ^NAME was
not related to (Name of reference person).
 Is ^NAME related to anyone else in this household?


1. Yes
2. No

1: Goto SUBFAM2

2: IF no more non-rels then goto SET_SUBFAMS
ELSE goto SUBFAM1 for next unassigned non-rel

DEMOGRAPHICS

SUBFAM2

Who is ^NAME related to?

       
    PROBE: Anyone else?

         Enter line number(s), separate with commas

1. ^NAME[1]
2. ^NAME[2]
3. ^NAME[3]
4. ^NAME[4]
5. ^NAME[5]
6. ^NAME[6]
7. ^NAME[7]
8. ^NAME[8]
9. ^NAME[9]
10. ^NAME[10]
11. ^NAME[11]
12. ^NAME[12]
13. ^NAME[13]
14. ^NAME[14]
15. ^NAME[15]
16. ^NAME[16]
17. ^NAME[17]
18. ^NAME[18]
19. ^NAME[19]
20. ^NAME[20]
21. ^NAME[21]
22. ^NAME[22]
23. ^NAME[23]
24. ^NAME[24]
25. ^NAME[25]
26. ^NAME[26]
27. ^NAME[27]
28. ^NAME[28]
29. ^NAME[29]
30. ^NAME[30]

IF no more non-rels then goto SET_SUBFAMS

ELSE goto SUBFAM, for next unassigned non-rel

DEMOGRAPHICS

SHELTX

(Begin financial responsibility questions to determine CU's)

(Do/Does)
(READ NAMES) pay for all ^yourhishertheir housing  
expenses with ^yourhishertheir own money?          
                      
(subfamily names)
             

1. Yes
2. No

Goto FOODX

DEMOGRAPHICS

FOODX

(Do/Does) (READ NAMES) pay for all (your/his/her/their) food          
expenses with (your/his/her/their) own money?           
                       
(subfamily names)
            

1. Yes
2. No

1: IF SHELTX = 1 and there are no more subfams then goto UPDATE_SUBFAM
ELSEIF SHELTX = 1 then goto SHELTX for next subfam
ELSE goto OTHERX

2,DK,RF: Goto OTHERX

DEMOGRAPHICS

OTHERX

(Do/Does) (READ NAMES) pay for all (your/his/her/their) other      
living expenses such as clothing, transportation,          
etc., with (your/his/her/their) own money? 

(subfamily names)
               

1. Yes
2. No

1: IF SHELTX = 1 OR FOODX = 1 AND there are no more subfamiles then goto UPDATE_SUBFAM
ELSEIF SHELTX = 1 OR FOODX = 1 then goto SHELTX for next subfamily
ELSE goto SUPSRC

2,DK,RF: Goto SUPSRC

DEMOGRAPHICS

SUPSRC

Does all or part of the money to pay for 
(READ NAMES) ^description come from someone 
in this household?

(subfamily names)


1. Yes
2. No

1: Goto SUPRT1

2,DK,RF: IF no more subfamilies then goto UPDATE_SUBFAM
ELSE goto SHELTX for next subfamily

DEMOGRAPHICS

SUPRT1

Who is that person(s)?

    Enter line number(s), separate with commas

1. ^NAME[1]
2. ^NAME[2]
3. ^NAME[3]
4. ^NAME[4]
5. ^NAME[5]
6. ^NAME[6]
7. ^NAME[7]
8. ^NAME[8]
9. ^NAME[9]
10. ^NAME[10]
11. ^NAME[11]
12. ^NAME[12]
13. ^NAME[13]
14. ^NAME[14]
15. ^NAME[15]
16. ^NAME[16]
17. ^NAME[17]
18. ^NAME[18]
19. ^NAME[19]
20. ^NAME[20]
21. ^NAME[21]
22. ^NAME[22]
23. ^NAME[23]
24. ^NAME[24]
25. ^NAME[25]
26. ^NAME[26]
27. ^NAME[27]
28. ^NAME[28]
29. ^NAME[29]
30. ^NAME[30]

IF no more subfamilies then goto UPDATE_SUBFAM

ELSE goto SHELTX for next subfamily

DEMOGRAPHICS

CONSUMER_UNITS

  HOUSEHOLD MEMBERS BROKEN INTO APPROPRIATE CU'S

     (List CU#, Line number, and name)


1. Enter 1 to Continue

Goto CU_INTRO

DEMOGRAPHICS

CU_INTRO

During this interview, I will use the word household to refer to the group of related persons who are independent of all other persons living at this address for payment of their major expenses.

A "household" is considered one Consumer Unit
                             
The (person/ persons) I'm including  in your  household  (are/is)
(READ NAME(S))         
                             
(Names of Cu members)
   


1. Enter 1 to Continue

Goto TUNIT2 block

DEMOGRAPHICS

AGE1

As of today, how old (are/is) (You/NAME)?

DK,RF: Goto AGE2

0-109: IF AGE = 13,15,61 or 64 then goto AGESPEC
ELSE goto HORIGIN

110-200: Goto CK_AGE1

DEMOGRAPHICS

AGESPEC

Some questions are only asked for household members of a certain age.

In what month and year will (You/NAME) be (14/16/62/65) years old?


  
   Enter month and year when household member will turn (14/16/62/65)

IF before current month and year then goto VERIFY_AGE

ELSE goto HORIGIN

DEMOGRAPHICS

AGE2

           Ask if necessary

(Are/Is) (you/he/she) under 16?


1. Yes
2. No

Goto HORIGIN

DEMOGRAPHICS

HORIGIN

 2

(Are/Is) (You/NAME) Hispanic, Latino, or Spanish?


1. Yes
2. No

1: Goto HISPANIC

2,DK,RF: Goto MULTRACE

DEMOGRAPHICS

HISPANIC

 2

(Are/Is) (You/NAME) -


  Examples of "other" include - Argentinean, Colombian, Dominican, Nicaraguan, Salvadoran, Spaniard


1. Mexican?
2. Mexican-American?
3. Chicano?
4. Puerto Rican?
5. Cuban?
6. Other (Specify)

1-5,DK,RF: Goto MULTRACE

6: Goto HISPOTH

DEMOGRAPHICS

HISPOTH

  Specify:

Goto MULTRACE

DEMOGRAPHICS

MULTRACE

2

What is (your/NAME's) race?

            
  Probe if necessary

         
  Enter all that apply, separate with commas

         
  Examples of "Other Pacific Islander" include - Fijian, Tongan

1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian
6. Guamanian or Chamorro
7. Samoan
8. Other Pacific Islander
9. Other Specify
10. Don't Know

1-3,5,8,10,RF: IF AGE ge 14 OR AGERNG = 8 or 9 then goto MARITAL
ELSE goto Next Person

4: Goto ASIAN

9: Goto RACESP

DEMOGRAPHICS

ASIAN

2


(Are/Is) (You/NAME) -

Examples of "other" include - Hmong, Laotian, Thai, Pakistani, Cambodian


1. Chinese?
2. Filipino?
3. Japanese?
4. Korean?
5. Vietnamese?
6. Asian Indian?
7. Other (Specify)

1-6,DK,RF: IF AGE ge 14 OR (AGERNG = 8 or 9) then goto MARITAL
ELSE goto Next Person

7: Goto ASIANOTH

DEMOGRAPHICS

ASIANOTH

  Specify:

IF AGE ge 14 OR (AGERNG = 8 or 9) then goto MARITAL
ELSE goto Next Person

DEMOGRAPHICS

RACESP

  Specify other race

IF AGE ge 14 OR (AGERNG = 8 or 9) then goto MARITAL
ELSE goto Next Person

DEMOGRAPHICS

MARITAL

            Ask if not apparent   

(Are/Is) ^YOUNAME -
            


1. Married?
2. Widowed?
3. Divorced?
4. Separated?
5. Never married?

IF AGE ge 14 or (AGERNG = 8 or 9) then goto EDUCA
ELSE goto BIRTH_MO for next member

DEMOGRAPHICS

EDUCA

 3

What is the highest level of school (you have/ (Name) has) completed or the highest degree (you have/ (Name) has) received?


1. No schooling completed, or less than 1 year
2. Nursery, kindergarten, and elementary (grades 1-8)
3. High school (grades 9-12, no degree)
4. High school graduate - high school diploma or the equivalent (GED)
5. Some college but no degree
6. Associate's degree in college
7. Bachelor's degree (BA, AB, BS, etc.)
8. Master's, professional, or doctorate degree (MA, MS, MBA, MD, JD, PhD, etc.)

1-3,DK,RF: IF AGE = 16-65 or (AGERNG = 8 or 9) then goto ARM_FORC
ELSE goto next member

4-8: Goto IN_COLL

DEMOGRAPHICS

IN_COLL

(Are/Is) (You/NAME) currently enrolled in a college or university either - 


1. Full-time?
2. Part-time?
3. Not at all?

IF AGE = 16-65 or (AGERNG = 8 or 9) then goto ARM_FORC
ELSE goto next member

DEMOGRAPHICS

ARM_FORC

 3    ? [F1]

(Are/Is) (You/NAME) now in the Armed Forces? 


1. Yes
2. No

IF this is the last person then goto CHECKS2
ELSE goto the next person

DEMOGRAPHICS

DEBT40

After completing the last interview in (reference month), we gave you the PIN for a $40 debit card. Did you have any problems using that card?

Enter all that apply, separate with commas

0. No problems
1. Have not received the card
2. Have not used the card
3. ATM did not accept the debit card
4. Store did not accept the debit card
5. Forgot PIN
6. PIN did not work
7. Instructions were not clear
8. Instructions were lost
9. Lost or misplaced debit card
10. Other - specify
11. Don’t know

IF (DEBT40[1]=0, 1, 2 or 9) and (DEBT40[2] = 0-11 then goto CK_DEBT40

ELSEIF ANY DEBT40[2-8] = 0, 1, 2 or 9 then goto CK_DEBT40

ELSEIF 10 selected then goto DEBT40SP

ELSEIF 8500.PIN_FLAG = 1 then goto DEBT20

ELSE goto CEINTRO

DEMOGRAPHICS

DEBT40SP

Specify

IF 8500.PIN_FLAG = 1 then goto DEBT20

ELSE goto CEINTRO

DEMOGRAPHICS

DEBT20

After the last interview in (reference month), we sent you a debit card for $20. Did you have any problems using that card?

Enter all that apply, separate with commas

0. No problems
1. Have not received the card
2. Have not used the card
3. ATM did not accept the debit card
4. Store did not accept the debit card
5. Forgot PIN
6. PIN did not work
7. Instructions were not clear
8. Instructions were lost
9. Lost or misplaced debit card
10. Other - specify
11. Don’t know

IF (DEBT20[1]=0, 1, 2 or 9) and (DEBT20[2] = 0-11
then goto CK_DEBT20

ELSEIF ANY DEBT20[2-8] = 0, 1, 2 or 9 then goto CK_DEBT20

ELSEIF 10 selected then goto DEBT20SP

ELSEIF 1 or 9 is selected then goto NOTRCV20

ELSE goto CEINTRO

DEMOGRAPHICS

DEBT20SP

Specify

Goto CEINTRO

DEMOGRAPHICS

NOTRCV20

I'm sorry that (the original debit card we sent you was misplaced/you have not received the card). We will send you a replacement card in the amount of $20 as soon as possible. If the original card (arrives/is found), please destroy it since we will be deactivating it.


1. Enter 1 to Continue

Goto RCRDNM20

DEMOGRAPHICS

RCRDNM20

Who would you like the replacement card addressed to?

Goto CEINTRO

DEMOGRAPHICS

CE_INTRO

As we start, please understand that we ask the same topics of everybody we talk to. I realize some of these questions may not apply to your household.

Most questions that I will be asking refer to a specific time period.

During this interview, the time period, unless I state otherwise is for the
past three months, that is, from the 1st day of (reference month) to today.

Most of my questions are about expenses your household had or bills you've received. You will find it helpful to have your checkbook register, credit card statements and other records as you answer the questions.
(Please do not include any purchases made with the debit (card/cards) we have sent you.)


1. Enter 1 to Continue

Goto BUSCREEN

DEMOGRAPHICS

BUSCREEN

Since the first of (reference month), have (you/you or any members of your household) had any expenses that will be reimbursed or deducted as business expenses?

1. Yes
2. No

1,DK,RF: Goto BUSXPNSE

2: Exit block and goto BSECT01

DEMOGRAPHICS

BUSXPNSE

For certain topics, such as housing, utilities, or vehicles, I will ask you to estimate how much of the expense was or will be deducted as a business expense.

1. Enter 1 to Continue

Exit block and goto BSECT01

01B

ST_HOUS

        Ask if not apparent.

Are these living quarters presently used as student housing by a 
college or university?


1. Yes
2. No

IF COVERAGE.UNISTRQ = 2 or 3 OR (8500.UNISTRQ = 2 or 3) then goto ROOMSQ

ELSE goto BUILDING

01B

BUILDING

  4    ? [F1]

     
   Ask if not apparent by observation

Which best describes this building?


1. Single family detached
2. Row or townhouse - inner unit
3. End row or end townhouse
4. Duplex
5. 3-plex or 4-plex
6. Garden
7. High-rise
8. Apartment or flat
9. Mobile home or trailer
10. College dormitory
11. Other - Specify

1-9,DK,RF: Goto ROOMSQ

10: goto S1B_END

11: Goto BUILDOTH

01B

BUILDOTH

     Specify:

Goto ROOMSQ

01B

ROOMSQ

How many ROOMS are there in this unit, including all finished
living areas and excluding all bathrooms?

1-30,DK,RF: Goto BEDROOMQ

31-99: Goto ERR1_ROOMSQ

01B

BEDROOMQ

How many BEDROOMS are there in this unit?

   
  Count all rooms used mainly for sleeping, even if also used for other purposes.

Goto BATHRMQ

01B

BATHRMQ

How many COMPLETE bathrooms are there in this unit?

    
   A complete bathroom has a toilet, a bathtub or shower, and a sink,
        all with running water.

Goto HLFBATHQ

01B

HLFBATHQ

How many HALF bathrooms are there in this unit?
  
       
  A half bathroom has at least a toilet or bathtub or shower, but
         does not have all the facilities of a complete bathroom.

Goto S1B_END

02

STLRENT

Last time (you/your household) reported renting these living quarters.  
Do you still rent?


1. Yes
2. No
3. No -Buying the sample unit

1,DK,RF: Goto RENTED

2: Goto RTASPAY

3: IF 8500.UNITFEAT = EMPTY then goto UNITFEAT
ELSEIF 8500.YRBUILT = EMPTY then goto YRBUILT
ELSE exit block and goto Section 3

02

OWNED

Do you own this home?
  
         
  Include households with mortgages as owners.


1. Yes
2. No

1: IF 8500.UNITFEAT = EMPTY then goto UNITFEAT
ELSEIF 8500.YRBUILT = EMPTY then goto YRBUILT
ELSE exit block and goto Section 3

2,DK,RF: Goto PUBLHOUS

02

UNITFEAT

  6    ? [F1]

Does this unit have any of the following?

       
  Enter all that apply, separate with commas


0. None
1. Swimming Pool
2. Off Street Parking
3. Porch, terrace, patio, or balcony
4. Apartment or guest house
5. Central air conditioning
6. Window air conditioning
77. Don't know

IF 8500.YRBUILT = EMPTY then goto YRBUILT
ELSE exit block and goto Section 3


02

YRBUILT

About when was this building originally built?

    
  Do not consider later remodelings
        Probe for best estimate

Goto Section 3

02

PUBLHOUS

              Ask if not apparent.

Is this house in a public housing project, that is, is it owned by 
a local housing authority or other local public agency?


1. Yes
2. No

1: IF 8500.INCLDRYR = EMPTY then goto INCLSTOV

ELSE goto RENTED

2,DK,RF: Goto GOVTCOST

02

GOVTCOST

Are your housing costs lower because the Federal, State, or local 
government is paying part of the cost?


1. Yes
2. No

IF 8500.INCLDRYR = EMPTY then goto INCLSTOV

ELSE goto RENTED

02

INCLSTOV

5  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

    . . .  Cooking stove, range, or oven?


1. Yes
2. No

Goto INCLFRIG

02

INCLFRIG

5  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

     . . . Refrigerator or home freezer?


1. Yes
2. No

Goto INCLBDSH

02

INCLBDSH

5  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

     . . . Built-in dishwasher?


1. Yes
2. No

Goto INCLPDSH

02

INCLPDSH

5  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

     . . . Portable dishwasher?


1. Yes
2. No

Goto INCLWSHR

02

INCLWSHR

5  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

     . . . Clothes washer?


1. Yes
2. No

Goto INCLDRYR

02

INCLDRYR

5  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

     . . . Clothes dryer?


1. Yes
2. No

Goto RENTED

02

RENTED

Do (you/you or any members of your household) (still/ ) pay rent for these living quarters?


1. Yes
2. No

1,DK,RF: Goto RENTX1

2: Goto RTASPAY

02

MORERENT

Since the first of (reference month) have (you/you or any members of your household) rented any houses, apartments, or temporary living quarters NOT used entirely for business or vacation?  

              
Do NOT include college or university regulated housing.


1. Yes
2. No

1: Goto RENTX1

2,DK,RF: Goto S2_END

02

RENTX1

What was your total rental payment for (reference month) for this unit?  
Include any extra charges for garage or parking facilities, but do not
include direct payments by local, state or federal agencies.

Goto RENTX2

02

RENTX2

What was the total rental payment for (month) for this unit?

Goto RENTX3

02

RENTX3

What was your total rental payment for (last month) for this unit?

Goto RTELECT

02

RTELECT

  5

Does the rental payment include the cost of -
          
     . . . Electricity? 


1. Yes
2. No

Goto RTGAS

02

RTGAS

  5

  
  Repeat if necessary

Does the rental payment include the cost of -

          . . . . Gas?    


1. Yes
2. No

Goto RTWATER

02

RTWATER

  5

  
  Repeat if necessary
Does the rental payment include the cost of -

          . . . Piped in water? 


1. Yes
2. No

Goto RTHEAT

02

RTHEAT

  5

  
  Repeat if necessary
Does the rental payment include the cost of -

         . . . . Heating?     


1. Yes
2. No

Goto RTTRASH

02

RTTRASH

  5

  
  Repeat if necessary
Does the rental payment include the cost of - 

        . . . Trash/garbage collection?


1. Yes
2. No

Goto RTPARK

02

RTPARK

  5

  
  Repeat if necessary
Does the rental payment include the cost of - 

      . . . Garage and parking facilities?     


1. Yes
2. No

Goto RTTELEPH

02

RTTELEPH

  5

  Repeat if necessary
Does the rental payment include the cost of -

      . . . Telephone services?


1. Yes
2. No

Goto RTTVCABL

02

RTTVCABL

  5

  Repeat if necessary  
Does the rental payment include the cost of -

   . . . Television services?


1. Yes
2. No

Goto RTINTRNT

02

RTINTRNT

  5

  Repeat if necessary
Does the rental payment include the cost of -

   . . . Internet services?


1. Yes
2. No

Goto RTFUNSH

02

RTFUNSH

  5

 Repeat if necessary
Does the rental payment include the cost of -

   . . . Furniture?


1. Yes
2. No

Goto RTASPAY

02

RTASPAY

Did (you/you or any members of your household) receive any reduced or free rent for 
this unit as a form of pay since the first of (reference month)?

     


1. Yes
2. No

1: Goto RTCOMPX

2,DK,RF: IF BCeintro.BUSCREEN = 2 AND (PSU=06001, 06013, 06037, 06041, 06059, 06065, 06071, 06081, 06073, 06075, 06087, 06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119) go to RENTCONT

ELSEIF BCeintro.BUSCREEN = 2 goto MORERNT

ELSE goto RTBSNS

02

RTCOMPX

What is the current monthly rental charge to another tenant for a similar unit?

Goto REGRNTX

02

REGRNTX

What is your regular rental payment?

0-999999: IF BCeintro.BUSCREEN = 2 AND (PSU=06001, 06013, 06037, 06041, 06059, 06065, 06071, 06081, 06073, 06075, 06087, 06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119) go to RENTCONT
ELSEIF BCeintro.BUSCREEN = 2 goto MORERENT
ELSE goto RTBSNS

DK,RF: IF BCeintro.BUSCREEN = 2 AND (PSU=06001, 06013, 06037, 06041, 06059, 06065, 06071, 06081, 06073, 06075, 06087, 06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119) go to RENTCONT
ELSEIF BCeintro.BUSCREEN = 2 goto MORERENT
ELSE goto RTBSNS

02

RTBSNS

Is any portion of this unit used for your own business?


1. Yes
2. No

1: Goto RTBSNSZ

2: IF (PSU = 06001, 06013, 06037, 06041, 06059, 06065, 06071, 06073, 06075, 06081, 06087, 06097, 11001, 24021, 24043, 34003, 34013, 34017,34023, 34027, 34031, 34037, 36005, 36047,36059, 36061, 36081, 36085, 36087, 36103, 36119) goto RENTCONT
ELSE goto MORERNT

DK,RF: IF (PSU = 06001, 06013, 06037, 06041, 06059, 06065, 06071, 06073, 06075, 06081, 06087, 06097, 11001, 24021, 24043, 34003, 34013, 34017,34023, 34027, 34031, 34037, 36005, 36047,36059, 36061, 36081, 36085, 36087, 36103, 36119) goto RENTCONT
ELSE goto MORERNT

02

RTBSNSZ

 What percent of the rental payment is counted as a business expense?
    
                  
  Enter to the nearest whole percent.

IF (PSU = 06001, 06013, 06037, 06041, 06059, 06065, 06071, 06073, 06075, 06081, 06087, 06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103,36119), goto RENTCONT
ELSE goto MORERNT

02

RENTCONT

Is this unit under rent control? 


1. Yes
2. No

Goto MORERNT

02

MORERNT

Since the first of (reference month), have (you/you or any members of your household)
rented any other houses, apartments, or temporary living
quarters NOT used entirely for business or vacation?  
     
       
  Do NOT include college or university regulated housing.


1. Yes
2. No

1: Goto RENTX1

2,DK,RF: Goto S2_END

03A2

S3_INTRO

(Now I am going to update the information you provided in the last interview for owned living quarters and other owned real estate./Now I am going to

 
Prop #|Description |Type |# Mort|# LSHEL |# LCHEL

1. Enter 1 to Continue

IF INTNMBR = 2-5 AND NEWCU <> 1 then goto BSect3A1

ELSE goto BSect3A2

03A1

STILOWN

 (Do/Does) (you/your household) still own your (property description)?  
           
  Prop #|Description |Type |# Mort|# LSHEL |# LCHEL

1. Yes
2. No

1,DK,RF: IF 8500.OWNYB = 600 then exit block and goto BSECT3I.VAC_RNTQ
ELSEIF BCeintro.BUSCREEN = 2 AND (there are previously reported loans with 8500.LOANTYPE = 1, 2 AND 8500.OPF_STAT = 1) then exit block and goto BMCHANGE.Mchange
ELSEIF BCeintro.BUSCREEN = 2 AND 8500.HWMNYLOC >= 1 then exit block and goto THomeEquity.PDLOAN2
ELSEIF BCeintro.BUSCREEN = 2 exit block and goto TAddMort.ADDMORT
ELSE goto BSNSEXPA

2: IF 8500.OWNYB = 600 then exit block and goto PURPROP
ELSEIF BCeintro.BUSCREEN = 2 AND (there are previously reported loans with 8500.LOANTYPE = 1, 2 AND 8500.OPF_STAT = 1) then exit block and goto BMCHANGE.Mchange
ELSEIF BCeintro.BUSCREEN = 2 AND 8500.HWMNYLOC >= then exit block and goto THomeEquity.PDLOAN2
ELSEIF BCeintro.BUSCREEN = 2 exit block and goto TAddMort.ADDMORT
ELSE goto BSNSEXPA

03A1

BSNSEXPA

(Are/Were) any of the expenses for this property deducted 
as a farm, rental, or business expense?

          
Prop # |Description |Type |# Mort|# LSHEL |# LCHEL


1. Yes
2. No

1: Goto OBSNSZBA

2,DK,RF: IF there are previously reported loans with 8500.LOANTYPE = 1, 2 AND 8500.OPF_STAT = 1 then exit block and goto BMCHANGE.Mchange
ELSEIF 8500.HWMNYLOC >= 1 then exit block and goto THomeEquity.PDLOAN2
ELSE exit block and goto TAddMort.ADDMORT

03A1

OBSNSZBA

What percent of the expenses for this property (is/was) deducted?
Include the portion used for business, farming, or rented to someone outside the household. 

          
Prop # |Description |Type |# Mort|# LSHEL |# LCHEL

1-99,DK,RF: IF there are previously reported loans with 8500.LOANTYP = 1, 2 AND 8500.OPF_STAT = 1 then exit block and goto BMCHANGE.Mchange
ELSEIF 8500.HWMNYLOC >= 1 then exit block and goto THomeEquity.PDLOAN2
ELSE exit block and goto TAddMort.ADDMORT

100: Goto ERR2_OBSNSZBA

03A1

MCHANGE

^MCHANGE_FILL 

1. Yes
2. No

1: Goto MORTCHNG

2,DK,RF: IF 8500.Fixedrte = 2, DK or RF then goto PYMTJX1
ELSEIF 8500.FIXEDRTE = 1 and there are more loans for this property with 8500.OPF_STAT = 1 then goto MCHANGE for the next loan
ELSEIF 8500.HWMNYLOC >= 1 then exit block and goto THomeequity.PDLOAN2
ELSE exit block and goto TAddmort.ADDMORT

03A1

MORTCHNG

What was the reason for the change in your
(mortgage/lump sum home equity loan) for your (property description)?


1. Change in escrow payment (include changes in property taxes, insurance)
2. Change in interest rate
3. Paid off
4. Change in amount of the graduated payment for a graduated payment ^MORTGAGE_LUMPSUM
5. ^MORTGAGE_LUMPSUM_C renegotiated (rollover or renegotiable ^MORTGAGE_LUMPSUM)
6. Refinanced ^MORTGAGE_LUMPSUM (this includes changing the term of the ^MORTGAGE_LUMPSUM)
7. Paid less than the required amount
8. Other reasons
9. More than one of the above

1,4: Goto PYRINIJ
2: Goto NEWMRRTJ
3: Goto MORTCHMO

5,6,8,9,DK,RF: Goto ORWHAT

7: Goto PYMTJX1

03A1

ORWHAT

Is this a 30-year (mortgage/lump sum home equity loan), a 15-year
(mortgage/lump sum home equity loan), or something else?      


1. 30-year
2. 15-year
3. Something else

1,2,DK,RF: Goto FIXEDRTJ

3: Goto MRTTERMJ

03A1

MRTTERMJ

  Enter number of years.

Goto FIXEDRTJ

03A1

FIXEDRTJ

Is this a fixed rate (mortgage/lump sum home equity loan)?

1. Yes
2. No

1: Goto ORGMRTJX

2,DK,RF: Goto PAYTYPJ

03A1

PAYTYPJ

? [F1]

There are many different kinds of (mortgages/lump sum home equity loans).
Which one of these comes closest to (yours/ your household's)?

           Read each item on list.
             Mark all that apply, separate with commas.


1. Variable or adjustable rate of interest (ARM)
2. Interest only
3. Other - Specify

IF 3 selected then goto PAYTOTHJ

ELSE goto ORGMRTJX

03A1

PAYTOTHJ

  Specify:

Goto ORGMRTJX

03A1

ORGMRTJX

What was the amount of the (mortgage/lump sum home equity loan) when
(you/your household) first obtained it, not including any interest?

Goto NEWMRRTJ

03A1

NEWMRRTJ

? [F1]  

     What is the current interest rate for this (mortgage/lump sum home equity loan)?

          
   Enter percent including decimal

Goto PYRINIJ

03A1

PYRINIJ

 7    ? [F1]

On (your/your household's) last regular payment, which of these things
were included?

    
  Enter all that apply, separate with commas

1. Principal
2. Interest
3. Property taxes
4. Property insurance
5. Mortgage guarantee insurance (PMI)
6. Any other payments - specify
77. Don't know

1-5,77: IF 8500.FIXEDRTE = 2,DK or RF or FIXEDRTJ = 2,DK or RF then goto MORTCHMO
ELSE goto MRTPMTJX

6: Goto PYJOTH

RF: IF 8500.FIXEDRTE = 2,DK or RF or FIXEDRTJ = 2,DK or RF
then goto MORTCHMO
ELSE goto MRTPMTJX

03A1

PYJOTH

  Specify:

IF (8500.FIXEDRTE = 2, DK or RF) or (FIXEDRTJ = 2, DK or RF) then goto MORTCHMO

ELSE goto MRTPMTJX

03A1

MRTPMTJX

How much is (your/your household's) (mortgage/lump sum home equity loan) payment per month?

IIF any codes 3 - 6 are selected in PYRINIJ then goto PRININJX

ELSE goto MORTCHMO

03A1

PRININJX

How much of that amount is for (principal / interest/principal and interest)?

Goto MORTCHMO

03A1

MORTCHMO

In what month did (you pay off your (mortgage/lump sum home equity loan)/your (mortgage/lump sum home equity loan) change)?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

IF (FIXEDRTJ = 2, DK or RF) or (FIXEDRTJ ne 1 AND 8500.FIXEDRTE = 2, DK or RF) then goto PYMTJX1

ELSE goto MCHANGE for next loan for this property with 8500.LOANTYPE = 1, 2 and 8500.OPF_STAT = 1

IF no more loans with (8500.LOANTYPE = 1, 2 and 8500.OPF_STAT = 1) for this property AND 8500.HWMNYLOC >= 1 then exit block and goto PDLOAN2 in Thomequity block

ELSE exit block and goto ADDMORT in TAddmort block

03A1

PYMTJX1

How much was (your/your household's) payment on this ^mortgage_lumpsum in (reference month)?

1-99999999,DK,RF: IF (any codes 3-6 selected in PYRINIJ) or 8500.PAYPROTX = 3 or 8500.PAYPROIN = 4 or 8500.PAYMORIN = 5 or 8500.PAYOTHER = 6 then goto PRNINJX1
ELSE goto PYMTJX2

0: Goto PYMTJX2

03A1

PRNINJX1

How much of that amount is for ^prinint_fill?

0-99999999: Goto PYMTJX2

03A1

PYMTJX2

How much was (your/your household's) payment on this ^mortgage_lumpsum in (month)?

1-99999999,DK,RF: IF any codes 3 to 6 selected in PYRINIJ or 8500.PAYPROTX = 3 or 8500.PAYPROIN = 4 or 8500.PAYMORIN = 5 or 8500.PAYOTHER = 6 then goto PRNINJX2
ELSE goto PYMTJX3

0: Goto PYMTJX3

03A1

PRNINJX2

How much of that amount is for (principal / interest/principal and interest)?

0-99999999: Goto PYMTJX3

03A1

PYMTJX3

How much was (your/your household's) payment on this (mortgage/lump sum home equity loan)  in (last month)?

IF (any codes 3 to 6 selected in PYRINIJ) or 8500.PAYPROTX = 3 or 8500.PAYPROIN = 4 or 8500.PAYMORIN = 5 or 8500.PAYOTHER = 6) then goto PRNINJX3

ELSEIF there are more loans on this property with 8500.OPF_STAT = 1 then goto MCHANGE for the next loan

ELSEIF 8500.HWMNYLOC >= 1 then exit block and goto THomeequity.PDLOAN2

ELSE exit block and goto TAddmort.ADDMORT

03A1

PRNINJX3

How much of that amount is for (principal / interest/principal and interest)?

0-99999999: IF there are more loans on this property with 8500.OPF_STAT = 1 then goto MCHANGE for the next loan

ELSEIF 8500.HWMNYLOC >= 1 then exit block and goto THomeequity.PDLOAN2

ELSE exit block and goto TAddmort.ADDMORT

DK,RF: IF there are more loans on this property with 8500.OPF_STAT = 1 then goto MCHANGE for the next loan

ELSEIF 8500.HWMNYLOC >= 1 then exit block and goto THomeequity.PDLOAN2

ELSE exit block and goto TAddmort.ADDMORT

03A1

PDLOAN2

Since the first of (reference month), (have/has) (you/your household)
made any payments for your home equity line of credit?          


1. Yes
2. No

1: Goto PD2AMTX1

2,DK,RF: Goto TOTOWED2

03A1

PD2AMTX1

What was the total amount paid in (reference month)?

Goto PD2AMTX2

03A1

PD2AMTX2

What was the total amount paid in (month)?

Goto PD2AMTX3

03A1

PD2AMTX3

What was the total amount paid in (last month)?

Goto TOTOWED2

03A1

TOTOWED2

^TOTOWED2_FILL

Goto PDLOAN2 for next loan for this property with 8500.OPH_STAT = 1

if no more loans for this property with8500.OPH_STAT = 1 then exit block and goto TAddmort.Baddmort.ADDMORT

03A1

ADDMORT

Since the first of (reference month), (have/has) (you/your household)
obtained any (additional/ ) mortgages, including second mortgages or home 
equity loans, for your (property description)?

(Do not include reverse mortgages./ )


1. Yes
2. No

1: Goto HEQUITY

2,DK,RF: Exit block and goto S3A1_CHK1

03A1

HEQUITY

Was this a mortgage or home equity loan?


1. Mortgage
2. Home equity loan

1,DK,RF: Goto OTHLOAN

2: Goto HELTYPE

03A1

HELTYPE

There are two basic types of home equity loans:

A loan where (you/your household) received the entire lump-sum 
borrowed when (you/your household) took out the loan; or

A line of credit loan where (you/your household) can increase the 
amount borrowed by simply writing a check or using a special 
credit card.

Which type more closely describes this new home equity loan?


1. Lump sum home equity loan
2. Line of credit home equity loan

Goto OTHLOAN

03A1

OTHLOAN

Did you have any other new mortgages or home equity loans for (property description)?

1. Yes
2. No

1: Goto HEQUITY for the next row

2,DK,RF: Exit block and goto S3A1_CHK1

03A1

PURPROP

  6

(Other than the Sample Unit which you recently acquired/ ) ^SinceFill the first of 
(reference month), (have/has) (you/your household) purchased or otherwise
acquired any property or real estate?                 


1. Yes
2. No

1: Goto PCODE

2,DK,RF: Goto 3A1_END

03A1

PCODE

  6

     What kind of property(ies) is this new property or real estate?

        
  Enter all that apply, separate with commas


1. Other homes, vacation homes, recreational properties including timeshares
2. Commercial real estate or farm land
3. Homes rented out or owned only for investment purposes
4. Land with no buildings on it

if 1 selected then goto NPROP2
if 2 selected then goto CK_PCODE
if 3 selected then goto NPROP6
if 4 selected then goto NPROP4

03A1

NPROP2

  6    

How many other homes, vacation homes or recreational properties, including timeshares?

         
  Exclude right-to-use timeshares, vacation clubs, or destination clubs.

IF 3 selected in PCODE then goto NPROP6

ELSEIF 4 selected in PCODE then goto NPROP4

ELSE goto S3A1_END

03A1

NPROP6

 

How many homes rented out or owned only for investment purposes?


03A1

NPROP4

 

How many were land with no buildings on it?

Goto S3A1_END

03A2

OTHERHOM

  6

Since the first of (reference month), (have/has) (you/your household)
lived in any other home that (you/you or any members of your household) still (own/owns)?      


1. Yes
2. No

1: Goto NOPROP

2,DK,RF: Goto BUSPROP3

03A2

NOPROP

  6

How many?

Goto BUSPROP3

03A2

BUSPROP3

   6
     
(Do/Does) (you/your household) own any commercial real estate or farm land?
     


1. Yes
2. No

Goto RESBUSPR

03A2

RESBUSPR

  6

(In the following questions, please do not include any of the commercial properties (you/your household) ^own_owns only for business or investment purposes.)

(Do/Does) (you/your household) own any homes rented out or owned only for investment purposes?


1. Yes
2. No

1: Goto RES_NUM

2,DK,RF: Goto SECHOME

03A2

RES_NUM

  6

How many?

Goto SECHOME

03A2

SECHOME

  6

(In the following questions, please do not include any of the properties ^You_YRCU (own/owns) only for business or investment purposes)
(Other than the property you have already mentioned./ ) 
(Do/Does/do/does) (you/your household) own any other homes, vacation homes, 
or recreational properties, including timeshares?

            
  Exclude right-to-use timeshares, vacation clubs, or destination clubs.

      

1. Yes
2. No

1: Goto SEC_NUM

2,DK,RF: Goto NOBUILD

03A2

SEC_NUM

  6

How many? 

  Exclude right-to-use timeshares, vacation clubs, or destination clubs.

Goto NOBUILD

03A2

NOBUILD

  6

Other than property you have already mentioned, (do/does)
(you/your household) own any land without buildings on it?


1. Yes
2. No

1: Goto BUILDNUM

2,DK,RF: Goto NOLONGER

03A2

BUILDNUM

  6

How many?

Goto NOLONGER

03A2

NOLONGER

  6

Are there any properties that (you/your household) owned at the beginning of (reference month) that (you/your household) no longer (own/owns)?


1. Yes
2. No

1: Goto NUMPRPTY

2,DK,RF: Goto S3A2_END

03A2

NUMPRPTY

  6

How many different properties?

1-20: Goto P_TYPE

DK,RF: Goto S3A2_END

03A2

P_TYPE

  6    ? [F1]

What type of (property was it/properties were they)?

      
   Enter all that apply, separate with commas.


1. A home in which ^YOU_YRCU used to live
2. Other homes, vacation homes, recreational properties including timeshares
3. Commercial real estate or farm land
4. Homes rented out or owned only for investment purposes
5. Land with no buildings on it

1-5: IF NUMPRTY = DK or RF then goto S3A2_END
If 1 selected in P_TYPE and NUMPRPTY is greater than 1 then goto HWMANY1
If only 1 selected in P_TYPE and NUMPRPTY = 1 then goto S3A2_END

If 2 selected in P_TYPE and NUMPRPTY is greater than 1 then goto HWMANY2
If only 2 selected in P_TYPE and NUMPRPTY = 1 then goto S3A2_END

If 3 selected in P_TYPE and NUMPRPTY is greater than 1 then goto HWMANY3
If only 3 selected in P_TYPE and NUMPRPTY = 1 then goto S3A2_END

If 4 selected in P_TYPE and NUMPRPTY is greater than 1 then goto HWMANY4
If only 4 selected in P_TYPE and NUMPRPTY = 1 then goto S3A2_END

If 5 selected in P_TYPE and NUMPRPTY is greater than 1 then goto HWMANY5
If only 5 selected in P_TYPE and NUMPRPTY = 1 then goto S3A2_END

RF: Goto S3A2_END

03A2

HWMANY1

  6

How many homes in which (you/your household) used to live did (you/your household) dispose
of since (reference month)?

IF 2 selected in P_TYPE then goto HWMANY2
ELSEIF 3 selected in P_TYPE then goto HWMANY3
ELSEIF 4 selected in P_TYPE then goto HWMANY4
ELSEIF 5 selected in P_TYPE then goto HWMANY5

ELSE goto S3A2_CHK

03A2

HWMANY2

  6

How many other homes, vacation homes, recreational properties, or timeshares did (you/your household) dispose of since (reference month)?

IF 3 selected in P_TYPE then goto HWMANY3
ELSEIF 4 selected in P_TYPE then goto HWMANY4
ELSEIF 5 selected in P_TYPE then goto HWMANY5
ELSE goto S3A2_CHK

03A2

HWMANY3

  6

How many commercial real estate or farm land properties did (you/your household) dispose of since (reference month)?

IF 4 selected in P_TYPE then goto HWMANY4
ELSEIF 5 selected in P_TYPE then goto HWMANY5
ELSE goto S3A2_CHK

03A2

HWMANY4

  6

How many homes rented out or owned only for investment purposes did (you/your household) dispose of since (reference month)?

IF 5 selected in P_TYPE then goto HWMANY5
ELSE goto S3A2_CHK

03A2

HWMANY5

  6

How many land properties with no buildings on them did (you/your household) dispose of since (reference month)?

Goto S3A2_CHK

03B

WHICH_PROP

(Now I am going to ask about your (owned properties/next property) )

   
  Enter type of property


1. Sample unit
2. ^Form_home
3. ^Oth_home
4. ^Rent_home
5. ^No_build

1: Goto CK_WHICHPROP

2-5: Goto PROPDESC

03B

PROPDESC

(Now I'm going to ask some questions about your Sample Unit.)
        
("* Briefly describe the (property type).)

(* Press Enter to continue./* Enter 888 to delete this property.)
     

30 characters: IF OWNYB = 300 then goto TIMESHAR
ELSEIF OWNYB = 600 then goto COUNTRY
ELSE goto SHARED2

888: Goto next property

03B

TIMESHAR

? [F1]

Is this a time-sharing arrangement where (you/your household) (have/has)
use of the property only for a specified length of time each year?


1. Yes
2. No

1: Goto DEEDED

2,DK,RF: Goto SHARED2

03B

DEEDED

Is this a deeded or right-to-use timeshare?

1. Deeded
2. Right-to-use

1,DK,RF: Goto SHARWKS

2: Goto CH_DEEDED

03B

SHARWKS

How many weeks are (you/your household) entitled to use your timeshare each year?

1-16, DK, RF: Goto SHARED1
17-52: Goto ERR1_SHARWKS

03B

SHARED1

(Do/Does) (you/your household) own the timeshare with anyone else outside your household?

1. Yes
2. No

1: Goto SHARPER1

2,DK,RF: Goto COUNTRY

03B

SHARPER1

What percent of the timeshare (do/does) (you/your household) own?

Goto COUNTRY

03B

SHARED2

(Do/Does) (you/your household) share ownership of the property with anyone else?


1. Yes
2. No

1: Goto SHARPER2

2,DK,RF: IF OWNYB = 300 then goto COUNTRY
ELSEIF INTNMBR = 2-5 and NEWCU ne 1 AND OWNYB ne 100 then goto STILOWNB
ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB = 100 then goto BSNEXP2
ELSEIF BCeintro.BUSCREEN = 2 then goto ACQUIRYR
ELSE goto BSNSEXP

03B

SHARPER2

What percentage of the property (do/does) (you/your household) own?

IF OWNYB = 300 then goto COUNTRY

ELSEIF INTNMBR = 2-5 AND NEWCU ne 1 AND OWNYB ne 100 then goto STILOWNB

ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB = 100 then goto BSNEXP2

ELSEIF BCeintro.BUSCREEN = 2 then goto ACQUIRYR

ELSE goto BSNSEXP

03B

COUNTRY

    Ask if not apparent
 
 If this is a timeshare with multiple locations, select the most often used location.

Where is the property located?


1. United States
2. Foreign Country

1: Goto STATE

2,DK,RF: IF INTNMBR = 2-5 AND NEWCU ne 1 and OWNYB ne 100 then goto STILOWNB
ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 600 then goto ACQUIRYR
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END

03B

STATE

? [F1]

  Enter the two character State abbreviation

IF DK or RF: IF INTNMBR = 2-5 AND NEWCU ne 1 AND OWNYB ne 100 then goto STILOWNB
ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 600 then goto ACQUIRYR
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END

ELSE: Goto CNTYCODE

03B

CNTYCODE

What county is the property located in?

  
  If the county name is not found, key X.

30 characters,DK,RF: IF INTNMBR = 2-5 AND NEWCU ne 1 AND OWNYB ne 100 then goto STILOWNB
ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 600 then goto ACQUIRYR
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END

X: Goto OTHCNTY

03B

OTHCNTY

    Specify other county

IF INTNMBR = 2-5 AND NEWCU ne 1 AND OWNYB ne 100 then goto STILOWNB

ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 600 then goto ACQUIRYR

ELSEIF OWNYB ne 600 then goto BSNSEXP

ELSE goto S3B_END

03B

STILOWNB

      Ask if not apparent
    
Do you still own this property?


1. Yes
2. No

IF OWNYB = 600 then goto S3B_END
ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 600 then goto ACQUIRYR
ELSE goto BSNSEXP

03B

BSNSEXP

(Are/Were) any of the expenses for this property deducted as a farm, rental, or business expense?       


1. Yes
2. No

1: Goto OBSNSZB

2,DK,RF: IF OWNYB = 100 then goto BSNEXP2
ELSE goto ACQUIRYR

03B

OBSNSZB

What percent of the expenses for this property (is/was) deducted? Include the portion used for business, farming, or rented to someone outside the household.

1-99,DK,RF: Goto ACQUIRYR

100: Goto ERR2_OBSNSZB

03B

BSNEXP2

Is any part of this property you own rented to someone outside your household or used for business? 

1. Yes
2. No

Goto ACQUIRYR

03B

ACQUIRYR

In what year did (you/your household) close or settle on this property?

1900-9999: If entry = current or previous year, goto ACQUIRMO
Else goto ANPROPTX

DK, RF: goto ANPROPTX

03B

ACQUIRMO

In what month did (you/your household) close or settle on this property?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

1-12: IF ACQUIRMO/ACQUIRYR are within the reference period then goto GIFTPROP
ELSE goto ANPROPTX

DK,RF: Goto ANPROPTX

03B

GIFTPROP

Was this property received as a gift or inheritance?


1. Yes
2. No

1,DK,RF: Goto ANPROPTX

2: Goto OWN_PURX

03B

OWN_PURX

  6    ? [F1]

What was the total price paid for (this/the)  property, not including
closing costs? 

Goto CLOSECST

03B

CLOSECST

  6    ? [F1]

About how much were the closing costs?

Goto OWNDPMTX

03B

OWNDPMTX

What was the amount of the down payment?

Goto ANPROPTX

03B

ANPROPTX

What (are/were) the annual property taxes for (this/the) property?

IF OWNYB = 400 then goto S3B_END

ELSEIF OWNYB ne 400 AND NOT (OWNYB = 100 AND SECT01.BUILDING (from Section 1C) = 1, 9 , 10) then goto PROPTYPE

ELSE goto S3B_END

03B

PROPTYPE

        Ask if not apparent.  
     
   If respondent doesn't know or refuses select pre-code 3.
    
 (Was/Is) this property a -


1. Condominium
2. Cooperative
3. Something else

Goto S3B_END

03D

DISPMTHD

You said (you/your household) no longer (own/owns) your (property description).
Did (you/your household) sell it, give it to someone outside your household, or do 
something else with it?


1. Sold the property or traded the property in
2. Gave it to someone outside household
3. Something else, other – specify

1,2,DK,RF: Goto DISPYR

3: Goto DISPOTH

03D

DISPOTH

     Specify:

Goto DISPYR

03D

DISPYR

In what year did (you/your household) (sell( trade) this property/give this property to someone outside your CU/dispose of this property)?

Goto DISPMO

03D

DISPMO

In what month did (you/your household) (sell( trade) this property/give this property to someone outside your CU/dispose of this property)?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

IF DISPMO = DK or RF then goto S3D_END

ELSEIF DISPYR = DK or RF then goto S3D_END

ELSEIF DISPMTHD = 1 AND (DISPMO and DISPYR are within the reference period then goto DISPX

ELSEIF Cur_monthnum = 1 THEN {Current Month is January}
IF DISPMO = 1 AND DISPYR = (Currentyear) THEN {Disposed of January of this year} goto S3D_END - do NOT display the error
ENDIF
IF (DISPMO = 10-12) AND DISPYR = (Currentyear - 1) THEN {Disposed of Oct, Nov, Dec of last year} goto S3D_END - do NOT display the error
ENDIF

ELSEIF Cur_monthnum = 2 THEN {Current Month is February}
IF (DISPMO = 1 or 2) AND DISPYR = (Currentyear) THEN {Disposed of in Jan or Feb of this year} goto S3D_END - do NOT display the error
ENDIF
IF (DISPMO = 11 or 12) AND DISPYR = (Currentyear - 1) THEN {Disposed of in Nov or Dec of last year} goto S3D_END - do NOT display the error
ENDIF

ELSEIF Cur_monthnum = 3 THEN {Current Month is March}
IF (DISPMO = 1-3) AND DISPYR = (Currentyear) THEN {Disposed of in Jan or Feb of this year} goto S3D_END - do NOT display the error
ENDIF
IF DISPMO = 12 and DISPYR = (Currentyear - 1) THEN {Disposed of in Dec of last year} goto S3D_END - do NOT display the error
ENDIF

ELSEIF
{Disposed of betweent the ref_month and current month of this year}
( ( (DISPMO >= ref_monthnum) AND (DISPMO <= cur_monthnum) ) AND (DISPYR = Currentyear) ) OR {Disposed of this month and this year} ( (DISPMO = Interviewdate.MONTH) AND (DISPYR = Currentyear) ) THEN goto S3D_END - do NOT display the error

ELSE goto ERR3_DISPMO - Display DISPDATE_ERR

03D

DISPX

What was the selling price (trade-in value)?

Goto DISPEXPX

03D

DISPEXPX

 7     ? [F1]

Here is a list of some of the costs people may have when selling 
(trading) property.  Looking at the list may help you remember 
what (your/your household's) expenses were.  What were (your/your household's) 
total expenses in selling (trading) this property?

Goto S3D_END

03E

PRESMORT

Now I am going to ask about mortgages for your (property description).
Excluding home equity loans, (and reverse mortgages/ ),  (do/does) (you/your household) 
presently have a mortgage on your (property description)?


1. Yes
2. No

1: Goto NUMMORT1

2,DK,RF: Goto HADMORT

03E

NUMMORT1

How many mortgages ^havehas (you/your household) had on this 
property since the first of (reference month)?

Goto HOMEQ_YN

03E

HADMORT

(Have/Has) (you/your household) had a mortgage on this property 
since the first of (reference month)?


1. Yes
2. No

1: Goto NUMMORT2

2,DK,RF: Goto HOMEQ_YN

03E

NUMMORT2

How many mortgages (have/has) (you/your household) had on this 
property since the first of (reference month)?

Goto HOMEQ_YN

03E

MRTCPSHA

Since the first of (reference month), in addition to (your/your household's) share of the 
cooperative's total costs, did (you/your household)  make payments on a mortgage 
that was obtained from an outside lender for (your/your household's) shares 
in the cooperative?          


1. Yes
2. No

1: Goto NUMMORT3

2,DK,RF: Goto HOMEQ_YN

03E

NUMMORT3

How many mortgages (have/has) (you/your household) had on this 
property since the first of (reference month)?

Goto HOMEQ_YN

03E

HOMEQ_YN

(Do/Does) (you/your household) have a home equity loan or any 
other loan which gives the lender claim on this property in case 
the loan is not repaid?


1. Yes
2. No

1: Goto LSHEL_YN

2,DK,RF: Goto S3E_END

03E

LSHEL_YN

^LSHEL_YN_FILL_ONCE

(Have/Has) (you/your household) had a lump sum home equity loan on
this property since the first of (reference month)?         


1. Yes
2. No

1: Goto NUMLSHEL

2,DK,RF: Goto LCHEL_YN

03E

NUMLSHEL

How many?

Goto LCHEL_YN

03E

LCHEL_YN

^C_HaveHas (you/your household) had a line of credit 
home equity loan on this property since the first of 
(reference month)?     


1. Yes
2. No

1: Goto NUMLCHEL

2,DK,RF: Goto S3E_END

03E

NUMLCHEL

How many?

Goto S3E_END

03F

ORG_INTR

Now I will ask some questions about your (1st/2nd/3rd/etc.) (mortgage/lump sum home equity loan).  
These questions refer to the (mortgage/lump sum home equity loan) you are currently making payments on.


1. Continue
2. Delete the loan

1: Goto ORGMRTX

2: Goto S3FG_END

03F

ORGMRTX

What was the amount of the (mortgage/lump sum home equity loan) when (you/your household) first obtained it, not including any interest?

Goto FRSTPYYR

03F

FRSTPYYR

In what year did (you/your household) make the first payment
on this (mortgage/lump sum home equity loan)?

Goto FRSTPYMO

03F

FRSTPYMO

In what month did (you/your household) make the first payment
on this (mortgage/lump sum home equity loan)?


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto MTERM

03F

MTERM

Is this a 30 year (mortgage/lump sum home equity loan), a 15 year
(mortgage/lump sum home equity loan), or something else?          


1. 30-year
2. 15-year
3. Something else

1: goto NEWMRRT

2: goto NEWMRRT

3: Goto MORTTERM

DK,RF: Goto NEWMRRT

03F

MORTTERM

  Enter number of years

Goto NEWMRRT

03F

NEWMRRT

What is the current interest rate on this (mortgage/lump sum home equity loan)?

                
  Enter percent including decimal

Goto FIXEDRTE

03F

FIXEDRTE

Is this a fixed rate (mortgage/lump sum home equity loan)?

1. Yes
2. No

1: Goto PAYINCL

2,DK,RF: Goto PAYTYPE

03F

PAYTYPE

? [F1]

There are many different kinds of (mortgages/lump sum home equity loans).
Which of these comes closest to (yours/ your household's)?

      
  Read each item on list
      
  Mark all that apply, separate with commas

1. Variable or adjustable rate of interest (ARM)
2. Interest only
3. Other - Specify

IF 3 is selected then goto PAYTOTHF

ELSE goto PAYINCL

03F

PAYTOTHF

  Specify:

Goto PAYINCL

03F

PAYINCL

  7    [F1]

On (your/your household's) last payment, which of these things were included?

         
  Read each item on list

        
  Enter all that apply, separate with commas

1. Principal
2. Interest
3. Property taxes
4. Property insurance
5. Mortgage guarantee insurance (PMI)
6. Any other payments - specify
77. Don't know

IF 6 selected then goto PAYOTHF

ELSEIF FIXEDRTE = 1 then goto MRTPMTX

ELSE goto PAYMTX1

03F

PAYOTHF

  Specify:

IF FIXEDRTE = 1 then goto MRTPMX

ELSE goto PAYMTX1

03F

MRTPMTX

How much is (your/your household's) (mortgage/lump sum home equity loan) payment per month?

1-99999999: IF any codes 3-6 are selected in PAYINCL then goto PRININTX
ELSE goto S3FG_END

DK,RF: IF any codes 3-6 are selected in PAYINCL then goto PRININTX
ELSE goto S3FG_END

03F

PRININTX

How much of that amount was for ^prinint_fill?

Goto S3FG_END

03F

PAYMTX1

How much was (your/your household's) payment on this (mortgage/lump sum home equity loan) in (reference month)?

0: Goto PAYMTX2

1-99999999,DK,RF: IF any codes 3-6 selected in PAYINCL then goto PRNINTX1
ELSE goto PAYMTX2

03F

PRNINTX1

How much of that amount was for ^prinint_fill?

Goto PAYMTX2

03F

PAYMTX2

How much was (your/your household's) payment on this (mortgage/lump sum home equity loan) in (month)?

0: Goto PAYMTX3

1-99999999,DK,RF: IF any codes 3-6 selected in PAYINCL then goto PRNINTX2
ELSE goto PAYMTX3

03F

PRNINTX2

How much of that amount was for ^prinint_fill?

Goto PAYMTX3

03F

PAYMTX3

How much was (your/your household's) payment on this (mortgage/lump sum home equity loan) in (last month)?

0,DK,RF: Goto S3FG_END

1-99999999: IF any codes 3-6 selected in PAYINCL then goto PRNINTX3
ELSE goto S3FG_END

03F

PRNINTX3

How much of that amount is for ^prinint_fill?

Goto S3FG_END

03H

PAIDLOAN

(I'd like to ask some questions about (your/your CUs) line of credit home equity (loan/laons).)

Since the first of (reference month), (have/has) (you/your household) 
made any payments for (your/your household's) (this loan/1st/2nd/3rd/etc.)?


1. Yes
2. No
888. Delete this loan

1: Goto PDAMTX1

2,DK,RF: Goto TOTOWED

888: Goto next loan

03H

PDAMTX1

What was the total amount paid in (reference month)?

Goto PDAMTX2

03H

PDAMTX2

What was the total amount paid in (month)?

Goto PDAMTX3

03H

PDAMTX3

What was the total amount paid in (last month)?

Goto TOTOWED

03H

TOTOWED

^TOTOWED_FILL

Goto S3H_END

03I

MORTSPEC

Now I'm going to ask about other ownership costs
for your (property description).

Since the first of (reference month), have (you/you or any members of your household)
paid more than the amount required on any mortgage or 
lump sum home equity loan for this property?


1. Yes
2. No

1: Goto SPECIALX

2,DK,RF: Goto GRNDRENT

03I

SPECIALX

How much EXTRA did (you/your household) pay?

1-99999999: Goto SPECLXCM

DK,RF: Goto GRNDRENT

03I

SPECLXCM

How much of that amount was paid this month?

Goto GRNDRENT

03I

GRNDRENT

(Now I'm going to ask about ownership costs for your (property description)/ )

Since the first of (reference month), (have/has) (you/your household) made any
payments for ground or land rent for (property description)?


1. Yes
2. No

1: Goto GRNDRNTX

2,DK,RF: If PROPTYPE = 1 then goto PAYCONDO
If PROPTYPE = 2 then goto COOPRG3
If PROPTYPE = 3 then goto PAYHOASS

03I

GRNDRNTX

What was the total amount paid?

1-99999999: Goto GRNDRTCX

DK,RF: IF PROPTYPE = 1 then goto PAYCONDO
If PROPTYPE = 2 then goto COOPRG3
If PROPTYPE = 3 then goto PAYHOASS

03I

GRNDRTCX

How much of that amount was paid this month?

IF PROPTYPE = 1 then goto PAYCONDO
IF PROPTYPE = 2 then goto COOPRG3
IF PROPTYPE = 3 then goto PAYHOASS

03I

PAYHOASS

(Do/Does) (you/your household) make regular payments to
a homeowner's association?


1. Yes
2. No

1: Goto HORCORG

2,DK,RF: Goto SPCLPAY2

03I

PAYCONDO

(Are/Is) (you/your household) required to make regular payments 
of condominium fees for general maintenance or management services?


1. Yes
2. No

1: Goto HORCORG

2,DK,RF: Goto SPCLPAY2

03I

COOPRG3

  7    ? [F1]

Now I'd like to ask you about payments (you/your household) (make/makes) directly to the cooperative for (your/your household's) share of its costs.    
Since the first of (reference month), have (you/you or any members of your household)
made any payments for any of the following things -   

         
  Read each item on the list
          
  Enter all that apply, separate with commas
          
  Enter 12 for no payments made


1. Repayment of loans owed by cooperative
2. Property taxes
3. Property Insurance
4. Management
5. Repairs or maintenance, including lawn care or snow removal
6. Improvements
7. Recreational including swimming, golf or tennis facilities
8. Security including guards or alarm systems
9. Utilities such as gas, electricity, water, heat
10. Trash collection
11. Other
12. No payments made
77. Don't know

12,RF: Goto SPCLPAY1

1-11,77: IF 11 selected then goto CORGOTH
ELSE goto MGOTHERX

03I

CORGOTH

   Specify:

Goto MGOTHERX

03I

HORCORG

 8   ? [F1]

Which of the following services and privileges were included in 
those payments?
  
      
  Read each item on the list.
          
Enter all that apply---separate with commas.

1. Management
2. Repairs or maintenance, including lawn care or snow removal
3. Improvements
4. Utilities such as gas, electricity, water, heat
5. Parking
6. Recreational including swimming, golf, or tennis facilities
7. Security including guards or alarm systems
8. Maid Services
9. Medical Services
10. Trash collection
11. Other
77. Don't Know

1-11,77: IF 11 selected then goto HORGOTH
ELSEIF there is at least one loan of LOANTYPE = 1 on this property then goto MGOTHER
ELSE goto MGOTHERX

RF: Goto SPCLPAY2

03I

HORGOTH

   Specify:

IF at least one loan of LOANTYPE = 1 for this property then goto MGOTHER

ELSE goto MGOTHERX

03I

MGOTHER

Since the first of (reference month), have you made ANY regular payments for 
these services?


1. Yes
2. No

1,DK,RF: Goto MGOTHERX

2: IF PROPTYPE = 2 then goto SPCLPAY1
ELSE goto SPCLPAY2

03I

MGOTHERX

Since the first of (reference month), how much (have/has) (you/your household) paid for these services?

1-99999999: Goto MGOTHRCX

0,DK,RF: IF PROPTYPE = 2 then goto SPCLPAY1
ELSE goto SPCLPAY2

03I

MGOTHRCX

How much of that amount was paid this month?

IF PROPTYPE = 2 then goto SPCLPAY1
ELSE goto SPCLPAY2

03I

SPCLPAY1

  7  ? [F1]

 (Have/Has) (you/your household) made any SPECIAL payments to
a management service?


1. Yes
2. No

1: Goto COOPSP3

2,DK,RF: Goto ASSESSMT

03I

SPCLPAY2

  8   ? [F1]

(Have/Has) (you/your household) made any SPECIAL payments to a management service?


1. Yes
2. No

1: Goto HOCOSP3

2,DK,RF: Goto ASSESSMT

03I

COOPSP3

    7    ? [F1]    

Since the first of (reference month), what services were provided?  

      
  Enter all that apply, separate with commas

1. Repayment of loans owed by the cooperative
2. Property taxes
3. Property insurance
4. Management
5. Repairs or mantainence, including lawn care or snow removal
6. Improvements
7. Recreational including swimming, golf, or tennis facilitieds
8. Security including guards or alarm systems
9. Utilities such as gas, electricity, water, heat
10. Trash collection
11. Other
77. Don't Know

IF 11 is selected then goto COSPOTH

ELSE goto SPECLX

03I

COSPOTH

   Specify:

Goto SPECLX

03I

HOCOSP3

 8    ? [F1]

Since the first of (reference month), what services were provided?

   
  Enter all that apply, separate with commas

1. Management
2. Repairs or maintenance, including lawn care or snow removal
3. Improvements
4. Utilities such as gas, electricity, water, heat
5. Parking
6. Recreational including swimming, golf, or tennis facilities
7. Security including guards or alarm systems
8. Maid Services
9. Medical Services
10. Trash collection
11. Other
77. Don't Know

IF 11 is selected then goto HOSPOTH

ELSE goto SPECLX

03I

HOSPOTH

   Specify:

Goto SPECLX

03I

SPECLX

Since the first of (reference month), how much were these 
special payments?

1-99999999: goto SPECLCX

DK,RF: Goto ASSESSMT

03I

SPECLCX

How much of that amount was paid this month?

Goto ASSESSMT

03I

ASSESSMT

Since the first of (reference month) (have/has) (you/your household) paid any special assessments to a local government for construction or repair of roads, sidewalks, or other things like that?

1. Yes
2. No

1: Goto ASSESSX

2,DK,RF: IF OWNYB = 100 then goto RNTEQVX
ELSEIFIF OWNYB = 300 then goto VAC_OCCQ
ELSE goto S3I_END

03I

ASSESSX

What was the total amount paid?

1-99999999: goto ASSESSCX

DK,RF: IF OWNYB = 100 then goto RNTEQVX
ELSEIF OWNYB = 300 then goto VAC_OCCQ
ELSE goto S3I_END

03I

ASSESSCX

How much of that amount was paid this month?

0-99999999: IF OWNYB = 100 then goto RNTEQVX
ELSEIF OWNYB = 300 then goto VAC_OCCQ
ELSE goto S3I_END

DK,RF: IF OWNYB = 100 then goto RNTEQVX
ELSEIF OWNYB = 300 then goto VAC_OCCQ
ELSE goto S3I_END

03I

VAC_OCCQ

Since the first of (reference month), how much time did you occupy this (timeshare/property)?

       
  Enter quantity and select period on next screen.

0,DK,RF: IF TIMESHAR (from 3B) = 2, DK or RF then goto VAC_SEC
ELSEIF TIMESHAR (from 3B) = 1 then goto TIME_RNT
ELSE goto S3I_END

1-150: Goto VAC_OCCY

03I

VAC_OCCY

  Enter time period.


1. Days
2. Weeks
3. Months
4. Percent
5. Other, specify

1-4,DK,RF: IF TIMESHAR (from 3B) = 2, DK or RF then goto VAC_SEC
ELSEIF TIMESHAR (from 3B) = 1 then goto TIME_RNT
ELSE goto S3I_END

5: Goto VAC_OTH

03I

VAC_OTH

  Specify:

IF TIMESHAR (from 3B) = 2, DK or RF then goto VAC_SEC

ELSEIF TIMESHAR (from 3B) = 1 then goto TIME_RNT

ELSE goto S3I_END

03I

VAC_SEC

Since the first of (reference month), was this property either rented by someone outside your household or available to be rented?


1. Yes
2. No

1: Goto VAC_RNTQ

2,DK,RF: Goto RNTEQVX

03I

VAC_RNTQ

Since the first of (reference month), how much time was this property rented by someone outside your household?

           
  Enter quantity and select period on next screen.

0,DK,RF: Goto VAC_AVAQ

1-150: Goto VAC_RNTY

03I

VAC_RNTY

  Enter time period.


1. Days
2. Weeks
3. Months
4. Percent
5. Other, specify

1-4,DK,RF: Goto VAC_AVAQ

5: Goto VAC_ROTH

03I

VAC_ROTH

  Specify:

Goto VAC_AVAQ

03I

VAC_AVAQ

Since the first of  (reference month), how much time was this property available to be rented, but not rented out?

               
  Enter quantity and select period on next screen.

0,DK,RF: IF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END

1-150: Goto VAC_AVAY

03I

VAC_AVAY

  Specify

1. Days
2. Weeks
3. Months
4. Percent
5. Other, specify

1-4: IF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END

DK,RF: IF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END

5: Goto VAC_AOTH

03I

VACAOTH

  Specify

IF OWNYB = 300 then goto RNTEQV2X

ELSE goto S3I_END

03I

RNTEQV2X

If someone were to rent this home today, how much do you think it would rent for?

Goto RENTPERD

03I

RENTPERD

   Ask if not already stated.

What period of time does this rental amount cover?


1. Week
2. Month
3. Quarter
4. Other specify

1-3,DK,RF: Goto RENTUTIL

4: Goto RNPEROTH

03I

RNPEROTH

  Specify:

Goto RENTUTIL

03I

RENTUTIL

Does this amount include utilities?  


1. Yes
2. No

Goto PROPVALX

03I

RNTEQVX

If someone were to rent this (including part of the property currently being used for business, farming, or rented/home today) how much do you think it 
would rent for monthly, unfurnished and without utilities?

1-999999: IF OWNYB = 100 OR (OWNYB = 300 AND TIMESHAR (from 3B) = 2, D or R then goto PROPVALX
ELSE goto S3I_END

DK,RF: IF OWNYB = 100 OR (OWNYB = 300 AND TIMESHAR (from 3B) = 2, DK or RF then goto PROPVALX
ELSE goto S3I_END

03I

PROPVALX

About how much do you think this property would sell for on today's market?

Goto S3I_END

03I

TIME_RNT

Since the first of (reference month), did you rent this timeshare to someone outside your household?

1. Yes
2. No

Goto RNTEQV3X

03I

RNTEQV3X

If you were to rent this timeshare today to someone else, instead of using it yourself, how much would it rent for weekly?

Goto PRPVAL2X

03I

PRPVAL2X

If you were able to sell this timeshare, about how much do you think it would sell for on today's market?

0-99999999: Goto S3I_END

03

ANYRENT

Since the first of (reference month) have (you/you or any members of your household) rented any houses, apartments, or
temporary living quarters NOT used entirely for business or vacation?  

    
 Do NOT include college or university regulated housing.


1. Yes
2. No

1: Goto RENTX1

2,DK,RF: Goto Section 4

02B

RENTX1

What was your total rental payment for (reference month) for this unit?  
Include any extra charges for garage or parking facilities, but do not
include direct payments by local, state or federal agencies.

Goto RENTX2

02B

RENTX2

What was the total rental payment for (month) for this unit?

Goto RENTX3

02B

RENTX3

What was your total rental payment for (last month) for this unit?

Goto RTELECT

02B

RTELECT

 6

Does the rental payment include the cost of -
          
     . . . Electricity? 


1. Yes
2. No

Goto RTGAS

02B

RTGAS

 6

  
  Repeat if necessary

Does the rental payment include the cost of -

          . . . . Gas?    


1. Yes
2. No

Goto RTWATER

02B

RTWATER

 6

  
  Repeat if necessary

Does the rental payment include the cost of -

          . . . Piped in water?    


1. Yes
2. No

Goto RTHEAT

02B

RTHEAT

 6

  
  Repeat if necessary

Does the rental payment include the cost of -

         . . . . Heating?     


1. Yes
2. No

Goto RTTRASH

02B

RTTRASH

 6

  
  Repeat if necessary

Does the rental payment include the cost of - 

        . . . Trash/garbage collection?     


1. Yes
2. No

Goto RTPARK

02B

RTPARK

 6

  
  Repeat if necessary

Does the rental payment include the cost of - 

      . . . Garage and parking facilities?     


1. Yes
2. No

Goto RTASPAY

02B

RTTELEPH

 6

  Repeat if necessary
Does the rental payment include the cost of -

      . . . Telephone services?


1. Yes
2. No

Goto RTTVCABL

02B

RTTVCABL

 6

  Repeat if necessary  
Does the rental payment include the cost of -

   . . . Television services?


1. Yes
2. No

Goto RTINTRNT

02B

RTINTRNT

 6

  Repeat if necessary
Does the rental payment include the cost of -

   . . . Internet services?


1. Yes
2. No

Goto RTFUNSH

02B

RTFUNSH

 6

 Repeat if necessary
Does the rental payment include the cost of -

   . . . Furniture?


1. Yes
2. No

Goto RTASPAY

02B

RTASPAY

Did (you/you or any members of your household) receive any reduced or free rent for 
this unit as a form of pay since the first of (reference month)?


1. Yes
2. No

1: Goto RTCOMPX

2,DK,RF: IF BCeintro.BUSCREEN = 2 AND (PSU=06001, 06013, 06037, 06041, 06059, 06065, 06071, 06081, 06073, 06075, 06087, 06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119) go to RENTCONT

ELSEIF BCeintro.BUSCREEN = 2 goto MORERENT

ELSE goto RTBSNS

02B

RTCOMPX

What is the current monthly rental charge to another tenant for a similar unit?

Goto REGRNTX

02B

REGRNTX

What is your regular rental payment?

IF BCeintro.BUSCREEN = 2 AND (PSU=06001, 06013, 06037, 06041, 06059, 06065, 06071, 06081, 06073, 06075, 06087, 06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119) go to RENTCONT

ELSEIF BCeintro.BUSCREEN = 2 goto MORERENT

ELSE goto RTBSNS

02B

RTBSNS

Is any portion of this unit used for your own business?


1. Yes
2. No

1: Goto RTBSNSZ

2,DK,RF: IF PSU = 06001, 06013, 06037, 06041, 06059, 06065, 06071, 06073, 06075, 06081 06087, 06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119, then goto RENTCONT
ELSE goto MORERNT

02B

RTBSNSZ

 What percent of the rental payment is counted as a business expense?
    
           
  Enter to the nearest whole percent.

1-99,DK,RF: IF PSU = 06001, 06013, 06037, 06041, 06059, 06065, 06071, 06073, 06075, 06081, 06087, 06097, 11001, 24021, 24043, 34003, 34013, 34017, 34023, 34027, 34031, 34037, 36005, 36047, 36059, 36061, 36081, 36085, 36087, 36103, 36119 then goto RENTCONT
ELSE goto MORERNT

100: Goto ERR2_RTBSNSZ

02B

RENTCONT

Is this unit under rent control? 


1. Yes
2. No

Goto MORERNT

02B

MORERNT

Since the first of (reference month), have (you/you or any members of your household)
rented any other houses, apartments, or temporary living
quarters NOT used entirely for business or vacation?  
     
                
  Do NOT include college or university regulated housing.


1. Yes
2. No

1: Goto RENTX1

2,DK,RF: Goto S2_END

04A

S4A_INTRO

 9

Now I am going to ask about utilities including telephone bills.  Please refer to any billing statements or other records you have when answering these questions.  

Please remember to include any bills you receive or pay online or have automatically deducted.  

Report any bill you have received, even if the bill has not been paid.  First, I'll ask you about telephone bills.

  
   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)



1. Enter 1 to Continue

Goto TELEBILL

04A

TELEBILL

9    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) received any bills for telephone services, including cellular and Voice Over IP?  Do not include bills for telephones used entirely for business purposes.  


1. Yes
2. No

1: IF any 8500.TELCOMP = 1-20 then goto PREVCOMP
ELSE goto TELCOMP

2,DK,RF: Goto S4A_END

04A

PREVCOMP

What is the name of the company which provides the service?


     Description  Amount1     Amount2    Amount3
     (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1. ^Temprevcomp[1]
2. ^Temprevcomp[2]
3. ^Temprevcomp[3]
4. ^Temprevcomp[4]
5. ^Temprevcomp[5]
6. ^Temprevcomp[6]
7. ^Temprevcomp[7]
8. ^Temprevcomp[8]
9. ^Temprevcomp[9]
10. ^Temprevcomp[10]
11. ^Temprevcomp[11]
12. ^Temprevcomp[12]
13. ^Temprevcomp[13]
14. ^Temprevcomp[14]
15. ^Temprevcomp[15]
16. ^Temprevcomp[16]
17. ^Temprevcomp[17]
18. ^Temprevcomp[18]
19. ^Temprevcomp[19]
20. ^Temprevcomp[20]
55. Company name not listed
888. Delete the line

1-20: IF BCeintro.BUSCREEN = 2 goto TELCHGX1
ELSE goto TELBSNS

55: Goto TELCOMP

888: Goto TELOTH

04A

TELCOMP

(What is the name of the company which provides the service?/"* Enter company name)

     Description  Amount1     Amount2    Amount3
     (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


  Enter 888 to delete the line

888: Goto TELOTH

All others: IF BCeintro.BUSCREEN = 2 goto TELCHGX1
ELSE goto TELBSNS

04A

TELBSNS

Will any of the charges be deducted as a business expense?


     Description  Amount1     Amount2    Amount3
     (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)
 
 

1. Yes
2. No

1: Goto TELBSNZ

2,DK,RF: Goto TELCHGX1

04A

TELBSNZ

What percentage will be deducted?

  
   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-99,DK,RF: Goto TELCHGX1

100: Goto CK_TELBSNZ

04A

TELCHGX1

How much were you billed for in (reference month)?   
Do not include any unpaid charges from a previous billing period.
     
     Description  Amount1     Amount2    Amount3
     (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


Goto TELCHGX2

04A

TELCHGX2

How much were you billed for in (month)?   
Do not include any unpaid charges from a previous billing period.

 
   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


Goto TELCHGX3

04A

TELCHGX3

How much were you billed for in (last month)?   
Do not include any unpaid charges from a previous billing period.

    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-999999: IF TELCHGX1 = 0 OR TELCHGX2 = 0 then goto BILPERD
ELSE goto TYPETEL

0: Goto BILPERD

DK,RF: IF TELCHGX1 = 0 OR TELCHGX2 = 0 then goto BILPERD
ELSE goto TYPETEL

04A

BILPERD

What is your usual billing period for this service?   


    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)



1. Month
2. 2 months
3. Quarter
4. Annual
5. Other

Goto TYPETEL

04A

TYPETEL

 9    ? [F1]

What types of telephone services did the bill include -

   Read each item on list.  
   Enter all that apply, separate with commas.

 
    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)



1. Residential Service including Voice over IP?
2. Mobile or Cellular Service including prepaid?

Goto TELTEMP

04A

TELTEMP

 9    ? [F1]

Which of the following telephone service items were included in the bill(s) -

 (* Do not include data plans for mobile phones in 1. Internet access. / )
  Read each item on list.   
  Enter all that apply, separate with commas.


     Description  Amount1     Amount2    Amount3
    (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)



0. None
1. Internet service (including broadband, DSL and dial-up)?
2. Cable or satellite television service?
3. Applications, games, or ringtones?
77. Misc Combined (Unable to specify/ DK)

0,77: IF 0 only or 77 only then goto TELOTH
ELSEIF 0 is selected with another option then goto CK_TELTEMP

1-3: Goto TELBLPRS

DK,RF: Goto TELOTH

04A

TELBLPRS

  Is respondent referring to a detailed bill, including online or digital?
    Do not include checkbooks


1. Yes
2. No

1: IF 1 selected in TELTEMP then goto TINTNTX1
ELSEIF 2 selected in TELTEMP then goto TCABLEX1
ELSE goto TAPPGMX1

2: Goto TELOTH

04A

TINTNTX1

How much of the (reference month) charges were for internet access?

       (* Do not include data plans for mobile phones./ )

    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

Goto TINTNTX2

04A

TINTNTX2

How much of the (month) charges were for internet access?

       (* Do not include data plans for mobile phones./ )
     
    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

Goto TINTNTX3

04A

TINTNTX3

How much of the (last month) charges were for internet access?

       (* Do not include data plans for mobile phones./ )

   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

IF 2 selected in TELTEMP then goto TCABLEX1

ELSEIF 3 selected in TELTEMP then goto TAPPGMX1

ELSE goto TELOTH

04A

TCABLEX1

How much of the (reference month) charges were for cable or satellite television service?

    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

Goto TCABLEX2

04A

TCABLEX2

How much of the (month) charges were for cable or satellite television service?

    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

Goto TCABLEX3

04A

TCABLEX3

How much of the (last month) charges were for cable or satellite television service?

    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

IF 3 selected in TELTEMP then goto TAPPGMX1

ELSE goto TELOTH

04A

TAPPGMX1

How much of the (reference month) charges were for applications, games, or ringtones?

   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

Goto TAPPGMX2

04A

TAPPGMX2

How much of the (month) charges were for applications, games, or ringtones?

   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

Goto TAPPGMX3

04A

TAPPGMX3

How much of the (last month) charges were for applications, games, or ringtones?

   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

Goto TELOTH

04A

TELOTH

Did (you/you or any members of your household) receive any other bills for telephones not
used entirely for business purposes?


   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

 


1. Yes
2. No

1: IF any 8500.TELCOMP = 1-20 then goto PREVCOMP, next row of the table
ELSE goto TELCOMP, next row of the table

2: Goto S4A_END

04B

FONCARD

 9

Since the first of (reference month), have (you/you or any members of your household) purchased any pre-paid long distance telephone cards/minutes, not already reported?

     
  Do not include prepaid cellular minutes


1. Yes
2. No

1: Goto FONCARDX

2,DK,RF: Goto S4B_END

04B

FONCARDX

What was the total amount paid?

Goto FONCRDCX

04B

FONCRDCX

How much of the total was paid this month?

Goto S4B_END

04C

S4C_INTRO

 9

Now I am going to ask about cable and satellite TV service, satellite radio service, and internet service expenditures.

 
          Expense    Amount     Month
          (INTSERV)   (INTCHGX) (INTMO)


1. Enter 1 to Continue

Goto UTI_ITEM

04C

UTI_ITEM

9    ? [F1]

Since the first of (reference month) have (you/you or any members of your household) had any expenses for . . . 

    
  Read each item on list.
       
    

1. Cable or satellite TV services, not already reported?
2. Satellite radio services?
3. Internet connection or an internet service provider, not already reported?
4. Internet services away from home such as web cafes or internet kiosks?
99. None/ no more entries
888. Delete the line

1-4: goto INTDESC

99: Goto S4C_END

888: IF no more grid lines then goto S4C_END
ELSE goto UTI_ITEM - next line of table

04C

INTDESC

What was the expense for?

  
          Expense    Amount    Month
          (INTSERV)  (INTCHGX) (INTMO)

IF INTNMBR = 4 AND UTI_ITEM = 3 AND (INTPER = 201607, 201608,
201609 or training or systems test or ver test)
then goto INTCOMP

ELSE goto INTMO

04C

INTCOMP

Ask if not apparent

What is the name of the company providing the internet service?

Goto INTMO

04C

INTMO

In what month was the expense?

   
   Enter 13 for same amount each month of the reference period

             Expense    Amount    Month
          (INTSERV)   (INTCHGX) (INTMO)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. Same amount each month.

Goto INTCHGX

04C

INTCHGX

 (What was your monthly expense?/How much was this expense?)

            Expense     Amount    Month
          (INTSERV)   (INTCHGX) (INTMO)

Goto INTCMB_S

04C

INTCMB_S

   Enter 'C' for combined expenses.

C: Goto INTCMB

EMPTY: Goto INTMORE

04C

INTCMB

 9    ? [F1]

What was (Description) combined with?

     
  Enter all that apply, separate with commas.


            Expense     Amount    Month
          (INTSERV)   (INTCHGX) (INTMO)

    


1. Cable or satellite TV services
2. Satellite radio services
3. Internet connection or an internet service provider
4. Internet services away from home such as web cafes or internet kiosks

Goto INTMORE

04C

INTMORE

Did you have any other expenses for (Description)?

    
        Expense     Amount    Month
         (INTSERV)   (INTCHGX) (INTMO)


1. Yes
2. No

1: goto UTI_ITEM, next row of table

2,DK,RF: Goto UTI_ITEM, next row of table

04D

S4D_INTRO

 10

Now I am going to ask about utility bills. 

Prop #    Property Description  Company Name Utility  Amount1   Amount2  Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

 

1. Enter 1 to Continue

Goto UTC_ITEM

04D

UTC_ITEM

 10   ? [F1]

Since the first of (reference month), have (you/you or any members of your household) received any bills for any of the following utilities, fuels, or services?  Do not include bills for properties used entirely for business.

    
  Read each item on list:        


1. Electricity
2. Natural or utility gas
3. Fuel oil
4. Bottled or tank gas
5. Other fuels including wood
6. Piped-in water and sewerage maintenance
7. Garbage and recycling collection
8. Water softening service
9. Septic tank cleaning
99. None/No more entries
888. Delete the line

1-9: goto WHATPROP

99: Goto S4D_END

888: Goto next row of table

04D

WHATPROP

Which property was the bill for?


1. ^Prop_display[1]
2. ^Prop_display[2]
3. ^Prop_display[3]
4. ^Prop_display[4]
5. ^Prop_display[5]
6. ^Prop_display[6]
7. ^Prop_display[7]
8. ^Prop_display[8]
9. ^Prop_display[9]
10. ^Prop_display[10]
11. ^Prop_display[11]
12. ^Prop_display[12]
13. ^Prop_display[13]
14. ^Prop_display[14]
15. ^Prop_display[15]
16. ^Prop_display[16]
17. ^Prop_display[17]
18. ^Prop_display[18]
19. ^Prop_display[19]
20. ^Prop_display[20]
40. ^Prop_display[40]
41. ^Prop_display[41]
42. Rented vacation Property
43. Property not owned or rented by household

1-20,40: IF UTC_ITEM = 1-3, 6-7 and no data in any 8500.COMPNAME [1]-[40] then goto COMPNAME
ELSEIF UTC_ITEM = 1-3, 6-7 and any data in 8500.COMPNAME [1]-[40] then goto LASTCOMP
ELSEIF BCeintro.BUSCREEN = 2 goto UTLCHGX1
ELSE goto UTILBUSN

41,42,43,DK,RF: Goto UTLPDESC

04D

UTLPDESC

Briefly describe the property.

IF UTC_ITEM = 1-3, 6-7 AND no data in any 8500.COMPNAME [1]-[40] then goto COMPNAME

ELSEIF UTC_ITEM = 1-3, 6-7 and any data in 8500.COMPNAME [1]-[40] then goto LASTCOMP

ELSEIF BCeintro.BUSCREEN = 2 goto UTLCHGX1

ELSE goto UTILBUSN

04D

LASTCOMP

What is the name of the company or government agency which provides (Utility description)?

Prop #  Property Description  Company Name  Utility Amount1    Amount2  Amount3
(WHATPROP)(UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2)(UTLCHGX3)



1. ^Comp_display[1]
2. ^Comp_display[2]
3. ^Comp_display[3]
4. ^Comp_display[4]
5. ^Comp_display[5]
6. ^Comp_display[6]
7. ^Comp_display[7]
8. ^Comp_display[8]
9. ^Comp_display[9]
10. ^Comp_display[10]
11. ^Comp_display[11]
12. ^Comp_display[12]
13. ^Comp_display[13]
14. ^Comp_display[14]
15. ^Comp_display[15]
16. ^Comp_display[16]
17. ^Comp_display[17]
18. ^Comp_display[18]
19. ^Comp_display[19]
20. ^Comp_display[20]
55. Company name not listed

1-20: IF BCeintro.BUSCREEN = 2 goto UTLCHGX1
ELSE goto UTILBUSN

55: Goto COMPNAME

04D

COMPNAME

What is the name of the company or government agency which provides (Utility description)?

Prop #    Property Description  Company Name Utility  Amount1   Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)
 

IF BCeintro.BUSCREEN = 2 goto UTLCHGX1
ELSE goto UTILBUSN

04D

UTILBUSN

Will any part of the (Utility Description) charges be deducted as a business expense?

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

      


1. Yes
2. No

Goto UTLCHGX1

04D

UTLCHGX1

How much were you billed for in (reference month)?

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

Goto UTILCHGX2

04D

UTLCHGX2

How much were you billed for in  (month)?

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

Goto UTILCHGX3

04D

UTLCHGX3

How much were you billed for in  (last month)?

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

1-999999: IF UTLCHGX1 = 0 OR UTLCHGX2 = 0 then goto BLPERIOD
ELSE goto UTILCMB_S

0: Goto BLPERIOD

DK,RF: Goto UTILCMB_S

04D

BLPERIOD

What is your usual billing period for the service?                          
                                       
Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)



1. Month
2. 2 months
3. Quarter
4. Annual
5. Other

1-4,DK,RF: Goto UTILCMB_S

5: Goto BLPEROTH

04D

BLPEROTH

   Specify:

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

Goto UTILCMB_S

04D

UTILCMB_S

  Enter 'C' for a combined expense

C: Goto UTILCMB

EMPTY: Goto MOREBILL

04D

UTILCMB

 10    ? [F1] 

What other utilities, fuels, or services was (Utility Description) combined with?

     
   Enter all that apply, separate with commas.

 
Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP)(UTLPDESC)            (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)



1. Electricity
2. Natural or utility gas
3. Fuel oil
4. Bottled or tank gas
5. Other fuels including wood
6. Piped-in water and sewerage maintenance
7. Garbage and recycling collection
8. Water softening service
9. Septic tank cleaning
77. Misc. combined (unable to specify/DK)

Goto MOREBILL

04D

MOREBILL

Did you receive any other (Utility Description) bills?        

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)


 

1. Yes
2. No

1: goto UTC_ITEM, next row in the table

2,DK,RF: IF ROW number = 40 then goto S4D_END
ELSE goto UTC_ITEM, next row in the table

05

S5_INTRO

 11-13

Now I am going to ask about expenses for construction, repairs, alterations and  maintenance of property.

 
        Prop. Description  Work Desc. 
        (PRP5DESC)         (WRKDESC)   


1. Enter 1 to Continue

Goto CRB_ITEM

05

CRB_ITEM

SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
  11    ? [F1]

First, let's talk about the construction or alteration of property you (owned/rent/own or rent).  (You should not include jobs that have been or will be totally reimbursed by someone outside your household such as a landlord./ )

Since the first of (reference month), have (you/you or any members of your household) had  expenses for -

          
  Read each item on list.

     
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
  12    ? [F1]

Now, let's talk about maintenance and repairs for property you (owned/rent/own or rent).  (You should not include jobs that have been or will be totally reimbursed by someone outside your household such as a landlord./ )2
    
      
  Read each item on list.                      
 

SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 
  11-12    ? [F1]

Have there been any expenses for any other property, such as property that you do not (owned/rent/own or rent),
paid for by (you/you or any members of your household)?

        
  If Yes - 

       Which type of job were those expenses for?


1. ^S5a_Fill1
2. ^S5a_Fill2
3. ^S5a_Fill3
4. ^S5a_Fill4
5. ^S5a_Fill5
6. ^S5a_Fill6
7. ^S5a_Fill7
8. ^S5a_Fill8
9. ^S5a_Fill9
10. ^S5a_Fill10
11. ^S5a_Fill11
12. ^S5a_Fill12
13. ^S5a_Fill13
14. ^S5a_Fill14
15. ^S5a_Fill15
16. ^S5a_Fill16
17. ^S5a_Fill17
18. ^S5a_Fill18
19. ^S5a_Fill19
95. Continue List
99. None/No more entries
888. Delete the line

1-19: goto CRMPROPI

95: Goto next row

99: Goto ADVMATER

888: IF no more grid lines then goto ADVMATER
ELSE goto CRB_ITEM - next line of grid

05

CRMPROPI

On which property was the work done?

       
       Prop Description  Work Desc 
      (WRKDESC)          (PRP5DESC)


1. ^tempprop[1]
2. ^tempprop[2]
3. ^tempprop[3]
4. ^tempprop[4]
5. ^tempprop[5]
6. ^tempprop[6]
7. ^tempprop[7]
8. ^tempprop[8]
9. ^tempprop[9]
10. ^tempprop[10]
11. ^tempprop[11]
12. ^tempprop[12]
13. ^tempprop[13]
14. ^tempprop[14]
15. ^tempprop[15]
16. ^tempprop[16]
17. ^tempprop[17]
18. ^Property[18]
19. ^Property[19]
20. ^tempprop[20]
97. ^tempprop[21]
98. ^tempprop[22]
99. Property not owned or rented by household

1-20: goto WRKDESC

97: Goto WRKDESC

98,99,DK,RF: Goto PRP5DESC

05

PRP5DESC

Briefly describe the property.

                Prop Description  Work Desc 
               (WRKDESC)         (PRP5DESC) 

Goto WRKDESC

05

WRKDESC

What work was done?
     
    
  The description should be adequate to classify "alteration", "repair", etc., and to identify in next    
        interview.


                Prop Description  Work Desc  
               (WRKDESC)         (PRP5DESC) 

IF CRB_ITEM = 1, 3 or 5 then goto S5BCMB_S

ELSEIF CRB_ITEM = 2, 4, 6 or 8 then goto TEMPCODE

ELSE goto CRMTYPE

05

CRMTYPE

? [F1]

  Enter the appropriate job classification code.

             Prop Description  Work Desc  
            (WRKDESC)         (PRP5DESC)  


2. Alteration
3. Replacement
4. Maintenance and repair

2: IF CRB_ITEM = 9, 12, 14, or 16 then goto S5BCMB_S
ELSE goto TEMPCODE

3: IF CRB_ITEM = 9, 11-12, 16, 18, or 19 then goto S5BCMB_S
ELSE goto TEMPCODE

4: IF CRB_ITEM = 10-11, 16, or 18 then goto S5BCMB_S
ELSE goto TEMPCODE

DK,RF: Goto S5BCMB_S

05

TEMPCODE

  Enter the appropriate detailed job code.

             Prop Description  Work Desc  
            (WRKDESC)         (PRP5DESC) 


1. ^S5a_Tempcode1
2. ^S5a_Tempcode2
3. ^S5a_Tempcode3
4. ^S5a_Tempcode4
5. ^S5a_Tempcode5
6. ^S5a_Tempcode6
7. ^S5a_Tempcode7
8. ^S5a_Tempcode8
9. ^S5a_Tempcode9
10. ^S5a_Tempcode10

Goto S5BCMB_S

05

S5BCMB_S

  Enter 'C'  for a combined expense

C: Goto S5B_COMB

EMPTY: Goto CONTRACT

05

S5B_COMB

11-12    ? [F1]

What other work was included in this job?

   
Enter all that apply, separate with commas.


1. Homes under construction
2. Building an addition
3. Finishing a basement
4. Remodeling
5. Landscaping
6. Building outdoor patios
7. Repair outdoor patios
8. Painting/wallpapering
9. Plastering or paneling
10. Plumbing
11. Electrical work
12. Heat or air conditioning
13. Flooring installation/repair/replacement
14. Insulation
15. Roofing, gutters or downspouts
16. Siding
17. Install/Repair/Replace windows, etc
18. Masonry, brick or stucco
19. Other improvements or repairs
77. Misc. combined (unable to specify/DK)

Goto CONTRACT

05

CONTRACT

Did you do this job yourself or did you pay someone else to do all or part of the work?

        Prop Description  Work Desc  
       (WRKDESC)         (PRP5DESC) 


1. Self Only
2. Paid or contracted with someone else
3. Both

1,DK,RF: Goto CRMMATER

2,3: Goto CNTRCTX3

05

CNTRCTX3

What did you pay in (reference month) to someone else for this job?

        Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC) 

Goto CNTRCTX2

05

CNTRCTX2

What did you pay in (month) to someone else for this job?

        Prop Description  Work Desc 
       (WRKDESC)         (PRP5DESC)  

Goto CNTRCTX1

05

CNTRCTX1

What did you pay in (last month) to someone else for this job?

        Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC) 

Goto CNTRCTX0

05

CNTRCTX0

How much was paid this month?

        Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

IF (CNTRCTX3 = DK or CNTRCTX2 = DK or CNTRCTX1 = DK or CNTRCTX0 = DK then goto CONTRCTX

ELSEIF ITEM = 1-4, 10-12 or 19 then goto MAJ_APPL

ELSE goto CRMMATER

05

CONTRCTX

Since the first of (reference month), what is the total amount you paid to someone else for this job?

       Prop Description  Work Desc 
       (WRKDESC)         (PRP5DESC) 

IF ITEM = 1-4, 10-12 or 19 then goto MAJ_APPL

Else goto CRMMATER

05

MAJ_APPL

 13    ? [F1]

Did any of the cost since (reference month) include the cost of any appliances or equipment?

       Prop Description  Work Desc 
       (WRKDESC)         (PRP5DESC) 
       

1. Yes
2. No

1: Goto APP_SCR

2,DK,RF: Goto CRMMATER

05

APP_SCR

 13    ? [F1]

Which of the following appliances or equipment were included?

                 
   Enter up to six, separate with commas.

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)


1. Cooking stove, range, or oven
2. Microwave oven
3. Refrigerator or home freezer
4. Built-in dishwasher
5. Portable dishwasher
6. Garbage disposal
7. Clothes washer or dryer
8. Range hood
9. Smoke alarms and detectors
10. Window air conditioner
11. Portable cooling and heating equipment
12. Lamps, lighting fixtures, or ceiling fans
13. Other major home appliances and equipment

1-13; Goto APPL_X1

DK: Goto CRMMATER

05

APPL_X1

What was the total cost for (description)?

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

1-999999: IF there is a second selection in APP_SCR then goto APPL_X2
ELSE goto CRMMATER

DK,RF: IF there is a second selection in APP_SCR then goto APPL_X2
ELSE goto CRMMATER

05

APPL_X2

What was the total cost for (description)?

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

1-999999: IF there is a third selection in APP_SCRthen goto APPL_X3
ELSE goto CRMMATER

DK,RF: IF there is a third selection in APP_SCR then goto APPL_X3
ELSE goto CRMMATER

05

APPL_X3

What was the total cost for (description)?

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC) 

1-999999: IF there is a fourth selection in APP_SCR then goto APPL_X4
ELSE goto CRMMATER

DK,RF: IF there is a fourth selection in APP_SCR then goto APPL_X4
ELSE goto CRMMATER

05

APPL_X4

What was the total cost for (description)?

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

1-999999: IF there is a fifth selection in APP_SCR then goto APPL_X5
ELSE goto CRMMATER

DK,RF: IF there is a fifth selection in APP_SCR then goto APPL_X5
ELSE goto CRMMATER

05

APPL_X5

What was the total cost for (description)?

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC) 

1-999999: IF there is a sixth selection in APP_SCR then goto APPL_X6
ELSE goto CRMMATER

DK,RF: IF there is a sixth selection in APP_SCR then goto APPL_X6
ELSE goto CRMMATER

05

APPL_X6

What was the total cost for (description)?

       Prop Description  Work Desc 
       (WRKDESC)         (PRP5DESC)

Goto CRMMATER

05

CRMMATER

Since the first of (reference month), have (you/you or any members of your household) PURCHASED any materials, supplies, tools or equipment for doing this job? 

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

      


1. Yes
2. No

1: Goto SUPPLYX3

2,DK,RF: Goto TOOLRENT

05

SUPPLYX3

What was the total cost for all items (you/your household) purchased for this job in (reference month)?

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

Goto SUPPLYX2

05

SUPPLYX2

What was the total cost for all items (you/your household) purchased for this job in (month)?

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

Goto SUPPLYX1

05

SUPPLYX1

What was the total cost for all items (you/your household) purchased for this job in (last month)?

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

Goto SUPPLYX0

05

SUPPLYX0

What was the total cost for all items (you/your household) purchased for this job in (current month)?

        Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC) 

IF SUPPLYX3 = D or SUPPLYX2 = D or SUPPLYX1 = D or SUPPLYX0 = D then goto SUPPLYX

ELSE goto TOOLRENT

05

SUPPLYX

Since the first of (reference month), what was the total cost of all  items (you/your household) purchased for this job?

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

Goto TOOLRENT

05

TOOLRENT

Since the first of (reference month), have (you/you or any members of your household) RENTED any tools or equipment for doing this job?

       Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)


1. Yes
2. No

1: Goto TOOLRTX3

2,DK,RF: Goto REIMBRS

05

TOOLRTX3

What was the total cost for all items (you/your household) rented for this job in (reference month)?

        Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

Goto TOOLRTX2

05

TOOLRTX2

What was the total cost for all items (you/your household) rented for this job in (month)?

        Prop Description  Work Desc 
       (WRKDESC)         (PRP5DESC) 

Goto TOOLRTX1

05

TOOLRTX1

What was the total cost for all items (you/your household) rented for this job in (last month)?

        Prop Description  Work Desc 
       (WRKDESC)         (PRP5DESC) 

Goto TOOLRTX0

05

TOOLRTX0

What was the total cost for all items (you/your household) rented for this job in (current month)?

        Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

IF (TOOLRTX3 = D or TOOLRTX2 = D or TOOLRTX1 = D or TOOLRTX0 = D ) then goto TOOLRTX

ELSE goto REIMBRS

05

TOOLRTX

Since the first of (reference month), what was the total cost for all items (you/your household) rented for this job?

        Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC)

Goto REIMBRS

05

REIMBRS

Was or will any of the total cost of this job be reimbursed or paid by someone outside of your household? 

        Prop Description  Work Desc 
       (WRKDESC)         (PRP5DESC) 



1. Yes
2. No

1: Goto REIMBRSZ

2,DK,RF: IF BUSCREEN = 2 then goto ANY5MORE
ELSE goto CRMBSNSD

05

REIMBRSZ

What percent of the total cost was or will be reimbursed or paid by someone outside of your household?

        Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC) 

1-99,DK,RF: IF.BUSCREEN = 2 then goto ANY5MORE
ELSE goto CRMBSNSD

100: Goto ERR2_REIMBRSZ

05

CRMBSNSD

Were or will any of these expenses for this job be deducted as a business expense?

        Prop Description  Work Desc
       (WRKDESC)         (PRP5DESC) 



1. Yes
2. No

1: Goto CRMBSNSZ

2,DK,RF: Goto ANY5MORE

05

CRMBSNSZ

What percent was or will be deducted?

        Prop Description  Work Desc 
       (WRKDESC)         (PRP5DESC) 

1-99,DK,RF: Exit block and goto ANY5MORE

100: Goto ERR2_CRMBSNSZ

05

ANY5MORE

Did you have any other expenses for ^S5_desc?

        Prop Description  Work Desc 
       (WRKDESC)         (PRP5DESC)

         


1. Yes
2. No

Goto CRB_ITEM, next row

05

ADVMATER

  11-12

Since the first of (reference month), excluding this month, have (you/you or any members of your household)  purchased
any materials or supplies for JOBS NOT YET STARTED?       


1. Yes
2. No

1: Goto ADVDESC
2,DK,RF: Goto MATNSPEC

05

ADVDESC

What kind of job will the materials be used for?

               
  Enter a brief description.

Goto JOBCODE

05

JOBCODE

 11-12    ? [F1]

  
  Select a job type below.

1. Homes under construction
2. Building an addition
3. Finishing a basement
4. Remodeling
5. Landscaping
6. Build outdoor patios
7. Repair outdoor patios
8. Painting/wallpapering
9. Plastering or paneling
10. Plumbing
11. Electrical work
12. Heat or air conditioning
13. Flooring installation/repair/replacement
14. Insulation
15. Roofing, gutters or downspouts
16. Siding
17. Install/Repair/Replace windows, etc
18. Masonry, brick or stucco
19. Other improvements or repairs

Goto ADVMATX

05

ADVMATX

What was the total cost of these materials and supplies?

Goto S5ACMB_S

05

S5ACMB_S

  Enter 'C'  for a combined expense

C: Goto S5A_COMB

Empty: Goto MATNSPEC

05

S5A_COMB

 11-12    ? [F1]

What other work will be included in this job?

      
  Enter all that apply, separate with commas.


1. Homes under construction
2. Building an addition
3. Finishing a basement
4. Remodeling
5. Landscaping
6. Building outdoor patios
7. Repair outdoor patios
8. Painting/wallpapering
9. Plastering or paneling
10. Plumbing
11. Electrical work
12. Heat or air conditioning
13. Flooring installation/repair/replacement
14. Insulation
15. Roofing, gutters or downspouts
16. Siding
17. Install/Repair/Replace windows, etc
18. Masonry, brick or stucco
19. Other improvements or repairs
77. Misc. combined (unable to specify/DK)

Goto MATNSPEC

05

MATNSPEC

Since the first of (reference month), excluding this month, have (you/you or any members of your household) purchased
any materials or supplies NOT FOR ANY SPECIFIC JOB?      


1. Yes
2. No

1: Goto MATNSPCX

2,DK,RF: Goto S5_END

05

MATNSPCX

What was the total cost?

Goto S5_END

06A

S6A_INTRO

 14

Now I am going to ask about the purchase or rental of major household appliances.  
Please include any shipping and handling charges with the cost of any item that was shipped.


     
     Description  Type        Month    Amount  
       (MAJTYPE)   (Purchased/ (MAJ_MO) (MAJPURX/
                    Rented)              MAJRENTX)


1. Enter 1 to Continue

Goto APA_ITEM

06A

APA_ITEM

 14    ? [F1]

Since the first of (reference month), have (you/you or any members of your household)
purchased or rented any of the following items for your household
or for someone outside of your household?

      
  Read each item on list.     
      
     

1. Microwave oven
2. Cooking stove, range or oven
3. Range hood
4. Refrigerator or home freezer
5. Built-in dishwasher
6. Portable dishwasher
7. Garbage disposal
8. Clothes washer or dryer
99. None/No more entries
888. Delete the line

1-8: goto MAJTYPE

99: Goto S6A_END

888: IF no more grid lines then goto S6A_END
ELSE goto APA_ITEM - next line of grid

06A

MAJTYPE

What did you purchase(or rent/ )?                             
                    
      
  Enter brief description of the item

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX

Goto GFTC_MAJ

06A

GFTC_MAJ

     Was this item - 

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX


1. Purchased for someone inside the household?
2. ^S6ARENT
3. Purchased for someone outside your household?

1,3,DK,RF: Goto MAJ_MO

2: Goto MAJ_AMOUNT

06A

MAJ_MO

       When did you purchase it?

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto MAJ_AMOUNT

06A

MAJ_AMOUNT

(What was the total rental expense since the first of (reference month) not including (current month

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX

1-999999: Goto MAJTAX

DK,RF: Goto INSTALL

06A

MAJTAX

 Did this include sales tax?

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX


1. Yes
2. No

Goto INSTALL

06A

INSTALL

Were there any extra charges for installation or delivery?

        Include charges for disposal of old appliances.

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX
   

1. Yes
2. No

1: Goto MAJINSTX

2,DK,RF: Goto MAJCMB_S

06A

MAJINSTX

How much?

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX

Goto MAJCMB_S

06A

MAJCMB_S

  Enter 'C' for a combined expense.

C: Goto MAJCMB

empty: Goto MAJOTHER

06A

MAJCMB

 14    ? [F1]

What other appliances is the (Appliance description) combined with?

    
   Enter all that apply, separate with commas


1. Microwave oven
2. Cooking stove, range or oven
3. Range hood
4. Refrigerator or home freezer
5. Built-in dishwasher
6. Portable dishwasher
7. Garbage disposal
8. Clothes washer or dryer
77. Misc. combined (unable to specify/DK)

Goto MAJOTHER

06A

MAJOTHER

Did you purchase(or rent/ ) any other (Appliance Description)?

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX 


1. Yes
2. No

1: Goto APA_ITEM, next row of grid

2,DK,RF: IF Row number = 7 then goto S6A_END
ELSE goto APA_ITEM, next row of grid

06B

S6B_INTRO

 15 - 20

Now I am going to ask about expenses for the purchase or rental of household appliances and other selected items.  Please include any shipping and handling charges with the cost of any item that was shipped.

Description  Type        Month    Amount  
MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
            Rented)             MINRENTX)


1. Enter 1 to Continue

Goto APB_ITEM

06B

APB_ITEM


SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
15   ? [F1]

Since the first of (reference month), have (you/you or any members of your household) purchased or rented any of the following items?


  Read each item on list


SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

  16    ? [F1]

Have (you/you or any members of your household) purchased or rented any -- 

     
  Read each item on list


SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

  17   ? [F1]

Have (you/you or any members of your household)  purchased or rented any --

    
  Read each item on list     



SCREEN 4 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
18   ? [F1]

Have (you/you or any members of your household) purchased or rented any --

    
  Read each item on list    


Screen 5----------------------------------------------------------------------------------------
19   ? [F1]

Have (you/you or any members of your household) purchased or rented any --

           
  Read each item on list   

                                                                    
 Screen 6----------------------------------------------------------------------------------------
20   ? [F1]

Have (you/you or any members of your household) purchased any --

      
  Read each item on list.     
      
     

1. Small electrical kitchen appliances
2. Electrical personal care appliances
3. Electrical floor cleaning equipment
4. Other household appliances
5. Sewing machines
6. GPS devices, calculators, and fax machines
7. Digital book readers or tablets
8. Computer software including computer games^FOR_NON_BUS
10. Computer accessories
11. Portable memory, such as flash drives, memory cards, and recordable discs and tapes
12. Video game hardware or accessories
13. Telephones or accessories
14. Photographic equipment
15. Musical instruments, supplies, or accessories
16. Lawn mowing machinery or other yard equipment
17. Power tools
18. Non-power tools
19. Window air conditioners
20. Portable cooling or heating equipment
21. Televisions, all types including those installed in vehicles
22. DVD players, VCRs, DVRs, or video cameras
23. Satellite dishes, receivers or accessories
24. Handheld personal music players
25. Stereos, radios, speakers, and sound components, including those installed in vehicles
26. Other sound or video equipment, including accessories
27. General sports equipment (exclude athletic shoes for sports related use, such as football, baseball, soccer or bowling)
28. Health and exercise equipment
29. Camping equipment
30. Hunting and fishing equipment, including all guns
31. Winter sports equipment
32. Water sports equipment
33. Outboard motors
34. Bicycles or bicycle equipment
35. Tricycles or battery powered riders
36. Playground equipment
37. Other sports or recreation equipment
95. Continue list
99. None/No more entries
888. Delete the line

1-37: Goto MINTYPE

95: Goto APB_ITEM - next line of grid

99: Goto S6B_END

888: IF no more grid lines then goto S6B_END
ELSE goto APB_ITEM - next line of grid

06B

MINTYPE

What did you purchase(or rent/ )?

    
  Enter a brief description of item.

      (* Report items such as flash drives, memory cards, recordable discs, and tapes as code 13, Portable memory cards, recordable discs, and tapes as cod


                  Description  Type        Month    Amount  
                  (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                               Rented)              MINRENTX)

Goto GFTCMIN

06B

GFTCMIN

Was this item ...

  

1. Purchased for someone inside the household?
2. ^S6BRENT
3. Purchased for someone outside your household?

1,3,DK,RF: Goto MIN_MO

2: Goto MIN_AMOUNT

06B

MIN_MO

When did you purchase it?

                 Description  Type        Month    Amount  
                  (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                               Rented)              MINRENTX)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto MIN_AMOUNT

06B

MIN_AMOUNT

(What was the total rental expense since the first of (reference month) not including (current month)?/What did it cost?)   

  
Description  Type      Month    Amount  
  MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
               Rented)             MINRENTX          

1-999999: Goto MINTAX

DK,RF: Goto MINCMB_S

06B

MINTAX

Did this include sales tax?

                 Description  Type        Month    Amount  
                  (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                               Rented)              MINRENTX)



1. Yes
2. No

Goto MINCMB_S

06B

MINCMB_S

  Enter 'C' for a combined expense.

C: Goto MINCMB

empty: IF APB_ITEM = 8, 21, 23, 25, or 26 then goto INSTLSCR
ELSE goto S6BOTHER

06B

MINCMB

15-20   ?[F1]

What other item is the (Item description) combined with?

    
  Enter all that apply, separate with commas.


1. Small electric kitchen appliances
2. Electric personal care appliances
3. Electric floor cleaning equipment
4. Other household appliances
5. Sewing machines
6. GPS devices, calculators, and fax machines
7. Digital book readers or tablets
8. Computers, computer systems, or related hardware
9. Computer software including computer games^FOR_NON_BUS
10. Computer accessories
11. Portable memory such as flash drives, memory cards, and recordable discs and tapes
12. Video game hardware or accessories
13. Telephones or accessories
14. Photographic equipment
15. Musical instruments, supplies, or accessories
16. Lawn mowing machinery, or other yard equipment
17. Power Tools
18. Non-power tools
19. Window air conditioners
20. Portable cooling or heating equipment
21. Televisions, all types including those installed in vehicles
22. DVD Players, VCRs, DVRs, or video cameras
23. Satellite dishes, receivers or accessories
24. Handheld personal music players
25. Stereos, radios, speakers, and sound components, including those installed in vehicles
26. Other sound or video equipment including accessories
27. General sports equipment (exclude athletic shoes for sports related use, such as football, baseball, soccer or bowling)
28. Health and exercise equipment
29. Camping equipment
30. Hunting and fishing equipment, including all guns
31. Winter sports equipment
32. Water sports equipment
33. Outboard motors
34. Bicycles or bicycle equipment
35. Tricycles or battery powered riders
36. Playground equipment
37. Other sports or recreation equipment
77. Misc. combined (unable to specify/DK)

IF ITEM = 8, 21, 23, 25, 26 then goto INSTLSCR
ELSE goto S6BOTHER

06B

INSTLSCR

Were there any additional charges for installation or set-up?

         Description  Type        Month    Amount
         (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                      Rented)              MINRENTX)


1. Yes
2. No

1: Goto INSTLLEX

2,DK,RF: IF INTNMBR = 4 AND ITEM = 21 AND (INTPER = 201607, 201608, 201609, 201406, 201407 or 201409) then goto TVSTORE
ELSE goto MORE

06B

INSTLLEX

How much?

          Description  Type        Month    Amount
          (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                       Rented)              MINRENTX)


1-99999: IF INSTLLEX lt 40 or gt 1000 then goto ERR1_INSTLLEX
ELSEIF INTNMBR = 4 AND ITEM = 21 AND (INTPER = 201607, 201608, 201609, 201406, 201407 or 201409) then goto TVSTORE
ELSE goto MORE

DK,RF: IF INTNMBR = 4 AND ITEM = 21 AND (INTPER = 201607, 201608, 201609, 201406, 201407 or 201409)) then goto TVSTORE
ELSE goto MORE

06B

TVSTORE

Where did you purchase this television?

Enter store, website, or company name
If purchased from a private individual, enter "private individual."

IF ENTRY contains ".com", ".Com", ".cOm", ".coM", ".COm", ".CoM", ".cOM", or ".COM", then goto MORE

ELSEIF ENTRY = DK or RF then goto MORE

ELSE goto TVPURCH

06B

TVPURCH

Ask if not apparent

Was this purchased online or in-person?

1. Online
2. In person

1,DK,RF: Goto MORE

2: Goto TVPURLOC

06B

TVPURLOC

Where is ^TVSTORE_fill located?

Enter city and state

Goto MORE

06B

S6BOTHER

Did you purchase(or rent/ ) any other (description)?

  
                 Description  Type        Month    Amount  
                  (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                               Rented)              MINRENTX)



1. Yes
2. No

1: Goto APB_ITEM, next line on the grid

2,DK,RF: IF row number = 34 then goto S6B_END
ELSE goto APB_ITEM, next line on the grid

07

S7_INTRO

  21

Now I will ask about expenditures for household item maintenance or repairs and service contracts.

  
  Description  Month     Amount 
   (RPRDESC)   (SRVCMOB) (REPAIRX)

1. Enter 1 to Continue

Goto EQB_ITEM

07

EQB_ITEM

  21   ? [F1]

Since the first of (reference month), did (you/you or any members of your household) have any expenses for service contracts, maintenance, or repairs for any of the following items?

  
  Read each item on list


1. Garbage disposal, range hood, or built-in dishwasher
2. Other household appliances, such as washer, refrigerator, or range/oven
3. Television, radio, video, or sound equipment, including those installed in autos or other vehicles
4. Computers, computer systems, or related equipment for non-business use
5. Lawn or garden equipment
6. Musical instruments or accessories
7. Hand or power tools
8. Photographic equipment
9. Sport or recreational equipment
10. Termite or pest control
11. Heating or air conditioning service contracts
99. None/No more entries
888. Delete the line

1-11: Goto RPRDESC

95: Goto next row

99: Goto S7_END

888: IF ROW number = 13 then goto S7_END
ELSE goto APB_ITEM - next line of grid

07

RPRDESC

What did the service contract(or repair/ ) cover?

   Description   Month     Amount   
   (RPRDESC)    (SRVCMOB) (REPAIRX)

Goto SRVCMOB

07

SRVCMOB

In what month was the expense?

   Description   Month     Amount   
   (RPRDESC)    (SRVCMOB) (REPAIRX)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto REPAIRX

07

REPAIRX

What was the total cost?

   Description   Month     Amount   
   (RPRDESC)    (SRVCMOB) (REPAIRX)

1-999999: Goto REPAIRTX

DK,RF: Goto RPRCB_S

07

REPAIRTX

Did this include sales tax?

   Description   Month     Amount   
   (RPRDESC)    (SRVCMOB) (REPAIRX)


1. Yes
2. No

Goto RPRCB_S

07

RPRCB_S

     Enter 'C' for a combined expense.

C: Goto REPAIRCM

Empty: Goto RPRMORE

07

REPAIRCM

 21    ? [F1]

What other service contracts, maintenance, or repairs was ^RPRMORE_FILL combined with?

      
   Enter all that apply, separate with commas

 
   Description   Month     Amount   
   (RPRDESC)    (SRVCMOB) (REPAIRX)


1. Garbage disposal, range hood, or built-in dishwasher
2. Other household appliances, such as washer, refrigerator, or range/oven
3. Television, radio, video, or sound equipment, including those installed in autos or other vehicles
4. Computers, computer systems, or related equipment for non-business use
5. Lawn or garden equipment
6. Musical instruments or accessories
7. Hand or power tools
8. Photographic equipment
9. Sport or recreational equipment
10. Termite or pest control
11. Heating or air conditioning service contracts
77. Misc. Combined (unable to specify/DK)

Goto RPRMORE

07

RPRMORE

Did you pay for any other (service contracts, maintenance, or repairs/service contracts) for (Description)?


   Description   Month     Amount   
   (RPRDESC)    (SRVCMOB) (REPAIRX)


1. Yes
2. No

1: Goto EQB_ITEM, next line on grid

2,DK,RF: IF ROW number = 13 then goto S7_END
ELSE goto EQB_ITEM, next line on grid

08A

S8A_INTRO

 22-25

Now I am going to ask about expenses for home furnishings and related household items.
Please include any shipping and handling charges with the cost of any item that was shipped.

          Item        Month    Amount   
          (FURNDESC) (FURNMO) (FURNPURX)


    


1. Enter 1 to Continue

Goto FRA_ITEM

08A

FRA_ITEM

SCREEN 1 -----------------------------------------------------------------------------

22    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) purchased for (you/your household) or for someone outside of your household any --
  
       
  Read each item on list
          
  

SCREEN 2 ------------------------------------------------------------------------------

 23    ? [F1]
                                  
Have (you/you or any members of your household) purchased any --

     
  Read each item on list

SCREEN 3 -------------------------------------------------------------------------------

 24    ?[F1]

Have (you/you or any members of your household) purchased any --

     
  Read each item on list



SCREEN 4 -------------------------------------------------------------------------------

 25    ? [F1]

Have (you/you or any members of your household) purchased any --

     
  Read each item on list

      

1. Sofas?
2. Living room chairs?
3. Living room tables?
4. Ping-pong, pool tables or other similar recreation room items?
5. Other living room, family, or recreation room furniture including desks, wall units, and shelving?
6. Living room furniture combinations?
7. Dining room or kitchen furniture?
8. Mattresses or box springs?
9. Bedroom furniture other than mattresses or box springs?
10. Infants furniture?
11. Infants equipment?
12. Patio, portch, or outdoor furniture?
13. Barbeque grills or outdoor decorative items?
14. Office furniture for home use?
15. Lamps, lighting fixtures, or ceiling fans?
16. Other household decorative items?
17. Closet and storage items?
18. Travel items including luggage?
19. Stainless, silver, or other flatware?
20. Non-electric cookware?
21. Dishes, glasses, or serving pieces?
22. Bedroom linens?
23. Bathroom linens?
24. Kitchen, dining room, or other linens?
25. Slipcovers, decorative pillows, or cushions?
26. Rugs or other non-permanent floor coverings, including carpet squares?
27. Curtains or drapes?
28. Blinds, shades, or other window coverings?
95. Continue
99. None/No more entries
888. Delete the line

1-28: Goto FURNDESC

95: Goto next row

99: Goto S8A_END

888: IF ROW number = 34 then goto S8A_END
ELSE goto FRA_ITEM - next line of grid

08A

FURNDESC

What did you purchase?

           Item      Month     Amount                          
          (FURNDESC)(FURNMO)  (FURNPURX)

Goto FURNMO

08A

FURNMO

In what month did you purchase it?

             Item      Month     Amount                          
            (FURNDESC)(FURNMO)  (FURNPURX)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto FURNGFTC

08A

FURNGFTC

Was this purchased for your household or for someone outside of your household?

                 Item         Month      Amount
                (FURNDESC)   (FURNMO)   (FURNPURX)


1. For use by household
2. For someone outside the household

Goto FURNPURX

08A

FURNPURX

What was the purchase price?

 
           Item      Month     Amount                          
          (FURNDESC)(FURNMO)  (FURNPURX)

1-999999: Goto FRNPURTX

DK,RF: Goto S8ACMB_S

08A

FRNPURTX

Did this include sales tax?

           Item      Month     Amount                          
          (FURNDESC)(FURNMO)  (FURNPURX)


1. Yes
2. No

Goto S8ACMB_S

08A

S8ACMB_S

  Enter 'C' for a combined expense.

C: Goto S8A_CMB

Empty: Goto ANYOTH8

08A

S8A_CMB

 22-25    ?[F1]

What was combined with fill for COMBCODE?

                Enter all that apply, separate with commas.
 

                    Item      Month     Amount  
                   (FURNDESC)(FURNMO)  (FURNPURX)


1. Sofas
2. Living room chairs
3. Living room tables
4. Ping-pong, pool tables or other similar recreation room items
5. Other living room, family, or recreation room furniture including desks, wall units, and shelving
6. Living room furniture combinations
7. Dinning room or kitchen furniture
8. Mattresses or box springs
9. Bedroom furniture other than mattresses or box springs
10. Infants furniture
11. Infants equipment
12. Patio, porch, or outdoor furniture
13. Barbeque grills or outdoor decorative items
14. Office furniture for home use
15. Lamps, lighting fixtures, or ceiling fans
16. Other household decorative items
17. Closet and storage items
18. Travel items including luggage
19. Stainless, silver or other flatware
20. Non-electric cookware
21. Dishes, glasses, or serving pieces
22. Bedroom linens
23. Bathroom linens
24. Kitchen, dining room, or other linens
25. Slipcovers, decorative pillows or cushions
26. Rugs or other non-permanent floor coverings, including carpet squares
27. Curtains or drapes
28. Blinds, shades or other window coverings
77. Misc. Combined (unable to specify/DK)

Goto ANYOTH8

08A

ANYOTH8

Did you purchase any other (description)?

 
           Item      Month     Amount                          
          (FURNDESC)(FURNMO)  (FURNPURX)


1. Yes
2. No

1: Goto FRA_ITEM, next line of grid

2,DK,RF: IF ROW number = 34 then goto S8_END
ELSE goto FRA_ITEM, next line of grid

08B

FURNRNTL

Since the first of (reference month), have (you/you or any members of your household) rented or leased any furniture?

1. Yes
2. No

1: Goto FURNRNTX

2,DK,RF: Goto REPFURN

08B

FURNRNTX

What was the total expense?

Goto FRNRNTCX

08B

FRNRNTCX

How much of the total amount was spent this month?

Goto REPFURN

08B

REPFURN

Since the first of (reference month), have (you/you or any members of your household) had any expenses for repairing, refinishing or reupholstering furniture, including the cost for fabric?

1. Yes
2. No

1: Goto REPFURNX

2,DK,RF: Goto S8B_END

08B

REPFURNX

What was the total expense?

Goto REPFRNCX

08B

REPFRNCX

How much of the total amount was spent this month?

Goto S8B_END

09A

S9A_INTRO

 26-27     

Now I am going to ask about clothing, footwear, and accessories, for infants, children, and adults.  You may find it helpful to refer to receipts, credit card statements or other records to answer the questions.  Please include any shipping and handling charges with the cost of any item that was shipped.
  
    Description   Name      Month       Amount   
   (CLODESCA)    (CLONAME) (CLOTHMOA)  (CLOTHXA)


1. Enter 1 to Continue

Goto CLA_ITEM

09A

CLA_ITEM

SCREEN 1 ---------------------------------------------------------------------------
26   ? [F1]

Since the first of (reference month), have (you/you or any members of your household) 
purchased any of the following items either for members of your household or
for someone outside your household?

            
    Read each item on list.

SCREEN 2 ----------------------------------------
27    ? [F1]

Have (you/you or any members of your household) purchased any --

            
  Read each item on list.


1. Coats, jackets or furs
2. Sport coats, tailored jackets, or blazers
3. Suits
4. Vests
5. Shirts, sweaters, blouses, or tops
6. Pants, jeans or shorts
7. Dresses
8. Skirts
9. Undergarments
10. Hosiery
11. Nightwear or loungewear
12. Accessories
13. Swimsuits or warm-up or ski suits
14. Uniforms, for which the cost is not reimbursed
15. Costumes
16. Footwear, including athletic footwear
17. Diapers
18. Layettes
19. Watchers
20. Jewelry
95. Continue List
99. None/No more entries
888. Delete the line

1-20: Goto CLODESCA

95: Goto next row

99: Goto S9A_END

888: IF no more rows then goto S9A_END
ELSE goto CLA_ITEM - next row of the table

09A

CLODESCA

What did you buy?

 
       Describe briefly the item purchased.

            Description  Name      Month       Amount 
            (CLODESCA)  (CLONAME) (CLOTHMOA)  (CLOTHXA)

Goto CLOINOUT

09A

CLOINOUT

Was this (were these) purchased for someone inside or outside of your household?


1. Inside your household
2. Outside your household
3. Both inside and outside your household

1: IF CLA_ITEM = 1-18 then goto FORWHOM
ELSE goto CLOTHMOA

2,3: IF CLA_ITEM = 1-18 then goto FOROUTCU
ELSE goto CLOTHMOA

DK,RF: Goto CLOTHMOA

09A

FORWHOM

For whom was it purchased?

     
  Enter all that apply, separate with commas.

1. ActiveCU[1]
2. ActiveCU[2]
3. ActiveCU[3]
4. ActiveCU[4]
5. ActiveCU[5]
6. ActiveCU[6]
7. ActiveCU[7]
8. ActiveCU[8]
9. ActiveCU[9]
10. ActiveCU[10]
11. ActiveCU[11]
12. ActiveCU[12]
13. ActiveCU[13]
14. ActiveCU[14]
15. ActiveCU[15]
16. ActiveCU[16]
17. ActiveCU[17]
18. ActiveCU[18]
19. ActiveCU[19]
20. ActiveCU[20]
21. ActiveCU[21]
22. ActiveCU[22]
23. ActiveCU[23]
24. ActiveCU[24]
25. ActiveCU[25]
26. ActiveCU[26]
27. ActiveCU[27]
28. ActiveCU[28]
29. ActiveCU[29]
30. ActiveCU[30]
77. Don't Know

IF more than 1 person is selected then goto CLONAME

ELSE goto CLOTHMOA

09A

FOROUTCU

For whom was this purchased?

     Enter all age/sex categories that apply to the purchase, separate with commas.


40. Male 16 and over
41. Female 16 and over
42. Male 2-15
43. Female 2-15
44. Children under 2 years old
77. Don't know

40-44,77: Goto CLONAME

RF: Goto CLOTHMOA

09A

CLONAME

       Enter name of person(s).

Goto CLOTHMOA

09A

CLOTHMOA

When did you purchase it?

       (* Enter 13 for same amount each month/ )

            Description  Name     Month       Amount 
            (CLODESCA)  (CLONAME) (CLOTHMOA)  (CLOTHXA)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. ^S09_13Option

Goto CLOTHXA

09A

CLOTHXA

(What is your monthly expense?/How much did it cost?)

          Description  Name      Month       Amount 
          (CLODESCA)  (CLONAME) (CLOTHMOA)  (CLOTHXA)


1-999999: Goto CLOTHTXA

DK,RF: Goto CLOCMBA_S

09A

CLOTHTXA

Did this include sales tax?

          Description  Name      Month       Amount 
          (CLODESCA)  (CLONAME) (CLOTHMOA)  (CLOTHXA)



1. Yes
2. No

Goto CLOCMBA_S

09A

CLOCMBA_S

  Enter 'C' for a combined expense.

C: Goto COMBCODE

EMPTY: IF INTNMBR = 4 AND (ITEM = 2 or 3) AND (INTPER = 201607, 201608, 201609, 201406, 201407 or 201409) then goto CLASTORE
ELSE goto MORE

IF anything other than a 'C' or the enter key is entered, goto CK_C

09A

CLOCMBA

 26-27    ? [F1]

     What other clothing is  (Clothing purchase description) combined with?

    
   Enter all that apply, separate with commas.


           Description  Name      Month       Amount 
           (CLODESCA)  (CLONAME) (CLOTHMOA)  (CLOTHXA)


1. Coats, jackets or furs
2. Sport coats, tailored jackets, or blazers
3. Suits
4. Vests
5. Shirts, sweaters, blouses, or tops
6. Pants, jeans, or shorts
7. Dresses
8. Skirts
9. Undergarments
10. Hosiery
11. Nightware or loungewear
12. Accessories
13. Swimsuits or warm-up or ski suits
14. Uniforms, for which the cost is not reimbursed
15. Costumes
16. Footwear, including athletic footwear
17. Diapers
18. Layettes
19. Watches
20. Jewelry
77. Misc. combined (unable to specify/DK)

IF INTNMBR = 4 AND (ITEM = 2 or 3) AND (INTPER = 201607, 201608, 201609, 201406, 201407 or 201409) then goto CLASTORE

ELSE goto MORE

09A

CLASTORE

Where did you purchase this (Entry in CLODESCA)?

Enter store, website, or company name
If purchased from a private individual, enter "private individual."

IF ENTRY contains ".com", ".Com", ".cOm", ".coM", ".COm", ".CoM", ".cOM", or ".COM", then goto MORE

ELSEIF ENTRY = DK or RF then goto MORE

ELSE goto CLAPURCH

09A

CLAPURCH

Ask if not apparent

Was this purchased online or in-person?

1. Online
2. In person

1,DK,RF: Goto MORE

2: Goto CLPURLOC

09A

CLPURLOC

Where is ^CLASTORE_fill located?

Enter city and state

Goto MORE

09A

CLOMOREA

Did you purchase any other (description)?

           Description  Name      Month       Amount 
           (CLODESCA)  (CLONAME) (CLOTHMOA)  (CLOTHXA)



1. Yes
2. No

1: Goto CLA_ITEM, next row in the table

2,DK,RF: IF row number = 84 then goto S9A_END
ELSE goto CLA_ITEM, next row in the table

09B

S9D_INTRO

 28   

Now I am going to ask about expenditures for clothing services.

    Description   Month       Amount   
   (CLODESCD)    (CLOTHMOD)  (CLOTHXD)


1. Enter 1 to Continue

Goto CLD_ITEM

09B

CLD_ITEM

 28    ? [F1]

Have (you/you or any members of your household) had expenses for any of the following, either for members of your household
or for someone outside your household?
      
           
  Read each item on list.


1. Repair, alteration or tailoring for clothing and accessories
2. Shoe repair or other shoe services
3. Watch or jewelry repair
4. Clothing or accessory rental
5. Clothing storage outside the home
99. None/No more entries
888. Delete the line

1-5: Goto CLODESCD

99: Goto S9D_END

888: IF no more row then goto S9D_END
ELSE goto CLD_ITEM - next row in the table

09B

CLODESCD

What kind of service was this?

    
  Describe briefly the service.


             Description   Month     Amount
            (CLODESCD)    (CLOTHMOD) (CLSRVCX)
 

Goto CLSVGFTC

09B

CLSVGFTC

Was this service for (you/your household) or for someone outside your household?

            Description    Month      Amount
            (CLODESCD)    (CLOTHMOD) (CLSRVCX)

 


1. Your household
2. Someone outside your household

Goto CLOTHMOD

09B

CLOTHMOD

When did you purchase this service?

 
           Description   Month      Amount
           (CLODESCD)    (CLOTHMOD) (CLSRVCX)
 


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto CLSRVCX

09B

CLSRVCX

How much did it cost?

            Description    Month      Amount
            (CLODESCD)    (CLOTHMOD) (CLSRVCX)

 

1-999999: Goto CLSRVCTX

DK,RF: Goto CLOCMBD_S

09B

CLSRVCTX

Did this include sales tax?

            Description    Month      Amount
            (CLODESCD)    (CLOTHMOD) (CLSRVCX)



1. Yes
2. No

Goto CLOCMBD_S

09B

CLOCMBD_S

  Enter 'C' for a combined expense.

C: Goto CLOCMBD

Empty: Goto CLOMORED

09B

CLOCMBD

 28    ? [F1] 

     What other clothing services is 
     (Clothing Service Description) combined with?

    
  Enter all that apply, separate with commas.

 
             Description   Month      Amount
            (CLODESCD)    (CLOTHMOD) (CLSRVCX)



1. Repair, alteration or tailoring for clothing and accessories
2. Shoe repair or other shoe services
3. Watch or jewelry repair
4. Clothing or accessory rental
5. Clothing storage outside the home
77. Misc. combined (unable to specify/ DK)

Goto CLOMORED

09B

CLOMORED

Did you have any other expenses for (Clothing Service Description)?

             Description   Month      Amount
            (CLODESCD)    (CLOTHMOD) (CLSRVCX)

 


1. Yes
2. No

1: Goto CLD_ITEM next row in the table

2,DK,RF: IF ROW number = 10 then goto S9D_END
ELSE goto CLD_ITEM next row in the table

10

S10_INTRO

 29

Now I am going to ask about expenses for vehicle rentals and leases.

   Vehicle number  Vehicle year  Vehicle make/model  Business
   (LSDNUM)        (MODELYR)     (MKMD_SCR)          (ANYBUSIN)


1. Enter 1 to Continue

Goto RLV_ITEM in BSect10L1 Block

10

RLV_ITEM

SCREEN 1 ------------------------------------------------------------------------------------
  29    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) rented any automobiles, trucks, vans, minivans, or SUVs, which were not used entirely for business?  Do not include leased vehicles.



SCREEN 2 --------------------------------------------------------------------------
  29    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) rented any other types of vehicles which were not used entirely for business?

 IF YES -  
     
     Did you rent any -


1. Automobiles, trucks, vans, minivans, or SUVs
2. Motor homes
3. Trailer-type campers
4. Other attachable-type campers
5. Motorcycles, motor scooters, or mopeds (motorized bicycles)
6. Boats, with motor
7. Boats, without a motor
8. Trailers other than a camper type, such as for a boat or cycle
9. Private aircraft
10. Other vehicles
95. Continue list
99. None/No More Entries
888. Delete the Line

1-10: Goto ANYVACAT

95: Goto RLV_ITEM - next row

99: IF no vehicles on inventory chart or all vehicles
have 8500.LSD_STAT = 3 then exit block and goto LSD_ITEM
ELSE exit block and goto the TblInventory block

888: IF no more table rows THEN if no vehicles on inventory chart or all vehicles have 8500.LSD_STAT = 3 then exit block and goto LSD_ITEM
else exit block and goto the TBLINVENTORY block
ELSE goto RLV_ITEM - next row of table

10

ANYVACAT

Was the (description) rented solely for use on a vacation, overnight
trip, or a trip of 75 miles or more one way?


1. Yes
2. No

Goto RENTEXPX

10

RENTEXPX

Since the first of (reference month), not including (current month), what has been your expense for renting this vehicle?

IF BUSCREEN = 2 then goto RENT_MORE

ELSE goto ANYBSNRM

10

ANYBSNRM

Were or will any of the rental expenses be deducted as business expenses, reimbursed, or paid by someone outside of the household?


1. Yes
2. No

1: Goto BSNSPCTZ

2,DK,RF: Goto RENT_MORE

10

BSNSPCTZ

What percent of the total expense will this cover?

1-99,DK,RF: Goto RENT_MORE

100: Goto ERR2_BSNSPCTZ

10

RENT_MORE

Did you rent any other (description)? 


1. Yes
2. No

1: Goto RLV_ITEM

2,DK,RF: IF row number = 10 then
IF no vehicles on inventory chart or all vehicles have 8500.LSD_STAT = 3 then exit block and goto LSD_ITEM
ELSE exit block and goto TblInventory block
ELSE goto RLV_ITEM

10

LVIHAVE

Now I am going to ask about leased vehicles you mentioned previously.

Are you still leasing the  (model year) (vehicle make and model)?

     
   If the vehicle was purchased at the end of the lease, collect the new vehicle in Section 11.


   Vehicle Number  Vehicle Year  Vehicle Make/Model  Business
   (LSDNUM)        (MODELYR)     (MKMD_SCR)         (ANYBUSIN)


1. Yes
2. No

1,DK,RF: Goto S10INV_END

2: Goto LVIENDMO

10

LVIENDMO

What month was the lease terminated?

   Vehicle Number  Vehicle Year  Vehicle Make/Model  Business
   (LSDNUM)        (MODELYR)     (MKMD_SCR)         (ANYBUSIN)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto TERMFEE

10

TERMFEE

? [F1]

Were any fees incurred at the termination of the lease?

   Vehicle Number  Vehicle Year  Vehicle Make/Model  Business
   (LSDNUM)        (MODELYR)     (MKMD_SCR)         (ANYBUSIN)



1. Yes
2. No

1: Goto TERMFEEX

2,DK,RF: Goto S10INV_END

10

TERMFEEX

How much?

   Vehicle Number  Vehicle Year  Vehicle Make/Model  Business
   (LSDNUM)        (MODELYR)     (MKMD_SCR)         (ANYBUSIN)

Goto S10INV_END

10

LSD_ITEM

Since the first of (reference month), have (you/you or any members of your household) (made any lease payments or/ ) begun leasing any automobiles, trucks, vans, minivans, or SUVs not used entirely for business?


1. Automobiles, trucks, vans, minivans, or SUVs
99. None/No more entries
888. Delete the line

1: Goto MODELYR

99: Goto S10_END

888: IF no more rows then goto S10_END
ELSE goto LSD_ITEM - next row of the table

10

MODELYR

      Ask if necessary

What is the model year of the vehicle?

1900-current year + 1: IF MODELYR gt (current year + 1) then goto CK_MODELYR
ELSE goto MKMD_SCR

DK,RF: Goto MKMD_SCR

10

MKMD_SCR

What is the make and model of this vehicle?

  
  If vehicle make and model is not  found, key X

X: Goto OTHMODEL

30 characters besides X, DK, RF: IF BUSCREEN = 2 then goto NUMPAY

ELSE goto ANYBUSIN

10

OTHMODEL

  Specify other make and model

IF BUSCREEN = 2 then goto NUMPAY
ELSE goto ANYBUSIN

10

ANYBUSIN

Is it used for business?


1. Yes
2. No

1: Goto PRCBSNSZ

2,DK,RF: Goto NUMPAY

10

PRCBSNSZ

What percentage of the mileage is counted as a business expense?

1-99,DK,RF: Goto NUMPAY

100: Goto ERR2_PRCBSNSZ

10

NUMPAY

What was the number of payments contracted for?

1-999: G goto PMTMONTH

DK,RF: Goto PMTMONTH

10

PMTMONTH

In what month was or will the first payment be made?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto PMTYEAR

10

PMTYEAR

In what year was or will the first payment be made?

Goto PAYEXPX

10

PAYEXPX

(What is your monthly payment amount?/What is the amount of each payment?)

IF NUMPAY lt 12 then goto PAYTIME

ELSE goto ANYEXTRA

10

PAYTIME

What period is covered by each payment?  


1. Week
2. 2 Weeks
3. Month
4. Quarter
5. Semiannually
6. Annually
7. One time payment
8. Other

1: goto ANYEXTRA

2: goto ANYEXTRA

3: goto ANYEXTRA

4: goto ANYEXTRA

5: goto ANYEXTRA

6: goto ANYEXTRA

7: ANYEXTRA

8: goto PAYOTH

DK,RF: goto ANYEXTRA

10

PAYOTH

  Specify:

Goto ANYEXTRA

10

ANYEXTRA

Does the payment include any charges other than the lease amount such as auto insurance or maintenance?


1. Yes
2. No

1: Goto EXTRAEXP

2,DK,RF: Goto ANYEMPLY

10

EXTRAEXP

How much of the payment is for these extra charges?

Goto ANYEMPLY

10

ANYEMPLY

Is any of the ($ (amount in PAYEXPX) ) lease payment paid by an employer?

1. Yes
2. No

1: Goto EMPLYEXP

2,DK,RF: Goto ANYTRADE

10

EMPLYEXP

How much?

Goto ANYTRADE

10

ANYTRADE

Was a trade-in allowance received?

1. Yes
2. No

1: Goto TRADEEXP

2,DK,RF: Goto ANYDOWN

10

TRADEEXP

How much?

Goto ANYDOWN

10

ANYDOWN

Was a cash down payment made?

  
  Read if necessary -

     Your lease agreement may list this as a capitalized cost reduction.


1. Yes
2. No

1: Goto DOWNEXP

2,DK,RF: Goto ANYHAVE

10

DOWNEXP

How much?

Goto ANYDNEMP

10

ANYDNEMP

Was any portion of the cash down payment paid by an employer?


1. Yes
2. No

1: Goto DNEMPEXP

2,DK,RF: Goto ANYHAVE

10

DNEMPEXP

How much?

Goto ANYHAVE

10

ANYHAVE

Are you still leasing this vehicle?

     
  If the vehicle was purchased at the end of the lease, collect the new vehicle in Section 11.

1. Yes
2. No

1,DK,RF: Goto ANYOTH

2: Goto LSDENDMO

10

LSDENDMO

In what month was the lease terminated?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto LSDENDYR

10

LSDENDYR

In what year was the lease terminated?

Goto ANYFEES

10

ANYFEES

? [F1]

Were any fees incurred at the termination of the lease?


1. Yes
2. No

1: Goto FEESEXP

2,DK,RF: Goto ANYOTH

10

FEESEXP

How much?

Goto ANYOTH

10

ANYOTH

Did you lease any other automobiles, trucks, vans, minivans, or SUVs?

1. Yes
2. No

1: IF ROW number = 6 then goto ERR_MAX
ELSE goto LSD_ITEM, next row

2,DK,RF: Exit block and goto S10_END

11

S11_INTRO

29

Now I'm going to ask about owned vehicles.

          ^S11_prechart


1. Enter 1 to Continue

IF there are vehicles on the chart with 8500.OVB_STAT ne 3 then goto OVAHAVE

ELSE goto OVB_ITEM

11

OVAHAVE

(Do/Does) (you/your household) still have the (Car Description)?

        ^S11_prechart


1. Yes
2. No

1,DK,RF: Goto OVAHAVE for next appropriate vehicle on chart, if no more vehicles exit block and goto OVB_ITEM

2: Goto VEHDISP

11

VEHDISP

How did you dispose of the (Car description)?


1. Sold
2. Traded in
3. Given away or donated to someone outside the household, including students away at school
4. Totaled (damaged beyond repair)
5. Stolen
6. Other

1-5,DK,RF: Goto VDISPMO

6: Goto DISPOTHV

11

DISPOTHV

  Specify:

Goto VDISPMO

11

VDISPMO

In what month was it (sold/traded in/given away to someone outside the CU/damaged beyond repair/stolen/disposed of)?


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

IF VEHDISP = 1 then goto SALEX
ELSEIF VEHDISP = 2, 3, 6, DK or RF then goto LOANSTAT
ELSEIF VEHDISP = 4 or 5 then goto REIMBURS

11

SALEX

How much did you sell it for?

Goto LOANSTAT

11

REIMBURS

Were you reimbursed for the value of the (Car description)?


1. Yes
2. No

1: Goto REIMBURX

2,DK,RF: Goto EXREIMB

11

REIMBURX

How much did you receive?

Goto LOANSTAT

11

EXREIMB

Do you expect to be reimbursed for the value of the (Car description)?


1. Yes
2. No

1: Goto EXREIMBX

2,DK,RF: Goto LOANSTAT

11

EXREIMBX

How much will you receive?

Goto LOANSTAT

11

LOANSTAT

Were there any outstanding loans on the (Car description) when it was (sold/traded in/given away to someone outside the CU/damaged beyond repair/stolen/disposed of)?


1. Yes
2. No

1: Goto FINPAYMT

2,DK,RF: IF no more vehicles, exit block and goto OVB_ITEM
ELSE goto OVAHAVE next line on grid

11

FINPAYMT

Were any final payments made on the loan?


1. Yes
2. No

1: Goto FINPAYMX

2,DK,RF: IF no more vehicles, exit block and goto OVB_ITEM
ELSE goto OVAHAVE next line on grid

11

FINPAYMX

How much was the final payment?

IF no more vehicles, exit block and goto OVB_ITEM

ELSE goto OVAHAVE next line on grid

11

OVB_ITEM

29    ? [F1]

SCREEN 1A -----------------------------------------------------------------------------------

(Since the first of (REF_MONTH), (have/has) (you/your household) purchased or acquired any vehicle that is not used entirely for business? Include th

   
IF YES - What kind of vehicle was it?



SCREEN 1B ----------------------------------------------------------------------------

(Do/Does) (you/your household) own any automobiles, trucks, minivans, vans or SUV's which were not used entirely for business?



SCREEN 2 ------------------------------------------------------------------------------------

(Do/Does) (you/your household) own any other types of vehicles including boats and planes which are not used entirely for business?

       IF YES-  Read each item on list
     
              Do you own any. . .

     
SCREEN 3-------------------------------------------------------------------------

(Have/Has) (you/your household) purchased any (other/ ) vehicles since the first of  (reference month) for someone outside of your household?

IF YES -

      What kind of vehicle(s) did you purchase?



SCREEN 4 ---------------------------------------------------------------------------

(Have/Has) (you/your household) disposed of (any/any automobiles or) other vehicles since the first of (reference month)?

    IF YES - 

         Which kind of vehicle(s) did you dispose of?


1. ^AutoOrTruck
2. Motor home
3. Trailer-type camper
4. Other attachable-type camper
5. Motorcycle, motor scooter, or moped (motorized bicycle)
6. Boat, with motor
7. Boat, without a motor
8. Trailer other than a camper type, such as for a boat or cycle
9. Private aircraft
10. Any other vehicle
95. Continue list
99. None/No more entries
888. Delete the line

1: Goto VEHICYR

2-10: IF BUSCREEN = 2 goto VEHNEWU
ELSE goto VEHBSNS

95: Goto OVB_ITEM, next screen

99: Goto S11_END

888: IF no more grid lines goto S11_END
ELSE goto OVB_ITEM - next line of grid

11

VEHICYR

What (was/is) the model year of the vehicle?

Goto MKMDL_SC

11

MKMDL_SC

What  (was/is) the make and model of this vehicle?

    If vehicle make and model is not found, key X.

30 characters: IF MKMDLY(4:5) = XX or ZZ then goto AUTOTRK
ELSE goto FUELTYPE

DK,RF: Goto AUTOTRK

X: Goto OTHMDLY

11

OTHMDLY

   Specify:

Goto AUTOTRK

11

AUTOTRK

Is this vehicle an automobile or a truck, minivan, van or SUV?


1. Automobile
2. Truck, van, minivan, or SUV

Goto FUELTYPE

11

FUELTYPE

Is it fueled by -

    Read each item on list.

1. Gasoline?
2. Diesel fuel?
3. Hybrid electric power?
4. Other - specify?

1-3,DK,RF: IF BUSCREEN = 2 goto VEHNEWU
ELSE goto VEHBSNS

4: Goto FUELOTH

11

FUELOTH

   Specify:

IF BUSCREEN = 2 goto VEHNEWU
ELSE goto VEHBSNS

11

VEHBSNS

(Was/Is) it used for business?


1. Yes
2. No

1: Goto VEHBSNZ

2,DK,RF: Goto VEHNEWU

11

VEHBSNZ

What percentage of the mileage (was/is) counted as a business expense?

1-99,DK,RF: Goto VEHNEWU

100: Goto ERR2_VEHBSNZ

11

VEHNEWU

Was it new or used when acquired? 


1. New
2. Used

1: IF coming from OVB_ITEM screen 1A, 1B, 2, or 4 then goto VEHGFTC
ELSE goto VEHPURMO

2,DK,RF: IF coming from OVB_ITEM screen 1A, 1B, 2, or 4 then goto VEHGFTC
ELSE goto VPURINDV

11

VEHGFTC

Was this vehicle -

1. Purchase for own use?
2. Purchased for someone outside of your household?
3. Received as a gift?

1,2,DK,RF: IF VEHNEWU = 1 then goto VEHPURMO
ELSE goto VPURINDV

3: IF DISPOSED = 1 then goto VEHDISP
ELSE goto ANYOTHR

11

VPURINDV

Was this vehicle purchased from a private individual?

1. Yes
2. No

IF ITEM = 1-2 or 5 AND VEHGFTC = 3 AND DISPOSED ne 1 then goto ANYOTHR

ELSEIF OVB_ITEM = 1-2 or 5 AND VEHGFTC = 3 AND DISPOSED = 1 then goto VEHDISP

ELSE goto VEHPURMO

11

VEHPURMO

In what month was it purchased?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto VEHPURYR

11

VEHPURYR

In what year was it purchased?

Goto VFINANCE

11

VFINANCE

Was any portion of the purchase price financed?

1. Yes
2. No

1: Goto VLOANST

2,DK,RF: IF VEHPURMO + VEHPURYR is prior to 3 months ago AND DISPOSED = 1 then goto VEHDISP
ELSIF VEHPURMO + VEHPURYR is prior to 3 months ago AND DISPOSED ne 1 then goto ANYOTHR
ELSE goto TRADE

11

VLOANST

On the first of (reference month), were there remaining loan payments?


1. Yes
2. No

1,DK,RF: Goto TRADE

2: IF VEHPURMO + VEHPURYR is prior to 3 months ago AND DISPOSED = 1 then goto VEHDISP
ELSEIF VEHPURMO + VEHPURYR is prior to 3 months ago AND DISPOSED ne 1 then goto ANYOTHR
ELSE goto TRADE

11

TRADE

Was a trade-in allowance received?


1. Yes
2. No

1: Goto TRADEX

2,DK,RF: Goto NETPURX

11

TRADEX

How much?

0-999999: Goto NETPURX

DK,RF: Goto NETPURX

11

NETPURX

What was the amount paid for the vehicle after (trade-in allowance, / ) rebate, and discount?

           Include destination fee in the price.

0-999999: Goto SALESTAX

DK,RF: IF VLOANST = 1 then goto DNPAYMTX
ELSE goto ANYOTHR

11

SALESTAX

Did this include sales tax?

1. Yes
2. No

IF VLOANST = 1 then goto DNPAYMTX
ELSE goto ANYOTHR

11

DNPAYMTX

What was the amount of the cash down payment?

0-999999: Goto VEHEQTLN

DK,RF: Goto VEHEQTLN

11

VEHEQTLN

Was the source of credit a Home Equity Loan?

1. Yes
2. No

Goto PRINCIPX

11

PRINCIPX

How much was borrowed, excluding any interest?

Goto VINTRATE

11

VINTRATE

What was the interest rate?

  
  Enter percent including decimal.

Goto PMT1YR

11

PMT1YR

In what year was or will the first payment be made?

Goto PMT1MO

11

PMT1MO

In what month was or will the first payment be made?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto VEHQPMT

11

VEHQPMT

For how many months was the payment contract?

Goto PAYMENTX

11

PAYMENTX

What is your monthly payment amount?

IF DISPOSED = 1 then goto VEHDISP

ELSE goto ANYOTHR

11

VEHDISP

How did you dispose of the (Car description)?


1. Sold
2. Traded in
3. Given away or donated to someone outside the household, including students away at school
4. Totaled (damaged beyond repair)
5. Stolen
6. Other

1-5,DK,RF: Goto VDISPMO

6: Goto DISPOTHV

11

DISPOTHV

  Specify:

Goto VDISPMO

11

VDISPMO

In what month was it ^Vehdisp_fill?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

IF VEHDISP = 1 then goto SALEX
ELSEIF VEHDISP = 2, 3, 6, DK or RF then goto LOANSTAT
ELSEIF VEHDISP = 4 or 5 then goto REIMBURS

11

SALEX

How much did you sell it for?

Goto LOANSTAT

11

REIMBURS

Were you reimbursed for the value of the (Car description)?


1. Yes
2. No

1: Goto REIMBURX

2,DK,RF: Goto EXREIMB

11

REIMBURX

How much did you receive?

Goto LOANSTAT

11

EXREIMB

Do you expect to be reimbursed for the value of the (Car description)?


1. Yes
2. No

1: Goto EXREIMBX

2,DK,RF: Goto LOANSTAT

11

EXREIMBX

How much will you receive?

Goto LOANSTAT

11

LOANSTAT

Were there any outstanding loans on the (Car description) when it was (sold/traded in/given away to someone outside the CU/damaged beyond repair/stolen/disposed of)?


1. Yes
2. No

1: Goto FINPAYMT

2,DK,RF: Goto ANYOTHR

11

FINPAYMT

Were any final payments made on the loan?

1. Yes
2. No

1: Goto FINPAYMX

2,DK,RF: Goto ANYOTHR

11

FINPAYMX

How much was the final payment?

Goto ANYOTHR

11

ANYOTHR

(Did (you/you household) purchase or acquire any other (vehicle description)?/(Do/Does) (you/your household) own any other (vehicle description)?/Did


1. Yes
2. No

Goto OVB_ITEM, next screen as appropriate

12A

S12A_INTRO

  30

I will now ask about expenses for vehicle services, parts, and equipment.  Please do not include expenses for vehicles used entirely for business.

           Description     Month         Amount
           (VOPDESC)      (VOPMOA)      (VOPEXPX)


1. Enter 1 to Continue

Goto VEQ_ITEM

12A

VEQ_ITEM

30     ? [F1]

     Since the first of (reference month), have (you/you or any members of your household) had
     expenses for any of the following?

          
  Read each item on list

1. Oil change, lubrication, or oil filter
2. Motor tune-up
3. Battery purchases or installation
4. Tire purchases or mounting
5. Tire repair
6. Front end alignment, wheel balancing, or wheel rotation
7. Shock absorber replacement
8. Body work or painting
9. Any other vehicle or engine repairs
10. Vehicle accessories or customizing
11. Other vehicle services, parts, or equipment
12. Vehicle cleaning services including car washes
99. None/No more entries
888. Delete a line

1-12: Goto VOPDESC

99: Goto S12A_END

888: IF no more rows then goto S12A_END
ELSE goto VEQ_ITEM - next row of the table

12A

VOPDESC

What was the expense for?

       Description    Month         Amount
      (VOPDESC)      (VOPMOA)      (VOPEXPX)

IF ITEM = 3, 4, or 5 then goto VOPMOA
ELSE goto VOPLABOR

12A

VOPLABOR

Did this expense include labor?

       Description    Month         Amount
      (VOPDESC)      (VOPMOA)      (VOPEXPX)


1. Yes
2. No

Goto VOPMOA

12A

VOPMOA

In what month did you have this expense?

       Description    Month         Amount
      (VOPDESC)      (VOPMOA)      (VOPEXPX)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto VOPEXPX

12A

VOPEXPX

What was the total cost?

         Description    Month         Amount
        (VOPDESC)      (VOPMOA)      (VOPEXPX)

1-99999: Goto VOPTAX

DK,RF: Goto VOPCMB_C

12A

VOPTAX

Did this include sales tax?


       Description    Month         Amount
      (VOPDESC)      (VOPMOA)      (VOPEXPX)


1. Yes
2. No

Goto VOPCMB_C

12A

VOPCMB_C

 Enter 'C' for combined expense

C: Goto VOPCMB

EMPTY: Goto VOPREIMB

12A

VOPCMB

 30    ?[F1]

What expense was combined with the ^VOPCMB expense?

  Enter all that apply, separate with commas.

      
Description    Month         Amount
      (VOPDESC)      (VOPMOA)      (VOPEXPX)


1. Oil change, lubrication, or oil filter
2. Motor tune-up
3. Battery purchases or installation
4. Tire purchases or mounting
5. Tire repair
6. Front end alignment, wheel balancing, or wheel rotation
7. Shock absorber replacement
8. Body work or painting
9. Any other vehicle or engine repairs
10. Vehicle accessories or customizing
11. Other vehicle services, parts, or equipment
12. Vehicle cleaning services including car washes
77. Misc combined (unable to specify/DK)

Goto VOPREIMB

12A

VOPREIMB

Has any of this expense been, or will any of it be, reimbursed?

       Description    Month         Amount
      (VOPDESC)      (VOPMOA)      (VOPEXPX)

        


1. Yes
2. No

1: Goto VOPRMBXA

2,DK,RF: Goto MOREVEOP

12A

VOPRMBXA

How much?

       Description    Month         Amount
      (VOPDESC)      (VOPMOA)      (VOPEXPX)

 

Goto MOREVEOP

12A

MORE

Did you have any other expenses for (description)?

       Description    Month         Amount
      (VOPDESC)      (VOPMOA)      (VOPEXPX)


1. Yes
2. No

1: Goto VEQ_ITEM, next row of the table

2,DK,RF: IF Row number = 26 then goto S12A_END
ELSE goto VEQ_ITEM, next row of the table

12B

S12B_INTRO

 31

  Drivers licenses, vehicle inspection, vehicle registration, and personal property taxes for vehicles
    collected in the previous interview:



             Description    Month       Amount  
            (VREGDESC)     (VOPMO_C)   (VOPREGX)


1. Enter 1 to Continue

Goto VLR_ITEM

12B

VLR_ITEM

  31    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) had any
expenses for -

           
  Read each item on list         
    


1. Driver's licenses?
2. Vehicle inspection?
3. State vehicle registration?
4. Local vehicle registration?
5. Personal property taxes for vehicles?
99. None/No more entries
888. Delete line

1-5: Goto VREGDESC

99: Goto S12B_END

888: IF no more rows then goto S12B_END
ELSE goto VLR_ITEM - next row of the table

12B

VREGDESC

What was the expense for?

             Description    Month       Amount  
            (VREGDESC)     (VOPMO_C)   (VOPREGX)

Goto VOPMO_C

12B

VOPMO_C

In what month did you have this expense?

             Description    Month       Amount  
            (VREGDESC)     (VOPMO_C)   (VOPREGX)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto VOPREGX

12B

VOPREGX

What was the total amount of the expense?

             Description    Month       Amount  
            (VREGDESC)     (VOPMO_C)   (VOPREGX)

Goto S12BCMB_C

12B

S12BCMB_C

 Enter 'C' for combined expense

C: Goto S12B_CMB

EMPTY: Goto MOREREG

12B

S12B_CMB

 31    ? [F1]

What was combined with the (Description) expense?

    
Enter all that apply, separate with commas

            Description    Month       Amount  
            (VREGDESC)     (VOPMO_C)   (VOPREGX)


1. Driver's license
2. Vehicle inspection
3. State Vehicle registration
4. Local Vehicle registration
5. Personal property taxes for vehicles

Goto MOREREG

12B

MOREREG

Did you have any other (Description) expenses?

            Description    Month       Amount  
            (VREGDESC)    (VOPMO_C)   (VOPREGX)


1. Yes
2. No

1: Goto VLR_ITEM, next row or the table

2,DK,RF: IF ROW number = 11 then goto S12B_END
ELSE goto VLR_ITEM, next row of the table

12C

VOPGASX

? [F1]

Since the first of (reference month) not including this month --

What has been (your/your household's) AVERAGE MONTHLY expense for gasoline and other fuels for all vehicles?

0,RF: Goto VOPOIL

1-9999: Goto VOPDIES

DK: Goto VOPDIES

12C

VOPDIES

? [F1]

Was any of this expense for diesel fuel?


1. Yes
2. No

1: Goto VOPDIESX

2,DK,RF: IF BCeintro.BUSCREEN = 2 AND INTNMBR = 4 AND (INTPER = 201607, 201608, 201609, 201406, 201407 or 201409) then goto GASLOC
ELSEIF BCeintro.BUSCREEN = 2 goto VOPOIL
ELSE goto VOPBSNS

12C

VOPDIESX

How much?

1-9999: IF (VOPDIESX lt 5 or gt 400) then goto ERR1_VOPDIESX
ELSEIF (VOPDIESX gt VOPGASX) then goto CK_VOPDIESX
ELSEIF BCeintro.BUSCREEN = 2 AND INTNMBR = 4 AND ((INTPER = 201607, 201608, 201609, 201406, 201407 or 201409) then goto GASLOC
ELSEIF BCeintro.BUSCREEN = 2 then goto VOPOIL
ELSE goto VOPBSNS

DK,RF: IF BCeintro.BUSCREEN = 2 AND INTNMBR = 4 AND (INTPER = 201607, 201608, 201609, 201406, 201407 or 201409) then goto GASLOC
ELSEIF BCeintro.BUSCREEN = 2 then goto VOPOIL
ELSE goto VOPBSNS

12C

VOPBSNS

Was any of the AVERAGE MONTHLY cost counted as a business expense?

         


1. Yes
2. No

1: Goto VOPBSPER

2,DK,RF: IF INTNMBR = 4 AND (INTPER = 201607, 201608, 201609, 201406, 201407 or 201409) then goto GASLOC

ELSE goto VOPOIL

12C

VOPBSPER

What percentage of the AVERAGE MONTHLY COST was counted as a business expense?

1-99,DK,RF: IF INTNMBR = 4 AND (INTPER = 201607, 201608, 201609, 201406, 201407 or 201409) then goto GASLOC
ELSE goto VOPOIL

100: Goto ERR2_VOPBSPER

12C

GASLOC

From (reference month) through (last month), where did (you/your household) (last/most frequently) purchase gas?

Enter city and state

Goto VOPOIL

12C

VOPOIL

? [F1]

Since the first of (reference month) not including this month --

Have (you/you or any members of your household)
purchased any oil for operating vehicles? 


1. Yes
2. No

1: Goto VOPOILX

2,DK,RF: Goto VOPFLUID

12C

VOPOILX

? [F1]

What was the total cost?

Goto VOPFLUID

12C

VOPFLUID

? [F1]

Since the first of (reference month), not including this month --

Have (you/you or any members of your household) purchased any antifreeze, brake fluid, transmission fluid, windshield wiper fluid, or additives, except if purchased with a tune-up?  


1. Yes
2. No

1: Goto VOPFLUDX

2,DK,RF: Goto VOPPARK

12C

VOPFLUDX

What was the total cost of these purchases?

Goto VOPPARK

12C

VOPPARK

? [F1]

Since the first of (reference month) not including this month --

Have (you/you or any members of your household) had expenses for parking, such as parking garages, parking lot fees, or parking meters?

Do not include expenses that are part of your property ownership or
rental costs, a business expense or expenses that will be totally reimbursed.


1. Yes
2. No

1: Goto VOPPARKX

2,DK,RF: Goto VOPTOLL

12C

VOPPARKX

How much was paid, not including any payments made this month?

Goto VOPTOLL

12C

VOPTOLL

? [F1]

Since the first of (reference month) not including this month, have (you/you or any members of your household) had expenses for - 

      Local tolls or electronic toll passes?


1. Yes
2. No

1: Goto VOPTOLLX

2,DK,RF: Goto VOPDOCK

12C

VOPTOLLX

How much was paid, not including any payments made this month?

Goto VOPDOCK

12C

VOPDOCK

? [F1]

Since the first of (reference month) not including this month, have (you/you or any members of your household) had expenses for -

        Docking and landing fees for boats and planes?


1. Yes
2. No

1: Goto VOPDOCKX

2,DK,RF: Goto VOPPOLCY

12C

VOPDOCKX

How much was paid, not including any payments made this month?

Goto VOPPOLCY

12C

VOPPOLCY

? [F1]

Since the first of (reference month) not including this month, have (you/you or any members of your household) had any expenses for --

Auto repair service policies such as extended warranties?  
Do not include service policies for vehicles used entirely for business.


1. Yes
2. No

1: Goto VOPPLCYX

2,DK,RF: Goto VOPAUTO

12C

VOPPLCYX

How much?

Goto VOPAUTO

12C

VOPAUTO

? [F1]

Since the first of (reference month) not including this month, have (you/you or any members of your household) had any expenses
for --


     Automobile service clubs, such as AAA or services such as OnStar or LoJack?


1. Yes
2. No

1: Goto VOPCLUBX

2,DK,RF: Goto VOPTOW

12C

VOPCLUBX

How much?

Goto VOPTOW

12C

VOPTOW

? [F1]

Since the first of (reference month) not including this month, have (you/you or any members of your household)
had expenses for -


       Towing charges, not already reported?


1. Yes
2. No

1: Goto VOPTOWX

2,DK,RF: Goto TANKGAS

12C

VOPTOWX

How much was paid, not including any payments made this month?

Goto TANKGAS

12C

TANKGAS

? [F1]

Since the first of (reference month) not including this month, have (you/you or any members of your household) had any expenses
for --


        Bottled or tank gas for recreational vehicles, including
        vans, campers, and boats?


1. Yes
2. No

1: Goto TANKGASX

2,DK,RF: Goto S12C_END

12C

TANKGASX

How much?

Goto S12C_END

13A

S13A1_INTRO

  32

Now I am going to ask about your non-health insurance policies.
(Include policies paid by your household for someone outside your household./ ) 

Policy|Insurance  |    |Insurance|Paid|Payroll  |Payment|Paid |Paid
Number|Description|Type| Company | By |Deduction|Period |Total|Month



1. Enter 1 to Continue

IF there are any active Policies listed on the inventory chart (8500.PLCYSTAB ne 1) then goto BSect13A Block

ELSE goto S13A_END

13A

PLCYSTIL

Do (you/you or any members of your household) still have or make payments for the (long term care/life or disability/auto/homeowner's/tenants'/other type of non-health) insurance policy from (Insurance Company)? 

Policy|Insurance  |    |Insurance|Paid|Payroll  |Paid |Paid
Number|Description|Type| Company | By |Deduction|Total|Month


1. Yes
2. No

IF 8500.PREMYOU = 2 then goto S13A_END
ELSE goto INSEX3A

13A

INSEX3A

Since the first of (reference month) have you had any expenses for this policy?

Policy|Insurance  |    |Insurance|Paid|Payroll  |Paid |Paid
Number|Description|Type| Company | By |Deduction|Total|Month



1. Yes
2. No

1: Goto INSEX3AX

2,DK,RF: Goto S13A_END

13A

INSEX3AX

How much was paid?

Policy|Insurance  |    |Insurance|Paid|Payroll  |Paid |Paid
Number|Description|Type| Company | By |Deduction|Total|Month

1-99999: Goto INSEXXA

DK,RF: Goto S13A_END

13A

INSEXXA

How much was paid this month?

Policy|Insurance  |    |Insurance|Paid|Payroll  |Paid |Paid
Number|Description|Type| Company | By |Deduction|Total|Month

Goto S13A_END

13B

INB_ITEM

 32    ? [F1]

(Do ^YOU_ANYMEM have any or pay for any -/Since the first of ^REF_MONTH have ^YOU_ANYMEM purchased o 

    
  Read each item on list


1. Long term care insurance?
2. Life insurance or other policies which provide benefits in case of death or disability?
3. Homeowners' insurance?
4. Renters' insurance?
5. Automobile or other vehicle insurance?
6. Other types of non-health insurance?
99. None/No more entries
888. Delete a line

1-6: Goto INSCOMP

99: Goto S13B_END

888: IF no more rows in the table then goto S13B_END
ELSE goto INB_ITEM - next row of the table

13B

INSCOMP

What is the name of the insurance company for your (long term care/life or disability/homeowners'/tenants'/vehicle/other type of insurance) policy?

     
  Enter name of insurance company, not the insurance agent.

Goto INSDESC

13B

INSDESC

Briefly describe the policy.

IF ITEM = 3 then goto INSPROP
ELSE goto PREMYOU

13B

INSPROP

Which property (ies) does this policy cover?

      Enter number of each property covered, separate with commas.


1. PROPDESC[1]
2. PROPDESC[2]
3. PROPDESC[3]
4. PROPDESC[4]
5. PROPDESC[5]
6. PROPDESC[6]
7. PROPDESC[7]
8. PROPDESC[8]
9. PROPDESC[9]
10. PROPDESC[10]
11. PROPDESC[11]
12. PROPDESC[12]
13. PROPDESC[13
14. PROPDESC[14]
15. PROPDESC[15]
16. PROPDESC[16]
17. PROPDESC[17]
18. PROPDESC[18]
19. PROPDESC[19]
20. PROPDESC[20]
99. Property not owned or rented by the household

Goto PREMYOU

13B

PREMYOU

(Do/Does) (you/your household) pay ANY portion of the premiums for this policy?

1. Yes
2. No

1, DK, RF: Goto PAYDEDPR

2: Goto PREMOUT

13B

PREMOUT

Who pays the policy premiums?

1. An employer or union?
2. Another group or persons outside your household?

Goto S13_S

13B

PAYDEDPR

Are any premiums paid through payroll deductions?


1. Yes
2. No

Goto INSEXPBX

13B

INSEXPBX

Since the first of (reference month), what was (your/your household's) total expense for this insurance policy?
    
   
  Enter the actual amount the household paid.  Do not include any expenses paid for the household by others.

1-99999: Goto INSNEXXB

0,DK,RF: Goto S13_S

13B

INSNEXXB

How much was paid this month?

Goto S13_S

13B

S13_S

  Enter "C" for a combined expense

C: Goto S13CMB

EMPTY: Goto INSMORE

13B

S13CMB

 32    ? [F1]

What other type of policy is the (Insurance type) combined with?

  
  Enter all that apply, separate with commas.


1. Long term care insurance
2. Life insurance or other policies which provide benefits in case of death or disability
3. Homeowners' insurance
4. Renters' insurance
5. Automobile or other vehicle insurance
6. Other types of non-health insurance
77. Misc. combined (unable to specify/DK)

IF 3 is selected then goto COMBPROP
ELSE goto INSMORE

13B

S13CMBPROP

Which property (ies) did this policy cover?

      Enter number of each property covered, separate with commas.


1. PROPDESC[1]
2. PROPDESC[2]
3. PROPDESC[3]
4. PROPDESC[4]
5. PROPDESC[5]
6. PROPDESC[6]
7. PROPDESC[7]
8. PROPDESC[8]
9. PROPDESC[9]
10. PROPDESC[10]
11. PROPDESC[11]
12. PROPDESC[12]
13. PROPDESC[13
14. PROPDESC[14]
15. PROPDESC[15]
16. PROPDESC[16]
17. PROPDESC[17]
18. PROPDESC[18]
19. PROPDESC[19]
20. PROPDESC[20]
99. Property not owned or rented by the household

Goto INSMORE

13B

INSMORE

(Do ^You_Anymem have any or make payments for any other ^inbdescription policy?/Did ^you_Anymem purchase or begin paying for any other ^inbdescritpion


1. Yes
2. No

1: ELSE goto INB_ITEM, next row of the table

2,DK,RF: IF Row number = 100 then goto S13B_END
ELSE goto INB_ITEM, next row of the table

14A

S14A_INTRO

33

Now I am going to ask about health Insurance.

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU


1. Enter 1 to Continue

IF there are any records on the SCIF with 8500.IHB_STAT = 1 then goto BSect14ARow block

ELSE goto S14A_END

14A

HHISTILL

 (Do/Does) (you/your household) still have your (HMO/fee for service/commercial Medicare supplement /special purpose) policy from (insurance company name)?    

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU


1. Yes
2. No

IF 8500.HHIPRYOU = 2 then goto S14A_END
ELSE goto HHIANYPD

14A

HHIANYPD

Since the first of (reference month), have (you/you or any members of your household) made any payments on this policy (including payroll deductions/ )?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU


1. Yes
2. No

1: IF 8500.HHIRPMPD = 1-9 then goto HHILSTTM
ELSE goto HHIRPMPA

2,DK,RF: Goto S14A_END

14A

HHILSTTM

Last time, I recorded that payments are made (periodicity).  Is this still correct?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU


1. Yes
2. No

1: Goto HHIREGXA

2, DK, RF: Goto HHIRPMPA

14A

HHIRPMPA

How often are payments made (including payroll deductions/ )?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU
 


1. Once a week
2. Once every 2 weeks
3. Twice a month
4. Once a month
5. Every 2 months
6. Quarterly (every 3 months)
7. Once every 4 months
8. Twice a year (every 6 months)
9. Once a year
10. Other

1-9: Goto HHIREGXA

10, DK, RF: Goto HHIPDAMT

14A

HHIREGXA

What is the amount currently paid (periodicity)?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU
 

Goto S14A_END

14A

HHIPDAMT

How much was paid since the first of (reference month)?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU

1-99999: Goto HHICMXXA

DK,RF: Goto S14A_END

14A

HHICMXXA

How much of that ($(amount from HHIPDAMT) / ) was paid this month?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU

Goto S14A_END

14B

IHB_ITEM

   33      ? [F1]

^IHBITEM 

  Do not report Medicare Prescription Drug plans (Medicare Part D) here. 
    Medicare Prescription Drug plans are collected in Section 14C.

    


1. Hospitalization or health insurance plans
99. None/No More Entries
888. Delete the Line

1: Goto HINSCMP

99: Goto S14B_END

888: IF no more grid lines then goto S14B_END
ELSE goto IHB_ITEM - next line of grid

14B

HINSCMP

 What is the name of the insurance company for this policy?

                 
  Enter name of insurance company, not the insurance agent

Goto HHIBCBS

14B

HHIBCBS

  Do not read to respondent.
    Is the insurance company Blue Cross/Blue Shield?


1. Yes
2. No

1: Goto HHICOVQ

2: Goto TRICARE

14B

TRICARE

  Do not read to respondent.

    Is the insurance company Tricare?


1. Yes
2. No

Goto HHICOVQ

14B

HHICOVQ

How many household members are/were covered by this policy?

IF TRICARE = 1 goto HHIGROUP
ELSE goto HHICODE

14B

HHICODE

 33    ? [F1]

     What type of insurance plan is it?

          
 Do not include Medicare prescription drug plans in Commercial
              Medicare Supplements.  Medicare prescription drug plans are
              collected in Part C.


1. Health Maintenance Organization
2. Fee for Service Plan
3. Commercial Medicare Supplement
4. Other special purpose plan

1: Goto HHIPOS

2-3,DK,RF: Goto HHIGROUP

4: Goto HHISPECT

14B

HHIPOS

Under normal circumstances, if you go to a doctor who is not part 
of your plan without a referral, will your insurance pay for the cost? 


1. Yes
2. No

Goto HHIGROUP

14B

HHISPECT

? [F1]

Is this special purpose insurance plan -

1. Dental insurance?
2. Vision insurance?
3. Prescription drug insurance?
4. Other type of special purpose health insurance? - Specify

1-3,DK,RF: Goto HHIGROUP

4: Goto OTHINTYP

14B

OTHINTYP

     Specify:

Goto HHIGROUP

14B

HHIGROUP

Was the policy obtained on an individual or group basis?


1. Individually obtained
2. Group through place of employment
3. Group through other organization

1, 3, DK, RF: IF TRICARE = 1 goto HHIPRYOU
ELSE goto PORTAL

2: goto HHIPRYOU

14B

PORTAL

Was the policy obtained through ^ST_PORTAL Healthcare.gov?

1. Yes
2. No

1: goto PORTPLAN

2, DK, RF: goto HHIPRYOU

14B

PORTPLAN

Is this policy a platinum, gold, silver, bronze, or catastrophic plan?

1. Platinum plan
2. Gold plan
3. Silver plan
4. Bronze plan
5. Catastrophic plan

Goto HHIPRYOU

14B

HHIPRYOU

(Do/Does) (you/your household) pay ANY portion of the premiums for this policy?

1. Yes
2. No

1,DK,RF: Goto HHIPRDED

2: Goto HHIPROUT

14B

HHIPROUT

Who pays the policy premiums?

1. An employer or union?
2. Another group or persons outside your household?

IF PORTAL = 1 goto PREMSUBS
ELSE goto HHIMORE

14B

HHIPRDED

Are any premiums paid through payroll deductions?


1. Yes
2. No

Goto HHIRPMXB

14B

HHIRPMXB

How much (do/does) (you/your household) currently spend for (entry for HINSCMP/this plan ) (including payroll deductions/ )?

  Enter dollar amount for premium payments.
    Select time period in next question.
 

Goto HHIRPMPD

14B

HHIRPMPD

  Enter time period for premium payments.


1. Once a week
2. Once every 2 weeks
3. Twice a month
4. Once a month
5. Every 2 months
6. Quarterly (every 3 months)
7. Once every 4 months
8. Twice a year (every 6 months)
9. Once a year
10. Other

1-9: IF PORTAL = 1 goto PREMSUBS
ELSE goto HHIMORE

10,DK,RF: Goto HHIIRGXB

14B

HHIIRGXB

What was the total expense paid for this policy since (reference month)?

Goto HHICMXXB

14B

HHICMXXB

How much was paid this month?

IF PORTAL = 1 goto PREMSUBS
ELSE goto HHIMORE

14B

PREMSUBS

Is the cost of the premium subsidized based on (your/your household's) income?

  Subsidized health coverage is insurance with a reduced premium.  Low
    and middle income families are eligible to receive tax credits that allow
    them to pay lower premiums for insurance bought through healthcare
    exchanges or marketplaces.


1. Yes
2. No

1: goto HHISUBPD

2, DK, RF: goto HHIMORE

14B

HHISUBPD

Is the subsidy paid directly to the health insurance company?

1. Yes
2. No

Goto HHIMORE

14B

HHIMORE

Did you have any other hospitalization or health insurance plans?


1. Yes
2. No

1: IF ROW number = 12 then goto ERR_MAX
ELSE goto IHB_ITEM, next line of grid

2,DK,RF: Goto IHB_ITEM, next line of grid

14C

CHGHHMCR

(Last time you said that you were enrolled in Medicare. Has that changed?/Last time you said that ^8500HHMCRCOV ^MEMBARE2 enrolled in Medicare. Has
        


1. Yes
2. No

1: IF NUMHOUSE gt then goto HHMCRCOV
ELSEIF 8500.HHPARD = 1 goto BUPDATEDPblock
ELSE goto RETPARTD


2,DK,RF: IF 8500.HHPARTD = 1 then goto BUPDATEDP block
ELSE goto RETPARTD

14C

HHMCRENR

 Are (you/you or any members of your household) presently enrolled in Medicare? 
Medicare is the Federal Health Insurance Plan.


1. Yes
2. No

1: If NUMHOUSE = 1 and ((INTNMBR = 2 and RT25.DESIGN = 00) or (INTNMBR = 1) or new CU) goto HHPARTD
Elseif NUMHOUSE = 1 and 8500.HHPARTD = 1 goto BUPDATEDPblock
Elseif NUMHOUSE = 1 goto RETPARTD
Elseif NUMHOUSE gt 1 goto HHMCRCOV

2,DK,RF: IF 8500.MDCDENR = 1 then goto CHGMDCDE
ELSE goto MDCDENR

14C

HHMCRCOV

How many members of your household are covered by Medicare?

IF (INTNMBR = 2 and RT25.DESIGN = 00) OR (INTNMBR = 1) OR new CU
then goto HHPARTD
ELSEIF 8500.HHPARTD = 1 then goto BUPDATEDP block
ELSE goto RETPARTD

14C

STILDRUG

  Is ^NAME still enrolled in a Medicare Prescription Drug plan?

       
  Enter 'YES' if the member changed to a different Medicare Prescription Drug plan.


1. Yes
2. No

1: Goto PREMCHG

2,DK,RF: IF no more members AND there exist values of MEMBNO that do not match any value of 8500.PRTDMBNO then goto RETPARTD
ELSEIF no more members AND 8500.MDCDENR ne 1 then goto MDCDENR
ELSEIF no more members goto CHGMDCDE
ELSE goto next member on 14C_UPDATE

14C

PREMCHG

Is (your/ Name's) premium still (the same/$(DRGPREMX) )?


1. Yes
2. No

1,DK,RF: IF no more members AND there exist values of MEMBNO that do not match any value of 8500.PRTDMBNO, then goto RETPARTD
ELSEIF no more members AND 8500.MDCDENR ne 1 thengoto MDCDENR
ELSEIF no more members then goto CHGMDCDE
ELSE goto STILDRUG for next member

2: Goto PREMCHGX

14C

PREMCHGX

What is (your/ Name's) current premium amount for the Medicare Prescription Drug Plan?

IF no more members AND there exist values of MEMBNO that do not match any value of 8500.PRTDMBNO then goto RETPARTD

ELSEIF no more members AND 8500.MDCDENR ne 1 then goto MDCDENR

ELSEIF no more members goto CHGMDCDE

ELSE goto STILDRUG for next member

14C

RETPARTD

 Have (you/you or any members of your household) enrolled in a Medicare Prescription Drug plan since the first of (reference month)? 
     
  The Medicare Prescription Drug plan is also known as Medicare Part D


1. Yes
2. No

1: IF NUMHOUSE = 1 goto BNEWEDP block
ELSE goto DRUGPLAN

2,DK,RF: IF 8500.MDCDENR = 1 then goto CHGMDCDE
ELSEIF 8500.MDCDENR ne 1 then goto MDCDENR

14C

HHPARTD

 Are (you/you or any members of your household) presently enrolled in a Medicare Prescription Drug plan? 
     
  The Medicare Prescription Drug plan is also known as Medicare Part D


1. Yes
2. No

1: IF NUMHOUSE = 1 then goto BNEWDP block
ELSE goto DRUGPLAN

2,DK,RF: Goto MDCDENR

14C

DRUGPLAN

Who (is enrolled/enrolled) in a Medicare Prescription Drug plan? 

  
  Enter line numbers for all that apply, separate with commas.

1. Person 1
2. Person 2
3. Person 3
4. Person 4
5. Person 5
6. Person 6
7. Person 7
8. Person 8
9. Person 9
10. Person 10
11. Person 11
12. Person 12
13. Person 13
14. Person 14
15. Person 15
16. Person 16
17. Person 17
18. Person 18
19. Person 19
20. Person 20
21. Person 21
22. Person 22
23. Person 23
24. Person 24
25. Person 25
26. Person 26
27. Person 27
28. Person 28
29. Person 29
30. Person 30

1-30: Goto BNEWDP block

DK,RF: Goto MDCDENR

14C

ENROLLYR

In what year did (you/ Name) enroll in the prescription drug plan?

  Enter year of enrollment

IF ENROLLYR gt (current year + 3) then goto CK_ENROLLYR
ELSEIF ENTRY = current year through current year + 2, goto ENROLLMO
ELSEIF ENTRY = previous year AND (CUR_MONTH = 1 (January), 2 (February) or 3 (March)) goto ENROLLMO
ELSE goto DRGPREMX

14C

ENROLLMO

In what month did (you/ Name) enroll in the prescription drug plan?

     
  Enter month of enrollment

Goto DRGPREMX

14C

DRGPREMX

What is the monthly premium for (your/ Name's) Medicare Prescription Drug plan?

              
  Do not include any monthly co-payments paid by the household.

Goto HHDRGSS

14C

HHDRGSS

Is the monthly premium deducted from a Social Security payment?


1. Yes
2. No

IF no more line numbers AND 8500.MDCDENR ne 1 then goto MDCDENR

ELSEIF no more line numbers then goto CHGMDCDE

ELSE goto ENROLLMO for the next line number entered in DRUGPLAN

14C

CHGMDCDE

(Last time you said that you were enrolled in Medicaid. Has that changed?/Last time you said that ^8500MDCDCOV ^MEMBARE enrolled in Medicaid. Has th         

1. Yes
2. No

1: IF NUMHOUSE gt 1 then goto MDCDCOV
ELSEIF 8500.OTHMED = 1 then goto STLOTHMD
ELSE goto OTHMED

2,DK,RF: IF 8500.OTHMED = 1 then goto STLOTHMD
ELSE goto OTHMED

14C

MDCDENR

Are (you/you or any members of your household) enrolled in Medicaid^MDCDSTfill?


1. Yes
2. No

1: IF NUMHOUSE gt 1 then goto MDCDCOV
ELSEIF 8500.OTHMED = 1 then goto STLOTHMD
ELSE goto OTHMED

2,DK,RF: IF 8500.OTHMED = 1 then goto STLOTHMD
ELSE goto OTHMED

14C

MDCDCOV

How many members of your household are covered by Medicaid^MDCDSTfill?

ELSEIF 8500.OTHMED = 1 then goto STLOTHMD

ELSE goto OTHMED

14C

STLOTHMD

  33   ? [F1]

Are (you/you or any members of your household) still covered by a plan such as VA Medical, CHAMPVA, CHIP^ST_CHIP, or Indian Health Service (IHS)?


1. Yes
2. No

Goto S14C_END

14C

OTHMED

  33    ? [F1]

Are (you/you or any members of your household) covered by a plan such as VA Medical, CHAMPVA, CHIP^ST_CHIP, or Indian Health Service (IHS)?


1. Yes
2. No

1: IF NUMHOUSE gt 1 goto OTHMDCOV
ELSE goto S14C_END

2, DK, RF: Goto S14C_END

14C

OTHMDCOV

How many members of your household are covered by these plans?

Goto S14C_END

15A

S15A_INTRO

   34-35

Now I am going to ask some questions about medical payments and reimbursements.  I will begin with your payments.

By payments I mean any co-pays and out-of-pocket expenses.  
Include all payments, even those for persons who are outside of your household.

 
                   Description   Amount    Month                 
                   (MEDPDESC)    (MEDPMTX) (MEDPMTMO)



1. Enter 1 to Continue

Goto MDB_ITEM

15A

MDB_ITEM

SCREEN 1--------------------------------------------------------------
  34   ? [F1]

Since the first of (reference month), have (you/you or any members of your household) made any payments for the following?

    
  Read each item on list

SCREEN 2 -------------------------------------------------------------------------
  35  ? [F1]

Have (you/you or any members of your household) made any payments for --
       
Read each item on list

1. Eye examinations, treatment, or surgery
2. Purchase of eye glasses or contact lenses
3. Dental care
4. Hospital room or hospital services
5. Services by medical professionals other than physicians
6. Physician services
7. Lab tests or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14. Purchase or rental of supportive or rehabilitative equipment
15. Purchase or rental of medical or surgical equipment for general use
95. Continue List
99. None/No more entries
888. Delete a line

1-15: Goto MEDPDESC

95: Goto next ROW

99: Goto S15A_END

888: IF no more rows then goto S15A_END
ELSE goto MDB_ITEM - next row of the table

15A

MEDPDESC

           Ask if not apparent

   Describe the care/service/item.

 
                   Description   Amount    Month                 
                   (MEDPDESC)    (MEDPMTX) (MEDPMTMO)

IF MDB_ITEM = 14 or 15 then goto MEDPPRNT
ELSE goto MEDPGFTC

15A

MEDPPRNT

         Ask if not apparent

Was this for a purchase or rental? 

                  Description    Amount    Month  
                  (MEDPDESC)    (MEDPMTX) (MEDPMTMO)


1. Purchase
2. Rental

Goto MEDPGFTC

15A

MEDPGFTC

     Ask if not apparent

 (Was/Were) the (description) for a member of your household or someone outside of your household?

    
 
                   Description   Amount    Month                 
                   (MEDPDESC)    (MEDPMTX) (MEDPMTMO)


1. Household member
2. Non-household member

Goto MEDPMTMO

15A

MEDPMTMO

  In what month was(were) the payment(s) made?

   ( * Enter 13 for same amount each month of the reference period./ ) 

 
                   Description   Amount    Month                 
                   (MEDPDESC)    (MEDPMTX) (MEDPMTMO)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. ^S15_13Option

Goto MEDPMTX

15A

MEDPMTX

(What was the total amount paid in (month)?/What was the total amount paid?/What is your monthly expense?)

                   Description   Amount    Month                 
                   (MEDPDESC)    (MEDPMTX) (MEDPMTMO)

Goto MEDPCB_S

15A

MEDPCB_S

  Enter 'C' for a combined expense

C: Goto MEDPCMB

EMPTY: Goto MEDPMORE

15A

MEDPCMB

34-35   ? [F1]

What is (description) combined with?

        Enter all that apply, separate with commas

  
          Description    Amount    Month
          (MEDPDESC)    (MEDPMTX) (MEDPMTMO)


1. Eye examinations, treatments, or surgery
2. Purchase of eye glasses or contact lenses
3. Dental care
4. Hospital room or hospital services
5. Services by medical professionals other than physicians
6. Physician services
7. Lab tests or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14. Purchase or rental of supportive or rehabilitative equipment
15. Purchase or rental of medical or surgical equipment for general use
77. Misc. combined (unable to specify/DK)

Goto MEDPMORE

15A

MEDPMORE

Did (you/you or any members of your household) make any other payments for (description)?
 
             
Description   Amount    Month 
             (MEDPDESC)    (MEDPMTX) (MEDPMTMO)



1. Yes
2. No

1: IF ROW number = 40 then goto ERR_MAX
ELSE goto MDB_ITEM, next line on the grid

2,DK,RF: IF ROW number = 40 then goto S15A_END
ELSE goto MDB_ITEM, next line on the grid

15B

S15B_INTRO

  34-35

Now I am going to ask some questions about your reimbursements.

By reimbursements I mean any money received for any members of your household from an insurance company, medical care provider or non-household member for medical expenses which you previously paid or will pay. 

Do not include reimbursements from any consumer-driven health plans such as Flexible Spending Accounts (FSA), Health Reimbursement Accounts (HRA), Health Savings Accounts (HSA), High Deductible Health Plans (HDHP), or Medical Savings Accounts (MSA).

                       Description  Amount    Month     
                      (MEDRDESC)   (MEDRMBX) (MEDRMBMO)


1. Enter 1 to Continue

Goto MDC_ITEM

15B

MDC_ITEM

SCREEN 1 ---------------------------------------------------------------------------------------

 34-35    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) received any medical reimbursements for the items I just asked about?

                      
  IF YES - What did you get reimbursed for?

                      
  Read each item on list
                                                                                            
SCREEN 2 ----------------------------------------------------------------------------------------
35     ? [F1]

Have you received any reimbursements for -- 

                         Read each item on list


1. Eye examinations, treatment, or surgery
2. Purchase of eye glasses or contact lenses
3. Dental care
4. Hospital room or hospital services
5. Services by medical professionals other than physicians
6. Physician services
7. Lab tests or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14. Purchase or rental of supportive or rehabilitative equipment
15. Purchase or rental of medical or surgical equipment for general use
95. Continue List
99. None/No more entries
888. Delete a line

1-15: Goto MEDRDESC

95: Goto next ROW

99: Goto S15B_END

888: IF no more grid lines then goto S15B_END
ELSE goto MDC_ITEM - next line of grid

15B

MEDRDESC

     Ask if not apparent

   Describe the care/service/item.

                       Description  Amount    Month     
                      (MEDRDESC)   (MEDRMBX) (MEDRMBMO)

IF ITEM = 14 or 15 then goto MEDRPRNT
ELSE goto MEDRGFTC

15B

MEDRPRNT

         Ask if not apparent

Was this for a purchase or rental? 

 
                 Description  Amount    Month     
                 (MEDRDESC)   (MEDRMBX) (MEDRMBMO)



1. Purchase
2. Rental

Goto MEDRGFTC

15B

MEDRGFTC

     Ask if not apparent

 (Was/Were) the (description) for a member of your household or someone outside of your household?

                   Description  Amount    Month     
                  (MEDRDESC)   (MEDRMBX) (MEDRMBMO)
    
    


1. Household member
2. Non-household member

Goto MEDRMBMO

15B

MEDRMBMO

In what month was(were) the reimbursement(s) received?

                   Description  Amount    Month     
                  (MEDRDESC)   (MEDRMBX) (MEDRMBMO)



1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto MEDRMBX

15B

MEDRMBX

What was the total amount received (in month)?

                   Description  Amount    Month     
                  (MEDRDESC)   (MEDRMBX) (MEDRMBMO)

Goto MEDRCB_S

15B

MEDRCB_S

  Enter 'C' for a combined reimbursement

C: Goto MEDRCMB

EMPTY: Goto MEDRMORE

15B

MEDRCMB

   34-35   ? [F1]

What other medical reimbursement is (description) combined with?

      Enter all that apply, separate with commas

                   
Description  Amount    Month     
                  (MEDRDESC)   (MEDRMBX) (MEDRMBMO)



1. Eye examinations, treatments, or surgery
2. Purchase of eye glasses or contact lenses
3. Dental care
4. Hospital room or hospital services
5. Services by medical professionals other than physicians
6. Physician services
7. Lab tests or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14. Purchase or rental of supportive or rehabilitative equipment
15. Purchase or rental of medical or surgical equipment for general use
77. Misc. combined (unable to specify/DK)

Goto MEDRMORE

15B

MEDRMORE

Did (you/you or any members of your household) receive any other reimbursements for (description)?

                   Description  Amount    Month     
                  (MEDRDESC)   (MEDRMBX) (MEDRMBMO)


1. Yes
2. No

1: IF ROW number = 22 then goto ERR_MAX
ELSE goto MDC_ITEM, next line of grid

2,DK,RF: IF ROW number = 22 then goto S15B_END
ELSE goto MDC_ITEM, next line of grid

16

EDA_INTRO

 36

Now I am going to ask about education expenses.  Please
include any direct payments made for any members of your
household or for anyone outside your household and any payments you
made online or had automatically deducted.

     
  Do NOT include payments made on student loans

            Description  Type      Month      Amount  
            (EDUDESC)   (EDSHL_A) (EDMONTHA) (EDEXOXA)

 


1. Enter 1 to Continue

Goto EDA_ITEM

16

EDA_ITEM

 36    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) paid for any -

    
   Read each item on list.
     
   Baby sitting and in home day care are collected in Section 19A
    
   Do not include payments on student loans.  They are collected in Section 22.

1. Recreational lessons or other instructions?
2. Preschool or child day care centers?
3. Tuition, including pre-paid tuition?
4. Housing while attending school?
5. Food or board while attending school?
6. Private school bus service?
7. Test preparation or tutoring services?
8. Purchase of any school books, supplies, or equipment which has not already been reported?
9. Other school related expenses not already reported?
99. None/No more entries
888. Delete the line

1-9: Goto EDUDESC

99: Goto S16_END

888: IF no more grid lines then goto S16_END
ELSE goto EDA_ITEM - next line of grid

16

EDUDESC

What was the expense for?

            Description  Type      Month      Amount  
            (EDUDESC)   (EDSHL_A) (EDMONTHA) (EDEXOXA)

Goto EDUCGFTC

16

EDUCGFTC

Was this expense for?

            Description  Type      Month      Amount  
            (EDUDESC)   (EDSHL_A) (EDMONTHA) (EDEXOXA)



1. Someone inside the household?
2. Someone outside the household?

IF ITEM = 3 or 8 then goto EDSCHL_A
ELSE goto EDMONTHA

16

EDSCHL_A

        Ask if not apparent.

What kind of school or facility was it?


            Description  Type      Month      Amount  
            (EDUDESC)   (EDSHL_A) (EDMONTHA) (EDEXOXA)

       


1. College or university
2. Elementary through high school
3. Child day care center
4. Nursery school or preschool
5. Vocational or technical school
6. Other

Goto EDMONTHA

16

EDMONTHA

In what month was the payment made?

   
   Enter 13 for same amount each month of the reference period.

            Description  Type      Month      Amount   
            (EDUDESC)   (EDSHL_A) (EDMONTHA) (EDEXOXA)



1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. Same amount each month.

Goto EDEXOXA

16

EDEXOXA

(How much was paid?/How much is paid monthly?)

            Description  Type      Month      Amount 
            (EDUDESC)   (EDSHL_A) (EDMONTHA) (EDEXOXA)

Goto EDUCMB_S

16

EDUCMB_S

    Enter 'C' for a combined expense

C: Goto EDUCMB

EMPTY: Goto EDREIMB

16

EDUCMB

36    ? [F1]

What was combined with (Description)?

      
  Enter all that apply, separate with commas

            Description  Type      Month      Amount  
            (EDUDESC)   (EDSHL_A) (EDMONTHA) (EDEXOXA)

    


1. Recreational lessons or other instructions
2. Preschool or child day care centers
3. Tuition, including pre-paid tuition
4. Housing while attending school
5. Food or board while attending school
6. Private school bus service
7. Test preparation or tutoring services
8. Purchase of any school books, supplies, or equipment which has not already been reported
9. Other school related expenses not already reported
77. Misc. combined (unable to specify/DK)

Goto EDREIMB

16

EDREIMB

Has any of this amount been or will any of it be reimbursed
by an employer, agency, or other person?

       
  Do not include reimbursements from dependent flexible spending accounts (FSA).

            Description  Type      Month      Amount  
            (EDUDESC)   (EDSHL_A) (EDMONTHA) (EDEXOXA)



1. Yes
2. No

1: Goto EDREIMBX

2,DK,RF: Goto EDUMORE

16

EDREIMBX

How much was or will be reimbursed?

       Do not include reimbursements from dependent flexible spending accounts (FSA).

             Description Type      Month      Amount  
            (EDUDESC)   (EDSHL_A) (EDMONTHA) (EDEXOXA)

Goto EDUMORE

16

EDUMORE

Did you make any other payments for (Description)?

            Description  Type      Month      Amount  
            (EDUDESC)   (EDSHL_A) (EDMONTHA) (EDEXOXA)



1. Yes
2. No

1: IF ROW number = 34 then goto ERR_MAX
ELSE goto EDA_ITEM, next line of grid

2,DK,RF: IF ROW number = 34 then goto S16_END
ELSE goto EDA_ITEM, next line of grid

17

SUB_INTRO

 37-38

Now I am going to ask about expenses for subscriptions, memberships, books, and entertainment.  Please remember to include any payments you made online or had automatically deducted.  Also, include any shipping and handling charges with the cost of any item that was shipped.

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)


1. Enter 1 to Continue

Goto SUB_ITEM

17A

SUB_ITEM

SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 

 37    ? [F1]

Since the first of (reference month) have (you/you or any members of your household) had any membership costs or other expenses related to any of the following?  Do not include contributions to or membership in religious, professional, business, or other tax deductible organizations.

            
  Read each item on list.
     

SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 37    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) purchased any of the following items for your household or for someone outside your household?

    
  Read each item on list


SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 38    ? [F1]

Have you purchased any - 

    
  Read each item on list
     
  Report blank tapes, CDs, and DVDs in Section 6B under item code 11


1. Golf courses or country clubs
2. Health clubs, fitness centers, swimming pools, weight loss centers, or other sports or recreational organizations
3. Fees for participating in sports such as golf, bowling, biking, hockey, football, or swimming
4. Vacation clubs
5. Civic, service, fraternal, or other social organizations
6. Credit card membership fees
7. Shopping club memberships including warehouse clubs like Sam's Club and discount memberships like Amazon Prime
8. Direct or online dating services
9. Single or season tickets to spectator sports events such as football, baseball, hockey racing, or track events
10. Single or season tickets to plays, operas, or concerts
11. Tickets to movies, parks, or museums
12. Single copies of newspapers, magazines, or periodicals, including digital
13. Subscriptions to newspapers, magazines, or periodicals, including digital
14. Books purchased through a book club
15. Books or digital books not purchased through a book club. Do not include school books or reference books.
16. Photographic film or disposable cameras
17. Photo printing or processing
18. Purchased music files, CDs, or records
19. Subscription music services such as Rhapsody or Pandora
20. Purchased video files, Blu-Ray discs, or DVDs
21. Rented video files or DVDs
22. Streaming video subscription
23. Purchased video games, not including computer games
24. Rented video games
25. Applications, games, or ringtones for a cellphone or mobile device not already reported
26. Online games or other internet entertainment sites
95. Continue list
99. None/No more entries
888. Delete the line

1-26: Goto SUBDESC

95: Goto next row

99: Goto S17A_END

888: IF no more grid lines goto S17A_END
ELSE goto SUB_ITEM - next line of grid

17A

SUBDESC

(Description)

fill for SUBDESC

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)

Goto S17GFTCA

17A

S17GFTCA

Was this purchase for your household or someone outside your household?

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)



1. For household
2. For someone outside your household

Goto SUBMO

17A

SUBMO

In what month did you have this expense?

(* Enter 13 for same amount each month of the reference period/ )

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)



1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. ^S17_13Option

Goto SUBEXPX

17A

SUBEXPX

(What was the total amount of this expense?/What is ^YR_YRCUS monthly expense?) ((Include shipping and handling fees./ ))

(Include ticket/admission service fees and surcharges/ )

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)


IF ITEM = 18, 20, 21, 22, or 25, goto C

ELSEIF INTNMBR = 4 AND (ITEM = 11) AND (INTPER = 201607,
201608, 201609, 201406, 201407 or 201409)
then goto TICSTORE

ELSE goto MORE

17A

S17ACM_S

  Enter a 'C' for a combined expense.

       
Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)

C: goto S17ACMB
empty: goto S17AOTHR

17A

S17ACMB

  38    ? [F1]

What other expense is the (description) combined with?

         Enter all that apply, separate with commas.

       
Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)



18. Purchased music files, CDs, or records
20. Purchased video files, Blu-Ray discs, or DVDs
21. Rented video files or DVDs
22. Streaming video subscriptions
25. Applications, games, or ringtones for a cellphone or mobile device not already reported

Goto S17AOTHR

17A

TICSTORE

Where did you purchase these tickets?

Enter store, website, or company name
If purchased from a private individual, enter "private individual."

IF ENTRY contains ".com", ".Com", ".cOm", ".coM", ".COm", ".CoM", ".cOM", or ".COM", then goto MORE

ELSEIF ENTRY = DK or RF then goto MORE

ELSE goto TICPURCH

17A

TICPURCH

Ask if not apparent

Was this purchased online or in-person?

1. Online
2. In person

1,DK,RF: Goto MORE

2: Goto TICLOC

17A

TICLOC

Where is ^TICSTORE_fill located?

Enter city and state

Goto MORE

17A

S17AOTHR

Did  you (purchase/pay for renting/pay for) any other (description)?

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)



1. Yes
2. No

1: IF ROW number = 40 then goto ERR_MAX
ELSE goto SUB_ITEM, next line of grid

2,DK,RF: Goto SUB_ITEM, next line of grid

18A

ANYOUTSD

Now I am going to ask about trips and vacations.  
Since the first of (reference month) have (you/you or any members of your household) taken any trips entirely 
paid for by anyone outside your household,  such as a business, employer, or relative?
        


1. Yes
2. No

1: Goto NUMOUTSD

2,DK,RF: IF I_18Acoun gt 0 then goto TBLSECT18A_1
ELSE goto ANYTRIPS

18A

NUMOUTSD

How many?

Goto ANYYUPD

18A

ANYYUPD

Even on trips entirely paid for by someone outside of your household there are sometimes 
miscellaneous expenses which are not paid for.   Did (you/your household) have any expenses 
on (this trip/these trips) that will not be covered by a business, employer or other non-household member?


1. Yes
2. No

1: Goto FOODYUPD

2,DK,RF: Goto CHKUNTRP

18A

FOODYUPD

Did these expenses include anything for . . .

     . . . Food and beverages?    


1. Yes
2. No

Goto LODGYUPD

18A

LODGYUPD

Did these expenses include anything for . . .

     . . . Lodging?    
     

1. Yes
2. No

Goto TRANYUPD

18A

TRANYUPD

Did these expenses include anything for . . .

    . . . Transportation?
    

1. Yes
2. No

Goto ELSEYUPD

18A

ELSEYUPD

Did these expenses include . . .

    . . . Anything else?
    

1. Yes
2. No

1: Goto S18AELSE

2,DK,RF: Goto TOTYUPDX

18A

S18AELSE

      Specify:

Goto TOTYUPDX

18A

TOTYUPDX

What was the total amount of these expenses?

1Goto CHKUNTRP

18A1

ENDTRP1

(Last interview you reported (# of unfinished trips) (trip/trips) which had not yet ended. I'd like to ask about (that trip/those trips) now. / ) 

In what month did your trip to (place word for 8500.TRIPPLAC) end?

    Destination  Ended     How paid   Number of trips
    (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)



0. Trip not ended
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

0: IF no more unended trips then exit block and goto ANYTRIPS
ELSE goto next line on grid


REF_MONTH - CUR_MONTH: Goto ANYBOTH1

DK,RF: Goto ANYBOTH1

18A1

ANYBOTH1

Did a business, employer, or any other non-household member pay any of 
the costs for this trip?


1. Yes
2. No

IF no more unended trips then exit the block and
goto ANYTRIPS

ELSE goto ENDTRP1, next line of grid

18A2

ANYTRIPS

39    ? [F1]

Since the first of (reference month), have (you/you or any members of your household)
taken (any trips/any other trips) for reasons such as:

    * Visiting relatives or friends?
    * Business?
    * Recreational trips?
    * Other trips overnight or longer?
    * Day trips of at least 75 miles away from home?


1. Yes
2. No

1: Goto TRPPLACE

2,DK,RF: Goto S18A_END

18A2

TRIPPLAC

Where did (you/your household)  go?

    
  Enter 888 to delete the trip

      Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

30 characters: Goto DESTCODE

888: Goto S18MORE

18A2

DESTCODE

? [F1]

  
  Type state abbreviation for a U.S. destination or X for foreign country destination

     
Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

2 character state abbrev.,DK,RF: Goto ENDTRP2

X: Goto FOREIGN

18A2

FOREIGN

  Select the country or region.

  

1. Africa
2. Asia
3. Australia
4. Canada
5. Caribbean
6. Central America
7. Europe
8. Mexico
9. Middle East
10. South America
11. South Pacific

Goto ENDTRP2

18A2

ENDTRP2

In what month did this trip end?

    
   (0) Trip not ended

      Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)



0. Trip not ended
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

0: Goto S18MORE

REF_MONTH-CUR_MONTH: Goto MORTHONE

DK,RF: Goto MORTHONE

18A2

MORTHONE

Did you take more than one trip to (trip destination) in (month trip ended)?

      Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)



1. Yes
2. No

1: Goto NUMTRIPS

2,DK,RF: Goto ANYBOTH2

18A2

NUMTRIPS

  How many times did you go to (trip destination) 
  in (month trip ended)?

      Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

Goto ANYBOTH2

18A2

ANYBOTH2

Were any of the expenses for (this trip/these trips) paid for
by anyone outside of your household?

      Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

  


1. Yes
2. No

Goto S18MORE

18A2

S18MORE

 40    ? [F1]

Since the first of  (reference month) , have you taken any other trips for reasons such as:

    * Visiting relatives or friends?
    * Business?
    * Recreational trips?
    * Other trips overnight or longer?
    * Day trips of at least 75 miles away from home?


1. Yes
2. No

1: Goto TRIPPLAC, next line on the grid

2,DK,RF: Goto S18A_END

18BC

NUMNIGHT

(Now I'm going to ask you about the ^TRIP that ^YOU_YRCU took to ^TRPPLACE ending in ^NUMNIGHTC/You  

(Since (you/your CU) took a set of similar trips to (Trip destination) in (month trip ended) , I wil 

How many nights did (you/you or any members of your household) spend away from home on (these trips/this trip)?

     
  Enter 0 for none
     
  Enter 888 to delete this trip

0-800: Goto PKGTRIP

DK,RF: Goto PKGTRIP

888: Goto S18BC_END

18BC

PKGTRIP

(Sometimes when people take a trip they have some sort of package deal that covers some or all of the costs./ ) 
    
Was all or part of (these trips/this trip) covered by a package deal?


1. Yes
2. No

1: Goto FOODDEAL

2,DK,RF: Goto TRPTRNS

18BC

FOODDEAL

Did the package deal include . . .

  . . . Food and beverages?                


1. Yes
2. No

Goto LODGDEAL

18BC

LODGDEAL

Did the package deal include . . .

   . . . Lodging?   
    


1. Yes
2. No

Goto TRANDEAL

18BC

TRANDEAL

Did the package deal include  . . .

   . . . Transportation?                    


1. Yes
2. No

Goto ELSEDEAL

18BC

ELSEDEAL

Did the package deal include . . .

  . . . Anything else?                     


1. Yes
2. No

1: Goto S18BELSE

2,DK,RF: Goto PKGTRIPX

18BC

S18BELSE

  Specify:

Goto PKGTRIPX

18BC

PKGTRIPX

How much did (you/your household) pay for the package deal?

Goto TRPTRNS

18BC

TRPTRNS

 39    ?  [F1]

Starting at the beginning of this trip, please tell me all the kinds of transportation 
(you/you or any members of your household) used from the time you (they) left home to the time you (they) got back home.     

      
  Enter all that apply, separate with commas

1. Local (taxi, etc.)
2. Airplane
3. Train
4. Bus
5. Ship
6. Automobile, truck, van (Rented)
7. Motorcycle, moped (Rented)
8. Private plane (Rented)
9. Boat, trailer (Rented)
10. Camper (Rented)
11. Other vehicles (Rented)
12. Automobiles or other vehicles privately owned or leased by household
13. Vehicle owned by someone else (Private)
14. Other transport (Private)

1-14: IF 1 is selected then goto CMLOCALX
ELSEIF 2 is selected then goto CMPLANEX
ELSEIF 3 is selected then goto CMTRAINX
ELSEIF 4 is selected then goto CMBUSX
ELSEIF 5 is selected then goto CMSHIPX
ELSEIF 6 is selected then goto RTCARX
ELSEIF 7 is selected then goto RTMOPEDX
ELSEIF 8 is selected then goto RTPLANEX
ELSEIF 9 is selected then goto RTBOATX
ELSEIF 10 is selected then goto RTCAMPX
ELSEIF 11 is selected then goto RTOTHERX
ELSEIF 12-14 is selected then goto ANYGAS

DK,RF: Goto LODGING

18BC

CMLOCALX

How much did (you/you or any members of your household) spend for local transportation (taxi, etc.)
(other than what the package deal covered/ )?

IF 2 is selected in TRPTRNS then goto CMPLANEX
ELSEIF 3 is selected in TRPTRNS then goto CMTRAINX
ELSEIF 4 is selected in TRPTRNS then goto CMBUSX
ELSEIF 5 is selected in TRPTRNS then goto CMSHIPX
ELSEIF 6 is selected in TRPTRNS then goto RTCARX
ELSEIF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSEIF 12-14 are selected in TRPTRNS then goto ANYGAS
ELSE goto LODGING

18BC

CMPLANEX

How much did (you/you or any members of your household) spend for airfare (other than what the package deal covered/ )?

IF 3 is selected in TRPTRNS then goto CMTRAINX
ELSEIF 4 is selected in TRPTRNS then goto CMBUSX
ELSEIF 5 is selected in TRPTRNS then goto CMSHIPX
ELSEIF 6 is selected in TRPTRNS then goto RTCARX
ELSEIF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSEIF 12-14 are selected in TRPTRNS then goto ANYGAS
ELSE goto LODGING

18BC

CMTRAINX

How much did (you/you or any members of your household) spend for train fare (other than what the package deal covered/ )?

IF 4 is selected in TRPTRNS then goto CMBUSX
ELSEIF 5 is selected in TRPTRNS then goto CMSHIPX
ELSEIF 6 is selected in TRPTRNS then goto RTCARX
ELSEIF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSEIF 12-14 are selected in TRPTRNS then goto ANYGAS
ELSE goto LODGING

18BC

CMBUSX

How much did (you/you or any members of your household) spend for bus fare (other than what the package deal covered/ )?

IF 5 is selected in TRPTRNS then goto CMSHIPX
ELSEIF 6 is selected in TRPTRNS then goto RTCARX
ELSEIF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSEIF 12-14 are selected in TRPTRNS then goto ANYGAS
ELSE goto LODGING

18BC

CMSHIPX

How much did (you/you or any members of your household) spend for ship fare (other than what the package deal covered/ )?

IF 6 is selected in TRPTRNS then goto RTCARX
ELSEIF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSEIF 12-14 are selected in TRPTRNS then goto ANYGAS
ELSE goto LODGING

18BC

RTCARX

How much did (you/you or any members of your household) spend for rented automobiles, trucks or vans, not including
gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

       (* Do not include any rental costs already collected in Section 10 / )

IF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSE goto ANYGAS

18BC

RTMOPEDX

How much did (you/you or any members of your household) spend for rented motorcycles or mopeds, not including gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

      
(* Do not include any rental costs already collected in Section 10 / )

IF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSE goto ANYGAS

18BC

RTPLANEX

How much did (you/you or any members of your household) spend for rented private planes,
not including gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

      
(*Do not include any rental costs already collected in Section 10 / )

IF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSE goto ANYGAS

18BC

RTBOATX

How much did (you/you or any members of your household) spend for rented boats or trailers,
not including gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

      
(* Do not include any rental costs already collected in Section 10 / )

IF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSE goto ANYGAS

18BC

RTCAMPX

How much did (you/you or any members of your household) spend for rented campers,
not including gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

      
(* Do not include any rental costs already collected in Section 10 / )

IF 11 is selected in TRPTRNS then goto RTOTHERX
ELSE goto ANYGAS

18BC

RTOTHERX

How much did (you/you or any members of your household) spend for other rented vehicle transportation,
not including gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

      
(* Do not include any rental costs already collected in Section 10 / )

Goto ANYGAS

18BC

ANYGAS

While on the trip did (you/you or any members of your household) stop to buy any gasoline, diesel fuel, or any other fuels?


1. Yes
2. No

1: Goto GASOILX

2,DK,RF: Goto ANYTOLL

18BC

GASOILX

(How much did ^YOU_ANYMEM spend for that?/What costs for gasoline or other fuels won't be reimbursed?)

Goto ANYTOLL

18BC

ANYTOLL

While on the trip, did (you/you or any members of your household) spend anything for tolls, not already reported?

1. Yes
2. No

1: Goto TRPTOLLX

2,DK,RF Goto ANYPARK

18BC

TRPTOLLX

(How much did ^YOU_ANYMEM spend for tolls?/What costs for tolls won't be reimbursed?)

Goto ANYPARK

18BC

ANYPARK

Did (you/you or any members of your household) have any parking fees?


1. Yes
2. No

1: Goto PARKINGX

2,DK,RF: Goto LODGING

18BC

PARKINGX

(How much were they?/What cost for parking fees won't be reimbursed?)

IF entry gt 100 and (ne DK or RF) then goto ERR1_PARKINGX
ELSE goto LODGING

18BC

LODGING

Did (you/you or any members of your household) spend anything for hotels, cottages, trailer camps,
or other lodging (not counting what the package deal covered/ )?
(Do not include expenses previously reported for vacation clubs.)


1. Yes
2. No

1: Goto LDGCOSTX

2,DK,RF: Goto TRPFOOD

18BC

LDGCOSTX

(What was the cost, including taxes and tips?/What costs for lodging, including taxes and tips, won't be reimbursed?)

Goto TRPFOOD

18BC

TRPFOOD

Did (you/you or any members of your household) spend anything for meals, snacks, or drinks at restaurants,
bars, or fast food places (not counting what the package deal covered/ )?


1. Yes
2. No

1: Goto TRPFOODX

2,DK,RF: Goto ANYGROC

18BC

TRPFOODX

(What was the cost, including taxes and tips?/What costs for these things won't be reimbursed?)

Goto TRPALCIN

18BC

TRPALCIN

Was any of the (amount/$ (entry in TRPFOODX) for alcoholic beverages?      

1. Yes
2. No

1: Goto TRPALCHX

2,DK,RF: Goto ANYGROC

18BC

TRPALCHX

(What was the cost for alcoholic beverages, including taxes and trips?/What costs for alcoholic beverages, including taxes and tips, won't be reimburs

Goto ANYGROC

18BC

ANYGROC

Did (you/you or any members of your household) spend anything for food or beverages at grocery stores,
convenience stores, or liquor stores on this trip?     


1. Yes
2. No

1: Goto TRPGROCX

2,DK,RF: Goto ANYSPEQP

18BC

TRPGROCX

(What were the expenses, including taxes?/What costs, including taxes, won't be reimbursed?)

Goto ANYALC

18BC

ANYALC

Was any of the (amount/$ (entry in TRPGROCX) ) for alcoholic beverages?

1. Yes
2. No

1: Goto TRPALCGX

2,DK,RF: Goto ANYSPEQP

18BC

TRPALCGX

(What was the cost for alcoholic beverages, including taxes?/What costs for alcoholic beverages, including taxes, won't be reimbursed?)

Goto ANYSPEQP

18BC

ANYSPEQP

 40    ? [F1]

Did (you/you or any members of your household) pay any fees to play sports, exercise, or rent an sports equipment
(not counting what the package deal covered/ )?


1. Yes
2. No

1: Goto TRPSPRTX

2,DK,RF: Goto ANYENTER

18BC

TRPSPRTX

 40

(How much did (you/you or any member of your CU) pay?/What costs for playing sports or renting sports equipment won't be reimbursed?)

Goto ANYENTER

18BC

ANYENTER

 40    ? [F1]

Did (you/you or any members of your household) spend anything on this trip for entertainment or admissions  (not counting what the package deal covered/ )?

        

1. Yes
2. No

1: Goto TRPETRTX

2,DK,RF: Goto ANYMISC

18BC

TRPETRTX

(How much did (you/you or any member of your CU) spend?/What costs for entertainment and admissions won't be reimbursed?)

Goto ANYMISC

18BC

ANYMISC

Did (you/you or any members of your household) have any expenses for this trip such as for
souvenirs, tourist booklets, and so on?


1. Yes
2. No

1: Goto TRMISCX

2,DK,RF: Exit block and goto CHKTCOMB

18BC

TRMISCX

(How much were these expenses?/What costs for these things won't be reimbursed?)

Exit block and goto CHKTCOMB

18BC

CHKTCOMB

  Are there combined expenses for this trip the respondent
    was not able to separate?



1. Yes
2. No

1: Goto TCOMBEST

2: Goto TRPGFTC

18BC

TCOMBEST

  (Only those expenses the respondent could not provide individual expenses for should be combined and entered here./  

Goto FOODCOMB

18BC

FOODCOMB

Does this ($ (entry in TCOMBEST) ) include anything for . . .

    . . . Food?                


1. Yes
2. No

Goto LODGCOMB

18BC

LODGCOMB

Does this ($ (entry in TCOMBEST) ) include anything for . . .

   . . . Lodging        


1. Yes
2. No

Goto TRANCOMB

18BC

TRANCOMB

Does this ($ (entry in TCOMBEST) )  include anything for . . .

            . . .Transportation?                    


1. Yes
2. No

Goto ELSECOMB

18BC

ELSECOMB

Does this ($ (entry in TCOMBEST) )  include anything for . . .

             . . .  Other expenses?                  


1. Yes
2. No

Goto OTHRCOMB

18BC

OTHRCOMB

Does this ($ (entry in TCOMBEST) )  include . . . 

       . . . Any expenses for others?


1. Yes
2. No

Goto TRPGFTC

18BC

TRPGFTC

(You've told me about many expenses (you/you or your CU) had on this trip. Were any of these expens


1. Yes
2. No

1: Goto TRPGTCX

2,DK,RF: Goto S18BC_END

18BC

TRPGFTCX

(How much of the total expenses for this trip were for persons outside your CU?/How much of the tota

Goto S18BC_END

18E

ANYNONCU

Sometimes people in a household don't take a trip themselves, but pay for 
part or all of a trip that someone else takes.  Since the first of 
(reference month), have (you/you or any members of your household) paid for part or all of 
such a trip for any non-household members?


1. Yes
2. No

1: Goto FOODNOCU

2,DK,RF: Goto S18E_END

18E

FOODNOCU

Did these expenses include anything for...

          . . . Food and beverages?


1. Yes
2. No

Goto LODGNOCU

18E

LODGNOCU

Did these expenses include anything for...

      . . . Lodging?                          


1. Yes
2. No

Goto TRANNOCU

18E

TRANNOCU

Did these expenses include anything for...

     . . . Transportation?                          


1. Yes
2. No

Goto ELSENOCU

18E

ELSENOCU

Did these expenses include ...

     . . . Anything else?                          


1. Yes
2. No

Goto TRNONCUX

18E

TRNONCUX

What was the total amount that (you/your household) paid for those trips?

Goto S18E_END

18F

ANYLOC

Sometimes people stay overnight in a local hotel or motel during holidays, family 
getaways, moves, or home repair.  Since the first of (reference month), have 
(you/you or any members of your household) stayed overnight in a local hotel or motel?


1. Yes
2. No

1: Goto NUMLOC

2,DK,RF: Goto S18F_END

18F

NUMLOC

How many nights did (you/you or any members of your household) spend away from home on this stay?

Goto ANYLOCDL

18F

ANYLOCDL

Sometimes when people stay away from home overnight they have some 
sort of package deal that covers some or all of the costs.  Was all 
or part of this stay covered by anything like that?


1. Yes
2. No

1: Goto FOODLCDL

2,DK,RF: Goto ANYLODGE

18F

FOODLCDL

Did the package deal include anything for. . .

     . . . Food and beverages?        


1. Yes
2. No

Goto LODGLCDL

18F

LODGLCDL

     Did the package deal include anything for. . .

     . . .Lodging?               


1. Yes
2. No

Goto ENTRLCDL

18F

ENTRLCDL

     Did the package deal include anything for. . .

     . . . Entertainment?


1. Yes
2. No

Goto ELSELCDL

18F

ELSELCDL

Did the package deal include . . .

     . . . Anything else?


1. Yes
2. No

1: Goto S18FELSE

2,DK,RF: Goto LOCDEALX

18F

S18FELSE

  Specify:

Goto LOCDEALX

18F

LOCDEALX

How much did (you/you or any members of your household) pay for the package deal?

Goto ANYLODGE

18F

ANYLODGE

Did (you/you or any members of your household) spend anything for hotels, motels, 
cottages, trailer camps, or other lodging (not counting what the package deal covered/ )?


1. Yes
2. No

1: Goto LOCLODGX

2,DK,RF: Goto ANYMEAL

18F

LOCLODGX

What was the cost, including taxes and tips?

Goto ANYMEAL

18F

ANYMEAL

Did (you/you or any members of your household) spend anything for meals, snacks, or drinks 
at restaurants, bars, or fast food places (not counting what the package deal covered/ )?


1. Yes
2. No

1: Goto LOCMEALX

2,DK,RF: Goto ANYLCGR

18F

LOCMEALX

What was the cost, including taxes and tips?

Goto ANYALCML

18F

ANYALCML

Was any of the (amount/(entry in LOCMEALX)) for alcoholic beverages?

1. Yes
2. No

1: Goto ALCMEALX

2,DK,RF: Goto ANYLCGR

18F

ALCMEALX

What was the cost for alcoholic beverages, including taxes and tips?

Goto ANYLCGR

18F

ANYLCGR

Did (you/you or any members of your household) spend anything for food or beverages at 
grocery stores, convenience stores, or liquor stores?


1. Yes
2. No

1: Goto LOCGROCX

2,DK,RF: Goto ANYADMIS

18F

LOCGROCX

What were the expenses, including taxes?

Goto ANYALCGR

18F

ANYALCGR

 Was any of the (amount/ entry in LOCGROCX) for alcoholic beverages?


1. Yes
2. No

1: Goto ALCGROCX

2,DK,RF: Goto ANYADMIS

18F

ALCGROCX

What was the cost for alcoholic beverages, including taxes?

Goto ANYADMIS

18F

ANYADMIS

40    ? [F1]   

Did (you/you or any members of your household) spend anything on this stay for 
entertainment or admissions (not counting what the package deal covered/ )?


1. Yes
2. No

1: Goto LOCADMSX

2,DK,RF: Goto LOCCOMBX

18F

LOCADMSX

How much did (you/you or any members of your household) pay?

Goto LOCCOMBX

18F

CHKFCOMB

  Are there combined expenses for food/beverages, lodging,
    transportation, or other things?



1. Yes
2. No

1: Goto LOCCOMBX

2: Goto DIDYOU

18F

LOCCOMBX

   Only those things the respondent could not provide individual expenses
      for should be combined and entered here.

1-99999999: Goto FOODLCCM

D,R: Goto FOODLCCM

18F

FOODLCCM

Does this include anything for. . .

            . . . Food and beverages?


1. Yes
2. No

Goto LODGLCCM

18F

LODGLCCM

Does this include anything for . . 

      . . . Lodging?


1. Yes
2. No

Goto ENTRLCCM

18F

ENTRLCCM

Does this include anything for . . 

         . . . Entertainment?


1. Yes
2. No

Goto ELSELCCM

18F

ELSELCCM

Does this include any . . .

      . . . Other expenses?


1. Yes
2. No

Goto DIDYOU

18F

DIDYOU

Did (you/you or any members of your household) have any other stays at local hotels or motels?

1. Yes
2. No

1: Goto NUMLOC, next row

2,DK,RF: Exit block and goto S18F_END

19A

S19A_INTRO

  41-42

Now I am going to ask about miscellaneous expenses which have not been collected anywhere
else in this survey.  Please remember to include any payments you made online or had 
automatically deducted.  Also, please include any shipping and handling charges with the cost of any item that was shipped.


 
            Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)    


1. Enter 1 to Continue

Goto MIS_ITEM

19A


Screen 1 ------------------------------------------------------------

  41    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) had expenses for any of the
following, either for (you/your household) or for someone outside your household?

       
  Read each item on list.

 
SCREEN 2 ------------------------------------------------------------------

  42    ? [F1]

Have (you/you or any members of your household) had expenses for --

        
  Read each item on list.
            Do not include pet food.  It is a Diary-only item.


1. Fresh flowers or potted plants?
2. Professional photography?
3. Services of lawyers or other legal professionals?
4. Accounting fees?
5. Occupational expenses, such as union dues or professional licenses?
6. Gardening or lawn care services?
7. Housekeeping services?
8. Home security system service fees?
9. Other home services or small repair jobs around the house, not previously reported?
10. Moving, storage, or freight?
11. Stamp or coin collecting?
12. Lotteries or games of chance?
13. Babysitting, nanny services, or other child care inside or outside of your home?
14. Toys or games?
15. Arts or crafts kits?
16. Sewing, knitting, or quilting materials and items?
17. Purchase of pets, pet supplies, or medicine for pets?
18. Pet services?
19. Veterinarian expenses for pets?
20. Catering?
21. Arrangement of live entertainment for special occasions?
22. Rental of party supplies?
23. Purchase or upkeep of cemetery lots or vaults?
24. Funerals, burials, or cremation?
95. Continue List
99. None/No more entries
888. Delete the line

1-24: Goto MISCDESC

95: Goto MIS_ITEM - next line of grid

99: Goto S19A_END

888: IF no more grid lines then goto S19A_END
ELSE goto MIS_ITEM - next line of grid

19A

MISCDESC

What was the expense for?

            Description     Amount      Month 
            (MISCDESC)     (MISCEXPX)  (MISCMO)

Goto MISCMO

19A

MISCMO

In what month did you have this expense?

(* Enter 13 for same amount each month of the reference period)

            Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)    


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. ^S19_13Option

Goto MISCGFTC

19A

MISCGFTC

Was this expense for someone inside or outside your household?                 

            Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)    
     
                                            
        

1. For household
2. For someone outside your household

Goto MISCEXPX

19A

MISCEXPX

(What was the total amount of this expense?/What is your monthly expense?)

(* Do not include legal fees related to real estate closing costs reported in Section 3./ )     

            Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)    

IF ITEM = 14-24 then goto S19ACM_S
ELSE goto MISCMORE

19A

S19ACM_S

  Enter a 'C' for a combined expense.

C: Goto S19ACMB

EMPTY: Goto MISCMORE

19A

S19ACMB

 42    ? [F1]

What other expense is the (description) combined with? 

     
  Enter all that apply, separate with commas.

            
Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)   



14. Toys or games
15. Arts or craft kits
16. Sewing, knitting, or quilting materials and items
17. Purchase of pets, pet supplies, or medicine for pets
18. Pet services
19. Veterinary expenses for pets
20. Catering
21. Arrangement of live entertainment for special occasions
22. Rental of party supplies
23. Purchase or upkeep of cemetery lots or vaults
24. Funerals, burials, or cremations

Goto MISCMORE

19A

MISCMORE

Did you have any other expenses for (description)?

            Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)    


1. Yes
2. No

1: IF ROW number = 43 then goto ERR_MAX
ELSE goto ITEM, next line of grid

2,DK,RF: IF ROW number = 43 then goto S19A_END
ELSE goto MIS_ITEM, next line of grid

19B

S19B_INTRO

43

Now I am going to ask about payments and contributions to persons outside of your household.

       Description   Month     Amount    
       (CONTDESC)    (CONTMO)  (CONTEXPX)

 


1. Enter 1 to Continue

Goto CNT_ITEM

19B

CNT_ITEM

 43    ? [F1]


SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Since the first of (reference month), have (you/you or any members of your household) given any money by cash, checks,
or given any gift cards to . . .

    
  Read each item on list

                                                  
   
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Since the first of (reference month), have (you/you or any members of your household) paid any of the following . . .   

    
  Read each item on list
      
   

SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Since the first of (reference month), have (you/you or any members of your household) given any money by cash, checks,
money orders, or credit cards to benefit . . .

     
  Read each item on list  



SCREEN 4 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Since the first of (reference month), have (you/you or any members of your household) given any . . .

       Read item on list


1. College students living away from home?
2. Any other people not in your household, such as friends, co-workers, or homeless persons?
3. Child support?
4. Alimony?
5. Educational institutions?
6. Political organizations?
7. Religious organizations, including churches, temples and mosques?
8. Charities or other organizations?
9. Stocks, bonds, or mutual funds to persons or organizations outside of your household?
95. Continue list
99. None/No more entries
888. Delete the line

1-9: Goto CONTDESC

95: Goto next row

99: Goto S19B_END

888: IF no more grid lines then goto S19B_END
ELSE goto CNT_ITEM - next line of grid

19B

CONTDESC

What was the (payment/contribution) for?

        Description   Month    Amount
       (CONTDESC)    (CONTMO) (CONTEXPX)

Goto CONTMO

19B

CONTMO

In what month did you make the (payment/contribution)?

    
  Enter 13 for same (payment/contribution) each month of the reference period.


        
Description   Month    Amount
       (CONTDESC)    (CONTMO) (CONTEXPX)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. Same amount each month.

Goto CONTEXPX

19B

CONTEXPX

(What was the total amount of the (payment/contribution)./What is the monthly (payment/contribution).)

        Description   Month    Amount
       (CONTDESC)    (CONTMO) (CONTEXPX)

Goto CONTMORE

19B

CONTMORE

Did you make any other (payment/contribution).

        Description   Month    Amount
       (CONTDESC)    (CONTMO) (CONTEXPX)


1. Yes
2. No

1: IF Row number = 43 then goto ERR_MAX
ELSE goto CNT_ITEM, next line in grid

2,DK,RF: IF Row number = 43 then goto S19B_END
ELSE goto CNT_ITEM, next line in grid

20A

GROCWEKX

 44

Now I am going to ask about expenses for food, beverages and other items (you/your household) (have/has) purchased since the first of (reference month).

What has been (you/your household) usual WEEKLY expense for grocery shopping?  

    
  Include grocery home delivery service fees and drinking water delivery fees.

0,DK,RF: Goto OTHSTOR

1-9999: Goto OTHSTUFX

20A

OTHSTUFX

About how much of this amount was for nonfood items, such as paper
products, detergents, home cleaning supplies, pet foods, and alcoholic
beverages?

Goto OTHSTOR

20A

OTHSTOR

 44 

Other than your regular grocery shopping already reported, have (you/you or any members of your household) purchased any food or nonalcoholic beverages from places such as grocery stores, convenience stores, specialty stores, home delivery, or farmer's markets?


1. Yes
2. No

1: Goto OSTORWKX

2,DK,RF: Goto DINE_WKX

20A

OSTORWKX

What was your usual WEEKLY expense at these places?

Goto DINE_WKX

20A

DINE_WKX

  44

What has been (you/your household) usual WEEKLY expense for meals or snacks from restaurants, fast food places, cafeterias, carryouts or other such places?  (Do not include meals purchased at school./ )

Goto CIGARETT

20A

CIGARETT

 44   

Since the first of (reference month), have (you/you or any members of your household) purchased cigarettes?


1. Yes
2. No

1: Goto CIGARETX

2,DK,RF: Goto OTHTOBAC

20A

CIGARETX

What is the usual WEEKLY expense for cigarettes?

Goto OTHTOBAC

20A

OTHTOBAC

    44    ? [F1]

Have (you/you or any members of your household) purchased other tobacco products such as cigars, pipe tobacco, or chewing tobacco?      


1. Yes
2. No

1: Goto OTHTBACX

2,DK,RF: Goto ALC_HOMX

20A

OTHTBACX

   44    ? [F1]

What is the usual WEEKLY expense?

Goto ALC_HOMX

20A

ALC_HOMX

What has been (you/your household) usual MONTHLY expense for alcohol, including beer and wine to be served at home?

Goto ALC_OUTX

20A

ALC_OUTX

What has been your usual MONTHLY expense for alcohol, including beer and wine at restaurants, bars and recreational events?

IF any “active” CU member has AGE lt 22 then goto ANYMEALS
ELSE goto S20A_END

20A

ANYMEALS

 44 

Since the first of (reference month), not including (current month), have (you/you or any members of your household) purchased any meals at school for preschool through high school age children?


1. Yes
2. No

1: Goto FBPERSN

2,DK,RF: Goto 20A_END

20A

FBPERSON

What are the names of all household members who purchased meals at school?

       
  Enter line numbers for all that apply, separate with commas.

1. Person 1
2. Person 2
3. Person 3
4. Person 4
5. Person 5
6. Person 6
7. Person 7
8. Person 8
9. Person 9
10. Person 10
11. Person 11
12. Person 12
13. Person 13
14. Person 14
15. Person 15
16. Person 16
17. Person 17
18. Person 18
19. Person 19
20. Person 20
21. Person 21
22. Person 22
23. Person 23
24. Person 24
25. Person 25
26. Person 26
27. Person 27
28. Person 28
29. Person 29
30. Person 30

1-30: Goto TblSCHMEAL

DK,RF: Goto 20A_END

20A

SCHLMLX

Since the first of (reference month), not including (current month), what has been the usual expense for the meals ^NAME purchased at school?

      
  Select time period on the next screen.

Goto SCHMLPD

20A

SCHLMLPD

  Specify time period

1. Day
2. Week
3. Two Weeks
4. Month
5. Other, specify

1: Goto SCHMLWKQ

2: Goto SCHMLWKQ

3: Goto SCHMLWKQ

4: Goto SCHMLWKQ

5: Goto SCHLMLSP

DK,RF: Goto SCHMLWKQ

20A

SCHLMSP

  Specify:

Goto SCHMLWKQ

20A

SCHMLWKQ

How many WEEKS did ^NAME purchase meals?

IF no more persons then goto S20_END
ELSE goto SCHLMLX for next person

20B

LNDROMAT

44    ? [F1]

Since the first of (reference month), not including (current month) have (you/you or any members of your household) had any expenses for self-service laundry machines?


1. Yes
2. No

1: Goto LNDRYX

2,DK,RF: Goto DRYCLEAN

20B

LNDRYX

44    ? [F1]

What was the total cost?

Goto OTHLNDRY

20B

OTHLNDRY

 44    ? [F1]

Was any of this amount for items other than clothes, such as linens or drapes?


1. Yes
2. No

1: Goto OTHLNDRX

2,DK,RF: Goto DRYCLEAN

20B

OTHLNDRX

44     ? [F1]

How much?

Goto DRYCLEAN

20B

DRYCLEAN

44    ? [F1]  

Have (you/you or any members of your household) had any expenses for dry cleaning or laundry service?


1. Yes
2. No

1: Goto DRYCLNX

2,DK,RF: Goto SALONS

20B

DRYCLNX

44    ? [F1]

What was the total cost?

Goto OTHDRCLN

20B

OTHDRCLN

44    ? [F1]

Was any of this amount for items other than clothes, such as linens, drapes, or rugs?


1. Yes
2. No

1: Goto OTHDCLNX

2,DK,RF: Goto SALONS

20B

OTHDCLNX

44    ? [F1]

How much?

Goto SALONS

20B

SALONS

44    ? [F1]

Since the first of (reference month), not including (current month) have (you/you or any members of your household) had any expenses for haircutting, styling, attached hair pieces, manicures, massages or other salon services?
    

1. Yes
2. No

1: Goto SALONX

2,DK,RF: Goto WIGS

20B

SALONX

44     ?   [F1]

What was the total expense for these services since the first of (reference month), not including (current month)?

Goto WIGS

20B

WIGS

44    ? [F1]

Since the first of (reference month), not including (current month) have (you/you or any members of your household) had any expenses for removable hairpieces, wigs or toupees?


1. Yes
2. No

1: Goto WIGSX

2,DK,RF: Goto SAFEDPST

20B

WIGSX

44   ? [F1]

What was the total expense for these items since the first of (reference month), not including (current month)?

Goto SAFEDPST

20B

SAFEDPST

 44 

Have (you/you or any members of your household) had any expenses for the rental of a safe deposit box located in a bank or similar financial institution?


1. Yes
2. No

1: Goto SAFDPSTX

2,DK,RF: Goto BANKSRVC

20B

SAFDPSTX

What was the total rental expense for the safe deposit box since the first of (reference month), not including (current month)?

Goto BANKSRVC

20B

BANKSRVC

44    ? [F1]

Have (you/you or any members of your household) paid any charges or fees for bank services such as ATM or overdraft fees or account service charges from a bank or similar financial institution?  


1. Yes
2. No

1: Goto BANKMOX

2,DK,RF: Goto TXLIMSRV

20B

BANKMOX

44   ? [F1]

What is the usual MONTHLY charge?

Goto TXLIMSRV

20B

TXLIMSRV

44    ? [F1]

Since the first of (reference month) not including (current month), have (you/you or any members of your household) had expenses for taxis or limousine service?  Do not include expenses entirely reimbursed for business purposes or expenses incurred on a trip.
     

1. Yes
2. No

1: Goto TXLIMX

2,DK,RF: Goto MASSTRAN

20B

TXLIMX

44    ? [F1]

What was the total expense?

Goto MASSTRAN

20B

MASSTRAN

44    ? [F1]

Do (you/you or any members of your household) use mass transportation services such as a bus, subway, mini-bus or train?  Include all commuter services.  Do not include expenses covered by employer-provided transit subsidies.

  Include commuter rail, light rail, and trolleys as mass transit

1. Yes
2. No

1: Goto TRANWRKX

2,DK,RF: Goto S20B_END

20B

TRANWRKX

44  ? [F1]

What is the usual MONTHLY cost to use mass transit to go to -

        Work?

1-9999: Goto TRANSUB

0,DK,RF: Goto TRANSCHX

20B

TRANSUB

Did you receive a transit subsidy?

1. Yes
2. No

1: Goto TRANSUBX

2,DK,RF: Goto TRANSCHX

20B

TRANSUBX

What is the usual monthly amount?

Goto TRANSCHX

20B

TRANSCHX

What is the usual MONTHLY cost  to use mass transit to go to -

       School?

Goto TRANOTHX

20B

TRANOTHX

What is the usual MONTHLY cost to use mass transit to go to -

     Other places?

Goto S20B_END

21A

ANYWORK

Since the first of (reference month), did (You/NAME) earn any income from wages or salary?


1. Yes
2. No

1: Goto 21A_INTRO

2,DK,RF: Goto S21A_CHECK

21A

S21A_INTRO

The next few questions are about income.  We know people aren't used to discussing their income, but please be assured that, like all other information you have provided, these answers will be kept strictly confidential.

1. Enter 1 to Continue

Goto INCWEEKQ

21A

INCWEEKQ

(Now I am going to ask about (Your/Name's) work experience and income/ )

In the past 12 months, including paid vacation and sick leave, how many weeks did (You/NAME) work?
   
     
  If household member did not work, enter zero.

0: Goto INCNONWK

1-52,DK,RF: Goto INC_HRSQ

21A

INC_HRSQ

In the weeks that (You/NAME) worked, how many hours did (you/he/she) usually work per week?

Goto OCCUCODE

21A

OCCUCODE

  45   ? [F1]

Which of the following categories best describes the job in which (You/NAME) received the most earnings during the past 12 months?


1. Administrator, manager
2. Teacher
3. Professional
4. Administrative support, including clerical
5. Sales, retail
6. Sales, business goods and services
7. Technician
8. Protective service
9. Private household service
10. Other service
11. Machine or transportation operator, laborer
12. Construction workers, mechanics
13. Farming
14. Forestry, fishing, groundskeeping
15. Armed Forces

Goto INCOMEY

21A

INCOMEY

(Were/Was) (You/NAME):


1. An employee of a PRIVATE company, business, or individual working for wages or salary?
2. A Federal government employee?
3. A State government employee?
4. A local government employee?
5. Self-employed ^YourHisHer OWN business, partnership, professional practice, or farm?
6. Working WITHOUT PAY in a family business or farm?

Goto SALARYST

21A

INCNONWK

What was the main reason (You/NAME) did not work during the past 12 months?  

(Were/Was) (you/he/she) - 


1. Retired?
2. Taking care of home/family?
3. Going to school?
4. Ill, disabled, unable to work?
5. Unable to find work?
6. Doing something else?

Goto SALARYST

21A

SALARYST

? [F1]

The next few questions are about income DURING THE PAST 12 MONTHS, that is from (Date - one year ago) to (Yesterdays date)...

Did (You/NAME) receive any wages, salary, tips, bonuses, or commissions?


1. Yes
2. No

1: Goto SALARYX

2,DK,RF: Goto SEMPFRM

21A

SALARYX

? [F1]

How much did (You/NAME) receive before taxes?

1-99999999: Goto GROSPAYX

DK,RF: Goto SALARYB

21A

SALARYB

 46    ? [F1]

Could you tell me which range on CARD A best reflects (your/NAME's) total wages and salaries for ALL JOBS during the PAST 12 MONTHS?


1. $0-$4,999
2. $5,000-$9,999
3. $10,000-$14,999
4. $15,000-$19,999
5. $20,000-$29,999
6. $30,000-$39,999
7. $40,000-$49,999
8. $50,000-$69,999
9. $70,000-$89,999
10. $90,000-$119,999
11. $120,000 and over

Goto GROSPAYX

21A

GROSPAYX

What was the amount of (your/NAME's) last pay before any deductions?

Goto PAYPERD

21A

PAYPERD

What period of time did this cover?


1. One week
2. Two weeks
3. Month
4. Quarter
5. Year
6. Twice a month
7. Other

1: Goto PAYSTUB

2: Goto PAYSTUB

3: Goto PAYSTUB

4: Goto PAYSTUB

5: Goto PAYSTUB

6: Goto PAYSTUB

7: Goto PAYPRDOT

DK,RF: Goto PAYSTUB

21A

PAYPRDOT

     Specify:

Goto PAYSTUB

21A

PAYSTUB

  Does the respondent have a paper or electronic pay check record present for (his / her / his/her) last paycheck?

1. Yes
2. No

Goto PRIVPENS

21A

PRIVPENS

Was there any money deducted from (your/NAME's) pay for -

Private pension fund?


1. Yes
2. No

1: Goto PRIVPENX

2,DK,RF: Goto GOVRET

21A

PRIVPENX

How much?

1-99999999: ELSE goto GOVRET

DK,RF: Goto GOVRET

21A

GOVRET

Was there any money deducted from (your/NAME's) pay for -

Government retirement?

1. Yes
2. No

1: Goto GOVRETX

2,DK,RF: Goto RRRDED

21A

GOVRETX

How much?

Goto RRRDED

21A

RRRDED

Was there any money deducted from (your/NAME's) pay for -

Railroad retirement?

1. Yes
2. No

1: Goto RRRDEDX

2,DK,RF: Goto SSDED

21A

RRRDEDX

How much?

Goto SSDED

21A

SSDED

Was there any money deducted from (your/NAME's) pay for -

Social Security including Medicare?

1. Yes
2. No

1: Goto MEDICOV

2,DK,RF: Goto SSNORM

21A

SSNORM

Are Social Security payments NORMALLY deducted from (your/NAME's) pay?

1. Yes
2. No

1: Goto MEDICOV

2,DK,RF: Goto EMPLCONT

21A

MEDICOV

Does the money deducted for Social Security cover only the Medicare portion of Social Security?

1. Yes
2. No

Goto EMPLCONT

21A

EMPLCONT

Other than Social Security, did any employer or union contribute to (your/NAME's) pension or retirement plan in the past 12 months?

1. Yes
2. No

Goto SEMPFRM

21A

SEMPFRM

? [F1]
DURING THE PAST 12 MONTHS -

Did (You/NAME) receive any self-employment income or have a loss?

(Report income from own businesses (farm or non-farm) including proprietorships and partnerships)


1. Yes
2. No

1: Goto SEMPFRMX

2,DK,RF: Goto SOCSRRET

21A

SEMPFRMX

? [F1]

What was the amount?

(Report net income after operating expenses.  Include earning as a tenant farmer or sharecropper.)

      
  If net income was a loss, precede amount with a '-'
           Breakeven = 1


-999999999-999999999: Goto SOCSRRET

DK,RF: Goto SEMPFRMB

21A

SEMPFRMB

  46    ? [F1]

Could you tell me which range on CARD A best reflects (your/NAME's) income or loss from self-employment during the PAST 12 MONTHS?


0. Loss
1. $0-$4,999
2. $5,000-$9,999
3. $10,000-$14,999
4. $15,000-$19,999
5. $20,000-$29,999
6. $30,000-$39,999
7. $40,000-$49,999
8. $50,000-$69,999
9. $70,000-$89,999
10. $90,000-$119,999
11. $120,000 and over

Goto SOCSRRET

21A

SOCSRRET

? [F1]

DURING THE PAST 12 MONTHS -

Did (You/NAME) receive any Social Security or Railroad Retirement benefits?


1. Yes
2. No

1: Goto RRRETIRX

2,DK,RF: Goto SUPPLINC


21A

RRRETIRX

? [F1]

What was the amount of the last Social Security or Railroad Retirement payment received?

1-99999999: Goto INCMEDCR

DK,RF: Goto RRRETIRB

21A

RRRETIRB

 47    ? [F1]

Could you tell me which range on CARD B best reflects the amount of (your/NAME's) last Social Security or Railroad Retirement payment during the PAST 12 MONTHS?


1. Less than $500
2. $500-$699
3. $700-$999
4. $1,000-$1,299
5. $1,300-$1,699
6. $1,700 and over

Goto INCMEDCR

21A

INCMEDCR

Is this amount AFTER the deduction for a Medicare premium?


1. Yes
2. No

Goto SS_RRQ

21A

SS_RRQ

During the past 12 months, how many Social Security or Railroad Retirement payments did (You/NAME) receive?

Goto SUPPLINC

21A

SUPPLINC

? [F1]

DURING THE PAST 12 MONTHS -

Did (You/NAME) receive any -

Supplemental Security Income (SSI) payments?


1. Yes
2. No

1: Goto SSIX

2,DK,RF: Goto INDRETAC


21A

SSIX

? [F1]

What was the amount?

1-99999999: Goto INDRETAC

DK,RF: Goto SSIB

21A

SSIB

  48    ? [F1]

Could you tell me which range on CARD C best reflects the amount (You/NAME) received in Supplemental Security income during the past 12 months?


1. $0-$999
2. $1,000-$1,999
3. $2,000-$2,999
4. $3,000-$3,999
5. $4,000-$4,999
6. $5,000-$9,999
7. $10,000-$14,999
8. $15,000-$19,999
9. $20,000-$29,999
10. $30,000-$39,999
11. $40,000-$49,999
12. $50,000 and over

Goto INDRETAC

21A

INDRETAC

DURING THE PAST 12 MONTHS -

Did (You/NAME) place any money in a retirement plan such as an Individual Retirement Account (IRA) or Keogh?   Do not include rollovers.


1. Yes
2. No

1: Goto INDRETX

2,DK,RF: Goto S21A_CHECK

21A

INDRETX

How much?

Goto S21A_CHECK

21B

INTERDIV

? [F1]

fill for INTERDIV

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any interest or dividends?  Report even small amounts credited to an account.


1. Yes
2. No

1: Goto INTRDVX

2,DK,RF: Goto NETRENT

21B

INTRDVX

? [F1]

What was the amount?

1-99999999: Goto NETRENT

DK,RF: Goto INTRDVB

21B

INTRDVB

  48    ? [F1]

Could you tell me which range on CARD C best reflects the amount (you/you or any members of your household) received in interest or dividends during the PAST 12 MONTHS?


1. $0-$999
2. $1,000-$1,999
3. $2,000-$2,999
4. $3,000-$3,999
5. $4,000-$4,999
6. $5,000-$9,999
7. $10,000-$14,999
8. $15,000-$19,999
9. $20,000-$29,999
10. $30,000-$39,999
11. $40,000-$49,999
12. $50,000 and over

Goto NETRENT

21B

NETRENT

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any net rental income or loss?

      
  Net rental income is the total amount after expenses.

1. Yes
2. No

1: Goto NETRENTX

2,DK,RF: Goto ROYEST

21B

NETRENTX

? [F1]

What was the amount?

  The net amount is the total amount after expenses.

    If income was a loss, precede amount with a '-'.
    Breakeven = 1.

-999999999-999999999: Goto ROYEST

DK,RF: Goto NETRENTB

21B

NETRENTB

  48    ? [F1]

Could you tell me which range on CARD C best reflects the total net rental income or loss during the PAST 12 MONTHS?


0. Loss
1. $0-$999
2. $1,000-$1,999
3. $2,000-$2,999
4. $3,000-$3,999
5. $4,000-$4,999
6. $5,000-$9,999
7. $10,000-$14,999
8. $15,999-$19,999
9. $20,000-$29,999
10. $30,000-$39,999
11. $40,000-$49,999
12. $50,000 and over

Goto ROYEST

21B

ROYEST

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any royalty income or income from estates and trusts?


1. Yes
2. No

1: Goto ROYESTX

2,DK,RF: Goto RETSURV

21B

ROYESTX

? [F1]

What was the amount?

1-99999999: Goto RETSURV

DK,RF: Goto ROYESTB

21B

ROYESTB

  48    ? [F1]

Could you tell me which range on CARD C best reflects the total amount received in royalty income or income from estates and trusts during the PAST 12 MONTHS?


1. $0-$999
2. $1,000-$1,999
3. $2,000-$2,999
4. $3,000-$3,999
5. $4,000-$4,999
6. $5,000-$9,999
7. $10,000-$14,999
8. $15,000-$19,999
9. $20,000-$29,999
10. $30,000-$39,999
11. $40,000-$49,999
12. $50,000 and over

Goto RETSURV

21B

RETSURV

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any retirement, survivor, or disability pensions?


1. Yes
2. No

1: Goto RETSURVX

2,DK,RF: Goto OTHREG

21B

RETSURVX

? [F1]

What was the amount?

(Do not include Social Security.)

1-99999999: Goto OTHREG

DK,RF: Goto RETSURVB

21B

RETSURVB

  48    ? [F1]

Could you tell me which range on CARD C best reflects the total amount received in retirement, survivor, or disability pensions during the PAST 12 MONTHS?


1. $0-$999
2. $1,000-$1,999
3. $2,000-$2,999
4. $3,000-$3,999
5. $4,000-$4,999
6. $5,000-$9,999
7. $10,000-$14,999
8. $15,000-$19,999
9. $20,000-$29,999
10. $30,000-$39,999
11. $40,000-$49,999
12. $50,000 and over

Goto OTHREG

21B

OTHREG

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive income on a REGULAR basis from any other source such as Veteran's Administration (VA) payments, unemployment compensation, child support, or alimony?


1. Yes
2. No

1: Goto OTHREGX

2,DK,RF: Goto LUMPSUM

21B

OTHREGX

? [F1]

What was the amount from all sources?

(Do not include lump sum payments such as money from an inheritance or sale of a home.)

1-99999999: Goto LUMPSUM

DK,RF: Goto OTHREGB

21B

OTHREGB

  48    ? [F1]

Could you tell me which range on CARD C best reflects the total amount received in Veteran's Administration (VA) payments, unemployment compensation, child support, or alimony during the PAST 12 MONTHS?


1. $0-$999
2. $1,000-$1,999
3. $2,000-$2,999
4. $3,000-$3,999
5. $4,000-$4,999
6. $5,000-$9,999
7. $10,000-$14,999
8. $15,000-$19,999
9. $20,000-$29,999
10. $30,000-$39,999
11. $40,000-$49,999
12. $50,000 and over

Goto LUMPSUM

21B

LUMPSUM

? [F1]

DURING THE PAST 12 MONTHS - 

Did (you/you or any members of your household) receive any lump sum payments from insurance, estates, trusts, royalties, child support, alimony, prizes or games of chance, or from persons outside your household?


1. Yes
2. No

1: Goto LUMPSUMX

2,DK,RF: Goto OTHERINC

21B

LUMPSUMX

? [F1]

What was the total amount received (by all household members/ )?

1-99999999: Goto OTHERINC

DK,RF: Goto LUMPSUMB

21B

LUMPSUMB

  48    ? [F1]

Could you tell me which range on CARD C best reflects the total lump sum payments during the PAST 12 MONTHS?


1. $0-$999
2. $1,000-$1,999
3. $2,000-$2,999
4. $3,000-$3,999
5. $4,000-$4,999
6. $5,000-$9,999
7. $10,000-$14,999
8. $15,000-$19,999
9. $20,000-$29,999
10. $30,000-$39,999
11. $40,000-$49,999
12. $50,000 and over

Goto OTHERINC

21B

OTHERINC

? [F1]

DURING THE PAST 12 MONTHS - 

Did (you/you or any members of your household) receive any other money income, including money received from cash scholarship and fellowships, stipends not based on working, or from the care of foster children, not already reported?


1. Yes
2. No

1: Goto OTHRINCX

2,DK,RF: Goto EITC

21B

OTHRINCX

? [F1]

What was the total amount received (by all household members/ )?

1-99999999: Goto EITC

DK,RF: Goto OTHRINCB

21B

OTHRINCB

  48    ? [F1]

Could you tell me which range on CARD C best reflects the total amount of other money income received during the PAST 12 MONTHS?


1. $0-$999
2. $1,000-$1,999
3. $2,000-$2,999
4. $3,000-$3,999
5. $4,000-$4,999
6. $5,000-$9,999
7. $10,000-$14,999
8. $15,000-$19,999
9. $20,000-$29,999
10. $30,000-$39,999
11. $40,000-$49,999
12. $50,000 and over

Goto EITC

21B

EITC

? [F1]

The Earned Income Tax Credit is a benefit for certain people who work and have low to moderate wages.  A tax credit means more money in your pocket.  It reduces the amount of tax you owe and may also give you a refund.

During the past 12 months, did (you/you or any members of your household) claim an Earned Income Tax Credit on your federal income tax return?


1. Yes
2. No

Goto MISCTAX

21B

MISCTAX

DURING THE PAST 12 MONTHS - 

Did  (you/you or any members of your household) PAY any inheritance or estate tax?  


1. Yes
2. No

1: Goto MISCTAXX

2,DK,RF: Goto FOODSMP

21B

MISCTAXX

What was the total amount PAID (by all household members/ )?

Goto FOODSMP

21B

FOODSMP

DURING THE PAST 12 MONTHS - 

Did anyone in this household receive Food Stamps or a Food Stamp benefit card?  Include government benefits from the Supplemental Nutritional Assistance Program (SNAP).  Do NOT include WIC or the National School Lunch Program.


1. Yes
2. No

1: Goto FS_MTHI

2,DK,RF: Goto WELFARE

21B

FS_MTHI

In how many of the past 12 months were food stamps or EBTs received?

Goto FS_AMT

21B

FS_AMT

What was the dollar value of the last food stamps or EBT received?

Goto WELFARE

21B

WELFARE

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of this household, including children,) receive any welfare payments or cash assistance from the state or local welfare office?

Please include even if only for one month.  Do NOT include benefits from food, energy, or rental assistance programs.


1. Yes
2. No

1: Goto WELFAREX

2,DK,RF: Goto MEALSPAY

21B

WELFAREX

? [F1]

What was the amount for the PAST 12 MONTHS?

1-99999999: Goto MEALSPAY

DK,RF: Goto WELFAREB

21B

WELFAREB

 48    ? [F1]

Could you tell me which range on CARD C best reflects the total amount of income from cash assistance from state or local government welfare programs during the PAST 12 MONTHS?


1. $0-$999
2. $1,000-$1,999
3. $2,000-$2,999
4. $3,000-$3,999
5. $4,000-$4,999
6. $5,000-$9,999
7. $10,000-$14,999
8. $15,000-$19,999
9. $20,000-$29,999
10. $30,000-$39,999
11. $40,000-$49,999
12. $50,000 and over

Goto MEALSPAY

21B

MEALSPAY

DURING THE PAST 12 MONTHS -

Have (you/you or any members of your household) received any free meals at work as part of your pay?


1. Yes
2. No

1: Goto MLPAYWKX

2,DK,RF: Goto S21B_END

21B

MLPAYWKX

About what was the WEEKLY dollar value of these meals?

Goto MLPYQWKS

21B

MLPYQWKS

How many weeks did (you/you or any members of your household) receive such meals during the past 12 months?

Goto S21B_END

22

LIAINTRO

The next few questions are about financial assets, credit, and loans.  We know people aren't used to discussing their debt and financial assets, but we use this information to get a picture of how spending relates to changes in debt and savings.  Be assured that, like all other information you have provided, these answers will be kept strictly confidential.

1. Enter 1 to Continue

Goto IRAX

22

IRAX

? [F1]

As of TODAY -- 

What is the total value of all retirement accounts such as 401(k)s, IRAs, Thrift Savings Plans that (you/your household) (own/owns)?

    If no retirement accounts, enter 0

0-999999999999: Goto IRAYRX

DK,RF: Goto IRAB

22

IRAB

 49     ? [F1]

Could you tell me which range on CARD D best reflects the total value of all retirement accounts such as 401(k)s, IRAs, and Thrift Savings Plans?


1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

1-6: Goto IRAYRX

DK,RF: Goto DEFBENRP

22

IRAYRX

? [F1]

What was the total value of all retirement accounts ONE YEAR AGO TODAY?

0-999999999999: Goto DEFBENRP

DK,RF: Goto IRAYRB

22

IRAYRB

 49    ? [F1]

Could you tell me which range on CARD D best reflects the total value of all retirement accounts ONE YEAR AGO TODAY?


1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

Goto DEFBENRP

22

DEFBENRP

? [F1]

Do (you/you or any members of your household) have a defined benefit retirement plan, such as a pension from an employer?


1. Yes
2. No

Goto STOCK

22

STOCK

? [F1]

Do (you/you or any members of your household) have any directly-held stocks, bonds, or mutual funds (Not in Retirement accounts/ )?

     
  Include U.S. savings bonds

1. Yes
2. No

1: Goto STOCKX

2,DK,RF: Goto LIQUIDX

22

STOCKX

? [F1]

As of TODAY -- 

What is the total value of all directly-held stocks, bonds, and mutual funds (Not in Retirement accounts/ ) that (you/your household) (own/owns)?

     
  Include US savings bonds

1-999999999999: Goto STOCKYRX

DK,RF: Goto STOCKB

22

STOCKB

 49    ? [F1]

Could you tell me which range on CARD D best reflects the total value of all directly-held stocks, bonds, and mutual funds (Not in Retirement accounts/ )?

     
  Include US savings bonds

1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

1-6: Goto STOCKYRX

DK,RF: Goto LIQUIDX

22

STOCKYRX

? [F1]

What was the total value of all directly-held stocks, bonds, and mutual funds (Not in Retirement accounts/ ) ONE YEAR AGO TODAY?

        Include US savings bonds

0-999999999999: Goto LIQUIDX

DK,RF: Goto STOCKYRB

22

STOCKYRB

 49    ? [F1]

Could you tell me which range on CARD D best reflects the total value of all directly-held stocks, bonds, and mutual funds (Not in Retirement accounts/ ) ONE YEAR AGO TODAY?

     
  Include US savings bonds

1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

Goto LIQUIDX

22

LIQUIDX

? [F1]

As of TODAY --

What is the total value of all checking, savings, money market accounts, and certificates of deposit or CDs (you/your household) (have/has)?

0-999999999999: Goto LIQUDYRX

DK, RF: Goto LIQUIDB

22

LIQUIDB

 50    ? [F1]

Could you tell me which range on CARD E best reflects the total value of checking, savings, money market accounts, and certificates of deposit or CDs?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

1-6: Goto LIQUDYRX

DK, RF: Goto WHOLIF

22

LIQUDYRX

? [F1]

What was the total value of all checking, savings, money market accounts, and certificates of deposit or CDs ONE YEAR AGO TODAY?

0-999999999999: Goto WHOLIF

DK, RF: Goto LIQUDYRB

22

LIQUDYRB

 50    ? [F1]

Could you tell me which range on CARD E best reflects the total value of all checking, savings, money market accounts, and certificates of deposit or CDs ONE YEAR AGO TODAY?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

Goto WHOLIF

22

WHOLIF

? [F1]
(Do/Does) (you/your household) own any whole life insurance or other life insurance policies that can be surrendered for cash or borrowed against prior to the death of the person insured?

     
  Also include universal life and variable life insurance
     
  Do NOT include term life insurance or other policies that only have a benefit upon death or disability

1. Yes
2. No

1: Goto WHOLIFX

2,DK,RF: Goto OTHAST

22

WHOLIFX

? [F1]

As of TODAY --

What is the total surrender value of these policies?

     
  Surrender value is also known as the cash value

     
  Enter the amount that can be borrowed or withdrawn prior to death, NOT the benefit upon
           death of the insured

1-999999999999: Goto WHLFYRX

DK,RF: Goto WHOLIFB

22

WHOLIFB

 50    ? [F1]
Could you tell me which range on CARD E best reflects the total surrender value of these policies?

         Surrender value is also known as the cash value
      
  Enter the amount that can be borrowed or withdrawn prior to death, NOT the benefit upon
           death of the insured


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

1-6: Goto WHLFYRX

DK,RF: Goto OTHAST

22

WHLFYRX

? [F1]

What was the total surrender value of these policies ONE YEAR AGO TODAY?

         Surrender value is also known as the cash value

      
  Enter the amount that can be borrowed or withdrawn prior to death, NOT the benefit upon
           death of the insured

0-999999999999: Goto OTHAST

DK,RF: Goto WHLFYRB

22

WHLFYRB

 50    ? [F1]
Could you tell me which range on CARD E best reflects the total surrender value of these policies ONE YEAR AGO TODAY?

     
  Surrender value is also known as the cash value
      
  Enter the amount that can be borrowed or withdrawn prior to death, NOT the benefit upon
            death of the insured


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

Goto OTHAST

22

OTHAST

(Do/Does) (you/your household) have any other financial assets, such as annuities, trusts, and royalties?

1. Yes
2. No

1: Goto OTHASTX

2,DK,RF: Goto CREDIT

22

OTHASTX

As of TODAY --

What is the total value of these other financial assets?

1-999999999999: Goto OTHSTYRX

DK, RF: Goto OTHASTB

22

OTHASTB

 49

Could you tell me which range on CARD D best reflects the total value of these other financial assets?


1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

1-6: Goto OTHSTYRX

DK, RF: Goto CREDIT

22

OTHSTYRX

What was the total value of these other financial assets ONES YEAR AGO TODAY?

0-999999999999: Goto CREDIT

DK,RF: Goto OTHSTYRB

22

OTHSTYRB

 49

Could you tell me which range on CARD D best reflects the total value of these other financial assets ONE YEAR AGO TODAY?


1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

Goto CREDIT

22

CREDIT

? [F1]

As of TODAY --

(Do/Does) (you/your household) have a balance on any major credit cards including store cards and gas cards?


1. Yes
2. No

1: Goto CREDITX

2,DK,RF: Goto STUDNT

22

CREDITX

? [F1]

What is the total amount owed on all cards?

1-999999999999: Goto CREDTYRX

DK, RF: Goto CREDITB

22

CREDITB

 50    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all major credit cards including store cards and gas cards?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

1-6: Goto CREDTYRX

DK,RF: Goto CREDFINX

22

CREDTYRX

? [F1]

What was the total amount owed on all cards ONE YEAR AGO TODAY?

0-999999999999: Goto CREDFINX

DK, RF: Goto CREDYRB

22

CREDYRB

 50    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all major credit cards including store cards and gas cards ONE YEAR AGO TODAY?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

Goto CREDFINX

22

CREDFINX

What was the total amount paid in finance, late charges, and interest for all cards in (last month)?

Goto STUDNT

22

STUDNT

? [F1]

As of TODAY --

(Do/Does) (you/your household) have any student loans?


1. Yes
2. No

1: Goto STUDNTX

2, DK, RF: Goto OTHLOAN

22

STUDNTX

? [F1]

What is the total amount owed on all student loans?

1-999999999999: Goto STDNTYRX

DK, RF: Goto STUDNTB

22

STUDNTB

 50    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all student loans?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

1-6: Goto STDNTYRX

DK, RF: Goto STUDFINX

22

STDNTYRX

? [F1]

What was the total amount owed on all student loans ONE YEAR AGO TODAY?

0-999999999999: Goto STUDFINX

DK, RF: Goto STDNTYRB

22

STDNTYRB

 50    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all student loans ONE YEAR AGO TODAY?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

Goto STUDFINX

22

STUDFINX

What was the total amount paid in finance, late charges, and interest for all student loans in (last month)?

Goto OTHLOAN

22

OTHLOAN

? [F1]
As of TODAY --

(Do/Does) (you/your household) have any other debt such as medical loans or personal loans?

     
  Do not include mortgages, home equity loans, or vehicle loans


1. Yes
2. No

1: Goto OTHLONX

2,DK,RF: Goto S22_END

22

OTHLONX

? [F1]

What is the total amount owed on all other loans?

     
  Do not include mortgages, home equity loans, or vehicle loans

1-999999999999: Goto OTHLNYRX

DK,RF: Goto OTHLONB

22

OTHLONB

 50    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all other loans?

     
  Do not include mortgages, home equity loans, or vehicle loans


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

1-6: Goto OTHLNYRX

DK,RF: Goto OTHFINX

22

OTHLNYRX

? [F1]

What was the total amount owed on all other loans ONE YEAR AGO TODAY?

     
  Do not include mortgages, home equity loans, or vehicle loans

0-999999999999: Goto OTHFINX

DK,RF: Goto OTHLNYRB

22

OTHLNYRB

 50    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all other loans ONE YEAR AGO TODAY?

     
  Do not include mortgages, home equity loans, or vehicle loans


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

Goto OTHFINX

22

OTHFINX

What was the total amount paid in finance, late charges, and interest for all other loans in (last month)?

     
  Do not include mortgages, home equity loans, or vehicle loans

Goto S22_END

BACK

SKIP_CHECK

Some Sections have been skipped.
Is there anyone in the household now that would be able to provide information on:

  Press Shift-F5 to view the status table


1. Yes
2. No
3. Battery problem

1: Goto SK_RESP

2: Goto APPTOTH

3: Goto DONE

BACK

SK_RESP

         Ask if necessary: 

           With whom am I speaking? 
         
      
  ENTER LINE NUMBER  or 95. For proxy respondent

1. ^NAME[1]
2. ^NAME[2]
3. ^NAME[3]
4. ^NAME[4]
5. ^NAME[5]
6. ^NAME[6]
7. ^NAME[7]
8. ^NAME[8]
9. ^NAME[9]
10. ^NAME[10]
11. ^NAME[11]
12. ^NAME[12]
13. ^NAME[13]
14. ^NAME[14]
15. ^NAME[15]
16. ^NAME[16]
17. ^NAME[17]
18. ^NAME[18]
19. ^NAME[19]
20. ^NAME[20]
21. ^NAME[21]
22. ^NAME[22]
23. ^NAME[23]
24. ^NAME[24]
25. ^NAME[25]
26. ^NAME[26]
27. ^NAME[27]
28. ^NAME[28]
29. ^NAME[29]
30. ^NAME[30]
95. Proxy Respondent

Goto SK_RESP2

BACK

APPTOTH

I'd like to schedule a DATE to (conduct/complete) the interview.
What DATE AND TIME would be best to visit again?

        
Today is: (current date)                           B.   Battery problem

       
  Missing Sections:  Press shift-F5 to view the status table

25 characters: Goto THANKCB

B: Goto DONE

RF: IF outcome = 202 then goto CBREF
ELSE goto VERIFY_INFO

BACK

CBREF

   Exit this case now.
    Call the case up again and make it a TYPE A non-interview before transmitting.


1. Enter 1 to Continue

Goto VERIFY_INFO

BACK

THANKCB

Thank you.

I will come back at the time suggested

   
  Revisit   (Appointment information)

1. Enter 1 to Continue

Goto VERIFY_INFO

BACK

CARDPIN

The letter we mailed you indicated that we would provide you with the PIN number for the debit card upon completion of the interview. Since we have now completed the interview, I can inform you that the PIN number is the last 4 digits of the card number.

1. Enter 1 to Continue

IF RT25.QTYPE = 1 or 2 then goto R_USE

ELSE goto DK_CHECK

BACK

R_USE

Did the respondent(s) refer to at least one record or receipt - either paper or digital - during the interview?

1. Yes
2. No

1: Goto CARDNAME

2: Goto DK_CHECK

BACK

CARDNAME

The letter we mailed you indicated that you would receive an additional $20 debit card for using any records during this interview. We will mail this debit card to (you/your household) within the next month. Who would you like this addressed to?

Goto DK_CHECK

BACK

DK_CHECK

   Are there any Don't Know items that you need to callback for?

            
  Press Ctrl-M to review all Don't Knows


1. Yes
2. No

1: Goto DK_APPT

2: Goto THANKYOU

BACK

DK_APPT

I'd like to schedule a DATE to complete the missing items.
What DATE AND TIME would be best to visit you again?

  Today is (current date)

  DK Items:  Press Ctrl-M to review all Don't Knows

Goto DK_THANK

BACK

DK_THANK

Thank you.

I will come back at the time suggested.

  Revisit:  (Appointment information)

1. Enter 1 to Continue

Goto VERIFY_INFO

BACK

THANKYOU

This concludes the interview.  Thank you for your patience, and for taking the time to answer
our questions.

Let me remind you that the information you provide is very valuable because it is used to
update the Consumer Price Index, which is one of our nation's leading economic indicators.

That is why we sincerely appreciate your participation in this survey (and look forward to your continued support when we contact you again in 3 months.)      
      
    
  Interview number: (1/2/3/4/5) 
   
  NOTE:  Inform the respondent that a supervisor may call them to conduct re-interview.
       Explain re-interview as needed.


1. Enter 1 to Continue

IF (RT25.DESIGN = 00 and INTNMBR = 1-4) or (RT25.DESIGN = 10 and INTNMBR = 1-3) then goto QTRAPPT
ELSE goto HOW_INTV

BACK

QTRAPPT

Today is (current date). I would like to return during the first week of (month) to conduct your next interview. What day and time works best with your schedule?

Enter date and time of the next quarter appointment.

Give respondent an appointment card with the filled-in date and time with Regional Office or Field Representative contact information.

NOTE : If you are not making an appointment for the next interview, press Enter.

Goto HOW_INTV

BACK

THANK2

Thank you for your time.  You've been very helpful.

            
NOTE:  Inform the respondent that a supervisor
                      may call them to conduct re-interview.
                      Explain re-interview as needed.

                                              
  Interview number:  (1/2/3/4/5)


1. Enter 1 to Continue

IF BCNAME ne blank then goto VERIFY_INFO

ELSEIF NONTYP = 1-3 then goto TELPV

ELSE goto DONE

BACK

TRANS


        
  Are you ready to transmit this case?


1. Yes
2. No

1: Goto MISS_SEC

2: Goto VERIFY_INFO

BACK

MISS_SEC

           No survey data were collected for a required section(s) in a 302 interview.
       
       
  Press F5 to view status table 

        Enter the reason that best describes why survey data was not collected.

Goto TELPV

BACK

HOW_INTV

    How did you collect the data for this (first/second/third/fourth/fifth) interview for this household?

1. Personal visit for all sections
2. Personal visit for all sections, but telephone followup for some questions
3. Personal visit for more than half of the sections, the rest by telephone
4. Equally split between personal visit and telephone
5. Telephone for more than half of the sections, the rest by personal visit
6. Telephone for all sections

1,6: Goto SNGL_INT

2: Goto TEL_RESN

3,4,5: Goto TEL_SECT

BACK

SNGL_INT

  Were you able to conduct the interview in a single (visit/call)?


1. Yes
2. No

IF HOW_INTV = 6 then goto TEL_RESN
ELSE goto CONVREF

BACK

TEL_SECT

  Which of these sections did you collect entirely by telephone?    

          Enter all that apply, separate with commas.   
   
           Do not select 6 or 7 if any part of the section was collected in person.



1. Sections 2 and 3 Housing - rent, mortgage, home equity loans.
2. Section 4 Utilities/Communications (electricity, heating, telephone, cable, internet).
3. Section 6 Appliances
4. Section 8 Home Furnishings
5. Section 9 Clothing
6. Sections 10, 11, and 12 Vehicle Expenses
7. Sections 13 and 14 Insurance
8. Section 15 Medical/Health Expenses
9. Section 18 Trips and Vacations
10. Section 21 Work Experience and Income

Goto TEL_RSN

BACK

TEL_RESN

  What was the main reason for collecting data by telephone?


1. Barriers to reaching the sample unit (i.e., doorman, security, dog).
2. Collecting data from additional respondent(s) in household
3. Excessive distance or travel time to sample unit.
4. Respondent called FR to do interview.
5. Respondent only available by telephone (scheduling issues).
6. Respondent refused personal visit.
7. Respondent requested telephone interview.
8. Other (Specify).

1-7: Goto CONVREF

8: Goto OTHTLRSN

BACK

OTHTLRSN

  Specify

Goto CONVREF

BACK

TELPV

          How did you collect MOST of the data for this case?  
            (Include follow-ups)



1. By personal visit
2. By phone

IF Bcoverage.NONTYP = 1 AND SECTCOMP[2 or 3] = 1 AND
NOCONTACT = 0 then goto RESPON

ELSE goto DONE

BACK

CONVREF

? [F1]

    
  Was this a converted refusal?
                                             

1. Yes
2. No

Goto RESPON

BACK

RESPON

        Enter the line number of the MAIN respondent.      

1. ^NAME[1]
2. ^NAME[2]
3. ^NAME[3]
4. ^NAME[4]
5. ^NAME[5]
6. ^NAME[6]
7. ^NAME[7]
8. ^NAME[8]
9. ^NAME[9]
10. ^NAME[10]
11. ^NAME[11]
12. ^NAME[12]
13. ^NAME[13]
14. ^NAME[14]
15. ^NAME[15]
16. ^NAME[16]
17. ^NAME[17]
18. ^NAME[18]
19. ^NAME[19]
20. ^NAME[20]
21. ^NAME[21]
22. ^NAME[22]
23. ^NAME[23]
24. ^NAME[24]
25. ^NAME[25]
26. ^NAME[26]
27. ^NAME[27]
28. ^NAME[28]
29. ^NAME[29]
30. ^NAME[30]
95. Proxy Respondent

Goto OTHRSP

BACK

OTHRSP

       Enter the line number of ALL OTHER respondents.           
              
       Enter  0  For None                                                
          

 (Display Names of persons in the household)

0. None
1. ^NAMEonly(1)
2. ^NAMEonly(2)
3. ^NAMEonly(3)
4. ^NAMEonly(4)
5. ^NAMEonly(5)
6. ^NAMEonly(6)
7. ^NAMEonly(7)
8. ^NAMEonly(8)
9. ^NAMEonly(9)
10. ^NAMEonly(10)
11. ^NAMEonly(11)
12. ^NAMEonly(12)
13. ^NAMEonly(13)
14. ^NAMEonly(14)
15. ^NAMEonly(15)
16. ^NAMEonly(16)
17. ^NAMEonly(17)
18. ^NAMEonly(18)
19. ^NAMEonly(19)
20. ^NAMEonly(20)
21. ^NAMEonly(21)
22. ^NAMEonly(22)
23. ^NAMEonly(23)
24. ^NAMEonly(24)
25. ^NAMEonly(25)
26. ^NAMEonly(26)
27. ^NAMEonly(27)
28. ^NAMEonly(28)
29. ^NAMEonly(29)
30. ^NAMEonly(30)
95. Proxy respondent

Goto USERECS

BACK

USERECS

In this interview, how often did the respondent consult records?


1. Always or almost always
2. Most of the time
3. Occasionally or used at least one record
4. Never, no records used

1-3: Goto TYPERECS

4: Goto HOMEFILE

BACK

TYPERECS

What types of bills, receipts, or records did the respondent(s) use to answer expenditure questions?

Enter all that apply, separate with commas.



1. Bills
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts or e-mail receipts
5. Home file (provided by Census Bureau)
6. Contracts or agreements
7. Credit card, bank, or online bill-paying statements
8. Pay stub
9. Other- specify

1-8: Goto RSECTN

9: Goto SPECRECS

BACK

SPECRECS

  Specify

Goto RSECTN

BACK

RSECTN

Which of these sections did the respondent(s) use bills, receipts, or other resources to answer
expenditure questions?

Enter all that apply, separate with commas.

1. Section 1 - General Housing Characteristics
2. Section 2 - Rental Living Quarters
3. Sections 3 - Owned Living Quarters & Other Owned Real Estate
4. Section 4 - Utilities and Fuels
5. Section 5 - Construction, Repairs, Alterations, and Maintenance of Property
6. Section 6 - Appliances, Household Equipment, and Other Selected Items
7. Section 7 - Household Item Repairs, Service Contracts, and Extended Warranties
8. Section 8 - Home Furnishings and Related Household Items
9. Section 9 - Clothing and Clothing Services
10. Section 10 - Rented and Leased Vehicles
11. Section 11 - Owned vehicles
12. Section 12 - Vehicle Operating Expenses
13. Section 13 - Insurance Other than Health
14. Section 14 - Health Insurance
15. Section 15 - Medical and Health Expenses
16. Section 16 - Educational Expenses
17. Section 17 - Subscriptions, Memberships, Books, and Entertainment Expenses
18. Section 18 - Trips and Vacations
19. Section 19 - Miscellaneous Expenses
20. Section 20 - Expense Patterns for Selected Goods and Services
21. Section 21 - Work Experience and Income
22. Section 22 - Assets and Liabilities

Goto HOMEFILE

BACK

HOMEFILE


  
   Did you give the respondent a Home File this quarter?
                                             

1. Yes
2. No

Goto INFOBOOK

BACK

INFOBOOK


    
   In the interview, how often did the respondent consult the information booklet?

     
  If reading the book to the respondent, enter 5.
                                             

1. Almost always (90% of the time or more)
2. Most of the time (50% to 89% of the time)
3. Occasionally (10% to 49% of the time)
4. Never or almost never (less than 10% of the time)
5. The respondent did not have access to the information booklet.

Goto LANGUAGE

BACK

LANGUAGE


  
  In what language was the interview conducted?
                                             


1. English
2. Spanish
3. Other - specify

1,2: Goto VERIFY_INFO

3: Goto LANG_SP

BACK

LANG_SP

    Specify

Goto VERIFY_INFO

BACK

VERIFY_INFO


  
       Verify/change any of the information listed below
        

     
 Telephone number:    ((area)) (phone number)   (Extension)
     Second phone: (2nd phone number)   (2nd phone extension)
      Best time to call :  (Bestime code description)
    Specific best time:  (best time specify)

               No Sunday:  ((No Sunday Interview/Sunday interview okay)) 



1. Enter 1 to Continue
2. Change something

1: Goto DONE

2: Goto V_PHONE

BACK

V_PHONE

What is your telephone number?

        
 Enter 0 for none.

Goto V_BSTTI

BACK

V_BSTTI

    Best time to contact
                                            


1. Morning (9am-12noon)
2. Noon/lunchtime (11am-1pm)
3. Afternoon (12noon-4pm)
4. Suppertime/early evening/dinnertime(4pm-7pm)
5. Evening (6pm-9pm)
6. Anytime (9am-9pm)
7. Late evening/night (7pm-9pm)
8. Daytime (9am-4pm)
9. After 5pm
10. Battery problem

1-9, Empty: Goto V_BSTTI2

10: Goto DONE

BACK

V_BSTTI2

      Enter specific best time to contact

Goto V_NOSUN

BACK

V_NOSUN

 Would a Sunday interview be acceptable?


1. Yes
2. No
3. battery problem

Goto DONE





Page 29 of 29


File Typeapplication/vnd.openxmlformats-officedocument.wordprocessingml.document
AuthorBrattland, Janel - BLS
File Modified0000-00-00
File Created2021-01-24

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