Attachment Z - CEQ changes

CEQ April 2017 CAPI Inst. Req’ts – CE Changes

Consumer Expenditure CEQ Survey April 2017 Instrument Requirements

FRONT Section changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
FRONT	GENINTRO	Remove incentive test changes	Do not read as worded below Identify yourself – show ID ^Genintro Introduce survey ^Genintro3 The Household address is ^Rt20hno ^Rt20hnosuf ^Rt20strname ^Rt20unitdes Read if necessary: I am (your name) from the US 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? Yes No Skip instructions: 1: IF (INTNMBR=1 AND QTYPE=1, 2, or 3) goto RECVDEBT ELSE goto INTROB 2: goto GIVE_LETTER 3: exit block and goto BCOVERAGE.NONTYP	Do not read as worded below Identify yourself – show ID ^Genintro Introduce survey ^Genintro3 The Household address is ^Rt20hno ^Rt20hnosuf ^Rt20strname ^Rt20unitdes Read if necessary: I am (your name) from the US 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? Yes No Skip instructions: 1: goto INTROB 2: goto GIVE_LETTER 3: exit block and goto BCOVERAGE.NONTYP
FRONT	GIVE_LETTER	Remove incentive test changes	Hand the respondent the letter Allow time to read Enter 1 to continue Skip instructions: IF (INTNMBR=1 AND QTYPE=1, 2, or 3) goto RECVDEBT ELSE goto INTROB	Hand the respondent the letter Allow time to read Enter 1 to continue Skip instructions: goto INTROB
FRONT	RECVDEBT	Delete variable	[Fill1: The letter you received should have included a debit card^Fill5, which is a token of appreciation from the Census Bureau for completing the interview.’ [Fill2: You should have also received a debit card^Fill5 as a token of appreciation from the Census Bureau for completing the interview.] [Fill3: Did anyone living at this address receive the debit card?] [Fill4: Did (READ NAMES) receive a debit card?] [Display roster for this CU] Yes No Fill1 instructions: If GENINTRO=1, fill Fill1 else leave blank. Fill2 instructions: If GIVE_LETTER=1, fill Fill2 else leave blank. Fill3 instructions: If case is NOT a spawned CU, fill Fill3 else leave blank. Fill4 instructions: If case IS a spawned CU, fill Fill4 else leave blank. Fill5 instructions: If QTYPE=1 or 3 fill “ and a five-dollar bill” else leave blank. Display roster fill instructions: If case IS a spawned CU display roster; else leave blank. Skip instructions: 1, REF: goto INTROB 2, DK: goto NOTRCV40	Delete variable
FRONT	NOTRCV40	Delete variable	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. Enter 1 to continue Skip instructions: goto RCRDNM40	Delete variable
FRONT	RCRDNM40	Delete variable	Who would you like the replacement card addressed to? Skip instructions: 100 characters, DK, REF: goto INTROB	Delete variable

CEINTRO Section changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
CEINTRO	BCEINTRO	Remove incentive test changes	Universe: (BAdmin.ExitInterview <> 1) AND (BAdmin.ReplaceSpawn <> 1) AND (BFront.Start= 1 or 2) AND (BFront.INTROB ne 2-6) Block instructions: IF (INTNMBR=2 AND PIN_FLAG=1, 2 or 3) goto DEBT40 ELSE goto CEINTRO	Universe: (BAdmin.ExitInterview <> 1) AND (BAdmin.ReplaceSpawn <> 1) AND (BFront.Start= 1 or 2) AND (BFront.INTROB ne 2-6)
CEINTRO	DEBT40	Delete variable	After completing the last interview in ^REF_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 No problems Have not received the card Have not used the card ATM did not accept the debit card Store did not accept the debit card Forgot PIN PIN did not work Instructions were not clear Instructions were lost Lost or misplaced debit card Other – specify Don’t know Skip instructions: 0-2, 9: IF 0, 1, 2, or 9 is selected with any other answer list option then goto CK_DEBT40 ELSEIF PIN_FLAG=1 goto DEBT20 ELSE goto CE_INTRO 3-8, 10-11: IF 10 is selected goto DEBT40SP ELSEIF PIN_TYPE=1 goto DEBT20 ELSE goto CE_INTRO REF: IF PIN_TYPE=1 goto DEBT20 ELSE goto CE_INTRO	Delete variable
CEINTRO	DEBT40SP	Delete variable	Specify: Skip instructions: IF PIN_TYPE=1 goto DEBT20 ELSE goto CE_INTRO	Delete variable
CEINTRO	DEBT20	Delete variable	After the last interview in ^REF_MONTH, we sent you a debit card for $20. Did you have any problems using the card? Enter all that apply, separate with commas No problems Have not received the card Have not used the card ATM did not accept the debit card Store did not accept the debit card Forgot PIN PIN did not work Instructions were not clear Instructions were lost Lost or misplaced debit card Other – specify Don’t know Skip instructions: 0-2, 9: IF 0, 1, 2, or 9 is selected with any other answer list option then goto CK_DEBT40 ELSEIF 1 or 9 is selected goto NOTRCV20 ELSE goto CE_INTRO 3-8, 10-11: IF 10 is selected goto DEBT20SP ELSE goto CE_INTRO REF: goto CE_INTRO	Delete variable
CEINTRO	DEBT20SP	Delete variable	Specify: Skip instructions: goto CE_INTRO	Delete variable
CEINTRO	NOTRCV20	Delete variable	I’m sorry that [fill1: you have not received the card/the original debit card we sent you was misplaced]. We will send you a replacement card in the amount of $20 as soon as possible. If the original card [fill2: arrives/is found], please destroy it since we will be deactivating it. Enter 1 to continue Fill1 instructions: If DEBT20=1 fill “you have not received the card” If DEBT20=9 fill “the original debit card we sent you was misplaced” Fill2 instructions: If DEBT20=1 fill “arrives“ If DEBT20=9 fill “is found” Skip instructions: goto RCRDNM20	Delete variable
CEINTRO	RCRDNM20	Delete variable	Who would you like the replacement card addressed to? Skip instructions: 100 characters, DK, REF: goto CEINTRO	Delete variable
CEINTRO	CE_INTRO	Remove incentive test changes	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 ^REF_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. ^Debit Enter 1 to continue Debit fill instructions: If (INTNMBR=2 AND PIN_FLAG=1,2, or 3) fill “Please do not include any purchases made with the debit ^CARDS we have sent you.” CARDS fill instructions: If INTNMBR=2 and PIN_FLAG=1, fill “cards” else fill “card” Skip instructions: goto BUSCREEN	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 ^REF_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. Enter 1 to continue Skip instructions: goto BUSCREEN

Section 2/2B changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
2/2B	RENTX2	Add a soft error prompt for values that are significantly above or below the amount entered for the 1st month of the reference period (changes in red)	What was the total rental payment for ^TWO_MONTH for this unit? Skip instructions: 0-9999999: IF RENTX2 gt 3000 then goot ERR1_RENTX2 ELSE goto RENTX3 DK, REF: goto RENTX3	What was the total rental payment for ^TWO_MONTH for this unit? Skip instructions: 0-9999999: IF RENTX2 gt 3000 then goot ERR1_RENTX2 ELSE goto RENTX3 ELSEIF RENTX1 ne 0 AND RENTX2 ne 0 AND ((RENTX2 le 0.6 * RENTX1) OR (RENTX2 ge 1.4 * RENTX1)) goto ERR2_RENTX2 DK, REF: goto RENTX3
2/2B	ERR2_RENTX2	New soft error prompt for RENTX2 values that are not zero but are significantly greater or lesser than RENTX1 when RENTX1 is not 0.	N/A	THE VALUE ENTERED IS CONSIDERABLY HIGHER OR LOWER THAN THE VALUE FOR THE PREVIOUS MONTH PLEASE VERIFY Skip instructions: Suppress: goto RENTX3 All others, go back to RENTX2
2/2B	RENTX3	Add a soft error prompt for values that are significantly above or below the amount entered for the 2ND month of the reference period (changes in red)	What was the total rental payment for ^LAST_MONTH for this unit? Skip instructions: 0-9999999: IF RENTX3 gt 3000 then goot ERR1_RENTX3 ELSE goto RTELECT DK, REF: goto RTELECT	What was the total rental payment for ^LAST_MONTH for this unit? Skip instructions: 0-9999999: IF RENTX3 gt 3000 then goot ERR1_RENTX3 ELSE goto RTELECT ELSEIF RENTX2 ne 0 AND RENTX3 ne 0 AND ((RENTX3 le 0.6 * RENTX2) OR (RENTX3 ge 1.4 * RENTX2)) goto ERR2_RENTX3 DK, REF: goto RTELECT
2/2B	ERR2_RENTX3	New soft error prompt for RENTX3 values that are not zero but are significantly greater or lesser than RENTX2 when RENTX2 is not 0.	N/A	THE VALUE ENTERED IS CONSIDERABLY HIGHER OR LOWER THAN THE VALUE FOR THE PREVIOUS MONTH PLEASE VERIFY Skip instructions: Suppress: goto RTELECT All others, go back to RENTX3

Section 2 only changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
2	UNITFEAT	Add response option and output variable for solar panels	Does this unit have any of the following? Enter all that apply, separate with commas None Swimming Pool Off Street Parking Porch, terrace, patio, or balcony Apartment or guest house Central air conditioning Window air conditioning Don’t know Store instructions: IF precode 1 selected, store 01 in SWIMPOOL IF precode 2 selected, store 02 in OFSTPARK IF precode 3 selected, store 03 in PORCH IF precode 4 selected, store 04 in APTMENT IF precode 5 selected, store 05 in CNTRALAC IF precode 6 selected, store 06 in WINDOWAC IF precode 77 selected, store 07 in DNTKNOW IF RF is entered, store 98 in SWIMPOOL, OFSTPARK, PORCH, APTMENT, CNTRALAC, WINDOWAC, and DNTKNOW IF 0 is entered, store a blank in SWIMPOOL, OFSTPARK, PORCH, APTMENT, CNTRALAC, WINDOWAC, and DNTKNOW Special instructions: Answer list options 1-6 should be in bold black (Options 0 and 77 should be in regular black) Skip instructions: IF 0 is selected with other values then goto CK_UNITFEAT ELSEIF 8500.YRBUILT=EMPTY then goto YRBUILT ELSE exit block and goto Section 3.	Does this unit have any of the following? Enter all that apply, separate with commas None Swimming Pool Off Street Parking Porch, terrace, patio, or balcony Apartment or guest house Central air conditioning Window air conditioning Solar panels Don’t know Store instructions: IF precode 1 selected, store 01 in SWIMPOOL IF precode 2 selected, store 02 in OFSTPARK IF precode 3 selected, store 03 in PORCH IF precode 4 selected, store 04 in APTMENT IF precode 5 selected, store 05 in CNTRALAC IF precode 6 selected, store 06 in WINDOWAC IF precode 7 selected, store 08 in SOLARPNL IF precode 77 selected, store 07 in DNTKNOW IF RF is entered, store 98 in SWIMPOOL, OFSTPARK, PORCH, APTMENT, CNTRALAC, WINDOWAC, SOLARPNL, and DNTKNOW IF 0 is entered, store a blank in SWIMPOOL, OFSTPARK, PORCH, APTMENT, CNTRALAC, WINDOWAC, SOLARPNL, and DNTKNOW Special instructions: Answer list options 1-7 should be in bold black (Options 0 and 77 should be in regular black) Skip instructions: IF 0 is selected with other values then goto CK_UNITFEAT ELSEIF 8500.YRBUILT=EMPTY then goto YRBUILT ELSE exit block and goto Section 3.

Section 3F changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
3F	ORG_INTR	Update skip instructions for new REFI question.	Now I will ask some questions about your ^LOAN_RANK ^MORTGAGE_LUMPSUM. These questions refer to the ^MORTGAGE_LUMPSUM you are currently making payments on. Continue Delete the loan Skip instructions: 1: Goto ORGMRTX 2: Goto S3FG_END	Now I will ask some questions about your ^LOAN_RANK ^MORTGAGE_LUMPSUM. These questions refer to the ^MORTGAGE_LUMPSUM you are currently making payments on. Continue Delete the loan Skip instructions: 1: Goto REFI 2: Goto S3FG_END
3F	REFI	New question to ask whether they have ever refinanced the loan Updated “Have” to the Have/Has fill	n/a	^HaveHas_C ^YOU_YRCU ever refinanced this mortgage? Yes No Skip instructions: goto FRSTPYYR
3F	FRSTPYYR	Move FRSTPYYR and FRSTPYMO before ORGMRTX (and after new REFI question) Add new fills based on response to new REFI question	In what year did ^YOU_YRCU make the first payment on this ^MORTGAGE_LUMPSUM? Skip instructions: 1900-9999: IF gt 2010 or lt 1970 then goto ERR1_FRSTPYYR ELSE goto FRSTPYMO DK,RF: Goto FRSTPYMO	In what year did ^YOU_YRCU make the first payment on this ^MORTGAGE_LUMPSUM ^AFTERREFINANCING? ^FR_REFINANCE_YR AFTERREFINANCING Fill instructions” if REFI=1 fill “after refinancing” else leave blank FR_REFINANCE_YR fill instructions: if REFI=1 fill “* Enter year of first payment after the most recent refinancing” else leave blank Skip instructions: 1900-9999: IF gt 2010 or lt 1970 then goto ERR1_FRSTPYYR ELSE goto FRSTPYMO DK,RF: Goto FRSTPYMO
3F	FRSTPYYR	Move FRSTPYYR and FRSTPYMO before ORGMRTX (and after new REFI question) Add new fills based on response to new REFI question	In what month did ^YOU_YRCU make the first payment on this ^MORTGAGE_LUMPSUM? January February March April May June July August September October November December Skip instructions: IF FRSTPYYR and FRSTPYMO are gt (current month + 2 and year) then goto CK_FRPSTYMO ELSE MTERM	In what month did ^YOU_YRCU make the first payment on this ^MORTGAGE_LUMPSUM ^AFTERREFINANCING? ^FR_REFINANCE_YR January February March April May June July August September October November December AFTERREFINANCING Fill instructions” if REFI=1 fill “after refinancing” else leave blank FR_REFINANCE_YR fill instructions: if REFI=1 fill “* Enter year of first payment after the most recent refinancing” else leave blank Skip instructions: IF FRSTPYYR and FRSTPYMO are gt (current month + 2 and year) then goto CK_FRPSTYMO ELSE goto ORGMRTX
3F	ORGMRTX	Update wording slightly as shown (by replacing “the” with “this” and deleting “first”) Update skip instructions due to new pattern (ORGMRTX now between FRSTPMO and MTERM)	What was the amount of the ^MORTGAGE_LUMPSUM when ^YOU_YRCU first obtained it, not including any interest? Skip instructions: IF (ORGMRTX ne DK or RF) AND [ (OWNYB = 100 and ORGMRTX lt 5000 or gt 315000) OR (OWNYB = 200 and ORGMRTX lt 3000 or gt 350000) OR (OWNYB = 300 and ORGMRTX lt 3000 or gt 400000) OR (OWNYB = 400 and ORGMRTX lt 1000 or gt 124900) ] then goto ERR1_ORGMRTX ELSE goto FRSTPYYR	What was the amount of this ^MORTGAGE_LUMPSUM when ^YOU_YRCU obtained it, not including any interest? Skip instructions: IF (ORGMRTX ne DK or RF) AND [ (OWNYB = 100 and ORGMRTX lt 5000 or gt 315000) OR (OWNYB = 200 and ORGMRTX lt 3000 or gt 350000) OR (OWNYB = 300 and ORGMRTX lt 3000 or gt 400000) OR (OWNYB = 400 and ORGMRTX lt 1000 or gt 124900) ] then goto ERR1_ORGMRTX ELSE goto MTERM

Section 3I changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
3I	BSECT3I	Skip ground rent for condos, co-ops, timeshares, and unimproved land	Block instructions: Section Label: Section 3, Part I – Ownership Costs NOTE: If OWNYB=600, goto VAC_RNTQ If there are active loans on this property, goto MORTSPEC All others goto GRNDRENT	Block instructions: Section Label: Section 3, Part I – Ownership Costs NOTE: IF OWNYB=600, goto VAC_RNTQ IF there are active loans on this property, goto MORTSPEC ELSEIF there are no active loans and PROPTYPE=1, goto PAYCONDO ELSEIF there are no active loans and PROPTYPE=2, goto COOPPRG3 ELSEIF there are no active loans and PROPTYPE=3 AND TIMESHAR=1, goto PAYHOASS ELSEIF there are no active loans and PROPTYPE=3 AND OWNYB=400, goto PAYHOASS ELSE goto GRNDRENT
3I	MORTSPEC	Reword question to mention “not including this month” Skip ground rent for condos, co-ops, timeshares, and unimproved land	Now I’m going to ask about other ownership costs for your ^PROPDESC. Since the first of ^REF_MONTH, have ^YOU_ANYMEM paid more than the amount required on any mortgage or lump sum home equity loan for this property? Yes No Skip instructions: 1: goto SPECIALX 2, DK, REF: goto GRNDRENT	Now I’m going to ask about other ownership costs for your ^PROPDESC. Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM paid more than the amount required on any mortgage or lump sum home equity loan for this property? Yes No Skip instructions: 1: goto SPECIALX 2, DK, REF: IF PROPTYPE=1, goto PAYCONDO ELSEIF PROPTYPE=2, goto COOPPRG3 ELSEIF PROPTYPE=3 AND TIMESHAR=1, goto PAYHOASS ELSEIF PROPTYPE=3 AND OWNYB=400, goto PAYHOASS ELSE goto GRNDRENT
3I	SPECIALX	Add “Since the first of ^REF_MONTH not including this month – “ in grey to the beginning of the question wording Update skip instructions to reflect deletion of SPECLXCM Skip ground rent for condos, co-ops, timeshares, and unimproved land	How much EXTRA did ^YOU_YRCU pay? Skip instructions: 1-99,999,999: IF le 8 or gt 14,000 then goto ERR1_SPECIALX ELSE goto SPECLXCM DK, RF: goto GRNDRENT	Since the first of ^REF_MONTH not including this month - How much EXTRA did ^YOU_YRCU pay? Skip instructions: 1-99,999,999: IF SPECIALX le 8 or gt 14,000 then goto ERR1_SPECIALX ELSEIF PROPTYPE=1, goto PAYCONDO ELSEIF PROPTYPE=2, goto COOPPRG3 ELSEIF PROPTYPE=3 AND TIMESHAR=1, goto PAYHOASS ELSEIF PROPTYPE=3 AND OWNYB=400, goto PAYHOASS ELSE goto GRNDRENT DK, RF: IF PROPTYPE=1, goto PAYCONDO ELSEIF PROPTYPE=2, goto COOPPRG3 ELSEIF PROPTYPE=3 AND TIMESHAR=1, goto PAYHOASS ELSEIF PROPTYPE=3 AND OWNYB=400, goto PAYHOASS ELSE goto GRNDRENT
3I	SPECLXCM	Delete variable.	How much of that amount was paid this month? Skip instructions: 0-99,999,999: IF SPECLXCM lt 5 or gt 1762 then goto ERR1_SPECLXCM ELSEIF SPECLXCM gt SPECIALX then goto CK_SPECLXCM ELSE goto GRNDRENT DK, REF: goto GRNDRENT	Delete variable.
3I	GRNDRENT	Reword question to mention “not including this month” Remove references to PROPTYPE in skip instructions (only PROPTYPE=3 will be on path for GRNRENT)	^OWNCOSTS Since the first of ^REF_MONTH, ^have_has2 ^YOU_YRCU made any payments for ground or land rent for ^PROPDESC? Yes No Skip instructions: 1: goto GRNDRNTX 2, DK, REF: IF PROPTYPE=1 then goto PAYCONDO IF PROPTYPE=2 then goto COOPRG3 IF PROPTYPE=3 then goto PAYHOASS	^OWNCOSTS Since the first of ^REF_MONTH not including this month, ^have_has2 ^YOU_YRCU made any payments for ground or land rent for ^PROPDESC? Yes No Skip instructions: 1: goto GRNDRNTX 2, DK, REF: goto PAYHOASS
3I	GRNDRNTX	Add “Since the first of ^REF_MONTH not including this month – “ in grey to the beginning of the question wording Update skip instructions to reflect deletion of GRNDRNTX Remove references to PROPTYPE in skip instructions (only PROPTYPE=3 will be on path for GRNRENT)	What was the total amount paid? Skip instructions: 1-99999999: IF GRNDRNTX lt 45 or gt 2465 then goto ERR1_GRNDRNTX ELSE goto GRNDRTCX DK, REF: IF PROPTYPE=1 then goto PAYCONDO IF PROPTYPE=2 then goto COOPRG3 IF PROPTYPE=3 then goto PAYHOASS	Since the first of ^REF_MONTH not including this month - What was the total amount paid? Skip instructions: 1-99999999: IF GRNDRNTX lt 45 or gt 2465 then goto ERR1_GRNDRNTX ELSE goto PAYHOASS DK, REF: goto PAYHOASS
3I	GRNDRTCX	Delete variable.	How much of that amount was paid this month? Skip instructions: 0-99,999,999: IF GRNDRTCX=1-5 or gt 759 then goto ERR1_GRNDRTCX ELSEIF GRNDRTCX gt GRNDRNTX then goto CK_GRNDRTCX ELSEIF PROPTYPE=1 then goto PAYCONDO ELSEIF PROPTYPE=2 then goto COOPRG3 ELSE goto PAYHOASS DK, REF: IF PROPTYPE=1 then goto PAYCONDO IF PROPTYPE=2 then goto COOPRG3 IF PROPTYPE=3 then goto PAYHOASS	Delete variable.
3I	COOPRG3	Reword question to mention “not including this month”	Now I’d like to ask you about payments ^YOU_YRCU ^make_makes directly to the cooperative for ^YR_YRCUS share of its costs. Since the first of ^REF_MONTH, have ^YOU_ANYMEM 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 Repayment of loans owed by cooperative Property taxes Property insurance Management Repairs or maintenance, including lawn care or snow removal Improvements Recreational including swimming, golf, or tennis facilities Security including guards or alarm systems Utilities such as gas, electricity, water, heat Trash collection Other No payments made Don’t know Skip instructions: 12, REF: goto SPCLPAY 1-11, 77: IF 11 selected then goto CORGOTH ELSE goto MGOTHERX	Now I’d like to ask you about payments ^YOU_YRCU ^make_makes directly to the cooperative for ^YR_YRCUS share of its costs. Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM 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 Repayment of loans owed by cooperative Property taxes Property insurance Management Repairs or maintenance, including lawn care or snow removal Improvements Recreational including swimming, golf, or tennis facilities Security including guards or alarm systems Utilities such as gas, electricity, water, heat Trash collection Other No payments made Don’t know Skip instructions: 12, REF: goto SPCLPAY 1-11, 77: IF 11 selected then goto CORGOTH ELSE goto MGOTHERX
3I	MGOTHER	Reword question to mention “not including this month” Update skip instructions to account for new variable MGOTHPYX Revised skip pattern	Since the first of ^REF_MONTH, have you made ANY regular payments for these services? Yes No Skip instructions: 1, DK, REF: goto MGOTHERX 2: IF PROPTYPE=2 then goto SPCLPAY1 ELSE goto SPCLPAY2	Since the first of ^REF_MONTH not including this month, have you made ANY regular payments for these services? Yes No Skip instructions: 1, DK, REF: goto MGOTHPPD 2: IF PROPTYPE=2 then goto SPCLPAY1 ELSE goto SPCLPAY2
3I	MGOTHPPD	New variable to pick up rate frequency Reversed order of MGOTHPYX & MGOTHPPD Revised question wording along current HHIRRPMPA & HHIREGXA	N/A	How often ^dodoes ^YOU_YRCU currently pay for these services? Once a month Every 2 months Quarterly (every 3 months) Once every 4 months Twice a year (every 6 months) Once a year Other Skip instructions: 1-6: goto MGOTHPYX 7, DK, REF: goto MGOTHERX
3I	MGOTHPYX	New variable to pick up rate $ amount Reversed order of MGOTHPYX & MGOTHPPD Revised question wording along current HHIRRPMPA & HHIREGXA Corrected skip instructions	N/A	What is the amount currently paid ^MGOTHPPD? Fill instructions: If MGOTHPPD=1 fill “once a month” ELSEIF MGOTHPPD=2 fill “every two months” ELSEIF MGOTHPPD=3 fill “every three months” ELSEIF MGOTHPPD=4 fill “every four months” ELSEIF MGOTHPPD=5 fill “every six months” ELSEIF MGOTHPPD=6 fill “once a year” Skip instructions: IF PROPTYPE=2 then goto SPCLPAY1 ELSE goto SPCLPAY2
3I	MGOTHERX	Reword question to mention “not including this month” Update skip instructions due to deleting MGOTHRCX	Since the first of ^REF_MONTH, how much ^have_has2 ^YOU_YRCU paid for these services? Yes No Skip instructions: 1-99,999,999: IF OWNYB=100 and MGOTHERX lt 10 or gt 2100 then goto ERR1_MGOTHERX ELSEIF OWNYB=200-400 and MGOTHER lt 5 or gt 2610 then goto ERR1_MGOTHERX ELSE goto MGOTHRCX 0, DK, REF: IF PROPTYPE=2 then goto SPCLPAY1 ELSE goto SPCLPAY2	Since the first of ^REF_MONTH not including this month, how much ^have_has2 ^YOU_YRCU paid for these services? Yes No Skip instructions: 1-99,999,999: IF OWNYB=100 and MGOTHERX lt 10 or gt 2100 then goto ERR1_MGOTHERX ELSEIF OWNYB=200-400 and MGOTHER lt 5 or gt 2610 then goto ERR1_MGOTHERX ELSEIF PROPTYPE=2 then goto SPCLPAY1 ELSE goto SPCLPAY2 0, DK, REF: IF PROPTYPE=2 then goto SPCLPAY1 ELSE goto SPCLPAY2
3I	MGOTHRCX	Delete variable	How much of that amount was paid this month? Skip instructions: 0-99999999: IF OWNYB=DK or RF and MGOTHRCX=1-5 or gt 11000 then goto ERR1_MGOTHRCX ELSEIF OWNYB=100 and MGOTHRCX=1-5 or gt 870 then goto ERR1_MGOTHRCX ELSEIF OWNYB=200-400 and MGOTHRCX=1-5 or gt 635 then goto ERR1_MGOTHRCX ELSEIF MGOTHRCX gt MGOTHERX then goto CK_MGOTHRCX ELSEIF PROPTYPE=2 then goto SPCLPAY1 ELSE goto SPCLPAY2 DK, REF: IF PROPTYPE=2 then goto SPCLPAY1 ELSE goto SPCLPAY2	Delete variable.
3I	COOPSP3	Reword question to mention “not including this month”	Since the first of ^REF_MONTH, what services were provided? Enter all that apply, separate with commas Repayment of loans owed by the cooperative Property taxes Property insurance Management Repairs or maintenance, including lawn care or snow removal Improvements Recreational including swimming, golf, or tennis facilities Security including guards or alarm systems Utilities such as gas, electricity, water, heat Trash collection Other Don’t know Skip instructions: If 11 is selected then goto COSPOTH ELSE goto SPECLX	Since the first of ^REF_MONTH not including this month, what services were provided? Enter all that apply, separate with commas Repayment of loans owed by the cooperative Property taxes Property insurance Management Repairs or maintenance, including lawn care or snow removal Improvements Recreational including swimming, golf, or tennis facilities Security including guards or alarm systems Utilities such as gas, electricity, water, heat Trash collection Other Don’t know Skip instructions: If 11 is selected then goto COSPOTH ELSE goto SPECLX
3I	HOCOSP3	Reword question to mention “not including this month”	Since the first of ^REF_MONTH, what services were provided? Enter all that apply, separate with commas Management Repairs or maintenance, including lawn care or snow removal Improvements Utilities such as gas, electricity, water, heat Parking Recreational including swimming, golf, or tennis facilities Security including guards or alarm systems Maid services Medical services Trash collection Other Don’t know Skip instructions: IF 11 is selected then goto HOSPOTH ELSE goto SPECLX	Since the first of ^REF_MONTH not including this month, what services were provided? Enter all that apply, separate with commas Management Repairs or maintenance, including lawn care or snow removal Improvements Utilities such as gas, electricity, water, heat Parking Recreational including swimming, golf, or tennis facilities Security including guards or alarm systems Maid services Medical services Trash collection Other Don’t know Skip instructions: IF 11 is selected then goto HOSPOTH ELSE goto SPECLX
3I	SPECLX	Reword question to mention “not including this month” Update skip instructions due to deleting SPECLCX Correction to revised skip instructions (reinstating error variable in skip instructions)	Since the first of ^REF_MONTH, how much were these special payments? Skip instructions: 1-99999999: IF SPECLX gt 6600 then goto ERR1_SPECLX ELSE goto SPECLCX DK, RF: goto ASSESSMT	Since the first of ^REF_MONTH not including this month, how much were these special payments? Skip instructions: 1-99999999: IF SPECLX gt 6600 then goto ERR1_SPECLX ELSE goto ASSESSMT DK, RF: goto ASSESSMT
3I	SPECLCX	Delete variable	How much of that amount was paid this month? Skip instructions: goto ASSESSMT	Delete variable.
3I	ASSESSMT	Reword question to mention “not including this month”	Since the first of ^REF_MONTH ^have_has2 ^YOU_YRCU paid any special assessments to a local government for construction or repair of roads, sidewalks, or other things like that? Yes No Skip instructions: 1: goto ASSESSX 2, DK, REF: if OWNYB=100 then goto RNTEQVX ELSEIF OWNYB=300 then goto VAC_OCCQ ELSE goto S3I_END	Since the first of ^REF_MONTH not including this month ^have_has2 ^YOU_YRCU paid any special assessments to a local government for construction or repair of roads, sidewalks, or other things like that? Yes No Skip instructions: 1: goto ASSESSX 2, DK, REF: if OWNYB=100 then goto RNTEQVX ELSEIF OWNYB=300 then goto VAC_OCCQ ELSE goto S3I_END
3I	ASSESSX	Add “Since the first of ^REF_MONTH not including this month – “ in grey to the beginning of the question wording Update skip instructions to reflect deletion of ASSESSCX Corrected skip instructions to retain error	What was the total amount paid? Skip instructions: 1-99999999: IF ASSESSX lt 6 or gt 77,000 then goto ERR1_ASSESSX ELSE goto ASSESSCX DK, REF: IF OWNYB=100 then goto RNTEQVX ELSEIF OWNYB=300 then goto VAC_OCCQ ELSE goto S3I_END	Since the first of ^REF_MONTH not including this month - What was the total amount paid? Skip instructions: 1-99999999: IF ASSESSX lt 6 or gt 77,000 then goto ERR1_ASSESSX ELSEIF OWNYB=100 then goto RNTEQVX ELSEIF OWNYB=300 then goto VAC_OCCQ ELSE goto S3I_END DK, REF: IF OWNYB=100 then goto RNTEQVX ELSEIF OWNYB=300 then goto VAC_OCCQ ELSE goto S3I_END
3I	ASSESSCX	Delete variable.	How much of that amount was paid this month? Skip instructions: IF OWNYB=100 then goto RNTEQVX ELSEIF OWNYB=300 then goto VAC_OCCQ ELSE goto S3I_END	Delete variable.
3I	VAC_RNTY	Update skip instructions to skip VAC_AVAQ & VAC_AVAY when time available to be rented = 100% (or equivalents 91+ days, 13 weeks, 3+months) Add store instructions to set VAC_AVAQ=0 when time available to be rented = 100% (or equivalents 91+ days, 13 weeks, 3+months)	Enter time period. Days Weeks Months Percent Other, specify Skip instructions: 1-4, DK, RF: goto VAC_AVAQ 5: goto VAC_ROTH	Enter time period. Days Weeks Months Percent Other, specify Store instructions: IF (VAC_RNTQ=100 and VAC_RNTY=4) OR (VAC_RNTQ ge 91 and VAC_RNTY=1) OR (VAC_RNTQ ge 13 and VAC_RNTY=2) OR (VAC_RNTQ ge 3 and VAC_RNTY=3) store ‘0’ (zero) in VAC_AVAQ Skip instructions: 1: IF VAC_RNTQ ge 91 AND OWNYB=300 then goto RNTEQV2X ELSEIF VAC_RNTQ ge 91 goto S3I_END ELSE goto VAC_AVAQ 2: IF VAC_RNTQ ge 13 AND OWNYB=300 then goto RNTEQV2X ELSEIF VAC_RNTQ ge 13 goto S3I_END ELSE goto VAC_AVAQ 3: IF VAC_RNTQ ge 3 AND OWNYB=300 then goto RNTEQV2X ELSEIF VAC_RNTQ ge 3 goto S3I_END ELSE goto VAC_AVAQ 4: IF VAC_RNTQ=100 AND OWNYB=300 then goto RNTEQV2X ELSEIF VAC_RNTQ=100 goto S3I_END ELSE goto VAC_AVAQ DK, RF: goto VAC_AVAQ 5: goto VAC_ROTH

Section 4A changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
4A	S4A_INTRO	Delete last line of intro text	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. Enter 1 to Continue Skip instructions: Goto TELEBILL	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. Enter 1 to Continue Skip instructions: Goto TELEBILL
4A	TELEBILL	Change “telephone services, including …” to “telephone, internet, cable TV, or satellite TV services”	Since the first of ^REF_MONTH, have ^YOU_ANYMEM received any bills for telephone services, including cellular and Voice Over IP? Do not include bills for telephones used entirely for business purposes. Yes No Skip instructions: 1: IF any 8500.TELCOMP = 1-20 then goto PREVCOMP ELSE goto TELCOMP 2,DK,RF: Goto S4A_END	Since the first of ^REF_MONTH, have ^YOU_ANYMEM received any bills for telephone, internet, cable TV, or satellite TV services? Do not include bills for telephones used entirely for business purposes. Yes No Skip instructions: 1: IF any 8500.TELCOMP = 1-20 then goto PREVCOMP ELSE goto TELCOMP 2,DK,RF: Goto S4A_END
4A	TBLPHONE	Update section label to also include internet and cable/satellite TV	Block instructions: 3. Section Label: Section 4, Part A - Telephone Expenses	Block instructions: 3. Section Label: Section 4, Part A – Telephone, Internet, and Cable/Satellite TV Expenses
4A	PREVCOMP	Change question wording to a fill in which the first time the question appears the text is different than subsequent times the question appears	What is the name of the company which provides the service? ^Temprevcomp[1] …. ^Temprevcomp[20] Company name not listed Delete the line Store instructions: Store company name selected in TELCOMP and show TELCOMP IF PREVCOMP = 888, set TELCOMP = 888 IF PREVCOMP = 888 then "SHOW" the fields in the row Skip instructions: 1-20: IF BCeintro.BUSCREEN = 2 goto TELCHGX1 ELSE goto TELBSNS 55: Goto TELCOMP 888: Goto TELOTH	^Fill ^Temprevcomp[1] …. ^Temprevcomp[20] Company name not listed Delete the line Fill instructions: First time PREVCOMP appears, fill “We will review these expenses by bills you’ve received. What is the name of the first company you received a bill for?” ELSE fill “What is the name of the next company?” Store instructions: Store company name selected in TELCOMP and show TELCOMP IF PREVCOMP = 888, set TELCOMP = 888 IF PREVCOMP = 888 then "SHOW" the fields in the row Skip instructions: 1-20: IF BCeintro.BUSCREEN = 2 goto TELCHGX1 ELSE goto TELBSNS 55: Goto TELCOMP 888: Goto TELOTH
4A	TELCOMP	Change the question wording fill in instances where PREVCOMP is not asked to show one question the first time it is asked and then to a different fill on subsequent times the question appears Add hard error message for “Netflix” and “Hulu”	^Telcom_fill2 Enter 888 to delete the line Telcom_fill2 instructions: IF PREVCOMP = 55, Fill " Enter company name" ELSE, fill "What is the name of the company which provides the service?" Special Instructions: IF TELCOMP = 888 then "SHOW" the fields in the row Skip Instructions: 888: Goto TELOTH All others: IF BCeintro.BUSCREEN = 2 goto TELCHGX1 ELSE goto TELBSNS	^Telcom_fill2 Enter 888 to delete the line Telcom_fill2 instructions: IF PREVCOMP = 55, Fill " Enter company name" ELSE, if this is the first time TELCOMP appears, fill “We will review these expenses by bills you’ve received. What is the name of the first company you received a bill for?” ELSE fill “What is the name of the next company?” Special Instructions: IF TELCOMP = 888 then "SHOW" the fields in the row Skip Instructions: 888: Goto TELOTH All others: IF “Netflix” or “Hulu” entered goto CK_TELCOMP ELSEIF BCeintro.BUSCREEN = 2 goto TELCHGX1 ELSE goto TELBSNS
4A	CK_TELCOMP	Add hard error message for any entries of “Netflix” or “Hulu” to instruct	N/A	Internet video streaming services, such as Netflix and Hulu, are collected in Section 17 under “Rented video files or DVDs or streaming video subscriptions.” Please delete this line. Skip instructions: Go back to TELCOMP
4A	TELCHGX3	Update skip instructions due to new/revised TELSERV (based off of TELTEMP) now before TYPETEL	How much were you billed for in ^LAST_MONTH? Do not include any unpaid charges from a previous billing period. Skip instructions: 1-999999: IF entry lt 7 or gt 400 then goto ERR1_TELCHGX3 ELSEIF 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	How much were you billed for in ^LAST_MONTH? Do not include any unpaid charges from a previous billing period. Skip instructions: 1-999999: IF entry lt 7 or gt 400 then goto ERR1_TELCHGX3 ELSEIF 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
4A	BILPERD	Update skip instructions due to new/revised TELSERV (based off of TELTEMP) now before TYPETEL	What is your usual billing period for this service? Month 2 months Quarter Annual Other Skip instructions: Goto TYPETEL	What is your usual billing period for this service? Month 2 months Quarter Annual Other Skip instructions: Goto TELSERV
4A	TELSERV (modified from TELTEMP)	Modified/new variable (based on TELTEMP) to ask which services were included in the bill. Use store instructions from TELTEMP with modifications based on new list (i.e., phone service is #1 in list; no ‘apps, games, ringtones’; removal of 77) (Delete TAPPGAME variables) Add store instructions for internet if it is the only thing selected to set bill amounts in each month equal to the internet breakout amount for each month. Add store instructions for TV if it is the only thing selected to set bill amount in each month equal to the TV breakout amount Revised skip instructions to say “if more than one item selected goto TELBLPRS”	N/A	Which of the following telephone service items were included in the bill(s) – Read each item on list. Enter all that apply, separate with commas. Telephone service (mobile, residential, or Voice over IP)? Internet service (including broadband, DSL, and dial-up)? Cable or satellite television service? Store instructions: IF 1 is selected then set TPHONE = 1 IF 1 is NOT selected then set TPHONE = 2 IF 2 is selected then set TINTNET = 1 IF 2 is NOT selected then set TINTNET = 2 IF 3 is selected then set TCABLE = 1 IF 3 is NOT selected then set TCABLE = 2 IF DK or RF is entered then Set TPHONE = 8 set TINTNET = 8 set TCABLE = 8 set DKPHONE = 8 IF only 2 selected, store TELCHGX1 in TINTNTX1, TELCHGX2 in TINTNTX2, and TELCHGX3 in TINTNTX3. ELSE leave blank. IF only 3 selected, store TELCHGX1 in TCABLEX1, TELCHGX2 in TCABLEX2, and TELCHGX3 in TCABLEX3. ELSE leave blank. Special Instructions: Answer list descriptions for 1-3 should be in bold black. Skip instructions: 1-3: IF 1 selected, goto TYPETEL ELSEIF more than 1 item selected goto TELBLPRS ELSE goto TELOTH DK, RF: goto TELOTH
4A	TYPETEL	Update skip instructions due to removal of TELTEMP and updated needs on whether to ask breakout questions (only ask if more than one service selected in TELSERV)	What types of telephone services did the bill include - Read each item on list. Enter all that apply, separate with commas. Residential Service including Voice over IP? Mobile or Cellular Service including prepaid? Store instructions: IF 1 is selected then set TELRESD = 1 IF 2 is selected then set TELCELL = 2 IF DK is selected then set TELRESD = 9 and TELCELL = 9 IF RF is selected then set TELRESD = 8 and TELCELL = 8 Skip instructions: Goto TELTEMP	What types of telephone services did the bill include - Read each item on list. Enter all that apply, separate with commas. Residential Service including Voice over IP? Mobile or Cellular Service including prepaid? Store instructions: IF 1 is selected then set TELRESD = 1 IF 2 is selected then set TELCELL = 2 IF DK is selected then set TELRESD = 9 and TELCELL = 9 IF RF is selected then set TELRESD = 8 and TELCELL = 8 Skip instructions: IF 2 or 3 selected in TELSERV goto TELBLPRS ELSE goto TELOTH
4A	TELTEMP	Delete question but retain output variables used with new TELSERV question	Which of the following telephone service items were included in the bill(s) - ^TELTEMP_FILL Read each item on list. Enter all that apply, separate with commas. 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) Store instructions: IF 1 is selected then set TINTNET = 1 IF 1 is NOT selected then set TINTNET = 2 IF 2 is selected then set TCABLE = 1 IF 2 is NOT selected then set TCABLE = 2 IF 3 is selected then set TAPPGAME = 1 IF 3 is NOT selected then set TAPPGAME = 2 IF 77 is selected then set DKPHONE = 1 IF 77 is NOT selected then set DKPHONE = 2 IF RF is entered then set TINTNET = 8 set TCABLE = 8 set TAPPGAME = 8 set DKPHONE = 8 Skip instructions: 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	Delete variable but keep TINTNET and TCABLE (see TELSERV)
4A	TELBLPRS	Skip breakout amount questions (for internet, cable) if total bill amount for the month is zero Update skip instructions due to new TELSERV question (replacing TELTEMP) and deletion of apps/games/ringtones Add store instructions for months where bill amount is zero if TELBLPRS=1 (yes)	Is respondent referring to a detailed bill, including online or digital? Do not include checkbooks Yes No Skip instructions: 1: IF 1 selected in TELTEMP then goto TINTNTX1 ELSEIF 2 selected in TELTEMP then goto TCABLEX1 ELSE goto TAPPGMX1 2: goto TELOTH	Is respondent referring to a detailed bill, including online or digital? Do not include checkbooks Yes No Store instructions: IF TELBLPRS=1, then store as follows: IF TELCHGX1=0 and 2 selected in TELSERV, store 0 in TINTNTX1 IF TELCHGX2=0 and 2 selected in TELSERV, store 0 in TINTNTX2 IF TELCHGX3=0 and 2 selected in TELSERV, store 0 in TINTNTX3 IF TELCHGX1=0 and 3 selected in TELSERV, store 0 in TCABLEX1 IF TELCHGX2=0 and 3 selected in TELSERV, store 0 in TCABLEX2 IF TELCHGX3=0 and 3 selected in TELSERV, store 0 in TCABLEX3 Skip instructions: 1: IF 2 selected in TELSERV and TELCHGX1 ne 0 then goto TINTNTX1 ELSEIF 2 selected in TELSERV and TELCHGX2 ne 0 then goto TINTNTX2 ELSEIF 2 selected in TELSERV and TELCHGX3 ne 0 then goto TINTNTX3 ELSEIF 3 selected in TELSERV and TELCHGX1 ne 0 then goto TCABLEX1 ELSEIF 3 selected in TELSERV and TELCHGX2 ne 0 then goto TCABLEX2 ELSEIF 3 selected in TELSERV and TELCHGX3 ne 0 then goto TCABLEX3 ELSE goto TELOTH 2: goto TELOTH
4A	TINTNTX1	Skip breakout amount questions (for internet, cable) if total bill amount for the month is zero Reword the question slightly to include fill for TELCHGX1 amount (if not 0, DK, or REF) Update skip instructions due to new TELSERV question (replacing TELTEMP) and deletion of apps/games/ringtones	How much of the ^REF_MONTH charges were for internet access? ^DataPlans_Fill Skip instructions: 1-999999: IF TINTNTX1 lt 5 OR gt 60 then goto ERR1_TINTNTX1 ELSEIF TINTNTX1 gt TELCHGX1 then goto CK_TINTNTX1 ELSE goto TINTNTX2 0, DK, RF: goto TINTNTX2	How much of the ^TELCHGX1 charges in ^REF_MONTH were for internet access? ^DataPlans_Fill TELCHGX1 fill instructions: IF TELCHGX1 ne 0, DK, or REF fill TELCHGX1 ELSE leave blank Skip instructions: 1-999999: IF TINTNTX1 lt 5 OR gt 60 then goto ERR1_TINTNTX1 ELSEIF TINTNTX1 gt TELCHGX1 then goto CK_TINTNTX1 ELSEIF TELCHGX2 ne 0 goto TINTNTX2 ELSEIF TELCHGX3 ne 0 goto TINTNTX3 ELSEIF 3 selected in TELSERV and TELCHGX1 ne 0 then goto TCABLEX1 ELSEIF 3 selected in TELSERV and TELCHGX2 ne 0 then goto TCABLEX2 ELSEIF 3 selected in TELSERV and TELCHGX3 ne 0 then goto TCABLEX3 ELSE goto TELOTH 0, DK, RF: IF TELCHGX2 ne 0 goto TINTNTX2 ELSEIF TELCHGX3 ne 0 goto TINTNTX3 ELSEIF 3 selected in TELSERV and TELCHGX1 ne 0 then goto TCABLEX1 ELSEIF 3 selected in TELSERV and TELCHGX2 ne 0 then goto TCABLEX2 ELSEIF 3 selected in TELSERV and TELCHGX3 ne 0 then goto TCABLEX3 ELSE goto TELOTH
4A	TINTNTX2	Skip breakout amount questions (for internet, cable) if total bill amount for the month is zero Reword the question slightly to include fill for TELCHGX2 amount (if not 0, DK, or REF) Update skip instructions due to new TELSERV question (replacing TELTEMP) and deletion of apps/games/ringtones	How much of the ^TWO_MONTH charges were for internet access? ^DataPlans_Fill Skip instructions: 1-999999: IF TINTNTX2 lt 5 OR gt 60 then goto ERR1_TINTNTX2 ELSEIF TINTNTX2 gt TELCHGX2 then goto CK_TINTNTX2 ELSE goto TINTNTX3 0, DK, RF: goto TINTNTX3	How much of the ^TELCHGX2 charges in ^TWO_MONTH were for internet access? ^DataPlans_Fill TELCHGX2 fill instructions: IF TELCHGX2 ne 0, DK, or REF fill TELCHGX2 ELSE leave blank Skip instructions: 1-999999: IF TINTNTX2 lt 5 OR gt 60 then goto ERR1_TINTNTX2 ELSEIF TINTNTX2 gt TELCHGX2 then goto CK_TINTNTX2 ELSEIF TELCHGX3 ne 0 goto TINTNTX3 ELSEIF 3 selected in TELSERV and TELCHGX1 ne 0 then goto TCABLEX1 ELSEIF 3 selected in TELSERV and TELCHGX2 ne 0 then goto TCABLEX2 ELSEIF 3 selected in TELSERV and TELCHGX3 ne 0 then goto TCABLEX3 ELSE goto TELOTH 0, DK, RF: IF TELCHGX3 ne 0 goto TINTNTX3 ELSEIF 3 selected in TELSERV and TELCHGX1 ne 0 then goto TCABLEX1 ELSEIF 3 selected in TELSERV and TELCHGX2 ne 0 then goto TCABLEX2 ELSEIF 3 selected in TELSERV and TELCHGX3 ne 0 then goto TCABLEX3 ELSE goto TELOTH
4A	TINTNTX3	Skip breakout amount questions (for internet, cable) if total bill amount for the month is zero Reword the question slightly to include fill for TELCHGX3 amount (if not 0, DK, or REF) Update skip instructions due to new TELSERV question (replacing TELTEMP) and deletion of apps/games/ringtones	How much of the ^LAST_MONTH charges were for internet access? ^DataPlans_Fill Skip instructions: 1-999999: IF TINTNTX3 lt 5 OR gt 60 then goto ERR1_TINTNTX3 ELSEIF TINTNTX3 gt TELCHGX3 then goto CK_TINTNTX3 ELSEIF 2 selected in TELTEMP then goto TCABLEX1 ELSEIF 3 selected in TELTEMP then goto TAPPGMX1 ELSE goto TELOTH 0, DK, RF: IF 2 selected in TELTEMP then goto TCABLEX1 ELSEIF 3 selected in TELTEMP then goto TAPPGMX1 ELSE goto TELOTH	How much of the ^TELCHGX3 charges in ^LAST_MONTH were for internet access? ^DataPlans_Fill TELCHGX3 fill instructions: IF TELCHGX3 ne 0, DK, or REF fill TELCHGX3 ELSE leave blank Skip instructions: 1-999999: IF TINTNTX3 lt 5 OR gt 60 then goto ERR1_TINTNTX3 ELSEIF TINTNTX3 gt TELCHGX3 then goto CK_TINTNTX3 ELSEIF 3 selected in TELSERV and TELCHGX1 ne 0 then goto TCABLEX1 ELSEIF 3 selected in TELSERV and TELCHGX2 ne 0 then goto TCABLEX2 ELSEIF 3 selected in TELSERV and TELCHGX3 ne 0 then goto TCABLEX3 ELSE goto TELOTH 0, DK, RF: IF 3 selected in TELSERV and TELCHGX1 ne 0 then goto TCABLEX1 ELSEIF 3 selected in TELSERV and TELCHGX2 ne 0 then goto TCABLEX2 ELSEIF 3 selected in TELSERV and TELCHGX3 ne 0 then goto TCABLEX3 ELSE goto TELOTH
4A	TCABLEX1	Skip breakout amount questions (for internet, cable) if total bill amount for the month is zero Reword the question slightly to include fill for TELCHGX1 amount (if not 0, DK, or REF) Update skip instructions due to deletion of apps/games/ringtones	How much of the ^REF_MONTH charges were for cable or satellite television service? Skip instructions: 1-999999: IF TCABLEX1 lt 5 or gt 90 then goto ERR1_TCABLEX1 ELSEIF TCABLEX1 gt TELCHGX1 then goto CK_TCABLEX1 ELSEIF (TCABLEX1 + TINTNTX1) gt TELCHGX1 then goto CK2_TCABLEX1 ELSE goto TCABLEX2 0, DK, RF: goto TCABLEX2	How much of the ^TELCHGX1 charges in ^REF_MONTH were for cable or satellite television service? TELCHGX1 fill instructions: IF TELCHGX1 ne 0, DK, or REF fill TELCHGX1 ELSE leave blank Skip instructions: 1-999999: IF TCABLEX1 lt 5 or gt 90 then goto ERR1_TCABLEX1 ELSEIF TCABLEX1 gt TELCHGX1 then goto CK_TCABLEX1 ELSEIF (TCABLEX1 + TINTNTX1) gt TELCHGX1 then goto CK2_TCABLEX1 ELSEIF TELCHGX2 ne 0 goto TCABLEX2 ELSEIF TELCHGX3 ne 0 then goto TCABLEX3 ELSE goto TELOTH 0, DK, RF: IF TELCHGX2 ne 0 goto TCABLEX2 ELSEIF TELCHGX3 ne 0 then goto TCABLEX3 ELSE goto TELOTH
4A	TCABLEX2	Skip breakout amount questions (for internet, cable) if total bill amount for the month is zero Reword the question slightly to include fill for TELCHGX2 amount (if not 0, DK, or REF) Update skip instructions due to deletion of apps/games/ringtones	How much of the ^TWO_MONTH charges were for cable or satellite television service? Skip instructions: 1-999999: IF TCABLEX2 lt 5 or gt 90 then goto ERR1_TCABLEX2 ELSEIF TCABLEX2 gt TELCHGX2 then goto CK_TCABLEX2 ELSEIF (TCABLEX2 + TINTNTX2) gt TELCHGX2 then goto CK2_TCABLEX2 ELSE goto TCABLEX3 0, DK, RF: goto TCABLEX3	How much of the ^TELCHGX2 charges in ^TWO_MONTH were for cable or satellite television service? TELCHGX2 fill instructions: IF TELCHGX2 ne 0, DK, or REF fill TELCHGX2 ELSE leave blank Skip instructions: 1-999999: IF TCABLEX2 lt 5 or gt 90 then goto ERR1_TCABLEX2 ELSEIF TCABLEX2 gt TELCHGX2 then goto CK_TCABLEX2 ELSEIF (TCABLEX2 + TINTNTX2) gt TELCHGX2 then goto CK2_TCABLEX2 ELSE IF TELCHGX3 ne 0 goto TCABLEX3 ELSE goto TELOTH 0, DK, RF: IF TELCHGX3 ne 0 goto TCABLEX3 ELSE goto TELOTH
4A	TCABLEX3	Skip breakout amount questions (for internet, cable) if total bill amount for the month is zero Reword the question slightly to include fill for TELCHGX3 amount (if not 0, DK, or REF) Update skip instructions due to deletion of apps/games/ringtones	How much of the ^LAST_MONTH charges were for cable or satellite television service? Skip instructions: 1-999999: IF TCABLEX3 lt 5 or gt 90 then goto ERR1_TCABLEX3 ELSEIF TCABLEX3 gt TELCHGX3 then goto CK_TCABLEX3 ELSEIF (TCABLEX3 + TINTNTX3) gt TELCHGX3 then goto CK2_TCABLEX3 ELSEIF 3 selected in TELTEMP then goto TAPPGMX1 ELSE goto TELOTH 0, DK, RF: IF 3 selected in TELTEMP then goto TAPPGMX1 ELSE goto TELOTH	How much of the ^TELCHGX3 charges in ^LAST_MONTH were for cable or satellite television service? TELCHGX3 fill instructions: IF TELCHGX3 ne 0, DK, or REF fill TELCHGX3 ELSE leave blank Skip instructions: 1-999999: IF TCABLEX3 lt 5 or gt 90 then goto ERR1_TCABLEX3 ELSEIF TCABLEX3 gt TELCHGX3 then goto CK_TCABLEX3 ELSEIF (TCABLEX3 + TINTNTX3) gt TELCHGX3 then goto CK2_TCABLEX3 ELSE goto TELOTH 0, DK, RF: goto TELOTH
4A	TAPPGMX1	Delete variable	How much of the ^REF_MONTH charges were for applications, games, or ringtones? Skip instructions: 1-999999: IF TAPPGMX1 gt 30 then goto ERR1_TAPPGMX1 ELSEIF TAPPGMX1 gt TELCHGX1 then goto CK_TAPPGMX1 ELSEIF TAPPGMX1 + TINTNTX1 gt TELCHGX1 then goto CK2_TAPPGMX1 ELSEIF TAPPGMX1 + TCABLEX1 gt TELCHGX1 then goto CK3_TAPPGMX1 ELSEIF TAPPGMX1 + TCABLEX1 + TINTNTX1 gt TELCHGX1 then goto CK4_TAPPGMX1 ELSE goto TAPPGMX2 0, DK, RF: goto TAPPGMX2	Delete variable.
4A	TAPPGMX2	Delete variable	How much of the ^TWO_MONTH charges were for applications, games, or ringtones? Skip instructions: 1-999999: IF TAPPGMX2 gt 30 then goto ERR1_TAPPGMX2 ELSEIF TAPPGMX2 gt TELCHGX2 then goto CK_TAPPGMX2 ELSEIF TAPPGMX2 + TINTNTX2 gt TELCHGX2 then goto CK2_TAPPGMX2 ELSEIF TAPPGMX2 + TCABLEX2 gt TELCHGX2 then goto CK3_TAPPGMX2 ELSEIF TAPPGMX2 + TCABLEX2 + TINTNTX2 gt TELCHGX2 then goto CK4_TAPPGMX2 ELSE goto TAPPGMX3 0, DK, RF: goto TAPPGMX3	Delete variable.
4A	TAPPCMX3	Delete variable	How much of the ^LAST_MONTH charges were for applications, games, or ringtones? Skip Instructions: 1-999999: IF TAPPGMX3 gt 30 then goto ERR1_TAPPGMX3 ELSEIF TAPPGMX3 gt TELCHGX3 then goto CK_TAPPGMX3 ELSEIF TAPPGMX3 + TINTNTX3 gt TELCHGX3 then goto CK2_TAPPGMX3 ELSEIF TAPPGMX3 + TCABLEX3 gt TELCHGX3 then goto CK3_TAPPGMX3 ELSEIF TAPPGMX3 + TCABLEX3 + TINTNTX3 gt TELCHGX3 then goto CK4_TAPPGMX3 ELSE goto TELOTH 0,DK,RF: Goto TELOTH	Delete variable.
4A	TELOTH	Update question wording as shown	Did ^YOU_ANYMEM receive any other bills for telephones not used entirely for business purposes? Yes No Skip instructions: 1: IF row number = 20 then goto ERR_MAX ELSEIF any 8500.TELCOMP = 1-20 then goto PREVCOMP, next row of the table ELSE goto TELCOMP, next row of the table 2: IF Answer is changed from a 1 to a 2 then goto CK_TELOTH ELSE goto S4A_END	Did ^YOU_ANYMEM receive any other bills for telephones, internet, cable TV, or satellite TV services not used entirely for business purposes? Yes No Skip instructions: 1: IF row number = 20 then goto ERR_MAX ELSEIF any 8500.TELCOMP = 1-20 then goto PREVCOMP, next row of the table ELSE goto TELCOMP, next row of the table 2: IF Answer is changed from a 1 to a 2 then goto CK_TELOTH ELSE goto S4A_END

Section 4B changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
4B	FONCARD	Reword question to mention “not including this month” Updated skip instructions due to new INTAWAY question	Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any pre-paid long distance telephone cards/minutes, not already reported? Do not include prepaid cellular minutes Yes No Skip instructions: 1: goto FONCARDX 2, DK, REF: goto S4B_END	Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM purchased any pre-paid long distance telephone cards/minutes, not already reported? Do not include prepaid cellular minutes Yes No Skip instructions: 1: goto FONCARDX 2, DK, REF: goto INTAWAY
4B	FONCARDX	Add “Since the first of ^REF_MONTH not including this month – “ in grey to the beginning of the question wording Update skip instructions to reflect deletion of FONCRDCX Corrected skip instructions to retain ERR Updated skip instructions due to new INTAWAY question	What was the total amount paid? Skip instructions: 1-9,999: IF FONCARDX lt 5 or gt 300 then goto ERR1_FONCARDX ELSE goto FONCRDCX DK, REF: goto FONCRDCX	Since the first of ^REF_MONTH not including this month - What was the total amount paid? Skip instructions: 1-9,999: IF FONCARDX lt 5 or gt 300 then goto ERR1_FONCARDX ELSE goto INTAWAY DK, REF: goto INTAWAY
4B	FONCRDCX	Delete variable.	How much of the total was paid this month? Skip instructions: 0-9999: IF FONCRDCX lt 5 or gt 100 then goto ERR1_FONCRDCX ELSEIF FONCRDCX gt FONCARDX then goto CK_FONCRDCX ELSE goto S4B_END DK, RF: goto S4B_END	Delete variable.
4B	INTAWAY	New question on internet away from home	n/a	Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM paid for internet or wireless internet access away from home, at places such as cafés, hotels, or airplanes? 1. Yes 2. No Skip instructions: 1: Goto INTAWYX 2,DK,RF: Goto S4B_END
4B	INTAWYX	New question to pick up amount if INTAWAY=yes Added “Since the first of ^REF_MONTH not including this month – “	n/a	Since the first of ^REF_MONTH not including this month - What was the total amount paid? Skip instructions: Goto S4B_END

Section 4C changes – Delete entire section

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
4C	S4C_INTRO	Delete variable	Now I am going to ask about cable and satellite TV service, satellite radio service, and internet service expenditures. Enter 1 to continue Skip instructions: Goto UTI_ITEM	Delete variable
4C	UTI_ITEM	Delete variable (FYI – satellite radio will be added to Section 17)	Since the first of ^REF_MONTH have ^YOU_ANYMEM had any expenses for . . . Read each item on list. Cable or satellite TV services, not already reported? Satellite radio services? Internet connection or an internet service provider, not already reported? Internet services away from home such as web cafes or internet kiosks? None/ no more entries Delete the line Store instructions: Assign INTSERV as follows: If UTI_ITEM = 1 then set INTSERV = 100 If UTI_ITEM = 2 then set INTSERV = 700 If UTI_ITEM = 3 then set INTSERV = 200 If UTI_ITEM = 4 then set INTSERV = 600 Skip instructions: 1-4: IF UTI_ITEM ne Item2Shadow then goto CK_ITEM ELSE goto INTDESC 99: Goto S4C_END 888: IF no more grid lines then goto S4C_END ELSE goto UTI_ITEM - next line of table	Delete variable
4C	INTDESC	Delete variable	What was the expense for? Skip instructions: If (INTNMBR=4 AND UTI_ITEM=3 AND INTPER=201607, 201608, or 201609) goto INTCOMP ELSE goto INTMO	Delete variable.
4C	INTCOMP	Delete variable	Ask if not apparent: What is the name of the company providing the internet service? Skip instructions: 30 characters, DK, REF: goto INTMO	Delete variable.
4C	INTMO	Delete variable	In what month was the expense? Enter 13 for same amount each month of the reference period January February March April May June July August September October November December Skip instructions: REF_MONTH - CUR_MONTH: IF INTMO is not in then reference period then goto ERR3_INTMO ELSE goto INTCHGX 13,DK,RF: Goto INTCHGX	Delete variable
4C	INTCHGX	Delete variable	^INTMO_FILL Skip instructions: 1-999999: IF (UTI_ITEM = 1 and INTCHGX lt 8 or INTCHGX gt 150) OR (UTI_ITEM = 2 and INTCHX lt 5 or INTCHGX gt 500) or (UTI_ITEM = 3 and INTCHGX lt 5 or INTCHGX gt 100) or (UTI_ITEM = 4 and INTCHGX lt 1 or INTCHGX gt 50) then goto ERR1_INTCHGX ELSEIF INTSERV and entry in INTCHGX are equal to any records data on the pre-chart/input file AND (that prechart records INTMO does not equal 13) then goto ERR_DUP ELSE goto INTCMB_S DK,RF: Goto INTCMB_S	Delete variable
4C	INTCMB_S	Delete variable	Enter 'C' for combined expenses. Skip instructions: C: Goto INTCMB EMPTY: Goto INTMORE IF anything other than a 'C' or 'empty' is entered then goto CK_C	Delete variable
4C	INTCMB	Delete variable	What was ^ITEM_DESC combined with? Enter all that apply, separate with commas. Cable or satellite TV services Satellite radio services Internet connection or an internet service provider Internet services away from home such as web cafes or internet kiosks Store instructions: For each item selected in INTCMB, store the appropriate item code in INTSERV1 through INTSERV4. (The first entry in INTCMB should be recoded and stored in INTSERV1, the 2nd entry in INTSERV2, etc.) Recode as follows: If INTCMB = 1, store 100. If INTCMB = 2, store 700 If INTCMB = 3, store 200. If INTCMB = 4, store 600. Skip instructions: Goto INTMORE	Delete variable
4C	INTMORE	Delete variable	Did you have any other expenses for ^ITEM_DESC? Yes No Skip instructions: 1: IF row number = 40 then goto ERR_MAX ELSE goto UTI_ITEM, next row of table 2,DK,RF: Goto UTI_ITEM, next row of table	Delete variable

Section 4D changes – Rename to 4C

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
4D  4C	S4D_INTRO	Rename to S4C_INTRO	Now I am going to ask about utility bills. Enter 1 to continue Skip instructions: Goto TBLPROPT.Bsection04d.UTC_ITEM	Now I am going to ask about utility bills. Enter 1 to continue Skip instructions: Goto TBLPROPT.Bsection04C.UTC_ITEM
4D  4C	TBLPROPT	Rename to section label to Part C and change “Screening and Detailed Questions” to “Utilities, Fuels, and Services”	Block instructions: 2. Section Label: Section 4, Part D - Screening and Detailed Questions	Block instructions: 2. Section Label: Section 4, Part C – Utilities, Fuels, and Services

Section 5 changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
5	WRKDESC	Update skip instructions to skip S5BCMB_S for items 1-4 Update skip instructions due to replacement of CONTRACT with S5_INCL	What work was done? The description should be adequate to classify “alteration” “repair”, etc., and to identify in next interview. Skip instructions: IF ITEM= 1, 3, or 5 then goto S5BCMB_S ELSEIF ITEM=2, 4, 6, or 8 then goto TEMPCODE ELSE goto CRMTYPE	What work was done? The description should be adequate to classify “alteration” “repair”, etc., and to identify in next interview. Skip instructions: IF ITEM= 1 or 3 goto S5_INCL ELSEIF ITEM= 5 then goto S5BCMB_S ELSEIF ITEM=2, 4, 6, or 8 then goto TEMPCODE ELSE goto CRMTYPE
5	TEMPCODE	Update skip instructions to skip S5BCMB_S for items 1-4 Update skip instructions due to replacement of CONTRACT with S5_INCL	Enter the appropriate detailed job code. ^S5a_Tempcode1 ^S5a_Tempcode2 ^S5a_Tempcode3 ^S5a_Tempcode4 ^S5a_Tempcode5 ^S5a_Tempcode6 ^S5a_Tempcode7 ^S5a_Tempcode8 ^S5a_Tempcode9 ^S5a_Tempcode10 Skip instructions: goto S5BCMB_S	Enter the appropriate detailed job code. ^S5a_Tempcode1 ^S5a_Tempcode2 ^S5a_Tempcode3 ^S5a_Tempcode4 ^S5a_Tempcode5 ^S5a_Tempcode6 ^S5a_Tempcode7 ^S5a_Tempcode8 ^S5a_Tempcode9 ^S5a_Tempcode10 Skip instructions: IF ITEM=2,4 goto S5_INCL ELSE goto S5BCMB_S
5	S5BCMB_S	Update skip instructions due to deletion of CONTRACT/addition of new question S5_INCL	Enter 'C' for a combined expense Skip instructions: C: Goto S5B_COMB EMPTY: Goto CONTRACT	Enter 'C' for a combined expense Skip instructions: C: Goto S5B_COMB EMPTY: Goto S5_INCL
5	S5B_COMB	Remove items 1-4 from list Update skip instructions due to deletion of CONTRACT/addition of new question S5_INCL	What other work was included in this job? Enter all that apply, separate with commas. Homes under construction Building an addition Finishing a basement Remodeling Landscaping Building outdoor patios Repair outdoor patios Painting/wallpapering Plastering or paneling Plumbing Electrical work Heat or air conditioning Flooring installation/repair/replacement Insulation Roofing, gutters or downspouts Siding Install/Repair/Replace windows, etc. Masonry, brick or stucco Other improvements or repairs Misc. combined (unable to specify/DK) Store instructions: For each item selected in S5B_COMB, store the appropriate item code in CRMCDB1-CRMCDB20. (The first entry in S5B_COMB should be recoded and stored in CRMCDB1, the second entry in CRMCDB2, etc.) Recode as follows: IF S5B_COMB=1, store 100 IF S5B_COMB=2, store 110 IF S5B_COMB=3, store 120 IF S5B_COMB=4, store 130 IF S5B_COMB=5, store 140 IF S5B_COMB=6, store 150 IF S5B_COMB=7, store 160 IF S5B_COMB=8, store 175 IF S5B_COMB=9, store 190 IF S5B_COMB=10, store 200 IF S5B_COMB=11, store 210 IF S5B_COMB=12, store 220 IF S5B_COMB=13, store 235 IF S5B_COMB=14, store 240 IF S5B_COMB=15, store 260 IF S5B_COMB=16, store 270 IF S5B_COMB=17, store 280 IF S5B_COMB=18, store 290 IF S5B_COMB=19, store 300 IF S5B_COMB=77, store 310 Skip instructions: goto CONTRACT	What other work was included in this job? Enter all that apply, separate with commas. Landscaping Building outdoor patios Repair outdoor patios Painting/wallpapering Plastering or paneling Plumbing Electrical work Heat or air conditioning Flooring installation/repair/replacement Insulation Roofing, gutters or downspouts Siding Install/Repair/Replace windows, etc. Masonry, brick or stucco Other improvements or repairs Misc. combined (unable to specify/DK) Store instructions: For each item selected in S5B_COMB, store the appropriate item code in CRMCDB1-CRMCDB16. (The first entry in S5B_COMB should be recoded and stored in CRMCDB1, the second entry in CRMCDB2, etc.) Recode as follows: IF S5B_COMB=5, store 140 IF S5B_COMB=6, store 150 IF S5B_COMB=7, store 160 IF S5B_COMB=8, store 175 IF S5B_COMB=9, store 190 IF S5B_COMB=10, store 200 IF S5B_COMB=11, store 210 IF S5B_COMB=12, store 220 IF S5B_COMB=13, store 235 IF S5B_COMB=14, store 240 IF S5B_COMB=15, store 260 IF S5B_COMB=16, store 270 IF S5B_COMB=17, store 280 IF S5B_COMB=18, store 290 IF S5B_COMB=19, store 300 IF S5B_COMB=77, store 310 Skip instructions: goto S5_INCL
5	S5_INCL	New question to replace CONTRACT, CRMMATER, and TOOLRENT Store instructions revised to store ‘2’ if response option not selected	N/A	Since the first of ^REF_MONTH, did ^YOU_YRCU - Read each item on list Enter all that apply, separate with commas. Pay someone else to do all or part of the work? Purchase any materials, supplies, tools or equipment for doing this job? Rent any tools or equipment for doing this job? Store instructions: If S5_INCL=1, store 1 in CONTRACT ELSE store 2 in CONTRACT If S5_INCL=2, store 1 in CRMMATER ELSE store 2 in CRMMATER If S5_INCL=3, store 1 in TOOLRENT ELSE store 2 in TOOLRENT Skip instructions: IF 1 selected goto CONTRCTX ELSEIF 2 selected goto SUPPLYX ELSE goto TOOLX
5	CONTRACT	Delete question from instrument path and turn into an output only variable that will have values of either ‘1’ or blank	Did you do this job yourself or did you pay someone else to do all or part of the work? 1. Self Only 2. Paid or contracted with someone else 3. Both Skip instructions: 1,DK,RF: Goto CRMMATER 2,3: Goto CNTRCTX3	Delete question from instrument path and turn into an output only variable that will have values of either ‘1’ or blank
5	CNTRCTX3	Delete question	What did you pay in ^REF_MONTH to someone else for this job? Skip instructions: Goto CNTRCTX2	Delete variable
5	CNTRCTX2	Delete question	What did you pay in ^TWO_MONTH to someone else for this job? Skip instructions: Goto CNTRCTX1	Delete variable
5	CNTRCTX1	Delete question	What did you pay in ^LAST_MONTH to someone else for this job? Skip instructions: Goto CNTRCTX0	Delete variable
5	CNTRCTX0	Delete question	How much was paid this month? Skip instructions: 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	Delete variable
5	CONTRCTX	Update skip instructions due to new question pattern	Since the first of ^REF_MONTH, what is the total amount you paid to someone else for this job? Skip instructions: IF ITEM = 1-4, 10-12 or 19 then goto MAJ_APPL Else goto CRMMATER	Since the first of ^REF_MONTH, what is the total amount you paid to someone else for this job? Skip instructions: Goto CONT_MO
5	CONT_MO	New question to pick up the month or months that the total amount paid during the reference period was made. The months displayed should be those of the reference period (ref month thru current month like other month selection questions) however this month selection question should allow multiple selections (up to all 4 months of the reference period)	N/A	In what month or months did you pay someone else for this job? Enter all that apply, separate with commas. January February March April May June July August September October November December Store instructions: Output variables TBD, but perhaps something like CONTMO1 thru CONTMO4 with the values being 01 through 12 (i.e., 01 for January). Skip instructions: IF ITEM = 1-4, 10-12 or 19 then goto MAJ_APPL ELSEIF S5_INCL=2 goto SUPPLYX ELSEIF S5_INCL=3 goto TOOLRTX ELSE goto REIMBRS
5	MAJ_APPL	Update skip instructions due to deletion of CRMMATER and addition of new S5_INCL question	Did any of the cost since ^REF_MONTH include the cost of any appliances or equipment? 1. Yes 2. No Skip instructions: 1: Goto APP_SCR 2,DK,RF: Goto CRMMATER	Did any of the cost since ^REF_MONTH include the cost of any appliances or equipment? 1. Yes 2. No Skip instructions: 1: Goto APP_SCR 2,DK,RF: IF S5_INCL=2 goto SUPPLYX ELSEIF S5_INCL=3 goto TOOLRTX ELSE goto REIMBRS
5	APP_SCR	Update skip instructions due to only asking for a total cost for all appliances included and due to new S5_INCL question	Which of the following appliances or equipment were included? Enter up to six, separate with commas. 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 Skip instructions: 1-13; Goto APPL_X1 DK: Goto CRMMATER	Which of the following appliances or equipment were included? Enter up to six, separate with commas. 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 Skip instructions: 1-13; Goto APPL_X DK: IF S5_INCL=2 goto SUPPLYX ELSEIF S5_INCL=3 goto TOOLRTX ELSE goto REIMBRS
5	APPL_X	New question to pick up the total cost of all appliances included	N/A	What was the total cost for [(description)/these appliances or equipment]? Fill instructions: If one item is selected in APP_SCR, fill item description else fill “these appliances or equipment” Skip instructions: If S5_INCL=2 goto SUPPLYX ELSEIF S5_INCL=3 goto TOOLRTX ELSE goto REIMBRS
5	APPL_X1	Delete question	What was the total cost for ^APPL_X_FILL? Skip instructions: 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	Delete question.
5	APPL_X2	Delete question	What was the total cost for ^APPL_X_FILL? Skip instructions: 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	Delete question.
5	APPL_X3	Delete question	What was the total cost for ^APPL_X_FILL? Skip instructions: 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	Delete question.
5	APPL_X4	Delete question	What was the total cost for ^APPL_X_FILL? Skip instructions: 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	Delete question.
5	APPL_X5	Delete question	What was the total cost for ^APPL_X_FILL? Skip instructions: 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	Delete question.
5	APPL_X6	Delete question	What was the total cost for ^APPL_X_FILL? Skip instructions: Goto CRMMATER	Delete question.
5	CRMMATER	Delete question	Since the first of ^REF_MONTH, have ^YOU_ANYMEM PURCHASED any materials, supplies, tools or equipment for doing this job? 1. Yes 2. No Skip instructions: 1: Goto SUPPLYX3 2,DK,RF: Goto TOOLRENT	Delete question.
5	SUPPLYX3	Delete question	What was the total cost for all items ^YOU_YRCU purchased for this job in ^REF_MONTH? Skip instructions: Goto SUPPLYX2	Delete question.
5	SUPPLYX2	Delete question	What was the total cost for all items ^YOU_YRCU purchased for this job in ^TWO_MONTH? Skip instructions: Goto SUPPLYX1	Delete question.
5	SUPPLYX1	Delete question	What was the total cost for all items ^YOU_YRCU purchased for this job in ^LAST_MONTH? Skip instructions: Goto SUPPLYX0	Delete question.
5	SUPPLYX0	Delete question	What was the total cost for all items ^YOU_YRCU purchased for this job in ^CUR_MONTH? Skip instructions: IF SUPPLYX3 = D or SUPPLYX2 = D or SUPPLYX1 = D or SUPPLYX0 = D then goto SUPPLYX ELSE goto TOOLRENT	Delete question.
5	SUPPLYX	Update skip instructions due to deletion of TOOLRENT and addition of new SUPPLYMO Replace “items” in question wording with “materials, supplies, tools, or equipment”	Since the first of ^REF_MONTH, what was the total cost of all items ^YOU_YRCU purchased for this job? Skip instructions: Goto TOOLRENT	Since the first of ^REF_MONTH, what was the total cost of all materials, supplies, tools, or equipment ^YOU_YRCU purchased for this job? Skip instructions: Goto SUPPLYMO
5	SUPPLYMO	New question to pick up the month or months that the total amount paid during the reference period was made. The months displayed should be those of the reference period (ref month thru current month like other month selection questions) however this month selection question should allow multiple selections (up to all 4 months of the reference period)	N/A	In what month or months did you make these purchases? Enter all that apply, separate with commas. January February March April May June July August September October November December Store instructions: Output variables TBD, but perhaps something like SUPPLMO1 thru SUPPLMO4 with the values being 01 through 12 (i.e., 01 for January). Skip instructions: IF S5_INCL=3 goto TOOLRTX ELSE goto REIMBRS
5	TOOLRENT	Delete question	Since the first of ^REF_MONTH, have ^YOU_ANYMEM RENTED any tools or equipment for doing this job? 1. Yes 2. No Skip instructions: 1: Goto TOOLRTX3 2,DK,RF: Goto REIMBRS	Delete question.
5	TOOLRTX3	Delete question	What was the total cost for all items ^YOU_YRCU rented for this job in ^REF_MONTH? Skip instructions: Goto TOOLRTX2	Delete question.
5	TOOLRTX2	Delete question	What was the total cost for all items ^YOU_YRCU rented for this job in ^TWO_MONTH? Skip instructions: Goto TOOLRTX1	Delete question.
5	TOOLRTX1	Delete question	What was the total cost for all items ^YOU_YRCU rented for this job in ^LAST_MONTH? Skip instructions: Goto TOOLRTX0	Delete question.
5	TOOLRTX0	Delete question	What was the total cost for all items ^YOU_YRCU rented for this job in ^CUR_MONTH? Skip instructions: IF (TOOLRTX3 = D or TOOLRTX2 = D or TOOLRTX1 = D or TOOLRTX0 = D ) then goto TOOLRTX ELSE goto REIMBRS	Delete question.
5	TOOLRTX	Update skip instructions due to addition of new TOOL_MO Replace “items” in question wording with “tools or equipment”	Since the first of ^REF_MONTH, what was the total cost for all items ^YOU_YRCU rented for this job? Skip instructions: Goto REIMBRS	Since the first of ^REF_MONTH, what was the total cost for all tools or equipment ^YOU_YRCUW rented for this job? Skip instructions: Goto TOOL_MO
5	TOOL_MO	New question to pick up the month or months that the total amount paid during the reference period was made. The months displayed should be those of the reference period (ref month thru current month like other month selection questions) however this month selection question should allow multiple selections (up to all 4 months of the reference period)	N/A	In what month or months did you rent these items? Enter all that apply, separate with commas. January February March April May June July August September October November December Store instructions: Output variables TBD, but perhaps something like TOOLMO1 thru TOOLMO4 with the values being 01 through 12 (i.e., 01 for January). Skip instructions: goto REIMBRS
5	ADVMATX	Update skip instructions to skip S5BCMB_S for items 1-4	What was the total cost of these materials and supplies? Skip instructions: 1-999,999: IF lt 8 or gt 3865 then goto ERR1_ADVMATX ELSE goto S5ACMB_S DK, REF: goto S5ACMB_S	What was the total cost of these materials and supplies? Skip instructions: 1-999,999: IF lt 8 or gt 3865 then goto ERR1_ADVMATX ELSEIF JOBCODE=1-4 goto MATNSPEC ELSE goto S5ACMB_S DK, REF: IF JOBCODE=1-4 goto MATNSPEC ELSE goto S5ACMB_S
5	S5A_COMB	Remove items 1-4 from list	What other work will be included in this job? Enter all that apply, separate with commas. Homes under construction Building an addition Finishing a basement Remodeling Landscaping Building outdoor patios Repair outdoor patios Painting/wallpapering Plastering or paneling Plumbing Electrical work Heat or air conditioning Flooring installation/repair/replacement Insulation Roofing, gutters or downspouts Siding Install/Repair/Replace windows, etc. Masonry, brick or stucco Other improvements or repairs Misc. combined (unable to specify/DK) Store instructions: For each item selected in S5A_COMB, store the appropriate item code in CRMCDA1-CRMCDA20. (The first entry in S5A_COMB should be recoded and stored in CRMCDA1, the second entry in CRMCDA2, etc.) Recode as follows: IF S5A_COMB=1, store 100 IF S5A_COMB=2, store 110 IF S5A_COMB=3, store 120 IF S5A_COMB=4, store 130 IF S5A_COMB=5, store 140 IF S5A_COMB=6, store 150 IF S5A_COMB=7, store 160 IF S5A_COMB=8, store 175 IF S5A_COMB=9, store 190 IF S5A_COMB=10, store 200 IF S5A_COMB=11, store 210 IF S5A_COMB=12, store 220 IF S5A_COMB=13, store 235 IF S5A_COMB=14, store 240 IF S5A_COMB=15, store 260 IF S5A_COMB=16, store 270 IF S5A_COMB=17, store 280 IF S5A_COMB=18, store 290 IF S5A_COMB=19, store 300 IF S5A_COMB=77, store 310 Skip instructions: goto MATNSPEC	What other work will be included in this job? Enter all that apply, separate with commas. Landscaping Building outdoor patios Repair outdoor patios Painting/wallpapering Plastering or paneling Plumbing Electrical work Heat or air conditioning Flooring installation/repair/replacement Insulation Roofing, gutters or downspouts Siding Install/Repair/Replace windows, etc. Masonry, brick or stucco Other improvements or repairs Misc. combined (unable to specify/DK) Store instructions: For each item selected in S5A_COMB, store the appropriate item code in CRMCDA1-CRMCDA16. (The first entry in S5A_COMB should be recoded and stored in CRMCDA1, the second entry in CRMCDA2, etc.) Recode as follows: IF S5A_COMB=5, store 140 IF S5A_COMB=6, store 150 IF S5A_COMB=7, store 160 IF S5A_COMB=8, store 175 IF S5A_COMB=9, store 190 IF S5A_COMB=10, store 200 IF S5A_COMB=11, store 210 IF S5A_COMB=12, store 220 IF S5A_COMB=13, store 235 IF S5A_COMB=14, store 240 IF S5A_COMB=15, store 260 IF S5A_COMB=16, store 270 IF S5A_COMB=17, store 280 IF S5A_COMB=18, store 290 IF S5A_COMB=19, store 300 IF S5A_COMB=77, store 310 Skip instructions: goto MATNSPEC

Section 6B changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
6B	INSTLSCR	Remove July 2016 outlet test changes	Were there any additional charges for installation or set-up? Yes No Skip instructions: 1: goto INSTLLEX 2, DK, REF: If (ITEM=21 AND INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto TVSTORE ELSE goto MORE	Were there any additional charges for installation or set-up? Yes No Skip instructions: 1: goto INSTLLEX 2, DK, REF: goto MORE
6B	INSTLLEX	Remove July 2016 outlet test changes	How much? Skip instructions: 1-99999: If INSTLLEX lt 40 or gt 1000 then goto ERR1_INSTLLEX ELSE If (ITEM=21 AND INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto TVSTORE ELSE goto MORE DK, REF: If (ITEM=21 AND INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto TVSTORE ELSE goto MORE	How much? Skip instructions: 1-99999: If INSTLLEX lt 40 or gt 1000 then goto ERR1_INSTLLEX ELSE goto MORE DK, REF: goto MORE
6B	TVSTORE	Delete variable	Where did you purchase this television? Enter store, website, or company name. If purchased from a private individual, enter “private individual.” Store instructions: If ENTRY ends with “.com”, “.Com”, “.cOm”, “.coM”, “.COm", “.CoM”, “.cOM”, or “.COM”, then set TVPURCH=1 Skip instructions: 30 characters: if ENTRY ends with “.com”, “.Com”, “.cOm”, “.coM”, “.COm", “.CoM”, “.cOM”, or “.COM”, then goto MORE ELSE goto TVPURCH DK, REF: goto MORE	Delete variable
6B	TVPURCH	Delete variable	Ask if not apparent: Was this purchased online or in-person? Online In person Skip instructions: 1, DK, REF: goto MORE 2: goto TVPURLOC	Delete variable
6B	TVPURLOC	Delete variable	Where is [fill: TVSTORE] located? Enter city and state TVSTORE fill instructions: Fill entry from TVSTORE Skip instructions: 200 characters, DK, REF: goto MORE	Delete variable

Section 8B changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
8B	FURNRNTL	Reword question to mention “not including this month” (changes in red)	Since the first of ^REF_MONTH, have ^YOU_ANYMEM rented or leased any furniture? Yes No Skip instructions: 1: goto FURNRNTX 2, DK, REF: goto REPFURN	Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEM rented or leased any furniture? Yes No Skip instructions: 1: goto FURNRNTX 2, DK, REF: goto REPFURN
8B	FURNRNTX	Add “Since the first of ^REF_MONTH not including this month – “ in grey to the beginning of the question wording Update skip instructions to reflect deletion of FRNRNTCX (changes in red) Corrected revised skip instructions to include ERR	What was the total expense? Skip instructions: 1-99,999: IF FURNRNTX lt 5 or gt 1340 then goto ERR1_FURNRNTX ELSE goto FRNRNTCX DK, RF: goto FRNRNTCX	Since the first of ^REF_MONTH not including this month – what was the total expense? Skip instructions: 1-99,999: IF FURNRNTX lt 5 or gt 1340 then goto ERR1_FURNRNTX ELSE goto REPFURN DK, RF: goto REPFURN
8B	FRNRNTCX	Delete variable	How much of the total amount was spent this month? Skip instructions: goto REPFURN	Delete variable.
8B	REPFURN	Reword question to mention “not including this month” (changes in red)	Since the first of ^REF_MONTH, have ^YOU_ANYMEME had any expenses for repairing, refinishing or reupholstering furniture, including the cost for fabric? Yes No Skip instructions: 1: goto REPFURNX 2, DK, REF: goto S8B_END	Since the first of ^REF_MONTH not including this month, have ^YOU_ANYMEME had any expenses for repairing, refinishing or reupholstering furniture, including the cost for fabric? Yes No Skip instructions: 1: goto REPFURNX 2, DK, REF: goto S8B_END
8B	REPFURNX	Add “Since the first of ^REF_MONTH not including this month – “ in grey to the beginning of the question wording Update skip instructions to reflect deletion of REPFRNCX (changes in red) Corrected revised skip instructions to include ERR	What was the total expense? Skip instructions: 1-99,999: IF FURNRNTX lt 5 or gt 1340 then goto ERR1_FURNRNTX ELSE goto FRNRNTCX DK, RF: goto FRNRNTCX	Since the first of ^REF_MONTH not including this month - What was the total expense? Skip instructions: 1-999,999: IF REPFURNX lt 5 or gt 1900 then goto ERR1_REPFURNX ELSE goto S8B_END DK, RF: goto S8B_END
8B	REPFRNCX	Delete variable	How much of the total amount was spent this month? Skip instructions: 0-999,999: IF REPFRNCX gt REPFRNX then goto CK_REPFRNCX ELSE goto S8B_END DK, RF: goto S8B_END	Delete variable.

Section 9A changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
9A	CLA_ITEM	Add store instructions for setting AGESEX for layettes	SCREEN 1 --------------------------------------------------------------------------- Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any of the following items either for members of your household or for someone outside your household? Read each item on list. Coats, jackets or furs Sport coats, tailored jackets, or blazers Suits Vests Shirts, sweaters, blouses, or tops Pants, jeans or shorts Dresses Skirts Undergarments Hosiery Nightwear or loungewear SCREEN 2 ---------------------------------------- Have ^YOU_ANYMEM purchased any -- Read each item on list. Accessories Swimsuits or warm-up or ski suits Uniforms, for which the cost is not reimbursed Costumes Footwear, including athletic footwear Diapers Layettes Watchers Jewelry Store instructions: Set CLOTHYA as follows: If CLA_ITEM = 1, store 100 in CLOTHYA. If CLA_ITEM = 2, store 110 in CLOTHYA. If CLA_ITEM = 3, store 120 in CLOTHYA. If CLA_ITEM = 4, store 130 in CLOTHYA. If CLA_ITEM = 5, store 145 in CLOTHYA. If CLA_ITEM = 6, store 150 in CLOTHYA. If CLA_ITEM = 7, store 170 in CLOTHYA. If CLA_ITEM = 8, store 180 in CLOTHYA. If CLA_ITEM = 9, store 200 in CLOTHYA. If CLA_ITEM = 10, store 210 in CLOTHYA. If CLA_ITEM = 11, store 220 in CLOTHYA. If CLA_ITEM = 12, store 230 in CLOTHYA. If CLA_ITEM = 13, store 240 in CLOTHYA. If CLA_ITEM = 14, store 250 in CLOTHYA. If CLA_ITEM = 15, store 260 in CLOTHYA. If CLA_ITEM = 16, store 280 in CLOTHYA If CLA_ITEM = 17, store 310 in CLOTHYA If CLA_ITEM = 18, store 330 in CLOTHYA If CLA_ITEM = 19, store 370 in CLOTHYA If CLA_ITEM = 20, store 380 in CLOTHYA Skip instructions: 1-20: IF ITEM ne Item2Shadow then goto CK_ITEM ELSE goto DESCRIPTION 95: Goto next row 99: Goto S9A_END 888: IF no more rows then goto S9A_END ELSE goto ITEM - next row of the table	SCREEN 1 --------------------------------------------------------------------------- Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any of the following items either for members of your household or for someone outside your household? Read each item on list. Coats, jackets or furs Sport coats, tailored jackets, or blazers Suits Vests Shirts, sweaters, blouses, or tops Pants, jeans or shorts Dresses Skirts Undergarments Hosiery Nightwear or loungewear SCREEN 2 ---------------------------------------- Have ^YOU_ANYMEM purchased any -- Read each item on list. Accessories Swimsuits or warm-up or ski suits Uniforms, for which the cost is not reimbursed Costumes Footwear, including athletic footwear Diapers Layettes Watchers Jewelry Store instructions: Set CLOTHYA as follows: If CLA_ITEM = 1, store 100 in CLOTHYA. If CLA_ITEM = 2, store 110 in CLOTHYA. If CLA_ITEM = 3, store 120 in CLOTHYA. If CLA_ITEM = 4, store 130 in CLOTHYA. If CLA_ITEM = 5, store 145 in CLOTHYA. If CLA_ITEM = 6, store 150 in CLOTHYA. If CLA_ITEM = 7, store 170 in CLOTHYA. If CLA_ITEM = 8, store 180 in CLOTHYA. If CLA_ITEM = 9, store 200 in CLOTHYA. If CLA_ITEM = 10, store 210 in CLOTHYA. If CLA_ITEM = 11, store 220 in CLOTHYA. If CLA_ITEM = 12, store 230 in CLOTHYA. If CLA_ITEM = 13, store 240 in CLOTHYA. If CLA_ITEM = 14, store 250 in CLOTHYA. If CLA_ITEM = 15, store 260 in CLOTHYA. If CLA_ITEM = 16, store 280 in CLOTHYA If CLA_ITEM = 17, store 310 in CLOTHYA If CLA_ITEM = 18, store 330 in CLOTHYA If CLA_ITEM = 19, store 370 in CLOTHYA If CLA_ITEM = 20, store 380 in CLOTHYA If CLA_ITEM=18, store 05 in AGESEX Skip instructions: 1-20: IF ITEM ne Item2Shadow then goto CK_ITEM ELSE goto DESCRIPTION 95: Goto next row 99: Goto S9A_END 888: IF no more rows then goto S9A_END ELSE goto ITEM - next row of the table
9A	CLOINOUT	Skip the age-sex variables for layettes (#17) since layettes are only for infants Update skip instructions due to deletion of FORWHOM Updated skip instructions due to replacing FOROUTCU with AGESEX	Was this (were these) purchased for someone inside or outside of your household? Inside your household Outside your household Both inside and outside your household Skip instructions: 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	Was this (were these) purchased for someone inside or outside of your household? Inside your household Outside your household Both inside and outside your household Skip instructions: IF CLA_ITEM = 1-17 then goto AGESEX ELSE goto CLOTHMOA
9A	FORWHOM	Delete question	For whom was it purchased? Enter all that apply, separate with commas Person 1 Person 2 … Person 30 Don’t Know Skip instructions: IF more than 1 person selected then goto CLONAME ELSE goto CLOTHMOA	Delete question.
9A	FOROUTCU	Delete/replace with AGESEX	For whom was this purchased? Enter all age/sex categories that apply to the purchase, separate with commas. Male 16 and over Female 16 and over Male 2-15 Female 2-15 Children under 2 years old Don’t know Skip instructions: 40-44, 77: goto CLONAME RF: goto CLOTHMOA	Delete variable/replace with AGESEX
9A	AGESEX (new variable)	New/renamed variable to replace FOROUTCU	N/A	Ask if not apparent Was this (Were these) purchased for … Enter all age/sex categories that apply to the purchase, separate with commas. Man, age 16 and over Woman, age 16 and over Boy, age 2 to 15 Girl, age 2 to 15 Child under 2 years old Don’t know Store instructions: Set AGESEXn Store AGESEX in AGESEX1 – AGESEX6 as follows: IF entry of 1, store 01 IF entry of 2, store 02 IF entry of 3, store 03 IF entry of 4, store 04 IF entry of 5, store 05 IF entry of 77, store 77 in AGESEX1 IF entry of REF, store 98 in AGESEX1 Skip instructions: goto CLOTHMOA
9A	CLONAME	Delete question	Enter name of person(s) Skip instructions: goto CLOTHMOA	Delete question
9A	CLOCMBA_S	Remove July 2016 outlet test changes	Enter ‘C’ for a combined expense Skip instructions: C: goto COMBCODE EMPTY: If (INTNMBR=4 AND (CLA_ITEM=110 or 120) AND (INTPER=201607, 201608, or 201609) goto CLASTORE ELSE goto MORE	Enter ‘C’ for a combined expense Skip instructions: C: goto COMBCODE EMPTY: goto MORE
9A	CLOCMBA	Remove July 2016 outlet test changes	What other clothing is ^CLODESCA combined with? Enter all that apply, separate with commas. Coats, jackets, or furs Sport coats, tailored jackets, or blazers Suits Vests Shirts, sweaters, blouses, or tops Pants, jeans, or shorts Dresses Skirts Undergarments Hosiery Nightwear or loungewear Accessories Swimsuits or warm-up or ski suits Uniforms, for which the cost is not reimbursed Costumes Footwear, including athletic footwear Diapers Layettes Watches Jewelry Misc. combined (unable to specify/DK) Skip instructions: If (INTNMBR=4 AND (CLA_ITEM=110 or 120) AND (INTPER=201607, 201608, or 201609) goto CLASTORE ELSE goto MORE	What other clothing is ^CLODESCA combined with? Enter all that apply, separate with commas. Coats, jackets, or furs Sport coats, tailored jackets, or blazers Suits Vests Shirts, sweaters, blouses, or tops Pants, jeans, or shorts Dresses Skirts Undergarments Hosiery Nightwear or loungewear Accessories Swimsuits or warm-up or ski suits Uniforms, for which the cost is not reimbursed Costumes Footwear, including athletic footwear Diapers Layettes Watches Jewelry Misc. combined (unable to specify/DK) Skip instructions: goto MORE

Section 10 changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
10	ANYEXTRA	Add fill to question wording for amount picked up in PAYEXPX (changes in red)	Does the payment include any charges other than the lease amount such as auto insurance or maintenance? Yes No Skip instructions: 1: goto EXTRAEXP 2, DK, REF: goto ANYEMPLY	Does the ^PAYEXPX_FILL payment include any charges other than the lease amount such as auto insurance or maintenance? Yes No Fill instructions: Fill amount entered in PAYEXPX. If DK or REF entered in PAYEXPX, leave blank. Skip instructions: 1: goto EXTRAEXP 2, DK, REF: goto ANYEMPLY

Section 11 changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
11	FUELTYPE	Updated response list: “only” added to “Gasoline” “Hybrid electric power” reworded to “Hybrid electric/gasoline” New response option “Electric only” New response option “FlexFuel/E85” Updated special instructions and skip instructions due to revised list	Is it fueled by - Read each item on list. Gasoline? Diesel fuel? Hybrid electric power? Other - specify? Special instructions: Answer list options 1-3 should be in bold black. (Answer list option 4 should be regular black) Skip instructions: 1-3,DK,RF: IF BCeintro.BUSCREEN = 2 goto VEHNEWU ELSE goto VEHBSNS 4: Goto FUELOTH	Is it fueled by - Read each item on list. Gasoline only? Diesel fuel? Hybrid electric/gasoline? Electric only? FlexFuel/E85? Other - specify Special instructions: Answer list options 1-5 should be in bold black. (Answer list option 6 should be regular black) Skip instructions: 1-5,DK,RF: IF BCeintro.BUSCREEN = 2 goto VEHNEWU ELSE goto VEHBSNS 6: Goto FUELOTH

Section 12C changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
12C	VOPGASX	Update skip instructions for for new VOPELEC question	Since the first of ^REF_MONTH not including this month -- What has been ^YR_YRCUS AVERAGE MONTHLY expense for gasoline and other fuels for all vehicles? Skip instructions: 0,RF: Goto VOPOIL 1-9999: Goto VOPDIES DK: Goto VOPDIES	Since the first of ^REF_MONTH not including this month -- What has been ^YR_YRCUS AVERAGE MONTHLY expense for gasoline and other fuels for all vehicles? Skip instructions: 0,RF: IF there is an inventoried vehicle or a vehicle picked up in the current interview with FUELTYPE=3 or 4 goto VOPELEC ELSE goto Goto VOPOIL 1-9999: Goto VOPDIES DK: Goto VOPDIES
12C	VOPDIES	Remove outlet test changes Update skip instructions for for new VOPELEC and VOPETH questions	Was any of this expense for diesel fuel? Yes No Skip instructions: 1: goto VOPDIESX 2, DK, RF If BCEINTRO.BUSCREEN=2 AND (INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto GASLOC ELSEIF BCEINTRO.BUSCREEN=2 goto VOPOIL ELSE goto VOPBSNS	Was any of this expense for diesel fuel? Yes No Skip instructions: 1: goto VOPDIESX 2, DK, RF: IF there is an inventoried vehicle or a vehicle picked up in the current interview with FUELTYPE=5 goto VOPETH ELSEIF (there is an inventoried vehicle or a vehicle picked up in the current interview with FUELTYPE=3 or 4 AND BUSCREEN=2) goto VOPELEC ELSEIF BCEINTRO.BUSCREEN=2 goto VOPOIL ELSE goto VOPBSNS
12C	VOPDIESX	Remove outlet test changes Update skip instructions for for new VOPELEC and VOPETH questions	How much? Skip instructions: 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, or 201609) 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, or 201609) goto GASLOC ELSEIF BCEINTRO.BUSCREEN=2 then goto VOPOIL ELSE goto VOPBSNS	How much? Skip instructions: 1-9999: IF (VOPDIESX lt 5 or gt 400) then goto ERR1_VOPDIESX ELSEIF (VOPDIESX gt VOPGASX) then goto CK_VOPDIESX IF there is an inventoried vehicle or a vehicle picked up in the current interview with FUELTYPE=5 goto VOPETH ELSEIF (there is an inventoried vehicle or a vehicle picked up in the current interview with FUELTYPE=3 or 4 AND BUSCREEN=2) goto VOPELEC ELSEIF BCEINTRO.BUSCREEN=2 then goto VOPOIL ELSE goto VOPBSNS DK, RF: IF there is an inventoried vehicle or a vehicle picked up in the current interview with FUELTYPE=5 goto VOPETH ELSEIF (there is an inventoried vehicle or a vehicle picked up in the current interview with FUELTYPE=3 or 4 AND BUSCREEN=2) goto VOPELEC ELSEIF BCEINTRO.BUSCREEN=2 then goto VOPOIL ELSE goto VOPBSNS
12C	VOPETH	New question asked if the household has any vehicles with FUELTYPE=5	N/A	Was any of this expense for the purchase of E85? 1. Yes 2. No Skip instructions: 1: goto VOPETHX 2, DK, REF: IF (there is an inventoried vehicle or a vehicle picked up in the current interview with FUELTYPE=3 or 4 AND BUSCREEN=2) goto VOPELEC ELSEIF BUSCREEN = 2 goto VOPOIL ELSE goto VOPBSNS
12C	VOPETHX	New question asked if the response to new question VOPETH is yes	n/a	How much? Skip instructions: IF (there is an inventoried vehicle or a vehicle picked up in the current interview with FUELTYPE=3 or 4 AND BUSCREEN=2) goto VOPELEC ELSEIF BUSCREEN = 2 goto VOPOIL ELSE goto VOPBSNS
12C	VOPBSNS	Remove outlet test changes Updated skip instructions due to new electric vehicle charging questions	Was any of the AVERAGE MONTHLY cost counted as a business expense? Yes No Skip instructions: 1: goto VOPBSPER 2, DK, REF: IF (INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto GASLOC ELSE goto VOPOIL	Was any of the AVERAGE MONTHLY cost counted as a business expense? Yes No Skip instructions: 1: goto VOPBSPER 2, DK, REF: IF (there is an inventoried vehicle or a vehicle picked up in the current interview with FUELTYPE=3 or 4 AND BUSCREEN=2) goto VOPELEC ELSE goto VOPOIL
12C	VOPBSPER	Remove outlet test changes Updated skip instructions due to new electric vehicle charging questions	What percentage of the AVERAGE MONTHLY COST was counted as a business expense? Skip instructions: 1-99, DK, RF: IF (INTNMBR=4 AND INTPER=201607, 201608, or 201609) goto GASLOC ELSE goto VOPOIL 100: goto ERR2_VOPBSPER	What percentage of the AVERAGE MONTHLY COST was counted as a business expense? Skip instructions: 1-99, DK, RF: IF (there is an inventoried vehicle or a vehicle picked up in the current interview with FUELTYPE=3 or 4 AND BUSCREEN=2) goto VOPELEC ELSE goto VOPOIL 100: goto ERR2_VOPBSPER
12C	VOPELEC	New question on whether CU paid for any electric vehicle charging if CU has any vehicles (inventoried or picked up in the current interview) with FUELTYPE=3 or 4	N/A	Since the first of ^REF_MONTH not including this month – Have ^YOU_ANYMEM paid for electric vehicle charging away from home? Yes No Special instructions: If VOPGASX is 1-9999 or DK then bold black the first line "Since the first of ^REF_MONTH not including this month --" Else gray out the line. Skip instructions: 1: goto VOPELECX 2, DK, REF: goto VOPOIL
12C	VOPELECX	New question asked if response to VOPELEC is yes	N/A	How much? Skip instructions: IF BUSCREEN = 2 goto VOPOIL ELSE goto VOPELBS
12C	VOPELBS	New follow-up question if response to VOPELEC is yes and BUSCREEN does not equal 2	N/A	Was any of this amount counted as a business expense? Yes No Skip instructions: 1: Goto VOPELBPR 2,DK,RF: Goto VOPOIL
12C	VOPELBPR	New question asked if response to VOPELBS is yes	N/A	What percentage of [fill: VOPELECX] was counted as a business expense? Skip instructions: 1-99,DK,RF: Goto VOPOIL 100: Goto ERR2_VOPELPR
12C	GASLOC	Delete variable	From ^REF_MONTH through ^LAST_MONTH, where did ^YOU_YRCU ^Qtypefill purchase gas? Enter city and state Qtypefill instructions: If QTYPE2=1, fill “last” If QTYPE2=2, fill “most frequently” Skip instructions: 200 characters, DK, REF: goto VOPOIL	Delete variable
12C	VOPOIL	Update special instructions due to new VOPELEC question(s) coming in between VOPGASX and VOPOIL	Since the first of ^REF_MONTH not including this month -- Have ^YOU_ANYMEM purchased any oil for operating vehicles? Yes No Special instructions: If VOPGASX is 1-9999 or DK then bold black the first line "Since the first of ^REF_MONTH not including this month --" Else gray out the line. Skip instructions: 1: Goto VOPOILX 2,DK,RF: Goto VOPFLUID	Since the first of ^REF_MONTH not including this month -- Have ^YOU_ANYMEM purchased any oil for operating vehicles? Yes No Special instructions: If [VOPGASX is 1-9999 or DK] OR [VOPELEC=2, DK, or REF] then bold black the first line "Since the first of ^REF_MONTH not including this month --" Else gray out the line. Skip instructions: 1: Goto VOPOILX 2,DK,RF: Goto VOPFLUID

Section 13 changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
(Current) Section 13	Sections 13A, 13B	Move/re-number the ‘Insurance other than Health’ section to Section 15 (including global prechart, products file, and help file)	Section 13 – Insurance Other than Health S13 – Non-Health Insurance	Section 15 – Insurance Other than Health S15 – Non-Health Insurance

Previously section 13A now section 15A changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
Previously section 13A now section 15A	TYPE_F	Remove instruction for long term care (moved to health insurance)	Store Instructions: Prefill with Type of insurance: IF POLICYYB = 100 then prefill 'Life/disability' IF POLICYYB = 110 then prefill 'Long term care' IF POLICYYB = 200 then prefill 'Auto/vehicle' IF POLICYYB = 300 then prefill 'Homeowners' ' IF POLICYYB = 400 then prefill 'Renters' ' IF POLICYYB = 500 then prefill 'Other'	Store Instructions: Prefill with Type of insurance: IF POLICYYB = 100 then prefill 'Life/disability' IF POLICYYB = 200 then prefill 'Auto/vehicle' IF POLICYYB = 300 then prefill 'Homeowners' ' IF POLICYYB = 400 then prefill 'Renters' ' IF POLICYYB = 500 then prefill 'Other'
Previously section 13A now section 15A	PLCYSTIL	Remove instruction for long term care (moved to health insurance)	Do ^YOU_ANYMEM still have or make payments for the ^PLCYSTIL insurance policy from ^8500INSCOMP? Yes No PLCYSTIL Fill instructions: IF 8500.POLICYYB = 110, fill "long term care" IF 8500.POLICYYB = 100, fill "life or disability" IF 8500.POLICYYB = 200, fill "auto" IF 8500.POLICYYB = 300, fill "homeowners'" IF 8500.POLICYYB = 400, fill "renters'" IF 8500.POLICYYB = 500, fill "other type of non-health" Skip Instructions: IF 8500.PREMYOU = 2 then goto S13A_END ELSE goto INSEX3A	Do ^YOU_ANYMEM still have or make payments for the ^PLCYSTIL insurance policy from ^8500INSCOMP? Yes No PLCYSTIL Fill instructions: IF 8500.POLICYYB = 100, fill "life or disability" IF 8500.POLICYYB = 200, fill "auto" IF 8500.POLICYYB = 300, fill "homeowners'" IF 8500.POLICYYB = 400, fill "renters'" IF 8500.POLICYYB = 500, fill "other type of non-health" Skip Instructions: IF 8500.PREMYOU = 2 then goto S13A_END ELSE goto INSEX3A
Previously section 13A now section 15A	INSEX3A	Reword question to mention “not including this month” Update skip instructions to account for new questions	Since the first of ^REF_MONTH have you had any expenses for this policy? Yes No Skip instructions: 1: goto INSEX3AX 2, DK, RF: goto S13A_END	Since the first of ^REF_MONTH not including this month, have you had any expenses for this policy? Yes No Skip instructions: 1: IF 8500.INSRPMPD=1-9 then goto INSLSTTM ELSE goto INSRPMPA 2, DK, RF: goto S13A_END
Previously section 13A now section 15A	INSLSTTM	New variable to confirm previous frequency for premium payments	N/A	Last time, I recorded that payments are made ^INS_PERIODICITY. Is this still correct? Yes No Fill instructions: (same fill pattern as for PERIODICITY in the health insurance inventory section) IF 8500.INSRPMPD=1 fill “once a week” ELSEIF 8500.INSRPMPD=2, fill “once every 2 weeks” ELSEIF 8500.INSRPMPD=3, fill “twice a month” ELSEIF 8500.INSRPMPD=4, fill “once a month” ELSEIF 8500.INSRPMPD=5, fill “every 2 months” ELSEIF 8500.INSRPMPD=6, fill “every 3 months” ELSEIF 8500.INSRPMPD=7, fill “every 4 months” ELSEIF 8500.INSRPMPD=8, fill “every 6 months” ELSEIF 8500.INSRPMPD=9, fill “once a year” Skip instructions: 1: goto INSREGXA 2, DK, REF: goto INSRPMPA
Previously section 13A now section 15A	INSRPMPA	New variable to pick up frequency for premium payments	N/A	How often are payments made ^INSanypd_fill? Once a week Once every 2 weeks Twice a month Once a month Every 2 months Quarterly (every 3 months) Once every 4 months Twice a year (every 6 months) Once a year Other Fill instructions: IF 8500.PAYDEDPR=1 fill “including payroll deductions” ELSE leave blank. Skip instructions: 1-9: goto INSREGXA 10, DK, RF: goto INSEX3AX
Previously section 13A now section 15A	INSREGXA	New variable to pick up rate payment amount	N/A	What is the amount currently paid ^INS_PERIODICITY2? Fill instructions: IF (INSLSTTM=1 and 8500.INSRPMPD=1) OR INSRPMPA=1, fill “once a week” ELSEIF (INSLSTTM=1 and 8500.INSRPMPD=2) OR INSRPMPA=2, fill “once every 2 weeks” ELSEIF (INSLSTTM=1 and 8500.INSRPMPD=3) OR INSRPMPA=3, fill “twice a month” ELSEIF (INSLSTTM=1 and 8500.INSRPMPD=4) OR INSRPMPA=4, fill “once a month” ELSEIF (INSLSTTM=1 and 8500.INSRPMPD=5) OR INSRPMPA=5, fill “every 2 months” ELSEIF (INSLSTTM=1 and 8500.INSRPMPD=6) OR INSRPMPA=6, fill “every 3 months” ELSEIF (INSLSTTM=1 and 8500.INSRPMPD=7) OR INSRPMPA=7, fill “every 4 months” ELSEIF (INSLSTTM=1 and 8500.INSRPMPD=8) OR INSRPMPA=8, fill “every 6 months” ELSEIF (INSLSTTM=1 and 8500.INSRPMPD=1) OR INSRPMPA=1, fill “once a year” Skip instructions: goto S13A_END
Previously section 13A now section 15A	INSEX3AX	Add “Since the first of ^REF_MONTH not including this month – “to the beginning of the question wording Update skip instructions to reflect deletion of INSEXXA Updates to some of the error range values to make the ranges consistent between INSEX3AX and INSEXPBX Remove instruction for long term care (moved to health insurance)	How much was paid? Skip instructions: 1-99,999: IF (8500.POLICYYB=110 and INSEX3AX gt 628) OR (8500.POLICYYB=100 and INSEX3AX gt 628) OR (8500.POLICYYB=200 and INSEX3AX gt 1050) OR (8500.POLICYYB=300 and INSEX3AX gt 1000) OR (8500.POLICYYB=400 and INSEX3AX gt 300) OR (8500.POLICYYB=500 and INSEX3AX gt 825) then goto ERR1_INSEX3AX ELSE goto INSEXXA DK, RF: goto S13A_END	Since the first of ^REF_MONTH not including this month, how much was paid? Skip instructions: 1-99,999: IF (8500.POLICYYB=100 and INSEX3AX gt 750) OR (8500.POLICYYB=200 and INSEX3AX gt 1100) OR (8500.POLICYYB=300 and INSEX3AX gt 1000) OR (8500.POLICYYB=400 and INSEX3AX gt 340) OR (8500.POLICYYB=500 and INSEX3AX gt 936) then goto ERR1_INSEX3AX ELSE goto S13A_END DK, RF: goto S13A_END
Previously section 13A now section 15A	INSEXXA	Delete variable.	How much was paid this month? Skip instructions: 0-99,999: IF (8500.POLICYYB=110 and INSEXXA gt 300) OR (8500.POLICYYB=100 and INSEXXA gt 300) OR (8500.POLICYYB=200 and INSEXXA gt 670) OR (8500.POLICYYB=300 and INSEXXA gt 688) OR (8500.POLICYYB=400 and INSEXXA gt 186) OR (8500.POLICYYB=500 and INSEXXA gt 600) then goto ERR1_INSEXXA ELSEIF INSEXXA gt INSEX3AX then goto CK_INSEXXA ELSE goto S13A_END DK, RF: goto S13A_END	Delete variable.

Previously section 13B now section 15B changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
Previously section 13B now section 15B	INB_ITEM	Remove long term care (moved to health insurance) Update INB_ITEM_FILL instructions to include new CU with INTNMBR=1 wording	^INB_ITEM_FILL Read each item on list Long term care insurance? Life insurance or other policies which provide benefits in case of death or disability? Homeowners' insurance? Renters' insurance? Automobile or other vehicle insurance? Other types of non-health insurance? INB_ITEM_FILL Instructions: IF INTNMBR = 1, fill "Do ^YOU_ANYMEM have any or pay for any -" ELSE fill "Since the first of ^REF_MONTH have ^YOU_ANYMEM purchased or begun paying for any" Store Instructions: 1. Set up POLICYYB as follows: If ITEM = 1, store 110 in POLICYYB If ITEM = 2, store 100 in POLICYYB If ITEM = 3, store 300 in POLICYYB If ITEM = 4, store 400 in POLICYYB If ITEM = 5, store 200 in POLICYYB If ITEM = 6, store 500 in POLICYYB Special Instructions: 2. Pre-fill the PREFIL and INSDESC fields (Gray the PREFIL field) If ITEM = 1, prefill "Long term care" If ITEM = 2, prefill "Life" If ITEM = 3, prefill "Homeowners'" If ITEM = 4, prefill "Renters" If ITEM = 5, prefill "Automobile" If ITEM = 6, prefill "Other non-health insurance" Skip Instructions: 1-6: IF ITEM ne Item2Shadow then goto CK_ITEM ELSE goto INSCOMP 99: Goto S13B_END 888: IF no more rows in the table then goto S13B_END ELSE goto ITEM - next row of the table	^INB_ITEM_FILL Read each item on list Life insurance or other policies which provide benefits in case of death or disability? Homeowners' insurance? Renters' insurance? Automobile or other vehicle insurance? Other types of non-health insurance? INB_ITEM_FILL Instructions: IF INTNMBR = 1 or new CU, fill "Do ^YOU_ANYMEM have any or pay for any -" ELSE fill "Since the first of ^REF_MONTH have ^YOU_ANYMEM purchased or begun paying for any" Store Instructions: 1. Set up POLICYYB as follows: If ITEM = 1, store 100 in POLICYYB If ITEM = 2, store 300 in POLICYYB If ITEM = 3, store 400 in POLICYYB If ITEM = 4, store 200 in POLICYYB If ITEM = 5, store 500 in POLICYYB Special Instructions: 2. Pre-fill the PREFIL and INSDESC fields (Gray the PREFIL field) If ITEM = 1, prefill "Life" If ITEM = 2, prefill "Homeowners'" If ITEM = 3, prefill "Renters" If ITEM = 4, prefill "Automobile" If ITEM = 5, prefill "Other non-health insurance" Skip Instructions: 1-5: IF ITEM ne Item2Shadow then goto CK_ITEM ELSE goto INSCOMP 99: Goto S13B_END 888: IF no more rows in the table then goto S13B_END ELSE goto ITEM - next row of the table
Previously section 13B now section 15B	INSDESC	Update ITEM number in skip instructions (due to deleting/moving long term care insurance)	Briefly describe the policy. Skip Instructions: IF ITEM = 3 then goto INSPROP ELSE goto PREMYOU	Briefly describe the policy. Skip Instructions: IF ITEM = 2 then goto INSPROP ELSE goto PREMYOU
Previously section 13B now section 15B	PAYDEDPR	Update skip instructions for new question pattern Revised order (to match part A)	Are any premiums paid through payroll deductions? Yes No Skip instructions: goto INSEXPBX	Are any premiums paid through payroll deductions? Yes No Skip instructions: goto INSRPMPD
Previously section 13B now section 15B	INSRPMPD	New variable to pick up rate frequency Revised order & wording (to match part A)	N/A	How often are payments made ^paydeduct Once a week Once every 2 weeks Twice a month Once a month Every two months Quarterly (every 3 months) Once every 4 months Twice a year (every six months) Once a year Other Fill instructions: IF PAYDEDPR = 1 then fill “including payroll deductions?” ELSE fill “?” Skip instructions: 1-9: goto INSRPMXB 10: goto INSEXPBX
Previously section 13B now section 15B	INSRPMXB	New variable to pick up rate amount ($) Revised order & wording (to match part A)	N/A	What is the amount currently paid ^insrpmpd ^paydeduct iNSRPMPD fill instructions: IF INSRPMPD=1 fill “once a week” ELSEIF INSRPMPD=2 fill ”once every 2 weeks” ELSEIF INSRPMPD=3 fill ”twice a month” ELSEIF INSRPMPD=4 fill ”once a month” ELSEIF INSRPMPD=5 fill ”once every 2 months” ELSEIF INSRPMPD=6 fill ”once every 3 months” ELSEIF INSRPMPD=7 fill ”once every 4 months” ELSEIF INSRPMPD=8 fill ”once every 6 months” ELSEIF INSRPMPD=8 fill ”once a year” Paydeduct fill instructions: IF PAYDEDPR = 1 then fill “including payroll deductions?” ELSE fill “?” Skip instructions: goto C
Previously section 13B now section 15B	INSEXPBX	Reword question to mention “not including this month” (changes in red) Update skip instructions due to deletion of INSEXXB Update skip instructions due to deleting/moving long term care	Since the first of ^REF_MONTH, what was ^YR_YRCUS total expense for this insurance policy? Enter the actual amount the household paid. Do not include any expenses paid for the household by others. Skip instructions: 1-99,999: IF (ITEM=1 and INSEXPBX gt 750) OR (ITEM=2 and INSEXPBX gt 750) OR (ITEM=3 and INSEXPBX gt 1000) OR (ITEM=4 and INSEXPBX gt 340) OR (ITEM=5 and INSEXPBX gt 1100) OR (ITEM=6 and INSEXPBX gt 936) then goto ERR1_INSEXPBX ELSE goto INSEXXB 0, DK, RF: goto C	Since the first of ^REF_MONTH not including this month, what was ^YR_YRCUS total expense for this insurance policy? Enter the actual amount the household paid. Do not include any expenses paid for the household by others. Skip instructions: 1-99,999: : IF (ITEM=1 and INSEXPBX gt 750) OR (ITEM=2 and INSEXPBX gt 1000) OR (ITEM=3 and INSEXPBX gt 340) OR (ITEM=4 and INSEXPBX gt 1100) OR (ITEM=5 and INSEXPBX gt 936) then goto ERR1_INSEXPBX ELSE goto C DK, RF: goto C
Previously section 13B now section 15B	INSEXXB	Delete variable.	How much was paid this month? Skip instructions: 1-99,999: IF (ITEM=1 and INSEXXB gt 300) OR (ITEM=2 and INSEXXB gt 300) OR (ITEM=3 and INSEXXB =1-8 or gt 677) OR (ITEM=4 and INSEXXB =1-5 or gt 267) OR (ITEM=5 and INSEXXB =1-17 or gt 663) OR (ITEM=6 and INSEXXB =1-5 or gt 799) then goto ERR1_INSEXXB ELSEIF INSEXXB gt INSEXPBX then goto CK_INSEXXB ELSE goto C 0, DK, RF: goto C	Delete variable.
Previously section 13B now section 15B	S13CMB	Delete/move long term care and make other associated updates	What other type of policy is the ^CombCode_Fill combined with? Enter all that apply, separate with commas. Long term care insurance Life insurance or other policies which provide benefits in case of death or disability Homeowners' insurance Renters' insurance Automobile or other vehicle insurance Other types of non-health insurance Misc. combined (unable to specify/DK) CombCode_Fill Instructions: If ITEM = 1, fill " long term care insurance" If ITEM = 2, fill "life or disability insurance" If ITEM = 3, fill "homeowners' insurance" If ITEM = 4, fill "renters' insurance" If ITEM = 5, fill "vehicle insurance" If ITEM = 6, fill "other type of non-health insurance" Store Instructions: For each item selected in COMBCODE, store the appropriate item code in INSCMB1- INSCMB7. (The first entry in S13CMB should be recoded and stored in INSCMB1, the 2nd entry in INSCMB, etc.) Recode as follows: If COMBCODE = 1, store 110 If COMBCODE = 2, store 100 If COMBCODE = 3, store 300 If COMBCODE = 4, store 400 If COMBCODE = 5, store 200 If COMBCODE = 6, store 500 If COMBCODE = 77, store 900. Skip Instructions: IF 3 is selected then goto COMBPROP ELSE goto MORE	What other type of policy is the ^CombCode_Fill combined with? Enter all that apply, separate with commas. Life insurance or other policies which provide benefits in case of death or disability Homeowners' insurance Renters' insurance Automobile or other vehicle insurance Other types of non-health insurance Misc. combined (unable to specify/DK) CombCode_Fill Instructions: If ITEM = 1, fill "life or disability insurance" If ITEM = 2, fill "homeowners' insurance" If ITEM = 3, fill "renters' insurance" If ITEM = 4, fill "vehicle insurance" If ITEM = 5, fill "other type of non-health insurance" Store Instructions: For each item selected in COMBCODE, store the appropriate item code in INSCMB1- INSCMB6. (The first entry in S13CMB should be recoded and stored in INSCMB1, the 2nd entry in INSCMB, etc.) Recode as follows: If COMBCODE = 1, store 100 If COMBCODE = 2, store 300 If COMBCODE = 3, store 400 If COMBCODE = 4, store 200 If COMBCODE = 5, store 500 If COMBCODE = 77, store 900. Skip Instructions: IF 2 is selected then goto COMBPROP ELSE goto MORE
Previously section 13B now section 15B	INSMORE	Update EX_MORE_FILL instructions to include new CU with INTNMBR=1 wording	^EX_MORE_FILL Yes No EX_MORE_FILL Instructions: IF INTNMBR = 1 fill: "Do ^You_Anymem have any or make payments for any other ^inbdescription policy?” ELSE fill: "Did ^you_Anymem purchase or begin paying for any other ^inbdescription policy?” Skip Instructions: 1: IF Row number = 100 then goto ERR_MAX ELSE goto ITEM, next row of the table 2,DK,RF: IF Row number = 100 then goto S13B_END ELSE goto ITEM, next row of the table	^EX_MORE_FILL Yes No EX_MORE_FILL Instructions: IF INTNMBR = 1 or new CU fill: "Do ^You_Anymem have any or make payments for any other ^inbdescription policy?” ELSE fill: "Did ^you_Anymem purchase or begin paying for any other ^inbdescription policy?” Skip Instructions: 1: IF Row number = 100 then goto ERR_MAX ELSE goto ITEM, next row of the table 2,DK,RF: IF Row number = 100 then goto S13B_END ELSE goto ITEM, next row of the table

Section 14 changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
(Current) Section 14/ New section 13	Sections 14A, 14B, 14C	Move/re-number the ‘Health Insurance’ section to Section 13 (including global prechart, products file, and help file)	Section 14 – Health Insurance S14 – Health Insurance	Section 13 – Health Insurance S13 – Health Insurance

New Health Insurance Section Intro

CEQ CAPI Variable	Detail/Description	201704 Wording/Specification
S13_INTRO	New section intro language	The next questions are about health insurance. Include health insurance obtained through employment or purchased directly as well as government programs like Medicare and Medicaid that provide Medical care or help pay medical bills. Skip instructions: IF there are any inventory records goto the appropriate inventory block: IF there are Medicare inventory records goto Medicare inventory block ELSEIF there are 8500.MEDICAID=1 OR 8500.CHIP=1 OR 8500.IHS=1 goto Medicaid/CHIP/IHS inventory block ELSEIF there are single service or private insurance inventory records goto their inventory block ELSEIF 8500.MILITARY=1 goto their inventory block ELSE goto screener block for new policies/coverage (detailed section)

New Health Insurance Section Inventory Part(s)

CEQ CAPI Variable	Detail/Description (Inventory)	201704 Wording/Specification (Inventory)
Medicare inventory block		Goto first person with an inventory record of 8500. MEDICARE=1
MDCRSTLL	Question asking whether inventoried person still has Medicare	[fill: Is ^Name/Are you] still enrolled in Medicare? Yes No Skip instructions: 1: goto MCCHOICA 2, DK, REF: goto MDCRSTLL for next person with 8500.MEDICARE=1 ELSEIF there are no more members with 8500.MEDICARE=1 goto end of Medicare inventory block
MCCHOICA	Question on whether inventoried person has/still has a Medicare Advantage plan	[fill: Medicare Advantage is the new name for Medicare Plus Choice plans.] [fill: Are you/Is ^NAME] ^still enrolled in a Medicare Advantage plan? * Enter ‘YES’ if the member changed to a different Medicare Advantage plan. Yes No Fill instructions: If 8500.MCCHOICE=1 leave blank else fill “Medicare Advantage is the new name for Medicare Plus Choice plans.”] If 8500.MCCHOICE=1 fill “still” else leave blank If 8500.MCCHOICE=1 fill “* Enter ‘YES’ if the member changed to a different Medicare Advantage plan.” Skip instructions: 1: goto MCPREMA 2, DK, REF: goto MCCHMOPLA
MCHMOPLA	Question on whether inventoried person has/still has a Medicare HMO plan	[fill: Are you/Is ^NAME] ^still under a Medicare managed care arrangement, such as an HMO, that is, a Health Maintenance Organization? (With an HMO, you must generally receive care from HMO doctors, otherwise the expense is not covered unless you were referred by the HMO or there was a medical emergency.) * Enter ‘YES’ if the member changed to a different Medicare HMO plan. Yes No Fill instructions: If 8500. MCHMOPLN =1 fill “still” else leave blank If 8500. MCHMOPLN =1 fill “* Enter ‘YES’ if the member changed to a different Medicare HMO plan.” 1: goto MCPREMA 2, DK, REF: if MCCHOICA=1 goto MCPREMA ELSE goto MCPARTDA
MCPREMA	Question on whether inventoried person pays/still pays a premium for Medicare Advantage/Medicare HMO plan	Besides [fill: your/NAME’s] Medicare Part B payment, [fill: are you/is NAME] ^still paying a premium for [fill: your/his/her] [fill: Medicare Advantage/Medicare HMO] plan? Yes No Fill instructions: If 8500.MCPREM=1 fill “still” else leave blank If MCCHOICA=1 fill “Medicare Advantage” else fill “Medicare HMO” Skip instructions: 1: goto MCPRPTCA 2, DK, REF: goto MCPARTDA
MCPRPTCA	Question to pick up premium amount	What is [fill: your/NAME’s] monthly premium for [fill: your/his/her] [fill: Medicare Advantage/Medicare HMO] plan? Fill instructions: If MCCHOICA=1 fill “Medicare Advantage” else fill “Medicare HMO” Skip instructions: goto MCPARTDA
MCPARTDA	Question on whether inventoried person has/still has Medicare Part D	[fill: Are you/Is ^NAME] ^still enrolled in Medicare Part D, also known as the Medicare Prescription Drug Plan? * Enter ‘YES’ if the member changed to a different Medicare Part D plan. Yes No Fill instructions: If 8500.MCPARTD=1 fill “still” else leave blank Skip instructions: 1: goto MCPRPTDA 2, DK, REF: goto MDCRSTLL for the next person with 8500.MEDICARE=1 ELSE goto end of Medicare inventory block
MCPRPTDA	Question to pick up premium for Medicare Part D	What is [fill: your/NAME’s] monthly premium for [fill: your/his/her] Medicare Part D prescription drug plan? Skip instructions: goto MDCRSTLL for the next person with 8500.MEDICARE=1 ELSE goto end of Medicare inventory block
End of inventory block for Medicare		Skip instructions: IF there are 8500.MEDICAID=1 OR 8500.CHIP=1 OR 8500.IHS=1 goto Medicaid/CHIP/IHS inventory block ELSE If there are any inventory records of single service plans or private plans goto their inventory block ELSE if there are any inventory records of military health care goto its inventory block ELSE goto screener block for new coverage
Medicaid/CHIP/IHS inventory block		Skip instructions: IF 8500.MEDICAID=1 goto MDCDSTLL ELSEIF 8500.CHIP=1 goto CHIPSTLL ELSEIF 8500.IHS=1 goto IHSSTLL ELSE goto end of Medicaid/CHIP/IHS block
MDCDSTLL	Question on whether household still has Medicaid	Are/Is ^YOU_YRCU still covered by Medicaid^MDCDSTfill? Yes No Skip instructions: 1: goto MEDPREMA 2, DK, REF: IF 8500.CHIP=1 goto CHIPSTLL ELSEIF 8500.IHS=1 goto IHSSTLL ELSE goto end of Medicaid/CHIP/IHS block
MEDPREMA	Question on whether household pays/still pays a premium for Medicaid (apparently some states charge small fees for Medicaid)	[fill: A health insurance premium is the amount you or a family member pays each month for healthcare coverage.] Do ^YOU_ANYMEM ^still pay a premium for your Medicaid plan? Yes No Fill instructions: If 8500.MEDPREM=1 leave blank else fill “A health insurance premium is the amount you or a family member pays each month for healthcare coverage.” If 8500.MEDPREM=1 fill “still” else leave blank Skip instructions: 1: goto MDCDPRXA 2, DK, REF: IF 8500.CHIP=1 goto CHIPSTLL ELSEIF 8500.IHS=1 goto IHSSTLL ELSE goto end of Medicaid/CHIP/IHS block
MDCDPRXA	Question to pick up monthly premium if household is charged a fee for their Medicaid	What is the monthly premium for this Medicaid plan? Skip instructions: IF 8500.CHIP=1 goto CHIPSTLL ELSEIF 8500.IHS=1 goto IHSSTLL ELSE goto end of Medicaid/CHIP/IHS block
CHIPSTLL	Question on whether household is still covered by CHIP Use current ST_CHIP fill	Are/Is ^YOU_YRCU still covered by the Children’s Health Insurance Program (CHIP)^ST_CHIP? Yes No Skip instructions: 1: goto CHIPRMA 2, DK, REF: IF 8500.IHS=1 goto IHSSTLL ELSE goto end of Medicaid/CHIP/IHS block
CHIPRMA	Question on whether household pays/still pays a premium for CHIP coverage	[fill: A health insurance premium is the amount you or a family member pays each month for healthcare coverage.] Do ^YOU_ANYMEM ^still pay a premium for your CHIP^ST_CHIP plan? Yes No Fill instructions: If 8500. STRFPRM1=1 leave blank else fill “A health insurance premiums is the amount you or a family member pays each month for healthcare coverage.” If 8500. STRFPRM1=1 fill “still” else leave blank Skip instructions: 1: goto MDCDPRMA 2, DK, REF: IF 8500.IHS=1 goto IHSSTLL ELSE goto end of Medicaid/CHIP/IHS block
CHIPPRXA	Question to pick up premium for CHIP	What is the monthly premium for this CHIP^ST_CHIP plan? Skip instructions: IF 8500.IHS=1 goto IHSSTLL ELSE goto end of Medicaid/CHIP/IHS block
IHSSTLL	Question on whether household is still covered by IHS	Are/Is ^YOU_YRCU still covered by the Indian Health Service (IHS)? Yes No Skip instructions: goto end of Medicaid/CHIP/IHS block
End of Medicaid, CHIP, and IHS block		Skip instructions: IF there are any inventory records of single service plans or private plans goto their inventory block ELSEIF there are any inventory records of military health care goto the military inventory block ELSE goto screener block for new coverage
Single service/private insurance inventory block		Skip instructions: Goto HHISTILL for first policy on inventory
HHISTILL	Same as in current 14A	^DoDoes_C ^YOU_YRCU still have your [fill:^SSTYPE2/^PLNMGD] policy from ^8500HINSCMP? Yes No Skip instructions: IF 8500.HHIPRYOU=2 goto end of single service/private insurance inventory block ELSE goto HHIANYPD
HHIANYPD	Same as in current 14A	Since the first of ^REF_MONTH, have ^YOU_ANYMEM made any payments on this policy ^HHIANYPD_FILL? Yes No Fill instructions: If 8500.HHIPRDED=1, fill “including payroll deductions” ELSE leave blank Skip instructions: IF 8500.HHIRPMPD=1-9 then goto HHILSTTM ELSE goto HHIRPMPA
HHILSTTM	Same as in current 14A	Last time, I recorded that payments are made ^PERIODICITY. Is this still correct? Yes No Skip instructions: 1: goto HHIREGXA 2, DK, REF: goto HHIRPMPA
HHIRPMPA	Same as in current 14A	How often are payments made ^HHIANYPD_FILL? Once a week Once every 2 weeks Twice a month Once a month Every 2 months Quarterly (every 3 months) Once every 4 months Twice a year (every 6 months) Once a year Other Skip instructions: 1-9: goto HHIREGXA 10, DK, REF: goto HHIPDAMT
HHIREGXA	Same as in current 14A	What is the amount currently paid ^PERIODICITY2? Skip instructions: Goto end of single service/private insurance inventory block
HHIPDAMT	Same as in current 14A	How much was paid since the first of ^REF_MONTH not including this month? Skip instructions: Goto end of single service/private insurance inventory block
End of single service/private insurance inventory block		Goto next policy on inventory ELSEIF there are no more policies on inventory: IF 8500.MILITARY=1 goto the military inventory block ELSE goto screener block for new coverage
Military inventory block		Skip instructions: IF 8500.MILOTHR=1 goto MILOTSTL ELSEIF 8500.VACHAMP=1 goto MILVASTL ELSEIF 8500.TRICARE goto TRICRSTL ELSE goto end of military inventory block
MILOTSTL	Question asking whether household is still covered by other type of military health care specified in MILSPCOT	Are/Is ^YOU_YRCU still covered by [fill: MILSPCOT]? Yes No Skip instructions: ELSEIF 8500.VACHAMP=1 goto MILVASTL ELSEIF 8500.TRICARE goto TRICRSTL ELSE goto end of military inventory block
MILVASTL	Question on whether household is still covered by VA, CHAMPVA, or both	Are/Is ^YOU_YRCU still covered by [fill: VA/CHAMP-VA/VA or CHAMPVA]? Yes No Skip instructions: ELSEIF 8500.TRICARE goto TRICRSTL ELSE goto end of military inventory block
TRICRSTL	Question on whether household is still covered by Tricare	Are/Is ^YOU_YRCU still covered by fill: Tricare? Yes No Skip instructions: 1: goto TRIANYPD 2, DK, REF: goto end of military inventory block
TRIIANYPD	Question on whether household has made any payments for Tricare (similar to current HHIANYPD in 14A)	Since the first of ^REF_MONTH, have ^YOU_ANYMEM made any payments for Tricare including any payroll deductions? Yes No Skip instructions: IF 8500.TRIRPMPD=1-9 then goto TRILSTTM ELSE goto TRIRPMPA
TRILSTTM	Question on whether payment periodicity is still the same as last recorded (similar to current HHILSTTM in 14A)	Last time, I recorded that payments are made ^PERIODICITY. Is this still correct? Yes No Skip instructions: 1: goto TRIREGXA 2, DK, REF: goto TRIRPMPA
TRIRPMPA	Question on what is the current payment periodicity (same as current HHIRPMPA)	How often are payments made including any payroll deductions? Once a week Once every 2 weeks Twice a month Once a month Every 2 months Quarterly (every 3 months) Once every 4 months Twice a year (every 6 months) Once a year Other Skip instructions: 1-9: goto TRIREGXA 10, DK, REF: goto TRIPDAMT
TRIREGXA	Question on amount paid per periodicity (similar to current HHIREGXA)	What is the amount currently paid ^PERIODICITY2? Skip instructions: goto end of military inventory block
TRIPDAMT	Question on amount paid in reference period (since ‘other’, DK, or REF selected in periodicity) – same as current HHIPDAMT	How much was paid since the first of ^REF_MONTH not including this month? Skip instructions: goto end of military inventory block
End of military inventory block		Skip instructions: Go to beginning of detailed part (screening)

New Health Insurance Section Detailed Part(s) - Screening

CEQ CAPI Variable	Detail/Description (Detailed)	201704 Wording/Specification (Detailed Part)
FHICOV	New screener question for the beginning of this screener section. If yes/DK/REF, go to HIKIND. If No, goto the Medicare probe if someone in HH is of Medicare age and there are no inventory records for Medicare. Otherwise, goto Medicaid probe if there are no inventory records for any type of health insurance coverage. Otherwise, go to end of this detailed block (i.e., end of section).	^FHICOV Yes No Fill instructions: If there are any existing inventory records, fill “Other than the health care coverage we have already reviewed, are ^YOU_ANYMEM covered by any additional kinds of health insurance or health care plans? Include policies paid for someone outside your household.” ELSE fill “Are ^YOU_ANYMEM covered by any kind of health insurance or some other kind of health care plan? Include policies paid for someone outside your household.” Skip instructions: 1, DK, REF: goto HIKIND 2: IF (AGE ge 65 for at least 1 HH member AND there are no inventory records for Medicare) goto MCAREPRB ELSEIF there are no inventory records for health insurance of any type goto MCAIDPRB ELSE goto end of screener block
HIKIND	New select all that apply screener questions that will determine which types of health insurance to ask about. Note that #3 (Medicare supplemental insurance) cannot be selected without #2 (Medicare) unless there is an inventory record for at least one HH member for Medicare. If Medicare (#2) is not selected and there aren’t any inventory records for any HH members for Medicare and there is at least one HH member of Medicare age (65 or older), then the next question will be the Medicare probe. If the rules for the Medicare probe do not apply and no options are selected in 1-8 (i.e., either 9 is selected or DK/REF entered) and there are no inventory records of any type of health insurance coverage, then the instrument will next goto the Medicaid probe. If the rules for the Medicare or Medicaid probes do not apply and there are selections made in 1-8 that do not include #8 (single service plan), then goto single service probe next. Otherwise, goto end of screener block	What ^other kind of health insurance or health care coverage ^DoDoes ^YOU_YRCU have or pay for? INCLUDE those that pay for only one type of service (nursing home care, vision care, or dental care). EXCLUDE private plans that only provide extra cash while hospitalized. Read each item on list Enter all that apply, separate with commas Private health insurance, including employer and healthcare exchange plans? Medicare? Medicare Supplemental Insurance (Medi-Gap)? Medicaid^MDCDSTfill? SCHIP (CHIP/Children’s Health Insurance Program)^ST_CHIP? Military health care (Tricare/VA/CHAMP-VA)? Indian Health Service? Single service plan (e.g., dental, vision, long-term care)? No coverage of any type Fill instructions: IF any inventory records, fill “other” else leave blank If all HH members have inventory records of MEDICARE=1 then do not show Medicare (#2) If 8500.MEDICAID=1 then do not show Medicaid (#4) If 8500.CHIP=1 then do not show SCHIP (#5) If 8500.IHS=1 then do not show IHS (#7) Skip instructions: DK, REF: IF (AGE ge 65 for at least 1 HH member AND there are no inventory records for Medicare) goto MCAREPRB ELSEIF there are no inventory records of any kind goto MCAIDPRB ELSE goto end of screener block 1-8: IF (3 selected without 2 AND there are no inventory records for Medicare) goto ERROR CHECK ELSEIF (AGE ge 65 for at least 1 HH member AND HIKIND ne 2 AND there are no inventory records for Medicare) goto MCAREPRB ELSEIF (8 not selected AND there are no inventory records for single service plans) goto SINCOV ELSE goto end of screener block 9: if HIKIND=1-8 goto ERR_HIKIND ELSEIF (AGE ge 65 for at least 1 HH member AND HIKIND ne 2 AND there are no inventory records for Medicare) goto MCAREPRB ELSEIF there are no inventory records of any kind goto MCAIDPRB ELSE goto end of screener block
MCAREPRB	New screener question for Medicare asked if all of the following are true: there is at least 1 HH member aged 65 or older there are no inventory records for Medicare for any HH members #2 (Medicare) was not selected on HIKIND or FHICOV=2	[fill:Are you/Is anyone in this household] covered by Medicare? Yes No Skip instructions: IF (HIKIND=9, DK, or REF) AND there are no inventory records of any type goto MCAIDPRB ELSEIF HIKIND ne 8 AND there are no inventory records for single service plans, goto SINCOV ELSE goto end of screener block
MCAIDPRB	New screener probe question asked if there are no inventory records for Medicaid and one of the following is true: FHICOV=2 HIKIND=9 HIKIND=DK or REF	There is a program called Medicaid that pays for health care for persons in need. In this state it is also called ^MDCDSTfill. [fill:Are you/Is anyone in this household] covered by Medicaid? Yes No Skip instructions: IF there are no inventory records for single service plans goto SINCOV ELSE goto end of screener block
SINCOV	New screener probe question if there are no inventory single service records and	[fill: Do you/Does anyone in your household] have or pay for a separate insurance plan that pays for only one type of service such as dental, vision, or long-term care? Yes No Skip instructions: Goto end of screener block
End of screener block		IF 2 selected in HIKIND OR MCAREPRB=1 goto Medicare block ELSEIF 4, 5, OR 7 selected in HIKIND OR MCAIDPRB=1 goto Medicaid/CHIP/IHS block ELSEIF 8 selected in HIKIND OR SINCOV=1 then goto single service block ELSEIF 1 OR 3 selected in HIKIND goto private insurance block ELSEIF 6 selected in HIKIND goto military health care block ELSE goto end of section

New Health Insurance Section Detailed Part(s) - Medicare

CEQ CAPI Variable	Detail/Description (Detailed Part)	201704 Wording/Specification (Detailed Part)
MEDICARE	New question to pick up each person in the household covered by Medicare. First questions in a member-level grid similar to that for school meals.	Who ^else is enrolled in Medicare? Enter line numbers for all that apply, separate with commas Person 1 Person 2 Person 3 …. Person 30 Fill instructions: If there exists a Medicare inventory record for at least one HH member fill “else” else leave blank Do not list HH members for which there already exists a Medicare inventory record Skip instructions: goto MCCHOICE for first person selected
MCCHOICE	New question on whether the person covered by Medicare has a Medicare Advantage plan (also known as Part C – see here on Wikipedia)	Medicare Advantage is the new name for Medicare Plus Choice plans. [fill: Are you/Is [fill: NAME]] enrolled in a Medicare Advantage plan? Yes No Skip instructions: 1: goto MCPREM 2, DK, REF: goto MCHMOPLN
MCHMOPLN	New question on whether the person covered by Medicare has a Medicare HMO plan (also Part C like “Medicare Advantage” – see here on Medicare website)	[fill: Are you/Is [fill: NAME]] under a Medicare managed care arrangement, such as an HMO, that is, a Health Maintenance Organization? (With an HMO, you must generally receive care from HMO doctors, otherwise the expense is not covered unless you were referred by the HMO or there was a medical emergency.) Yes No Skip instructions: 1: goto MCPREM 2, DK, REF: goto MCPARTD
MCPREM	New question on whether they pay an additional premium for their Medicare Advantage/HMO (Part C) coverage. They may/may not depending on the plan.	Besides [fill: your/NAME’s] Medicare Part B payment, [fill: are you/is NAME] paying a premium for [fill: your/his/her] [fill: Medicare Advantage/Medicare HMO] plan? Yes No Skip instructions: 1: goto MCPRPTCX 2, DK, RF: goto MCPARTD
MCPRPTCX	New question to pick up monthly premium if MCPREM=1	What is [fill: your/NAME’s] monthly premium for [fill: your/his/her][fill: Medicare Advantage or Medicare HMO] plan? Skip instructions: goto MCPARTD
MCPARTD	New question on whether person with Medicare has Part D	[fill: Are you/Is NAME] enrolled in Medicare Part D, also known as the Medicare Prescription Drug Plan? Yes No Skip instructions: 1: goto MCPRPTDX 2, DK, RF: goto MCCHOICE for the next person with Medicare ELSE goto end of Medicare block
MCPRPTDX	New question to pick up monthly Part D premium	What is [fill: your/NAME’s] monthly premium for [fill: your/his/her] Medicare Part D prescription drug plan? Skip instructions: goto MCCHOICEfor the next person with Medicare ELSE goto end of Medicare block
End of Medicare block		Skip instructions: ELSEIF 4, 5, OR 7 selected in HIKIND OR MCAIDPRB=1 goto Medicaid/CHIP/IHS block ELSEIF 8 selected in HIKIND OR SINCOV=1 then goto single service block ELSEIF 1 OR 3 selected in HIKIND goto private insurance block ELSEIF 6 selected in HIKIND goto military health care block ELSE goto end of section

New Health Insurance Section Detailed Part(s) – Medicaid, CHIP, IHS

CEQ CAPI Variable	Detail/Description (Detailed Part)	201704 Wording/Specification (Detailed Part)
Beginning of Medicaid/CHIP/IHS block		IF 4 selected in HIKIND or MCAIDPRB=1 goto MEDICAID ELSEIF 5 selected in HIKIND goto CHIP ELSEIF 7 selected in HIKIND goto IHS
MEDICAID	New household level question on whether HH is covered by Medicaid (uses current MDCDSTfill)	Earlier I recorded that ^YOU_YRCU is covered by Medicaid^MDCDSTfill. Is that correct? Yes No Skip instructions: 1: goto MDCDCOV 2, DK, REF: IF 5 selected in HIKIND goto CHIP ELSEIF 7 selected in HIKIND goto IHS ELSE goto end of Medicare/CHIP/IHS block
MDCDCOV	Follow-up question to pick up number of household members covered by Medicaid. (Can skip and set automatically if MEDICAID=1 and CU size =1)	How many members of your household are covered by Medicaid^MDCDSTfill? Skip instructions: goto MXCHNG
MXCHNG	New question asking whether Medicaid coverage was picked up through an exchange (question from NHIS)	Was [fill: your/your household’s] Medicaid obtained through Healthcare.gov or the [fill: Health Insurance Marketplace/Health Insurance Marketplace, such as [fill: state name]? Yes No Skip instructions: goto MEDPREM
MEDPREM	Question on whether there is a monthly charge for HH’s Medicaid coverage (some states charge a small fee/premium)	A health insurance premium is the amount you or a family member pays each month for healthcare coverage. Do [fill: you/you or anyone in your household] pay a premium for your Medicaid^MDCDSTfill plan? Yes No Skip instructions: 1: goto MDCDPRMX 2, DK, REF: IF 5 selected in HIKIND goto CHIP ELSEIF 7 selected in HIKIND goto IHS ELSE goto end of Medicare/CHIP/IHS block
MDCDPRMX	Question to pick up monthly premium amount.	What is the monthly premium for this Medicaid^MDCDSTfill plan? Skip instructions: IF 5 selected in HIKIND goto CHIP ELSEIF 7 selected in HIKIND goto IHS ELSE goto end of Medicare/CHIP/IHS block
CHIP	New HH-level question on whether HH is covered by CHIP	Earlier I recorded that [fill: you/your household] [fill: are/is] covered by the Children’s Health Insurance Program (CHIP)^ST_CHIP. Is that correct? Yes No Skip instructions: 1: goto CHIPCOV 2, DK, REF: IF 7 selected in HIKIND goto IHS ELSE goto end of Medicare/CHIP/IHS block
CHIPCOV	Question to pick up number of HH members covered by CHIP	How many members of your household are covered by CHIP^ST_CHIP? Skip instructions: goto CHXCHNG
CHXCHNG	Same question as MXCHNG except it’s for CHIP.	Was [fill: your/your household’s] CHIP plan obtained through Healthcare.gov or the [fill: Health Insurance Marketplace/Health Insurance Marketplace, such as [fill: state name]? Yes No Skip instructions: goto STRFPRM1
STRFPRM1	Same question as MXCHNG except it’s for CHIP.	A health insurance premium is the amount you or a family member pays each month for healthcare coverage. Do [fill: you/you or anyone in your household] pay a premium for CHIP^ST_CHIP? Yes No Skip instructions: 1: goto CHIPPRMX 2, DK, REF: IF 7 selected in HIKIND goto IHS ELSE goto end of Medicaid/CHIP/IHS block
CHIPPRMX	Same question as MXCHNG except it’s for CHIP.	What is the monthly premium for CHIP^ST_CHIP? Skip instructions: IF 7 selected in HIKIND goto IHS ELSE goto end of Medicaid/CHIP/IHS block
IHS	Question on whether HH is covered by IHS	Earlier I recorded that [fill: you/your household] [fill: are/is] covered by the Indian Health Service (IHS). Is that correct? Yes No Skip instructions: 1: goto IHSCOV 2, DK, REF: goto end of Medicaid/CHIP/IHS block
IHSCOV	Question on how many HH members covered by IHS (This can be skipped and set automatically if CU size =1	How many members of your household are covered by IHS? Skip instructions: Goto end of Medicaid/CHIP/IHS block
End of Medicaid/CHIP/IHS block		IF 8 selected in HIKIND OR SINCOV=1 then goto single service block ELSEIF 1 OR 3 selected in HIKIND goto private insurance block ELSEIF 6 selected in HIKIND goto military health care block ELSE goto end of section

New Health Insurance Section Detailed Part(s) – Single service plans

CEQ CAPI Variable	Detail/Description (Detailed Part)	201704 Wording/Specification (Detailed Part)
SSTYPE	New first question in row for picking up single service policies. Note that first fill will only appear the first time the question/screen appears. Also, in the second sentence, “first” will be filled on the first showing/first row, and then “next” will be filled on subsequent showings/rows.	[fill: You mentioned that [you have/your household has] a single-service plan – that is, an insurance plan that provides one specific type of coverage.] Let’s talk about your [fill: first/next] single-service plan. Single-service plan None/No More Entries Delete the line Fill instructions: On first instance fill “You mentioned that [you have/your household has] a single-service plan – that is, an insurance plan that provides one specific type of coverage.” else leave blank. Skip instructions: 1: goto SSTYPE2 99: goto end of single service plan block 888: IF no more grid lines then goto end of single service plan block ELSE goto SSTYPE – next line of grid
SSTYPE2	New question to pick up type of single service plan. Long-term care moved to this section since this section will now come up first (and because it’s often thought of as a medical related plan)	What type of service or care does your single service plan pay for? Dental care Long-term care Prescriptions Vision care Other (specify) Skip instructions: 1-4, DK, REF: goto FHICCI6 5: goto SSOTHER
SSOTHER	New specify field if ‘other’ selected in SSTYPE2	Other type of single-service plan Skip instructions: goto HINSCMP
SSNSCMP (same as HINSCMP)	Same as HINSCMP Perhaps output to HINSCMP Use to code HHIBCBS in post processing according to list used in current HHIBCBS help screen	What is the name of the insurance company for this plan? Enter name of insurance company, not the insurance agent Skip instructions: goto SSCOVQ
SSCOVQ (same as HHICOVQ)	Same as HHICOVQ Perhaps output to HHICOVQ	How many household members are/were covered by this policy? Skip instructions: goto SSGROUP
SSGROUP (same as HHIGROUP)	Same as HHIGROUP Perhaps output to HHIGROUP	Was the policy obtained on an individual or group basis? Individually obtained Group through place of employment Group through other organization Skip instructions: goto SSPRYOU
SSPRYOU (same as HHIPRYOU)	Same as HHIPRYOU Perhaps output to HHIPRYOU	^DoDoes_C ^You_YRCU pay ANY portion of the premiums for this policy? Yes No Skip instructions: 1, DK, REF: goto SSPRDED 2: goto SSPROUT
SSPROUT (same as HHIPROUT)	Same as HHIPROUT Perhaps output to HHIPROUT	Who pays the policy premiums? An employer or union? Another group or persons outside your household? Skip instructions: goto SSMORE
SSPRDED (same as HHIPRDED)	Same as HHIPRDED Perhaps output to HHIPRDED	Are any premiums paid through payroll deductions? Yes No Skip instructions: goto SSRPMPD
SSRPMPD (same as HHIRPMPD)	Same as HHIRPMPD except reworded to part A pattern Perhaps output to HHIRPMPD	How often are payments made for ^HINSCMPfill ^INCLDEDC? Once a week Once every 2 weeks Twice a month Once a month Every 2 months Quarterly (every 3 months) Once every 4 months Twice a year (every 6 months) Once a year Other Skip instructions: 1-9: goto SSRPMXB 10, DK, REF: goto SSRGXB
SSRPMXB (same as HHIRPMXB)	Same as HHIRPMXB except reworded to part A pattern Perhaps output to HHIRPMXB	What is the amount currently paid ^PERIODICITY? Skip instructions: Goto end of SSMORE
SSRGXB (same as HHIIRGXB)	Same as HHIIRGXB Perhaps output to HHIIRGXB	What was the total expense paid for this policy since ^REF_MONTH not including this month? Skip instructions: goto SSMORE
SSMORE	New “any more” question for end of row/picking up policy	^DoDoes_C ^YOU_YRCU have any other single-service plans – that is, any other insurance plans that provide one specific type of coverage? Yes No Skip instructions: 1: goto SSTYPE2 for next plan 2, DK, REF: goto end of single service block
End of single service block		IF 1 OR 3 selected in HIKIND goto private insurance block ELSEIF 6 selected in HIKIND goto military health care block ELSE go to end of section

New Health Insurance Section Detailed Part(s) – Single service plans

CEQ CAPI Variable	Detail/Description (Detailed Part)	201704 Wording/Specification (Detailed Part)
FHICCI6	New first question in row for picking up single service policies. Note that first paragraph fill will only appear the first time the question/screen appears. Also, in the second paragraph, “first” will be filled on the first showing/first row, and then “next” will be filled on subsequent showings/rows.	[fill: The next questions are about private health insurance plans [fill: /including Medicare Supplemental Insurance]. These plans can be obtained through work, purchased directly, or through a state or local government program or community program.] Let’s talk about your [fill: first/next] private health insurance plan. Private health insurance plan None/No More Entries Delete the line Fill instructions: First instance fill “The next questions are about private health insurance [fill: /including Medicare Supplemental Insurance].” else leave blank Skip instructions: 1: goto HINSCMP 99: goto BLOCK END 888: IF no more grid lines then goto BLOCK END ELSE goto SSTYPE – next line of grid
HINSCMP	Same as current variable in 14B except skip instructions updated Use to code HHIBCBS in post processing according to list used in current HHIBCBS help screen	What is the name of the insurance company for this plan? Enter name of insurance company, not the insurance agent Skip instructions: if HHIKIND=3 goto MEDIGAP ELSE goto HHICOVQ
MEDIGAP	New question only asked if 3 (Medicare Supplemental Insurance) is selected in HIKIND	Is this a Medicare Supplemental Insurance plan? Medicare Supplemental Insurance is also known as “Medi-Gap” insurance Yes No Skip instructions: goto HHICOVQ
HHICOVQ	Same as current	How many household members are/were covered by this policy? Skip instructions: goto PLNMGD (Note: check to see if a check can be added vs the number of people enrolled in Medicare if this is a Medi-Gap plan)
PLNMGD	New question (kind of replaces HIICODE)	If this policy an HMO (Health Maintenance Organization), an IPA (Individual Practice Association), a PPO (Preferred Provider Organization), or fee-for-service? HMO/IPA PPO/Fee-for-service Skip instructions: 1: goto HHIGROUP 2, DK, REF: goto HSAHRA
HSAHRA	New question on whether there is an HSA associated with the policy	With this plan, is there a special account or fund that can be used to pay for medical expenses? The accounts are sometimes referred to as Health Savings Accounts (HSAs), Health Reimbursement Accounts (HRAs), Personal Care accounts, Personal Medical funds, or Choice funds, and are different from Flexible Spending Accounts. Yes No Skip instructions: goto FSA
FSA	New question on whether the HH has an FSA	Do ^YOU_ANYMEM have a Flexible Spending Account for health expenses? These accounts are offered by some employers to allow employees to set aside pre-tax dollars of their own money for their use throughout the year to reimburse themselves for their out-of-pocket expenses for health care. With this type of account, any money remaining in the account at the end of the year, following a short grace period, is lost to the employee. Yes No Skip instructions: goto HHIGROUP
HHIGROUP	Same as current	Was the policy obtained on an individual or group basis? Individually obtained Group through place of employment Group through other organization Skip instructions: 1, 3, DK, REF: goto PORTAL 2: goto HHIPRYOU
PORTAL	Same as current	Was the policy obtained through ^ST_PORTAL Healthcare.gov? Yes No Skip instructions: 1: goto PORTPLAN 2, DK, REF: goto HHIPRYOU
PORTPLAN	Same as current	Is this policy a platinum, gold, silver, bronze, or catastrophic plan? Platinum plan Gold plan Sliver plan Bronze plan Catastrophic plan Skip instructions: goto HHIPRYOU
HHIPRYOU	Same as current	^DoDoes_C ^You_YRCU pay ANY portion of the premiums for this policy? Yes No Skip instructions: 1, DK, REF: goto HHIPRDED 2: goto HHIPROUT
HHIPROUT	Same as current	Who pays the policy premiums? An employer or union? Another group or persons outside your household? Skip instructions: If PORTAL=1 goto PREMSUBS ELSE goto MORE
HHIPRDED	Same as current	Are any premiums paid through payroll deductions? Yes No Skip instructions: goto HHIRPMXB
HHIRPMPD	Same as current except reworded to part A pattern	How often are payments made for ^HINSCMPfill ^INCLDEDC? Once a week Once every 2 weeks Twice a month Once a month Every 2 months Quarterly (every 3 months) Once every 4 months Twice a year (every 6 months) Once a year Other Skip instructions: 1-9: goto HHIRPMXB 10, DK, REF: goto HHIIRGXB
HHIRPMXB	Same as current except reworded to part A pattern and new HSA fill	What is the amount currently paid ^PERIODICITY? [fill: Do not include deposits into an HSA or other accounts used to pay for medical expenses.] HSA fill instructions: if HSAHRA=1 fill “Do not include…” else leave blank. Skip instructions: IF PORTAL=1 goto PREMSUBS ELSE Goto HHIMORE
HHIIRGXB	Same as current	What was the total expense paid for this policy since ^REF_MONTH not including this month? Skip instructions: if PORTAL=1 goto PREMSUBS ELSE goto HHIMORE
PREMSUBS	Same as current	Is the cost of the premium subsidized based on ^YR_YRCUS 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. Yes No Skip instructions: 1: goto HHISUBPD 2, DK, REF: goto HHIMORE
HHISUBPD	Same as current	Is the subsidy paid directly to the health insurance company? Yes No Skip instructions: goto MORE
HHIMORE	Same as current	^DoDoes_C ^YOU_YRCU have any other private health insurance plans? Yes No Skip instructions: 1: goto FHICCI6 for next plan 2, DK, REF: goto end of private insurance block
End of private insurance block		IF 6 selected in HIKIND goto military health care block ELSE goto end of section

New Health Insurance Section Detailed Part(s) – Military health care block

CEQ CAPI Variable	Detail/Description (Detailed Part)	201704 Wording/Specification (Detailed Part)
MILITARY	New household level question on whether HH is covered by military health care	Earlier I recorded that ^YOU_YRCU are covered by military health care. Is that correct? Yes No Skip instructions: 1: goto MILSPC 2, DK, REF: goto goto end of military detail block
MILSPC	New question on what types of military health care apply to the household. If there are inventory records for military health care, fill the word “other” If there are inventory records for a type of military health care, do not show the type in the list.	What ^other types of military health care [fill: are you/is your household] covered by? Enter all that apply, separate with commas Tricare VA CHAMP-VA Other military coverage (specify) Fill instructions: If there are inventory records for military health care, fill “other” else leave blank If 8500.TRICARE=1 then do not show Tricare (#1) If 8500.VACHAMP=1 then do not show VA (#2) or CHAMP-VA (#3) If 8500.MILOTHR=1 then do not show other military coverage (specify) (#4) Store instructions: If 1 selected, store 1 in TRICARE If 2 or 3 selected, store 1 in VACHAMP If 4 selected, store 1 in MILOTHR Skip instructions: 1-4: IF 4 selected goto MILSPCOT ELSEIF 2 or 3 selected goto MILVACOV ELSE goto MILMAN DK, REF: goto end of military detail block
MILSPCOT	Specify field if ‘other’ selected as type	Other military coverage – specify: Skip instructions: goto MILOTCOV
MILOTCOV	Question to pick up number of HH members covered by the ‘other – specify’ type. (Note that this can be skipped and set automatically if CU size =1)	How many members of your household are covered by [fill: MILSPCOT]? Skip instructions: IF MILSPC= 2 or 3 goto MILVACOV ELSEIF MILSPC=1 goto MILMAN ELSE goto end of military detail block
MILVACOV	Question to pick up number of HH members covered by the VA or CHAMPVA type. (Note that this can be skipped and set automatically if CU size =1)	How many members of your household are covered by [Fill: VA/CHAMP-VA/VA or CHAMP-VA]? Skip instructions: IF MILSPC=1 goto MILMAN ELSE goto end of military detail block
MILMAN	Question to select type of Tricare coverage for the HH. (Main reason for this is that TFL does not have a premium.)	Is your TRICARE plan – TRICARE Prime, TRICARE Extra, TRICARE Standard, or TRICARE for Life? If more than one plan type, select ‘other (specify)’ TRICARE Prime TRICARE Extra TRICARE Standard TRICARE for Life TRICARE other (specify) Skip instructions: 1-3, DK, REF: goto TRIRPMXB 4: goto BLOCK END 5: goto MILMANOT
MILMANOT	Question to pick up ‘other – specify’ for Tricare	Other type of TRICARE coverage – specify: Skip instructions: goto TRIRPMXB
TRIRPMPD	Same as current except reworded to part A pattern	How often are payments made for ^Tricare_type including payroll deductions? Once a week Once every 2 weeks Twice a month Once a month Every 2 months Quarterly (every 3 months) Once every 4 months Twice a year (every 6 months) Once a year Other Fill instructions: For Tricare_type, fill type of Tricare entered in MILMAN. If MILMAN=5, fill entry in MILMANOT. Skip instructions: 1-9: goto TRIRPMXB 10, DK, REF: goto TRIIRGXB
TRIRPMXB	Same as current except reworded to part A pattern	What is the amount currently paid ^PERIODICITY? Skip instructions: Goto End of military block/end of section
TRIIRGXB	Same as current 14B question except fill for Tricare type added.	What was the total expense paid for [fill: Tricare type] since ^REF_MONTH not including this month? Fill instructions: For Tricare_type, fill type of Tricare entered in MILMAN. If MILMAN=5, fill entry in MILMANOT. Skip instructions: goto End of military block/end of section

Section 15 changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
(Current) Section 15	Section 15A, 15B	Move/re-number the ‘Medical and Health Expenditures’ section to Section 14 (including global prechart, products file, and help file)	Section 15 – Medical and Health Expenditures S15 – Medical	Section 14 – Medical and Health Expenditures S14 - Medical

Section 15A changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
(Current) Section 15A (future 14A)	MEDPDESC	Update skip instructions due to new follow-up question for ‘services by medical professionals other than physicians’	Ask if not apparent Describe the care/service/item. Skip instructions: IF ITEM = 14 or 15 then goto MEDPPRNT ELSE goto MEDPGFTC	Ask if not apparent Describe the care/service/item. Skip instructions: IF ITEM=5 goto MEDPNOUT ELSEIF ITEM = 14 or 15 then goto MEDPPRNT ELSE goto MEDPGFTC
(Current) Section 15A (future 14A)	MEDPNOUT	New follow-up question for ‘services by medical professionals other than physicians’	N/A	Was this service provided inside or outside the home? Inside the home Outside the home Skip instructions: goto MEDPGFTC

Section 15B changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
(Current) Section 15B (future 14B)	S15B_INTRO	Change last sentence/paragraph to a fill based on whether household reports having an FSA or HSA in the health insurance section	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). Enter 1 to continue Skip instructions: Goto ITEM	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. ^HSAHRAFSA Enter 1 to continue Fill instructions: If there exists a policy record with HSAHRA=1 or FSA=1 or an inventory policy record with 8500.HSAHRA=1 or 8500.FSA=1, fill “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).” ELSE leave blank. Skip instructions: Goto ITEM
(Current) Section 15B (future 14B)	MEDRDESC	Update skip instructions due to new follow-up question for ‘services by medical professionals other than physicians’	Ask if not apparent Describe the care/service/item. Skip instructions: IF ITEM = 14 or 15 then goto MEDRPRNT ELSE goto MEDRGFTC	Ask if not apparent Describe the care/service/item. Skip instructions: IF ITEM=5 goto MEDRNOUT ELSEIF ITEM = 14 or 15 then goto MEDRPRNT ELSE goto MEDRGFTC
(Current) Section 15A (future 14A)	MEDRNOUT	New follow-up question for ‘services by medical professionals other than physicians’	N/A	Was this service provided inside or outside the home? Inside the home Outside the home Skip instructions: goto MEDRGFTC

Section 17 changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
17	SUB_ITEM	Split “tickets to movies, parks, or museums” into two item codes Reverser order of “photographic film or disposable cameras” and “photo printing or processing” Add/move satellite radio services from 4C Replace “Rhapsody” with “Spotify” in the subscription music services Delete item code for book clubs and reword remaining book item code Combine “rented videos/DVDs” and “streaming video subscriptions” into a single item code	SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Since the first of ^REF_MONTH have ^YOU_ANYMEM had any membership costs or other expenses related to any of the following? Do not include contributions to or membership in religious, professional, business, or other tax deductible organizations. Read each item on list. Golf courses or country clubs Health clubs, fitness centers, swimming pools, weight loss centers, or other sports or recreational organizations Fees for participating in sports such as golf, bowling, biking, hockey, football, or swimming Vacation clubs Civic, service, fraternal, or other social organizations Credit card membership fees Shopping club memberships including warehouse clubs like Sam's Club and discount memberships like Amazon Prime Direct or online dating services SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any of the following items for your household or for someone outside your household? Read each item on list Single or season tickets to spectator sports events such as football, baseball, hockey racing, or track events Single or season tickets to plays, operas, or concerts Tickets to movies, parks, or museums Single copies of newspapers, magazines, or periodicals, including digital Subscriptions to newspapers, magazines, or periodicals, including digital Books purchased through a book club Books or digital books not purchased through a book club. Do not include school books or reference books. SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Have you purchased any – Read each item on list Report blank tapes, CDs, and DVDs in Section 6B under item code 11 Photographic film or disposable cameras Photo printing or processing Purchased music files, CDs, or records Subscription music services such as Rhapsody or Pandora Purchased video files, Blu-Ray discs, or DVDs Rented video files or DVDs Streaming video subscriptions Purchased video games, not including computer games Rented video games Applications, games, or ringtones for a cellphone or mobile device not already reported Online games or other internet entertainment sites Store instructions: Assign a code to S17CODEA: IF ITEM = 1, store 800 in S17CODEA IF ITEM = 2, store 830 in S17CODEA IF ITEM = 3, store 610 in S17CODEA IF ITEM = 4, store 950 in S17CODEA IF ITEM = 5, store 810 in S17CODEA IF ITEM = 6, store 820 in S17CODEA IF ITEM = 7, store 840 in S17CODEA IF ITEM = 8, store 930 in S17CODEA IF ITEM = 9, store 600 in S17CODEA IF ITEM = 10, store 500 in S17CODEA IF ITEM = 11, store 510 in S17CODEA IF ITEM = 12, store 160 in S17CODEA IF ITEM = 13, store 150 in S17CODEA IF ITEM = 14, store 200 in S17CODEA IF ITEM = 15, store 210 in S17CODEA IF ITEM = 16, store 300 in S17CODEA IF ITEM = 17, store 310 in S17CODEA IF ITEM = 18, store 320 in S17CODEA IF ITEM = 19, store 330 in S17CODEA IF ITEM = 20, store 340 in S17CODEA IF ITEM = 21, store 350 in S17CODEA IF ITEM = 22, store 360 in S17CODEA IF ITEM = 23, store 370 in S17CODEA IF ITEM = 24, store 380 in S17CODEA IF ITEM = 25, store 400 in S17CODEA IF ITEM = 26, store 410 in S17CODEA Special instructions: Prefill the PREFIL and DESCRIPTION field with the following descriptions. Gray out the PREFIL field. IF ITEM = 1, pre-fill "Golf courses/country clubs" IF ITEM = 2, pre-fill "Health/fitness/recreation clubs" IF ITEM = 3, pre-fill "Fees for sports participation" IF ITEM = 4, pre-fill "Vacation clubs" IF ITEM = 5, pre-fill "Civic/service/fraternal/social org" IF ITEM = 6, pre-fill "Credit Card membership fees" IF ITEM = 7, pre-fill "Shopping club/discount memberships" IF ITEM = 8, pre-fill "Dating services" IF ITEM = 9, pre-fill "Tickets to sports events" IF ITEM = 10, pre-fill "Tickets to live entertainment" IF ITEM = 11, pre-fill "Tickets to movies/parks/museums" IF ITEM = 12, pre-fill "Single copies newspapers/magazines" IF ITEM = 13, pre-fill "Subscriptions newspapers/magazines" IF ITEM = 14, pre-fill "Books from book club" IF ITEM = 15, pre-fill "Books/digital books" IF ITEM = 16, pre-fill "Film/disposable cameras" IF ITEM = 17, pre-fill "Photo printing/processing" IF ITEM = 18, pre-fill "Purchased music" IF ITEM = 19, pre-fill "Subscriptions music service" IF ITEM = 20, pre-fill "Purchased video files/discs" IF ITEM = 21, pre-fill "Rented video files/discs" IF ITEM = 22, pre-fill "Streaming video subscriptions" IF ITEM = 23, pre-fill "Purchased video games" IF ITEM = 24, pre-fill "Rented video games" IF ITEM = 25, pre-fill "Apps/games/ringtones mobile device" IF ITEM = 26, pre-fill "Online games/internet entertainment" For Screen 1, display Answer list options 1-8, 95, 888 For Screen 2, display Answer list options 9-15, 95, 888 For Screen 3, display Answer list options 16-26, 99, 888 Skip instructions: 1-26: IF ITEM ne Item2Shadow then goto CK_ITEM ELSE goto DESCRIPTION 95: Goto next row 99: Goto S17A_END 888: IF no more grid lines goto S17A_END ELSE goto ITEM - next line of grid	SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Since the first of ^REF_MONTH have ^YOU_ANYMEM had any membership costs or other expenses related to any of the following? Do not include contributions to or membership in religious, professional, business, or other tax deductible organizations. Read each item on list. Golf courses or country clubs Health clubs, fitness centers, swimming pools, weight loss centers, or other sports or recreational organizations Fees for participating in sports such as golf, bowling, biking, hockey, football, or swimming Vacation clubs Civic, service, fraternal, or other social organizations Credit card membership fees Shopping club memberships including warehouse clubs like Sam's Club and discount memberships like Amazon Prime Direct or online dating services SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased any of the following items for your household or for someone outside your household? Read each item on list Single or season tickets to spectator sports events such as football, baseball, hockey racing, or track events Single or season tickets to plays, operas, or concerts Movie tickets Tickets to parks or museums Single copies of newspapers, magazines, or periodicals, including digital Subscriptions to newspapers, magazines, or periodicals, including digital Books, digital books, or book subscriptions. Do not include school books or reference books. SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Have you purchased any – Read each item on list Report blank tapes, CDs, and DVDs in Section 6B under item code 11 Photo printing or processing Photographic film or disposable cameras Purchased music files, CDs, or records Sirius/XM satellite radio service Subscription music services such as Spotify or Pandora Purchased video files, Blu-Ray discs, or DVDs Rented video files or DVDs or streaming video subscriptions Purchased video games, not including computer games Rented video games Applications, games, or ringtones for a cellphone or mobile device not already reported Online games or other internet entertainment sites Store instructions: Assign a code to S17CODEA: IF ITEM = 1, store 800 in S17CODEA IF ITEM = 2, store 830 in S17CODEA IF ITEM = 3, store 610 in S17CODEA IF ITEM = 4, store 950 in S17CODEA IF ITEM = 5, store 810 in S17CODEA IF ITEM = 6, store 820 in S17CODEA IF ITEM = 7, store 840 in S17CODEA IF ITEM = 8, store 930 in S17CODEA IF ITEM = 9, store 600 in S17CODEA IF ITEM = 10, store 500 in S17CODEA IF ITEM = 11, store 520 in S17CODEA IF ITEM = 12, store 530 in S17CODEA IF ITEM = 13, store 160 in S17CODEA IF ITEM = 14, store 150 in S17CODEA IF ITEM = 15, store 210 in S17CODEA IF ITEM = 16, store 310 in S17CODEA IF ITEM = 17, store 300 in S17CODEA IF ITEM = 18, store 320 in S17CODEA IF ITEM = 19, store 700 in S17CODEA IF ITEM = 20, store 330 in S17CODEA IF ITEM = 21, store 340 in S17CODEA IF ITEM = 22, store 355 in S17CODEA IF ITEM = 23, store 370 in S17CODEA IF ITEM = 24, store 380 in S17CODEA IF ITEM = 25, store 400 in S17CODEA IF ITEM = 26, store 410 in S17CODEA Special instructions: Prefill the PREFIL and DESCRIPTION field with the following descriptions. Gray out the PREFIL field. IF ITEM = 1, pre-fill "Golf courses/country clubs" IF ITEM = 2, pre-fill "Health/fitness/recreation clubs" IF ITEM = 3, pre-fill "Fees for sports participation" IF ITEM = 4, pre-fill "Vacation clubs" IF ITEM = 5, pre-fill "Civic/service/fraternal/social org" IF ITEM = 6, pre-fill "Credit Card membership fees" IF ITEM = 7, pre-fill "Shopping club/discount memberships" IF ITEM = 8, pre-fill "Dating services" IF ITEM = 9, pre-fill "Tickets to sports events" IF ITEM = 10, pre-fill "Tickets to live entertainment" IF ITEM = 11, pre-fill "Movie tickets" IF ITEM = 12, pre-fill "Tickets to parks/museums" IF ITEM = 13, pre-fill "Single copies newspapers/magazines" IF ITEM = 14, pre-fill "Subscriptions newspapers/magazines" IF ITEM = 15, pre-fill "Books/digital books" IF ITEM = 16, pre-fill "Photo printing/processing " IF ITEM = 17, pre-fill "Film/disposable cameras " IF ITEM = 18, pre-fill "Purchased music" IF ITEM = 19, pre-fill "Sirius/XM Radio" IF ITEM = 20, pre-fill "Subscriptions music service" IF ITEM = 21, pre-fill "Purchased video files/discs" IF ITEM = 22, pre-fill "Rented/streaming video" IF ITEM = 23, pre-fill "Purchased video games" IF ITEM = 24, pre-fill "Rented video games" IF ITEM = 25, pre-fill "Apps/games/ringtones mobile device" IF ITEM = 26, pre-fill "Online games/internet entertainment" For Screen 1, display Answer list options 1-8, 95, 888 For Screen 2, display Answer list options 9-15, 95, 888 For Screen 3, display Answer list options 16-28, 99, 888 Skip instructions: 1-28: IF ITEM ne Item2Shadow then goto CK_ITEM ELSE goto DESCRIPTION 95: Goto next row 99: Goto S17A_END 888: IF no more grid lines goto S17A_END ELSE goto ITEM - next line of grid
17	SUBMO	Update item numbers in S17_TmpFillinstr and in skip instructions due to splitting ‘tickets to movies, parks, or museums’ into 2 item codes Further updates to item numbers for month 13 option/skip instructions	In what month did you have this expense? ^S17_TmpFillinstr January February March April May June July August September October November December ^S17_13Option S17_TmpFillinstr fill instructions: IF SUB_ITEM = 1-2, 8, 14, 19, 21-22, 24, pre-fill " * Enter 13 for same amount each month of the reference period" ELSE leave blank Skip instructions: REF_MONTH – CUR_MONTH: Goto SUBEXPX 13: IF ITEM = 3-7, 9-13, 15-18, 20, 23, 25, or 26 then goto CK_MONTH ELSE goto SUBEXPX DK, RF: go to SUBEXPX	In what month did you have this expense? ^S17_TmpFillinstr January February March April May June July August September October November December ^S17_13Option S17_TmpFillinstr fill instructions: IF SUB_ITEM = 1-2, 8, 15, 19-20, 22, 24, pre-fill " * Enter 13 for same amount each month of the reference period" ELSE leave blank Skip instructions: REF_MONTH – CUR_MONTH: Goto SUBEXPX 13: IF ITEM = 3-7, 9-14, 16-18, 21, 23, 25, or 26 then goto CK_MONTH ELSE goto SUBEXPX DK, RF: go to SUBEXPX
17	SUBEXPX	Update item numbers in SHIPHANDL and Ticketservfee and in skip instructions due to splitting ‘tickets to movies, parks, or museums’ into 2 item codes Remove outlet test changes Further updates to item numbers for SHIPHANDL, Ticketservfee Further updates to skip instructions based on updated item numbers	^SUBEXPX_fill ^SHIPHANDL ^Ticketservfee SUBEXPX fill instructions: IF MONTH = 1-12, DK, or RF, fill "What was the total amount of this expense?" ELSE fill "What is ^YR_YRCUS monthly expense?" SHIPHANDL fill instructions: IF ITEM = 9-10, 12-15, 17-18, 20, 23, fill "(Include shipping and handling fees.)" Ticketservfee fill instructions: IF ITEM = 9-11, fill " * Include ticket/admission service fees and surcharges." Skip instructions: If (ITEM = 1 or 2 and AMOUNT lt 5 or gt 1060) OR (ITEM = 3 and AMOUNT lt 6 or gt 750) OR (ITEM = 4 and AMOUNT lt 800 or gt 10,000) OR (ITEM = 5 and AMOUNT lt 5 or gt 300) OR (ITEM = 6 and AMOUNT lt 5 or gt 300) OR (ITEM = 7 and AMOUNT lt 5 or gt 300) OR (ITEM = 8 and AMOUNT lt 5 or gt 1200) OR (ITEM = 9 and AMOUNT lt 5 or gt 2500) OR (ITEM = 10 and AMOUNT lt 5 or gt 720) OR (ITEM = 11 and AMOUNT lt 5 or gt 320) OR (ITEM = 12 and AMOUNT lt 5 or gt 250) OR (ITEM = 13 and AMOUNT lt 7 or gt 145) OR (ITEM = 14 and AMOUNT lt 7 or gt 145) OR (ITEM = 15 and AMOUNT lt 5 or gt 300) OR (ITEM = 16 and AMOUNT lt 5 or gt 100) OR (ITEM = 17 and AMOUNT lt 5 or gt 150) OR (ITEM = 18 and AMOUNT lt 1 or gt 250) OR (ITEM = 19 and AMOUNT lt 1 or gt 100) OR (ITEM = 20 and AMOUNT lt 1 or gt 209) OR (ITEM = 21 and AMOUNT lt 5 or gt 150) OR (ITEM = 22 and AMOUNT lt 1 or gt 100) OR (ITEM = 23 and AMOUNT lt 8 or gt 200) OR (ITEM = 24 and AMOUNT lt 8 or gt 390) OR (ITEM = 25 and AMOUNT lt 1 or gt 30) OR (ITEM = 26 and AMOUNT lt 1 or gt 50) then goto ERR1_AMOUNT ELSEIF ITEMCODEOUT and the entry in AMOUNT for this record are equal to any records data on the pre-chart/Input then goto ERR_DUP ELSEIF ITEM = 18, 20, 21, 22, or 25, goto S17ACM_S ELSEIF INTNMBR=4 AND (INTPER=201607, 201608, or 201609) AND ITEM=11, goto TICSTORE ELSE goto S17AOTHR	^SUBEXPX_fill ^SHIPHANDL ^Ticketservfee SUBEXPX fill instructions: IF MONTH = 1-12, DK, or RF, fill "What was the total amount of this expense?" ELSE fill "What is ^YR_YRCUS monthly expense?" SHIPHANDL fill instructions: IF ITEM = 9-10, 13-16, 18, 21, 23, fill "(Include shipping and handling fees.)" Ticketservfee fill instructions: IF ITEM = 9-12, fill " * Include ticket/admission service fees and surcharges." Skip instructions: If (ITEM = 1 or 2 and AMOUNT lt 5 or gt 1060) OR (ITEM = 3 and AMOUNT lt 6 or gt 750) OR (ITEM = 4 and AMOUNT lt 800 or gt 10,000) OR (ITEM = 5 and AMOUNT lt 5 or gt 300) OR (ITEM = 6 and AMOUNT lt 5 or gt 300) OR (ITEM = 7 and AMOUNT lt 5 or gt 300) OR (ITEM = 8 and AMOUNT lt 5 or gt 1200) OR (ITEM = 9 and AMOUNT lt 5 or gt 2500) OR (ITEM = 10 and AMOUNT lt 5 or gt 720) OR (ITEM = 11 and AMOUNT lt 1 or gt 100) OR (ITEM = 12 and AMOUNT lt 5 or gt 320) OR (ITEM = 13 and AMOUNT lt 5 or gt 250) OR (ITEM = 14 and AMOUNT lt 7 or gt 145) OR (ITEM = 15 and AMOUNT lt 5 or gt 300) OR (ITEM = 16 and AMOUNT lt 5 or gt 150) OR (ITEM = 17 and AMOUNT lt 5 or gt 100) OR (ITEM = 18 and AMOUNT lt 1 or gt 250) OR (ITEM = 19 and AMOUNT lt 5 or gt 500) OR (ITEM = 20 and AMOUNT lt 1 or gt 100) OR (ITEM = 21 and AMOUNT lt 1 or gt 209) OR (ITEM = 22 and AMOUNT lt 1 or gt 150) OR (ITEM = 23 and AMOUNT lt 8 or gt 200) OR (ITEM = 24 and AMOUNT lt 8 or gt 390) OR (ITEM = 25 and AMOUNT lt 1 or gt 30) OR (ITEM = 26 and AMOUNT lt 1 or gt 50) then goto ERR1_AMOUNT ELSEIF ITEMCODEOUT and the entry in AMOUNT for this record are equal to any records data on the pre-chart/Input then goto ERR_DUP ELSEIF ITEM = 18, 21, 22, or 25, goto S17ACM_S ELSE goto S17AOTHR
17	S17ACMB	Update item numbers due to splitting ‘tickets to movies, parks, or museums’ into 2 item codes Updated item numbers and combining ‘rented video files/DVDs’ and ‘streaming video subscriptions’	What other expense is the ^S17ACMB_fill combined with? Purchased music files, CDs, or records Purchased video files, Blu-Ray discs, or DVDs Rented video files or DVDs Streaming video subscriptions Applications, games, or ringtones for a cellphone or mobile device not already reported S17ACMB_fill instructions: IF ITEM = 18, fill "music files or discs" IF ITEM = 20, fill "videos or discs" IF ITEM = 21, fill "rented videos or discs" IF ITEM = 22, fill "streaming video subscription" IF ITEM = 25, fill "apps, games, or ringtones" Store instructions: For each item selected in COMBCODE, store the appropriate item code in S17CODE1- S17CODE5. (The first entry in COMBCODE should be recoded and stored in S17CODE1, the 2nd entry in S17CODE2, etc.) Recode as follows: IF 18, store 320 in S17CODE1 IF 20, store 340 in S17CODE2 IF 21, store 350 in S17CODE3 IF 22, store 360 in S17CODE4 IF 25, store 400 in S17CODE5 Skip instructions: Goto S17AOTHR	What other expense is the ^S17ACMB_fill combined with? Purchased music files, CDs, or records Purchased video files, Blu-Ray discs, or DVDs Rented video files or DVDs or streaming video subscriptions Applications, games, or ringtones for a cellphone or mobile device not already reported S17ACMB_fill instructions: IF ITEM = 18, fill "music files or discs" IF ITEM = 21, fill "videos or discs" IF ITEM = 22, fill "streaming or rented videos" IF ITEM = 25, fill "apps, games, or ringtones" Store instructions: For each item selected in COMBCODE, store the appropriate item code in S17CODE1- S17CODE5. (The first entry in COMBCODE should be recoded and stored in S17CODE1, the 2nd entry in S17CODE2, etc.) Recode as follows: IF 18, store 320 in S17CODE1 IF 21, store 340 in S17CODE2 IF 22, store 355 in S17CODE3 IF 25, store 400 in S17CODE5 Skip instructions: Goto S17AOTHR
17	TICSTORE	Delete variable	Where did you purchase these tickets? Enter store, website, or company name. If purchased from a private individual, enter “private individual.” Store instructions: If ENTRY ends with “.com”, “.Com”, “.cOm”, “.coM”, “.COm", “.CoM”, “.cOM”, or “.COM”, then set TICPURCH=1 Skip instructions: 30 characters: if ENTRY ends with “.com”, “.Com”, “.cOm”, “.coM”, “.COm", “.CoM”, “.cOM”, or “.COM”, then goto MORE ELSE goto TICPURCH DK, REF: goto MORE	Delete variable
17	TICPURCH	Delete variable	Ask if not apparent: Was this purchased online or in-person? Online In person Skip instructions: 1, DK, REF: goto MORE 2: goto TICLOC	Delete variable
17	TICLOC	Delete variable	Where is [fill: TICSTORE] located? Enter city and state TICSTORE fill instructions: Fill entry from TICSTORE Skip instructions: 200 characters, DK, REF: goto MORE	Delete variable
17	S17AOTHR	Update item numbers and fills for ‘movie tickets’ and ‘tickets to parks or museums’ due to splitting ‘tickets to movies, parks, or museums’ into 2 item codes Updated further based on updates to item codes	Did you ^PURCHASE_PAY any other ^S17AOTHR? Yes No PURCHASE_PAY fill instructions: IF ITEM = 9-18, 20, 23, or 25, fill "purchase" IF ITEM = 21, 24, fill "pay for renting" ELSE fill "pay for" S17AOTHR fill instructions: IF ITEM = 1, pre-fill "golf courses or country clubs" IF ITEM = 2, pre-fill "health clubs, fitness centers, swimming pools, weight loss centers, or other sports or recreational organizations" IF ITEM = 3, pre-fill "fees for participating in sports" IF ITEM = 4, pre-fill "vacation clubs" IF ITEM = 5, pre-fill "civic, service, fraternal, or other social organizations" IF ITEM = 6, pre-fill "credit card membership fees" IF ITEM = 7, pre-fill "shopping club membership fees or discount memberships" IF ITEM = 8, pre-fill "direct or online dating services" IF ITEM = 9, pre-fill "single or season tickets to spectator sports events" IF ITEM = 10, pre-fill "single or season tickets to plays, operas or concerts" IF ITEM = 11, pre-fill "tickets to movies, parks, or museums" IF ITEM = 12, pre-fill "single copies of newspapers, magazines, or periodicals, including digital" IF ITEM = 13, pre-fill "subscriptions to newspapers, magazines, or periodicals, including digital" IF ITEM = 14, pre-fill "books purchased through a book club" IF ITEM = 15, pre-fill "books or digital books not purchased through a book club" IF ITEM = 16, pre-fill "photographic film or disposable cameras" IF ITEM = 17, pre-fill "photo printing or processing" IF ITEM = 18, pre-fill "music files or discs" IF ITEM = 19, pre-fill "subscription music services" IF ITEM = 20, pre-fill "video files or discs" IF ITEM = 21, pre-fill "video files or discs" IF ITEM = 22, pre-fill "streaming video subscriptions" IF ITEM = 23, pre-fill "video games" IF ITEM = 24, pre-fill "video games" IF ITEM = 25, pre-fill "apps, games, or ringtones for a mobile device" IF ITEM = 26, pre-fill "online games or other internet entertainment " Skip instructions: 1: IF ROW number = 40 then goto ERR_MAX ELSE goto ITEM, next line of grid 2,DK,RF: Goto ITEM, next line of grid	Did you ^PURCHASE_PAY any other ^S17AOTHR? Yes No PURCHASE_PAY fill instructions: IF ITEM = 9-14, 17-18, 21, 23, or 25, fill "purchase" IF ITEM = 24, fill "pay for renting" ELSE fill "pay for" S17AOTHR fill instructions: IF ITEM = 1, pre-fill "golf courses or country clubs" IF ITEM = 2, pre-fill "health clubs, fitness centers, swimming pools, weight loss centers, or other sports or recreational organizations" IF ITEM = 3, pre-fill "fees for participating in sports" IF ITEM = 4, pre-fill "vacation clubs" IF ITEM = 5, pre-fill "civic, service, fraternal, or other social organizations" IF ITEM = 6, pre-fill "credit card membership fees" IF ITEM = 7, pre-fill "shopping club membership fees or discount memberships" IF ITEM = 8, pre-fill "direct or online dating services" IF ITEM = 9, pre-fill "single or season tickets to spectator sports events" IF ITEM = 10, pre-fill "single or season tickets to plays, operas or concerts" IF ITEM = 11, pre-fill "movie tickets" IF ITEM = 12, pre-fill "tickets to parks or museums" IF ITEM = 13, pre-fill "single copies of newspapers, magazines, or periodicals, including digital" IF ITEM = 14, pre-fill "subscriptions to newspapers, magazines, or periodicals, including digital" IF ITEM = 15, pre-fill "books, digital books, or book subscriptions" IF ITEM = 16, pre-fill "photo printing or processing" IF ITEM = 17, pre-fill "photographic film or disposable cameras" IF ITEM = 18, pre-fill "music files or discs" IF ITEM = 19, pre-fill “Siriux/XM radio” IF ITEM = 20, pre-fill "subscription music services" IF ITEM = 21, pre-fill "video files or discs" IF ITEM = 22, pre-fill "video streaming or rentals" IF ITEM = 23, pre-fill "video games" IF ITEM = 24, pre-fill "video games" IF ITEM = 25, pre-fill "apps, games, or ringtones for a mobile device" IF ITEM = 26, pre-fill "online games or other internet entertainment " Skip instructions: 1: IF ROW number = 40 then goto ERR_MAX ELSE goto ITEM, next line of grid 2,DK,RF: Goto ITEM, next line of grid

Section 20A changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
20A	CIGARETT	Add “Do not include e-cigarettes.” to the question wording	Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased cigarettes? Yes No Skip instrucitons: 1: Goto CIGARETX 2,DK,RF: Goto OTHTOBAC	Since the first of ^REF_MONTH, have ^YOU_ANYMEM purchased cigarettes? Do not include e-cigarettes. Yes No Skip instrucitons: 1: Goto CIGARETX 2,DK,RF: Goto OTHTOBAC
20A	OTHTOBAC	Add “vaping products” to the question wording	Have ^YOU_ANYMEM purchased other tobacco products such as cigars, pipe tobacco, or chewing tobacco? Yes No Skip instructions: 1: Goto OTHTBACX 2,DK,RF: Goto ALC_HOMX	Have ^YOU_ANYMEM purchased other tobacco products such as cigars, pipe tobacco, chewing tobacco, or vaping products? Yes No Skip instructions: 1: Goto OTHTBACX 2,DK,RF: Goto ALC_HOMX

Section 20B changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
20B	TXLIMSRV	Reword “taxis or limousine service” to “taxis, limousine service, or car rides booked through an app”	Since the first of ^REF_MONTH not including ^CUR_MONTH, have ^YOU_ANYMEM had expenses for taxis or limousine service? Do not include expenses entirely reimbursed for business purposes or expenses incurred on a trip. Yes No Skip instructions: 1: goto TXLIMX 2, DK, RF: goto MASSTRAN	Since the first of ^REF_MONTH not including ^CUR_MONTH, have ^YOU_ANYMEM had expenses for taxis, limousine service, or car rides booked through an app? Do not include expenses entirely reimbursed for business purposes or expenses incurred on a trip. Yes No Skip instructions: 1: goto TXLIMX 2, DK, RF: goto MASSTRAN
20B	MASSTRAN	Revise question wording and FR instruction as shown. Update skip instructions based on new follow-up question pattern	Do ^YOU_ANYMEM use mass transportation services such as a bus, subway, mini-bus or train? Include all commuter services. Do not include expenses covered by employer-provided transit subsidies. Include commuter rail, light rail, and trolleys as mass transit Yes No Skip instructions: 1: Goto TRANWRKX 2,DK,RF: Goto S20B_END	Do ^YOU_ANYMEM pay out-of-pocket for public transportation services such as bus, subway, train, or passenger ferry? Include all forms of public transportation Yes No Skip instructions: 1: Goto TRANSIT 2,DK,RF: Goto S20B_END
20B	TRANWRKX	Delete question	What is the usual MONTHLY cost to use mass transit to go to -Work? Skip instructions 1-9999: IF entry gt 245 then goto ERR1_TRANWRKX ELSE goto TRANSUB 0,DK,RF: Goto TRANSCHX	Delete variable
20B	TRANSIT	New question on which CU members (with ages equal to or greater than 5) use mass transit. This question set-up is similar to that for school meals – set up a follow-up grid asking the transit questions (TRANAMTX, TRANPD, TRANDAYX, AMTRAK, AMTRAKX, TRANSUB, TRANSUBX) for each member selected in TRANSIT	N/A	What are the names of all household members who use mass transit? Enter line numbers for all that apply, separate with commas Person 1 Person 2 … Person 30 Special instructions: List CU members with AGE ge 5. Skip instructions: 1-30: goto TRANAMTX for first person selected DK, REF: goto S20B_END
20B	TRANAMTX	New question asked for each member selected in TRANSIT	N/A	What is ^NAME’s usual out-of-pocket cost? Select time period (per day, week, or month) on next screen Skip instructions: 1-9999: goto TRANPD 0, DK, REF: goto TRANSUB
20B	TRANPD	New question asked for each member selected in TRANSIT	N/A	Select time period Day Week Month Skip instructions: 1: goto TRANDAYX 2-3, DK, REF: goto AMTRAK
20B	TRANDAYX	New question asked for each member selected in TRANSIT – if the frequency reported in TRANPD is daily (1)	n/a	How many days per week usually? Skip instructions: 1-7, DK, REF: goto AMTRAK
20B	AMTRAK	New question asked for each member selected in TRANSIT	N/A	Is any of the ^TRANAMTX ^TRANPD for Amtrak? Yes No TRANAMTX fill instructions: IF TRANAMTX= DK or REF fill “amount” ELSE FILL entry in TRANAMTX TRANPD fill instructions: IF TRANPD=1, fill “per day” ELSEIF TRANPD=2, fill “per week” ELSEIF TRANPD=3, fill “per month” ELSE leave blank Skip instructions: 1: goto AMTRAKX 2, DK, REF: Goto TRANSUB
20B	AMTRAKX	New question asked for each member selected in TRANSIT – if response to AMTRAK is yes	n/a	How much? Enter dollar amount ^TRANPD TRANPD fill instructions: IF TRANPD=1, fill “per day” ELSEIF TRANPD=2, fill “per week” ELSEIF TRANPD=3, fill “per month” ELSE leave blank Skip instructions: Goto TRANSUB
20B	TRANSUB	Change question to a member level-question Update skip instructions due to new question pattern	Did you receive a transit subsidy? Yes No Skip instructions: 1: goto TRANSUBX 2, DK, REF: goto TRANSCHX	Did ^NAME receive a transit subsidy? Yes No Skip instructions: 1: goto TRANSUBX 2, DK, REF: If no more persons goto S20B_END else goto TRANAMTX for the next person
20B	TRANSUBX	Change question to a member level-question Update skip instructions due to new question pattern	What is the usual monthly amount? Skip instructions: goto TRANSCHX	What is the usual monthly amount? Skip instructions: If no more persons goto S20B_END else goto TRANAMTX for the next person
20B	TRANSCHX	Delete question	What is the usual MONTHLY cost to use mass transit to go to – School? Skip instructions: goto TRANOTHX	Delete variable.
20B	TRANOTHX	Delete question	What is the usual MONTHLY cost to use mass transit to go to – Other places? Skip instructions: goto S20B_END	Delete variable.

Section 21A changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
21A	SALARYB	Change beginning value from $0 to $1 (changes in red)	Could you tell me which range on CARD A best reflects ^YourNames total wages and salaries for ALL JOBS during the PAST 12 MONTHS? $0-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000-$69,999 $70,000-$89,999 $90,000-$119,999 $120,000 and over Skip instructions: goto GROSPAYX	Could you tell me which range on CARD A best reflects ^YourNames total wages and salaries for ALL JOBS during the PAST 12 MONTHS? $1-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000-$69,999 $70,000-$89,999 $90,000-$119,999 $120,000 and over Skip instructions: goto GROSPAYX
21A	SEMPFRMX	Remove zero from range of allowable values (changes in red)	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 Skip instructions: -999,999,999-999,999,999: IF SEMPFRMX lt 1 or gt 200000 then goto ERR1_SEMPFRMX ELSE goto SOCSRRET DK, REF: goto SEMPFRMB	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 Skip instructions: -999,999,999 thru -1 and 1-999,999,999: IF SEMPFRMX=0 goto CK_SEMPFRMX ELSEIF SEMPFRMX lt 1 or gt 200000 then goto ERR1_SEMPFRMX ELSE goto SOCSRRET DK, REF: goto SEMPFRMB
21A	CK_SEMPFRMX	New hard error message if zero is entered on SEMPFRMX.	N/A	ZERO IS NOT AN ALLOWED VALUE IF THERE WAS NO NET INCOME OR LOSS, ENTER 1 Skip instructions: go back to SEMPFRMX
21A	SEMPFRMB	Change beginning value from $0 to $1 (changes in red)	Could you tell me which range on CARD A best reflects ^YourNames income or loss from self-employment during the PAST 12 MONTHS? Loss $0-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000-$69,999 $70,000-$89,999 $90,000-$119,999 $120,000 and over Skip instructions: goto SOCSRRET	Could you tell me which range on CARD A best reflects ^YourNames income or loss from self-employment during the PAST 12 MONTHS? Loss $1-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000-$69,999 $70,000-$89,999 $90,000-$119,999 $120,000 and over Skip instructions: goto SOCSRRET
21A	SSIB	Change beginning value from $0 to $1 (changes in red)	Could you tell me which range on CARD C best reflects the amount ^YouName received in Supplemental Security income during the past 12 months? $0-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto INDRETAC	Could you tell me which range on CARD C best reflects the amount ^YouName received in Supplemental Security income during the past 12 months? $1-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto INDRETAC

Section 21B changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
21B	INTRDVB	Change beginning value from $0 to $1 (changes in red)	Could you tell me which range on CARD C best reflects the amount ^YOU_ANYMEM received in interest or dividends during the PAST 12 MONTHS? $0-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto NETRENT	Could you tell me which range on CARD C best reflects the amount ^YOU_ANYMEM received in interest or dividends during the PAST 12 MONTHS? $1-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto NETRENT
21B	NETRENTX	Remove zero from range of allowable values (changes in red)	What was the amount? The net amount is the total amount after expenses. If net income was a loss, precede amount with a ‘-‘ Breakeven = 1 Skip instructions: -999999999-999999999: IF (NETRENTX lt -150,000 or gt 48,000) or (NETRENTX=0) then goto ERR1_NETRENTX ELSE goto ROYEST DK, REF: goto NETRENTB	What was the amount? The net amount is the total amount after expenses. If net income was a loss, precede amount with a ‘-‘ Breakeven = 1 Skip instructions: -999999999-999999999: IF NETRENTX=0 then goto CK_NETRENTX ELSEIF (NETRENTX lt -150,000 or gt 48,000) then goto ERR1_NETRENTX ELSE goto ROYEST DK, REF: goto NETRENTB
21B	CK_NETRENTX	New hard error message if zero is entered on NETRENTX.	N/A	ZERO IS NOT AN ALLOWED VALUE IF THERE WAS NO NET INCOME OR LOSS, ENTER 1 Skip instructions: go back to NETRENTX
21B	NETRENTB	Change beginning value from $0 to $1 (changes in red)	Could you tell me which range on CARD C best reflects the total net rental income or loss during the PAST 12 MONTHS? Loss $0-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto ROYEST	Could you tell me which range on CARD C best reflects the total net rental income or loss during the PAST 12 MONTHS? Loss $1-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto ROYEST
21B	ROYESTB	Change beginning value from $0 to $1 (changes in red)	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? $0-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto RETSURV	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-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto RETSURV
21B	RETSURVB	Change beginning value from $0 to $1 (changes in red)	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? $0-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto OTHREG	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-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto OTHREG
21B	OTHREGB	Change beginning value from $0 to $1 (changes in red)	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? $0-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto LUMPSUM	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-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto LUMPSUM
21B	LUMPSUMB	Change beginning value from $0 to $1 (changes in red)	Could you tell me which range on CARD C best reflects the total lump sum payments during the PAST 12 MONTHS? $0-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto OTHERINC	Could you tell me which range on CARD C best reflects the total lump sum payments during the PAST 12 MONTHS? $1-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto OTHERINC
21B	OTHERINC	Update skip instructions due to deletion of EITC (changes in red)	DURING THE PAST 12 MONTHS – Did ^YOU_ANYMEM 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? Yes No Skip instructions: 1: goto OTHRINCX 2, DK, REF: goto EITC	DURING THE PAST 12 MONTHS – Did ^YOU_ANYMEM 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? Yes No Skip instructions: 1: goto OTHRINCX 2, DK, REF: goto MISCTAX
21B	OTHRINCX	Update skip instructions due to deletion of EITC (changes in red)	What was the total amount received ^ByAll? Skip instructions: 1-99,999,999: IF OTHRINCX lt 100 or gt 23404 then goto ERR1_OTHRINCX ELSE goto EITC DK, REF: goto OTHRINCB	What was the total amount received ^ByAll? Skip instructions: 1-99,999,999: IF OTHRINCX lt 100 or gt 23404 then goto ERR1_OTHRINCX ELSE goto MISCTAX DK, REF: goto OTHRINCB
21B	OTHRINCB	Update skip instructions due to deletion of EITC (changes in red) Change beginning value from $0 to $1 (changes in red)	Could you tell me which range on CARD C best reflects the total amount of other money income received during the PAST 12 MONTHS? $0-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto EITC	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-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto EITC
21B	EITC	Delete question	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_ANYMEM claim an Earned Income Tax Credit on your federal income tax return? Yes No Skip instructions: goto MISCTAX	Delete question.
21B	WELFAREB	Change beginning value from $0 to $1 (changes in red)	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? $0-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto MEALSPAY	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-$999 $1,000-$1,999 $2,000-$2,999 $3,000-$3,999 $4,000-$4,999 $5,000-$9,999 $10,000-$14,999 $15,000-$19,999 $20,000-$29,999 $30,000-$39,999 $40,000-$49,999 $50,000 and over Skip instructions: goto MEALSPAY

Section 22 changes

CEQ Section	CEQ CAPI Variable	Change Detail	201607 Wording/Specification	201704 Wording/Specification
22	LIAINTRO	Update skip instructions due to new screener question (IRA)	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. Enter 1 to continue Skip instructions: goto IRAX	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. Enter 1 to continue Skip instructions: goto IRA
22	IRA	New screener questions for retirement accounts	N/A	Do ^YOU_ANYMEM have any retirement accounts such as 401(k)s, IRAs, Thrift Savings Plans? Yes No Skip instructions: 1: goto IRAX 2, DK, REF: goto DEFBENRP
22	IRAX	Change minimum value from 0 to 1 (since there’s now a screener question)	As of TODAY -- What is the total value of all retirement accounts such as 401(k)s, IRAs, Thrift Savings Plans that ^YOU_YRCU ^own_owns? If no retirement accounts, enter 0 Skip instructions: 0-999999999999: goto IRAYRX DK, REF: goto IRAB	As of TODAY -- What is the total value of all retirement accounts such as 401(k)s, IRAs, Thrift Savings Plans that ^YOU_YRCU ^own_owns? Skip instructions: 1-999999999999: goto IRAYRX DK, REF: goto IRAB
22	IRAB	Change beginning value from $0 to $1	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? $0-$1,999 $2,000-$9,999 $10,000-$49,999 $50,000-$199,999 $200,000-$449,999 $450,000 and over Skip instructions: 1-6: goto IRAYRX DK, REF: goto DEFBENRP	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-$1,999 $2,000-$9,999 $10,000-$49,999 $50,000-$199,999 $200,000-$449,999 $450,000 and over Skip instructions: 1-6: goto IRAYRX DK, REF: goto DEFBENRP
22	IRAYRX	Update skip instructions due to new follow-up question if IRAYRX=0	What was the total value of all retirement accounts ONE YEAR AGO TODAY? Skip instructions: 0-999999999999: goto DEFBENRP DK, REF: goto IRAYRB	What was the total value of all retirement accounts ONE YEAR AGO TODAY? Skip instructions: 0: goto IRAYR 1-999999999999: goto DEFBENRP DK, REF: goto IRAYRB
22	IRAYRB	Change beginning value from $0 to $1	Could you tell me which range on CARD D best reflects the total value of all retirement accounts ONE YEAR AGO TODAY? $0-$1,999 $2,000-$9,999 $10,000-$49,999 $50,000-$199,999 $200,000-$449,999 $450,000 and over Skip instructions: goto DEFBENRP	Could you tell me which range on CARD D best reflects the total value of all retirement accounts ONE YEAR AGO TODAY? $1-$1,999 $2,000-$9,999 $10,000-$49,999 $50,000-$199,999 $200,000-$449,999 $450,000 and over Skip instructions: goto DEFBENRP
22	IRAYR	New follow-up question if IRAYRX=0	N/A	Did ^YOU_ANYMEM have any retirement accounts such as 401(k)s, IRAs, Thrift Savings Plans ONE YEAR AGO TODAY? Yes No Skip instructions: goto DEFBENRP
22	STOCKB	Change beginning value from $0 to $1 Updated skip instructions due to new LIQUID screener	Could you tell me which range on CARD D best reflects the total value of all directly-held stocks, bonds, and mutual funds ^Retirement? Include US savings bonds $0-$1,999 $2,000-$9,999 $10,000-$49,999 $50,000-$199,999 $200,000-$449,999 $450,000 and over Skip instructions: 1-6: goto STOCKYRX DK, REF: goto LIQUIDX	Could you tell me which range on CARD D best reflects the total value of all directly-held stocks, bonds, and mutual funds ^Retirement? Include US savings bonds $1-$1,999 $2,000-$9,999 $10,000-$49,999 $50,000-$199,999 $200,000-$449,999 $450,000 and over Skip instructions: 1-6: goto STOCKYRX DK, REF: goto LIQUID
22	STOCKYRX	Updated skip instructions due to new LIQUID screener AND new follow-up question if STOCKYRX=0	What was the total value of all directly-held stocks, bonds, and mutual funds ^Retirement ONE YEAR AGO TODAY? Include US savings bonds Skip instructions: 0-999999999999: Goto LIQUIDX DK, REF: goto STOCKYRB	What was the total value of all directly-held stocks, bonds, and mutual funds ^Retirement ONE YEAR AGO TODAY? Include US savings bonds Skip instructions: 0: Goto STOCKYR 1-999999999999: Goto LIQUID DK, REF: goto STOCKYRB
22	STOCKYRB	Change beginning value from $0 to $1 Updated skip instructions due to new LIQUID screener	Could you tell me which range on CARD D best reflects the total value of all directly-held stocks, bonds, and mutual funds ^Retirement ONE YEAR AGO TODAY? Include US savings bonds $0-$1,999 $2,000-$9,999 $10,000-$49,999 $50,000-$199,999 $200,000-$449,999 $450,000 and over Skip instructions: goto LIQUIDX	Could you tell me which range on CARD D best reflects the total value of all directly-held stocks, bonds, and mutual funds ^Retirement ONE YEAR AGO TODAY? Include US savings bonds $1-$1,999 $2,000-$9,999 $10,000-$49,999 $50,000-$199,999 $200,000-$449,999 $450,000 and over Skip instructions: goto LIQUID
22	STOCKYR	New follow-up question if STOCKYRX=0	N/A	Did ^YOU_ANYMEM have any directly-held stocks, bonds, or mutual funds ^Retirement ONE YEAR AGO TODAY? Include U.S. savings bonds Yes No Skip instructions: goto LIQUID
22	LIQUID	New screener questions for banking accounts	N/A	Do ^YOU_ANYMEM have any checking, savings, money market accounts, or certificates of deposit or CDs? Yes No Skip instructions: 1: goto LIQUIDX 2, DK, REF: goto WHOLIF
22	LIQUIDX	Change minimum value from 0 to 1 (since there’s now a screener question)	As of TODAY -- What is the total value of all checking, savings, money market accounts, and certificates of deposit or CDs ^YOU_YRCU ^have_has2? Skip instructions: 0-999999999999: Goto LIQUIDYRX DK, REF: goto LIQUIDB	As of TODAY -- What is the total value of all checking, savings, money market accounts, and certificates of deposit or CDs ^YOU_YRCU ^have_has2? Skip instructions: 1-999999999999: Goto LIQUIDYRX DK, REF: goto LIQUIDB
22	LIQUIDB	Change beginning value from $0 to $1	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? $0-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto LIQUDYRX DK, RF: Goto WHOLIF	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-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto LIQUDYRX DK, RF: Goto WHOLIF
22	LIQUDYRX	Updated skip instructions due to new follow-up question if LIQUDYRX=0	What was the total value of all checking, savings, money market accounts, and certificates of deposit or CDs ONE YEAR AGO TODAY? Skip instructions: 0-999999999999: Goto WHOLIF DK, REF: goto LIQUDYRB	What was the total value of all checking, savings, money market accounts, and certificates of deposit or CDs ONE YEAR AGO TODAY? Skip instructions: 0: goto LIQUDYR 1-999999999999: Goto WHOLIF DK, REF: goto LIQUDYRB
22	LIQUDYRB	Change beginning value from $0 to $1	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 ONE YEAR AGO TODAY? $0-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: Goto WHOLIF	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 ONE YEAR AGO TODAY? $1-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: Goto WHOLIF
22	LIQUDYR	New follow-up question if LIQUDYRX=0	n/a	Did ^YOU_ANYMEM have any checking, savings money market accounts, or certificates of deposit or CDs ONE YEAR AGO TODAY? Yes No Skip instructions: goto WHOLIF
22	WHOLIFB	Change beginning value from $0 to $1	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 $0-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto WHLFYRX DK,RF: Goto OTHAST	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-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto WHLFYRX DK,RF: Goto OTHAST
22	WHLFYRX	Updated skip instructions due to new follow-up question if WHLFYRX=0	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 Skip instructions: 0-999999999999: Goto OTHAST DK, REF: goto WHLFYRB	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 Skip instructions: 0: goto WHLFYR 1-999999999999: Goto OTHAST DK, REF: goto WHLFYRB
22	WHLFYRB	Change beginning value from $0 to $1	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 $0-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: Goto OTHAST	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-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: Goto OTHAST
22	WHLFYR	New follow-up question if WHLFYRX=0	N/A	Did ^YOU_YRCU 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 ONE YEAR AGO TODAY? 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 Yes No Skip instructions: goto OTHAST
22	OTHASTB	Change beginning value from $0 to $1	Could you tell me which range on CARD D best reflects the total value of these other financial assets? $0-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto OTHSTYRX DK, RF: Goto CREDIT	Could you tell me which range on CARD D best reflects the total value of these other financial assets? $1-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto OTHSTYRX DK, RF: Goto CREDIT
22	OTHSTYRX	Updated skip instructions due to new follow-up question if OTHSTYRX=0	What was the total value of these other financial assets ONE YEAR AGO TODAY? Skip instructions: 0-999999999999: Goto CREDIT DK,RF: Goto OTHSTYRB	What was the total value of these other financial assets ONE YEAR AGO TODAY? Skip instructions: 0: goto OTHSTYR 1-999999999999: Goto CREDIT DK,RF: Goto OTHSTYRB
22	OTHSTYRB	Change beginning value from $0 to $1	Could you tell me which range on CARD D best reflects the total value of these other financial assets ONE YEAR AGO TODAY? $0-$1,999 $2,000-$9,999 $10,000-$49,999 $50,000-$199,999 $200,000-$449,999 $450,000 and over Skip instructions: Goto CREDIT	Could you tell me which range on CARD D best reflects the total value of these other financial assets ONE YEAR AGO TODAY? $1-$1,999 $2,000-$9,999 $10,000-$49,999 $50,000-$199,999 $200,000-$449,999 $450,000 and over Skip instructions: Goto CREDIT
22	OTHSTYR	New follow-up question if OTHSTYRX=0	N/A	Did ^YOU_YRCU have any other financial assets, such as annuities, trusts, and royalties ONE YEAR AGO TODAY? Yes No Skip instructions: Goto CREDIT
22	CREDIT	Reword question as shown	As of TODAY -- ^DoDoes_C ^YOU_YRCU have a balance on any major credit cards including store cards and gas cards? Yes No Skip instructions: 1: Goto CREDITX 2,DK,RF: Goto STUDNT	^DoDoes_C ^YOU_YRCU have any credit cards including store cards and gas cards? Yes No Skip instructions: 1: Goto CREDITX 2,DK,RF: Goto STUDNT
22	CREDITX	Add “as of TODAY” to the end of the question Lower minimum value to 0 (due to revision of screener question)	What is the total amount owed on all cards? Skip instructions: 1-999999999999: Goto CREDTYRX DK, RF: Goto CREDITB	What is the total amount owed on all cards as of TODAY? Skip instructions: 0-999999999999: Goto CREDTYRX DK, RF: Goto CREDITB
22	CREDITB	Remove “major” from the question wording Change beginning value from $0 to $1	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? $0-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto CREDTYRX DK,RF: Goto CREDFINX	Could you tell me which range on CARD E best reflects the total amount owed on all credit cards including store cards and gas cards? $1-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto CREDTYRX DK,RF: Goto CREDFINX
22	CREDTYRX	Updated skip instructions due to new follow-up question if CREDTYRX=0	What was the total amount owed on all cards ONE YEAR AGO TODAY? Skip instructions: 0-999999999999: Goto CREDFINX DK, RF: Goto CREDYRB	What was the total amount owed on all cards ONE YEAR AGO TODAY? Skip instructions: 0: goto CREDYR 1-999999999999: Goto CREDFINX DK, RF: Goto CREDYRB
22	CREDYRB	Change beginning value from $0 to $1	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? $0-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: Goto CREDFINX	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-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: Goto CREDFINX
22	CREDYR	New follow-up question if CREDYRX=0	N/A	Did ^YOU_YRCU have any credit cards including store cards and gas cards ONE YEAR AGO TODAY? Yes No Skip instructions: goto CREDFINX
22	STUDNTB	Change beginning value from $0 to $1	Could you tell me which range on CARD E best reflects the total amount owed on all student loans? $0-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto STDNTYRX DK, RF: Goto STUDFINX	Could you tell me which range on CARD E best reflects the total amount owed on all student loans? $1-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto STDNTYRX DK, RF: Goto STUDFINX
22	STDNTYRX	Updated skip instructions due to new follow-up question if STDNTYRX=0	What was the total amount owed on all student loans ONE YEAR AGO TODAY? Skip instructions: 0-999999999999: Goto STUDFINX DK, RF: Goto STDNTYRB	What was the total amount owed on all student loans ONE YEAR AGO TODAY? Skip instructions: 0: goto STDNTYR 1-999999999999: Goto STUDFINX DK, RF: Goto STDNTYRB
22	STDNTYRB	Change beginning value from $0 to $1	Could you tell me which range on CARD E best reflects the total amount owed on all student loans ONE YEAR AGO TODAY? $0-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: Goto STUDFINX	Could you tell me which range on CARD E best reflects the total amount owed on all student loans ONE YEAR AGO TODAY? $1-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: Goto STUDFINX
22	STDNTYR	New follow-up question if STDNTYRX=0	N/A	Did ^YOU_YRCU have any student loans ONE YEAR AGO TODAY? Yes No Skip instructions: goto STUDFINX
22	OTHLONB	Change beginning value from $0 to $1	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 $0-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto OTHLNYRX DK,RF: Goto OTHFINX	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-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: 1-6: Goto OTHLNYRX DK,RF: Goto OTHFINX
22	OTHLNYRX	Updated skip instructions due to new follow-up question if OTHLNYRX=0	What was the total amount owed on all other loans ONE YEAR AGO TODAY? Do not include mortgages, home equity loans, or vehicle loans Skip instructions: 0-999999999999: Goto OTHFINX DK,RF: Goto OTHLNYRB	What was the total amount owed on all other loans ONE YEAR AGO TODAY? Do not include mortgages, home equity loans, or vehicle loans Skip instructions: 0: goto OTHLNYR 1-999999999999: Goto OTHFINX DK,RF: Goto OTHLNYRB
22	OTHLNYRB	Change beginning value from $0 to $1	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 $0-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: Goto OTHFINX	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-$499 $500-$999 $1,000-$2,499 $2,500-$9,999 $10,000-$34,999 $35,000 and over Skip instructions: Goto OTHFINX
22	OTHLNYR	New follow-up question if OTHLNYRX=0	N/A	Did ^YOU_YRCU have any other debt such as medical loans or personal loans ONE YEAR AGO TODAY? Do not include mortgages, home equity loans, or vehicle loans Yes No Skip instructions: Goto OTHFINX

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