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pdf2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Code list
Routing
(01) CONTINUE
(-7) Empty
BOX LFINTRO1
INCOME AND ASSETS QUESTIONNAIRE SPECIFICATIONS
CRITERIA
INTTYPE=C001, C002, C004, C005, C006, C010
SPALIVE=ALL
SEASON=SUMMER
SPPROXY=SP or PROXY
Other: N/A
PLACEMENT
Administer after CPQ.
Now I have some questions about income and other financial resources for [you/(SP)] [and (your/his/her)
(wife/husband/partner)].
LFINTRO1
LFINTRO1
no entry
As with all information collected by the MCBS, the data are confidential and covered by the Privacy Act of 1974.
Your answers will be combined with those of other respondents, and [your/his/her] Medicare benefits will not be
affected in any way by your answers to these questions.
GIVE BROCHURE TO RESPONDENT. ALLOW A FEW MINUTES FOR RESPONDENT TO REVIEW BROCHURE
IF NECESSARY.
BOX LFINTRO1
LFINTRO2
LFINTRO2
routing
no entry
If SPAISTATUS = 3 (Deceased in Community) or 4 (Deceased in Institutition), go to IAQ50 - TOTAL_COMBINED1.
Otherwise, go to LIFINTRO2 - LFINTRO2.
As the brochure explains, your responses to these questions can help us determine the impact of income on
[your/his/her] use and access to health care. I will be asking a series of questions about [your/(SP’s)/you and your
(wife’s/husband’s/partner's)/(SP) and (his/her) (wife’s/husband’s/partner's)] income and other financial resources.
First, I will ask whether [you/(SP)/you and your (wife/husband/partner)/(SP) and (his/her) (wife/husband/partner)] had
(01) CONTINUE
particular types of income or other resources. All these questions can be answered with a "yes" or a "no." Then, I
(-7) Empty
will ask you to estimate [your/(SP's)/their] total income. [Please answer all questions for [you and your
(wife/husband/partner)/(SP) and (his/her) (wife/husband/partner)].
LF1
Please feel free to refer to any records or other persons who may be of assistance to you.
WORKWEEK
RETNEVWK
IAABSENT
LF1
LF1B
LF2
code one
(1) YES
Did [you/(SP)] do any work for pay in the last week? By the last week, I mean the week beginning on Sunday
(2) NO
[MONTH, DAY OF SUNDAY PRIOR TO TODAY/MONTH, DAY OF SUNDAY PRIOR TO THE SATURDAY BEFORE
(-8) DON’T KNOW
TODAY’S DATE] and ending [today/on Saturday (MONTH, DAY OF SATURDAY PRIOR TO TODAY’S DATE)]?
(-9) REFUSED
(01) RETIRED
(02) NEVER WORKED
(03) NO, NEITHER OF THESE IS TRUE
(-8) DON'T KNOW
(-9) REFUSED
code one
Is this because [you were/(SP) was] retired or [you/(SP)] never worked?
code one
(1) YES
[Do you/Does (SP)] have a job from which [you were/(he/she) was] absent last week because of illness, vacation, or (2) NO
(-8) DON’T KNOW
some other reason?
(-9) REFUSED
(1) LF4
(2) LF1B
(-8) BOX LF13
(-9) BOX LF13
(1) BOX LF13
(2) BOX LF13
(3) LF2
(-8) BOX LF13
(-9) BOX LF13
(1) LF4
(2) LF3
(-8) BOX LF13
(-9) BOX LF13
2019 MCBS Community Questionnaire
Variable Name
WORKMONTH
MULTIJOB
MR Screen Name
LF3
LF4
IAQ - INCOME AND ASSETS
Question type
Question text/description
Code list
Routing
code one
Now think about last month, that is [MONTH BEFORE INTERVIEW MONTH]. Did [you/(SP)] do any work for pay at
any time in the last month?
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
(1) LF8
(2) BOX LF13
(-8) BOX LF13
(-9) BOX LF13
Last week, did [you/(SP)] have more than one job, including part-time, evening, or weekend work?
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
LF5
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX LF1
(-8) LF8
(-9) LF8
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LF8
(-8) LF8
(-9) LF8
yes/no
How many hours per week [do you/does (SP)] usually work at [your/his/her] [job/main job]? [By main job, I mean the
job at which (you work/{he/she} works) the most hours.]
HOURSPERWEEK
LF5
quantity unit
ENTER NUMBER OF HOURS USUALLY WORK
IF NUMBER OF HOURS VARY EACH WEEK, ENTER 997
HOURSLASTWEEK1
HOURSLASTWEEK2
BOX LF1
routing
LF6
quantity unit
LF7
quantity unit
If LF2=1 (YES, ABSENT LAST WEEK), go to LF7.
Otherwise, go to LF6.
How many hours did [you/(SP)] work last week?
ENTER NUMBER OF HOURS
You said [you were/(SP) was] absent from work last week. How many hours did [you/he/she] work the last week [you
(1) [continuous response]
were/(he/she) was] at work?
(-8) DON’T KNOW
(-9) REFUSED
ENTER NUMBER OF HOURS
LF8
PAYSCHEDULE
LF8
code one
[Are you/Is (SP)/In (your/{SP}’s)] main job, [are you/is (he/she)] paid every week, every two weeks, two times a
month, or on some other schedule?
(1) EVERY WEEK
(2) EVERY TWO WEEKS
(3) TWO TIMES A MONTH
(4) ONCE A MONTH
(5) DAILY
(91) OTHER SPECIFY
(-8) DON’T KNOW
(-9) REFUSED
(1) LF9
(2) LF9
(3) LF9
(4) LF9
(5) LF9
(91) LF8A
(-8) LF9
(-9) LF9
OSPAYSCHEDULE
LF8A
verbatim
SPECIFY OTHER PAYMENT SCHEDULE
(1) [continuous response]
LF9
(1) ENTER PAYCHECK AMOUNT
(2) ENTER PAY PER HOUR
(3) ENTER PAY PER DAY
(-8) DON’T KNOW
(-9) REFUSED
(1) LF9A
(2) LF9B
(3) LF9C
(-8) BOX LF13
(-9) BOX LF13
How much was [your/(SP)’s] last paycheck before taxes and any other deductions [for (your/his/her) main job]?
IF NEEDED: We don’t need an exact dollar amount. An approximate amount is fine.
LASTPAYCHECK
LF9
code one
IF NEEDED: If it is easier, you can just tell me how much [you earn/(SP) earns] per hour or per day.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
2019 MCBS Community Questionnaire
IAQ - INCOME AND ASSETS
Variable Name
MR Screen Name
Question type
PAYCHECKAMT
LF9A
quantity unit
PAYCHECKHOURLY
LF9B
quantity unit
PAYCHECKDAILY
LF9C
quantity unit
Question text/description
ENTER PAYCHECK AMOUNT
$
ENTER PAY PER HOUR
$
ENTER PAY PER DAY
$
Code list
Routing
(1) [continuous response]
LF10
(1) [continuous response]
LF10
(1) [continuous response]
LF10
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
BOX LF13
Now thinking about the month of [CURRENT MONTH -1 MONTH], how much did [you/(SP)] earn altogether from any
work [you/he/she] did in [CURRENT MONTH -1 MONTH], before taxes and before any other deductions?
IF NEEDED: We don’t need an exact dollar amount. An approximate amount is fine.
MONTHPAY
LF10
quantity unit
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER DOLLAR AMOUNT
$
BOX LF13
routing
If the SP has a spouse or partner who is living in the household (ROSTREL=2 or 56, HHFLAG=1), go to LF13.
Otherwise, go to HO1.
2019 MCBS Community Questionnaire
Variable Name
SPOUSEWORK
MR Screen Name
LF13
IAQ - INCOME AND ASSETS
Question type
code one
Question text/description
Code list
Routing
Did [you/(your/{SP}’s) (husband/wife/partner)] do any work for pay in the month of [CURRENT MONTH-1 MONTH]?
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
(1) LF14
(2) HO1
(-8) HO1
(-9) HO1
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
HO1
(1) OWN
(2) RENT (OR PAY MONTHLY AMOUNT)
(3) SOME OTHER ARRANGEMENT
(-8) DON’T KNOW
(-9) REFUSED
(1) HO2
(2) HO6
(3) HO5
(-8) HO5
(-9) HO5
In [CURRENT MONTH -1 MONTH], how much altogether did [you/your/(SP)’s] [husband/wife/partner] earn before
taxes and before any other deductions?
IF NEEDED: We don’t need an exact dollar amount. An approximate amount is fine.
SPOUSEEARN
LF14
quantity unit
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER DOLLAR AMOUNT
$
Next, I'd like to ask you some questions about the [home/apartment or condo] that is your main residence.
IAOWNHOME
HO1
code one
[Do you/Does (SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
FIRSTNAME LASTNAME)] own the [home/apartment or condo] rent it, or is there some other arrangement?
2019 MCBS Community Questionnaire
Variable Name
MORTGAGE
MR Screen Name
HO2
IAQ - INCOME AND ASSETS
Question type
code one
Question text/description
Is [your/(SP)’s] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME
LASTNAME)'s] mortgage paid off or are monthly mortgage payments still being made?
IF NEEDED: Include any payments on a home equity loan or second mortgage.
MORTGAGE_AMT1
HO3
quantity unit
How much altogether is that each month?
ENTER DOLLAR AMOUNT
SHOW CARD IA1
MORTGATE_AMT2
HO3A
code one
Please look at this card and tell me which is closest.
IF NEEDED: Include any payments on a home equity loan or second mortgage.
MORTGAGELGNTH
HO3B
code one
[Do you/Does (SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
FIRSTNAME LASTNAME)] expect to pay off the mortgage within 5 years, 10 years, or longer?
IF NEEDED: Include any payments on a home equity loan or second mortgage.
Code list
Routing
(1) PAID OFF
(2) STILL MAKE PAYMENTS
(3) REVERSE MORTGAGE
(-8) DON’T KNOW
(-9) REFUSED
(1) HO4
(2) HO3
(3) HO4
(-8) HO4
(-9) HO4
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) HO3B
(-8) HO3A
(-9) HO3B
(1) LESS THAN $250
(2) $250 TO LESS THAN $500
(3) $500 TO LESS THAN $1,000
(4) $1,000 TO LESS THAN $3,000
(5) $3,000 TO LESS THAN $5,000
(6) $5,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
HO3B
(1) WITHIN 5 YEARS
(2) WITHIN 10 YEARS
(3) LONGER THAN 10 YEARS
(-8) DON’T KNOW
(-9) REFUSED
HO3C
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Code list
Routing
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) HO4
(-8) HO3D
(-9) HO4
(1) less than $50,000,
(2) $50,000 to less than $100,000, or
(3) $100,000 or more?
(-8) DON’T KNOW
(-9) REFUSED
HO4
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQINTRO1
(-8) HO4A
(-9) IAQINTRO1
(1) LESS THAN $50,000
(2) $50,000 TO LESS THAN $75,000
(3) $75,000 TO LESS THAN $100,000
(4) $100,000 TO LESS THAN $200,000
(5) $200,000 TO LESS THAN $300,000
(6) $300,000 TO LESS THAN $500,000
(7) $500,000 TO LESS THAN $750,000
(8) $750,000 OF MORE
(-8) DON’T KNOW
(-9) REFUSED
IAQINTRO1
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
(1) HO6
(2) BOX HO1
(-8) BOX HO1
(-9) BOX HO1
About how much [do you/does (SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] still owe on the mortgage?
IF NEEDED: The nearest $10,000 is fine.
MORTGAGEOWE1
HO3C
quantity unit
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
IF NEEDED: Include any payments on a home equity loan or second mortgage.
ENTER DOLLAR AMOUNT
MORTGAGEOWE2
HO3D
code one
Is the amount owed…
What is the present value of this [home/apartment or condo]? I mean, about what would it bring if it was sold today,
not counting any loans or outstanding mortgages?
PRESENTVALUE1
HO4
quantity unit
IF NEEDED: Your best guess or the nearest $10,000 is fine.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER DOLLAR AMOUNT
PRESENTVALUE2
PAYRENT
HO4A
HO5
code one
yes/no
SHOW CARD IA2
Please look at this card and tell me which is closest.
[Do you/Does (SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
FIRSTNAME LASTNAME)] pay rent to live here?
2019 MCBS Community Questionnaire
Variable Name
RENTAMT1
RENTAMT2
SECTION8
MR Screen Name
HO6
IAQ - INCOME AND ASSETS
Question type
quantity unit
HO6A
code one
BOX HO1
routing
HO7
yes/no
Question text/description
Code list
Routing
How much is that each month?
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX HO1
(-8) HO6A
(-9) HO6A
(1) LESS THAN $250
(2) $250 TO LESS THAN $500
(3) $500 TO LESS THAN $1,000
(4) $1,000 TO LESS THAN $3,000
(5) $3,000 TO LESS THAN $5,000
(6) $5,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX HO1
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
IAQINTRO1
ENTER DOLLAR AMOUNT
SHOW CARD IA3
Please look at this card and tell me which is closest.
If HO6>=$750 or HO6A=4 ($1,000 TO LESS THAN $3,000), 5 ($3,000 TO LESS THAN $5,000), OR 6 ($5,000 OR
MORE) go to IAQINTRO1.
Otherwise, go to HO7.
Is this home in Section 8 or public housing or housing for low-income seniors?
We are interested in how people are getting along financially these days. The next few questions are about income
and other resources. Your responses can help us understand how people manage financially as they age.
IAQINTRO1
IAQINTRO1
no entry
Please feel free to refer to any records or other persons that may be of assistance in answering these questions.
Many of these questions ask about “last month.” By last month, I mean in [CURRENT MONTH – 1].
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Did [you/(SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME
LASTNAME)] receive Social Security retirement and/or Railroad Retirement payments in the last month, that is in
[CURRENT MONTH –1]?
SSRR_LASTMONTH
IAQ1
code all
IF NEEDED: These checks are either automatically deposited in the bank or mailed to arrive on the 3rd of every
month. If mailed, they are often sent in gold or manila-colored envelopes.
[SELECT ALL THAT APPLY]
BOX IAQ1
SSDEPOSIT
MMSTARTSS
YYSTARTSS
IAQ2
IAQ3
IAQ3
routing
code one
quantity unit
quantity unit
Code list
Routing
(1) YES, SP RECEIVED PAYMENT FROM SOURCE
(2) YES, SPOUSE/PARTNER RECEIVED PAYMENT
FROM
SOURCE
(3) NO PAYMENT RECEIVED FROM THIS SOURCE
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ1
(2) BOX IAQ1
(3) IAQ4
(-8) IAQ4
(-9) IAQ4
(1) MAIL
(2) DIRECT DEPOSIT
(3) PREPAID CARD
(-8) DON’T KNOW
(-9) REFUSED
IAQ3-MMSTARTSS
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
IAQ3-YYSTARTSS
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
IAQ4
IF IAQ1 NE (1) SP PAYMENT THEN GO TO IAQ4, ELSE GO TO IAQ2
[Do you/Does (SP)] get payments by direct deposit, on a prepaid card, or by mail?
What month and year did [you/(SP)] start receiving Social Security?
[ENTER MONTH AND YEAR]
What month and year did [you/(SP)] start receiving Social Security?
[ENTER MONTH AND YEAR]
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Did [you/(SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME
LASTNAME)] receive Supplemental Security Income, which is also called SSI, last month?
SSI_LASTMONTH
IAQ4
code all
IF NEEDED: These are monthly government payments to lower-income people in need.
[SELECT ALL THAT APPLY]
VA_LASTMONTH
IAQ5
code all
Did [you/(SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME
LASTNAME)] receive any payments from the Veteran’s Administration, last month related to military service or
veteran survivor’s benefits?
[IF NEEDED: The Veteran's Administration is also known as the U.S. Department of Veterans Affairs.]
[SELECT ALL THAT APPLY]
Code list
Routing
(1) YES, SP RECEIVED PAYMENT FROM SOURCE
(2) YES, SPOUSE/PARTNER RECEIVED PAYMENT
FROM
SOURCE
IAQ5
(3) NO PAYMENT RECEIVED FROM THIS SOURCE
(-8) DON’T KNOW
(-9) REFUSED
(1) YES, SP RECEIVED PAYMENT FROM SOURCE
(2) YES, SPOUSE/PARTNER RECEIVED PAYMENT
FROM
SOURCE
IAQ6
(3) NO PAYMENT RECEIVED FROM THIS SOURCE
(-8) DON’T KNOW
(-9) REFUSED
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Code list
Routing
(1) YES, SP HAS PENSION
(2) YES, SPOUSE/PARTNER HAS PENSION
(3) NO PENSIONS
(-8) DON’T KNOW
(-9) REFUSED
IAQ7
People sometimes have other retirement income. This may be from pensions or retirement plans related to their jobs.
[Do you/Does (SP)] [or (SP FIRSTNAME LASTNAME/SPOUSE FIRSTNAME LASTNAME/PARTNER FIRSTNAME
LASTNAME)] have any pension plans that were a job-related or union benefit?
PENSION_LASTMONTH
IAQ6
code all
IF NEEDED: These plans often require that a person work for a certain number of years before they qualify or “are
vested” in the pension plan.
IF NEEDED: Are you currently receiving income from the pension plan?
SELECT “YES” ONLY IF THE RESPONDENT IS CURRENTLY RECEIVING INCOME FROM THE PENSION PLAN.
[SELECT ALL THAT APPLY]
SHOW CARD IA4
(1) YES, SP HAS 401K, 403B, IRA, OR OTHER
RETIREMENT PLANS
(2) YES, SPOUSE/PARTNER HAS 401K, 403B, IRA,
OR
IAQ8
IF NEEDED: 401Ks and 403Bs are plans where you contribute an amount each month from your paycheck, and your
OTHER RETIREMENT PLANS
employer may match some of your contribution.
(3) NO PLANS
(-8) DON’T KNOW
IF NEEDED: IRAs, also known as Individual Retirement Accounts, are a type of plan you set up on your own.
(-9) REFUSED
Please look at the types of retirement plans on this card. [Do you/Does (SP)] [or (SP FIRSTNAME
LASTNAME/SPOUSE FIRSTNAME LASTNAME/PARTNER FIRSTNAME LASTNAME)] have any of these?
401K_LASTMONTH
IAQ7
code all
[SELECT ALL THAT APPLY]
2019 MCBS Community Questionnaire
Variable Name
MUTUALFUNDS
MR Screen Name
IAQ8
IAQ - INCOME AND ASSETS
Question type
Question text/description
code all
[(Not including the retirement accounts we have already talked about, {do you/does [SP]})/(Do you/Does {SP})] [or
(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] own
any mutual funds or stocks?
[SELECT ALL THAT APPLY]
BONDS
IAQ9
code all
Code list
Routing
(1) YES, SP HAS ASSET
(2) YES, SPOUSE/PARTNER HAS ASSET
(3) YES, SP AND SPOUSE/PARTNER HAVE ASSET
JOINTLY
IAQ9
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
(-9) REFUSED
(1) YES, SP HAS ASSET
Not including what we’ve already talked about, [do you/does (SP)] [or (SP FIRSTNAME
(2) YES, SPOUSE/PARTNER HAS ASSET
LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] own any bonds, such as (3) YES, SP AND SPOUSE/PARTNER HAVE ASSET
Government Savings Bonds, corporate, municipal, or other types of bonds?
JOINTLY
IAQ10
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
[SELECT ALL THAT APPLY]
(-9) REFUSED
2019 MCBS Community Questionnaire
Variable Name
CHECKING
MR Screen Name
IAQ10
IAQ - INCOME AND ASSETS
Question type
code all
Question text/description
Code list
The next questions ask about different kinds of bank or savings accounts people sometimes have or property they
own.
(1) YES, SP HAS ASSET
(2) YES, SPOUSE/PARTNER HAS ASSET
(3) YES, SP AND SPOUSE/PARTNER HAVE ASSET
JOINTLY
IAQ11
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
(-9) REFUSED
Not counting what we’ve already talked about, [do you/does (SP)] [or (SP FIRSTNAME
LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] have...
A checking account?
SAVINGS
IAQ11
code all
[IF NEEDED: Not counting what we’ve already talked about, [do you/does (SP)] [or (SP FIRSTNAME
LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] have...]
A savings account or money market account?
CERTDEPOSIT
IAQ12
code all
[IF NEEDED: Not counting what we’ve already talked about, [do you/does (SP)] [or (SP FIRSTNAME
LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] have...]
Certificates of deposit?
Routing
(1) YES, SP HAS ASSET
(2) YES, SPOUSE/PARTNER HAS ASSET
(3) YES, SP AND SPOUSE/PARTNER HAVE ASSET
JOINTLY
IAQ12
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
(-9) REFUSED
(1) YES, SP HAS ASSET
(2) YES, SPOUSE/PARTNER HAS ASSET
(3) YES, SP AND SPOUSE/PARTNER HAVE ASSET
JOINTLY
IAQ13
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
(-9) REFUSED
2019 MCBS Community Questionnaire
Variable Name
OTHER_LAND
MR Screen Name
IAQ13
IAQ - INCOME AND ASSETS
Question type
Question text/description
code all
[Do you/Does (SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
FIRSTNAME LASTNAME)] own a business, a farm, or any other real estate [besides (your/{SP}’s) home], including
land or rental properties?
[SELECT ALL THAT APPLY]
IAQINTRO2
SSRR_COMBINED1
IAQINTRO2
no entry
BOX IAQ2
routing
IAQ14
code one
We now have a few questions about income which are important for understanding how
people manage financially as they age.
If IAQ1 = 1 (SP RECEIVED SS/RR) and 2 (SPOUSE RECEIVED SS/RR), go to IAQ14.
Else if IA1 = 1 (SP RECEIVED SS/RR), go to IAQ15A.
Else if IA1 = 2 (SPOUSE RECEIVED SS/RR), go to IAQ16A.
Otherwise, go to BOX IAQ3.
First, what was the amount of [your/(SP)’s] and [(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)]’s most recent monthly Social Security or Railroad Retirement
payment (for the month of [CURRENT MONTH – 1])?
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
SSRR_COMBINED2
IAQ14A
quantity unit
SSRR_COMBINED3
IAQ14B
code one
ENTER COMBINED SP AND SPOUSE/PARTNER SOCIAL SECURITY/RAILROAD RETIREMENT AMOUNT
SHOW CARD IA5
Please look at this card and tell me which is closest.
Code list
Routing
(1) YES, SP HAS ASSET
(2) YES, SPOUSE/PARTNER HAS ASSET
(3) YES, SP AND SPOUSE/PARTNER HAVE ASSET
JOINTLY
IAQINTRO2
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ2
(1) ENTER COMBINED AMOUNT
(2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ14A
(2) IAQ15A
(-8) IAQ14B
(-9) IAQ14B
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $1,300
(2) $1,300 TO LESS THAN $1,700
(3) $1,700 TO LESS THAN $2,200
(3) $2,200 TO LESS THAN $2,600
(5) $2,600 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ3
(-8) IAQ14B
(-9) IAQ14B
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ2A
(-8) IAQ15B
(-9) IAQ15B
(1) LESS THAN $700
(2) $700 TO LESS THAN $1,000
(3) $1,000 TO LESS THAN $1,300
(4) $1,300 TO LESS THAN $1,600
(5) $1,600 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ2A
BOX IAQ3
What was the amount of [your/(SP)’s] most recent monthly Social Security or Railroad Retirement payment (for the
month of [CURRENT MONTH – 1])?
SSRR_SP_AMT1
IAQ15A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SP SOCIAL SECURITY/RAILROAD RETIREMENT AMOUNT
SSRR_SP_AMT2
IAQ15B
code one
BOX IAQ2A
routing
SHOW CARD IA6
Please look at this card and tell me which is closest.
If IAQ14 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ16A.
Otherwise, go to BOX IAQ3.
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Code list
Routing
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ3
(-8) IAQ16B
(-9) IAQ16B
(1) LESS THAN $700
(2) $700 TO LESS THAN $1,000
(3) $1,000 TO LESS THAN $1,300
(4) $1,300 TO LESS THAN $1,600
(5) $1,600 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ3
(1) ENTER COMBINED AMOUNT
(2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ17A
(2) IAQ18A
(-8) IAQ17B
(-9) IAQ17B
What was the amount of [your/(SPOUSE FIRSTNAME LASTNAME)'s/(PARTNER FIRSTNAME LASTNAME)’s]
most recent monthly Social Security or Railroad Retirement payment (for the month of [CURRENT MONTH – 1])?
SSRR_SPOUSE_AMT1
IAQ16A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE/PARTNER SOCIAL SECURITY/RAILROAD RETIREMENT AMOUNT
SSRR_SPOUSE_AMT2
IAQ16B
BOX IAQ3
code one
routing
SHOW CARD IA6
Please look at this card and tell me which is closest.
If IAQ4 = 1 (SP RECEIVED SSI) and 2 (SPOUSE RECEIVED SSI), go to IAQ17.
Else if IAQ4 = 1 (SP RECEIVED SSI), go to IAQ18A.
Else if IAQ4 = 2 (SPOUSE RECEIVED SSI), go to IAQ19A.
Otherwise, go to BOX IAQ4.
What was the amount of [your/(SP)’s] and [(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)]’s most recent monthly SSI payment (for the month of
[CURRENT MONTH – 1])?
SSRR_COMBINED1
IAQ17
code one
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
SSRR_COMBINED2
SSRR_COMBINED3
IAQ17A
IAQ17B
quantity unit
code one
ENTER COMBINED SP AND SPOUSE/PARTNER SSI AMOUNT
SHOW CARD IA7
Please look at this card and tell me which is closest.
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $300
(2) $300 TO LESS THAN $700
(3) $700 TO LESS THAN $1,000
(4) $1,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ4
(-8) IAQ17B
(-9) IAQ17B
BOX IAQ4
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Code list
Routing
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ3A
(-8) IAQ18B
(-9) IAQ18B
(1) LESS THAN $100
(2) $100 TO LESS THAN $200
(3) $200 TO LESS THAN $400
(4) $400 TO LESS THAN $700
(5) $700 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ3A
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ4
(-8) IAQ19B
(-9) IAQ19B
(1) LESS THAN $100
(2) $100 TO LESS THAN $200
(3) $200 TO LESS THAN $400
(4) $400 TO LESS THAN $700
(5) $700 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ4
(1) ENTER COMBINED AMOUNT
(2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ20A
(2) IAQ21A
(-8) IAQ20B
(-9) IAQ20B
What was the amount of [your/(SP)’s] most recent monthly SSI payment (for the month of [CURRENT MONTH – 1])?
IF NEEDED: We don’t need an exact dollar amount.
SSI_SP_AMT1
IAQ18A
quantity unit
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SP SSI AMOUNT
SSI_SP_AMT2
IAQ18B
code one
BOX IAQ3A
routing
SHOW CARD IA8
Please look at this card and tell me which is closest.
If IAQ17 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ19A.
Otherwise, go to BOX IAQ4.
What was the amount of [your/(SPOUSE FIRSTNAME LASTNAME)'s/(PARTNER FIRSTNAME LASTNAME)'s]
most recent monthly SSI payment (for the month of [CURRENT MONTH – 1])?
SSI_SPOUSE_AMT3
IAQ19A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE/PARTNER SSI AMOUNT
SSI_SPOUSE_AMT4
IAQ19B
BOX IAQ4
VA_AMT_COMBINED1
IAQ20
code one
routing
code one
SHOW CARD IA8
Please look at this card and tell me which is closest.
If IAQ5 = 1 (SP RECEIVED VA) and 2 (SPOUSE RECEIVED VA), go to IAQ20.
Else if IAQ5 = 1 (SP RECEIVED VA), go to IA21A.
Else if IAQ5 = 2 (SPOUSE RECEIVED VA), go to IAQ22A.
Otherwise, go to BOX IAQ5.
What was the amount of [your/(SP)’s] and [(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)]’s most recent monthly Veteran’s Administration payment (for
the month of [CURRENT MONTH – 1])?
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
VA_AMT_COMBINED2
IAQ20A
quantity unit
VA_AMT_COMBINED3
IAQ20B
code one
ENTER COMBINED SP AND SPOUSE/PARTNER VA AMOUNT
SHOW CARD IA9
Please look at this card and tell me which is closest.
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $1,000
(2) $1,000 TO LESS THAN $1,400
(3) $1,400 TO LESS THAN $1,800
(4) $1,800 TO LESS THAN $2,200
(5) $2,200 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ5
(-8) IAQ20B
(-9) IAQ20B
BOX IAQ5
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Code list
Routing
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ4A
(-8) IAQ21B
(-9) IAQ21B
(1) LESS THAN $500
(2) $500 TO LESS THAN $700
(3) $700 TO LESS THAN $900
(4) $900 TO LESS THAN $1,100
(5) $1,100 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ4A
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ5
(-8) IAQ22B
(-9) IAQ22B
(1) LESS THAN $500
(2) $500 TO LESS THAN $700
(3) $700 TO LESS THAN $900
(4) $900 TO LESS THAN $1,100
(5) $1,100 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ5
What was the amount of [your/(SP)’s] most recent monthly Veteran’s Administration payment (for the month of
[CURRENT MONTH – 1])?
VA_SP_AMT1
IAQ21A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SP VA AMOUNT
VA_SP_AMT2
IAQ21B
code one
BOX IAQ4A
routing
SHOW CARD IA10
Please look at this card and tell me which is closest.
If IAQ20 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ22A.
Otherwise, go to BOX IAQ5.
What was the amount of [your/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)’s] most
recent monthly Veteran’s Administration payment (for the month of [CURRENT MONTH – 1])?
VA_SPOUSE_AMT1
IAQ22A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE/PARTNER VA AMOUNT
VA_SPOUSE_AMT2
IAQ22B
BOX IAQ5
code one
SHOW CARD IA10
Please look at this card and tell me which is closest.
routing
If IAQ6 = 1 (SP RECEIVED PENSION PLAN) and 2 (SPOUSE RECEIVED PENSION PLAN), go to IAQ23.
Else if IAQ6 = 1 (SP RECEIVED PENSION PLAN), go to IAQ24A.
Else if IAQ6 = 2 (SPOUSE RECEIVED PENSION PLAN), go to IAQ25A.
Otherwise, go to BOX IAQ6.
PENSION_COMBINED1
IAQ23
code one
You told me earlier that [you/(SP)] and [({SP FIRSTNAME LASTNAME}/{SPOUSE FIRSTNAME
LASTNAME}/{PARTNER FIRSTNAME LASTNAME}] have job-related pension plans. In all, how much was received
from these pension plans in the last month, before any federal or state taxes were taken out (for the month of
(1) ENTER COMBINED AMOUNT
[CURRENT MONTH – 1])?
(2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
IF NEEDED: We don’t need an exact dollar amount.
(-9) REFUSED
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
PENSION_COMBINED2
IAQ23A
quantity unit
ENTER COMBINED SP AND SPOUSE/PARTNER PENSION PLAN AMOUNT
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ23A
(2) IAQ24A
(-8) IAQ23B
(-9) IAQ23B
(1) BOX IAQ6
(-8) IAQ23B
(-9) IAQ23B
2019 MCBS Community Questionnaire
Variable Name
PENSION_COMBINED3
MR Screen Name
IAQ23B
IAQ - INCOME AND ASSETS
Question type
code one
Question text/description
SHOW CARD IA11
Please look at this card and tell me which is closest.
Code list
Routing
(1) LESS THAN $600
(2) $600 TO LESS THAN $1,300
(3) $1,300 TO LESS THAN $2,100
(4) $2,100 TO LESS THAN $5,900
(5) $5,900 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ6
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ5A
(-8) IAQ24B
(-9) IAQ24B
(1) LESS THAN $400
(2) $400 TO LESS THAN $900
(3) $900 TO LESS THAN $1,600
(4) $1,600 TO LESS THAN $3,800
(5) $3,800 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ5A
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ6
(-8) IAQ25B
(-9) IAQ25B
(1) LESS THAN $400
(2) $400 TO LESS THAN $900
(3) $900 TO LESS THAN $1,600
(4) $1,600 TO LESS THAN $3,800
(5) $3,800 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ6
[You told me earlier that (you have/{SP} has) a job-related pension plan.] In all, how much was received from
[(your/{SP}'s) job-related/this] pension plan in the last month, before any federal or state taxes were taken out (for the
month of [CURRENT MONTH – 1])?
PENSION_SP_AMT1
IAQ24A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SP PENSION PLAN AMOUNT
PENSION_SP_AMT2
IAQ24B
code one
BOX IAQ5A
routing
SHOW CARD IA12
Please look at this card and tell me which is closest.
If IAQ23 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ25A.
Otherwise, go to BOX IAQ6.
[You told me earlier that (you have/{(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)
has}) a job-related pension plan.] In all, how much was received from [(your/{SPOUSE FIRSTNAME
LASTNAME}'s/{PARTNER FIRSTNAME LASTNAME}'s job-related)/this] pension plan in the last month, before any
federal or state taxes were taken out (for the month of [CURRENT MONTH – 1])?
PENSION_SPOUSE_AMT1
IAQ25A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE/PARTNER PENSION PLAN AMOUNT
PENSION_SPOUSE_AMT2
IAQ25B
BOX IAQ6
code one
routing
SHOW CARD IA12
Please look at this card and tell me which is closest.
If IAQ7 = 1 (SP HAS RETIREMENT ACCT) and 2 (SPOUSE HAS RETIREMENT ACCT), go to IAQ26.
Else if IAQ7 = 1 (SP HAS RETIREMENT ACCT), go to IAQ27A.
Else if IAQ7 = 2 (SPOUSE HAS RETIREMENT ACCT), go to IAQ28A.
Otherwise, go to BOX IAQ9.
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
This next question is a bit different. You mentioned that [you/(SP)] and [(SP FIRSTNAME LASTNAME)/(SPOUSE
FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] have retirement accounts. In total, about how
much is currently in all of these retirement accounts?
401K_COMBINED1
IAQ26
code one
IF NEEDED: Retirement accounts include 401K, 403B, IRA, and other retirement accounts.
IF NEEDED: We don’t need an exact dollar amount.
Code list
Routing
(1) ENTER COMBINED AMOUNT
(2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ26A
(2) IAQ27A
(-8) IAQ26B
(-9) IAQ26B
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ7
(-8) IAQ26B
(-9) IAQ26B
(1) LESS THAN $34,000
(2) $34,000 TO LESS THAN $82,000
(3) $82,000 TO LESS THAN $175,000
(4) $175,000 TO LESS THAN $413,000
(5) $413,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ7
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ6A
(-8) IAQ27B
(-9) IAQ27B
(1) LESS THAN $20,000
(2) $20,000 TO LESS THAN $47,000
(3) $47,000 TO LESS THAN $92,000
(4) $92,000 TO LESS THAN $218,000
(5) $218,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ6A
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
401K_COMBINED2
401K_COMBINED3
IAQ26A
IAQ26B
quantity unit
code one
ENTER COMBINED SP AND SPOUSE/PARTNER RETIREMENT ACCOUNT AMOUNT
SHOW CARD IA13
Please look at this card and tell me which is closest.
This next question is a bit different. You mentioned that [you have/(SP) has] retirement accounts. In total, about how
much is currently in all of these retirement accounts?
IF NEEDED: Retirement accounts include 401K, 403B, IRA and other retirement accounts.
401K_SP_AMT1
IAQ27A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SP RETIREMENT ACCOUNT AMOUNT
401K_SP_AMT2
IAQ27B
code one
BOX IAQ6A
routing
SHOW CARD IA14
Please look at this card and tell me which is closest.
If IAQ26 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ28A.
Otherwise, go to BOX IAQ7.
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Code list
Routing
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ7
(-8) IAQ28B
(-9) IAQ28B
(1) LESS THAN $20,000
(2) $20,000 TO LESS THAN $47,000
(3) $47,000 TO LESS THAN $92,000
(4) $92,000 TO LESS THAN $218,000
(5) $218,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ7
(1) ENTER COMBINED AMOUNT
(2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ29A
(2) IAQ30A
(-8) IAQ29B
(-9) IAQ29B
This next question is a bit different. You mentioned that [you have/({SPOUSE FIRSTNAME LASTNAME}/{PARTNER
FIRSTNAME LASTNAME} has)] retirement accounts. In total, about how much is currently in all of these retirement
accounts?
IF NEEDED: Retirement accounts include 401K, 403B, IRA and other retirement accounts.
401K_SPOUSE_AMT1
IAQ28A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE/PARTNER RETIREMENT ACCOUNT AMOUNT
401K_SPOUSE_AMT2
IAQ28B
BOX IAQ7
code one
routing
SHOW CARD IA14
Please look at this card and tell me which is closest.
If IAQ7 = 1 (SP HAS RETIREMENT ACCT) and 2 (SPOUSE HAS RETIREMENT ACCT), go to IAQ29.
Else if IAQ7 = 1 (SP HAS RETIREMENT ACCT), go to IAQ30A.
Else if IAQ7 = 2 (SPOUSE HAS RETIREMENT ACCT), go to IAQ31A.
Otherwise, go to BOX IAQ8.
Last month, how much altogether did [you/(SP)] and [(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] receive or withdraw from all of these retirement accounts (for
the month of [CURRENT MONTH – 1])?
RECIEVE_COMBINED1
IAQ29
code one
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
RECIEVE_COMBINED2
RECIEVE_COMBINED3
IAQ29A
IAQ29B
quantity unit
code one
(1) [continuous response]
ENTER COMBINED SP AND SPOUSE/PARTNER RETIREMENT ACCOUNT RECEIVED/WITHDRAWN AMOUNT (-8) DON’T KNOW
(-9) REFUSED
SHOW CARD IA15
Please look at this card and tell me which is closest.
(1) BOX IAQ8
(-8) IAQ29B
(-9) IAQ29B
(1) LESS THAN $200
(2) $200 TO LESS THAN $500
(3) $500 TO LESS THAN $1,000
(4) $1,000 TO LESS THAN $2,500
(5) $2,500 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ8
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ7A
(-8) IAQ30B
(-9) IAQ30B
Last month, how much altogether did [you/(SP)] receive or withdraw from [your/his/her] retirement accounts (for the
month of [CURRENT MONTH – 1])?
RECEIVE_SP1
IAQ30A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SP RETIREMENT ACCOUNT RECEIVED/WITHDRAWN AMOUNT
2019 MCBS Community Questionnaire
Variable Name
RECEIVE_SP2
RECEIVE_SPOUSE1
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
IAQ30B
code one
BOX IAQ7A
routing
IAQ31A
quantity unit
Question text/description
Code list
Routing
SHOW CARD IA16
Please look at this card and tell me which is closest.
(1) LESS THAN $100
(2) $100 TO LESS THAN $300
(3) $300 TO LESS THAN $700
(4) $700 TO LESS THAN $1,700
(5) $1,700 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ7A
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ8
(-8) IAQ31B
(-9) IAQ31B
(1) LESS THAN $100
(2) $100 TO LESS THAN $300
(3) $300 TO LESS THAN $700
(4) $700 TO LESS THAN $1,700
(5) $1,700 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ8
(1) ENTER COMBINED AMOUNT
(2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ32A
(2) IAQ33A
(-8) IAQ32B
(-9) IAQ32B
If IAQ29 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ31A.
Otherwise, go to BOX IAQ8.
Last month, how much altogether did [you/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME
LASTNAME)] receive or withdraw from [your/his/her] retirement accounts (for the month of [CURRENT MONTH –
1])?
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE/PARTNER RETIREMENT ACCOUNT RECEIVED/WITHDRAWN AMOUNT
RECEIVE_SPOUSE2
IAQ31B
BOX IAQ8
code one
routing
SHOW CARD IA16
Please look at this card and tell me which is closest.
If IAQ7 = 1 (SP HAS RETIREMENT ACCT) and 2 (SPOUSE HAS RETIREMENT ACCT), go to IAQ32.
Else if IAQ7 = 1 (SP HAS RETIREMENT ACCT), go to IAQ33A.
Else if IAQ7 = 2 (SPOUSE HAS RETIREMENT ACCT), go to IAQ34A.
Otherwise, go to BOX IAQ9.
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much altogether did [you/(SP)]
and [(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)]
receive or withdraw from all of these retirement accounts?
YRRECIEVE_COMBINED1
IAQ32
code one
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on
their health.
YRRECIEVE_COMBINED2
IAQ32A
quantity unit
YRRECIEVE_COMBINED3
IAQ32B
code one
YRRECEIVE_SP1
IAQ33A
quantity unit
(1) [continuous response]
ENTER COMBINED SP AND SPOUSE/PARTNER RETIREMENT ACCOUNT RECEIVED/WITHDRAWN AMOUNT (-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $2,400
(2) $2,400 TO LESS THAN $6,000
(3) $6,000 TO LESS THAN $12,000
SHOW CARD IA17
(4) $12,000 TO LESS THAN $30,000
(5) $30,000 OR MORE
Please look at this card and tell me which is closest.
(-8) DON’T KNOW
(-9) REFUSED
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much altogether did [you/(SP)]
receive or withdraw from all of [your/his/her] retirement plans?
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SP RETIREMENT ACCOUNT RECEIVED/WITHDRAWN AMOUNT
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ9
(-8) IAQ32B
(-9) IAQ32B
BOX IAQ9
(1) BOX IAQ8A
(-8) IAQ33B
(-9) IAQ33B
2019 MCBS Community Questionnaire
Variable Name
YRRECEIVE_SP2
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
IAQ33B
code one
BOX IAQ8A
routing
Question text/description
SHOW CARD IA18
Please look at this card and tell me which is closest.
If IAQ32 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ34A.
Otherwise, go to BOX IAQ9.
Code list
Routing
(1) LESS THAN $1,200
(2) $1,200 TO LESS THAN $3,600
(3) $3,600 TO LESS THAN $8,400
(4) $8,400 TO LESS THAN $20,400
(5) $20,400 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ8A
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ9
(-8) IAQ34B
(-9) IAQ34B
(1) LESS THAN $1,200
(2) $1,200 TO LESS THAN $3,600
(3) $3,600 TO LESS THAN $8,400
(4) $8,400 TO LESS THAN $20,400
(5) $20,400 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ9
(1) ENTER COMBINED AMOUNT
(2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ35A
(2) IAQ36A
(-8) IAQ35B
(-9) IAQ35B
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ10
(-8) BOX IAQ9A
(-9) BOX IAQ9A
(1) LESS THAN $9,000
(2) $9,000 TO LESS THAN $18,000
(3) $18,000 TO LESS THAN $93,000
(4) $93,000 TO LESS THAN $350,000
(5) $350,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ10
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much altogether did
[you/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] receive or withdraw from all of
[your/his/her] retirement plans?
YRRECEIVE_SPOUSE1
IAQ34A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE/PARTNER RETIREMENT ACCOUNT RECEIVED/WITHDRAWN AMOUNT
YRRECEIVE_SPOUSE2
IAQ34B
BOX IAQ9
code one
routing
SHOW CARD IA18
Please look at this card and tell me which is closest.
If [IAQ8 = 1 (SP MUTUAL FUNDS) and IAQ8 = 2 (SPOUSE MUTUAL FUNDS)] or IAQ8 = 3 (JOINT MUTUAL
FUNDS) or [IAQ9 = 1 (SP BONDS) and IAQ9 = 2 (SPOUSE BONDS)] or IAQ9 = 3 (JOINT BONDS), go to IAQ35.
Else if IAQ8 = 1 (SP MUTUAL FUNDS) or IAQ9 = 1 (SP BONDS), go to IAQ36A.
Else if IAQ8 = 2 (SPOUSE MUTUAL FUNDS) or IAQ9 = 2 (SPOUSE BONDS), go to IAQ37A.
Otherwise, go to BOX IAQ10.
You told me earlier that [you/(SP)] and [(SP FIRSTNAME LASTNAME)/(SPOUSE/PARTNER FIRSTNAME
LASTNAME)] own [mutual funds or stocks] [government, corporate, or other bonds] that are not part of retirement
accounts. About how much are these worth?
OTHER_COMBINED1
IAQ35
code one
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
OTHER_COMBINED2
OTHER_COMBINED3
IAQ35A
IAQ35B
BOX IAQ9A
quantity unit
code one
routing
ENTER COMBINED SP AND SPOUSE’S/PARTNER'S MUTUAL FUNDS/STOCKS/BONDS AMOUNT
SHOW CARD IA19
Please look at this card and tell me which is closest.
If [IAQ8 = 1 (SP MUTUAL FUNDS) and IAQ8 = 2 (SPOUSE MUTUAL FUNDS)] or IAQ8= 3 (JOINT MUTUAL
FUNDS), go to IAQ35B.
Otherwise, go to IAQ35C.
2019 MCBS Community Questionnaire
Variable Name
OTHER_COMBINED4
MR Screen Name
IAQ35C
IAQ - INCOME AND ASSETS
Question type
code one
Question text/description
SHOW CARD IA20
Please look at this card and tell me which is closest.
You told me earlier that [you own/(SP) owns] [mutual funds or stocks] [government, corporate, or other bonds] that
are not part of retirement accounts. About how much are these worth?
OTHER_SP1
IAQ36A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
Code list
Routing
(1) LESS THAN $600
(2) $600 TO LESS THAN $5,000
(3) $5,000 TO LESS THAN $16,000
(4) $16,000 TO LESS THAN $62,000
(5) $62,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ10
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ9C
(-8) BOX IAQ9B
(-9) BOX IAQ9B
(1) LESS THAN $8,000
(2) $8,000 TO LESS THAN $62,000
(3) $62,000 TO LESS THAN $192,000
(4) $192,000 TO LESS THAN $213,000
(5) $213,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ9C
(1) LESS THAN $300
(2) $300 TO LESS THAN $2,500
(3) $2,500 TO LESS THAN $8,000
(4) $8,000 TO LESS THAN $37,000
(5) $37,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ9C
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ10
(-8) BOX IAQ9D
(-9) BOX IAQ9D
ENTER SP MUTUAL FUNDS/STOCKS/BONDS AMOUNT
BOX IAQ9B
OTHER_SP2
OTHER_SP3
IAQ36B
routing
code one
IAQ36C
code one
BOX IAQ9C
routing
If IAQ8 = 1 (SP MUTUAL FUNDS), go to IAQ36B.
Otherwise, go to IAQ36C.
SHOW CARD IA21
Please look at this card and tell me which is closest.
SHOW CARD IA22
Please look at this card and tell me which is closest.
If IAQ8 = 2 (SPOUSE MUTUAL FUNDS) or IAQ9 = 2 (SPOUSE BONDS), go to IAQ37A.
Otherwise, go to BOX IAQ10.
You told me earlier that [you own/(SPOUSE FIRSTNAME LASTNAME) owns/(PARTNER FIRSTNAME LASTNAME)
owns] [mutual funds or stocks] [government, corporate, or other bonds] that are not part of retirement accounts.
About how much are these worth?
OTHER_SPOUSE1
IAQ37A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE’S/PARTNER’S MUTUAL FUNDS/STOCKS/BONDS AMOUNT
BOX IAQ9D
routing
If IAQ8 = 2 (SPOUSE MUTUAL FUNDS), go to IAQ37B.
Otherwise, go to IA37C
2019 MCBS Community Questionnaire
Variable Name
OTHER_SPOUSE2
OTHER_SPOUSE3
MR Screen Name
IAQ37B
IAQ37C
BOX IAQ10
IAQ - INCOME AND ASSETS
Question type
code one
code one
routing
Question text/description
SHOW CARD IA21
Please look at this card and tell me which is closest.
SHOW CARD IA22
Please look at this card and tell me which is closest.
Code list
Routing
(1) LESS THAN $8,000
(2) $8,000 TO LESS THAN $62,000
(3) $62,000 TO LESS THAN $192,000
(4) $192,000 TO LESS THAN $213,000
(5) $213,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ10
(1) LESS THAN $300
(2) $300 TO LESS THAN $2,500
(3) $2,500 TO LESS THAN $8,000
(4) $8,000 TO LESS THAN $37,000
(5) $37,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ10
If [IAQ10 = 1 (SP CHECKING) and IAQ10 = 2 (SPOUSE CHECKING)] or [IAQ10 = 3 (JOINT CHECKING) or [IAQ11
= 1 (SP SAVINGS) and IAQ11 = 2 (SPOUSE SAVINGS)] or IAQ11 = 3 (JOINT SAVINGS), or [IAQ12 = 1 (SP CDS)
and IAQ12= 2 (SPOUSE CDS)] or IAQ12 = 3 (JOINT CDS), go to IAQ38.
Else if IAQ10 = 1 (SP CHECKING) or IAQ11 = 1 (SP SAVINGS) or IAQ13 = 1 (SP CDS), go to IAQ39A.
Else if IAQ10 = 2 (SPOUSE CHECKING) or IAQ11 = 2 (SPOUSE SAVINGS) or IAQ13 = 2 (SPOUSE CDS), go to
IAQ40A.
Otherwise, go to BOX IAQ11.
You told me earlier that [you/(SP)] and [(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] have [checking accounts] [savings or money market accounts]
[certificates of deposit or CDs].
ACCTS_COMBINED1
IAQ38
code one
(1) ENTER COMBINED AMOUNT
If you added up all of these accounts, about how much were they worth early last month (meaning in the beginning of (2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
[CURRENT MONTH – 1])?
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
(1) IAQ38A
(2) IAQ39A
(-8) IAQ38B
(-9) IAQ38B
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ACCTS_COMBINED2
IAQ38A
quantity unit
ENTER COMBINED SP AND SPOUSE'S/PARTNER'S ACCOUNTS TOTAL AMOUNT
BOX IAQ10A
routing
If IAQ12 = [1 (SP CDs) and 2 (SPOUSE CDs)] or 3 (JOINT CDs), go to IAQ38B.
Otherwise, go to IAQ38C.
SHOW CARD IA23
ACCTS_SEPARATE1
IAQ38B
code one
Please look at this card and tell me which is closest.
SHOW CARD IA24
ACCTS_SEPARATE2
IAQ38C
code one
Please look at this card and tell me which is closest.
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ11
(-8) BOX IAQ10A
(-9) BOX IAQ10A
(1) LESS THAN $11,000
(2) $11,000 TO LESS THAN $25,000
(3) $25,000 TO LESS THAN $50,000
(4) $50,000 TO LESS THAN $108,000
(5) $108,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ11
(1) LESS THAN $2,000
(2) $2,000 TO LESS THAN $7,000
(3) $7,000 TO LESS THAN $17,000
(4) $17,000 TO LESS THAN $57,000
(5) $57,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ11
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Code list
Routing
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ10C
(-8) BOX IAQ10B
(-9) BOX IAQ10B
(1) LESS THAN $8,000
(2) $8,000 TO LESS THAN $13,000
(3) $13,000 TO LESS THAN $28,000
(4) $28,000 TO LESS THAN $54,000
(5) $54,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ10C
(1) LESS THAN $500
(2) $500 TO LESS THAN $1,900
(3) $1,900 TO LESS THAN $5,000
(4) $5,000 TO LESS THAN $20,000
(5) $20,000 OR MORE
(-8) DON'T KNOW
(-9) REFUSED
BOX IAQ10C
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ11
(-8) BOX IAQ10D
(-9) BOX IAQ10D
You told me earlier that [you have/(SP) has] [a checking account] [a savings or money market account] [certificates
of deposit or CDs].
If you added up all of these accounts, about how much were they worth early last month (meaning in the beginning of
[CURRENT MONTH – 1])?
ACCTS_SP1
IAQ39A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SP ACCOUNTS TOTAL AMOUNT
BOX IAQ10B
ACCTS_SP2
ACCTS_SP3
IAQ39B
routing
code one
IAQ39C
code one
BOX IAQ10C
routing
If IAQ12 = 1 (SP CDs), go to IAQ39b.
Otherwise, go to IAQ39c.
SHOW CARD IA25
Please look at this card and tell me which is closest.
SHOW CARD IA26
Please look at this card and tell me which is closest.
If IAQ10 = 2 (SPOUSE CHECKING) or IAQ11 = 2 (SPOUSE SAVINGS) or IAQ12 = 2 (SPOUSE CDS), go to
IAQ40A.
Otherwise, go to BOX IAQ11.
You told me earlier that [you have/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME) has]
[a checking account] [a savings or money market account] [certificates of deposit or CDs].
If you added up all of these accounts, about how much were they worth early last month (meaning in the beginning of
[CURRENT MONTH – 1])?
ACCTS_SPOUSE1
IAQ40A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE/PARTNER ACCOUNTS TOTAL AMOUNT
BOX IAQ10D
routing
If IAQ12 = 2 (SPOUSE CDS), go to IAQ40b.
Otherwise, go to IAQ40c.
2019 MCBS Community Questionnaire
Variable Name
ACCTS_SPOUSE2
ACCTS_SPOUSE3
MR Screen Name
IAQ40B
IAQ40C
BOX IAQ11
INTEREST_COMBINED1
IAQ41
IAQ - INCOME AND ASSETS
Question type
code one
code one
routing
code one
Question text/description
SHOW CARD IA25
Please look at this card and tell me which is closest.
SHOW CARD IA26
Please look at this card and tell me which is closest.
INTEREST_COMBINED3
IAQ41A
IAQ41B
quantity unit
code one
Routing
(1) LESS THAN $8,000
(2) $8,000 TO LESS THAN $13,000
(3) $13,000 TO LESS THAN $28,000
(4) $28,000 TO LESS THAN $54,000
(5) $54,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ11
(1) LESS THAN $500
(2) $500 TO LESS THAN $1,900
(3) $1,900 TO LESS THAN $5,000
(4) $5,000 TO LESS THAN $20,000
(5) $20,000 OR MORE
(-8) DON'T KNOW
(-9) REFUSED
BOX IAQ11
(1) ENTER COMBINED AMOUNT
(2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ41A
(2) IAQ42A
(-8) IAQ41B
(-9) IAQ41B
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ12
(-8) IAQ41B
(-9) IAQ41B
(1) LESS THAN $200
(2) $200 TO LESS THAN $1,000
(3) $1,000 TO LESS THAN $4,000
(4) $4,000 TO LESS THAN $16,000
(5) $16,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ12
If [IAQ8 = 1 (SP MUTUAL FUNDS) and IAQ8 = 2 (SPOUSE MUTUAL FUNDS)] or IAQ8 = 3 (JOINT MUTUAL
FUNDS) or
[IAQ9 = 1 (SP BONDS) and IAQ9 = 2 (SPOUSE BONDS)] or IAQ9 = 3 (JOINT BONDS), or
[IAQ10 = 1 (SP CHECKING) and IAQ10 = 2 (SPOUSE CHECKING)] or IAQ10 = 3 (JOINT CHECKING) or
[IAQ11 = 1 (SP SAVINGS) and IAQ11 = 2 (SPOUSE SAVINGS)] or IAQ11 = 3 (JOINT SAVINGS), or
[IAQ12 = 1 (SP CDS) and IAQ12= 2 (SPOUSE CDS)] or IAQ12 = 3 (JOINT CDS), go to IAQ41.
Else if IAQ8 = 1 (SP MUTUAL FUNDS) or IAQ9 = 1 (SP BONDS) or IAQ10 = 1 (SP CHECKING) or IAQ11 = 1 (SP
SAVINGS) or IAQ12 = 1 (SP CDS), go to IAQ42A.
Else if IAQ8 = 2 (SPOUSE MUTUAL FUNDS) or IAQ9 = 2 (SPOUSE BONDS) or IAQ10 = 2 (SPOUSE CHECKING)
or
IAQ11 = 2 (SPOUSE SAVINGS) or IAQ12 = 2 (SPOUSE CDS), go to IAQ43A.
Otherwise, go to BOX IAQ12.
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much interest and dividend
income did [you/(SP)] and [(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
FIRSTNAME LASTNAME)] have altogether from [mutual funds or stocks] [government, corporate, or other bonds]
[bank accounts or CDs]?
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
INTEREST_COMBINED2
Code list
ENTER SP AND SPOUSE’S/PARTNER’S INTEREST AND DIVIDEND INCOME AMOUNT
SHOW CARD IA27
Please look at this card and tell me which is closest.
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Code list
Routing
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ11A
(-8) IAQ42B
(-9) IAQ42B
(1) LESS THAN $400
(2) $400 TO LESS THAN $1,000
(3) $1,000 TO LESS THAN $2,000
(4) $2,000 TO LESS THAN $11,000
(5) $11,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ11A
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ12
(-8) IAQ43B
(-9) IAQ43B
(1) LESS THAN $400
(2) $400 TO LESS THAN $1,000
(3) $1,000 TO LESS THAN $2,000
(4) $2,000 TO LESS THAN $11,000
(5) $11,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ12
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much interest and dividend
income did [you/(SP)] have altogether from [mutual funds or stocks] [bonds] [bank accounts or CDs]?
INTEREST_SP1
IAQ42A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SP INTEREST AND DIVIDEND INCOME AMOUNT
INTEREST_SP2
INTEREST_SPOUSE1
IAQ42B
code one
BOX IAQ11A
routing
IAQ43A
quantity unit
SHOW CARD IA28
Please look at this card and tell me which is closest.
If IAQ8 = 2 (SPOUSE MUTUAL FUNDS) or IAQ9 = 2 (SPOUSE BONDS) or IAQ10 = 2 (SPOUSE CHECKING) or
IAQ11 = 2 (SPOUSE SAVINGS) or IAQ12 = 2 (SPOUSE CDS), go to IAQ43A.
Otherwise, go to BOX IAQ12.
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much interest and dividend
income did [you/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] have altogether from
[mutual funds or stocks] [bonds] [bank accounts or CDs]?
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE/PARTNER INTEREST AND DIVIDEND INCOME AMOUNT
INTEREST_SPOUSE2
IAQ43B
BOX IAQ12
code one
SHOW CARD IA28
Please look at this card and tell me which is closest.
routing
If [IAQ13 = 1 (SP BUSINESS/FARM/REAL ESTATE) and IAQ13 = 2 (SPOUSE BUSINESS/FARM/REAL ESTATE)]
or IAQ13 =3 (JOINT BUSINESS/FARM/REAL ESTATE), go to IAQ44.
Else if IAQ13 = 1 (SP BUSINESS/FARM/REAL ESTATE), go to IAQ45A.
Else if IAQ13 = 2 (SPOUSE BUSINESS/FARM/REAL ESTATE), go to IAQ46A.
Otherwise, go to BOX IAQ13.
LAND_COMBINED1
IAQ44
code one
You told me earlier that [you/(SP)] and [(SP FIRSTNAME LASTNAMe)/(SPOUSE FIRSTNAME
LASTNAME)/PARTNER FIRSTNAME LASTNAME] have a business, a farm, or real estate [other than (SP)’s home].
(1) ENTER COMBINED AMOUNT
If that were sold today and any debts on it were paid off, about how much would it bring?
(2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
SEPARATELY
IF NEEDED: We don’t need an exact dollar amount.
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
LAND_COMBINED2
IAQ44A
quantity unit
ENTER SP AND SPOUSE/PARTNER BUSINESS/FARM/REAL ESTATE COMBINED AMOUNT
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ44A
(2) IAQ45A
(-8) IAQ44B
(-9) IAQ44B
(1) BOX IAQ13
(-8) IAQ44B
(-9) IAQ44B
2019 MCBS Community Questionnaire
Variable Name
LAND_COMBINED3
MR Screen Name
IAQ44B
IAQ - INCOME AND ASSETS
Question type
code one
Question text/description
SHOW CARD IA29
Please look at this card and tell me which is closest.
Code list
Routing
(1) LESS THAN $30,000
(2) $30,000 TO LESS THAN $101,000
(3) $101,000 TO LESS THAN $247,000
(4) $247,000 TO LESS THAN $703,000
(5) $703,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ13
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ12A
(-8) IAQ45B
(-9) IAQ45B
(1) LESS THAN $18,000
(2) $18,000 TO LESS THAN $68,000
(3) $68,000 TO LESS THAN $122,000
(4) $122,000 TO LESS THAN $293,000
(5) $293,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ12A
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ13
(-8) IAQ46B
(-9) IAQ46B
(1) LESS THAN $18,000
(2) $18,000 TO LESS THAN $68,000
(3) $68,000 TO LESS THAN $122,000
(4) $122,000 TO LESS THAN $293,000
(5) $293,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ13
You told me earlier that [you have/(SP) has] a business, a farm, or real estate [other than (SP)’s home]. If that were
sold today and any debts on it were paid off, about how much would it bring?
LAND_SP1
IAQ45A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SP BUSINESS/FARM/REAL ESTATE AMOUNT
LAND_SP2
IAQ45B
code one
BOX IAQ12A
routing
LAND_SPOUSE1
quantity unit
SHOW CARD IA30
Please look at this card and tell me which is closest.
If IAQ13 = 2 (SPOUSE BUSINESS/FARM/REAL ESTATE), go to IAQ46A.
Otherwise, go to BOX IAQ13.
You told me earlier that [you have/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME) has]
a business, a farm, or real estate [other than (SP)’s home]. If that were sold today and any debts on it were paid off,
about how much would it bring?
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE/PARTNER BUSINESS/FARM/REAL ESTATE AMOUNT
LAND_SPOUSE2
IAQ46B
BOX IAQ13
INCOME_COMBINED1
IAQ47
code one
SHOW CARD IA30
Please look at this card and tell me which is closest.
routing
If [IAQ13 = 1 (SP BUSINESS/FARM/REAL ESTATE) and IAQ13 = 2 (SPOUSE BUSINESS/FARM/REAL ESTATE)]
or IAQ13 = 3 (JOINT BUSINESS/FARM/REAL ESTATE), go to IAQ47.
Else if IAQ13 = 1 (SP BUSINESS/FARM/REAL ESTATE), go to IAQ48A.
Else if IAQ13 = 2 (SPOUSE BUSINESS/FARM/REAL ESTATE), go to IAQ49A.
Otherwise, go to IAQ50.
code one
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much income did [you/(SP)] and
[(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)]
(1) ENTER COMBINED AMOUNT
receive from these businesses or property before any federal or state taxes were taken out?
(2) ENTER SP AND SPOUSE/PARTNER AMOUNTS
SEPARATELY
IF NEEDED: We don’t need an exact dollar amount.
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
(1) IAQ47A
(2) IAQ48A
(-8) IAQ47B
(-9) IAQ47B
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
INCOME_COMBINED2
IAQ47A
quantity unit
INCOME_COMBINED3
IAQ47B
code one
Question text/description
ENTER SP AND SPOUSE/PARTNER FROM BUSINESS/FARM/REAL ESTATE COMBINED AMOUNT
SHOW CARD IA31
Please look at this card and tell me which is closest.
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much income did [you/(SP)]
receive from these businesses or property before any federal or state taxes were taken out?
INCOME_SP1
IAQ48A
quantity unit
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SP BUSINESS/FARM/REAL ESTATE AMOUNT
INCOME_SP2
INCOME_SPOUSE1
IAQ48B
code one
BOX IAQ13A
routing
IAQ49A
quantity unit
SHOW CARD IA32
Please look at this card and tell me which is closest.
If IAQ3 = 2 (SPOUSE BUSINESS/FARM/REAL ESTATE), go to IAQ49A.
Otherwise, go to IAQ50.
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much income did
[you/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] receive from these businesses or
property before any federal or state taxes were taken out?
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER SPOUSE/PARTNER BUSINESS/FARM/REAL ESTATE AMOUNT
INCOME_SPOUSE2
IAQ49B
code one
SHOW CARD IA32
Please look at this card and tell me which is closest.
Code list
Routing
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $3,600
(2) $3,600 TO LESS THAN $12,000
(3) $12,000 TO LESS THAN $25,000
(4) $25,000 TO LESS THAN $64,000
(5) $64,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ50
(-8) IAQ47B
(-9) IAQ47B
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX IAQ13A
(-8) IAQ48B
(-9) IAQ48B
(1) LESS THAN $3,600
(2) $3,600 TO LESS THAN $7,200
(3)$7,200 TO LESS THAN $14,000
(4) $14,000 TO LESS THAN $38,000
(5) $38,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ13A
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ50
(-8) IAQ49B
(-9) IAQ49B
(1) LESS THAN $3,600
(2) $3,600 TO LESS THAN $7,200
(3)$7,200 TO LESS THAN $14,000
(4) $14,000 TO LESS THAN $38,000
(5) $38,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
IAQ50
IAQ50
2019 MCBS Community Questionnaire
Variable Name
MR Screen Name
IAQ - INCOME AND ASSETS
Question type
Question text/description
Code list
Routing
Now I want to ask about [your/(SP)’s] [and (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)’s] total income for last year, that is, for the calendar year ending
in December [CURRENT YEAR - 1], before any federal or state taxes were taken out.
Now think about that total income from:
[Social Security or Railroad Retirement] [Supplemental Security Income] [the Veteran’s Administration] [a pension
plan] [any retirement accounts] [mutual funds or stocks] [bonds] [bank accounts] [CDs] [business, farm or real estate]
[jobs] and from any other sources.
TOTAL_COMBINED1
IAQ50
quantity unit
How much was [your/(SP)’s] [and (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
(1) [continuous response]
FIRSTNAME LASTNAME)'s] total income before taxes for last year (this is, for the 12 months ending in December
(-8) DON’T KNOW
[CURRENT YEAR - 1])?
(-9) REFUSED
(1) BOX IAQ13B
(-8) BOX IAQ14
(-9) BOX IAQ14
IF NEEDED: We don’t need an exact dollar amount – the nearest $1,000 is fine.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know this to understand how
people manage financially as they age and what effect this might have on their health.
ENTER TOTAL INCOME FOR LAST YEAR.
DO NOT INCLUDE LUMP SUM PAYMENTS RECEIVED FROM AN INHERITANCE, A TRUST FUND, AN
INSURANCE SETTLEMENT, A PENSION SETTLEMENT, OR A GIFT.
TOTAL_COMBINED2
TOTAL_SP1
BOX IAQ13B
routing
BOX IAQ14
routing
IAQ51A
IAQ51B
code one
code one
If SPAISTATUS = 3 (Deceased in Community) or 4 (Deceased in Institution), go to BOX ENDIAQ.
Otherwise, go to IAQ52-LUMP.
If SP has a spouse or partner who is living in the household (ROSTREL=2 or 65, HHFLAG=1), go to IAQ51A.
Otherwise, go to IAQ51B.
SHOW CARD IA33
Please look at this card and tell me which is closest.
SHOW CARD IA34
Please look at this card and tell me which is closest.
(01) A. Less than $5,000
(02) B. $5,000 - less than $10,000
(03) C. $10,000 - less than $15,000
(04) D. $15,000 - less than $20,000
(05) E. $20,000 - less than $25,000
(06) F. $25,000 - less than $30,000
(07) G. $30,000 - less than $40,000
(08) H. $40,000 - less than $50,000
(09) I. $50,000 - less than $66,000
(10) J. $66,000 - less than $109,000
(11) K. $109,000 or more
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ15
(01) A. Less than $5,000
(02) B. $5,000 - less than $10,000
(03) C. $10,000 - less than $15,000
(04) D. $15,000 - less than $20,000
(05) E. $20,000 - less than $25,000
(06) F. $25,000 - less than $30,000
(07) G. $30,000 - less than $40,000
(08) H. $40,000 - less than $50,000
(09) I. $50,000 - less than $66,000
(10) J. $66,000 - less than $109,000
(11) K. $109,000 or more
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ15
2019 MCBS Community Questionnaire
Variable Name
IAQ - INCOME AND ASSETS
MR Screen Name
Question type
Question text/description
BOX IAQ15
routing
If SPAISTATUS = 3 (Deceased in Community) or 4 (Deceased in Institution), go to BOX ENDIAQ.
Otherwise, go to IAQ52-LUMP.
SHOWCARD IA35
LUMP
IAQ52
code one
People sometimes receive large amounts of money or property in the form of an inheritance, a trust fund, an
insurance settlement, and so on. Now thinking about last year, that is, the calendar year ending in December
[CURRENT YEAR - 1], [have you/has (SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] received money or property in the form of an inheritance, a
trust fund, an insurance settlement, a pension settlement, a gift, or a lawsuit?
SHOWCARD IA35
LUMPFORM
IAQ52A
code one
What was the largest lump sum [you/(SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] received - was it from an inheritance, a trust, an insurance
settlement, a pension settlement, a gift, a lawsuit, or what?
LUMP_OTH
IAQ52A
verbatim text
OTHER (SPECIFY)
LUMP_SUM1
IAQ52B
quantity unit
LUMP_SUM2
IAQ52C
code one
CO1
yes/no
Routing
(1) YES, SP OR SPOUSE/PARTNER RECEIVED
PAYMENT FROM SOURCE
(2) NO PAYMENT RECEIVED FROM THIS SOURCE
(-8) DON’T KNOW
(-9) REFUSED
(1) IAQ52A - LUMPFORM
(2) CO1 - OWNCAR
(-8) CO1 - OWNCAR
(-9) CO1 - OWNCAR
(1) INSURANCE SETTLEMENT
(2) PENSION SETTLEMENT
(3) INHERITANCE (OR TRUST)
(4) GIFT
(5) LAWSUIT
(91) OTHER (SPECIFY)
(-8) DON'T KNOW
(-9) REFUSED
(1) IAQ52B - LUMP_SUM1
(2) IAQ52B - LUMP_SUM1
(3) IAQ52B - LUMP_SUM1
(4) IAQ52B - LUMP_SUM1
(5) IAQ52B - LUMP_SUM1
(91) IAQ52A - LUMP_OTH
(-8) IAQ52B - LUMP_SUM1
(-9) IAQ52B - LUMP_SUM1
(1) [continuous response]
(-8) DON'T KNOW
(-9) REFUSED
IAQ52B - LUMP_SUM1
About how much did [you/(SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
(1) [continuous response]
FIRSTNAME LASTNAME)] receive from the [insurance settlement/pension settlement/inheritance or
(-8) DON’T KNOW
trust/gift/lawsuit/(OTHER)]?
(-9) REFUSED
DO NOT PROBE.
(1) LESS THAN $50K
Did it amount to less than $50,000, more than $50,000, or what?
(2) ABOUT $50K
(3) MORE THAN $50K
DO NOT PROBE.
(-8) DON'T KNOW
(-9) REFUSED
Now, I would like to change topics and talk about automobiles [you own/(SP) owns] [or (your/his/her)
(husband/wife/partner) owns].
OWNCAR
Code list
[Do you/Does (SP)] [or (your/his/her) (husband/wife/partner)] own any cars, trucks, or vans?
IF NEEDED: Do not include recreational vehicles, such as motorcycles, trailers, motor homes, boats, or airplanes.
(1) CO1 - OWNCAR
(-8) IAQ52C - LUMP_SUM2
(-9) IAQ52C - LUMP_SUM2
CO1 - OWNCAR
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
(1) CO2
(2) FSINTRO1
(-8) FSINTRO1
(-9) FSINTRO1
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) BOX CO2
(-8) FSINTRO1
(-9) FSINTRO1
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) FSINTRO1
(-8) CO3A
(-9) CO3A
(1) LESS THAN $2,500
(2) $2,500 TO LESS THAN $5,000
(3) $5,000 TO LESS THAN $7,500
(4) $7,500 TO LESS THAN $10,000
(5) $10,000 TO LESS THAN $20,000
(6) $20,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
FSINTRO1
How many vehicles [do you/does (SP)] [or (your/his/her) (husband/wife/partner)] own?
NUMCAR
CO2
quantity unit
ENTER NUMBER OF VEHICLES
[IF NEEDED: Do not include leased cars.]
PVCAR1
BOX CO2
routing
CO3
quantity unit
If CO2 < 2, go to FSINTRO1.
Otherwise, go to CO3 - PVCAR1.
Altogether, what is their present value, that is, about how much would they bring if [you/(SP)] sold them on today’s
market?
ENTER DOLLAR AMOUNT
PVCAR2
CO3A
code one
SHOW CARD IA36
Please look at this card and tell me which is closest.
2019 MCBS Community Questionnaire
Variable Name
FSINTRO1
MR Screen Name
FSINTRO1
IAQ - INCOME AND ASSETS
Question type
Question text/description
no entry
These next questions are about the food eaten in [your/(SP)'s] household in the last 12 months, since [current month]
of last year and whether [you were/he was/she was/they were] able to afford the food [you need/he needs/she
needs/they need].
Code list
Routing
FS1
| File Type | application/pdf |
| Author | Shena Patel |
| File Modified | 2019-03-21 |
| File Created | 2019-03-21 |