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pdfAssets (AS) Section
Beta
AS01
Help Enabled
Comment Enabled
Jump Back Enabled
Savings and investments are an important part of family finances. In these
next questions, we are going to be asking about a number of different kinds of
savings or investments the members of this family may have.
PRESS ENTER OR SELECT NEXT PAGE TO CONTINUE.
AS02
Help Enabled (AS02Help)
Variable Name
HOME.OWNHOME
Comment Enabled
Jump Back Enabled
Label
DOES ANYONE IN THE FAMILY OWN THIS HOME
Size
2
Does anyone in the family own this home?
YES
1
{AS03}
NO
2
{AS16}
----------------------------------------------------------------------------------------------------------------------------------
Refused
RF
{AS16}
Don't Know
DK
{AS16}
HELP AVAILABLE FOR DEFINITION OF ‘OWN THIS HOME’.
1
Assets (AS) Section
Beta
AS03
Help Enabled
Comment Enabled
Jump Back Enabled
Variable Name
ASET.ASETID
ASET ID KEY: HOMEID + COUNTER(2)
Label
Size
10
ASET.ASETRURN
ASET.CREATEQ
ROUND STAMP: RU LETTER + ROUND NUMBER
CREATION STAMP
2
4
ASET.ASSETTYP
OWNR.OWNRID
TYPE OF ASSET
OWNR ID KEY: ASETID + PID
2
13
OWNR.OWNRRURN
ROUND STAMP: RU LETTER + ROUND NUMBER
2
OWNR.CREATEQ
CREATION STAMP
4
Who in the family owns this home?
PROBE: Does anyone else in the family own this home?
CHECK ALL THAT APPLY.
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
{AS04}
DISPLAY INSTRUCTIONS:
DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ AS THE LAST
TWO ENTRIES ON THE ROSTER.
Roster Details
Title:
RU_Members_1
Col #
Header
Instructions
NAME
Display RU member's first, middle, and last names
PERS.FULLNAME
1
Roster Definition:
DISPLAY THE RU_MEMBERS_ROSTER FOR SELECTION OF ONE OR MORE RU
MEMBERS.
Roster Behavior:
1. MULTIPLE SELECT ALLOWED.
2. EDIT, DELETE, ADD DISALLOWED.
2
Assets (AS) Section
Beta
Roster Filter:
NONE. DISPLAY ALL.
AS04
Help Enabled (DEFVALUE)
Variable Name
ASET.VALUE
Comment Enabled
Jump Back Enabled
Label
Size
9
PRESENT VALUE OF ASSET
What is the present value of this home, that is, about how much would it bring
if you sold it on today’s market?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
IF AMOUNT IS NOTHING, ENTER ‘0’.
VALUE IN WHOLE _______
DOLLARS: $
{AS06}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS05}
{AS05}
HELP AVAILABLE FOR DEFINITION OF VALUE.
Soft CHECK:
AMOUNT SHOULD BE 0 OR WHOLE DOLLAR AMOUNT $1 - $9,999,999
3
Assets (AS) Section
Beta
AS05
Help Enabled
Variable Name
ASET.VALURANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET VALUE CATEGORY
SHOW CARD AS-1.
Which category on the card best indicates the value of this home?
0 - 500
1
{AS06}
501 - 1,000
1,001 - 5,000
2
3
{AS06}
{AS06}
5,001 - 10,000
10,001 - 25,000
4
5
{AS06}
{AS06}
25,001 - 50,000
6
{AS06}
50,001 - 100,000
100,001 - 250,000
7
8
{AS06}
{AS06}
250,001 - 500,000
500,001 - 1,000,000
9
10
{AS06}
{AS06}
1,000,001 OR MORE
11
{AS06}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
4
{AS06}
{AS06}
Assets (AS) Section
Beta
AS06
Help Enabled (OWEDLOAN)
Variable Name
ASET.ANYOWED
Comment Enabled
Jump Back Enabled
Label
Size
2
ANY MONEY OWED ON ASSET
Is any money owed or are there any loans outstanding on this home?
YES
1
{AS07}
NO
2
{AS09}
----------------------------------------------------------------------------------------------------------------------------------
Refused
RF
{AS09}
Don't Know
DK
{AS09}
HELP AVAILABLE FOR DEFINITION OF MONEY OWED AND
OUTSTANDING LOANS.
5
Assets (AS) Section
Beta
AS07
Help Enabled (STILOWED)
Variable Name
ASET.OWEDVALU
Comment Enabled
Jump Back Enabled
Label
Size
9
HOW MUCH OWED
How much is still owed for this home, that is, how much principal is still owed
on the mortgage(s)?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
AMOUNT OWED IN _______
WHOLE DOLLARS: $
{AS09}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS08}
{AS08}
HELP AVAILABLE FOR DEFINITION OF STILL OWED.
Soft CHECK:
AMOUNT SHOULD BE WHOLE DOLLAR AMOUNT $1 - $9,999,999
6
Assets (AS) Section
Beta
AS08
Help Enabled
Variable Name
ASET.OWEDRANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET CATEGORY OWED
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500
1
{AS09}
501 - 1,000
1,001 - 5,000
2
3
{AS09}
{AS09}
5,001 - 10,000
10,001 - 25,000
4
5
{AS09}
{AS09}
25,001 - 50,000
6
{AS09}
50,001 - 100,000
100,001 - 250,000
7
8
{AS09}
{AS09}
250,001 - 500,000
500,001 - 1,000,000
9
10
{AS09}
{AS09}
1,000,001 OR MORE
11
{AS09}
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Refused
Don't Know
RF
DK
7
{AS09}
{AS09}
Assets (AS) Section
Beta
AS09
Help Enabled (AS09Help)
Variable Name
HOME.OWN2HOME
Comment Enabled
Jump Back Enabled
Label
ANYONE IN FAMILY OWN A 2ND HOME
Size
2
Does anyone in the family own a second home?
YES
1
{AS10}
NO
2
{AS16}
----------------------------------------------------------------------------------------------------------------------------------
Refused
RF
{AS16}
Don't Know
DK
{AS16}
HELP AVAILABLE FOR DEFINITION OF SECOND HOME.
8
Assets (AS) Section
Beta
AS10
Help Enabled
Comment Enabled
Jump Back Enabled
Variable Name
ASET.ASSETTYP
TYPE OF ASSET
Label
Size
2
ASET.ASETID
ASET.ASETRURN
ASET ID KEY: HOMEID + COUNTER(2)
ROUND STAMP: RU LETTER + ROUND NUMBER
10
2
ASET.CREATEQ
ASET.ASSETNUM
CREATION STAMP
NUMBER OF ASSET TYPE
4
2
OWNR.OWNRID
OWNR ID KEY: ASETID + PID
13
OWNR.OWNRRURN
OWNR.CREATEQ
ROUND STAMP: RU LETTER + ROUND NUMBER
CREATION STAMP
2
4
Who in the family owns the second home?
PROBE: Does anyone else in the family own the second home?
CHECK ALL THAT APPLY.
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
{AS11}
DISPLAY INSTRUCTIONS:
DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ AS THE LAST
TWO ENTRIES ON THE ROSTER.
Roster Details
Title:
RU_Members_1
Col #
Header
Instructions
NAME
Display RU member's first, middle, and last names
PERS.FULLNAME
1
Roster Definition:
DISPLAY THE RU_MEMBERS_ROSTER FOR SELECTION OF ONE OR MORE RU
MEMBERS.
Roster Behavior:
1. MULTIPLE SELECT ALLOWED.
9
Assets (AS) Section
Beta
2. EDIT, DELETE, ADD DISALLOWED.
Roster Filter:
NONE. DISPLAY ALL.
AS11
Help Enabled (DEFVALUE)
Variable Name
ASET.VALUE
Comment Enabled
Jump Back Enabled
Label
Size
9
PRESENT VALUE OF ASSET
What is the present value of the second home, that is, about how much would
it bring if you sold it on today’s market?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
IF AMOUNT IS NOTHING, ENTER ‘0’.
VALUE IN WHOLE _______
DOLLARS: $
{AS13}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS12}
{AS12}
HELP AVAILABLE FOR DEFINITION OF VALUE.
Soft CHECK:
AMOUNT SHOULD BE 0 OR WHOLE DOLLAR AMOUNT $1 - $9,999,999
10
Assets (AS) Section
Beta
AS12
Help Enabled
Variable Name
ASET.VALURANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET VALUE CATEGORY
SHOW CARD AS-1.
Which category on the card best indicates the value of the second home?
0 - 500
1
{AS13}
501 - 1,000
1,001 - 5,000
2
3
{AS13}
{AS13}
5,001 - 10,000
10,001 - 25,000
4
5
{AS13}
{AS13}
25,001 - 50,000
6
{AS13}
50,001 - 100,000
100,001 - 250,000
7
8
{AS13}
{AS13}
250,001 - 500,000
500,001 - 1,000,000
9
10
{AS13}
{AS13}
1,000,001 OR MORE
11
{AS13}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
11
{AS13}
{AS13}
Assets (AS) Section
Beta
AS13
Help Enabled (OWEDLOAN)
Variable Name
ASET.ANYOWED
Comment Enabled
Jump Back Enabled
Label
Size
2
ANY MONEY OWED ON ASSET
Is any money owed or are there any loans outstanding on the second home?
PROBE: Please do not include any debt we’ve already talked about.
YES
NO
1
2
{AS14}
{AS16}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS16}
{AS16}
HELP AVAILABLE FOR DEFINITION OF MONEY OWED AND
OUTSTANDING LOANS.
12
Assets (AS) Section
Beta
AS14
Help Enabled (STILOWED)
Variable Name
ASET.OWEDVALU
Comment Enabled
Jump Back Enabled
Label
Size
9
HOW MUCH OWED
How much is still owed for the second home?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
AMOUNT OWED IN _______
WHOLE DOLLARS: $
{AS16}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS15}
{AS15}
HELP AVAILABLE FOR DEFINITION OF STILL OWED.
Soft CHECK:
AMOUNT SHOULD BE WHOLE DOLLAR AMOUNT $1 - $9,999,999
13
Assets (AS) Section
Beta
AS15
Help Enabled
Variable Name
ASET.OWEDRANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET CATEGORY OWED
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500
1
{AS16}
501 - 1,000
1,001 - 5,000
2
3
{AS16}
{AS16}
5,001 - 10,000
10,001 - 25,000
4
5
{AS16}
{AS16}
25,001 - 50,000
6
{AS16}
50,001 - 100,000
100,001 - 250,000
7
8
{AS16}
{AS16}
250,001 - 500,000
500,001 - 1,000,000
9
10
{AS16}
{AS16}
1,000,001 OR MORE
11
{AS16}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
14
{AS16}
{AS16}
Assets (AS) Section
Beta
AS16
Help Enabled (AS16Help)
Variable Name
HOME.OWNFARM
Comment Enabled
Jump Back Enabled
Label
Size
2
OWN PART OF A FARM OR BUSINESS
Does anyone in the family own part or all of a farm or business [other than
what we have already talked about]?
YES
1
{AS17}
NO
2
{AS24}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS24}
{AS24}
HELP AVAILABLE FOR DEFINITION OF FARM AND BUSINESS.
15
Assets (AS) Section
Beta
AS17
Help Enabled
Comment Enabled
Jump Back Enabled
Variable Name
ASET.ASSETTYP
TYPE OF ASSET
Label
Size
2
ASET.ASETID
ASET.ASETRURN
ASET ID KEY: HOMEID + COUNTER(2)
ROUND STAMP: RU LETTER + ROUND NUMBER
10
2
ASET.CREATEQ
ASET.ASSETNUM
CREATION STAMP
NUMBER OF ASSET TYPE
4
2
How many farm(s) or business(es) are owned by the family?
NUMBER: _______
{AS18}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
Soft CHECK:
1 - 10
16
{AS18}
{AS18}
Assets (AS) Section
Beta
AS18
Help Enabled
Comment Enabled
Variable Name
OWNR.OWNRID
OWNR ID KEY: ASETID + PID
OWNR.OWNRRURN
OWNR.CREATEQ
ROUND STAMP: RU LETTER + ROUND NUMBER
CREATION STAMP
Jump Back Enabled
Label
Size
13
2
4
Who in the family owns the farm(s) or business(es)?
PROBE: Does anyone else in the family own the farm(s) or business(es)?
CHECK ALL THAT APPLY.
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
{AS19}
DISPLAY INSTRUCTIONS:
DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ AS THE LAST
TWO ENTRIES ON THE ROSTER.
Roster Details
Title:
RU_Members_1
Col #
Header
Instructions
NAME
Display RU member's first, middle, and last names
PERS.FULLNAME
1
Roster Definition:
DISPLAY THE RU_MEMBERS_ROSTER FOR SELECTION OF ONE OR MORE RU
MEMBERS.
Roster Behavior:
1. MULTIPLE SELECT ALLOWED.
2. EDIT, DELETE, ADD DISALLOWED.
Roster Filter:
NONE. DISPLAY ALL.
17
Assets (AS) Section
Beta
AS19
Help Enabled (AS19Help)
Variable Name
ASET.VALUE
Comment Enabled
Jump Back Enabled
Label
Size
9
PRESENT VALUE OF ASSET
What are all the farm(s) or business(es) worth together if sold today?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
IF AMOUNT IS NOTHING, ENTER ‘0’.
WORTH IN WHOLE _______
DOLLARS: $
{AS21}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS20}
{AS20}
HELP AVAILABLE FOR DEFINITION OF WORTH.
Soft CHECK:
AMOUNT SHOULD BE 0 OR WHOLE DOLLAR AMOUNT $1 - $9,999,999
18
Assets (AS) Section
Beta
AS20
Help Enabled
Variable Name
ASET.VALURANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET VALUE CATEGORY
SHOW CARD AS-1.
Which category on the card best indicates the worth of the farm(s) or
business(es) if sold today?
0 - 500
501 - 1,000
1
2
{AS21}
{AS21}
1,001 - 5,000
5,001 - 10,000
3
4
{AS21}
{AS21}
10,001 - 25,000
25,001 - 50,000
5
6
{AS21}
{AS21}
50,001 - 100,000
7
{AS21}
100,001 - 250,000
250,001 - 500,000
8
9
{AS21}
{AS21}
500,001 - 1,000,000
1,000,001 OR MORE
10
11
{AS21}
{AS21}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
19
{AS21}
{AS21}
Assets (AS) Section
Beta
AS21
Help Enabled (OWEDLOAN)
Variable Name
ASET.ANYOWED
Comment Enabled
Jump Back Enabled
Label
Size
2
ANY MONEY OWED ON ASSET
Is any money owed or are there any loans outstanding on the farm(s) or
business(es)?
PROBE: Please do not include any debt we’ve already talked about.
YES
1
{AS22}
NO
2
{AS24}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS24}
{AS24}
HELP AVAILABLE FOR DEFINITION OF MONEY OWED AND
OUTSTANDING LOANS.
20
Assets (AS) Section
Beta
AS22
Help Enabled (STILOWED)
Variable Name
ASET.OWEDVALU
Comment Enabled
Jump Back Enabled
Label
Size
9
HOW MUCH OWED
How much is still owed for the farm(s) or business(es)?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’ .
AMOUNT OWED IN _______
WHOLE DOLLARS: $
{AS24}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS23}
{AS23}
HELP AVAILABLE FOR DEFINITION OF STILL OWED.
Soft CHECK:
AMOUNT SHOULD BE WHOLE DOLLAR AMOUNT $1 - $9,999,999
21
Assets (AS) Section
Beta
AS23
Help Enabled
Variable Name
ASET.OWEDRANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET CATEGORY OWED
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500
1
{AS24}
501 - 1,000
1,001 - 5,000
2
3
{AS24}
{AS24}
5,001 - 10,000
10,001 - 25,000
4
5
{AS24}
{AS24}
25,001 - 50,000
6
{AS24}
50,001 - 100,000
100,001 - 250,000
7
8
{AS24}
{AS24}
250,001 - 500,000
500,001 - 1,000,000
9
10
{AS24}
{AS24}
1,000,001 OR MORE
11
{AS24}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
22
{AS24}
{AS24}
Assets (AS) Section
Beta
AS24
Help Enabled (AS24Help)
Variable Name
HOME.OWNLAND
Comment Enabled
Jump Back Enabled
Label
ANYONE OWN LAND OR REAL ESTATE
Size
2
Does anyone in the family have any real estate such as land, rental real
estate, a real estate partnership, or money owed to the family on a land
contract or mortgage [other than what we have already talked about]?
YES
NO
1
2
{AS25}
{AS31}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS31}
{AS31}
HELP AVAILABLE FOR DEFINITION OF REAL ESTATE.
23
Assets (AS) Section
Beta
AS25
Help Enabled
Comment Enabled
Jump Back Enabled
Variable Name
ASET.ASSETTYP
TYPE OF ASSET
Label
Size
2
ASET.ASETID
ASET.ASETRURN
ASET ID KEY: HOMEID + COUNTER(2)
ROUND STAMP: RU LETTER + ROUND NUMBER
10
2
ASET.CREATEQ
OWNR.OWNRID
CREATION STAMP
OWNR ID KEY: ASETID + PID
4
13
OWNR.OWNRRURN
ROUND STAMP: RU LETTER + ROUND NUMBER
2
OWNR.CREATEQ
CREATION STAMP
4
Who in the family owns other properties or real estate (such as land, rental
real estate, or a real estate partnership)?
PROBE: Does anyone else in the family own other properties or real estate
(such as land, rental real estate, or a real estate partnership)?
CHECK ALL THAT APPLY.
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
{AS26}
DISPLAY INSTRUCTIONS:
DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ AS THE LAST
TWO ENTRIES ON THE ROSTER.
Roster Details
Title:
RU_Members_1
Col #
Header
Instructions
NAME
Display RU member's first, middle, and last names
PERS.FULLNAME
1
Roster Definition:
DISPLAY THE RU_MEMBERS_ROSTER FOR SELECTION OF ONE OR MORE RU
MEMBERS.
Roster Behavior:
1. MULTIPLE SELECT ALLOWED.
24
Assets (AS) Section
Beta
2. EDIT, DELETE, ADD DISALLOWED.
Roster Filter:
NONE. DISPLAY ALL.
AS26
Help Enabled (DEFVALUE)
Variable Name
ASET.VALUE
Comment Enabled
Jump Back Enabled
Label
Size
9
PRESENT VALUE OF ASSET
Altogether, what is the present value of the other properties or real estate
(such as land, rental real estate, or a real estate partnership), that is, about
how much would it bring if you sold it on today’s market?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T KNOW’.
IF AMOUNT IS NOTHING, ENTER ‘0’.
VALUE IN WHOLE _______
DOLLARS: $
{AS28}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS27}
{AS27}
HELP AVAILABLE FOR DEFINITION OF VALUE.
Soft CHECK:
AMOUNT SHOULD BE 0 OR WHOLE DOLLAR AMOUNT $1 - $9,999,999
25
Assets (AS) Section
Beta
AS27
Help Enabled
Variable Name
ASET.VALURANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET VALUE CATEGORY
SHOW CARD AS-1.
Which category on the card best indicates the value of the other properties or
real estate (such as land, rental real estate, or a real estate partnership)?
0 - 500
501 - 1,000
1
2
{AS28}
{AS28}
1,001 - 5,000
5,001 - 10,000
3
4
{AS28}
{AS28}
10,001 - 25,000
25,001 - 50,000
5
6
{AS28}
{AS28}
50,001 - 100,000
7
{AS28}
100,001 - 250,000
250,001 - 500,000
8
9
{AS28}
{AS28}
500,001 - 1,000,000
1,000,001 OR MORE
10
11
{AS28}
{AS28}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
26
{AS28}
{AS28}
Assets (AS) Section
Beta
AS28
Help Enabled (OWEDLOAN)
Variable Name
ASET.ANYOWED
Comment Enabled
Jump Back Enabled
Label
Size
2
ANY MONEY OWED ON ASSET
Is any money owed or are there any loans outstanding on the other properties
or real estate (such as land, rental real estate, or a real estate partnership)?
PROBE: Please do not include any debt we’ve already talked about.
YES
1
{AS29}
NO
2
{AS31}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS31}
{AS31}
HELP AVAILABLE FOR DEFINITION OF MONEY OWED AND
OUTSTANDING LOANS.
27
Assets (AS) Section
Beta
AS29
Help Enabled (STILOWED)
Variable Name
ASET.OWEDVALU
Comment Enabled
Jump Back Enabled
Label
Size
9
HOW MUCH OWED
How much is still owed for the other properties or real estate (such as land,
rental real estate, or a real estate partnership)?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
AMOUNT OWED IN _______
WHOLE DOLLARS: $
{AS31}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS30}
{AS30}
HELP AVAILABLE FOR DEFINITION OF STILL OWED.
Soft CHECK:
AMOUNT SHOULD BE WHOLE DOLLAR AMOUNT $1 - $9,999,999
28
Assets (AS) Section
Beta
AS30
Help Enabled
Variable Name
ASET.OWEDRANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET CATEGORY OWED
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500
1
{AS31}
501 - 1,000
1,001 - 5,000
2
3
{AS31}
{AS31}
5,001 - 10,000
10,001 - 25,000
4
5
{AS31}
{AS31}
25,001 - 50,000
6
{AS31}
50,001 - 100,000
100,001 - 250,000
7
8
{AS31}
{AS31}
250,001 - 500,000
500,001 - 1,000,000
9
10
{AS31}
{AS31}
1,000,001 OR MORE
11
{AS31}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
29
{AS31}
{AS31}
Assets (AS) Section
Beta
AS31
Help Enabled
Variable Name
HOME.OWNCARS
Comment Enabled
Jump Back Enabled
Label
Size
2
OWN CAR TRUCKS OR VANS
Does anyone in the family own any transportation vehicles, such as cars,
trucks, or vans?
PROBE: Do not include recreational vehicles, such as motorcycles, trailers,
motor homes, boats, or airplanes. We ask about those types of vehicles next.
YES
NO
1
2
{AS32}
{AS39}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
30
{AS39}
{AS39}
Assets (AS) Section
Beta
AS32
Help Enabled
Comment Enabled
Jump Back Enabled
Variable Name
ASET.ASETID
ASET ID KEY: HOMEID + COUNTER(2)
Label
Size
10
ASET.ASETRURN
ASET.CREATEQ
ROUND STAMP: RU LETTER + ROUND NUMBER
CREATION STAMP
2
4
ASET.ASSETTYP
ASET.ASSETNUM
TYPE OF ASSET
NUMBER OF ASSET TYPE
2
2
How many transportation vehicles (such as cars, trucks, or vans) are owned
by the family?
NUMBER: _______
{AS33}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
Soft CHECK:
1 - 15
31
{AS33}
{AS33}
Assets (AS) Section
Beta
AS33
Help Enabled
Comment Enabled
Variable Name
OWNR.OWNRID
OWNR ID KEY: ASETID + PID
OWNR.OWNRRURN
OWNR.CREATEQ
ROUND STAMP: RU LETTER + ROUND NUMBER
CREATION STAMP
Jump Back Enabled
Label
Size
13
2
4
Who in the family owns the transportation vehicles (such as cars, trucks, or
vans)?
PROBE: Does anyone else in the family own the transportation vehicles
(such as cars, trucks, or vans)?
CHECK ALL THAT APPLY.
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
{AS34}
DISPLAY INSTRUCTIONS:
DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ AS THE LAST
TWO ENTRIES ON THE ROSTER.
Roster Details
Title:
RU_Members_1
Col #
Header
Instructions
NAME
Display RU member's first, middle, and last names
PERS.FULLNAME
1
Roster Definition:
DISPLAY THE RU_MEMBERS_ROSTER FOR SELECTION OF ONE OR MORE RU
MEMBERS.
Roster Behavior:
1. MULTIPLE SELECT ALLOWED.
2. EDIT, DELETE, ADD DISALLOWED.
Roster Filter:
32
Assets (AS) Section
Beta
NONE. DISPLAY ALL.
AS34
Help Enabled (VALUEDEF)
Variable Name
ASET.VALUE
Comment Enabled
Jump Back Enabled
Label
Size
9
PRESENT VALUE OF ASSET
Altogether, what is the present value of the transportation vehicles (such as
cars, trucks, or vans), that is, about how much would it bring if you sold them
on today’s market?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
IF AMOUNT IS NOTHING, ENTER ‘0’.
VALUE IN WHOLE _______
DOLLARS: $
{AS36}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS35}
{AS35}
HELP AVAILABLE FOR DEFINITION OF VALUE.
Soft CHECK:
AMOUNT SHOULD BE 0 OR WHOLE DOLLAR AMOUNT $1 - $9,999,999
33
Assets (AS) Section
Beta
AS35
Help Enabled
Variable Name
ASET.VALURANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET VALUE CATEGORY
SHOW CARD AS-1.
Which category on the card best indicates the value of the transportation
vehicles (such as cars, trucks, or vans)?
0 - 500
501 - 1,000
1
2
{AS36}
{AS36}
1,001 - 5,000
5,001 - 10,000
3
4
{AS36}
{AS36}
10,001 - 25,000
25,001 - 50,000
5
6
{AS36}
{AS36}
50,001 - 100,000
7
{AS36}
100,001 - 250,000
250,001 - 500,000
8
9
{AS36}
{AS36}
500,001 - 1,000,000
1,000,001 OR MORE
10
11
{AS36}
{AS36}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
34
{AS36}
{AS36}
Assets (AS) Section
Beta
AS36
Help Enabled (OWEDLOAN)
Variable Name
ASET.ANYOWED
Comment Enabled
Jump Back Enabled
Label
Size
2
ANY MONEY OWED ON ASSET
Is any money owed or are there any loans outstanding on the transportation
vehicles (such as cars, trucks, or vans)?
PROBE: Please do not include any debt we’ve already talked about.
YES
1
{AS37}
NO
2
{AS39}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS39}
{AS39}
HELP AVAILABLE FOR DEFINITION OF MONEY OWED AND
OUTSTANDING LOANS.
35
Assets (AS) Section
Beta
AS37
Help Enabled (STILOWED)
Variable Name
ASET.OWEDVALU
Comment Enabled
Jump Back Enabled
Label
Size
9
HOW MUCH OWED
How much is still owed for the transportation vehicles (such as cars, trucks, or
vans)?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
AMOUNT OWED IN _______
WHOLE DOLLARS: $
{AS39}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS38}
{AS38}
HELP AVAILABLE FOR DEFINITION OF STILL OWED.
Soft CHECK:
AMOUNT SHOULD BE WHOLE DOLLAR AMOUNT $1 - $9,999,999
36
Assets (AS) Section
Beta
AS38
Help Enabled
Variable Name
ASET.OWEDRANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET CATEGORY OWED
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500
1
{AS39}
501 - 1,000
1,001 - 5,000
2
3
{AS39}
{AS39}
5,001 - 10,000
10,001 - 25,000
4
5
{AS39}
{AS39}
25,001 - 50,000
6
{AS39}
50,001 - 100,000
100,001 - 250,000
7
8
{AS39}
{AS39}
250,001 - 500,000
500,001 - 1,000,000
9
10
{AS39}
{AS39}
1,000,001 OR MORE
11
{AS39}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
37
{AS39}
{AS39}
Assets (AS) Section
Beta
AS39
Help Enabled (AS39Help)
Variable Name
HOME.OWNBOAT
Comment Enabled
Jump Back Enabled
Label
ANYONE OWN RECREATIONAL VEHICLE
Size
2
Does anyone in the family own any recreational vehicles, such as motorcycles,
a trailer, a motor home, a boat, or an airplane?
YES
NO
1
2
{AS40}
{AS46}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS46}
{AS46}
HELP AVAILABLE FOR DEFINITION OF RECREATIONAL VEHICLES.
38
Assets (AS) Section
Beta
AS40
Help Enabled
Comment Enabled
Jump Back Enabled
Variable Name
ASET.ASETID
ASET ID KEY: HOMEID + COUNTER(2)
Label
Size
10
ASET.ASETRURN
ASET.CREATEQ
ROUND STAMP: RU LETTER + ROUND NUMBER
CREATION STAMP
2
4
ASET.ASSETNUM
ASET.ASSETTYP
NUMBER OF ASSET TYPE
TYPE OF ASSET
2
2
How many recreational vehicles (such as motorcycles, trailers, motor homes,
boats, or airplanes) are owned by the family?
NUMBER: _______
{AS41}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
Soft CHECK:
1 - 15
39
{AS41}
{AS41}
Assets (AS) Section
Beta
AS41
Help Enabled (VALUEDEF)
Variable Name
ASET.VALUE
Comment Enabled
Jump Back Enabled
Label
Size
9
PRESENT VALUE OF ASSET
Altogether, what is the present value of the recreational vehicles (such as
motorcycles, trailers, motor homes, boats, or airplanes), that is, about how
much would it bring if you sold them on today’s market?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T KNOW’.
IF AMOUNT IS NOTHING, ENTER ‘0’.
VALUE IN WHOLE _______
DOLLARS: $
{AS43}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS42}
{AS42}
HELP AVAILABLE FOR DEFINITION OF VALUE.
Soft CHECK:
AMOUNT SHOULD BE 0 OR WHOLE DOLLAR AMOUNT $1 - $9,999,999
40
Assets (AS) Section
Beta
AS42
Help Enabled
Variable Name
ASET.VALURANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET VALUE CATEGORY
SHOW CARD AS-1.
Which category on the card best indicates the value of the recreational
vehicles (such as motorcycles, trailers, motor homes, boats, or airplanes)?
0 - 500
501 - 1,000
1
2
{AS43}
{AS43}
1,001 - 5,000
5,001 - 10,000
3
4
{AS43}
{AS43}
10,001 - 25,000
25,001 - 50,000
5
6
{AS43}
{AS43}
50,001 - 100,000
7
{AS43}
100,001 - 250,000
250,001 - 500,000
8
9
{AS43}
{AS43}
500,001 - 1,000,000
1,000,001 OR MORE
10
11
{AS43}
{AS43}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
41
{AS43}
{AS43}
Assets (AS) Section
Beta
AS43
Help Enabled (OWEDLOAN)
Variable Name
ASET.ANYOWED
Comment Enabled
Jump Back Enabled
Label
Size
2
ANY MONEY OWED ON ASSET
Is any money owed or are there any loans outstanding on the recreational
vehicles (such as motorcycles, trailers, motor homes, boats, or airplanes)?
PROBE: Please do not include any debt we’ve already talked about.
YES
1
{AS44}
NO
2
{AS46}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS46}
{AS46}
HELP AVAILABLE FOR DEFINITION OF MONEY OWED AND
OUTSTANDING LOANS.
42
Assets (AS) Section
Beta
AS44
Help Enabled (STILOWED)
Variable Name
ASET.OWEDVALU
Comment Enabled
Jump Back Enabled
Label
Size
9
HOW MUCH OWED
How much is still owed for the recreational vehicles (such as motorcycles,
trailers, motor homes, boats, or airplanes)?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
AMOUNT OWED IN _______
WHOLE DOLLARS: $
{AS46}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS45}
{AS45}
HELP AVAILABLE FOR DEFINITION OF STILL OWED.
Soft CHECK:
AMOUNT SHOULD BE WHOLE DOLLAR AMOUNT $1 - $9,999,999
43
Assets (AS) Section
Beta
AS45
Help Enabled
Variable Name
ASET.OWEDRANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET CATEGORY OWED
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500
1
{AS46}
501 - 1,000
1,001 - 5,000
2
3
{AS46}
{AS46}
5,001 - 10,000
10,001 - 25,000
4
5
{AS46}
{AS46}
25,001 - 50,000
6
{AS46}
50,001 - 100,000
100,001 - 250,000
7
8
{AS46}
{AS46}
250,001 - 500,000
500,001 - 1,000,000
9
10
{AS46}
{AS46}
1,000,001 OR MORE
11
{AS46}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
44
{AS46}
{AS46}
Assets (AS) Section
Beta
AS46
Help Enabled (AS46Help)
Variable Name
HOME.OWNSTOCK
Comment Enabled
Jump Back Enabled
Label
OWN SHARES OF STOCK OR MUTUAL FUNDS
Size
2
Does anyone in the family own any CDs, stocks, government or corporate
bonds or mutual funds [other than what we have already talked about]?
YES
NO
1
2
{AS47}
{AS57}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS57}
{AS57}
HELP AVAILABLE FOR DEFINITION OF CDs, SHARES OF STOCKS,
BONDS, AND MUTUAL FUNDS.
45
Assets (AS) Section
Beta
AS47
Help Enabled
Comment Enabled
Jump Back Enabled
Variable Name
ASET.ASSETTYP
TYPE OF ASSET
Label
Size
2
ASET.ASETID
ASET.ASETRURN
ASET ID KEY: HOMEID + COUNTER(2)
ROUND STAMP: RU LETTER + ROUND NUMBER
10
2
ASET.CREATEQ
OWNR.OWNRID
CREATION STAMP
OWNR ID KEY: ASETID + PID
4
13
OWNR.OWNRRURN
ROUND STAMP: RU LETTER + ROUND NUMBER
2
OWNR.CREATEQ
CREATION STAMP
4
Who in the family owns the CDs, stocks, government or corporate bonds or
mutual funds?
PROBE: Does anyone else in the family own the CDs, stocks, government or
corporate bonds or mutual funds?
CHECK ALL THAT APPLY.
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
{AS48}
DISPLAY INSTRUCTIONS:
DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ AS THE LAST
TWO ENTRIES ON THE ROSTER.
Roster Details
Title:
RU_Members_1
Col #
Header
Instructions
NAME
Display RU member's first, middle, and last names
PERS.FULLNAME
1
Roster Definition:
DISPLAY THE RU_MEMBERS_ROSTER FOR SELECTION OF ONE OR MORE RU
MEMBERS.
Roster Behavior:
46
Assets (AS) Section
Beta
1. MULTIPLE SELECT ALLOWED.
2. EDIT, DELETE, ADD DISALLOWED.
Roster Filter:
NONE. DISPLAY ALL.
AS48
Help Enabled (AS48)
Variable Name
ASET.VALUE
Comment Enabled
Jump Back Enabled
Label
Size
9
PRESENT VALUE OF ASSET
What are all the CDs, stocks, government or corporate bonds and mutual
funds worth together if sold today?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
IF AMOUNT IS NOTHING, ENTER ‘0’.
WORTH IN WHOLE _______
DOLLARS: $
{AS57}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS49}
{AS49}
HELP AVAILABLE FOR DEFINITION OF WORTH.
Soft CHECK:
AMOUNT SHOULD BE 0 OR WHOLE DOLLAR AMOUNT $1 - $9,999,999
47
Assets (AS) Section
Beta
AS49
Help Enabled
Variable Name
ASET.VALURANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET VALUE CATEGORY
SHOW CARD AS-1.
Which category on the card best indicates the worth of the CDs, stocks,
government or corporate bonds and mutual funds if sold today?
0 - 500
501 - 1,000
1
2
{AS57}
{AS57}
1,001 - 5,000
5,001 - 10,000
3
4
{AS57}
{AS57}
10,001 - 25,000
25,001 - 50,000
5
6
{AS57}
{AS57}
50,001 - 100,000
7
{AS57}
100,001 - 250,000
250,001 - 500,000
8
9
{AS57}
{AS57}
500,001 - 1,000,000
1,000,001 OR MORE
10
11
{AS57}
{AS57}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
48
{AS57}
{AS57}
Assets (AS) Section
Beta
AS57
Help Enabled (AS57Help)
Variable Name
HOME.OWNIRA
Comment Enabled
Jump Back Enabled
Label
ANYONE HAVE IRA OR KEOGH ACCOUNTS
Size
2
Does anyone in the family have any Individual Retirement Accounts, that is,
IRA, Keogh, or 401K accounts?
YES
NO
1
2
{AS58}
{AS67}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS67}
{AS67}
HELP AVAILABLE FOR DEFINITION OF IRA, KEOGH, AND 401K
ACCOUNTS.
49
Assets (AS) Section
Beta
AS58
Help Enabled
Comment Enabled
Jump Back Enabled
Variable Name
ASET.ASETID
ASET ID KEY: HOMEID + COUNTER(2)
Label
Size
10
ASET.ASETRURN
ASET.CREATEQ
ROUND STAMP: RU LETTER + ROUND NUMBER
CREATION STAMP
2
4
ASET.ASSETNUM
ASET.ASSETTYP
NUMBER OF ASSET TYPE
TYPE OF ASSET
2
2
How many IRA, Keogh, or 401K accounts does the family have?
NUMBER: _______
{AS59}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
Soft CHECK:
1 - 20
50
{AS59}
{AS59}
Assets (AS) Section
Beta
AS59
Help Enabled
Comment Enabled
Variable Name
OWNR.OWNRID
OWNR ID KEY: ASETID + PID
OWNR.OWNRRURN
OWNR.CREATEQ
ROUND STAMP: RU LETTER + ROUND NUMBER
CREATION STAMP
Jump Back Enabled
Label
Size
13
2
4
Who in the family has IRA, Keogh, or 401K accounts?
PROBE: Does anyone else in the family have IRA, Keogh, or 401K
accounts?
CHECK ALL THAT APPLY.
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
{AS60}
DISPLAY INSTRUCTIONS:
DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ AS THE LAST
TWO ENTRIES ON THE ROSTER.
Roster Details
Title:
RU_Members_1
Col #
Header
Instructions
NAME
Display RU member's first, middle, and last names
PERS.FULLNAME
1
Roster Definition:
DISPLAY THE RU_MEMBERS_ROSTER FOR SELECTION OF ONE OR MORE RU
MEMBERS.
Roster Behavior:
1. MULTIPLE SELECT ALLOWED.
2. EDIT, DELETE, ADD DISALLOWED.
Roster Filter:
NONE. DISPLAY ALL.
51
Assets (AS) Section
Beta
AS60
Help Enabled (AS60Help)
Variable Name
ASET.VALUE
Comment Enabled
Jump Back Enabled
Label
Size
9
PRESENT VALUE OF ASSET
Altogether, what is the current value of these IRA, Keogh, and 401K
accounts?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
VALUE IN WHOLE _______
DOLLARS: $
{AS67}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS61}
{AS61}
HELP AVAILABLE FOR DEFINITION OF VALUE.
Soft CHECK:
AMOUNT SHOULD BE WHOLE DOLLAR AMOUNT $1 - $9,999,999
52
Assets (AS) Section
Beta
AS61
Help Enabled
Variable Name
ASET.VALURANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET VALUE CATEGORY
SHOW CARD AS-1.
Which category on the card best indicates the value of these IRA, Keogh, and
401K accounts?
0 - 500
501 - 1,000
1
2
{AS67}
{AS67}
1,001 - 5,000
5,001 - 10,000
3
4
{AS67}
{AS67}
10,001 - 25,000
25,001 - 50,000
5
6
{AS67}
{AS67}
50,001 - 100,000
7
{AS67}
100,001 - 250,000
250,001 - 500,000
8
9
{AS67}
{AS67}
500,001 - 1,000,000
1,000,001 OR MORE
10
11
{AS67}
{AS67}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
53
{AS67}
{AS67}
Assets (AS) Section
Beta
AS67
Help Enabled (AS67Help)
Variable Name
HOME.OWNCHECK
Comment Enabled
Jump Back Enabled
Label
CHECKING SAVINGS OR MONEY MARKET
Size
2
Does anyone in the family have any money in checking or savings accounts,
or money market funds [other than what we have already talked about]?
YES
NO
1
2
{AS68}
{AS72}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS72}
{AS72}
HELP AVAILABLE FOR DEFINITION OF CHECKING, SAVINGS, AND
MONEY MARKET ACCOUNTS.
54
Assets (AS) Section
Beta
AS68
Help Enabled
Comment Enabled
Jump Back Enabled
Variable Name
ASET.ASETID
ASET ID KEY: HOMEID + COUNTER(2)
Label
Size
10
ASET.ASETRURN
ASET.CREATEQ
ROUND STAMP: RU LETTER + ROUND NUMBER
CREATION STAMP
2
4
ASET.ASSETNUM
ASET.ASSETTYP
NUMBER OF ASSET TYPE
TYPE OF ASSET
2
2
How many checking, savings, or money market accounts does the family
have?
NUMBER: _______
{AS69}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
Soft CHECK:
1 - 20
55
{AS69}
{AS69}
Assets (AS) Section
Beta
AS69
Help Enabled
Comment Enabled
Variable Name
OWNR.OWNRID
OWNR ID KEY: ASETID + PID
OWNR.OWNRRURN
OWNR.CREATEQ
ROUND STAMP: RU LETTER + ROUND NUMBER
CREATION STAMP
Jump Back Enabled
Label
Size
13
2
4
Who in the family has checking, savings, or money market accounts?
PROBE: Does anyone else in the family have checking, savings, or money
market accounts?
CHECK ALL THAT APPLY.
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
{AS70}
DISPLAY INSTRUCTIONS:
DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ AS THE LAST
TWO ENTRIES ON THE ROSTER.
Roster Details
Title:
RU_Members_1
Col #
Header
Instructions
NAME
Display RU member's first, middle, and last names
PERS.FULLNAME
1
Roster Definition:
DISPLAY THE RU_MEMBERS_ROSTER FOR SELECTION OF ONE OR MORE RU
MEMBERS.
Roster Behavior:
1. MULTIPLE SELECT ALLOWED.
2. EDIT, DELETE, ADD DISALLOWED.
Roster Filter:
NONE. DISPLAY ALL.
56
Assets (AS) Section
Beta
AS70
Help Enabled (HOWMUCH)
Variable Name
ASET.VALUE
Comment Enabled
Jump Back Enabled
Label
Size
9
PRESENT VALUE OF ASSET
Altogether, how much is in these checking, savings, or money market
accounts?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
AMOUNT IN WHOLE _______
DOLLARS: $
{AS72}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS71}
{AS71}
HELP AVAILABLE FOR DEFINITION OF HOW MUCH IS IN.
Soft CHECK:
AMOUNT SHOULD BE WHOLE DOLLAR AMOUNT $1 - $9,999,999
57
Assets (AS) Section
Beta
AS71
Help Enabled
Variable Name
ASET.VALURANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET VALUE CATEGORY
SHOW CARD AS-1.
Which category on the card best indicates the amount in these checking,
savings, or money market accounts?
0 - 500
501 - 1,000
1
2
{AS72}
{AS72}
1,001 - 5,000
5,001 - 10,000
3
4
{AS72}
{AS72}
10,001 - 25,000
25,001 - 50,000
5
6
{AS72}
{AS72}
50,001 - 100,000
7
{AS72}
100,001 - 250,000
250,001 - 500,000
8
9
{AS72}
{AS72}
500,001 - 1,000,000
1,000,001 OR MORE
10
11
{AS72}
{AS72}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
58
{AS72}
{AS72}
Assets (AS) Section
Beta
AS72
Help Enabled (AS72Help)
Variable Name
HOME.OWNJEWEL
Comment Enabled
Jump Back Enabled
Label
OTHER ASSET OR SAVINGS JEWELRY
Size
2
Does anyone in the family have any other savings or assets, such as jewelry,
money owed to you by others, a collection for investment purposes, rights in a
trust or estate where someone in the family is the beneficiary, or an annuity
[that you haven’t already told me about]?
YES
NO
1
2
{AS73}
{AS76}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS76}
{AS76}
HELP AVAILABLE FOR DEFINITION OF ‘OTHER SAVINGS OR ASSETS’.
59
Assets (AS) Section
Beta
AS73
Help Enabled
Comment Enabled
Jump Back Enabled
Variable Name
ASET.ASSETTYP
TYPE OF ASSET
Label
Size
2
ASET.ASETID
ASET.ASETRURN
ASET ID KEY: HOMEID + COUNTER(2)
ROUND STAMP: RU LETTER + ROUND NUMBER
10
2
ASET.CREATEQ
OWNR.OWNRID
CREATION STAMP
OWNR ID KEY: ASETID + PID
4
13
OWNR.OWNRRURN
ROUND STAMP: RU LETTER + ROUND NUMBER
2
OWNR.CREATEQ
CREATION STAMP
4
Who in the family has other savings or assets [such as jewelry, money owed
to you, a collection for investment purposes, rights in a trust or estate, or an
annuity]?
PROBE: Does anyone else in the family have other savings or assets [such
as jewelry, money owed to you, a collection for investment purposes, rights in
a trust or estate, or an annuity]?
CHECK ALL THAT APPLY.
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
{AS74}
DISPLAY INSTRUCTIONS:
DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ AS THE LAST
TWO ENTRIES ON THE ROSTER.
Roster Details
Title:
RU_Members_1
Col #
Header
Instructions
NAME
Display RU member's first, middle, and last names
PERS.FULLNAME
1
Roster Definition:
DISPLAY THE RU_MEMBERS_ROSTER FOR SELECTION OF ONE OR MORE RU
MEMBERS.
60
Assets (AS) Section
Beta
Roster Behavior:
1. MULTIPLE SELECT ALLOWED.
2. EDIT, DELETE, ADD DISALLOWED.
Roster Filter:
NONE. DISPLAY ALL.
AS74
Help Enabled (AS74Help)
Variable Name
ASET.VALUE
Comment Enabled
Jump Back Enabled
Label
Size
9
PRESENT VALUE OF ASSET
What are all the other savings or assets [such as jewelry, money owed to you,
a collection for investment purposes, rights in a trust or estate, or an annuity]
worth together?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
IF AMOUNT IS NOTHING, ENTER ‘0’.
WORTH IN WHOLE _______
DOLLARS: $
{AS76}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS75}
{AS75}
HELP AVAILABLE FOR DEFINITION OF WORTH.
Soft CHECK:
AMOUNT SHOULD BE 0 OR WHOLE DOLLAR AMOUNT $1 - $9,999,999
61
Assets (AS) Section
Beta
AS75
Help Enabled
Variable Name
ASET.VALURANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET VALUE CATEGORY
SHOW CARD AS-1.
Which category on the card best indicates the worth of the other savings or
assets?
0 - 500
501 - 1,000
1
2
{AS76}
{AS76}
1,001 - 5,000
5,001 - 10,000
3
4
{AS76}
{AS76}
10,001 - 25,000
25,001 - 50,000
5
6
{AS76}
{AS76}
50,001 - 100,000
7
{AS76}
100,001 - 250,000
250,001 - 500,000
8
9
{AS76}
{AS76}
500,001 - 1,000,000
1,000,001 OR MORE
10
11
{AS76}
{AS76}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
62
{AS76}
{AS76}
Assets (AS) Section
Beta
AS76
Help Enabled (AS76Help)
Variable Name
HOME.OWNDEBTS
Comment Enabled
Jump Back Enabled
Label
CREDIT CARD BALANCES MEDICAL DEBTS
Size
2
Does anyone in the family have any debts that we haven’t asked about, such
as credit card balances, medical debts, life insurance policy loans, loans from
relatives, and so forth?
YES
NO
1
2
{AS77}
{BOX_02}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{BOX_02}
{BOX_02}
HELP AVAILABLE FOR DEFINITION OF DEBTS.
63
Assets (AS) Section
Beta
AS77
Help Enabled
Comment Enabled
Jump Back Enabled
Variable Name
ASET.ASETID
ASET ID KEY: HOMEID + COUNTER(2)
Label
Size
10
ASET.ASETRURN
ASET.CREATEQ
ROUND STAMP: RU LETTER + ROUND NUMBER
CREATION STAMP
2
4
ASET.ASSETTYP
OWNR.OWNRID
TYPE OF ASSET
OWNR ID KEY: ASETID + PID
2
13
OWNR.OWNRRURN
ROUND STAMP: RU LETTER + ROUND NUMBER
2
OWNR.CREATEQ
CREATION STAMP
4
Who in the family has the debts [such as credit card balances, medical debts,
life insurance policy loans, loans from relatives and so forth]?
PROBE: Does anyone else in the family have the debts [such as credit card
balances, medical debts, life insurance policy loans, loans from relatives and
so forth]?
CHECK ALL THAT APPLY.
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
[First Name,[Middle Name],Last Name]
{AS78}
DISPLAY INSTRUCTIONS:
DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ AS THE LAST
TWO ENTRIES ON THE ROSTER.
Roster Details
Title:
RU_Members_1
Col #
Header
Instructions
NAME
Display RU member's first, middle, and last names
PERS.FULLNAME
1
Roster Definition:
DISPLAY THE RU_MEMBERS_ROSTER FOR SELECTION OF ONE OR MORE RU
MEMBERS.
64
Assets (AS) Section
Beta
Roster Behavior:
1. MULTIPLE SELECT ALLOWED.
2. EDIT, DELETE, ADD DISALLOWED.
Roster Filter:
NONE. DISPLAY ALL.
AS78
Help Enabled (AS78Help)
Variable Name
ASET.OWEDVALU
Comment Enabled
Jump Back Enabled
Label
Size
9
HOW MUCH OWED
How much do these debts amount to?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T
KNOW’.
AMOUNT OWED IN _______
WHOLE DOLLARS: $
{BOX_02}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
{AS79}
{AS79}
HELP AVAILABLE FOR DEFINITION OF ‘DEBTS AMOUNT TO’.
Soft CHECK:
AMOUNT SHOULD BE WHOLE DOLLAR AMOUNT $1 - $9,999,999
65
Assets (AS) Section
Beta
AS79
Help Enabled
Variable Name
ASET.OWEDRANG
Comment Enabled
Jump Back Enabled
Label
Size
2
ASSET CATEGORY OWED
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500
1
{BOX_02}
501 - 1,000
1,001 - 5,000
2
3
{BOX_02}
{BOX_02}
5,001 - 10,000
10,001 - 25,000
4
5
{BOX_02}
{BOX_02}
25,001 - 50,000
6
{BOX_02}
50,001 - 100,000
100,001 - 250,000
7
8
{BOX_02}
{BOX_02}
250,001 - 500,000
500,001 - 1,000,000
9
10
{BOX_02}
{BOX_02}
1,000,001 OR MORE
11
{BOX_02}
----------------------------------------------------------------------------------------------------------------------------------
Refused
Don't Know
RF
DK
BOX_02
GO TO NEXT QUESTIONNAIRE SECTION.
66
{BOX_02}
{BOX_02}
| File Type | application/pdf |
| File Title | C:\Documents and Settings\POLACHEK_L\Local Settings\Temporary Internet Files\OLK8\AS (BETA).snp |
| Author | polachek_l |
| File Modified | 2006-02-20 |
| File Created | 2006-02-20 |