CEQ Wednesday, November 15, 2006
Section # Part Variable Name Question Text Skip Instructions
01 B PUBLHOUS * Ask if not apparent. <1 > [goto ST_HOUS]
<2, D, R> [goto GOVTCOST]
Is this house in a public housing project, that is, is it owned by
a local housing authority or other local public agency?
1. Yes
2. No
01 B GOVTCOST Are your housing costs lower because the Federal, State, or local <1, 2, D, R> [goto ST_HOUS]
government is paying part of the cost?
1. Yes
2. No
01 B ST_HOUS * Ask if not apparent. <1, 2, D, R> [goto BUILDING]
Are these living quarters presently used as student housing by a
college or university?
1. Yes
2. No
01 B BUILDING (Book) 7 ? [F1] <1-9, D, R> [goto ROOMSQ]
<10> [goto S1B_END]
* Ask if not apparent by observation <11> [goto BUILDOTH]
Which best describes this building?
1. Single family detached 7. High-rise
2. Row or townhouse - inner unit 8. Apartment or flat
3. End row or end townhouse 9. Mobile home or trailer
4. Duplex 10. College dormitory
5. 3-plex or 4-plex 11. Other - Specify
6. Garden
Section # Part Variable Name Question Text Skip Instructions
01 B H_BUILD SECTION 1- General Survey Information <Esc Key> [go back to where the F1 was
Part B - General Housing Characteristics pressed]
1. Type of Structure: BUILDING
1. Single family detached (detached structure with only one
primary residence; however the structure could include a rental
unit(s) in the basement, attic, etc.
2. Row or townhouse, inner unit (2, 3 or 4 story structure with
two walls in common with other units and a private ground level
entrance; it may have a rental unit as part of the structure)
3. End row or end townhouse (one common wall)
4. Duplex (detached 2 unit structure with one common wall between
the units)
5. 3-plex or 4-plex (3 or 4 unit structure with all units
occupying the same level or levels)
6. Garden (a multi-unit structure usually wider than it is high,
having 2, 3, or possibly 4 floors; characteristically the units
not only have common walls but are also stacked on top of one
another)
7. High-rise (a multi-unit structure which has 4 or more floors)
8. Apartment or flat (a unit not described above; could be
located in the basement, attic, second floor, or over the
garage of one of the units described above)
9. Mobile home or trailer
10. College dormitory
11. Other
2. Fuels
1. Gas
2. Electricity
3. Fuel
4. Fuel oil
5. Other
6. No fuel used
3. Included with the housing unit
Section # Part Variable Name Question Text Skip Instructions
1. Swimming pool
2. Off-street parking
3. Porch, terrace, pation, or balcony
4. Apartment of guest house
5. Central air conditioning
6. Window air conditioning
01 B BUILDOTH * Specify: <30 characters, NODK, NORF> [goto
ROOMSQ]
01 B ROOMSQ How many ROOMS are there in this unit, including all finished <1-99, D, R> [goto BEDROOMQ]
living areas and excluding all bathrooms?
01 B BEDROOMQ How many BEDROOMS are there in this unit? <0-99, D, R> [goto BATHRMQ]
* Count all rooms used mainly for sleeping, even if also used for other
purposes.
01 B BATHRMQ How many COMPLETE bathrooms are there in this unit? <0-9, D, R> [goto HLFBATHQ]
* A complete bathroom has a toilet, a bathtub or shower, and a sink,
all with running water.
01 B HLFBATHQ How many HALF bathrooms are there in this unit? <0-9, D, R> [goto HEATFUEL]
* A half bathroom has at least a toilet or bathtub or shower, but
does not have all the facilities of a complete bathroom.
01 B HEATFUEL (Book) 7 ? [F1] <1-3, 5, D, R> [goto WATERHT]
<4> [goto HEATOTH]
What fuel is used most for -
Heating this unit?
1. Gas (underground piping)
2. Electricity
3. Fuel oil
4. Other - specify
5. No fuel used
01 B HEATOTH * Specify: <30 Characters, NODK, NORF> [goto
WATERHT]
Section # Part Variable Name Question Text Skip Instructions
01 B WATERHT (Book) 7 ? [F1] <1-3, 5, D, R > [goto COOKING]
<4> [goto WATOTH]
What fuel is used most for -
Heating water in this unit?
1. Gas (underground piping)
2. Electricity
3. Fuel oil
4. Other - specify
5. No fuel used
01 B WATOTH * Specify: <30 Characters, NODK, NORF> [goto
COOKING]
01 B COOKING (Book) 7 ? [F1] <1-3, 5, D, R > [goto UNITFEAT]
<4> [goto COOKOTH]
What fuel is used most for -
Cooking?
1. Gas (underground piping)
2. Electricity
3. Fuel oil
4. Other - specify
5. No fuel used
01 B COOKOTH * Specify: <30 Characters, NODK, NORF> [goto
UNITFEAT]
01 B UNITFEAT (Book) 7 ? [F1] <0-6, 77, R> [goto YRBUILT]
<NODK>
Does this unit have any of the following?
* Enter all that apply, separate with commas
0. None
1. Swimming pool 4. Apartment or guest house
2. Off street parking 5. Central air conditioning
3. Porch, terrace, patio, or balcony 6. Window air conditioning
77. Don't know
01 B YRBUILT About when was this building originally built? <1700-9999, D, R> [goto S1B_END]
* Do not consider later remodelings.
* Probe for best estimate
Section # Part Variable Name Question Text Skip Instructions
01 C COOKOVN (Book) 8 ? [F1] <0, D, R> [goto MIC_OVEN]
<1-99> [goto INCLHOME]
How many cooking stoves, ranges or ovens [fill: do/does] [fill:
YOU_YRCU] have?
* Enter 0 for none
01 C MIC_OVEN (Book) 8 ? [F1] <0, D, R> [goto REFRFREZ]
<1-99> [goto INCLHOME]
How many microwave ovens [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01 C REFRFREZ (Book) 8 ? [F1] <0, D, R> [goto BLTNDISH]
<1-99> [goto INCLHOME]
How many refrigerators [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01 C BLTNDISH (Book) 8 ? [F1] <0, D, R> [goto PORTDISH]
<1-99> [goto INCLHOME]
How many built-in dishwashers [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01 C PORTDISH (Book) 8 ? [F1] <0, D, R> [goto GARBDISP]
<1-99> [goto INCLHOME]
How many portable dishwashers [fill: do/does] [fill: YOU_YRCU] have?
01 C GARBDISP (Book) 8 ? [F1] <0, D, R> [goto CLWASHER]
<1-99> [goto INCLHOME]
How many garbage disposals [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01 C CLWASHER (Book)8 ? [F1] <0, D, R> [goto CLDRYER]
<1-99> [goto INCLHOME]
How many clothes washers [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
Section # Part Variable Name Question Text Skip Instructions
01 C CLDRYER (Book) 8 ? [F1] <0, D, R> [goto CLRTV]
<1-99> [goto INCLHOME]
How many clothes dryers [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01 C CLRTV (Book) 8 ? [F1] <0, D, R> [goto HM_COMP]
<1-99> [goto INCLHOME]
How many televisions [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01 C HM_COMP (Book) 8 ? [F1] <0, D, R> [goto SND_SYS]
<1-99> [goto INCLHOME]
How many home computers [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01 C SND_SYS (Book) 8 ? [F1] <0, D, R> [goto VIDEO_EQ]
<1-99> [goto INCLHOME]
How many sound components, component system, or compact disc
sound systems [fill: do/does]
[fill: YOU_YRCU] have?
* Enter 0 for none
01 C VIDEO_EQ (Book) 8 ? [F1] <0, D, R> [goto S1C_END]
<1-99> [goto INCLHOME]
How many VCR's, DVD players, or digital video recorders [fill: do/does]
[fill: YOU_YRCU] have?
* Enter 0 for none
Section # Part Variable Name Question Text Skip Instructions
01 C H_S1C Section 1 - GENERAL SURVEY INFORMATION - Continued <Esc> [return to where the F1 was pressed]
Part C - MAJOR HOUSEHOLD APPLIANCES
- Cooking stove, range, or oven
convection oven
- Microwave oven
- Refrigerator or home freezer
- Home Freezer
- Built-in Dishwasher
- Portable dishwasher
- Garbage disposal
- Clothes washer
- Clothes dryer
- Television
- Home Computer
- Sound component, component system, or compact disc sound system
- VCR's, DVD players, or digital video recorders
01 C INCLHOME [Fill: Was this / Were any of these] included in the home when you <1,2,D,R> [goto next question on grid] [If
moved in? no more screeners, goto S1C_end]
1. Yes
2. No
02 - STLRENT <1, D, R> [Goto RENTED]
Last time [YOU_YRCU] reported renting these living quarters. Do <2> [Goto RTASPAY]
you still rent? <3> [Goto Section 3]
1. Yes
2. No
3. No - buying the sample unit
Section # Part Variable Name Question Text Skip Instructions
02 - OWNED Do you own this home? <1> [goto Section 3]
<2, D, R> [goto RENTED]
* Include CU's with mortgages as owners.
1. Yes
2. No
02 - RENTED <1, D, R> [If Intnmbr is 1 goto RENTX3]
Do [Fill: YOU_ANYMEM] [fill: still] pay rent for these living [goto RENTX1]
quarters? <2> [goto RTASPAY]
1. Yes
02 - MORERENT Since the first of [fill: REF_MONTH] have [fill:YOU_ANYMEM] <1> [If Intnmbr is 1 goto RENTX3]
rented any houses, apartments, or temporary living quarters NOTused [goto RENTX1]
entirely for business or vacation? <2,D,R> [goto S2_END]
* Do NOT include college or university regulated housing.
1. Yes
2. No
02 - RENTX1 What was your total rental payment for [Fill: REF_MONTH] for this <0-9999999, D, R> [goto RENTX2]
unit?
Include any extra charges for garage or parking facilities, but do not include
direct payments
02 - RENTX2 What was the total rental payment for [Fill: TWO_MONTH] for this <0-9999999, D, R> [goto RENTX3]
02 - RENTX3 What was your total rental payment for [Fill: LAST_MON] for this unit? <0-9999999, D, R> [goto RTELECT]
[fill: Include any extra charges for garage or parking facilities, but do not
include
02 - RTELECT Does the rental payment include the cost of- <1, 2, D, R> [goto RTGAS]
. . .Electricity?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
02 - RTGAS * Repeat if necessary <1, 2, D, R> [goto RTWATER]
Does the rental payment include the cost of-
. . . .Gas?
1. Yes
2. No
02 - RTWATER * Repeat if necessary <1, 2, D, R> [goto RTHEAT]
Does the rental payment include the cost of-
. . .Piped in water?
1. Yes
2. No
02 - RTHEAT * Repeat if necessary <1, 2, D, R> [goto RTTRASH]
Does the rental payment include the cost of-
. . . .Heating?
1. Yes
2. No
02 - RTTRASH * Repeat if necessary <1, 2, D, R> [goto RTPARK]
Does the rental payment include the cost of-
. . .Trash/garbage collection?
1. Yes
2. No
02 - RTPARK * Repeat if necessary <1, 2, D, R> [goto RTASPAY]
Does the rental payment include the cost of-
. . .Garage and parking facilities?
1. Yes
2. No
02 - RTASPAY Did [Fill: YOU_ANYMEM] receive any reduced or free rent for <1> [goto RTCOMPX]
this unit as a form of pay since the first of [Fill: REF_MONTH]? <2, D, R> [goto RTBSNS]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
02 - RTCOMPX What is the current monthly rental charge to another tenant for a <1-999999, D, R> [goto REGRNTX]
similar unit?
02 - REGRNTX What is your regular rental payment? <0-999999, D, R> [goto RTBSNS]
02 - RTBSNS Is any portion of this unit used for your own business? <1> [goto RTBSNSZ]
<2, D, R> [If PSU = 06037, 06073, 06075,
* Enter to the nearest whole percent 06087, 06097, 11001, 24021, 24043, 34003,
34013, 34017, 34023, 34027, 34031, 34037,
1. Yes 36005, 36047, 36059, 36061, 36081, 36085,
2. No 36087, 36103, 36119, goto RENTCONT]
[Else, goto MORERNT]
02 - RTBSNSZ What percent of the rental payment is counted as a <1-100, D, R> [If PSU = 06037, 06073,
business expense? 06075, 06087, 06097, 11001, 24021, 24043,
34003, 34013, 34017, 34023, 34027, 34031,
* Enter to the nearest whole percent. 34037, 36005, 36047, 36059, 36061, 36081,
36085, 36087, 36103, 36119, goto
RENTCONT] [Else, goto MORERNT]
02 - RENTCONT Is this unit under rent control? <1, 2, D, R> [goto MORERNT]
1. Yes
2. No
02 - MORERNT Since the first of [fill: (REF_MONTH)], have [fill: <1> [If Intnmbr is 1 goto RENTX3]
(YOU_ANYMEM)] [goto RENTX1]
rented any other houses, apartments, or temporary living <,2, D, R> [goto S2_END]
quarters NOTused entirely for business or vacation?
* Do NOT include college or university regulated housing.
1. Yes
2. No
03 A1 S3_INTRO [Fill: Now I am going to update the information you provided in the last <1> [If there are records on input with
interview for owned living 8500.OPB_STAT = 1, goto S3A1_INV]
quarters and other owned real estate/ Now I am going to ask about [If INTNMBR = 2-5 and there are no
owned living quarters records on input with 8500.OPB_STAT=1
and other owned real estate.] goto PURPROP]
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
03 A1 STILOWN <1,2, D, R> [goto BSNSEXPA]
[fill: Do/Does] [fill: YOU_YRCU] still own your [fill:
8500.PROPDESC]?
1. Yes
03 A1 BSNSEXPA [Fill: Are/Were] any of the expenses for this property deducted <1> [goto OBSNSZBA]
as business, farm, or rental expenses? <2, D, R> [If there are previously
reported loans with 8500.LOANTYPE = 1,
1. Yes 2 AND
2. No 8500.OPF_STAT = 1, goto
MCHANGE]
[Else if there are previously
reported loans with 8500.LOANTYPE = 3
AND
8500.OPH_STAT = 1,
goto PDLOAN2]
[If (no loans) OR (all
previously reported loans have been
updated), goto ADDMORT]
03 A1 OBSNSZBA <1-99, D,R> [If (there are previously
What percent of the expenses for this property are (were) deducted? reported loans with 8500.LOANTYPE = 1,
2) AND
(8500.OPF_STAT = 1),
goto MCHANGE]
[Else if (there are previously
reported loans with 8500.LOANTYPE = 3)
AND
(8500.OPH_STAT = 1),
goto PDLOAN2]
[If (no loans) OR (all
previously reported loans have been
updated), goto ADDMORT]
<100> [goto ERR2] [If ERR2 is
suppressed, goto STILOWN for next
property]
[If no more properties, goto
Section # Part Variable Name Question Text Skip Instructions
03 A1 MCHANGE [FiIl: Since your last interview, have there been any changes to your <1> [goto MORTCHNG]
[Fill: Mortgage/lump sum home equity loan] such as refinancing, a change <2, D,R> [If 8500.FIXEDRTE = 1 goto
in property taxes or insurance, or ending the loan? MCHANGE for the next loan for this
property with 8500.LOANTYPE = 1, 2 and
[Fill: For the [Fill: Mortgage/lump sum home equity loan] in which you
reported a payment of 8500.OPF_STAT = 1] If
[Fill: of 8500 MRTPMTX/’blank’], since your last interview, have there there are loans with LOANTYPE=3 and
been any changes to that [Fill: Mortgage/lump sum home equity loan], OPF_STAT = 1 goto PDLOAN2, else goto
such as refinancing, a change in property taxes or insurance, or ending the ADDMORT
loan?]
1. Yes
2. No
03 A1 MORTCHNG <1,4> [goto PYRINIJ]
What was the reason for the change in your <2> [goto NEWMRRTJ]
[fill: mortgage/lump sum home equity loan] for your [fill: <3> [goto MORTCHMO]
8500.PROPDESC]? <5-8, D, R> [goto ORWHAT]
1. Change in escrow payment (include changes in
property taxes, insurance)
2. Change in interest rate
3. Paid off
4. Change in amount of the graduated payment for a
graduated payment [fill: mortgage/lump sum home equity loan]
5. [Fill: Mortgage/Lump sum home equity loan] renegotiated
(rollover or renegotiable
[Fill: mortgage/lump sum home equity loan])
6. Refinanced [fill: mortgage/lump sum home equity loan] (this
includes changing the
term of the [fill: mortgage/lump sum home equity loan])
7. Other reasons
8. More than one of the above
03 A1 ORWHAT Is this a 30-year [Fill: mortgage/ lump sum home equity loan], a 15- <1, 2, D,R> [goto FIXEDRTJ]
year <3> [goto MRTTERMJ]
[Fill: mortgage/ lump sum home equity loan], or something else?
1. 30-year
2. 15-year
03 A1 MRTTERMJ * Enter number of years. <1-50, D, R> [goto FIXEDRTJ]
Section # Part Variable Name Question Text Skip Instructions
03 A1 FIXEDRTJ Is this a fixed rate [Fill: mortgage/lump sum home equity loan]? <1> [goto ORGMRTJX]
<2,D,R> [goto PAYTYPJ]
1. Yes
2. No
03 A1 PAYTYPJ (Book) 12 <1-3, D,R> [ If precode 3 is included goto
PAYTOTHJ], else goto ORGMRTJX
There are many different kinds of [Fill: mortgage/lump sum home
equity loan]s.
Which one of these comes closest to [Fill: YRS_YRCS]?
*Read each item on list.
*Mark all that apply, separate with commas.
1. Variable or adjustable interest rate (ARM)
2. Interest only
3. Something else - specify
03 A1 PAYTOTHJ * Specify: <30 characters> [goto ORGMRTJX]
03 A1 ORGMRTJX <1-99999999, D,R> [goto NEWMRRTJ]
What was the amount of the [Fill: mortgage/ lump sum home equity
loan] when
[Fill: YOU_YRCU] first obtained it, not including any interest?
03 A1 NEWMRRTJ ? [F1] <00.000 - 99.999, D, R> [goto PYRINIJ]
What is the current interest rate for this [Fill: mortgage/ lump sum
home equity loan]?
* Enter percent including decimal
03 A1 H_NEWMRRT Fraction Conversion Chart For Interest Rates <Esc> [got back to NEWMRRTJ]
Fraction %
1/2 .50
1/4 .25
3/4 .75
1/8 .125
2/8 .25
3/8 .375
4/8 .50
5/8 .625
6/8 .75
7/8 .875
Section # Part Variable Name Question Text Skip Instructions
03 A1 PYRINIJ (Book) 13 <1-5, 77, R> [FIXEDRTJ = 2, D, R goto
MORTCHMO], else [goto MRTPMTJX]
On [fill: YR_YRCUS] last regular payment, which of these things <6> [goto PYJOTH]
were included?
* Enter all that apply, separate with commas
1. Principal
2. Interest
3. Property taxes
4. Property insurance
5. Mortgage guarantee insurance
6. Any other payments - specify
77. Don't know
03 A1 H_PAYINCL Section 3 - OWNED LIVING QUARTERS AND OTHER OWNED <Esc> [go back to PYRINIJ or PAYINCL]
REAL ESTATE
MORTGAGE PAYMENT ITEMS
1 - Principal and interest
2 -- Property taxes
3 -- Property insurance
4 -- Life insurance
5 -- Mortgage guarantee insurance
6 -- Any other payments (Specify)
7 -- Interest only (no principal)
03 A1 PYJOTH * Specify: <30 characters> [FIXEDRTJ = 2, D, R
goto MORTCHMO], else [goto
03 A1 MRTPMTJX <1-99999999, D,R> [If any codes 3 - 6 are
How much is [fill: YR_YRCUS] [Fill: mortgage/lump sum home equity selected in PYRINIJ goto PRININJX]
loan] payment per month? [Else goto
MORTCHMO]
03 A1 PRININJX How much of that amount is for [Fill: principal/interest/principal and <0-99999999, D,R> [goto
interest]?
Section # Part Variable Name Question Text Skip Instructions
03 A1 MORTCHMO In what month did [Fill: you pay off your [Fill: mortgage/lump sum <1-12,D,R> [If FIXEDRTJ = 2, D, R goto
home equity loan]/ PYMTJX1] else [goto MCHANGE for next
your [Fill: mortgage/lump sum home equity loan] change]? loan for this property with
8500.LOANTYPE = 1, 2 and
8500.OPF_STAT = 1 ]
[If no
more loans with (8500.LOANTYPE = 1, 2
and
8500.OPF_STAT = 1) for this property
AND there are loans
for this property with 8500.LOANTYPE =
3 and
8500.OPH_STAT = 1, goto PDLOAN2]
else
[goto ADDMORT]
03 A1 PYMTJX1 How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump <0-99999999, D, R> [if any codes 3-6
sum home equity loan] in [fill: REF_MO]? selected in PYRINIJ or 8500.PAYINCL goto
PRNINJX1], else goto PYMTJX2
If PYMTJX1 = 0 skip to the next payment
(PYMTJX2)
03 A1 PRNINJX1 How much of that amount is for [fill: principal/interest/principal and <0-99999999, D, R> [goto PYMTJX2]
interest]?
03 A1 PYMTJX2 How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump <1-99999999, D, R> [If any codes 3 to 6
sum home equity loan] in [fill: TWO_MONTH]? selected in PYRINIJ or 8500.PAYINCL goto
PRNINJX2], else PYMTJX3
03 A1 PRNINJX2 How much of that amount is for [fill: principal/interest/principal and <0-99999999, D, R> [goto PYMTJX3], [If
interest]? 8500.LOANTYPE = 3, goto PDLOAN2],
else [goto ADDMORT]
03 A1 PYMTJX3 How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump <1-99999999, D, R> [If any codes 3 to 6
sum home equity loan] in [fill: LAST_MONTH]? selected in PYRINIJ or 8500.PAYINCL goto
PRNINJX3],[ goto MCHANGE for the
next loan for this property with
8500.LOANTYPE = 1 or 2 AND
8500.OPF_STAT = 1], [If
8500.LOANTYPE = 3, goto PDLOAN2],
Section # Part Variable Name Question Text Skip Instructions
03 A1 PRNINJX3 How much of that amount is for [fill: principal/interest/principal and <0-99999999, D, R> [goto MCHANGE for
interest]? next loan for this property with
8500.LOANTYPE = 1 or 2 AND
8500.OPF_STAT = 1], [If
8500.LOANTYPE = 3, goto PDLOAN2],
03 A1 PDLOAN2 <1> [goto PD2AMTX]
Since the first of [Fill: REF_MON], [Fill: HAVE_HAS2] [Fill: <2, D, R> [goto TOTOWED2]
YOU_YRCU]
made any payments for your line of credit home equity loan?
1. Yes
2. No
03 A1 PD2AMTX1 What was the total amount paid in [fill: REF_MONTH]? <0-99999999, D,R> [if INTNMBR = 1
goto TOTOWED2]
[else goto PD2AMTX2]
03 A1 PD2AMTX2 What was the total amount paid in [fill: TWO_MONTH]? <0-99999999, D,R> [goto PD2AMTX3]
03 A1 PD2AMTX3 What was the total amount paid in [fill: LAST_MONTH]? <0-99999999, D,R> [goto TOTOWED2]
03 A1 TOTOWED2 How much was owed before the last payment? <1-99999999, D,R> [goto PDLOAN2 for
next loan for this property with
8500.LOANTYPE = 3 and
8500.OPH_STAT
= 1]
[if no more loans for
this property with 8500.LOANTYPE = 3
and
8500.OPH_STAT =
1, goto ADDMORT]
03 A1 ADDMORT Since the first of [Fill REF_MONTH], [Fill HAVE_HAS2] [Fill <1> [goto HEQUITY]
YOU_YRCU] <2, D, R> [goto S3A1_CHK1]
obtained any [fill: additional] mortgages, including second mortgages or
home
equity loans, for your [Fill: 8500.PROPDESC]?
[Fill: Do not include reverse mortgages.]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
03 A1 HEQUITY <1> [goto OTHLOAN]
Was this a mortgage or home equity loan? <2> [goto HELTYPE]
<D,R> [goto OTHLOAN]
1. Mortgage
2. Home equity loan
03 A1 HELTYPE <1,2, D, R> [goto OTHLOAN]
There are two basic types of home equity loans:
A loan where [Fill: YOU_YRCU] received the entire lump-sum
borrowed when [Fill: YOU_YRCU] took out the loan; or
A line of credit loan where [Fill: YOU_YRCU] can increase the
amount borrowed by simply writing a check or using a special
credit card.
Which type more closely describes this new home equity loan?
1. Lump sum home equity loan
2. Line of credit home equity loan
03 A1 OTHLOAN <1> [goto HEQUITY]
Did you have any other new mortgages or home equity loans for [Fill: <2, D, R> [goto S3A1_CHK1]
8500.PROPDESC]?
1. Yes
2. No
03 A1 PURPROP [Fill: Other than the Sample Unit which you recently acquired,] [Fill: <1> [goto PCODE]
s/Since] the first of <2, D, R> [goto 3A1_END]
[Fill: REF_MONTH], [Fill: HAVE_HAS2] [Fill: YOU_YRCU]
purchased or otherwise acquired
any property or real estate?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
03 A1 PCODE (Book) 9 <1 - 4 > [if 1 selected goto NPROP2]
[if 3 selected goto NPROP4]
What kind of property(ies) is this new property or real estate? [if 4 selected goto NPROP5]
* Enter all that apply, separate with commas
1. A second home, vacation home, recreational property or
timeshare
2. Property for business or investment purposes only
3. Unimproved land with no buildings on it
4. Other property
03 A1 NPROP2 Book # [F1] <1-20> [if 3 selected in PCODE, goto
NPROP4]
How many second homes, vacation homes or recreational properties , [if 4 selected in PCODE, goto
including timeshares? NPROP5]
[else goto S3A1_END]
* Exclude right-to-use timeshares, vacation clubs, or destination clubs.
03 A1 H_S3A Section 3 - Owned Living Quarters and Other Owned Real Estate <empty> [go back to NPROP2]
03 A1 NPROP4 How many were unimproved land with no buildings on it? <1-20> [if 4 selected in PCODE, goto
NPROP5]
[else goto S3A1_END]
03 A1 NPROP5 How many other properties? <1-20> [goto S3A1_END]
03 A1 PD2A_TX2 ** OUT VARIABLE ** <Blank, A1>
03 A1 PD2A_TX3 ** OUT VARIABLE ** <Blank, A1>
03 A1 NEWM_RTJ ** OUT VARIABLE ** <Blank, A1>
03 A2 S3_INTRO <1> [goto OTHERHOM]
Now I am going to ask about owned living quarters and other owned real
estate.
1. Enter 1 to Continue
03 A2 OTHERHOM Since the first of [Fill: REF_MONTH], [Fill: HAVE_HAS] [Fill: <1> [goto NOPROP]
YOU_YRCU] <2, D,R> [goto BUSPROP3]
lived in any other home that [Fill: YOU_ANYMEM] still [Fill:
own/owns]?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
03 A2 NOPROP How many? <1-20, D,R> [goto BUSPROP3]
03 A2 BUSPROP3 [Fill: Do/Does] [Fill: YOU_YRCU] own any property only for <1,2, D, R> [goto SECHOME]
business or investment purposes?
1. Yes
2. No
03 A2 SECHOME (Book) # ? [F1] <1> [goto SEC_NUM]
<2, D, R> [goto NOBUILD]
[Fill: In the following questions, please do not include any of the
properties [Fill: YOU_YRCU]
[Fill: own/owns] only for business or investment purposes. ]
[Fill: Other than property you have already mentioned,]
[Fill: Do/Does] [Fill: YOU_YRCU] own a second home, vacation
home,
or recreational property, including timeshares?
* Exclude right-to-use timeshares, vacation clubs, or destination clubs.
1. Yes
2. No
03 A2 SEC_NUM How many? <1-20, D, R> [goto NOBUILD]
03 A2 NOBUILD Other than property you have already mentioned, [Fill: do/does] <1> [goto BUILDNUM]
[Fill: YOU_YRCU] own any unimproved land, that is, land without <2, D,R> [goto OTHREAL]
buildings on it?
1. Yes
2. No
03 A2 BUILDNUM How many? <1-20, D,R> [goto OTHREAL]
03 A2 OTHREAL [Fill: Do/Does] [Fill: YOU_YRCU] own any other real estate? Please <1> [goto OTHNUM]
do not include any properties <2, D,R> [goto NOLONGER]
owned only for business or investment purposes.
1. Yes
2. No
03 A2 OTHNUM How many? <1-20, D,R> [goto NOLONGER]
Section # Part Variable Name Question Text Skip Instructions
03 A2 NOLONGER Since the first of [Fill: REF_MONTH], did [Fill: YOU_YRCU] own <1> [goto NUMPRPTY]
any <2, D,R> [goto S3A2_END]
real estate or land that [Fill: YOU_YRCU] no longer [Fill: own/owns]?
03 A2 NUMPRPTY How many different properties? <1-20> [goto P_TYPE]
<D, R> [goto S3A2_END]
03 A2 P_TYPE (Book) 9 ? [F1] <1-5> [If NUMPRTY is D, R goto
S3A2_END]
What type of [Fill: property was it/properties were they]? [If 1 selected in P_TYPE and
NUMPRPTY is greater than 1 goto
* Enter all that apply, separate with commas. HWMANY1]
[If only 1 selected in P_TYPE and
1. A home in which [Fill: YOU_YRCU] used to live NUMPRPTY = 1 goto S3A2_END]
2. Property for business or investment purposes only
3. A second home, vacation home, recreational property, or [If 2 selected in P_TYPE and
timeshare NUMPRPTY is greater than 1 goto
4. Unimproved land with no buildings on it HWMANY2]
5. Other property [If only 2 selected in P_TYPE and
. NUMPRPTY = 1 goto S3A2_END]
[If 3 selected in P_TYPE and
NUMPRPTY is greater than 1 goto
HWMANY3]
[If only 3 selected in P_TYPE and
NUMPRPTY = 1 goto S3A2_END]
[If 4 selected in P_TYPE and
NUMPRPTY is greater than 1 goto
HWMANY4]
[If only 4 selected in P_TYPE and
NUMPRPTY = 1 goto S3A2_END]
[If 5 selected in P_TYPE and
NUMPRPTY is greater than 1 goto
HWMANY5]
[If only 5 selected in P_TYPE and
NUMPRPTY = 1 goto S3A2_END]
<R> [goto S3A2_END]
Section # Part Variable Name Question Text Skip Instructions
03 A2 HWMANY1 How many homes in which [Fill: YOU_YRCU] used to live did [Fill: <1-9, D, R> [If 2 selected in P_TYPE goto
YOU_YRCU] dispose HWMANY2]
of since [Fill: REF_MONTH]? [If 3 selected in P_TYPE goto
HWMANY3]
[ If 4 selected in P_TYPE goto
HWMANY4]
[ If 5 selected in P_TYPE goto
HWMANY5]
[Else goto S3A2_CHK]
03 A2 HWMANY2 How many business or investment properties did [Fill: YOU_YRCU] <1-9, D, R> [ If 3 selected in P_TYPE goto
dispose of HWMANY3]
since [Fill: REF_MONTH]? [ If 4 selected in P_TYPE goto
HWMANY4]
[ If 5 selected in P_TYPE goto
HWMANY5]
[Else goto S3A2_CHK]
03 A2 HWMANY3 How many second homes, vacation homes, recreational properties, or <1-9, D, R> [ If 4 selected in P_TYPE goto
timeshares HWMANY4]
did [Fill: YOU_YRCU] dispose of since [Fill: REF_MONTH]? [ If 5 selected in P_TYPE goto
HWMANY5]
[Else goto S3A2_CHK]
03 A2 HWMANY4 How many unimproved land properties did [Fill: YOU_YRCU] dispose <1-9, D, R> [ If 5 selected in P_TYPE goto
of since [Fill: REF_MONTH]? HWMANY5]
[Else goto S3A2_CHK]
03 A2 HWMANY5 How many other properties did [Fill: YOU_YRCU] dispose of since [Fill: <1-9, D, R> [goto S3A2_CHK]
REF_MONTH]?
Section # Part Variable Name Question Text Skip Instructions
03 A2 ERR_NMPROP ** Hard Edit**
-----------------------------------------------------------------------------------------
----------------------------------
* The total number of properties does not match the sum of the different
types of
properties reported.
Please verify.
-----------------------------------------------------------------------------------------
---------------------------------
Question involved | Value
-----------------------------------------------------------------------------------------
--------------------------------
HWMANY1: # used to live in
HWMANY2: # business properties
HWMANY3: # second homes
HWMANY4: # unimproved land
HWMANY5: # other properties
NUMPRPTY: # no longer own
___________________________________________________________
__
| Goto | Close |
-----------------------------------------------------------------------------------------
----------------------------------
03 A2 H_PTYPE Section 3 - OWNED LIVING QUARTERS AND OTHER OWNED <Esc> [go to P_TYPE]
REAL ESTATE
TYPES OF OWNED REAL ESTATE
1 - A home in which you used to live
2 - Property for business or investment purposes
only
3 - A second home, vacation home, or recreational
property, including timeshares
4 - Unimproved land with no buildings on it
5 - Other property
Section # Part Variable Name Question Text Skip Instructions
03 B WHICH_PROP [fill: Now I'm going to ask some questions about your owned properties./ <1-5> [goto PROPDESC]
Now I'm going to ask about your next property.]
* Enter type of property
[Fill: 2. Former Home]
3. Vacation prop, second home, recreational property
4. Unimproved land
5. Other Property
03 B PROPDESC [Fill: Now I'm going to ask some questions about your Sample Unit.] <30 characters> [If OWNYB = 300 goto
TIMESHAR]
[ELSE goto SHARED2]
[Fill: * Briefly describe the [Fill: former home/Vac./sec./rec. prop or
time share/unimproved land/other property] ]. <888> [goto next property]
[Fill: * Press Enter to continue / * Enter 888 to delete this property. ]
03 B TIMESHAR Is this a time-sharing arrangement where [Fill: YOU_YRCU] [Fill: <1>[goto SHARWKS]
HAVE_HAS2] use of the property only for a specified time each year? <2> [goto SHARED2]
1. Yes
2. No
03 B SHARWKS How many weeks per year can [fill: YOUR_YRCU] use your timeshare? <1 - 52, D, R> [goto SHARED1]
03 B SHARED1 [Fill: Do/Does] [fill: YOU_YRCU] own the timeshare with anyone else <1> [goto SHARPER1]
outside your CU? <2, D, R> [goto COUNTRY]
1. Yes
2. No
03 B SHARPER1 What percent of the timeshare [fill: do/does] [fill: YOU_YRCU] own? <1 - 99, D, R> [goto COUNTRY]
03 B SHARED2 [Fill: Do/Does] [fill: YOU_YRCU] share ownership of the property <1> [goto SHARPER2]
with anyone else? <2, D, R> [if OWNYB = 300, goto
COUNTRY]
1. Yes [ELSE if INTNMBR = 2 - 5 and
2. No NEWCU is not 1 AND OWNYB ne 100
goto STILOWNB]
[ELSE goto BSNSEXP]
Section # Part Variable Name Question Text Skip Instructions
03 B SHARPER2 What percentage of the property [fill: do/does] [fill: YOU_YRCU] own? <1 - 99, D, R> [If OWNYB = 300, goto
COUNTRY]
[ELSE, if INTNMBR = 2 - 5
AND NEWCU is not 1 AND OWNYB NE
100 goto STILOWNB]
[ELSE, goto BSNSEXP]
03 B COUNTRY * Ask if not apparent <1> [goto STATE]
* If this is a timeshare with multiple locations, select the most often <2, D, R> [If INTNMBR = 2 - 5 AND
used location. NEWCU is not 1 and OWNYB ne 100 goto
STILOWNB]
Where is the property located? [ELSE goto BSNSEXP]
1. United States
2. Foreign Country
03 B STATE * Enter the two character State abbreviation < 2 character state abbreviation, D, R>
[goto CNTYCODE]
03 B CNTYCODE What county is the property located in? <30 characters, D, R> [If INTMBR = 2 - 5
AND NEWCU is not 1 AND OWNYB ne
* If the county name is not found, key X. 100 goto STILOWNB]
[ELSE goto
BSNSEXP'
03 B OTHCNTY * Specify other county <30 characters> [If INTNMBR = 2 - 5 AND
NEWCU is not 1 AND OWNYB ne 100
goto STILOWNB
[ELSE goto BSNSEXP]
03 B STILOWNB * Ask if not apparent <1, 2, D, R> [goto BSNSEXP]
Do you still own this property?
1. Yes
2. No
03 B BSNSEXP [Fill: Are/Were] any of the expenses for this property deducted <1> [goto OBSNSZB]
as business, farm, or rental expenses? <2,D,R> [goto ACQUIRYR]
1. Yes
2. No
03 B OBSNSZB What percent of the expenses for this property [Fill: are/were] deducted? <1-99, D, R> [goto ACQUIRYR]
<100> [goto Next property, If no
more properties, goto S3I_END]
Section # Part Variable Name Question Text Skip Instructions
03 B ACQUIRYR In what year did [Fill: YOU_YRCU] close or settle on this property? <1900 - 9999, D, R> [goto ACQUIRMO]
03 B ACQUIRMO In what month did [Fill: YOU_YRCU] close or settle on this property? <1 - 12, D, R> [If
ACQUIRMO/ACQUIRYR are within the
reference period, goto GIFTPROP]
[Else, goto ANPROPTX]
03 B GIFTPROP Was this property received as a gift or inheritance? <1,D,R> [goto ANPROPTX]
<2> [goto OWN_PURX]
1. Yes
2. No
03 B OWN_PURX (Book) 10 ? [F1] <0-99999999, D,R> [goto CLOSECST]
What was the total price paid for [Fill: this/the] property, not
including
closing costs? Closing costs include the kinds of things listed
03 B CLOSECST (Book) 10 ? [F1] <0-99999999, D,R> [goto OWNDPMTX]
About how much were the closing costs?
03 B H_CLOSECOST Section 3 - OWNED LIVING QUARTERS AND OTHER OWNED <Esc> [go back to OWN_PURX or
REAL ESTATE CLOSECST]
Closing Costs:
Advertising costs Property survey charges
Deed preparation Recording fees
Escrow payment Title search
Lawyer’s fees Transfer taxes
Points paid by buyer Real esate listing service fees
03 B OWNDPMTX What was the amount of the down payment? <0-99999999, D,R> [goto ANPROPTX]
03 B ANPROPTX What [Fill: are/were] the annual property taxes for [Fill: this/the] <0-99999999, D,R> [If OWNYB = 400
goto S3B_END]
[Else if OWNYB ne
400 AND NOT (OWNYB = 100 AND
BUILDING (from Section 1C) = 1, 9 , 10] go
to PROPTYPE]
[Else goto S3B_END]
Section # Part Variable Name Question Text Skip Instructions
03 B PROPTYPE * Ask if not apparent. <1-3> [goto S3B_END]
* If respondent doesn't know or refuses select pre-code 3.
[Fill: Is/Was] this property a -
1. Condominium?
2. Cooperative?
3. Something else?
03 B S3B_END ** CHECK ITEM ** [If STILOWNB = 2, goto Section 3D]
[ELSE goto Section 3E]
03 D DISPMTHD <1,2, D, R> [goto DISPYR]
You said [Fill: YOU_YRCU] no longer [Fill: own/owns] your [Fill: <3> [goto DISPOTH]
PROPDESC].
Did [Fill: YOU_YRCU] sell it, give it to someone outside your CU, or
do
something else with it?
1. Sold the property or traded the property in
2. Gave it to someone outside CU
3. Something else, other - specify
03 D DISPOTH * Specify: <30 Characters> [goto DISPYR]
03 D DISPYR <1998 - 9999, D, R> [goto DISPMO]
In what year did [Fill: YOU_YRCU] [Fill: sell (trade) this
property/give this property to
someone outside your CU/dispose of this property]?
03 D DISPMO In what month did [Fill: YOU_YRCU] [Fill: sell (trade) this <1 - 12, D, R> [If DISPMTHD = 1 AND
property/give this property to (DISPMO and DISPYR are within the
someone outside your CU/dispose of this property]? reference period)
goto DISPX]
[Else go to S3D_END]
03 D DISPX <0-99999999, D,R> [goto DISPEXPX]
What was the selling price (trade-in value)?
03 D DISPEXPX (Book) 11 ? [F1] <0-99999999, D, R> [goto MORTHOLD]
Here is a list of some of the costs people may have when selling
(trading) property. Looking at the list may help you remember
what [Fill: YR_YRCUS] expenses were. What were [Fill:
YR_YRCUS]
Section # Part Variable Name Question Text Skip Instructions
03 D H_DISPEXPX Section 3 - OWNED LIVING QUARTERS AND OTHER OWNED <Esc> [go back to DISPEXPX]
REAL ESTATE
Costs for selling a property:
Advertising costs Lawyer’s fees
Closing costs Mortgage penalties
Commission to Realtor Points for financing
Deferred mortgage interest payment Property inspection
Real estate listing service fees
03 D MORTHOLD <1> [goto TRUSTX]
Did [Fill: YOU_YRCU] finance any part of the sale (trade) <2, D, R> [goto S3D_END]
for the buyer?
1. Yes
2. No
03 D TRUSTX <1-99999999, D,R> [goto S3D_END]
What was the amount of the mortgage that [Fill: YOU_YRCU]
03 E PRESMORT <1> [goto NUMMORT1]
Now I am going to ask about mortgages for your [Fill: PROPDESC]. <2, D, R> [goto HADMORT]
Excluding home equity loans, [Fill: and reverse mortgages],
[Fill:do/does] [Fill: YOU_YRCU]
presently have a mortgage on your [Fill: PROPDESC]?
1. Yes
2. No
03 E NUMMORT1 How many mortgages [Fill: HAVE_HAS2] [Ffill: YOU_YRCU] had <1-8, D, R> [goto HOMEQ_YN]
on this
property since the first of [Fill: REF_MONTH]?
03 E HADMORT <1> [goto NUMMORT2]
[Fill: HAVE_HAS1] [Fill: YOU_YRCU] had a mortgage on this <2, D, R > [goto HOMEQ_YN]
property
since the first of [Fill: REF_MONTH]?
1. Yes
03 E NUMMORT2 <1-8, D, R> [goto HOMEQ_YN]
How many mortgages [Fill: HAVE_HAS2] [Fill: YOU_YRCU] had on
this
property since the first of [Fill: REF_MONTH]?
Section # Part Variable Name Question Text Skip Instructions
03 E MRTCPSHA Since the first of [Fill: REF_MONTH], in addition to [Fill: <1> [goto NUMMORT3]
YR_YRCUS] share of the <2, D, R> [goto HOMEQ_YN]
cooperative’s total costs, did [Fill: YOU_YRCU] make payments on a
mortgage
that was obtained from an outside lender for [Fill: YR_YRCUS] shares
in the cooperative?
1. Yes
2. No
03 E NUMMORT3 <1-8, D, R> [goto HOMEQ_YN]
How many mortgages [Fill: HAVE_HAS2] [Fill: YOU_YRCU] had on
this
property since the first of [Fill: REF_MONTH]?
03 E HOMEQ_YN <1> [goto LSHEL_YN]
[Fill: Do/Does] [Fill: YOU_YRCU] have a home equity loan or any <2, D, R> [goto S3E_END]
other loan which gives the lender claim on this property in case
the loan is not repaid?
1. Yes
2. No
03 E LSHEL_YN [Fill: There are two basic types of home equity loans. I’ll describe <1> [got NUMLSHEL]
both types. <2, D, R> [goto LCHEL_YN]
- A loan where [Fill: YOU_YRCU] received the entire lump-sum
borrowed when [Fill: YOU_YRCU] took out the loan; or
- A line of credit loan where [Fill: YOU_YRCU] can increase the
amount borrowed by simply writing a check or using a special
credit card.]
[Fill: HAVE_HAS] [Fill: YOU_YRCU] had a lump sum home equity
loan on
this property since the first of [Fill: REF_MONTH]?
1. Yes
2. No
03 E NUMLSHEL <1-8,D,R> [goto LCHEL_YN]
How many?
Section # Part Variable Name Question Text Skip Instructions
03 E LCHEL_YN <1> [goto NUMLCHEL]
[Fill: HAVE_HAS] [Fill: YOU_YRCU] had a line of credit <2, D, R> [goto S3E_END]
home equity loan on this property since the first of
[Fill: REF_MONTH]?
1. Yes
2. No
03 E NUMLCHEL <1-6, D,R> [goto S3E_END]
How many?
03 F ORG_INTR Now I will ask some questions about your [Fill: 1st/2nd, 3rd, etc.] [Fill: <1> Continue [goto ORGMRTX]
mortgage/lump sum home equity loan]. These questions refer to the [Fill: <2> Delete the loan [goto S3FG_END]
mortgage/lump sum home equity loan] you are currently making
03 F ORGMRTX What was the amount of the [Fill: mortgage/lump sum home equity loan] <1-99999999, D,R> [goto FRSTPYYR]
when [Fill: YOU_YRCU] first obtained it, not including any interest?
*Enter 888 to delete this loan
03 F FRSTPYYR In what year did [Fill: YOU_YRCU] make the first payment <1900-9999, D,R> [goto FRSTPYMO]
on this [Fill: mortgage/lump sum home equity loan]?
03 F FRSTPYMO <1 - 12, D, R> [goto MTERM]
In what month did [Fill: YOU_YRCU] make the first payment
on this [Fill: mortgage/lump sum home equity loan]?
03 F MTERM Is this a 30 year [Fill: mortgage/lump sum home equity loan], a 15 year <1, 2, D, R> [goto NEWMRRT]
[Fill: mortgage/lump sum home equity loan], or something else? <3> [goto MORTTERM]
1. 30-year
2. 15-year
3. Something else
03 F MORTTERM * Enter number of years <1-50, D,R> [goto NEWMRRT]
Section # Part Variable Name Question Text Skip Instructions
03 F S3FG_ERR * Soft Edit <Suppressed> [goto NEWMRRT]
-----------------------------------------------------------------------------------------
-------------------------------
* Number of payments made to date is greater than the mortage term
Please verify.
-----------------------------------------------------------------------------------------
------------------------------
Question involved | Value
-----------------------------------------------------------------------------------------
--------------------------------
(MTERM: mortgage term or
MORTTERM: other mortgage term)
FRSTPYYR: Payment Year
___________________________________________________________
__
| Suppress | Goto |
Close |
-----------------------------------------------------------------------------------------
03 F NEWMRRT What is the current interest rate on this <00.000 - 99.999, D, R> [goto FIXEDRTE]
[Fill: mortgage/lump sum home equity loan]?
* Enter percent including decimal
03 F FIXEDRTE Is this a fixed rate [Fill: mortgage/lump sum home equity loan]? <1> [goto PAYINCL]
<2, D,R> [goto PAYTYPE]
1. Yes
2. No
03 F PAYTYPE (Book) 12 <1-3, D, R> [If precode 3 is included goto
PAYTOTHF], else [goto PAYINCL]
There are many different kinds of [Fill: mortgage/lump sum home
equity loan]s.
Which of these comes closest to [Fill: YRS_YRCS]?
*Read each item on list
*Mark all that apply, separate with commas
1. Variable or adjustable rate of interest (ARM)
2. Interest only
3. Other - specify
Section # Part Variable Name Question Text Skip Instructions
03 F PAYTOTHF * Specify: <30 characters> [goto PAYINCL]
03 F PAYINCL (Book) 13 [F1] <1-5, 77, R> [[if FIXEDRTE = 1 goto
MRTPMTX], else [if INTNMBR ne 1goto
On [Fill: YR_YRCUS] last payment, which of these things were PAYMTX1], else [goto PAYMTX3]
included? <6> [If 6 selected, goto PAYOTHF]
* Enter all that apply, separate with commas
1. Principal
2. Interest
3. Property taxes
4. Property insurance
5. Mortgage guarantee insurance (PMI)
6. Any other payments - specify
77. Don't know
03 F S3FG_ER2 * Soft Edit <Suppressed> [If 6 selected in PAYINCL,
goto PAYOTHF]
----------------------------------------------------------------------------------------- Else [If FIXEDRTE = 1 goto
------------------------------- MRTPMX], else [if INTNMBR = 1 goto
PAYTMX1], else {goto PAYMTX3]
* Principal and interest were not included in the mortgage payment.
Please verify.
-----------------------------------------------------------------------------------------
------------------------------
Question involved | Value
-----------------------------------------------------------------------------------------
--------------------------------
PAYINCL: Payment includes
___________________________________________________________
__
| Suppress | Goto |
Close |
-----------------------------------------------------------------------------------------
03 F PAYOTHF * Specify: < 30 characters> [If FIXEDRTE = 1 goto
MRTPMX], else [If INTNMBR ne 1 goto
PAYMTX1], else goto PAYMTX3]
03 F MRTPMTX How much is [fill: YR_YRCUS] [Fill: mortgage/lump sum home equity <1-99999999, D, R> [If any codes 3-6 are
loan] payment per month? selected in PAYINCL goto PRININTX]
[Else goto S3FG_END]
Section # Part Variable Name Question Text Skip Instructions
03 F PRININTX How much of that amount was for [fill:principal/interest/ and/orprincipal <0-99999999, D, R> [goto S3FG_END]
and interest]?
03 F PAYMTX1 How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump <0-99999999, D, R> [if any codes 3-6
sum home equity loan] in [fill: REF_MONTH]? selected in PAYINCL goto PRNINTX1] else
[goto PAYMTX2]
If PAYMTX1 = 0 skip to the next payment
(PAYMTX2)
03 F PRNINTX1 How much of that amount was for [fill:principal/interest/principal and <0-99999999, D, R> [goto PAYMTX2]
interest]?
03 F PAYMTX2 How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump <1-99999999, D, R> [if any codes 3-6
sum home equity loan] in [fill: TWO_MONTH]? selected in PAYINCL goto PRNINTX2] else
[goto PAYMTX3]
If PAYMTX2 = 0 skip to next payment
(PAYMTX3)
03 F PRNINTX2 How much of that amount was for [fill:principal/interest/principal and <0-99999999, D, R> [goto PAYMTX3]
interest]?
03 F PAYMTX3 How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump <1-99999999, D, R> [if any codes 3-6
sum home equity loan] in [fill: LAST_MONTH]? selected in PAYINCL goto PRNINTX3] else
[goto next loan], else [goto S3FG_END]
If PAYMTX3 = 0 goto next loan, else goto
S3FG_END
03 F PRNINTX3 How much of that amount is for [fill:principal/interest/principal and <0-99999999, D, R> [goto S3FG_END]
03 F ORG_DEL ** OUT VARIABLE **
03 H PAIDLOAN <1> [goto PDAMTX1]
I’d like to ask some questions about [Fill: YR_YRCUS] line of credit <2, D, R > [goto TOTOWED]
home equity [Fill: loan/loans]. <888> [go to next loan]
Since the first of [Fill: REF_MON], [Fill: HAVE_HAS2] [Fill:
YOU_YRCU]
made any payments for [Fill: your/your CU's] [Fill:
loan/1st/2nd/3rd/etc. loan]?
1. Yes
2. No
888. Delete this loan.
Section # Part Variable Name Question Text Skip Instructions
03 H PDAMTX1 <0-99999999, D,R> [if INTNMBR = 1
What was the total amount paid in [fill: REF_MONTH]? goto TOTOWED]
[else goto PDAMTX2]
03 H PDAMTX2 <0-99999999, D,R> [goto PDAMTX3]
What was the total amount paid in [fill: TWO_MONTH]?
03 H PDAMTX3 <0-99999999, D,R> [goto TOTOWED]
What was the total amount paid in [fill: LAST_MONTH]?
03 H TOTOWED <1-99999999, D,R> [goto S3H_END]
How much was owed before the last payment?
03 H S3H_END * Check Item * [goto PAIDLOAN for next new loan with
LOANTYPE = 3 for this property]
[If no more new loans with LOANTYPE =
3, goto Section 3I]
03 I MORTSPEC Now I’m going to ask about other ownership costs <1> [goto SPECIALX]
for your [Fill: PROPDESC]. <2> [goto GRNDRENT]
<D,R> [goto GRNDRENT]
Since the first of [Fill: REF_MONTH], have [Fill : YOU_ANYMEM]
paid more than the amount required on any mortgage or
lump sum home equity loan for this property?
1. Yes
2. No
03 I SPECIALX What was the total amount that [Fill: YOU_YRCU] paid extra? <1-99999999> [goto SPECLXCM]
<D,R> [goto GRNDRENT]
03 I SPECLXCM How much of that amount was paid this month? <0-99999999, D,R> [goto GRNDRENT]
03 I GRNDRENT [Fill: Now I’m going to ask about other ownership costs <1> [goto GRNDRNTX]
for your [Fill: PROPDESC].] <2, D,R> [If PROPTYPE eq 1 goto
PAYCONDO]
Since the first of [Fill: REF_MONTH], [Fill: HAVE_HAS2] [If PROPTYPE eq 2 goto
[Fill:YOU_YRCU] made any payments for ground or land rent COOPRG3]
for [Fill: PROPDESC]? [If PROPTYPE eq 3 goto
PAYHOASS]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
03 I GRNDRNTX What was the total amount paid? <1-99999999> [goto GRNDRTCX]
<D,R> [If PROPTYPE = 1 goto
PAYCONDO]
[If PROPTYPE = 2 goto
COOPRG3]
[If PROPTYPE = 3 goto
PAYHOASS]
03 I GRNDRTCX How much of that amount was paid this month? <0-99999999, D,R> [If PROPTYPE = 1
goto PAYCONDO]
[If PROPTYPE = 2
goto COOPRG3]
[If PROPTYPE = 3
goto PAYHOASS]
03 I PAYHOASS [Fill: Do/Does] [Fill: YOU_YRCU] make regular payments to <1> [goto HORCORG]
a homeowner’s association? <2> [goto SPCLPAY2]
<D,R> [goto SPCLPAY2]
1. Yes
2. No
03 I PAYCONDO [Fill: Are/Is] [Fill: YOU_YRCU] required to make regular payments <1> [goto HORCORG]
of condominium fees for general maintenance or management services? <2> [goto SPCLPAY2]
<D,R>[goto SPCLPAY2]
1. Yes
Section # Part Variable Name Question Text Skip Instructions
03 I COOPRG3 (Book) 14 <0, R> [goto SPCLPAY1]
<1-11, 77> [If 11 selected goto
Now I’d like to ask you about payments [Fill: YOU_YRCU] CORGOTH]
[Fill make/makes] directly to the cooperative for [Fill: YR_YRCUS] [Else goto MGOTHER if
share of its costs. there is a LOANTYPE = 1 for this property]
Since the first of [Fill: REF_MONTH], have [Fill YOU_ANYMEM]
made any payments for any of the things listed on page 14?
* IF YES - Enter all that apply, separate with commas.
* IF NO - Enter 0 for None.
0. None
1. Repayment of loans owed by cooperative
2. Property taxes
3. Property insurance
4. Management
5. Repairs or maintenance, including lawn care or snow removal
6. Improvements
7. Recreational including swimming, golf or tennis facilities
8. Security including guards or alarm systems
9. Utilities such as gas, electricity, water, heat
10. Trash collection
11. Other
77. Don't know
03 I CORGOTH * Specify: <30 characters> [IF at least one loan of
LOANTYPE = 1 for this property, goto
MGOTHER]
[else goto MGOTHERX]
Section # Part Variable Name Question Text Skip Instructions
03 I HORCORG (Book) 15 <1-11, 77> [If 11 selected goto
HORGOTH]
Which of the services and privileges listed on page 14 are included in [else if there is at least one
those payments? loan of LOANTYPE = 1 on this property,
goto MGOTHER]
* Enter all that apply. Separate with commas. [else goto MGOTHERX]
<R> [goto SPCLPAY2]
1. Management
2. Repairs or maintenance, including lawn care or snow removal
3. Improvements
4. Utilities such as gas, electricity, water, heat
5. Parking
6. Recreational including swimming, golf or tennis facilities
7. Security including guards or alarm systems
8. Maid Service
9. Medical services
10. Trash collection
11. Other
77. Don't know
03 I HORGOTH * Specify: <30 characters> [If at least one loan of
LOANTYPE = 1 for this property, goto
MGOTHER]
[else goto MGOTHERX]
03 I MGOTHER <1, D, R> [goto MGOTHERX]
Since the first of [Fill: REF_MONTH], have you made ANY regular <2> [PROPTYPE = 2 goto
payments for SPCLPAY1]
these services? [PROPTYPE = 1 or 3 goto
1. Yes
2. No
03 I MGOTHERX Since the first of [Fill: REF_MONTH], how much [Fill: <1-99999999> [goto MGOTHRCX]
HAVE_HAS2] <0, D,R> [PROPTYPE = 2 goto
SPCLPAY1]
[PROPTYPE = 1 or 3 goto
SPCLPAY2]
03 I MGOTHRCX How much of that amount was paid this month? <0-99999999, D,R> [PROPTYPE = 2 goto
SPCLPAY1]
[PROPTYPE = 1 or 3
goto SPCLPAY2]
Section # Part Variable Name Question Text Skip Instructions
03 I SPCLPAY1 (Book 14) <1> goto COOPSP3
<2, D, R> goto ASSESSMT
[Fill: HAVE_HAS1] [Fill: YOU_YRCU] made any SPECIAL
payments to
a management service for any of these items listed on page 14?
1. Yes
2. No
03 I SPCLPAY2 (Book 15) <1> goto HOCOSP3
<2, D, R> goto ASSESSMT
[Fill: HAVE_HAS1] [Fill: YOU_YRCU] made any SPECIAL
payments to
a management service for any of these items listed on page 15?
1. Yes
2. No
03 I H1_SPCLPAY Section 3 - OWNED LIVING QUARTERS AND OTHER OWNED <ESC> [ return to SPCLPAY1]
REAL ESTATE
Management services for co-ops:
Repayment of loans owed by cooperative
Property taxes
Property insurance
Management
Repairs and maintenance, including lawn care and snow removal
Improvements
Recreational, including swimming, golf and tennis facilities
Security, including guards and alarm systems
Utilities: such as gas, electricity, water, and heat
Trash collection
Other (specify).
Section # Part Variable Name Question Text Skip Instructions
03 I H2_SPCLPAY Management services for condos and other property types: <ESC> [return to SPCLPAY2]
Management
Repairs and maintenance, including lawn care and snow removal
Improvements
Utilities such as gas, electricity, water, and heat
Parking
Recreational, including swimming, golf, and tennis facilities
Security, including guards and alarm systems
Maid service
Medical services
Trash collection
Other (Specify)
03 I COOPSP3 (Book) 14 <1-11, 77, R> [If 11 selected goto
COSPOTH]
Since the first of [fill: REF_MONTH], what services were provided?
* Enter all that apply, separate with commas
1. Repayment of loans owed by cooperative
2. Property taxes
3. Property insurance
4. Management
5. Repairs or maintenance, including lawn care or snow removal
6. Improvements
7. Recreational including swimming, golf or tennis facilities
8. Security including guards or alarm systems
9. Utilities such as gas, electricity, water, heat
10. Trash collection
11. Other
77. Don’t know
03 I COSPOTH * Specify: <30 characters> [goto SPECLX]
Section # Part Variable Name Question Text Skip Instructions
03 I HOCOSP3 (Book) 15 <1-11,77,R> [If 11 selected, goto
Since the first of [Fill: REF_MONTH], what services were provided? HOSPOTH]
* Enter all that apply, separate with commas
1. Management
2. Repairs or maintenance, including lawn care or snow removal
3. Improvements
4. Utilities such as gas, electricity, water, heat
5. Parking
6. Recreational including swimming, golf or tennis facilities
7. Security including guards or alarm systems
8. Maid Service
9. Medical services
10. Trash collection
11. Other
77. Don't know
03 I HOSPOTH * Specify: <30 characters> [goto SPECLX]
03 I SPECLX Since the first of [Fill: REF_MONTH], how much were these <1-99999999> [goto SPECLCX]
special payments? <D,R> [goto ASSESSMT]
03 I SPECLCX How much of that amount was paid this month? <0-99999999, D,R> [goto ASSESSMT]
03 I ASSESSMT Since the first of [Fill: REF_MONTH], [Fill: HAVE_HAS2] <1> [goto ASSESSX]
[Fill: YOU_YRCU] paid any special assessments to a local <2, D, R> [If OWNYB = 100 goto
government RNTEQVX] [If OWNYB = 300, goto
for construction or repair of roads, sidewalks, or other things VAC_OCCQ]
like that? [Else goto S3I_END]
1. Yes
03 I ASSESSX What was the total amount paid? <1-99999999> [goto ASSESSCX]
<D,R> [If OWNYB = 100 goto
RNTEQVX] [If OWNYB = 300, goto
VAC_OCCQ]
[Else goto S3I_END]
03 I ASSESSCX How much of that amount was paid this month? <0-99999999, D,R> [If OWNYB = 100
goto RNTEQVX] [If OWNYB = 300 goto
VAC_OCCQ]
[Else goto S3I_END]
Section # Part Variable Name Question Text Skip Instructions
03 I VAC_OCCQ Since the first of [fill: REF_MONTH], how much time did you occupy <0, D, R> [If
this [fill: timeshare/property]? 8500.TIMESHAR/TIMESHAR = 2,D, R
goto VAC_SEC]
* Enter quantity and select period on next screen. [If 8500.TIMESHAR/TIMESHAR = 1,
goto TIME_RNT] [Else, goto S3I_END]
03 I VAC_OCCY * Enter time period. <1-4, D,R> [If
8500.TIMESHAR/TIMESHAR = 2,D,R
1.Days goto VAC_SEC]
2.Weeks [If
3.Months 8500.TIMESHAR/TIMESHAR = 1, goto
4.Percent TIME_RNT] [Else, goto S3I_END]
5.Other, specify
03 I VAC_OTH * Specify: <30 characters, D, R> [If
8500.TIMESHAR/TIMESHAR = 2, D, R
goto VAC_SEC]
[If
8500.TIMESHAR/TIMESHAR = 1, goto
TIME_RNT] [Else, goto S3I_END]
03 I VAC_SEC Since the first of [fill; REF_MONTH], was this property either rented <1, > [goto VAC_RNTQ]
by someone outside your CU or available to be rented? <2, D, R.> [goto RNTEQVX]
1.Yes
2.No
03 I VAC_RNTQ Since the first of [fill; REF_MONTH], how much time was this property <0, D, R> [goto RNTEQV2X]
either rented by someone outside your CU or available to be rented? <1-150> [goto VAC_RNTY]
* Enter quantity and select period on next screen.
03 I VAC_RNTY * Enter time period. <1-4, D,R> [goto RNTEQV2X]
<5> [goto VAC_ROTH]
1.Days
2.Weeks
3.Months
4.Percent
5.Other, specify
03 I VAC_ROTH * Specify: <30 characters, D, R> [goto RNTEQV2X]
03 I RNTEQV2X If someone were to rent this home today, how much do you think it <1-999999, D,R> [goto RENTPERD]
would rent for?
Section # Part Variable Name Question Text Skip Instructions
03 I RENTPERD * Ask if not already stated. <1-3, D,R> [goto RENTUTIL]
<4> [goto RNPEROTH]
What period of time does this rental amount cover?
1.Week
2.Month
3.Quarter
4.Other, specify
03 I RNPEROTH * Specify: <30 characters> [goto RENTUTIL]
03 I RENTUTIL Does this amount include utilities? <1, 2, D, R> [goto PROPVALX]
1.Yes
2.No
03 I RNTEQVX If someone were to rent this home today, how much do you think it <1-999999, D,R> [If [ OWNYB = 100] OR
would rent for monthly, unfurnished and without utilities? [OWNYB = 300 AND
8500.TIMESHAR/TIMESHAR = 2, D, R],
goto PROPVALX]
[Else, goto S3I_END]
03 I PROPVALX About how much do you think this property would sell for on today’s <0-99999999, D, R> [goto S3I_END]
market?
03 I TIME_RNT Since the first of [fill: REF_MONTH], did you rent this timeshare to <1, 2, D, R> [goto RNTEQV3X]
someone outside your CU?
1.Yes
2.No
03 I RNTEQV3X If you were to rent this timeshare today to someone else, instead of using <1-99999, D,R> [goto PRPVAL2X]
it yourself, how much would it rent for weekly?
03 I PRPVAL2X If you were able to sell this timeshare, about how much do you think it <0-99999999, D, R> [goto S3I_END]
would sell for on today’s market?
03 I ANYRENT Since the first of [Fill: REF_MON] have [Fill:YOU_ANYMEM] rented <1> [if INTNMBR = 2-5 goto
any houses, apartments, or RENTX1 ] [ELSE goto RENTX3]
temporary living quarters NOT used entirely for business or vacation? <2, D, R> [goto Section 4]
* Do NOT include college or university regulated housing.
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
04 A S4A_INTRO (Book) 16 <1> [goto TELEBILL]
<NODK, NORF>
Now I am going to ask about bills for telephone services. Please refer
to any
billing statements or other records you have when answering these
questions. Please remember to include any bills you receive or pay
online or have automatically deducted. Report any telephone bill you
have received, even if the bill has not been paid.
1. Enter 1 to Continue
04 A TELEBILL (Book) 16 ? [F1] <1> [If entry in any 8500.TELCOMP
1-20, goto PREVCOMP]
Since the first of [fill: REF_MONTH], have [fill YOU_ANYMEM] [Else, goto TELCOMP
received any bills for telephone services, including cellular and Voice <2,D,R> [goto S4A_END]
Over IP? Do not include bills
for telephones used entirely for business purposes.
1. Yes
2. No
04 A PREVCOMP What is the name of the company which provides the service? <1-20> [goto TELBSNS]
<55> [goto TELCOMP]
[fill: 8500.TELCOMP] <888> [goto TELOTHnext line on grid]
55. Company name not listed
888. Delete the line
04 A H_S4A Section 4 - UTILITIES AND FUELS FOR OWNED AND <empty> [go back to TELEBILL OR
RENTED PROPERTIES TELTEMP]
Part A - Telephone Expenses
TELEPHONE SERVICES INCLUDED IN BILL
1 - Residential Service
2 - Mobile/Cellular Service
3 - Voice Over IP
OTHER TELEPHONE AND NON-TELEPHONE SERVICE
ITEMS
1 - Internet access (including broadband, DSL, or dial-up)
2 - Cable or satellite television services
3 - Non-telephone related rentals or purchases such as
Section # Part Variable Name Question Text Skip Instructions
04 A TELCOMP [fill: What is the name of the company which provides <30 characters, NODK, NORF> [goto
the service?/ * Enter company name] TELBSNSNOBILLS]
<888> [goto TELOTH]
04 A TELBSNS Will any of the charges be deducted as a business expense? <1> [goto TELBSNZ]
<2,D,R> [If Intnmbr = 1, goto
1. Yes TELCHGX3] [Else, goto TELCHGX1]
2. No
04 A TELBSNZ What percentage will be deducted? <1-99, D,R> [If Intnmbr = 1 goto
TELCHGX3] [Else goto TELCHGX1]
<100> [ goto, TELOTH]
04 A TELCHGX1 How much were you billed for in [fill: REF_MONTH]? <0-999999, D, R> [goto TELCHGX2]
Do not include any unpaid charges from a previous billing period.
04 A TELCHGX2 How much were you billed for in [fill: TWO_MONTH]? <0-999999, D, R> [goto TELCHGX3]
Do not include any unpaid charges from a previous billing period.
04 A TELCHGX3 How much were you billed for in [fill: LAST_MONTH]? <0-999999, D, R> [If TELCHGX1 OR
Do not include any unpaid charges from a previous billing period. TELCHGX2 OR TELCHGX3 = 0, goto
BILPERD]
[Else, goto TYPETEL]
04 A BILPERD What is your usual billing period for this service? <1-5, D, R> [goto TYPETEL]
1.Month
2.2 Months
3.Quarter
4.Annual
5.Other
04 A TYPETEL What types of telephone services did the bill include? <1,2, 3, D, R> [goto TELTEMP]
* Enter all that apply, separate with commas.
* Read each item on list.
1. Residential Service
2. Mobile/Cellular Service
3. Voice Over IP
Section # Part Variable Name Question Text Skip Instructions
04 A TELTEMP (Book) 16 ? [F1] <0, 77> [if 0 only or 77 only, goto
TELOTH]
Which of the following telephone service items were included in the <1> [ [If Intnmbr = 1, goto
bill(s)? TINTNTX3] [Else, goto TINTNTX1]
<2> [ [If Intnmbr = 1, goto
* Enter all that apply, separate with commas. TCABLX3] [Else, goto TCABLEX1]
<3> [ If Intnmbr = 1, goto
*Read each item on list. NTRTPRX3] [Else, goto NTRTPRX1]
<D><R> [goto TELOTH]
0. None
1. Internet access (including broadband, DSL, and dial-up)
2. Cable or satellite television service
3. Non-telephone related rentals or purchases such as a modem
77. Misc. Combined (unable to specify/DK)
04 A TINTNTX1 How much of the [fill: REF_MONTH] charges were for internet access? <0-999999,D,R> [goto TINTNTX2]
04 A TINTNTX2 How much of the [fill: TWO_MONTH] charges were for internet access? <0-999999,D,R> [goto TINTNTX3]
04 A TINTNTX3 How much of the [fill: LAST_MONTH] charges were for internet access? <0-999999,D,R> [if TELTEMP = 2 AND
Intnmbr = 1, goto TCABLEX3] [ Else, goto
TCABLEX1]
[ if TELTEMP = 3 AND
Intnmbr = 1, goto NTRTPRX3] [Else, goto
NTRTPRX1]
[else goto TELOTH]
04 A TCABLEX1 How much of the [fill: REF_MONTH] charges were for cable or satellite <0-999999,D,R> [goto TCABLEX2]
television service?
04 A TCABLEX2 How much of the [fill: TWO_MONTH] charges were for cable or satellite <0-999999,D,R> [goto TCABLEX3]
television service?
04 A TCABLEX3 How much of the [fill: LAST_MONTH] charges were for cable or <0-999999,D,R> [ If Intnmbr = 1AND
satellite television service? TELTEMP = 3, goto NTRTPRX3] [Else,
goto NTRTPRX1]
[else goto TELOTH]
04 A NTRTPRX1 How much of the [fill: REF_MONTH] charges were for non-telephone <0-999999,D,R> [goto NTRTPRX2]
related rentals or purchases?
04 A NTRTPRX2 How much of the [fill: TWO_MONTH] charges were for non-telephone <0-999999,D,R> [goto NTRTPRX3]
related rentals or purchases?
04 A NTRTPRX3 How much of the [fill: LAST_MONTH] charges were for non-telephone <0-999999,D,R> [goto TELOTH]
related rentals or purchases?
Section # Part Variable Name Question Text Skip Instructions
04 A TELOTH Did [fill: YOU_ANYMEM] receive any other bills for telephones not <1> [If Intnmbr = 1, goto TELCOMP,
used entirely for business purposes? next line of grid] [Else, goto PREVCOMP,
next line of grid]
1. Yes <2> [goto S4A_END]
2. No
04 B FONCARD Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <1> [goto FONCARDX]
purchased any pre-paid long distance telephone cards/minutes, not <2,D,R> [goto PRPYCELL]
already reported?
1. Yes
2. No
04 B FONCARDX <1-9999,D,R> [goto FONCRDCX]
What was the total amount paid?
04 B FONCRDCX How much of the total was paid this month? <0-9999, D, R> [goto PRPYCELL]
04 B PRPYCELL Since the first of [fill: REF_MO], have you had any expenses for <1> [goto PRPYCLX]
Prepaid Cellular minutes, not already reported? <2, D, R> [goto PYPHONE]
1. Yes
2. No
04 B PRPYCLX What was the total amount paid? <1-9999, D, R> [goto PRPYCCX]
04 B PRPYCCX How much of the total was paid this month? <0-9999, D, R> [goto PYPHONE]
04 B PYPHONE Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] had <1> [goto PYPHONEX]
any expenses for public pay phone services not already reported? <2,D,R> [goto S4B_END]
* Do not include expenses for phone cards associated with the regular
phone bill or pre-paid
phone cards.
1. Yes
2. No
04 B PYPHONEX <0-9999, D, R> [goto PYPHONCX]
What was the total amount spent?
* For amounts less than $0.50, enter $0
For amounts $0.50 to $0.99, enter $1
04 B PYPHONCX How much of the total amount was spent this month? <0-9999, D, R> [goto S4B_END]
Section # Part Variable Name Question Text Skip Instructions
04 C S4C_INTRO (Book) 17 <1> [goto UTI_ITEM]
Now I am going to ask about internet services expenditures.
1. Enter 1 to Continue
04 C UTI_ITEM (Book) 17 ? [F1] <1-7> [goto INTDESC]
<99> [goto S4C_END]
Since the first of [fill: REF_MONTH] have [fill: YOU_ANYMEM] <888> [goto UTI_ITEM - next line of grid]
had any expenses for ... [If no more grid lines goto S4C_END]
* Read each item on list.
1. Cable or satellite TV services?
2. Satellite radio services
3. Internet connection or an internet service provider?
4. Listening to or downloading music or audio files?
5. Viewing or downloading video files?
6. Online games or other internet entertainment sites?
7. Internet services away from home such as web cafes or internet
kiosks?
99. None/ no more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
04 C H_S4C Section 4 - INTERNET SERVICES EXPENDITURES <Esc Key> [goto UTI_ITEM OR
Part C - CABLE AND INTERNET SERVICES
1 - Cable or satellite TV
Cable TV DirecTV Dish TV
TiVo
2 - Satellite Radio Services
Sirius Radio XM Radio
3 - Internet connection or an internet service provider
AOL Earthlink ISPs Comcast
Verizon
4 - Listening to or downloading music or audio files
Napster Kazaa iTunes
5 - Viewing or downloading video files
6 - Online games or other internet entertainment sites
7 - Internet services away from home such as web cafes or internet
kiosks
04 C INTDESC What was the expense for? <30 characters> [goto INTMO]
04 C INTMO In what month was the expense? <REF_MONTH - CUR_MONTH, 13, D,
* Enter 13 for same amount each month of the reference period R> [goto INTCHGX]
[list appropriate months]
13. Same amount each month
04 C INTCHGX [Fill: How much was this expense?/What is your monthly expense?] <1-999999, D, R> [goto INTCMB_S]
04 C INTCMB_S * Enter 'C' for combined expenses. <C> [goto INTCMB]
<empty> [goto INTMORE]
Section # Part Variable Name Question Text Skip Instructions
04 C INTCMB (Book) 17 ? [F1] <1-6, 77> [goto INTMORE]
What was [fill: description] combined with?
* Enter all that apply, separate with commas.
1. Cable or satellite TV services
2. Satellite radio services
3. Internet connection or an internet service provider
4. Listening to or downloading music or audio files
5. Viewing or downloading video files
6. Online games or other internet entertainment sites
7. Internet services away from home such as web cafes or internet
kiosks
77. Misc. combined (unable to specify/DK)
04 C INTMORE Did you have any other expenses for [fill: description]? <1, 2, D, R> [goto INT_ITEM, next line of
grid]
1. Yes
2. No
04 C S4C_END ** CHECK ITEM ** [goto Section 4D]
04 D S4D_INTRO (Book) 18 <1> [goto UTC_ITEM]
Now I am going to ask about utility bills. Please refer to any
billing statements or other records you have when answering these
questions. Please remember to include any bills you receive or pay
online
or have automatically deducted. Report any utility bill you have
received,
even if the bill has not been paid.
Section # Part Variable Name Question Text Skip Instructions
04 D UTC_ITEM (Book) 18 ? [F1] <1-10> [goto WHATPROP]
<99> [goto S4D_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <888> [go to next line on grid]
received any bills for any of the following utilities, fuels,
or services? Do not include bills for properties used entirely for
business.
* Read each item on list:
1. Electricity 6. Piped-in water
2. Natural or utility gas 7. Sewerage maintenance
3. Fuel oil 8. Trash/garbage collection
4. Bottled or tank gas 9. Water softening service
5. Other fuels including wood 10. Septic tank cleaning
99. None/No more entries
888. Delete the line
04 D H_S4D Section 4 - UTILITIES AND FUEL FOR OWNED AND <Esc Key> [goto UTC_ITEM OR
RENTED PROPERTIES UTILCMB]
Part D - UTILIITES, FUELS, AND SERVICES
1 - Electricity
2 - Natural or utility gas
3 - Fuel oil
4 - Bottled or tank gas
5 - Other fuels including wood
6 - Piped-in water
7 - Sewerage maintenance
8 - Trash/garbage collection including -
Hazardous waste collection
Recycable material collection
Waste disposal
9 - Water softening service
10 - Septic tank cleaning
Section # Part Variable Name Question Text Skip Instructions
04 D WHATPROP Which property was the bill for? <1-20, 40> [If UTC_ITEM = 1-3, 6-8
and no data in any 8500.COMPNAME [1]-
[fill: all PROPNUM, PROPDESC from Section 3] [40] goto COMPNAME] [[If UTC_ITEM
= 1-3, 6-8 and any data in
8500.COMPNAME [1]-[40] goto
[fill: 40. Rented sample unit] LASTCOMP] ELSE goto UTILBUSN]
[fill: 41. Other rental unit] <41,42,43, D, R> [goto UTLPDESC]
42. Rented vacation property
43. Property not owned or rented by CU
04 D UTLPDESC * Briefly describe the property. <30 characters> [If UTC_ITEM = 1-3, 6-8
AND no data in any 8500.COMPNAME
[1]-[40] goto COMPNAME], [If
UTC_ITEM = 1-3, 6-8 and any data in
8500.COMPNAME [1]-[40] goto
04 D LASTCOMP What is the name of the company or government agency which provides <1-20 > [goto UTILBUSN]
[fill: description]? <55> [goto COMPNAME]
[Fill: Company names reported last interview]
55. Company name not listed
04 D COMPNAME What is the name of the company or government agency which provides <30 characters> [goto UTILBUSN]
[fill: description]?
04 D UTILBUSN <1-2, D, R> [goto HAVEBILL]
Will any part of the [fill: description] charges be deducted as a
business expense?
1. Yes
2. No
04 D HAVEBILL <1, 2, D, R> [If INTNMBR = 1 goto
UTLCHGX3] else [goto UTLCHGX1]
* Does the respondent have a bill or statement showing the charges?
Answer NO if only checkbook records are being used.
1. Yes
2. No
04 D UTLCHGX1 How much were you billed for in [fill: REF_MONTH]? <0-999999, D, R> [goto UTILCHGX2]
04 D UTLCHGX2 How much were you billed for in [fill: TWO_MONTH]? <0-999999, D, R> [goto UTILCHGX3]
Section # Part Variable Name Question Text Skip Instructions
04 D UTLCHGX3 How much were you billed for in [fill: LAST_MONTH]? <0-999999, D, R> [If UTLCHGX1 ne 0
AND UTLCHGX2 ne 0 AND UTLCHGX3
ne 0 goto UTILCMB_S]
[else goto BLPERIOD]
04 D BLPEROTH (Book) 18 <30 characters> [goto UTILCMB_S]
* Specify:
04 D BLPERIOD What is your usual billing period for the service? <1-4, D, R> [goto UTILCMB_S]
<5> [goto BLPEROTH]
1. Month
2. 2 months
3. Quarter
4. Annual
5. Other
04 D UTILCMB_S * Enter 'C' for a combined expense <C> [goto UTILCMB]
<empty> [goto MOREBILL]
04 D UTILCMB (Book) 18 ? [F1] <1-10, 77> [goto MOREBILL]
What other utilities, fuels, or services was [fill: description]
combined with?
* Enter all that apply, separate with commas.
1. Electricity 6. Piped-in water
2. Natural or utility gas 7. Sewerage maintenance
3. Fuel oil 8. Trash/garbage collection
4. Bottled or tank gas 9. Water softening service
5. Other fuels including wood 10. Septic tank cleaning
77. Misc. combined (unable to
specify/DK)
04 D MOREBILL Did you receive any other [fill: description] bills? <1, 2,D,R> [goto UTC_ITEM, next line
of grid]
1. Yes
2. No
05 - S5_INTRO (Book) 19 <1> [goto CRB_ITEM]
Now I am going to ask about expenses for construction, repairs,
alterations and maintenance of property.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
05 - CRB_ITEM (Book) 19 ? [F1] <1-20> [goto CRMPROPI]
<95> [goto next row]
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - <99> [goto ADVMATER]
<888> [goto UTB_ITEM - next line of
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] had grid] [if no more grid lines goto
expenses for-
* Read each item on list.
1. Dwellings under construction including a vacation home or second
home?
95. Continue list
888. Delete the line
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Have there been any expenses for property you owned or rented since
the first of [fill REF_MONTH],
for any of the following jobs? [fill: (Renters should not include jobs that
have been or will be totally
reimbursed by anyone outside of their CU.)]
* Read each item on list.
2. Building an addition to the house or a new structure, such as a porch,
garage, or new wing
3. Finishing a basement or an attic or enclosing a porch
4. Remodeling one or more rooms in the house
5. Landscaping the ground or planting new shrubs or trees
6. Building outdoor patios, walks, fences, or other enclosures,
driveways, or permanent swimming
pools or hot tubs
95. Continue list
888. Delete the line
SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Have there been any expenses that deal with the upkeep or improvement
of this unit or any other unit you owned or rented since the first of [fill:
REF_MONTH]? [fill: (Renters should not include jobs that have been or
will be totally reimbursed by anyone outside of their CU.)]
* If Yes- Read each item on list
Section # Part Variable Name Question Text Skip Instructions
Which of the following did you have expenses for? ADVMATER]
7. Repairing outdoor patios, walks, fences,
driveways,or permanent swimming pools
8. Inside painting or papering
9. Outside painting
10. Plastering or paneling
11. Plumbing or water heating installations or repairs
12. Electrical work
13. Heating or air conditioning jobs
14. Flooring repair or replacement, including inlaid linoleum or vinyl tile
15. Insulation
16. Roofing, gutters or downspouts
17. Siding
18. Installation, repair, or replacement of window panes, screens,
storm doors, awnings, and the like
19. Masonry, brick or stucco work
20. Other improvements or repairs
95. Continue list
888. Delete the line
SCREEN 4 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Have there been any expenses for any other property, such as property
that you do not own or rent,
paid for by [fill: YOU_ANYMEM]?
* If Yes-
Which type of job were those expenses for?
1. Dwellings under construction 12. Electrical work
2. Building an addition 13. Heat or air conditioning
3. Finishing a basement, etc. 14. Floor repair/replace
4. Remodeling 15. Insulation
5. Landscaping 16. Roofing, gutters or downspouts
6. Build outdoor patios, etc. 17. Siding
7. Repair outdoor patios, etc. 18. Install/repair/replace windows,
etc.
8. Inside paint or paper 19. Masonry, brick or stucco
9. Outside painting 20. Other improvements or repairs
10. Plastering or paneling
11. Plumbing 99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
Section # Part Variable Name Question Text Skip Instructions
05 - H_S5 Section 5 - CONSTRUCTION, REPAIRS, ALTERATIONS <Esc Key> [goto CRB_ITEM OR
AND MAINTENANCE OF S5A_COMB OR S5B_COMB OR
OWNED AND RENTED JOBCODE]
PROPERTY
JOB TYPES
1 - Dwellings under construction, including a vacation or second home
2 - Building an addition to the house or a new structure such as a porch,
garage, or new wing
3 - Finishing a basement or an attic or enclosing a porch
4 - Remodeling one or more rooms in the house
5 - Landscaping the ground or planting new shrubs or trees
6 - Building outdoor patios, walks, fences, or other enclosures,
driveways, or permanent
swimming pools
7 - Repairing outdoor patios, walks, fences, driveways, or permanent
swimming pools
(including permanent above ground swimming pools)
8 - Inside painting or papering, spackling, sanding
9 - Outside painting, caulking, sanding, or surface repairs
10 - Plastering or paneling
11 - Plumbing or water heating installations and repairs
12 - Electrical work
13 - Heating or air conditioning jobs
14 - Flooring repair or replacement, including inlaid linoleum or vinyl tile
15 - Insulation
16 - Roofing, gutters, or downspouts
17 - Siding
18 - Installation, repair, or replacement of window panes, screens, storm
doors, awnings, and
Section # Part Variable Name Question Text Skip Instructions
the like
19 - Masonry, brick, or stucco work
20 - Other improvements or repairs (include security systems which are
hard-wired into the home)
05 - CRMPROPI On which property was the work done? <1-20> [goto WRKDESC]
<97> [goto WRKDESC]
[fill: all PROPNUM, PROPDESC from Section 3] <98,99,D,R> [goto PRP5DESC]
[fill: 97. Rented sample unit]
[fill: 98. Other rental unit]
99. Property not owned or rented by CU
05 - PRP5DESC Briefly describe the property. <30 characters> [goto WRKDESC]
05 - WRKDESC What work was done? <90 characters> [If CRB_ITEM eq 1,
goto TOTJBCST]
*The description should be adequate to classify "alteration", "repair", [if CRB_ITEM eq 2,
etc., and to identify in next goto TEMPCODE]
interview. [if CRB_ITEM eq 3 ,
goto TOTJBCST]
[if CRB_ITEM eq 4,
goto TEMPCODE]
[if CRB_ITEM eq 5,
goto TOTJBCST]
[if CRB_ITEM eq 6,
goto TEMPCODE]
[if CRB_ITEM eq 8,
goto TEMPCODE]
[ifCRB_ITEM eq 9,
goto TOTJBCST]
[if CRB_ITEM eq
7,10-20, goto CRMTYPE]
Section # Part Variable Name Question Text Skip Instructions
05 - CRMTYPE *Enter the appropriate job classification code. <2> [if CRB_ITEM is 10, 13, 15, 17,
goto TOTJBCST]
[else, goto TEMPCODE]
[fill: (display)]
<3> [if CRB_ITEM is 10, 12, 13, 14,
15, 17, 19 goto TOTJBCST]
[else, goto TEMPCODE]
<4> [if CRB_ITEM is 11, 12, 13, 14,
15, 17, 19 goto TOTJBCST]
[else, goto TEMPCODE]
<D,R> [goto TEMPCODE]
Section # Part Variable Name Question Text Skip Instructions
05 - H_CRMTYPE Job Classifications (CRMTYPE): <Esc> [go back to CRMTYPE]
Additions (Pre-code 1): An addition increases the floor space or roofed
over area of a residential
structure. Examples include:
· Adding a room
· Adding a wing
· Adding a second story
· Digging or enlarging a basement
· Lifting a roof
· Building an attached or detached garage or shed
· Building an enclosed porch or deck.
Alterations (Pre-code 2): An alteration is a change made either to the
inside of the structure
or to the grounds or outbuildings. Examples include:
· Insulating an attic
· Installing a pool or hot tub
· Landscaping the yard
· Installing a walkway or driveway
· Running electricity or plumbing to an outbuilding
· Wood floor replaced with linoleum
· Demolition of part of a building
· Remodeling a kitchen or bathroom
Replacement (Pre-code 3): A replacement is when existing equipment or
structural items
are replaced with like materials or items. Examples include:
· Replacement of existing central air conditioning.
· Replacement of an entire roof
· Replacement of a bathtub
· Replacing a wood floor with new wood
Maintenance and repair (Pre-code 4): Maintenance and repair include
work performed
to keep the existing structure or equipment in good stable functioning
condition.
Examples include:
· Painting the house
· Replacing part of an air conditioner
· Fixing a broken pipe
· Wallpapering
· Replacement of a few worn roofing shingles
Section # Part Variable Name Question Text Skip Instructions
· Patching a driveway
· Replacing a damaged floor or ceiling tile
05 - TEMPCODE *Enter the appropriate detailed job code. <1-10, D,R> [goto TOTJBCST]
[fill: (detailed job code)]
05 - TOTJBCST What was the total cost of the job? <1-999999,D,R> [goto
S5BCMB_S]
Include all costs paid for by [fill: YOU_ANYMEM] or by someone
outside your CU, such as insurance companies, and so forth.
05 - S5BCMB_S *Enter 'C' for a combined expense <C> [goto S5B_COMB]
<empty> [goto CONTRACT]
05 - S5B_COMB (Book) 19 ? [F1] <1-20,77> [goto CONTRACT]
What other work was included in this job?
*Enter all that apply, separate with commas.
1. Dwellings under construction 11. Plumbing
2. Building an addition 12. Electrical work
3. Finishing a basement 13. Heat or air
conditioning
4. Remodeling 14. Floor repair/replace
5. Landscaping 15. Insulation
6. Build outdoor patios 16. Roofing, gutters or
downspouts
7. Repair outdoor patios 17. Siding
8. Inside paint or paper 18. Install/repair/replace
windows, etc.
9. Outside painting 19. Masonry, brick or
stucco
10. Plastering or paneling 20. Other improvements
or repairs
77. Misc. Combined
05 - CONTRACT Did you do all the work yourself or did you pay someone or contract <1,D,R> [goto CRMMATER]
with a builder to do all or part of the work? <2,3> [ If Intnmbr is 1 goto
CNTRCTX1, else goto CNTRCTX3]
1. Self Only
2. Paid or contracted with someone else
3. Both
Section # Part Variable Name Question Text Skip Instructions
05 - CNTRCTX3 What was the total cost for all labor, materials, appliances, or equipment <0-999999 D,R> [ goto
THEY PROVIDED in
[fill: REF_MONTH]?
05 - CNTRCTX2 What was the total cost for all labor, materials, appliances, or equipment <0-999999 D,R> [goto CNTRCTX1]
THEY PROVIDED in
[fill: TWO_MONTH]?
05 - CNTRCTX1 What was the total cost for all labor, materials, appliances, or equipment <0-999999,D,R> [goto
THEY PROVIDED in [fill: LAST_MON]?
05 - CNTRCTX0 [Fill: How much was paid this month?/ What was the total cost for all <0-999999 D,R> [ if Intnmbr is 2-5
labor, materials, appliances, or equipment THEY PROVIDED in [fill: AND (CNTRCTX3 or CNTRCTX2 or
CUR_MONTH]? ] CNTRCTX1 or CNTRCTX0)
eq D, goto
CONTRCTX]
[if CRB_ITEM eq
1-4, 11-13, 20 goto MAJ_APPL]
[Else, goto
CRMMATER]
05 - CONTRCTX Since the first of [fill: REF_MONTH], how much have you paid for labor <0-999999 D,R > [if CRB_ITEM is
and any materials THEY PROVIDED? 1-4, 11-13, 20 goto MAJ_APPL]
[Else, goto
CRMMATER]
05 - MAJ_APPL (Book) 18 ? [F1] <1> [goto APP_SCR]
<2,D,R> [goto CRMMATER]
Did the charge(s) include the cost of any appliances or equipment?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
05 - APP_SCR (Book) 20 ? [F1] <1-17> [goto APPL_X1]
<D> [goto CRMMATER]
Which of the following appliances or equipment did it include?
* Enter up to six, separate with commas.
1. Cooking stove, range, or oven 10. Smoke alarms and
detectors
2. Microwave oven 11. Trash compactor
3. Refrigerator Home freezer 12. Window air
conditioner
4.Built-in dishwasher 13. Portable cooling
and heating equipment
5.Portable dishwasher 14.Other major home
appliances and equip.
6. Garbage disposal
7. Clothes washer
8. Clothes dryer
9. Range hood
Section # Part Variable Name Question Text Skip Instructions
05 - H_APPSCR Section 5 - CONSTRUCTION, REPAIRS, ALTERATIONS <Esc Key> [goto APP_SCR OR
AND MAJ_APPL]
MAINTENANCE OF OWNED AND RENTED
PROPERTY
APPLIANCES
1 - Electric cooking stove, range, or oven
2 - Gas cooking stove, range, or oven
3 - Microwave oven
4 - Other cooking stove, range, or oven including wood, coal, or peat
burning stoves
5 - Refrigerator
6 - Home freezer
7 - Dishwasher - built-in
8 - Dishwasher - portable
9 - Garbage disposal
10 - Clothes washer
11 - Clothes dryer
12 - Range hood
13 - Smoke alarms and detectors
14 - Trash compactor
15 - Window air conditioner
16 - Portable cooling and heating equipment, including portable
dehumidifiers, humidifiers, fans,
and space heaters; excluding window air conditioners
17 - Other major home appliances and equipment
Section # Part Variable Name Question Text Skip Instructions
05 - APPL_X1 What was the total cost for [fill: (description)]? <1-999999,D,R> [If there is a second
selection in APP_SCR, goto APPL_X2]
[goto CRMMATER]
05 - APPL_X2 What was the total cost for [fill: (description)]? <1-999999,D,R> [If there is a third
selection in APP_SCR, goto APPL_X3]
[goto CRMMATER]
05 - APPL_X3 What was the total cost for [fill: (description)]? <1-999999,D,R> [If there is a fourth
selection in APP_SCR, goto APPL_X4]
[goto CRMMATER]
05 - APPL_X4 What was the total cost for [fill: (description)]? <1-999999,D,R> [If there is a fifth
selection in APP_SCR, goto APPL_X5]
[goto CRMMATER]
05 - APPL_X5 What was the total cost for [fill: (description)]? <1-999999,D,R> [If there is a sixth
selection in APP_SCR, goto APPL_X6]
[goto CRMMATER]
05 - APPL_X6 What was the total cost for [fill: (description)]? <1-999999,D,R> [goto
CRMMATER]
05 - CRMMATER Have [fill: YOU_ANYMEM] PURCHASED any materials, supplies, <1> [ if Intnmbr is 2-5,
tools or equipment for doing this job? goto SUPPLYX3]
[else if Intnmbr is 1,
1. Yes goto SUPPLYX1]
2. No <2, D,R> [ goto TOOLRENT]
05 - SUPPLYX3 What was the total cost for all items [fill: YOU_YRCU] purchased for <0-999999 D,R> [goto SUPPLYX2]
this job in [fill: REF_MONTH]?
05 - SUPPLYX2 What was the total cost for all items [fill: YOU_YRCU] purchased for <0-999999, D,R> [goto
this job in [fill: TWO_MONTH]? SUPPLYX1]
05 - SUPPLYX1 What was the total cost for all items [fill: YOU_YRCU] purchased for <0-999999, D,R> [goto SUPPLYX0]
this job in [fill: LAST_MON]?
05 - SUPPLYX0 What was the total cost for all items [fill: YOU_YRCU] purchased for <0-999999,D,R> [if Intnmbr is 2-5 and
this job in [fill: CUR_MONTH]? SUPPLYX3 or SUPPLYX2 or SUPPLYX1
or SUPPLYX0 eq D
goto SUPPLYX]
[else goto TOOLRENT]
05 - SUPPLYX Since the first of [fill: REF_MONTH], what was the total cost of all <0-999999,D,R> [goto TOOLRENT]
items [fill: YOU_YRCU] purchased for this job?
Section # Part Variable Name Question Text Skip Instructions
05 - TOOLRENT Have [fill :YOU_ANYMEM] RENTED any tools or equipment for doing <1> [ if Intnmbr is 2-5,
this job? goto TOOLRTX3]
[if Intnmbr is 1,
1. Yes goto TOOLRTX1]
2. No < 2, D,R> [goto REIMBRS]
05 - TOOLRTX3 What was the total cost for all items [fill: YOU_YRCU] rented for this <0-999999,D,R> [goto
job in [fill: REF_MONTH]? TOOLRTX2]
05 - TOOLRTX2 What was the total cost for all items [fill: YOU_YRCU] rented for this <0-999999,D,R> [goto
job in [fill: TWO_MONTH]? TOOLRTX1]
05 - TOOLRTX1 What was the total cost for all items [fill: YOU_YRCU] rented for this <0-999999,D,R> [goto
job in [fill: LAST_MON]? TOOLRTX0]
05 - TOOLRTX0 What was the total cost for all items [fill: YOU_YRCU] rented for this <0-999999,D,R> [if Intnmbr is 2-5 and
job in [fill: CUR_MONTH]? (TOOLRTX3 or TOOLRTX2 or
TOOLRTX1 or TOOLRTX0 eq D )
goto TOOLRTX]
[else goto REIMBRS]
05 - TOOLRTX Since the first of [fill: REF_MONTH], what was the total cost for all <0-999999,D,R> [goto
items [fill: YOU_YRCU] rented for this job? REIMBRS]
05 - REIMBRS Was or will any of the total cost [fill: of $(TOTJBCST)/of this job] be <1> [goto REIMBRSZ]
reimbursed or paid by someone outside of your CU? <2,D,R> [goto CRMBSNSD]
1. Yes
2. No
05 - REIMBRSZ What percent of the total cost was or will be reimbursed or paid by <1-100 D,R> [goto
someone outside of your CU? CRMBSNSD]
05 - CRMBSNSD Were or will any of these expenses for this job be deducted as a business <1> [goto CRMBSNSZ]
expense?
1. Yes
2. No
05 - CRMBSNSZ What percent was or will be deducted? <1-100,D,R> [goto
05 - ANY5MORE Did you have any other expenses for [fill: (job description)]? <1,2, D,R> [goto CRB_ITEM, next
row]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
05 - ADVMATER Since the first of [fill: REF_MONTH], excluding this month, have [fill: <1> [goto ADVDESC]
YOU_ANYMEM] purchased <2, D,R> [goto MATNSPEC]
any materials or supplies for jobs not yet started?
1. Yes
2. No
05 - ADVDESC What kind of job will the materials be used for? <70 characters> [goto JOBCODE]
* Enter a brief description.
05 - JOBCODE (Book) 19 ? [F1] <1-20, D, R> [goto ADVMATX]
* Select a job type below.
1. Dwellings under construction 12. Electrical work
2. Building an addition 13. Heat or air conditioning
3. Finishing a basement, etc. 14. Floor repair/replace
4. Remodeling 15. Insulation
5. Landscaping 16. Roofing, gutters, or
downspouts
6. Build outdoor patios, etc. 17. Siding
7. Repair outdoor patios, etc. 18. Install/repair/replace
windows, etc
8. Inside paint or paper 19. Masonry, brick or stucco.
9. Outside painting 20. Other improvements or
repairs
05 - ADVMATX What was the total cost of these materials and supplies? <1-999999, D, R> [goto S5ACMB_S]
05 - S5ACMB_S *Enter 'C' for a combined expense <C> [goto S5A_COMB]
<empty> [goto MATNSPEC]
Section # Part Variable Name Question Text Skip Instructions
05 - S5A_COMB (Book) 19 ? [F1] <1-20,77> [goto MATNSPEC]
What other work will be included in this job?
*Enter all that apply, separate with commas.
1. Dwellings under construction 11. Plumbing
2. Building an addition 12. Electrical work
3. Finishing a basement 13. Heat or air
conditioning
4. Remodeling 14. Floor repair/replace
5. Landscaping 15. Insulation
6. Build outdoor patios. 16. Roofing, gutters, or
downspouts
7. Repair outdoor patios 17. Siding
8. Inside paint or paper 18. Install/repair/replace
windows, etc.
9. Outside painting 19. Masonry, brick or
stucco
10. Plastering or paneling 20. Other improvements
or repairs
77. Misc. combined
05 - MATNSPEC Since the first of [fill REF_MONTH], excluding this month, have [fill: <1> [goto MATNSPCX]
YOU_ANYMEM] purchased <2, D,R,> [goto S5_END]
any materials or supplies not for any specific job?
1. Yes
2. No
05 - MATNSPCX What was the total cost? <1-999999, D,R> [goto
06 A S6A_INTRO (Book) 21 <1> [goto APA_ITEM]
Now I am going to ask about the purchase or rental of major household
appliances.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
06 A APA_ITEM (Book) 21 ? [F1] <1-12> [goto MAJTYPE]
<99> [goto S6A_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <888> [goto APA_ITEM - next line of
grid] [If no more grid lines goto S6A_END]
purchased or rented any of the following items for your CU
or for someone outside of your CU?
* Read each item on list.
1. Cooking stove, range, or oven 10. Smoke alarms and
detectors
2. Microwave oven 11. Trash compactor
3. Refrigerator Home freezer 12. Window air
conditioner
4.Built-in dishwasher 13. Portable cooling
and heating equipment
5.Portable dishwasher 14.Other major home
appliances and equip.
6. Garbage disposal 99. None/No more
entries
7. Clothes washer 888. Delete the line
8. Clothes dryer
9. Range hood
Section # Part Variable Name Question Text Skip Instructions
06 A H_S6A Section 6 -- APPLIANCES, HOUSEHOLD EQUIPMENT, AND <Esc Key> [go back to where the F1 was
OTHER SELECTED ITEMS pressed]
Part A - HOUSEHOLD APPLIANCES
1 - MICROWAVE OVEN
2 - ELECTRIC STOVE, RANGE, OR OVEN
(including convection oven)
3 - GAS STOVE, RANGE, OR OVEN
4 - OTHER STOVE, RANGE, OR OVEN
(such as a wood burning stove)
5 - RANGE HOOD
6 - REFRIGERATOR
(including refrigerator/freezer combinations)
7 - HOME FREEZER
8 - BUILT-IN DISHWASHER
9 - PORTABLE DISHWASHER
10 - GARBAGE DISPOSAL
11 - CLOTHES WASHER
(including washer/dryer combinations)
12 - CLOTHES DRYER
06 A MAJTYPE <30 characters> [goto GFTC_MAJ]
What did you purchase or rent?
* Enter brief description of the item
06 A GFTC_MAJ Was this item - <1, 3, D, R> [goto MAJ_MO]
<2> [goto MAJ_AMOUNT]
1. Purchased for someone inside the CU?
2. Rented?
3. Purchased for someone outside your CU?
06 A MAJ_MO When did you purchase it? <REF_MONTH - CUR_MONTH, D, R>
[goto MAJ_AMOUNT]
Section # Part Variable Name Question Text Skip Instructions
06 A MAJ_AMOUNT [fill: What was the purchase price ?/ <1-999999> [goto MAJTAX]
What was the total rental expense since the first of [fill: <D,R> [goto INSTALL]
REF_MONTH]
06 A MAJTAX Did this include sales tax? <1, 2, D, R> [goto INSTALL]
1. Yes
2. No
06 A INSTALL Were there any extra charges for installation or delivery? <1> [goto MAJINSTX]
<2,D,R> [goto MAJCMB_S]
*Include charges for disposal of old appliances
1. Yes
2. No
06 A MAJINSTX How much? <1-999999,D,R> [goto MAJCMB_S]
06 A MAJCMB_S * Enter 'C' for a combined expense <C> [goto MAJCMB]
<empty> [goto MAJOTHER]
06 A MAJCMB (Book) 21 ? [F1] <1-12, 77> [goto MAJOTHER]
What other appliances is the [Fill: (description)] combined with?
* Enter all that apply, separate with commas
1. Microwave oven 7. Home-freezer
2. ElectricCooking stove, range or oven 8. Built-in dishwasher
3. Gas stove, range or oven 9. Portable dishwasher
4. Other stove, range or oven 10. Garbage disposal
5. Range hood 11. Clothes washer
6. 4Refrigerator or home freezer 12. Clothes dryer
77. Misc. combined (unable to
specify/DK)
>Variable Name MAJCMB
06 A MAJOTHER Did you purchase or rent any other [fill: description]? <1, 2, D, R> [goto APA_ITEM]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
06 B S6B_INTRO (Book) 22 - 27 <1> [goto APB_ITEM]
Now I am going to ask about expenses for the purchase or rental of
household appliances and other selected items.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
06 B APB_ITEM <1-39> [goto MINTYPE]
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - <95> [goto next row]
- - - - - - - - - - - - - - - - - - - - - - <99> [goto S6B_END]
(Book) 22-24 ? [F1] <888> [goto APB_ITEM - next line of
grid] [If no more grid lines goto S6B_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased or rented any of the following items?
* Read each item on list
1. Small electrical kitchen appliances
2. Electrical personal care appliances
3. Smoke detectors
4. Electric floor cleaning equipment
5. Other household appliances
6. Sewing machines
7. Other office machines including typewriters & calculators
8. PDAs and pocket PCs
9. Computers, computer systems, or related hardware
10. Computer software or accessories
11. Video and computer game hardware, software, Gameboys, and
accessories
12. Telephones or accessories
13. Telephone answering machines
14. Photographic equipment
15. Musical instruments, supplies, or accessories
16. Lawn mowing machinery or other
yard equipment
17. Power tools
18. Non-power tools
19. Window air conditioners
20. Portable cooling or heating equipment
95. Continue list
888. Delete the line
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - -
(Book) 25 ? [F1]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased or rented television, radio, video, or sound equipment?
Do not include purchases installed on vehicles.
* IF YES - Read each item on list
Which of the following did you purchase or rent?
Section # Part Variable Name Question Text Skip Instructions
21. Televisions, all types
22. DVD Players, VCRs, DVRs, or video cameras.
23. Satellite dishes, receivers or accessories
24. Handheld personal music players
25. Radios, all types
26. Tape recorders or players
27. Sound components, component systems, or
compact disc sound systems
28. Other sound or video equipment, including accessories
95. Continue list
888. Delete the line
SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - -
(Book) 26-27 ? [F1]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased or rented sports, recreation, or exercise equipment?
* IF YES - Read each item on list
Which of the following did you purchase or rent?
29. General sports equipment (include athletic shoes for sports
related use,
such as football, baseball, soccer or bowling)
30. Health and exercise equipment
31. Camping equipment
32. Hunting and fishing equipment
33. Winter sports equipment
34. Water sports equipment
35. Outboard motors
36. Bicycles
37. Tricycles or battery powered riders
38. Playground equipment
39. Other sports or recreation equipment
99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
06 B H_S6B Section 6 - APPLIANCES, HOUSEHOLD EQUIPMENT, AND <Esc Key> [go back to where the F1 was
OTHER SELECTED ITEMS - pressed]
Continued
Part B - HOUSEHOLD APPLIANCES AND OTHER SELECTED
ITEMS
SMALL HOUSEHOLD APPLIANCES
1 - SMALL ELECTRICAL KITCHEN APPLIANCES, including -
blender electric fry pan ice cream maker
breadmaker
coffee grinder electric grill juicer
pizza oven
coffee maker electric iron mixer
deep fryer
corn popper electric knife sandwich grill
rice cooker
crockpot electric timer slow cooker
smoothie maker
electric barbecue electric wok toaster
electric can opener food processor toaster oven
electric fondue set hot plate waffle iron
2 - ELECTRICAL PERSONAL CARE APPLIANCES, including -
curling iron facial sauna make-up mirror
water-pik
denture cleaner foot bath massager
electric hair trimmer hair dryer powered scale
electric razor heating pad powered toothbrush
3 - SMOKE DETECTORS, including -
battery-operated ionization chamber type photo-cell
type wired
4 - ELECTRIC FLOOR CLEANING EQUIPMENT, including -
floor polisher hand vacuum rug shampooer vacuum
clearer
5 - OTHER HOUSEHOLD APPLIANCES, including -
carbon monoxide detectors trash
compactor
home security devices (burgler alarms) air purifier
including console control modules, burglar water filters
alarm console, door and windor transmitters
6 - SEWING MACHINES (with or without cabinet)
Section # Part Variable Name Question Text Skip Instructions
7 - OTHER OFFICE MACHINES, INCLUDING TYPEWRITERS
AND CALCULATORS -
adding machine copy machine t ypewriters
calculators fax machine
paper shredder
8 - PERSONAL DIGITAL ASSISTANT OR PDAS
palm iPaq
9 - COMPUTERS, COMPUTER SYSTEMS AND RELATED
HARDWARE FOR NON-BUSINESS
USE, including -
cables joy sticks
zip drive
computer printers memory
USB flashdrives
CRT units for computer use only modems
laptops
disk drives monitors
fax modems mouse
home computers with or without CRT’s remote terminals
interface equipment tape equipment for
computer use
10 - COMPUTER SOFTWARE AND ACCESSORIES FOR NON-
BUSINESS USE, including -
floppy disks printer cartridges zip disk
mouse pads software
11 - TELEPHONES AND ACCESSORIES, including -
beepers cell phone covers fax machines
phone jacks and cords
car chargers chargers headsets
telephones
cell phones cordless telephones pagers
12 - TELEPHONE ANSWERING DEVICES
combinations of telephone/answering machines
13 - PHOTOGRAPHIC EQUIPMENT, including -
battery pack for camera flash lens
projector
memory cards for digital camera filters
tripod
camera motor driven film advancer
strobe light (for photographs)
digital camera electro flash
winder
Section # Part Variable Name Question Text Skip Instructions
enlarger projection screen
Do not include film, film processing, or other photographic supplies.
MUSICAL INSTRUMENTS, SUPPLIES, AND ACCESSORIES
14 - PIANOS, ORGANS, OR KEYBOARDS
15 - OTHER MUSICAL INSTRUMENTS, SUPPLIES, AND
ACCESSORIES including -
brass instruments music stand
stringed instruments
carrying case other musical accessories
strings for musical instruments
clarinet picks
trombone
drums reeds
trumpet
guitar rosinsheet music valve
oil
music books saxophone
woodwinds
16 - LAWNMOWING MACHINERY AND OTHER YARD
EQUIPMENT, including -
electric lawn trimmer rake spreader
lawn mowers shovel tractor (farm, garden,
etc.)
motor tiller snow blower wheelbarrow
TOOLS FOR HOME USE
17 - POWER TOOLS, including -
electric saw lathe router
cordless circular saw electric plane sander
cordless drill electric polisher
electric drill electric swimming pool
cleaning equipment
18 - NONPOWER TOOLS, including -
axe hammer pliers trouble
light
caulking gun level socket saw wrench
drill plane screwdriver
Section # Part Variable Name Question Text Skip Instructions
HEATING AND COOLING EQUIPMENT
19 - WINDOW AIR CONDITIONERS
20 - PORTABLE COOLING AND HEATINGEQUIPMENT,
including -
fan dehumidifier humidifier spaceheater
TELEVISIONS, RADIOS, VIDEO AND SOUND EQUIPMENT (Not
installed in vehicles)
21 - TELEVISIONS, ALL TYPES, INCLUDING COMBINATIONS
OF TV WITH DVD/VIDEO PLAYERS
flat screen TV plasma high definition TV
22 - VCR, VIDEO CAMERA, VIDEO DISC PLAYER,
CAMCORDER, including -
combination VCR/DVD player video disc player
DVD player video laser disc player
video cassette player video tape recorder/player
video cassette recorder/player TIVO
23 - SATELLITE DISHES, including -
satellite accessories
24 - HANDHELD PERSONAL MUSIC PLAYERS
iPod Sonic Blue RIO Personal
MP3 players
Jukebox music player iRiver
25 - RADIO, ALL TYPES, including -
CB (not permanently clock radio short-wave
walky-talky
mounted in an console transistor/portable
Walkman (radio only)
automobile)
26 - TAPE RECORDERS AND PLAYERS (not permanently mounted
in an automobile), including -
audio tape decks reel-to-reel tape decks
audio cassette players/recorder Walkman (cassette/radio
combination or cassette only)
27 - SOUND COMPONENTS, COMPONENT SYSTEMS, AND
COMPACT DISC SOUND SYSTEMS
amplifier receiver tape deck
Section # Part Variable Name Question Text Skip Instructions
(not specified)
compact disc players mixer tuner
equalizer stereo rack system turntable
speakers stereo
28 - OTHER SOUND AND VIDEO EQUIPMENT, including -
adapter for sound equipment earphones/headphones
power booster
antenna (TV, radio, etc.) headset
UHF video converter
battery packs power converter microphone
VCR tape rewinder
base station CB antenna
SPORTS, RECREATION, AND EXERCISE EQUIPMENT
29 - GENERAL SPORTS EQUIPMENT, including -
badminton set boxing equipment racquetball
sports shoes
baseball bat football racquetball racket
sports uniform
baseball glove frisbee roller blades
table tennis equipment
basketball golf clubs skateboard
tennis racket
basketball hoop karate equipment soccer ball
volleyball
bowling ball lawn games sports protective
equipment/gear
Include specialized athletic shoes such as for football, baseball,
soccer, biking, and bowling,
except if included in the rental or activity fee for the sport.
30 - HEALTH AND EXERCISE EQUIPMENT, including -
ab roller home gym treadmill
exercycle rowing machine weights
exercise mat Trampoline weight bench
31 - CAMPING EQUIPMENT, including -
air mattress tent canteen
portable heater
camping cookware frame packs and other camping packs
sleeping bag
camping stove kerosene lamp
sleeping pad
Section # Part Variable Name Question Text Skip Instructions
32 - HUNTING AND FISHING EQUIPMENT, including -
ammunition cross bow knife scopes
(not specified)
BB/pellet gun fishing rod and tackle rifle shotgun
bow and arrow
33 - WINTER SPORTS EQUIPMENT, including -
ice boat ski boots sled snowboard
snow skis
ice skates ski poles sledding equipment snowboard
equipment toboggan
34 - WATER SPORTS EQUIPMENT, including -
diving equipment raft surf board water ski vest
wind surf board
life jacket snorkel wakeboard water skis
35 - OUTBOARD MOTORS
36 - BICYCLES, including -
bicycle helmets locks stand tires
bicycle parts rack supplies tubes
37 - TRICYCLES AND BATTERY POWERED RIDERS, including -
bigwheels
38 - PLAYGROUND EQUIPMENT, including -
portable swimming pool swing set sand box
gym set
06 B MINTYPE What did you purchase or rent? <30 characters> [goto GFTCMIN]
* Enter a brief description of item.
06 B GFTCMIN <1-3,D,R> [goto MIN_MO]
Was this item ... <2> [goto MIN_AMOUNT]
1. Purchased for someone inside the CU?
2. Rented?
3. Purchased for someone outside the CU?
06 B MIN_MO <REF_MONTH - CUR_MONTH, D, R>
When did you purchase it? [goto MIN_AMOUNT]
Section # Part Variable Name Question Text Skip Instructions
06 B MIN_AMOUNT [fill: What did it cost? <1-999999> [goto MINTAX]
<D,R> [goto MINCMB_S]
* Include delivery charges, exclude installation charges. /
What was the total rental expense since the first of [fill:
REF_MONTH]
06 B INSTLSCR Were there any additional charges for installation, set-up or delivery? <1>[go to INSTELLEX]
<2,D,R> [go to MINTAX]
1.Yes
2.No
06 B INSTLLEX How much? <1 - 99999,D,K> [go to MINTAX]>
06 B MINTAX Did this include sales tax? <1,2,D,R> [goto MINCMB_S]
1. Yes
2. No
06 B MINCMB_S * Enter 'C' for a combined expense. <C> [goto MINCMB]
<empty> [goto S6BOTHER]
Section # Part Variable Name Question Text Skip Instructions
06 B MINCMB (Book) 22 - 27 ? [F1] <1-39, 77> [goto S6BOTHER]
What other item is the [Fill: MINTYPE] combined with?
* Enter all that apply, separate with commas.
1. Small elec kitchen appl
2. Elec personal care appl
3. Smoke detectors
4. Elec floor cleaning equip
5. Other household appl
6. Sewing machines
7. Other office machines including typewriters and calculators
8. Personal digital assistants or PDAs
9. Computers/sys/hardware
10. Comp software/acc
11. Telephones/acc
12. Telephone ans mach
13. Photographic equip
14. Piano/organ/keyboard
15. Oth musical instr/supp/acc
16. Lawnmow mach/yard equip
17. Power tools
18. Non-power tools
19. Window air conditioners
20. Portable cool/heat equip
21. Televisions, all types
22. VCR, video cams/disc player
23. Satellite dishes
24. Handheld personal music players
25. Radio, all types
26. Tape recorders or players
27. Sound comp/component system
28. Other sound/video equipment
29. General sports equipment
30. Health and exercise equipment
31. Camping equipment
32. Hunting and fishing equipment
33. Winter sports equipment
34. Water sports equipment
35. Outboard motors
36. Bicycles
37. Tricycles/battery-powrd riders
38. Playground equipment
39. Other sports/recreation equip
77. Misc. combined (unable to specify/DK)
Section # Part Variable Name Question Text Skip Instructions
06 B S6BOTHER Did you purchase or rent any other [Fill: description]? <1, 2, D, R> [goto APB_ITEM, next line
on the grid]
1. Yes
2. No
07 - S7_INTRO (Book) 28 <1> [goto EQB_ITEM]
Now I will ask about expenditures for household item maintenance or
repairs and service contracts.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
07 - EQB_ITEM (Book) 28 ? [F1] <1-11> [goto RPRDESC]
<95> [goto next row]
SCREEN 1--------------------------------------- <99> [goto S7_END]
<888> [goto EQB_ITEM - next line of grid]
Since the first of [fill: REF_MONTH], did [fill: YOU_ANYMEM] have [If no more grid lines goto S7_END]
any expenses for maintenance or repair of household equipment?
* IF YES - Read each item on list
What was serviced or repaired?
1. Garbage disposal, range hood, or built-in dishwasher
2. Other household appliances, such as washer,
refrigerator, or range/oven
3. Television, radio, video, or sound equipment, except
those installed in autos or other vehicles
4. Computers, computer systems, or related equipment
for non-business use
5. Lawn or garden equipment
6. Musical instruments or accessories
7. Hand or power tools
8. Photographic equipment
9. Sport or recreational equipment
10. Termite or pest control
95. Continue list
888. Delete the line
SCREEN 2 ---------------------------------------------
Did [fill: YOU_ANYMEM] have any expenses for service contracts?
* IF YES - Read each item on list
What is the service contract for?
1. Garbage disposal, range hood, or built-in dishwasher
2. Other household appliances, such as washer,
refrigerator, or range/oven
3. Television, radio, video, or sound equipment, except
those installed in autos or other vehicles
4. Computers, computer systems, or related equipment
for non-business use
5. Lawn or garden equipment
6. Musical instruments or accessories
7. Hand or power tools
8. Photographic equipment
9. Sport or recreational equipment
10. Termite or pest control
Section # Part Variable Name Question Text Skip Instructions
11. Heating/air conditioning equipment
99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
07 - H_S7 Section 7 - HOUSEHOLD ITEM REPAIRS AND SERVICE <ESC key> [goto EQB_ITEM]
CONTRACTS
1 - Garbage disposal, range hood, or built-in dishwasher
2 - Other household appliances and equipment, such as -
dehumidifiers
portable air conditioning equipment (window air conditioner)
portable fans
portable heating equipment
range/oven
refrigerator
sewing machines
typewriters
vacuum cleaners
washer
3 - Televisions, radios, video and sound equipment, except those
installed in automobiles or
other vehicles
4 - Computers, computer systems, and related equipment for non-
business use
5 - Lawn and garden equipment (including lawn mower repair,
snowblower repair)
6 - Musical instruments and accessories (including professional tuning)
7 - Hand or power tools
8 - Photographic equipment
9 - Sport and recreational equipment (including bicycles)
10 - Termite or pest control treatment
11 - Heating or air conditioning equipment, such as -
central air conditioners
central coolers
furnaces
(Include any services provided under service contracts.
Do not include repairs.)
07 - RPRDESC What [fill: was serviced or repaired/is covered by the service contract]? <30 characters> [goto SRVCMOB]
Section # Part Variable Name Question Text Skip Instructions
07 - SRVCMOB In what month was the [fill: service or repair done/service contract <REF_MONTH - CUR_MONTH, D, R>
purchased]? [goto REPAIRX]
07 - REPAIRX What was the total cost? <1-999999> [goto REPAIRTX]
<D, R> [goto RPRCB_S]
07 - REPAIRTX Did this include sales tax? <1,2, D, R> [goto RPRCB_S]
1. Yes
2. No
07 - RPRCB_S * Enter 'C' for a combined expense. <C> [goto REPAIRCM]
<empty> [goto RPRMORE]
07 - REPAIRCM (Book) 28 ? [F1] <1-11,77> [goto RPRMORE]
What other [fill: service or repair/service contract] was [fill: RPRDESC]
combined with?
* Enter all that apply, separate with commas
1. Garb disp/range-hood/dishwshr
2. Other household appliances, such as washer,
refrigerator, or range/oven
3. Television, radio, video, or sound equipment, except
those installed in autos or other vehicles
4. Computers, computer systems, or related equipment
for non-business use
5. Lawn or garden equipment
6. Musical instruments or accessories
7. Hand or power tools
8. Photographic equipment
9. Sport or recreational equipment
10. Termite or pest control
[fill: 11. Heating/air conditioning equipment]
77. Misc. Combined (unable to specify/DK)
07 - RPRMORE Did you pay for any other [fill: maintenance or repair/service contract] for <1, 2, D, R> [goto EQB_ITEM, next line
[fill: description]? on grid]
1. Yes
2. No
07 - S7_END **CHECK ITEM** [goto Section 8A]
Section # Part Variable Name Question Text Skip Instructions
08 A S8A_INTRO (Book) 29-34 <1> [goto FRA_ITEM]
Now I am going to ask you about expenses for home furnishings and
related household items.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
08 A FRA_ITEM SCREEN 1 --------------------------------------------------------------------------- <1-36> [goto FURNDESC]
-- <95> [goto next row]
(Book) 29 - 30 ? [F1] <99> [goto S8A_END]
<888> [goto FRA_ITEM - next line of
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] grid] [If no more grid lines goto S8A_END]
purchased for [fill: YOU_YRCU] or for someone outside of your CU any
furniture, infants equipment, or outdoor equipment?
* IF YES - Read each item on list
Have you purchased any --
1. Sofas?
2. Living room chairs?
3. Living room tables?
4. Wall units, shelves or cabinets?
5. Ping-pong, pool tables or other similar recreation room items?
6. Other living room, family or recreation room furniture including
desks?
7. Living room furniture combinations?
8. Dining room or kitchen furniture?
9. Mattresses or box springs?
10. Bedroom furniture other than mattresses or box springs?
11. Infants furniture?
12. Infants equipment?
13. Patio, porch, or outdoor furniture?
14. Barbeque grills or outdoor decorative items?
15. Office furniture for home use?
95. Continue list
888. Delete the line
SCREEN 2---------------------
(Book) 31 ? [F1]
Have you purchased any --
* Read each item on list
16. Lamps or other lighting fixtures?
17. Other household decorative items?
18. Closet storage items?
19. Travel items?
95. Continue list
888. Delete the line
SCREEN 3 ---------------------------------------------------------------------------
Section # Part Variable Name Question Text Skip Instructions
--
(Book) 32 ? [F1]
Have you purchased any dishes, dinnerware, flatware, glassware, or
cookware?
* IF YES - Read each item on list
Have you purchased any --
20. Plastic dinnerware?
21. China or other dinnerware?
22. Stainless, silver, or other flatware?
23. Glassware?
24. Serving pieces other than silver?
25. Non-electric cookware?
26. Silver serving pieces?
95. Continue list
888. Delete the line
SCREEN 4 ---------------------------------------------------------------------------
--
(Book) 33 ? [F1]
Have you purchased any household linens?
* IF YES - Read each item on list
Have you purchased any --
27. Bedroom linens?
28. Bathroom linens?
29. Kitchen or dining room linens?
30. Other linens?
31. Slipcovers, decorative pillows or cushions?
95. Continue list
888. Delete the line
SCREEN 5 ---------------------------------------------------------------------------
--
(Book) 34 ? [F1]
Have you purchased any floor or window coverings?
* IF YES - Read each item on list
Section # Part Variable Name Question Text Skip Instructions
Have you purchased any --
32. Original wall to wall carpet?
33. Replacement wall to wall carpet?
34. Room size rugs or other non-permanent floor coverings,
including carpet squares?
35. Curtains or drapes?
36. Venetian blinds, window shades, other window coverings?
99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
08 A H_S8A Section 8 - HOME FURNISHINGS AND RELATED <Esc Key> [goto FRA_ITEM]
HOUSEHOLD ITEMS
Part A - Purchases
LIVING, FAMILY, OR RECREATION ROOM FURNITURE
1 - SOFAS, including -
loveseat sofa bed
sectionals
2 - LIVING ROOM CHAIRS, including -
bean bag chair rocker
convertible chair swivel
recliner
3 - LIVING ROOM TABLES, including -
coffee table lamp tables
end tables TV table
4 - WALL UNITS, SHELVES, OR CABINETS, including -
bookcase entertainment center
curio cabinet
5 - PING-PONG TABLES, POOL TABLES, AND OTHER
SIMILAR RECREATION ROOM ITEMS
6 - OTHER LIVING ROOM, FAMILY, OR RECREATION ROOM
FURNITURE, including -
bar or porta bar coat rack gun cabinet
bar stools desk/chair room divider
card table/chairs foot stool (ottoman)
7 - LIVING ROOM FURNITURE COMBINATIONS, including -
sofa, chair, and table combinations or suites
DINING ROOM AND KITCHEN FURNITURE
8 - ALL DINING ROOM AND KITCHEN FURNITURE, including -
buffet dinette set kitchen
chairs
china cabinet dining table and chairs serving table
or cart
BEDROOM FURNITURE
9 - MATTRESSES AND SPRINGS INCLUDING ROLLAWAYS
Section # Part Variable Name Question Text Skip Instructions
10 - BEDROOM FURNITURE OTHER THAN MATTRESSES AND
SPRINGS
armoire chairs headboard
water bed
brass bed chest mirrors
bunk bed dresser night tables
cedar chest frames vanity
INFANTS FURNITURE AND EQUIPMENT
11 - INFANTS FURNITURE, including -
bassinet crib mattress toy
chest
changing table dresser playpen
chest highchair portable crib
12 - INFANTS EQUIPMENT, including -
baby backpack baby monitor guard rail
baby bottle sterilizer baby travel system stroller
baby carriers car seat swing
baby jogger carriage
OUTDOOR FURNITURE AND EQUIPMENT
13 - PATIO, PORCH, OR OUTDOOR FURNITURE
14 - BARBECUE GRILLS OR OUTDOOR DECORATIVE ITEMS,
including -
patio lanterns patio umbrella
OFFICE FURNITURE FOR HOME USE
15 - ALL OFFICE FURNITURE FOR HOME USE, including -
computer furniture file cabinet safe
drawing table office chairs
Do not include any furniture used exclusively for business.
HOUSEHOLD DECORATIVE ITEMS
Section # Part Variable Name Question Text Skip Instructions
16 - LAMPS AND OTHER LIGHTING FIXTURES, including -
chandeliers
17 - OTHER HOUSEHOLD DECORATIVE ITEMS, including -
baskets painting
vase
book ends plant stand
wall hangings
fireplace equipment and accessories seasonal decorations
(Christmas) wreaths
mirror silk flowers
clocks
18 - CLOSET STORAGE ITEMS, including -
garment bag shoe bag shoe rack
19 - TRAVEL ITEMS, including -
attaché cases portable luggage carriers travel garment
bags
luggage suitcases trunk
DISHES, DINNERWARE, FLATWARE, GLASSWARE, AND
COOKWARE
20 - PLASTIC DINNERWARE, including Tupperware
21 - CHINA AND OTHER DINNERWARE
22 - STAINLESS, SILVER, AND OTHER FLATWARE, EXCEPT
PLASTIC
23 - GLASSWARE, including crystal
24 - SERVING PIECES OTHER THAN SILVER
25 - NONELECTRIC COOKWARE, including -
casserole dishes roaster
pans saucepan
pots skillet
pressure cooker teakettle
26 - SILVER SERVING PIECES, including -
bowl
pitcher
tray
HOUSEHOLD LINENS
Section # Part Variable Name Question Text Skip Instructions
27 - BEDROOM LINENS, including -
baby blanket electric blanket quilt
bedspread mattress pad sheets
blanket/cover pillows
comforter pillowcases
28 - BATHROOM LINENS, including -
bath mat shower curtain tub mat
bath rug toilet cover
face cloths towels
29 - KITCHEN AND DINING ROOM LINENS, including -
cloth napkins placemats
dish cloths small appliance cover
dish towels tablecloths
30 - OTHER LINENS, including -
chair pads doilies
covers for living room tables furniture protectors
31 - SLIPCOVERS, DECORATIVE PILLOWS AND CUSHIONS,
CUSTOM OR READY-MADE
FLOOR AND WINDOW COVERINGS
WALL-TO-WALL CARPETING FOR ONE OR MORE ROOMS
32 - WALL-TO-WALL CARPET (original)
33 - WALL-TO-WALL CARPET (replacement)
34 - ROOM-SIZE RUGS AND OTHER NON-PERMANENT
FLOOR COVERINGS, including
carpet squares
35 - CURTAINS AND DRAPES (either custom or ready-made)
36 - VENETIAN BLINDS, WINDOW SHADES, AND OTHER
WINDOW COVERINGS
(either custom or ready-made)
Section # Part Variable Name Question Text Skip Instructions
08 A FURNDESC What did you purchase? <30 characters> [goto FURNMO]
08 A FURNMO In what month did you purchase it? <REF_MONTH - CUR_MONTH, D, R>
[goto FURNGFTC]
08 A FURNGFTC Was this purchased for your CU or for someone outside of your CU? <1,2,D,R> [goto FURNPURX]
1. For use by CU
2. For someone outside the CU
08 A FURNPURX What was the purchase price? <1-999999> [goto FRNPURTX]
<D,R> [goto S8ACMB_S]
08 A FRNPURTX Did this include sales tax? <1,2,D,R> [goto S8ACMB_S]
1. Yes
2. No
08 A S8ACMB_S * Enter 'C' for a combined expense <C> [goto S8A_CMB]
<empty> [goto ANYOTH8]
Section # Part Variable Name Question Text Skip Instructions
08 A S8A_CMB (Book) 29 - 34 ? [F1] <1-37, 77> [goto ANYOTH8]
What was combined with [fill: description]?
* Enter all that apply, separate with commas.
1. Sofas 20. Plastic dinnerware
2. Living room chairs 21. China or other
dinnerware
3. Living room tables 22. Stainless, silver, or
other flatware
4. Wall units, shelves, 23. Glassware
or cabinets 24. Serving pieces other
than silver
5. Ping pong, pool tables, and 25. Non-electric
cookware
other similar recreation room items 26. Silver serving pieces
6. Other living room, family or 27. Bedroom linens
recreation room furniture 28. Bathroom linens
including desks 29. Kitchen or dining room
linens
7. Living room furniture combinations 30. Other linens
8. Dining room or kitchen furniture 31. Slipcovers,
decorative pillows or cushions
9. Mattress or box springs 32. Original wall-to-wall
carpet
10. Bedroom furniture other than 33. Replacement wall-to-
wall carpet
mattresses or box springs 34. Room size rugs or
other non-permanent floor
11. Infants’ furniture coverings, including
carpet squares
12. Infants’ equipment 35. Curtains or drapes
13. Patio, porch, or outdoor furniture 36. Venetian blinds,
window shades,
14. Barbeque grills or outdoor decorative items other window
coverings
15. Office furniture for home use 77. Misc. Combined
(unable to specify/DK)
16. Lamps or other lighting fixtures
17. Other household decorative items
18. Closet storage items
Section # Part Variable Name Question Text Skip Instructions
08 A ANYOTH8 Did you purchase any other [fill: description]? <1, 2,D,R> [goto FRA_ITEM, next
line of grid]
1. Yes
2. No
08 B FURNRNTL Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <1> [goto FURNRNTX]
rented or leased any furniture? <2,D,R> [goto REPFURN]
1. Yes
2. No
08 B FURNRNTX What was the total expense? <1-99999,D,R> [goto FRNRNTCX]
08 B FRNRNTCX How much of the total amount was spent this month? <0-99999,D,R> [goto REPFURN]
08 B REPFURN Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] had <1> [goto REPFURNX]
any expenses for repairing, refinishing or reupholstering furniture, <2, D, R> [goto S8B_END]
including the cost for fabric?
1. Yes
2. No
08 B REPFURNX What was the total expense? <1-999999, D, R> [goto
REPFRNCX]
08 B REPFRNCX How much of the total amount was spent this month? <0-999999, D, R> [goto
09 A S9A_INTRO (Book) 35 - 36 <1> [goto CLA_ITEM]
Now I am going to ask you about clothing purchases.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
09 A CLA_ITEM (Book) 35 - 36 ? [F1] <1-17> [goto CLODESCA]
<99> [goto S9A_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <888> [goto CLA_ITEM - next line of
grid] [If no more grid lines goto S9A_END]
purchased any of the following items, for persons age 2 and over
either for members of your CU or for someone outside your CU?
* Read each item on list.
1. Coats, jackets or furs
2. Sport coats or tailored jackets
3. Suits
4. Vests
5. Sweaters or sweater sets
6. Pants, jeans, or shorts
7. Dresses
8. Skirts
9. Shirts, blouses or tops
10. Undergarments
11. Hosiery
12. Nightwear or loungewear
13. Accessories
14. Swimsuits or warm-up or ski suits
15. Uniforms, for which the cost is not reimbursed
16. Costumes
17. Footwear
99. None/No more entries
888. Delete a line
Section # Part Variable Name Question Text Skip Instructions
09 A H_S9A Section 9 - CLOTHING AND SEWING MATERIALS <Esc key> [goto CLA_ITEM or
CLOCMBA]
Part A - Clothing (Do not include here - clothing for children under 2
years of age.)
1 - COATS, JACKETS, AND FURS, including -
down vest raincoat
fur coat shawl
jacket winter coat
outerwear
2 - SPORT COATS AND TAILORED JACKETS, including blazers
3 - SUITS, including -
formal suit woman's suit (of two
man's suit (of or more pieces)
two or more
pieces)
4 - VESTS (purchased separately, not with a suit), excluding sweater
vests and down vests
5 - SWEATERS AND SWEATER SETS, including -
cardigan ski sweater V-neck sweater
pullover sweater vest
6 - PANTS, SLACKS, OR SHORTS, including -
Do not include any athletic shorts
blue jeans dress slacks overalls
casual pants jump suit shorts and short sets
dress pants maternity pants
7 - DRESSES, including -
formalts or semi formals two-piece dresses wedding
gown
8 - SKIRTS, including short and skirt combination
Do not include any tennis skirts, golf skirts, or other athletic skirts
9 - SHIRTS, BLOUSES, AND TOPS, including -
dress shirt knit blouse sport shirt tops
maternity top T-shirt
Section # Part Variable Name Question Text Skip Instructions
Do not include any sweat shirts or athletic shirts.
10 - UNDERGARMENTS, including -
bras slips undershirts
shapewear thermal underwear underwear
11 - HOSIERY, including -
knee-highs pantyhose socks tights
12 - NIGHTWEAR AND LOUNGEWEAR, including -
garments night gown pajamas robe
house coat night shirt thermal sleeping
13 - ACCESSORIES, including -
apron fold-up rain accessories mittens
wallet
bandannas gloves precscription
sungalsses umbrella
belt hair accessories purse
bridal headpiece handkerchief scarves
ear muffs ties
14 - SWIMSUITS OR WARM-UP OR SKI-SUITS, including -
athletic shirt jogging suit swimwear
athletic shorts leotards swimwear accessories
hunting wear sweatshirt snow and ski suit
Do not include any sports uniforms.
15 - UNIFORMS, other than sport, for which the cost is not reimbursed,
including shirts, pants,
suits, service apparel, such as: medical, barber, boy or girl scout,
mechanic,
waiter/waitress, plumber and lab smocks, and military apparel
16 - COSTUMES, including costumes for dance, ballet, Halloween, etc.
17 - FOOTWEAR, including -
bedroom slippers dress shoes
boots sandals
casual shoes sneakers, jogging, aerobic, basketball, tennis
shoes
Section # Part Variable Name Question Text Skip Instructions
Do not include specialized athletic shoes such as for football,
soccer, bowling,
biking, or baseball.
09 A CLODESCA What did you buy? <30 characters> [goto CLOINOUT]
* Describe briefly the item purchased.
09 A CLOINOUT Was this (were these) purchased for someone inside or outside of your <1> [goto FORWHOM]
CU? <2> [goto FOROUTCU]
<D,R> [goto CLOTHQA]
1. Inside your CU
09 A FORWHOM For whom was it purchased? <1-30, 77, R> [If more than 1 person is
* Enter all that apply, separate with commas. selected goto CLONAME] [else goto
CLOTHQA]
[Fill: "active" CU members]
77. Don't know
09 A FOROUTCU For whom was this purchased? <40-44, 77, R> [goto CLONAME]
* Enter all age/sex categories that apply to the purchase, separate with
commas.
40 Male 16 and over
41 Female 16 and over
42 Male 2-15
43 Female 2-15
44 Children under 2 years old
77 Don't know
09 A CLONAME *Enter name of person(s). <30 characters> [goto CLOTHQA]
09 A CLOTHQA How many did you purchase? <1-100, D, R> [goto CLOTHMOA]
* Enter number of identical items purchased.
09 A CLOTHMOA When did you purchase [fill: it/them]? <ref_month - cur_month, D, R> [goto
CLOTHXA]
09 A CLOTHXA How much did [fill: it/they] cost? <1-999999> [goto CLOTHTXA]
<D, R> [goto CLOCMBA_S]
Section # Part Variable Name Question Text Skip Instructions
09 A CLOTHTXA <1, 2, D, R> [goto CLOCMBA_S]
Did this include sales tax?
1. Yes
2. No
09 A CLOCMBA_S *Enter 'C' for a combined expense. <C> [goto CLOCMBA]
<empty> [goto CLOMOREA]
09 A CLOCMBA (Book) 35 - 36 ? [F1] <1-17, 77> [goto CLOMOREA]
What other clothing is [Fill: CLODESCA] combined with?
* Enter all that apply, separate with commas.
1. Coats, jackets or furs
2. Sport coats or tailored jackets
3. Suits
4. Vests
5. Sweaters or sweater sets
6. Pants, jeans, or shorts
7. Dresses
8. Skirts
9. Shirts, blouses or tops
10. Undergarments
11. Hosiery
12. Nightwear or loungewear
13. Accessories
14. Swimsuits or warm-up or ski suits
15. Uniforms, for which the cost is not reimbursed
16. Costumes
17. Footwear
77. Misc. combined (unable to specify/DK)
09 A CLOMOREA Did you purchase any other [fill: description]? <1, 2, D, R> [goto CLA_ITEM, next line of
grid]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
09 B S9B_INTRO (Book) 37 - 38 <1> [goto CLB_ITEM]
Now I am going to ask you about any clothing purchased for infants under
2 years of age
as well as other purchases of watches, jewelry or hairpieces.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
09 B CLB_ITEM <1-9> [goto CLODESCB]
SCREEN 1--------------------------------------------------------------------------- <95> [goto next row]
----------------------------------------------------------- <99> [goto S9B_END]
(Book) 37) ? [F1] <888> [goto CLB_ITEM - next line of
grid] [If no more grid lines goto S9B_END]
Have [fill: YOU_ANYMEM] purchased any clothing for infants under
2
years of age, either for members of your CU or for someone outside
your CU, such as-
* Read each item on list.
1. Coats, jackets or snowsuits?
2. Dresses or other outerwear?
3. Underwear or diapers, including disposable?
4. Sleeping garments?
5. Layettes?
6. Accessories?
95. Continue list
888. Delete the line
SCREEN 2---------------------------------------------------------------------------
--------------------------------------------------
(Book) 38 ? [F1]
Have [fill: YOU_ANYMEM] purchased any of the following items,
either for your CU or for
someone outside your CU?
* Read each item on list.
7. Watches?
8. Jewelry?
9. Hairpieces, wigs or toupees?
99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
09 B H_S9B Section 9 - CLOTHING AND SEWING MATERIALS - – <Esc key> [goto CLB_ITEM]
Continued
Part B - Infants Clothing
Clothing for infants under 2 years of age
1 - COATS, JACKETS, OR SNOWSUITS
2 - DRESSES AND OTHER OUTERWEAR, including -
bathing suits overalls shirt
tops
crawler pants short set
vest
jeans pants set sunsuit
jogging suit playsuit sweater
jumpsuit romper T- shirts
3 - UNDERWEAR AND DIAPERS, including disposable
Do not include diaper service.
4 - SLEEPING GARMENTS
5 - LAYETTES
6 - ACCESSORIES, including -
bibs bonnets shoes
boots caps/hats slippers
booties mittens/gloves socks
Part B - Watches, Jewelry, and Hairpieces
7 - WATCHES
8 - JEWELRY, including -
costume jewelry, rings, and infants jewelry
9 - HAIRPIECES, WIGS, OR TOUPEES
09 B CLODESCB What did you buy? <30 characters> [goto CLOGFTB]
* Describe briefly the item purchased.
Section # Part Variable Name Question Text Skip Instructions
09 B CLOGFTB <1,2,D,R> [goto CLOTHQB]
Was this purchased for your CU or someone outside your CU?
1. Your CU
2. Someone outside your CU
09 B CLOTHQB How many did you purchase? <1-150, D, R> [goto CLOTHMOB]
* Enter number of identical items purchased.
09 B CLOTHMOB When did you purchase [fill: it/them]? <REF_MONTH - CUR_MONTH, D, R>
[goto CLOTHXB]
09 B CLOTHXB How much did [Fill: it/they] cost? <1-999999> [goto CLOTHTXB]
<D,R> [if from CLB_ITEM, screen 1
goto CLOCMBB_S]
[if from CLB_ITEM, screen 2
goto CLOMOREB]
09 B CLOTHTXB Did this include sales tax? <1,2,D,R> [If from CLB_ITEM, screen 1
goto CLOCMBB_S]
1. Yes [If from CLB_ITEM, screen 2
2. No goto CLOMOREB]
09 B CLOCMBB_S * Enter 'C' for a combined expense. <C> [goto CLOCMBB]
<Empty> [goto CLOMOREB]
09 B CLOCMBB (Book) 37 ? [F1] <1-6, 77> [goto CLOMOREB]
What other clothing is [Fill: CLODESCB] combined with?
* Enter all that apply, separate with commas.
1. Coats, jackets or snowsuits
2. Dresses or other outerwear
3. Underwear or diapers
4. Sleeping garments
5. Layettes
6. Accessories
77. Misc. combined (unable to specify/DK)
09 B CLOMOREB Did you purchase any other [Fill: description]? <1, 2, D, R> [goto CLB_ITEM, next line of
grid]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
09 C S9D_INTRO (Book) 39 <1> [goto CLD_ITEM]
Now I am going to ask about expenditures for clothing services.
1. Enter 1 to Continue
09 C CLD_ITEM (Book) 39 ? [F1] <1-5> [goto CLODESCD]
<99> [goto S9D_END]
Have [fill: YOU_ANYMEM] had expenses for any of the following, <888> [goto CLD_ITEM - next line of grid]
either for members of your CU [If no more grid lines goto S9D_END]
or for someone outside your CU?
* Read each item on list.
1. Repair, alteration or tailoring for clothing and accessories
2. Shoe repair or other shoe services
3. Watch or jewelry repair
4. Clothing rental
5. Clothing storage outside the home
99. None/No more entries
888. Delete the line
09 C H_S9D Section 9 - CLOTHING AND SEWING MATERIALS - <Esc key> [goto CLD_ITEM]
Continued
Part D - Clothing Services
1 - REPAIR, ALTERATION, AND TAILORING FOR CLOTHING
AND ACCESSORIES
2 - SHOE REPAIR AND OTHER SHOE SERVICES
3 - WATCH OR JEWELRY REPAIR, including cleaning
4 - CLOTHING RENTAL, including formal wear
5 - CLOTHING STORAGE OUTSIDE THE HOME
09 C CLODESCD What did you buy? <30 characters> [goto CLSVGFTC]
* Describe briefly the item purchased.
Section # Part Variable Name Question Text Skip Instructions
09 C CLSVGFTC <1,2,D,R> [goto CLOTHMOD]
Was this purchased for your CU or for someone outside your CU?
1. Your CU
2. Someone outside your CU
09 C CLOTHMOD When did you purchase it? <REF_MONTH-CUR_MONTH,D,R>
[goto CLSRVCX]
09 C CLSRVCX How much did it cost? <1-999999> [goto CLSRVCTX]
<D,R> [goto CLOCMBD_S]
09 C CLSRVCTX Did this include sales tax? <1,2,D,R> [goto CLOCMBD_S]
1. Yes
2. No
09 C CLOCMBD_S * Enter 'C' for a combined expense. <C> [goto CLOCMBD]
<empty> [goto CLOMORED]
09 C CLOCMBD (Book) 39 ? [F1] <1-5, 77> [goto CLOMORED]
What other clothing services is
[Fill: CLODESCD] combined with?
* Enter all that apply, separate with commas.
1. Repair, alteration or tailoring for clothing and accessories
2. Shoe repair or other shoe services
3. Watch or jewelry repair
4. Clothing rental
5. Clothing storage outside the home
77. Misc. combined (unable to specify/ DK)
09 C CLOMORED Did you have any other expenses for [fill: description]? <1, 2, D, R> [goto CLD_ITEM next line of
grid]
1. Yes
2. No
09 D S9C_INTRO (Book) 40 <1> [goto CLC_ITEM]
Now I am going to ask about expenses for sewing materials.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
09 D CLC_ITEM (Book) 40 ? [F1] <1-4> [goto SEWDESC]
<99> [goto S9C_END]
Have [fill: YOU_ANYMEM] purchased any sewing materials either <888> [goto CLC_ITEM - next line of
for members of your CU or grid] [If no more grid lines goto S9C_END]
for someone outside your CU?
* If YES - Read each item on list.
1. Sewing materials for making slipcovers, curtains, etc., or for
handwork in the home including
yarn
2. Sewing materials for making clothes
3. Sewing notions
4. Other sewing materials
99. None/No more entries
888. Delete a line
Section # Part Variable Name Question Text Skip Instructions
09 D H_S9C Section 9 - CLOTHING AND SEWING MATERIALS - <Esc key> [goto CLC_ITEM]
Continued
Part C - Sewing Materials
1 - SEWING AND KNITTING MATERIALS FOR THE HOME,
including fabric for making
afghans, blankets, curtains, flowers, quilts, slipcovers,
tablecloths, etc., and for
handwork including yarn
2 - SEWING MATERIALS FOR MAKING CLOTHES, including any
fabric used for making
clothing
3 - SEWING NOTIONS, including -
buttons knitting needles, equipment seam
binding zipper
crochet hooks measuring tapes sewing
basket
crochet thread needles/pins sewing
kit
embroidery hoops patterns snaps
embroidery thread scissors thread
4 - OTHER SEWING MATERIALS, including -
beads, glitter, sequins foam rug
material
09 D SEWDESC What did you buy? <30 characters> [goto SEWGFTC]
* Describe briefly the item purchased.
09 D SEWGFTC Was this purchased for your CU or for someone outside your CU? <1,2,D,R> [goto SEWINGMO]
1. Your CU
2. Someone outside your CU
09 D SEWINGMO When did you purchase it? <REF_MONTH - CUR_MONTH,D,R>
[goto SEWINGX]
09 D SEWINGX How much did it cost? <1-999999> [goto SEWINGTX]
<D,R> [goto CLOCMBC_S]
Section # Part Variable Name Question Text Skip Instructions
09 D SEWINGTX Did this include sales tax? <1,2,D,R> [goto CLOCMBC_S]
1. Yes
2. No
09 D CLOCMBC_S * Enter 'C' for a combined expense. <C> [goto CLOCMBC]
<empty> [goto CLOMOREC]
09 D CLOCMBC (Book) 40 ? [F1] <1-4, 77> [goto CLOMOREC]
What other sewing materials is
[Fill: SEWINGY] combined with?
* Enter all that apply, separate with commas.
1. Sewing materials for making slipcovers, curtains, etc., or for
handwork in
the home including yarn
2. Sewing materials for making clothes
3. Sewing notions
4. Other sewing materials
77. Misc. combined (Unable to specify/DK)
09 D CLOMOREC Did you purchase any other [fill: description]? <1, 2,D,R> [goto CLC_ITEM, next line of
grid]
1 . Yes
2. No
10 - S10_INTRO (Book) 41 <1> [If INTNMBR = 1 goto LSD_ITEM]
[goto RLV_ITEM]
Now I am going to ask about expenses for vehicle [fill: rentals and] leases.
Section # Part Variable Name Question Text Skip Instructions
10 - RLV_ITEM (Book) 41 ? [F1] <1-11> [goto ANYVACAT]
<95> [goto next screen]
SCREEN 1 --------------------------------------------------------------------------- <99> [If no vehicles on inventory chart
--------- or all vehicles have S10.inv.LSD_STAT= 3
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] goto LSD_ITEM,
rented any automobiles, trucks, vans, minivans, or SUVs, which were not else goto S10_INV]
used entirely for business? Do not include leased vehicles. <888> [goto RLV_ITEM - next line of
grid]
* IF YES - Read each item on list [If no more grid lines AND no
vehicles on inventory chart or all vehicles
Did you rent any - have
S10.inv.LSD_STAT = 3 goto
1. Automobiles? LSD_ITEM]
2. Trucks, vans, minivans, or SUVs? [If no more grid lines AND at least
1 vehicle on inventory chart with
95. Continue list S10.inv.LSD_STAT = 1
888. Delete the line
SCREEN 2 --------------------------------------------------------------------------
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
rented any other types of vehicles which were not used entirely for
business?
* IF YES- Read each item on list
Did you rent any -
3. Motor home
4. Trailer-type camper
5. Other attachable-type camper
6. Motorcycle, motor scooter, or moped (motorized bicycle)
7. Boat, with motor
8. Boat, without a motor
9. Trailer other than a camper type, such as for a boat or cycle
10. Private plane
11. Any other vehicle
99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
10 - H_S10 Sections 10 and 11 - RENTED, LEASED, AND OWNED VEHICLES <Esc key> [goto RLV_ITEM]
01 - AUTOMOBILE
02 - TRUCK, INCLUDING VANS, ALSO INCLUDES MINIVANS
AND JEEPS
03 - MOTOR HOME
04 - TRAILER-TYPE CAMPER
05 - OTHER ATTACHABLE-TYPE CAMPER
06 - MOTORCYCLE, MOTOR SCOOTER OR MOPED
(MOTORIZED BICYCLE)
07 - BOAT, WITH A MOTOR. INCLUDE JET SKIS
08 - BOAT, WITHOUT A MOTOR SUCH AS CANOES,
KAYAKS, AND ROWBOATS
09 - TRAILER OTHER THAN CAMPER
such as for a boat, or cycle - includes trailer for snowmobile or
for moving, hauling, etc.
10 - PRIVATE PLANE
11 - ANY OTHER VEHICLE
such as a snowmobile, dunebuggy, go-cart or riding golf cart
(except charges for rental of golf carts included in golfing fees)
10 - ANYVACAT Was the [fill: description] rented solely for use on a vacation, overnight <1> [goto RENT_MORE]
trip or a trip of 75 miles <2, D, R> [goto RENTEXPX]
or more one way?
* Any vehicle rented on a trip will be collected in Section 18.
1. Yes
2. No
10 - RENTEXPX Since the first of [fill: REF_MONTH], not including [fill: <0-99999, D, R> [goto ANYBSNRM]
CUR_MONTH], what has been your expense for renting this vehicle?
Section # Part Variable Name Question Text Skip Instructions
10 - ANYBSNRM Were or will any of the rental expenses be deducted as business expenses, <1> [goto BSNSPCTZ]
reimbursed, or paid by someone outside of the CU? <2, D, R> [goto RENT_MORE]
1. Yes
2. No
10 - BSNSPCTZ What percent of the total expense will this cover? <1-100, D, R> [goto RENT_MORE]
10 - RENT_MORE Did you rent any other [fill: description]? <1, 2, D, R> [goto RLV_ITEM]
1. Yes
2. No
10 - LVIHAVE Are you still leasing the [fill: 8500.MODELYR] [fill: <1, D, R> [goto S10INV_END]
8500.MKMD_SCR/8500.OTHMODEL]? <2> [goto LVIENDMO]
* If the vehicle was purchased at the end of the lease, collect the new
vehicle in Section 11.
1. Yes
2. No
10 - LVIENDMO What month was the lease terminated? <ref_month - cur_month, D, R> [goto
TERMFEE]
10 - TERMFEE Were any fees incurred at the termination of the lease? <1> [goto TERMFEEX]
<2, D, R> [goto S10INV_END]
1. Yes
2. No
10 - TERMFEEX How much? <1-99999, D, R> [goto S10INV_END]
10 - LSD_ITEM Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <1, 2> [goto MODELYR]
[fill: made any lease payments or begun leasing any automobile, truck, <99> [goto S10_END]
van, minivan, or SUV not used entirely for business?/begun leasing any <888> [goto LSD_ITEM - next line of
automobile, truck, van, minivan, or SUV not used entirely for business?] grid] [If no more grid lines goto S10_END]
* IF YES - Read each item on list
Do you lease any . . .
1. Automobiles?
2. Trucks, minivans, vans, or SUVs?
99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
10 - MODELYR * Ask if necessary <1900-current year + 1 D, R> [goto
MKMD_SCR]
What is the model year of the vehicle?
10 - MKMD_SCR What is the make and model of this vehicle? <30 characters, D, R> [goto ANYBUSIN]
<X> [goto OTHMODEL]
* If vehicle make and model is not found, key X
10 - OTHMODEL * Specify other make and model. <30 characters> [goto ANYBUSIN]
10 - ANYBUSIN Is it used for business? <1> [goto PRCBSNSZ]
<2, D, R> [goto NUMPAY]
1. Yes
2. No
10 - PRCBSNSZ What percentage of the mileage is counted as a business expense? <1-99, D, R> [goto NUMPAY]
<100> [goto ANYOTH]
10 - NUMPAY What was the number of payments contracted for? <1-999, D, R> [goto PMTMONTH]
10 - PMTMONTH In what month was or will the first payment be made? <1-12, D, R> [goto PMTYEAR]
10 - PMTYEAR In what year was or will the first payment be made? <1990-(current year +1)> [goto
10 - PAYEXPX [fill: What is the amount of each payment?/ What is your monthly <1-99999, D, R> [If NUMPAY< 12, goto
payment amount?] PAYTIME] [Else goto ANYEXTRA]
10 - PAYTIME What period is covered by each payment? <1-7, D, R> [goto ANYEXTRA]
<8> [goto PAYOTH]
1. Week
2. 2 weeks
3. Month
4. Quarter
5. Semiannually
6. Annually
7. One time payment
8. Other
10 - PAYOTH * Specify: <30 characters> [goto ANYEXTRA]
10 - ANYEXTRA Does the payment include any charges other than the lease amount such <1> [goto EXTRAEXP]
as auto insurance or maintenance? <2, D, R> [goto ANYEMPLY]
1. Yes
2. No
10 - EXTRAEXP How much of the payment is for these extra charges? <1-99999, D, R> [goto ANYEMPLY]
Section # Part Variable Name Question Text Skip Instructions
10 - EXTRACHK Soft Edit <suppressed> [goto ANYEMPLY]
-----------------------------------------------------------------------------------------
-----------------------------------------------
* Payment for Extra charges exceeds total cost.
* Please Verify
-----------------------------------------------------------------------------------------
-----------------------------------------------
Question Involved |Value
-----------------------------------------------------------------------------------------
------------------------------------------------
Payment amount (PAYEXPX)
Amount of extra charges (EXTRAEXP)
-----------------------------------------------------------------------------------------
------------------------------------------------
|Suppress| | Goto |
-----------------------------------------------------------------------------------------
--------------------------------------------------------
10 - ANYEMPLY Is any of the [fill: $PAYEXPX/ ] lease payment paid by an employer? <1> [goto EMPLYEXP]
<2, D, R> [goto ANYTRADE]
1. Yes
2. No
10 - EMPLYEXP How much? <1-99999> [goto ANYTRADE]
Section # Part Variable Name Question Text Skip Instructions
10 - EMPLCHK Soft Edit <suppressed> [goto ANYTRADE]
-----------------------------------------------------------------------------------------
-----------------------------------------------
* Payment paid by employer exceeds total cost.
* Please Verify
-----------------------------------------------------------------------------------------
------------------------------------------------
Question Involved |Value
-----------------------------------------------------------------------------------------
-------------------------------------------------
Amount paid by employer (EMPLYEXP)
Payment amount (PAYEXPX)
-----------------------------------------------------------------------------------------
-------------------------------------------------
|Suppress| | Goto |
-----------------------------------------------------------------------------------------
-------------------------------------------------------------
10 - ANYTRADE Was a trade-in allowance received? <1> [goto TRADEEXP]
<2, D, R> [goto ANYDOWN]
1. Yes
2. No
10 - TRADEEXP How much? <1-999999> [goto ANYDOWN]
10 - ANYDOWN Was a cash down payment made? <1> [goto DOWNEXP]
<2, D, R> [goto ANYHAVE]
* Read if necessary-
Your lease agreement may list this as a capitalized cost reduction.
1. Yes
2. No
10 - DOWNEXP How much? <1-999999, D, R> [goto ANYDNEMP]
10 - ANYDNEMP Was any portion of the cash down payment paid by an employer? <1> [goto DNEMPEXP]
<2, D, R> [goto ANYHAVE]
1. Yes
2. No
10 - DNEMPEXP How much? <1-999999, D, R> [goto ANYHAVE]
Section # Part Variable Name Question Text Skip Instructions
10 - ANYHAVE Are you still leasing this vehicle? <1, D, R> [goto ANYOTH]
<2> [goto LSDENDMO]
* If the vehicle was purchased at the end of the lease, collect the new
vehicle in Section 11.
1. Yes
2. No
10 - LSDENDMO In what month was the lease terminated? <1-12, D, R> [goto LSDENDYR]
10 - LSDENDYR In what year was the lease terminated? <1950-current year + 1, D, R> [goto
ANYFEES]
10 - ANYFEES Were any fees incurred at the termination of the lease? <1> [goto FEESEXP]
<2, D, R> [goto ANYOTH]
1. Yes
2. No
10 - H_ANYFEES Example of Termination of Lease Fees <Esc> [go back to ANYFEES]
Disposition Fee
Disposal Fee
Excess Mileage
Excess Wear and Tear
10 - FEESEXP How much? <1-999999, D, R> [goto ANYOTH]
10 - ANYOTH Did you lease any other [fill: automobiles, trucks, vans, minivans, or <1> [goto LSD_ITEM, next block]
SUVs]? <2, D, R> [goto S10_END]
1. Yes
11 - S11_INTRO (Book) 41 <1> [I there are vehicles on the chart with
8500.OVB_STAT is not 3 goto S11_INV]
Now I'm going to ask you about owned vehicles. [goto OVB_ITEM]
1. Enter 1 to Continue
11 - OVAHAVE [fill: Do/Does] [fill: YOU_YRCU] still have the [fill: 8500.VEHICYR] <1, D, R> goto OVAHAVE for next
[fill: 8500.MKMDL_SC/8500.OTHMDLY]? appropriate vehicle on chart, if no more
vehicles goto OVB_ITEM]
1. Yes <2> [goto VEHDISP]
2. No
Section # Part Variable Name Question Text Skip Instructions
11 - OVB_ITEM (Book) 41 ? [F1] <1-2> [goto VEHICYR]
<3-11> [goto VEHBSNS]
SCREEN 1A --------------------------------- <95> [goto next screen]
<99> [goto S11_END]
[fill: Since the first of [fill: REF_MONTH], [fill: have/has] [fill: <888> [goto OVB_ITEM - next line of
YOU_YRCU] purchased or acquired any grid] [If no more grid lines goto S11_END]
vehicle not used exclusively for business? Include those vehicles
purchased for your own use or
for someone outside your CU. / [fill: HaveHas] [fill: YOU_YRCU]
purchased or acquired any
other vehicles since the first of [fill: REF_MONTH]? ]
* IF YES - What kind of vehicle was it?
1. Automobile
2. Trucks, minivans, vans, or SUVs
3. Motor home
4. Trailer-type camper
5. Other attachable-type camper
6. Motorcycle, motor scooter, or moped (motorized bicycle)
7. Boat, with motor
8. Boat, without a motor
9. Trailer other than a camper type, such as for a boat or cycle
10. Private plane
11. Any other vehicle
99. None/No more entries
888. Delete the line
SCREEN 1B ----------------
(Book) 41
[fill: Do/Does] [fill: YOU_YRCU] own any automobiles, trucks,
minivans, vans or SUV's which were not used entirely for business?
* IF YES - Read each item on list
Do you own any . . .
1. Automobiles?
2. Trucks, minivans, vans, or SUVs?
95. Continue list
888. Delete the line
SCREEN 2 ---------------
[fill: Do/Does] [fill: YOU_YRCU] own any other types of vehicles
which
Section # Part Variable Name Question Text Skip Instructions
are not used entirely for business?
* IF YES- Read each item on list
Do you own any...
3. Motorized camper-coach?
4. Trailer-type camper?
5. Other attachable-type camper?
6. Motorcycle, motor scooter, or moped (motorized bicycle)?
7. Boat, with motor?
8. Boat, without a motor?
9. Trailer other than a camper type, such as for a boat or cycle?
10. Private plane?
11. Any other vehicle?
95. Continue list
888. Delete the line
SCREEN 3-------------------
[fill: Have/Has] [fill: YOU_YRCU] purchased any [fill: other] vehicles
since the first of
[fill: REF_MONTH] for someone outside of your CU?
* IF YES -
What kind of vehicle(s) did you purchase?
1. Automobiles
2. Trucks, minivans, vans, or SUVs
3. Motorized camper-coach
4. Trailer-type camper
5. Other attachable-type camper
6. Motorcycle, motor scooter,or moped (motorized bicycle)
7. Boat, with a motor
8. Boat, without a motor
9. Trailer other than a camper type, such as for a boat or cycle
10. Private plane
11. Any other vehicle
95. Continue list
888. Delete the line
SCREEN 4 ------------------------------
[fill:Have/Has] [fill: YOU_YRCU] disposed of [fill: any/any automobiles
or] other vehicles
since the first of [fill: REF_MONTH]?
Section # Part Variable Name Question Text Skip Instructions
* IF YES -
Which kind of vehicle(s) did you dispose of?
1. Automobiles
2. Trucks, minivans, vans, or SUVs
3. Motorized camper-coach
4. Trailer-type camper
5. Other attachable-type camper
6. Motorcycle, motor scooter, or moped (motorized bicycle)
7. Boat, with a motor
8. Boat, without a motor
9. Trailer other than a camper type, such as for a boat or cycle
10. Private plane
11. Any other vehicle
99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
11 - H_S11 Sections 10 and 11 - RENTED, LEASED, AND OWNED VEHICLES <Esc key> [goto OVB_ITEM]
1 - AUTOMOBILE
2 - TRUCK, MINIVANS, VANS, OR SUVs
3 - MOTORIZED CAMPER-COACH
4 - TRAILER-TYPE CAMPER
5 - OTHER ATTACHABLE-TYPE CAMPER
6 - MOTORCYCLE, MOTOR SCOOTER OR MOPED
(MOTORIZED BICYCLE)
7 - BOAT, WITH A MOTOR. INCLUDE JET SKIS
8 - BOAT, WITHOUT A MOTOR SUCH AS CANOES, KAYAKS,
AND ROWBOATS
9 - TRAILER OTHER THAN CAMPER
such as for a boat, or cycle - includes trailer for snowmobile or
for moving, hauling, etc.
10 - PRIVATE PLANE
11 - ANY OTHER VEHICLE
such as a snowmobile, dunebuggy, go-cart or riding golf cart
(except charges for rental of golf carts included in golfing fees)
11 - VEHICYR What [fill: is/was] the year of the vehicle? <1900-current year + 2, D, R> [goto
MKMDL_SC]
11 - MKMDL_SC What [fill: is/was] the make and model of this vehicle? <30 characters, D, R> [goto FUELTYPE]
* If vehicle make and model is not found, key X
11 - OTHMDLY * Specify: <30 characters> [goto FUELTYPE]
Section # Part Variable Name Question Text Skip Instructions
11 - FUELTYPE Is it fueled by- <1-3, D, R> [goto VEHBSNS]
<4> [goto FUELOTH]
* Read each item on list.
1. Gasoline?
2. Diesel fuel?
3. Hybrid electric power?
4. Other - specify?
11 - FUELOTH * Specify: <30 characters> [goto VEHBSNS]
11 - VEHBSNS [fill: Was/Is] it used for business? <1> [goto VEHBSNZ]
<2, D, R> [goto VEHNEWU]
1. Yes
2. No
11 - VEHBSNZ What percentage of the mileage [fill: was/is] counted as a business expense? <1-99, D, R> [goto VEHNEWU]
<100> [goto ANYOTH]
11 - VEHNEWU Was it new or used when acquired? <1-2, D, R> [If coming from OVB_ITEM
screen 1A, 1B, 2 or 4 goto VEHGFTC]
1. New [else goto VPURINDV]
2. Used
11 - VEHGFTC Was this vehicle - <1, 2, D, R> [goto VPURINDV]
<3> [If DISPOSED <>1 goto
1. Purchased for own use? ANYOTHR]
2. Purchased for someone outside of your CU? [If DISPOSED equals 1 goto
3. Received as a gift? VEHDISP]
11 - VPURINDV Was this vehicle purchased from a private individual? <1, 2, D, R> [If OVB_ITEM is 1-3 or 6
AND if VEHGFTC is 3 AND DISPOSED
1. Yes does NOT equal 1, then goto ANYOTHR]
2. No
[if OVB_ITEM is 1-3 or 6 AND VEHGFTC
is 3 AND DISPOSED is 1, goto VEHDISP]
11 - VEHPURMO In what month was it purchased? <1-12, D, R> [goto VEHPURYR]
11 - VEHPURYR In what year was it purchased? <1900 - current year, D, R> [goto
VFINANCE]
Section # Part Variable Name Question Text Skip Instructions
11 - VFINANCE Was any portion of the purchase price financed? <1> [goto VLOANST]
<2, D, R> [If VEHPURMO +
1. Yes VEHPURYR is prior to 3 months ago AND
2. No DISPOSED is 1, goto VEHDISP]
[If VEHPURMO +
VEHPURYR is prior to 3 months ago AND
DISPOSED does NOT equal 1,
goto ANYOTHR]
[else goto TRADE]
11 - VLOANST On the first of [fill: REF_MONTH], were there remaining loans <1, D, R> [goto TRADE]
payments? <2> [If VEHPURMO + VEHPURYR is
prior to 3 months ago AND DISPOSED is 1,
1. Yes goto VEHDISP]
[If VEHPURMO + VEHPURYR
is prior to 3 months ago AND DISPOSED
does NOT equal 1,
goto ANYOTHR]
[else, goto TRADE]
11 - TRADE Was a trade-in allowance received? <1> [goto TRADEX]
<2, D, R> [goto NETPURX]
1. Yes
2. No
11 - TRADEX How much? <1-999999, D, R> [goto NETPURX]
11 - NETPURX What was the amount paid for the vehicle after [Fill: trade-in allowance,] <0-999999> [goto SALESTAX]
rebate, and discount? <D, R> [If VLOANST = 2 goto
DNPAYMTX] [else goto ANYOTHR]
*Include destination fee in the price.
11 - SALESTAX Did this include sales tax? <1, 2, D, R> [If VFINSTAT = 2 goto
DNPAYMTX] [else goto ANYOTHR]
1. Yes
2. No
11 - DNPAYMTX What was the amount of the cash down payment? <0-999999, D, R> [goto VEHEQTLN]
11 - VEHEQTLN Was the source of credit a Home Equity Loan? <1, 2, D, R> [goto PRINCIPX]
1. Yes
2. No
11 - PRINCIPX How much was borrowed, excluding any interest? <1-999999, D, R>[goto VINTRATE]
Section # Part Variable Name Question Text Skip Instructions
11 - VINTRATE What was the interest rate? <00.000-99.999,D,R> [goto PMT1YR]
* Enter precent including decimal.
11 - PMT1YR In what year was or will the first payment be made? <1900-(current year +1), D, R> [goto goto
PMT1MO]
11 - PMT1MO In what month was or will the first payment be made? <1-12, D, R> [goto VEHQPMT]
11 - VEHQPMT For how many months was the payment contract? <1-999, D, R> [goto PAYMENTX]
11 - PAYMENTX What is your monthly payment amount? <1-99999, D, R> [If DISPOSED = 1 goto
VEHDISP] else [goto ANYOTHR]
11 - VEHDISP How did you dispose of the [fill: auto description]? <1-5, D, R> [goto VDISPMO]
<6> [goto DISPOTHV]
1. Sold
2. Traded in
3. Given away or donated to someone outside the CU, including students
away at school
4. Damage beyond repair
5. Stolen
6. Other
11 - DISPOTHV * Specify: <30 characters> [goto VDISPMO]
11 - VDISPMO In what month was it [fill: sold/traded in/given away to someone outside <1-12, D, R> [If VEHDISP = 1, goto
the CU/damaged beyond repair/stolen/disposed of]? SALEX]
[If VEHDISP is 2, 3, 6, D, R,
goto LOANSTAT]
[If VEHDISP is 4, 5, goto
11 - SALEX How much did you sell it for? <1-999999, D, R> [goto LOANSTAT]
11 - REIMBURS Were you reimbursed for the value of the [fill: auto description]? <1> [goto REIMBURX]
<2, D, R> [goto EXREIMB]
1. Yes
2. No
11 - REIMBURX How much did you receive? <1-999999, D, R> [goto LOANSTAT]
11 - EXREIMB Do you expect to be reimbursed for the value of the [fill: auto <1> [goto EXREIMBX]
description]? <2, D, R> [goto LOANSTAT]
1. Yes
11 - EXREIMBX How much will you receive? <1-999999, D, R> [goto LOANSTAT]
Section # Part Variable Name Question Text Skip Instructions
11 - LOANSTAT Were there any outstanding loans on the [fill: auto description] when it <1> [goto FINPAYMT]
was disposed of? <2, D, R> [If from inventory grid goto next
line on grid] [ELSE goto ANYOTHR]
1. Yes
2. No
11 - FINPAYMT Were any final payments made on the loan? <1> [goto FINPAYMX]
<2, D, R> [If from inventory grid goto next
1. Yes line on grid] [ELSE goto ANYOTHR]
2. No
11 - FINPAYMX How much was the final payment? <1-999999, D, R> [If from inventory grid
goto next line on grid] [Else goto
11 - ANYOTHR [fill: Did [fill: YOU_YRCU] purchase or acquire any other [fill: auto <1, 2, D, R> [goto OVB_ITEM, next screen
description]?/[fill: Do/Does] [fill: YOU_YRCU] own any other [fill: auto as appropriate]
description]?/Did [fill: YOU_YRCU] purchase any other [fill: auto
description] for someone outside your CU?/Did [fill: YOU_YRCU]
dispose of any other [fill: auto description]?]
1. Yes
2. No
12 A S12A_INTRO (Book) 42 - 44 <1> [goto VEQ_ITEM]
I will now ask about expenses for vehicle services, parts, and
equipment. Please do not include expenses for vehicles used
entirely for business.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
12 A VEQ_ITEM (Book) 42 - 44 ? [F1] <1-22> [goto VOPDESC]
<99> [goto S12A_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <888> [goto VEQ_ITEM - next line of grid]
had [If no more grid lines goto S12A_END]
expenses for any of the following?
* Read each item on list
1. Oil change, lubrication, or oil filter 11. Air conditioning work
12. Engine cooling system
work
2. Motor tune-up 13. Exhaust system work
3. Brake work 14. Clutch or transmission
work
4. Battery purchases or installation 15. Body work or painting
5. Tire purchases or mounting 16. Shock absorber
replacement
6. Tire repair 17. Drive shaft or rear-end
work
7. Front end alignment, wheel balancing 18. Video equipment or
installation
8. Steering or front-end work 19. Audio equipment or
installation
9. Electrical system work or wheel rotation
10. Engine repair or replacement 20. Vehicle accessories or
customizing
21. Vehicle cleaning services
or cleaning supplies
22. Other vehicle services,
parts, or equipment
99. None/No more entries
888. Delete a line
Section # Part Variable Name Question Text Skip Instructions
12 A H_S12A Section 12 - VEHICLE OPERATING EXPENSES <Esc Key> [goto VEQ_ITEM]
Part A - Vehicle Maintenance and Repair, Parts, and Equipment
1 - OIL CHANGE, LUBRICATION, and OIL FILTER
(Include oil only if purchased for an oil change)
2 - MOTOR TUNE-UP, including -
adjust ignition air/fuel filters computer
sensor ignition wires
timing or mixture breather/vapor/air distributor
cap, rotor pcv valve
adjust valve filter element emission
controls spark plugs
3 - BRAKE WORK, including -
anti-lock brake hydraulic system shoes or
pads
bleed brake master cylinder wheel
calipers
system machine drums/ wheel
cylinder
brake rotors
adjustment parking brake
4 - BATTERY PURCHASES AND INSTALLATION
5 - TIRE PURCHASES AND MOUNTING
6 - TIRE REPAIRS
7 - FRONT END ALIGNMENT, WHEEL BALANCING, WHEEL
ROTATION
8 - STEERING OR FRONT-END WORK, including -
axle bearing/ bushings power steering
studs, lug nuts
seals CV joints/boots fluid/filter
tie rods
axle shafts idler arms rack and pinion
wheel hubs
ball joints steering box/
linkage
9 - ELECTRICAL SYST EM WORK, including -
alternator belt car computer ignition system
voltage-regulator
alternator/ coil starter motor
wiring
Section # Part Variable Name Question Text Skip Instructions
generator gauges/ switches
battery instruments
charging
10 - ENGINE REPAIR OR REPLACEMENT, including -
carburetor fuel injector motor mounts
timing chain/
choke fuel pump/lines/ oil pump/cooler/
gears or belt
crankshaft filter hoses/lines
turbo charge
bearings gaskets pistons/rods
11 - AIR CONDITIONING WORK, including -
compressor condenser motor/switch
recharging
12 - ENGINE COOLING SYSTEM WORK, including -
coolant or filter fan or water pump heater core
radiator
cooling fan/ belt hoses
thermostat
controls fan switch or motor pressure cap
water pump
cooling fan relay
13 - EXHAUST SYSTEM WORK, including -
catalytic converter hanger/clamps muffler
resonator
exhaust pipe manifold gasket
14 - CLUTCH OR TRANSMISSION WORK, including -
clutch cable hydraulic system rebuilt transmission
transaxle
clutch fork master cylinder safety switch
transmission filter
flywheel pilot bearing shaft seal
15 - BODY WORK AND PAINTING, including -
convertible top doors T-roof
crash repairs glass replaced vinyl top
window repair/ rust proofing
replacement sanding
16 - SHOCK ABSORBER REPLACEMENT, including MacPherson
struts
Section # Part Variable Name Question Text Skip Instructions
17 - DRIVE SHAFT OR REAR-END WORK, including -
axle fluid CV joints rear axle
suspension
axle mounts/ differential rear wheel axle seal
tie rods
bushings grommet rear wheel bearings
universal joint
coil or leaf springs
18 - VIDEO EQUIPMENT OR INSTALLATION
19 - AUDIO EQUIPMENT AND INSTALLATION, including -
antenna CB radio speakers
tape player
CB antenna radio stereo equipment
20 - VEHICLE ACCESSORIES AND CUSTOMIZING, including -
alarm system carpeting running boards
steering wheel
bike/ski racks fender skirts seat covers
covers
bumper guards luggage rack spoilers
21 - VEHICLE CLEANING SERVICES AND CLEANING SUPPLIES
vehicle detailing vacuuming tire/rim
cleaners
full service car wash wash, wax, and polish supplies self service
car wash
22 - OTHER VEHICLE SERVICES, PARTS, AND EQUIPMENT,
including -
battery cables gas cable/cap/can jack
vent filters
brake lights gasket sets light bulbs
wheel lugs
car wash headlights speedometer cable
wheels
charcoal canister- heater repair tire pressure gauge
windshield-filters
filters hub caps tire/wheel
combination wipers
12 A VOPDESC What was the expense for? <30 characters> [goto VOPLABOR]
Section # Part Variable Name Question Text Skip Instructions
12 A VOPLABOR Did this expense include labor? <1,2, D,R> [goto VOPMOA]
1. Yes
2. No
12 A VOPMOA In what month did you have this expense? <REF_MONTH - CUR_MONTH, D,R>
[goto VOPEXPX]
12 A VOPEXPX What was the total cost? <1-99999> [goto VOPTAX]
<D,R> [goto VOPCMB_C]
12 A VOPTAX Did this include sales tax? <1,2,D,R> [goto VOPCMB_C]
1 Yes
2 No
12 A VOPCMB_C * Enter 'C' for combined expense <C> [goto VOPCMB]
<empty> [goto VOPREIMB]
12 A VOPCMB (Book) 42-44 ? [F1] <1-22, 77> [goto VOPREIMB]
What expense was combined with the [fill: description] expense?
* Enter all that apply, separate with commas.
1. Oil chg/lube/filter 11. Air conditioning work
2. Motor tune/up 12. Engine cooling sys. work
3. Brake work 13. Exhaust system work
4. Battery purch/install 14. Clutch or transmission wk
5. Tire purch/mounting 15. Body work or painting
6. Tire repair 16. Shock absorber replacemnt
7. Front end align/wheel 17. Drive shaft/rear end work
balancing/wheel rotate 18. Video equipment/install
8. Steering/front end work 19. Audio equipment/install
9. Electrical system work 20. Accessories/customizing
10. Engine repair/replace 21. Vehicle cleaning/supplies
22. Other serv/parts/equip
77. Misc. combined (unable to
specify/DK)
12 A VOPREIMB Has any of this expense or will any of it be reimbursed? <1> [goto VOPRMBXA]
<2, D,R> [goto MOREVEOP]
1. Yes
2. No
12 A VOPRMBXA How much? <1-99999, D,R> [goto MOREVEOP]
Section # Part Variable Name Question Text Skip Instructions
12 A MOREVEOP Did you have any other expenses for [fill: description]? <1, 2, D,R> [goto VEQ_ITEM, next line
of grid]
1. Yes
2. No
12 B S12B_INTRO (Book) 45 <1> [goto VLR_ITEM]
Now I am going to ask about driver's licenses, vehicle inspection and
vehicle registration.
1. Enter 1 to Continue
12 B VLR_ITEM (Book) 45 <1-4> [goto VREGDESC]
<99> [goto S12B_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <888> [goto VLR_ITEM - next line of
had any grid] [If no more grid lines goto S12B_END]
expenses for -
* Read each item on list
.
1. Driver's licenses? 99. None/No more entries
2. Vehicle inspection? 888. Delete line
3. State vehicle registration?
4. Local vehicle registration?
12 B VREGDESC What was the expense for? <30 characters> [goto VOPMO_C]
12 B VOPMO_C In what month did you have this expense? <REF_MONTH - CUR_MONTH, D, R>
[goto VOPREGX]
12 B VOPREGX What was the total amount of the expense? <1-9999, D,R> [goto S12BCMB_C]
12 B S12BCMB_C * Enter 'C' for combined expense <C> [goto S12B_CMB]
<empty> [goto MOREREG]
12 B S12B_CMB What was combined with the [fill: description] expense? <1-4> [goto MOREREG]
* Enter all that apply, separate with commas
1. Driver's license
2. Vehicle inspection
3. State Vehicle registration
4. Local Vehicle registration
Section # Part Variable Name Question Text Skip Instructions
12 B MOREREG Did you have any other [fill: description] expenses? <1, 2, D,R> [goto VLR_ITEM, next line of
grid]
1. Yes
2. No
12 C VOPGASX Since the first of [fill: REF_MONTH], what has been the CU’s <0, R> [goto VOPOIL]
AVERAGE <1-9999, D> [goto VOPDIES]
MONTHLY expense for gasoline and other fuels (including gasohol) to
12 C VOPDIES Was any of this expense for the purchase of diesel fuel? <1> [goto VOPDIESX]
<2, D, R> [goto VOPBSNS]
1. Yes
2. No
12 C VOPDIESX How much? <1-9999, D,R> [goto VOPBSPER]
12 C VOPBSPER What percentage[filll: $VOPGASX/amount] of the AVERAGE <0 - 100, D, R> [goto VOPOIL]
MONTHLY COST was counted as a business expense?
12 C VOPOIL Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <1> [goto VOPOILX]
purchased any oil for operating vehicles? <2, D, R> [If INTNMBR is 1 goto
S12C_END] [ELSE goto VOPFLUID]
1. Yes
2. No
12 C VOPOILX What was the total cost? <1-9999, D, R> [goto VOPOILNT]
12 C VOPOILNT Was any of this purchased this month? <1> [goto VOPOILNX]
<2, D, R> [goto VOPFLUID]
1. Yes
2. No
12 C VOPOILNX How much was spent this month? <1-9999, D, R> [If INTNMBR is 1 goto
S12C_END] [ELSE goto VOPFLUID]
12 C VOPFLUID Since the first of [fill: REF_MONTH], not including this month, <1> [goto VOPFLUDX]
have [fill: YOU_ANYMEM] purchased any antifreeze, brake fluid, <2,D,R> [goto VOPPARK]
transmission fluid, or additives, except if purchased with a
tune-up? Do not include purchases for vehicles used entirely
for business.
1. Yes
2. No
12 C VOPFLUDX What was the total cost of these purchases? <1-9999,D,R> [goto VOPPARK]
Section # Part Variable Name Question Text Skip Instructions
12 C VOPPARK Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <1> [goto VOPPARKX]
had expenses for - <2,D,R> [goto VOPTOLL]
Parking, including garage rental, metered parking, and parking
lot fees, except any expenses included in property ownership or
rental costs? Do not include parking expenses that are totally
reimbursed or paid entirely for business.
1. Yes
2. No
12 C VOPPARKX <1-99999,D,R> [goto VOPTOLL]
How much was paid, not including any payments made this month?
12 C VOPTOLL Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] had <1> [goto VOPTOLLX]
expenses for - <2,D,R> [goto VOPDOCK]
Tolls or electronic toll passes?
* Do not include tolls incurred on a trip.
1. Yes
2. No
12 C VOPTOLLX How much was paid, not including any payments made this month? <1 - 99999, D,R> [goto VOPTOW]
12 C VOPDOCK <1> [goto VOPDOCKX]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <2,D,R> [goto VOPPOLCY]
had expenses for -
Docking and landing fees for boats and planes?
1. Yes
2. No
12 C VOPDOCKX How much was paid, not including any payments made this month? <1-9999,D,R> [goto VOPPOLCY]
12 C VOPPOLCY Since the first of [fill: REF_MONTH], not including <1> [goto VOPPLCYX]
[fill: CUR_MONTH], have [fill: YOU_ANYMEM] had any expenses for <2,D,R> [goto VOPAUTO]
auto repair service policies such as extended warranties?
Do not include service policies for vehicles used entirely for business.
1. Yes
12 C VOPPLCYX How much? <1-9999,D,R> [goto VOPAUTO]
Section # Part Variable Name Question Text Skip Instructions
12 C VOPAUTO Since the first of [fill: REF_MONTH], not including <1> [goto VOPCLUBX]
[fill: CUR_MONTH], have [fill: YOU_ANYMEM] had any expenses <2,D,R> [goto VOPTOW]
for automobile service clubs, such as AAA?
1. Yes
12 C VOPCLUBX How much? <1-9999,D,R> [goto VOPTOW]
12 C VOPTOW Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <1> [goto VOPTOWX]
had expenses for - <2,D,R> [goto TANKGAS]
Towing charges, not already reported ?
1. Yes
2. No
12 C VOPTOWX How much was paid, not including any payments made this month? <1-9999,D,R> [goto VOPDOCK]
12 C TANKGAS Since the first of [fill: REF_MONTH], not including <1> [goto TANKGASX]
[fill: CUR_MONTH] have [fill: YOU_ANYMEM] had any expenses <2,D,R> [goto S12C_END]
for bottled or tank gas for recreational vehicles, including
vans, campers, and boats?
1. Yes
12 C TANKGASX How much? <1-9999,D,R> [goto S12C_END]
13 A S13A_INTRO (Book) 46 <1> [If Policies listed on the inventory
chart with 8500.INB_STAT ne 3 goto
Now I am going to ask about your non-health insurance policies. (Fill: S13A_INV]
Include policies paid by your CU for someone outside your CU.)
1. Enter 1 to Continue
13 A PLCYSTIL Do [fill: YOU_ANYMEM] still have or make payments for the [fill: <1, 2, D, R> [If 8500.PREMPAID = 3 or 4
description] insurance policy from [fill: 8500.INSCOMP]? ] goto S13A_END] [goto INSEX3A]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
13 A INSEX3A Since the first of [fill: REF_MONTH] have you had any expenses for this <1> [goto INSEX3AX]
policy? <2, D, R> [goto S13A_END]
1. Yes
2. No
13 A INSEX3AX How much was paid? <1-99999> [goto INSEXXA]
<D, R> [goto S13A_END]
13 A INSEXXA How much was paid this month? <0-99999, D, R> [goto S13A_END]
13 B INB_ITEM (Book) 46 ? [F1] <1-6> [goto INSCOMP]
<99> [goto S13B_END]
[Fill:Do [Fill: YOU_ANYMEM] have any or pay for any-/Since the first <888> [goto INB_ITEM - next line of grid]
of [fill: REF_MO] have [fill: YOU_ANYMEM] purchased or begun [If no more grid lines, goto S13B_END]
paying for any -]
* Read each item on list
1. Long term care insurance?
2. Life insurance or other policies which provide benefits in case of death
or disability?
3. Homeowners insurance which protects your home, furniture, personal
effects or other property
against fire, flood, theft, loss or damage?
4. Renters' insurance which protects your home, furniture, personal
belongings or other property
against fire, flood, theft, loss or damage?
5. Automobile or other vehicle insurance?
6. Other types of insurance, such as those listed on page 46?
99. None/No more entries
888. Delete a line
Section # Part Variable Name Question Text Skip Instructions
13 B H_S13 Section 13 - INSURANCE OTHER THAN HEALTH <Esc> [return to item where F1 was pressed]
1 - LONG TERM CARE
2 - LIFE INSURANCE OR OTHER POLICIES WHICH PROVIDE
BENEFITS IN CASE OF DEATH
OR DISABILITY, including -
Annuities Life Endowments
Bural Insurance Long-Term Care Insurance
Cash Benefits Mortgage Insurance
Flight Insurance Straight-Life Insurance
Group-Life Insurance Term Insurance
Income or Disability Insurance Veterans Insurance
Whole-Life Insurance
HOME INSURANCE
Insurance protecting your home, furniture, personal effects, or other
property against fire, theft,
loss, natural disasters, or damage from other means.
3 - HOMEOWNER'S INSURANCE, including any insurance covered in
mortgage payments or
flood insurance
FLOOD INSURANCE
FIRE AND EXTENDED COVERAGE
4 - TENANT'S INSURANCE
5 - AUTOMOBILE OR OTHER VEHICLE INSURANCE, including -
Bodily Injury Insurance Liability Insurance
Collision Insurance No-Fault Damage Insurance
Comprehensive Insurance Property Damage Insurance
6 - OTHER TYPES OF NONHEALTH INSURANCE, including -
Ambulance
Credit Card Insurance
Mortgage Guarantee Insurance
Personal Liability Insurance
Umbrella policies
Do not include malpractice insurance.
Section # Part Variable Name Question Text Skip Instructions
13 B INSCOMP What is the name of the insurance company for your [Fill: description] <30 characters> [goto INSDESC]
policy?
* Enter name of insurance company, not the insurance agent.
13 B INSDESC Briefly describe the policy. <30 characters> [If INB_ITEM = 3, goto
INSPROP] [goto PREMPAID]
13 B INSPROP Which property (ies) does this policy cover? <1-20,99,D,R> [goto PREMPAID]
* Enter number of each property covered, separate with commas.
[fill: PROPNUM] [fill: PROPDESC]
99. Property not owned or rented by the CU
13 B PREMPAID Are the policy premiums paid - <1, 2, D, R> [goto PAYDEDPR]
<3, 4> [ goto S13_S]
1. Entirely by [fill: YOU_YRCU]?
2. Partially by [fill: YOU_YRCU] and partially by someone
outside your CU?
3. Entirely by an employer or union?
4. Entirely by another group or persons outside your CU?
13 B PAYDEDPR Are any premiums paid through payroll deductions? <1,2,D,R> [goto INSEXPBX]
1. Yes
2. No
13 B INSEXPBX Since the first of [fill: REF_MONTH], what was [fill: YR_YRCUS] total <1-99999> [goto INSNEXXB]
expense for this insurance policy? <0, D,R> [goto S13_S]
* Enter the actual amount the CU paid. Do not include any expenses
paid for the CU by others.
13 B INSNEXXB How much was paid this month? <0-99999, D, R> [goto S13_S]
13 B S13_S * Enter "C" for a combined expense <C> [goto S13CMB]
<Empty> [goto INSMORE]
Section # Part Variable Name Question Text Skip Instructions
13 B S13CMB (Book) 46 ? [F1] <1-6, 77> [If 3 is selected, goto
S13CMBPROP] [Else goto INSMORE]
What other type of policy is the [Fill: description] combined with?
* Enter all that apply, separate with commas
1. Long term care insurance
2. Life insurance or other policies which provide benefits in case of death
or disability
3. Homeowners insurance which protects your home, furniture, personal
effects or other property
against fire, flood, theft, loss or damage
4. Tenants' insurance which protects your home, furniture, personal
effects or other property
against fire, flood, theft, loss or damage
5. Automobile or other vehilce insurance
6. Other types of insurance, such as those listed on page 46
77. Misc. combined (unable to specify/DK)
13 B S13CMBPROP Which property (ies) does this policy cover? <1-20, 99, D, R> [goto INSMORE]
* Enter number of each property covered, separate with commas.
[fill: PROPNUM] [fill: PROPDESC]
99. Property not owned or rented by the CU
13 B INSMORE [Fill: Do [fill: YOU_ANYMEM] have any or make payments for any <1, 2, D, R> [goto INB_ITEM]
other [fill: description] policy?/Did [Fill: YOU_ANYMEM] purchase or
begin paying for any other [fill: description] policy?]
1. Yes
2. No
14 A S14A_INTRO (Book) 47 <1> [If there are any records on the input
with 8500.IHB_STAT=1 goto S14A_INV]
Now I am going to ask about hospitalization and health Insurance. [goto S14A_END]
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
14 A HHISTILL [fill: Do you/Does your CU] still [fill: make payments on the [fill: <1,2, D, R> [If 8500.HHIPRMPD = 3, 4
description] goto S14A_END] [goto HHIANYPD]
from [fill: 8500.HINSCMP] for someone outside your CU/ have your
[fill: description] policy from
[fill: 8500.HINSCMP]?
1. Yes
2. No
14 A HHIANYPD Since the first of [fill: REF_MONTH] were any payments made on <1> [goto HHIPDAMT]
this <2, D, R> [goto S14A_END]
policy by [fill: YOU_ANYMEM]? [fill: (Include those
made by payroll deductions.)]
1. Yes
14 A HHIPDAMT How much was paid? <1-99999> [goto HHICMXXA]
<D, R> [goto S14A_END]
14 A HHICMXXA How much was paid this month? <0-99999, D, R> [goto S14A_END]
14 A S14A_END ** CHECK ITEM** [goto HHISTILL for next appropriate policy
on the inventory chart]
[If no more policies on the inventory chart,
go to Section 14B]
Section # Part Variable Name Question Text Skip Instructions
14 B IHB_ITEM <1> [goto HINSCMP]
(Book) 47 ? [F1] <99> [goto S14B_END]
<888> [goto IHB_ITEM - next line of
[FILL: Do [fill: YOU_ANYMEM] have any hospitalization or health grid] [If no more grid lines goto S14B_END]
insurance plans
or belong to a plan that pays all or part of your medical expenses?
Include policies paid for someone outside your CU and please
consider
any special purpose plans you may have, such as those listed on
page 47
of the Information Booklet. /
Since the first of [fill: REF_MONTH], have [fill:
YOU_ANYMEM] purchased any
[fill: additional] health or hospitalization insurance? Include any
policies paid for
someone outside your CU. ]
* Read item on list.
1. Hospitalization or health insurance plans
99. None/No more entries
888. Delete the line
14 B HINSCMP What is the name of the insurance company for this health insurance <30 characters> [goto HHIBCBS]
policy?
* Enter name of insurance company, not the insurance agent.
14 B HHIBCBS *Do not read to respondent. <1,2, D,R> [goto HHICOVQ]
* Is the insurance company Blue Cross/Blue Shield?
1. Yes
2. No
14 B HHICOVQ How many CU members are/were covered by this policy? <0-30, D,R> [goto HHICODE]
14 B HHICODE (Book) 47 ? [F1] <1> [goto HHIPOS]
<2> [goto HHIFEET]
What type of insurance plan is it? <3> [goto HHIGROUP]
<4> [goto HHISPECT]
1. Health Maintenance Organization <D,R> [goto HHIGROUP]
2. Fee for Service Plan
3. Commercial Medicare Supplement
4. Other special purpose plan
Section # Part Variable Name Question Text Skip Instructions
14 B H_S14B Section 14 HOSPITALIZATION AND HEALTH INSURANCE <Esc key> [goto HHICODE or IHB_ITEM]
1 - HEALTH MAINTENANCE ORGANIZATION
Expenses in this type of plan are usually covered in full or there is a
modest co-payment at the time of your visit. There are two basic types
of HMO’s. The first is the group/staff type in which you go to a
central
facility (group health center) to receive care. The second type is an
independent practice association (IPA) in which providers work from
their individual offices and are referred to as primary care physicians.
2 - FEE FOR SERVICE PLAN
In a fee for service type of plan you or your insurance company is
generally billed after each visit. In a traditional fee for service plan you
may go to any doctor or hospital you choose. In a Preferred Provider
Organization (PPO) you are provided with a list of doctors from which
you may choose. If you choose to go to one of the doctors on the PPO
list, the amount of expenses covered is higher than if you go to a
doctor not on the list.
3 - COMMERCIAL MEDICARE SUPPLEMENT
A Commercial Medicare Supplement is a voluntary contributory
private
insurance plan available to Medicare recipients, to cover the costs of
deductibles, coinsurance, physician services and other medical and
health services.
4 - SPECIAL PURPOSE PLAN
A special purpose plan is one which covers only specific health needs.
14 B HHIPOS If, except in the case of an emergency, you go to a doctor other <1,2,D,R> [goto HHIGROUP]
than one in the group center or your primary care doctor, without
a referral, will the plan pay any of your expenses?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
14 B HHIFEET (Book) 47 ? [F1] <1,2,D,R> [goto HHIGROUP]
Is this fee for service plan a -
1. Traditional Fee for Service Plan?
2 . Preferred Provider Option Plan?
14 B H_S14B_2 FEE FOR SERVICE PLAN
In a fee for service type of plan you or your insurance company is
generally billed after each visit. In a traditional fee for service plan you
may go to any doctor or hospital you choose. In a Preferred Provider
Organization (PPO) you are provided with a list of doctors from which
you may choose. If you choose to go to one of the doctors on the PPO
14 B HHISPECT Is this special purpose insurance plan - <1-5,D,R> [goto HHIGROUP]
<6> [goto OTHINTYP]
1. Dental insurance? 4. Mental health insurance?
2. Vision insurance? 5. Dread disease policy?
3. Prescription drug insurance? 6. Other type of special purpose
health insurance? - Specify
14 B OTHINTYP * Specify: <30 characters> [goto HHIGROUP]
14 B HHIGROUP Was the policy obtained on an individual or group basis? <1-3, D,R> [goto HHIPRMPD]
1. Individually obtained
2. Group through place of employment
3. Group through other organization
14 B HHIPRMPD Are the policy premiums paid - <1,2> [goto HHIPRDED]
<3,4> [goto HHIMORE]
1. Entirely by [fill: YOU_YRCU]? <D,R> [goto HHIPRDED]
2. Partially by [fill: YOU_YRCU]?
3. Entirely by an employer or union?
4. Entirely by another group or persons outside your CU?
14 B HHIPRDED Are any premiums paid through payroll deductions? <1,2, D,R> [goto HHIRPMXB]
1. Yes
2. No
14 B HHIRPMXB What is your part of the regular health insurance payment [fill: including <1-99999> [goto HHIRPMPD]
all payroll deductions]? <D,R> [goto HHIRPMPD]
Section # Part Variable Name Question Text Skip Instructions
14 B HHIRPMPD What period of time is covered by the regular payment? <1-6, D,R> [goto HHICPMTB]
<7> [goto PTIMEOTH]
1. Week 5. 6 months
2. 2 weeks 6. Year
3. Month 7. Other - Specify
4. Quarter
14 B PTIMEOTH * Specify: <30 characters> [goto HHICPMTB]
14 B HHICPMTB Since the first of [fill: REF_MONTH] were any payments made on <1> [goto HHIRPMTB]
this <2, D,R> [goto HHIMORE]
policy?
1. Yes
14 B HHIRPMTB Was each payment in the amount of [fill: the regular <1> [goto HHIQPMTB]
payment/$(HHIRPMXB)]? <2,D,R> [goto HHIIRGXB]
1. Yes
2 . No
14 B HHIQPMTB How many payments were made? <1-15, D,R> [goto HHICMXXB]
14 B HHIIRGXB What was the total expense paid for this policy since [fill: <1-99999, D,R> [goto HHICMXXB]
14 B HHICMXXB How much was paid this month? <0-99999, D, R> [goto HHIMORE]
14 B HHIMORE Did you have any other hospitalization or health insurance plans? <1, 2, D, R> [goto IHB_ITEM, next line of
grid]
1. Yes
2. No
14 B S14B_END ** CHECK ITEM ** [If no more policies and INTNMBR = 1 goto
S14_END in section 14c)]
[if no more policies and intnmbr = 2-5 goto
Section 14C]
14 C CHGHHMCR Last time you said that [fill: 8500.HHMCRCOV] [fill: CU member <1> [goto HHMCRCOV]
was/CU <2, D,R> [If 8500.HHPARTD = 1 goto
members were] enrolled in Medicare. Has the number of CU members 14C_UPDATE] [Else goto RETPARTD]
enrolled in Medicare changed?
1. Yes
Section # Part Variable Name Question Text Skip Instructions
14 C HHMCRENR Are [fill: YOU_ANYMEM] presently enrolled in Medicare? <1> [goto HHMCRCOV]
Medicare is the Federal Health Insurance Plan. <2, D,R> [If 8500.MDCDENR is 1 goto
CHGMDCDE] [Else goto MDCDENR]
1. Yes
2. No
14 C HHMCRCOV How many members of your CU are covered by Medicare? <0-30> [If intnmbr = 2 or new CU, goto
HHPARTD, if intnmbr = 3-5 and not a new
* If this is a single person CU, enter 1 without asking the question CU AND 8500.HHPARTD = 1, goto
14C_UPDATE] [ELSE goto RETPARTD]
14 C 14C_UPDATE Question Text [goto STILDRUG]
**Check item**
14 C STILDRUG Is [fill: NAME] still enrolled in a Medicare Prescription Drug plan? <1> > [goto PREMCHG]
*Enter 'YES’ if the member changed to a different Medicare Prescription < 2, D, R> [goto next member on
Drug plan. 14C_UPDATE; if there exist values of
MEMBNO that do not match any value of
1. Yes 8500.PRTDMBNO, goto RETPARTD;
2. No else, if 8500.MDCDENR ne 1, goto
MDCDENR] [else, goto CHGMDCDE]
14 C PREMCHG Is [fill: NAME]’s premium still [fill: $8500.DRGPREMX/ the <1, D, R> [goto STILDRUG for next
same]? member on 14C_UPDATE; if there exist
values of MEMBNO that do not match any
1. Yes value of 8500.PRTDMBNO, goto
RETPARTD; else if 8500.MDCDENR ne 1,
goto MDCDENR] [else, goto
CHGMDCDE]
<2> [goto PREMCHGX]
14 C PREMCHGX What is [fill: NAME]’s current premium amount for the Medicare <0-999, D, R> [goto STILDRUG for next
Prescription Drug Plan? member on 14C_UPDATE; if there exist
values of MEMBNO that do not match any
value of 8500.PRTDMBNO, goto
RETPARTD; else if
8500.MDCDENR ne 1, goto MDCDENR]
[else, goto CHGMDCDE]
Section # Part Variable Name Question Text Skip Instructions
14 C RETPARTD Are [fill: YOU_ANYMEM] presently enrolled in a Medicare <1> [goto DRUGPLAN]
Prescription Drug plan since the first of [fill: REF_MO]? <2, D,R> [If 8500.MDCDENR = 1, goto
CHGMDCDE, if 8500.MDCDENR ne 1,
* The Medicare Prescription Drug plan is also known as Medicare goto MDCDENR]
Part D,
which is the plan that began enrollment in November 2005.
1. Yes
2. No
14 C HHPARTD Are [fill: YOU_ANYMEM] presently enrolled in a Medicare <1> [goto DRUGPLAN]
Prescription Drug plan? <2, D,R> [Else goto MDCDENR]
* The Medicare Prescription Drug plan is also known as Medicare
Part D,
which is the plan that began enrollment in November 2005.
1. Yes
2. No
14 C DRUGPLAN Who [fill: is enrolled/enrolled] in a Medicare Prescription Drug plan? <1-30> [goto 14C_NEW ]
<D, R> [goto MDCDENR]
* Enter line numbers for all that apply, separate with commas.
* If this is a single person CU, enter “1” without asking the question
14 C 14C_NEW **Check item** [goto ENROLLMO]
14 C ENROLLMO In what month and year did [fill: NAME/you] enroll in the prescription <1-12, D, R> [goto ENROLLYR]
drug plan?
* Enter month of enrollment
14 C ENROLLYR * Enter year of enrollment <2005 - 9000, D, R> [goto
14 C DRGPREMX What is the monthly premium for [fill: NAME's/your] Medicare <0 - 999, D, R> [goto HHDRGSS]
Prescription Drug plan?
* Do not include any monthly co-payments paid by the CU.
14 C HHDRGSS Is the monthly premium deducted from a Social Security payment? <1, 2, D, R> [goto ENROLLMO for the
next line number entered in DRUGPLAN,
1. Yes [ELSE if no more line numbers
2. No AND 8500.MDCDENR ne 1 goto
MDCDENR]
[ELSE goto CHGMDCDE]
Section # Part Variable Name Question Text Skip Instructions
14 C CHGMDCDE Last time you said that [fill: 8500.MDCDCOV] [fill: CU member <1> [goto MDCDCOV]
was/CU members were] enrolled in Medicaid. Has the number of <2, D,R> [If 8500.OTHPLAN is 1, goto
members enrolled in Medicaid changed? STILLOTH] [ELSE goto OTHPLAN]
1. Yes
2. No
14 C MDCDENR Are [fill: YOU_ANYMEM] enrolled in Medicaid? <1> [goto MDCDCOV]
<2, D,R> [If 8500.OTHPLAN is 1, goto
1. Yes STILLOTH] [ELSE goto OTHPLAN]
2. No
14 C MDCDCOV How many members of your CU are covered by Medicaid? <0-30> [If 8500.OTHPLAN is 1, goto
STILLOTH] [ELSE goto OTHPLAN]
14 C STILLOTH Are any members of your CU still covered by a plan other than <1,2, D,R> [goto S14C_END]
Medicare or Medicaid TRICARE, CHAMPUS, or military health
care?
1. Yes
2. No
14 C OTHPLAN Are [fill: YOU_ANYMEM] covered by any plan other than Medicare <1,2, D,R> [goto S14C_END]
or
Medicaid which provides free health care such as TRICARE,
CHAMPUS or
military health care?
1. Yes
14 C IHD_STAT ***OUT VARIABLE*** <1-3>
15 A S15A_INTRO (Book) 48 - 50 <1> [goto MDB_ITEM]
Now I am going to ask you some questions about medical payments
and
reimbursements. I will begin with your payments.
By payments I mean any expenses paid by any members of your CU
directly to a medical provider by cash, check, credit card, or
automatically deducted from your
account for a medical service or item. Include all payments, even those
for persons who are
outside of your CU.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
15 A MDB_ITEM (Book) 48 - 50 ? [F1] <1-15> [goto MEDPDESC]
<99> [goto S15A_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <888> [goto MDB_ITEM - next line of
made any payments for the following? grid] [If no more grid lines goto S15A_END]
* Read each item on list
1. Eye examinations, 7. Lab tests or x-rays 14.
Rental of medical or
treatment, or surgery 8. Care in convalescent or
surgical equipment for
2. Purchase of eye glasses or nursing homes
general use
contact lenses 9. Other medical care and services 15.
Purchase of medical or
3. Dental care 10. Hearing aids
surgical equipment for
4. Hospital room or hospital 11. Prescribed medicines
general use
services or prescribed drugs
5. Services by medical 12. Rental of supportive or 99.
None/No more entries
professionals other convalescent equipment
than physicians 13. Purchase of supportive or 888.
Delete the line
6. Physician services convalescent equipment
Section # Part Variable Name Question Text Skip Instructions
15 A H_S15A Section 15 - MEDICAL AND HEALTH EXPENDITURES <Esc Key> [go back to where the F1 was
pressed]
EYE CARE
1 - EYE EXAMINATIONS, TREATMENT, OR SURGERY, such as -
eye examinations eye treatments laser surgery
2 - PURCHASE OF EYE GLASSES OR CONTACT LENSES, such as
-
contact lenses insurance
eye glasses kits and equipment
fittings warranty expenses
DENTAL CARE
3 - DENTAL CARE, such as -
bridges examinations root
canals
caps or crowns fillings X-rays
cleanings orthodontic work
dentures any other
dental services
teeth whitening in a dental office
INPATIENT HOSPITAL CARE
4 - HOSPITAL ROOM OR HOSPITAL SERVICES, including all
services provided and billed by the
hospital, such as --
meals injections recovery
room
room intensive care unit therapy
anesthetics laboratory tests treatment
rooms
blood transfusions nursing services X-rays
drugs and medicine operating room any other
services
examinations oxygen
FROM FACILITIES SUCH AS
Section # Part Variable Name Question Text Skip Instructions
General care hospitals substance abuse hospitals and centers
Psychiatric hospitals birthing centers
SERVICES BY MEDICAL PROFESSIONALS OTHER THAN
PHYSICIANS
5 - ALL SERVICES BY MEDICAL PROFESSIONALS OTHER
THAN PHYSICIANS, such as -
acupuncturist midwife podiatrist
chiropractor naturopath
psychologist
homeopath nurse practitioners substance
abuse professionals
marriage counselor physical therapist medical
massage therapist (certified)
PHYSICIAN SERVICES
6 - ALL SERVICES PROVIDED AND BILLED BY PHYSICIANS,
such as -
dermatologist pediatrician
general practitioner psychiatrist
gynecologist surgeon plastic surgeon
internist urologist
osteopath any other type of physicians
OTHER MEDICAL CARE SERVICES
7 - LAB TESTS OR X-RAYS
blood tests X-rays other type of lab tests
Do not include services received in a hospital as an inpatient or
services for eye and dental care
8 - CARE IN CONVALESCENT OR NURSING HOME
Include all services provided and billed by a convalescent or nursing
home.
9 - OTHER MEDICAL CARE, such as -
ambulance services outpatient hospital care
blood donation rescue services
Section # Part Variable Name Question Text Skip Instructions
emergency room services
If medical care is given in outpatient department or emergency
room, include -
allergy shots cancer treatment
injections
baby shots cardiogram
physicians check up
blood pressure check cardiology test skin
treatment
broken/sprained bones hearing test
MEDICINE AND MEDICAL SUPPLIES
10 - PURCHASE OF HEARING AIDS
11 - PRESCRIBED MEDICINES OR PRESCRIBED DRUGS
12 - RENTAL OF SUPPORTIVE OR CONVALESCENT MEDICAL
EQUIPMENT, such as -
ace bandages crutches walkers
braces slings wheelchairs
canes splints whirlpools
cervical collars
13 - PURCHASE OF SUPPORTIVE OR CONVALESCENT
MEDICAL EQUIPMENT, such as -
ace bandages crutches walkers
braces slings wheelchairs
canes splints whirlpools
cervical collars
14 - RENTAL OF MEDICAL OR SURGICAL EQUIPMENT FOR
GENERAL USE, such as -
blood pressure kits ice bags
therapeutic heat lamps
heating pads sinus masks
vaporizers
hot water bottles sun lamps
15 - PURCHASE OF MEDICAL OR SURGICAL EQUIPMENT FOR
GENERAL USE, such as -
blood pressure kits thermometers sinus masks
sun lamps
Section # Part Variable Name Question Text Skip Instructions
ice bags insulin needles therapeutic heat
lamps
hot water bottles syringes ostomy
supplies
heating pads oxygen
pollen masks vaporizers orthopedic
appliances (supports)
15 A MEDPDESC * Ask if not apparent <30 characters> [goto MEDPWHO]
Describe the care/service/item.
15 A MEDPGFTC * Ask if not apparent <1, 2, D, R> [goto MEDPMTMO]
Was/wereWas] the [Fill: description] for a member of your CU or
someone outside of your CU?
1.CU member
2.Non-CU member
15 A MEDPMTMO In what month was(were) the payment(s) made? <REF_MONTH - CUR_MONTH, 13, D,
R> [goto MEDPMTX]
[fill: * Enter 13 for same amount each month of the reference period.]
13. Same amount each month.
15 A MEDPMTX [fill: What was the total amount paid [fill: in (word for <1-999999> [goto MEDPCB_S]
MEDPMTMO)?/?]/What is your monthly expense?] <D, R> [goto MEDPCB_S]
15 A MEDPCB_S * Enter 'C' for a combined expense <C> [goto MEDPCMB]
<empty> [goto MEDPMORE]
Section # Part Variable Name Question Text Skip Instructions
15 A MEDPCMB (Book) 48 - 50 ? [F1] <1-15, 77> [goto MEDPMORE]
What is [fill: description] combined with?
* Enter all that apply, separate with commas
1. Eye examinations, treatment, or surgery
2. Purchase of eye glasses or contact lenses
3. Dental care
4. Hospital room or hospital services
5. Services by medical professionals other than physicians
6. Physician services
7. Lab test or x-rays
8. Care in convalescent or nursing homes
9. Other medical care
10. Hearing aids
11. Prescribed medicines or prescribed drugs
12. Rental of supportive or convalescent equipment
13. Purchase of supportive or convalescent equipment
14. Rental of medical or surgical equipment for general use
15. Purchase of medical or surgical equipment for general use
77. Misc. combined (unable to specify/DK)
15 A MEDPMORE Did [fill: YOU_ANYMEM] make any other payments for [fill: <1, 2, D, R> [goto MDB_ITEM, next
description]? line on the grid]
1. Yes
15 B S15B_INTRO (Book) 48 - 50 <1> [goto MDC_ITEM]
Now I am going to ask you some questions about your
reimbursements.
By reimbursements I mean any money received for any members of
your
CU from an insurance company, medical care provider or non-CU
member for medical expenses which you previously paid or will pay.
Do not include reimbursements from a flexible spending account or
Medical Savings Account.
Section # Part Variable Name Question Text Skip Instructions
15 B MDC_ITEM (Book) 48 - 50 ? [F1] <1-15> [goto MEDRDESC]
<99> [goto S15B_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <888> [goto MDC_ITEM - next line
received any medical reimbursements? of grid] [If no more grid lines goto
* IF YES - What did you get reimbursed for?
1. Eye examinations, 7. Lab tests or x-rays 14.
Rental of medical or
treatment, or surgery 8. Care in convalescent or
surgical equipment for
2. Purchase of eye glasses or nursing homes
general use
contact lenses 9. Other medical care and services 15.
Purchase of medical or
3. Dental care 10. Hearing aids
surgical equipment for
4. Hospital room or hospital 11. Prescribed medicines
general use
services or prescribed drugs
5. Services by medical 12. Rental of supportive or 99.
None/No more entries
professionals other convalescent equipment
than physicians 13. Purchase of supportive or 888.
Delete the line
6. Physician services convalescent equipment
15 B MEDRDESC * Ask if not apparent <30 characters> [goto MEDGFTC]
Describe the care/service/item.
15 B MEDRGFTC * Ask if not apparent <1,2,D,R> [goto MEDRMBMO]
Was the [Fill: description] for? ? a member of your CU or someone
outside of your CU?
1. CU member
2. Non-CU member
15 B MEDRMBMO In what month was (were) the reimbursement(s) received? <REF_MONTH - CUR_MONTH, D,R>
[goto MEDRMBX]
Section # Part Variable Name Question Text Skip Instructions
15 B MEDRMBX What was the total amount received [fill: in (word for MEDRMBMO)]? <1-999999, D, R> [goto MEDRCB_S]
15 B MEDRCB_S * Enter 'C' for a combined reimbursement <C> [goto MEDRCMB]
<empty> [goto MEDRMORE]
15 B MEDRCMB (Book) 48 - 50 ? [F1] <1-15, 77> [goto MEDRMORE]
What other medical reimbursement is [fill: description] combined with?
* Enter all that apply, separate with commas
1. Eye examinations, treatment, or surgery
2. Purchase of eye glasses or contact lenses
3. Dental care
4. Hospital room or hospital services
5. Services by medical professionals other than physicians
6. Physician services
7. Lab test or x-rays
8. Care in convalescent or nursing homes
9. Other medical care
10. Hearing aids
11. Prescribed medicines or prescribed drugs
12. Rental of supportive or convalescent equipment
13. Purchase of supportive or convalescent equipment
14. Rental of medical or surgical equipment for general use
15. Purchase of medical or surgical equipment for general use
77. Misc. combined (unable to specify/DK)
15 B MEDRMORE Did [fill: YOU_ANYMEM] receive any other reimbursements for [fill: <1,2,D,R> [goto MDC_ITEM, next line
description]? of grid]
1. Yes
2. No
16 - EDA_INTRO (Book) 51 <1> [goto EDA_ITEM]
Now I am going to ask about education expenses. Please
include any direct payments made for any members of your
CU or for anyone outside your CU and any payments you
made online or had automatically deducted.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
16 - EDA_ITEM (Book) 51 ? [F1] <1-8> [goto EDUDESC]
<95> [goto next row]
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - <99> [goto S16_END]
- - - - - - - - - - - - - <888> [goto EDA_ITEM - next line of
grid] [If no more grid lines goto S16_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
paid for-
* Read each item on list.
* Adult day care, baby sitting and in home day care are collected in
Section 19A.
1. Any recreational lessons or other instructions?
2. Nursery school or child day care centers?
95. Continue list
888. Delete the line
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - -
Have [fill: YOU_ANYMEM] paid for [fill: any/other] school related
expenses?
* IF YES- Read each item on list
Did you pay for -
3. Tuition?
4. Housing while attending school?
5. Food or board while attending school?
6. Private school bus service?
7. Purchase of any school books, supplies, or
equipment which has not already been reported?
8. Other school related expenses not already reported?
99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
16 - H_S16 Section 16 - EDUCATIONAL EXPENSES <Esc Key> [go back to where the F1 was
pressed]
1 - RECREATIONAL LESSONS OR OTHER INSTRUCTIONS,
including -
cooking music skiing
dancing needlepoint skydiving
driving paining swimming
driving lessons photography tennis
golf sailing all other
recreational lessons
horse riding sewing
instructional day camps
2 - NURSERY SCHOOL OR CHILD DAY CARE CENTERS, including
noninstructional day camps
3 - TUITION
adult education high school seminary
business school parochial school technical
school
college or university preparatory school
vocational school
elementary school secretarial school
Include only those expenses paid directly to the school or to other
educational facility.
4 - HOUSING WHILE ATTENDING SCHOOL, including
housing for married students student dormitory
fraternity sorority
include only those expenses paid directly to the school or to other
educational facility.
5 - FOOD OR BOARD WHILE ATTENDING SCHOOL
include only those expenses paid directly to the school or to other
educational facility.
6 - PRIVATE SCHOOL BUS
7 - PURCHASE OF ANY SCHOOL BOOKS, SUPPLIES, OR
EQUIPMENT, WHICH HAS NOT
ALREADY BEEN REPORTED, including -
art supplies laboratory equipment
Section # Part Variable Name Question Text Skip Instructions
technical books
cap and gown microscopes
text books
drafting equipment slide rule
8 - OTHER SCHOOL RELATED EXPENSES NOT ALREADY
REPORTED,
including the rental of any school books or expenses
administration fees laboratory fees
rental of school equipment
athletic fees laundry fees
student union fees
cap and gown rentals matriculation fees
transportation fees
conferences and seminars registration fees
tutoring
health fees rental of school books
16 - EDUDESC What was the expense for? <30 characters> [goto EDUCGFTC]
16 - EDUCGFTC Who was it for? <1-30, D, R> [goto EDSCHL_A]
<55> [goto EDUNAME]
[Fill: "active" CU members]
55. Non-CU member
16 - EDUNAME * Enter name of non-CU member: <30 characters> [goto EDSCHL_A]
16 - EDSCHL_A * Ask if not apparent. <1-5, D, R> [goto EDMONTHA]
What kind of school was it?
1. College or university
2. Vocational or Technical School
3. Elementary or high school
4. Child day care center
5. Nursery school or preschool
6. Other school
Section # Part Variable Name Question Text Skip Instructions
16 - EDMONTHA In what month was the payment made? <REF_MONTH - CUR_MONTH, 13, D,
R> [goto EDEXOXA]
* Enter 13 for same amount each month of the reference perioda
continuous expense
13. Same amount each month.
16 - EDEXOXA [fill: How much was paid?/How much is paid monthly?] <1-999999, D, R> [goto EDUCMB_S]
16 - EDUCMB_S * Enter 'C' for a combined expense <C> [goto EDUCMB]
<empty> [goto EDREIMB]
16 - EDUCMB (Book) 51 ? [F1] <1-8, 77> [goto EDREIMB]
What was combined with [fill: description]?
* Enter all that apply, separate with commas
1. Recreational lessons or other instructions
2. Nursery school or child day care centers
3. Tuition
4. Housing while attending school
5. Food or board while attending school
6. Private school bus service
7. Purchase of school books, supplies, or equipment
8. Other school related expenses
77. Misc. combined (unable to specify/DK)
16 - EDREIMB Has any of this amount been or will any of it be reimbursed <1> [goto EDREIMBX]
by an employer, agency, or other person? <2, D, R> [goto EDUMORE]
1. Yes
2. No
16 - EDREIMBX How much was or will be reimbursed? <1-999999, D, R> [goto EDUMORE]
16 - EDUMORE Did you make any other payments for [fill: description]? <1, 2, D, R> [goto EDA_ITEM, next line
of grid]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
17 B SUB_INTRO (Book) 52 <1> [goto SUB_ITEM]
Now I am going to ask you about expenses for subscriptions,
memberships, books,
and entertainment. Please remember to include any payments you made
online or had automatically deducted.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
17 A SUB_ITEM (Book) 52 ? [F1] <1-13> [goto SUBDESC]
<95> [goto next row]
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - <99> [goto S17A_END]
- - - - - - - - - - - - - - - - - - - - - - <888> [goto SUB_ITEM - next line of
grid] [If no more grid lines goto S17A_END]
Since the first of [fill: REF_MONTH] have [fill: YOU_ANYMEM]
purchased any of the
following items for your CU or for someone outside your CU?
* Read each item on list.
1. Subscriptions to newspapers, magazines or periodicals. Include
online subscriptions.
2. Books purchased from a book club
3. Season tickets to theater, concert series, opera, other musical
series, or amusement parks
4. Season tickets to sporting events
5. Encyclopedias or other sets of reference books
95. Continue list
888. Delete the line
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - -
Have [fill: YOU_ANYMEM] had any membership costs or other
expenses related to any
of the following?
Do not include contributions to or membership in religious,
professional, business, or other tax
deductible organizations.
* Read each item on list.
6. Golf courses, country clubs, and other social organizations
7. Health clubs, fitness centers, swimming pools, weight loss
centers, or other sports and recreational organizations
8. Vacation clubs
9. Civic, service, or fraternal organizations
10. Credit card membership fees
11. Shopping club memberships such as COSTCO snd Sam's
12. Global positioning services, or GPS, such as Onstar, not already
reported
13. Direct or online dating services
99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
17 A H_S17A Section 17 SUBSCRIPTIONS, MEMBERSHIPS, BOOKS, AND <Esc Key> [goto SUB_ITEM]
ENTERTAINMENT EXPENSES
Part A - SUBSCRIPTIONS AND MEMBERSHIPS
1 - Subscription to newspapers, magazines or periodicals, including
online subscriptions
2 - Books purchased from a book club
3 - Season tickets to theater, concert series, opera, other musical
series, or amusement parks
4 - Season tickets to sporting events
5 - Encyclopedias or other sets of reference books
6 - Golf courses, country clubs, and other social organizations
7 - Health clubs, fitness centers, swimming pools, weight loss centers,
or other
sports and recreational organizations
8 - Civic, service, or fraternal organization
9 - Credit card membership fees
10 - Shopping club memberships such as COSTCO and Sam's
11 - Global positioning services, or GPS, such as Onstar
12 - Direct or on-line dating services
17 A SUBDESC What is the name of the [fill: description]? <30 characters> [goto S17GFTCA]
17 A S17GFTCA Was this purchase for your CU or someone outside your CU? <1, 2, D, R> [goto S17PURXA]
1. For CU
2. For someone outside your CU
17 A S17PURXA What was the total cost since the first of [fill: REF_MONTH]? <1-999999, D, R> [goto S17CMEXX]
[fill: (Include shipping and handling fees.) ]
Section # Part Variable Name Question Text Skip Instructions
17 A S17CMEXX How much of the total amount was paid this month? <0-999999, D, R> [goto S17AOTHR]
17 A S17AOTHR Did you [fill: purchase/pay for] any other [fill: description]? <1, 2, D, R> [goto SUB_ITEM, next line
of grid]
1. Yes
2. No
17 B SPORTFEE (Book) 53 ? [F1] <1> [goto S17BE]
<2, D ,R> [goto SPORTADM]
Since the first of [fill: REF_MONTH] have [fill: YOU_ANYMEM] paid
any fees for participating in sports such as golf, bowling, biking, hockey,
football, or swimming?
1. Yes
2. No
17 B SPORTADM (Book) 53 ? [F1] <1> [goto S17BE]
<2, D, R> [goto RECADMIT]
Since the first of [fill: REF_MONTH],
have [fill: YOU_ANYMEM] paid any single admissions to spectator
sports such as football, baseball, hockey, racing, or track events?
* Include ticket/admission service fees and surcharges.
1. Yes
2. No
17 B RECADMIT (Book) 53 ? [F1] <1> [goto S17BE]
<2, D, R> [goto ENTADMIT]
Since the first of [fill: REF_MONTH],
have [fill: YOU_ANYMEM] paid any single admissions to performances
such as movies, plays, operas, or concerts?
* Include ticket/admission service fees and surcharges.
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
17 B ENTADMIT (Book) 53 ? (F1) < 1 > [goto S17BE]
<2,D,R> [goto OTHEBKRF]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]…
Paid any single admission to other entertainment activities such as
museums, amusement parks,
zoos, or state parks?
* Include ticket/admission service fees and surcharges.
1. Yes
2. No
17 B OTHRBKRF (Book) 53 ? [F1] <1> [goto S17BE]
<2, D, R> [goto NEWSMAG]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] . . .
Bought any books, including paperbacks and reference books, which were
not purchased through a book club? Do not include school books.
1. Yes
2. No
17 B NEWSMAG Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] . . . < 1 > [goto S17BE]
<2, D, R> [go to RECORDYN]
Purchased single copies of newspapers, magazines, or periodicals (non-
subscription)?
1. Yes
17 B RECORDYN (Book) 53 ? [F1] <1> [goto S17BE]
<2, D, R> [goto FILM]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] . . .
Purchased CDs, audio tapes, or records?
1. Yes
2. No
17 B FILM (Book) 53 ? [F1] <1> [goto S17BE]
<2, D, R> [goto FILMPRCS]
Since the first of [fill: REF_MONTH],
have [fill: YOU_ANYMEM] purchased any photographic film?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
17 B FILMPRCS (Book) 53 ? [F1] <1> [goto S17BE]
<2, D, R> [goto VIDEOPUR]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] . . .
Paid for film processing or the printing of digital photographs?
1. Yes
2. No
17 B VIDEOPUR (Book) 53 ? [F1] <1> [goto S17BE]
<2, D ,R> [goto VIDEORNT]
Since the first of [fill: REF_MONTH],
have [fill: YOU_ANYMEM] purchased any video tapes or DVD's other
than through a mail-order club?
1. Yes
2. No
17 B VIDEORNT (Book) 53 ? [F1] <1> [goto S17BE]
<2, D, R> [goto S17B_END]
Since the first of [fill: REF_MONTH],
have [fill: YOU_ANYMEM] rented any video tapes or DVD's?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
17 B H_S17B Section 17 - SUBSCRIPTIONS, MEMBERSHIPS, BOOKS, AND <Esc> [go back to appropriate item]
ENTERTAINMENT
Part B - BOOKS AND ENTERTAINMENT EXPENSES
- Fees for participating in sports, including -
bowling golf swimming biking billiards
- Single admissions to spectator sposts, including -
baseball football hockey racing track events
auto racing basketball
- Single admission to performances, including -
concerts movies plays operas
- Single admission to other entertainment activities, including -
museums amusement parks zoos state parks
historic sites
- Books not purchased through book clubs, including -
hardcover paperbacks reference books
Exclude school books
- Single copies of newpapers, magazines, periodicals (non-
subscription)
- Compact discs, audio tapes, or records
- Photographic film
- Photo processing
digital photo processing video film processing
- Purchase of video tapes or DVDs other than through a mail-order
club
- Rental of video tapes or DVDs including -
17 B S17BE What was the total expense? <1-99999> [ goto S17BCM]
<D, R> [goto next appropriate
screener]
17 B S17BCM How much of the total amount was spent this month? <0-99999, D, R> [goto next appropriate
screener]
Section # Part Variable Name Question Text Skip Instructions
18 A ANYOUTSD -
Now I’m going to ask about trips and vacations.
Since the first of [fill: REF_MONTH] have [fill: YOU_ANYMEM]
taken any trips entirely
paid for by anyone outside your CU, such as a business, employer, or
relative?
1. Yes
2.. No
18 A NUMOUTSD How many trips entirely paid for by someone outside of your CU did <1-16, D, R> [goto ANYYUPD]
you have?
18 A ANYYUPD <1> [goto FOODYUPD]
Even on trips entirely paid for by someone outside of your CU there <2, D, R> [goto CHKUNTRP]
are sometimes
miscellaneous expenses which are not paid for. Did [fill:
YOU_YRCU] have any expenses
on [fill: this trip/these trips] that will not be covered by a business,
employer or other non-CU
member?
1. Yes
2. No
18 A FOODYUPD <1, 2, D, R> [goto LODGYUPD]
Did these expenses include anything for...
... Food and beverages?
1 Yes
2 No
18 A LODGYUPD <1, 2, D, R> [goto TRANYUPD]
Did these expenses include anything for...
... Lodging?
1 Yes
2 No
Section # Part Variable Name Question Text Skip Instructions
18 A TRANYUPD <1, 2, D, R> [goto ELSEYUPD]
Did these expenses include anything for...
... Transportation?
1 Yes
2 No
18 A ELSEYUPD <1> [goto S18AELSE]
Did these expenses include ... <2, D, R> [goto TOTYUPDX]
... Anything else?
1 Yes
2 No
18 A S18AELSE <30 characters> [goto TOTYUPDX]
* Specify:
18 A TOTYUPDX What was the total amount of these expenses? <1-99999999, D, R> [goto CHKUNTRP]
18 A ENDTRP1 <0>
[Fill: Last interview you reported [fill 8500.S18ACOUN] [fill [goto next line on grid; if grid is complete,
trip/trips] which had not yet ended. goto ANYTRIPS]
I’d like to ask about [fill that trip/those trips] now. ] <REF_MONTH - CUR_MONTH, D,R>
[goto ANYBOTH1]
In what month did your trip to [fill place word for 8500.TRIPPLAC]
end?
0. Trip not ended
18 A ANYBOTH1 <1, 2, D, R> [goto ENDTRP1, next line
Did a business, employer, or any other non-CU member pay any of of grid]
the costs for this trip? [After the grid is complete,
goto ANYTRIPS]
1 Yes
2 No
Section # Part Variable Name Question Text Skip Instructions
18 A ANYTRIPS (Book) 54 ? [F1] <1> [goto TRPPLACE]
<2, D, R> [goto S18A_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
taken [fill: any trips/any other trips] for reasons such as:
* Visiting relatives or friends?
* Business?
* Recreational trips?
* Other trips overnight or longer?
* Day trips of at least 75 miles away from home?
1 Yes
2 No
18 A H_ANYTRIPS Part A - TYPES OF TRIPS <Esc> [go back to ANYTRIPS OR
S18MORE]
1 - Visit friends or relatives
2 - Business trips
3 - Recreational trips, such as -
Club or organizational meetings, Outdoor recreation,
Sightseeing, Sports events
4 - Any other trips that occur overnight or longer
5 - Any day trips at least 75 miles away
18 A TRIPPLAC <30 characters> [goto DESTCODE]
Where did [fill: YOU_YRCU] go? <888> [goto S18MORE]
* Enter 888 to delete the trip
18 A DESTCODE ? [F1] <2 characters state abbreviation, D,R>
[goto ENDTRP2]
* Type state abbreviation for a U.S. destination or X for foreign country <X>
destination [goto FOREIGN]
Section # Part Variable Name Question Text Skip Instructions
18 A FOREIGN * Select the country or region. <1-11, D, R> [goto ENDTRP2]
1 Africa
2 Asia
3 Australia
4 Canada
5 Caribbean
6 Central America
7 Europe
8 Mexico
9 Middle East
10 South America
11 South Pacific
18 A ENDTRP2 <0>
In what month did this trip end? [goto S18MORE]
<REF_MONTH - CUR_MONTH, D, R>
0. Trip not ended [If INTNMBR = 1 goto S18MORE] [goto
MORTHONE]
18 A MORTHONE <1> [goto NUMTRIPS]
Did you take more than one trip to [fill: TRIPPLAC] <2, D, R> [goto ANYBOTH2]
in [fill: month word for ENDTRP2]?
1 Yes
2 No
18 A NUMTRIPS How many times did you go to [fill: TRIPPLAC] <2-16, D, R> [goto ANYBOTH2]
in [fill month word for ENDTRP2]?
18 A ANYBOTH2 <1, 2, D, R> [goto S18MORE]
Were any of the expenses for [fill: this trip/these trips] paid for
by anyone outside of your CU?
1 Yes
2 No
Section # Part Variable Name Question Text Skip Instructions
18 A S18MORE (Book) 54 ? [F1] <1> [goto TRIPPLAC, next line on
the grid]]
Since the first of [fill: REF_MONTH], have you taken any other trips <2, D, R> [goto S18A_END]
for reasons such as:
* Visiting relatives or friends?
* Business?
* Recreational trips?
* Other trips overnight or longer?
* Day trips of at least 75 miles away from home?
1 Yes
2 No
18 BC NUMNIGHT <0-800, D, R> [goto PKGTRIP]
[fill: Now I'm going to ask you about the [fill: trip/trips] that [fill: <888> [goto S18BC_END]
YOU_YRCU] took to
[fill: TRPPLACE] ending in [fill: month word for ENDTRP1 or
ENDTRP2]/
You told me that someone outside your CU paid for part of the
[fill: trip/trips]
[fill: YOU_YRCU] took to [fill: TRPPLACE]. In the next
questions, I'm interested
only in the costs [fill: YOU_YRCU] had to pay, not those paid by
someone else. ]
[fil: Since [fill: YOU_YRCU] took a set of similar trips to [fill:
TRPPLACE] in [fill: ENDTRP2 month
word], I will ask about them as a group. Please give the total of all
these trips for each of the
following questions.
How many nights did [fill: YOU_ANYMEM] spend away from home
on [fill: this trip/these trips] ?
* Enter 0 for none
Enter 888 to delete this trip
18 BC PKGTRIP [fill: Sometimes when people take a trip they have some sort of package <1> [goto FOODDEAL]
deal that covers some or all of the costs.] <2, D, R> [goto TRPTRNS]
Was all or part of [fill: this trip/these trips] covered by a package deal?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
18 BC FOODDEAL Did the package deal include . . . <1, 2, D, R> [goto LODGDEAL]
. . . Food and beverages?
1. Yes
2. No
18 BC LODGDEAL Did the package deal include . . . <1, 2, D, R> [goto
. . . Lodging?
1. Yes
2. No
18 BC TRANDEAL Did the package deal include . . . <1, 2, D, R> [goto
. . . Transportation?
1. Yes
2. No
18 BC ELSEDEAL Did the package deal include . . . <1> [goto S18BELSE]
<2, D, R> [goto PKGTRIPX]
. . . Anything else?
1. Yes
2. No
18 BC S18BELSE * Specify: <30 characters> [goto PKGTRIPX]
18 BC PKGTRIPX How much did [fill: YOU_YRCU] pay for the package deal? <1-999999, D, R> [goto
Section # Part Variable Name Question Text Skip Instructions
18 BC TRPTRNS (Book) 55 ? [F1] <1-15> [if 1 is selected, goto
CMLOCALX]
Starting at the beginning of this trip, please tell me all the kinds of [if 2 is selected, goto
transportation [fill: YOU_ANYMEM] used from the time you (they) left CMPLANEX]
home to the time you (they) got back home. [if 3 is selected, goto
CMTRAINX]
* Enter all that apply, separate with commas [if 4 is selected, goto
CMBUSX]
1. Local (taxi, etc.) 7. Truck, van (Rented) 13. Automobile [if 5 is selected, goto
or other vehicles privately CMSHIPX]
owned or [if 6 is selected, goto
leased by CU RTCARX]
2. Airplane 8. Motorcycle, moped (Rented) [if 7 is selected, goto
3. Train 9. Private plane (Rented) 14. Vehicle RTTRUCKX]
owned by someone else (Private) [if 8 is selected, goto
4. Bus 10. Boat, trailer (Rented) 15. Other RTMOPEDX]
transport (Private) [if 9 is selected, goto
5. Ship 11. Camper (Rented) RTPLANEX]
6. Car, jeep (Rented) 12. Other vehicles (Rented) [if 10 is selected, goto
RTBOATX]
[if 11 is selected, goto
RTCAMPX]
[if 12 is selected, goto
RTOTHERX]
[if 13-15 is selected, goto
ANYGAS]
<D,R> [goto LODGING]
Section # Part Variable Name Question Text Skip Instructions
18 BC H_TRPTRNS TYPES OF TRANSPORTATION <Esc>
(COMMERCIAL)
1 - local (taxi, etc.)
2 - airplane
3 - train
4 - bus
5 - ship
(RENTED)
6 - car, jeep
7 - truck, van
8 - motorcycle, moped
9 - private plane
10 - boat, trailer
11 - camper
12 - other vehicles
(PRIVATE)
13- car owned by CU
14- vehicle leased by CU
15- other vehicle owned by CU
16- vehicle owned by someone else
17- other transport
Section # Part Variable Name Question Text Skip Instructions
18 BC CMLOCALX How much did [fill: YOU_ANYMEM] spend for local transportation <0-999999,D,R> [if 2 is selected in
(taxi, etc.) [fill: other than what the package deal covered]? TRPTRNS, goto CMPLANEX]
[if 3 is selected in
TRPTRNS, goto CMTRAINX]
[if 4 is selected in
TRPTRNS, goto CMBUSX]
[if 5 is selected in
TRPTRNS, goto CMSHIPX]
[if 6 is selected in
TRPTRNS, goto RTCARX]
[if 7 is selected in
TRPTRNS, goto RTTRUCKX]
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-17 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
LODGING]
Section # Part Variable Name Question Text Skip Instructions
18 BC CMPLANEX How much did [fill: YOU_ANYMEM] spend for airfare [fill: other than <0-999999,D,R> [if 3 is selected in
what the package deal covered]? TRPTRNS, goto CMTRAINX]
[if 4 is selected in
TRPTRNS, goto CMBUSX]
[if 5 is selected in
TRPTRNS, goto CMSHIPX]
[if 6 is selected in
TRPTRNS, goto RTCARX]
[if 7 is selected in
TRPTRNS, goto RTTRUCKX]
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-17 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
LODGING]
Section # Part Variable Name Question Text Skip Instructions
18 BC CMTRAINX How much did [fill: YOU_ANYMEM] spend for train fare [fill: other <0-999999,D,R> [if 4 is selected in
than what the package deal covered]? TRPTRNS, goto CMBUSX]
[if 5 is selected in
TRPTRNS, goto CMSHIPX]
[if 6 is selected in
TRPTRNS, goto RTCARX]
[if 7 is selected in
TRPTRNS, goto RTTRUCKX]
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
LODGING]
18 BC CMBUSX How much did [fill: YOU_ANYMEM] spend for bus fare [fill: other than <0-999999,D,R> [if 5 is selected in
what the package deal covered]? TRPTRNS, goto CMSHIPX]
[if 6 is selected in
TRPTRNS, goto RTCARX]
[if 7 is selected in
TRPTRNS, goto RTTRUCKX]
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
LODGING]
Section # Part Variable Name Question Text Skip Instructions
18 BC CMSHIPX How much did [fill: YOU_ANYMEM] spend for ship fare [fill: other <0-999999,D,R> [if 6 is selected in
than what the package deal covered]? TRPTRNS, goto RTCARX]
[if 7 is selected in
TRPTRNS, goto RTTRUCKX]
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
LODGING]
18 BC RTCARX How much did [fill: YOU_ANYMEM] spend for rented automobiles, not <0-999999,D,R> [if 7 is selected in
including gas [fill: YOU_ANYMEM] bought [fill:other than what the TRPTRNS, goto RTTRUCKX]
package deal covered]? [if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
ANYGAS]
Section # Part Variable Name Question Text Skip Instructions
18 BC RTTRUCKX How much did [fill: YOU_ANYMEM] spend for rented trucks or vans, <0-999999,D,R> [if 8 is selected in
not including gas [fill: YOU_ANYMEM] bought [fill: other than what the TRPTRNS, goto RTMOPEDX]
package deal covered]? [if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
ANYGAS]
18 BC RTMOPEDX How much did [fill: YOU_ANYMEM] spend for rented motorcycles or <0-999999,D,R> [if 9 is selected in
mopeds, not including gas [fill: YOU_ANYMEM] bought [fill: other than TRPTRNS, goto RTPLANEX]
what the package deal covered]? [if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[else, goto
ANYGAS]
18 BC RTPLANEX How much did [fill: YOU_ANYMEM] spend for rented private planes, <0-999999,D,R> [if 10 is selected in
not including gas [fill: YOU_ANYMEM] bought [fill: other than what the TRPTRNS, goto RTBOATX]
package deal covered]? [if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[else, goto
18 BC RTBOATX How much did [fill: YOU_ANYMEM] spend for rented boats or trailers, <0-999999,D,R> [if 11 is selected in
not including gas [fill: YOU_ANYMEM] bought [fill:other than what the TRPTRNS, goto RTCAMPX]
package deal covered]? [if 12 is selected in
TRPTRNS, goto RTOTHERX]
[else, goto
18 BC RTCAMPX How much did [fill: YOU_ANYMEM] spend for rented campers, not <0-999999,D,R> [if 12 is selected in
including gas [fill: YOU_ANYMEM] bought [fill: other than what the TRPTRNS, goto RTOTHERX]
package deal covered]? [else, goto
18 BC RTOTHERX How much did [fill: YOU_ANYMEM] spend for other rented vehicle <0-999999,D,R> [goto ANYGAS]
transportation, not including gas [fill: YOU_ANYMEM] bought [fill:
other than what the package deal covered]?
Section # Part Variable Name Question Text Skip Instructions
18 BC ANYGAS While on the trip did [fill:YOU_ANYMEM] stop to buy any gasoline, <1> [goto GASOILX]
diesel fuel, or any other fuels? <2,D,R> [goto ANYTOLL]
1. Yes
2. No
18 BC GASOILX [Fill How much did [fill: YOU_ANYMEM] spend for that?/ <0-999999, D, R> [goto
What costs for gasoline or other fuels won't be reimbursed?]
18 BC ANYTOLL While on the trip, did [fill: YOU_ANYMEM] spend anything for tolls, <1> [goto TRPTOLLX]
not already reported? <2,D,R> [goto ANYPARK]
1. Yes
2. No
18 BC TRPTOLLX [fill: How much did [fill: YOU_ANYMEM] spend for tolls?/ <0-999999, D, R> [goto
What costs for tolls won't be reimbursed?] ANYPARK]
18 BC ANYPARK Did [fill: YOU_ANYMEM] have any parking fees? <1> [goto PARKINGX]
<2,D,R> [ goto LODGING]
1. Yes
2. No
18 BC PARKINGX [fill: How much were they?/ <0-99999999,D,R> [goto
What costs for parking fees won't be reimbursed?] LODGING]
18 BC LODGING Did [fill: YOU_ANYMEM] spend anything for hotels, motels, cottages, <1> [goto LDGCOSTX]
trailer camps, or other lodging [fill: not counting what the package deal <2,D,R> [goto TRPFOOD]
covered]?[fill: Do not include expenses previously reported for vacation
clubs.]
1. Yes
2. No
18 BC LDGCOSTX fill: What was the cost, including taxes and tips?/ <0-99999999,D,R> [goto
What costs for lodging, including taxes and tips, won't be reimbursed?] TRPFOOD]
18 BC TRPFOOD Did [fill: YOU_ANYMEM] spend anything for meals, snacks, or drinks <1> [goto TRPFOODX]
at restaurants, bars, or fast food places [fill: not counting what the <2,D,R> [goto ANYGROC]
package deal covered]?
1. Yes
2. No
18 BC TRPFOODX [fill: What was the cost, including taxes and tips?/ <0-999999,D,R> [goto
What costs for these things won't be reimbursed?] TRPALCIN]
Section # Part Variable Name Question Text Skip Instructions
18 BC TRPALCIN Was any of the [fill: $TRPFOODX/amount] for alcoholic beverages? <1> [goto TRPALCHX]
<2,D,R> [goto ANYGROC]
1. Yes
2. No
18 BC TRPALCHX [fill: What was the cost for alcoholic beverages, including taxes and tips? / <0-999999,D,R> [goto
ANYGROC]
What costs for alcoholic beverages, including taxes and tips, won't be
18 BC ANYGROC Did [fill: YOU_ANYMEM] spend anything for food or beverages at <1> [goto TRPGROCX]
grocery stores, convenience stores, or liquor stores on this trip? <2,D,R> [goto ANYSPEQP]
1. Yes
2. No
18 BC TRPGROCX [fill: What were the expenses, including taxes? / <0-99999999,D,R> [goto
What costs, including taxes, won't be reimbursed?]
18 BC ANYALC Was any of the [fill: $TRPGROCX/amount] for alcoholic beverages? <1> [goto TRPALCGX]
<2,D,R> [goto ANYSPEQP]
1. Yes
2. No
18 BC TRPALCGX [fill: What was the cost for alcoholic beverages, including taxes? / <0-99999999,D,R> [goto
What costs for alcoholic beverages, including taxes, won't be ANYSPEQP]
reimbursed? ]
18 BC ANYSPEQP (Book) 56 ? [F1] <1> [goto TRPSPRTX]
<2,D,R> [goto ANYSPORT]
Did [fill: YOU_ANYMEM] have any expenses for rental of sports
equipment [fill: not counting what the package deal covered]?
1. Yes
2. No
18 BC H_ANYSPEQP RENTAL OF SPORTS EQUIPMENT <Esc>
Golf clubs
Skis/snowboards
Fishing equipment
Boat
Scuba/snorkeling equipment
Other sports equipment
18 BC TRPSPRTX [fill : How much did [fill: YOU_ANYMEM] pay to rent sports <0-99999999,D,R> [goto
equipment? / ANYSPORT]
Section # Part Variable Name Question Text Skip Instructions
18 BC ANYSPORT (Book) 57 ? [F1] <1> [goto TRSPORTX]
<2,D,R> [goto ANYENTER]
Did [fill: YOU_ANYMEM] pay any fees to play sports or exercise [fill:
not counting what the package deal covered]?
1. Yes
2. No
18 BC H_ANYSPORT FEES FOR PLAYING SPORTS <Esc>
Bowling
Exercise classes
Fishing
Golf
Scuba/snorkeling
Skiing/snowboarding
Swimming
Tennis
Other sports
18 BC TRSPORTX [fill How much did [fill: YOU_ANYMEM] pay? / <0-999999,D,R> [goto
What costs for playing sports won't be reimbursed? ] ANYENTER]
18 BC ANYENTER (Book) 58 ? [F1] <1> [goto TRPETRTX]
<2,D,R> [goto ANYMISC]
Did [fill: YOU_ANYMEM] spend anything on this trip for entertainment
or admissions [fill: not counting what the package deal covered]?
1. Yes
2. No
18 BC H_ANYENTER ENTERTAINMENT OR ADMISSIONS <Esc>
Concerts
Movies
Museums
Sports events
Theater
Tours
Other entertainment event
18 BC TRPETRTX [fill: How much did [fill: YOU_ANYMEM] spend? / <0-999999,D,R> [goto
What costs for entertainment and admissions won't be reimbursed?]
Section # Part Variable Name Question Text Skip Instructions
18 BC ANYMISC Did [fill: YOU_ANYMEM] have any expenses for this trip such as for <1> [goto TRMISCX]
souvenirs, passports, tourist booklets, and so on? <2,D,R> [goto CHKTCOMB]
1. Yes
2. No
18 BC TRMISCX [fill: How much were these expenses? / <0-999999,D,R> [goto
What costs for these things won't be reimbursed? ] CHKTCOMB]
18 BC CHKTCOMB *Are there combined expenses for this trip the respondent was not able <1> [goto TCOMBEST]
to separate? <2> [goto TRPGFTC]
1. Yes
2. No
18 BC TCOMBEST * [fill: Only those expenses the respondent could not provide individual <1-999999,D,R> [goto
expenses for should be FOODCOMB]
combined and entered here. / Only those non-reimbursed expenses the
respondent is
not able to separate should be combined and entered here.]
18 BC FOODCOMB Does this [fill: $TCOMBEST] include anything for . . . <1,2,D,R> [goto LODGCOMB]
. . . Food?
1. Yes
2. No
18 BC LODGCOMB <1,2,D,R> [goto TRANCOMB]
Does this [fill: $TCOMBEST] include anything for . . .
. . . Lodging
1. Yes
2. No
18 BC TRANCOMB <1,2,D,R> [goto ELSECOMB]
Does this [fill: $TCOMBEST] include anything for . . .
. . .Transportation?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
18 BC ELSECOMB <1,2,D,R> [goto OTHRCOMB]
Does this [fill: $TCOMBEST] include anything for . . .
. . . Other expenses?
1. Yes
2. No
18 BC OTHRCOMB <1,2,D,R> [goto TRPGFTC]
Does this [fill: $TCOMBEST] include . . .
. . . Any expenses for others?
1. Yes
2. No
18 BC TRPGFTC [fill: You’ve told me about many expenses [fill: YOU_YRCU] had on this <1> [goto TRPGTCX]
trip. Were any of these <2,D,R> [goto S18BC_END]
expenses for someone outside your CU? /
You've told me about many non-reimbursed expenses [fill:
YOU_YRCU] had on this trip.
Were any of these expenses you just reported for anyone outside
your CU? ]
1. Yes
2. No
18 BC TRPGFTCX [fill: How much of the total expenses for this trip were for persons <1-99999999,D,R> [goto
outside your CU? / S18BC_END]
How much of the total non-reimbursed expenses for this trip were for
18 BC WHATPART <1-2>
** OUT VARIABLE **
18 E ANYNONCU <1> [goto NUMNONCU]
Sometimes people in a CU don’t take a trip themselves, but pay for <2,D,R> [goto S18E_END]
part or all of a trip that someone else takes. Since the first of
[fil: REF_MONTH], have [fil: YOU_ANYMEM] paid for part or all
of
such a trip for any non-CU members?
1. Yes
2. No
18 E NUMNONCU How many trips? <1-16,D,R> [goto FOODNOCU]
Section # Part Variable Name Question Text Skip Instructions
18 E FOODNOCU Did these expenses include anything for... <1,2,D,R> [goto LODGNOCU]
. . . Food and beverages?
1. Yes
2. No
18 E LODGNOCU <1,2,D,R> [goto TRANNOCU]
Did these expenses include anything for...
. . . Lodging?
1. Yes
2. No
18 E TRANNOCU <1,2,D,R> [goto ELSENOCU]
Did these expenses include anything for...
. . . Transportation?
1. Yes
2. No
18 E ELSENOCU <1> [goto S18EELSE]
Did these expenses include ... <2,D,R> [goto TRNONCUX]
. . . Anything else?
1. Yes
2. No
18 E S18EELSE * Specify: <30 characters> [goto TRNONCUX]
18 E TRNONCUX What was the total amount that [fill: YOU_YRCU] paid for <1-99999999,D,R> [goto S18E_END]
[fill: that trip/those trips]?
18 F ANYLOC Sometimes people stay overnight in a local hotel or motel during <1> [goto NUMLOC]
holidays, family <2,D,R> [goto S18F_END]
getaways, moves, or home repair. Since the first of [fill:
REF_MONTH], have
[fill: YOU_ANYMEM] stayed overnight in a local hotel or motel?
1. Yes
2. No
18 F NUMLOC How many nights did [fill: YOU_ANYMEM] spend away from home <1-99,D,R> [goto ANYLOCDL]
on this stay?
Section # Part Variable Name Question Text Skip Instructions
18 F ANYLOCDL Sometimes when people stay away from home overnight they have <1> [goto FOODLCDL]
some <2,D,R> [goto ANYLODGE]
sort of package deal that covers some or all of the costs. Was all
or part of this stay covered by anything like that?
1. Yes
18 F FOODLCDL Did the package deal include anything for... <1,2,D,R> [goto LODGLCDL]
. . . Food and beverages?
1. Yes
2. No
18 F LODGLCDL <1,2,D,R> [goto ENTRLCDL]
Did the package deal include anything for...
. . .Lodging?
1. Yes
2. No
18 F ENTRLCDL <1,2,D,R> [goto ELSELCDL]
Did the package deal include anything for...
. . .Entertainment?
1. Yes
2. No
18 F ELSELCDL <1> [goto S18FELSE]
Did the package deal include ... <2,D,R> [goto LOCDEALX]
. . .Anything else?
1. Yes
2. No
18 F S18FELSE * Specify: <30 characters> [goto LOCDEALX]
18 F LOCDEALX How much did [fill: YOU_ANYMEM] pay for the package deal? <0-99999999,D,R> [goto ANYLODGE]
Section # Part Variable Name Question Text Skip Instructions
18 F ANYLODGE Did [fill: YOU_ANYMEM] spend anything for hotels, motels, <1> [goto LOCLODGX]
cottages, trailer camps, or other lodging [fill: not counting what the <2,D,R> [goto ANYMEAL]
package deal covered]?
1. Yes
2. No
18 F LOCLODGX What was the cost, including taxes and tips? <1-99999999,D,R> [goto ANYMEAL]
18 F ANYMEAL Did [fill: YOU_ANYMEM] spend anything for meals, snacks, or <1> [goto LOCMEALX]
drinks <2,D,R> [goto ANYLCGR]
at restaurants, bars, or fast food places [fill: not counting what the
package deal covered]?
1. Yes
18 F LOCMEALX What was the cost, including taxes and tips? <1-99999999,D,R> [goto ANYALCML]
18 F ANYALCML Was any of the $[fill: LOCMEALX] for alcoholic <1> [goto ALCMEALX]
beverages? <2,D,R> [goto ANYLCGR]
1. Yes
2. No
18 F ALCMEALX What was the cost for alcoholic beverages, including taxes and <1-99999999,D,R> [goto ANYLCGR]
tips?
18 F ANYLCGR Did [fill: YOU_ANYMEM] spend anything for food or beverages at <1> [goto LOCGROCX]
grocery stores, convenience stores, or liquor stores? <2,D,R> [goto ANYADMIS]
1. Yes
2. No
18 F LOCGROCX What were the expenses, including taxes? <1-99999999,D,R> [goto ANYALCGR]
18 F ANYALCGR Was any of the $[fill: LOCGROCX] for alcoholic <1> [goto ALCGROCX]
beverages? <2,D,R> [goto ANYADMIS]
1. Yes
2. No
18 F ALCGROCX What was the cost for alcoholic beverages, including taxes? <1-99999999,D,R> [goto ANYADMIS]
Section # Part Variable Name Question Text Skip Instructions
18 F ANYADMIS (Book) 58 ? [F1] <1> [goto LOCADMSX]
<2,D,R> [goto LOCCOMBX]
Did [fill: YOU_ANYMEM] spend anything on this stay for
entertainment or admissions [fill: not counting what the
package deal covered]?
1. Yes
2. No
18 F LOCADMSX How much did [fill: YOU_ANYMEM] pay? <1-99999999,D,R> [goto LOCCOMBX]
18 F CHKFCOMB <1> [goto LOCCOMBX]
* Are there combined expenses for food/beverages, lodging, <2> [goto DIDYOU]
transportation, or other things?
1. Yes
2. No
18 F LOCCOMBX <1-99999999,D,R> [goto FOODLCCM]
* Only those things the respondent could not provide individual expenses
for should be
combined and entered here.
18 F FOODLCCM Does this include anything for. . . <1,2,D,R> [goto LODGLCCM]
. . .Food and beverages?
1. Yes
2. No
18 F LODGLCCM <1,2,D,R> [goto ENTRLCCM]
Does this include anything for . .
. . .Lodging?
1. Yes
2. No
18 F ENTRLCCM <1,2,D,R> [goto ELSELCCM]
Does this include anything for . .
. . Entertainment?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
18 F ELSELCCM <1,2,D,R> [goto DIDYOU]
Does this include any . . .
. . . Other expenses?
1. Yes
2. No
18 F DIDYOU Did [fill: YOU_ANYMEM] have any other stays at local hotels or <1> [goto NUMLOC]
motels? <2,D,R> [goto S18F_END]
1. Yes
2. No
19 A S19A_INTRO (Book) 59 - 61 <1> [goto MIS_ITEM]
Now I am going to ask about miscellaneous expenses which have not
been collected anywhere
else in this survey. Please remember to include any payments you made
online or had
automatically deducted.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
19 A MIS_ITEM (Book) 59 - 61 ? [F1] <1-26> [goto MISCDESC]
<99> [S19A_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] had <888> [goto MIS_ITEM - next line of
expenses for any of the grid] [If no more grid lines goto S19A_END]
following, either for [fill: YOU_YRCU] or for someone outside your CU?
* Read each item on list.
1. Fresh flowers or potted plants
2. Professional photography
3. Services of lawyers or other legal professionals
4. Accounting fees
5. Occupational expenses, such as union dues or professional licenses
6. Gardening or lawn care services
7. Housekeeping services
8. Home security system service fees
9. Other home services or small repair jobs around the house, not
previously reported
10. Moving, storage, or freight
11. Care for invalids, convalescents, handicapped, or elderly persons in
the home
12. Adult day care centers
13. Stamp or coin collecting
14.Lotteries or games of chance
15. Babysitting, nanny services, or other child care in YOUR home?
16. Babysitting, nanny services, or other child care in someone ELSE's
home?
95. Continue
888. Delete the line
SCREEN 2
(Book) 59 - 61 ? [F1]
Have [fill: YOU_ANYMEM] had expenses for toys, games, or arts and
crafts kits, either for [fill: YOU_YRCU] or for someone outside your CU?
* IF YES - Read each item on list.
Were your expenses for -
17. Toys or games?
18. Arts or crafts kits?
Section # Part Variable Name Question Text Skip Instructions
95. Continue
888. Delete the line
SCREEN 3
(Book) 59 - 61 ? [F1]
Have [fill: YOU_ANYMEM] had expenses for the purchase of pets, pet
supplies, pet medicines, pet services, or veterinarian services, either for
[fill: your/your CU's] pets or for pets belonging to someone outside your
CU?
* IF YES - Read each item on list.
Were your expenses for -
19. Purchase of pets, pet supplies, or medicine for pets?
20. Pet services?
21. Veterinarian expenses for pets?
95. Continue
888. Delete the line
SCREEN 4
(Book) 59 - 61 ? [F1]
Have [fill: YOU_ANYMEM] had expenses for catered affairs, parties, or
events, either for [fill: YOU_YRCU] or for someone outside your CU?
* IF YES - Read each item on list.
Were your expenses for -
22. Food and beverages for catered affairs?
23. Live entertainment?
24. Rental of party supplies?
95. Continue
888. Delete the line
SCREEN 5
(Book) 59 - 61 ? [F1]
Have [fill: YOU_ANYMEM] had expenses for the purchase or upkeep or
cemetery lots or vaults or for funerals, burials, or cremation, either for
[fill: YOU_YRCU] or for someone outside your CU?
Section # Part Variable Name Question Text Skip Instructions
* IF YES - Read each item on list.
Were your expenses for -
25. Purchase or upkeep of cemetery lots or vaults?
26. Funerals, burials, or cremation?
99. None/no more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
19 A H_S19A Section 19 - MISCELLANEOUS EXPENSES <Esc key> [goto MIS_ITEM]
Part A - Miscellaneous Expenses
1 - FRESH FLOWERS OR POTTED PLANTS
2 - PROFESSIONAL PHOTOGRAPHY
3 - SERVICES OF LAWYERS OR OTHER LEGAL
PROFESSIONALS, including -
Arbitration services Contracts Divorce Mediation
Services Wills
Do not include fees for business purposes or those related to closing
costs for the purchase
of real estate.
4 - ACCOUNTING FEES, including -
estate management trust management
income tax preparation
Do not include fees for business purposes.
5 - OCCUPATIONAL EXPENSES, such as union dues or professional
licenses.
6 - GARDENING OR LAWN CARE SERVICES, including -
fertilize lawn, etc. planting tree pruning
hedge trimming plowing tree removal
lawn cutting tilling
Include any services provided under service contracts. Do not
include services which are covered by management or maintenance fees.
7 - HOUSEKEEPING SERVICES, including -
carpet cleaning cooking window washing
cleaning laundering
8 - HOME SECURITY SYSTEM SERVICE FEES
9 - OTHER HOME SERVICES OR SMALL REPAIR JOBS AROUND
THE HOUSE, NOT
PREVIOUSLY REPORTED
Include diaper service.
10 - MOVING, STORAGE, OR FREIGHT
Do not include expenses that are reimbursed by employer or
Section # Part Variable Name Question Text Skip Instructions
other persons outside of the CU.
11 - CARE FOR INVALIDS, CONVALESCENTS, HANDICAPPED,
OR ELDERLY PERSONS IN
THE HOME
Do not include institutional or medical care.
12 - ADULT DAY CARE CENTERS
13- STAMP OR COIN COLLECTING
14 - LOTTERIES OR GAMES OF CHANCE
15 - BABYSITTING, NANNY SERVICES, OR OTHER CHILD CARE
IN YOUR HOME
Do not include nursery school care or care in a day care center.
16 - BABYSITTING, NANNY SERVICES, OR OTHER CHILD CARE
IN SOMEONE ELSE'S HOME
Do not include nursery school care or care in a day care center.
17 - TOYS OR GAMES
action figures dolls infant toys trains
dart board games stuffed animals trucks
18 - ARTS OR CRAFTS KITS
arts and craft supplies model kits rug kits
needlepoint kits
19 - PURCHASE OF PETS, PET SUPPLIES, OR MEDICINE FOR
PETS, including -
aquarium collars guinea pig tropical
fish
bird dog hamster
bird cage dog house hamster cage
cat gerbil pet toys
20 - PET SERVICES, including -
grooming kennels license pet daycare pet
resorts
21 - VETERINARIAN EXPENSES FOR PETS
vet insurance
22. FOOD AND BEVERAGES FOR CATERED AFFAIRS, including -
Section # Part Variable Name Question Text Skip Instructions
anniversaries bridal showers parties
Bar Mitzvah confirmations weddings
Bat Mitzvah graduations
23. LIVE ENTERTAINMENT
24. RENTAL OF PARTY SUPPLIES
25- PURCHASE OR UPKEEP OF CEMETERY LOTS OR VAULTS
burial fees limousines (used during funeral)
burial plans flowers for funeral
clergy musician honoria
funeral transcripts
26- FUNERALS, BURIALS, OR CREMATION
19 A MISCDESC What was the expense for? <30 characters> [goto MISCMO]
19 A MISCMO In what month did you have this expense? <REF_MONTH - CUR_MONTH, 13, D,
R> [goto MISCGFTC]
* Enter 13 for same amount each month of the reference period.
13. Same amount each month.
19 A MISCGFTC Was this expense for someone inside or outside your CU? <1, 2, D, R> [goto MISCEXPX]
1. For CU
19 A MISCEXPX [fill: What was the total amount of this expense?/What is your monthly <1-999999, D, R> [If MIS_ITEM = 17-
expense?] 26 goto S19ACM_S]
[goto MISCMORE]
[fill: * Do not include legal fees related to real estate closing costs
reported in Section 3]
19 A S19ACM_S *Enter a 'C' for a combined expense. <C> [goto S19ACMB]
<empty> [goto MISCMORE]
Section # Part Variable Name Question Text Skip Instructions
19 A S19ACMB (Book) 59 - 61 <17-26> [goto MISCMORE]
What other expense is the [fill: description] combined with?
* Enter all that apply, separate with commas.
[display: (combination)]
19 A MISCMORE Did you have any other expenses for [fill: description]? <1, 2, D, R> [goto MIS_ITEM, next
line in grid]
1. Yes
2. No
19 B S19B_INTRO (Book) 62 <1> [goto CNT_ITEM]
Now I am going to ask about payments and contributions to persons
outside of your CU.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
19 B CNT_ITEM (Book) 62 ? [F1] <1-9> [goto CONTDESC]
<95> [goto next row]
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - <99> [goto S19B_END]
- - - - - - - - - - - - - - - - - - - <888> [goto CNT_ITEM - next
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] line of grid] [If no more grid lines goto
given any money by cash, checks, or given any gift cards to ... S19B_END]
* Read each item on list
1. College students living away from home?
2. Any other people not in your CU, such as friends, co-workers,
or homeless persons?
95. Continue list
888. Delete the line
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - -
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] paid
any of the following . . .
* Read each item on list
3. Child support?
4. Alimony?
95. Continue list
888. Delete the line
SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - -
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
given any money by cash, checks,
money orders, or credit cards to benefit . . .
* Read each item on list
5. Educational Institutions?
6. Political Organizations?
7. Religious Organizations, including churches, temples and mosques,
but not including parochial schools?
8. Charities or other organizations?
95. Continue list
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
SCREEN 4 ---------------------------------------------------------------------------
----------------------------------------------------------
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
given any . . .
* Read item on list
9. Stocks, bonds, or mutual funds to persons or organizations outside
of your CU?
99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
19 B H_S19B Section 19 - MISCELLANEOUS EXPENSES - Continued <Esc Key> [goto CNT_ITEM]
Part B - Miscellaneous Expenses
1 - CASH TO COLLEGE STUDENTS LIVING AWAY PROM
HOME
2 - ANY AND ALL OTHER PERSONS NOT IN YOUR CU, such as
-
birthday money friends street
musicians
cash gifts at the office homeless persons wedding
money
co-workers money to assist others
3 - CHILD SUPPORT
4 - ALIMONY
5 - EDUCATION INSTITUTIONS - Do not include tuition and other
school expenses.
alumni funds scholarship funds
educational endowments school fund-raisers
6 - POLITICAL ORGANIZATIONS
Political Act, or Committees (PACs) political candidates
political parties
7 - RELIGIOUS ORGANIZATIONS, INCLUDING CHURCHES,
TEMPLES, AND
MOSQUES, BUT NOT INCLUDING PAROCHIAL SCHOOLS
building funds religios fund raisers tithes and
offerings
8 - CHARITIES AND ALL OTHER ORGANIZATIONS
American Cancer Society Humane Society
United Way
American Heart Association public television/radio
civic organizations Red Cross
fine arts and literary organizations social service
organizations
9 - STOCKS,BONDS, MUTUAL FUNDS
19 B CONTDESC What was the [fill: payment/contribution] for? <30 characters> [goto CONTMO]
Section # Part Variable Name Question Text Skip Instructions
19 B CONTMO In what month did you make the [fill: payment/contribution]? <REF_MONTH - CUR_MONTH, 13, D,
R> [goto CONTEXPX]
* Enter 13 for same [fill: payment/contribution] each month of the
reference period.
13. Same amount each month.
19 B CONTEXPX [fill: What was the total amount of the [fill: payment/contribution]?/What <1-999999, D, R> [goto
is the monthly [fill: payment/contribution]?]
19 B CONTMORE Did you make any other [fill: payments/contributions] [fill: description]? <1, 2, D, R> [goto CNT_ITEM, next line in
grid]
1. Yes
20 A GROCWEKX Now I am going to ask you about expenses for food, beverages and <0> [goto OTHSTOR]
other items [fill: YOU_YRCU] [fill: have/has] purchased since the first of <1-9999> [goto OTHSTUFX]
[fill: REF_MONTH]. <D,R> [goto OTHSTOR]
What has been [fill: YR_YRCU] usual WEEKLY expense for grocery
shopping?
* Include grocery home delivery service fees and drinking water
delivery fees.
20 A OTHSTUFX About how much of this amount was for nonfood items, such as paper <0-9999,D,R> [goto OTHSTOR]
products, detergents, home cleaning supplies, pet foods, and alcoholic
beverages?
20 A OTHSTOR Other than your regular grocery shopping already reported, have [fill: <1> [goto OSTORWKX]
YOU_ANYMEM] purchased any food or nonalcoholic beverages from <2,D,R> [goto DINE_WKX]
places such as grocery stores, convenience stores, specialty stores, home
delivery, or farmer’s markets?
1. Yes
2. No
20 A OSTORWKX What was your usual WEEKLY expense at these places? <0-9999,D,R> [goto DINE_WKX]
20 A DINE_WKX What has been [fill: YR_YRCU] usual WEEKLY expense for meals, or <0-9999,D,R> [goto ALCOHOL]
snacks from restaurants, fast food places, cafeterias, carryouts or other
such places? [fill: (Do not include meals purchased at school.)]
Section # Part Variable Name Question Text Skip Instructions
20 A ALCOHOL Since the first of [fill:ReF_MONTH] have [fill: YOU_ANYMEM] <1> [goto ALC_HOMX]
purchased alcohol, including beer and wine? <2,D,R> [goto FREEFOOD]
1. Yes
2. No
20 A ALC_HOMX What has been [fill: YR_YRCU] usual MONTHLY expense for alcohol, <0-9999, D, R> [goto ALC_OUTX]
including beer and wine to be served at home?
20 A ALC_OUTX What has been your usual MONTHLY expense for alcohol, including beer <0-9999,D,R> [goto FREEFOOD]
and wine at restaurants, bars and recreational events?
20 A FREEFOOD Have [fill: YOU_ANYMEM] received any free food, beverages, or <1,2,D,R> [goto MEALSPAY]
meals
through public or private welfare agencies, including religious
organizations?
[fill: Do not include free meals in school or preschool programs.]
1. Yes
2. No
20 A MEALSPAY Have [fill: YOU_ANYMEM] received any free meals at work as part <1> [goto MLPAYWKX]
of your <2, D,R> [If any CU members (hh_mem=1
pay? and membstat doesn not equal 1) AGE lt 22
goto ANYMEALS]
1. Yes [goto Section 20B]
2. No
20 A MLPAYWKX About what was the WEEKLY dollar value of such meals? <0-9999,D,R> [goto MLPYQWKS]
20 A MLPYQWKS Since the first of [fill: REF_MONTH] how many weeks did members <1-13,D,R> [If any CU members
of your CU (hh_mem=1 and membstat does not equal 1)
receive such meals? AGE lt 22 goto ANYMEALS]
[else goto Section 20B]
20 A ANYMEALS Since the first of [fill: REF_MONTH], not including [fill: <1> [goto FBPERSN]
CUR_MONTH], have <2,D,R> [goto Section 20B]
[fill: YOU_ANYMEM] purchased any meals at school for preschool
through high school age children?
1. Yes
2. No
20 A FBPERSON <1-30> [goto 20A_CREATE]
What are the names of all CU members who purchased meals at school? <D,R> [goto Section 20B]
* Enter line numbers for all that apply, separate with commas.
Section # Part Variable Name Question Text Skip Instructions
20 A SCHMLWKX Since the first of [fill: REF_MONTH], not including [fill: <0-999, D, R> [goto SHMLWKQ]
CUR_MONTH], what has been the usual
WEEKLY expense for the meals [fill: NAME] purchased at school?
20 A SCHMLWKQ How many weeks did [fill: NAME] purchase meals? <1-13,D,R> [goto SCHMLWKX for next
person] [if no more persons goto Section
20 B LNDROMAT Since the first of [fill: REF_MONTH], not including [fill: <1> [goto LNDRYX]
CUR_MONTH] have <2,D,R> [goto DRYCLEAN]
[fill: YOU_ANYMEM] had any expenses for coin operated laundry or
dry
cleaning machines?
1. Yes
20 B LNDRYX What was the total cost? <1-9999,D,R> [goto OTHLNDRY]
20 B OTHLNDRY Was any of this amount for items other than clothes, such as linens or <1> [goto OTHLNDRX]
<2,D,R> [goto DRYCLEAN]
drapes?
1. Yes
20 B OTHLNDRX How much? <1-9999,D,R> [goto DRYCLEAN]
20 B DRYCLEAN Have [fill YOU_ANYMEM] had any expenses for dry cleaning or <1> [goto DRYCLNX]
laundry <2,D,R> [goto CIGARETT]
service?
1. Yes
20 B DRYCLNX What was the total cost? <1-9999,D,R> [goto OTHDRCLN]
20 B OTHDRCLN <1> [goto OTHDCLNX]
Was any of this amount for items other than clothes, such as linens, <2,D,R> [goto CIGARETT]
drapes, or rugs?
1. Yes
2. No
20 B OTHDCLNX How much? <1-9999, D, R> [goto CIGARETT]
Section # Part Variable Name Question Text Skip Instructions
20 B CIGARETT Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] <1> [goto CIGARETX]
purchased <2,D,R> [goto OTHTOBAC]
cigarettes?
1. Yes
2. No
20 B CIGARETX What is the usual WEEKLY expense for cigarettes? <0-999, D, R> [goto OTHTOBAC]
20 B OTHTOBAC Have [fill: YOU_ANYMEM] purchased other tobacco products such <1> [goto OTHTBACX]
as <2, D,R> [goto SALONS]
cigars, pipe tobacco, or chewing tobacco?
1. Yes
20 B OTHTBACX What is the usual WEEKLY expense for cigars, pipe tobacco, or other <0-999, D, R> [goto SALONS]
20 B SALONS Since the first of [fill: REF_MONTH], not including [fill: <1> [goto SALONX]
CUR_MONTH] have <2, D, R> [goto SAFEDPST]
[fill: YOU_ANYMEM] had any expenses for haircutting, styling,
manicures, massages
or other salon services?
1. Yes
2. No
20 B SALONX What was the total expense for these services since the first of [Fill: <0-9999, D, R> [goto SAFEDPST]
REF_MONTH], not
including [fill: CUR_MONTH]?
20 B SAFEDPST Have [fill: YOU_ANYMEM] had any expenses for the rental of a safe <1> [goto SAFDPSTX]
deposit <2,D,R> [goto BANKSRVC]
box located in a bank or similar financial institution?
1. Yes
2. No
20 B SAFDPSTX What was the total rental expense for the safe deposit box since the <1-999, D, R> [goto BANKSRVC]
first of [fill: REF_MONTH] not including [fill: CUR_MONTH]?
Section # Part Variable Name Question Text Skip Instructions
20 B BANKSRVC Have [fill: YOU_ANYMEM] paid any charges or fees for bank <1> [goto BANKMOX]
services, such as ATM fees or <2,D,R> [goto TXLIMSRV]
account service charges from financial institutions such as banks, credit
unions, and finance
companies?
1. Yes
2. No
20 B H_BANKSRVC Common Back Fees and Service Charges <Esc> [go back to BANKSRVC]
ATM fees
POS Transaction fees
Monthly maintenance fee/service charge
Below minimum balance fee
Teller transaction fee
Traveler’s check fee
Official/cashier’s/bank check fee
Money order fee
Certified check fee
Insufficient funds/returned check fee
Returned deposit fee
CD early withdrawal penalty
Replacement ATM/Debit card fee
Check order fee
Loan origination/application fee
Online banking and bill payment fee
Wire transfer fee
Stop payment fee
Check or statement copy fee
Negative balance fee
Currency exchange fee
20 B BANKMOX What is the usual MONTHLY charge? <0-9999, D, R> [goto TXLIMSRV]
20 B TXLIMSRV Since the first of [fill: REF_MONTH] not including [fill: <1> [goto TXLIMX]
CUR_MONTH], have [fill: YOU_ANYMEM] <2,D,R> [goto MASSTRAN]
had expenses for taxis or limousine service? Do not include expenses
entirely reimbursed for
business purposes or expenses incurred on a trip.
1. Yes
2. No
20 B TXLIMX What was the total expense? <1-9999,D,R> [goto MASSTRAN]
Section # Part Variable Name Question Text Skip Instructions
20 B MASSTRAN Do [fill YOU_ANYMEM] use mass transportation services such as a <1> [goto TRANWRKX]
bus, <2, D, R> [goto S20B_END]
subway, mini-bus or train? Include all commuter services. Do not
include expenses covered
by employer-provided transit subsidies.
1. Yes
20 B TRANWRKX What is the usual MONTHLY cost to use mass transit to go to- <1 - 9999> [goto TRANSUB]
<0, D, R> [go to TRANSCHX]
Work?
20 B TRANSCHX What is the usual MONTHLY cost to use mass transit to go to - <0-9999, D, R> [goto TRANOTHX]
School?
20 B TRANOTHX What is the usual MONTHLY cost to use mass transit to go to- <0-9999, D, R> [goto S20B_END]
Other places?
21 A1 FN2_INTRO (Book) 64 <1> [goto FN2_ITEM]
Now I am going to ask about credit balances.
Enter 1. To continue
Section # Part Variable Name Question Text Skip Instructions
21 A1 FN2_ITEM (Book) 64 ? [F1] <1-7> [Go to CREDNAM1]
<99> [Go to S21A1_END]
On the first of [fill: CUR_MONTH], did [fill: YOU_ANYMEM] owe <888> [goto FN2_ITEM - next line of
any money to any of the following? Do not include mortgages, home grid] [If no more grid lines goto
equity loans, automobile loans, or business related loans.
* Read each item on list.
1. Gasoline credit cards, such as Shell or Exxon
2. Store credit cards, such as those issued by department, specialty,
electronics, or sporting goods
stores
3. Major credit cards, such as VISA, Master Card, American Express, or
other revolving credit accounts
4. Store installment credit accounts
5. Financial institutions, such as banks, brokerages, savings and loans,
credit unions, or insurance
companies. Do not include insurance premium payments.
6. Doctors, dentists, hospitals or other medical practitioners for expenses
not covered by insurance
7. Other credit, such as school loans, personal loans or loans from
retirement plans
99. None/No more entries
888. Delete the line
Section # Part Variable Name Question Text Skip Instructions
21 A1 H_S21A1 Section 21 - CREDIT LIABILITY <Esc key> [goto FN2_ITEM]
Credit Balances
1. Gasoline credit cards - Shell, Exxon, Citgo, etc.
2. Store credit cards - Department, Specialty, Electronics, or Sporting
Goods
3. Major credit cards - Visa, MasterCard, American Express, Discovery,
or other revolving credit
accounts
4. Store installment credit accounts
5. Financial institutions - Banks, brokerages, savings and loans, credit
unions, or insurance companies
Do not include insurance premium payments
6. Doctors, dentists, hospitals, or other medical practitioners for
expenses not covered by insurance
7. Other credit - School loans, personal loans, or loans from retirement
21 A1 CREDNAM1 What is the name of the [fill: description] to which you owed money? <30 characters> [goto CREDITX1]
21 A1 CREDITX1 What was the total amount owed? <1-999999, D, R> [goto CREDMOR1]
21 A1 CREDMOR1 Did [fill: YOU_ANYMEM] owe any money to any other [fill: <1, 2, D, R> [goto FN2_ITEM, next
description]? line on the grid]
1. Yes
21 A2 INTROA2 (Book) 64 <1> [goto FNA_ITEM]
Now I am going to ask about credit balances.
Enter 1. To continue
Section # Part Variable Name Question Text Skip Instructions
21 A2 FNA_ITEM (Book) 64 ? [F1] <1-7> [Go to CREDNAM5]
<95> [Go to next row]
SCREEN 1 --------------------------------------------------------------------------- <99> [goto S21A2_END]
--------------------------------------------------------- <888> [goto FNA_ITEM - next line of
grid] [If no more grid lines goto
On the first of [fill: CUR_MONTH], did [fill: YOU_ANYMEM] owe
any money to any of the following? Do not include mortgages, home
equity loans, automobile loans, or business related loans.
* Read each item on list.
1. Gasoline credit cards, such as Shell or Exxon.
2. Store credit cards, such as those issued by department, specialty,
electronics, or sporting goods
stores
3. Major credit cards, such as VISA, Master Card, American Express, or
other revolving credit accounts
4. Store installment credit accounts
5. Financial institutions, such as banks, brokerages, savings and loans,
credit unions, or insurance
companies. Do not include insurance premium payments
6. Doctors, dentists, hospitals, or other medical practitioners for expenses
not covered by insurance
7. Other credit, such as school loans, personal loans or loans from
retirement plans
95. Continue list
888. Delete the line
SCREEN 2 ---------------------------------------------------------------------------
-----------------------------------------------------
On the first day of [fill: CUR_MONTH], [fill: last year], did [fill:
YOU_ANYMEM] owe money to any creditor that [fill:
YOU_ANYMEM] did not owe money to on the first day of [fill:
CUR_MONTH, [fill: this year]?
* IF YES- Read each item on the list
What was the source of credit?
1. Gasoline credit cards, such as Shell or Exxon.
2. Store credit cards, such as those issued by department, specialty,
electronics, or sporting goods
stores
3. Major credit cards, such as VISA, Master Card, American Express, or
other revolving credit Accounts
4. Store installment credit accounts
Section # Part Variable Name Question Text Skip Instructions
5. Financial institutions, such as banks, brokerages, savings and loans, S21A2_END]
credit unions, or insurance
companies. Do not include mortgages, home equity loans, car loans or
insurance premium payments
6. Doctors, dentists, hospitals, or other medical practitioners for expenses
not covered by insurance
7. Other credit, such as school loans, personal loans or loans from
retirement plans
99. None/No more entries
888. Delete the line
21 A2 H_21A2 Section 21 - CREDIT LIABILITY <Esc key> [goto FNA_ITEM]
Credit Balances
1. Gasoline credit cards - Shell, Exxon, Citgo, etc.
2. Store credit cards - Department, Specialty, Electronics, or Sporting
Goods
3. Major credit cards - Visa, MasterCard, American Express, Discovery,
or other revolving credit
accounts
4. Store installment credit accounts
5. Financial institutions - Banks, brokerages, savings and loans, credit
unions, or insurance companies
Do not include insurance premium payments
6. Doctors, dentists, hospitals, or other medical practitioners for expenses
not covered by insurance
7. Other credit - School loans, personal loans, or loans from retirement
21 A2 CREDNAM5 What is the name of the [fill: description] to which you owed money? <30 characters> [If item is from
FNA_ITEM, SCREEN 1, goto CREDITX5.
[If item is from
21 A2 CREDITX5 What was the total amount owed on the first of [fill: CUR_MONTH]? <1-999999, D, R> [goto OWEMONEY]
Section # Part Variable Name Question Text Skip Instructions
21 A2 OWEMONEY What was the total amount owed on the first day of [fill: cur_month] [fill: <0-999999, D, R> [goto CREDMOR5]
last year]?
21 A2 CREDMOR5 Did [fill: YOU_ANYMEM] owe any money to any other [fill: <1, 2, D, R> [goto FNA_ITEM next line on
description] [fill: on the first of [fill: CUR_MONTH]/a year ago that you the grid]
don't owe money to today]?
1. Yes
2. No
21 B S21INTROB Now I'm going to ask you about finance charges, interest charges and late <1> [goto GASCARD]
fees.
1. Enter 1 to Continue
21 B GASCARD <1> [goto GASCARDX]
During the past twelve months have [fill: YOU_ANYMEM] paid any <2, D, R> [goto STRCARD]
finance charges, interest charges, or late fees for any of the following? Do
not include those for mortgages, home equity loans, automobile loans, or
business related loans. Do not include annual fees.
. . . Gasoline credit cards, such as Amoco or Exxon?
1. Yes
2. No
21 B GASCARDX What was the total amount paid for finance, interest, and late charges for <1-999999, D, R> [goto STRCARD]
gasoline credit cards?
21 B STRCARD During the past twelve months have [fill: YOU_ANYMEM] paid any <1> [goto STRCARDX]
finance charges, interest charges, or late fees for any of the following? Do <2, D, R> [goto MAJCARD]
not include those for mortgages, home equity loans, automobile loans, or
business related loans. Do not include annual fees.
...Store credit cards, such as those issued by department, specialty,
electronics, or sporting goods
stores?
1. Yes
2. No
21 B STRCARDX What was the total amount paid for finance, interest, and late charges for <1-999999, D, R> [goto MAJCARD]
store credit cards?
Section # Part Variable Name Question Text Skip Instructions
21 B MAJCARD During the past twelve months have [fill: YOU_ANYMEM] paid any <1> [goto MAJCARDX]
finance charges, interest charges, or late fees for any of the following? Do <2, D, R> [goto INSTLFEE]
not include those for mortgages, home equity loans, automobile loans, or
business related loans. Do not include annual fees.
...Major credit cards, such as VISA, Master Card, American Express, or
other revolving credit accounts?
1. Yes
2. No
21 B MAJCARDX What was the total amount paid for finance, interest, and late charges for <1-999999, D, R> [goto INSTLFEE]
major credit cards?
21 B INSTLFEE During the past twelve months have [fill: YOU_ANYMEM] paid any <1> [goto INSTALLX]
finance charges, interest charges, or late fees for any of the following? Do <2, D, R> [goto FININST]
not include those for mortgages, home equity loans, automobile loans, or
business related loans. Do not include annual fees.
...Store installment credit accounts?
1. Yes
2. No
21 B INSTALLX What was the total amount paid for finance, interest, and late charges for <1-999999, D, R> [goto FININST]
store installment credit
accounts?
21 B FININST During the past twelve months have [fill: YOU_ANYMEM] paid any <1> [goto FININSTX]
finance charges, interest charges, or late fees for any of the following? Do <2, D, R> [goto MEDICAL]
not include those for mortgages, home equity loans, automobile loans, or
business related loans. Do not include annual fees.
...Financial institutions, such as banks, brokerages, savings and loans,
credit unions, or insurance companies? Do not include mortgages, home
equity loans, car loans or insurance premium payments.
1. Yes
2. No
21 B FININSTX What was the total amount paid for finance, interest, and late charges to <1-999999, D, R> [goto MEDICAL]
financial institutions?
Section # Part Variable Name Question Text Skip Instructions
21 B MEDICAL During the past twelve months have [fill: YOU_ANYMEM] paid any <1> [goto MEDICALX]
finance charges, interest charges, or late fees for any of the following? Do <2, D, R> [goto OTHER]
not include those for mortgages, home equity loans, automobile loans, or
business related loans. Do not include annual fees.
...Doctors, dentists, hospitals, or other medical practitioners for expenses
not covered by insurance?
1. Yes
2. No
21 B MEDICALX What was the total amount paid for finance, interest, and late charges for <1-999999, D, R> [goto OTHER]
doctors, dentists, hospitals, or other medical practitioners for expenses
not covered by insurance?
21 B OTHER During the past twelve months have [fill: YOU_ANYMEM] paid any <1> [goto PDOTHERX]
finance charges, interest charges, or late fees for any of the following? Do <2, D, R> [goto S21B_END]
not include those for mortgages, home equity loans, automobile loans, or
business related loans. Do not include annual fees.
...Other credit, such as school loans, personal loans or loans from
retirement plans?
1. Yes
2. No
21 B PDOTHERX What was the total amount paid for finance, interest, and late charges for <1-999999, D, R> [goto S21B_END]
other credit sources?
22 A ANYWORK Since the first of [fill: Ref_Month], did [fill: you/NAME] earn any <1> [goto INCWEEKQ]
income from wages or salary? <2,D,R> [goto S22A_CHECK]
1. Yes
2. No
22 A INCWEEKQ In the last 12 months, how many weeks did [fill: you/NAME] work either <0> [goto
full time or part time, not counting work around the house? Include paid INCNONWK ]
vacation and paid sick leave. <1-52, D,R > [goto
* If CU member did not work, enter zero.
22 A INC_HRSQ In the weeks that [fill: you/NAME] worked, how many hours did [fill: <1-168 D,R> [goto
you/he/she] usually work per week?
Section # Part Variable Name Question Text Skip Instructions
22 A OCCUCODE (Book) 65 ? [F1] <1-18 D,R> [goto INCOMEY ]
Which of the following categories best describes the job in which [fill:
you/NAME] received the most earnings during the last 12 months?
1. Administrator, manager 11. Machine operator,
assembler, inspector
2. Teacher 12. Transportation
operator
3. Professional 13. Handler, helper,
laborer
4. Administrative support including clerical 14. Mechanic,
repairer, precision production
5. Sales, retail 15. Construction, mining
6. Sales, business goods and services 16. Farming
7. Technician 17. Forestry, fishing,
groundskeeping
8. Protective service 18. Armed Forces
Section # Part Variable Name Question Text Skip Instructions
22 A H_OCCUCODE Section 22 OCCUPATIONS <Esc>
1 - ADMINISTRATOR, MANAGER
administrator manager funeral director
2 - TEACHER
teacher guidance counselor
3 - PROFESSIONAL
accountant computer programmer
computer systems analyst
engineer physician clergy registered nurse social
worker lawyer
4 - ADMINISTRATIVE SUPPORT, INCLUDING CLERICAL
bookkeeper clerk computer assistant
receptionist secretary typist
5 - SALES, RETAIL
apparel salesperson cashier
commodity salesperson
door to door salesperson motor vehicle salesperson
6 - SALES, BUSINESS GOODS AND SERVICES
financial services insurance
salesperson
manufacturing sales representative mining sales
representative
real estate sales person wholesale sales
representative
7 - TECHNICIAN
clinical laboratory technician drafting electronic
technician
health technician practical nurse
8 - PROTECTIVE SERVICE
firefighter police officer private guard
9 - PRIVATE HOUSEHOLD SERVICE
household worker nanny
10 - OTHER SERVICE
child care worker cook food
counter/fountain worker orderly
food preparer hairstylist maid/houseman janitor
Section # Part Variable Name Question Text Skip Instructions
waiter/waitress
11 - MACHINE OPERATOR, ASSEMBLER, INSPECTOR
assembler inspector machine operator
12 - TRANSPORTATION OPERATOR
bus driver tractor operator truck
driver
13 - HANDLER, HELPER, LABORER
construction laborer freight handler
packager
material handler stock handler
14 - MECHANIC, REPAIRER, PRECISION PRODUCTION
automobile mechanic machine repairer
machinist
meat cutter sheet metal worker
tailor
15 - CONSTRUCTION, MINING
carpenter electrician mining
worker
painter plumber
16 - FARMING
farmer farm worker
17 - FORESTRY, FISHING, GROUNDSKEEPING
animal caretaker fisher forestry worker
groundskeeper
18 - ARMED FORCES
armed forces
22 A INCOMEY [fill: Were/Was] [fill: you/NAME]: <1-4, 6, D, R> [goto SALARYST]
<5> [goto INCORP]
1. An employee of a PRIVATE company, business, or individual
working for wages or salary?
2. A Federal government employee?
3. A State government employee?
4. A local government employee?
5. Self-employed in [fill: your/his/her] OWN business, partnership,
professional practice, or farm?
6. Working WITHOUT PAY in a family business or farm?
Section # Part Variable Name Question Text Skip Instructions
22 A INCORP Is [fill: your/NAME's] business incorporated? <1,2 D,R> [goto SALARYST]
1. Yes
2. No
22 A INCNONWK What was the main reason [fill: you/NAME] did not work during the last <1-5,D,R> [goto SALARYST]
12 months? <6> [goto INCOTH]
[fill: Were/Was] [fill: you/he/she] -
1. Retired?
2. Taking care of home/family?
3. Going to school?
4. Ill, disabled, unable to work?
5. Unable to find work?
6. Doing something else? Specify
22 A INCOTH * Specify: <30 characters> [goto
22 A SALARYST During the last 12 months, did [fill: you/NAME] receive any money in <1> [goto SALARYX]
wages or salary? Include all wages, salaries, commissions, tips, <2,D,R> [goto NONFARM]
allowances, Armed Forces pay, severance pay, teaching fellowships, etc.
1. Yes
22 A SALARYX During the last 12 months, how much did [fill: you/NAME] receive in <1-99999999> [goto GROSPAYX]
wages and salaries for ALL JOBS before any deductions?
22 A SALARYB (Book) 66 <1-11,D,R> [goto GROSPAYX]
Could you tell me which range on CARD A best reflects [fill:
your/NAME] total wages and salaries for ALL JOBS during the last 12
months?
1. $0-$4,999 7. $40,000-$49,999
2. $5,000-$9,999 8. $50,000-$69,999
3. $10,000-$14,999 9. $70,000-$89,999
4. $15,000-$19,999 10. $90,000-$119,999
5. $20,000-$29,999 11. $120,000 and over
6. $30,000-$39,999
22 A GROSPAYX What was the amount of [fill: your/NAME's] last pay before any <1-99999999,D,R> [goto
PAYPERD]
Section # Part Variable Name Question Text Skip Instructions
22 A PAYPERD What period of time did this cover? <1-6,D,R> [goto FEDTAX]
<7> [goto PAYPRDOT]
1. One week
2. Two weeks
3. Month
4. Quarter
5. Year
6. Twice a month
7. Other
22 A PAYPRDOT * Specify: <30 characters> [goto FEDTAX]
22 A FEDTAX Was there any money deducted from [fill: your/NAME's] pay for- <1> [goto AMTFED]
<2,D,R> [goto SLTAX]
Federal income tax?
1. Yes
2. No
22 A AMTFED How much? <1-99999999 D,R> [goto SLTAX]
22 A SLTAX Was there any money deducted from [fill: your/NAME's] pay for- <1> [goto SLTAXX]
<2,D,R> [goto PRIVPENS]
State or local income tax?
1. Yes
2. No
22 A SLTAXX How much? <1-99999999, D, R> [goto PRIVPENS]
22 A PRIVPENS Was there any money deducted from [fill: your/NAME's] pay for- <1> [goto PRIVPENX]
<2,D,R> [goto GOVRET]
Private pension fund?
1. Yes
2. No
22 A PRIVPENX How much? <1-99999999 D,R> [goto GOVRET]
22 A GOVRET Was there any money deducted from [fill: your/NAME's] pay for- <1> [goto GOVRETX]
<2,D,R> [goto RRRDED]
Government retirement?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
22 A GOVRETX How much? <1-99999999 D,R> [goto RRRDED]
22 A RRRDED Was there any money deducted from [fill: your/NAME's] pay for- <1> [goto RRRDEDX]
<2,D,R> [goto SSDED]
Railroad retirement?
1. Yes
2. No
22 A RRRDEDX How much? <1-99999999 D,R> [goto SSDED]
22 A SSDED Was there any money deducted from [fill: your/NAME's] pay for- <1> [goto MEDICOV]
<2,D,R> [goto SSNORM]
Social Security including Medicare?
1. Yes
2. No
22 A SSNORM Are Social Security payments NORMALLY deducted from [fill: <1> [goto MEDICOV]
your/NAME's] pay? <2,D,R> [goto EMPLUN]
1. Yes
2. No
22 A MEDICOV Does the money deducted for Social Security cover only the Medicare <1,2,D,R> [goto EMPLCONT]
portion of Social Security?
1. Yes
2. No
22 A EMPLCONT Other than Social Security, did any employer or union contribute to [fill: <1,2,D,R> [goto NONFARM]
your/NAME's] pension or retirement plan in the last 12 months?
1. Yes
2. No
22 A NONFARM During the last 12 months, did [fill: you/NAME] have any income or loss <1> [goto NONFARMX]
from [fill: your/NAME's] own nonfarm business, partnership, or <2,D,R> [goto FARMINC]
professional practice?
1. Yes
2. No
22 A NONFARMX What was the amount of income or loss after expenses? <0> [goto FARMINC]
<1-99999999> [goto NFRMLOSS]
<D,R> [goto NONFARMB]
Section # Part Variable Name Question Text Skip Instructions
22 A NFRMLOSS Was this an income or loss? <1, 2, D, R> [goto FARMINC]
1. Loss
2. Income
22 A NONFARMB (Book) 66 <0-11,D,R> [goto FARMINC]
Could you tell me which range on CARD A best reflects [fill:
your/NAME's] income or loss from [fill: your/NAME's] own nonfarm
business, partnership or professional practice during the last 12 months?
0. Loss 6. $30,000-$39,999
1. $0-$4,999 7. $40,000-$49,999
2. $5,000-$9,999 8. $50,000-$69,999
3. $10,000-$14,999 9. $70,000-$89,999
4. $15,000-$19,999 10. $90,000-$119,999
5. $20,000-$29,999 11. $120,000 and over
22 A FARMINC During the last 12 months, did [fill: you/NAME] have any income or loss <1> [goto FARMINCX]
from [fill: your/NAME's] own farm? <2,D,R> [goto INDRETAC]
1. Yes
2. No
22 A FARMINCX What was the amount of income or loss after expenses? <0> [goto INDRETAC]
<1-99999999> [goto FARMLOSS]
22 A FARMLOSS Was this an income or loss? <1,2,D,R> [goto INDRETAC]
1. Loss
2. Income
22 A FARMINCB (Book) 66 <0-11,D,R> [goto INDRETAC]
Could you tell me which range on CARD A best reflects [fill:
your/NAME's] income or loss from [fill: your/NAME's] own farm during
the last 12 months?
0. Loss 6. $30,000-$39,999
1. $0-$4,999 7. $40,000-$49,999
2. $5,000-$9,999 8. $50,000-$69,999
3. $10,000-$14,999 9. $70,000-$89,999
4. $15,000-$19,999 10. $90,000-$119,999
5. $20,000-$29,999 11. $120,000 and over
Section # Part Variable Name Question Text Skip Instructions
22 A INDRETAC During the last 12 months, did [fill: you/NAME] place any money in a <1> [goto INDRETX]
retirement plan such as an Individual Retirement Account (IRA) or <2,D,R> [goto SOCSECIN]
Keogh? Do not include rollovers.
1. Yes
2. No
22 A INDRETX How much? <1-99999999,D,R> [goto SOCSECIN]
22 A SOCSECIN During the last 12 months, did [fill: you/NAME] receive, from the US <1,2,D,R> [goto RRRETINC]
Government, any money from-
Social Security checks?
1. Yes
2. No
22 A RRRETINC During the last 12 months, did [fill: you/NAME] receive, from the US <1,2,D,R> [if SOCSECIN is 1 or
Government, any money from- RRRETINC is 1, goto RRRETIRX]
[else, goto SUPPLINC]
Railroad Retirement checks?
1. Yes
2. No
22 A RRRETIRX What was the amount of the last Social Security or Railroad Retirement <1-99999999> [goto
payment received? INCMEDCR]
<D,R> [goto
22 A RRRETIRB (Book) 67 <1-10,D,R> [goto INCMEDCR]
Could you tell me which range on CARD B best reflects the amount of
[fill: your/NAME's] last Social Security or Railroad Retirement payment
during the last 12 months?
1. Less than $300 7. $800-$899
2. $300-$399 8. $900-$999
3. $400-$499 9. $1,000-$1,499
4. $500-$599 10. $1,500 and over
5. $600-$699
6. $700-$799
22 A INCMEDCR Is this amount AFTER the deduction for a Medicare premium? <1,2,D,R> [goto SS_RRQ]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
22 A SS_RRQ During the last 12 months, how many Social Security or Railroad <1-52,D,R> [goto SUPPLINC]
Retirement payments did
[fill: you/NAME] receive?
22 A SUPPLINC During the last 12 months, did [fill: you/NAME] receive any- <1,2,D,R> [goto SLSSI]
Supplemental Security Income (SSI) payments from the US Government?
1. Yes
22 A SLSSI During the last 12 months, did [fill: you/NAME] receive any- <1,2,D,R> [if SUPPLINC is 1 or
SLSSI is 1, goto SSIX]
Supplemental Security Income (SSI) payments from the STATE or [else, goto
LOCAL government? S22A_CHECK]
1. Yes
2. No
22 A SSIX During the last 12 months, how much did [fill: you/NAME] receive in <1-99999999> [goto S22A_CHECK]
Supplemental Security Income checks from ALL government sources? <D,R> [goto SSIB]
22 A SSIB (Book) 68 <1-12,D,R> [goto S22A_CHECK]
Could you tell me which range on CARD C best reflects the amount [fill:
your/NAME] received in Supplemental Security income from all
government sources during the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B INTEARN Up until this point, we have discussed earnings for individual members. <1> [goto INTEARNX]
Now, I would like to talk to you about your CU as a whole. <2,D,R> [goto FINANING]
During the last 12 months, did [fill: YOU_ANYMEM] receive income
from any of the following-
Interest on bank accounts, money market funds, CD's, or bonds?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
22 B INTEARNX What was the total amount received by all CU members? <1-99999999> [goto FINANING]
<D,R> [goto INTERNB]
22 B INTERNB (Book) 68 <1-12,D,R> [goto FINANING]
Could you tell me which range on CARD C best reflects the total amount
of interest received by all CU members during the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B FINANING During the last 12 months, did [fill: YOU_ANYMEM] receive any- <1> [goto FININCX]
<2,D,R> [goto PENSIONS]
REGULAR income from dividends, trusts, estates or royalties?
1. Yes
2. No
22 B FININCX What was the total amount received by all CU members? <1-99999999> [goto PENSIONS]
<D,R> [goto FININCB]
22 B FININCB (Book) 68 <1-12,D,R> [goto PENSIONS]
Could you tell me which range on CARD C best reflects the total amount
of income from dividends, trusts, estates or royalties during the last 12
months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B PENSIONS During the last 12 months, did [fill: YOU_ANYMEM] receive income <1> [goto PENSIONX]
from- <2,D,R> [goto UNEMPCMP]
Retirement, disability and survivor pensions or annuities from private
companies, military, Government, IRA or Keogh?
1. Yes
22 B PENSIONX What was the total amount received by all CU members? <1-99999999> [goto UNEMPCMP]
Section # Part Variable Name Question Text Skip Instructions
22 B PENSIONB (Book) 68 <1-12,D,R> [goto
Could you tell me which range on CARD C best reflects the total amount
of retirement pensions and annuities during the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B UNEMPCMP During the last 12 months, did [fill: YOU_ANYMEM] receive any <1> [goto UNEMPLX]
income from- <2,D,R> [goto COMPENSN]
Unemployment compensation or supplemental unemployment
compensation?
1. Yes
22 B UNEMPLX What was the total amount received by all CU members? <1-99999999> [goto COMPENSN]
<D,R> [goto UNEMPLB]
22 B UNEMPLB (Book) 68 <1-12,D,R> [goto COMPENSN]
Could you tell me which range on CARD C best reflects the total amount
received in unemployment compensation during the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B COMPENSN During the last 12 months, did [fill: YOU_ANYMEM] receive any <1> [goto COMPENSX]
income from- <2,D,R> [goto FOODSMP]
Worker's compensation or veteran's benefits including the GI Bill but not
including military retirement?
1. Yes
2. No
22 B COMPENSX What was the total amount received by all CU members? <1-99999999> [goto FOODSMP]
<D,R> [goto COMPENSB]
Section # Part Variable Name Question Text Skip Instructions
22 B COMPENSB (Book) 68 <1-12,D,R> [goto FOODSMP]
Could you tell me which range on CARD C best reflects the total amount
of income from worker's compensation during the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B FOODSMP During the last 12 months, did [fill: YOU_ANYMEM] receive any- <1> [goto FOODSMPX]
<2,D,R> [goto WELFARE]
Food stamps or food stamp money on an EBT card?
1. Yes
2. No
22 B FOODSMPX What was the value of all food stamps or food stamp money received on <1-99999999> [goto WELFARE]
an EBT card? <D,R> [goto FOODSMPB]
22 B FOODSMPB (Book) 68 <1-12,D,R> [goto WELFARE]
Could you tell me which range on CARD C best reflects the total value of
all food stamps or food stamp money on an EBT card received in the last
12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B WELFARE During the last 12 months, did [fill: YOU_ANYMEM] receive cash <1> [goto WELFAREX]
assistance from any state or local government welfare program, such as <2,D,R> [goto INC_LOSS]
TANF, or short-term emergency help? This would include checks, direct
deposits, or EBT cards, but would not include food stamps.
1. Yes
2. No
22 B WELFAREX How much cash assistance did you receive last year? <1-99999999> [goto INC_LOSS]
<D,R> [goto WELFAREB]
Section # Part Variable Name Question Text Skip Instructions
22 B WELFAREB (Book) 68 <1-12,D,R> [goto INC_LOSS]
Could you tell me which range on CARD C best reflects the total amount
of income from cash assistance from state or local government welfare
programs during the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B INC_LOSS During the last 12 months, did [fill: YOU_ANYMEM] have any net <1> [goto INCLOSSA]
income or loss from any type of rental rooms or living units? <2,D,R> [goto CHDSUP]
1. Yes
2. No
22 B INCLOSSA How much net income or loss was received from roomers or boarders? <0> [goto INCLOSSB]
<1-99999999> [goto INCLOSSN]
<D,R> [goto INCLOSAB]
22 B INCLOSAB (Book) 68 <0-12,D,R> [goto INCLOSSB]
Could you tell me which range on CARD C best reflects your net income
or loss from roomers or boarders?
0. Loss
1. $1-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B INCLOSSN * Do not read. <1,2,D> [goto INCLOSSB]
Was this an income or a loss?
1. Loss
2. Income
22 B INCLOSSB How much net income or loss was received from other rental units? <0> [goto CHDSUP]
<1-99999999> [goto INCLOSBN]
<D,R> [goto INCLOSBB]
Section # Part Variable Name Question Text Skip Instructions
22 B INCLOSBB (Book) 68 <0-12,D,R> [goto CHDSUP]
Could you tell me which range on CARD C best reflects your net income
or loss from other rental units during the last 12 months?
0. Loss
1. $1-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B INCLOSBN * Do not read. <1, 2, D> [goto CHDSUP]
Was this an income or a loss?
1. Loss
2. Income
22 B CHDSUP During the last 12 months, did [fill: YOU_ANYMEM] receive any <1> [goto CHDLMP ]
income from child support? <2,D,R> [goto ALIMSUP ]
1. Yes
2. No
22 B CHDLMP Did you receive a one time lump sum payment for child support? <1> [goto CHDLMPX]
<2,D,R> [goto CHDSPOTH]
1. Yes
2. No
22 B CHDLMPX What was the total amount of lump sum payments for child support <0-99999999> [goto CHDSPOTH]
received by ALL CU members in the <D,R> [goto CHDLMPB]
last 12 months?
22 B CHDLMPB (Book) 68 <1-12,D,R> [goto CHDSPOTH]
Could you tell me which range on CARD C best reflects the total amount
received in lump sum payments for child support by ALL CU members
during the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
Section # Part Variable Name Question Text Skip Instructions
22 B CHDSPOTH Did you receive any child support payments in other than a lump sum <1> [goto CHDOTHX]
amount? <2,D,R [goto ALIMSUP]
1. Yes
2. No
22 B CHDOTHX What was the total amount of non-lump sum payments received by ALL <1-9999999> [goto
CU members in the last 12 months? ALIMSUP]
22 B CHDOTHB (Book) 68 <1-12,D,R> [goto ALIMSUP]
Could you tell me which range on CARD C best reflects the total amount
received in child support
payments, other than lump sum amounts, by ALL CU members during
the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B ALIMSUP During the last 12 months, did [fill: YOU_ANYMEM] receive any <1,2,D,R> [goto OTHCONT]
REGULAR income from-
Alimony?
1. Yes
2. No
22 B OTHCONT During the last 12 months, did [fill: YOU_ANYMEM] receive any <1,2,D,R> [if ALIMSUP is 1
REGULAR income from- or OTHCONT is 1, goto ALIOTHX]
[else, goto
Other sources such as from persons outside your CU? LUMPSUM]
1. Yes
2. No
22 B ALIOTHX Altogether, what was the total amount received by all CU members from <1-99999999> [goto LUMPSUM]
alimony and other sources in the last 12 months?
Section # Part Variable Name Question Text Skip Instructions
22 B ALIOTHB (Book) 68 <1-12,D,R> [goto LUMPSUM]
Could you tell me which range on CARD C best reflects the total amount
received in alimony and other sources during the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B LUMPSUM During the last 12 months, did [fill: YOU_ANYMEM] receive any- <1> [goto LUMPSUMX]
<2,D,R> [goto SALEINC]
Lump sum payments from insurance, estates, trusts, royalties, alimony,
prizes or games of chance, or from persons outside your CU?
1. Yes
2. No
22 B LUMPSUMX What was the total amount received by all CU members? <1-99999999> [goto
SALEINC]
<D,R> [goto
22 B LUMPSUMB (Book) 68 <1-12,D,R> [goto SALEINC]
Could you tell me which range on CARD C best reflects the total lump
sum payments during the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B SALEINC During the last 12 months, did [fill: YOU_ANYMEM] receive any- <1> [goto SALEINCX]
<2,D,R> [goto OTHERINC]
Money from the sale of household furnishings, equipment, clothing,
jewelry, pets, or other belongings, not including the sale of vehicles or real
estate?
1. Yes
22 B SALEINCX What was the total amount received by all CU members? <1-99999999> [goto OTHERINC]
<D,R> [goto SALEINCB]
Section # Part Variable Name Question Text Skip Instructions
22 B SALEINCB (Book) 68 <1-12,D,R> [goto OTHERINC]
Could you tell me which range on CARD C best reflects the total amount
received from these sales during the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B OTHERINC During the last 12 months, did [fill: YOU_ANYMEM] receive any- <1> [goto OTHRINCX]
<2,D,R> [goto FEDREFNO]
Other money income, including money received from cash scholarship and
fellowships, stipends not based on working, or from the care of foster
children?
1. Yes
2. No
22 B OTHRINCX What was the total amount received by all CU members? <1-99999999> [goto FEDREFNO]
<D,R> [goto OTHRINCB]
22 B OTHRINCB (Book) 68 <1-12, D,R> [goto FEDREFNO]
Could you tell me which range on CARD C best reflects the total amount
of other money income received during the last 12 months?
1. $0-$999 7. $10,000-$14,999
2. $1,000-$1,999 8. $15,000-$19,999
3. $2,000-$2,999 9. $20,000-$29,999
4. $3,000-$3,999 10. $30,000-$39,999
5. $4,000-$4,999 11. $40,000-$49,999
6. $5,000-$9,999 12. $50,000 and over
22 B FEDREFNO During the last 12 months, did [fill: YOU_ANYMEM] receive any <1> [goto FEDRFNDX]
REFUNDS from any of the following- <2,D,R> [goto SLREFUND]
Federal income tax?
1. Yes
2. No
22 B FEDRFNDX What was the total amount received by ALL CU members? <1-99999999,D,R> [goto
SLREFUND]
Section # Part Variable Name Question Text Skip Instructions
22 B SLREFUND During the last 12 months, did [fill: YOU_ANYMEM] receive any <1> [goto SLRFUNDX]
REFUNDS from any of the following- <2,D,R> [goto SSOVERPM]
State and local income tax?
1. Yes
2. No
22 B SLRFUNDX What was the total amount received by ALL CU members? <1-99999999,D,R> [goto
SSOVERPM]
22 B SSOVERPM During the last 12 months, did [fill: YOU_ANYMEM] receive any <1> [goto SSOVERPX]
REFUNDS from any of the following- <2,D,R> [goto INSRFND]
Overpayment on Social Security?
1. Yes
2. No
22 B SSOVERPX What was the total amount received by ALL CU members? <1-99999999,D,R> [goto
INSRFND]
22 B INSRFND During the last 12 months, did [fill: YOU_ANYMEM] receive any <1> [goto INSRFNDX]
REFUNDS from any of the following- <2,D,R> [goto PTAXRFND]
Insurance policies?
1. Yes
2. No
22 B INSRFNDX What was the total amount received by ALL CU members? <1-99999999,D,R> [goto
PTAXRFND]
22 B PTAXRFND During the last 12 months, did [fill: YOU_ANYMEM] receive any <1> [goto PTAXRFDX]
REFUNDS from any of the following- <2,D,R> [goto OTHRFND]
Property taxes?
1. Yes
2. No
22 B PTAXRFDX What was the total amount received by ALL CU members? <1-99999999,D,R> [goto
OTHRFND]
Section # Part Variable Name Question Text Skip Instructions
22 B OTHRFND During the last 12 months, did [fill: YOU_ANYMEM] receive any <1> [goto RFNDOTH]
REFUNDS from any of the following- <2,D,R> [goto PDFEDTAX]
Other sources, including any other taxes?
1. Yes
2. No
22 B RFNDOTH * Specify: <30 characters> [goto
22 B OTHRFNDX What was the total amount received by ALL CU members? <1-99999999,D,R> [goto
PDFEDTAX]
22 B PDFEDTAX During the last 12 months, did [fill: YOU_ANYMEM] PAY any of the <1> [goto FEDTAXX]
following- <2,D,R> [goto PDSLTAX]
Federal income tax in addition to that withheld from earnings?
1. Yes
2. No
22 B FEDTAXX What was the total amount paid by ALL CU members? <1-99999999,D,R> [goto
PDSLTAX]
22 B PDSLTAX During the last 12 months, did [fill: YOU_ANYMEM] PAY any of the <1> [goto SLOCTAXX]
following- <2,D,R> [goto TAXPROP]
State and local income tax in additon to that withheld from earnings?
1. Yes
2. No
22 B SLOCTAXX What was the total amount paid by ALL CU members? <1-99999999,D,R> [goto TAXPROP]
22 B TAXPROP During the last 12 months, did [fill: YOU_ANYMEM] PAY any of the <1> [goto TAXPROPX]
following- <2,D,R> [goto MISCTAX]
Personal property taxes for vehicles?
1. Yes
2. No
22 B TAXPROPX What was the total amount paid by ALL CU members? <1-99999999,D,R> [goto MISCTAX]
Section # Part Variable Name Question Text Skip Instructions
22 B MISCTAX During the last 12 months, did [fill: YOU_ANYMEM] PAY any of the <1> [goto MISCOTH]
following- <2,D,R> [goto S22B_END]
Personal property taxes and other taxes not reported elsewhere? Do not
include Social Security tax for the self-employed.
1. Yes
2. No
22 B MISCOTH * Specify: <30 characters> [goto
22 B NONEMORT **Check Item**
22 B MISCTAXX What was the total amount paid by ALL CU members? <1-99999999,D,R> [If AGE62 ne 1 goto
S22B_END], else ( If AGE62 = 1 AND
NONEMORT =1) goto REVSMORT
22 B REVSMORT Do [Fill:YOU_YRCU] have a Reverse Mortgage on this home? <1> [goto TYPEPAY]
1. Yes <2, D, R> [goto 22B_END]
2. No
22 B TYPEPAY You can be paid in several ways fromthis mortgage a reverse mortgage. <1,2,3> [goto TYPEPYX]
How are you paid from this mortgage? <4> [goto TYPPYOTH]
*Mark all that apply, separate with commas.
1. Lump Sum
2. Regular monthly payment
3. Credit Line account
4. Other
22 B TYPPYOTH Specify: <30 characters> [goto TYPEPYX]
22 B TYPEPYX Since the first of [fill: REF_MONTH], how much [Fill: HAVE_HAS] <0-99999, D, R> [goto 22B_END]
[fill: YOU_YRCU] received from this mortgage?
22 G SAVACCTX Now I am going to ask you about changes in assets. <0-99999999,D,R> [goto
On the last day of [fill: LAST_MON], what was the total amount your
CU had in-
Savings accounts in banks, savings and loans, credit unions and similar
accounts?
22 G CKBKACTX On the last day of [fill: LAST_MON], what was the total amount your <0-99999999,D,R> [goto
CU had in - USBNDX]
Checking accounts, brokerage accounts and other similar accounts?
Section # Part Variable Name Question Text Skip Instructions
22 G USBNDX On the last day of [fill: LAST_MON], what was the total amount your <0-99999999,D,R> [goto
CU had in - COMPSAV]
U.S. Savings bonds?
22 G COMPSAV How does the amount your CU had on the last day of [fill: LAST_MON] <1,D,R> [goto COMPCKG]
compare with the amount your CU had on the last day of [fill: <2,3> [goto COMPSAVX]
LAST_MON] one year ago in -
Savings accounts?
1. Same
2. More
3. Less
22 G COMPSAVX How much [fill: more/less]? <1-999999999,D,R> [goto
COMPCKG]
22 G COMPCKG How does the amount your CU had on the last day of [fill: LAST_MON] <1,D,R> [goto COMPBND]
compare with the amount your CU had on the last day of [fill: <2,3> [goto COMPCKGX]
LAST_MON] one year ago in -
Checking accounts?
1. Same
2. More
3. Less
22 G COMPCKGX How much [fill: more/less]? <1-99999999,D,R> [goto
COMPBND]
22 G COMPBND How does the amount your CU had on the last day of [fill: LAST_MON] <1,D,R> [goto SECOWND]
compare with the amount your CU had on the last day of [fill: <2,3> [goto COMPBNDX]
LAST_MON] one year ago in -
U.S. Savings bonds?
1. Same
2. More
3. Less
22 G COMPBNDX How much [fill: more/less]? <1-99999999,D,R> [goto
SECOWND]
Section # Part Variable Name Question Text Skip Instructions
22 G SECOWND Did [fill: YOU_ANYMEM] own any securities, such as stocks, mutual <1> [goto SECESTX]
funds, private bonds, government bonds, or Treasury notes on the last <2,D,R> [goto PURSSEC]
day of [fill: LAST_MON]?
1. Yes
2. No
22 G SECESTX What was the estimated value of all such securities on the last day of [fill: <1-99999999,D,R> [goto
LAST_MON]? COMPSEC]
22 G COMPSEC How does this compare with the value of such securities your CU held on <1,D,R> [goto PURSSEC]
the last day of <2,3> [goto COMPSECX]
[fill: LAST_MON] one year ago?
1. Same
2. More
3. Less
22 G COMPSECX How much [fill: more/less]? <1-99999999,D,R> [goto
22 G PURSSEC During the last 12 months, did [fill: YOU_ANYMEM] PURCHASE any <1> [goto PURSSECX]
stocks, mutual funds or bonds? <2,D,R> [goto SELLSEC]
1. Yes
2. No
22 G PURSSECX What was the total purchase price including broker fees? <1-99999999,D,R> [goto
22 G SELLSEC During the last 12 months, did [fill: YOU_ANYMEM] SELL any stocks, <1> [goto SELLSECX]
mutual funds, or bonds? <2,D,R> [goto COLPLAN]
1. Yes
2. No
22 G SELLSECX What was the net amount received from sales after subtracting broker <1-99999999,D,R> [goto
22 G COLPLAN <1> [goto COLPLANX]
During the last 12 months, did [fill: YOU_ANYMEM] put any money <2,D,R> [goto BSINVST]
into a tax-deferred or
tax-free educational savings plan, such as, section 529 plan, state
sponsored pre-paid
tuition plans, or educational IRA's for [fill: yourself/yourself or
someone in your CU]?
22 G COLPLANX <1-99999999, D, R> [goto BSINVST]
How much?
Section # Part Variable Name Question Text Skip Instructions
22 G BSINVST During the last 12 months, did [fill: YOU_ANYMEM] make any <1> [goto BSINVSTX]
investments to your own business or farm? <2,D,R> [goto WDBSAST]
1. Yes
2. No
22 G BSINVSTX How much did you invest? <1-99999999,D,R> [goto
WDBSAST]
22 G WDBSAST During the last 12 months, did [fill: YOU_ANYMEM] withdraw any <1> [goto WDBSASTX]
assets from your own business or farm? <2,D,R> [goto WDBSGDS]
1. Yes
2. No
22 G WDBSASTX What was the value of such assets? <1-99999999,D,R> [goto
WDBSGDS]
22 G WDBSGDS During the last 12 months, were any goods or services from your own <1> [goto WDBSGDSX]
business or farm withdrawn for personal use? <2,D,R> [goto MONYOWE]
1. Yes
2. No
22 G WDBSGDSX What was the value of these goods or services? <1-99999999,D,R> [goto
MONYOWE]
22 G MONYOWE On the last day of [fill: LAST_MON], did anyone outside of your CU <1> [goto COMPOWD]
owe money to [fill: YOU_ANYMEM]? <2,D,R> [goto MONYOWD]
1. Yes
2. No
22 G COMPOWD How does the amount owed to your CU on the last day of [fill: <1,D,R> [goto MONYOWD]
LAST_MON] compare with the amount owed to your CU by persons <2,3> [goto COMPOWDX]
outside your CU on the last day of [fill: LAST_MON] one year ago?
1. Same
2. More
3. Less
22 G COMPOWDX How much [fill: more/less]? <1-99999999,D,R> [goto
MONYOWD]
Section # Part Variable Name Question Text Skip Instructions
22 G MONYOWD Did anyone outside of your CU owe money to [fill: YOU_ANYMEM] <1> [goto MONYOWDX]
on the last day of [fill: LAST_MON] ONE YEAR AGO? <2,D,R> [goto SETLINS]
1. Yes
2. No
22 G MONYOWDX How much was owed? <1-99999999,D,R> [goto
SETLINS]
22 G SETLINS During the last 12 months, did [fill: YOU_ANYMEM] receive settlement <1> [goto SETLINSX]
on surrender of any insurance policies (life or annuity)? <2,D,R> [goto S22G_END]
1. Yes
2. No
22 G SETLINSX How much did you receive? <1-99999999,D,R> [goto S22G_END]
22 G COLP_ANX ** OUT VARIABLE** <Blank, A1>
BACK - SKIP_CHECK Some Sections have been skipped. <1> [goto SK_RESP]
Is there anyone in the household now that would be able <2> [goto APPTOTH]
to provide information on: <3> [goto DONE]
* Press Shift-F5 to view the status table
1. Yes
2. No
3 Battery problem
BACK - SK_RESP <1-30, 95> [goto SK_RESP2]
* Ask if necessary:
With whom am I speaking?
ENTER LINE NUMBER or 95. For proxy respondent
BACK - SK_RESP2 ERROR SCREEN
--------------------------------
* Press F8 and select the section to return to.
Section # Part Variable Name Question Text Skip Instructions
BACK - APPTOTH <25 characters> [goto THANKCB]
I'd like to schedule a DATE to <B> [goto DONE]
[Fill: conduct/complete] the interview. <R> [If outcome eq 202 goto
What DATE AND TIME would be best to visit again? CBREF]
[goto VERIFY_INFO]
* Today is: [Fill: current date] * B. Battery
problem
* Missing Sections: Press shift-F5 to view the status table
BACK - CBREF <1> [goto VERIFY_INFO]
* Exit this case now. Call the case up again and make it a TYPE A
non-interview
before transmitting.
1. Enter 1 to Continue
BACK - THANKCB <1> [goto VERIFY_INFO]
Thank you.
I will come back at the time suggested
* Revisit: [Fill: APPTOTH]
1. Enter 1 to Continue
BACK - DK_CHECK * Are there any Don't Know items that you need to callback for? <1> [goto DK_APPT]
<2> [goto THANKYOU]
* Press Ctrl-M to review all Don't Knows
1. Yes
2. No
BACK - DK_APPT I'd like to schedule a DATE to complete the missing items. <25 characters> [goto DK_THANK]
What DATE AND TIME would be best to visit you again?
* Today is: [Fill: current date]
* DK Items: Press Ctrl-M to review all Don't Knows
BACK - DK_THANK Thank you. <1> [goto VERIFY_INFO]
I will come back at the time suggested
* Revisit: [Fill: DK_APPT]
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
BACK - THANKYOU <1> [goto TELPV]
This concludes the interview. Thank you for your patience, and for
taking the time to answer
our questions.
Let me remind you that the information you provide is very valuable
because it is used to
update the Consumer Price Index, which is one of our nation's leading
economic indicators.
That is why we sincerely appreciate your participation in this survey
[Fill: and look forward to your continued cooperation when we contact
you again in 3 months].
* Interview number: [Fill:
INTNMBR]
* NOTE: Inform the respondent that a supervisor may call them to
conduct re-interview.
Explain re-interview as needed.
1. Enter 1 to Continue
BACK - THANK2 <1> [If BCNAME isn’t blank goto
Thank you for your time. You've been very helpful. VERIFY_INFO]
[If NONTYP = 1 AND
NOTE: Inform the respondent that a supervisor SECTCOMP(2,3) = 1 then goto TELPV]
may call them to conduct re-interview. [If NONTYP = 1, 2 then goto
Explain re-interview as needed. NUMVISIT]
[goto DONE]
* Interview number: [Fill: INTNMBR]
1. Enter 1 to Continue
BACK - TRANS <1> [goto MISS_SEC]
Are you ready to transmit this case? <2> [goto VERIFY_INFO]
1. Yes
2. No
BACK - MISS_SEC <30 characters> [goto TELPV]
No survey data were collected for
[Fill: missing sections].
Enter the reason that best describes why
Survey data was not collected for [these sections/this section].
Section # Part Variable Name Question Text Skip Instructions
BACK - TELPV <1,2> [If NONTYPE = 1 goto RESPON]
* How did you collect MOST of the data for this case? [goto CONVREF]
(Include follow-ups)
1. By personal visit
2. By phone
BACK - CONVREF <1, 2> [goto RESPON]
* Was this a converted refusal?
1. Yes
2. No
BACK - RESPON <1-30, 95> [goto OTHRESP]
* Enter the line number of the MAIN respondent.
[Display household roster]
95. Proxy Respondent
BACK - OTHRSP <0-30, 95> [goto USERECS]
* Enter the line number of ALL OTHER respondents. .
Enter 0 For None
[display household roster]
95. Proxy Respondent
BACK - USERECS <1-5> [goto TYPEREC]
* In answering questions about expenses, did the respondent <6> [goto HOMEFILE]
consult bills, receipts,
check stubs, expense books, tax returns, or other records?
1. Always
2. Almost always
3. Mostly
4. Occasionally
5. Almost never
6. Never
Section # Part Variable Name Question Text Skip Instructions
BACK - TYPERECS <1-8> [goto HOMEFILE]
* What types of bills, receipts, or records did the respondent(s)
use to give cost information?
Enter all that apply, separate with commas
1. Bills
2. Checkbook ledger or stubs
3. Canceled checks
4. Receipts of purchase (sales slips)
5. Home file (provided by census bureau)
6. Contracts of agreements
7. Bank statements
8. Other
BACK - HOMEFILE <1,2> [goto INFOBOOK]
* Was a Home File given to the respondent?
1. Yes
2. No
BACK - INFOBOOK <1,2> [goto LANGUAGE]
* Was the information booklet used during the interview?
1. Yes
2. No
BACK - LANGUAGE <1,2> [goto VERIFY_INFO]
* In what language was the interview conducted? <3> [goto LANG_SP]
1. English
2. Spanish
3. Other - specify
BACK - LANG_SP * Specify: <30 characters> [goto VERIFY_INFO]
Section # Part Variable Name Question Text Skip Instructions
BACK - VERIFY_INFO <1> [If outcome = 200, 202 or 204 goto
* Verify/change any of the information listed below? DONE] [goto NUMVISITS]
<2> [goto V_PHONE]
Telephone number: [fill: (AREA) PREFIX - SUFFIX] [fill: EXTN]
Best time to call : [Fill: Description for BESTTIME]
Specific best time: [Fill: BESTTIM2]
No Sunday: (Fill: Sunday Interview Okay/No Sunday
Interview)
1. Enter 1 to Continue
BACK - V_PHONE What is your telephone number? <15 Characters, Empty> [goto V_BSTT]
BACK - V_BSTT <1-9, Empty> [goto V_BSTTI2]
* Best time to contact
1. Morning (9am-12 noon) 6. Anytime (9am-9pm)
2. Noon/lunchtime (11am-1pm) 7. Late evening/night (7pm-
9pm)
3. Afternoon (12 noon-4pm)
8. Daytime (9am-4pm)
4 Suppertime/early
evening/dinnertime(4pm-7pm) 9. After 5pm
5. Evening (6pm-9pm)
BACK - V_BSTTI2 <30 characters, empty> [goto V_NOSUN]
* Enter specific best time to contact
BACK - V_NOSUN <1,2> [If outcome = 200, 202 or 204 goto
Would a Sunday interview be acceptable? DONE] [goto NUMVISITS]
1. Yes
2. No
BACK - NUMVISIT <1> [goto OTHVISIT]
* Enter the number of visits that were made to collect data. <2-30> [goto NVREASON]
Section # Part Variable Name Question Text Skip Instructions
BACK - NVREASON <1,2> [goto OTHVISIT]
* What was the reason for multiple visits to collect data? <3> [goto NVSPECFY]
Enter all that apply, separate with commas
1. Respondent needed more time
2. Additional respondents
3. Other - specify
BACK - NVSPECFY <30 characters> [goto OTHVISIT]
* Specify:
BACK - OTHVISIT <0-30> [goto NUMCALL]
* Enter the number of other visits that were made?
BACK - NUMCALL <1> [goto OTHCALL]
* Enter the number of phone calls that were made to collect data. <2-30> [goto CALLRESN]
BACK - CALLRSN <1,2> [goto OTHCALL]
* What was the reason for collecting data by telephone? <3> [goto CALLSP]
Enter all that apply, separate with commas
1. Collected missed items
2. Additional respondent
3. Other - specify
BACK - CALLSP <30 characters> [goto OTHCALL]
* Specify:
BACK - OTHCALL <0-30> [goto DONE]
* Enter the number of other phone calls that were made?
CONTROL CARD - PRE_CC1 ** CHECK ITEM ** [If INTNMBR is 1 or replacement
household (3rd position of CASEID = R)
goto FNAME]
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - STLLIV I have listed . . . . READ NAMES <1, 2> [goto PERSTAT]
Are all of these persons still living or staying here?
[fill: * This case is part of a Multi-CU address. There are [fill:
RT8500.TOTALCU] CU's for this address]
[fill: Names of persons in household]
1. Yes
2. No
CONTROL CARD - PERSTAT * [fill: Use up/down arrows to move to the correct row for <7, 9, 99>
membership change.
When done, REVIEW/Update demographics. Press END key /
Use left/right arrows to move to REVIEW/Update demographics.
When done, Press END key ]
7. Delete person
9. Reinstate person
99. Error - person should not have been listed
CONTROL CARD - FNAME [Fill: What are the names of all persons living or staying here? <16 characters> [goto LNAME]
Start with the name of the person, or one <999> [goto CHECKS]
of the persons, who owns/rents this home/ What is the name of the
next person living or staying here?]
CONTROL CARD - LNAME * Enter Last Name <16 characters> [goto CU_CODE]
<empty>
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - CU_CODE * Ask if not apparent <1-10, D, R> [goto SEX]
<Empty>
What is [Fill: your/name’s] relationship to [Fill: you/name of
reference person/the owner/renter]?
* If the is the Reference Person, enter 1
(The Reference person is one of the persons who owns or rents
this home.)
1. Reference person
2. Spouse (Husband/Wife)
3. Child or adopted child
4. Grandchild
5. In-Law
6. Brother or Sister
7. Mother or Father
8. Other related person (Aunt, Uncle, etc.)
9. Unrelated Person (Lodger, Lodger’s spouse, foster child,
etc.)
10, Unmarried Partner
CONTROL CARD - SEX * Ask if not apparent <1, 2, D, R> [goto AWAY_COL]
<Empty>
[Fill: Are you/Is (name)] male or female?
1. Male
2. Female
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - ERR_SEX1 [go back to SEX or Rel as appropriate]
Soft Edit <suppressed> [goto ERR_SEX2]
-----------------------------------------------------------------------------------------
---------------------------------------
* Is one of the following SEX entries incorrent?
* Please Verify
-----------------------------------------------------------------------------------------
---------------------------------------
Question involved | Value
-----------------------------------------------------------------------------------------
---------------------------------------
cu_code:Rel
sex:sex (SEX)
sex:sex
___________________________________________________________
______________________
| Suppress
| | Close | | Goto |
-----------------------------------------------------------------------------------------
---------------------------------------
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - ERR_SEX2 Soft Edit <suppressed> [goto AWAY_COL]
-----------------------------------------------------------------------------------------
---------------------------------------
You said that [Fill: name] is [Fill: (name of reference person)’s] spouse?
Is that correct?
-----------------------------------------------------------------------------------------
---------------------------------------
Question involved | Value
-----------------------------------------------------------------------------------------
---------------------------------------
CU_CODE: Rel
(CU_CODE of refper)
CU_CODE: Rel (Spouse
(husband/wife)
SEX: Sex
___________________________________________________________
___________________
| Suppress |
| Close | | Goto |
-----------------------------------------------------------------------------------------
---------------------------------------
CONTROL CARD - AWAY_COL * Ask if not apparent <1> [goto SEX for next person on
grid]
[Fill: Are you/Is (name)] living away at college? <2, D, R> [If PERSTAT = 7 then goto
SEX for next person on grid] [goto
1. Yes
2. No
CONTROL CARD - HH_MEM [Fill: Do you/Does (name)] usually live here? <1, 2, D, R> [goto next line of grid]
<empty>
* Probe if usual place of residence is elsewhere.
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - HHRESP * Ask if necessary <1-30, 95> [If ((intnmbr is 1 or newcu is 1)
AND Newunit is not S) OR Replace is 1,
With whom am I speaking? goto MCHILD]
Enter line number [Else goto NEWLIV]
[fill: Name of all household members]
95. Proxy Respondent
CONTROL CARD - MCHILD I have listed . . . * READ NAMES <1> [go back to where FNAME = 999]
Have I missed any babies or small children?
1. Yes
2. No
CONTROL CARD - MAWAY Have I missed anyone who usually lives here but is <1> [go back to where FNAME = 999]
away now - traveling, at school, or in a hospital?
1. Yes,
2. No
CONTROL CARD - MLODGE Have I missed any lodgers, boarders, or persons <1> [go back to where FNAME = 999]
you employ who live here?
1. Yes
2. No
CONTROL CARD - MELSE Have I missed anyone else staying here? <1> [go back to where FNAME = 999]
1. Yes
2. No
CONTROL CARD - NEWLIV Is anyone else living or staying here, including newborn babies? <1> [go back to where FNAME = 999]
<2> [goto CK_SUBFAMILY]
[fill: Name of all household members]
1. Yes, add new person
2. No
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - CK_SUBFAMILY ** CHECK ITEM ** 1. If there are no non-rels is the household
who are cu/household members then, store
line numbers
in SUBFAM2(1,X) and goto
SET_CUNUMBER
2. If there are more than 1 non-rel who are
CU/household members in the household
(CU_CODE = 9)
then goto SUBFAM1
3. All others go to SET_SUBFAMS
CONTROL CARD - SUBFAM1 Earlier you said that [fill: (name) was/you were] <1> [goto SUBFAM2]
not related to [fill: name(refper)]. <2> [goto SUBFAM1 for next unassigned
[Fill: Are you/Is (name)] related to anyone else in this household? non-rel]
[if no more non-rels, goto
1. Yes SET_SUBFAMS]
2. No
CONTROL CARD - SUBFAM2 Who [fill: are you/is (name)] related to? <1-30> [goto SUBFAM, for next
unassigned non-rel]
PROBE: Anyone else? [If no more non-rels, goto
SET_SUBFAMS]
Enter line number(s), separate with commas
CONTROL CARD - SHELTX [fill: * Begin financial responsibility questions to determine CU's] <1,2,D,R> [goto FOODX]
[fill: Do/Does] (READ NAME) pay for all [fill: your/his/her/their]
housing
expenses with [fill: your/his/her/their] own money?
( List the names of persons in this subfamily )
1. Yes
2. No
CONTROL CARD - FOODX fill: Do/Does] (READ NAMES) pay for all [fill: your/his/her/their] food <1> [if SHELTX is 1, goto SHELTC
for next subfam; if not more subfams then
expenses with [fill: your/his/her/their] own money? goto
UPDATE_SUBFAM]
( List the names of persons in this subfamily ) [else goto OTHERX]
1. Yes
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - OTHERX [Fill: Do/Does] [(READ NAMES) pay for all [fill: (your/his/her/their)] <1> [If sheltx is 1 OR foodx is 1, goto
other sheltx for next subfamily: if no More
living expenses such as clothing, transportation, subfamiles, goto
etc., with [fill: your/his/her/their] own money? UPDATE_SUBFAM]
[goto SUPSRC]
( List the names of persons in this subfamily ) <2,D,R> [goto SUPSRC]
1. Yes
2. No
CONTROL CARD - SUPSRC Does all or part of the money to pay for <1> [goto SUPRT1]
(READ NAMES) [fill description] come from someone <2,D,R> [goto SHELTX for next subfamily]
in this household?
[if no more subfamilies, goto
( List the names of persons in this subfamily )
1. Yes
2. No
CONTROL CARD - SUPRT1 Who is that person(s)? <1-30,D,R> [goto SHELTX for next
subfamily]
* Enter line number(s), separate with commas [if no more, goto
UPDATE_SUBFAM]
CONTROL CARD - CONSUMER_UNITS * HOUSEHOLD MEMBERS BROKEN INTO APPROPRIATE CU’s <1> [goto CU_INTRO]
(List CU# Line number and name)
CONTROL CARD - CU_INTRO During this interview, I will use the words consumer unit or CU. <1> [goto BIRTH_MO]
[fill: A consumer unit is the [person/group of persons] in this household
who [fill: is/are] independent
of all other persons in this household for payment of their major
expenses. ]
The [fill: person/persons] I'm including in your CU [fill: is/are] (READ
NAME(S))
[Fill: CU MEMBERS]
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - BIRTH_MO [fill: * UPDATE Marital, Education, College and Armed Forces <1-12> [goto BIRTH_DY]
Press END when done ] <D, R> [goto BIRTH_YR]
<empty>
What is [Fill: your/(name)’s] date of birth?
* Enter Birth Month
1. January 7. July
2. February 8. August
3. March 9. September
4. April 10. October
5. May 11. November
6. June 12. December
CONTROL CARD - BIRTH_DY <1-31, D, R> [goto BIRTH_YR]
* Enter Birth Day <empty>
CONTROL CARD - BIRTH_YR * Enter Birth Year (Enter 4 digit year - ex: 1964) <1900 - current year, D, R> [goto AGE]
<empty>
CONTROL CARD - AGE [Fill: As of today, that would make [Fill: you/(name)] [Fill: less than <00-200> [goto HORIGIN]
1/over98/(age)/ <D,R> [goto AGE2]
approximately (age)] [Fill: year/years] old. <Empty>
Is that correct?
PRESS ENTER if correct /
Even though you don’t know [Fill: your/(name)’s] exact birthdate,
what is your
best guess as to how old [Fill: you/he/she] [Fill: were/was] on
[Fill: your/his/her] last birthday? ]
99. 99 years or older
00 - 98 0 to 98 years old ]
CONTROL CARD - AGE2 * Ask if necessary <1,2,D,R> [goto HORIGIN]
[Fill: Are/Is] [Fill: you/he/she] under 16?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - HORIGIN (Book) 2 <1> [goto HISPANIC]
<2, D, R> [goto MULTRACE]
[Fill: Are/Is] [fill: you/name] Hispanic, Latino, or Spanish? <Empty>
1. Yes
2. No
CONTROL CARD - HISPANIC (Book) 2 <1-7, D, R> [goto MULTRACE]
[Fill: Are/Is] [Fill: you/name] - <8> [goto HISPOTH]
<Empty>
1. Mexican?
2. Mexican-American?
3. Chicano?
4. Puerto Rican?
5. Cuban?
6. Cuban-American?
7. Central or South American?
8. Other? (Specify)
CONTROL CARD - HISPOTH * Specify: <30 characters> [goto MULTRACE]
<Empty>
CONTROL CARD - MULTRACE (Book) 3 <1-3, 5, 7, R> [goto MARITAL]
<4> [goto ASIAN]
Please chose one or more races that [fill: [fill: (name)/you] [fill: <6> [goto RACESP]
considers/consider] <Empty>
[fill: himself/herself/yourself] to be. / you consider [fill: child's
name] to be.]
* Probe if necessary
* Enter all that apply, separate with commas
1. White
2. Black or African American
3. American Indian or Alaska Native
4. Asian
5. Native Hawaiian or other Pacific Islander
6. Other Specify
7. Don't Know
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - ASIAN (Book) 4 <1-6, D, R> [goto MARITAL]
<7> [goto ASIANOTH]
Please select one of the following to describe [fill: your/name's] origin. <Empty>
[fill: Are/Is] [Fill: you/name] -
1. Chinese?
2. Filipino?
3. Japanese?
4. Korean?
5. Vietnamese?
6. Asian Indian?
7. Other? (Specify)
CONTROL CARD - ASIANOTH * Specify: <30 characters>
<Empty>
CONTROL CARD - RACESP * Specify other race <40 characters> [goto MARITAL]
<empty>
CONTROL CARD - MARITAL * Ask if not apparent <1-5,D,R> [if AGE ge 14 or Agerng is 8 or
9 goto EDUCA]
[fill: Are you/Is (name)] now - [goto BIRTH_MO for next
member]
1. Married? <Empty>
2. Widowed?
3. Divorced?
4. Separated?
5. Never married?
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - EDUCA (Book) 5 <00-11,38,D,R> [if AGE 16-65 or agerng is
8 or 9, goto ARM_FORC]
What is the highest level of school [fill: name has/you have] completed or [else goto BIRTH_MO for
the highest next member]
degree [fill: name has/you have] received? <39-46> [goto IN_COLL]
<empty>
0. Never attended, preschool, kindergarten
1. 1st grade
2. 2nd grade
3. 3rd grade
4. 4th grade
5. 5th grade
6. 6th grade
7. 7th grade
8. 8th grade
9. 9th grade
10 10th grade
11. 11th grade
38. 12th grade NO DIPLOMA
39. HIGH SCHOOL GRADUATE - high school DIPLOMA, or
the equivalent
40. Some college but no degree
41. Associate degree in college - Occupational program
42. Associate degree in college - Academic program
43. Bachelor’s degree (Example: BA, AB, BS)
44. Master’s degree (Example: MA, MS, Meng, MSW, MBA)
45. Professional School Degree (Example: MD, DDS, DVM,
LLB, JD)
46. Doctorate degree (Example: PhD, EdD)
CONTROL CARD - IN_COLL [Fill: Are you/Is name] currently enrolled in a college or university <1-3,D,R> [If AGE is 16 - 65 or agerng is
either - 8 or 9, goto ARM_FORC]
[goto BIRTH_MO for next
1. Full-time? member]
2. Part-time? <empty>
CONTROL CARD - ARM_FORC (Book) 6 ? [F1] <1,2,D,R> [If this is the last person, goto
CHECKS2]
[Fill: Are you/Is (name)] now in the Armed Forces? [Else goto BIRTH_MO for the
next person]
1. Yes <empty>
2. No
Section # Part Variable Name Question Text Skip Instructions
CONTROL CARD - H_ARMFORC ARMED FORCES -- A person is considered to be in the armed forces if <Esc key> [goto ARM_FORC]
they serve in any branch of the
U.S. military. This includes the Army, Navy, Marine
Corps, Air Force and Coast
Guard, their Reserve components and the Air and
Army National Guard.
ARMED FORCES includes:
U.S. Army
U.S. Navy
U.S. Marine Corps
U.S. Air Force
U.S. Coast Guard
Reserve components for any of the above
Air National Guard
Army National Guard
CONTROL CARD - CE_INTRO As we start, please understand that we ask the same questions of <1> [goto SECTION1]
everybody we talk to. I realize some of these questions may not apply to
your CU.
Most questions that I will be asking refer to a specific time period.
During this interview, the time period, unless I state otherwise is for the
Past [fill: month/three months], that is, from the 1st day of [Fill:
REF_MONTH] to today.
1. Enter 1 to Continue
Control Card - AGE62 **Check Item**
CHI - CTRLNUM
CHI - CENSID
CHI - CASEID
CHI - INTPERIOD
CHI - INTNMBR
CHI - CTATEMPT * CONTACT HISTORY INSTRUMENT <1> goto TIMEOFCT
* Are you making a contact attempt or just looking at a case? <2> exit CHI
1. Contact attempt
2. Looking at a case - exit CHI
Section # Part Variable Name Question Text Skip Instructions
CHI - TIMEOFCT * TIME OR CONTACT <1> go to PERORTEL
* Are you entering the Contact History Instrument at the time of a <2> go to FR_DATE
contact attempt?
1. Yes
2. No
CHI - CALLDATE ** OUT VARIABLE **
CHI - CALLMNTH ** OUT VARIABLE **
CHI - CALLDAY ** OUT VARIABLE **
CHI - CALLYEAR ** OUT VARIABLE **
CHI - CALLTIME ** OUT VARIABLE **
CHI - FRCODE
CHI - FR_DATE * DATE OF CONTACT Goto FR_TIME
* Enter the date of the contact attempt in MM/DD/YYYY format
CHI - FRMNTH
CHI - FRDAY
CHI - FRYEAR
CHI - FRTIME * TIME OF CONTACT Goto to PERORTEL
* Enter the time of the contact attempt in HH:MM am/pm format.
CHI - MODE * PERSONAL OR TELEPHONE Goto CTSTATUS
* Was this a personal or telephone contact attempt?
1. Personal
2. Telephone
CHI - CTSTATUS * CONTACT OR NONCONTACT <1> goto CTTYPE
* Select the category that best describes this attempt. <2, 3> If PEROROTEL = 1 then goto
NCTPER
1. Contact with SAMPLE unit member If PEROROTEL = 2 then goto
2. Contact with NON-SAMPLE unit member NCTTEL
3. Noncontact
Section # Part Variable Name Question Text Skip Instructions
CHI - CTTYPE * CONTACT <1> goto to RSPNDENT
* Select the category that best describes this contact attempt. <else> goto NONINTER
1. Completed case - ready to transmit
2. Partial interview - follow-up required
3. Unable to conduct interview
CHI - NONINTER * PARTIAL INTERVIEW OR UNABLE TO CONDUCT INTERVIEW <4> goto LANGUAGE
<6> goto TALKEDTO
* Select the categories that describe why you were not able to conduct the <7> goto CTOTHER
interview during this contact attempt. <else> goto RSPNDENT
* Enter all that apply, separate with commas.
1. Eligible person not available
2. Inconvenient time
3. Respondent is reluctant
4. Language problem - specify
5. Health problem
6. Specify whom you talk with
7. Other - specify
CHI - UNABLECODE_1 ** OUT VARIABLE **
CHI - UNABLECODE_2 ** OUT VARIABLE **
CHI - UNABLECODE_3 ** OUT VARIABLE **
CHI - UNABLECODE_4 ** OUT VARIABLE **
CHI - UNABLECODE_5 ** OUT VARIABLE **
CHI - UNABLECODE_6 ** OUT VARIABLE **
CHI - UNABLECODE_7 ** OUT VARIABLE **
CHI - LANGUAGE * LANGUAGE If LANGUAGE = 1 goto SPECLANG
* Select the categories that descrige this language situation. else goto RSPNDENT
* Enter all that apply, separate with commas.
1. Specify language or dialect.
2. No household member able to translate
3. Contact RO about language problem
4. Unable to find translator
5. No time left to find translator
CHI - SPECLANG * SPECIFY LANGUAGE OR DIALECT. Goto RSPNDENT
Section # Part Variable Name Question Text Skip Instructions
CHI - TALKEDTO * SPECIFY WHOM YOU TALKED TO Goto RSPNDENT
* Specify with whom you talked.
CHI - CTOTHER * OTHER Contact Category Goto RSPNDENT
* Specify the reason for not completing the interview during this contact
attempt.
CHI - LANGUAGECODE_1 ** OUT VARIABLE **
CHI - LANGUAGECODE_2 ** OUT VARIABLE **
CHI - LANGUAGECODE_3 ** OUT VARIABLE **
CHI - LANGUAGECODE_4 ** OUT VARIABLE **
CHI - LANGUAGECODE_5 ** OUT VARIABLE **
Section # Part Variable Name Question Text Skip Instructions
CHI - RSPNDENT * CONCERN/BEHAVIOR/RELUCTANCE <23> goto RSPNDOTH
* Select the categories that describe respondent concerns, behaviors, or <else> goto STRATEGS
reluctance during this contact attempt.
* Enter all that apply, separate with commas.
1. Not interested / Does not want to be bothered
2. Too busy
3. Interview takes too much time
4. Breaks appointments (puts off FR indefinitely)
5. Scheduling difficulties
6. Survey is voluntary
7. Privacy concerns
8. Anti-government concerns
9. Does not understand survey /
Asks questions about the survey
10. Survey content does not apply
(retired, healthy, no crimes to report)
11. Hang-up / slams door on FR
12. Hostile or threatens FR
13. Other houshold members tell respondent not to participate
14. Talk only to specific household member
15. Family issues
16. Respondent requests same FR as last time
17. Gave that information last time
18. Asked too many personal questions last time
19. Too many interviews
20. Last interview took too long
21. Intends to quit survey
22. No concerns
23. Other - specify
CHI - RSPNDOTH * OTHER CONCERNS/BEHAVIORS/RELUCTANCE Goto STRATEGS
* Specify other concerns/behaviors/reluctance during this contact attempt.
CHI - RELUCTCODE_1 ** OUT VARIABLE **
CHI - RELUCTCODE_2 ** OUT VARIABLE **
CHI - RELUCTCODE_3 ** OUT VARIABLE **
CHI - RELUCTCODE_4 ** OUT VARIABLE **
CHI - RELUCTCODE_5 ** OUT VARIABLE **
CHI - RELUCTCODE_6 ** OUT VARIABLE **
Section # Part Variable Name Question Text Skip Instructions
CHI - RELUCTCODE_7 ** OUT VARIABLE **
CHI - RELUCTCODE_8 ** OUT VARIABLE **
CHI - RELUCTCODE_9 ** OUT VARIABLE **
CHI - RELUCTCODE_10 ** OUT VARIABLE **
CHI - RELUCTCODE_11 ** OUT VARIABLE **
CHI - RELUCTCODE_12 ** OUT VARIABLE **
CHI - RELUCTCODE_13 ** OUT VARIABLE **
CHI - RELUCTCODE_14 ** OUT VARIABLE **
CHI - RELUCTCODE_15 ** OUT VARIABLE **
CHI - RELUCTCODE_16 ** OUT VARIABLE **
CHI - RELUCTCODE_17 ** OUT VARIABLE **
CHI - RELUCTCODE_18 ** OUT VARIABLE **
CHI - RELUCTCODE_19 ** OUT VARIABLE **
CHI - RELUCTCODE_20 ** OUT VARIABLE **
CHI - RELUCTCODE_21 ** OUT VARIABLE **
CHI - RELUCTCODE_22 ** OUT VARIABLE **
CHI - RELUCTCODE_23 ** OUT VARIABLE **
CHI - NCTTEL * NONCONTACT / TELEPHONE <7> goto NCTTELOT
* Select the categories that descrige this telephone noncontact. <else> goto STRATEGS
* Ener all that apply, separate with commas.
1. Got asnwering maching / service
2. No answer
3. Busy Signal
4. Disconnected
5. Wrong number
6. FAX number
7. Other - specify
Section # Part Variable Name Question Text Skip Instructions
CHI - NCTTELOT * OTHER Noncontact Telephone Attempt Category Goto STRATEGS
* Specify the details about this telephone noncontact.
CHI - NCTTELCODE_1 ** OUT VARIABLE **
CHI - NCTTELCODE_2 ** OUT VARIABLE **
CHI - NCTTELCODE_3 ** OUT VARIABLE **
CHI - NCTTELCODE_4 ** OUT VARIABLE **
CHI - NCTTELCODE_5 ** OUT VARIABLE **
CHI - NCTTELCODE_6 ** OUT VARIABLE **
CHI - NCTTELCODE_7 ** OUT VARIABLE **
CHI - NCTPER * NONCONTACT / PERSONAL VISIT <6> goto MRNDRIVE
* Select the categories that describe this personal visit noncontact. <13> goto NCTMOVED
* Enter all that apply, separate with commmas. <14> goto NCTPEROT
<else> goto STRATEGS
1. No one home
2. No one home -- appointment broken
3. No one home -- previous note / letter taken
4. Household does not answer door -- evidence someone is home
5. Drive-by
6. Multiple drive-bys - specify
7. Unable to reach / locked gate / buzzer entry
8. Address does not exist/unable to locate
9. On vacation, away from home / at second home
10. Spoke with neighbor
11. Building management / doorman contact
12. Completed case (Type B or C)
13. Sample respondent moved - specify
14. Other - specify
CHI - NCTPEROT * OTHER Noncontact Personal Visit Category goto STRATEGS
* Specify the details about this personal visit noncontact.
CHI - NCTPERCODE_1 ** OUT VARIABLE **
CHI - NCTPERCODE_2 ** OUT VARIABLE **
CHI - NCTPERCODE_3 ** OUT VARIABLE **
CHI - NCTPERCODE_4 ** OUT VARIABLE **
Section # Part Variable Name Question Text Skip Instructions
CHI - NCTPERCODE_5 ** OUT VARIABLE **
CHI - NCTPERCODE_6 ** OUT VARIABLE **
CHI - NCTPERCODE_7 ** OUT VARIABLE **
CHI - NCTPERCODE_8 ** OUT VARIABLE **
CHI - NCTPERCODE_9 ** OUT VARIABLE **
CHI - NCTPERCODE_10 ** OUT VARIABLE **
CHI - NCTPERCODE_11 ** OUT VARIABLE **
CHI - NCTPERCODE_12 ** OUT VARIABLE **
CHI - NCTPERCODE_13 ** OUT VARIABLE **
CHI - NCTPERCODE_14 ** OUT VARIABLE **
CHI - MRNDRIVE * DRIVE-BYS ATTEMPTED TODAY Goto AFTDRIVE
* How many drive bys were:
* Morning (12:00am - 11:59am)?
Aternoon (12:00pm - 4:59pm)?
Evening (5:00pm - 11:59pm)?
CHI - AFTDRIVE * DRIVE-BYS ATTEMPTED TODAY Goto EVNDRIVE
* How many drive bys were:
Morning (12:00am - 11:59am)?
* Aternoon (12:00pm - 4:59pm)?
Evening (5:00pm - 11:59pm)?
CHI - EVNDRIVE * DRIVE-BYS ATTEMPTED TODAY Goto CONTINUE
* How many drive bys were:
Morning (12:00am - 11:59am)?
Aternoon (12:00pm - 4:59pm)?
* Evening (5:00pm - 11:59pm)?
CHI - CONTINUE * CONTINUE
* Is [fill: tot number of drive-by's] the correct number of drive-bys
attempted today?
* Enter 1 to continue or correct entry below.
Section # Part Variable Name Question Text Skip Instructions
CHI - NCTMOVED * MOVED <5> goto MOVEDOTH
* Select the categories that describe this move situation. else goto STRATEGS
* Enter all that apply, separate with commas.
1. Address unknown
2. New address in FR's area
3. New address - transfer to different RO/FR
4. Further work needed to get address
5. Other - specify
CHI - MOVEDOTH * OTHER Non Contact Moved Category goto STRATEGS
* Specify the details about this move situation.
CHI - MOVEDCODE_1 ** OUT VARIABLE **
CHI - MOVEDCODE_2 ** OUT VARIABLE **
CHI - MOVEDCODE_3 ** OUT VARIABLE **
CHI - MOVEDCODE_4 ** OUT VARIABLE **
CHI - MOVEDCODE_5 ** OUT VARIABLE **
Section # Part Variable Name Question Text Skip Instructions
CHI - STRATEGS * CONTACT STRATEGIES ATTEMPTED if STRATEGS = 23 goto STRATOTH
* Select the categories that describe the strategies used on this contact else exit CHI
attempt.
* Enter all that apply, separate with commas.
1. Advance letter given
2. Scheduled appointment
3. Left note / appointment card
4. Left promotional packet / informational brochure
5. Called household
6. Left message on answering machine
7. FR will request No One Home Letter
8. FR will request Refusal Letter
9. FR will request Better Understanding Letter
10. Called contact persons
11. Stake-out
12. Checked with neighbors
13. Contacted other family members
14. Contacted property manager
15. Visited country assessor / post office / permit office
16. On-line tracking database
17. Sought help from SFR / RO
18. Reassignment
19. Offered incentive
20. CED double placement
21. Used MAF or ALMI
22. None
23. Other - specify
CHI - STRATOTH * OTHER STRATEGY exit CHI
* Specify the strategy used on this contact attempt.
CHI - STRATCODE_1 ** OUT VARIABLE **
CHI - STRATCODE_2 ** OUT VARIABLE **
CHI - STRATCODE_3 ** OUT VARIABLE **
CHI - STRATCODE_4 ** OUT VARIABLE **
CHI - STRATCODE_5 ** OUT VARIABLE **
CHI - STRATCODE_6 ** OUT VARIABLE **
CHI - STRATCODE_7 ** OUT VARIABLE **
Section # Part Variable Name Question Text Skip Instructions
CHI - STRATCODE_8 ** OUT VARIABLE **
CHI - STRATCODE_9 ** OUT VARIABLE **
CHI - STRATCODE_10 ** OUT VARIABLE **
CHI - STRATCODE_11 ** OUT VARIABLE **
CHI - STRATCODE_12 ** OUT VARIABLE **
CHI - STRATCODE_13 ** OUT VARIABLE **
CHI - STRATCODE_14 ** OUT VARIABLE **
CHI - STRATCODE_15 ** OUT VARIABLE **
CHI - STRATCODE_16 ** OUT VARIABLE **
CHI - STRATCODE_17 ** OUT VARIABLE **
CHI - STRATCODE_18 ** OUT VARIABLE **
CHI - STRATCODE_19 ** OUT VARIABLE **
CHI - STRATCODE_20 ** OUT VARIABLE **
CHI - STRATCODE_21 ** OUT VARIABLE **
CHI - STRATCODE_22 ** OUT VARIABLE **
CHI - STRATCODE_23 ** OUT VARIABLE **
CHI - CHI_TIME
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - NONTYP <1> [goto TYPEA]
* What type of non-interview do you have? <2> [goto TYPEB]
<3> [goto TYPEC]
Type A = No one home, Temporarily absent, or refusal
Type B = Vacant, under construction, occupied by persons with URE
Type C = Demolished, house moved, merged, condemned, located on
base, CU moved
1. TYPE A
2. TYPE B
3. TYPE C
COVERAGE - TYPEA * Enter TYPE A noninterview <1,2> [If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
1. No one home NEWUNIT ne S ) AND
2. Temporarily Absent RT2501.FRAME = 1 AND
3. Refused RT2501.PMITSTA = P goto YRBLT]
4. Other Type A- specify (IF RT2501.FRAME = 1, 2 or 4)
AND (RT2501.MULTUNIT = 0 (zero) or
blank) AND
(RT2501.GQINAREA=0 (zero)
or blank) AND NEWUNIT is blank goto
BUILD]
[If RT2501.URRAL = R and
(RT2501.FRAME is not 3 or
RT2501.GQTYPE = 92 or 93)
AND (REPLACE = 1 or (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S) goto
FM_SALES]
[If ( (INTNMBR = 1 or NEWCU =
1) and NEWUNIT ne S) goto GQ_UNIT]
[ELSE goto BUSPROP]
<3> [goto REF_RSN]
<4> [goto TYPEASP]
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - TYPEASP * Specify other TYPE A <30 characters> [If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S )
AND RT2501.FRAME
= 1 AND RT2501.PMITSTA = P goto
YRBLT]
(IF RT2501.FRAME = 1,
2 or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank)
AND
(RT2501.GQINAREA=0 (zero) or blank)
AND NEWUNIT is blank
goto BUILD]
[If RT2501.URRAL = R
and (RT2501.FRAME is not 3 or
RT2501.GQTYPE = 92 or
93) AND (REPLACE
= 1 or ( (INTNMBR = 1 or NEWCU = 1)
AND
NEWUNIT ne S) goto
FM_SALES]
[If ( (INTNMBR = 1 or
NEWCU = 1) and NEWUNIT ne S) goto
GQ_UNIT]
COVERAGE - REF_RSN * Enter type of refusal <1-3> [If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
1. Hostile Respondent NEWUNIT ne S ) AND
2. Time Related Excuses RT2501.FRAME = 1 AND
3. Language Problems RT2501.PMITSTA = P goto YRBLT]
4. Other Refusal - specify (IF RT2501.FRAME = 1, 2 or 4)
AND (RT2501.MULTUNIT = 0 (zero) or
blank) AND
(RT2501.GQINAREA=0 (zero)
or blank) AND NEWUNIT is blank goto
BUILD]
[If RT2501.URRAL = R and
(RT2501.FRAME is not 3 or
RT2501.GQTYPE = 92 or 93)
AND (REPLACE = 1 or (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S) goto
FM_SALES]
[If ( (INTNMBR = 1 or NEWCU
= 1) and NEWUNIT ne S) goto GQ_UNIT]
[ELSE goto BUSPROP]
<4> [goto REASON_S]
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - REASON_S * Specify type of refusal <45 characters> [If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S )
AND RT2501.FRAME
= 1 AND RT2501.PMITSTA = P goto
YRBLT]
(IF RT2501.FRAME = 1,
2 or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank)
AND
(RT2501.GQINAREA=0 (zero) or blank)
AND NEWUNIT is blank
goto BUILD]
[If RT2501.URRAL = R
and (RT2501.FRAME is not 3 or
RT2501.GQTYPE = 92 or
93) AND (REPLACE
= 1 or ( (INTNMBR = 1 or NEWCU = 1)
AND
NEWUNIT ne S) goto
FM_SALES]
[If ( (INTNMBR = 1 or
NEWCU = 1) and NEWUNIT ne S) goto
GQ_UNIT]
COVERAGE - TYPEB * Enter TYPE B noninterview <1, 2, 4-7> [If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
1. Vacant (for rent) NEWUNIT ne S )
2. Vacant (for sale) AND RT2501.FRAME =
3. Vacant (other) 1 AND RT2501.PMITSTA = P goto
4. Occupied by persons with URE YRBLT]
5. Under construction, not ready (IF RT2501.FRAME = 1, 2 or
6. All person under 16 4) AND (RT2501.MULTUNIT = 0 (zero)
7. Unfit or to be demolished or blank) AND
8. Unoccupied tent or trailer site (RT2501.GQINAREA=0
9. Permit granted, construction not started (zero) or blank) AND NEWUNIT is blank
10. Other Type B- specify goto BUILD]
[If ( (INTNMBR = 1 or
NEWCU = 1) and NEWUNIT ne S) goto
GQ_UNIT]
[ELSE goto BUSPROP]
<3> [goto VACANT_S]
<8, 9> [goto BUSPROP]
<10> [goto TYPEB_SP]
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - TYPEB_SP * Specify other TYPE B <45 characters> [If REPLACE ne 1 AND
( (INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S )
AND
RT2501.FRAME = 1 AND
RT2501.PMITSTA = P goto YRBLT]
(IF RT2501.FRAME =
1, 2 or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank)
AND
(RT2501.GQINAREA=0 (zero) or blank)
AND NEWUNIT is blank
goto BUILD]
[If ( (INTNMBR = 1 or
NEWCU = 1) and NEWUNIT ne S) goto
GQ_UNIT]
[ELSE goto BUSPROP]
COVERAGE - VACANT_S * Specify type of vacant <45 characters> [If REPLACE ne 1 AND
( (INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S )
AND
RT2501.FRAME = 1 AND
RT2501.PMITSTA = P goto YRBLT]
(IF RT2501.FRAME =
1, 2 or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank)
AND
(RT2501.GQINAREA=0 (zero) or blank)
AND NEWUNIT is blank
goto BUILD]
[If ( (INTNMBR = 1 or
NEWCU = 1) and NEWUNIT ne S) goto
GQ_UNIT]
[ELSE goto BUSPROP]
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - TYPEC * Enter TYPE C noninterview <1, 2> [goto BYOBS]
<3, 7, 10,11,12> [goto END_COVERAGE]
1. Demolished
2. House or Mobile Home moved <4-6, 8-9> [[If REPLACE ne 1
3. Converted to permanent nonresidential use AND ( (INTNMBR = 1 or NEWCU = 1)
4. Merged with units in the same structure AND NEWUNIT ne S )
5. Condemned AND RT2501.FRAME
6. Located on military base (post) = 1 AND RT500.PMITSTA = P goto
7. Unused serial # on listing sheet YRBLT]
8. CU moved [IF RT2501.FRAME = 1,
9. CU merged with another CE CU within same address 2 or 4) AND (RT2501.MULTUNIT = 0
10. Spawned in error (zero) or blank)
11. Removed during subsampling AND
12. Unit already had a chance of selection (RT2501.GQINAREA=0 (zero) or blank)
13. Other type C- specify AND NEWUNIT is blank
goto BUILD]
[ELSE goto BYOBS]
COVERAGE - TYPEC_SP * Specify other TYPE C <45 characters> [If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S )
AND RT2501.FRAME
= 1 AND RT2501.PMITSTA = P goto
YRBLT]
(IF RT2501.FRAME = 1,
2 or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank)
AND
(RT2501.GQINAREA=0 (zero) or blank)
AND NEWUNIT is blank
goto BUILD]
[ELSE goto BYOBS]
COVERAGE - YRBLT Was this structure built before April 2000? <1,3,D> [If RT2501.MUTLUNIT = 0 or
blank and GQINAREA = 0 goto BUILD]
1. Yes [If NONTYPE = 3 goto BYOBS]
2. No [If TYPEB = 1-7, 10 goto
3. Not asked ( address is a Mobile Home, Trailer, Tent, or GQ_UNIT]
other unit not in a structure, or [If RT2501.URRAL = R and
the unit is in a group quarters.) (RT2501.FRAME is not 3 or
RT2501.GQTYPE = 92 or 93) AND
( (INTNMBR = 1 or NEWCU =
1) AND NEWUNIT ne S) goto
FM_SALES]
[Else goto BUSPROP]
<2> [goto END_COVERAGE]
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - BUILD <1> [IF NEWUNIT ne A, E, P or S goto
TABX_INTRO] [else goto NO_TABX]
Are there any occupied or vacant living quarters <2> [If NONTYPE = 3 goto BYOBS]
besides your own in this building? [If TYPEB = 1-7, 10 And
(REPLACE = 1 or ((INTNMBR = 1 or
1. Yes NEWCU = 1) and
2. No NEWUNIT ne S) goto
GQ_UNIT]
[If RT2501.URRAL = R and
(RT2501.FRAME is not 3 or
RT2501.GQTYPE = 92 or 93) AND
(REPLACE = 1 or ( (INTNMBR
= 1 or NEWCU = 1) AND NEWUNIT ne S)
goto
FM_SALES]
[If (INTROB = 1 or NONTYP = 1)
and (REPLACE = 1 or ((INTNMBR = 1 or
NEWCU = 1) and
NEWUNIT ne S) goto
GQ_UNIT]
[If TYPEB = 1-7, 10 or NONTYP =
COVERAGE - TABX_INTRO <1> [goto XHNO]
* WARNING
You are about to begin asking questions about one or more additional
living
Arrangements at this location to determine if they qualify as
EXTRA UNITS!!!
If you have accidentally reached this screen, PRESS "UP ARROW"
to back up to
the previous screen and correct an earlier entry.
1. Enter 1 to Continue
COVERAGE - XHNO What is the exact address of this other living quarters? <10 characters> [goto XHNOSUF]
* Enter House number:
* Press Enter if no change is needed
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - XHNOSUF * Enter House number suffix, if applicable <3 characters, Empty> [goto XSTRNAME]
(Press Enter if no change needed.)
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE - XSTRNAME * Enter Street name: <49 characters> [goto XUNITDES]
(Press Enter if no change needed.)
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE - XUNITDES * Enter Unit designation: <20 characters> [goto XPO]
(Press Enter if no change needed.)
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE - XPO * Enter Town or city name: <28 characters> [goto XST]
(Press Enter if no change needed.)
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE - XST ? [F`1] <2 digit state code> [goto XZIP]
* Enter State:
(Press Enter if no change needed.)
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - XZIP * Enter Zipcode: <9 digits, D, R> [goto XNONCITY]
(Press Enter if no change needed.)
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE - XNONCITY * Enter Non city style address: <27 characters, empty> [goto
(Press Enter if no change needed.)
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE - XBLDGNAME * Enter Building name: <60 characters, empty> [goto
(Press Enter if no change needed.)
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE - TABX_MORE Are there any other living quarters, either <1> [go to XHNO for next address]
occupied or vacant, at this original address? [if 26 addresses already entered then:
[Fill: HNO HNOSUF STRNAME] if FRAME = 4 goto TABX_A2
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4] if FRAME = 1 goto TABX_B1
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME] else goto TABX_B2]
<2> [if FRAME = 4 goto TABX_A2]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - TABX_A2 <1> [goto TABX_NO]
* Is the address of the additional living quarters already listed? <2> [goto TABX_B3]
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
COVERAGE - TABX_B1 <1> [goto TABX_C1]
* Are the additional living quarters <2> [goto TABX_NO]
within the same space occupied by
the original sample unit?
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
COVERAGE - TABX_B2 <1> [goto TABX_D]
* Are the additional living quarters within <2> [goto TABX_NO]
the basic address (house number and street name)
of the original sample unit?
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - TABX_B3 <1> [goto TABX_D]
* Are the additional living quarters within <2> [goto TABX_NO]
the same structure and within the same
space as the sample unit?
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
COVERAGE - TABX_C1 <1> [goto TABX_NO]
* Are the additional living quarters in a <2> [goto TABX_D]
group quarters?
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
COVERAGE - TABX_D <1> [goto TABX_E]
* Do the occupants or intended occupants of the additional living <2> [goto TABX_NO]
quarters live separately
from all other persons on the property?
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - TABX_E <1> [goto TABXSPAWN]
* Do the occupants or intended occupants of have direct access from <2> [goto TABX_NO]
the outside or
through a common hall?
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
COVERAGE - TABXSPAWN <1> [for the next extra unit address,
* This other living quarters IS an extra unit. if FRAME = 1 goto TABX_B1
Do not include members of this unit as members of the current unit. if FRAME = 2 goto TABX_B2
if FRAME = 4 goto TABX_B3
They MUST be interviewed separately. else goto TABX_FR for no more
addresses]
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
Add the extra unit to your listing sheet according to the instructions
in your Listing and Coverage manual.
COVERAGE - TABX_N0 <1> [for the next extra unit address,
* The other living quarters IS NOT considered to be an extra unit. if FRAME = 1 goto TABX_B1
Include the persons who occupy that living arrangement as if FRAME = 2 goto TABX_B2
members if FRAME = 4 goto TABX_B3
of the assigned household. else goto TABX_FR for no more
addresses]
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - TABX_FR * Interview the parent case. <1> [if TOTSPAWN ge 26 goto
CALLRO]
* After interviewing the parent unit, you will receive instructions from [If NONTYPE = 3 goto BYOBS]
your RO on what to do [If TYPEB = 1-7, 10 goto
with the EXTRA units. GQ_UNIT]
[If RT2501.URRAL = R and
* You have identified [Fill: TOTSPAWN] extra units. (RT2501.FRAME is not 3 or
RT2501.GQTYPE = 92 or 93) AND
[Fill: extra unit addresses with House #, house suffix, unit description (REPLACE = 1 or ( (INTNMBR
and street name] = 1 or NEWCU = 1) AND NEWUNIT ne S)
[Fill: extra unit addresses with House #, house suffix, unit description goto
and street name] FM_SALES]
1. Enter 1 to Continue
COVERAGE - CALLRO * More than 26 EXTRA UNITS have been <1> [If NONTYPE = 3 goto BYOBS]
identified for this listed address. [If TYPEB = 1-7, 10 goto
GQ_UNIT]
1. Call your office [If RT2501.URRAL = R and
(RT2501.FRAME is not 3 or
2. Tell your supervisor that you have more than 26 Extra Units RT2501.GQTYPE = 92 or 93) AND
for this address. (REPLACE = 1 or ( (INTNMBR
= 1 or NEWCU = 1) AND NEWUNIT ne S)
goto
1. Enter 1 to Continue FM_SALES]
[All others goto BUSPROP]
COVERAGE - NO_TABX <1> [If NONTYPE = 3 goto BYOBS]
* [Fill: An extra/additional has already been created from this case. [If TYPEB = 1-7, 10 goto
GQ_UNIT]
You cannot create any more extras from this case./ [If RT2501.URRAL = R and
This case is an extra unit. (RT2501.FRAME is not 3 or
You cannot create extra units from an extra unit./ RT2501.GQTYPE = 92 or 93) AND
This case is an additional unit. (REPLACE = 1 or ( (INTNMBR
You cannot create additional units from an additional unit.] = 1 or NEWCU = 1) AND NEWUNIT ne S)
goto
1. Enter 1 to Continue FM_SALES]
[Else goto BUSPROP]
COVERAGE - FM_SALES During the past 12 months did sales of crops, livestock, <1, 2> [goto GQ_UNIT]
and other farm products from this place amount to
$1,000 or more?
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - GQ_UNIT * Indicate if the unit it: <1> [goto HUTYPE]
<2, D> [If RT2501.FRAME is not 3 goto
1. In a Group Quarters DIRACC] [else goto HUTYPE]
2. NOT in a Group Quarters
COVERAGE - DIRACC * Indicate if access to the household is: <1> [goto HUTYPE]
<2, D> [goto MERGUA]
1. Direct
2. Through another unit
COVERAGE - MERGUA ? [F1] <1,D> [goto HUTYPE]
<2>
Is this a merged unit?
1. Merged
2. Not Merged
COVERAGE - H_MERGUA DEFINITION OF A MERGED UNIT <Esc Key> [return to MERGUA]
A merger is a unit that is the result of combining two or more
unit addresses to form one unit address.
A merger could involve two single family homes or two or more
apartments in a multi-unit structure.
For more information please refer to your Listing and Coverage
Manual.
COVERAGE - HUTYPE <1-6, 8, 9, D> [goto UNISTRQ]
* Enter type of Housing Unit. <7, 10> [goto HUTYPESP]
1. House, apartment, flat
2. HU in non-transient hotel, motel, etc.
3. HU permanent in transient hotel, motel, etc.
4. HU in rooming house
5. Mobile home or trailer with no permanent room added
6. Mobile home or trailer with one or more
permanent rooms added
7. HU not specified above
8. Quarters not HU in rooming or boarding house
9. Students quarters in college dormitory
10. Group Quarters unit not specified above
COVERAGE - HUTYPESP * Enter other type of housing unit <45 characters> [goto UNISTRQ]
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - UNISTRQ * Ask if not apparent <1-10> [If NONTYPE = 1 (type A) goto
BUSPROP]
How many housing units, both occupied and [If NONTYPE = 2 (type b) goto
vacant, are there in this structure? BUSPROP]
[All others goto END_COVERAGE]
1. Only Group Quarters units
2. Mobile home or trailer
3. One, detached
4. One, attached
5. 2
6. 3 - 4
7. 5 - 9
8. 10 - 19
9. 20 - 49
10. 50 or more
COVERAGE - BUSPROP * [fill: Complete/Verify] by observation <1, 2, D> [goto STRCUSE]
Is there a business or commercial establishment
on the property?
1. Yes
2. No
COVERAGE - STRCUSE * [fill: Complete/Verify] by observation <1, 2, D> [goto OWNLIVE]
Is at least half or more of the structure(s) on this
property used or intended for use as housing units?
1. Yes
2. No
COVERAGE - OWNLIVE [fill: * Verify] <1> [goto FIVE_PRP]
<2, D> [goto NAM_LIVE]
Does the owner live on this property?
1. Yes
2. No
COVERAGE - FIVE_PRP [fill: * Verify] <1> [goto LIVE_IN]
<2, D> [If NONTYP = 1 goto RACETYP]
Are there 5 or more units on the property? [goto BYOBS]
1. Yes
2. No
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - LIVE_IN [fill: * Verify] <1, D> [If NONTYP = 1 goto RACETYP]
[goto BYOBS]
Does the owner live in the sample unit? <2> [goto NAM_LIVE]
1. Yes
2. No
COVERAGE - NAM_LIVE [fill: * Verify ] <42 Characters> [goto ADDRE_S]
What is the name of the owner, agent or person you mail your rent check
to for this property?
COVERAGE - ADDRE_S [Fill: * Verify ] <42 characters> [goto CITY_ ]
What is the address of the owner, agent or person you mail your rent
check to for this property?
* Enter street name, house number and unit designation, if any
COVERAGE - CITY_ [fill: * Verify ] <42 Charaters> [goto ST_TE]
* Repeat question if necessary
What is the address of the owner, agent or person you mail your rent
check to for this property?
* Enter City
COVERAGE - ST_TE [fill: * Verify ] <2 characters, D ,R> [goto ZI_CODE]
* Repeat question if necessary
What is the address of the owner, agent or person you mail your rent
check to for this property?
* Enter State
COVERAGE - ZI_CODE [fill: * Verify ] <9 characters, D, R> [goto TELEHONF]
* Repeat question if necessary
What is the address of the owner, agent or person you mail your rent
check to for this property?
* Enter zip code
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - TELEHONF [fill * Verify] <15 digits, D, R> [If NONTYP = 1 goto
RACETYP] [goto BYOBS]
* Repeat question if necessary
What is the number of the owner, agent or person you mail your rent
check to for this property?
* Enter phone number
COVERAGE - BYOBS * Did you classify this unit by observation only? <1> [goto END_COVERAGE]
<2> [goto CP1NAME]
PREVIOUS OBSERVATION: [Fill: Yes/No)]
1. Yes
2. No
COVERAGE - CP1NAME <42 characters> [goto CP1TITL]
* Enter contact person name
Press enter if no change is needed
PREVIOUS NAME: [Fill: RT8001.CP1NAME]
COVERAGE - CP1TITL * Enter contact person title <20 characters> [goto CP1PHONE]
Press enter if no change is needed
PREVIOUS TITLE: [Fill: RT8001.CP1TITL]
COVERAGE - CP1PHONE * Enter contact person phone number and extension <15 digitis, D, R> [goto CP1ADD1]
Press enter if no change is needed
PREVIOUS PHONE NUMBER: [Fill ((RT8001.CP1PHON))
(RT8001.CP1EXT)]
COVERAGE - CP1ADD1 * Enter contact person street address <54 characters> [goto CP1ADD2]
Press enter if no change is needed
PREVIOUS ADDRESS: [Fill: RT8001.CP1ADD1]
[Fill: RT8001.CP1ADD2]
[Fill: RT8001.CP1PO RT8001.CP1ST
RT8001.CP1ZP5 RT8001.CP1Z4]
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - CP1ADD2 * Enter contact person second line of address, if necessary <54 characters> [goto CP1PO]
Press enter if no change is needed
PREVIOUS ADDRESS: [Fill: RT8001.CP1ADD1]
[Fill: RT8001.CP1ADD2]
[Fill: RT8001.CP1PO RT8001.CP1ST
RT8001.CP1ZP5 RT8001.CP1ZP4]
COVERAGE - CP1PO * Enter town or city <20 characters> [goto CP1ST]
Press enter if no change is needed
PREVIOUS ADDRESS: [Fill: RT8001.CP1ADD1]
[Fill: RT8001.CP1ADD2]
[Fill: RT8001.CP1PO RT8001.CP1ST
RT8001.CP1ZP5 RT8001.CP1ZP4]
COVERAGE - CP1ST ? [F1] <2 Digit State codes, D, R> [goto
* Enter state
Press enter if no change is needed
PREVIOUS ADDRESS: [Fill: RT8001.CP1ADD1]
[Fill: RT8001.CP1ADD2]
[Fill: RT8001.CP1PO RT8001.CP1ST
RT8001.CP1ZP5 RT8001.CP1ZP4]
COVERAGE - CP1ZIP9 * Enter zipcode <9 characters, D, R> [goto
END_COVERAGE]
Press enter if no change is needed
PREVIOUS ADDRESS: [Fill: RT8001.CP1ADD1]
[Fill: RT8001.CP1ADD2]
[Fill: RT8001.CP1PO RT8001.CP1ST
RT8001.CP1ZP5 RT8001.CP1ZP4
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - RACETYP * The items below are required information for all TYPE A cases. <1-6, D> [goto HH_MEMQ]
Race code
1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian or other Pacific Islander
6. Other Specify
COVERAGE - HH_MEMQ * The items below are required information for all TYPE A cases. <1-30, D> [goto TENURE]
Number of household members:
COVERAGE - TENURE * The items below are required information for all TYPE A cases. <1, 2, > [goto HHQSRCE]
<D,R> [goto BUILD_A]
Tenure code
1. Owned
2. Rented
COVERAGE - BUILD_A Which best describes this building? <1-10> [goto HHQSRCE]
1. Single family detached
2. Townhouse - inner unit
3. End row or end townhouse
4. D uplex
5. 3-plex or 4-plex
6. Garden
7. High-rise
8. Apartment or flat
9. Mobile home or trailer
10. College dormitory
COVERAGE - HHQSRCE * What was the source of the information for the household <1-3> [If TYPE A (outcome is 321-324)
characteristics? goto REF_SEX] [goto END_COVERAGE]
Enter all that apply, separate with commas
1. Observation
2. Neighbor
3. Building Manager
4. Other (Specify)
Section # Part Variable Name Question Text Skip Instructions
COVERAGE - HHQ_SPECIFY * Specify other source of information <30 characters> [If Type A (outcome is
321-324) goto REF_SEX] [goto
END_COVERAGE]
COVERAGE - REF_SEX <1, 2, D> [goto REF_RACE]
* Provide the characteristics of the individual who
refused to participate.
Sex of individual
1. Male
2. Female
COVERAGE - REF_RACE * Provide the characteristics of the individual who <1-6, D> [goto REF_AGE]
refused to participate.
Race of individual
1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian or other Pacific Islander
6. Other Specify
COVERAGE - REF_AGE <1-4, D> [goto END_COVERAGE]
* Provide the characteristics of the individual who
refused to participate.
Approximate age of individual
1. Under 20
2. 21- 50
3. 51-74
4. 75 or older
Section # Part Variable Name Question Text Skip Instructions
FRONT - START CENSUS CATI/CAPI SYSTEM <1> [goto SHOSTAT]
<2> [goto GENINTRO]
<3> [goto TRANS, in the back]
CONSUMER EXPENDITURE SURVEYS <4> [goto VERIFY_INFO, in the back]
QUARTERLY INTERVIEW SURVEY <5> [goto NONTYP (in the coverage
DATE: [fill current date] TIME: [fill: time]
INTERVIEW NUMBER: [fill: INTNMBR] CASE
STATUS IS: [Fill: status]
[Fill: ‘blank’ /THIS HOUSEHOLD IS A CONFIRMED
REFUSAL]
[fill: Press END to move to the next unanswered item.]
1. Continue
2. Skip notes
3. Ready to transmit
4. Quit
5. Noninterview
Section # Part Variable Name Question Text Skip Instructions
FRONT - SHOSTAT <1> [If ROSTERNAMEONINPUT =
[Fill: ‘blank’ /This household was not in sample last quarter.] Yes goto SHOWROS]
[goto SHOW_NOTES]
INTERVIEW NUMBER PREVIOUS OUTCOME
DESCRIPTION
[Fill: ‘blank’/1] [Fill: RT8100.POUT1] [Fill:
description]
[Fill: ‘blank’/2] [Fill: RT8100.POUT2] [Fill:
description]
[Fill: ‘blank’/3] [Fill: RT8100.POUT3] [Fill:
description]
[Fill: ‘blank’/4] [Fill: RT8100.POUT4] [Fill:
description]
[Fill: ‘blank’/BC NAME: (RT8001.CP1NAME)]
[Fill: ‘blank’/BC TITLE: (RT8001.CP1TITL)]
[Fill: ‘blank’/BC PHONE NUMBER: ((RT8001.CP1AREA))
(RT8001.CP1PREF)-(RT8001.CP1SUFF)]
[Fill: ‘blank’/BC ADDRESS: RT8001.CP1ADD1]
[Fill: ‘blank’/RT8001.CP1ADD2]
[Fill: ‘blank’/RT8001.CP1PO, RT8001.CP1ST
RT8001.CP1ZP5]
[Fill: ‘blank’/BC OBSERVATION: (Yes/No) ( /BC EXT:
(RT8001.CP1EXT)]
1. Enter 1 to Continue
FRONT - SHOWROS <1> [goto SHOW_NOTES]
STATUS OF HOUSEHOLD COMPOSITION
Resp. LN Name Member Relationship CU Sex Age
(Person 1)
(Person 2)
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
FRONT - SHOW_NOTES * INFORMATION FROM PREVIOUS QUARTERS <1> [goto GENINTRO]
INTERVIEW
PRECHARTS: Press Shift-F8 to view pre-charts
BEST TIME TO CALL: [Fill: Besttime description]
[Fill: RT8001.BESTTM2]
SUNDAY INTERVIEW: [Fill: Sunday Interview okay /NO Sunday
interview]
Language Spoken Last Quarter: [Fill: English/Spanish/Other]
Use CNTRL-F7 to view case level notes
1. Enter 1 to Continue
FRONT - GIVE_LETTER * Hand the respondent the letter. <1> [goto RECVDEBT if INTNMBR = 1
AND INCTV = 2 or 3, else goto INTROB]
Allow time to read
1. Enter 1 to Continue
FRONT - NOTUSED Is there any reason you haven't tried to use the debit card? <1 - 8, 11, R> [go to INTROB]
<9> [go to NOTRECVD]
*(Mark all that apply. Separate with commas.) <10> [go to NOTUSDSP]
1. Haven't had time
2. Not clear how to use debit card
3. Not clear where to use debit card
4. Thought using the debit card was a commitment to doing the survey
5. Debit card is a waste of Government money
6. Didn't know card could already be used
7. Another person has the card
8. Wanted to talk to interviewer about the survey first
9. Lost or misplaced the card
10. Other - specify
11. Don't know
FRONT - NOTUSDSP * Specify other reason <allow 30 charaters> [go to INTROB]
Section # Part Variable Name Question Text Skip Instructions
FRONT - WHATPROB What problems did you have using the debit card? <1 -6, 9, R> [go to INTROB]
<7> [go to NOTRECVD]
*Mark all that apply, separate with commas. <8> [go to PRBLMSP]
1. ATM did not accept the debit card
2. Store did not accept the debit card
3. Forgot PIN
4. PIN did not work
5. Instructions were not clear
6. Instructions were lost
7. Lost or misplaced debit card
8. Other – specify
9. Don’t know
R
FRONT - INTROB * Is Respondent ready to complete the interview? <1> [If INTNMBR = 2-5 AND
(NewCU is not 1) or (NEWCU =1 AND
1. Continue ROSTERNAMEONINPUT = 'Yes')] AND
not a replacement case then goto
2. Reluctant Respondent REPLACE_HH ] [ELSE goto VERADD]
3. Non-interview
4. Other Outcome <3> [goto NONTYP (in the coverage
5. Wrong address section) ]
6. Inconvenient time <2,4> [goto VERIFY_INFO, in the back
section]
<5> [goto DONE (In the back section)]
<6> [goto APPTOTH, in the back
FRONT - REPLACE_HH <1> [goto REPLACE_VER]
* Is this a Replacement Household? <2> [goto VERADD]
1. Yes
2. No
FRONT - REPLACE_VER * A replacement household means that there are no members of the <1> [If RT8500.TOTALCU is 1, goto
original household ONE_CU_SPAWN]
living at this address. Are you sure that this is a replacement [ALL Others go to REPLACE_VER2]
household?
1. Yes <2> [display error message for jumping
2. No
Section # Part Variable Name Question Text Skip Instructions
FRONT - REPLACE_VER2 * Has a replacement case already been created/spawned for this address? <1> [goto DONE]
<2> [IF RT8500.TOTALCU equals
CU_COUNT then go to MULTI_CU3]
If unsure, back up to the start screen and Quit out of the instrument so [ALL Others go to MULTI_CU4]
you can check
casemanagement.
1. Yes
2. No
FRONT - ONE_CU * A replacement household Case will be spawned. <1> [goto DONE]
You will need to exit this case and pull up the new Case
in order to interview the replacement household.
The case you are currently in will automatically become a type C.
1. Enter 1 to Continue
FRONT - MULTI_CU3 * A Replacement Household Case will be spawned. <1> [goto DONE]
You will need to exit this case and pull up the New Case in order to
interview
the replacement household.
This case is part of a Multi-CU Address.
The case you are currently in will automatically become a type C,
But you MUST manually Type C all other Cases. (There are [Fill:
RT8500.TOTALCU] cases
that must be Type C'd)
1. Enter 1 to Continue
FRONT - MULTI_CU4 <1> [goto MULTI_CU6]
* ALL cases are not located on your laptop. <2> [goto DONE]
1. Continue with replacement
2. Quit without making replacement
Section # Part Variable Name Question Text Skip Instructions
FRONT - MULTI_CU6 <1> [goto DONE]
* A Replacement Household Case will be spawned.
You will need to exit this case and pull up the New Case in order to
interview the replacement household.
This case is part of a Multi-CU Address.
All the associated Cu's are NOT on your laptop.
The case you are currently in will automatically become a type C, but you
MUST manually Type C all other cases.
There are [Fill: RT8500.TOTALCU] cases that must be Type C'd, but
you only have [Fill: cu_count] on your laptop. You must alert the other
FR that he/she needs to Type C the cases.
1. Enter 1 to Continue
FRONT - VERADD <1> [goto MAILAD]
[fill: * Confirm address information (Only ask if necessary)] <2> [goto NADDST1]
I have your address listed as * READ ADDRESS BELOW. Is that your <3> [(Same as INTROB precode 5) goto
exact address? DONE]
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5 -ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO] Non-City:
[Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
1. Yes, address is EXACTLY CORRECT as listed.
2. Address is MOSTLY CORRECT, needs minor changes.
3. INCORRECT ADDRESS
FRONT - NADDST1 * Enter corrections for House Number or press ENTER for <10 Characters, empty> [goto NADDST2]
Same/No Change.
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5 -ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
Section # Part Variable Name Question Text Skip Instructions
FRONT - NADDST2 <3 characters, Empty> [goto NADDST3]
* Enter corrections for House # Suffix or Press ENTER for Same/No
Change
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5 -ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT - NADDST3 * Enter corrections for Street Name or Press ENTER for Same/No <49 Characters, Empty> [goto NADDST4]
Change
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5 -ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT - NADDST4 <20 Characters, Empty> [If FRAME=3 or
* Enter corrections for Unit Designation or Press ENTER for RT25.GQINFO=1 goto NADDST5] else
Same/No Change [goto NADDST6]
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT - NADDST5 <allow 43 characters, empty> [goto
* Enter corrections for Group Quarters Unit Description or Press NADDST6]
ENTER for Same/No Change
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
Section # Part Variable Name Question Text Skip Instructions
FRONT - NADDST6 * Enter corrections for Non City Style Address or Press ENTER for <allow 27, empty> [goto NADDPHYS]
Same/No Change
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT - NADDPHYS <99 characters, Empty> [goto NADDCT]
* Enter corrections for Physical Description or Press ENTER for
Same/No Change
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT - NADDCT * Enter corrections for City or Press ENTER for Same/No Change <28 Characters> [goto NADDST]
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT - NADDST ? [F1] <2 digit state code, D, R> [goto NADDZP]
* Enter corrections for State or Press ENTER for Same/No Change
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
Section # Part Variable Name Question Text Skip Instructions
FRONT - NADDZP * Enter corrections for Zipcode or Press ENTER for Same/No <9 characters, D, R> [goto NADDBUIL]
Change
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT - NADDBUIL * Enter corrections for Building Name or Press ENTER for Same/No <60 characters, empty> [goto MAILAD]
Change
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT - MAILAD <1> [goto PHONENUM]
[fill: Is this also your mailing address?/I have your mailing address as <2> [goto NMAILST1]
*READ ADDRESS BELOW.
Is that correct? ]
[Fill: Mailling address or household address]
1. Yes
2. No
FRONT - NMAILST1 <10 characters, empty> [goto NMAILST2]
* Enter change to Mailing address - House # or Press ENTER for
Same/No Change
Address: Mailing Address:
[fill: HNO HNOSUF STRNAME] [fill: MHNO
MHNOSUF MSTRNAME]
[fill: UNITDESC] [fill: MUNITDES]
[fill: PO, ST ZIP5-ZIP4] [fill: MPO, MST MZIP5-
MZIP4]
Phys des: [fill PHYSDES] Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO] GQ unit: [fill:
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD] Non-city: [fill:
MNONCITYADD]
Building: [fill BLDGNAME] Building: [fill
BLDGNAME]
Section # Part Variable Name Question Text Skip Instructions
FRONT - NMAILST2 <3 Characters, Empty> [goto
* Enter change to Mailing address - House # suffix or Press ENTER for
Same/No Change
Address: Mailing Address:
[fill: HNO HNOSUF STRNAME] [fill: MHNO
MHNOSUF MSTRNAME]
[fill: UNITDESC] [fill: MUNITDES]
[fill: PO, ST ZIP5-ZIP4] [fill: MPO, MST MZIP5-
MZIP4]
Phys des: [fill PHYSDES] Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO] GQ unit: [fill:
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD] Non-city: [fill:
MNONCITYADD]
Building: [fill BLDGNAME] Building: [fill
BLDGNAME]
FRONT - NMAILST3 <49 Characters> [goto NMAILST4]
* Enter change to Mailing address - Street Name or Press ENTER for
Same/No Change
Address: Mailing Address:
[fill: HNO HNOSUF STRNAME] [fill: MHNO
MHNOSUF MSTRNAME]
[fill: UNITDESC] [fill: MUNITDES]
[fill: PO, ST ZIP5-ZIP4] [fill: MPO, MST MZIP5-
MZIP4]
Phys des: [fill PHYSDES] Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO] GQ unit: [fill:
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD] Non-city: [fill:
MNONCITYADD]
Building: [fill BLDGNAME] Building: [fill
BLDGNAME]
Section # Part Variable Name Question Text Skip Instructions
FRONT - NMAILST4 <20 characters, empty> [If FRAME=3 or
* Enter change to Mailing address - Unit Designation or Press ENTER RT25.GQUNITINFO=1 goto NMAILST5]
for Same/No Change [goto NMAILST6]]
Address: Mailing Address:
[fill: HNO HNOSUF STRNAME] [fill: MHNO
MHNOSUF MSTRNAME]
[fill: UNITDESC] [fill: MUNITDES]
[fill: PO, ST ZIP5-ZIP4] [fill: MPO, MST MZIP5-
MZIP4]
Phys des: [fill PHYSDES] Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO] GQ unit: [fill:
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD] Non-city: [fill:
MNONCITYADD]
Building: [fill BLDGNAME] Building: [fill
BLDGNAME]
FRONT - NMAILST5 * Enter change to Mailing address - GQ Unit Description or Press
ENTER for Same/No Change
Address: Mailing Address:
[fill: HNO HNOSUF STRNAME] [fill: MHNO
MHNOSUF MSTRNAME]
[fill: UNITDESC] [fill: MUNITDES]
[fill: PO, ST ZIP5-ZIP4] [fill: MPO, MST MZIP5-
MZIP4]
Phys des: [fill PHYSDES] Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO] GQ unit: [fill:
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD] Non-city: [fill:
MNONCITYADD]
Building: [fill BLDGNAME] Building: [fill
BLDGNAME]
Section # Part Variable Name Question Text Skip Instructions
FRONT - NMAILST6 * Enter change to Mailing address - Non-City Style Address or Press
ENTER for Same/No Change
Address: Mailing Address:
[fill: HNO HNOSUF STRNAME] [fill: MHNO
MHNOSUF MSTRNAME]
[fill: UNITDESC] [fill: MUNITDES]
[fill: PO, ST ZIP5-ZIP4] [fill: MPO, MST MZIP5-
MZIP4]
Phys des: [fill PHYSDES] Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO] GQ unit: [fill:
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD] Non-city: [fill:
MNONCITYADD]
Building: [fill BLDGNAME] Building: [fill
BLDGNAME]
FRONT - NMAILCT <28 Characters> [goto NMAILST]
* Enter change to Mailing address - City or Press ENTER for Same/No
Change
Address: Mailing Address:
[fill: HNO HNOSUF STRNAME] [fill: MHNO
MHNOSUF MSTRNAME]
[fill: UNITDESC] [fill: MUNITDES]
[fill: PO, ST ZIP5-ZIP4] [fill: MPO, MST MZIP5-
MZIP4]
Phys des: [fill PHYSDES] Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO] GQ unit: [fill:
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD] Non-city: [fill:
MNONCITYADD]
Building: [fill BLDGNAME] Building: [fill
BLDGNAME]
Section # Part Variable Name Question Text Skip Instructions
FRONT - NMAILST ? [F1] <2 digit code, D, R> [goto NMAILZP1
* Enter change to Mailing address -State or Press ENTER for Same/No
Change
Address: Mailing Address:
[fill: HNO HNOSUF STRNAME] [fill: MHNO
MHNOSUF MSTRNAME]
[fill: UNITDESC] [fill: MUNITDES]
[fill: PO, ST ZIP5-ZIP4] [fill: MPO, MST MZIP5-
MZIP4]
Phys des: [fill PHYSDES] Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO] GQ unit: [fill:
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD] Non-city: [fill:
MNONCITYADD]
Building: [fill BLDGNAME] Building: [fill
BLDGNAME]
FRONT - NMAILZP1 <9 digits, D, R> [goto PHONENUMBER]
* Enter change to Mailing address - Zipcode or Press ENTER for
Same/No Change
Address: Mailing Address:
[fill: HNO HNOSUF STRNAME] [fill: MHNO
MHNOSUF MSTRNAME]
[fill: UNITDESC] [fill: MUNITDES]
[fill: PO, ST ZIP5-ZIP4] [fill: MPO, MST MZIP5-
MZIP4]
Phys des: [fill PHYSDES] Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO] GQ unit: [fill:
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD] Non-city: [fill:
MNONCITYADD]
Building: [fill BLDGNAME] Building: [fill
BLDGNAME]
FRONT - PHONENUMBER * Ask or verify, if necessary <15 characters, 0, DK, RF> [goto
What is your telephone number? LASTTEMP]
* Enter phone number or 0 for None
Section # Part Variable Name Question Text Skip Instructions
FRONT - STATE_REF <Empty> [return from help]
STATE ABBREVIATIONS
Abbreviation State Abbreviation State
AL Alabama MT Montana
AK Alaska NE Nebraska
AZ Arizona NV Nevada
AR Arkansas NH New Hampshire
CA California NJ New Jersey
CO Colorado NM New Mexico
CT Connecticut NY New York
DE Delaware NC North Carolina
DC District of Columbia ND North Dakota
FL Florida OH Ohio
GA Georgia OK Oklahoma
HI Hawaii OR Oregon
ID Idaho PA Pennsylvania
IL Illinois RI Rhode Island
IN Indiana SC South Carolina
IA Iowa SD South Dakota
KS Kansas TN Tennessee
KY Kentucky TX Texas
LA Louisiana UT Utah
ME Maine WA Washington
MD Maryland WV West Virginia
MA Massachusetts WI Wisconsin
MI Michigan WY Wyoming
MN Minnesota VT Vermont
MS Mississippi VA Virginia
Section # Part Variable Name Question Text Skip Instructions
FRONT - H_STATUS <Empty> (return to interview)
* STATUS OF INTERIVEW (X = Section Complete)
1. Survey Info . . . . . . . . [Fill: ‘blank’ /X/NA] 13. Insurance . . . . . . .
. . . . . . . [Fill: ‘blank’/X]
2. Rental Liv Quarters [Fill: ‘blank’/X] 14. Hospital/Health
Insurance [Fill: ‘blank’/X]
3. Owned Liv Quarters [Fill: ‘blank’/X] 15. Medical/Health
expenditures [Fill: ‘blank’/X]
4. Utility & Fuel . . . . . [Fill: ‘blank’/X] 16. Education
expenses . . . . . . . [Fill: ‘blank’/X]
5. Construct Repairs . . [Fill: ‘blank’/X] 17. Subscriptions . . . .
. . . . . . . . [Fill: ‘blank’/X]
6. Appliances . . . . . . . [Fill: ‘blank’/X] 18. Trips & Vacations
. . . . . . . . . [Fill: ‘blank’/X]
7. HH equipment . . . . . [Fill: ‘blank’/X] 19. Misc. Expenses . .
. . . . . . . . . [Fill: ‘blank’/X]
8. Home furnish . . . . . . [Fill: ‘blank’/X] 20. Expense patterns .
. . . . . . . . .[Fill: ‘blank’/X]
9. Cothing & Sewing . . [Fill: ‘blank’/X] 21. Credit Liability . . .
. . . . . . . . . .[Fill: 'blank’/X/NA]
10. Rented & Leased Vehicles . Fill: ‘blank’/X] 22. Work experience . .
. . . . . . . [Fill: ‘blank’/X/NA]
11. Owned Vehicles . . . [Fill: ‘blank’/X]
12. Vehicle Expenses . . [Fill: ‘blank’/X]
Section # Part Variable Name Question Text Skip Instructions
FRONT - H_HEYS * Function Keys Description: <Esc> [Return to interview]
F1 Question Help
F2 (Unassigned)
F3 (Unassigned)
F4 Jump Menu
F5 Show Status
F6 (Unassigned)
F7 Item Notes/Remarks
F8 Return
F9 Skip to next person/Sec (Currently
Unavailable)
F10 Exit
F11 Calculator
F12 Repeat
Shift-F1 Show HH
Shift-F2 FAQ
Shift-F3 (Unassigned)
Shift-F4 (Unassigned)
Shift-F5 Language
Shift-F6 (Unassigned)
Shift-F7 Show Notes/Remarks
Shift-F8 Show Prechart
Shift-F9 Change Respondent
Shift-F10 Show Function Keys
Shift-F11 Show Standard Abbr. (Currently Unavailable)
Shift-F12 (Unassigned)
Ctrl-D Don’t Know
Ctrl-F3 Show Question Text
Ctrl-E Blaise Report Error (Currently Unavailable)
Ctrl-F Search Tag
Ctrl-F7 Case Level Notes
Ctrl-H Info
Ctrl-K Show Function Keys
Ctrl-M Show DK & Refused
Ctrl-R Refused
FRONT - H_LQDATA * Global Prechart for case (CASEID) <Esc> [Return to interview]
Section (X) - (Part X) - (Description)
Section # Part Variable Name Question Text Skip Instructions
FRONT - H_HHROS <1> [return to interview]
RESP LN NAME MEMBER RELATIONSHIP CU
SEX AGE
1. Continue with interview
FRONT - H_CHGRESP * Ask if necessary: <1-30, 95> [Return to interview]
With whom am I speaking?
Enter line number
[fill: household members 16+]
95. Proxy respondent
FRONT - H_PURPOSE <1> [goto H_PURPOSE1]
* FREQUENTLY ASKED QUESTIONS <2> [goto H_PURPOSE2]
<3> [goto H_PURPOSE3]
<4> [goto H_PURPOSE4]
1. What is this survey all about? <5> [goto H_PURPOSE5]
2. Who uses this information? What good is it? <6> [return to interivew]
3. How is the data collected? How many times will I be interviewed?
4. I hesitate to tell some things about myself, what protection do I
have?
5. Is this survey authorized by law?
FRONT - H_PURPOSE1 * WHAT IS THIS SURVEY ALL ABOUT? <1> [return to interview]
The Consumer Expenditure Survey collects information from the Nation's
households and families
on their buying habits (expenditures), income, and characteristics. The
strength of the survey is that it allows data users to relate the expenditure
and income of consumers to the characteristics of those consumers.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
FRONT - H_PURPOSE2 * WHO USES THIS INFORMATION? WHAT GOOD IS IT? <1> [return to interview]
Data from the Consumer Expenditure Survey are used in a number of
different ways by a variety of users. An important use of the survey by
the Bureau of Labor Statistics is for the periodic revisions of the
Consumer Price Index (CPI). Survey results are used to select new
market basket of goods and
services for the CPI, to determine the relative importance of CPI
components and to derive new cost weights for the market basket.
Government and private agencies use the data to study the welfare of
particular segments of the population. Economic policymakers use the
data to study the impact of policy changes
in the welfare of different socioeconomic groups. Researchers use the data
in a variety of studies, including those that focus on the spending
behavior of different family types and historical spending trends.
1. Enter 1 to Continue
FRONT - H_PURPOSE3 * HOW IS THE DATA COLLECTED? <1> [return to interview]
* HOW MANY TIMES WILL I BE INTERVIEWED?
Data collection is carried out by the Bureau of the Census. In the
Interview Survey, each consumer unit is interviewed every 3 months over
5 calendar quarters. In the initial interview, information is collected on
demographic and family characteristics and on the inventory of major
durable goods
of the consumer unit. Expenditure information is collected in the second
through fifth interview using uniform questionnaires. In the fifth
interview, a supplement
is used to account for changes in assets and liabilities.
1. Enter 1 to Continue
Section # Part Variable Name Question Text Skip Instructions
FRONT - H_PURPOSE4 * I HESITATE TO TELL SOME THINGS ABOUT MYSELF. <1> [return to interview]
* WHAT PROTECTION DO I HAVE?
The information that respondents provide is used solely for statistical
purposes.
All Census Bureau data collectors take an oath of confidentiality and are
subject
to fines and imprisonment for improperly disclosing information provided
by
respondents. Names and addresses are removed from all forms and that
information
is not released as part of any statistical data.
FRONT - H_PURPOSE5 * IS THIS SURVEY AUTHORIZED BY LAW? <1> [return to interview]
The Bureau of Labor Statistics conducts the Consumer Expenditure
Survey under the authority of
Title 29 of the U.S. Code. Congress authorizes the financial support for
the CE survey through
Public Laws 94-439 and 95-205.
The Bureau of the Census collects the CE data under the authority of
Title 13, U.S. Code, Section 8b, which allows the Census Bureau to
undertake surveys for other government agencies. Participation
in the survey is voluntary. Under Title 13, the Census Bureau holds all
information in strict
confidence. We will not release information reported in the survey which
would permit the
identification of a household or any of its members to anyone outside of
the Census Bureau.
1. Enter 1 to Continue
| File Type | application/msword |
| Last Modified By | PICKERING_C |
| File Modified | 2006-11-15 |
| File Created | 2006-11-15 |