Attachment W(d) - Info Booklet

Information Booklet

U.S. Department of Commerce
Economics and Statistics Administration
U.S. Census Bureau

CE-305
(4-1-2009)

TABLE OF CONTENTS
Page
2
2
2
3
3
4–5
6–7
8
9 – 10
11 – 17
18
19 – 22
23 – 26
27
28 – 30
31
32
33 – 35
36
37 – 38
39 – 40
41 – 43
44
45
46
47 – 49
50
51
52
53

CE-305 (4-1-2009)

Hispanic Origin
Race
Asian Origin
Education
Armed Forces
Section 1 – General Survey Information
Section 3 – Owned Living Quarters and Other Owned Real Estate
Section 4 – Utilities and Fuels for Owned and Rented Properties
Section 5 – Construction, Repairs, Alterations, and Maintenance of Owned
and Rented Property
Section 6 – Appliances, Household Equipment and Other Selected Items
Section 7 – Household Item Repairs and Service Contracts
Section 8 – Home Furnishings and Related Household Items
Section 9 – Clothing and Sewing Materials
Sections 10 and 11 – Rented, Leased, and Owned Vehicles
Section 12 – Vehicle Operating Expenses
Section 13 – Insurance Other than Health
Section 14 – Hospitalization and Health Insurance
Section 15 – Medical and Health Expenditures
Section 16 – Educational Expenses
Section 17 – Subscriptions, Memberships, Books, and Entertainment Expenses
Section 18 – Trips and Vacations
Section 19 – Miscellaneous Expenses
Section 20B – Expense Patterns for Selected Services and Goods
Section 21 – Credit Liability
Section 22 – Occupations
Section 22 – Work Experience and Income
2009 Calendar
2010 Calendar
Fraction Conversion Chart
Privacy Act Statement

Page 1

Hispanic Origin
1 – Mexican
2 – Mexican-American
3 – Chicano
4 – Puerto Rican
5 – Cuban
6 – Cuban-American
7 – Central or South American
8 – Other

Race
(Please choose one or more)
1 – White
2 – Black or African American
3 – American Indian or Alaskan Native
4 – Asian
5 – Native Hawaiian or Other Pacific Islander

Asian Origin
1 – Chinese
2 – Filipino
3 – Japanese
4 – Korean
5 – Vietnamese
6 – Asian Indian
7 – Other group not listed

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Page 2

Education
0 – Never attended, preschool, kindergarten
1 - 11 – 1st grade through 11th grade
38 – 12th grade, no diploma
39 – High school graduate – high school diploma,
or the equivalent (For example: GED)
40 – Some college but no degree
41 – Associate degree in college – Occupational/
Vocational
42 – Associate degree in college – Academic program
43 – Bachelor’s degree (For example: BA, AB, BS)
44 – Master’s degree (For example: MA, MS, MEng,
MEd, MSW, MBA)
45 – Professional School Degree (For example: MD,
DDS, DVM, LLB, JD)
46 – Doctorate degree (For example: PhD, EdD)

Armed Forces
A person is considered to be in the armed forces if he or she
serves 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.

CE-305 (4-1-2009)

Page 3

SECTION 1 – GENERAL SURVEY INFORMATION
Part B – General Housing Characteristics
Type of Structure
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 2 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 two unit structure with all units occupying the same level or levels)
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

Fuels
1 – Gas
2 – Electricity
3 – Fuel oil
4 – Other
5 – No fuel used

Included with this Housing Unit
1 – Swimming pool
2 – Off-street parking
3 – Porch, terrace, patio, or balcony
4 – Apartment or guest house
5 – Central air conditioning
6 – Window air conditioning
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SECTION 1 – GENERAL SURVEY INFORMATION (continued)

Part C – Major Household Appliances
Cooking stove, range, or oven
Microwave oven
Refrigerator or home freezer
Built-in dishwasher
Portable dishwasher
Garbage disposal
Clothes washer
Clothes dryer
Television
Home computer
Stereo or sound systems
VCRs, DVD players, or digital video recorders

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SECTION 3 – OWNED LIVING QUARTERS AND
OTHER OWNED 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

Closing Costs
Property survey charges

Points paid by buyer

Title search

Deed preparation

Recording fees

Lawyer’s fees

Transfer taxes

Advertising costs

Escrow payment

Real estate listing fees

Costs for Selling a Property
Commission to Realtor

Lawyer’s fees

Closing costs

Advertising costs

Points for financing

Deferred mortgage interest payment

Mortgage penalties

Real estate listing fees

Property inspection

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SECTION 3 – OWNED LIVING QUARTERS AND
OTHER OWNED REAL ESTATE (continued)
Mortgage Payment Items
1 – Principal

4 – Property insurance

2 – Interest

5 – Mortgage guarantee insurance

3 – Property taxes

6 – Any other payments (Specify)

Fees for Cooperatives
1 – Repayment of loans owed by cooperative
2 – Property taxes
3 – Property insurance
4 – Management
5 – Repairs and maintenance, including lawn care and snow removal
6 – Improvements
7 – Recreational, including swimming, golf, and tennis
8 – Security, including guards and alarm systems
9 – Utilities, such as gas, electricity, water, heat
10 – Trash collection
11 – Other (Specify)

Homeowners’ Associations or
Condominium Fees
1 – Management
2 – Repairs and maintenance, including lawn care and snow removal
3 – Improvements
4 – Utilities, such as gas, electricity, water, heat
5 – Parking
6 – Recreational, including swimming, golf, and tennis facilities
7 – Security, including guards and alarm systems
8 – Maid service
9 – Medical services
10 – Trash collection
11 – Other (Specify)
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SECTION 4 – UTILITIES AND FUELS FOR
OWNED AND RENTED PROPERTIES
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 a modem

Part C – Internet Service Expenses
1 – Cable or satellite TV, not already reported
Cable TV
Direct TV
Dish TV
2 – Satellite radio services
Sirius Radio

TiVo

XM Radio

3 – Internet connection or internet service providers, not already reported
AOL
Road Runner
ISPs
Comcast
Verizon
4 – Listening to or downloading music or audio files
Napster
iTunes
Rhapsody
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

Part D – Utilities, Fuels, and Services
1 – Electricity

7 – Sewerage maintenance

2 – Natural or utility gas
4 – Bottled or tank gas

8 – Trash/garbage collection including:
hazardous waste collection
waste disposal
recyclable material collection

5 – Other fuels

9 – Water softening service

6 – Piped-in water

10 – Septic tank cleaning

3 – Fuel oil

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SECTION 5 – CONSTRUCTION, REPAIRS, ALTERATIONS AND
MAINTENANCE OF OWNED AND RENTED 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 grounds or planting new shrubs or trees
6 – Building outdoor patios, walks, fences, or other enclosures, driveways, permanent
swimming pools, or hot tubs
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 windows or window panes, screens, storm doors,
awnings, and the like
19 – Masonry, brick, or stucco work
20 – Other improvements or repairs (include security systems that are hard-wired into
the home)

Section 5 - CONSTRUCTION, REPAIRS, ALTERATIONS
AND MAINTENANCE OF OWNED AND RENTED PROPERTY
continued
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SECTION 5 – CONSTRUCTION, REPAIRS, ALTERATIONS AND
MAINTENANCE OF OWNED AND RENTED PROPERTY
(continued)

Appliances
1 – Cooking stove, range, or oven
2 – Microwave oven
3 – Refrigerator or home freezer
4 – Dishwasher – built-in
5 – Dishwasher – portable
6 – Garbage disposal
7 – Clothes washer
8 – Clothes dryer
9 – Range hood
10 – Smoke alarms and detectors
11 – Trash compactor
12 – Window air conditioner
13 – Portable cooling and heating equipment, including portable dehumidifiers, humidifiers, fans,
and space heaters; excluding window air conditioners
14 – Other major home appliances and equipment

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SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT
AND OTHER SELECTED ITEMS
Part A – Major Household Appliances
1 – Microwave oven
2 – Cooking stove, range, or oven
(including convection oven)
3 – Range hood
4 – Refrigerator or home freezer
5 – Built-in dishwasher
6 – Portable dishwasher
7 – Garbage disposal
8 – Clothes washer
(including washer/dryer combinations)
9 – Clothes dryer

Section 6 – APPLIANCES, HOUSEHOLD
EQUIPMENT AND OTHER SELECTED ITEMS
continued
CE-305 (4-1-2009)

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SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT
AND OTHER SELECTED ITEMS (continued)
Part B – Household Appliances and Other Selected Items
SMALL HOUSEHOLD APPLIANCES
1 – Small electrical kitchen appliances, including –
blender
electric frying pan
breadmaker
electric iron
coffee grinder
electric knife
coffee maker
electric timer
crockpot
electric wine chiller
deep fryer
electric wok
electric barbecue
food processor
electric can opener
hot plate
electric grill
ice cream maker
electric fondue set
juicer

mixer
pizza oven
popcorn maker
rice cooker
sandwich grill
slow cooker
smoothie maker
toaster
toaster oven
waffle iron

2 – Electrical personal care appliances, including –
curling iron
electric toothbrush
make-up mirror
denture cleaner
facial sauna
massager
electric hair trimmer
foot bath
water-pik
electric razor
hair dryer
digital scale
heating pad
3 – Smoke detectors, including –
wired
battery operated

ionization chamber type

4 – Electrical floor cleaning equipment, including –
vacuum cleaner
hand vacuum
rug shampooer

photo-cell type

floor polisher

5 – Other household appliances, including –
home security device (burglar alarm) including
trash compactor
console, control modules, burglar alarm console,
air purifier
door and window transmitters
water filters
carbon monoxide detector
6 – Sewing machines (with or without cabinet)
7 – Office machines including fax machines and calculators, also including –
typewriters
copy machines

8 – Personal Digital Assistant or PDAs, including –
Palm
iPaq

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SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT
AND OTHER SELECTED ITEMS (continued)
Part B – Household Appliances and Other Selected Items
(continued)

9 – Computers, computer systems, or related hardware for non-business use, including –
CD/DVD drive
cables
home computers with or without monitors
computer printers
fax modems
external hard drive
keyboards
scanner
CD/DVD burner
modems
memory
mouse
monitors
Micro PC
laptops
10 – Computer software, including computer games, or accessories, for non-business use,
including –
PC games
printer cartridges
mouse pads
11 – Video game hardware, video games, or accessories, including –
Nintendo Wii
Gamecube
Nintendo DS
PSP
Gameboy
Playstation
Xbox
12 – Telephones or accessories, including –
telephones
headsets
beepers
chargers
phone jacks and cords pagers

cordless telephones
cell phone covers
Bluetooth accessories

car chargers
cell phones

13 – Telephone answering machines, including –
combinations of telephone/answering machines
14 – Photographic equipment, including –
camera
filter
digital camera
winder
lens
enlarger
tripod
projector

projection screen
electro flash
strobe light
(for photographs)

battery pack for camera flash
motor driven film advancer

Do not include film, film processing, or other photographic supplies.
15 – Musical instruments, supplies, or accessories, including –
piano
sheet music
saxophone
guitar
strings for musical
music stand
woodwinds
instruments
clarinet
brass instruments
stringed
picks
trombone
instruments
rosin
reeds
valve oil
drums

music books
trumpet
any other musical
accessories
carrying case
keyboards

Do not include music lessons.
Section 6 – APPLIANCES, HOUSEHOLD
EQUIPMENT AND OTHER SELECTED ITEMS
continued
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SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT
AND OTHER SELECTED ITEMS (continued)
Part B – Household Appliances and Other Selected Items
(continued)

16 – Lawnmowing machinery or other yard equipment, including –
lawn mowers
motorized tiller
snow blower
tractor (farm,
wheelbarrow
electric lawn
garden, etc.)
rake
trimmer

shovel
spreader

TOOLS FOR HOME USE
17 – Power tools, including –
electric drill
sander
electric saw
lathe
router
electric plane
cordless drill
electric polisher

cordless circular saw
electric swimming pool
cleaning equipment
air compressor

18 – Nonpower tools including –
wrench
axe
socket
screwdriver
hammer
pliers

saw
level
plane

drill
trouble light
caulking gun

HEATING AND COOLING EQUIPMENT
19 – Window air conditioners
20 – Portable cooling or heating equipment, including –
space heater
dehumidifier
humidifier

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fan

SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT
AND OTHER SELECTED ITEMS (continued)
Part B – Household Appliances and Other Selected Items
(continued)

TELEVISIONS, RADIOS, VIDEO AND SOUND EQUIPMENT (not installed on vehicles)
21 – Televisions, all types including combinations of TVs with DVD/video players, including –
flat screen TV
plasma TV
high definition TV
22 – DVD players, VCRs, DVRs, or video cameras, including –
TiVo unit
digital TV converter box
Blu-ray disc player
video tape recorder/player
high definition disc player
video laser disc player
combination of VCR/DVD player
video cassette recorder/player
23 – Satellite dishes, receivers, or accessories

24 – Handheld personal music players, including –
iPod
personal mp3 players

25 – Radio, all types, including –
CB (not permanently
clock radio
mounted in an
console
automobile)

short-wave
walky-talky

transistor/portable
Walkman (radio only)

26 – Tape recorders or players (not permanently mounted in an automobile), including –
audio tape decks
audio cassette players/recorders
reel-to-reel tape decks Walkman (cassette/radio combination or cassette only)
27 – Sound components, component systems, or compact disc sound systems, including –
tape deck (not specified)
speakers
amplifier
mixer
turntable
compact disc players
stereo
receiver
stereo rack system
tuner
equalizer
28 – Other sound or video equipment, including –
adapter for sound equipment
earphones/headphones battery packs
power converter
power booster
base station CB antenna
microphone
antenna (TV, radio, etc.) headset

Section 6 – APPLIANCES, HOUSEHOLD
EQUIPMENT AND OTHER SELECTED ITEMS
continued
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SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT
AND OTHER SELECTED ITEMS (continued)
Part B – Household Appliances and Other Selected Items
(continued)

29 – Portable memory, such as flash drives, memory cards, and recordable discs and tapes,
including –
thumb drives
blank DVDs
blank CDs
zip drives
memory stick
USB flash drive

SPORTS, RECREATION, AND EXERCISE EQUIPMENT
30 – General sports equipment, including –
roller blades
baseball bat
table tennis
badminton set
sports uniform
football
equipment
soccer ball
sports shoes
basketball
lawn games
sports protective
tennis racket
racquetball
frisbee
equipment/gear
bowling ball
racquetball racket boxing equipment
golf clubs
baseball glove
volleyball
karate equipment
basketball hoop
skateboard
golf shoes
golf cart (non-riding)
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.
31 – Health and exercise equipment, including –
trampoline
exercise mat
weight bench
weights
home gym
treadmill
rowing machine
exercycle
pedometer
32 – Camping equipment, including –
tent
sleeping bag
kerosene lamp
sleeping pad
frame packs and
air mattress
other camping packs canteen

camping stove
camping cookware
portable heater

33 – Hunting and fishing equipment, including –
fishing rod and tackle
knife
BB/pellet gun
bow and arrow
rifle
ammunition
crossbow
shotgun
scopes (not specified)
34 – Winter sports equipment, including –
snow skis
ski poles
toboggan
ski boots
ice skates
sled
snowboard
ice boat
snowboard equipment sledding equipment

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SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT
AND OTHER SELECTED ITEMS (continued)
Part B – Household Appliances and Other Selected Items
(continued)
35 – Water sports equipment, including –
water skis
snorkel
life jacket
water ski vest
wake board
diving equipment

surf board
raft
wind surf board

36 – Outboard motors
37 – Bicycles, including –
bicycle helmets
bicycle parts

stand
locks

tires
rack

tubes
supplies

38 – Tricycles or battery powered riders, including –
big wheels
39 – Playground equipment, including –
portable swimming pool
swing set

sand box

40 – Other sports or recreation equipment, including –
telescope
metal detector
paintball equipment

CE-305 (4-1-2009)

Page 17

gym set

SECTION 7 – HOUSEHOLD ITEM REPAIRS
AND SERVICE CONTRACTS
1 – Garbage disposal, range hood, or built-in dishwasher
2 – Other household appliances and equipment, such as –
washer
refrigerator
range/oven
portable heating equipment
portable air conditioning equipment (window air conditioner)
portable fans
dehumidifiers
sewing machines
vacuum cleaners
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.

CE-305 (4-1-2009)

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SECTION 8 – HOME FURNISHINGS AND
RELATED HOUSEHOLD ITEMS
Part A – Purchases
LIVING, FAMILY, OR RECREATION ROOM FURNITURE
1 – Sofas, including –
sofabed

loveseat

sectionals

2 – Living room chairs, including –
recliner
convertible chair
bean bag chair
swivel
3 – Living room tables, including –
coffee table
end tables

futon

rocker

TV table

lamp table

4 – Wall units, shelves, or cabinets, including –
bookcase
curio cabinet
entertainment center
5 – Ping-pong tables, pool tables, and other similar recreation room items
6 – Other living room, family room, or recreation room furniture, including –
room divider
bar stools
desk/chair
card table/chairs
coat rack
gun cabinet
bar or portable bar
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 –
dinette set
buffet
serving table or cart
kitchen chairs
china cabinet
dining table and chairs

BEDROOM FURNITURE
9 – Mattresses and springs, including rollaways
10 – Bedroom furniture other than mattresses and springs, including –
headboard
dresser
mirrors
bunk bed
brass bed
vanity
chairs
night tables
frames
cedar chest
armoire
water bed
chest
mattress topper

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Section 8 – HOUSEHOLD FURNISHINGS
AND RELATED HOUSEHOLD ITEMS
continued

SECTION 8 – HOME FURNISHINGS AND
RELATED HOUSEHOLD ITEMS (continued)
Part A – Purchases

(continued)

INFANTS FURNITURE AND EQUIPMENT
11 – Infants furniture, including –
crib
mattress
playpen
dresser
high chair
chest
12 – Infants equipment, including –
carriage
guard rail
stroller
swing
car seat
baby carriers

toy chest
bassinet

changing table
portable crib

baby monitor
baby jogger
baby backpack

baby bottle sterilizer
baby travel systems

OUTDOOR FURNITURE AND EQUIPMENT
13 – Patio, porch, or outdoor furniture, including –
patio umbrella
14 – Barbecue grills or outdoor decorative items, including –
patio lanterns
patio statues
bird houses

OFFICE FURNITURE FOR HOME USE
15 – All office furniture for home use, including –
file cabinet
office chairs
computer furniture
safe
drawing table
Do not include any furniture used exclusively for business.

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SECTION 8 – HOME FURNISHINGS AND
RELATED HOUSEHOLD ITEMS (continued)
Part A – Purchases

(continued)

HOUSEHOLD DECORATIVE ITEMS
16 – Lamps and other lighting fixtures, including chandeliers
17 – Other household decorative items, including –
painting
baskets
fireplace equipment and accessories
vase
silk flowers
seasonal decorations (Christmas)
wall hangings
mirror
wreaths
plant stand
book ends
clocks

CLOSET STORAGE AND TRAVEL ITEMS
18 – Closet storage items, including –
garment bag
shoe bag

shoe rack

19 – Travel items including luggage, also including –
travel garment bags
trunk
attaché cases

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 –
skillet
roaster
saucepan
pans

pots
teakettle

26 – Silver serving pieces, including –
tray
pitcher

bowl

pressure cooker
casserole dishes

Section 8 – HOUSEHOLD FURNISHINGS
AND RELATED HOUSEHOLD ITEMS
continued
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Page 21

SECTION 8 – HOME FURNISHINGS AND
RELATED HOUSEHOLD ITEMS (continued)
Part A – Purchases

(continued)

HOUSEHOLD LINENS
27 – Bedroom linens, including –
sheets
comforter
pillowcases
mattress pad
pillows
quilt

baby blanket
electric blanket
duvet

blanket
bedspread

28 – Bathroom linens, including –
towels
shower curtain
face cloths
bath rug

bath mat
tub mat

toilet cover

29 – Kitchen and dining room linens, including –
tablecloths
cloth napkins
placemats
dish towels
dish cloths
30 – Other linens, including –
doilies
chair pads

furniture protectors

small appliance covers

covers for living room tables

31 – Slipcovers, decorative pillows and cushions, custom or ready-made

FLOOR AND WINDOW COVERINGS
WALL-TO-WALL CARPETING FOR ONE OR MORE ROOMS
32 – Original 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 –Blinds, shades, and other window coverings (either custom or ready-made)

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SECTION 9 – CLOTHING AND SEWING MATERIALS
Part A – Clothing
Do not include clothing for children under 2 years of age.
1 – Coats, jackets, and furs, including –
shawl
raincoat
windbreaker
down vest

fur coat
outerwear jacket

winter coat

2 – Sport coats and tailored jackets, including blazers
3 – Suits, including –
woman’s suit (of two or more pieces)
man’s suit (of two or more pieces)

formal suit

4 – Vests (purchased separately, not with a suit), excluding sweater vests and down vests
5 – Sweaters and sweater sets, including –
cardigan
pullover
sweater vest
ski sweater

V-neck sweater

6 – Pants, jeans, or shorts, including –
jump suit
blue jeans
dress pants
overalls
Do not include any athletic shorts.

maternity pants
short sets

dress slacks
casual pants

maternity dresses

formals or semi-formals

7 – Dresses, including –
two-piece dresses

wedding gown

8 – Skirts, including skorts
Do not include any tennis skirts, golf skirts, or other athletic skirts.
9 – Shirts, blouses, and tops, including –
sport shirts
tops
maternity tops
dress shirts
knit blouses
T-shirts
Do not include any sweat shirts or athletic shirts.
10 – Undergarments, including –
bras
undershirts
shapewear
underwear

slips
thermal underwear

11 – Hosiery, including –
socks

tights

knee-highs

12 – Nightwear and loungewear, including –
pajamas
night shirt
robe
house coat

pantyhose

night gown
thermal sleeping garments
Section 9 – CLOTHING AND SEWING MATERIALS
continued

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SECTION 9 – CLOTHING AND SEWING MATERIALS (continued)
Part A – Clothing

(continued)
Do not include clothing for children under 2 years of age.

13 – Accessories, including –
umbrellas
gloves
belts
mittens
ties
purse
scarves
wallet

apron
ear muffs
handkerchiefs
bridal headpiece

14 – Swimsuits or warm-up or ski suits, including –
athletic shorts
tennis outfit
sweatshirt
athletic shirt
jogging suit
swimwear
hunting wear
leotards
Do not include any sports uniforms.

fold-up rain accessories
bandannas
hair accessories
non-prescription sunglasses

swimwear accessories
snow and ski suit

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 –
dress shoes
sandals
bedroom slippers
casual shoes
boots
sneakers, jogging, aerobic, basketball, tennis shoes
Do not include specialized athletic shoes such as for football, soccer, bowling,
biking, or baseball.

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SECTION 9 – CLOTHING AND SEWING MATERIALS (continued)
Part B – Infants’ Clothing

(Clothing for children under 2 years of age)

1 – Coats, jackets, or snowsuits
2 – Dresses and other outerwear, including –
bathing suits
sweater
sunsuit
romper
jumpsuit
overalls
shirt
crawler
tops

pants
pants set
short set
playsuit

T-shirts
jeans
vest
jogging suit

3 – Underwear and diapers, including disposable
Do not include diaper service.
4 – Sleeping garments
5 – Layettes
6 – Accessories, including –
boots
socks
mittens/gloves
shoes
slippers

booties
bibs

caps/hats
bonnets

Part B – Watches, Jewelry, and Hairpieces
7 – Watches
8 – Jewelry, including –
costume jewelry, rings, and infants jewelry
9 – Hairpieces, wigs, or toupees

Section 9 – CLOTHING AND SEWING MATERIALS
continued
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SECTION 9 – CLOTHING AND SEWING MATERIALS (continued)
Part C – 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

Part D – Sewing Materials
1 – Sewing and knitting materials for the home, including fabric for making slipcovers,
blankets, quilts, afghans, tablecloths, flowers, curtains, etc., and for handwork
including yarn
2 – Sewing materials for making clothes, including any fabric used for making clothes
3 – Sewing notions, including –
sewing basket
patterns
sewing kit
crochet hooks
crochet thread
scissors
seam binding
snaps

buttons
measuring tapes
zipper
needles/pins

thread
knitting needles, equipment
embroidery hoops
embroidery thread

4 – Other sewing materials, including –
interfacing
fiberfill
quilt pad
foam

stuffing
rug material

beads, glitter, sequins
felt or felt squares

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SECTIONS 10 and 11 – RENTED, LEASED,
AND OWNED VEHICLES

1 – Automobile
2 – Truck, minivan, van, and SUV
3 – Motor home
4 – Trailer-type camper
5 – Other attachable-type camper
6 – Motorcycle, motor scooter and 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 airplane
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)

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SECTION 12 – VEHICLE OPERATING EXPENSES
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 –
air/fuel filters
computer sensor
distributor cap, rotor
PCV valve
emission controls
spark plugs

ignition wires
valve adjustment

ignition timing or mixture
adjustment
breather/vapor/air filter element

3 – Brake work, including –
anti-lock brakes
hydraulic system
master cylinder
wheel calipers
brake adjustment
parking brake

shoes or pads
wheel cylinder

bleed brake system
machine drums/rotors

4 – Battery purchase or installation
5 – Tire purchase or mounting
6 – Tire repairs
7 – Front end alignment, wheel balancing, wheel rotation
8 – Steering or front-end work, including –
axel bearing/seals
bushings
axle shafts
CV joints/boots
rack and pinion
wheel hubs

studs/lug nuts
tie rods
ball joints

power steering fluid/filter
idler arms
steering box/linkage

9 – Electrical system work, including –
alternator belt
car computer
alternator/generator
coil
battery charge
switches

ignition system
starter motor
wiring

voltage regulator
gauges/instruments

10 – Engine repair or replacement, including –
carburetor
fuel injector
motor mounts
fuel pump/lines/filter
turbo charge
pistons/rods
crankshaft bearings
gaskets
choke
11 – Air conditioning work, including –
compressor
condenser

motor/switch

12 – Engine cooling system work, including –
coolant or filter
heater core
radiator
hoses
thermostat
water pump
pressure cap
cooling fan relay
fan switch or belt

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Page 28

timing chain/gears or belt
oil pump/cooler/hoses

recharging

fan or water pump belt
cooling fan/controls

SECTION 12 – VEHICLE OPERATING EXPENSES (continued)
Part A – Vehicle Maintenance and Repair, Parts, and
Equipment (continued)
13 – Exhaust system work, including –
catalytic converter
hanger/clamps
exhaust pipe
manifold gasket

muffler

resonator

14 – Clutch or transmission work, including –
clutch cable
hydraulic system rebuilt transmission
clutch fork
master cylinder
safety switch
flywheel
pilot bearing
shaft seal

transaxle
transmission filter

15 – Body work or painting, including –
convertible top
doors
glass replacement
vinyl top
sanding

crash repairs
window repair/replacement

T-roof
rust proofing

16 – Shock absorber replacement, including MacPherson struts
17 – Drive shaft or rear-end work, including –
axle fluid
CV joints
rear axle
differential
tie rods
grommet
rear wheel bearings
universal joint
coil or leaf springs

suspension
rear wheel axle seal
axle mounts/bushings

18 – Video equipment or installation, including –
televisions and combinations of
GPS navigational system with screen
TVs with VCRs and/or DVD players
satellite receiver, In-Motion Satellite receiver
Video game consoles
19 – Audio equipment or installation, including –
antenna
CB radio
speakers
CB antenna
radio
stereo equipment

tape player
satellite radio equipment

20 – Vehicle accessories or customizing, including –
alarm system
carpeting
running boards
bike/ski racks
fender skirts
seat covers
bumper guards
luggage rack

steering wheel covers
spoilers

21 – Vehicle cleaning services or cleaning supplies, including –
car washes
vacuuming
cleaning mitts
waxes
upholstery sprays protective coating
boat cleaning services

vehicle detailing services
wheel cleaning supplies

22 – Other vehicle services, parts, or equipment, including –
battery cables
vent filters
jack
gas cable/cap/can
brake lights
gasket sets
light bulbs
wheel lugs
headlights
wheels/rims
hub caps
heater repair
upholstery work

charcoal canister filters
windshield wipers
speedometer cable
tire/wheel combination

Section 12 – VEHICLE OPERATING EXPENSES
continued
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Page 29

SECTION 12 – VEHICLE OPERATING EXPENSES (continued)
Part B – Licensing, Registration, and Inspection of Vehicles
1 – Driver’s licenses
2 – Vehicle inspection
emissions inspection
safety inspection
3 – State vehicle registration
4 – Local vehicle registration

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SECTION 13 – INSURANCE OTHER THAN HEALTH
1 – Long term care insurance
2 – Life insurance or other policies which provide benefits in case of death or disability,
including –
term insurance
income or disability insurance
whole-life insurance
group-life insurance
cash benefits
straight-life insurance
mortgage insurance
flight insurance
veterans insurance
life endowments
annuities
burial 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 – Homeowners' insurance, including any insurance covered in mortgage payments or flood
insurance
flood insurance
fire and extended coverage
4 – Renters' insurance

5 – Automobile or other vehicle insurance, including –
liability insurance
bodily injury insurance
collision insurance
property damage insurance
comprehensive insurance
no-fault insurance
6 – Other types of non-health insurance, including –
credit card insurance
personal liability insurance
mortgage guarantee insurance
ambulance
umbrella policies
Do not include malpractice insurance.

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SECTION 14 – HOSPITALIZATION AND HEALTH INSURANCE

1 – Health Maintenance Organization
Expenses usually covered in full, or there may be a modest co-payment at the
time of your visit.
ƒ Group/staff type: You go to a central facility (group health center) to
receive care.
ƒ Independent practice association (IPA): Providers work from their
individual offices (and are referred to as primary care physicians).

2 – Fee for Service Plan
You or your insurance company are generally billed after each visit.
ƒ Traditional fee for service plan: You may go to any doctor or hospital
you choose.
ƒ Preferred Provider Organization (PPO): You are given a list of doctors
from which to choose. If you go to a doctor on the PPO list, more
expenses are covered than if you go to a doctor not on the list.

3 – Commercial Medicare Supplement
Voluntary contributory private insurance plan available to Medicare recipients.
Covers the costs of deductibles, co-insurance, physician services, and other
medical and health services.

4 – Special Purpose Plan
Covers only specific health needs. Examples of special purpose health
insurance plans are:
dental insurance
vision insurance
prescription drug insurance

mental health insurance
dread disease policy

Do not include Medicare Prescription Drug plans.

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SECTION 15 – MEDICAL AND HEALTH EXPENDITURES
EYE CARE
1 – Eye examinations, treatment, or surgery, such as –
eye examinations
laser surgery
eye treatments
2 – Purchase of eye glasses or contact lenses, such as –
eye glasses
contact lenses
contact lens insurance
warranty expenses
fittings
kits and equipment
prescription sunglasses

DENTAL CARE
3 – Dental care, such as –
examinations
cleanings
dentures

bridges
orthodontic work
caps or crowns

root canals
X-rays
fillings

teeth whitening in a
dental office
any other dental services

operating room
intensive care unit
recovery room
any other services

examinations
nursing services
X-rays

INPATIENT CARE
4 – Hospital rooms or services, including –
anesthetics
injections
blood transfusions
oxygen
drugs and medicine
laboratory tests
treatment rooms
therapy

From facilities, such as –
general care hospitals
substance abuse hospitals
psychiatric hospitals
birthing centers

Section 15 – MEDICAL AND HEALTH EXPENDITURES
continued
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Page 33

SECTION 15 – MEDICAL AND HEALTH EXPENDITURES
(continued)
SERVICES BY MEDICAL PROFESSIONALS OTHER THAN PHYSICIANS
5 – All services provided by medical professionals other than physicians, such as –
chiropractor
podiatrist
psychologist
substance abuse professionals
acupuncturist
midwife
homeopath
naturopath
marriage counselor
physical therapist
nurse practitioners
medical massage therapist
(certified)
Include services provided both inside and outside the home.

PHYSICIAN SERVICES
6 – All services provided and billed by physicians, such as –
general practitioner
internist
pediatrician
dermatologist
urologist
psychiatrist
surgeon
plastic surgeon
osteopath

gynecologist
any other type of physicians

OTHER MEDICAL CARE SERVICES
7 – Lab tests or x-rays
X-rays

blood tests

other types 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 – Care for invalids, convalescents, handicapped, or elderly persons in the home
Do not include institutional or medical care.
10 – Adult day care centers
11 – Other medical care and outpatient services, such as –
ambulance services
blood donation
emergency room services
rescue services
outpatient hospital care
If medical care is given in outpatient department or emergency room, include injections
electro cardiogram baby shots
physicians check up
allergy shots
skin treatment
cardiology test
broken bones/sprains
hearing test
cancer treatment
blood pressure check

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SECTION 15 – MEDICAL AND HEALTH EXPENDITURES
(continued)
MEDICINE OR MEDICAL SUPPLIES
12 – Purchase of hearing aids
13 – Prescription drugs
14 – Rental of supportive or convalescent medical equipment, such as –
braces
splints
whirlpools
crutches
cervical collars
slings
canes
wheelchairs
ace bandages
walkers
15 – Purchase of supportive or convalescent medical equipment, such as –
braces
splints
whirlpools
crutches
cervical collars
slings
canes
wheelchairs
ace bandages
walkers
orthotics
power chair/scooter
16 – Rental of medical or surgical equipment for general use, such as –
ice bags
sinus masks
sun lamps
hot water bottles
blood pressure kits
heating pads
vaporizers
therapeutic heat lamps
17 – Purchase of medical or surgical equipment for general use, such as –
thermometers
sinus masks
sun lamps
therapeutic heat lamps
ice bags
insulin needles
hot water bottles
syringes
ostomy supplies
heating pads
blood pressure kits
oxygen
pollen masks
vaporizers
home defibrillator
orthopedic appliances (supports)
Do not include purchases of items such as band-aids, gauze, cotton roll, and cotton balls.

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SECTION 16 – EDUCATIONAL EXPENSES
1 – Recreational lessons or other instructions, including –
golf
dancing
driving
music
photography
skiing
sailing
swimming
sewing
skydiving
needlepoint
cooking
driving lessons
horseback riding

tennis
painting
instructional day camps
self defense

2 – Nursery school or child day care centers, including non-instructional day camps
3 – Tuition, including –
college or university
business school
elementary school
high school
secretarial school
parochial school
seminary
technical school
adult education
vocational school preparatory school
middle/junior high school
Include only those expenses paid directly to the school or to other educational facility.
Do not report student loans.
4 – Housing while attending school, including –
student dormitory
sorority
fraternity
housing for married students
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 – Test preparation or tutoring services
8 – Purchase of any school books, supplies, or equipment, which has not already been
reported, including –
text books
ruler
drafting equipment
laboratory equipment
microscopes
art supplies
technical books
cap and gown
9 – Other school related expenses not already reported, including the rental of any school
books or expenses
laboratory fees
matriculation fees transportation fees
conferences and seminars
registration fees
health fees
student union fees
laundry fees
athletic fees
rental of school books
cap and gown rentals
administration fees rental of school equipment
Do not report student loans.

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SECTION 17 – SUBSCRIPTIONS, MEMBERSHIPS, BOOKS,
AND ENTERTAINMENT EXPENSES
Part A – Subscriptions and Memberships
1 – Subscriptions to newspapers, magazines, or periodicals. Include online subscriptions
2 – Books purchased from 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 – Vacation clubs
9 – Civic, service, or fraternal organization
10 – Credit card membership fees
11 – Shopping club memberships such as COSTCO and SAM’S
12 – Services that use Global Positioning Systems (GPS) such as OnStar, not already reported
13 – Direct or online dating services

Section 17 – SUBSCRIPTIONS, MEMBERSHIPS,
BOOKS, AND ENTERTAINMENT EXPENSES
continued
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Page 37

SECTION 17 – SUBSCRIPTIONS, MEMBERSHIPS, BOOKS,
AND ENTERTAINMENT EXPENSES (continued)
Part B – Books and Entertainment Expenses
Fees for participation in sports, including –
tennis
golf
billiards

bowling

Single admissions to spectator sporting events, including –
football
baseball
hockey
auto racing
basketball
Single admissions to performances, including –
movies
operas
plays

swimming

soccer

concerts

Single admissions to other entertainment activities, including –
museums
zoos
state parks
historic sites

amusement parks

Books not purchased through book clubs, including –
paperbacks
hardcover
audio
Exclude reference books or school books.

digital books

Single copies of newspapers, magazines, periodicals (non-subscription)
Compact discs, audio tapes, or records
Do not include blank or recordable CDs or blank or recordable audio tapes.
Photographic film, including disposable cameras
Photo processing, including –
digital photo processing

video film processing

Purchase of video tapes or DVDs
Do not include blank or recordable DVDs or blank or recordable video tapes.
Rental of video tapes or DVDs, including –
mail delivery DVD rentals

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SECTION 18 – TRIPS AND VACATIONS
Part A – Types of Trips
1 – Visit friends or relatives
2 – Business trips
3 – Recreational trips, such as –
Sightseeing
Sports events
Club or organizational meetings
Outdoor recreation
4 – Any other trips that occur overnight or longer
5 – Any day trips to a place at least 75 miles away

Types of Transportation
COMMERCIAL
1 – local (taxi, etc.)
2 – airplane
3 – train
4 – bus
5 – ship

RENTED
6 – automobile
7 – truck, van
8 – motorcycle, moped
9 – private plane
10 – boat, trailer
11 – camper
12 – other vehicles

PRIVATE
13 – automobiles or other vehicles privately owned or leased by CU
14 – vehicle owned by someone else
15 – other transport

Section 18 – TRIPS AND VACATIONS
continued
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Page 39

SECTION 18 – TRIPS AND VACATIONS (continued)
Rental of Sports Equipment
Golf clubs
Skis/snowboards
Fishing equipment
Boat
Scuba/snorkeling equipment
Other sports equipment

Fees for Exercising or Playing Sports
Golf
Fishing
Swimming
Tennis
Skiing/snowboarding
Bowling
Exercise classes
Scuba/snorkeling
Other sports

Entertainment or Admissions
Movies
Theater
Concerts
Museums
Tours
Sports events
Other entertainment events

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SECTION 19 – MISCELLANEOUS EXPENSES
Part A – Miscellaneous Expenses
1 – Fresh flowers or potted plants
2 – Professional photography
3 – Services of lawyers or other legal professionals, including –
will
divorce
civil litigation, including lawsuits,
bail bonds
contracts
bankruptcies, etc.
arbitration services
estate settlement criminal litigation, including
mediation
traffic citations
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 –
fertilizing
lawn cutting
hedge trimming
tree removal
tilling
tree pruning
planting
plowing
Include any services provided under service contracts.
Do not include services that are covered by management or maintenance fees.
7 – Housekeeping services, including –
cleaning
laundering
window washing
carpet cleaning

cooking

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, including –
moving companies
mini-warehouses

self-storage units

cargo shipping

Do not include expenses that are reimbursed by employer or other persons outside of the CU.

Section 19 – MISCELLANEOUS EXPENSES
continued

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SECTION 19 – MISCELLANEOUS EXPENSES (continued)
Part A – Miscellaneous Expenses
11 – Stamp or coin collecting, including –
stamp albums
coin albums

(continued)

first day covers

12 – Lotteries or games of chance
13 – Babysitting, nanny services, or other child care in YOUR home
Do not include nursery school care or care in a day care center.
14 – 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.
15 – Toys or games, including –
games
trains
infant toys
stuffed animals

dart board
dolls

action figures
trucks

16 – Arts or crafts kits, including –
model kits
rug kits

needlepoint kits

arts and craft supplies

17 – Purchase of pets, pet supplies, or medicine for pets, including –
aquarium
tropical fish
dog house
collars
hamster cage
pet toys
bird cage
dog
guinea pig
cat
bird
hamster
gerbil
18 – Pet services, including –
grooming
kennels
pet resorts

license

pet daycare

19 – Veterinarian expenses for pets, including –
vet insurance
veterinary treatment
20 – Food and beverages for catered affairs
bridal showers
parties
Bar/Bat Mitzvahs
weddings
graduations
anniversaries

quinceaneras
confirmations

21 – Live entertainment for catered affairs
22 – Rental of party supplies for catered affairs
23 – Purchase or upkeep of cemetery lots or vaults
24 – Funerals, burials, or cremation, including –
burial fees
flowers for funeral
musician honoraria
burial plans
clergy
funeral transcript
headstones
footstones

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Page 42

limousines (used
during funeral)

SECTION 19 – MISCELLANEOUS EXPENSES (continued)
Part B – Contributions
GIVEN ANY MONEY BY CASH, CHECKS, OR GIVEN ANY GIFT CARDS TO –
1 – College students living away from home
Money to pay for tuition, room, board, books, fees, transportation, clothing, and entertainment
expenses
2 – Any other people not in your CU, such as –
friends
co-workers
street musicians
birthday money
cash gifts at the office
money to assist others

homeless persons
wedding money

PAID ANY OF THE FOLLOWING –
3 – Child support
4 – Alimony

GIVEN ANY MONEY BY CASH, CHECKS, MONEY ORDERS, OR CREDIT CARDS TO BENEFIT –
5 – Educational institutions, including –
alumni funds
educational endowments
scholarship funds
school fund-raisers
6 – Political organizations, including –
political parties
political candidates

parochial schools

Political Action Committees (PACs)

7 – Religious organizations, including churches, temples, and mosques, including –
tithes and offerings
religious fund raisers
building funds
religious television/radio ministries
8 – Charities or all other organizations, including –
Red Cross
civic organizations
fine arts and literary
United Way
Humane Society

American Cancer Society
American Heart Association

GIVEN ANY STOCKS, BONDS, OR MUTUAL FUNDS
9 – Stocks, bonds, mutual funds
Include only funds given to persons or organizations outside of your CU

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SECTION 20B – EXPENSE PATTERNS FOR
SELECTED SERVICES AND GOODS
Self-service laundry machines
clothing
quilts
coats
rugs

linens
drapes

Laundry or dry cleaning services
clothing
quilts
coats
rugs

linens
drapes

Cigarettes
Other tobacco products
cigars

pipe tobacco

chewing tobacco

Haircutting, styling, manicures, massages and other salon services
hair coloring
pedicures
facials
waxing
tanning salons
Safe deposit box located in a bank or similar financial institution
Charges or fees for personal financial services such as ATM fees or account service charges
from financial institutions such as banks, credit unions, and finance companies –
ATM fees
check order fee
certified check fee
money order fee
online banking and bill payment fee
check cashing fee
regular service charges below minimum balance fee
fees for personal loans, except those for real estate management fee for trust, custodial or
escrow accounts
Taxi or limousine service
Mass transportation services such as a bus, subway, mini-bus, or train

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SECTION 21 – CREDIT LIABILITY

CREDIT BALANCES
Do not include mortgages, home equity loans, automobile loans, or business related loans.

1 – Gasoline credit cards – Shell, Exxon, Citgo, etc.
2 – Store credit cards – department, specialty, electronic, or sporting goods
3 – Major credit cards – Visa, MasterCard, American Express, Discover, 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 – education loans, personal loans, or loans from retirement plans

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SECTION 22 - OCCUPATIONS
01 – Administrator, Manager
administrator

manager

funeral director

02 – Teacher
teacher

guidance counselor

03 – Professional
registered nurse
lawyer

accountant
engineer

physician
clergy

social worker
photographer

computer systems
analyst

04 – Administrative Support, including Clerical
secretary
receptionist

bookkeeper
computer assistant

clerk
typist

05 – Sales, Retail
cashier
apparel salesperson

commodity salesperson
motor vehicle salesperson

door to door salesperson

06 – Sales, Business Goods and Services
mining sales representative
financial services
manufacturing sales representative

real estate salesperson
wholesale sales representative
insurance salesperson

07 – Technician
health technician
electronic technician

practical nurse

drafting

police officer

firefighter

clinical laboratory technician

08 – Protective Service
private guard

09 – Private Household Service
nanny

household worker

10 – Other Service (except private household)
janitor
child care worker

cook
hairstylist

waiter/waitress
maid/houseman

food preparer
orderly

food counter/fountain
worker

11 – Machine Operator, Assembler, Inspector
machine operator

assembler

inspector

12 – Transportation Operator
truck driver

bus driver

tractor operator

taxi driver

13 – Handler, Helper, Laborer
stock handler

freight handler

material handler

packager

construction laborer

machinist

meat cutter

sheet metal worker

painter

plumber

mining worker

groundskeeper

animal caretaker

14 – Mechanic or Repairer, Precision Production
automobile mechanic

machine repairer

15 – Construction, Mining
carpenter

electrician

16 – Farming
farmer

farm worker

17 – Forestry, Fishing, Groundskeeping
forestry worker

fisher

18 – Armed Forces
armed forces

CE-305 (4-1-2009)

Page 46

SECTION 22 – WORK EXPERIENCE AND INCOME

CARD A

0. Loss
1. $ 0

– $ 4,999

2. $ 5,000

– $ 9,999

3. $ 10,000 – $ 14,999
4. $ 15,000 – $ 19,999
5. $ 20,000 – $ 29,999
6. $ 30,000 – $ 39,999
7. $ 40,000 – $ 49,999
8. $ 50,000 – $ 69,999
9. $ 70,000 – $ 89,999
10. $ 90,000 – $ 119,999
11. $ 120,000 and over

CE-305 (4-1-2009)

Page 47

SECTION 22 – WORK EXPERIENCE AND INCOME (continued)

CARD B

0. Less than $300
1. $ 300

– $ 399

2. $ 400

– $ 499

3. $ 500

– $ 599

4. $ 600

– $ 699

5. $ 700

– $ 799

6. $ 800

– $ 899

7. $ 900

– $ 999

8. $ 1,000 – $ 1,499
9. $ 1,500 and over

CE-305 (4-1-2009)

Page 48

SECTION 22 – WORK EXPERIENCE AND INCOME (continued)

CARD C

0. Loss
1. $ 0

– $ 999

2. $ 1,000

– $ 1,999

3. $ 2,000

– $ 2,999

4. $ 3,000

– $ 3,999

5. $ 4,000

– $ 4,999

6. $ 5,000

– $ 9,999

7. $ 10,000 – $ 14,999
8. $ 15,000 – $ 19,999
9. $ 20,000 – $ 29,999
10. $ 30,000 – $ 39,999
11. $ 40,000 – $ 49,999
12. $ 50,000 and over
CE-305 (4-1-2009)

Page 49

CALENDAR
2009
JANUARY
S

M

T

JULY

W

T F S
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31

S

M

W T F S
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31

S

M

FEBRUARY

AUGUST

S M T W T F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28

S
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31

MARCH

SEPTEMBER

S M T W T F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31

S

M

S

M

T

S

M

S

M

T

W

T

F

S
5
12
19
26

OCTOBER

W T F S
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30

T F S
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31

MAY
W

T

T W T F
1 2 3 4
6 7 8 9 10 11
13 14 15 16 17 18
20 21 22 23 24 25
27 28 29 30

APRIL

T

W

NOVEMBER

F S
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31

T

S M T W T F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30

JUNE

DECEMBER

S

M T W T F S
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30

CE-305 (4-1-2009)

T

S

T W T F S
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31

Page 50

M

CALENDAR
2010
JANUARY
S

M

T

W

JULY

T

F S
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31

S

M

T F S
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31

W

FEBRUARY

AUGUST

M T W T F S
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

S M T W T F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31

MARCH

SEPTEMBER

S

S

M T W T F S
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31

S

M

5
12
19
26

W T F S
1 2 3 4
6 7 8 9 10 11
13 14 15 16 17 18
20 21 22 23 24 25
27 28 29 30

S

M

APRIL
S

M

T

S

M

T

S

M

W

F S
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31

MAY
W

T

OCTOBER

T F S
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30

T

W

T

NOVEMBER

S
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31

T

F

S

M T W T F S
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30

JUNE

DECEMBER

T W T F S
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30

CE-305 (4-1-2009)

T

S

W T F S
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31

Page 51

M

T

FRACTION CONVERSION CHART
Fractions to Percentages
Fraction

%

Fraction

%

Fraction

%

1/2

50.00

1/7

14.29

3/9

33.33

1/3

33.33

2/7

28.57

4/9

44.44

2/3

66.67

3/7

42.86

5/9

55.55

1/4

25.00

4/7

57.14

6/9

66.67

2/4

50.00

5/7

71.42

7/9

77.78

3/4

75.00

6/7

85.71

8/9

88.89

1/5

20.00

1/8

12.50

1/10

10.00

2/5

40.00

2/8

25.00

2/10

20.00

3/5

60.00

3/8

37.50

3/10

30.00

4/5

80.00

4/8

50.00

4/10

40.00

1/6

16.67

5/8

62.50

5/10

50.00

2/6

33.33

6/8

75.00

6/10

60.00

3/6

50.00

7/8

87.50

7/10

70.00

4/6

66.67

1/9

11.11

8/10

80.00

5/6

83.33

2/9

22.22

9/10

90.00

CE-305 (4-1-2009)

Page 52

PRIVACY ACT STATEMENT

The U.S. Census Bureau is conducting the Consumer Expenditure Surveys
for the Bureau of Labor Statistics of the U.S. Department of Labor under
title 29, United States Code. The survey’s purpose is to obtain information
on what Americans are purchasing in order to update the Consumer Price
Index. All survey information will be used for statistical purposes only.
Any information you provide for this survey is confidential, by law, under
title 13, United States Code. Participation in this survey is voluntary and
there are no penalties for refusing to answer any question(s). However, your
cooperation is extremely important to help ensure the completeness and
accuracy of these data.

CE-305 (4-1-2009)

Page 53