CEX - Proof of Concept Test

Consumer Expenditure Surveys: Quarterly Interview and Diary

Attachment A1 - POC Instrument Specifications

CEX - Proof of Concept Test

OMB: 1220-0050

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CE Redesign Proof of Concept – CAPI Instrument Specifications


Section

Tag Name

Variable Name

Question Text

Skip Instructions


FRONT

H_HHROS

H_HHROS

Resp.    LN          Name                     Member Relationship   CU   Sex    Age       Diary                   Status  
(X / ) (Line #)   (Name)                    (Yes/No)     (Relationship)          ^Cu  (1/2)  (Age)
     ^Diary_Type_Fill  ^Diary_Status


1. Enter 1 to Continue

Return to interview


FRONT

H_PURPOSE

H_PURPOSE

             FREQUENTLY ASKED QUESTIONS  


1. What is this survey all about?
2. Who uses this information? What good is it?
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?
6. Proceed with the interview

1: Goto H_PURPOSE1
2: Goto H_PURPOSE2
3: Goto H_PURPOSE3
4: Goto H_PURPOSE4
5: Goto H_PURPOSE5
6: Return to interivew


FRONT

H_PURPOSE1

H_PURPOSE1

         WHAT IS THIS SURVEY ALL ABOUT?

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

Return to interview


FRONT

H_PURPOSE2

H_PURPOSE2

                WHO USES THIS INFORMATION?  WHAT GOOD IS IT?

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).   The CPI provides cost of living and wage adjustments, social security payment adjustments, and helps determine the cost of school lunches.

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

Return to interview


FRONT

H_PURPOSE3

H_PURPOSE3

         HOW IS THE DATA COLLECTED?
          HOW MANY TIMES WILL I BE INTERVIEWED?



Data collection is carried out by the Bureau of the Census.  In the initial interview, information is collected on demographic and family characteristics.  I will also give you and all eligible members of your household, diaries to record expenses for a week.  How long it will take to record your expenses each day depends on how many things you buy.  Some days, you may have nothing to record, other days you may have a lot to record. It averages out to about 40 minutes over the course of the week.  During the week, I will also ask you to gather records to reference for the following interview.

After today, I will return in a week to pick up the completed diaries and ask a few questions pertaining to your collected records and any remaining expenses.


1. Enter 1 to Continue

Return to interview


FRONT

H_PURPOSE4

H_PURPOSE4

             I HESITATE TO TELL SOME THINGS ABOUT MYSELF.
              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.
                    


1. Enter 1 to Continue

Return to interview


FRONT

H_PURPOSE5

H_PURPOSE5

               IS THIS SURVEY AUTHORIZED BY LAW?


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

Return to interview


FRONT

H_CHGRESP

H_CHGRESP

      Ask if necessary:    

With whom am I speaking?   

Enter line number


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

Return to interview


FRONT

H_STATUS

H_STATUS


                            
  STATUS OF INTERIVEW  (X = Section Complete)

Visit 1:                                                                       Visit 2:

8.   Home furnish . . . . . .    (blank/X)                     1.   Survey Info . . . . . . . . (blank/X) 
6.   Appliances  . . . . . . .    (blank/X)                      2.   Rental Liv Quarters    (blank/X)
17.  Subscriptions . . . . . . . . . . . .   (blank/X)         3.   Owned Liv Quarters    (blank/X)
18.  Trips & Vacations . . . . . . . . .   (blank/X)         4.   Utility & Fuel  . . . . .       (blank/X)
19.  Misc. Expenses . . . . . . . . . . .  (blank/X)        10.  Rented & Leased Vehicles .   (blank/X)  
                                                                                 11.  Owned Vehicles . . .    (blank/X)
                                                                                 13.  Insurance . . . . . . . . . . . . . .    (blank/X) 
                                                                                  14.  Hospital/Health Insurance       (blank/X)
                                                                                  15.  Medical/Health expenditures   (blank/X) 
                                                                                  21.  Work experience. . . . . . . . . . .(blank/X)
                                                                                  22.  Assests & Liabilities. . . . . . . .  (blank/X)
                  



1. View Diary Status
2. Return to Interview

1: Goto H_DiaryStatus
2: Return to interview



H_DiaryStatus

H_DiaryStatus


  Diary Status

#            Name                      Type                    Status              Phone #            E-Mail  
(Line #) (Name)                     ^Diary_Type_Fill ^Diary_Status  (Phone)   (E-mail)


1. Enter 1 to Continue

Return to Interview



ProductKey

lookupkeyword

  Enter the lookup key word to search for in the Product Database




StopLooking

Endlooking

  Enter 1 to Continue and empty product lookup keyword.
...
  Enter nothing to retain current product keyword.

           Product                                    =  (Fill information from the "Product" column of excel file.)
           Item Description                      =  (Fill information from the "ItemDesc" column of excel file.)
           Section Part-Item Number      =  (Fill information from the "Section
" "Part"-"ItemNo" columns of the
                                                                 excel file.) 

1. Enter 1 to Continue

Exit Help




Product_Index_File

**Non Displayed**





NAM_PWD

  Individual Diary Web/Mobile List of Usernames

Roster #        NAME     Username                                                                       Mode
(Line #)    ^NAME     ^Q_WD_MB_USER_name ^Q_WD_MB_PIN_name    (Web/Mob / Paper/ RF)


1. Enter 1 to Continue

Return to interview




LINE

** SHOW ONLY **



Diary Additions

ENTRYTYPE

ENTRYTYPE

Was this purchase for ... ?

1. Food and Drink Away From Home
2. Food and Drink Home Consumption
3. Clothing, Shoes, Jewelry and Acc
4. All Other Products/Services
888. Delete the line
99. No more entries

99: IF DESCRIPTION is not EMPTY then goto CK_ENTRYTYPE
ELSE exit table and return to interview

888: Gray row and go to the next row.

1: Goto MEALTYPE

2-4: Goto DESCRIPTION


Diary Additions

MEALTYPE

MEALTYPE

Was this for .... ?

1. Breakfast
2. Snack/Other
3. Lunch
4. Dinner

Goto DESCRIPTION


Diary Additions

DESCRIPTION

DESCRIPTION

(Please describe what was purchased./What did you buy or pay for?)

IF ENTRYTYPE = 2 then goto ITEM_TYPE
ELSE goto COST_TOTAL


Diary Additions

ITEM_TYPE

ITEM_TYPE

Was this ... ?

1. Fresh
2. Bottled/Canned
3. Frozen
4. Other

Goto COST_TOTAL


Diary Additions

COST_TOTAL

COST_TOTAL

(What was the TOTAL COST with tax and tip?/What was the TOTAL COST without tax and tip?)

IF ENTRYTYPE = 1 then goto ALCOHOL_INC
ELSE goto NOT_HH


Diary Additions

NOT_HH

NOT_HH

Was this purchase for someone not in the household?

1. Yes
2. No

IF ENTRYTYPE = 3 then goto GENDER
ELSE goto PURCHASE_DATE


Diary Additions

GENDER

GENDER

Was this item purchased for ... ?

1. Male
2. Female

Goto AGE_RANGE


Diary Additions

AGE_RANGE

AGE_RANGE

What age range was this for?

1. 16 and over
2. 2-15
3. Under 2

Goto PURCH_DATE


Diary Additions

ALCOHOL_INC

ALCOHOL_INC

Was alcohol included?
  If no alcohol was purchased or the category is not applicable, press ENTER to continue'

     Enter all that apply, separate with commas



1. Wine
2. Beer
3. Other

EMPTY, DK, RF: Goto PURCH_DATE

All others, goto ALCCOST_TOTAL


Diary Additions

ALCCOST_TOTAL

ALCCOST_TOTAL

What was the total alcohol cost?

Goto PURCH_DATA


Diary Additions

PURCH_DATE

PURCH_DATE

On what date was this purchase made?

  Enter purchase date in the format MM/DD/YYYY

Goto EXPENDWHO


Diary Additions

EXPENDWHO

EXPENDWHO

  Who made the purchased?

  

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

IF entry greater than number of people in household or
if inactive/deleted/non-CU members are selected
then goto CK_EXPENDWHO

ELSE ANYRECPTS


Diary Additions

ANYRECPTS

ANYRECPTS

Was a receipt used for this recalled item?
 


1. Yes
2. No

Goto END_ROW




END_ROW

** Not Displayed **

Go to next row


FRONT

START

START

                         CENSUS CATI/CAPI SYSTEM                                              
                                                              
                         CONSUMER EXPENDITURE SURVEYS
                            PROOF OF CONCEPT SURVEY

                 DATE:  (current date)                           TIME:  (time) 

                VISIT NUMBER:  (visit number)       

                 Earliest Placement Date:    (earliest placement date)
                 Latest Placement Date:     (latest placement date)
                 Earliest Pick-up Date:       (earliest pick-up date)

                 CASE STATUS IS:  (case status)

                     (THIS HOUSEHOLD IS A CONFIRMED REFUSAL/ ) 
                     (Press END to move to the next unanswered item/ )                  


1. Continue
2. Skip notes
3. Sufficient partial, ready to transmit
4. Quit
5. Non-interview
6. Transmit for reassignment
7. ^Opt7_Fill

1: IF (VISITNUM = 2) and (Outcome_Pickup = empty) and
(current date less than HPLACE_DATE+8) then
goto EARLY_PICKUP_CK
ELSE goto SHOW_NOTES

2: IF (VISITNUM = 2) and (Outcome_Pickup = empty) and
(current date less than HPLACE_DATE+8) then
goto EARLY_PICKUP_CK
ELSE goto GENINTRO

3: IF OUTCOME = 200, 0 (zero), or 202 then goto CK1_START
ELSEIF OUTCOME = 201 then goto CK3_START
ELSE exit block and goto BBACK.TRANS

4: Exit block and goto BBACK.VERIFY_INFO

5: IF OUTCOME = 204 or 203 then goto CK2_START
ELSEIF OUTCOME = 201 then goto CK3_START
ELSEIF VISITNUM = 1 then exit block and
goto BCOVERAGE.NONTYP
ELSE exit block and goto BCoverage.NONTYP_V2

6: Goto REASSIGN_CASE

7. Goto BBack.BlkAPPT.Complete_DB



REASSIGN_CASE

REASSIGN_CASE

  You are about to transmit this case for reassignment.
    Are you sure you want to reassign this case?
    If No, go back to the START screen and change the answer.



1. Yes, reassign the case
2. No

1: Exit block and goto BBACK.DONE

2: Go back to the START screen


FRONT

EARLY_PICKUP_CHK

EARLY_PICKUP_CHK

The earliest dairy pick-up date day is (earliest pick-up date).  

   The Diary should not be picked up prior to this period.

    Do you want to continue with early pickup?  (If "NO", back-up to START)



1. Yes, early pick-up

1: Goto EARLY_REASON


FRONT

EARLY_REASON

EARLY_REASON

 Why is early pickup being performed?


1. CU will be away during regular pick-up date.
2. CU is moving.
3. CU refuses to keep diary any longer.
4. Weather/natural disaster.
5. Other-specify

1-4: IF START = 1 then goto SHOW_NOTES
ELSE goto GENINTRO

5: Goto EARLY_SPECIFY


FRONT

EARLY_SPECIFY

EARLY_SPECIFY

 Specify:

IF START = 1 then goto SHOW_NOTES
ELSE goto GENINTRO


FRONT

SHOW_NOTES

SHOW_NOTES

                   STATUS   

CEQ Visit 1 Sections:   (Complete/Partial/ )
CEQ Visit 2 Sections:   (Complete/Partial/ )

      Use F5 to view quarterly section status

Placement Status:   ^PLACE_STATUS         Date:    (diary placement date)
Pick-Up Status:   ^PICKUP_STATUS            

   Use Shift-F1 to view individual diary status


   Use CNTRL-F7 to view case level notes


1. Enter 1 to Continue

IF BCeintro.CE_INTRO = 1 then goto SHOWROS

ELSE goto GENINTRO


FRONT

SHOWROS

SHOWROS


                   STATUS OF HOUSEHOLD COMPOSITION

Resp.    LN          Name                     Member Relationship   CU   Sex    Age       Diary                   Status  
(X / ) (Line #)   (Name)                    (Yes/No)     (Relationship)          ^Cu  (1/2)  (Age)
     ^Diary_Type_Fill  ^Diary_Status
 
         

1. Enter 1 to Continue

Goto GENINTRO


FRONT

GENINTRO

GENINTRO

               Do not read as worded below 
            
         o  Identify yourself -  show I.D.
         o  (Ask to speak to: (name) / Ask for eligible respondent)
             If unavailable use Shift-F1 for HH roster.
         o  Introduce survey  (Ask to speak to: (name) / Ask for eligible respondent)3
         o  The Household address is:
                (House #)  (House #)suf  (Street name)
                (Unit Designation)
                                        
         o  Read if necessary
             I am (your name) from the U.S. Census Bureau.  Here is my identification card.
             We are conducting a Consumer Expenditure Survey for the Bureau of Labor Statistics.
             I have some questions I would like to ask you.
    
    
  (Did you receive our letter?)


1. Yes / Continue
2. No
3. Non-interview

1: Goto INTROB

2: Goto GIVE_LETTER

3: IF VISITNUM = 1 then exit block and
goto BCOVERAGE.NONTYP_V1
ELSE exit block and goto BCoverage.NONTYP_V2


FRONT

GIVE_LETTER

GIVE_LETTER

   Hand the respondent the letter.

     Allow time to read




1. Enter 1 to Continue

Goto INTROB


FRONT

INTROB

INTROB

      Is Respondent ready to complete the interview?

              

1. Continue
2. Reluctant Respondent
3. Non-interview
4. Other Outcome
5. Wrong address
6. Inconvenient time

1: IF VISITNUM = 2 AND _NEWCU_ ne 1 then goto REPLACE_HH
ELSE goto VERADD

3: IF MARKTWO = 02 AND MARK = 16 then goto CK_INTROB
ELSEIF VISITNUM = 1 then exit block and goto
BCOVERAGE.NONTYP_V1
ELSE exit block and goto BCoverage.NONTYP_V2

2,4: Exit block and goto BBACK.VERIFY_INFO

5: Exit block and goto BBACK.DONE

6: Exit block and goto BBACK.APPTOTH


FRONT

REPLACE_HH

REPLACE_HH

      Is this a Replacement Household?                

1. Yes
2. No

1: Goto REPLACE_VER

2: Goto VERADD


FRONT

REPLACE_VER

REPLACE_VER

          A replacement household means that there are no members of the original household living at this
         address.  Are you sure that this is a replacement household?


    LN      Name    Member Relationship   CU  Sex  Age 
    (Line #) (Name)   (Yes/No)   (Relationship)      ^Cu (1/2)  (Age)


1. Yes
2. No

1: Exit block and goto BBack.DONE

2: Goto CK_REPLACEVER


FRONT

VERADD

VERADD


(* Confirm address information (Only ask if necessary) )
I have your address listed as
READ ADDRESS BELOW.  Is that your exact address?

                       (House #) (House #)SUF (Street Name)   (Unit Designation)
                       (City),  (State)    (Zipcode)
        
Phy des:   (Physical Description)              
        
GQ unit:   (GQ Unit Description)         Non-City:  (Non-city address)
        
Building:  (Building Name)


1. Yes, address is EXACTLY CORRECT as listed.
2. Address is MOSTLY CORRECT, needs minor changes.
3. INCORRECT ADDRESS

1: Goto MAILAD

2: Goto NADDST1

3,RF: Goto DONE


FRONT

NADDST1

NADDST1

          Enter corrections for House Number  or  press ENTER for Same/No Change.
            
                 
     (House #)  (House #)SUF (Street Name)    (Unit Designation)
                      (City),  (State)    (Zipcode)

            
Phy des:  (Physical Description)              
            
GQ unit:  (GQ Unit Description)   
            
Non-City: (Non-city address)
            
Building:  (Building Name)

Goto NADDST2


FRONT

NADDST2

NADDST2

  Enter corrections  for House # Suffix or Press ENTER for Same/No Change

                   
    (House #)  (House #)SUF (Street Name)    (Unit Designation)
                   (City),  (State)    (Zipcode)

        
Phy des:    (Physical Description)              
        
GQ unit:   (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDST3


FRONT

NADDST3

NADDST3

         Enter corrections  for Street Name or Press ENTER for Same/No Change

                 
  (House #)  (House #)SUF (Street Name)    (Unit Designation)
                   (City),  (State)    (Zipcode)

          
Phy des:  (Physical Description)              
          
GQ unit:   (GQ Unit Description)   
         
 Non-City: (Non-city address)
          
Building:  (Building Name)

Goto NADDST4


FRONT

NADDST4

NADDST4

       Enter corrections  for Unit Designation or Press ENTER for Same/No Change

                 (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:   (Physical Description)              
        
GQ unit:  (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

IF FRAME = 3 or RT25.GQINFO = 1 then goto NADDST5
ELSE goto NADDST6


FRONT

NADDST5

NADDST5

       Enter corrections  for Group Quarters Unit Description or Press ENTER for Same/No Change


                     
(House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit:  (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDST6


FRONT

NADDST6

NADDST6

      Enter corrections  for Non City Style Address or Press ENTER for Same/No Change


                
(House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit: (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDPHYS


FRONT

NADDPHYS

NADDPHYS

          Enter corrections for Physical Description or Press ENTER for Same/No Change


                 
   (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit:  (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDCT


FRONT

NADDCT

NADDCT

       Enter corrections  for City or Press ENTER for Same/No Change

         
        (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)             
        
GQ unit: (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDST


FRONT

NADDST

NADDST

? [F1]

  
        Enter corrections  for State or Press ENTER for Same/No Change

                    
  (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit:  (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto NADDZP


FRONT

NADDZP

NADDZP

   Enter corrections  for Zipcode or Press ENTER for Same/No Change


                   
  (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit: (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:   (Building Name)

IF entry lt 5 digits then goto CK_NADDZP
ELSE goto NADDBUIL


FRONT

NADDBUIL

NADDBUIL

       Enter corrections  for Building Name or Press ENTER for Same/No Change

                  
   (House #)  (House #)SUF (Street Name)    (Unit Designation)
                 (City),  (State)    (Zipcode)

        
Phy des:  (Physical Description)              
        
GQ unit: (GQ Unit Description)   
        
Non-City: (Non-city address)
        
Building:  (Building Name)

Goto CK_ADDRESS


FRONT

MAILAD

MAILAD

(Is this also your mailing address?/I have your mailing address as *READ ADDRESS BELOW. Is that correct?)

(Mailing address entries / physical address entries)

1. Yes
2. No

1: Goto PHONENUM

2: Goto NMAILST1


FRONT

NMAILST1

NMAILST1

   Enter change to Mailing address - House # or Press ENTER for Same/No Change

Address:                                               Mailing Address:                                               
(House #) (House #)SUF  (Street Name)             (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                         (Unit Designation)
(City), (State) (Zipcode)   
                                                (City), (State) (Zipcode)
Phys des:   (Physical Description)                           
GQ unit:    (GQ Unit Description)                      GQ unit:      (GQ Unit Description)
Non-Cty:   (Non-city address)                    Non-city:    (Non City Address)
Building:    (Building Name)                           

Goto NMAILST2


FRONT

NMAILST2

NMAILST2

   Enter change to Mailing address - House #  suffix or Press ENTER for Same/No Change


Address:                                             Mailing Address:                                               
(House #) (House #)SUF  (Street Name)           (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                       (Unit Designation)
(City), (State) (Zipcode)                                    (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)                   GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)                  Non-city:    (Non City Address)
Building:    (Building Name)                           

Goto NMAILST3


FRONT

NMAILST3

NMAILST3

   Enter change to Mailing address - Street Name or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)                   GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)                  Non-city:    (Non City Address)
Building:    (Building Name)                           

Goto NMAILST4


FRONT

NMAILST4

NMAILST4

   Enter change to Mailing address - Unit Designation or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)            GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)           Non-city:    (Non City Address)
Building:    (Building Name)                           

IF FRAME = 3 OR RT25.GQUNITINFO = 1 then goto NMAILST5
ELSE goto NMAILST6]


FRONT

NMAILST5

NMAILST5

   Enter change to Mailing address - GQ Unit Description or Press ENTER for Same/No Change

Address:                                                           Mailing Address:                                              
(House #) (House #)SUF  (Street Name)            (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                        (Unit Designation)
 (City), (State)  (Zipcode)                                    (City), (State) (Zipcode)
Phys des:   (Physical Description)                                   
GQ unit:   ^MGQUNITINFO                  GQ unit:  (GQ Unit Description)
Non-Cty:  (Non-city address)                    Non-city:  (Non City Address)
Building:   (Building Name)                                  

Goto NMAILST6


FRONT

NMAILST6

NMAILST6

   Enter change to Mailing address - Non-City Style Address or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)            GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)           Non-city:    (Non City Address)
Building:    (Building Name)                           

IF no entry in NMAILST1 and NMAILST6 then goto CK_NMAILST6
ELSE goto NMAILCT


FRONT

NMAILCT

NMAILCT

   Enter change to Mailing address - City or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)            GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)           Non-city:    (Non City Address)
Building:    (Building Name)                           

Goto NMAILST


FRONT

NMAILST

NMAILST

? [F1]

   Enter change to Mailing address -State or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)            GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)           Non-city:    (Non City Address)
Building:    (Building Name)                           

Goto NMAILZP1


FRONT

NMAILZP1

NMAILZP1

   Enter change to Mailing address - Zipcode or Press ENTER for Same/No Change

Address:                                       Mailing Address:                                               
(House #) (House #)SUF  (Street Name)      (House #)  (House #)SUF  (Street Name)
(Unit Designation)                                  (Unit Designation)
(City), (State) (Zipcode)                               (City), (State) (Zipcode)
Phys des:   (Physical Description)                          
GQ unit:    (GQ Unit Description)            GQ unit:     (GQ Unit Description)
Non-Cty:   (Non-city address)           Non-city:    (Non City Address)
Building:    (Building Name)                           

IF entry lt 5 digits then goto CK_NMAILZP1
ELSE goto CL_MAILADDRESS


FRONT

PHONENUMBER

PHONENUMBER

  Ask or verify, if necessary.

What is your telephone number?

  Enter phone number or 0 for None

IF PHONENUMBER lt 10 digits and ne 0 then goto CK_PHONENUMBER
ELSE goto PHONENUMBER2


FRONT

PHONENUMBER2

PHONENUMBER2

  Ask or verify, if necessary.

Do you have another phone number where I can reach you?

  Enter phone number or 0 for None

IF PHONENUMBER lt 10 digits and ne 0 then goto CK_PHONENUMBER2

ELSE goto EMAILADDRESS


FRONT

EMAILADDRESS

EMAILADDRESS

            Ask or verify, if necessary

Can I have your e-mail address?

       
  Enter E-Mail or press ENTER for None/Same

Exit block and goto BCOVERAGE


Front


LETTER_Flag

** Not Displayed **



COVERAGE

NONTYP_v1

NONTYP_v1

     What type of non-interview do you have?

      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

1: Goto TYPEA_v1

2: Goto TYPEB_v1

3: Goto TYPEC_v1


COVERAGE

TYPEA_v1

TYPEA_v1

      Enter TYPE A noninterview

                  

1. No one home
2. Temporarily Absent
3. Refused
4. Other Type A -specify

1,2: IF RT2501.URRAL = R and (RT2501.FRAME ne 3 or
RT2501.GQTYPE = 901 or 903) AND NEWUNIT ne S
then goto FM_SALES
ELSEIF NEWUNIT ne S then goto GQ_UNIT
ELSE goto RACETYP_V1

3: Goto REF_RSN_v1

4: IF RT25.IMPADD = 1 then goto CK_TYPEA_V1
ELSE goto TYPEASP_V1


COVERAGE

TYPEASP_v1

TYPEASP_v1

  Specify other TYPE A

IF RT2501.URRAL = R and (RT2501.FRAME ne 3 or
RT2501.GQTYPE = 901 or 902) AND NEWUNIT ne S
then goto FM_SALES

ELSEIF NEWUNIT ne S then goto GQ_UNIT

ELSE goto RACETYP_V1


COVERAGE

REF_RSN_v1

REF_RSN_v1

   Enter type of refusal

                  

1. Hostile Respondent
2. Time Related Excuses
3. Language Problems
4. Other Refusal - specify

1-3: IF RT2501.URRAL = R and (RT2501.FRAME ne 3 or
RT2501.GQTYPE = 901 or 902) AND NEWUNIT ne S
then goto FM_SALES
ELSEIF NEWUNIT ne S then goto GQ_UNIT
ELSE goto RACETYP_V1

4: Goto REASON_S_v1


COVERAGE

REASON_S_v1

REASON_S_v1

     Specify type of refusal

IF RT2501.URRAL = R and (RT2501.FRAME ne 3
or RT2501.GQTYPE = 901 or 902) AND NEWUNIT ne S
then goto FM_SALES

ELSEIF NEWUNIT ne S then goto GQ_UNIT

ELSE goto RACETYP_V1


COVERAGE

TYPEB_v1

TYPEB_v1

          Enter TYPE B noninterview

                

1. Vacant (for rent)
2. Vacant (for sale)
3. Vacant (other)
4. Occupied by persons with URE
5. Under construction, not ready
6. All persons under 16
7. Unfit or to be demolished
8. Unoccupied tent or trailer site
9. Permit granted, construction not started
10. Other Type B -specify

1,2,4-7: IF NEWUNIT ne S then goto GQ_UNIT
ELSE goto BContact.BYOBS

3: Goto VACANT_S_v1

8,9: Goto BContact.BYOBS

10: Goto TYPEB_SP_v1


COVERAGE

TYPEB_SP_v1

TYPEB_SP_v1

  Specify other TYPE B

IF NEWUNIT ne S then goto GQ_UNIT

ELSE goto BCONTACT.BYOBS


COVERAGE

VACANT_S_v1

VACANT_S_v1

  Specify type of vacant

IF NEWUNIT ne S then goto GQ_UNIT

ELSE goto BContact.BYOBS


COVERAGE

TYPEC_v1

TYPEC_v1

     Enter TYPE C noninterview             

1. Demolished
2. House or Mobile Home moved
3. Converted to permanent nonresidential use
4. Merged with units in the same structure
5. Condemned
6. Located on military base (post)
7. Unused serial # on listing sheet
8. CU moved
9. CU merged with another CE CU within same address
10. Spawned in error
11. Unlocatable Sample Address
12. Unit does not exist or Unit is out of scope
13. Other type C - specify

1,2,4-6,8-9: Goto BContact.BYOBS

3,7,10,12: Goto END_COVERAGE

11: IF RT25.IMPADD = 0 then goto CK_TYPEC_V1
ELSE goto END_COVERAGE

13: Goto TYPEC_SP_V1


COVERAGE

TYPEC_SP_v1

TYPEC_SP_v1

    Specify other TYPE C

Goto BContact.BYOBS


COVERAGE

NONTYP_v2

NONTYP_v2

     What type of non-interview do you have?

      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

1: Goto TYPEA_V2

2: Goto TYPEB_V2

3: Goto TYPEC_V2


COVERAGE

TYPEA_V2

TYPEA_v2

      Enter TYPE A noninterview

                  

1. No one home
2. Temporarily Absent
3. Refused
4. Other Type A -specify

1,2: Goto RACETYP_V2

3: Goto REF_RSN_V2

4: IF RT25.IMPADD = 1 then goto CK_TYPEA_V2
ELSE goto TYPEASP_V2


COVERAGE

TYPEASP_V2

TYPEASP_v2

  Specify other TYPE A

Goto RACETYP_V2


COVERAGE

REF_RSN_V2

REF_RSN_v2

   Enter type of refusal

                  

1. Hostile Respondent
2. Time Related Excuses
3. Language Problems
4. Other Refusal - specify

1-3: Goto RACETYP_V2

4: Goto REASON_S_V2


COVERAGE

REASON_S_V2

REASON_S_v2

     Specify type of refusal

Goto RACETYP_V2


COVERAGE

TYPEB_V2

TYPEB_v2

          Enter TYPE B noninterview
                


1. Vacant (for rent)
2. Vacant (for sale)
3. Vacant (other)
4. Occupied by persons with URE
5. Under construction, not ready
6. All persons under 16
7. Unfit or to be demolished
8. Unoccupied tent or trailer site
9. Permit granted, construction not started
10. Other Type B -specify

1,2,4-9: Goto BContact.BYOBS

3: Goto VACANT_S_V2

10: Goto TYPEB_SP


COVERAGE

TYPEB_SP_V2

TYPEB_SP_v2

  Specify other TYPE B

Goto BContact.BYOBS


COVERAGE

VACANT_S_V2

VACANT_S_v2

  Specify type of vacant

Goto BContact.BYOBS


COVERAGE

TYPEC_V2

TYPEC_v2

     Enter TYPE C noninterview             

1. Demolished
2. House or Mobile Home moved
3. Converted to permanent nonresidential use
4. Merged with units in the same structure
5. Condemned
6. Located on military base (post)
7. Unused serial # on listing sheet
8. CU moved
9. CU merged with another CE CU within same address
10. Spawned in error
11. Unlocatable Sample Address
12. Unit does not exist or Unit is out of scope
13. Other type C - specify

1,2,4-6,8-9: Goto BContact.BYOBS

3,7,10,12: Goto END_COVERAGE

11: IF RT25.IMPADD = 0 then goto CK_TYPEC_V2
ELSE goto END_COVERAGE

13: Goto TYPEC_SP_V2


COVERAGE

TYPEC_SP_V2

TYPEC_SP_v2

    Specify other TYPE C

Goto BContact.BYOBS


COVERAGE

FM_SALES

FM_SALES

During the past 12 months did sales of crops, livestock, and other farm products from this place
amount to $1,000 or more?

                

1. Yes
2. No

Goto GQ_UNIT


COVERAGE

GQ_UNIT

GQ_UNIT

            Indicate if the unit is:

1. In a Group Quarters
2. NOT in a Group Quarters

1: Goto HUTYPE

2,DK: IF FRAME ne 3 then goto DIRACC
ELSE goto HUTYPE


COVERAGE

DIRACC

DIRACC

            Indicate if access to the household is:

1. Direct
2. Through another unit

1: Goto HUTYPE

2,DK: Goto MERGUA


COVERAGE

MERGUA

MERGUA

? [F1]
  
Is this a merged unit?

               

1. Merged
2. Not Merged

1,DK: Goto HUTYPE

2: Goto CK_MERGUA


COVERAGE

HUTYPE

HUTYPE

       Enter type of Housing Unit.

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

1-6,8,9,DK: Goto UNISTRQ

7,10: IF TYPEB_V1 ne 8 then goto HUTYPESP
ELSE goto UNISTRQ


COVERAGE

HUTYPESP

HUTYPESP

  Enter other type of housing unit

Goto UNISTRQ


COVERAGE

UNISTRQ

UNISTRQ

                Ask if not apparent

How many housing units, both occupied and vacant, are there in this structure?
        
                

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

IF NONTYP_V1 = 2 (type b) then goto BContact.BYOBS

ELSEIF NONTYP_V1 = 1 then goto RACETYP_V1

ELSE goto END_COVERAGE


COVERAGE

BYOBS

BYOBS

  Did you classify this unit by observation only?
   
    
PREVIOUS OBSERVATION:  (YES/NO)

           

1. Yes
2. No

1: Exit block and goto END_COVERAGE

2: Goto CP1NAME


COVERAGE

CP1NAME

CP1NAME

        Enter contact person name

        Press enter if no change is needed

PREVIOUS NAME:   (Previous Contact Persons Name)

Goto CP1TITL


COVERAGE

CP1TITL

CP1TITL

        Enter  contact person title

         Press enter if no change is needed

PREVIOUS TITLE:  (Title)

Goto PHON


COVERAGE

CP1PHONE

PHON

     Enter contact person phone number and extension     

      Press enter if no change is needed 

     PREVIOUS  PHONE NUMBER: (Previous phone) 

     PREVIOUS EXTENSION: (Previous extension)

IF entry is less than 10 digits then goto CK_CP1PHONE
ELSE goto CP1ADD1


COVERAGE

CP1ADD1

CP1ADD1

      Enter contact person street address

       Press enter if no change is needed

PREVIOUS ADDRESS:  (Previous address)
                                        (previous address - 2nd line)
                                        (Previous city)    (previous state)   (previous zipcode)  - (previous zipcode extension)

Goto CP1ADD2


COVERAGE

CP1ADD2

CP1ADD2

      Enter contact person second line of address, if necessary

       Press enter if no change is needed

  PREVIOUS ADDRESS:  (Previous address)
                                           (previous address - 2nd line)
                                        (Previous city)    (previous state)  (previous zipcode)  - (previous zipcode extension)

Goto CP1PO


COVERAGE

CP1PO

CP1PO

     Enter town or city

       Press enter if no change is needed

  PREVIOUS ADDRESS:  (Previous address)
                                           (previous address - 2nd line)
                                           (Previous city)    (previous state)   (previous zipcode) - (previous zipcode extension)

Goto CP1ST


COVERAGE

CP1ST

CP1ST

? [F1] 

   Enter state

      Press enter if no change is needed

  PREVIOUS ADDRESS:  (Previous address)
                                           (previous address - 2nd line)
                                           (Previous city)    (previous state)   (previous zipcode) - (previous zipcode extension)

IF entry is not a valid 2-digit state code then goto CK_CP1ST
ELSE goto CP1ZIP9


COVERAGE

CP1ZIP9

CP1ZIP9

     Enter zipcode     

Press enter if no change is needed     

PREVIOUS ADDRESS:  (Previous address)
                                         (previous address - 2nd line)
                                         (Previous city)    (previous state)   (previous zipcode) - (previous zipcode extension)

IF entry is lt 5 digits then goto CK_CP1ZIP9
ELSEIF CP1ZIP9[6:4] is less than 4 digits then
goto CK2_CP1ZIP9
ELSE exit block and goto END_COVERAGE


COVERAGE

RACETYP_V1

RACETYP_V1

  The items below are required information for all TYPE A cases.

Race code
                                               


1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian
6. Guamanian or Chamorro
7. Samoan
8. Other Pacific Islander
9. Other

Goto HH_MEMQ_V1


COVERAGE

HH_MEMQ_V1

HH_MEMQ_V1

 The items below are required information for all TYPE A cases.

Number of household members:

Goto TENURE_V1


COVERAGE

TENURE_V1

TENURE_V1

  The items below are required information for all TYPE A cases.

Tenure code

    

1. Owned
2. Rented

1,2: Goto HHQSRCE_V1

DK: Goto BUILD_A_V1


COVERAGE

BUILD_A_V1

BUILD_A_V1

Which best describes this building?
 


1. Single family detached
2. Townhouse - inner unit
3. End row or end townhouse
4. Duplex
5. 3-plex or 4-plex
6. Garden
7. High-rise
8. Apartment or flat
9. Mobile home or trailer
10. College dormitory

Goto HHQSRCE_V1


COVERAGE

HHQSRCE_V1

HHQSRCE_V1

         What was the source of the information for the household
           characteristics?


    
Enter all that apply, separate with commas
 


1. Observation
2. Neighbor
3. Building Manager
4. Other (Specify)

1-3: IF TYPEA_V1 = 3 then goto REF_SEX_V1
ELSE goto END_COVERAGE

4: Goto HHQ_SPECIFY_V1


COVERAGE

HHQ_SPECIFY_V1

HHQ_SPECIFY_V1

  Specify other source of information

IF TYPEA_V1 = 3 then goto REF_SEX_V1

ELSE goto END_COVERAGE


COVERAGE

REF_SEX_V1

REF_SEX_V1

  Provide the characteristics of the individual who refused to participate.

Sex of  individual      

   


1. Male
2. Female

Goto REF_RACE_V1


COVERAGE

REF_RACE_V1

REF_RACE_V1

  Provide the characteristics of the individual who
    refused to participate.


Race of individual

                

1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian
6. Guamanian or Chamorro
7. Samoan
8. Other Pacific Islander
9. Other

Goto REF_AGED_V1


COVERAGE

REF_AGED_V1

REF_AGED_V1


  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

Goto END_COVERAGE


COVERAGE

RACETYP_V2

RACETYP_V2

  The items below are required information for all TYPE A cases.

Race code
                               
                

1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian
6. Guamanian or Chamorro
7. Samoan
8. Other Pacific Islander
9. Other

Goto HH_MEMQ_V2


COVERAGE

HH_MEMQ_V2

HH_MEMQ_V2

 The items below are required information for all TYPE A cases.

Number of household members:

Goto TENURE_V2


COVERAGE

TENURE_V2

TENURE_V2

  The items below are required information for all TYPE A cases.

Tenure code

    

1. Owned
2. Rented

1,2: Goto HHQSRCE_V2

DK: Goto BUILD_A_V2


COVERAGE

BUILD_A_V2

BUILD_A_V2

Which best describes this building?


1. Single family detached
2. Townhouse - inner unit
3. End row or end townhouse
4. Duplex
5. 3-plex or 4-plex
6. Garden
7. High-rise
8. Apartment or flat
9. Mobile home or trailer
10. College dormitory

Goto HHQSRCE_V2


COVERAGE

HHQSRCE_V2

HHQSRCE_V2

         What was the source of the information for the household
           characteristics?


    
Enter all that apply, separate with commas

 

1. Observation
2. Neighbor
3. Building Manager
4. Other (Specify)

1-3: IF TYPEA_V2 = 3 then goto REF_SEX_V2
ELSE goto END_COVERAGE

4: Goto HHQ_SPECIFY_V2


COVERAGE

HHQ_SPECIFY_V2

HHQ_SPECIFY_V2

  Specify other source of information

IF TYPEA_V2 = 3 then goto REF_SEX_V2
ELSE goto END_COVERAGE


COVERAGE

REF_SEX_V2

REF_SEX_V2

  Provide the characteristics of the individual who refused to participate.

Sex of  individual      


   

1. Male
2. Female

Goto REF_RACE_V2


COVERAGE

REF_RACE_V2

REF_RACE_V2

  Provide the characteristics of the individual who
    refused to participate.


Race of individual

                

1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian
6. Guamanian or Chamorro
7. Samoan
8. Other Pacific Islander
9. Other

Goto REF_AGED_V2


COVERAGE

REF_AGED_V2

REF_AGED_V2


  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

Goto END_COVERAGE


COVERAGE


END_COVERAGE

** Non Displayed **

IF START = 5 or GENINTRO = 3 or INTROB = 3 then
goto BBACK.BlkAppt.THANK2

All others goto START_DEMOS


DEMOGRAPHICS

STLLIV

STLLIV

I have listed . . . . READ NAMES
^These_this (person/people) still living or staying here?

(This case is part of a Multi-CU address. There are (number) CU's for this address)

(Lis tof persons in the household)


1. Yes
2. No

Goto TUNIT1 Block - PERSTAT


DEMOGRAPHICS

PERSTAT

PERSTAT

      (Use up/down arrows to move to the correct row for membership change. When done, REVIEW/Update demographics. Press END key./Use left/right arrows to   


7. Delete person
8. CU member deceased
9. Reinstate person
99. Error - Person should not have been listed



DEMOGRAPHICS

FNAME

FNAME

(What is the name of the next person living or staying here?/What are the names of all persons living or staying here?) 

        
  Enter 999 if no more persons.

16 characters: Goto LNAME

999: IF CU_CODE = 1-10, DK or RF then goto CK_FNAME
ELSE exit block and goto CHECKS


DEMOGRAPHICS

LNAME

LNAME

  Enter Last Name

Goto CU_CODE


DEMOGRAPHICS

CU_CODE

CU_CODE

            Ask if not apparent

What is (your/NAME's) relationship to (you/the owner/renter/name of reference person)?

        
  If this 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

IF more than 1 reference person (CU_CODE = 1) has been
selected then goto CK_CHECKS2

ELSE goto SEX


DEMOGRAPHICS

SEX

SEX

          Ask if not apparent

Is ^NAME male or female?


1. Male
2. Female

1,DK,RF: Goto AWAY_COL

2: IF SEX = sex of reference person then goto CK_SEX1
ELSE goto AWAY_COL


DEMOGRAPHICS

AWAY_COL

AWAY_COL

       Ask if not apparent                     

Is ^NAME living away at college?
  

1. Yes
2. No

1: IF CU_CODE = 1 then goto CK_AWAYCOL
ELSE goto HH_MEM

2,DK,RF,EMPTY: Goto HH_MEM


DEMOGRAPHICS

HH_MEM

HH_MEM

Does ^NAME usually live here?

              
  Probe if usual place of residence is elsewhere.

                 

1. Yes
2. No

1,DK,RF,EMPTY: Goto next line of grid

2: IF CU_CODE = 2 then goto CK_HHMEM
ELSE goto next line of grid


DEMOGRAPHICS


CHECKS

**  Non Displayed **

IF no reference person (CU_CODE = 1) has been selected then goto CK_CHECKS1

ELSE goto HHRESP


DEMOGRAPHICS

HHRESP

HHRESP

     Ask if necessary

With whom am I speaking? 

        
Enter line number


1. NAME[1]
2. NAME[2]
3. NAME[3]
4. NAME[4]
5. NAME[5]
6. NAME[6]
7. NAME[7]
8. NAME[8]
9. NAME[9]
10. NAME[10]
11. NAME[11]
12. NAME[12]
13. NAME[13]
14. NAME[14]
15. NAME[15]
16. NAME[16]
17. NAME[17]
18. NAME[18]
19. NAME[19]
20. NAME[20]
21. NAME[21]
22. NAME[22]
23. NAME[23]
24. NAME[24]
25. NAME[25]
26. NAME[26]
27. NAME[27]
28. NAME[28]
29. NAME[29]
30. NAME[30]
95. Proxy Respondent

IF HHRESP gt NROSIZE then goto CK_HHRESP

ELSEIF (MEMBSTAT[HHRESP] = 1 and PERSTAT[HHRESP] ne 9) OR
(MEMBSTAT[HHRESP] = 5) OR (PERSTAT[HHRESP] = 7, 8 or
99) OR (HH_MEM[HHRESP] = 2 or blank) then
goto CK_HHRESP2

ELSEIF ((INTNMBR = 1 or NEWCU = 1) and NEWUNIT ne 5) OR
REPLACE = 1 AND NROSIZE less than 30 then goto MLIVE

ELSEIF ((INTNMBR = 1 or NEWCU = 1) and NEWUNIT ne 5) OR
REPLACE = 1 AND NROSIZE eq 30 then exit block and goto
BSUBFAMILY, BSFMAKEUP or TUNIT2 as appropriate

ELSE goto NEWLIV


DEMOGRAPHICS

MLIVE

MLIVE

So I have listed (Number of people in the household) (person/people) living or staying here now.

     (Lis tof persons in the household)

Is there anyone else living or staying here now - any babies, small children, non-relatives or anyone else?

    
  Please verify that the information on this screen is correct.

1. Yes
2. No

1: Go back to where FNAME = 999

2,DK,RF: Exit block and goto BSUBFAMILY, BSFMAKEUP or
TUNIT2 as appropriate


DEMOGRAPHICS

NEWLIV

NEWLIV

 Is anyone else living or staying here, including newborn babies?

(Lis tof persons in the household)

          

1. Yes, add new person
2. No

1: Go back to where FNAME = 999

2: Exit block and goto BSUBFAMILY, BSFMAKEUP or
TUNIT2 as appropriate


DEMOGRAPHICS

SUBFAM1

SUBFAM1

Earlier you said that ^NAME was
not related to (Name of reference person).
 Is ^NAME related to anyone else in this household?

         

1. Yes
2. No

1: Goto SUBFAM2

2: IF no more non-rels then goto SET_SUBFAMS
ELSE goto SUBFAM1 for next unassigned non-rel


DEMOGRAPHICS

SUBFAM2

SUBFAM2

Who is ^NAME related to?

       
    PROBE: Anyone else?

         Enter line number(s), separate with commas

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

IF SUBFAM2 gt NROSIZE then goto CK_SUBFAM2

ELSEIF no more non-rels then goto SET_SUBFAMS

ELSE goto SUBFAM, for next unassigned non-rel


DEMOGRAPHICS


SET_SUBFAMS

**  Non Displayed **

Goto BFSMAKEUP Block - SHELTX


DEMOGRAPHICS

SHELTX

SHELTX

(Begin financial responsibility questions to determine CU's)

(Do/Does)
(READ NAMES) pay for all ^yourhishertheir housing  
expenses with ^yourhishertheir own money?          
                      
(subfamily names)
             
  

1. Yes
2. No

Goto FOODX


DEMOGRAPHICS

FOODX

FOODX

(Do/Does) (READ NAMES) pay for all (your/his/her/their) food          
expenses with (your/his/her/their) own money?           
                       
(subfamily names)
            
  

1. Yes
2. No

1: IF SHELTX = 1 and there are no more subfams then goto
UPDATE_SUBFAM
ELSEIF SHELTX = 1 then goto SHELTX for next subfam
ELSE goto OTHERX

2,DK,RF: Goto OTHERX


DEMOGRAPHICS

OTHERX

OTHERX

(Do/Does) (READ NAMES) pay for all (your/his/her/their) other      
living expenses such as clothing, transportation,          
etc., with (your/his/her/their) own money? 

(subfamily names)
                   


1. Yes
2. No

1: IF SHELTX = 1 OR FOODX = 1 AND there are no more
subfamiles then goto UPDATE_SUBFAM
ELSEIF SHELTX = 1 OR FOODX = 1 then goto SHELTX for next
subfamily
ELSE goto SUPSRC

2,DK,RF: Goto SUPSRC


DEMOGRAPHICS

SUPSRC

SUPSRC

Does all or part of the money to pay for 
(READ NAMES) ^description come from someone 
in this household?

(subfamily names)


1. Yes
2. No

1: Goto SUPRT1

2,DK,RF: IF no more subfamilies then goto UPDATE_SUBFAM
ELSE goto SHELTX for next subfamily


DEMOGRAPHICS

SUPRT1

SUPRT1

Who is that person(s)?

    Enter line number(s), separate with commas

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

IF SUPRT1 gt NROSIZE then goto CK_SUPRT1

ELSEIF no more subfamilies then goto UPDATE_SUBFAM

ELSE goto SHELTX for next subfamily


DEMOGRAPHICS


UPDATE_SUBFAM

**  Non Displayed **

IF more than 1 CU then exit block and goto CONSUMER_UNITS
ELSE goto CU_INTRO


DEMOGRAPHICS


CU_CODE

** Not displayed **

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



DEMOGRAPHICS

CONSUMER_UNITS

CONSUMER_UNITS

  HOUSEHOLD MEMBERS BROKEN INTO APPROPRIATE CU'S

     (List CU#, Line number, and name)


1. Enter 1 to Continue

Goto CU_INTRO


DEMOGRAPHICS

CU_INTRO

CU_INTRO

During this interview, I will use the word household to refer to the group of related persons who are independent of all other persons living at this address for payment of their major expenses.

A "household" is considered one Consumer Unit
                             
The (person/ persons) I'm including  in your  household  (are/is)
(READ NAME(S))         
                             
(Names of Cu members)
   


1. Enter 1 to Continue

Goto TUNIT2 block


DEMOGRAPHICS


NAME

** SHOW ONLY **



DEMOGRAPHICS


CU_CODE

** SHOW ONLY **

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



DEMOGRAPHICS


SEX

 ** SHOW ONLY **

1. Male
2. Female


DEMOGRAPHICS

AGE

AGE1

As of today, how old (are/is) (you/NAME)?

DK,RF: Goto AGE2

0-109: IF CU_CODE = 1 AND AGE lt 16 then goto CK_AGE
ELSEIF RESPLINE = MEMBNO AND AGE lt 16 then
goto CK_AGE
ELSEIF AGE = 13,15,61 or 64 then goto AGESPEC
ELSE goto HORIGIN

110-200: Goto CK_AGE1


DEMOGRAPHICS

AGESPEC

AGESPEC

Some questions are only asked for household members of a certain age.

In what month and year will (you/NAME) be (14/16/62/65) years old?


  
   Enter month and year when household member will turn (14/16/62/65)

IF before current month and year then goto VERIFY_AGE

ELSEIF AGESPEC[3:6] after current year + 1 then
goto CK_AGESPEC

ELSE goto HORIGIN


DEMOGRAPHICS

AGE2

AGE2

           Ask if necessary

(Are/Is) (you/he/she) under 16?

          

1. Yes
2. No

1: IF RESPLINE = MEMBNO then goto CK_AGE2
ELSEIF CU_CODE = 1 then goto CK_AGE2
ELSE goto HORIGIN

2,DK,RF: Goto HORIGIN


DEMOGRAPHICS

HORIGIN

HORIGIN

3

(Are/Is) (you/NAME) Hispanic, Latino, or Spanish?


1. Yes
2. No

1: Goto HISPANIC

2,DK,RF: Goto MULTRACE


DEMOGRAPHICS

HISPANIC

HISPANIC

3

(Are/Is) (you/NAME) -


  Examples of "other" include - Argentinean, Colombian, Dominican, Nicaraguan, Salvadoran, Spaniard



1. Mexican?
2. Mexican-American?
3. Chicano?
4. Puerto Rican?
5. Cuban?
6. Other (Specify)

1-5,DK,RF: Goto MULTRACE

6: Goto HISPOTH


DEMOGRAPHICS

HISPOTH

HISPOTH

  Specify:

Goto MULTRACE


DEMOGRAPHICS

MULTRACE

MULTRACE

3

What is (your/NAME's) race?

            
  Probe if necessary

         
  Enter all that apply, separate with commas

         
  Examples of "Other Pacific Islander" include - Fijian, Tongan


1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian
6. Guamanian or Chamorro
7. Samoan
8. Other Pacific Islander
9. Other Specify
10. Don't Know

1-3,5,8,10,RF: IF AGE ge 14 OR AGERNG = 8 or 9 then
goto MARITAL
ELSE goto Next Person

4: Goto ASIAN

9: Goto RACESP


DEMOGRAPHICS

ASIAN

ASIAN

3


(Are/Is) (you/NAME) -

Examples of "other" include - Hmong, Laotian, Thai, Pakistani, Cambodian


1. Chinese?
2. Filipino?
3. Japanese?
4. Korean?
5. Vietnamese?
6. Asian Indian?
7. Other (Specify)

1-6,DK,RF: IF AGE ge 14 OR (AGERNG = 8 or 9) then
goto MARITAL
ELSE goto Next Person

7: Goto ASIANOTH


DEMOGRAPHICS

ASIANOTH

ASIANOTH

  Specify:

IF AGE ge 14 OR (AGERNG = 8 or 9) then goto MARITAL
ELSE goto Next Person


DEMOGRAPHICS

RACESP

RACESP

  Specify other race

IF AGE ge 14 OR (AGERNG = 8 or 9) then goto MARITAL
ELSE goto Next Person


DEMOGRAPHICS

MARITAL

MARITAL

            Ask if not apparent   

(Are/Is) ^YOUNAME -
            


1. Married?
2. Widowed?
3. Divorced?
4. Separated?
5. Never married?

IF AGE ge 14 or (AGERNG = 8 or 9) then goto EDUCA
ELSE goto BIRTH_MO for next member


DEMOGRAPHICS

EDUCA

EDUCA

4

What is the highest level of school (you have/ (Name) has) completed or the highest degree (you have/ (Name) has) received?
         


1. No schooling completed, or less than 1 year
2. Nursery, kindergarten, and elementary (grades 1-8)
3. High school (grades 9-12, no degree)
4. High school graduate - high school diploma or the equivalent (GED)
5. Some college but no degree
6. Associate's degree in college
7. Bachelor's degree (BA, AB, BS, etc.)
8. Master's, professional, or doctorate degree (MA, MS, MBA, MD, JD, PhD, etc.)

1-3,DK,RF: IF AGE = 16-65 or (AGERNG = 8 or 9) then
goto ARM_FORC
ELSE goto next member

4-8: Goto IN_COLL


DEMOGRAPHICS

IN_COLL

IN_COLL

(Are/Is) (you/NAME) currently enrolled in a college or university either - 

            

1. Full-time?
2. Part-time?
3. Not at all?

IF AGE = 16-65 or (AGERNG = 8 or 9) then goto ARM_FORC
ELSE goto next member


DEMOGRAPHICS

ARM_FORC

ARM_FORC

4    ? [F1]

(Are/Is) (you/NAME) now in the Armed Forces? 

            

1. Yes
2. No

IF this is the last person then goto CHECKS2
ELSE goto the next person


DEMOGRAPHICS

CE_INTRO

CE_INTRO

As we start, please understand that we ask the same topics of everybody we talk to.  I realize some of these questions may not apply to your household.
     
Most questions that I will be asking refer to a specific time period.

During this interview, the time period, unless I state otherwise is for the 
past three months, that is, from the 1st day of (reference month) to today.

Most of my questions are about expenses your household had or bills you've received.  You will find it helpful to have your checkbook register, credit card statements and other records as you answer the questions.


1. Enter 1 to Continue

Goto BUSCREEN


Control Card

BUSCREEN

BUSCREEN

Since the first of (reference month), have (you/you or any members of your household) had any expenses that will be reimbursed or deducted as business expenses?

1. Yes
2. No

1,DK,RF: Goto BUSXPNSE

2: Exit block and goto BSECT01



BUSXPNSE

BUSXPNSE

For certain topics, such as housing, utilities, or vehicles, I will ask you to estimate how much of the expense was or will be deducted as a business expense.

1. Enter 1 to Continue

Exit block and goto BSECT01


Diary Pick-up


NAME

** SHOW ONLY **



Diary Pick-up


DIARY

SHOW ONLY



Diary Pick-up

PRESENT_AT_PKUP

PRESENT_AT_PKUP

  Is ^NAME present and participating in diary pick-up?

1. Yes
2. No

Goto ANY_ENTRIES


Diary Pick-up

ANY_ENTRIES

ANY_ENTRIES

(* Are there any expenses recorded in ^NAMES diary?/Did you record any expenses in your diary?)

1. Yes
2. No
3. Refused to fill out diary

1,DK: IF PRESENT_AT_PKUP = 2 AND
TblPlacement.BPersons.DIARY_TYPE = 2 then
goto PAPER_PKUP
ELSEIF PRESENT_AT_PKUP = 2 then goto END_PERSON
ELSEIF MEMBNO = RESPLINE and ANY_ENTRIES = DK then
goto CK_ANY_ENTRIES
ELSE goto ANYRECALL

2: IF PRESENT_AT_PKUP = 2 AND
TblPlacement.BPersons.DIARY_TYPE = 2 then
goto PAPER_PKUP
ELSEIF PRESENT_AT_PKUP = 2 then goto END_PERSON
ELSEIF (Current date on or before PKUP_DATE + 4 days)
then goto TOTAL_RECALL
ELSEIF TblPlacement.BPersons.DIARY_TYPE = 2 then
goto PAPER_PKUP
ELSE goto END_PERSON

3: Goto END_PERSON


Diary Pick-up

ANYRECALL

ANYRECALL

Did you have any expenditures that you did not enter into the diary - maybe because you were too busy, you  forgot, or because you didn't think it should be included? 

   
  If "Yes," click on the Receipts/Recall tab to add expenditures.
 


1. Yes
2. No

1: Goto ANY_RECEIPTS

2: IF TblPlacement.BPersons.DIARY_TYPE = 2 then
goto PAPER_PKUP
ELSE goto END_PERSON


Diary Pick-up

TOTAL_RECALL

TOTAL_RECALL

Did ^YOU_NAME have any expenses or purchases during (Diary reference dates) time?

    If "Yes,"  click on the Receipts/Recall tab to add expenditures


1. Yes
2. No

1: Goto ANY_RECIPTS

2,DK,RF: IF TblPlacement.BPersons.DIARY_TYPE = 2 then
goto PAPER_PKUP
ELSE goto END_PERSON


Diary Pick-up

ANY_RECEIPTS

ANY_RECEIPTS

  Were receipts used for the majority of the recalled items?

1. Yes
2. No

IF TblPlacement.BPersons.DIARY_TYPE = 2 then goto PAPER_PKUP

ELSE goto END_PERSON


Diary Pick-up

PAPER_PKUP

PAPER_PKUP

  Have you picked up the paper diary for ^NAME?

  
  If no, press ENTER

1. Yes, paper dairy picked up

Goto END_PERSON


Diary Pickup


END_PERSON

** Not Displayed **

Go to next person
IF no more persons then exit table and goto BSECT01



PICKUP19

PICKUP19

  Thank the respondent and others present for keeping a diary
     If necessary, collect any paper diaries



1. Enter 1 to Continue



08A

S8A_INTRO

INTROA

 23-26

(Let's start with/Now I am going to ask about) expenses for home furnishings and related household items.
Please include any shipping and handling charges with the cost of any item that was shipped.

          Item        Month    Amount   
          (FURNDESC) (FURNMO) (FURNPURX)


    

1. Enter 1 to Continue

Goto BSect08L1.BTableA.Brow.ITEM


08A

FRA_ITEM

ITEM

SCREEN 1 -----------------------------------------------------------------------------

23    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) purchased for (you/your household) or for someone outside of your household any --
  
       
  Read each item on list
          
  
SCREEN 2 ------------------------------------------------------------------------------

 24    ? [F1]
                                  
Have (you/you or any members of your household) purchased any --

     
  Read each item on list

SCREEN 3 -------------------------------------------------------------------------------

 25    ?[F1]

Have (you/you or any members of your household) purchased any --

     
  Read each item on list


SCREEN 4 -------------------------------------------------------------------------------

 26    ? [F1]

Have (you/you or any members of your household) purchased any --

     
  Read each item on list  


1. Sofas?
2. Living room chairs?
3. Living room tables?
4. Ping-pong, pool tables or other similar recreation room items?
5. Other living room, family, or recreation room furniture including desks, wall units, and shelving?
6. Living room furniture combinations?
7. Dining room or kitchen furniture?
8. Mattresses or box springs?
9. Bedroom furniture other than mattresses or box springs?
10. Infants furniture?
11. Infants equipment?
12. Patio, porch, or outdoor furniture?
13. Barbeque grills or outdoor decorative items

1-28: IF ITEM ne Item2Shadow then goto CK_ITEM
Goto DESCRIPTION

95: Goto next row

99: Goto S8A_END

888: IF ROW number = 34 then goto S8A_END
ELSE goto ITEM - next line of grid




PreFill

** SHOW ONLY **



08A

FURNDESC

DESCRIPTION

What did you purchase?

           Item      Month     Amount                          
          (FURNDESC)(FURNMO)  (FURNPURX)

Goto MONTH


08A

FURNMO

MONTH

In what month did you purchase it?

             Item      Month     Amount                          
            (FURNDESC)(FURNMO)  (FURNPURX)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

REF_MONTH - CUR_MONTH: IF entry is not in reference
period then goto ERR3_MONTH
ELSE goto WHO

DK,RF: Goto WHO


08A

FURNGFTC

WHO

Was this purchased for your household or for someone outside of your household?

                 Item         Month      Amount
                (FURNDESC)   (FURNMO)   (FURNPURX)


1. For use by household
2. For someone outside the household

Goto AMOUNT


08A

FURNPURX

AMOUNT

What was the purchase price?

 
           Item      Month     Amount                          
          (FURNDESC)(FURNMO)  (FURNPURX)

1-999999: IF (FURNPURY = 100 and AMOUNT lt 21 or gt 3000)
OR (FURNPURY = 101 and AMOUNT lt 10 or gt 1939)
OR (FURNPURY = 102 and AMOUNT lt 5 or gt 1500)
OR (FURNPURY = 104 and AMOUNT lt 21 or gt 3500)
OR (FURNPURY = 107 and AMOUNT lt 11 or gt 2400)
OR (FURNPURY = 106 and AMOUNT lt 73 or gt 7000)
OR (FURNPURY = 110 and AMOUNT lt 15 or gt 4309)
OR (FURNPURY = 120 and AMOUNT lt 25 or gt 1679)
OR (FURNPURY = 121 and AMOUNT lt 10 or gt 3500)
OR (FURNPURY = 130 and AMOUNT lt 10 or gt 1065)
OR (FURNPURY = 131 and AMOUNT lt 7 or gt 500)
OR (FURNPURY = 140 and AMOUNT lt 5 or gt 900)
OR (FURNPURY = 141 and AMOUNT lt 6 or gt 965)
OR (FURNPURY = 150 and AMOUNT lt 10 or gt 1300)
OR (FURNPURY = 171 and AMOUNT lt 5 or gt 450)
OR (FURNPURY = 173 and AMOUNT lt 5 or gt 531)
OR (FURNPURY = 180 and AMOUNT lt 5 or gt 317)
OR (FURNPURY = 181 and AMOUNT lt 5 or gt 423)
OR (FURNPURY = 192 and AMOUNT lt 5 or gt 298)
OR (FURNPURY = 196 and AMOUNT lt 5 or gt 300)
OR (FURNPURY = 199 and AMOUNT lt 5 or gt 416)
OR (FURNPURY = 200 and AMOUNT lt 6 or gt 374)
OR (FURNPURY = 201 and AMOUNT lt 5 or gt 200)
OR (FURNPURY = 206 and AMOUNT lt 5 or gt 300)
OR (FURNPURY = 205 and AMOUNT lt 5 or gt 290)
OR (FURNPURY = 212 and AMOUNT lt 5 or gt 1100)
OR (FURNPURY = 214 and AMOUNT lt 5 or gt 1035)
OR (FURNPURY = 215 and AMOUNT lt 5 or gt 1643)
then goto ERR1_AMOUNT
ELSEIF FURNPURY and the entry in AMOUNT for
this record are equal to any records data on
the pre-chart/input then goto ERR_DUP
ELSE goto TAX

DK,RF: Goto C


08A

FRNPURTX

TAX

Did this include sales tax?

           Item      Month     Amount                          
          (FURNDESC)(FURNMO)  (FURNPURX)


1. Yes
2. No

Goto C


08A

S8ACMB_S

C

  Enter 'C' for a combined expense.

C: Goto COMBCODE

Empty: Goto MORE

IF anything other than an 'C' or the Enter key is entered
then goto CK_C


08A

S8A_CMB

COMBCODE

 23-26    ?[F1]

What was combined with fill for COMBCODE?

                Enter all that apply, separate with commas.
 

                    Item      Month     Amount  
                   (FURNDESC)(FURNMO)  (FURNPURX)


1. Sofas
2. Living room chairs
3. Living room tables
4. Ping-pong, pool tables or other similar recreation room items
5. Other living room, family, or recreation room furniture including desks, wall units, and shelving
6. Living room furniture combinations
7. Dinning room or kitchen furniture
8. Mattresses or box springs
9. Bedroom furniture other than mattresses or box springs
10. Infants furniture
11. Infants equipment
12. Patio, porch, or outdoor furniture
13. Barbeque grills or outdoor decorative items
14. Office furniture for home use
15. Lamps, lighting fixtures, or ceiling fans
16. Other household decorative items
17. Closet and storage items
18. Travel items including luggage
19. Stainless, silver or other flatware
20. Non-electric cookware
21. Dishes, glasses, or serving pieces
22. Bedroom linens
23. Bathroom linens
24. Kitchen, dining room, or other linens
25. Slipcovers, decorative pillows or cushions
26. Rugs or other non-permanent floor coverings, including carpet squares
27. Curtains or drapes
28. Blinds, shades or other window coverings
77. Misc. Combined (unable to specify/DK)

Goto MORE


08A

ANYOTH8

MORE

Did you purchase any other (description)?

 
           Item      Month     Amount                          
          (FURNDESC)(FURNMO)  (FURNPURX)


1. Yes
2. No

1: IF ROW number = 34 then goto ERR_MAX
ELSE goto ITEM, next line of grid

2,DK,RF: IF ROW number = 34 then goto S8_END
ELSE goto ITEM, next line of grid


08A


S8A_END

** Non Displayed **

Exit block and goto Section 8B - BlkSect08_Furniture


08B

FURNRNTL

FURNRNTL

Since the first of (reference month), have (you/you or any members of your household) rented or leased any furniture?

1. Yes
2. No

1: Goto FURNRNTX

2,DK,RF: Goto REPFURN


08B

FURNRNTX

FURNRNTX

What was the total expense?

1-99999: IF FURNRNTX lt 5 or gt 1340 then goto ERR1_FURNRNTX
ELSE goto FRNRNTCX

DK,RF: Goto FRNRNTCX


08B

FRNRNTCX

FRNRNTCX

How much of the total amount was spent this month?

0-99999: IF FRNRNTCX gt FURNRNTX then goto CK_FRNRNTCX
ELSE goto REPFURN

DK,RF: Goto REPFURN


08B

REPFURN

REPFURN

Since the first of (reference month), have (you/you or any members of your household) had any expenses for repairing, refinishing or reupholstering furniture, including the cost for fabric?

1. Yes
2. No

1: Goto REPFURNX

2,DK,RF: Goto S8B_END


08B

REPFURNX

REPFURNX

What was the total expense?

1-999999: IF REPFURNX lt 5 or gt 1900 then
goto ERR1_REPFURNX
ELSE goto REPFRNCX

DK,RF: Goto REPFRNCX


08B

REPFRNCX

REPFRNCX

How much of the total amount was spent this month?

0-999999: IF REPFRNCX gt REPFURNX then goto CK_REPFRNCX
ELSE goto S8B_END

DK,RF: Goto S8B_END


08B


S8B_END

** Non Displayed **

Exit block and goto S8_END


08B


S8_END

** Non Displayed **

Exit block and goto section 6 - BSECT6PT


06A

S6A_INTRO

INTROA

 15

Now I am going to ask about the purchase or rental of major household appliances.  
Please include any shipping and handling charges with the cost of any item that was shipped.


     
     Description  Type        Month    Amount  
       (MAJTYPE)   (Purchased/ (MAJ_MO) (MAJPURX/
                    Rented)              MAJRENTX)


1. Enter 1 to Continue

Goto BTABLEA.BROW.ITEM


06A

APA_ITEM

ITEM

 15    ? [F1]

Since the first of (reference month), have (you/you or any members of your household)
purchased or rented any of the following items for your household
or for someone outside of your household?

      
  Read each item on list.     
      
     

1. Microwave oven
2. Cooking stove, range or oven
3. Range hood
4. Refrigerator or home freezer
5. Built-in dishwasher
6. Portable dishwasher
7. Garbage disposal
8. Clothes washer or dryer
99. None/No more entries
888. Delete the line

1-8: IF ITEM ne Item2Shadow then goto CK_ITEM
ELSE goto DESCRIPTION

99: Goto S6A_END

888: IF no more grid lines then goto S6A_END
ELSE goto ITEM - next line of grid




PreFill

** SHOW ONLY **



06A

MAJTYPE

DESCRIPTION

What did you purchase(or rent/ )?                             
                    
      
  Enter brief description of the item

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX

Goto WHO


06A

GFTC_MAJ

WHO

     Was this item - 

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX


1. Purchased for someone inside the household?
2. ^S6ARENT
3. Purchased for someone outside your household?

1,3,DK,RF: Goto MONTH

2: Goto AMOUNT


06A

MAJ_MO

MONTH

       When did you purchase it?

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

REF_MONTH - CUR_MONTH: IF entry is not in the reference
period then goto ERR3_MONTH
ELSE goto AMOUNT

DK,RF: Goto AMOUNT


06A

MAJ_AMOUNT

AMOUNT

(What was the total rental expense since the first of (reference month) not including (current month

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX

1-999999: IF WHO = 1, 3, DK or RF) AND
[(MAJAPPLY = 100 and AMOUNT lt 27 or gt 1915) OR
(MAJAPPLY = 120 and AMOUNT lt 20 or gt 473) OR
(MAJAPPLY = 140 and AMOUNT lt 40 or gt 1822) OR
(MAJAPPLY = 160 and AMOUNT lt 81 or gt 1000) OR
(MAJAPPLY = 170 and AMOUNT lt 10 or gt 530) OR
(MAJAPPLY = 180 and AMOUNT lt 35 or gt 450) OR
(MAJAPPLY = 195 and AMOUNT lt 41 or gt 1184)OR
(MAJAPPLY = 210 and AMOUNT lt 10 or gt 600)]
then goto ERR1_AMOUNT
ELSEIF (WHO = 2) AND (AMOUNT lt 5 or gt 362) then
goto ERR1_AMOUNT
ELSEIF MAJAPPLY and the entry in AMOUNT
for this record are equal to any records
data on the pre-chart/input then goto ERR_DUP
ELSE goto TAX

DK,RF: Goto INSTALL


06A

MAJTAX

TAX

 Did this include sales tax?

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX


1. Yes
2. No

Goto INSTALL


06A

INSTALL

INSTALL

Were there any extra charges for installation or delivery?

        Include charges for disposal of old appliances.

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX
   

1. Yes
2. No

1: Goto INST

2,DK,RF: Goto C


06A

MAJINSTX

INST

How much?

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX

1-999999: IF (MAJAPPLY = 100 and INST gt 800) OR
(MAJAPPLY = 120 and INST gt 250) OR
(MAJAPPLY = 140 and INST gt 275) OR
(MAJAPPLY = 160 and INST gt 200) OR
(MAJAPPLY = 170 and INST gt 50) OR
(MAJAPPLY = 180 and INST gt 400) OR
(MAJAPPLY = 195 and INST gt 50) OR
(MAJAPPLY = 210 and INST gt 50)
THEN goto ERR1_INST
ELSE goto C

DK,RF: Goto C


06A

MAJCMB_S

C

  Enter 'C' for a combined expense.

C: Goto COMBCODE

empty: Goto MORE

IF anything other than a 'C' or the Enter key is entered
then goto CK_C


06A

MAJCMB

COMBCODE

 15    ? [F1]

What other appliances is the (Appliance description) combined with?

    
   Enter all that apply, separate with commas

 

1. Microwave oven
2. Cooking stove, range or oven
3. Range hood
4. Refrigerator or home freezer
5. Built-in dishwasher
6. Portable dishwasher
7. Garbage disposal
8. Clothes washer or dryer
77. Misc. combined (unable to specify/DK)

Goto MORE


06A

MAJOTHER

MORE

Did you purchase(or rent/ ) any other (Appliance Description)?

          Description  Type         Month    Amount  
          (MAJTYPE)   (Purchased/  (MAJ_MO) (MAJPURX/
                       Rented)               MAJRENTX 


1. Yes
2. No

1: IF ROW number = 7 then goto ERR_MAX
ELSE goto ITEM, next row of grid

2,DK,RF: IF Row number = 7 then goto S6A_END
ELSE goto ITEM, next row of grid


06B


S6A_END

** Non Displayed **

Goto Section 6B - S6B_INTRO


06B

S6B_INTRO

INTROB

 16 - 21

Now I am going to ask about expenses for the purchase or rental of household appliances and other selected items.  Please include any shipping and handling charges with the cost of any item that was shipped.

Description  Type        Month    Amount  
MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
            Rented)             MINRENTX)


1. Enter 1 to Continue

Goto BTableB.BROW.ITEM


06B

APB_ITEM

ITEM


SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
16   ? [F1]

Since the first of (reference month), have (you/you or any members of your household) purchased or rented any of the following items?


  Read each item on list


SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

  17    ? [F1]

Have (you/you or any members of your household) purchased or rented any -- 

     
  Read each item on list


SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

  18   ? [F1]

Have (you/you or any members of your household)  purchased or rented any --

    
  Read each item on list     


SCREEN 4 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
19   ? [F1]

Have (you/you or any members of your household) purchased or rented any --

    
  Read each item on list    


Screen 5----------------------------------------------------------------------------------------
20   ? [F1]

Have (you/you or any members of your household) purchased or rented any --

           
  Read each item on list   

                                                                    
 Screen 6----------------------------------------------------------------------------------------
21   ? [F1]

Have (you/you or any members of your household) purchased any --

1-37: IF ITEM ne Item2Shadow then goto CK_ITEM
ELSE goto DESCRIPTION

95: Goto ITEM - next line of grid

99: Goto S6B_END

888: IF no more grid lines then goto S6B_END
ELSE goto ITEM - next line of grid




PreFill

** SHOW ONLY **



06B

MINTYPE

DESCRIPTION

What did you purchase(or rent/ )?

    
  Enter a brief description of item.

      (* Report items such as flash drives, memory cards, recordable discs, and tapes as code 13, Portable memory cards, recordable discs, and tapes as cod


                  Description  Type        Month    Amount  
                  (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                               Rented)              MINRENTX)

Goto WHO


06B

GFTCMIN

WHO

Was this item ...

  


1. Purchased for someone inside the household?
2. ^S6BRENT
3. Purchased for someone outside your household?

1,3,DK,RF: Goto MONTH

2: Goto AMOUNT


06B

MIN_MO

MONTH

When did you purchase it?

                 Description  Type        Month    Amount  
                  (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                               Rented)              MINRENTX)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

REF_MONTH - CUR_MONTH: IF MONTH not in reference period then
goto ERR3_MONTH
ELSE goto AMOUNT

DK,RF: Goto AMOUNT


06B

MIN_AMOUNT

AMOUNT

(What was the total rental expense since the first of (reference month) not including (current month)?/What did it cost?)   

  
Description  Type      Month    Amount  
  MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
               Rented)             MINRENTX          

1-999999: IF (WHO = 1, 3, DK or RF) AND
( (MINAPPLY = 230 and AMOUNT lt 6 or gt 200) OR
(MINAPPLY = 240 and AMOUNT lt 5 or gt 125) OR
(MINAPPLY = 260 and AMOUNT lt 15 or gt 600) OR
(MINAPPLY = 270 and AMOUNT lt 6 or gt 896) OR
(MINAPPLY = 280 and AMOUNT lt 8 or gt 4000) OR
(MINAPPLY = 300 and AMOUNT lt 6 or gt 1068) OR
(MINAPPLY = 310 and AMOUNT lt 5 or gt 2500) OR
(MINAPPLY = 320 and AMOUNT lt 11 or gt 700) OR
(MINAPPLY = 330 and AMOUNT lt 5 or gt 250) OR
(MINAPPLY = 340 and AMOUNT lt 15 or gt 940) OR
(MINAPPLY = 350 and AMOUNT lt 5 or gt 400) OR
(MINAPPLY = 365 and AMOUNT lt 10 or gt 4200) OR
(MINAPPLY = 390 and AMOUNT lt 25 or gt 886) OR
(MINAPPLY = 395 and AMOUNT lt 25 or gt 650) OR
(MINAPPLY = 425 and AMOUNT lt 5 or gt 1590) OR
(MINAPPLY = 440 and AMOUNT lt 5 or gt 749) OR
(MINAPPLY = 460 and AMOUNT lt 5 or gt 950) OR
(MINAPPLY = 470 and AMOUNT lt 5 or gt 441) OR
(MINAPPLY = 480 and AMOUNT lt 5 or gt 1850) OR
(MINAPPLY = 490 and AMOUNT lt 5 or gt 336) OR
(MINAPPLY = 500 and AMOUNT lt 5 or gt 646) OR
(MINAPPLY = 510 and AMOUNT lt 10 or gt 1150) OR
(MINAPPLY = 520 and AMOUNT lt 5 or gt 1870) OR
(MINAPPLY = 530 and AMOUNT lt 40 or gt 8480) OR
(MINAPPLY = 540 and AMOUNT lt 5 or gt 924) OR
(MINAPPLY = 550 and AMOUNT lt 10 or gt 700) OR
(MINAPPLY = 560 and AMOUNT lt 6 or gt 1200) OR
(MINAPPLY = 570 and AMOUNT lt 5 or gt 1000) OR
(MINAPPLY = 620 and AMOUNT lt 5 or gt 705) OR
(MINAPPLY = 640 and AMOUNT lt 12 or gt 2500) OR
(MINAPPLY = 650 and AMOUNT lt 6 or gt 403) OR
(MINAPPLY = 660 and AMOUNT lt 3 or gt 300) OR
(MINAPPLY = 670 and AMOUNT lt 25 or gt 2800) OR
(MINAPPLY = 700 and AMOUNT lt 8 or gt 450) OR
(MINAPPLY = 750 and AMOUNT lt 5 or gt 200) OR
(MINAPPLY = 655 and AMOUNT lt 6 or gt 800) OR
(MINAPPLY = 645 and AMOUNT lt 6 or gt 403))
then goto ERR1_AMOUNT

ELSEIF (WHO = 2) AND AMOUNT lt 8 or gt 390, then
goto ERR1_AMOUNT
ELSEIF MINAPPLY and the entry in AMOUNT are equal
to any records data on the pre-chart/input
then goto ERR_DUP
ELSE goto TAX

DK,RF: Goto C


06B

MINTAX

TAX

Did this include sales tax?

                 Description  Type        Month    Amount  
                  (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                               Rented)              MINRENTX)


  


1. Yes
2. No

Goto C


06B

MINCMB_S

C

  Enter 'C' for a combined expense.

C: Goto COMBCODE

empty: IF ITEM = 8, 21, 23, 25, or 26 then goto INSTLSCR
ELSE goto MORE

If anything other than a 'C' or the Enter key is entered then goto CK_C



06B

MINCMB

COMBCODE

16-21   ?[F1]

What other item is the (Item description) combined with?

    
  Enter all that apply, separate with commas.


1. Small electric kitchen appliances
2. Electric personal care appliances
3. Electric floor cleaning equipment
4. Other household appliances
5. Sewing machines
6. GPS devices, calculators, and fax machines
7. Digital book readers or tablets
8. Computers, computer systems, or related hardware
9. Computer software including computer games^FOR_NON_BUS
10. Computer accessories
11. Portable memory such as flash drives, memory cards, and recordable discs and tapes
12. Video game hardware or accessories
13. Telephones or accessories
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
21. Televisions, all types including those installed in vehicles
22. DVD Players, VCRs, DVRs, or video cameras
23. Satellite dishes, receivers or accessories
24. Handheld personal music players
25. Stereos, radios, speakers, and sound components, including those installed in vehicles
26. Other sound or video equipment including accessories
27. General sports equipment (exclude athletic shoes for sports related use, such as football, baseball, soccer or bowling)
28. Health and exercise equipment
29. Camping equipment
30. Hunting and fishing equipment, including all guns
31. Winter sports equipment
32. Water sports equipment
33. Outboard motors
34. Bicycles or bicycle equipment
35. Tricycles or battery powered riders
36. Playground equipment
37. Other sports or recreation equipment
77. Misc. combined (unable to specify/DK)

IF ITEM = 8, 21, 23, 25, 26 then goto INSTLSCR
ELSE goto MORE


06B

INSTLSCR

INSTLSCR

Were there any additional charges for installation or set-up?

         Description  Type        Month    Amount
         (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                      Rented)              MINRENTX)


1. Yes
2. No

1: Goto INSTELLEX

2,DK,RF: Goto MORE


06B

INSTLLEX

INSTLLEX

How much?

          Description  Type        Month    Amount
          (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                       Rented)              MINRENTX)


1-99999: IF INSTLLEX lt 40 or gt 1000 then goto ERR1_INSTLLEX
ELSE goto MORE

DK,RF: Goto MORE


06B

S6BOTHER

MORE

Did you purchase(or rent/ ) any other (description)?

  
                 Description  Type        Month    Amount  
                  (MINTYPE)   (Purchased/ (MIN_MO) (MINPURX/
                               Rented)              MINRENTX)



1. Yes
2. No

1: IF Row number = 34 then goto ERR_MAX
ELSE goto ITEM, next line on the grid

2,DK,RF: IF row number = 34 then goto S6B_END
ELSE goto ITEM, next line on the grid


06B


S6B_END

** Non Displayed **

Exit block and goto S6_END


06B


S6_END

** Non Displayed **

Exit block and goto Section 17 - BSECT17


17

SUB_INTRO

SUB_INTRO

 38-39

Now I am going to ask about expenses for subscriptions, memberships, books, and entertainment.  Please remember to include any payments you made online or had automatically deducted.  Also, include any shipping and handling charges with the cost of any item that was shipped.

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)



1. Enter 1 to Continue

Goto BTableA.Brow.ITEM


17A

SUB_ITEM

ITEM

SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 

 38    ? [F1]

Since the first of (reference month) have (you/you or any members of your household) 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.
     

SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 38    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) purchased any of the following items for your household or for someone outside your household?

    
  Read each item on list


SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 39    ? [F1]

Have you purchased any - 

    
  Read each item on list
     
  Report blank tapes, CDs, and DVDs in Section 6B under item code 11

1. Golf courses or country clubs
2. Health clubs, fitness centers, swimming pools, weight loss centers, or other sports or recreational organizations
3. Fees for participating in sports such as golf, bowling, biking, hockey, football, or swimming
4. Vacation clubs
5. Civic, service, fraternal, or other social organizations
6. Credit card membership fees
7. Shopping club memberships including warehouse clubs like Sam's Club and discount memberships like Amazon Prime
8. Direct or online dating services
9. Single or season tickets to spectator sports events such as football, baseball, hockey racing, or track events
10. Single or season tickets to plays, operas, or concerts
11. Tickets to movies, parks, or museums
12. Single copies of newspapers, magazines, or periodicals, including digital
13. Subscriptions to newspapers, magazines, or periodicals, including digital
14. Books purchased through a book club
15. Books or digital books not purchased through a book club. Do not include school books or reference books.
16. Photographic film or disposable cameras
17. Photo printing or processing
18. Purchased music files, CDs, or records
19. Subscription music services such as Rhapsody or Pandora
20. Purchased video files, Blu-Ray discs, or DVDs
21. Rented video files or DVDs
22. Streaming video subscriptions
23. Purchased video games, not including computer game

1-26: IF ITEM ne Item2Shadow then goto CK_ITEM
ELSE goto DESCRIPTION

95: Goto next row

99: Goto S17A_END

888: IF no more grid lines goto S17A_END
ELSE goto ITEM - next line of grid




PreFill

** SHOW ONLY **



17A

SUBDESC

DESCRIPTION

fill for SUBDESC

(* Ask if not apparent: Describe the item.)

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)


Goto WHO


17A

S17GFTCA

WHO

Was this purchase for your household or someone outside your household?

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)

       


1. For household
2. For someone outside your household

Goto SUBMO


17A

SUBMO

MONTH

In what month did you have this expense?

(* Enter 13 for same amount each month of the reference period/ )

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)



1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. ^S17_13Option

REF_MONTH – CUR_MONTH: Goto AMOUNT

13: IF ITEM = 3-7, 9-13, 15-18, 20, 23, 25, or 26 then
goto CK_MONTH
ELSE goto AMOUNT

DK, RF: go to AMOUNT


17A

SUBEXPX

AMOUNT

(What was the total amount of this expense?/What is ^YR_YRCUS monthly expense?) ((Include shipping and handling fees./ ))

(Include ticket/admission service fees and surcharges/ )

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)


If (ITEM = 1 or 2 and AMOUNT lt 5 or gt 1060) OR
(ITEM = 3 and AMOUNT lt 6 or gt 750) OR
(ITEM = 4 and AMOUNT lt 800 or gt 10,000) OR
(ITEM = 5 and AMOUNT lt 5 or gt 300) OR
(ITEM = 6 and AMOUNT lt 5 or gt 300) OR
(ITEM = 7 and AMOUNT lt 5 or gt 300) OR
(ITEM = 8 and AMOUNT lt 5 or gt 1200) OR
(ITEM = 9 and AMOUNT lt 5 or gt 2500) OR
(ITEM = 10 and AMOUNT lt 5 or gt 720) OR
(ITEM = 11 and AMOUNT lt 5 or gt 320) OR
(ITEM = 12 and AMOUNT lt 5 or gt 250) OR
(ITEM = 13 and AMOUNT lt 7 or gt 145) OR
(ITEM = 14 and AMOUNT lt 7 or gt 145) OR
(ITEM = 15 and AMOUNT lt 5 or gt 300) OR
(ITEM = 16 and AMOUNT lt 5 or gt 100) OR
(ITEM = 17 and AMOUNT lt 5 or gt 150) OR
(ITEM = 18 and AMOUNT lt 1 or gt 250) OR
(ITEM = 19 and AMOUNT lt 1 or gt 100) OR
(ITEM = 20 and AMOUNT lt 1 or gt 209) OR
(ITEM = 21 and AMOUNT lt 5 or gt 150) OR
(ITEM = 22 and AMOUNT lt 1 or gt 100) OR
(ITEM = 23 and AMOUNT lt 8 or gt 200) OR
(ITEM = 24 and AMOUNT lt 8 or gt 390) OR
(ITEM = 25 and AMOUNT lt 1 or gt 30) OR
(ITEM = 26 and AMOUNT lt 1 or gt 50) then goto ERR1_AMOUNT

ELSEIF ITEMCODEOUT and the entry in AMOUNT for this record
are equal to any records data on the pre-chart/Input
then goto ERR_DUP

ELSEIF ITEM = 18, 20, 21, 22, or 25, goto C

ELSE goto MORE



17A

S17ACM_S

C

  Enter a 'C' for a combined expense.

       
Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)


C: goto COMBCODE
empty: goto MORE

If anything other than a 'C' or the Enter key is entered goto CK_C


17A

S17ACMB

COMBCODE

  39    ? [F1]

What other expense is the (description) combined with?

         Enter all that apply, separate with commas.

       
Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)



18. Purchased music files, CDs, or records
20. Purchased video files, Blu-Ray discs, or DVDs
21. Rented video files or DVDs
22. Streaming video subscriptions
25. Applications, games, or ringtones for a cellphone or mobile device not already reported

Goto MORE


17A

S17AOTHR

MORE

Did  you (purchase/pay for renting/pay for) any other (description)?

       Description  Month     Amount
       (SUBDESC)    (SUBMO)   (SUBEXPX)


   

1. Yes
2. No

1: IF ROW number = 40 then goto ERR_MAX
ELSE goto ITEM, next line of grid

2,DK,RF: Goto ITEM, next line of grid




S17A_END

** Non Displayed **

Exit block and goto S17_END


18A

ANYOUTSD

ANYOUTSD

Now I am going to ask about trips and vacations.  
Since the first of (reference month) have (you/you or any members of your household) taken any trips entirely 
paid for by anyone outside your household,  such as a business, employer, or relative?
        


1. Yes
2. No

1: Goto NUMOUTSD

2,DK,RF: IF I_18Acoun gt 0 then goto TBLSECT18A_1
ELSE goto ANYTRIPS


18A

NUMOUTSD

NUMOUTSD

How many?

Goto ANYYUPD


18A

ANYYUPD

ANYYUPD

Even on trips entirely paid for by someone outside of your household there are sometimes 
miscellaneous expenses which are not paid for.   Did (you/your household) have any expenses 
on (this trip/these trips) that will not be covered by a business, employer or other non-household member?

        

1. Yes
2. No

1: Goto FOODYUPD

2,DK,RF: Goto CHKUNTRP


18A

FOODYUPD

FOODYUPD

Did these expenses include anything for . . .

     . . . Food and beverages?    

            

1. Yes
2. No

Goto LODGYUPD


18A

LODGYUPD

LODGYUPD

Did these expenses include anything for . . .

     . . . Lodging?    
     
         

1. Yes
2. No

Goto TRANYUPD


18A

TRANYUPD

TRANYUPD

Did these expenses include anything for . . .

    . . . Transportation?
    
            

1. Yes
2. No

Goto ELSEYUPD


18A

ELSEYUPD

ELSEYUPD

Did these expenses include . . .

    . . . Anything else?
    
         

1. Yes
2. No

1: Goto S18AELSE

2,DK,RF: Goto TOTYUPDX


18A

S18AELSE

S18AELSE

      Specify:

Goto TOTYUPDX


18A

TOTYUPDX

TOTYUPDX

What was the total amount of these expenses?

1-99999999: IF entry lt 5 or gt 1200 then goto ERR1_TOTYUPDX
ELSEIF I_18Acoun gt 0 then goto TBLSECT18A_1
ELSE goto ANYTRIPS

DK,RF: IF I_18Acoun gt 0 then goto TBLSECT18A_1
ELSE goto ANYTRIPS


18A1


PLACENAME

** SHOW ONLY **



18A1

ENDTRP1

ENDTRP1

^ENDTRP1INTRO 

In what month did your trip to (place word for 8500.TRIPPLAC) end?

    Destination  Ended     How paid   Number of trips
    (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)


     

0. Trip not ended
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

0: IF no more unended trips then exit block and
goto ANYTRIPS
ELSE goto next line on grid


REF_MONTH - CUR_MONTH: IF ENDTRP1 is not within reference
period then goto ERR3_ENDTRP1
ELSE goto ANYBOTH1

DK,RF: Goto ANYBOTH1


18A1

ANYBOTH1

ANYBOTH1

Did a business, employer, or any other non-household member pay any of 
the costs for this trip?

        

1. Yes
2. No

IF no more unended trips then exit the block and
goto ANYTRIPS

ELSE goto ENDTRP1, next line of grid


18A2

ANYTRIPS

ANYTRIPS

40    ? [F1]

Since the first of (reference month), have (you/you or any members of your household)
taken (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

1: Goto TRPPLACE

2,DK,RF: Goto S18A_END


18A2

TRIPPLAC

TRIPPLAC

Where did (you/your household)  go?

    
  Enter 888 to delete the trip

      Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

30 characters: Goto DESTCODE

888: Goto S18MORE


18A2

DESTCODE

DESTCODE

? [F1]

  
  Type state abbreviation for a U.S. destination or X for foreign country destination

     
Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

2 character state abbrev.,DK,RF: Goto ENDTRP2

X: Goto FOREIGN


18A2


PLACE

** SHOW ONLY **



18A2

FOREIGN

FOREIGN

  Select the country or region.

  

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

Goto ENDTRP2


18A2

ENDTRP2

ENDTRP2

In what month did this trip end?

    
   (0) Trip not ended

      Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)



0. Trip not ended
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

0: Goto S18MORE

REF_MONTH-CUR_MONTH: IF trip is not within the reference
period, then goto ERR3_ENDTRP2
ELSE goto MORTHONE

DK,RF: Goto MORTHONE


18A2

MORTHONE

MORTHONE

Did you take more than one trip to (trip destination) in (month trip ended)?

      Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)


    

1. Yes
2. No

1: Goto NUMTRIPS

2,DK,RF: Goto ANYBOTH2


18A2

NUMTRIPS

NUMTRIPS

  How many times did you go to (trip destination) 
  in (month trip ended)?

      Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

Goto ANYBOTH2


18A2

ANYBOTH2

ANYBOTH2

Were any of the expenses for (this trip/these trips) paid for
by anyone outside of your household?

      Destination   Ended    How paid   Number of trips
      (TRPPLACE)   (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

  


1. Yes
2. No

Goto S18MORE


18A2

S18MORE

S18MORE

 40    ? [F1]

Since the first of  (reference month) , have you taken 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

1: Goto TRIPPLAC, next line on the grid

2,DK,RF: Goto S18A_END


18A


S18A_END

** Non Displayed **

IF (ANYBOTH1 = 1,2,DK or RF) or (ANYBOTH2 = 1,2,DK or RF)
for any trips goto Section 18BC

ELSE goto Section 18E


18BC


TRIPNUM

** SHOW ONLY **



18BC


TRIPPLACE

** SHOW ONLY **



18BC

NUMNIGHT

NUMNIGHT

(Now I'm going to ask you about the ^TRIP that ^YOU_YRCU took to ^TRPPLACE ending in ^NUMNIGHTC/You  

(Since (you/your CU) took a set of similar trips to (Trip destination) in (month trip ended) , I wil 

How many nights did (you/you or any members of your household) spend away from home on (these trips/this trip)?

     
  Enter 0 for none
     
  Enter 888 to delete this trip

0-800: IF entry gt 90 then goto ERR1_NUMNIGHT
ELSE goto PKGTRIP

DK,RF: Goto PKGTRIP

888: Goto S18BC_END


18BC

PKGTRIP

PKGTRIP

(Sometimes when people take a trip they have some sort of package deal that covers some or all of the costs./ ) 
    
Was all or part of (these trips/this trip) covered by a package deal?

        

1. Yes
2. No

1: Goto FOODDEAL

2,DK,RF: Goto TRPTRNS


18BC

FOODDEAL

FOODDEAL

Did the package deal include . . .

  . . . Food and beverages?                

   

1. Yes
2. No

Goto LODGDEAL


18BC

LODGDEAL

LODGDEAL

Did the package deal include . . .

   . . . Lodging?   
                        
    

1. Yes
2. No

Goto TRANDEAL


18BC

TRANDEAL

TRANDEAL

Did the package deal include  . . .

   . . . Transportation?                    

   

1. Yes
2. No

Goto ELSEDEAL


18BC

ELSEDEAL

ELSEDEAL

Did the package deal include . . .

  . . . Anything else?                     

    

1. Yes
2. No

1: Goto S18BELSE

2,DK,RF: Goto PKGTRIPX


18BC

S18BELSE

S18BELSE

  Specify:

Goto PKGTRIPX


18BC

PKGTRIPX

PKGTRIPX

How much did (you/your household) pay for the package deal?

1-999999: IF entry lt 5 or gt 7000 then goto ERR1_PKGTRIPX
ELSE goto TRPTRNS

DK,RF: Goto TRPTRNS


18BC

TRPTRNS

TRPTRNS

40    ?  [F1]

Starting at the beginning of this trip, please tell me all the kinds of transportation 
(you/you or any members of your household) used from the time you (they) left home to the time you (they) got back home.     

      
  Enter all that apply, separate with commas

1. Local (taxi, etc.)
2. Airplane
3. Train
4. Bus
5. Ship
6. Automobile, truck, van (Rented)
7. Motorcycle, moped (Rented)
8. Private plane (Rented)
9. Boat, trailer (Rented)
10. Camper (Rented)
11. Other vehicles (Rented)
12. Automobiles or other vehicles privately owned or leased by household
13. Vehicle owned by someone else (Private)
14. Other transport (Private)

1-14: IF 1 is selected then goto CMLOCALX
ELSEIF 2 is selected then goto CMPLANEX
ELSEIF 3 is selected then goto CMTRAINX
ELSEIF 4 is selected then goto CMBUSX
ELSEIF 5 is selected then goto CMSHIPX
ELSEIF 6 is selected then goto RTCARX
ELSEIF 7 is selected then goto RTMOPEDX
ELSEIF 8 is selected then goto RTPLANEX
ELSEIF 9 is selected then goto RTBOATX
ELSEIF 10 is selected then goto RTCAMPX
ELSEIF 11 is selected then goto RTOTHERX
ELSEIF 12-14 is selected then goto ANYGAS

DK,RF: Goto LODGING


18BC

CMLOCALX

CMLOCALX

How much did (you/you or any members of your household) spend for local transportation (taxi, etc.)
(other than what the package deal covered/ )?

IF entry gt 640 and ne DK or RF then goto ERR1_CMLOCALX
ELSEIF 2 is selected in TRPTRNS then goto CMPLANEX
ELSEIF 3 is selected in TRPTRNS then goto CMTRAINX
ELSEIF 4 is selected in TRPTRNS then goto CMBUSX
ELSEIF 5 is selected in TRPTRNS then goto CMSHIPX
ELSEIF 6 is selected in TRPTRNS then goto RTCARX
ELSEIF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSEIF 12-14 are selected in TRPTRNS then goto ANYGAS
ELSE goto LODGING


18BC

CMPLANEX

CMPLANEX

How much did (you/you or any members of your household) spend for airfare (other than what the package deal covered/ )?

IF entry gt 2000 and ne DK or RF then goto ERR1_COMPLANEX
ELSEIF 3 is selected in TRPTRNS then goto CMTRAINX
ELSEIF 4 is selected in TRPTRNS then goto CMBUSX
ELSEIF 5 is selected in TRPTRNS then goto CMSHIPX
ELSEIF 6 is selected in TRPTRNS then goto RTCARX
ELSEIF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSEIF 12-14 are selected in TRPTRNS then goto ANYGAS
ELSE goto LODGING


18BC

CMTRAINX

CMTRAINX

How much did (you/you or any members of your household) spend for train fare (other than what the package deal covered/ )?

IF entry gt 800 and ne DK or RF then
goto ERR1_CMTRAINX
ELSEIF 4 is selected in TRPTRNS then goto CMBUSX
ELSEIF 5 is selected in TRPTRNS then goto CMSHIPX
ELSEIF 6 is selected in TRPTRNS then goto RTCARX
ELSEIF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSEIF 12-14 are selected in TRPTRNS then goto ANYGAS
ELSE goto LODGING


18BC

CMBUSX

CMBUSX

How much did (you/you or any members of your household) spend for bus fare (other than what the package deal covered/ )?

IF entry gt 315 and ne DK or RF then goto ERR1_CMBUSX
ELSEIF 5 is selected in TRPTRNS then goto CMSHIPX
ELSEIF 6 is selected in TRPTRNS then goto RTCARX
ELSEIF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSEIF 12-14 are selected in TRPTRNS then goto ANYGAS
ELSE goto LODGING


18BC

CMSHIPX

CMSHIPX

How much did (you/you or any members of your household) spend for ship fare (other than what the package deal covered/ )?

IF entry gt 2800 and ne DK or RF, then
goto ERR1_CMSHIPX
ELSEIF 6 is selected in TRPTRNS then goto RTCARX
ELSEIF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSEIF 12-14 are selected in TRPTRNS then goto ANYGAS
ELSE goto LODGING


18BC

RTCARX

RTCARX

How much did (you/you or any members of your household) spend for rented automobiles, trucks or vans, not including
gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

       (* Do not include any rental costs already collected in Section 10 / )

IF entry gt 1400 and ne DK or RF then goto ERR1_RTCARX
ELSEIF 7 is selected in TRPTRNS then goto RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSE goto ANYGAS


18BC

RTMOPEDX

RTMOPEDX

How much did (you/you or any members of your household) spend for rented motorcycles or mopeds, not including gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

      
(* Do not include any rental costs already collected in Section 10 / )

IF entry gt 250 and ne DK or RF then goto ERR1_RTMOPEDX
ELSEIF 8 is selected in TRPTRNS then goto RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSE goto ANYGAS


18BC

RTPLANEX

RTPLANEX

How much did (you/you or any members of your household) spend for rented private planes,
not including gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

      
(*Do not include any rental costs already collected in Section 10 / )

IF entry gt 6000 and ne DK or RF then goto ERR1_RTPLANEX
ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSE goto ANYGAS


18BC

RTBOATX

RTBOATX

How much did (you/you or any members of your household) spend for rented boats or trailers,
not including gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

      
(* Do not include any rental costs already collected in Section 10 / )

IF entry gt 400 and ne DK or RF then goto ERR1_RTBOATX
ELSEIF 10 is selected in TRPTRNS then goto RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSE goto ANYGAS


18BC

RTCAMPX

RTCAMPX

How much did (you/you or any members of your household) spend for rented campers,
not including gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

      
(* Do not include any rental costs already collected in Section 10 / )

IF entry gt 1375 and ne DK or RF then goto ERR1_RTCAMPX
ELSEIF 11 is selected in TRPTRNS then goto RTOTHERX
ELSE goto ANYGAS


18BC

RTOTHERX

RTOTHERX

How much did (you/you or any members of your household) spend for other rented vehicle transportation,
not including gas (you/you or any members of your household) bought (other than what the package deal covered/ )?

      
(* Do not include any rental costs already collected in Section 10 / )

IF entry gt 870 and ne DK or RF then goto ERR1_RTOTHERX
ELSE goto ANYGAS


18BC

ANYGAS

ANYGAS

While on the trip did (you/you or any members of your household) stop to buy any gasoline, diesel fuel, or any other fuels?


1. Yes
2. No

1: Goto GASOILX

2,DK,RF: Goto ANYTOLL


18BC

GASOILX

GASOILX

(How much did ^YOU_ANYMEM spend for that?/What costs for gasoline or other fuels won't be reimbursed?)

IF entry gt 256 and ne DK or RF then goto ERR1_GASOILX
ELSE goto ANYTOLL


18BC

ANYTOLL

ANYTOLL

While on the trip, did (you/you or any members of your household) spend anything for tolls, not already reported?

1. Yes
2. No

1: Goto TRPTOLLX

2,DK,RF Goto ANYPARK


18BC

TRPTOLLX

TRPTOLLX

(How much did ^YOU_ANYMEM spend for tolls?/What costs for tolls won't be reimbursed?)

IF entry gt 50 and (ne DK or RF) then goto ERR1_TRPTOLLX
ELSE goto ANYPARK


18BC

ANYPARK

ANYPARK

Did (you/you or any members of your household) have any parking fees?

      

1. Yes
2. No

1: Goto PARKINGX

2,DK,RF: Goto LODGING


18BC

PARKINGX

PARKINGX

(How much were they?/What cost for parking fees won't be reimbursed?)

IF entry gt 100 and (ne DK or RF) then goto ERR1_PARKINGX
ELSE goto LODGING


18BC


TRIPNUM

** SHOW ONLY **



18BC


TRIPPLACE

** SHOW ONLY **



18BC

LODGING

LODGING

Did (you/you or any members of your household) spend anything for hotels, cottages, trailer camps,
or other lodging (not counting what the package deal covered/ )?
(Do not include expenses previously reported for vacation clubs.)


1. Yes
2. No

1: Goto LDGCOSTX

2,DK,RF: Goto TRPFOOD


18BC

LDGCOSTX

LDGCOSTX

(What was the cost, including taxes and tips?/What costs for lodging, including taxes and tips, won't be reimbursed?)

IF entry gt 1600 and (ne DK or RF) then goto ERR1_LDGCOSTX
ELSE goto TRPFOOD


18BC

TRPFOOD

TRPFOOD

Did (you/you or any members of your household) spend anything for meals, snacks, or drinks at restaurants,
bars, or fast food places (not counting what the package deal covered/ )?

       

1. Yes
2. No

1: Goto TRPFOODX

2,DK,RF: Goto ANYGROC


18BC

TRPFOODX

TRPFOODX

(What was the cost, including taxes and tips?/What costs for these things won't be reimbursed?)

IF entry gt 700 and (ne DK or RF) then goto ERR1_TRPFOODX
ELSE goto TRPALCIN


18BC

TRPALCIN

TRPALCIN

Was any of the (amount/$ (entry in TRPFOODX) for alcoholic beverages?      

1. Yes
2. No

1: Goto TRPALCHX

2,DK,RF: Goto ANYGROC


18BC

TRPALCHX

TRPALCHX

(What was the cost for alcoholic beverages, including taxes and trips?/What costs for alcoholic beverages, including taxes and tips, won't be reimburs

IF entry gt 210 and (ne DK or RF) then goto ERR1_TRPALCHX
ELSE goto ANYGROC


18BC

ANYGROC

ANYGROC

Did (you/you or any members of your household) spend anything for food or beverages at grocery stores,
convenience stores, or liquor stores on this trip?     


1. Yes
2. No

1: Goto TRPGROCX

2,DK,RF: Goto ANYSPEQP


18BC

TRPGROCX

TRPGROCX

(What were the expenses, including taxes?/What costs, including taxes, won't be reimbursed?)

IF entry gt 300 and (ne DK or RF) then goto ERR1_TRPGROCX
ELSE goto ANYALC


18BC

ANYALC

ANYALC

Was any of the (amount/$ (entry in TRPGROCX) ) for alcoholic beverages?

1. Yes
2. No

1: Goto TRPALCGX

2,DK,RF: Goto ANYSPEQP


18BC

TRPALCGX

TRPALCGX

(What was the cost for alcoholic beverages, including taxes?/What costs for alcoholic beverages, including taxes, won't be reimbursed?)

IF entry gt 150 and (ne DK or RF) then goto ERR1_TRPALCGX
ELSE goto ANYSPEQP


18BC

ANYSPEQP

ANYSPEQP

 41    ? [F1]

Did (you/you or any members of your household) pay any fees to play sports, exercise, or rent an sports equipment
(not counting what the package deal covered/ )?


1. Yes
2. No

1: Goto TRPSPRTX

2,DK,RF: Goto ANYENTER


18BC

TRPSPRTX

TRPSPRTX

 41

(How much did (you/you or any member of your CU) pay?/What costs for playing sports or renting sports equipment won't be reimbursed?)

IF entry gt 600 and (ne DK or RF) then goto ERR1_TRPSPRTX
ELSE goto ANYENTER


18BC

ANYENTER

ANYENTER

 41    ? [F1]

Did (you/you or any members of your household) spend anything on this trip for entertainment or admissions  (not counting what the package deal covered/ )?

        

1. Yes
2. No

1: Goto TRPETRTX

2,DK,RF: Goto ANYMISC


18BC

TRPETRTX

TRPETRTX

(How much did (you/you or any member of your CU) spend?/What costs for entertainment and admissions won't be reimbursed?)

IF entry gt 682 and (ne DK or RF) then goto ERR1_TRPETRTX
ELSE goto ANYMISC


18BC

ANYMISC

ANYMISC

Did (you/you or any members of your household) have any expenses for this trip such as for
souvenirs, tourist booklets, and so on?


1. Yes
2. No

1: Goto TRMISCX

2,DK,RF: Gxit block and goto BlkSect18_BC_3.CHKTCOMB


18BC

TRMISCX

TRMISCX

(How much were these expenses?/What costs for these things won't be reimbursed?)

IF entry gt 600 and (ne DK or RF) then goto ERR1_TRMISCX
ELSE exit block and goto BlkSect18_BC_3.CHKTCOMB


18BC


TRIPNUM

** SHOW ONLY **



18BC


TRIPPLACE

** SHOW ONLY **



18BC

CHKTCOMB

CHKTCOMB

  Are there combined expenses for this trip the respondent
    was not able to separate?



1. Yes
2. No

1: Goto TCOMBEST

2: Goto TRPGFTC


18BC

TCOMBEST

TCOMBEST

  (Only those expenses the respondent could not provide individual expenses for should be combined and entered here./  

IF entry gt 6000 and (ne DK or RF) then goto ERR1_TCOMBEST
ELSE goto FOODCOMB


18BC

FOODCOMB

FOODCOMB

Does this ($ (entry in TCOMBEST) ) include anything for . . .

    . . . Food?                


1. Yes
2. No

Goto LODGCOMB


18BC

LODGCOMB

LODGCOMB

Does this ($ (entry in TCOMBEST) ) include anything for . . .

   . . . Lodging        
                    

1. Yes
2. No

Goto TRANCOMB


18BC

TRANCOMB

TRANCOMB

Does this ($ (entry in TCOMBEST) )  include anything for . . .

            . . .Transportation?                    


1. Yes
2. No

Goto ELSECOMB


18BC

ELSECOMB

ELSECOMB

Does this ($ (entry in TCOMBEST) )  include anything for . . .

             . . .  Other expenses?                  


1. Yes
2. No

Goto OTHRCOMB


18BC

OTHRCOMB

OTHRCOMB

Does this ($ (entry in TCOMBEST) )  include . . . 

       . . . Any expenses for others?


1. Yes
2. No

Goto TRPGFTC


18BC

TRPGFTC

TRPGFTC

(You've told me about many expenses (you/you or your CU) had on this trip. Were any of these expens


1. Yes
2. No

1: Goto TRPGTCX

2,DK,RF: Goto S18BC_END


18BC

TRPGFTCX

TRPGFTCX

(How much of the total expenses for this trip were for persons outside your CU?/How much of the tota

IF entry gt 1100 and (ne DK or RF) then goto ERR1_TRPGFTCX
ELSE goto S18BC_END


18BC


S18BC_END

** Not Displayed **

IF more trips with BSECT18.TBLSECT18A_1.BLKROW.ANYBOTH1 = 2 OR BSECT18.TBLSECT18A_2.BLKROW.ANYBOTH2 = 2 then go to NUMNIGHT for the next trip

ELSEIF more trips with BSECT18.TBLSECT18A_1.BLKROW.ANYBOTH1 = 1 OR BSECT18.TBLSECT18A_2.BLKROW.ANYBOTH2 = 1 then go to NUMNIGHT for the next trip

ELSE goto Section 18E - BlkSect18_E


18E

ANYNONCU

ANYNONCU

Sometimes people in a household don't take a trip themselves, but pay for 
part or all of a trip that someone else takes.  Since the first of 
(reference month), have (you/you or any members of your household) paid for part or all of 
such a trip for any non-household members?

        

1. Yes
2. No

1: Goto FOODNOCU

2,DK,RF: Goto S18E_END


18E

FOODNOCU

FOODNOCU

Did these expenses include anything for...

          . . . Food and beverages?

      

1. Yes
2. No

Goto LODGNOCU


18E

LODGNOCU

LODGNOCU

Did these expenses include anything for...

      . . . Lodging?                          

                

1. Yes
2. No

Goto TRANNOCU


18E

TRANNOCU

TRANNOCU

Did these expenses include anything for...

     . . . Transportation?                          

     

1. Yes
2. No

Goto ELSENOCU


18E

ELSENOCU

ELSENOCU

Did these expenses include ...

     . . . Anything else?                          

     

1. Yes
2. No

Goto TRNONCUX


18E

TRNONCUX

TRNONCUX

What was the total amount that (you/your household) paid for those trips?

IF entry lt 25 or gt 3000 and (ne DK or RF) then
goto ERR1_TRNONCUX

ELSE goto S18E_END


18E


S18E_END

** Non Displayed **

Exit block and goto ANYLOC


18F

ANYLOC

ANYLOC

Sometimes people stay overnight in a local hotel or motel during holidays, family 
getaways, moves, or home repair.  Since the first of (reference month), have 
(you/you or any members of your household) stayed overnight in a local hotel or motel?

         

1. Yes
2. No

1: Goto BlkSect18_F.NUMLOC

2,DK,RF: Goto S18F_END


18F

NUMLOC

NUMLOC

How many nights did (you/you or any members of your household) spend away from home on this stay?

Goto ANYLOCDL


18F

ANYLOCDL

ANYLOCDL

Sometimes when people stay away from home overnight they have some 
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
2. No

1: Goto FOODLCDL

2,DK,RF: Goto ANYLODGE


18F

FOODLCDL

FOODLCDL

Did the package deal include anything for. . .

     . . . Food and beverages?        

              

1. Yes
2. No

Goto LODGLCDL


18F

LODGLCDL

LODGLCDL

     Did the package deal include anything for. . .

     . . .Lodging?               

             

1. Yes
2. No

Goto ENTRLCDL


18F

ENTRLCDL

ENTRLCDL

     Did the package deal include anything for. . .

     . . . Entertainment?


1. Yes
2. No

Goto ELSELCDL


18F

ELSELCDL

ELSELCDL

Did the package deal include . . .

     . . . Anything else?


1. Yes
2. No

1: Goto S18FELSE

2,DK,RF: Goto LOCDEALX


18F

S18FELSE

S18FELSE

  Specify:

Goto LOCDEALX


18F

LOCDEALX

LOCDEALX

How much did (you/you or any members of your household) pay for the package deal?

IF entry gt 1500 and (ne DK or RF) then goto ERR1_LOCDEALX
ELSE goto ANYLODGE


18F

ANYLODGE

ANYLODGE

Did (you/you or any members of your household) spend anything for hotels, motels, 
cottages, trailer camps, or other lodging (not counting what the package deal covered/ )?


1. Yes
2. No

1: Goto LOCLODGX

2,DK,RF: Goto ANYMEAL


18F

LOCLODGX

LOCLODGX

What was the cost, including taxes and tips?

IF entry lt 22 or gt 648 and (ne DK or RF) then
goto ERR1_LOCLODGX

ELSE goto ANYMEAL


18F

ANYMEAL

ANYMEAL

Did (you/you or any members of your household) spend anything for meals, snacks, or drinks 
at restaurants, bars, or fast food places (not counting what the package deal covered/ )?


1. Yes
2. No

1: Goto LOCMEALX

2,DK,RF: Goto ANYLCGR


18F

LOCMEALX

LOCMEALX

What was the cost, including taxes and tips?

IF entry lt 6 or gt 1000 and (ne DK or RF) then
goto ERR1_LOCMEALX

ELSE goto ANYALCML


18F

ANYALCML

ANYALCML

Was any of the (amount/(entry in LOCMEALX)) for alcoholic beverages?

1. Yes
2. No

1: Goto ALCMEALX

2,DK,RF: Goto ANYLCGR


18F

ALCMEALX

ALCMEALX

What was the cost for alcoholic beverages, including taxes and tips?

IF entry lt 5 or gt 388 and (ne DK or RF) then
goto ERR1_ALCMEALX

ELSE goto ANYLCGR


18F

ANYLCGR

ANYLCGR

Did (you/you or any members of your household) spend anything for food or beverages at 
grocery stores, convenience stores, or liquor stores?

       


1. Yes
2. No

1: Goto LOCGROCX

2,DK,RF: Goto ANYADMIS


18F

LOCGROCX

LOCGROCX

What were the expenses, including taxes?

IF entry lt 5 or gt 600 and (Ne DK or RF) then
goto ERR1_LOCGROCX

ELSE goto ANYALCGR


18F

ANYALCGR

ANYALCGR

 Was any of the (amount/ entry in LOCGROCX) for alcoholic beverages?

        

1. Yes
2. No

1: Goto ALCGROCX

2,DK,RF: Goto ANYADMIS


18F

ALCGROCX

ALCGROCX

What was the cost for alcoholic beverages, including taxes?

IF entry lt 5 or gt 270 and (Ne DK or RF) then
goto ERR1_ALCGROCX

ELSE goto ANYADMIS


18F

ANYADMIS

ANYADMIS

41    ? [F1]   

Did (you/you or any members of your household) spend anything on this stay for 
entertainment or admissions (not counting what the package deal covered/ )?


1. Yes
2. No

1: Goto LOCADMSX

2,DK,RF: Goto LOCCOMBX


18F

LOCADMSX

LOCADMSX

How much did (you/you or any members of your household) pay?

IF entry lt 5 or gt 290 and (Ne DK or RF) then
goto ERR1_LOCADMSX

ELSE goto LOCCOMBX


18F

CHKFCOMB

CHKFCOMB

  Are there combined expenses for food/beverages, lodging,
    transportation, or other things?



1. Yes
2. No

1: Goto LOCCOMBX

2: Goto DIDYOU


18F

LOCCOMBX

LOCCOMBX

   Only those things the respondent could not provide individual expenses
      for should be combined and entered here.

<1-99999999> [IF entry lt 5 or gt 210 then goto
ERR1_LOCCOMBX]
[ELSE goto FOODLCCM]

<D,R> [goto FOODLCCM]


18F

FOODLCCM

FOODLCCM

Does this include anything for. . .

            . . . Food and beverages?


1. Yes
2. No

Goto LODGLCCM


18F

LODGLCCM

LODGLCCM

Does this include anything for . . 

      . . . Lodging?


1. Yes
2. No

Goto ENTRLCCM


18F

ENTRLCCM

ENTRLCCM

Does this include anything for . . 

         . . . Entertainment?
  


1. Yes
2. No

Goto ELSELCCM


18F

ELSELCCM

ELSELCCM

Does this include any . . .

      . . . Other expenses?


1. Yes
2. No

Goto DIDYOU


18F

DIDYOU

DIDYOU

Did (you/you or any members of your household) have any other stays at local hotels or motels?

1. Yes
2. No

1: Goto NUMLOC, next row

2,DK,RF: Exit block and goto S18F_END


18F


S18F_END

** Non Displayed **

Goto Section 19 - BSECT19


19A

S19A_INTRO

S19A_INTRO

  42-43

Now I am going to ask about miscellaneous expenses.  Please remember to include any payments you made online or had automatically deducted.  Also, please include any shipping and handling charges with the cost of any item that was shipped.


 
            Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)    


1. Enter 1 to Continue

Goto BTableA.Brow.ITEM


19A

MIS_ITEM

ITEM

Screen 1 ------------------------------------------------------------

  42    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) had expenses for any of the
following, either for (you/your household) or for someone outside your household?

       
  Read each item on list.

 
SCREEN 2 ------------------------------------------------------------------

  43    ? [F1]

Have (you/you or any members of your household) had expenses for --

        
  Read each item on list.
            Do not include pet food.  It is a Diary-only item.


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. Stamp or coin collecting?
12. Lotteries or games of chance?
13. Babysitting, nanny services, or other child care inside or outside of your home?
14. Toys or games?
15. Arts or crafts kits?
16. Sewing, knitting, or quilting materials and items?
17. Purchase of pets, pet supplies, or medicine for pets?
18. Pet services?
19. Veterinarian expenses for pets?
20. Catering?
21. Arrangement of live entertainment for special occasions?
22. Rental of party supplies?
23. Purchase or upkeep of cemetery lots or vaults?
24. Funerals, burials, or cremation?
95. Continue List
99. None/No more entries
888. Delete the line

1-24: IF ITEM ne Item2Shadow then goto CK_ITEM
ELSE goto DESCRIPTION

95: Goto ITEM - next line of grid

99: Goto S19A_END

888: IF no more grid lines then goto S19A_END
ELSE goto ITEM - next line of grid


19A


PreFill

** SHOW ONLY **



19A

MISCDESC

DESCRIPTION

What was the expense for?

            Description     Amount      Month 
            (MISCDESC)     (MISCEXPX)  (MISCMO)

Goto MONTH


19A

MISCMO

MONTH

In what month did you have this expense?

(* Enter 13 for same amount each month of the reference period)

            Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)    


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. ^S19_13Option

REF_MONTH – CUR_MONTH: IF month not in the reference period
then goto ERR3_MONTH
ELSE goto WHO

13: IF ITEM = 2, 9, 11, 14-16, 20-22 then goto CK_MONTH
ELSE goto WHO

DK,RF: Goto WHO


19A

MISCGFTC

WHO

Was this expense for someone inside or outside your household?                 

            Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)    
     
                                            
          

1. For household
2. For someone outside your household

Goto AMOUNT


19A

MISCEXPX

AMOUNT

(What was the total amount of this expense?/What is your monthly expense?)

(* Do not include legal fees related to real estate closing costs reported in Section 3./ )     

            Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)    

1-999999: IF (MISCCODE = 100 and MISCEXPX lt 5 or gt 7000)
or (MISCCODE = 110 and MISCEXPX lt 10 or gt 3208)
or (MISCCODE = 130 and MISCEXPX lt 14 or gt 6840)
or (MISCCODE = 140 and MISCEXPX lt 5 or gt 300)
or (MISCCODE = 150 and MISCEXPX lt 13 or gt 5000)
or (MISCCODE = 160 and MISCEXPX lt 25 or gt 1000)
or (MISCCODE = 170 and MISCEXPX lt 15 or gt 600)
or (MISCCODE = 180 and MISCEXPX lt 20 or gt 1260)
or (MISCCODE = 225 and MISCEXPX lt 10 or gt 10700)
or (MISCCODE = 210 and MISCEXPX lt 5 or gt 557)
or (MISCCODE = 230 and MISCEXPX lt 9 or gt 1800)
or (MISCCODE = 240 and MISCEXPX lt 5 or gt 300)
or (MISCCODE = 250 and MISCEXPX lt 8 or gt 500)
or (MISCCODE = 260 and MISCEXPX lt 12 or gt 700)
or (MISCCODE = 330 and MISCEXPX lt 5 or gt 550)
or (MISCCODE = 340 and MISCEXPX lt 6 or gt 800)
or (MISCCODE = 460 and MISCEXPX lt 5 or gt 214)
or (MISCCODE = 360 and MISCEXPX lt 8 or gt 795)
or (MISCCODE = 370 and MISCEXPX lt 19 or gt 300)
or (MISCCODE = 380 and MISCEXPX lt 9 or gt 900)
or (MISCCODE = 390 and MISCEXPX lt 5 or gt 520)
or (MISCCODE = 400 and MISCEXPX gt 1300)
or (MISCCODE = 410 and MISCEXPX lt 14 or gt 7000)
or (MISCCODE = 420 and MISCEXPX lt 14 or gt 7000)
then goto ERR1_AMOUNT
ELSEIF MISCCODE and the entry in AMOUNT for this
record are equal to any records data on the
prechart/input AND (that prechart records
MISCMO does not equal 13) then goto ERR_DUP
ELSEIF ITEM = 14-24 then goto C
ELSE goto MORE

DK,RF: IF ITEM = 14-24 then goto C
ELSE goto MORE


19A

S19ACM_S

C

  Enter a 'C' for a combined expense.

C: Goto CombCode

EMPTY: Goto MORE

IF anything other than a 'C' or the Enter key is entered
then goto CK_C


19A

S19ACMB

CombCode

 43    ? [F1]

What other expense is the (description) combined with? 

     
  Enter all that apply, separate with commas.

            
Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)   



14. Toys or games
15. Arts or craft kits
16. Sewing, knitting, or quilting materials and items
17. Purchase of pets, pet supplies, or medicine for pets
18. Pet services
19. Veterinary expenses for pets
20. Catering
21. Arrangement of live entertainment for special occasions
22. Rental of party supplies
23. Purchase or upkeep of cemetery lots or vaults
24. Funerals, burials, or cremations

Goto MORE


19A

MISCMORE

MORE

Did you have any other expenses for (description)?

            Description    Amount       Month   
            (MISCDESC)     (MISCEXPX)   (MISCMO)    


1. Yes
2. No

1: IF ROW number = 43 then goto ERR_MAX
ELSE goto ITEM, next line of grid

2,DK,RF: IF ROW number = 43 then goto S19A_END
ELSE goto ITEM, next line of grid


19A


S19A_END

** Non Displayed **

Goto section 19B - S19B_INTRO


19B


S19_END

** Non Displayed **

Exit block and goto Diary Placement section -
TblDiary_V2Instruct



PLACE_INTRO

PLACE_INTRO

As part of the survey, (you are/everyone in your household is) asked to keep track of (your/their) spending for the next week. To help us know what type of diary is best(,/ for each person,) I'm going to ask a few questions.   ( /It would be beneficial for all household members to be present for these questions.)

  Ask if anyone else in the household is available to join in for this part of the interview.

1. Enter 1 to Continue

Goto BPersons


Diary Placement


MEMBNO

** SHOW ONLY **



Diary Placement


NAME

** SHOW ONLY **



Diary Placement


AGE

**  SHOW ONLY **



Diary Placement

AGE3

AGE3

Is ^NAME under 15?

1. Yes
2. No

1,RF: Goto END_PERSON

2: Goto PRESENT


Diary Placement

PRESENT

PRESENT

  Is (Name) present?

1. Yes
2. No

Goto INT_ACC


Diary Placement

INT_ACC

INT_ACC

(Do you/Does NAME) have high speed internet access available in (your/the) home or through a smartphone with a data plan?

1. Yes
2. No

1: Goto INT_ABL

2,DK,RF: Goto PLACE_PAPER


Diary Placement

INT_ABL

INT_ABL

How often (do/does) ^DYou_Name access the internet with a computer or smartphone?

      
  Read each item on the list
 

1. Daily
2. A few times a week
3. A few times a month
4. Less than a few times a month

1,2: Goto DIARY_TYPE

3,4,DK,RF: Goto PLACE_PAPER


Diary Placement

PLACE_PAPER

PLACE_PAPER

Based on your answers, we would like ^DYou_Name to complete this paper diary.

1. Enter 1 to Continue

Goto IND_PHONE


Diary Placement

DIARY_TYPE

DIARY_TYPE

(You/(NAME)) can complete the diary online, using a computer or smartphone, or on paper.

^DType_Fill prefer to have an electronic or a paper one?

   
  Enter type of diary for ^NAME

1. Mobile/Web
2. Paper

1,2: Goto IND_PHONE

RF: Goto END_PERSON


Diary Placement

IND_PHONE

IND_PHONE

So I can contact ^DYou_Name during the week to see if there are any questions about the diary, may I have (your/NAME's) phone number and/or e-mail?
Your phone number and e-mail address will be held, like the rest of your data, completely confidential.

   Electronic diary respondents will receive an email with links and useful information.
     Enter phone number or 0 for None

IF IND_PHONE lt 10 digits and ne 0 then goto CK_IND_PHONE
ELSE goto IND_EMAIL


Diary Placement

IND_EMAIL

IND_EMAIL

    Enter E-Mail or press ENTER for None

Goto END_PERSON




END_PERSON

** Not Displayed **

IF no other eligible persons then exit block and
IF any persons have diary_type = 1 then goto USERNAMES
ELSEIF any persons have diary_type = 2 then goto USERNAMES2

ELSE goto DIARY_TYPE for the next eligible member


Diary Placement

USERNAMES

USERNAMES

At this point in the interview I will show you (and other members of your household) how to log in and use the electronic diary.  It would also be helpful if we look at the diary together using the device or devices you think you will be using to access your diary(ies) throughout the week.

  Instruct the respondent and all available eligible household members on how to use the electronic diary(ies) and provide them with the user guide(s)

    Be sure to go over with the respondent:
       - how to log in with their username and password (attempt to log in with a respondent, if they are willing)
       - creating shortcuts to the web and mobile diaries
       - show the respondent(s) the link to the video tutorials in the User Guide and inform them that the links also
          appear in the electronic diary

    Transcribe the Individual Diary username(s) onto the User Guide(s) and password(s) onto appointment
      card(s) for the respondent(s).  

Resp.   LN       Name          Diary Type       Username    Password
(X / ) (Line #)   (Name)         ^Diary_Type_Fill   

1. Enter 1 to Continue

IF at least one active person has a DIARY_TYPE = 2 then
goto USERNAMES2

ELSEIF NUMHOUSE gt 1 then goto PROXY_INST

ELSE goto DiaryPlacement_End


Diary Placement

USERNAMES2

USERNAMES2

(At this point in the interview/Now) I will show you (and other members of your household) how to fill out the paper diary.

 Transcribe the control number and person line number onto the paper diary:  
             Control number:  (RO and Control number in components)

     -  Record only the individual's name on "the people on your list"
     -  Instruct the respondent(s) on how to complete the individual paper Diary as you would in production,
         but expenses should only be recorded for that individual
 
 Resp.   LN       Name          Diary Type       
(X / ) (Line #)   (Name)         ^Diary_Type_Fill   

1. Enter 1 to Continue

IF NUMHOUSE gt 1 then goto PROXY_INST

ELSE goto DiaryPlacement_End


Diary Placement

PROXY_INST

PROXY_INST

  Instruct the respondent to record expenses made by household members that were not given individual diaries (such as children/members that refused to accept a diary) as well as household expenses not reported by others.

1. Enter 1 to Continue

Goto DiaryPlacement_End




DiaryPlacement_End

** Not Displayed **

Exit table and goto BV2Instruct


Visit 2 Instructions

V2_Instructions

V2_Instructions

  - Provide respondent the records checklist
    - Instruct respondent to:

         o  Gather the types of records listed on the checklist
         o  Collect records for expenditures made/bills received between (reference month) and today
         o  Collect records for all household members
         o  Access electronic records and either print or download them so they can be used during the interview

    - Provide respondent a records checklist folder to assist in collecting and organizing records
    - Inform the respondent that if they use records in the next interview, they'll get an extra $20, in addition to
       the $20 they'll get for simply completing the interview

1. Enter 1 to Continue

Exit block and goto END_VISIT1



Records_intro

Records_intro

During our first visit, I provided you with a checklist and asked you to collect specific records to assist with this visit.  Do you have those records available?  I'll ask you to get them out as we talk about each type of expenditure.

1. Enter 1 to Continue

IF BCoverage.HUTYPE = 1-8, 10 or DK then goto ST_HOUS
ELSE goto S1B_END


01B

ST_HOUS

ST_HOUS

        Ask if not apparent.

Are these living quarters presently used as student housing by a 
college or university?


1. Yes
2. No

IF COVERAGE.UNISTRQ = 2 or 3 OR (8500.UNISTRQ = 2 or 3)
then goto ROOMSQ

ELSE goto BUILDING


01B

BUILDING

BUILDING

  5    ? [F1]

     
   Ask if not apparent by observation

Which best describes this building?

    

1. Single family detached
2. Row or townhouse - inner unit
3. End row or end townhouse
4. Duplex
5. 3-plex or 4-plex
6. Garden
7. High-rise
8. Apartment or flat
9. Mobile home or trailer
10. College dormitory
11. Other - Specify

1-9,DK,RF: Goto ROOMSQ

10: IF ST_HOUS = 2, DK or RF then goto CK_BUILDING
ELSE goto S1B_END

11: Goto BUILDOTH


01B

BUILDOTH

BUILDOTH

     Specify:

Goto ROOMSQ


01B

ROOMSQ

ROOMSQ

How many ROOMS are there in this unit, including all finished
living areas and excluding all bathrooms?

1-30,DK,RF: Goto BEDROOMQ

31-99: Goto ERR1_ROOMSQ


01B

BEDROOMQ

BEDROOMQ

How many BEDROOMS are there in this unit?

   
  Count all rooms used mainly for sleeping, even if also used for other purposes.

0-99: IF (BEDROOMQ gt ROOMSQ) AND (ROOMSQ ne DK and
ROOMSQ ne RF) then goto CK_BEDROOMQ
ELSEIF BEDROOMQ gt 12 then goto ERR1_BEDROOMQ
ELSE goto BATHRMQ

DK,RF: Goto BATHRMQ


01B

BATHRMQ

BATHRMQ

How many COMPLETE bathrooms are there in this unit?

    
   A complete bathroom has a toilet, a bathtub or shower, and a sink,
        all with running water.

0-9: IF (BATHRMQ gt ROOMSQ) AND (ROOMSQ ne DK and ne RF)
then goto CK_BATHRMS
ELSE goto HLFBATHQ

DK,RF: Goto HLFBATHQ


01B

HLFBATHQ

HLFBATHQ

How many HALF bathrooms are there in this unit?
  
       
  A half bathroom has at least a toilet or bathtub or shower, but
         does not have all the facilities of a complete bathroom.

0-9: IF (HLFBATHQ gt ROOMSQ) AND (ROOMSQ ne DK and ne RF)
then goto CK_HLFBATHQ
ELSE goto S1B_END

DK,RF: Goto S1B_END


01B


S1B_END

** Non Displayed **

Goto Section 2 - BSECT02


02


S2_CHK

** Non Displayed **

IF BSECT01.ST_HOUS (from Section 1B) = 1 OR HUTYPE = 9 (from Coverage) OR (8500.ST_HOUS = 1) OR (HUTYPE = 9) then goto MORERENT.

IF INTNMBR = 2-5 and there is a record with 8500.OWNYB = 100
and 8500.OPB_STAT = 1 then goto S3_INTRO.

IF INTNMBR = 2-5 and (there is no 8500.OWNYB = 100
with 8500.OPB_STAT = 1) and 8500.SectComp23 = 1 AND
(8500.ST_HOUS is not 1) then goto STLRENT.

All others goto OWNED.


02

STLRENT

STLRENT

Last time (you/your household) reported renting these living quarters.  
Do you still rent?

          
1. Yes
2. No
3. No -Buying the sample unit

1,DK,RF: Goto RENTED

2: Goto BRENT02.RTASPAY

3: IF 8500.UNITFEAT = EMPTY then goto UNITFEAT
ELSEIF 8500.YRBUILT = EMPTY then goto YRBUILT
ELSE exit block and goto Section 3


02

OWNED

OWNED

Do you own this home?
  
         
  Include households with mortgages as owners.


1. Yes
2. No

1: IF 8500.UNITFEAT = EMPTY then goto UNITFEAT
ELSEIF 8500.YRBUILT = EMPTY then goto YRBUILT
ELSE exit block and goto Section 3

2,DK,RF: Goto PUBLHOUS


02

UNITFEAT

UNITFEAT

  7    ? [F1]

Does this unit have any of the following?

       
  Enter all that apply, separate with commas
    

0. None
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
77. Don't know

IF 0 is selected with other values then goto CK_UNITFEAT
ELSEIF 8500.YRBUILT = EMPTY then goto YRBUILT
ELSE exit block and goto Section 3



02

YRBUILT

YRBUILT

About when was this building originally built?

    
  Do not consider later remodelings
        Probe for best estimate

1700-9999: IF YRBUILT gt current year then goto CK_YRBUILT
ELSE goto Section 3

DK,RF: Goto Section 3


02

PUBLHOUS

PUBLHOUS

              Ask if not apparent.

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

1: IF 8500.INCLDRYR = EMPTY then goto INCLSTOV

ELSE goto RENTED

2,DK,RF: Goto GOVTCOST


02

GOVTCOST

GOVTCOST

Are your housing costs lower because the Federal, State, or local 
government is paying part of the cost?

       
1. Yes
2. No

IF 8500.INCLDRYR = EMPTY then goto INCLSTOV

ELSE goto RENTED


02

INCLSTOV

INCLSTOV

6  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

    . . .  Cooking stove, range, or oven?


1. Yes
2. No

Goto INCLFRIG


02

INCLFRIG

INCLFRIG

6  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

     . . . Refrigerator or home freezer?


1. Yes
2. No

Goto INCLBDSH


02

INCLBDSH

INCLBDSH

6  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

     . . . Built-in dishwasher?


1. Yes
2. No

Goto INCLPDSH


02

INCLPDSH

INCLPDSH

6  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

     . . . Portable dishwasher?


1. Yes
2. No

Goto INCLWSHR


02

INCLWSHR

INCLWSHR

6  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

     . . . Clothes washer?


1. Yes
2. No

Goto INCLDRYR


02

INCLDRYR

INCLDRYR

6  ? [F1]

Were any of the following appliances included in the home when you moved in . . .

     . . . Clothes dryer?


1. Yes
2. No

Goto RENTED


02

RENTED

RENTED

Do (you/you or any members of your household) (still/ ) pay rent for these living quarters?

 
1. Yes
2. No

1,DK,RF: Goto BRent02.RENTX1

2: Goto BRent02.RTASPAY


02

MORERENT

MORERENT

Since the first of (reference month) have (you/you or any members of your household) rented any houses, apartments, or temporary living quarters NOT used entirely for business or vacation?  

               Do NOT include college or university regulated housing.


1. Yes
2. No

1: Goto BRent02.RENTX1

2,DK,RF: Goto S2_END



Description

RENTDESC

** SHOW ONLY **



02

RENTX1

RENTX1

What was your total rental payment for (reference month) for this unit?  
Include any extra charges for garage or parking facilities, but do not
include direct payments by local, state or federal agencies.
You may find a checkbook register or rental receipts helpful for this section.

0-9999999: IF RENTX1 gt 3000 then goto ERR1_RENTX1
ELSE goto RENTX2

DK,RF: Goto RENTX2


02

RENTX2

RENTX2

What was the total rental payment for (month) for this unit?

0-9999999: IF RENTX2 gt 3000 then goto ERR1_RENTX2
ELSE goto RENTX3

DK,RF: Goto RENTX3


02

RENTX3

RENTX3

What was your total rental payment for (last month) for this unit?

 

0-9999999: IF RENTX3 gt 3000 then goto ERR1_RENTX3
ELSE goto RTELECT

DK,RF: Goto RTELECT


02

RTELECT

RTELECT

  6

Does the rental payment include the cost of -
          
     . . . Electricity? 


1. Yes
2. No

Goto RTGAS


02

RTGAS

RTGAS

  6

  
  Repeat if necessary

Does the rental payment include the cost of -

          . . . . Gas?    


1. Yes
2. No

Goto RTWATER


02

RTWATER

RTWATER

  6

  
  Repeat if necessary
Does the rental payment include the cost of -

          . . . Piped in water? 

1. Yes
2. No

Goto RTHEAT


02

RTHEAT

RTHEAT

  6

  
  Repeat if necessary
Does the rental payment include the cost of -

         . . . . Heating?     


1. Yes
2. No

Goto RTTRASH


02

RTTRASH

RTTRASH

  6

  
  Repeat if necessary
Does the rental payment include the cost of - 

        . . . Trash/garbage collection?

1. Yes
2. No

Goto RTPARK


02

RTPARK

RTPARK

  6

  
  Repeat if necessary
Does the rental payment include the cost of - 

      . . . Garage and parking facilities?     


1. Yes
2. No

Goto RTTELEPH


02

RTTELEPH

RTTELEPH

  6

  Repeat if necessary
Does the rental payment include the cost of -

      . . . Telephone services?


1. Yes
2. No

Goto RTTVCABL


02

RTTVCABL

RTTVCABL

  6

  Repeat if necessary  
Does the rental payment include the cost of -

   . . . Television services?


1. Yes
2. No

Goto RTINTRNT


02

RTINTRNT

RTINTRNT

  6

  Repeat if necessary
Does the rental payment include the cost of -

   . . . Internet services?


1. Yes
2. No

Goto RTFUNSH


02

RTFUNSH

RTFUNSH

  6

 Repeat if necessary
Does the rental payment include the cost of -

   . . . Furniture?


1. Yes
2. No

Goto RTASPAY


02

RTASPAY

RTASPAY

Did (you/you or any members of your household) receive any reduced or free rent for 
this unit as a form of pay since the first of (reference month)?

     

1. Yes
2. No

1: Goto RTCOMPX

2,DK,RF: IF BCeintro.BUSCREEN ne 2 then goto RTBSNS
ELSEIF BCeintro.BUSCREEN = 2 AND (PSU=06001, 06013,
06037, 06041, 06059, 06065, 06071, 06081, 06073,
06075, 06087, 06097, 11001, 24021, 24043, 34003,
34013, 34017, 34023, 34027, 34031, 34037, 36005,
36047, 36059, 36061, 36081, 36085, 36087, 36103,
36119) goto RENTCONT

ELSE goto MORERNT


02

RTCOMPX

RTCOMPX

What is the current monthly rental charge to another tenant for a similar unit?

0-999999: IF RTCOMPX lt 100 or gt 1550 then goto ERR1_RTCOMPX
ELSE goto REGRNTX

DK,RF: Goto REGRNTX


02

REGRNTX

REGRNTX

What is your regular rental payment?

0-999999: IF REGRNTX gt 1463 then goto ERR1_REGRNTX
ELSEIF BCeintro.BUSCREEN ne 2 then goto RTBSNS
ELSEIF BCeintro.BUSCREEN = 2 AND (PSU=06001, 06013,
06037, 06041, 06059, 06065, 06071, 06081, 06073,
06075, 06087, 06097, 11001, 24021, 24043, 34003,
34013, 34017, 34023, 34027, 34031, 34037, 36005,
36047, 36059, 36061, 36081, 36085, 36087, 36103,
36119) goto RENTCONT

ELSE goto MORERNT

DK,RF: IF BCeintro.BUSCREEN ne 2 then goto RTBSNS
ELSEIF BCeintro.BUSCREEN = 2 AND (PSU=06001, 06013,
06037, 06041, 06059, 06065, 06071, 06081, 06073,
06075, 06087, 06097, 11001, 24021, 24043, 34003,
34013, 34017, 34023, 34027, 34031, 34037, 36005,
36047, 36059, 36061, 36081, 36085, 36087, 36103,
36119) goto RENTCONT

ELSE goto MORERNT


02

RTBSNS

RTBSNS

Is any portion of this unit used for your own business?


1. Yes
2. No

1: Goto RTBSNSZ

2: IF STLRENT = 2 AND RTASPAY = 2 then goto CK_RTBSNS
ELSEIF (PSU = 06001, 06013, 06037, 06041, 06059, 06065,
06071, 06073, 06075, 06081, 06087, 06097, 11001,
24021, 24043, 34003, 34013, 34017,34023, 34027,
34031, 34037, 36005, 36047,36059, 36061, 36081,
36085, 36087, 36103, 36119) goto RENTCONT
ELSE goto MORERNT

DK,RF: IF (PSU = 06001, 06013, 06037, 06041, 06059, 06065,
06071, 06073, 06075, 06081, 06087, 06097, 11001,
24021, 24043, 34003, 34013, 34017,34023, 34027,
34031, 34037, 36005, 36047,36059, 36061, 36081,
36085, 36087, 36103, 36119) goto RENTCONT
ELSE goto MORERNT


02

RTBSNSZ

RTBSNSZ

 What percent of the rental payment is counted as a business expense?
    
                  
  Enter to the nearest whole percent.

1-99,DK,RF: IF (PSU = 06001, 06013, 06037, 06041, 06059, 06065,
06071, 06073, 06075, 06081, 06087, 06097, 11001,
24021, 24043, 34003, 34013, 34017, 34023, 34027,
34031, 34037, 36005, 36047, 36059, 36061,
36081, 36085, 36087, 36103, 36119) then
goto RENTCONT
ELSE goto MORERNT

100: Goto ERR2_RTBSNSZ


02

RENTCONT

RENTCONT

Is this unit under rent control? 


1. Yes
2. No

Goto MORERNT


02

MORERNT

MORERNT

Since the first of (reference month), have (you/you or any members of your household)
rented any other houses, apartments, or temporary living
quarters NOT used entirely for business or vacation?  
     
       
  Do NOT include college or university regulated housing.


1. Yes
2. No

1: Goto RENTX1

2,DK,RF: Goto S2_END


02


S2_END

** Non Displayed **

Goto S2_Records


02

S2RECRD

S2RECRD

  Were records used to answer the questions in section 2?

1. Yes
2. No

1: Goto S2TPRC

2: Exit block and goto Section 3 - BSECT3


02

S2TPRC

S2TPRC

        What types of bills, receipts, or records did the respondent(s) use?

        Enter all that apply, separate with commas.             

                  
1. Bills/Statements
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Paystub
8. Other - specify

1-7: Exit block and goto Section 3 - BSECT3

8: Goto S2TPRCS


02

S2TPRCS

S2TPRCS

  Specify

Exit block and goto Section 3 - BSECT3


03A2

S3_INTRO

S3_INTRO

We are going to finish the survey by asking about a few spending categories.  Please use the records you collected during the week to answer the question.

(Now I am going to update the information you provided in the last interview for owned living quarters and other owned real estate./Now I am going to
You may find it helpful to refer to your mortgage statements and property tax statements.

1. Enter 1 to Continue

IF INTNMBR = 2-5 AND NEWCU <> 1 then goto BSect3A1

ELSE goto BSect3A2


03A1


PROP_NOJ

** SHOW/OUT VARIABLE **



03A1


PropDes

** SHOW ONLY **



03A1


PropTyp

** SHOW ONLY **

1. Condominium
2. Cooperative
3. Something else



03A1


I_Loannum

** SHOW ONLY **



03A1


AuxLochelnum

** SHOW ONLY **



03A1

STILOWN

STILOWN

 (Do/Does) (you/your household) still own your (property description)?  
           
  Prop #|Description |Type |# Mort|# LSHEL |# LCHEL

1. Yes
2. No

1,DK,RF: IF 8500.OWNYB = 600 then exit block and
goto BSECT3I.VAC_RNTQ
ELSEIF BCeintro.BUSCREEN = 2 AND (there are
previously reported loans with 8500.LOANTYPE = 1, 2 AND
8500.OPF_STAT = 1) then exit block and goto
BMCHANGE.Mchange
ELSEIF BCeintro.BUSCREEN = 2 AND
8500.HWMNYLOC >= 1 then exit block and goto
THomeEquity.PDLOAN2
ELSEIF BCeintro.BUSCREEN = 2 exit block and goto
TAddMort.ADDMORT
ELSE goto BSNSEXPA

2: IF 8500.OWNYB = 600 then exit block and goto PURPROP
ELSEIF BCeintro.BUSCREEN = 2 AND (there are
previously reported loans with 8500.LOANTYPE = 1, 2 AND
8500.OPF_STAT = 1) then exit block and goto
BMCHANGE.Mchange
ELSEIF BCeintro.BUSCREEN = 2 AND
8500.HWMNYLOC >= 1 then exit block and goto
THomeEquity.PDLOAN2
ELSEIF BCeintro.BUSCREEN = 2 exit block and goto
TAddMort.ADDMORT
ELSE goto BSNSEXPA


03A1

BSNSEXPA

BSNSEXPA

(Are/Were) any of the expenses for this property deducted 
as a farm, rental, or business expense?

           Prop # |Description |Type |# Mort|# LSHEL |# LCHEL

        
1. Yes
2. No

1: Goto OBSNSZBA

2,DK,RF: IF there are previously reported loans with
8500.LOANTYPE = 1, 2 AND 8500.OPF_STAT = 1 then
exit block and goto BMCHANGE.Mchange
ELSEIF 8500.HWMNYLOC >= 1 then exit block and
goto THomeEquity.PDLOAN2
ELSE exit block and goto TAddMort.ADDMORT


03A1

OBSNSZBA

OBSNSZBA

What percent of the expenses for this property (is/was) deducted?
Include the portion used for business, farming, or rented to someone outside the household. 

           Prop # |Description |Type |# Mort|# LSHEL |# LCHEL

1-99,DK,RF: IF there are previously reported loans with
8500.LOANTYP = 1, 2 AND 8500.OPF_STAT = 1 then
exit block and goto BMCHANGE.Mchange
ELSEIF 8500.HWMNYLOC >= 1 then exit block and
goto THomeEquity.PDLOAN2
ELSE exit block and goto TAddMort.ADDMORT

100: Goto ERR2_OBSNSZBA


03A1


PROP_NOJ

** SHOW ONLY **



03A1


PROPDES

** SHOW ONLY **



03A1


I_LoanNOF

** SHOW ONLY **



03A1


LoanTyp

** SHOW ONLY **



03A1


IMRTPMTX

** SHOW ONLY **



03A1

MCHANGE

MCHANGE

^MCHANGE_FILL 

1. Yes
2. No

1: Goto MORTCHNG

2,DK,RF: IF 8500.Fixedrte = 2, DK or RF then goto PYMTJX1
ELSEIF 8500.FIXEDRTE = 1 and there are more loans
for this property with 8500.OPF_STAT = 1 then
goto MCHANGE for the next loan
ELSEIF 8500.HWMNYLOC >= 1 then exit block and
goto THomeequity.PDLOAN2
ELSE exit block and goto TAddmort.ADDMORT


03A1

MORTCHNG

MORTCHNG

What was the reason for the change in your
(mortgage/lump sum home equity loan) for your (property description)?


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 ^MORTGAGE_LUMPSUM
5. ^MORTGAGE_LUMPSUM_C renegotiated (rollover or renegotiable ^MORTGAGE_LUMPSUM)
6. Refinanced ^MORTGAGE_LUMPSUM (this includes changing the term of the ^MORTGAGE_LUMPSUM)
7. Paid less than the required amount
8. Other reasons
9. More than one of the above

1,4: Goto PYRINIJ
2: Goto NEWMRRTJ
3: Goto MORTCHMO

5,6,8,9,DK,RF: Goto ORWHAT

7: Goto PYMTJX1


03A1

ORWHAT

ORWHAT

Is this a 30-year (mortgage/lump sum home equity loan), a 15-year
(mortgage/lump sum home equity loan), or something else?      

1. 30-year
2. 15-year
3. Something else

1,2,DK,RF: Goto FIXEDRTJ

3: Goto MRTTERMJ


03A1

MRTTERMJ

MRTTERMJ

  Enter number of years.

Goto FIXEDRTJ


03A1

FIXEDRTJ

FIXEDRTJ

Is this a fixed rate (mortgage/lump sum home equity loan)?

1. Yes
2. No

1: Goto ORGMRTJX

2,DK,RF: Goto PAYTYPJ


03A1

PAYTYPJ

PAYTYPJ

? [F1]

There are many different kinds of (mortgages/lump sum home equity loans).
Which one of these comes closest to (yours/ your household's)?

       
   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

IF 1 selected in PAYTYPJ AND FIXEDRTJ = 2 then goto CK_PAYTYPJ

ELSEIF 3 selected then goto PAYTOTHJ

ELSE goto ORGMRTJX


03A1

PAYTOTHJ

PAYTOTHJ

  Specify:

Goto ORGMRTJX


03A1

ORGMRTJX

ORGMRTJX

What was the amount of the (mortgage/lump sum home equity loan) when
(you/your household) first obtained it, not including any interest?

1-99999999: IF (8500.OWNYB = 100 and ORGMRTJX lt 5000 or
gt 315000) OR
(8500.OWNYB = 200 and ORGMRTJX lt 3000 or gt
350000) OR
(8500.OWNYB = 300 and ORGMRTJX lt 3000 or gt
400000) OR
(8500.OWNYB = 400 and ORGMRTJX lt 1000 or gt
124900) then goto ERR1_ORGMRTJX
ELSE goto NEWMRRTJ

DK,RF: Goto NEWMRRTJ


03A1

NEWMRRTJ

NEWMRRTJ

? [F1]  

     What is the current interest rate for this (mortgage/lump sum home equity loan)?

          
   Enter percent including decimal

00.000-99.999: IF entry lt 5 or gt 14 then goto ERR1_NEWMRRT
ELSE goto PYRINIJ

DK,RF: Goto PYRINIJ


03A1

PYRINIJ

PYRINIJ

 7    ? [F1]

On (your/your household's) last regular payment, which of these things
were included?

    
  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

1-5,77: IF neither 1 nor 2 were selected then goto
CK_PYRINIJ
ELSEIF 8500.FIXEDRTE = 2,DK or RF or
FIXEDRTJ = 2,DK or RF then goto MORTCHMO
ELSE goto MRTPMTJX

6: Goto PYJOTH

RF: IF 8500.FIXEDRTE = 2,DK or RF or FIXEDRTJ = 2,DK or RF
then goto MORTCHMO
ELSE goto MRTPMTJX


03A1

PYJOTH

PYJOTH

  Specify:

IF (8500.FIXEDRTE = 2, DK or RF) or (FIXEDRTJ = 2, DK or RF)
then goto MORTCHMO

ELSE goto MRTPMTJX


03A1

MRTPMTJX

MRTPMTJX

How much is (your/your household's) (mortgage/lump sum home equity loan) payment per month?

IF entry lt 246 or gt 2690 and (ne DK or RF) then
goto ERR1_MRTPMTJX

ELSEIF any codes 3 - 6 are selected in PYRINIJ then
goto PRININJX

ELSE goto MORTCHMO


03A1

PRININJX

PRININJX

How much of that amount is for (principal / interest/principal and interest)?

0-99999999: IF entry lt 40 or gt 2700 then
goto ERR1_PRININJX
ELSEIF PRININJX gt MRTPMTJX then
goto CK_PRININJX
ELSE goto MORTCHMO

DK,RF: Goto MORTCHMO


03A1

MORTCHMO

MORTCHMO

In what month did (you pay off your (mortgage/lump sum home equity loan)/your (mortgage/lump sum home equity loan) change)?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

IF ENTRY is not in the reference period and ne DK and ne RF
then goto CK_MORTCHMO

ELSE
IF (FIXEDRTJ = 2, DK or RF) or (FIXEDRTJ ne 1 AND
8500.FIXEDRTE = 2, DK or RF) then goto PYMTJX1

ELSE goto MCHANGE for next 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 8500.HWMNYLOC >= 1 then exit block and
goto PDLOAN2 in Thomequity block

ELSE exit block and goto ADDMORT in TAddmort block


03A1

PYMTJX1

PYMTJX1

How much was (your/your household's) payment on this ^mortgage_lumpsum in (reference month)?

1-99999999,DK,RF: IF PYMTJX1 = 1-70 or gt 3000 and (ne DK or
RF) then goto ERR1_PYMTJX1
ELSEIF (any codes 3-6 selected in PYRINIJ) or
8500.PAYPROTX = 3 or 8500.PAYPROIN = 4 or
8500.PAYMORIN = 5 or 8500.PAYOTHER = 6
then goto PRNINJX1
ELSE goto PYMTJX2

0: Goto PYMTJX2


03A1

PRNINJX1

PRNINJX1

How much of that amount is for ^prinint_fill?

0-99999999: IF PRNINJX1 = 0-40 or gt 2700 then goto
ERR1_PRNINJX1
ELSEIF PRNINJX1 gt PYMTJX1 then goto CK_PRNINJX1
ELSE goto PYMTJX2

DK,RF: Goto PYMTJX2


03A1

PYMTJX2

PYMTJX2

How much was (your/your household's) payment on this ^mortgage_lumpsum in (month)?

1-99999999,DK,RF: IF PYMTJX2 1-70 or gt 3000 and ne DK or
RF then goto ERR1_PYMTJX2
ELSEIF any codes 3 to 6 selected in
PYRINIJ or 8500.PAYPROTX = 3 or
8500.PAYPROIN = 4 or 8500.PAYMORIN = 5
or 8500.PAYOTHER = 6 then goto PRNINJX2
ELSE goto PYMTJX3

0: Goto PYMTJX3


03A1

PRNINJX2

PRNINJX2

How much of that amount is for (principal / interest/principal and interest)?

0-99999999: IF PRNINJX2 gt PYMTJX2 then goto CK_PRNINJX2
ELSEIF PRNINJX2 = 0-40 or gt 2700 then
goto ERR1_PRNINJX2
ELSE goto PYMTJX3

DK,RF: Goto PYMTJX3


03A1

PYMTJX3

PYMTJX3

How much was  (your/your household's) payment on this (mortgage/lump sum home equity loan)  in (last month)?

IF PYMTJX3 lt 246 or gt 2690 and ne DK or RF then
goto ERR1_PYMTJX3

ELSEIF (any codes 3 to 6 selected in PYRINIJ) or
8500.PAYPROTX = 3 or 8500.PAYPROIN = 4 or
8500.PAYMORIN = 5 or 8500.PAYOTHER = 6) then
goto PRNINJX3

ELSEIF there are more loans on this property with
8500.OPF_STAT = 1 then goto MCHANGE for the next loan

ELSEIF 8500.HWMNYLOC >= 1 then exit block and
goto THomeequity.PDLOAN2

ELSE exit block and goto TAddmort.ADDMORT


03A1

PRNINJX3

PRNINJX3

How much of that amount is for (principal / interest/principal and interest)?

0-99999999: IF PRNINJX3 gt PYMTJX3 then goto CK_PRNINJX3
ELSEIF PRNINJX3 lt 40 or gt 2700 then
goto ERR1_PRNINJX3
ELSEIF there are more loans on this property
with 8500.OPF_STAT = 1 then
goto MCHANGE for the next loan

ELSEIF 8500.HWMNYLOC >= 1 then exit block and
goto THomeequity.PDLOAN2

ELSE exit block and goto TAddmort.ADDMORT

DK,RF: IF there are more loans on this property with
8500.OPF_STAT = 1 then goto MCHANGE for the next loan

ELSEIF 8500.HWMNYLOC >= 1 then exit block and
goto THomeequity.PDLOAN2

ELSE exit block and goto TAddmort.ADDMORT


03A1


IPROP_NOH

** SHOW ONLY **



03A1


PROPDES

** SHOW ONLY **



03A1


I_LoanNOH

** SHOW ONLY **



03A1

PDLOAN2

PDLOAN2

Since the first of (reference month), (have/has) (you/your household)
made any payments for your home equity line or credit?          

1. Yes
2. No

1: Goto PD2AMTX1

2,DK,RF: Goto TOTOWED2


03A1

PD2AMTX1

PD2AMTX1

What was the total amount paid in (reference month)?

1-99999999: IF (8500.OWNYB = 100 and PD2AMTX1 lt 15 or gt 6000)
OR (8500.OWNYB = 200-400 and PD2AMTX1 lt 35 or gt
35000) then goto ERR1_PD2AMTX1
ELSE goto PD2AMTX2

0,DK,RF: Goto PD2AMTX2


03A1

PD2AMTX2

PD2AMTX2

What was the total amount paid in (month)?

1-99999999: IF (8500.OWNYB = 100 and PD2AMTX2 lt 15 or gt 6000)
OR (8500.OWNYB = 200-400 and PD2AMTX2 lt 34 or
gt 35000) then goto ERR1_PD2AMTX2
ELSE goto PD2AMTX3

0,DK,RF: Goto PD2AMTX3


03A1

PD2AMTX3

PD2AMTX3

What was the total amount paid in (last month)?

1-99999999: IF (8500.OWNYB = 100 and PD2AMTX3 lt 15 or gt 6000)
OR (8500.OWNYB = 200-400 and PD2AMTX3 lt 34 or
gt 35000) then goto ERR1_PD2AMTX3
ELSE goto TOTOWED2

0,DK,RF: Goto TOTOWED2


03A1

TOTOWED2

TOTOWED2

^TOTOWED2_FILL

IF TOTOWED2 lt PD2AMTX3 then goto CK_TOTOWED2

ELSEIF (8500.OWNYB = 100 and TOTOWED2 = 1-165 or gt 104400) OR
(8500.OWNYB = 200-400 and TOTOWED2 = 1-2000 or gt 100000)
then goto ERR1_TOTOWED2

ELSE goto PDLOAN2 for next loan for this property
with 8500.OPH_STAT = 1

if no more loans for this property with
8500.OPH_STAT = 1 then exit block and
goto TAddmort.Baddmort.ADDMORT


03A1

ADDMORT

ADDMORT

Since the first of (reference month), (have/has) (you/your household)
obtained any (additional/ ) mortgages, including second mortgages or home 
equity loans, for your (property description)?

(Do not include reverse mortgages./ )

1. Yes
2. No

1: Goto HEQUITY

2,DK,RF: Exit block and goto S3A1_CHK1


03A1

HEQUITY

HEQUITY

Was this a mortgage or home equity loan?

          

1. Mortgage
2. Home equity loan

1,DK,RF: Goto OTHLOAN

2: Goto HELTYPE


03A1

HELTYPE

HELTYPE

There are two basic types of home equity loans:

A loan where (you/your household) received the entire lump-sum 
borrowed when (you/your household) took out the loan; or

A line of credit loan where (you/your household) 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

Goto OTHLOAN


03A1

OTHLOAN

OTHLOAN

Did you have any other new mortgages or home equity loans for (property description)?

1. Yes
2. No

1: Goto HEQUITY for the next row

2,DK,RF: Exit block and goto S3A1_CHK1


03A1


S3A1_CHECK

** Non Displayed **

If this property was disposed of in the current interview
(OWNSTAT = 4) and OWNYB ne 600, goto Section 3D - BSECT3D

If this property was disposed of in the current interview and it is a residential business property (OWNYB = 600), goto PURPROP

IF the property is still owned (STILOWN = 1, DK or RF AND
OBSNSZBA ne 100) check to see if there are any new loans
(ADDMORT = 1)
If yes and LOANTYPE = 1 or 2 (of the newly reported
loans) goto Section 3FG - BSECT3F
If yes and LOANTYPE = 3 (of the newly reported loans)
goto Section 3H - BSECT3HTABLE

IF no, goto Section 3I - BSect3I





S3CurrentProps_END

** Not Displayed **

IF there are more "good" properties on the SCIF then go back
to TStillOwn for the next property

ELSE exit block and goto PURPROP


03A1

PURPROP

PURPROP

  6

(Other than the Sample Unit which you recently acquired/ ) ^SinceFill the first of 
(reference month), (have/has) (you/your household) purchased or otherwise
acquired any property or real estate?                 

                    
1. Yes
2. No

1: Goto PCODE

2,DK,RF: Goto 3A1_END


03A1

PCODE

PCODE

  6

     What kind of property(ies) is this new property or real estate?

        
  Enter all that apply, separate with commas

         
1. Other homes, vacation homes, recreational properties including timeshares
2. Commercial real estate or farm land
3. Homes rented out or owned only for investment purposes
4. Land with no buildings on it

if 1 selected then goto NPROP2
if 2 selected then goto CK_PCODE
if 3 selected then goto NPROP6
if 4 selected then goto NPROP4


03A1

NPROP2

NPROP2

  6    

How many other homes, vacation homes or recreational properties, including timeshares?

         
  Exclude right-to-use timeshares, vacation clubs, or destination clubs.

IF (OnceNProp2 = 1) AND (NPROP2 < ORIGNPROP2) then
goto CK_NPROP2

ELSEIF 3 selected in PCODE then goto NPROP6

ELSEIF 4 selected in PCODE then goto NPROP4

ELSE goto S3A1_END


03A1

NPROP6

NPROP6

 

How many homes rented out or owned only for investment purposes?



03A1

NPROP4

NPROP4

 

How many were land with no buildings on it?

IF OnceNprop4 = 1 AND NPROP4 < OrigNprop4 then goto CK_NPROP4

ELSE goto S3A1_END


03A1


S3A1_END

** Non Displayed **

IF (PURPROP = 2, DK, RF) OR ( ONLY 2 entered in PCODE and
there is no new sample unit and there are no previously
reported active properties ) then exit block and
goto S3_END

ELSE goto Section 3B (BSect3BDEFGHI)


03A2

OTHERHOM

OTHERHOM

  7

Since the first of (reference month), (have/has) (you/your household)
lived in any other home that (you/you or any members of your household) still (own/owns)?      

1. Yes
2. No

1: Goto NOPROP

2,DK,RF: Goto BUSPROP3


03A2

NOPROP

NOPROP

  7

How many?

IF (Section 3A2 has been completed) AND (the FR
attempts to lower the entry) then goto CK_NOPROP

ELSEIF ENTRY gt 5 then goto ERR1_NOPROP
ELSE goto BUSPROP3


03A2

BUSPROP3

BUSPROP3

   7
     
(Do/Does) (you/your household) own any commercial real estate or farm land?
     

1. Yes
2. No

Goto RESBUSPR


03A2

RESBUSPR

RESBUSPR

  7

(In the following questions, please do not include any of the commercial properties (you/your household) ^own_owns only for business or investment purposes.)

(Do/Does) (you/your household) own any homes rented out or owned only for investment purposes?


1. Yes
2. No

1: Goto RES_NUM

2,DK,RF: Goto SECHOME


03A2

RES_NUM

RES_NUM

  7

How many?

Goto SECHOME


03A2

SECHOME

SECHOME

  7

(In the following questions, please do not include any of the properties ^You_YRCU (own/owns) only for business or investment purposes)
(Other than the property you have already mentioned./ ) 
(Do/Does/do/does) (you/your household) own any other homes, vacation homes, or recreational properties, including timeshares?

            
  Exclude right-to-use timeshares, vacation clubs, or destination clubs.
       

1. Yes
2. No

1: Goto SEC_NUM

2,DK,RF: Goto NOBUILD


03A2

SEC_NUM

SEC_NUM

  7

How many? 

  Exclude right-to-use timeshares, vacation clubs, or destination clubs.

IF (Section 3A2 has been completed) AND (the FR
attempts to lower the entry) then goto CK_SECNUM

ELSEIF ENTRY gt 5 then goto ERR1_SECNUM

ELSE goto NOBUILD


03A2

NOBUILD

NOBUILD

  7

Other than property you have already mentioned, (do/does)
(you/your household) own any land without buildings on it?

          
1. Yes
2. No

1: Goto BUILDNUM

2,DK,RF: Goto NOLONGER


03A2

BUILDNUM

BUILDNUM

  7

How many?

IF (Section 3A2 has been completed) AND (the FR attempts to
lower the entry) then goto CK_BUILDNUM

ELSEIF ENTRY gt 5 then goto ERR1_BUILDNUM

ELSE goto NOLONGER


03A2

NOLONGER

NOLONGER

  7

Are there any properties that (you/your household) owned at the beginning of (reference month) that (you/your household) no longer (own/owns)? 

1. Yes
2. No

1: Goto NUMPRPTY

2,DK,RF: Goto S3A2_END


03A2

NUMPRPTY

NUMPRPTY

  7

How many different properties?

1-20: IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry) then
goto CK_NUMPRPTY
ELSEIF ENTRY gt 5 then goto ERR1_NUMPRPTY
ELSE goto P_TYPE

DK,RF: Goto S3A2_END


03A2

P_TYPE

P_TYPE

  7    ? [F1]

What type of (property was it/properties were they)?

      
   Enter all that apply, separate with commas.


1. A home in which ^YOU_YRCU used to live
2. Other homes, vacation homes, recreational properties including timeshares
3. Commercial real estate or farm land
4. Homes rented out or owned only for investment purposes
5. Land with no buildings on it

1-5: IF NUMPRTY = DK or RF then goto S3A2_END
If 1 selected in P_TYPE and NUMPRPTY is greater
than 1 then goto HWMANY1
If only 1 selected in P_TYPE and NUMPRPTY = 1 then
goto S3A2_END

If 2 selected in P_TYPE and NUMPRPTY is greater
than 1 then goto HWMANY2
If only 2 selected in P_TYPE and NUMPRPTY = 1 then
goto S3A2_END

If 3 selected in P_TYPE and NUMPRPTY is greater
than 1 then goto HWMANY3
If only 3 selected in P_TYPE and NUMPRPTY = 1 then
goto S3A2_END

If 4 selected in P_TYPE and NUMPRPTY is greater
than 1 then goto HWMANY4
If only 4 selected in P_TYPE and NUMPRPTY = 1 then
goto S3A2_END

If 5 selected in P_TYPE and NUMPRPTY is greater
than 1 then goto HWMANY5
If only 5 selected in P_TYPE and NUMPRPTY = 1 then
goto S3A2_END

RF: Goto S3A2_END


03A2

HWMANY1

HWMANY1

  7

How many homes in which (you/your household) used to live did (you/your household) dispose
of since (reference month)?

IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry) then goto CK_HWMANY1

ELSEIF 2 selected in P_TYPE then goto HWMANY2
ELSEIF 3 selected in P_TYPE then goto HWMANY3
ELSEIF 4 selected in P_TYPE then goto HWMANY4
ELSEIF 5 selected in P_TYPE then goto HWMANY5

ELSE goto S3A2_CHK


03A2

HWMANY2

HWMANY2

  7

How many other homes, vacation homes, recreational properties, or timeshares did (you/your household) dispose of since (reference month)?

IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry) then goto CK_HWMANY2

ELSEIF 3 selected in P_TYPE then goto HWMANY3
ELSEIF 4 selected in P_TYPE then goto HWMANY4
ELSEIF 5 selected in P_TYPE then goto HWMANY5
ELSE goto S3A2_CHK


03A2

HWMANY3

HWMANY3

  7

How many commercial real estate or farm land properties did (you/your household) dispose of since (reference month)?

IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry) then goto CK_HWMANY3
ELSEIF 4 selected in P_TYPE then goto HWMANY4
ELSEIF 5 selected in P_TYPE then goto HWMANY5
ELSE goto S3A2_CHK


03A2

HWMANY4

HWMANY4

  7

How many homes rented out or owned only for investment purposes did (you/your household) dispose of since (reference month)?

IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry) then goto CK_HWMANY4

ELSEIF 5 selected in P_TYPE then goto HWMANY5
ELSE goto S3A2_CHK


03A2

HWMANY5

HWMANY5

  7

How many land properties with no buildings on them did (you/your household) dispose of since (reference month)?

IF (Section 3A2 has been completed) AND
(the FR attempts to lower the entry) then goto CK_HWMANY5

ELSE goto S3A2_CHK


03A2


S3A2_CK

** NON-DISPLAYED FIELD **

IF (HWMANY1 + HWMANY2 + HWMANY3 +HWMANY4 + HWMANY5) ne NUMPRPTY then goto CK_NUMPROP

ELSE goto S3A2_END


03A2


S3A2_END

** Non Displayed **

IF OWNED ne 1 AND
( (OTHERHOM = 2, DK or RF) or
(OTHERHOM = 1 AND NOPROP = DK or RF) ) AND
( (RESBUSPR = 2, DK or RF) or
(RESBUSPR = 1 AND RES_NUM = DK or RF) ) AND
( (SECHOME = 2, DK or RF) or
(SECHOME = 1 AND SEC_NUM = DK or RF) ) AND
( (NOBUILD = 2, DK or RF) or
(NOBUILD = 1 AND BUILDNUM = DK or RF)) AND
( (NOLONGER = 2, DK or RF) or
(NOLONGER = 1 AND NUMPRPTY = DK or RF) ) then
exit block and goto S3_END

ELSE goto BSECT3BDEFGHI


03B

WHICH_PROP

WHICH_PROP

(Now I am going to ask about your (owned properties/next property) )

   
  Enter type of property


1. Sample unit
2. ^Form_home
3. ^Oth_home
4. ^Rent_home
5. ^No_build

1: Goto CK_WHICHPROP

2-5: Goto PROPDESC


03B

PROPDESC

PROPDESC

(Now I'm going to ask some questions about your Sample Unit.)
        
("* Briefly describe the (property type).)

(* Press Enter to continue./* Enter 888 to delete this property.)

     

30 characters: IF OWNYB = 300 then goto TIMESHAR
ELSEIF OWNYB = 600 then goto COUNTRY
ELSE goto SHARED2

888: Goto next property


03B

TIMESHAR

TIMESHAR

? [F1]

Is this a time-sharing arrangement where (you/your household) (have/has)
use of the property only for a specified length of time each year?


1. Yes
2. No

1: Goto DEEDED

2,DK,RF: Goto SHARED2


3B

DEEDED

DEEDED

?  [F1]

Is this a deeded or right-to-use timeshare?

1. Deeded
2. Right-to-use

1,DK,RF: Goto SHARWKS

2: Goto CH_DEEDED


03B

SHARWKS

SHARWKS

How many weeks are (you/your household) entitled to use your timeshare each year?

1-16, DK, RF: Goto SHARED1
17-52: Goto ERR1_SHARWKS


03B

SHARED1

SHARED1

(Do/Does) (you/your household) own the timeshare with anyone else outside your household?

1. Yes
2. No

1: Goto SHARPER1

2,DK,RF: Goto COUNTRY


03B

SHARPER1

SHARPER1

What percent of the timeshare (do/does) (you/your household) own?

Goto COUNTRY


03B

SHARED2

SHARED2

(Do/Does) (you/your household) share ownership of the property with anyone else?


1. Yes
2. No

1: Goto SHARPER2

2,DK,RF: IF OWNYB = 300 then goto COUNTRY
ELSEIF INTNMBR = 2-5 and NEWCU ne 1 AND OWNYB ne
100 then goto STILOWNB
ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB = 100
then goto BSNEXP2
ELSEIF BCeintro.BUSCREEN = 2 then goto ACQUIRYR
ELSE goto BSNSEXP


03B

SHARPER2

SHARPER2

What percentage of the property (do/does) (you/your household) own?

IF OWNYB = 300 then goto COUNTRY

ELSEIF INTNMBR = 2-5 AND NEWCU ne 1 AND OWNYB ne 100 then
goto STILOWNB
ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB = 100 then goto
BSNEXP2
ELSEIF BCeintro.BUSCREEN = 2 then goto ACQUIRYR
ELSE goto BSNSEXP


03B

COUNTRY

COUNTRY

    Ask if not apparent
 
 If this is a timeshare with multiple locations, select the most often used location.

Where is the property located?

          
1. United States
2. Foreign Country

1: Goto STATE

2,DK,RF: IF INTNMBR = 2-5 AND NEWCU ne 1 and OWNYB ne 100
then goto STILOWNB
ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 600
then goto ACQUIRYR
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END


03B

STATE

STATE

? [F1]

  Enter the two character State abbreviation

IF DK or RF: IF INTNMBR = 2-5 AND NEWCU ne 1 AND
OWNYB ne 100 then goto STILOWNB
ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 600 then goto ACQUIRYR
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END

ELSE: Goto CNTYCODE


03B

CNTYCODE

CNTYCODE

What county is the property located in?

  
  If the county name is not found, key X.

30 characters,DK,RF: IF INTNMBR = 2-5 AND NEWCU ne 1 AND
OWNYB ne 100 then goto STILOWNB
ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 600 then goto ACQUIRYR
ELSEIF OWNYB ne 600 then goto BSNSEXP
ELSE goto S3B_END

X: Goto OTHCNTY


03B

OTHCNTY

OTHCNTY

    Specify other county

IF INTNMBR = 2-5 AND NEWCU ne 1 AND OWNYB ne 100 then
goto STILOWNB

ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 600 then goto
ACQUIRYR

ELSEIF OWNYB ne 600 then goto BSNSEXP

ELSE goto S3B_END


03B

STILOWNB

STILOWNB

      Ask if not apparent
    
Do you still own this property?

1. Yes
2. No

IF OWNYB = 600 then goto S3B_END
ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 600 then goto
ACQUIRYR
ELSE goto BSNSEXP


03B

BSNSEXP

BSNSEXP

(Are/Were) any of the expenses for this property deducted as a farm, rental, or business expense?       


1. Yes
2. No

1: Goto OBSNSZB

2,DK,RF: IF OWNYB = 100 then goto BSNEXP2
ELSE goto ACQUIRYR


03B

OBSNSZB

OBSNSZB

What percent of the expenses for this property (is/was) deducted? Include the portion used for business, farming, or rented to someone outside the household.

1-99,DK,RF: Goto ACQUIRYR

100: Goto ERR2_OBSNSZB


03B

BSNEXP2

BSNEXP2

Is any part of this property you own rented to someone outside your household or used for business? 

1. Yes
2. No

Goto ACQUIRYR


03B

ACQUIRYR

ACQUIRYR

In what year did (you/your household) close or settle on this property?

1900-9999: If entry = current or previous year,
goto ACQUIRMO
Else goto ANPROPTX

DK, RF: goto ANPROPTX


03B

ACQUIRMO

ACQUIRMO

In what month did (you/your household) close or settle on this property?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

1-12: IF ACQUIRMO and ACQUIRYR are in the future,
then goto CK_ACQUIRMO
ELSEIF ACQUIRMO/ACQUIRYR are within the reference
period then goto GIFTPROP
ELSE goto ANPROPTX

DK,RF: Goto ANPROPTX


03B

GIFTPROP

GIFTPROP

Was this property received as a gift or inheritance?


1. Yes
2. No

1,DK,RF: Goto ANPROPTX

2: Goto OWN_PURX


03B

OWN_PURX

OWN_PURX

  7    ? [F1]

What was the total price paid for (this/the)  property, not including
closing costs? 

0-99999999: IF [(OWNYB = 100-300 and OWN_PURX lt 1500 or gt 485000) OR
(OWNYB = 400 and OWN_PURX lt 100 or gt 250000) ]
then goto ERR1_OWNPURX

ELSE goto CLOSECST

DK, RF: goto CLOSECST


03B

CLOSECST

CLOSECST

  7    ? [F1]

About how much were the closing costs?

0-99999999: IF CLOSECST gt OWN_PURX then goto CK_CLOSECST
ELSEIF CLOSECST gt 17000 then goto ERR1_CLOSCST
ELSE goto OWNDPMTX

DK,RF: Goto OWNDPMTX


03B

OWNDPMTX

OWNDPMTX

What was the amount of the down payment?

0-99999999: IF gt OWN_PURX then goto CK_OWNDPMTX
ELSEIF OWNDPMTX gt 185000 then goto ERR1_OWNDPMTX
ELSE goto ANPROPTX

DK,RF: Goto ANPROPTX


03B

ANPROPTX

ANPROPTX

What ^arewere2 the annual property taxes for (this/the) property?

IF (ne DK or RF) AND [(OWNYB = 100 and ANPROPTX gt 15000) OR
(OWNYB = 200 and ANPROPTX gt 8000) OR
(OWNYB = 300 and ANPROPTX gt 7000) OR
(OWNYB = 400 and ANPROPTX gt 3000) ]
then goto ERR1_ANPROPTX

ELSEIF OWNYB = 400 then goto S3B_END

ELSEIF OWNYB ne 400 AND NOT (OWNYB = 100 AND SECT01.BUILDING
(from Section 1C) = 1, 9 , 10) then goto PROPTYPE

ELSE goto S3B_END


03B

PROPTYPE

PROPTYPE

        Ask if not apparent.  
     
   If respondent doesn't know or refuses select pre-code 3.
    
 (Was/Is) this property a -

          
1. Condominium
2. Cooperative
3. Something else

Goto S3B_END


03B


S3B_END

** Non Displayed **

IF STILOWNB = 2 then exit block and goto Section 3D
ELSE exit block and goto Section 3E


03D


PROP_NOD

** SHOW / OUT VARIABLE **



03D


AuxPropDesc

** SHOW ONLY **



03D

DISPMTHD

DISPMTHD

You said (you/your household) no longer (own/owns) your (property description).
Did (you/your household) sell it, give it to someone outside your household, or do 
something else with it?

1. Sold the property or traded the property in
2. Gave it to someone outside household
3. Something else, other - specify

1,2,DK,RF: Goto DISPYR

3: Goto DISPOTH


03D

DISPOTH

DISPOTH

     Specify:

Goto DISPYR


03D

DISPYR

DISPYR

In what year did (you/your household) (sell( trade) this property/give this property to someone outside your CU/dispose of this property)?

Goto DISPMO


03D

DISPMO

DISPMO

In what month did (you/your household) (sell( trade) this property/give this property to someone outside your CU/dispose of this property)?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

IF DISPMO = DK or RF then goto S3D_END

ELSEIF DISPYR = DK or RF then goto S3D_END

ELSEIF flgError = Yes then goto DISPDATE_ERR

ELSEIF DISPMTHD = 1 then goto DISPX

ELSE goto S3D_END


03D

DISPX

DISPX

What was the selling price (trade-in value)?

IF ENTRY lt 750 or gt 399900 AND (ne DK or RF) then
goto ERR1_DISPX

ELSE goto DISPEXPX


03D

DISPEXPX

DISPEXPX

8     ? [F1]

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 (your/your household's) expenses were.  What were (your/your household's) 
total expenses in selling (trading) this property?

0-99999999: IF ENTRY gt 28000 then goto ERR1_DISPEXPX
ELSEIF DISPEXPX gt DISPX then goto CK_DISPEXPX
ELSE goto S3D_END

DK,RF: Goto S3D_END


03D


S3D_END

** Non Displayed **

Exit block and goto Section 3E


03E

PRESMORT

PRESMORT

Now I am going to ask about mortgages for your (property description).
Excluding home equity loans, (and reverse mortgages/ ),  (do/does) (you/your household) 
presently have a mortgage on your (property description)?

         

1. Yes
2. No

1: Goto NUMMORT1

2,DK,RF: Goto HADMORT


03E

NUMMORT1

NUMMORT1

How many mortgages ^havehas (you/your household) had on this 
property since the first of (reference month)?

IF (Section 3E has been completed) AND
(the FR attempts to lower the entry) then
goto CK_NUMMORT1

ELSE goto HOMEQ_YN


03E

HADMORT

HADMORT

(Have/Has) (you/your household) had a mortgage on this property 
since the first of (reference month)?

1. Yes
2. No

1: Goto NUMMORT2

2,DK,RF: Goto HOMEQ_YN


03E

NUMMORT2

NUMMORT2

How many mortgages (have/has) (you/your household) had on this 
property since the first of (reference month)?

IF (Section 3E has been completed) AND
(the FR attempts to lower the entry)
then goto CK_NUMMORT2

ELSE goto HOMEQ_YN


03E

MRTCPSHA

MRTCPSHA

Since the first of (reference month), in addition to (your/your household's) share of the 
cooperative's total costs, did (you/your household)  make payments on a mortgage 
that was obtained from an outside lender for (your/your household's) shares 
in the cooperative?          

1. Yes
2. No

1: Goto NUMMORT3

2,DK,RF: Goto HOMEQ_YN


03E

NUMMORT3

NUMMORT3

How many mortgages (have/has) (you/your household) had on this 
property since the first of (reference month)?

IF (Section 3E has been completed) AND
(the FR attempts to lower the entry)
then goto CK_NUMMORT3

ELSE goto HOMEQ_YN


03E

HOMEQ_YN

HOMEQ_YN

(Do/Does) (you/your household) have a home equity loan or any 
other loan which gives the lender claim on this property in case 
the loan is not repaid?

          

1. Yes
2. No

1: Goto LSHEL_YN

2,DK,RF: Goto S3E_END


03E

LSHEL_YN

LSHEL_YN

^LSHEL_YN_FILL_ONCE

(Have/Has) (you/your household) had a lump sum home equity loan on
this property since the first of (reference month)?         

1. Yes
2. No

1: Goto NUMLSHEL

2,DK,RF: Goto LCHEL_YN


03E

NUMLSHEL

NUMLSHEL

How many?

IF (Section 3E has been completed) AND
(the FR attempts to lower the entry)
then goto CK_NUMLSHEL

ELSE goto LCHEL_YN


03E

LCHEL_YN

LCHEL_YN

(Have/Has) (you/your household) had a home equity line of credit on this property since the first of 
(reference month)?     

1. Yes
2. No

1: Goto NUMLCHEL

2,DK,RF: Goto S3E_END


03E

NUMLCHEL

NUMLCHEL

How many?

IF (section 3E has been completed) AND
(the FR attempts to lower the entry)
then goto CK_NUMLCHEL

ELSE goto S3E_END


03E


S3E_END

** Non Displayed **

IF (NUMMORT1 gt 0 OR NUMMORT2 gt 0 OR NUMMORT3 gt 0) OR
NUMLSHEL gt 0 then goto Section 3FG

ELSEIF NUMLCHEL gt 0 then goto Section 3H

ELSE goto Section 3I


03F


PROPNUM

** SHOW ONLY **



03F


PROPDESC

** SHOW ONLY **



03F

ORG_INTR

ORG_INTR

Now I will ask some questions about your (1st/2nd/3rd/etc.) (mortgage/lump sum home equity loan).  
These questions refer to the (mortgage/lump sum home equity loan) you are currently making payments on.

1. Continue
2. Delete the loan

1: Goto ORGMRTX

2: Goto S3FG_END


03F

ORGMRTX

ORGMRTX

What was the amount of the (mortgage/lump sum home equity loan) when (you/your household) first obtained it, not including any interest?

IF (ORGMRTX ne DK or RF) AND [
(OWNYB = 100 and ORGMRTX lt 5000 or gt 315000) OR
(OWNYB = 200 and ORGMRTX lt 3000 or gt 350000) OR
(OWNYB = 300 and ORGMRTX lt 3000 or gt 400000) OR
(OWNYB = 400 and ORGMRTX lt 1000 or gt 124900) ]
then goto ERR1_ORGMRTX

ELSE goto FRSTPYYR


03F

FRSTPYYR

FRSTPYYR

In what year did (you/your household) make the first payment
on this (mortgage/lump sum home equity loan)?

1900-9999: IF gt 2010 or lt 1970 then goto ERR1_FRSTPYYR
ELSE goto FRSTPYMO

DK,RF: Goto FRSTPYMO


03F

FRSTPYMO

FRSTPYMO

In what month did (you/your household) make the first payment
on this (mortgage/lump sum home equity loan)?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

IF FRSTPYYR and FRSTPYMO are gt (current month + 2 and year)
then goto CK_FRPSTYMO

ELSE MTERM


03F

MTERM

MTERM

Is this a 30 year (mortgage/lump sum home equity loan), a 15 year
(mortgage/lump sum home equity loan), or something else?          

1. 30-year
2. 15-year
3. Something else

1: IF current year - FRSTPYYR gt 30 then goto CK_S3FG
ELSE goto NEWMRRT

2: IF current year - FRSTPYYR gt 15 then goto CK_S3FG
ELSE goto NEWMRRT

3: Goto MORTTERM

DK,RF: Goto NEWMRRT


03F

MORTTERM

MORTTERM

  Enter number of years

1-50: IF (current year - FRSTPYYR) gt MORTTERM then
goto CK_S3FG]
ELSEIF ENTRY lt 5 or gt 30 then goto ERR1_MORTTERM
ELSE goto NEWMRRT

DK,RF: Goto NEWMRRT


03F

NEWMRRT

NEWMRRT

What is the current interest rate on this (mortgage/lump sum home equity loan)?

                
  Enter percent including decimal

IF ENTRY lt 2.5 or gt 8.5 AND (ne DK or RF) then
goto ERR1_NEWMRRT

ELSE goto FIXEDRTE


03F

FIXEDRTE

FIXEDRTE

Is this a fixed rate (mortgage/lump sum home equity loan)?

1. Yes
2. No

1: Goto PAYINCL

2,DK,RF: Goto PAYTYPE


03F

PAYTYPE

PAYTYPE

? [F1]

There are many different kinds of (mortgages/lump sum home equity loans).
Which of these comes closest to (yours/ your household's)?

      
  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

IF FIXEDRTE = 2 AND PAYTYPE = 1 then goto CK_PAYTYPE

ELSEIF 3 is selected then goto PAYTOTHF

ELSE goto PAYINCL


03F

PAYTOTHF

PAYTOTHF

  Specify:

Goto PAYINCL


03F

PAYINCL

PAYINCL

  8    [F1]

On (your/your household's) last payment, which of these things were included?

         
  Read each item on list

        
  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

IF 1 and 2 were not selected then goto CK_PAYINCL

ELSEIF 6 selected then goto PAYOTHF

ELSEIF FIXEDRTE = 1 then goto MRTPMTX

ELSE goto PAYMTX1


03F

PAYOTHF

PAYOTHF

  Specify:

IF FIXEDRTE = 1 then goto MRTPMX

ELSE goto PAYMTX1


03F

MRTPMTX

MRTPMTX

How much is (your/your household's) (mortgage/lump sum home equity loan) payment per month?

1-99999999: IF MRTPMTX gt ORGMRTX then goto CK_MRTPMTX
ELSEIF entry lt 125 or gt 2700 then
goto ERR1_MRTPMTX
ELSEIF any codes 3-6 are selected in PAYINCL
then goto PRININTX
ELSE goto S3FG_END

DK,RF: IF any codes 3-6 are selected in PAYINCL
then goto PRININTX
ELSE goto S3FG_END


03F

PRININTX

PRININTX

How much of that amount was for ^prinint_fill?

0-99999999: IF PRININTX gt MRTPMTX then goto ERR_PRININTX
ELSEIF entry lt 75 or gt 2500 then
goto ERR1_PRININTX
ELSE goto S3FG_END

DK,RF: Goto S3FG_END


03F

PAYMTX1

PAYMTX1

How much was (your/your household's) payment on this (mortgage/lump sum home equity loan) in (reference month)?

0: Goto PAYMTX2

1-99999999,DK,RF: IF entry lt 125 or gt 2700 then goto
ERR1_PAYMTX1
ELSEIF any codes 3-6 selected in PAYINCL
then goto PRNINTX1
ELSE goto PAYMTX2


03F

PRNINTX1

PRNINTX1

How much of that amount was for ^prinint_fill?

0-99999999: IF PRNINTX1 gt PAYMTX1 then goto CK_PRNINTX1
ELSEIF entry lt 75 or gt 2500 then
goto ERR1_PRNINTX1
ELSE goto PAYMTX2

DK,RF: Goto PAYMTX2


03F

PAYMTX2

PAYMTX2

How much was (your/your household's) payment on this (mortgage/lump sum home equity loan) in (month)?

0: Goto PAYMTX3

1-99999999,DK,RF: IF entry lt 125 or gt 2700 then
goto ERR1_PAYMTX2
ELSEIF any codes 3-6 selected in PAYINCL
then goto PRNINTX2
ELSE goto PAYMTX3


03F

PRNINTX2

PRNINTX2

How much of that amount was for ^prinint_fill?

0-99999999: IF PRNINTX2 gt PAYMTX2 then goto ERR_PRNINTX2
ELSEIF entry lt 75 or gt 2500 then
goto ERR1_PRNINTX2
ELSE goto PAYMTX3

DK,RF: Goto PAYMTX3


03F

PAYMTX3

PAYMTX3

How much was (your/your household's) payment on this (mortgage/lump sum home equity loan) in (last month)?

0,DK,RF: Goto S3FG_END

1-99999999: IF entry lt 125 or gt 2700 then goto ERR1_PAYMTX3
ELSEIF any codes 3-6 selected in PAYINCL
then goto PRNINTX3
ELSE goto S3FG_END


03F

PRNINTX3

PRNINTX3

How much of that amount is for ^prinint_fill?

0-99999999: IF PRNINTX3 gt PAYMTX3 then goto CK_PRNINTX3
ELSEIF PRNINTX3 lt 75 or gt 2500 then
goto ERR1_PRNINTX3
ELSE goto S3FG_END

DK,RF: Goto S3FG_END


03F


S3FG_END

** Non Displayed **

Goto ORGMRTX for the next new loan with LOANTYPE = 1 or 2

IF no more new loans with LOANTYPE 1 or 2 AND NUMLCHEL (from 3E) gt 0 then goto Section 3H

ELSE goto Section 3I


03H


AuxPropDesc

** SHOW ONLY **



03H

PAIDLOAN

PAIDLOAN

(I'd like to ask some questions about (your/your CUs) home equity (line/lines) of credit.)

Since the first of (reference month), (have/has) (you/your household) 
made any payments for (your/your household's) (this loan/1st loan/2nd loan/3rd loan/etc.)?

1. Yes
2. No
888. Delete this loan

1: Goto PDAMTX1

2,DK,RF: Goto TOTOWED

888: Goto next loan


03H

PDAMTX1

PDAMTX1

What was the total amount paid in (reference month)?

1-99999999: IF (OWNYB = 100 and PDAMTX1 lt 15 or gt 6000)
OR (OWNYB = 200-400 and PDAMTX1 lt 35 or
gt 35000) then goto ERR1_PDAMTX1
ELSE goto PDAMTX2

0,DK,RF: Goto PDAMTX2


03H

PDAMTX2

PDAMTX2

What was the total amount paid in (month)?

1-99999999: IF (OWNYB = 100 and PDAMTX2 lt 15 or gt 6000)
OR (OWNYB = 200-400 and PDAMTX2 lt 35 or
gt 35000) then goto ERR1_PDAMTX2
ELSE goto PDAMTX3

0,DK,RF: Goto PDAMTX3


03H

PDAMTX3

PDAMTX3

What was the total amount paid in (last month)?

1-99999999: IF (OWNYB = 100 and entry lt 15 or gt 6000)
OR (OWNYB = 200-400 and entry lt 15 or
gt 6000) then goto ERR1_PDAMTX3
ELSE goto TOTOWED

0: IF PDAMTX1 = 0 and PDAMTX2 = 0 then goto CK_PDAMTX3
ELSE goto TOTOWED

DK,RF: Goto TOTOWED


03H

TOTOWED

TOTOWED

^TOTOWED_FILL

0-99999999: IF (OWNYB = 100 and entry lt 165 or gt 104400)
OR (OWNYB = 200-400 and entry lt 2000 or
gt 100000) AND (entry ne 0 )then
goto ERR1_TOTOWED
ELSEIF (entry lt PDAMTX3 AND (PDAMTX3 ne DK and
ne RF)) then goto CK_TOTOWED
ELSE goto S3H_END

DK,RF: Goto S3H_END


03H


S3H_END

** Non Displayed **

Goto PAIDLOAN for next new loan with LOANTYPE = 3 for this
property.

If no more new loans with LOANTYPE = 3 then exit block and
goto Section 3I


03I

MORTSPEC

MORTSPEC

Now I'm going to ask about other ownership costs
for your (property description).

Since the first of (reference month), have (you/you or any members of your household)
paid more than the amount required on any mortgage or 
lump sum home equity loan for this property?

 
1. Yes
2. No

1: Goto SPECIALX

2,DK,RF: Goto GRNDRENT


03I

SPECIALX

SPECIALX

How much EXTRA did (you/your household) pay?

1-99999999: IF lt 8 or gt 14000 then goto ERR1_SPECIALX
ELSE goto SPECLXCM

DK,RF: Goto GRNDRENT


03I

SPECLXCM

SPECLXCM

How much of that amount was paid this month?

0-99999999: IF SPECLXCM lt 5 or gt 1762 then
goto ERR1_SPECLXCM
ELSEIF SPECLXCM gt SPECIALX then goto CK_SPECLXCM
ELSE goto GRNDRENT

DK,RF: Goto GRNDRENT


03I

GRNDRENT

GRNDRENT

(Now I'm going to ask about ownership costs for your (property description)/ )

Since the first of (reference month), (have/has) (you/your household) made any
payments for ground or land rent for (property description)?


1. Yes
2. No

1: Goto GRNDRNTX

2,DK,RF: If PROPTYPE = 1 then goto PAYCONDO
If PROPTYPE = 2 then goto COOPRG3
If PROPTYPE = 3 then goto PAYHOASS


03I

GRNDRNTX

GRNDRNTX

What was the total amount paid?

1-99999999: IF GRNDRNTX lt 45 or gt 2465 then
goto ERR1_GRNDRNTX
ELSE goto GRNDRTCX

DK,RF: IF PROPTYPE = 1 then goto PAYCONDO
If PROPTYPE = 2 then goto COOPRG3
If PROPTYPE = 3 then goto PAYHOASS


03I

GRNDRTCX

GRNDRTCX

How much of that amount was paid this month?

0-99999999: IF GRNDRTCX = 1- 5 or gt 759 the
goto ERR1_GRNDRTCX
ELSEIF GRNDRTCX gt GRNDRNTX then
goto CK_GRNDRTCX
ELSEIF PROPTYPE = 1 then goto PAYCONDO
ELSEIF PROPTYPE = 2 then goto COOPRG3
ELSE goto PAYHOASS

DK,RF: IF PROPTYPE = 1 then goto PAYCONDO
IF PROPTYPE = 2 then goto COOPRG3
IF PROPTYPE = 3 then goto PAYHOASS


03I

PAYHOASS

PAYHOASS

(Do/Does) (you/your household) make regular payments to
a homeowner's association?

  

1. Yes
2. No

1: Goto HORCORG

2,DK,RF: Goto SPCLPAY2


03I

PAYCONDO

PAYCONDO

(Are/Is) (you/your household) required to make regular payments 
of condominium fees for general maintenance or management services?

   

1. Yes
2. No

1: Goto HORCORG

2,DK,RF: Goto SPCLPAY2


03I

COOPRG3

COOPRG3

  8    ? [F1]

Now I'd like to ask you about payments (you/your household) (make/makes) directly to the cooperative for (your/your household's) share of its costs.    
Since the first of (reference month), have (you/you or any members of your household)
made any payments for any of the following things -   

         
  Read each item on the list
          
  Enter all that apply, separate with commas
          
  Enter 12 for no payments made


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
12. No payments made
77. Don't know

12,RF: Goto SPCLPAY1

1-11,77: IF 11 selected then goto CORGOTH
ELSE goto MGOTHERX


03I

CORGOTH

CORGOTH

   Specify:

Goto MGOTHERX


03I

HORCORG

HORCORG

  9   ? [F1]

Which of the following services and privileges were included in 
those payments?
  
      
  Read each item on the list.
           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 Services
9. Medical Services
10. Trash collection
11. Other
77. Don't Know

1-11,77: IF 11 selected then goto HORGOTH
ELSEIF there is at least one loan of LOANTYPE =
1 on this property then goto MGOTHER
ELSE goto MGOTHERX

RF: Goto SPCLPAY2


03I

HORGOTH

HORGOTH

   Specify:

IF at least one loan of LOANTYPE = 1 for this property then
goto MGOTHER

ELSE goto MGOTHERX


03I

MGOTHER

MGOTHER

Since the first of (reference month), have you made ANY regular payments for 
these services?


1. Yes
2. No

1,DK,RF: Goto MGOTHERX

2: IF PROPTYPE = 2 then goto SPCLPAY1
ELSE goto SPCLPAY2


03I

MGOTHERX

MGOTHERX

Since the first of (reference month), how much (have/has) (you/your household) paid for these services?

1-99999999: IF OWNYB = 100 and MGOTHERX lt 10 or gt 2100
then goto ERR1_MGOTHERX
ELSEIF OWNYB = 200-400 and MGOTHERX lt 5 or
gt 2610 then goto ERR1_MGOTHERX
ELSE goto MGOTHRCX

0,DK,RF: IF PROPTYPE = 2 then goto SPCLPAY1
ELSE goto SPCLPAY2


03I

MGOTHRCX

MGOTHRCX

How much of that amount was paid this month?

0-99999999: IF OWNYB = DK or RF and MGOTHRCX = 1-5 or gt
11000 then goto ERR1_MGOTHRCX
ELSEIF OWNYB = 100 and MGOTHRCX = 1-5 or gt
870 then goto ERR1_MGOTHRCX
ELSEIF OWNYB = 200-400 and MGOTHRCX = 1-5
or gt 635 then goto ERR1_MGOTHRCX
ELSEIF MGOTHRCX gt MGOTHERX then
goto CK_MGOTHRCX
ELSEIF PROPTYPE = 2 then goto SPCLPAY1
ELSE goto SPCLPAY2

DK,RF: IF PROPTYPE = 2 then goto SPCLPAY1
ELSE goto SPCLPAY2


03I

SPCLPAY1

SPCLPAY1

  8    ? [F1]

 (Have/Has) (you/your household) made any SPECIAL payments to
a management service?


1. Yes
2. No

1: Goto COOPSP3

2,DK,RF: Goto ASSESSMT


03I

SPCLPAY2

SPCLPAY2

  9   ? [F1]

(Have/Has) (you/your household) made any SPECIAL payments to a management service?

 

1. Yes
2. No

1: Goto HOCOSP3

2,DK,RF: Goto ASSESSMT


03I

COOPSP3

COOPSP3

    8    ? [F1]    

Since the first of (reference month), what services were provided?  

      
  Enter all that apply, separate with commas

1. Rapyment of loans owed by the cooperative
2. Property taxes
3. Property insurance
4. Management
5. Repairs or mantainence, including lawn care or snow removal
6. Improvements
7. Recreational including swimming, golf, or tennis facilitieds
8. Security including guards or alarm systems
9. Utilities such as gas, electricity, water, heat
10. Trash collection
11. Other
77. Don't Know

IF 11 is selected then goto COSPOTH

ELSE goto SPECLX


03I

COSPOTH

COSPOTH

   Specify:

Goto SPECLX


03I

HOCOSP3

HOCOSP3

 9    ? [F1]

Since the first of (reference month), what services were provided?

   
  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 Services
9. Medical Services
10. Trash collection
11. Other
77. Don't Know

IF 11 is selected then goto HOSPOTH

ELSE goto SPECLX


03I

HOSPOTH

HOSPOTH

   Specify:

Goto SPECLX


03I

SPECLX

SPECLX

Since the first of (reference month), how much were these 
special payments?

1-99999999: IF SPECLX gt 6600 then goto ERR1_SPECLX
ELSE goto SPECLCX

DK,RF: Goto ASSESSMT


03I

SPECLCX

SPECLCX

How much of that amount was paid this month?

0-99999999: IF SPECLCX gt 2200 then goto ERR1_SPECLCX
ELSEIF SPECLCX gt SPECLX then goto CK_SPECLCX
ELSE goto ASSESSMT

DK,RF: Goto ASSESSMT


03I

ASSESSMT

ASSESSMT

Since the first of (reference month) (have/has) (you/your household) paid any special assessments to a local government for construction or repair of roads, sidewalks, or other things like that?

1. Yes
2. No

1: Goto ASSESSX

2,DK,RF: IF OWNYB = 100 then goto RNTEQVX
ELSEIFIF OWNYB = 300 then goto VAC_OCCQ
ELSE goto S3I_END


03I

ASSESSX

ASSESSX

What was the total amount paid?

1-99999999: IF ASSESSX lt 6 or gt 77000 then
goto ERR1_ASSESSX
ELSE goto ASSESSCX

DK,RF: IF OWNYB = 100 then goto RNTEQVX
ELSEIF OWNYB = 300 then goto VAC_OCCQ
ELSE goto S3I_END


03I

ASSESSCX

ASSESSCX

How much of that amount was paid this month?

0-99999999: IF ASSESSCX gt 2058 then goto ERR1_ASSESSCX
ELSEIF ASSESSCX gt ASSESSX then goto CK_ASSESSCX
ELSEIF OWNYB = 100 then goto RNTEQVX
ELSEIF OWNYB = 300 then goto VAC_OCCQ
ELSE goto S3I_END

DK,RF: IF OWNYB = 100 then goto RNTEQVX
ELSEIF OWNYB = 300 then goto VAC_OCCQ
ELSE goto S3I_END


03I

VAC_OCCQ

VAC_OCCQ

Since the first of (reference month), how much time did you occupy this (timeshare/property)?

       
  Enter quantity and select period on next screen.

0,DK,RF: IF TIMESHAR (from 3B) = 2, DK or RF then
goto VAC_SEC
ELSEIF TIMESHAR (from 3B) = 1 then goto TIME_RNT
ELSE goto S3I_END

1-150: Goto VAC_OCCY


03I

VAC_OCCY

VAC_OCCY

  Enter time period.


1. Days
2. Weeks
3. Months
4. Percent
5. Other, specify

1-4,DK,RF: IF TIMESHAR (from 3B) = 2, DK or RF then
goto VAC_SEC
ELSEIF TIMESHAR (from 3B) = 1 then goto TIME_RNT
ELSE goto S3I_END

5: Goto VAC_OTH


03I

VAC_OTH

VAC_OTH

  Specify:

IF TIMESHAR (from 3B) = 2, DK or RF then goto VAC_SEC

ELSEIF TIMESHAR (from 3B) = 1 then goto TIME_RNT

ELSE goto S3I_END


03I

VAC_SEC

VAC_SEC

Since the first of (reference month), was this property either rented by someone outside your household or available to be rented?


1. Yes
2. No

1: Goto VAC_RNTQ

2,DK,RF: Goto RNTEQVX


03I

VAC_RNTQ

VAC_RNTQ

Since the first of (reference month), how much time was this property rented by someone outside your household?

           
  Enter quantity and select period on next screen.

0,DK,RF: Goto VAC_AVAQ

1-150: Goto VAC_RNTY


03I

VAC_RNTY

VAC_RNTY

  Enter time period.


1. Days
2. Weeks
3. Months
4. Percent
5. Other, specify

1-4,DK,RF: Goto VAC_AVAQ

5: Goto VAC_ROTH


03I

VAC_ROTH

VAC_ROTH

  Specify:

Goto VAC_AVAQ


03I

VAC_AVAQ

VAC_AVAQ

Since the first of  (reference month), how much time was this property available to be rented, but not rented out?

               
  Enter quantity and select period on next screen.

0,DK,RF: IF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END

1-150: Goto VAC_AVAY


03I

VAC_AVAY

VAC_AVAY

  Specify

1. Days
2. Weeks
3. Months
4. Percent
5. Other, specify

1-4: IF (VAC_RNTY = VAC_AVAY) AND (VAC_RNTQ not equal DK and
not equal RF) AND (VAC_AVAQ not equal DK and not
equal RF) AND
[ (VAC_RNTY = 1 and ((VAC_RNTQ + VAC_AVAQ) gt total
number of days from the 1st of the reference
month and today)) OR
(VAC_RNTY = 2 and ((VAC_RNTQ + VAC_AVAQ) gt total
number of weeks from the 1st of the reference
month and today)) OR
(VAC_RNTY = 3 and ((VAC_RNTQ + VAC_AVAQ) gt 3) ) OR
(VAC_RNTY = 4 and ((VAC_RNTQ + VAC_AVAQ) gt 100)) ]
Then goto CK_RNTQ_AVAQ
ELSEIF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END

DK,RF: IF OWNYB = 300 then goto RNTEQV2X
ELSE goto S3I_END

5: Goto VAC_AOTH


03I

VACAOTH

VACAOTH

  Specify

IF OWNYB = 300 then goto RNTEQV2X

ELSE goto S3I_END


03I

RNTEQV2X

RNTEQV2X

If someone were to rent this home today, how much do you think it would rent for?

IF (RNTEQV2X lt 200 or gt 800) AND (ne DK and ne RF) then
goto ERR1_RNTEQV2X

ELSE goto RENTPERD


03I

RENTPERD

RENTPERD

   Ask if not already stated.

What period of time does this rental amount cover?


1. Week
2. Month
3. Quarter
4. Other specify

1-3,DK,RF: Goto RENTUTIL

4: Goto RNPEROTH


03I

RNPEROTH

RNPEROTH

  Specify:

Goto RENTUTIL


03I

RENTUTIL

RENTUTIL

Does this amount include utilities?  


1. Yes
2. No

Goto PROPVALX


03I

RNTEQVX

RNTEQVX

If someone were to rent this (including part of the property currently being used for business, farming, or rented/home today) how much do you think it 
would rent for monthly, unfurnished and without utilities?

1-999999: IF (OWNYB = 100 and RNTEQVX lt 300 or gt 3000) OR
(OWNYB = 200 and RNTEQVX lt 200 or gt 4000) OR
(OWNYB = 300 and RNTEQVX lt 200 or gt 8000)
then goto ERR1_RNTEQVX
ELSEIF OWNYB = 100 OR (OWNYB = 300 AND
TIMESHAR (from 3B) = 2, D or R then
goto PROPVALX
ELSE goto S3I_END

DK,RF: IF OWNYB = 100 OR (OWNYB = 300 AND
TIMESHAR (from 3B) = 2, DK or RF then
goto PROPVALX
ELSE goto S3I_END


03I

PROPVALX

PROPVALX

About how much do you think this property would sell for on today's market?

0-99999999: IF OWNYB = 100 and PROPVALX lt 1000 or gt 600000
OR (OWNYB = 300 and PROPVALX lt 3000 or gt
800000) then goto ERR1_PROPVALX
ELSE goto S3I_END

DK,RF: Goto S3I_END


03I

TIME_RNT

TIME_RNT

Since the first of (reference month), did you rent this timeshare to someone outside your household?

1. Yes
2. No

Goto RNTEQV3X


03I

RNTEQV3X

RNTEQV3X

If you were to rent this timeshare today to someone else, instead of using it yourself, how much would it rent for weekly?

1-99999: IF OWNYB = 300 and RNTEQV3X lt 200 or gt 8000
then goto ERR1_RNTEQV3X
ELSE goto PRPVAL2X

DK,RF: Goto PRPVAL2X


03I

PRPVAL2X

PRPVAL2X

If you were able to sell this timeshare, about how much do you think it would sell for on today's market?

0-99999999: IF OWNYB = 300 and PRPVL2X lt 3000 or gt
800000 then goto ERR1_PRPVL2X
ELSE goto S3I_END

DK,RF: Goto S3I_END


03I


S3I_END

** Non Displayed **

Goto Section 3B for the next new property.

If no other new properties then exit block and goto S3_END




S3_END

** Not Displayed **

Goto S3RECRD


03

S3RECRD

S3RECRD

  Were records used to answer the questions in section 3?

1. Yes
2. No

1: Goto S3TPRC

2: If OWNED = 1 then goto ANYRENT
ELSEIF (PURPROP = 2, DK, RF) OR ( ONLY 2 entered in
PCODE and there is no new sample unit and there are no
previously reported active properties ) then goto
ANYRENT

ELSE exit section 3 block and goto Section 4 - BSECTION4


03

S3TPRC

S3TPRC

        What types of bills, receipts, or records did the respondent(s) use?

        Enter all that apply, separate with commas.             

                  
1. Bills/Statements
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Paystub
8. Other - specify

1-7: If OWNED = 1 then goto ANYRENT
ELSEIF (PURPROP = 2, DK, RF) OR ( ONLY 2 entered in
PCODE and there is no new sample unit and there are no
previously reported active properties ) then goto
ANYRENT

ELSE exit section 3 block and goto Section 4 - BSECTION4

8: Goto S3TPRCS


03

S3TPRCS

S3TPRCS

  Specify

IF OWNED = 1 then goto ANYRENT
ELSEIF (PURPROP = 2, DK, RF) OR ( ONLY 2 entered in
PCODE and there is no new sample unit and there are no
previously reported active properties ) then goto
ANYRENT

ELSE exit section 3 block and goto Section 4 - BSECTION4


03


S3FRCD

** Not Displayed **



03


S3DATE

** Not Displayed **



03

ANYRENT

ANYRENT

Since the first of (reference month) have (you/you or any members of your household) rented any houses, apartments, or
temporary living quarters NOT used entirely for business or vacation?  

    
 Do NOT include college or university regulated housing.
      

1. Yes
2. No

1: Goto SECT02B.RENTX1

2,DK,RF: Exit block and goto Section 4


Description

RENTDESC

** SHOW ONLY **



02

RENTX1

RENTX1

What was your total rental payment for (reference month) for this unit?  
Include any extra charges for garage or parking facilities, but do not
include direct payments by local, state or federal agencies.

0-9999999: IF RENTX1 gt 3000 then goto ERR1_RENTX1
ELSE goto RENTX2

DK,RF: Goto RENTX2


02

RENTX2

RENTX2

What was the total rental payment for (month) for this unit?

0-9999999: IF RENTX2 gt 3000 then goto ERR1_RENTX2
ELSE goto RENTX3

DK,RF: Goto RENTX3


02

RENTX3

RENTX3

What was your total rental payment for (last month) for this unit? 

0-9999999: IF RENTX3 gt 3000 then goto ERR1_RENTX3
ELSE goto RTELECT

DK,RF: Goto RTELECT


02

RTELECT

RTELECT

 6

Does the rental payment include the cost of -
          
     . . . Electricity? 


1. Yes
2. No

Goto RTGAS


02

RTGAS

RTGAS

 6

  
  Repeat if necessary

Does the rental payment include the cost of -

          . . . . Gas?    


1. Yes
2. No

Goto RTWATER


02

RTWATER

RTWATER

 6

  
  Repeat if necessary

Does the rental payment include the cost of -

          . . . Piped in water?    


1. Yes
2. No

Goto RTHEAT


02

RTHEAT

RTHEAT

 6

  
  Repeat if necessary

Does the rental payment include the cost of -

         . . . . Heating?     


1. Yes
2. No

Goto RTTRASH


02

RTTRASH

RTTRASH

 6

  
  Repeat if necessary

Does the rental payment include the cost of - 

        . . . Trash/garbage collection?     


1. Yes
2. No

Goto RTPARK


02

RTPARK

RTPARK

 6

  
  Repeat if necessary

Does the rental payment include the cost of - 

      . . . Garage and parking facilities?     


1. Yes
2. No

Goto RTTELEPH


02

RTTELEPH

RTTELEPH

 6

  Repeat if necessary
Does the rental payment include the cost of -

      . . . Telephone services?


1. Yes
2. No

Goto RTTVCABL


02B

RTTVCABL

RTTVCABL

 6

  Repeat if necessary  
Does the rental payment include the cost of -

   . . . Television services?


1. Yes
2. No

Goto RTINTRNT


02B

RTINTRNT

RTINTRNT

 6

  Repeat if necessary
Does the rental payment include the cost of -

   . . . Internet services?


1. Yes
2. No

Goto RTFUNSH


02B

RTFUNSH

RTFUNSH

 6

 Repeat if necessary
Does the rental payment include the cost of -

   . . . Furniture?


1. Yes
2. No

Goto RTASPAY


02B

RTASPAY

RTASPAY

Did (you/you or any members of your household) receive any reduced or free rent for 
this unit as a form of pay since the first of (reference month)?


1. Yes
2. No

1: Goto RTCOMPX

2,DK,RF: IF BCeintro.BUSCREEN ne 2 then goto RTBSNS
ELSEIF BCeintro.BUSCREEN = 2 AND (PSU = 06001,
06013, 06037, 06041, 06059, 06065, 06071, 06081,
06073, 06075, 06087, 06097, 11001, 24021, 24043,
34003, 34013, 34017, 34023, 34027, 34031, 34037,
36005, 36047, 36059, 36061, 36081, 36085, 36087,
36103, 36119) then goto RENTCONT

ELSE goto MORERNT


02B

RTCOMPX

RTCOMPX

What is the current monthly rental charge to another tenant for a similar unit?

0-999999: IF RTCOMPX lt 100 or gt 1550 then goto
ERR1_RTCOMPX
ELSE goto REGRNTX

DK,RF: Goto REGRNTX


02B

REGRNTX

REGRNTX

What is your regular rental payment?

0-999999: IF REGRNTX gt 1463 then goto ERR1_REGRNTX
ELSEIF BCeintro.BUSCREEN ne 2 then goto RTBSNS
ELSEIF BCeintro.BUSCREEN = 2 AND (PSU = 06001,
06013, 06037, 06041, 06059, 06065, 06071, 06081,
06073, 06075, 06087, 06097, 11001, 24021, 24043,
34003, 34013, 34017, 34023, 34027, 34031, 34037,
36005, 36047, 36059, 36061, 36081, 36085, 36087,
36103, 36119) then goto RENTCONT
ELSE goto MORERNT

DK,RF: IF BCeintro.BUSCREEN ne 2 then goto RTBSNS
ELSEIF BCeintro.BUSCREEN = 2 AND (PSU = 06001,
06013, 06037, 06041, 06059, 06065, 06071, 06081,
06073, 06075, 06087, 06097, 11001, 24021, 24043,
34003, 34013, 34017, 34023, 34027, 34031, 34037,
36005, 36047, 36059, 36061, 36081, 36085, 36087,
36103, 36119) then goto RENTCONT
ELSE goto MORERNT


02B

RTBSNS

RTBSNS

Is any portion of this unit used for your own business?


1. Yes
2. No

1: Goto RTBSNSZ

2,DK,RF: IF STLRENT = 2 AND RTASPAY = 2 AND RTBSNS = 2 then
goto CK_RTBSNS
ELSEIF PSU = 06001, 06013, 06037, 06041, 06059, 06065,
06071, 06073, 06075, 06081 06087, 06097,
11001, 24021, 24043, 34003, 34013, 34017,
34023, 34027, 34031, 34037, 36005, 36047,
36059, 36061, 36081, 36085, 36087, 36103,
36119, then goto RENTCONT
ELSE goto MORERNT


02B

RTBSNSZ

RTBSNSZ

 What percent of the rental payment is counted as a business expense?
    
           
  Enter to the nearest whole percent.

1-99,DK,RF: IF PSU = 06001, 06013, 06037, 06041, 06059, 06065,
06071, 06073, 06075, 06081, 06087, 06097,
11001, 24021, 24043, 34003, 34013, 34017,
34023, 34027, 34031, 34037, 36005, 36047,
36059, 36061, 36081, 36085, 36087, 36103,
36119 then goto RENTCONT
ELSE goto MORERNT

100: Goto ERR2_RTBSNSZ


02B

RENTCONT

RENTCONT

Is this unit under rent control? 


1. Yes
2. No

Goto MORERNT


02B

MORERNT

MORERNT

Since the first of (reference month), have (you/you or any members of your household)
rented any other houses, apartments, or temporary living
quarters NOT used entirely for business or vacation?  
     
                
  Do NOT include college or university regulated housing.


1. Yes
2. No

1: Goto RENTX1

2,DK,RF: Goto S2_END


02B


S2_END

** Non Displayed **

Goto S2bRECRD


02b

S2bRECRD

S2bRECRD

  Were records used to answer the questions in section 2?

1. Yes
2. No

1: Goto S2bTPRC

2: Exit block and goto Section 4 - BSECTION4


02b

S2bTPRC

S2bTPRC

        What types of bills, receipts, or records did the respondent(s) use?

        Enter all that apply, separate with commas.             


                  

1. Bills/Statements
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Paystub
8. Other - specify

1-6: Exit block and goto Section 4 - BSECTION4

7: Goto S2bTPRCS


02b

S2bTPRCS

S2bTPRCS

  Specify

Exit block and goto Section 4 - BSECTION4


02


S2bFRCD

** Not Displayed **



02


S2bDATE

** Not Displayed **



04A

S4A_INTRO

S4A_INTRO

10

 Now I am going to ask about utilities including telephone bills.  Please refer to any billing statements or other records you have when answering these questions.  

Please remember to include any bills you receive or pay online or have automatically deducted.  

Report any bill you have received, even if the bill has not been paid.  First, I'll ask you about telephone bills.

  
   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

      


1. Enter 1 to Continue

Goto TELEBILL


04A

TELEBILL

TELEBILL

10    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) received any bills for telephone services, including cellular and Voice Over IP?  Do not include bills for telephones used entirely for business purposes.  


1. Yes
2. No

1: IF any 8500.TELCOMP = 1-20 then goto
TblPhone.BSection4A.PREVCOMP
ELSE goto TblPhone.BSection4A.TELCOMP

2,DK,RF: Goto S4A_END


04A

PREVCOMP

PREVCOMP

What is the name of the company which provides the service?


     Description  Amount1     Amount2    Amount3
     (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1. ^Temprevcomp[1]
2. ^Temprevcomp[2]
3. ^Temprevcomp[3]
4. ^Temprevcomp[4]
5. ^Temprevcomp[5]
6. ^Temprevcomp[6]
7. ^Temprevcomp[7]
8. ^Temprevcomp[8]
9. ^Temprevcomp[9]
10. ^Temprevcomp[10]
11. ^Temprevcomp[11]
12. ^Temprevcomp[12]
13. ^Temprevcomp[13]
14. ^Temprevcomp[14]
15. ^Temprevcomp[15]
16. ^Temprevcomp[16]
17. ^Temprevcomp[17]
18. ^Temprevcomp[18]
19. ^Temprevcomp[19]
20. ^Temprevcomp[20]
55. Company name not listed
888. Delete the line

1-20: IF BCeintro.BUSCREEN = 2 goto TELCHGX1
ELSE goto TELBSNS

55: Goto TELCOMP

888: Goto TELOTH


04A

TELCOMP

TELCOMP

(What is the name of the company which provides the service?/"* Enter company name)

     Description  Amount1     Amount2    Amount3
     (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


  Enter 888 to delete the line

888: Goto TELOTH

All others: IF BCeintro.BUSCREEN = 2 goto TELCHGX1
ELSE goto TELBSNS


04A

TELBSNS

TELBSNS

Will any of the charges be deducted as a business expense?


     Description  Amount1     Amount2    Amount3
     (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)
 
 

1. Yes
2. No

1: Goto TELBSNZ

2,DK,RF: Goto TELCHGX1


04A

TELBSNZ

TELBSNZ

What percentage will be deducted?

  
   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-99,DK,RF: Goto TELCHGX1

100: Goto CK_TELBSNZ


04A

TELCHGX1

TELCHGX1

How much were you billed for in (reference month)?   
Do not include any unpaid charges from a previous billing period.
     
     Description  Amount1     Amount2    Amount3
     (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-999999: IF entry lt 7 or gt 400 then goto ERR1_TELCHGX1
ELSE goto TELCHGX2

0,DK,RF: Goto TELCHGX2


04A

TELCHGX2

TELCHGX2

How much were you billed for in (month)?   
Do not include any unpaid charges from a previous billing period.

 
   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-999999: IF entry lt 7 or gt 400 then goto ERR1_TELCHGX2
ELSE goto TELCHGX3

0,DK,RF: Goto TELCHGX3


04A

TELCHGX3

TELCHGX3

How much were you billed for in (last month)?   
Do not include any unpaid charges from a previous billing period.

    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-999999: IF entry lt 7 or gt 400 then goto ERR1_TELCHGX3
ELSEIF TELCHGX1 = 0 OR TELCHGX2 = 0
then goto BILPERD
ELSE goto TYPETEL

0: Goto BILPERD

DK,RF: IF TELCHGX1 = 0 OR TELCHGX2 = 0 then goto BILPERD
ELSE goto TYPETEL


04A

BILPERD

BILPERD

What is your usual billing period for this service?   


    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)



1. Month
2. 2 months
3. Quarter
4. Annual
5. Other

Goto TYPETEL


04A

TYPETEL

TYPETEL

10    ? [F1]

What types of telephone services did the bill include -

   Read each item on list.  
   Enter all that apply, separate with commas.

 
    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


             

1. Residential Service including Voice over IP?
2. Mobile or Cellular Service including prepaid?

Goto TELTEMP


04A

TELTEMP

TELTEMP

10    ? [F1]

Which of the following telephone service items were included in the bill(s) -

 (* Do not include data plans for mobile phones in 1. Internet access. / )
  Read each item on list.   
  Enter all that apply, separate with commas.


     Description  Amount1     Amount2    Amount3
    (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)



0. None
1. Internet service (including broadband, DSL and dial-up)?
2. Cable or satellite television service?
3. Applications, games, or ringtones?
77. Misc Combined (Unable to specify/ DK)

0: IF 0 only then goto TELOTH
ELSE goto CK_TELTEMP

77: IF 77 only then goto TELOTH
ELSE goto TELBLPRS

1-3: Goto TELBLPRS

DK,RF: Goto TELOTH


4A

TELBLPRS

TELBLPRS

  Is respondent referring to a detailed bill, including online or digital?
    Do not include checkbooks


1. Yes
2. No

1: IF 1 selected in TELTEMP then goto TINTNTX1
ELSEIF 2 selected in TELTEMP then goto TCABLEX1
ELSE goto TAPPGMX1

2: Goto TELOTH


04A

TINTNTX1

TINTNTX1

How much of the (reference month) charges were for internet access?

       (* Do not include data plans for mobile phones./ )

    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-999999: IF TINTNTX1 lt 5 OR gt 60 then goto ERR1_TINTNTX1
ELSEIF TINTNTX1 gt TELCHGX1 then goto CK_TINTNTX1
ELSE goto TINTNTX2

0,DK,RF: Goto TINTNTX2


04A

TINTNTX2

TINTNTX2

How much of the (month) charges were for internet access?

       (* Do not include data plans for mobile phones./ )
     
    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-999999: IF TINTNTX2 lt 5 or gt 60 then goto ERR1_TINTX2
ELSEIF TINTNTX2 gt TELCHGX2 then goto CK_TINTNTX2
ELSE goto TINTNTX3

0,DK,RF: Goto TINTNTX3


04A

TINTNTX3

TINTNTX3

How much of the (last month) charges were for internet access?

       (* Do not include data plans for mobile phones./ )

   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-999999: IF TINTNTX3 lt 5 or gt 60 then goto ERR1_TINTNTX3
ELSEIF TINTNTX3 gt TELCHGX3 then goto CK_TINTNTX3
ELSEIF 2 selected in TELTEMP then goto TCABLEX1
ELSEIF 3 selected in TELTEMP then goto TAPPGMX1
ELSE goto TELOTH

0,DK,RF: IF 2 selected in TELTEMP then goto TCABLEX1
ELSEIF 3 selected in TELTEMP then goto TAPPGMX1
ELSE goto TELOTH


04A

TCABLEX1

TCABLEX1

How much of the (reference month) charges were for cable or satellite television service?

    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-999999: IF TCABLEX1 lt 5 or gt 90 then goto ERR1_TCABLEX1
ELSEIF TCABLEX1 gt TELCHGX1 then goto CK_TCABLEX1
ELSEIF (TCABLEX1 + TINTNTX1) gt TELCHGX1 then
goto CK2_TCABLEX1
ELSE goto TCABLEX2

0,DK,RF: Goto TCABLEX2


04A

TCABLEX2

TCABLEX2

How much of the (month) charges were for cable or satellite television service?

    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-999999: IF TCABLEX2 lt 5 or gt 90 then goto ERR1_TCABLEX2
ELSEIF TCABLEX2 gt TELCHGX2 then goto CK_TCABLEX2
ELSEIF TCABLEX2 + TINTNTX2 gt TELCHGX2 then
goto CK2_TCABLEX2
ELSE goto TCABLEX3

0,DK,RF: Goto TCABLEX3


04A

TCABLEX3

TCABLEX3

How much of the (last month) charges were for cable or satellite television service?

    Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)


1-999999: IF TCABLEX3 lt 5 or gt 90 then goto ERR1_TCABLEX3
ELSEIF TCABLEX3 gt TELCHGX3 then goto CK_TCABLEX3
ELSEIF TCABLEX3 + TINTNTX3 gt TELCHGX3 then
goto CK2_TCABLEX3
ELSEIF 3 selected in TELTEMP then goto TAPPGMX1
ELSE goto TELOTH

0,DK,RF: IF 3 selected in TELTEMP then goto TAPPGMX1
ELSE goto TELOTH


04A

TAPPGMX1

TAPPGMX1

How much of the (reference month) charges were for applications, games, or ringtones?

   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

1-999999: IF TAPPGMX1 gt 30 then goto ERR1_ TAPPGMX1
ELSEIF TAPPGMX1 gt TELCHGX1 then goto CK_TAPPGMX1
ELSEIF TAPPGMX1 + TINTNTX1 gt TELCHGX1 then
goto CK2_TAPPGMX1
ELSEIF TAPPGMX1 + TCABLEX1 gt TELCHGX1 then goto
CK3_ TAPPGMX1
ELSEIF TAPPGMX1 + TCABLEX1 + TINTNTX1 gt
TELCHGX1 then goto CK4_ TAPPGMX1
ELSE goto TAPPGMX2

0,DK,RF: Goto TAPPGMX2


04A

TAPPGMX2

TAPPGMX2

How much of the (month) charges were for applications, games, or ringtones?

   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

1-999999: IF TAPPGMX2 gt 30 then goto ERR1_ TAPPGMX2
ELSEIF TAPPGMX2 gt TELCHGX2 then goto CK_ TAPPGMX2
ELSEIF TAPPGMX2 + TINTNTX2 gt TELCHGX2 then
goto CK2_TAPPGMX2
ELSEIF TAPPGMX2 + TCABLEX2 gt TELCHGX2 then goto
CK3_TAPPGMX2
ELSEIF TAPPGMX2 + TCABLEX2 + TINTNTX2 gt
TELCHGX2 then goto CK4_TAPPGMX2
ELSE goto TAPPGMX3

0,DK,RF: Goto TAPPGMX3


04A

TAPPGMX3

TAPPGMX3

How much of the (last month) charges were for applications, games, or ringtones?

   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

1-999999: IF TAPPGMX3 gt 30 then goto ERR1_TAPPGMX3
ELSEIF TAPPGMX3 gt TELCHGX3 then goto CK_TAPPGMX3
ELSEIF TAPPGMX3 + TINTNTX3 gt TELCHGX3 then goto
CK2_TAPPGMX3
ELSEIF TAPPGMX3 + TCABLEX3 gt TELCHGX3 then goto
CK3_TAPPGMX3
ELSEIF TAPPGMX3 + TCABLEX3 + TINTNTX3 gt
TELCHGX3 then goto CK4_TAPPGMX3
ELSE goto TELOTH

0,DK,RF: Goto TELOTH


04A

TELOTH

TELOTH

Did (you/you or any members of your household) receive any other bills for telephones not
used entirely for business purposes?


   Description  Amount1     Amount2    Amount3
   (TELCOMP)   (TELCHGX1)  (TELCHGX2) (TELCHGX3)

 


1. Yes
2. No

1: IF row number = 20 then goto ERR_MAX
ELSEIF any 8500.TELCOMP = 1-20 then goto PREVCOMP,
next row of the table
ELSE goto TELCOMP, next row of the table

2: IF Answer is changed from a 1 to a 2 then goto CK_TELOTH
ELSE goto S4A_END


04A


S4A_END

** Not Displayed **

Exit block and goto Section 4B - BSection04B


04B

FONCARD

FONCARD

10

Since the first of (reference month), have (you/you or any members of your household) purchased any pre-paid long distance telephone cards/minutes, not already reported?

     
  Do not include prepaid cellular minutes

    
     


1. Yes
2. No

1: Goto FONCARDX

2,DK,RF: Goto S4B_END


04B

FONCARDX

FONCARDX

What was the total amount paid?

1-9999: IF FONCRDX lt 5 or gt 300 then goto ERR1_FONCARDX
ELSE goto FONCRDCX

DK,RF: Goto FONCRDCX


04B

FONCRDCX

FONCRDCX

How much of the total was paid this month?

0-9999: IF FONCRDCX lt 5 or gt 100 then goto ERR1_FONCRDCX
ELSEIF FONCRDCX gt FONCARDX then goto CK_FONCRDCX
ELSE goto S4B_END

DK,RF: Goto S4B_END


04B


S4B_END

** Not Displayed **

Exit block and goto Section 4C - S4C_INTRO


04C

S4C_INTRO

S4C_INTRO

10

Now I am going to ask about cable and satellite TV service, satellite radio service, and internet service expenditures.  If you have any bills for these types of expenditures, please get them out.

 
          Expense    Amount     Month
          (INTSERV)   (INTCHGX) (INTMO)


1. Enter 1 to Continue

Goto TblInterservexpend.BSection04C.UTI_ITEM


04C

UTI_ITEM

UTI_ITEM

10    ? [F1]

Since the first of (reference month) have (you/you or any members of your household) had any expenses for . . . 

    
  Read each item on list.
       
    

1. Cable or satellite TV services, not already reported?
2. Satellite radio services?
3. Internet connection or an internet service provider, not already reported?
4. Internet services away from home such as web cafés or internet kiosks?
99. None/ no more entries
888. Delete the line

1-4: IF ITEM ne Item2Shadow then goto CK_ITEM
ELSE goto INTDESC

99: Goto S4C_END

888: IF no more grid lines then goto S4C_END
ELSE goto UTI_ITEM - next line of table




AUX_SERVICE

** SHOW ONLY **



04C

INTDESC

INTDESC

What was the expense for?

  
          Expense    Amount    Month
          (INTSERV)  (INTCHGX) (INTMO)

Goto INTMO


04C

INTMO

INTMO

In what month was the expense?

   
   Enter 13 for same amount each month of the reference period

             Expense    Amount    Month
          (INTSERV)   (INTCHGX) (INTMO)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. Same amount each month.

REF_MONTH - CUR_MONTH: IF INTMO is not in then reference
period then goto ERR3_INTMO
ELSE goto INTCHGX

13,DK,RF: Goto INTCHGX


04C

INTCHGX

INTCHGX

 (What was your monthly expense?/How much was this expense?)

            Expense     Amount    Month
          (INTSERV)   (INTCHGX) (INTMO)

1-999999: IF (UTI_ITEM = 1 and INTCHGX lt 8 or INTCHGX gt
150) OR
(UTI_ITEM = 2 and INTCHX lt 5 or INTCHGX gt 500) or
(UTI_ITEM = 3 and INTCHGX lt 5 or INTCHGX gt 100) or
(UTI_ITEM = 4 and INTCHGX lt 1 or INTCHGX gt 50)
then goto ERR1_INTCHGX
ELSEIF INTSERV and entry in INTCHGX are equal to any
records data on the pre-chart/input file AND
(that prechart records INTMO does not
equal 13) then goto ERR_DUP
ELSE goto INTCMB_S

DK,RF: Goto INTCMB_S


04C

INTCMB_S

INTCMB_S

   Enter 'C' for combined expenses.

C: Goto INTCMB

EMPTY: Goto INTMORE

IF anything other than a 'C' or 'empty' is entered then
goto CK_C


04C

INTCMB

INTCMB

10    ? [F1]

What was (Description) combined with?

     
  Enter all that apply, separate with commas.


            Expense     Amount    Month
          (INTSERV)   (INTCHGX) (INTMO)

    


1. Cable or satellite TV services
2. Satellite radio services
3. Internet connection or an internet service provider
4. Internet services away from home such as web cafes or internet kiosks

Goto INTMORE


04C

INTMORE

INTMORE

Did you have any other expenses for (Description)?

    
        Expense     Amount    Month
         (INTSERV)   (INTCHGX) (INTMO)


1. Yes
2. No

1: IF row number = 40 then goto ERR_MAX
ELSE goto UTI_ITEM, next row of table

2,DK,RF: Goto UTI_ITEM, next row of table


04C


S4C_END

** Not Displayed **

Goto Section 4D


04D

S4D_INTRO

S4D_INTRO

 11

Now I am going to ask about utility bills.  Please get those out to refer to.

Prop #    Property Description  Company Name Utility  Amount1   Amount2  Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

 
    

1. Enter 1 to Continue

Goto TBLPROPT.Bsection04d.UTC_ITEM


04D

UTC_ITEM

UTC_ITEM

 11   ? [F1]

Since the first of (reference month), have (you/you or any members of your household) 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
2. Natural or utility gas
3. Fuel oil
4. Bottled or tank gas
5. Other fuels including wood
6. Piped-in water and sewerage maintenance
7. Garbage and recycling collection
8. Water softening service
9. Septic tank cleaning
99. None/No more entries
888. Delete the line

1-9: IF ITEM ne Item2Shadow then goto CK_ITEM
ELSE goto WHATPROP

99: Goto S4D_END

888: Goto next row of table


04D


DESCPR_AX

** SHOW ONLY **



04D

WHATPROP

WHATPROP

Which property was the bill for?


1. ^Prop_display[1]
2. ^Prop_display[2]
3. ^Prop_display[3]
4. ^Prop_display[4]
5. ^Prop_display[5]
6. ^Prop_display[6]
7. ^Prop_display[7]
8. ^Prop_display[8]
9. ^Prop_display[9]
10. ^Prop_display[10]
11. ^Prop_display[11]
12. ^Prop_display[12]
13. ^Prop_display[13]
14. ^Prop_display[14]
15. ^Prop_display[15]
16. ^Prop_display[16]
17. ^Prop_display[17]
18. ^Prop_display[18]
19. ^Prop_display[19]
20. ^Prop_display[20]
40. ^Prop_display[40]
41. ^Prop_display[41]
42. Rented vacation Property
43. Property not owned or rented by household

1-20,40: IF entry greater than the number of owned
properties or deleted properties are selected.
(PROPDESC = 888 OR OPB_STAT = 3 from section 3)
then goto CK_WHATPROP
ELSEIF UTC_ITEM = 1-3, 6-7 and no data in any
8500.COMPNAME [1]-[40] then goto COMPNAME
ELSEIF UTC_ITEM = 1-3, 6-7 and any data in
8500.COMPNAME [1]-[40] then goto LASTCOMP
ELSEIF BCeintro.BUSCREEN = 2 goto UTLCHGX1
ELSE goto UTILBUSN

41,42,43,DK,RF: Goto UTLPDESC


04D

UTLPDESC

UTLPDESC

Briefly describe the property.

IF UTC_ITEM = 1-3, 6-7 AND no data in any
8500.COMPNAME [1]-[40] then goto COMPNAME
ELSEIF UTC_ITEM = 1-3, 6-7 and any data in
8500.COMPNAME [1]-[40] then goto LASTCOMP
ELSEIF BCeintro.BUSCREEN = 2 goto UTLCHGX1
ELSE goto UTILBUSN


04D

LASTCOMP

LASTCOMP

What is the name of the company or government agency which provides (Utility description)?

Prop #  Property Description  Company Name  Utility Amount1    Amount2  Amount3
(WHATPROP)(UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2)(UTLCHGX3)



1. ^Comp_display[1]
2. ^Comp_display[2]
3. ^Comp_display[3]
4. ^Comp_display[4]
5. ^Comp_display[5]
6. ^Comp_display[6]
7. ^Comp_display[7]
8. ^Comp_display[8]
9. ^Comp_display[9]
10. ^Comp_display[10]
11. ^Comp_display[11]
12. ^Comp_display[12]
13. ^Comp_display[13]
14. ^Comp_display[14]
15. ^Comp_display[15]
16. ^Comp_display[16]
17. ^Comp_display[17]
18. ^Comp_display[18]
19. ^Comp_display[19]
20. ^Comp_display[20]
55. Company name not listed

1-20: IF BCeintro.BUSCREEN = 2 goto UTLCHGX1
ELSE goto UTILBUSN

55: Goto COMPNAME


04D

COMPNAME

COMPNAME

What is the name of the company or government agency which provides (Utility description)?

Prop #    Property Description  Company Name Utility  Amount1   Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)
 


IF BCeintro.BUSCREEN = 2 goto UTLCHGX1
ELSE goto UTILBUSN


04D

UTILBUSN

UTILBUSN

Will any part of the (Utility Description) charges be deducted as a business expense?

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

      


1. Yes
2. No

Goto UTLCHGX1


04D

UTLCHGX1

UTLCHGX1

How much were you billed for in (reference month)?

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)


1-999999: IF (UTILY = 100 and UTLCHGX1 lt 15 or UTLCHGX1 gt
500)OR
(UTILY = 110 and UTLCHGX1 lt 8 or UTLCHGX1 gt 500)OR
(UTILY = 130 and UTLCHGX1 lt 34 or UTLCHGX1 gt 722) OR
(UTILY = 150 and UTLCHGX1 lt 7 or UTLCHGX1 gt 600) OR
(UTILY = 180 and UTLCHGX1 lt 19 or UTLCHGX1 gt 700) OR
(UTILY = 205 and UTLCHGX1 lt 6 or UTLCHGX1 gt 250) OR
(UTILY = 210 and UTLCHGX1 lt 6 or UTLCHGX1 gt 150) OR
(UTILY = 270 and UTLCHGX1 lt 7 or UTLCHGX1 gt 106) OR
(UTILY = 280 and UTLCHGX1 lt 5 or UTLCHGX1 gt 600)
then goto ERR1_UTLCHGX1
ELSE goto UTILCHGX2

0,DK,RF: Goto UTILCHGX2


04D

UTLCHGX2

UTLCHGX2

How much were you billed for in  (month)?

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)


1-999999: IF (UTILY = 100 and UTLCHGX2 lt 15 or UTLCHGX2 gt
500) or
(UTILY = 110 and UTLCHGX2 lt 8 or UTLCHGX2 gt 500) or
(UTILY = 130 and UTLCHGX2 lt 34 or UTLCHGX2 gt 722) or
(UTILY = 150 and UTLCHGX2 lt 7 or UTLCHGX2 gt 600) or
(UTILY = 180 and UTLCHGX2 lt 19 or UTLCHGX2 gt 700) or
(UTILY = 205 and UTLCHGX2 lt 6 or UTLCHGX2 gt 250) or
(UTILY = 210 and UTLCHGX2 lt 6 or UTLCHGX2 gt 150) or
(UTILY = 270 and UTLCHGX2 lt 7 or UTLCHGX2 gt 106) or
(UTILY = 280 and UTLCHGX2 lt 5 or UTLCHGX2 gt 600)
then goto ERR1_ UTLCHGX2
ELSE goto UTILCHGX3

0,DK,RF: Goto UTILCHGX3


04D

UTLCHGX3

UTLCHGX3

How much were you billed for in  (last month)?

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)


1-999999: IF (UTILY = 100 and UTLCHGX3 lt 15 or UTLCHGX3
gt 500) or
(UTILY = 110 and UTLCHGX3 lt 8 or UTLCHGX3 gt 500) or
(UTILY = 130 and UTLCHGX3 lt 34 or UTLCHGX3 gt 722) or
(UTILY = 150 and UTLCHGX3 lt 7 or UTLCHGX3 gt 600) or
(UTILY = 180 and UTLCHGX3lt 19 or UTLCHGX3 gt 700) or
(UTILY = 205 and UTLCHGX3 lt 6 or UTLCHGX3 gt 250) or
(UTILY = 210 and UTLCHGX3 lt 6 or UTLCHGX3 gt 150) or
(UTILY = 270 and UTLCHGX3 lt 7 or UTLCHGX3 gt 106) or
(UTILY = 280 and UTLCHGX3 lt 5 or UTLCHGX3 gt 600)
then goto ERR1_UTLCHGX3
ELSEIF UTLCHGX1 = 0 OR UTLCHGX2 = 0 then goto BLPERIOD
ELSE goto UTILCMB_S

0: Goto BLPERIOD

DK,RF: Goto UTILCMB_S


04D

BLPERIOD

BLPERIOD

What is your usual billing period for the service?                          
                                       
Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)



1. Month
2. 2 months
3. Quarter
4. Annual
5. Other

1-4,DK,RF: Goto UTILCMB_S

5: Goto BLPEROTH


04D

BLPEROTH

BLPEROTH

   Specify:

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)


Goto UTILCMB_S


04D

UTILCMB_S

UTILCMB_S

  Enter 'C' for a combined expense

C: Goto UTILCMB

EMPTY: Goto MOREBILL

IF anything other than a 'C' or empty is entered then
goto CK_C


04D

UTILCMB

UTILCMB

 11    ? [F1] 

What other utilities, fuels, or services was (Utility Description) combined with?

     
   Enter all that apply, separate with commas.

 
Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP)(UTLPDESC)            (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)


 


1. Electricity
2. Natural or utility gas
3. Fuel oil
4. Bottled or tank gas
5. Other fuels including wood
6. Piped-in water and sewerage maintenance
7. Garbage and recycling collection
8. Water softening service
9. Septic tank cleaning
77. Misc. combined (unable to specify/DK)

Goto MOREBILL


04D

MOREBILL

MOREBILL

Did you receive any other (Utility Description) bills?        

Prop #    Property Description  Company Name Utility  Amount1 Amount2 Amount3
(WHATPROP) (UTLPDESC)          (COMPNAME)   (UTILY)  (UTLCHGX1)(UTLCHGX2) (UTLCHGX3)


 

1. Yes
2. No

1: IF ROW number = 40 then goto ERR_MAX
ELSE goto UTC_ITEM, next row in the table

2,DK,RF: IF ROW number = 40 then goto S4D_END
ELSE goto UTC_ITEM, next row in the table


04D


S4D_END

** Non Displayed **

Exit block and goto S4RECRD


04

S4RECRD

S4RECRD

  Were records used to answer the questions in section 4?

1. Yes
2. No

1: Goto S4TPRC

2: Exit block and goto Section 5 - BSECT5


04

S4TPRC

S4TPRC

        What types of bills, receipts, or records did the respondent(s) use?

        Enter all that apply, separate with commas.             


                  

1. Bills/Statements
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Paystub
8. Other - specify

1-7: Exit block and goto Section 5 - BSECT5

8: Goto S4TPRCS


04

S4TPRCS

S4TPRCS

  Specify

Exit block and goto Section 5 - BSECT5


04


S4FRCD

** Not Displayed **



04


S4DATE

** Not Displayed **



10

S10_INTRO

S10_INTRO

30

Now I am going to ask about expenses for vehicle rentals and leases.
If you have any receipts, statements, lease agreements, or any other relevant records for these types of expenses, please get them out.

   Vehicle number  Vehicle year  Vehicle make/model  Business
   (LSDNUM)        (MODELYR)     (MKMD_SCR)          (ANYBUSIN)


1. Enter 1 to Continue

Goto RLV_ITEM in BSect10L1 Block


10

RLV_ITEM

ITEM

SCREEN 1 ------------------------------------------------------------------------------------
  30    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) rented any automobiles, trucks, vans, minivans, or SUVs, which were not used entirely for business?  Do not include leased vehicles.


SCREEN 2 --------------------------------------------------------------------------
  30    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) rented any other types of vehicles which were not used entirely for business?

 IF YES -  
     
     Did you rent any -

   

1. Automobiles, trucks, vans, minivans, or SUVs
2. Motor homes
3. Trailer-type campers
4. Other attachable-type campers
5. Motorcycles, motor scooters, or mopeds (motorized bicycles)
6. Boats, with motor
7. Boats, without a motor
8. Trailers other than a camper type, such as for a boat or cycle
9. Private aircraft
10. Other vehicles
95. Continue list
99. None/No More Entries
888. Delete the Line

1-10: IF ITEM <> Item2Shadow then goto CK_ITEM
ELSE goto ANYVACAT

95: Goto ITEM - next row

99: IF no vehicles on inventory chart or all vehicles
have 8500.LSD_STAT = 3 then exit block and
goto BLEASE.BROW.ITEM
ELSE exit block and goto the TblInventory block

888: IF no more table rows THEN
if no vehicles on inventory chart or all vehicles
have 8500.LSD_STAT = 3 then exit block and
goto BSECT10L2.BLEASE.BROW.ITEM
else exit block and goto the TBLINVENTORY block
ELSE goto ITEM - next row of table


10


PreFill

** SHOW ONLY **



10

ANYVACAT

ANYVACAT

Was the (description) rented solely for use on a vacation, overnight
trip, or a trip of 75 miles or more one way?


1. Yes
2. No

Goto AMOUNT


10

RENTEXPX

AMOUNT

Since the first of (reference month), not including (current month), what has been your expense for renting this vehicle?

1-99999: IF entry lt 10 or gt 1200 then goto ERR1_AMOUNT
ELSEIF BCeintro.BUSCREEN = 2 then goto MORE
ELSE goto ANYBSNRM

DK,RF: IF BCeintro.BUSCREEN = 2 then goto MORE
ELSE goto ANYBSNRM


10

ANYBSNRM

ANYBSNRM

Were or will any of the rental expenses be deducted as business expenses, reimbursed, or paid by someone outside of the household?


1. Yes
2. No

1: Goto BSNSPCTZ

2,DK,RF: Goto MORE


10

BSNSPCTZ

BSNSPCTZ

What percent of the total expense will this cover?

1-99,DK,RF: Goto MORE

100: Goto ERR2_BSNSPCTZ


10

RENT_MORE

MORE

Did you rent any other (description)? 


1. Yes
2. No

1: IF ROW number = 10 then goto ERR_MAX
ELSE goto RLV_ITEM

2,DK,RF: IF row number = 10 then
IF no vehicles on inventory chart or
all vehicles have 8500.LSD_STAT = 3 then
exit block and goto BLEASE.BROW.ITEM
ELSE exit block and goto TblInventory block
ELSE goto RLV_ITEM


10A


LSDNUM

**  SHOW VARIABLE  **



10


MODELYR

**  SHOW ONLY  **



10


MKMD_SCR

**  SHOW ONLY  **



10


OTHMODEL

**  SHOW VARIABLE  **



10


ANYBUSIN

**  SHOW ONLY  **

1. Yes
2. No



10

LVIHAVE

LVIHAVE

Now I am going to ask about leased vehicles you mentioned previously.

Are you still leasing the  (model year) (vehicle make and model)?

     
   If the vehicle was purchased at the end of the lease, collect the new vehicle in Section 11.


   Vehicle Number  Vehicle Year  Vehicle Make/Model  Business
   (LSDNUM)        (MODELYR)     (MKMD_SCR)         (ANYBUSIN)


1. Yes
2. No

1,DK,RF: Goto S10INV_END

2: Goto LVIENDMO


10

LVIENDMO

LVIENDMO

What month was the lease terminated?

   Vehicle Number  Vehicle Year  Vehicle Make/Model  Business
   (LSDNUM)        (MODELYR)     (MKMD_SCR)         (ANYBUSIN)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto TERMFEE


10

TERMFEE

TERMFEE

? [F1]

Were any fees incurred at the termination of the lease?

   Vehicle Number  Vehicle Year  Vehicle Make/Model  Business
   (LSDNUM)        (MODELYR)     (MKMD_SCR)         (ANYBUSIN)



1. Yes
2. No

1: Goto TERMFEEX

2,DK,RF: Goto S10INV_END


10

TERMFEEX

TERMFEEX

How much?

   Vehicle Number  Vehicle Year  Vehicle Make/Model  Business
   (LSDNUM)        (MODELYR)     (MKMD_SCR)         (ANYBUSIN)

1-99999: IF entry lt 25 or gt 7000 then goto ERR1_TERMFEEX
ELSE goto S10INV_END

DK,RF: Goto S10INV_END


10


S10INV_END

** Not Displayed **

IF no more vehicles on the inventory table then exit block and
goto the BSECT10L2 Block

ELSE goto LVIHAVE for next appropriate vehicle on the
inventory table


10

LSD_ITEM

ITEM

Since the first of (reference month), have (you/you or any members of your household) (made any lease payments or/ ) begun leasing any automobiles, trucks, vans, minivans, or SUVs not used entirely for business?


1. Automobiles, trucks, vans, minivans, or SUVs
99. None/No more entries
888. Delete the line

1: Goto MODELYR

99: Goto S10_END

888: IF no more rows then goto S10_END
ELSE goto ITEM - next row of the table


10


LSDNUM

** SHOW/OUT Field **



10


DESCRIPTION

** SHOW OWNLY **



10

MODELYR

MODELYR

      Ask if necessary

What is the model year of the vehicle?

1900-current year + 1: IF MODELYR gt (current year + 1)
then goto CK_MODELYR
ELSE goto MKMD_SCR

DK,RF: Goto MKMD_SCR


10

MKMD_SCR

MKMD_SCR

What is the make and model of this vehicle?

  
  If vehicle make and model is not  found, key X

X: Goto OTHMODEL

30 characters besides X, DK, RF: IF BCeintro.BUSCREEN = 2
Then goto NUMPAY
ELSE goto ANYBUSIN


10

OTHMODEL

OTHMODEL

  Specify other make and model

IF BCeintro.BUSCREEN = 2 then goto NUMPAY
ELSE goto ANYBUSIN


10

ANYBUSIN

ANYBUSIN

Is it used for business?


1. Yes
2. No

1: Goto PRCBSNSZ

2,DK,RF: Goto NUMPAY


10

PRCBSNSZ

PRCBSNSZ

What percentage of the mileage is counted as a business expense?

1-99,DK,RF: Goto NUMPAY

100: Goto ERR2_PRCBSNSZ


10

NUMPAY

NUMPAY

What was the number of payments contracted for?

1-999: IF entry lt 12 or gt 60 then goto ERR1_NUMPAY
ELSE goto PMTMONTH

DK,RF: Goto PMTMONTH


10

PMTMONTH

PMTMONTH

In what month was or will the first payment be made?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto PMTYEAR


10

PMTYEAR

PMTYEAR

In what year was or will the first payment be made?

Goto PAYEXPX


10

PAYEXPX

PAYEXPX

(What is your monthly payment amount?/What is the amount of each payment?)

IF NUMPAY ge 12 AND entry lt 158 or gt 700 then
goto ERR1_PAYEXPX

ELSEIF NUMPAY lt 12 then goto PAYTIME

ELSE goto ANYEXTRA


10

PAYTIME

PAYTIME

What period is covered by each payment?  


1. Week
2. 2 Weeks
3. Month
4. Quarter
5. Semiannually
6. Annually
7. One time payment
8. Other

1: IF PAYEXPX lt 40 or gt 189 then goto ERR1_PAYTIME
ELSE goto ANYEXTRA

2: IF PAYEXPX lt 79 or gt 377 then goto ERR1_PAYTIME
ELSE goto ANYEXTRA

3: IF PAYEXPX lt 158 or gt 700 then goto ERR1_PAYTIME
ELSE goto ANYEXTRA

4: IF PAYEXPX lt 474 or gt 2262 then goto ERR1_PAYTIME
ELSE goto ANYEXTRA

5: IF PAYEXPX lt 948 or gt 4524 then goto ERR1_PAYTIME
ELSE goto ANYEXTRA

6: IF PAYEXPX lt 1500 or gt 9000 then goto ERR1_PAYTIME
ELSE goto ANYEXTRA

7: IF PAYEXPX lt 5000 or gt 10000 then goto ERR1_PAYTIME
ELSE goto ANYEXTRA

8: IF PAYEXPX lt 5 or gt 9000 then goto ERR1_PAYTIME
ELSE goto PAYOTH

DK,RF: IF PAYEXPX lt 5 or gt 9000 then goto ERR1_PAYTIME
ELSE goto ANYEXTRA


10

PAYOTH

PAYOTH

  Specify:

Goto ANYEXTRA


10

ANYEXTRA

ANYEXTRA

Does the payment include any charges other than the lease amount such as auto insurance or maintenance?

1. Yes
2. No

1: Goto EXTRAEXP

2,DK,RF: Goto ANYEMPLY


10

EXTRAEXP

EXTRAEXP

How much of the payment is for these extra charges?

1-99999: IF EXTRAEXP gt PAYEXPX then goto CK_EXTRA
ELSEIF (PAYTIME = 1 and EXTRAEXP lt 5 or gt 100) OR
(PAYTIME = 2 and EXTRAEXP lt 5 or gt 200) OR
(PAYTIME = 3 and EXTRAEXP lt 5 or gt 400) OR
(PAYTIME = 4 and EXTRAEXP lt 5 or gt 1200) OR
(PAYTIME = 5 and EXTRAEXP lt 5 or gt 2400) OR
(PAYTIME = 6 and EXTRAEXP lt 5 or gt 4800) OR
(PAYTIME = 7 and EXTRAEXP lt 5 or gt 3000) OR
(PAYTIME = 8 and EXTRAEXP lt 5 or gt 3000) OR
(PAYTIME = DK or RF and EXTRAEXP lt 5 or gt 3000)
then goto ERR1_EXTRAEXP
ELSE goto ANYEMPLY

DK,RF: Goto ANYEMPLY


10

ANYEMPLY

ANYEMPLY

Is any of the ($ (amount in PAYEXPX) ) lease payment paid by an employer?

1. Yes
2. No

1: Goto EMPLYEXP

2,DK,RF: Goto ANYTRADE


10

EMPLYEXP

EMPLYEXP

How much?

1-99999: IF lt 5 or gt 525 then goto ERR1_EMPLYEXP
ELSEIF EMPLYEXP gt PAYEXPX then goto CK_EMPLYEXP
ELSE goto ANYTRADE

DK,RF: Goto ANYTRADE


10

ANYTRADE

ANYTRADE

Was a trade-in allowance received?

1. Yes
2. No

1: Goto TRADEEXP

2,DK,RF: Goto ANYDOWN


10

TRADEEXP

TRADEEXP

How much?

1-999999: IF entry lt 400 or gt 26000 then goto ERR1_TRADEEXP
ELSE goto ANYDOWN

DK,RF: Goto ANYDOWN


10

ANYDOWN

ANYDOWN

Was a cash down payment made?

  
  Read if necessary -

     Your lease agreement may list this as a capitalized cost reduction.


1. Yes
2. No

1: Goto DOWNEXP

2,DK,RF: Goto ANYHAVE


10

DOWNEXP

DOWNEXP

How much?

1-999999: IF lt 262 or gt 10000 then goto ERR1_DOWNEXP
ELSE goto ANYDNEMP

DK,RF: Goto ANYDNEMP


10

ANYDNEMP

ANYDNEMP

Was any portion of the cash down payment paid by an employer?


1. Yes
2. No

1: Goto DNEMPEXP

2,DK,RF: Goto ANYHAVE


10

DNEMPEXP

DNEMPEXP

How much?

1-999999: IF lt 5 or gt 2500 then goto ERR1_DNEMPEXP
ELSEIF DNEMPEXP gt DOWNEXP then goto CK_DNEMPEXP
ELSE goto ANYHAVE

DK,RF: Goto ANYHAVE


10

ANYHAVE

ANYHAVE

Are you still leasing this vehicle?

     
  If the vehicle was purchased at the end of the lease, collect the new vehicle in Section 11.

1. Yes
2. No

1,DK,RF: Goto MORE

2: Goto LSDENDMO


10

LSDENDMO

LSDENDMO

In what month was the lease terminated?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto LSDENDYR


10

LSDENDYR

LSDENDYR

In what year was the lease terminated?

Goto ANYFEES


10

ANYFEES

ANYFEES

? [F1]

Were any fees incurred at the termination of the lease?


1. Yes
2. No

1: Goto FEESEXP

2,DK,RF: Goto ANYOTH


10

FEESEXP

FEESEXP

How much?

1-999999: IF lt 50 or gt 3000 then goto ERR1_FEESEXP
ELSE goto MORE

DK,RF: Goto MORE


10

ANYOTH

MORE

Did you lease any other automobiles, trucks, vans, minivans, or SUVs?

1. Yes
2. No

1: IF ROW number = 6 then goto ERR_MAX
ELSE goto ITEM, next row

2,DK,RF: Exit block and goto S10_END


10


S10_END

** Non Displayed **

Goto S10RECRD


10

S10RECRD

S10RECRD

  Were records used to answer the questions in section 10?

1. Yes
2. No

1: Goto S11TPRC

2: Exit block and goto Section 11 - BSECT11


10

S10TPRC

S10TPRC

        What types of bills, receipts, or records did the respondent(s) use?

        Enter all that apply, separate with commas.             


                  

1. Bills/Statements
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Paystub
8. Other - specify

1-7: Exit block and goto Section 11 - BSECT11

8: Goto S10TPRCS


10

S10TPRCS

S10TPRCS

  Specify

Exit block and goto Section 11 - BSECT11


10


S10FRCD

** Not Displayed **



10


S10DATE

** Not Displayed **



11

S11_INTRO

S11_INTRO

30

Now I'm going to ask about owned vehicles.
If you have any purchase agreements, loan statements, or any other relevant records, please get those out.

          ^S11_prechart

1. Enter 1 to Continue

IF there are vehicles on the chart with 8500.OVB_STAT ne 3
then goto TBLInv.Binv.OVAHAVE

ELSE goto BVehicle.Brow.ITEM


11


VEHICIB

** SHOW VARIABLE **



11


VEHICYR

** SHOW Variable **



11


OWNMAKEMODEL

** SHOW ONLY **



11


VEHBSNS

** SHOW ONLY **



11

OVAHAVE

OVAHAVE

(Do/Does) (you/your household) still have the (Car Description)?

        ^S11_prechart


1. Yes
2. No

1,DK,RF: Goto OVAHAVE for next appropriate vehicle on
chart, if no more vehicles exit block and
goto ITEM

2: Goto BDisposed.VEHDISP


11

VEHDISP

VEHDISP

How did you dispose of the (Car description)?


1. Sold
2. Traded in
3. Given away or donated to someone outside the household, including students away at school
4. Totaled (damaged beyond repair)
5. Stolen
6. Other

1-5,DK,RF: Goto VDISPMO

6: Goto DISPOTHV


11

DISPOTHV

DISPOTHV

  Specify:

Goto VDISPMO


11

VDISPMO

VDISPMO

In what month was it (sold/traded in/given away to someone outside the CU/damaged beyond repair/stolen/disposed of)?


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

IF not in reference period then goto ERR3_VDISPMO
ELSEIF VEHDISP = 1 then goto SALEX
ELSEIF VEHDISP = 2, 3, 6, DK or RF then goto LOANSTAT
ELSEIF VEHDISP = 4 or 5 then goto REIMBURS


11

SALEX

SALEX

How much did you sell it for?

1-999999: IF (VEHICYB = 100 and SALEX lt 5 or gt 17400) or
(VEHICYB = 105 and SALEX lt 5 or gt 17400) or
(VEHICYB = 110 and SALEX lt 5 or gt 17400) or
(VEHICYB = 120 and SALEX lt 35 or gt 23000) or
(VEHICYB = 130 and SALEX lt 35 or gt 23000) or
(VEHICYB = 140 and SALEX lt 35 or gt 23000) or
(VEHICYB = 150 and SALEX lt 35 or gt 23000) or
(VEHICYB = 160 and SALEX lt 35 or gt 23000) or
(VEHICYB = 170 and SALEX lt 35 or gt 23000) or
(VEHICYB = 180 and SALEX lt 35 or gt 23000) or
(VEHICYB = 190 and SALEX lt 35 or gt 23000) or
(VEHICYB = 200 and SALEX lt 35 or gt 23000)
then goto ERR1_SALEX
ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT


11

REIMBURS

REIMBURS

Were you reimbursed for the value of the (Car description)?


1. Yes
2. No

1: Goto REIMBURX

2,DK,RF: Goto EXREIMB


11

REIMBURX

REIMBURX

How much did you receive?

1-999999: IF lt 20 or gt 23742 then goto ERR1_REIMBURX
ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT


11

EXREIMB

EXREIMB

Do you expect to be reimbursed for the value of the (Car description)?


1. Yes
2. No

1: Goto EXREIMBX

2,DK,RF: Goto LOANSTAT


11

EXREIMBX

EXREIMBX

How much will you receive?

1-999999: IF lt 300 or gt 9000 then goto ERR1_EXREIMBX
ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT


11

LOANSTAT

LOANSTAT

Were there any outstanding loans on the (Car description) when it was (sold/traded in/given away to someone outside the CU/damaged beyond repair/stolen/disposed of)?


1. Yes
2. No

1: Goto FINPAYMT

2,DK,RF: IF no more vehicles, exit block and goto ITEM
ELSE goto OVAHAVE next line on grid


11

FINPAYMT

FINPAYMT

Were any final payments made on the loan?


1. Yes
2. No

1: Goto FINPAYMX

2,DK,RF: IF no more vehicles, exit block and goto ITEM
ELSE goto OVAHAVE next line on grid


11

FINPAYMX

FINPAYMX

How much was the final payment?

1-999999: IF lt 384 or gt 26500 then goto ERR1_FINPAYMX
ELSEIF no more vehicles, exit block and goto ITEM
ELSE goto OVAHAVE next line on grid

DK,RF: IF no more vehicles, exit block and goto ITEM
ELSE goto OVAHAVE, next line on grid


11

OVB_ITEM

ITEM

30    ? [F1]

SCREEN 1A -----------------------------------------------------------------------------------

(Since the first of (REF_MONTH), (have/has) (you/your household) purchased or acquired any vehicle that is not used entirely for business? Include th

   
IF YES - What kind of vehicle was it?



SCREEN 1B ----------------------------------------------------------------------------

(Do/Does) (you/your household) own any automobiles, trucks, minivans, vans or SUV's which were not used entirely for business?



SCREEN 2 ------------------------------------------------------------------------------------

(Do/Does) (you/your household) own any other types of vehicles including boats and planes which are not used entirely for business?

       IF YES-  Read each item on list
     
              Do you own any. . .

     
SCREEN 3-------------------------------------------------------------------------

(Have/Has) (you/your household) purchased any (other/ ) vehicles since the first of  (reference month) for someone outside of your household?

IF YES -

      What kind of vehicle(s) did you purchase?



SCREEN 4 ---------------------------------------------------------------------------

(Have/Has) (you/your household) disposed of (any/any automobiles or) other vehicles since the first of (reference month)?

    IF YES - 

         Which kind of vehicle(s) did you dispose of?



1. ^AutoOrTruck
2. Motor home
3. Trailer-type camper
4. Other attachable-type campe

1: Goto VEHICYR

2-10: IF BCeintro.BUSCREEN = 2 goto VEHNEWU
ELSE goto VEHBSNS

95: Goto ITEM, next screen

99: Goto S11_END

888: IF no more grid lines goto S11_END
ELSE goto ITEM - next line of grid


11


PreFill

** SHOW ONLY **



11

VEHICYR

VEHICYR

What (was/is) the model year of the vehicle?

1900-current year + 2: IF entry gt (current year+2) then
goto CK_VEHICYR
ELSE goto MKMDL_SC

DK,RF: Goto MKMDL_SC


11

MKMDL_SC

MKMDL_SC

What  (was/is) the make and model of this vehicle?

    If vehicle make and model is not found, key X.

30 characters: IF MKMDLY(4:5) = XX or ZZ then goto AUTOTRK
ELSE goto FUELTYPE

DK,RF: Goto AUTOTRK

X: Goto OTHMDLY


11

OTHMDLY

OTHMDLY

   Specify:

Goto AUTOTRK


11

AUTOTRK

AUTOTRK

Is this vehicle an automobile or a truck, minivan, van or SUV?


1. Automobile
2. Truck, van, minivan, or SUV

Goto FUELTYPE


11

FUELTYPE

FUELTYPE

Is it fueled by -

    Read each item on list.

1. Gasoline?
2. Diesel fuel?
3. Hybrid electric power?
4. Other - specify?

1-3,DK,RF: IF BCeintro.BUSCREEN = 2 goto VEHNEWU
ELSE goto VEHBSNS

4: Goto FUELOTH


11

FUELOTH

FUELOTH

   Specify:

IF BCeintro.BUSCREEN = 2 goto VEHNEWU
ELSE goto VEHBSNS


11

VEHBSNS

VEHBSNS

(Was/Is) it used for business?


1. Yes
2. No

1: Goto VEHBSNZ

2,DK,RF: Goto VEHNEWU


11

VEHBSNZ

VEHBSNZ

What percentage of the mileage (was/is) counted as a business expense?

1-99,DK,RF: Goto VEHNEWU

100: Goto ERR2_VEHBSNZ


11

VEHNEWU

VEHNEWU

Was it new or used when acquired? 


1. New
2. Used

1: IF coming from ITEM screen 1A, 1B, 2, or 4 then
goto VEHGFTC
ELSE goto VEHPURMO

2,DK,RF: IF coming from ITEM screen 1A, 1B, 2, or 4
then goto VEHGFTC
ELSE goto VPURINDV


11

VEHGFTC

VEHGFTC

Was this vehicle -

1. Purchase for own use?
2. Purchased for someone outside of your household?
3. Received as a gift?

1,2,DK,RF: IF VEHNEWU = 1 then goto VEHPURMO
ELSE goto VPURINDV

3: IF DISPOSED = 1 then goto VEHDISP
ELSE goto ANYOTHR


11

VPURINDV

VPURINDV

Was this vehicle purchased from a private individual?

1. Yes
2. No

IF ITEM = 1-2 or 5 AND VEHGFTC = 3 AND DISPOSED ne 1 then
goto ANYOTHR

ELSEIF ITEM = 1-2 or 5 AND VEHGFTC = 3 AND DISPOSED = 1 then
goto VEHDISP

ELSE goto VEHPURMO


11

VEHPURMO

VEHPURMO

In what month was it purchased?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto VEHPURYR


11

VEHPURYR

VEHPURYR

In what year was it purchased?

1900 - current year: IF the month and year (VEHPURMO and
VEHPURYR) are more than one month
in the future then goto CK_VEHPURYR
ELSE goto VFINANCE

DK,RF: Goto VFINANCE


11

VFINANCE

VFINANCE

Was any portion of the purchase price financed?

1. Yes
2. No

1: Goto VLOANST

2,DK,RF: IF VEHPURMO + VEHPURYR is prior to 3 months ago AND
DISPOSED = 1 then goto VEHDISP
ELSIF VEHPURMO + VEHPURYR is prior to 3 months ago
AND DISPOSED ne 1 then goto ANYOTHR
ELSE goto TRADE


11

VLOANST

VLOANST

On the first of (reference month), were there remaining loan payments?


1. Yes
2. No

1,DK,RF: Goto TRADE

2: IF VEHPURMO + VEHPURYR is prior to 3 months ago AND
DISPOSED = 1 then goto VEHDISP
ELSEIF VEHPURMO + VEHPURYR is prior to 3 months ago AND
DISPOSED ne 1 then goto ANYOTHR
ELSE goto TRADE


11

TRADE

TRADE

Was a trade-in allowance received?


1. Yes
2. No

1: Goto TRADEX

2,DK,RF: Goto NETPURX


11

TRADEX

TRADEX

How much?

0-999999: IF lt 200 or gt 19000 then goto ERR1_TRADEX
ELSE goto NETPURX

DK,RF: Goto NETPURX


11

NETPURX

NETPURX

What was the amount paid for the vehicle after (trade-in allowance, / ) rebate, and discount?

           Include destination fee in the price.

0-999999: IF (VEHICYB = 100 and NETPURX lt 500 or gt 50000)
or (VEHICYB = 105 and NETPURX lt 500 or gt 50000)
or (VEHICYB = 110 and NETPURX lt 500 or gt 50000)
or (VEHICYB = 120 and NETPURX lt 2500 or gt 69000)
or (VEHICYB = 130 and NETPURX lt 751 or gt 47000)
or (VEHICYB = 140 and NETPURX lt 533 or gt 12051)
or (VEHICYB = 150 and NETPURX lt 420 or gt 20000)
or (VEHICYB = 160 and NETPURX lt 200 or gt 63000)
or (VEHICYB = 170 and NETPURX lt 200 or gt 63000)
or (VEHICYB = 180 and NETPURX lt 240 or gt 7500)
or (VEHICYB = 190 and NETPURX lt 4000 or gt 120000)
or (VEHICYB = 200 and NETPURX lt 250 or gt 23700)
then goto ERR1_NETPURX
ELSE goto SALESTAX

DK,RF: IF VLOANST = 1 then goto DNPAYMTX
ELSE goto ANYOTHR


11

SALESTAX

SALESTAX

Did this include sales tax?

1. Yes
2. No

IF VLOANST = 1 then goto DNPAYMTX
ELSE goto ANYOTHR


11

DNPAYMTX

DNPAYMTX

What was the amount of the cash down payment?

0-999999: IF (VEHICYB = 100 and DNPAYMTX gt 11500) OR
(VEHICYB = 105 and DNPAYMTX gt 11500) OR
(VEHICYB = 110 and DNPAYMTX gt 11500) OR
(VEHICYB = 120 and DNPAYMTX gt 15000) OR
(VEHICYB = 130 and DNPAYMTX gt 15000) OR
(VEHICYB = 140 and DNPAYMTX gt 15000) OR
(VEHICYB = 150 and DNPAYMTX gt 15000) OR
(VEHICYB = 160 and DNPAYMTX gt 15000) OR
(VEHICYB = 170 and DNPAYMTX gt 15000) OR
(VEHICYB = 180 and DNPAYMTX gt 15000) OR
(VEHICYB = 190 and DNPAYMTX gt 15000) OR
(VEHICYB = 200 and DNPAYMTX gt 15000)
then goto ERR1_DNPAYMTX
ELSEIF gt NETPURX and netpurx ne D and ne R then
goto CK_DNPAYMTX
ELSE goto VEHEQTLN

DK,RF: Goto VEHEQTLN


11

VEHEQTLN

VEHEQTLN

Was the source of credit a Home Equity Loan?

1. Yes
2. No

Goto PRINCIPX


11

PRINCIPX

PRINCIPX

How much was borrowed, excluding any interest?

1-999999: IF (VEHICYB = 100 and PRINCIPX lt 2500 or gt
50000) OR
(VEHICYB = 105 and PRINCIPX lt 2500 or gt 50000) OR
(VEHICYB = 110 and PRINCIPX lt 2500 or gt 50000) OR
(VEHICYB = 120 and PRINCIPX lt 1472 or gt 60645) OR
(VEHICYB = 130 and PRINCIPX lt 1472 or gt 60645) OR
(VEHICYB = 140 and PRINCIPX lt 1472 or gt 60645) OR
(VEHICYB = 150 and PRINCIPX lt 1472 or gt 60645) OR
(VEHICYB = 160 and PRINCIPX lt 1472 or gt 60645) OR
(VEHICYB = 170 and PRINCIPX lt 1472 or gt 60645) OR
(VEHICYB = 180 and PRINCIPX lt 1472 or gt 60645) OR
(VEHICYB = 190 and PRINCIPX lt 1472 or gt 60645) OR
(VEHICYB = 200 and PRINCIPX lt 1472 or gt 60645)
then goto ERR1_PRINCIPX
ELSE goto VINTRATE

DK,RF: Goto VINTRATE


11

VINTRATE

VINTRATE

What was the interest rate?

  
  Enter percent including decimal.

00.000-99.999: IF gt 12 then goto ERR1_VINTRATE
ELSE goto PMT1YR

DK,RF: Goto PMT1YR


11

PMT1YR

PMT1YR

In what year was or will the first payment be made?

Goto PMT1MO


11

PMT1MO

PMT1MO

In what month was or will the first payment be made?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

Goto VEHQPMT


11

VEHQPMT

VEHQPMT

For how many months was the payment contract?

1-999: IF gt 144 then goto ERR1_VEHQPMT
ELSE goto PAYMENTX

DK,RF: Goto PAYMENTX


11

PAYMENTX

PAYMENTX

What is your monthly payment amount?

1-99999: IF (VEHICYB = 100 and PAYMENTX lt 105 or gt 679)
OR (VEHICYB = 105 and PAYMENTX lt 105 or gt 679)
OR (VEHICYB = 110 and PAYMENTX lt 105 or gt 679)
OR (VEHICYB = 120 and PAYMENTX lt 77 or gt 721)
OR (VEHICYB = 130 and PAYMENTX lt 77 or gt 721)
OR (VEHICYB = 140 and PAYMENTX lt 77 or gt 721)
OR (VEHICYB = 150 and PAYMENTX lt 77 or gt 721)
OR (VEHICYB = 160 and PAYMENTX lt 77 or gt 721)
OR (VEHICYB = 170 and PAYMENTX lt 77 or gt 721)
OR (VEHICYB = 180 and PAYMENTX lt 77 or gt 721)
OR (VEHICYB = 190 and PAYMENTX lt 77 or gt 721)
OR (VEHICYB = 200 and PAYMENTX lt 77 or gt 721)
then goto ERR1_PAYMENTX
ELSEIF DISPOSED = 1 then goto VEHDISP
ELSE goto ANYOTHR

DK,RF: IF DISPOSED = 1 then goto VEHDISP
ELSE goto ANYOTHR


11

VEHDISP

VEHDISP

How did you dispose of the (Car description)?


1. Sold
2. Traded in
3. Given away or donated to someone outside the household, including students away at school
4. Totaled (damaged beyond repair)
5. Stolen
6. Other

1-5,DK,RF: Goto VDISPMO

6: Goto DISPOTHV


11

DISPOTHV

DISPOTHV

  Specify:

Goto VDISPMO


11

VDISPMO

VDISPMO

In what month was it ^Vehdisp_fill?

1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

IF VDISPMO is not within the reference period then
goto ERR3_VDISPMO
ELSEIF VEHDISP = 1 then goto SALEX
ELSEIF VEHDISP = 2, 3, 6, DK or RF then goto LOANSTAT
ELSEIF VEHDISP = 4 or 5 then goto REIMBURS


11

SALEX

SALEX

How much did you sell it for?

1-999999: IF (VEHICYB = 100 and SALEX lt 5 or gt 17400) OR
(VEHICYB = 105 and SALEX lt 5 or gt 17400) OR
(VEHICYB = 110 and SALEX lt 5 or gt 17400) OR
(VEHICYB = 120 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 130 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 140 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 150 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 160 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 170 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 180 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 190 and SALEX lt 35 or gt 23000) OR
(VEHICYB = 200 and SALEX lt 35 or gt 23000)
then goto ERR1_SALEX
ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT


11

REIMBURS

REIMBURS

Were you reimbursed for the value of the (Car description)?


1. Yes
2. No

1: Goto REIMBURX

2,DK,RF: Goto EXREIMB


11

REIMBURX

REIMBURX

How much did you receive?

1-999999: IF lt 20 or gt 23742 then goto ERR1_REIMBURX
ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT


11

EXREIMB

EXREIMB

Do you expect to be reimbursed for the value of the (Car description)?


1. Yes
2. No

1: Goto EXREIMBX

2,DK,RF: Goto LOANSTAT


11

EXREIMBX

EXREIMBX

How much will you receive?

1-999999: IF lt 300 or gt 9000 then goto ERR1_EXTREIMBX
ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT


11

LOANSTAT

LOANSTAT

Were there any outstanding loans on the (Car description) when it was (sold/traded in/given away to someone outside the CU/damaged beyond repair/stolen/disposed of)?


1. Yes
2. No

1: Goto FINPAYMT

2,DK,RF: Goto ANYOTHR


11

FINPAYMT

FINPAYMT

Were any final payments made on the loan?

1. Yes
2. No

1: Goto FINPAYMX

2,DK,RF: Goto ANYOTHR


11

FINPAYMX

FINPAYMX

How much was the final payment?

1-999999: IF lt 384 or gt 26500 then goto ERR1_FINPAYMX
ELSE goto ANYOTHR

DK,RF: Goto ANYOTHR


11

ANYOTHR

ANYOTHR

(Did (you/you household) purchase or acquire any other (vehicle description)?/(Do/Does) (you/your household) own any other (vehicle description)?/Did


1. Yes
2. No

1: IF Row number = 25 then goto ERR_MAX
ELSE goto ITEM, next screen as appropriate

2,DK,RF: goto ITEM, next screen as appropriate


11


S11_End

** Non-Displayed item **

Exit block and goto S11RECRD


11

S11RECRD

S11RECRD

  Were records used to answer the questions in section 11?

1. Yes
2. No

1: Goto S11TPRC

2: Exit block and goto Section 13 - BSECT13


11

S11TPRC

S11TPRC

        What types of bills, receipts, or records did the respondent(s) use?

        Enter all that apply, separate with commas.             

                  


1. Bills/Statements
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Paystub
8. Other - specify

1-7: Exit block and goto Section 13 - BSECT13

8: Goto S11TPRCS


11

S11TPRCS

S11TPRCS

  Specify

Exit block and goto Section 13 - BSECT13


11


S11FRCD

** Not Displayed **



11


S11DATE

** Not Displayed **



13A

S13A1_INTRO

S13A1_INTRO

  33

Now I am going to ask about your non-health insurance policies.
(Include policies paid by your household for someone outside your household./ )  For the next couple of sections, it will be helpful to have your family's paystubs or insurance bills/statements.

Policy|Insurance  |    |Insurance|Paid|Payroll  |Payment|Paid |Paid
Number|Description|Type| Company | By |Deduction|Period |Total|Month


1. Enter 1 to Continue

IF there are any active Policies listed on the inventory
chart (8500.PLCYSTAB ne 1) then goto BSect13A Block

ELSE goto S13A_END


13A


POLICYIB

** SHOW VARIABLE **



13A


INSDESC

** SHOW Variable **



13A


INSCOMP

** SHOW Variable **





TYPE_F

** SHOW ONLY Field **



13A

PLCYSTIL

PLCYSTIL

Do (you/you or any members of your household) still have or make payments for the (long term care/life or disability/auto/homeowner's/tenants'/other type of non-health) insurance policy from (Insurance Company)? 

Policy|Insurance  |    |Insurance|Paid|Payroll  |Paid |Paid
Number|Description|Type| Company | By |Deduction|Total|Month


1. Yes
2. No

IF 8500.PREMYOU = 2 then goto S13A_END
ELSE goto INSEX3A


13A

INSEX3A

INSEX3A

Since the first of (reference month) have you had any expenses for this policy?

Policy|Insurance  |    |Insurance|Paid|Payroll  |Paid |Paid
Number|Description|Type| Company | By |Deduction|Total|Month



          

1. Yes
2. No

1: Goto INSEX3AX

2,DK,RF: Goto S13A_END


13A

INSEX3AX

INSEX3AX

How much was paid?

Policy|Insurance  |    |Insurance|Paid|Payroll  |Paid |Paid
Number|Description|Type| Company | By |Deduction|Total|Month


1-99999: IF (8500.POLICYYB = 110 and INSEX3AX gt 628) OR
(8500.POLICYYB = 100 and INSEX3AX gt 628) OR
(8500.POLICYYB = 200 and INSEX3AX gt 1050) OR
(8500.POLICYYB = 300 and INSEX3AX gt 1000) OR
(8500.POLICYYB = 400 and INSEX3AX gt 300) OR
(8500.POLICYYB = 500 and INSEX3AX gt 825)
then goto ERR1_INSEX3AX
ELSE goto INSEXXA

DK,RF: Goto S13A_END


13A

INSEXXA

INSEXXA

How much was paid this month?

Policy|Insurance  |    |Insurance|Paid|Payroll  |Paid |Paid
Number|Description|Type| Company | By |Deduction|Total|Month


0-99999: IF (8500.POLICYYB = 110 and INSEXXA gt 300) OR
(8500.POLICYYB = 100 and INSEXXA gt 300) OR
(8500.POLICYYB = 200 and INSEXXA gt 670) OR
(8500.POLICYYB = 300 and INSEXXA gt 688) OR
(8500.POLICYYB = 400 and INSEXXA gt 186) OR
(8500.POLICYYB = 500 and INSEXXA gt 600) then
goto ERR1_INSEXXA
ELSEIF INSEXXA gt INSEX3AX then goto CK_INSEXXA
ELSE goto S13A_END

DK,RF: Goto S13A_END


13A


S13A_END

** Non Displayed **

IF no more active policies in the table then exit block and
goto BTableB - S13B

ELSE goto PLCYSTIL for then next active policy


13B

INB_ITEM

ITEM

 33    ? [F1]

(Do ^YOU_ANYMEM have any or pay for any -/Since the first of ^REF_MONTH have ^YOU_ANYMEM purchased o 

    
  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?
4. Renters' insurance?
5. Automobile or other vehicle insurance?
6. Other types of non-health insurance?
99. None/No more entries
888. Delete a line

1-6: IF ITEM ne Item2Shadow then goto CK_ITEM
ELSE goto INSCOMP

99: Goto S13B_END

888: IF no more rows in the table then goto S13B_END
ELSE goto ITEM - next row of the table


13B


PreFill

** SHOW ONLY **



13B

INSCOMP

INSCOMP

What is the name of the insurance company for your (long term care/life or disability/homeowners'/tenants'/vehicle/other type of insurance) policy?

     
  Enter name of insurance company, not the insurance agent.

Goto INSDESC


13B

INSDESC

DESCRIPTION

Briefly describe the policy.

IF ITEM = 3 then goto INSPROP
ELSE goto PREMYOU


13B

INSPROP

INSPROP

Which property (ies) does this policy cover?

      Enter number of each property covered, separate with commas.


1. PROPDESC[1]
2. PROPDESC[2]
3. PROPDESC[3]
4. PROPDESC[4]
5. PROPDESC[5]
6. PROPDESC[6]
7. PROPDESC[7]
8. PROPDESC[8]
9. PROPDESC[9]
10. PROPDESC[10]
11. PROPDESC[11]
12. PROPDESC[12]
13. PROPDESC[13
14. PROPDESC[14]
15. PROPDESC[15]
16. PROPDESC[16]
17. PROPDESC[17]
18. PROPDESC[18]
19. PROPDESC[19]
20. PROPDESC[20]
99. Property not owned or rented by the household

1-20: IF any entry is higher than the number of properties
or a blank precode then goto CK_INSPROP
ELSE goto PREMYOU

99,DK,RF: Goto PREMYOU


13B

PREMYOU

PREMYOU

(Do/Does) (you/your household) pay ANY portion of the premiums for this policy?

1. Yes
2. No

1, DK, RF: Goto PAYDEDPR

2: Goto PREMOUT


13B

PREMOUT

PREMOUT

Who pays the policy premiums?

1. An employer or union?
2. Another group or persons outside your household?

Goto C


13B

PAYDEDPR

PAYDEDPR

Are any premiums paid through payroll deductions?

          

1. Yes
2. No

Goto INSEXPBX


13B

INSEXPBX

INSEXPBX

Since the first of (reference month), what was (your/your household's) total expense for this insurance policy?
    
   
  Enter the actual amount the household paid.  Do not include any expenses paid for the household by others.

1-99999: IF (ITEM = 1 and INSNEXXB gt 750) OR
(ITEM = 2 and INSEXPBX gt 750) OR
(ITEM = 3 and INSEXPBX gt 1000) OR
(ITEM = 4 and INSEXPBX gt 340) OR
(ITEM = 5 and INSEXPBX gt 1100) OR
(ITEM = 6 and INSEXPBX gt 936)
then goto ERR1_INSEXPBX
ELSE goto INSNEXXB

0,DK,RF: Goto C


13B

INSNEXXB

INSNEXXB

How much was paid this month?

1-99999: IF (ITEM = 1 and INSNEXXB gt 300) OR
(ITEM = 2 and INSNEXXB gt 300) OR
(ITEM = 3 and INSNEXXB = 1-8 or gt 677) OR
(ITEM = 4 and INSNEXXB = 1-5 or gt 267) OR
(ITEM = 5 and INSNEXXB = 1-17 or gt 663) OR
(ITEM = 6 and INSNEXXB = 1-5 or gt 799)
then goto ERR1_INSNEXXB

ELSEIF INSNEXXB gt INSEXPBX then goto CK_INSNEXXB
ELSE goto C

0,DK,RF: Goto C


13B

S13_S

C

  Enter "C" for a combined expense

C: Goto COMBCODE

EMPTY: Goto MORE

IF anything other than a 'C' or the enter key is entered
then goto CK_C


13B

S13CMB

COMBCODE

 33    ? [F1]

What other type of policy is the (Insurance type) 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
4. Renters' insurance
5. Automobile or other vehicle insurance
6. Other types of non-health insurance
77. Misc. combined (unable to specify/DK)

IF 3 is selected then goto COMBPROP
ELSE goto MORE


13B

S13CMBPROP

COMBPROP

Which property (ies) did this policy cover?

      Enter number of each property covered, separate with commas.


1. PROPDESC[1]
2. PROPDESC[2]
3. PROPDESC[3]
4. PROPDESC[4]
5. PROPDESC[5]
6. PROPDESC[6]
7. PROPDESC[7]
8. PROPDESC[8]
9. PROPDESC[9]
10. PROPDESC[10]
11. PROPDESC[11]
12. PROPDESC[12]
13. PROPDESC[13
14. PROPDESC[14]
15. PROPDESC[15]
16. PROPDESC[16]
17. PROPDESC[17]
18. PROPDESC[18]
19. PROPDESC[19]
20. PROPDESC[20]
99. Property not owned or rented by the household

1-20: IF any entry is higher than the number of properties
or a blank precode then goto CK_COMBPROP
ELSE goto MORE

99,DK,RF: Goto MORE


13B

INSMORE

MORE

(Do ^You_Anymem have any or make payments for any other ^inbdescription policy?/Did ^you_Anymem purchase or begin paying for any other ^inbdescritpion


1. Yes
2. No

1: IF Row number = 100 then goto ERR_MAX
ELSE goto ITEM, next row of the table

2,DK,RF: IF Row number = 100 then goto S13B_END
ELSE goto ITEM, next row of the table


13B


S13B_END

** Not Displayed **

Exit block and goto S13RECRD


13

S13RECRD

S13RECRD

  Were records used to answer the questions in section 13?

1. Yes
2. No

1: Goto S13TPRC

2: Exit block and goto Section 14 - BSECT14


13

S13TPRC

S13TPRC

        What types of bills, receipts, or records did the respondent(s) use?

        Enter all that apply, separate with commas.             


                  

1. Bills/Statements
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Paystub
8. Other - specify

1-7: Exit block and goto Section 14 - BSECT14

8: Goto S13TPRCS


13

S13TPRCS

S13TPRCS

  Specify

Exit block and goto Section 14 - BSECT14


14A

S14A_INTRO

S14A_INTRO

34

Now I am going to ask about health Insurance.

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU


1. Enter 1 to Continue

IF there are any records on the SCIF with 8500.IHB_STAT = 1
then goto BSect14ARow block

ELSE goto S14A_END


14A


HHIPDLIB

** SHOW VARIABLE **



14A


HINSDESC

** SHOW Variable **



14A


HHICODE

** SHOW Variable **


14A


HINSCMP

** SHOW Variable **


14A

HHISTILL

HHISTILL

 (Do/Does) (you/your household) still have your (HMO/fee for service/commercial Medicare supplement /special purpose) policy from (insurance company name)?    

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU


1. Yes
2. No

IF 8500.HHIPRYOU = 2 then goto S14A_END
ELSE goto HHIANYPD


14A

HHIANYPD

HHIANYPD

Since the first of (reference month), have (you/you or any members of your household) made any payments on this policy (including payroll deductions/ )?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU


1. Yes
2. No

1: IF 8500.HHIRPMPD = 1-9 then goto HHILSTTM
ELSE goto HHIRPMPA

2,DK,RF: Goto S14A_END


14A

HHILSTTM

HHILSTTM

Last time, I recorded that payments are made (periodicity).  Is this still correct?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU


1. Yes
2. No

1: Goto HHIREGXA

2, DK, RF: Goto HHIRPMPA


14A

HHIRPMPA

HHIRPMPA

How often are payments made (including payroll deductions/ )?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU
 


1. Once a week
2. Once every 2 weeks
3. Twice a month
4. Once a month
5. Every 2 months
6. Quarterly (every 3 months)
7. Once every 4 months
8. Twice a year (every 6 months)
9. Once a year
10. Other

1-9: Goto HHIREGXA

10, DK, RF: Goto HHIPDAMT


14A

HHIREGXA

HHIREGXA

What is the amount currently paid (periodicity)?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU
 

If ((8500.HHICODE=1 and HHIREGXA lt 5 or gt 1700) or
(8500.HHICODE=2 and HHIREGXA lt 5 or gt 1882) or
(8500.HHICODE=3 and HHIREGXA lt 10 or gt 1341) or
(8500.HHICODE=4 and HHIREGXA lt 5 or gt 1080)) and
(HHIREGXA ne DK or RF)
then goto ERR1_HHIREGXA

Else goto S14A_END


14A

HHIPDAMT

HHIPDAMT

How much was paid since the first of (reference month)?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU

1-99999: IF (8500.HHICODE = 1 and HHIPDAMT lt 20 or gt 1700)
OR (8500.HHICODE = 2 and HHIPDAMT lt 15 or gt 1882)
OR (8500.HHICODE = 3 and HHIPDAMT lt 25 or gt 1341)
OR (8500.HHICODE = 4 and HHIPDAMT lt 6 or gt 1080)
then goto ERR1_HHIPDAMT

ELSE goto HHICMXXA

DK,RF: Goto S14A_END


14A

HHICMXXA

HHICMXXA

How much of that ($(amount from HHIPDAMT) / ) was paid this month?

Policy|Insurance  |    |Insurance|Payroll  |Time  |       |Paid |Paid
#     |Description|Type| Company |Deduction|Period|Payment|Total|Non-CU

0-99999: IF (8500.HHICODE = 1 and HHICMXXA lt 5 or gt 486)
OR (8500.HHICODE = 2 and HHICMXXA lt 5 or gt 600)
OR (8500.HHICODE = 3 and HHICMXXA lt 10 or gt 440)
OR (8500.HHICODE = 4 and HHICMXXA lt 5 or gt 327)
then goto ERR1_HHICMXXA

ELSE goto S14A_END

DK,RF: Goto S14A_END


14A


S14A_END

**NON DIsplayed**

IF no more policies on the inventory chart then goto
Section 14B - BROW block

ELSE goto HHISTILL for next appropriate policy on the
inventory chart


14B

IHB_ITEM

ITEM

   34      ? [F1]

^IHBITEM 

  Do not report Medicare Prescription Drug plans (Medicare Part D) here. 
    Medicare Prescription Drug plans are collected in Section 14C.

    


1. Hospitalization or health insurance plans
99. None/No More Entries
888. Delete the Line

1: Goto HINSCMP

99: Goto S14B_END

888: IF no more grid lines then goto S14B_END
ELSE goto ITEM - next line of grid


14B

HINSCMP

HINSCMP

 What is the name of the insurance company for this policy?

                 
  Enter name of insurance company, not the insurance agent

Goto HHIBCBS


14B

HHIBCBS

HHIBCBS

  Do not read to respondent.
    Is the insurance company Blue Cross/Blue Shield?

  

1. Yes
2. No

1: Goto HHICOVQ

2: Goto TRICARE



TRICARE

TRICARE

  Do not read to respondent.
    Is the insurance company Tricare?


1. Yes
2. No

Goto HHICOVQ


14B

HHICOVQ

HHICOVQ

How many household members are/were covered by this policy?

0-30: IF HHICOVQ gt number of active members of the
persons roster then goto CK_HHICOVQ
ELSEIF TRICARE = 1 goto HHIGROUP
ELSE goto HHICODE

DK,RF: IF TRICARE = 1 goto HHIGROUP
ELSE goto HHICODE


14B

HHICODE

HHICODE

 34    ? [F1]

     What type of insurance plan is it?

          
 Do not include Medicare prescription drug plans in Commercial
              Medicare Supplements.  Medicare prescription drug plans are
              collected in Part C.


1. Health Maintenance Organization
2. Fee for Service Plan
3. Commercial Medicare Supplement
4. Other special purpose plan

1: Goto HHIPOS

2-3,DK,RF: Goto HHIGROUP

4: Goto HHISPECT


14B

HHIPOS

HHIPOS

Under normal circumstances, if you go to a doctor who is not part 
of your plan without a referral, will your insurance pay for the cost? 


1. Yes
2. No

Goto HHIGROUP


14B

HHISPECT

HHISPECT

? [F1]

Is this special purpose insurance plan -

  

1. Dental insurance?
2. Vision insurance?
3. Prescription drug insurance?
4. Other type of special purpose health insurance? - Specify

1-3,DK,RF: Goto HHIGROUP

4: Goto OTHINTYP


14B

OTHINTYP

OTHINTYP

     Specify:

Goto HHIGROUP


14B

HHIGROUP

HHIGROUP

Was the policy obtained on an individual or group basis?

         

1. Individually obtained
2. Group through place of employment
3. Group through other organization

1, 3, DK, RF: IF TRICARE = 1 goto HHIPRYOU
ELSE goto PORTAL

2: goto HHIPRYOU


14B

PORTAL

PORTAL

Was the policy obtained through ^ST_PORTAL Healthcare.gov?

1. Yes
2. No

1: goto PORTPLAN

2, DK, RF: goto HHIPRYOU


14B

PORTPLAN

PORTPLAN

Is this policy a platinum, gold, silver, bronze, or catastrophic plan?

1. Platinum plan
2. Gold plan
3. Silver plan
4. Bronze plan
5. Catastrophic plan

Goto HHIPRYOU


14B

HHIPRYOU

HHIPRYOU

(Do/Does) (you/your household) pay ANY portion of the premiums for this policy?

1. Yes
2. No

1,DK,RF: Goto HHIPRDED

2: Goto HHIPROUT


14B

HHIPROUT

HHIPROUT

Who pays the policy premiums?

1. An employer or union?
2. Another group or persons outside your household?

IF PORTAL = 1 goto PREMSUBS
ELSE goto HHIMORE


14B

HHIPRDED

HHIPRDED

Are any premiums paid through payroll deductions?

        

1. Yes
2. No

Goto HHIRPMXB


14B

HHIRPMXB

HHIRPMXB

How much (do/does) (you/your household) currently spend for (entry for HINSCMP/this plan ) (including payroll deductions/ )?

  Enter dollar amount for premium payments.
    Select time period in next question.
 

1-99999: IF (HHICODE = 1 and HHIRPMXB lt 5 or gt 560) OR
(HHICODE = 2 and HHIRPMXB lt 5 or gt 800) OR
(HHICODE = 3 and HHIRPMXB lt 5 or gt 1507) OR
(HHICODE = 4 and HHIRPMXB lt 5 or gt 1200) OR
(TRICARE = 1 and HHIRPMXB lt 5 or gt 1000)
then goto ERR1_HHIRPMXB
ELSE goto HHIRPMPD

DK,RF: Goto HHIRPMPD


14B

HHIRPMPD

HHIRPMPD

  Enter time period for premium payments.

        

1. Once a week
2. Once every 2 weeks
3. Twice a month
4. Once a month
5. Every 2 months
6. Quarterly (every 3 months)
7. Once every 4 months
8. Twice a year (every 6 months)
9. Once a year
10. Other

1-9: IF PORTAL = 1 goto PREMSUBS
ELSE goto HHIMORE

10,DK,RF: Goto HHIIRGXB


14B

HHIIRGXB

HHIIRGXB

What was the total expense paid for this policy since (reference month)?

1-99999: IF ((HHIIRGXB lt 15 or gt 3000) and (TRICARE = 1))
or ((HHIIRGXB lt 15 or gt 1659) and
(TRICARE ne 1)) then goto ERR1_HHIIRGXB
ELSE goto HHICMXXB

DK,RF: Goto HHICMXXB


14B

HHICMXXB

HHICMXXB

How much was paid this month?

0-99999: IF (HHICODE = 1 and HHICMXXB lt 6 or gt 488) OR
(HHICODE = 2 and HHICMXXB lt 5 or gt 597) OR
(HHICODE = 3 and HHICMXXB lt 8 or gt 525) OR
(HHICODE = 4 and HHICMXXB lt 5 or gt 316) OR
(TRICARE = 1 AND HHICMXXB lt 5 or gt 1000)
then goto ERR1_HHICMXXB)
ELSEIF PORTAL = 1 goto PREMSUBS
ELSE goto HHIMORE

DK,RF: IF PORTAL = 1 goto PREMSUBS
ELSE goto HHIMORE


14b

PREMSUBS

PREMSUBS

Is the cost of the premium subsidized based on (your/your household's) income?

  Subsidized health coverage is insurance with a reduced premium.  Low
    and middle income families are eligible to receive tax credits that allow
    them to pay lower premiums for insurance bought through healthcare
    exchanges or marketplaces.


1. Yes
2. No

1: goto HHISUBPD

2, DK, RF: goto HHIMORE


14B

HHISUBPD

HHISUBPD

Is the subsidy paid directly to the health insurance company?

1. Yes
2. No

Goto HHIMORE


14B

HHIMORE

HHIMORE

Did you have any other hospitalization or health insurance plans?

   

1. Yes
2. No

1: IF ROW number = 12 then goto ERR_MAX
ELSE goto ITEM, next line of grid

2,DK,RF: Goto ITEM, next line of grid


14B


S14B_END

**  Non displayed**

IF no more policies then goto Section 14C - BSECT14C


14C

CHGHHMCR

CHGHHMCR

(Last time you said that you were enrolled in Medicare. Has that changed?/Last time you said that ^8500HHMCRCOV ^MEMBARE2 enrolled in Medicare. Has
        


1. Yes
2. No

1: IF NUMHOUSE gt then goto HHMCRCOV
ELSEIF 8500.HHPARD = 1 goto BUPDATEDPblock
ELSE goto RETPARTD


2,DK,RF: IF 8500.HHPARTD = 1 then goto BUPDATEDP block
ELSE goto RETPARTD


14C

HHMCRENR

HHMCRENR

 Are (you/you or any members of your household) presently enrolled in Medicare? 
Medicare is the Federal Health Insurance Plan.


1. Yes
2. No

1: If NUMHOUSE = 1 and (INTNMBR = 1 or new CU) goto HHPARTD
Elseif NUMHOUSE = 1 and 8500.HHPARTD = 1 goto BUPDATEDPblock
Elseif NUMHOUSE = 1 goto RETPARTD
Elseif NUMHOUSE gt 1 goto HHMCRCOV

2,DK,RF: IF 8500.MDCDENR = 1 then goto CHGMDCDE
ELSE goto MDCDENR


14C

HHMCRCOV

HHMCRCOV

How many members of your household are covered by Medicare?

IF HHMCRCOV gt number of CU members then goto HHMCRCOV_CK
ELSEIF INTNMBR = 1 OR new CU then goto HHPARTD
ELSEIF 8500.HHPARTD = 1 then goto BUPDATEDP block
ELSE goto RETPARTD


14C

STILDRUG

STILDRUG

  Is ^NAME still enrolled in a Medicare Prescription Drug plan?

       
  Enter 'YES' if the member changed to a different Medicare Prescription Drug plan.

        

1. Yes
2. No

1: Goto PREMCHG

2,DK,RF: IF no more members AND there exist values of
MEMBNO that do not match any value of
8500.PRTDMBNO then goto RETPARTD
ELSEIF no more members AND 8500.MDCDENR ne 1 then
goto MDCDENR
ELSEIF no more members goto CHGMDCDE
ELSE goto next member on 14C_UPDATE


14C

PREMCHG

PREMCHG

What is (your/ Name's) premium still (the same/$(DRGPREMX) )?

        

1. Yes
2. No

1,DK,RF: IF no more members AND there exist values of MEMBNO
that do not match any value of 8500.PRTDMBNO,
then goto RETPARTD
ELSEIF no more members AND 8500.MDCDENR ne 1 then
goto MDCDENR
ELSEIF no more members then goto CHGMDCDE
ELSE goto STILDRUG for next member

2: Goto PREMCHGX


14C

PREMCHGX

PREMCHGX

What is (your/ Name's) current premium amount for the Medicare Prescription Drug Plan?

IF PREMCHGX lt 20 or gt 100 then goto ERR1_PREMCHGX

ELSIF no more members AND there exist values of
MEMBNO that do not match any value of 8500.PRTDMBNO
then goto RETPARTD

ELSEIF no more members AND 8500.MDCDENR ne 1 then goto MDCDENR

ELSEIF no more members goto CHGMDCDE

ELSE goto STILDRUG for next member


14C

RETPARTD

RETPARTD

 Have (you/you or any members of your household) enrolled in a Medicare Prescription Drug plan since the first of (reference month)? 
     
  The Medicare Prescription Drug plan is also known as Medicare Part D

        

1. Yes
2. No

1: IF NUMHOUSE = 1 goto BNEWEDP block
ELSE goto DRUGPLAN

2,DK,RF: IF 8500.MDCDENR = 1 then goto CHGMDCDE
ELSEIF 8500.MDCDENR ne 1 then goto MDCDENR


14C

HHPARTD

HHPARTD

 Are (you/you or any members of your household) presently enrolled in a Medicare Prescription Drug plan? 
     
  The Medicare Prescription Drug plan is also known as Medicare Part D

        

1. Yes
2. No

1: IF NUMHOUSE = 1 then goto BNEWDP block
ELSE goto DRUGPLAN

2,DK,RF: Goto MDCDENR


14C

DRUGPLAN

DRUGPLAN

Who (is enrolled/enrolled) in a Medicare Prescription Drug plan? 

  
  Enter line numbers for all that apply, separate with commas.

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

1-30: Goto BNEWDP block

DK,RF: Goto MDCDENR


14C


PERSONNAME

** SHOW ONLY FIELD **



14C

ENROLLYR

ENROLLYR

In what year did ^NameYou enroll in the prescription drug plan?

  Enter year of enrollment

IF ENROLLYR gt (current year + 3) then goto CK_ENROLLYR
ELSEIF ENTRY = current year through current year + 2, goto ENROLLMO
ELSEIF ENTRY = previous year AND (CUR_MONTH = 1 (January), 2 (February) or 3 (March)) goto ENROLLMO
ELSE goto DRGPREMX


14C

ENROLLMO

ENROLLMO

In what month did (you/NAME) enroll in the prescription drug plan?

     
  Enter month of enrollment

Goto DRGPREMX


14C

DRGPREMX

DRGPREMX

What is the monthly premium for (your/ Name's) Medicare Prescription Drug plan?

              
  Do not include any monthly co-payments paid by the household.

1-999: IF DRGPREMX lt 20 or gt 100 then goto ERR1_DRGPREMX
ELSE goto HHDRGSS

0,DK,RF: Goto HHDRGSS


14C

HHDRGSS

HHDRGSS

Is the monthly premium deducted from a Social Security payment?


1. Yes
2. No

IF no more line numbers AND 8500.MDCDENR ne 1 then
goto MDCDENR

ELSEIF no more line numbers then goto CHGMDCDE

ELSE goto ENROLLMO for the next line number entered in
DRUGPLAN


14C

CHGMDCDE

CHGMDCDE

(Last time you said that you were enrolled in Medicaid. Has that changed?/Last time you said that ^8500MDCDCOV ^MEMBARE enrolled in Medicaid. Has th         

1. Yes
2. No

1: IF NUMHOUSE gt 1 then goto MDCDCOV
ELSEIF 8500.OTHMED = 1 then goto STLOTHMD
ELSE goto OTHMED

2,DK,RF: IF 8500.OTHMED = 1 then goto STLOTHMD
ELSE goto OTHMED


14C

MDCDENR

MDCDENR

Are (you/you or any members of your household) enrolled in Medicaid(State program name)?

          

1. Yes
2. No

1: IF NUMHOUSE gt 1 then goto MDCDCOV
ELSEIF 8500.OTHMED = 1 then goto STLOTHMD
ELSE goto OTHMED

2,DK,RF: IF 8500.OTHMED = 1 then goto STLOTHMD
ELSE goto OTHMED


14C

MDCDCOV

MDCDCOV

How many members of your household are covered by Medicaid(State program name)?

IF MDCDCOV gt the number of CU members then
goto CK_MDCDCOV

ELSEIF 8500.OTHMED = 1 then goto STLOTHMD

ELSE goto OTHMED


14C

STLOTHMD

STLOTHMD

  34   ? [F1]

Are (you/you or any members of your household) still covered by a plan such as VA Medical, CHAMPVA, CHIP^ST_CHIP, or Indian Health Service (IHS)?


1. Yes
2. No

Goto S14C_END


14C

OTHMED

OTHMED

  34    ? [F1]

Are (you/you or any members of your household) covered by a plan such as VA Medical, CHAMPVA, CHIP^ST_CHIP, or Indian Health Service (IHS)?


1. Yes
2. No

1: IF NUMHOUSE gt 1 goto OTHMDCOV
ELSE goto S14C_END

2, DK, RF: Goto S14C_END



OTHMDCOV

OTHMDCOV

How many members of your household are covered by these plans?

Goto S14C_END


14C


S14C_END

** Non displayed**

Goto S14_END


14C


S14_END

**  Non Displayed ** 

Goto S14RECRD


14

S14RECRD

S14RECRD

  Were records used to answer the questions in section 14?

1. Yes
2. No

1: Goto S14TPRC

2: Exit block and goto Section 15 - BSECT15


14

S14TPRC

S14TPRC

        What types of bills, receipts, or records did the respondent(s) use?

        Enter all that apply, separate with commas.             

                  


1. Bills/Statements
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Paystub
8. Other - specify

1-7: Exit block and goto Section 15 - BSECT15

8: Goto S14TPRCS


14

S14TPRCS

S14TPRCS

  Specify

Exit block and goto Section 15 - BSECT15


14


S14FRCD

** Not Displayed **



14


S14DATE

** Not Displayed **



15A

S15A_INTRO

S15AINTRO

   35-36

Now I am going to ask some questions about medical payments and reimbursements.  I will begin with your payments.

By payments I mean any co-pays and out-of-pocket expenses.  
Include all payments, even those for persons who are outside of your household.
For this section it will be helpful to have medical bills or insurance claim statements available.

 
                   Description   Amount    Month                 
                   (MEDPDESC)    (MEDPMTX) (MEDPMTMO)


1. Enter 1 to Continue

Goto BSect15.BTABLEA.BROW.ITEM


15A

MDB_ITEM

ITEM

SCREEN 1--------------------------------------------------------------
  35   ? [F1]

Since the first of (reference month), have (you/you or any members of your household) made any payments for the following?

    
  Read each item on list

SCREEN 2 -------------------------------------------------------------------------
  36  ? [F1]

Have (you/you or any members of your household) made any payments for --
       
Read each item on list

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 tests or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14. Purchase or rental of supportive or rehabilitative equipment
15. Purchase or rental of medical or surgical equipment for general use
95. Continue List
99. None/No more entries
888. Delete a line

1-15: IF ITEM ne Item2Shadow then goto CK_ITEM
ELSE goto DESCRIPTION

95: Goto next ROW

99: Goto S15A_END

888: IF no more rows then goto S15A_END
ELSE goto ITEM - next row of the table




ServiceOrItem

** SHOW ONLY **



15A

MEDPDESC

DESCRIPTION

           Ask if not apparent

   Describe the care/service/item.

 
                   Description   Amount    Month                 
                   (MEDPDESC)    (MEDPMTX) (MEDPMTMO)

IF ITEM = 14 or 15 then goto MEDPPRNT
ELSE goto MEDPGFTC


15A

MEDPPRNT

MEDPPRNT

         Ask if not apparent

Was this for a purchase or rental? 

                  Description    Amount    Month  
                  (MEDPDESC)    (MEDPMTX) (MEDPMTMO)


1. Purchase
2. Rental

Goto MEDPGFTC


15A

MEDPGFTC

MEDPGFTC

     Ask if not apparent

 (Was/Were) the (description) for a member of your household or someone outside of your household?

    
 
                   Description   Amount    Month                 
                   (MEDPDESC)    (MEDPMTX) (MEDPMTMO)


1. Household member
2. Non-household member

Goto MONTH


15A

MEDPMTMO

MONTH

  In what month was(were) the payment(s) made?

   ( * Enter 13 for same amount each month of the reference period./ ) 

 
                   Description   Amount    Month                 
                   (MEDPDESC)    (MEDPMTX) (MEDPMTMO)


1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
13. ^S15_13Option

REF_MONTH - CUR_MONTH: IF (MONTH is not within the
reference period) then goto
ERR3_MONTH
ELSE goto AMOUNT

13,DK,RF: Goto AMOUNT


15A

MEDPMTX

AMOUNT

(What was the total amount paid in (month)?/What was the total amount paid?/What is your monthly expense?)

                   Description   Amount    Month                 
                   (MEDPDESC)    (MEDPMTX) (MEDPMTMO)

1-999999: IF [(MEDPCARY = 110 and AMOUNT lt 5 or gt 2000) or
(MEDPCARY = 120 and AMOUNT lt 10 or gt 450) or
(MEDPCARY = 200 and AMOUNT lt 6 or gt 1400) or
(MEDPCARY = 330 and AMOUNT lt 5 or gt 5000) or
(MEDPCARY = 410 and AMOUNT lt 5 or gt 800) or
(MEDPCARY = 420 and AMOUNT lt 5 or gt 379) or
(MEDPCARY = 510 and AMOUNT lt 5 or gt 800) or
(MEDPCARY = 520 and AMOUNT lt 15 or gt 8000) or
(MEDPCARY = 530 and AMOUNT lt 5 or gt 650) or
(MEDPCARY = 610 and AMOUNT lt 5 or gt 5000) or
(MEDPCARY = 620 and AMOUNT lt 5 or gt 333) or
(MEDPCARY = 635 and AMOUNT lt 6 or gt 1350) or
(MEDPCARY = 655 and AMOUNT lt 5 or gt 500) or
(MEDPCARY = 700 and AMOUNT lt 20 or gt 10,700) or
(MEDPCARY = 710 and AMOUNT lt 5 or gt 1200) ]
AND (MONTH ne 13) then goto ERR1_AMOUNT

ELSEIF MEDPCARY and AMOUNT for this record = data on
the prechart/input AND (that prechart records
MEDPMTMO does not equal 13) then goto ERR_DUP

ELSE goto C

DK,RF: Goto C


15A

MEDPCB_S

C

  Enter 'C' for a combined expense

C: Goto COMBCODE

EMPTY: Goto MORE

IF anything other than 'C' or blank is entered then
goto CK_C


15A

MEDPCMB

COMBCODE

35-36   ? [F1]

What is (description) combined with?

        Enter all that apply, separate with commas

  
          Description    Amount    Month
          (MEDPDESC)    (MEDPMTX) (MEDPMTMO)


1. Eye examinations, treatments, 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 tests or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14. Purchase or rental of supportive or rehabilitative equipment
15. Purchase or rental of medical or surgical equipment for general use
77. Misc. combined (unable to specify/DK)

Goto MORE


15A

MEDPMORE

MORE

Did (you/you or any members of your household) make any other payments for (description)?
 
             
Description   Amount    Month 
             (MEDPDESC)    (MEDPMTX) (MEDPMTMO)



1. Yes
2. No

1: IF ROW number = 40 then goto ERR_MAX
ELSE goto ITEM, next line on the grid

2,DK,RF: IF ROW number = 40 then goto S15A_END
ELSE goto ITEM, next line on the grid


15A


S15A_END

** Not Displayed **

Exit block and goto S15BINTRO


15B

S15B_INTRO

S15BINTRO

  35-36

Now I am going to ask some questions about your reimbursements.

By reimbursements I mean any money received for any members of your household from an insurance company, medical care provider or non-household member for medical expenses which you previously paid or will pay. 

Do not include reimbursements from any consumer-driven health plans such as Flexible Spending Accounts (FSA), Health Reimbursement Accounts (HRA), Health Savings Accounts (HSA), High Deductible Health Plans (HDHP), or Medical Savings Accounts (MSA).

                       Description  Amount    Month     
                      (MEDRDESC)   (MEDRMBX) (MEDRMBMO)


1. Enter 1 to Continue

Goto ITEM


15B

MDC_ITEM

ITEM

SCREEN 1 ---------------------------------------------------------------------------------------

 35    ? [F1]

Since the first of (reference month), have (you/you or any members of your household) received any medical reimbursements for the items I just asked about?

                      
  IF YES - What did you get reimbursed for?

                      
  Read each item on list
                                                                                            
SCREEN 2 ----------------------------------------------------------------------------------------
36     ? [F1]

IF YES - Have you received any reimbursements for -- 

                         Read each item on list


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 tests or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14. Purchase or rental of supportive or rehabilitative equipment
15. Purchase or rental of medical or surgical equipment for general use
95. Continue List
99. None/No more entries
888. Delete a line

1-15: IF ITEM ne Item2Shadow then goto CK_ITEM
ELSE goto DESCRIPTION

95: Goto next ROW

99: Goto S15B_END

888: IF no more grid lines then goto S15B_END
ELSE goto ITEM - next line of grid




ServiceOrItem

** SHOW ONLY **



15B

MEDRDESC

DESCRIPTION

     Ask if not apparent

   Describe the care/service/item.

                       Description  Amount    Month     
                      (MEDRDESC)   (MEDRMBX) (MEDRMBMO)

IF ITEM = 14 or 15 then goto MEDRPRNT
ELSE goto MEDRGFTC


15B

MEDRPRNT

MEDRPRNT

         Ask if not apparent

Was this for a purchase or rental? 

 
                 Description  Amount    Month     
                 (MEDRDESC)   (MEDRMBX) (MEDRMBMO)



1. Purchase
2. Rental

Goto MEDRGFTC


15B

MEDRGFTC

MEDRGFTC

     Ask if not apparent

 (Was/Were) the (description) for a member of your household or someone outside of your household?

                   Description  Amount    Month     
                  (MEDRDESC)   (MEDRMBX) (MEDRMBMO)
    
    


1. Household member
2. Non-household member

Goto MONTH


15B

MEDRMBMO

MONTH

In what month was(were) the reimbursement(s) received?

                   Description  Amount    Month     
                  (MEDRDESC)   (MEDRMBX) (MEDRMBMO)



1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December

REF_MONTH - CUR_MONTH: IF entry not within the reference
period then goto ERR3_MONTH
ELSE goto AMOUNT

DK,RF: Goto AMOUNT


15B

MEDRMBX

AMOUNT

What was the total amount received (in month)?

                   Description  Amount    Month     
                  (MEDRDESC)   (MEDRMBX) (MEDRMBMO)

1-999999: IF (MEDRCARY = 110 and AMOUNT lt 5 or gt 2300) OR
(MEDRCARY = 120 and AMOUNT lt 13 or gt 450) OR
(MEDRCARY = 200 and AMOUNT lt 20 or gt 1400) OR
(MEDRCARY = 330 and AMOUNT lt 5 or gt 5000) OR
(MEDRCARY = 410 and AMOUNT lt 8 or gt 800) OR
(MEDRCARY = 420 and AMOUNT lt 5 or gt 980) OR
(MEDRCARY = 510 and AMOUNT lt 5 or gt 800) OR
(MEDRCARY = 520 and AMOUNT lt 5 or gt 8000) OR
(MEDRCARY = 530 and AMOUNT lt 5 or gt 650) OR
(MEDRCARY = 610 and AMOUNT lt 10 or gt 3208) OR
(MEDRCARY = 620 and AMOUNT lt 7 or gt 850) OR
(MEDRCARY = 635 and AMOUNT lt 15 or gt 1350) OR
(MEDRCARY = 655 and AMOUNT lt 32 or gt 500) OR
(MEDRCARY = 700 and AMOUNT lt 20 or gt 10700) or
(MEDRCARY = 710 and AMOUNT lt 5 or gt 1200)
then goto ERR1_AMOUNT
ELSEIF MEDRCARY and the entry in AMOUNT for this
record are equal to any records data in the pre-
chart/input then goto ERR_DUP
ELSE goto C

DK,RF: Goto C


15B

MEDRCB_S

C

  Enter 'C' for a combined reimbursement

C: Goto COMBCODE

EMPTY: Goto MORE

IF anything other than 'C' or the enter key is entered then
goto CK_C


15B

MEDRCMB

COMBCODE

   35-36   ? [F1]

What other medical reimbursement is (description) combined with?

      Enter all that apply, separate with commas

                   
Description  Amount    Month     
                  (MEDRDESC)   (MEDRMBX) (MEDRMBMO)



1. Eye examinations, treatments, 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 tests or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14. Purchase or rental of supportive or rehabilitative equipment
15. Purchase or rental of medical or surgical equipment for general use
77. Misc. combined (unable to specify/DK)

Goto MORE


15B

MEDRMORE

MORE

Did (you/you or any members of your household) receive any other reimbursements for (description)?

                   Description  Amount    Month     
                  (MEDRDESC)   (MEDRMBX) (MEDRMBMO)


1. Yes
2. No

1: IF ROW number = 22 then goto ERR_MAX
ELSE goto ITEM, next line of grid

2,DK,RF: IF ROW number = 22 then goto S15B_END
ELSE goto ITEM, next line of grid


15B


S15B_END

** Not Displayed **

Exit block and goto S15RECRD


15

S15RECRD

S15RECRD

  Were records used to answer the questions in section 15?

1. Yes
2. No

1: Goto S15TPRC

2: Exit block and goto Section 21 - BSECT21


15

S15TPRC

S15TPRC

        What types of bills, receipts, or records did the respondent(s) use?

        Enter all that apply, separate with commas.             


                  

1. Bills/Statements
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Paystub
8. Other - specify

1-7: Exit block and goto Section 21 - BSECT21

8: Goto S15TPRCS


15

S15TPRCS

S15TPRCS

  Specify

Exit block and goto Section 21 - BSECT21


15


S15FRCD

** Not Displayed **



15


S15DATE

** Not Displayed **



21a

ANYWORK

ANYWORK

Since the first of (reference month), did (you/NAME) earn any income from wages or salary?



1. Yes
2. No

1: Goto 21A_INTRO

2,DK,RF: Goto S21A_CHECK


21A

S21A_INTRO

S21A_INTRO

The next few questions are about income.  We know people aren't used to discussing their income, but please be assured that, like all other information you have provided, these answers will be kept strictly confidential.  For these questions, paystubs or other financial records available will be helpful.

1. Enter 1 to Continue

Goto INCWEEKQ


21A

INCWEEKQ

INCWEEKQ

(Now I am going to ask about (Your/Name's) work experience and income/ )

In the past 12 months, including paid vacation and sick leave, how many weeks did (you/NAME) work?
   
     
  If household member did not work, enter zero.

0: Goto INCNONWK

1-52,DK,RF: Goto INC_HRSQ


21A

INC_HRSQ

INC_HRSQ

In the weeks that (you/NAME) worked, how many hours did (you/he/she) usually work per week?

Goto OCCUCODE


21A

OCCUCODE

OCCUCODE

  46   ? [F1]

Which of the following categories best describes the job in which (you/NAME) received the most earnings during the past 12 months?

    

1. Administrator, manager
2. Teacher
3. Professional
4. Administrative support, including clerical
5. Sales, retail
6. Sales, business goods and services
7. Technician
8. Protective service
9. Private household service
10. Other service
11. Machine or transportation operator, laborer
12. Construction workers, mechanics
13. Farming
14. Forestry, fishing, groundskeeping
15. Armed Forces

Goto INCOMEY


21A

INCOMEY

INCOMEY

(Were/Was) (you/NAME):

          

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 ^YourHisHer OWN business, partnership, professional practice, or farm?
6. Working WITHOUT PAY in a family business or farm?

Goto SALARYST


21A

INCNONWK

INCNONWK

What was the main reason (you/NAME) did not work during the past 12 months?  

(Were/Was) (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?

Goto SALARYST


21A

SALARYST

SALARYST

? [F1]

The next few questions are about income DURING THE PAST 12 MONTHS, that is from (Date - one year ago) to (Yesterdays date)...

Did (you/NAME) receive any wages, salary, tips, bonuses, or commissions?


1. Yes
2. No

1: Goto SALARYX

2,DK,RF: Goto SEMPFRM


21A

SALARYX

SALARYX

? [F1]

How much did (you/NAME) receive before taxes?

1-99999999: IF SALARYX lt 500 or gt 116249 goto ERR1_SALARYX
ELSE goto GROSPAYX

DK,RF: Goto SALARYB


21A

SALARYB

SALARYB

 47    ? [F1]

Could you tell me which range on CARD A best reflects (your/NAME's) total wages and salaries for ALL JOBS during the PAST 12 MONTHS?

                             

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

Goto GROSPAYX


21A

GROSPAYX

GROSPAYX

What was the amount of (your/NAME's) last pay before any deductions?

Goto PAYPERD


21A

PAYPERD

PAYPERD

What period of time did this cover?


1. One week
2. Two weeks
3. Month
4. Quarter
5. Year
6. Twice a month
7. Other

1: IF GROSPAYX lt 50 or gt 1635 goto ERR1_PAYPERD
ELSE goto PAYSTUB

2: IF GROSPAYX lt 120 or gt 4800 goto ERR1_PAYPERD
ELSE goto PAYSTUB

3: IF GROSPAYX lt 100 or gt 12000 goto ERR1_PAYPERD
ELSE goto PAYSTUB

4: IF GROSPAYX lt 51 or gt 14583 goto ERR1_PAYPERD
ELSE goto PAYSTUB

5: IF GROSPAYX lt 250 or gt 155000 goto ERR1_PAYPERD
ELSE goto PAYSTUB

6: IF GROSPAYX lt 15 or gt 12838 goto ERR1_PAYPERD
ELSE goto PAYSTUB

7: IF GROSPAYX lt 200 or gt 10000 goto ERR1_PAYPERD
ELSE goto PAYPRDOT

DK,RF: IF GROSPAYX lt 8 or gt 200000 goto ERR1_PAYPERD
ELSE goto PAYSTUB


21A

PAYPRDOT

PAYPRDOT

     Specify:

Goto PAYSTUB


21A

PAYSTUB

PAYSTUB

  Does the respondent have a paper or electronic pay check record present for (his / her / his/her) last paycheck?

1. Yes
2. No

Goto PRIVPENS


21A

PRIVPENS

PRIVPENS

Was there any money deducted from (your/NAME's) pay for -

Private pension fund?


1. Yes
2. No

1: Goto PRIVPENX

2,DK,RF: Goto GOVRET


21A

PRIVPENX

PRIVPENX

How much?

1-99999999: IF PAYPERD = DK or RF and (PRIVPENX lt 5 or gt
147000) OR
PAYPERD = 1 and (PRIVPENX lt 5 or gt 275) OR
PAYPERD = 2 and (PRIVPENX lt 8 or gt 644) OR
PAYPERD = 3 and (PRIVPENX lt 32 or gt 6000) OR
PAYPERD = 4 and (PRIVPENX lt 5 or gt 4500) OR
PAYPERD = 5 and (PRIVPENX lt 7 or gt 20000) OR
PAYPERD = 6 and (PRIVPENX lt 30 or gt 1000) OR
PAYPERD = 7 and (PRIVPENX lt 12 or gt 3000)
THEN goto ERR1_PRIVPENX
ELSE goto GOVRET

DK,RF: Goto GOVRET


21A

GOVRET

GOVRET

Was there any money deducted from (your/NAME's) pay for -

Government retirement?


1. Yes
2. No

1: Goto GOVRETX

2,DK,RF: Goto RRRDED


21A

GOVRETX

GOVRETX

How much?

1-99999999: IF GOVRETX lt 5 or gt 590 then goto ERR1_GOVRETX
ELSE goto RRRDED

DK,RF: Goto RRRDED


21A

RRRDED

RRRDED

Was there any money deducted from (your/NAME's) pay for -

Railroad retirement?


1. Yes
2. No

1: Goto RRRDEDX

2,DK,RF: Goto SSDED


21A

RRRDEDX

RRRDEDX

How much?

1-99999999: IF RRRDEDX lt 5 or gt 444 then goto ERR1_RRRDEDX
ELSE goto SSDED

DK,RF: Goto SSDED


21A

SSDED

SSDED

Was there any money deducted from (your/NAME's) pay for -

Social Security including Medicare?


1. Yes
2. No

1: Goto MEDICOV

2,DK,RF: Goto SSNORM


21A

SSNORM

SSNORM

Are Social Security payments NORMALLY deducted from (your/NAME's) pay?


1. Yes
2. No

1: Goto MEDICOV

2,DK,RF: Goto EMPLCONT


21A

MEDICOV

MEDICOV

Does the money deducted for Social Security cover only the Medicare portion of Social Security?


1. Yes
2. No

Goto EMPLCONT


21A

EMPLCONT

EMPLCONT

Other than Social Security, did any employer or union contribute to (your/NAME's) pension or retirement plan in the past 12 months?


1. Yes
2. No

Goto SEMPFRM


21A

SEMPFRM

SEMPFRM

? [F1]
DURING THE PAST 12 MONTHS -

Did (you/NAME) receive any self-employment income or have a loss?

(Report income from own businesses (farm or non-farm) including proprietorships and partnerships)


1. Yes
2. No

1: Goto SEMPFRMX

2,DK,RF: Goto SOCSRRET


21A

SEMPFRMX

SEMPFRMX

? [F1]

What was the amount?

(Report net income after operating expenses.  Include earning as a tenant farmer or sharecropper.)

      
  If net income was a loss, precede amount with a '-'
           Breakeven = 1


-999999999-999999999: IF SEMPFRMX lt 1 or gt 200000 then
goto ERR1_SEMPFRMX
ELSE goto SOCSRRET

DK,RF: Goto SEMPFRMB


21A

SEMPFRMB

SEMPFRMB

  47    ? [F1]

Could you tell me which range on CARD A best reflects (your/NAME's) income or loss from self-employment during the PAST 12 MONTHS?


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

Goto SOCSRRET


21A

SOCSRRET

SOCSRRET

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/NAME) receive any Social Security or Railroad Retirement benefits?


1. Yes
2. No

1: Goto RRRETIRX

2,DK,RF: Goto SUPPLINC



21A

RRRETIRX

RRRETIRX

? [F1]

What was the amount of the last Social Security or Railroad Retirement payment received?

1-99999999: IF RRRETIRX lt 139 or gt 6000 then
goto ERR1_RRRETIRX
ELSE goto INCMEDCR

DK,RF: Goto RRRETIRB


21A

RRRETIRB

RRRETIRB

 48    ? [F1]

Could you tell me which range on CARD B best reflects the amount of (your/NAME's) last Social Security or Railroad Retirement payment during the PAST 12 MONTHS?



1. Less than $500
2. $500-$699
3. $700-$999
4. $1,000-$1,299
5. $1,300-$1,699
6. $1,700 and over

Goto INCMEDCR


21A

INCMEDCR

INCMEDCR

Is this amount AFTER the deduction for a Medicare premium?


1. Yes
2. No

Goto SS_RRQ


21A

SS_RRQ

SS_RRQ

During the past 12 months, how many Social Security or Railroad Retirement payments did (you/NAME) receive?

IF SS_RRQ gt 12 then goto ERR1_SSRRQ

ELSE goto SUPPLINC


21A

SUPPLINC

SUPPLINC

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/NAME) receive any -

Supplemental Security Income (SSI) payments?


1. Yes
2. No

1: Goto SSIX

2,DK,RF: Goto INDRETAC



21A

SSIX

SSIX

? [F1]

What was the amount?

1-99999999: IF SSIX lt 5 or gt 15180 then goto ERR1_SSIX
ELSE goto INDRETAC

DK,RF: Goto SSIB


21A

SSIB

SSIB

  49    ? [F1]

Could you tell me which range on CARD C best reflects the amount (you/NAME) received in Supplemental Security income during the past 12 months?



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

Goto INDRETAC


21A

INDRETAC

INDRETAC

DURING THE PAST 12 MONTHS -

Did (you/NAME) place any money in a retirement plan such as an Individual Retirement Account (IRA) or Keogh?   Do not include rollovers.


1. Yes
2. No

1: Goto INDRETX

2,DK,RF: Goto S21A_CHECK


21A

INDRETX

INDRETX

How much?

IF INDRETX lt 75 or gt 18000 AND (ne DK or RF) then
goto ERR1_INDRETX

ELSE goto S21A_CHECK


21A


S21A_CHECK

** Non Displayed **

IF no more persons with 8500.INCWEEKQ = 0 or
8500.ANYWORK = 2,DK or RF then goto S21A_END

ELSE goto ANYWORK for the next person


21A


S21A_END

** Non Displayed **

Goto Section 21B


21B

INTERDIV

INTERDIV

? [F1]

fill for INTERDIV

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any interest or dividends?  Report even small amounts credited to an account.


1. Yes
2. No

1: Goto INTRDVX

2,DK,RF: Goto NETRENT


21B

INTRDVX

INTRDVX

? [F1]

What was the amount?

1-99999999: IF INTRDVX gt 18000 then goto ERR1_INTRDVX
ELSE goto NETRENT

DK,RF: Goto INTRDVB


21B

INTRDVB

INTRDVB

  49    ? [F1]

Could you tell me which range on CARD C best reflects the amount (you/you or any members of your household) received in interest or dividends during the PAST 12 MONTHS?


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

Goto NETRENT


21B

NETRENT

NETRENT

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any net rental income or loss?

      
  Net rental income is the total amount after expenses.

1. Yes
2. No

1: Goto NETRENTX

2,DK,RF: Goto ROYEST


21B

NETRENTX

NETRENTX

? [F1]

What was the amount?

  The net amount is the total amount after expenses.

    If income was a loss, precede amount with a '-'.
    Breakeven = 1.

-999999999-999999999: IF (NETRENTX lt -150,000 or gt 48,000) or (NETRENTX = 0) then
goto ERR1_NETRENTX
ELSE goto ROYEST

DK,RF: Goto NETRENTB


21B

NETRENTB

NETRENTB

  49    ? [F1]

Could you tell me which range on CARD C best reflects the total net rental income or loss during the PAST 12 MONTHS?


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. $15,999-$19,999
9. $20,000-$29,999
10. $30,000-$39,999
11. $40,000-$49,999
12. $50,000 and over

Goto ROYEST


21B

ROYEST

ROYEST

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any royalty income or income from estates and trusts?


1. Yes
2. No

1: Goto ROYESTX

2,DK,RF: Goto RETSURV


21B

ROYESTX

ROYESTX

? [F1]

What was the amount?

1-99999999: IF ROYESTX lt 11 or gt 57926 then
goto ERR1_ROYESTX
ELSE goto RETSURV

DK,RF: Goto ROYESTB


21B

ROYESTB

ROYESTB

  49    ? [F1]

Could you tell me which range on CARD C best reflects the total amount received in royalty income or income from estates and trusts during the PAST 12 MONTHS?


1. $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

Goto RETSURV


21B

RETSURV

RETSURV

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any retirement, survivor, or disability pensions?


1. Yes
2. No

1: Goto RETSURVX

2,DK,RF: Goto OTHREG


21B

RETSURVX

RETSURVX

? [F1]

What was the amount?

(Do not include Social Security.)

1-99999999: IF RETSURVX lt 125 or gt 10530 then
goto ERR1_RETSURVX
ELSE goto OTHREG

DK,RF: Goto RETSURVB


21B

RETSURVB

RETSURVB

  49    ? [F1]

Could you tell me which range on CARD C best reflects the total amount received in retirement, survivor, or disability pensions during the PAST 12 MONTHS?


1. $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

Goto OTHREG


21B

OTHREG

OTHREG

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive income on a REGULAR basis from any other source such as Veteran's Administration (VA) payments, unemployment compensation, child support, or alimony?


1. Yes
2. No

1: Goto OTHREGX

2,DK,RF: Goto LUMPSUM


21B

OTHREGX

OTHREGX

? [F1]

What was the amount from all sources?

(Do not include lump sum payments such as money from an inheritance or sale of a home.)

1-99999999: IF OTHREGX lt 58 or gt 29812 then goto
ERR1_OTHREGX
ELSE goto LUMPSUM

DK,RF: Goto OTHREGB


21B

OTHREGB

OTHREGB

  49    ? [F1]

Could you tell me which range on CARD C best reflects the total amount received in Veteran's Administration (VA) payments, unemployment compensation, child support, or alimony during the PAST 12 MONTHS?


1. $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

Goto LUMPSUM


21B

LUMPSUM

LUMPSUM

? [F1]

DURING THE PAST 12 MONTHS - 

Did (you/you or any members of your household) receive any lump sum payments from insurance, estates, trusts, royalties, child support, alimony, prizes or games of chance, or from persons outside your household?


1. Yes
2. No

1: Goto LUMPSUMX

2,DK,RF: Goto OTHERINC


21B

LUMPSUMX

LUMPSUMX

? [F1]

What was the total amount received (by all household members/ )?

1-99999999: IF LUMPSUMX lt 5 or gt 106000 then
goto ERR1_LUMPSUMX
ELSE goto OTHERINC

DK,RF: Goto LUMPSUMB


21B

LUMPSUMB

LUMPSUMB

  49    ? [F1]

Could you tell me which range on CARD C best reflects the total lump sum payments during the PAST 12 MONTHS?


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

Goto OTHERINC


21B

OTHERINC

OTHERINC

? [F1]

DURING THE PAST 12 MONTHS - 

Did (you/you or any members of your household) receive any other money income, including money received from cash scholarship and fellowships, stipends not based on working, or from the care of foster children, not already reported?


1. Yes
2. No

1: Goto OTHRINCX

2,DK,RF: Goto EITC


21B

OTHRINCX

OTHRINCX

? [F1]

What was the total amount received (by all household members/ )?

1-99999999: IF OTHRINCX lt 100 or gt 23404 then
goto ERR1_OTHRINCX
ELSE goto EITC

DK,RF: Goto OTHRINCB


21B

OTHRINCB

OTHRINCB

  49    ? [F1]

Could you tell me which range on CARD C best reflects the total amount of other money income received during the PAST 12 MONTHS?


1. $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

Goto EITC


21B

EITC

EITC

? [F1]

The Earned Income Tax Credit is a benefit for certain people who work and have low to moderate wages.  A tax credit means more money in your pocket.  It reduces the amount of tax you owe and may also give you a refund.

During the past 12 months, did (you/you or any members of your household) claim an Earned Income Tax Credit on your federal income tax return?


1. Yes
2. No

Goto MISCTAX


21B

MISCTAX

MISCTAX

DURING THE PAST 12 MONTHS

Did  (you/you or any members of your household) PAY any inheritance or estate tax?  


1. Yes
2. No

1: Goto MISCTAXX

2,DK,RF: Goto FOODSMP


21B

MISCTAXX

MISCTAXX

What was the total amount PAID (by all household members/ )?

IF MISCTAXX lt 35 or gt 6500 and (ne DK or RF) then
goto ERR1_MISCTAXX

ELSE goto FOODSMP


21B

FOODSMP

FOODSMP

DURING THE PAST 12 MONTHS - 

Did anyone in this household receive Food Stamps or a Food Stamp benefit card?  Include government benefits from the Supplemental Nutritional Assistance Program (SNAP).  Do NOT include WIC or the National School Lunch Program.


1. Yes
2. No

1: Goto FS_MTHI

2,DK,RF: Goto WELFARE


21B

FS_MTHI

FS_MTHI

In how many of the past 12 months were food stamps or EBTs received?

Goto FS_AMT


21B

FS_AMT

FS_AMT

What was the dollar value of the last food stamps or EBT received?

1-99999999: IF FS_AMT lt 10 or gt 540 then goto ERR1_FS_AMT
ELSE goto WELFARE

DK,RF: Goto WELFARE


21B

WELFARE

WELFARE

? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of this household, including children,) receive any welfare payments or cash assistance from the state or local welfare office?

Please include even if only for one month.  Do NOT include benefits from food, energy, or rental assistance programs.


1. Yes
2. No

1: Goto WELFAREX

2,DK,RF: Goto MEALSPAY


21B

WELFAREX

WELFAREX

? [F1]

What was the amount for the PAST 12 MONTHS?

1-99999999: IF WELFAREX lt 120 or gt 11064 then goto
ERR1_WELFAREX
ELSE goto MEALSPAY

DK,RF: Goto WELFAREB


21B

WELFAREB

WELFAREB

 49    ? [F1]

Could you tell me which range on CARD C best reflects the total amount of income from cash assistance from state or local government welfare programs during the PAST 12 MONTHS?


1. $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

Goto MEALSPAY


21B

MEALSPAY

MEALSPAY

DURING THE PAST 12 MONTHS -

Have (you/you or any members of your household) received any free meals at work as part of your pay?


1. Yes
2. No

1: Goto MLPAYWKX

2,DK,RF: Goto S21B_END


21B

MLPAYWKX

MLPAYWKX

About what was the WEEKLY dollar value of these meals?

IF MLPAYWKX lt 18 or gt 3213 and (ne DK or RF) then
goto ERR1_MLPAYWKX

ELSE goto MLPYQWKS


21B

MLPYQWKS

MLPYQWKS

How many weeks did (you/you or any members of your household) receive such meals during the past 12 months?

Goto S21B_END


21B


S21B_END

** Non Displayed **

Exit block and goto S21RECRD


21

S21RECRD

S21RECRD

  Were records used to answer the questions in section 21?

1. Yes
2. No

1: Goto S21TPRC

2: Exit block and goto Section 22 - BSECT22


21

S21TPRC

S21TPRC

        What types of bills, receipts, or records did the respondent(s) use?

        Enter all that apply, separate with commas.             

                  


1. Bills/Statements
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Paystub
8. Other - specify

1-7: Exit block and goto Section 22 - BSECT22

8: Goto S21TPRCS


21

S21TPRCS

S21TPRCS

  Specify

Exit block and goto Section 22 - BSECT22


21


S21FRCD

** Not Displayed **



21


S21DATE

** Not Displayed **



22

LIAINTRO

LIAINTRO

The next few questions are about financial assets, credit, and loans.  We know people aren't used to discussing their debt and financial assets, but we use this information to get a picture of how spending relates to changes in debt and savings.  Be assured that, like all other information you have provided, these answers will be kept strictly confidential.  For these questions, bank statements, credit card statements, and loan statements will be helpful.

1. Enter 1 to Continue

Goto IRAX


22

IRAX

IRAX

? [F1]

As of TODAY -- 

What is the total value of all retirement accounts such as 401(k)s, IRAs, Thrift Savings Plans that (you/your household) (own/owns)?

    If no retirement accounts, enter 0

0-999999999999: IF IRAX gt 600000 then goto ERR1_IRAX
ELSE Goto IRAYRX

DK,RF: Goto IRAB


22

IRAB

IRAB

50     ? [F1]

Could you tell me which range on CARD D best reflects the total value of all retirement accounts such as 401(k)s, IRAs, and Thrift Savings Plans?


1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

1-6: Goto IRAYRX

DK,RF: Goto DEFBENRP


22

IRAYRX

IRAYRX

? [F1]

What was the total value of all retirement accounts ONE YEAR AGO TODAY?

0-999999999999: IF IRAYRX gt 600000 then goto ERR1_IRAYRX
Else Goto DEFBENRP

DK,RF: Goto IRAYRB


22

IRAYRB

IRAYRB

50    ? [F1]

Could you tell me which range on CARD D best reflects the total value of all retirement accounts ONE YEAR AGO TODAY?


1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

Goto DEFBENRP


22

DEFBENRP

DEFBENRP

? [F1]

Do (you/you or any members of your household) have a defined benefit retirement plan, such as a pension from an employer?


1. Yes
2. No

Goto STOCK


22

STOCK

STOCK

? [F1]

Do (you/you or any members of your household) have any directly-held stocks, bonds, or mutual funds (Not in Retirement accounts/ )?

     
  Include U.S. savings bonds

1. Yes
2. No

1: Goto STOCKX

2,DK,RF: Goto LIQUIDX


22

STOCKX

STOCKX

? [F1]

As of TODAY -- 

What is the total value of all directly-held stocks, bonds, and mutual funds (Not in Retirement accounts/ ) that (you/your household) (own/owns)?

     
  Include US savings bonds

1-999999999999: IF STOCKX lt 5 or gt 600000 then
goto ERR1_STOCKX
ELSE goto STOCKYRX

DK,RF: Goto STOCKB


22

STOCKB

STOCKB

50    ? [F1]

Could you tell me which range on CARD D best reflects the total value of all directly-held stocks, bonds, and mutual funds (Not in Retirement accounts/ )?

     
  Include US savings bonds

1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

1-6: Goto STOCKYRX

DK,RF: Goto LIQUIDX


22

STOCKYRX

STOCKYRX

? [F1]

What was the total value of all directly-held stocks, bonds, and mutual funds (Not in Retirement accounts/ ) ONE YEAR AGO TODAY?

        Include US savings bonds

0-999999999999: IF STOCKYRX lt 5 or gt 600000 then
goto ERR1_STOCKYRX
ELSE goto LIQUIDX

DK,RF: Goto STOCKYRB


22

STOCKYRB

STOCKYRB

50    ? [F1]

Could you tell me which range on CARD D best reflects the total value of all directly-held stocks, bonds, and mutual funds (Not in Retirement accounts/ ) ONE YEAR AGO TODAY?

     
  Include US savings bonds

1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

Goto LIQUIDX


22

LIQUIDX

LIQUIDX

? [F1]

As of TODAY --

What is the total value of all checking, savings, money market accounts, and certificates of deposit or CDs (you/your household) (have/has)?

0-999999999999: IF LIQUIDX gt 200000 then goto ERR1_LIQUIDX
ELSE goto LIQUDYRX

DK, RF: Goto LIQUIDB


22

LIQUIDB

LIQUIDB

 51    ? [F1]

Could you tell me which range on CARD E best reflects the total value of checking, savings, money market accounts, and certificates of deposit or CDs?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

1-6: Goto LIQUDYRX

DK, RF: Goto WHOLIF


22

LIQUDYRX

LIQUDYRX

? [F1]

What was the total value of all checking, savings, money market accounts, and certificates of deposit or CDs ONE YEAR AGO TODAY?

0-999999999999: IF LIQUDYRX gt 200000 then
goto ERR1_LIQUDYRX
ELSE goto WHOLIF

DK, RF: Goto LIQUDYRB


22

LIQUDYRB

LIQUDYRB

 51    ? [F1]

Could you tell me which range on CARD E best reflects the total value of all checking, savings, money market accounts, and certificates of deposit or CDs ONE YEAR AGO TODAY?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

Goto WHOLIF


22

WHOLIF

WHOLIF

? [F1]
(Do/Does) (you/your household) own any whole life insurance or other life insurance policies that can be surrendered for cash or borrowed against prior to the death of the person insured?

     
  Also include universal life and variable life insurance
     
  Do NOT include term life insurance or other policies that only have a benefit upon death or disability

1. Yes
2. No

1: Goto WHOLIFX

2,DK,RF: Goto OTHAST


22

WHOLIFX

WHOLIFX

? [F1]

As of TODAY --

What is the total surrender value of these policies?

     
  Surrender value is also known as the cash value

     
  Enter the amount that can be borrowed or withdrawn prior to death, NOT the benefit upon
           death of the insured

1-999999999999: IF WHOLIFX gt 70000 then goto ERR1_WHOLIFX
ELSE goto WHLFYRX

DK,RF: Goto WHOLIFB


22

WHOLIFB

WHOLIFB

 51    ? [F1]
Could you tell me which range on CARD E best reflects the total surrender value of these policies?

         Surrender value is also known as the cash value
      
  Enter the amount that can be borrowed or withdrawn prior to death,
           NOT the benefit upon death of the insured


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

1-6: Goto WHLFYRX

DK,RF: Goto OTHAST


22

WHLFYRX

WHLFYRX

? [F1]

What was the total surrender value of these policies ONE YEAR AGO TODAY?

         Surrender value is also known as the cash value

      
  Enter the amount that can be borrowed or withdrawn prior to death, NOT the benefit upon
           death of the insured

0-999999999999: IF WHLFYRX gt 70000 then goto ERR1_WHLFYRX
ELSE goto OTHAST

DK,RF: Goto WHLFYRB


22

WHLFYRB

WHLFYRB

 50    ? [F1]
Could you tell me which range on CARD E best reflects the total surrender value of these policies ONE YEAR AGO TODAY?

     
  Surrender value is also known as the cash value
      
  Enter the amount that can be borrowed or withdrawn prior to death, NOT the benefit upon
            death of the insured


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

Goto OTHAST


22

OTHAST

OTHAST

(Do/Does) (you/your household) have any other financial assets, such as annuities, trusts, and royalties?

1. Yes
2. No

1: Goto OTHASTX

2,DK,RF: Goto CREDIT


22

OTHASTX

OTHASTX

As of TODAY --

What is the total value of these other financial assets?

1-999999999999: IF OTHASTX lt 5 or gt 600000 then
goto ERR1_OTHASTX
ELSE goto OTHSTYRX

DK, RF: Goto OTHASTB


22

OTHASTB

OTHASTB

50

Could you tell me which range on CARD D best reflects the total value of these other financial assets?


1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

1-6: Goto OTHSTYRX

DK, RF: Goto CREDIT


22

OTHSTYRX

OTHSTYRX

What was the total value of these other financial assets ONES YEAR AGO TODAY?

0-999999999999: IF OTHSTYRX lt 5 or gt 600000 then
goto ERR1_OTHSTYRX
ELSE goto CREDIT

DK,RF: Goto OTHSTYRB


22

OTHSTYRB

OTHSTYRB

50

Could you tell me which range on CARD D best reflects the total value of these other financial assets ONE YEAR AGO TODAY?


1. $0-$1,999
2. $2,000-$9,999
3. $10,000-$49,999
4. $50,000-$199,999
5. $200,000-$449,999
6. $450,000 and over

Goto CREDIT


22

CREDIT

CREDIT

? [F1]

As of TODAY --

(Do/Does) (you/your household) have a balance on any major credit cards including store cards and gas cards?


1. Yes
2. No

1: Goto CREDITX

2,DK,RF: Goto STUDNT


22

CREDITX

CREDITX

? [F1]

What is the total amount owed on all cards?

1-999999999999: IF CREDIT lt 10 or gt 30000 then
goto ERR1_CREDITX
ELSE goto CREDTYRX

DK, RF: Goto CREDITB


22

CREDITB

CREDITB

 51    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all major credit cards including store cards and gas cards?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

1-6: Goto CREDTYRX

DK,RF: Goto CREDFINX


22

CREDTYRX

CREDTYRX

? [F1]

What was the total amount owed on all cards ONE YEAR AGO TODAY?

0-999999999999: IF CREDTYRX lt 10 or gt 30000 then
goto ERR1_CREDTYRX
ELSE goto CREDFINX

DK, RF: Goto CREDYRB


22

CREDYRB

CREDYRB

 51    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all major credit cards including store cards and gas cards ONE YEAR AGO TODAY?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

Goto CREDFINX


22

CREDFINX

CREDFINX

What was the total amount paid in finance, late charges, and interest for all cards in (last month)?

0-999999999999: IF CREDFINX gt 700 then goto ERR1_CREDFINX
ELSE Goto STUDNT

DK, RF: Goto STUDNT


22

STUDNT

STUDNT

? [F1]

As of TODAY --

(Do/Does) (you/your household) have any student loans?


1. Yes
2. No

1: Goto STUDNTX

2, DK, RF: Goto OTHLOAN


22

STUDNTX

STUDNTX

? [F1]

What is the total amount owed on all student loans?

1-999999999999: IF STUDNTX lt 50 or gt 72000 then
goto ERR1_STUDNTX
ELSE goto STDNTYRX

DK, RF: Goto STUDNTB


22

STUDNTB

STUDNTB

 51    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all student loans?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

1-6: Goto STDNTYRX

DK, RF: Goto STUDFINX


22

STDNTYRX

STDNTYRX

? [F1]

What was the total amount owed on all student loans ONE YEAR AGO TODAY?

0-999999999999: IF STDNTYRX lt 50 or gt 72000 then
goto ERR1_STDNTYRX
ELSE goto STUDFINX

DK, RF: Goto STDNTYRB


22

STDNTYRB

STDNTYRB

 51    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all student loans ONE YEAR AGO TODAY?


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

Goto STUDFINX


22

STUDFINX

STUDFINX

What was the total amount paid in finance, late charges, and interest for all student loans in (last month)?

0-999999999999: IF STUDFINX gt 375 then goto ERR1_STUDFINX
ELSE goto OTHLOAN

DK, RF: Goto OTHLOAN


22

OTHLOAN

OTHLOAN

? [F1]
As of TODAY --

(Do/Does) (you/your household) have any other debt such as medical loans or personal loans?

     
  Do not include mortgages, home equity loans, or vehicle loans


1. Yes
2. No

1: Goto OTHLONX

2,DK,RF: Goto S22_END


22

OTHLONX

OTHLONX

? [F1]

What is the total amount owed on all other loans?

     
  Do not include mortgages, home equity loans, or vehicle loans

1-999999999999: IF OTHLONX lt 50 or gt 72000 then
goto ERR1_OTHLONX
ELSE goto OTHLNYRX

DK,RF: Goto OTHLONB


22

OTHLONB

OTHLONB

 51    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all other loans?

     
  Do not include mortgages, home equity loans, or vehicle loans


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

1-6: Goto OTHLNYRX

DK,RF: Goto OTHFINX


22

OTHLNYRX

OTHLNYRX

? [F1]

What was the total amount owed on all other loans ONE YEAR AGO TODAY?

     
  Do not include mortgages, home equity loans, or vehicle loans

0-999999999999: IF OTHLNYRX lt 50 or gt 72000 then
goto ERR1_OTHLNYRX
ELSE goto OTHFINX

DK,RF: Goto OTHLNYRB


22

OTHLNYRB

OTHLNYRB

 51    ? [F1]

Could you tell me which range on CARD E best reflects the total amount owed on all other loans ONE YEAR AGO TODAY?

     
  Do not include mortgages, home equity loans, or vehicle loans


1. $0-$499
2. $500-$999
3. $1,000-$2,499
4. $2,500-$9,999
5. $10,000-$34,999
6. $35,000 and over

Goto OTHFINX


22

OTHFINX

OTHFINX

What was the total amount paid in finance, late charges, and interest for all other loans in (last month)?

     
  Do not include mortgages, home equity loans, or vehicle loans

0-999999999999: IF OTHFINX gt 375 then goto ERR1_OTHFINX
ELSE goto S22_END

DK, RF: Goto S22_END


22


S22_END

** Non Displayed **

Goto S22RECRD


22

S22RECRD

S22RECRD

  Were records used to answer the questions in section 22?

1. Yes
2. No

1: Goto S22TPRC

2: Exit block and goto the back - BBACK


22

S22TPRC

S22TPRC

        What types of bills, receipts, or records did the respondent(s) use?

        Enter all that apply, separate with commas.             


                  

1. Bills/Statements
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Paystub
8. Other - specify

1-7: Exit block and goto the back - BBACK

8: Goto S22TPRCS


22

S22TPRCS

S22TPRCS

  Specify

Exit block and goto the back - BBACK


22


S22FRCD

** Not Displayed **



22


S22DATE

** Not Displayed **



BACK


AFTERMID

** Non Displayed **

IF COMPLETE_FLAG = 1 then goto BResp_Debrief
ELSEIF START = 4 OR INTROB = 2 or 4 then goto VERIFY_INFO
ELSEIF START = 3 then goto TRANS
ELSEIF INTROB = 5 OR REPLACE_VER2 = 1 OR START = 6 or
EARLY_PICKUP_CK = 3 then goto DONE
ELSEIF NONTYP_V1 = 1-3 or NONTYP_V2 = 1-3 then goto THANK2
ELSEIF Debit_flag = EMPTY and Outcome_Recall = 201 AND
Fprimary[2] = 0 then goto DEBIT_CARD
ELSEIF Debit_flag = EMPTY and Outcome_Recall = 201 AND
Fprimary[2] <> 0 then goto DEBIT_CARD_Spawn
ELSEIF START = 7 then goto BlkAppt.Complete_DB
ELSE goto APPTOTH



DEBIT_CARD

DEBIT_CARD

Thank you for your participation in the study so far.  Here is a $20 debit card for completion of the first part of the interview.  (You and your household members will be eligible for additional debit cards/You will be eligible for an additional debit card/You will be eligible for, if you complete the rest of the study.

  Hand respondent a debit card and give them the password.

     
Debit Card Number:  (Debit Card Number)
      Pin:   (Pin)


    If necessary, explain how it can be used.

1. Enter 1 to Continue

IF Complete_Flag = 1 then goto BResp_Debrief

ELSE goto APPTOTH



DEBIT_CARD_Spawn

DEBIT_CARD_Spawn

Thank you for your participation in the study so far.  Here is a $20 debit card for completion of the first part of the interview.  (You and your household members will be eligible for additional debit cards/You will be eligible for an additional debit card/You will be eligible for, if you complete the rest of the study.

  Enter Debit Card Number

    Hand respondent a debit card and give them the password.

  
  If necessary, explain how it can be used.

IF Complete_Flag = 1 then goto BResp_Debrief

ELSE goto APPTOTH


BACK

APPTOTH

APPTOTH

I'd like to schedule a DATE to (complete the (visit 1/visit 2) interview/conduct the interview/conduct the visit 2 interview).
What DATE AND TIME would be best to visit again?

       
(Best callback dates: (Dates)/Diary Placement Dates: (dates))

        
Today is: (current date)                           B.   Battery problem

       
  Missing Sections:  Press shift-F5 to view status 

25 characters: Goto THANKCB

B: Goto DONE


BACK

THANKCB

THANKCB

Thank you.

I will come back at the time suggested

   
  Revisit   (Appointment information)

1. Enter 1 to Continue

IF VISITNUM = 1 AND Outcome_Recall = 201 and
Outcome_Place = 201 and BV2Instruct.V2_INSTRUCTIONS = 1
then goto BFR_Debrief

ELSE goto VERIFY_INFO


Back

RDB1

RDB1

Before we wrap up, I have a few questions about your experience during this survey.

In the first letter we sent you, explaining the study and asking for you to participate, we included a two dollar bill.  Do you remember getting this money?

 

1. Yes
2. No

1: Goto RDB1a

2,DK,EMPTY: Goto RDB2


Back

RDB1a

RDB1a

What was your reaction to getting this money?

Goto RDB2


Back

RDB2

RDB2

(Before we wrap up, I have a few questions about your experience during this survey.)
For completing the first interview, you recevied a $20 debit card.  Did you have any problems using the debit card?


1. Yes
2. No
3. Haven't tried to use it

1: Goto RDB2a

2,3,DK,EMPTY: Goto RDB3


Back

RDB2a

RDB2a

What problems did you have?

Goto RDB3


Back

RDB3

RDB3

Did the money you received impact your decision to answer the survey or complete the diary?

1. Yes
2. No

Goto RDB4


Back

RDB4

RDB4

Do you have any comments about the use of these incentives in our study?

Goto RDB5


Back

RDB5

RDB5

For the second part of the study, we asked you to collect some bills and records to help you answer the questions.  How much time did you spend collecting records?  

      
   Enter in minutes
        
    Enter 0 is no records were used

0: Goto RDB7

1-999,EMPTY: Goto RDB5a


Back

RDB5a

RDB5a

Would you say that the amount of time you spent collecting records was

  
Read each item on the list

1. Reasonable?
2. Somewhat reasonable?
3. Somewhat unreasonable?
4. Unreasonable?

IF NUMHOUSE gt 1 then goto RDB6

ELSE goto RDB7


Back

RDB6

RDB6

Did any other household members collect any records?

1. Yes
2. No

Goto RDB7


Back

RDB7

RDB7

Are any of your financial records electronic? Such as online bank statements, utility or mortgage statements?

1. Yes
2. No

1: Goto RDB7a

2,DK,EMPTY: Goto RDB8


Back

RDB7a

RDB7a

  If respondent had electronic records available electronically during the interview,
     enter 2 and do not ask the question


Did you access any of your electronic records before our interview?


1. Yes, I printed them out
2. Yes. I had them available electronically during the interview
3. No

1,2,DK,EMPTY: Goto RDB8

3: Goto RDB7b


Back

RDB7b

RDB7b

Why did you not access your electronic records before our interview?

Goto RDB8


Back

RDB8

RDB8

Were there any records that you found, or could have found, that you chose not to use in the interview?

1. Yes
2. No

1: Goto RDB8a

2,DK,EMPTY: Goto RDB9


Back

RDB8a

RDB8a

What was the reason that you did not use those records?

1. Confidentiality or privacy concerns
2. Electronic records not able to download or print
3. Paper records not able to find
4. Other, specify

1-3,EMPTY: Goto RDB9

4: Goto RDB8b


Back

RDB8b

RDB8b

  Specify

Goto RDB9


Back

RDB9

RDB9

Were there any records that were difficult to collect?

1. Yes
2. No

1: Goto RDB9a

2,DK,EMPTY: GOto RDB10


Back

RDB9a

RDB9a

Which records were difficult to collect?

Goto RDB10


Back

RDB10

RDB10

I gave you a checklist to show you which records to collect. 
How useful was that checklist?


1. Very useful
2. Somewhat useful
3. Not very useful
4. Not at all useful
5. I didn't get a checklist

IF (ANY TblPlacement.Bpersons.DIARY_TYPE = 1 or 2) AND
NUMHOUSE gt 1 then goto RDB11

ELSEIF (ANY TblPlacement.Bpersons.DIARY_TYPE = 1 or 2) AND
NUMHOUSE = 1 then goto RDB12

ELSE goto RDB17a



RDB11

RDB11

We asked you to share information about how to complete the diary with other people in your household. Were you able to share the information with all other household members?

1. Yes
2. No
3. Not applicable

1, 3, EMPTY: Goto RDB12

2: Goto RDB11a



RDB11a

RDB11a

Who were you not able to share this information with?

   
  Enter all that apply, separate with commas

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

Goto RDB11b



RDB11b

RDB11b

Why were you unable to share the information?

Goto RDB12



RDB12

RDB12

We also asked you to complete a diary during the week. How much time did you spend filling in your diary throughout the week? 

            
  Enter in minutes

Goto RDB12a



RDB12a

RDB12a

Would you say that the amount of time you spent filling in the diary was

  
Read each item on the list

1. Reasonable?
2. Somewhat reasonable?
3. Somewhat unreasonable?
4. Unreasonable?

Goto RDB12b



RDB12b

RDB12b

Where did you typically fill out your diary?

    
Enter all that apply, separate with commas
 


1. At home
2. At work
3. Other, specify

1,2,EMPTY: IF NUMHOUSE gt 1 then goto RDB13
ELSEIF ANY DIARY_TYPE = 1 then goto RDB14a
ELSEIF ANY DIARY_TYPE = 2 then goto RBD16
ELSE goto RDB17

3: Goto RDB12c



RDB12c

RDB12c

  Specify

IF NUMHOUSE gt 1 then goto RDB13

ELSEIF ANY DIARY_TYPE = 1 then goto RDB14a

ELSEIF ANY DIARY_TYPE = 2 then goto RBD16

ELSE goto RDB17



RDB13

RDB13

Did any other household members fill in a diary?

1. Yes
2. No
3. Not applicable

1: Goto RDB13a

2,3,DK,EMPTY: Goto RDB13a1



RDB13a

RDB13a

How long do you think they spent filling out their diaries all together throughout the week? 

            
  Enter in minutes

Goto RDB13b



RDB13b

RDB13b

Where did they typically fill out their diaries?

  
  Enter all that apply, separate with commas

1. At home
2. At work
3. Other, specify

IF 3 selected then goto RDB13c
ELSE goto RDB13a1



RDB13c

RDB13c

  Specify

Goto RDB13a1


Back

RDB13a1

RDB13a1

Did you record any expenditures on behalf of other household members into your diary (excluding shared household expenses)?

1. Yes
2. No

Goto RDB13a2


Back

RDB13a2

RDB13a2

Would you prefer having a single diary for the whole household or having an individual diary for each member of the household?

1. Prefer a single diary for the whole household
2. Prefer individual diaries

IF ANY DIARY_TYPE = 1 then goto RDB14a
ELSEIF ANY DIARY_TYPE = 2 then goto RBD16
ELSE goto RDB17



RDB14a

RDB14a

Overall, did you have any problems using the diary online?

1. Yes, specify
2. No

1: Goto RDB14b

2,DK,EMPTY: Goto RDB14g



RDB14b

RDB14b

  Specify

Goto RDB14c



RDB14c

RDB14c

Did you have any problems logging into the diary?

1. Yes, specify
2. No

1: Goto RDB14d

2,DK,EMPTY: Goto RDB14g



RDB14d

RDB14d

  Specify

Goto RDB14e



RDB14e

RDB14e

Did you have any problems entering your spending?

1. Yes, specify
2. No

1: Goto RDB14f

2,DK,EMPTY: Goto RDB14g



RDB14f

RDB14f

  Specify

Goto RDB14g



RDB14g

RDB14g

I gave you instructions on how to use the diary, how useful were the instructions?

1. Very useful
2. Somewhat useful
3. Not very useful
4. Not at all useful

Goto RDB15



RDB15

RDB15

I also left a user guide for help with using the online diary.  How useful were those pages?

1. Very useful
2. Somewhat useful
3. Not very useful
4. Not at all useful

IF ANY DIARY_TYPE = 2 then goto RDB16
ELSE goto RDB17



RDB16

RDB16

I provided instructions on how to fill out the paper diary, how useful were the instructions?

1. Very useful
2. Somewhat useful
3. Not very useful
4. Not at all useful

IF ANY TblPlacement.BPersons.DIARY_TYPE = 1 then goto RDB17

ELSE goto RDB18



RDB17

RDB17

Did you call the help desk during the week?

1. Yes
2. No

1: Goto RDB17a

2,DK,EMPTY: Goto RDB18



RDB17a

RDB17a

Why did you call the help desk?

Goto RDB17b



RDB17b

RDB17b

Did the help desk give you the information or assistance you were looking for?

1. Yes
2. No

Goto RDB18



RDB18

RDB18

Thank you so much for participating in our study.  We're looking for ways to make the survey easier for people like yourselves, while still collecting the data that is so valuable for the country.  Do you have any suggestions how we could improve the process, including the diary and both interviews? 

Exit block and goto DK_CHECK


BACK

DK_CHECK

DK_CHECK

   Are there any Don't Know items that you need to callback for?

            
  Press Ctrl-M to review all Don't Knows
  


1. Yes
2. No

1: Goto DK_APPT

2: Goto THANKYOU


BACK

DK_APPT

DK_APPT

I'd like to schedule a DATE to complete the missing items.
What DATE AND TIME would be best to visit you again?

  Today is (current date)

  DK Items:  Press Ctrl-M to review all Don't Knows

Goto DK_THANK


BACK

DK_THANK

DK_THANK

Thank you.

I will come back at the time suggested.

  Revisit:  (Appointment information)

1. Enter 1 to Continue

Goto VERIFY_INFO


BACK

THANKYOU

THANKYOU

This concludes the interview.  Thank you for your patience, and for taking the time to answer
our questions.  You and anyone who completed a diary will receive a debit card in the mail.


1. Enter 1 to Continue

Goto COMPLETE_DB


BACK

THANK2

THANK2

Thank you for your time.  You've been very helpful.

1. Enter 1 to Continue

Goto DONE


BACK

TRANS

TRANS


        
  Are you ready to transmit this case?

      

1. Yes
2. No

1: Goto MISS_SEC

2: Goto VERIFY_INFO


BACK

MISS_SEC

MISS_SEC

           No survey data were collected for a required section(s).
       
       
  Press F5 to view status table 

        Enter the reason that best describes why survey data was not collected.

Goto Complete_DB



Complete_DB

Complete_DB

  Complete FR Debriefing now?

1. Yes
2. No

1: Goto BFR_Debrief

2: Exit block and goto VERIFY_INFO


BACK

HOW_INTV_V1

HOW_INTV_V1

    How did you collect the recall sections for the visit 1 interview for this household?

1. Personal visit for all sections
2. Personal visit for all sections, but telephone followup for some questions
3. Personal visit for more than half of the sections, the rest by telephone
4. Equally split between personal visit and telephone
5. Telephone for more than half of the sections, the rest by personal visit
6. Telephone for all sections

1: Goto CONVREF_V1

2,6: Goto TEL_RESN_V1

3,4,5: Goto TEL_SECT_V1


BACK

TEL_SECT_V1

TEL_SECT_V1

  Which of these sections did you collect entirely by telephone?    

          Enter all that apply, separate with commas.
   
  


1. Section 6 Appliances
2. Section 8 Home furnishings, cable, internet
3. Section 17 Subscriptions
4. Section 18 Trips and Vacations
5. Section 19 Miscellaneous Expenses

Goto CONVREF_V1


BACK

CONVREF_V1

CONVREF_V1

     Was this a converted refusal?
                                             
                

1. Yes
2. No

IF HOW_INTV_V1 = 1 or 6 then goto SNGL_INT_V1

ELSE goto RESPON_V1


BACK

SNGL_INT_V1

SNGL_INT_V1

  Were you able to conduct the visit 1 interview in a single (visit/call)?

1. Yes
2. No

Goto RESPON_V1


BACK

RESPON_V1

RESPON_V1

        Enter the line number of the MAIN visit 1 respondent.      

1. ^NAME[1]
2. ^NAME[2]
3. ^NAME[3]
4. ^NAME[4]
5. ^NAME[5]
6. ^NAME[6]
7. ^NAME[7]
8. ^NAME[8]
9. ^NAME[9]
10. ^NAME[10]
11. ^NAME[11]
12. ^NAME[12]
13. ^NAME[13]
14. ^NAME[14]
15. ^NAME[15]
16. ^NAME[16]
17. ^NAME[17]
18. ^NAME[18]
19. ^NAME[19]
20. ^NAME[20]
21. ^NAME[21]
22. ^NAME[22]
23. ^NAME[23]
24. ^NAME[24]
25. ^NAME[25]
26. ^NAME[26]
27. ^NAME[27]
28. ^NAME[28]
29. ^NAME[29]
30. ^NAME[30]
95. Proxy Respondent

If (BControlcard.TUnit1.Person.HH_MEM[RESPON_V1] = 2) OR
(BControlcard.TUnit2.Person.AGERNG[RESPON_V1] = 1) OR
(BControlcard.TUnit1.Person.PERSTAT[RESPON_V1] = 7, 8 or 99) OR
(BControlcard.TUnit1.Person.MEMBSTAT[RESPON_V1] = 1, 3 or 5)
then goto CK_RESPON_V1

ELSE goto USERECS_V1


BACK

USERECS_V1

USERECS_V1

     In the visit 1 recall interview, how often did the respondent consult records?

                  

1. Always or almost always (90% of the time or more)
2. Most of the time (50% to 89% of the time)
3. Occasionally (10% to 49% of the time)
4. Never or almost never (less than 10% of the time)

1-3: Goto TYPERECS_V1

4: Goto HOMEFILE_V1


BACK

TYPERECS_V1

TYPERECS_V1

        What types of bills, receipts, or records did the respondent(s) use to answer visit 1 recall expenditure
         questions?

        Enter all that apply, separate with commas.             


                  

1. Bills
2. Checkbook ledger or check stubs
3. Personal finance or budgeting software records
4. Receipts of purchase (e.g., sales slips)
5. Contracts of agreements
6. Bank statements or online bill-paying statements
7. Other- specify

1-6: Goto RECT_SEC_V1

7: Goto SPECRECS_V1


BACK

SPECRECS_V1

SPECRECS_V1

  Specify  (Do not include any PII in your answer.)

Goto RECT_SEC_V1


BACK

RECT_SEC_V1

RECT_SEC_V1

  Which of these sections did the respondent(s) use bills, receipts, or other resources to answer
    the visit 1 recall expenditure  questions?

 
           
Enter all that apply, separate with commas.

1. Section 6 Appliances
2. Section 8 Home furnishings, cable, internet
3. Section 17 Subscriptions
4. Section 18 Trips and Vacations
5. Section 19 Miscellaneous Expenses

Goto HOMEFILE_V1


BACK

HOMEFILE_V1

HOMEFILE_V1

      Did you give the respondent the checklist/folder for visit 2 records?
                                             
                    

1. Yes
2. No

Goto INFOBOOK_V1


BACK

INFOBOOK_V1

INFOBOOK_V1

        In the visit 1 interview, how often did the respondent consult the information booklet?

          If reading the book to the respondent, enter 5.

                                             
                    

1. Almost always (90% of the time or more)
2. Most of the time (50% to 89% of the time)
3. Occasionally (10% to 49% of the time)
4. Never or almost never (less than 10% of the time)
5. The respondent did not have access to the information booklet.

Goto SECRF_V1


Back

SECTION_RF1

SECTION_RF1

  Did the respondent refuse to answer any of the visit 1 recall sections?
 


1. Yes
2. No

Goto ORDER_V1


BACK

ORDER_V1

ORDER_V1

     Were you able to complete the interview in the order in which you were trained?
                                             


1. Yes
2. No

1: Goto RECALL_NOTES

2: Goto ORDER2_V1


BACK

ORDER2_V1

ORDER2_V1

     Why were you unable to complete the visit 1interview in the order in which you were trained?
     
  (Do not include any PII in your answer.)
     
                                             

Goto RECALL_NOTES


BACK

RECALL_NOTES

RECALL_NOTES

    Enter any information about this case's recall interview you'd like to share with BLS.
      (Do not include any PII in your answer.)
    Describe any problems, issues or concerns the respondent experienced or expressed about the recall
    interview.  Note anything unusual or unexpected that happened during the recall interview, or anything that
    might have affected the data or interview length.

IF Outcome_Place = 201 then goto DIARYPL_UNDER
ELSE goto DIARYPL_NOTES


Back

DIARYPL_UNDER

DIARYPL_UNDER

  How well did the respondent(s) seem to understand the diary instructions provided?

1. Very well
2. Pretty well
3. Not very well
4. Not at all

1,2: IF at least 1 person with Placement.Persons.DIARY_TYPE =
1 then goto DIARYPL_TRY
ELSE goto DIARYPL_NOTES

3,4: Goto DIARYPL_PROB


BACK

DIARYPL_PROB

DIARYPL_PROB

    What questions or problems did the respondent(s) have with the diary instructions?
      (Do not include any PII in your answer.)

IF at least 1 person with Placement.Persons.DIARY_TYPE = 1
then goto DIARYPL_TRY

ELSE goto DIARYPL_NOTES


Back

DIARYPL_TRY

DIARYPL_TRY

  Did the respondent(s) try to log in to their diary while you were there?

1. Yes
2. No
3. Not applicable

1: Goto DIARYPL_TRY2

2,3: Goto DIARYPL_NOTES



DIARYPL_TRY2

DIARYPL_TRY2

  How well did the attempt to log in go?

1. Very well, no issues at all
2. Pretty well, was able to log on with minor issues
3. Not very well, significant issues
4. Could not successfully log on



BACK

DIARYPL_PROB2

DIARYPL_PROB2

    What questions or problems did the respondent(s) have when trying to log in?
      (Do not include any PII in your answer.)

Goto DIARYPL_NOTES


BACK

DIARYPL_NOTES

DIARYPL_NOTES

    Enter any information about this case's diary placement you'd like to share with BLS.
     (Do not include any PII in your answer.)
     Describe any problems, issues or concerns respondent(s) experienced or expressed during diary 
     placement.  Note anything unusual or unexpected that happened during the recall interview, or anything
     that might impact their diary keeping week.

 

Goto RECORDPL_UNDER


Back

RECORDPL_UNDER

RECORDPL_UNDER

  How well did the respondent(s) seem to understand the records instructions provided?

1. Very well
2. Pretty well
3. Not very well
4. Not at all

1,2: Goto RECORDPL_NOTES

3,4: Goto RECORDPL_PROB


BACK

RECORDPL_PROB

RECORDPL_PROB

    What issues did the respondent(s) seem to have with the records instructions?
      (Do not include any PII in your answer.)

Goto RECORDPL_NOTES


BACK

RECORDPL_NOTES

RECORDPL_NOTES

    Enter any information about this case's record instructions you'd like to share with BLS.
      (Do not include any PII in your answer.)
      Describe any problems, issues or concerns the respondent experienced or expressed during records
      training.  Note anything unusual or unexpected that happened during the recall interview, or anything that
      might impact the records they collect. 

Goto VISIT1_NOTES


BACK

VISIT1_NOTES

VISIT1_NOTES

 Enter any additional information about this case's visit 1 interview (recall, diary placement, and records
   training) you'd like to share with BLS. (Do not include any PII in your answer.) 

IF THANKYOU = 1 or TRANS = 1 then exit block and goto BVisit2

ELSE exit block and goto VERIFY_INFO


BACK

HOW_INTV_V2

HOW_INTV_V2

    Did you collect any of the records expenditure data over the phone?

1. Yes
2. No

1: Goto TELRESN_V2

2: Goto SNGL_INT_V2


BACK

TEL_RESN_V2

TEL_RESN_V2

  What was the main reason for collecting data by telephone?
    (Do not include any PII in your answer.)

Goto SNGL_INT_V2


BACK

SNGL_INT_V2

SNGL_INT_V2

  Were you able to conduct the visit 2 interview in a single visit?

1. Yes
2. No

Goto RESPON_V2


BACK

RESPON_V2

RESPON_V2

        Enter the line number of the MAIN respondent.      

1. ^NAME[1]
2. ^NAME[2]
3. ^NAME[3]
4. ^NAME[4]
5. ^NAME[5]
6. ^NAME[6]
7. ^NAME[7]
8. ^NAME[8]
9. ^NAME[9]
10. ^NAME[10]
11. ^NAME[11]
12. ^NAME[12]
13. ^NAME[13]
14. ^NAME[14]
15. ^NAME[15]
16. ^NAME[16]
17. ^NAME[17]
18. ^NAME[18]
19. ^NAME[19]
20. ^NAME[20]
21. ^NAME[21]
22. ^NAME[22]
23. ^NAME[23]
24. ^NAME[24]
25. ^NAME[25]
26. ^NAME[26]
27. ^NAME[27]
28. ^NAME[28]
29. ^NAME[29]
30. ^NAME[30]
95. Proxy Respondent

If (BControlcard.TUnit1.Person.HH_MEM[RESPON_V2] = 2) OR
(BControlcard.TUnit2.Person.AGERNG[RESPON_V2] = 1) OR
(BControlcard.TUnit1.Person.PERSTAT[RESPON_V2] = 7, 8 or 99) OR
(BControlcard.TUnit1.Person.MEMBSTAT[RESPON_V2] = 1, 3 or 5)
then goto CK_RESPON_V2

ELSE goto INFOBOOK_V2


BACK

INFOBOOK_V2

INFOBOOK_V2

   In the visit 2 interview, how often did the respondent consult the information booklet?

     If reading the book to the respondent, enter 5.

                                             
                    

1. Almost always (90% of the time or more)
2. Most of the time (50% to 89% of the time)
3. Occasionally (10% to 49% of the time)
4. Never or almost never (less than 10% of the time)
5. The respondent did not have access to the information booklet.

Goto ORDER_V2


BACK

ORDER_V2

ORDER_V2

     Were you able to complete the records interview sections in the order in which you were trained?
                                             


1. Yes
2. No

Goto SECTION_RF2



SECTION_RF2

SECTION_RF2

  Did the respondent refuse to answer any of the visit 2 records sections?

1. Yes
2. No

Goto NUM_REC_V2


Back

NUM_REC_V2

NUM_REC_V2

  About how many records did the respondent have ready at the start of Visit 2?

1. None
2. One or two
3. Three to five
4. Five to ten
5. Ten to fifteen
6. More than 15
7. Other, specify

1: Goto ADD_REC_V2

2-6: Goto WHO_REC_V2

7: Goto NUM_SPEC_V2


Back

NUM_SPEC_V2

NUM_SPEC_V2

  Specify  

Goto WHO_REC_V2


BACK

WHO_REC_V2

WHO_REC_V2

        Which household members seem to have provided records?

         Enter all that apply, separate with commas      


1. ^NAMEonly(1)
2. ^NAMEonly(2)
3. ^NAMEonly(3)
4. ^NAMEonly(4)
5. ^NAMEonly(5)
6. ^NAMEonly(6)
7. ^NAMEonly(7)
8. ^NAMEonly(8)
9. ^NAMEonly(9)
10. ^NAMEonly(10)
11. ^NAMEonly(11)
12. ^NAMEonly(12)
13. ^NAMEonly(13)
14. ^NAMEonly(14)
15. ^NAMEonly(15)
16. ^NAMEonly(16)
17. ^NAMEonly(17)
18. ^NAMEonly(18)
19. ^NAMEonly(19)
20. ^NAMEonly(20)
21. ^NAMEonly(21)
22. ^NAMEonly(22)
23. ^NAMEonly(23)
24. ^NAMEonly(24)
25. ^NAMEonly(25)
26. ^NAMEonly(26)
27. ^NAMEonly(27)
28. ^NAMEonly(28)
29. ^NAMEonly(29)
30. ^NAMEonly(30)
95. Proxy respondent

Goto ORG_REC_V2


Back

ORG_REC_V2

ORG_REC_V2

  How were the records organized when you arrived?

1. Had no records ready
2. Records did not seem to be organized at all
3. Records were somewhat organized in a system identified by the respondent
4. Records were organized according to the checklist
5. Other, specify

1-4: Goto ADD_REC_V2

5: Goto ORG_REC_SP


Back

ORG_REC_SP

ORG_REC_SP

  Specify  (Do not include any PII in your answer.)

Goto ADD_REC_V2


BACK

ADD_REC_V2

ADD_REC_V2

  Did the respondent get additional records during the interview?

1. Yes, specify which
2. No

1: Goto ADD_REC_SP

2: Goto RRESP_REC


Back

ADD_REC_SP

ADD_REC_SP

  Specify  (Do not include any PII in your answer.)

Goto RRESP_REC


BACK

RRESP_REC

RRESP_REC

 What was the respondent's general response to collecting and using records during the interview?
   (Do not include any PII in your answer.)

Goto REC_NOTES


Back

REC_NOTES

REC_NOTES

  Enter any information about the expenditure questions asked in the second visit you'd like to share with
    BLS.   Describe any problems, issues or concerns the respondent experienced or expressed about using
   records or answering the expenditure questions.  Note anything unusual or unexpected that happened
   during the second visit interview, or anything that might have affected the data or interview length.

 

IF at least 1 person with Diary_Pickup.Persons.ANY_ENTRIES = 3
then goto DIARYPK_REFUSE

ELSEIF Outcome_Pickup = 201 then goto DIARYPK_UNDER

ELSEIF Outcome_Place = 201 then goto DIARYCL_WHO

ELSE goto VISIT2_NOTES


BACK

DIARYPK_REFUSE

DIARYPK_REFUSE

  If any household members refused to complete the diary, why did they refuse?
    (Do not include any PII in your answer.)

IF Outcome_Pickup = 201 then goto DIARYPK_UNDER

ELSEIF Outcome_Place = 201 then goto DIARYCL_WHO

ELSE goto VISIT2_NOTES


Back

DIARYPK_UNDER

DIARYPK_UNDER

  How well did the respondent(s) seem to understand the diary process during pickup?

1. Very well
2. Pretty well
3. Not very well
4. Not at all

1,2: Goto DIARYPK_Receipts

3,4: Goto DIARYPK_PROB



DIARYPK_Receipts

DIARYPK_Receipts

  How many receipts did the respondent provide for expenses they did not enter into the diary themselves?

Goto DIARYPK_RecItems



DIARYPK_RecItems

DIARYPK_RecItems

  Of the receipts given to you for expenses that were not entered in the diary, how many had fewer than 5 items?

Goto DIARYPK_Notes


BACK

DIARYPK_PROB

DIARYPK_PROB

   What questions or problems did the respondent(s) have with the diary process?
      (Do not include any PII in your answer.)

Goto DIARYPK_NOTES


BACK

DIARYPL_NOTES

DIARYPK_NOTES

 Enter any information about this case's diary pickup process you'd like to share with BLS.
   (Do not include any PII in your answer.)

Goto DIARYCL_WHO


BACK

DIARYCL_WHO

DIARYCL_WHO

        Which respondents did you attempt to contact during the diary reporting week?

         Enter all that apply, separate with commas      


0. None
1. ^NAME(1)
2. ^NAME(2)
3. ^NAME(3)
4. ^NAME(4)
5. ^NAME(5)
6. ^NAME(6)
7. ^NAME(7)
8. ^NAME(8)
9. ^NAME(9)
10. ^NAME(10)
11. ^NAME(11)
12. ^NAME(12)
13. ^NAME(13)
14. ^NAME(14)
15. ^NAME(15)
16. ^NAME(16)
17. ^NAME(17)
18. ^NAME(18)
19. ^NAME(19)
20. ^NAME(20)
21. ^NAME(21)
22. ^NAME(22)
23. ^NAME(23)
24. ^NAME(24)
25. ^NAME(25)
26. ^NAME(26)
27. ^NAME(27)
28. ^NAME(28)
29. ^NAME(29)
30. ^NAME(30)
95. Proxy respondent

Goto DIARYCL_WHO2


BACK

DIARYCL_WHO

DIARYCL_WHO2

        Which respondents did you talk to during the diary reporting week?

         Enter all that apply, separate with commas      


0. None
1. ^NAME(1)
2. ^NAME(2)
3. ^NAME(3)
4. ^NAME(4)
5. ^NAME(5)
6. ^NAME(6)
7. ^NAME(7)
8. ^NAME(8)
9. ^NAME(9)
10. ^NAME(10)
11. ^NAME(11)
12. ^NAME(12)
13. ^NAME(13)
14. ^NAME(14)
15. ^NAME(15)
16. ^NAME(16)
17. ^NAME(17)
18. ^NAME(18)
19. ^NAME(19)
20. ^NAME(20)
21. ^NAME(21)
22. ^NAME(22)
23. ^NAME(23)
24. ^NAME(24)
25. ^NAME(25)
26. ^NAME(26)
27. ^NAME(27)
28. ^NAME(28)
29. ^NAME(29)
30. ^NAME(30)
95. Proxy respondent

Goto DIARYCL_NOTES


Back

DIARYCL_NOTES

DIARYCL_NOTES

  Enter any information about mid-week diary calls you'd like to share with BLS. 
    (Do not include any PII in your answer.)

Goto VISIT2_NOTES


BACK

VISIT2_NOTES

VISIT2_NOTES

    Visit 2 notes    (Do not include any PII in your answer.)

Exit block and goto VERIFY_INFO


BACK

VERIFY_INFO

VERIFY_INFO


  
       Verify/change any of the information listed below
        

     
 Telephone number:    ((area)) (phone number)   (Extension)
     Second phone: (2nd phone number)   (2nd phone extension)
      Best time to call :  (Bestime code description)
    Specific best time:  (best time specify)

               No Sunday:  ((No Sunday Interview/Sunday interview okay)) 


        

1. Enter 1 to Continue
2. Change something

1: IF THANKYOU = 1 or TRANS = 1 then goto OPEN_CASE
ELSE goto DONE

2: Goto V_PHONE


BACK

V_PHONE

V_PHONE

What is your telephone number?

        
 Enter 0 for none.

IF entry lt 10 digits and ne 0 then goto CK_VPHONE
ELSE goto V_BSTTI



V_BSTTI

V_BSTTI

    Best time to contact
                                            


1. Morning (9am-12noon)
2. Noon/lunchtime (11am-1pm)
3. Afternoon (12noon-4pm)
4. Suppertime/early evening/dinnertime(4pm-7pm)
5. Evening (6pm-9pm)
6. Anytime (9am-9pm)
7. Late evening/night (7pm-9pm)
8. Daytime (9am-4pm)
9. After 5pm
10. Battery problem

1-9, Empty: Goto V_BSTTI2

10: Goto DONE


BACK

V_BSTTI2

V_BSTTI2

      Enter specific best time to contact

Goto V_NOSUN


BACK

V_NOSUN

V_NOSUN

 Would a Sunday interview be acceptable?

                

1. Yes
2. No
3. battery problem

IF TRANS = 1 or THANKYOU = 1 then goto OPEN_CASE
ELSE goto DONE



OPEN_CASE

OPEN_CASE

  Do you need to keep the case open to enter diary receipts?

1. Yes
2. No

1: Goto DONE
2: Goto NUM_PAPER



NUM_PAPER

NUM_PAPER

  How many paper diaries are/did you mailing in?



BACK


DONE

** Non Displayed **

IF RT10.SURVTYPE = S or T then goto SHOFINAL
ELSE Exit intrument



SHOFINAL

SHOFINAL

Outcome:  (Outcome)

Recall Interview Outcome:  (Outcome)_Recall

Diary Placement Outcome:  (Outcome)_Place

Diary Pick-up Outcome:  (Outcome)_Pickup

Records Interview Outcome:  (Outcome)_Records


1. Enter 1 to Continue

Exit intrument


CHI

CTATEMPT

CTATEMPT

  CONTACT HISTORY INSTRUMENT

  Describe this contact attempt.

1. Personal visit
2. Telephone (outgoing)
3. Telephone (incoming)
4. Not attempting contact

1-3: Goto TIMEOFCT

4: Goto NOATTEMPT



TIMEOFCT

TIMEOFCT

  TIME OF CONTACT

  Are you entering the Contact History Instrument at the time of a contact attempt?


1. Yes
2. No

1: Goto CASECONTACT

2: Goto FR_DATE


CHI

FR_DATE

FR_DATE

  DATE OF CONTACT
  Enter the date of the contact attempt in MM/DD/YYYY format

Goto FRTIME


CHI

FRTIME

FRTIME

  TIME OF CONTACT
  Enter the time of the contact attempt in HH:MM am/pm format

Goto CASECONTACT



NOATTEMPT

NOATTEMPT

  NOT ATTEMPTING CONTACT

  What were you doing?
  Enter all that apply, separate with commas.

1. Reviewing or changing case information
2. Readying case for transmission
3. Doing ACS geocode verification
4. Locating activities (canvassing, management or government office, FastData, ALMI, etc.)
5. Verification of Type B/C
6. Opened case/ CHI by mistake
99. Other - specify

1-6: Exit CHI
99: Goto SPECNOATTEMPT



SPECNOATTEMPT

SPECNOATTEMPT

  OTHER NOT ATTEMPTING CONTACT

   Specify other activites you were doing

Exit CHI


CHI

CASECONTACT

CASECONTACT

  CONTACT OR NONCONTACT

  Select the category that best describes this attempt.


1. Contact with sample unit member
2. Contact with NON-SAMPLE unit member
3. Noncontact

1: Goto CTTYPE

2,3: IF CTATEMPT = 1 then goto NCTPER
ELSE goto NCTTEL


CHI

CTTYPE

CTTYPE

 CONTACT

 Select the category that best describes this contact attempt.


1. Completed case - ready to transmit
2. Partial interview - follow-up required
3. Unable to conduct interview

1: Goto RSPNDENT

2,3: Goto NONINTER



NONINTER

NONINTER

  PARTIAL INTERVIEW OR UNABLE TO CONDUCT INTERVIEW

  Select the categories that describe why you were not able to conduct or complete the interview during this
     contact attempt.
  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. Successful paper questionnaire placement / pick-up
99. Other - specify

1-3,5,6: Goto RSPNDENT

4: Goto cLANGUAGE

99: Goto CTOTHER



CTOTHER

CTOTHER

  OTHER Contact Category
  Specify the reason for not completing the interview during this contact attempt.

Goto RSPNDENT


CHI

cLANGUAGE

cLANGUAGE

  LANGUAGE

  Select the categories that descrige this language situation.
  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

IF 1 selected then goto LANGLIST

ELSE goto RSPNDENT


CHI

LANGLIST

LANGLIST

  LANGUAGE LIST

  Specify language or dialect


11. Spanish
12. Arabic
13. Chinese
14. French
15. German
16. Greek
17. Italian
18. Japanese
19. Korean
20. Polish
21. Portuguese
22. Russian
23. Tagalog
24. Urdu
25. Vietnamese
97. Other problem - hard of hearing
98. Unknown language
99. Other

11-25, 97, 98: Goto RSPNDENT

99: Goto SPECLANG



SPECLANG

SPECLANG

   SPECIFY LANGUAGE OR DIALECT.

Goto RSPNDENT


CHI

RSPNDENT

RSPNDENT

  CONCERN / BEHAVIOR / RELUCTANCE

  Select the categories that describe respondent concerns, behaviors, or reluctance during this contact
     attempt.
  Enter all that apply, separate with commas.

1. Not interested
2. Too busy
3. Interview takes too much time
4. Scheduling difficulties
5. Survey is voluntary
6. Privacy concerns
7. Local / State / Federal government concerns
8. Asks questions about the survey
9. Hang-up / slams door on Fr
10. Hostile or threatens FR
11. Family issues (death, illness, block participation in survey)
12. Gave that information last time
13. Asked too many personal questions last time
14. Too many interviews
15. Intends to quit survey
98. No concerns
99. Other - specify

IF 99 selected then goto RSPNDOTH
ELSE goto STRATEGS



RSPNDOTH

RSPNDOTH

  OTHER CONCERNS/BEHAVIORS/RELUCTANCE

  Specify other concerns/behaviors/reluctance during this contact attempt.

Goto STRATEGS



NCTTEL

NCTTEL

  CONTACT-NONCONTACT / TELEPHONE

  Select the categories that describe this telephone contact/noncontact.
  Enter all that apply, separate with commas.


1. Got answering machine
2. Ring, no answer
3. Busy Signal
4. Disconnected
5. Wrong number
6. Spoke with ineligible person
7. Respondent left message
99. Other - specify

IF 99 selected then goto NCTTELOT

ELSE goto STRATEGS



NCTTELOT

NCTTELOT

  OTHER Noncontact Telephone Attempt Category

  Specify the details about this telephone noncontact.

Goto STRATEGS



NCTPER

NCTPER

  CONTACT-NONCONTACT / PERSONAL VISIT

  Select the categories that describe this personal visit contact/noncontact.
  Enter all that apply, separate with commas.

1. No one home / No eligible person home
2. No one home - pervious note / letter taken
3. Household does not answer door - - evidence someone is home
4. Observe HH from vehicle
5. Unable to reach / locked gate / buzzer entry
6. Address does not exist / unable to locate
7. On vacation, away from home / at second home
8. Spoke with neighbor
9. Building management / doorman contact
10. Completed case (Type B or C)
99. Other - specify

IF 99 selected then goto NCTPEROT

ELSE goto STRATEGS



NCTPEROT

NCTPEROT

  OTHER Noncontact Personal Visit Category

  Specify the details about this personal visit noncontact.

Goto STRATEGS



STRATEGS

STRATEGS

  CONTACT STRATEGIES ATTEMPTED

  Select the categories that describe the strategies used on this contact 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. Waited for respondent
8. Checked with neighbors
9. Contacted other family members
10. Contacted property manager doorman
11. Offered incentive
12. CED Double placement
98. No Strategies
99. Other - specify

IF 99 selected then goto STRATOTH
ELSE exit CHI



STRATOTH

STRATOTH

  OTHER STRATEGY

  Specify the strategy used on this contact attempt.

Exit CHI


pCHI

LNO

LNO





NAME

NAME




pCHI

PCONTACTPER

PCONTACTPER

 PERSON CONTACT 

 Did you make contact with ^NAME or a knowledgeable proxy for ^NAME?

(C)omplete (I)nactive HH member

1. Made contact with ^NAME
2. Made contact with proxy
3. Noncontact

If PCONTACTPER = 1 or 2 then goto pCTTYPE
Elseif PCONTACTPER = 3 then goto pNOCONTACT



pNOCONTACT

pNOCONTACT

 NONCONTACT

Select the categories that describes this non-contact.

 Enter all that apply, separate with commas.

1. Person not home
2. Person home but inconvenient time
3. Person home but avoided contact
4. Person on vacation or temporarily away
5. Person moved
99. Other - specify

If pNOCONTACT in 1..5 then goto pSTRATEGS
Elseif pNOCONTACT = 6 then goto pNONCONOTH



pNONCONOTH

pNONCONOTH

 OTHER NON-CONTACT

 Specify the details about this non-contact.

Goto pSTRATEGS


pCHI

pCTTYPE

pCTTYPE

 CONTACT TYPE 

 Select the category that best describes this contact attempt.

1. Completed interview
2. Partial interview
3. Unable to conduct interview

If pCTTYPE = 1 then goto pRSPNDENT
Elseif pCTTYPE = 2 or 3 then goto pNONINTER



pNONINTER

pNONINTER

  PARTIAL INTERVIEW OR UNABLE TO CONDUCT INTERVIEW 

 Select the categories that describe why you were not able to conduct or complete the interview during this contact attempt.

 Enter all that apply, separate with commas.

1. Inconvenient time
2. Respondent is reluctant
3. Language problem - specify
4. Health problem
5. Potential Type-Z
99. Other - specify

If pNONINTER = 1 or 2 then goto pRSPNDENT
Elseif pNONINTER = 3 then goto pLANGUAGE
Elseif pNONINTER = 4 or 5 then goto pRSPNDENT
Elseif pNONINTER = 6 then goto pCTOTHER



pCTOTHER

pCTOTHER

 OTHER Contact Category 

 Specify the reason for not completing the interview during this contact attempt.

Goto pRSPNDENT



pLANGUAGE

pLANGUAGE

 LANGUAGE 

 Select the categories that describe this language situation.

 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

If 1 selected in pLANGUAGE then goto pLANGLIST
Elseif pLANGUAGE in 2..5 then goto pRSPNDENT


pCHI

pLangLIST

pLangLIST

 LANGUAGE LIST

 Specify language or dialect.

11. Spanish
12. Arabic
13. Chinese
14. French
15. German
16. Greek
17. Italian
18. Japanese
19. Korean
20. Polish
21. Portuguese
22. Russian
23. Tagalog
24. Urdu
25. Vietnamese
97. Other problem - hard of hearing
98. Unknown language
99. Other - specify

If pLANGLIST = 1-25 then goto pRSPNDENT
Elseif pLANGLIST = 26 then goto pSPECLANG
Elseif pLANGLIST = 27 or 28 then goto pRSPNDENT



pSPECLANG

pSPECLANG

 SPECIFY LANGUAGE OR DIALECT 

Goto pRSPNDENT



pRSPNDENT

pRSPNDENT

 CONCERN / BEHAVIOR / RELUCTANCE 

 Select the categories that describe respondent concerns, behaviors, or reluctance during this contact attempt.

 Enter all that apply, separate with commas.

1. Not interested
2. Too busy
3. Interview takes too much time
4. Scheduling difficulties
5. Survey is voluntary
6. Privacy concerns
7. Local/State/Federal government concerns
8. Asks questions about the survey
9. Hang-up / slams door on FR
10. Hostile or threatens FR
11. Family issues (death, illness, block participation in survey)
12. Gave that information last time
13. Asked too many personal questions last time
14. Too many interviews
15. Intends to quit survey
98. No concerns
99. Other - specify

If 22 selected with any other entry then goto
CONCERNSBEHAVIORRELUCT

Elseif 23 selected then goto pRSPNDOTH

Else goto pSTRATEGS



pRSPNDOTH

pRSPNDOTH

 OTHER CONCERNS/BEHAVIORS/RELUCTANCE

 Specify other concerns/behavior/reluctance during this contact attempt.

Goto pSTRATEGS



pSTRATEGS

pSTRATEGS

 CONTACT STRATEGIES ATTEMPTED 

 Select the categories that describe the strategies used on this contact 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. Waited for respondent
8. Checked with neighbors
9. Contacted other family members
10. Contacted property manager / doorman
11. Offered incentive
12. CED double placement
98. No Strategies
99. Other - specify

If 22 selected with any other code 1-21, 23 then goto
CONTACTSTRATATTEMPTED

Elseif 23 selected then goto pSTRATOTH

Else exit pCHI



pSTRATOTH

pSTRATOTH

 OTHER STRATEGY

 Specify the startegy used on this contact attempt.

exit pCHI


pCHI


CTATEMPT



1. Personal visit
2. Telephone (outgoing)
3. Telephone (incoming)
4. Not attempting contact





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