Assets (AS) Section
AS01
====
Savings and investments are an important part of family finances.
In these next questions, we are going to be asking about a
number of different kinds of savings or investments the members
of this family may have.
PRESS ENTER TO CONTINUE.
AS02
====
Does anyone in the family own this home?
YES .................................... 1
NO ..................................... 2 {AS16}
REF ................................... -7 {AS16}
DK .................................... -8 {AS16}
PRESS F1 FOR DEFINITION OF ‘OWN THIS HOME’.
AS03
====
Who in the family owns this home?
PROBE: Does anyone else in the family own this home?
CODE ALL THAT APPLY.
TO TURN CHECK MARK ON/OFF, USE ARROW KEYS, PRESS ENTER.
TO LEAVE, PRESS ESC.
[1. First Name,[Middle Name],Last Name-65] ...
[2. First Name,[Middle Name],Last Name-65] ...
[3. First Name,[Middle Name],Last Name-65] ...
[Code All That Apply]
----------------------------------------------------
| ROSTER DEFINITION: THIS ITEM DISPLAYS THE |
| RU-MEMBERS-ROSTER. |
----------------------------------------------------
----------------------------------------------------
| DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ |
| AS THE LAST TWO ENTRIES ON THE ROSTER. |
----------------------------------------------------
AS04
====
What is the present value of this home, that is, about how much
would it bring if you sold it on today’s market?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
IF AMOUNT IS NOTHING, CODE ‘0’.
[Enter Whole $ Worth] ................. {AS06}
NOTHING ............................... 0 {AS06}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF VALUE.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS05
====
SHOW CARD AS-1.
Which category on the card best indicates the value of this home?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS06
====
Is any money owed or are there any loans outstanding on this
home?
YES .................................... 1
NO ..................................... 2 {AS09}
REF ................................... -7 {AS09}
DK .................................... -8 {AS09}
PRESS F1 FOR DEFINITION OF MONEY OWED AND OUTSTANDING LOANS.
AS07
====
How much is still owed for this home, that is, how much
principal is still owed on the mortgage(s)?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
[Enter Whole $ Amount Owed] ........... {AS09}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF STILL OWED.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS08
====
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS09
====
Does anyone in the family own a second home?
YES .................................... 1
NO ..................................... 2 {AS16}
REF ................................... -7 {AS16}
DK .................................... -8 {AS16}
PRESS F1 FOR DEFINITION OF SECOND HOME.
AS10
====
Who in the family owns the second home?
PROBE: Does anyone else in the family own the second home?
CODE ALL THAT APPLY.
TO TURN CHECK MARK ON/OFF, USE ARROW KEYS, PRESS ENTER.
TO LEAVE, PRESS ESC.
[1. First Name,[Middle Name],Last Name-65] ...
[2. First Name,[Middle Name],Last Name-65] ...
[3. First Name,[Middle Name],Last Name-65] ...
[Code All That Apply]
----------------------------------------------------
| ROSTER DEFINITION: THIS ITEM DISPLAYS THE |
| RU-MEMBERS-ROSTER. |
----------------------------------------------------
----------------------------------------------------
| DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ |
| AS THE LAST TWO ENTRIES ON THE ROSTER. |
----------------------------------------------------
AS11
====
What is the present value of the second home, that is, about
how much would it bring if you sold it on today’s market?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
IF AMOUNT IS NOTHING, CODE ‘0’.
[Enter Whole $ Worth] ................. {AS13}
NOTHING ............................... 0 {AS13}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF VALUE.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS12
====
SHOW CARD AS-1.
Which category on the card best indicates the value of the
second home?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS13
====
Is any money owed or are there any loans outstanding on the
second home?
PROBE: Please do not include any debt we’ve already talked
about.
YES .................................... 1
NO ..................................... 2 {AS16}
REF ................................... -7 {AS16}
DK .................................... -8 {AS16}
PRESS F1 FOR DEFINITION OF MONEY OWED AND OUTSTANDING LOANS.
AS14
====
How much is still owed for the second home?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
[Enter Whole $ Amount Owed] ........... {AS16}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF STILL OWED.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS15
====
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS16
====
Does anyone in the family own part or all of a farm or business
[other than what we have already talked about]?
YES .................................... 1
NO ..................................... 2 {AS24}
REF ................................... -7 {AS24}
DK .................................... -8 {AS24}
PRESS F1 FOR DEFINITION OF FARM AND BUSINESS.
AS17
====
How many farm(s) or business(es) are owned by the family?
[Enter Number-2] ......................
REF ................................... -7
DK .................................... -8
----------------------------------------------------
| SOFT RANGE CHECK: 1 - 10 |
----------------------------------------------------
AS18
====
Who in the family owns the farm(s) or business(es)?
PROBE: Does anyone else in the family own the farm(s) or
business(es)?
CODE ALL THAT APPLY.
TO TURN CHECK MARK ON/OFF, USE ARROW KEYS, PRESS ENTER.
TO LEAVE, PRESS ESC.
[1. First Name,[Middle Name],Last Name-65] ...
[2. First Name,[Middle Name],Last Name-65] ...
[3. First Name,[Middle Name],Last Name-65] ...
[Code All That Apply]
----------------------------------------------------
| ROSTER DEFINITION: THIS ITEM DISPLAYS THE |
| RU-MEMBERS-ROSTER. |
----------------------------------------------------
----------------------------------------------------
| DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ |
| AS THE LAST TWO ENTRIES ON THE ROSTER. |
----------------------------------------------------
AS19
====
What are all the farm(s) or business(es) worth together if sold
today?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
IF AMOUNT IS NOTHING, CODE ‘0’.
[Enter Whole $ Worth] ................. {AS21}
NOTHING ............................... 0 {AS21}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF WORTH.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS20
====
SHOW CARD AS-1.
Which category on the card best indicates the worth of the
farm(s) or business(es) if sold today?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS21
====
Is any money owed or are there any loans outstanding on the
farm(s) or business(es)?
PROBE: Please do not include any debt we’ve already talked
about.
YES .................................... 1
NO ..................................... 2 {AS24}
REF ................................... -7 {AS24}
DK .................................... -8 {AS24}
PRESS F1 FOR DEFINITION OF MONEY OWED AND OUTSTANDING LOANS.
AS22
====
How much is still owed for the farm(s) or business(es)?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
[Enter Whole $ Amount Owed] ........... {AS24}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF STILL OWED.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS23
====
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS24
====
Does anyone in the family have any real estate such as land,
rental real estate, a real estate partnership, or money owed to
the family on a land contract or mortgage [other than what we
have already talked about]?
YES .................................... 1
NO ..................................... 2 {AS31}
REF ................................... -7 {AS31}
DK .................................... -8 {AS31}
PRESS F1 FOR DEFINITION OF REAL ESTATE.
AS25
====
Who in the family owns other properties or real estate (such as
land, rental real estate, or a real estate partnership)?
PROBE: Does anyone else in the family own other properties
or real estate (such as land, rental real estate, or a real
estate partnership)?
CODE ALL THAT APPLY.
TO TURN CHECK MARK ON/OFF, USE ARROW KEYS, PRESS ENTER.
TO LEAVE, PRESS ESC.
[1. First Name,[Middle Name],Last Name-65] ...
[2. First Name,[Middle Name],Last Name-65] ...
[3. First Name,[Middle Name],Last Name-65] ...
[Code All That Apply]
----------------------------------------------------
| ROSTER DEFINITION: THIS ITEM DISPLAYS THE |
| RU-MEMBERS-ROSTER. |
----------------------------------------------------
----------------------------------------------------
| DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ |
| AS THE LAST TWO ENTRIES ON THE ROSTER. |
----------------------------------------------------
AS26
====
Altogether, what is the present value of the other properties
or real estate (such as land, rental real estate, or a real
estate partnership), that is, about how much would it bring if
you sold it on today’s market?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
IF AMOUNT IS NOTHING, CODE ‘0’.
[Enter Whole $ Worth] ................. {AS28}
NOTHING ............................... 0 {AS28}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF VALUE.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS27
====
SHOW CARD AS-1.
Which category on the card best indicates the value of the
other properties or real estate (such as land, rental real
estate, or a real estate partnership)?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS28
====
Is any money owed or are there any loans outstanding on the
other properties or real estate (such as land, rental real
estate, or a real estate partnership)?
PROBE: Please do not include any debt we’ve already talked
about.
YES .................................... 1
NO ..................................... 2 {AS31}
REF ................................... -7 {AS31}
DK .................................... -8 {AS31}
PRESS F1 FOR DEFINITION OF MONEY OWED AND OUTSTANDING LOANS.
AS29
====
How much is still owed for the other properties or real estate
(such as land, rental real estate, or a real estate partnership)?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
[Enter Whole $ Amount Owed] ........... {AS31}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF STILL OWED.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS30
====
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS31
====
Does anyone in the family own any transportation vehicles, such
as cars, trucks, or vans?
PROBE: Do not include recreational vehicles, such as
motorcycles, trailers, motor homes, boats, or airplanes.
We ask about those types of vehicles next.
YES .................................... 1
NO ..................................... 2 {AS39}
REF ................................... -7 {AS39}
DK .................................... -8 {AS39}
AS32
====
How many transportation vehicles (such as cars, trucks, or vans)
are owned by the family?
[Enter Number-2] ......................
REF ................................... -7
DK .................................... -8
----------------------------------------------------
| SOFT RANGE CHECK: 1 - 15 |
----------------------------------------------------
AS33
====
Who in the family owns the transportation vehicles (such as
cars, trucks, or vans)?
PROBE: Does anyone else in the family own the transportation
vehicles (such as cars, trucks, or vans)?
CODE ALL THAT APPLY.
TO TURN CHECK MARK ON/OFF, USE ARROW KEYS, PRESS ENTER.
TO LEAVE, PRESS ESC.
[1. First Name,[Middle Name],Last Name-65] ...
[2. First Name,[Middle Name],Last Name-65] ...
[3. First Name,[Middle Name],Last Name-65] ...
[Code All That Apply]
----------------------------------------------------
| ROSTER DEFINITION: THIS ITEM DISPLAYS THE |
| RU-MEMBERS-ROSTER. |
----------------------------------------------------
----------------------------------------------------
| DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ |
| AS THE LAST TWO ENTRIES ON THE ROSTER. |
----------------------------------------------------
AS34
====
Altogether, what is the present value of the transportation
vehicles (such as cars, trucks, or vans), that is, about how
much would it bring if you sold them on today’s market?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
IF AMOUNT IS NOTHING, CODE ‘0’.
[Enter Whole $ Worth] ................. {AS36}
NOTHING ............................... 0 {AS36}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF VALUE.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS35
====
SHOW CARD AS-1.
Which category on the card best indicates the value of the
transportation vehicles (such as cars, trucks, or vans)?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS36
====
Is any money owed or are there any loans outstanding on the
transportation vehicles (such as cars, trucks, or vans)?
PROBE: Please do not include any debt we’ve already talked
about.
YES .................................... 1
NO ..................................... 2 {AS39}
REF ................................... -7 {AS39}
DK .................................... -8 {AS39}
PRESS F1 FOR DEFINITION OF MONEY OWED AND OUTSTANDING LOANS.
AS37
====
How much is still owed for the transportation vehicles (such as
cars, trucks, or vans)?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
[Enter Whole $ Amount Owed] ........... {AS39}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF STILL OWED.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS38
====
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS39
====
Does anyone in the family own any recreational vehicles, such
as motorcycles, a trailer, a motor home, a boat, or an airplane?
YES .................................... 1
NO ..................................... 2 {AS46}
REF ................................... -7 {AS46}
DK .................................... -8 {AS46}
PRESS F1 FOR DEFINITION OF RECREATIONAL VEHICLES.
AS40
====
How many recreational vehicles (such as motorcycles, trailers,
motor homes, boats, or airplanes) are owned by the family?
[Enter Number-2] ......................
REF ................................... -7
DK .................................... -8
----------------------------------------------------
| SOFT RANGE CHECK: 1 - 15 |
----------------------------------------------------
AS41
====
Altogether, what is the present value of the recreational
vehicles (such as motorcycles, trailers, motor homes, boats, or
airplanes), that is, about how much would it bring if you sold
them on today’s market?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
IF AMOUNT IS NOTHING, CODE ‘0’.
[Enter Whole $ Worth] ................. {AS43}
NOTHING ............................... 0 {AS43}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF VALUE.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS42
====
SHOW CARD AS-1.
Which category on the card best indicates the value of the
recreational vehicles (such as motorcycles, trailers, motor
homes, boats, or airplanes)?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS43
====
Is any money owed or are there any loans outstanding on the
recreational vehicles (such as motorcycles, trailers, motor
homes, boats, or airplanes)?
PROBE: Please do not include any debt we’ve already talked
about.
YES .................................... 1
NO ..................................... 2 {AS46}
REF ................................... -7 {AS46}
DK .................................... -8 {AS46}
PRESS F1 FOR DEFINITION OF MONEY OWED AND OUTSTANDING LOANS.
AS44
====
How much is still owed for the recreational vehicles (such as
motorcycles, trailers, motor homes, boats, or airplanes)?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
[Enter Whole $ Amount Owed] ........... {AS46}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF STILL OWED.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS45
====
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS46
====
Does anyone in the family own any CDs, stocks, government or
corporate bonds or mutual funds [other than what we have already
talked about]?
YES .................................... 1
NO ..................................... 2 {AS57}
REF ................................... -7 {AS57}
DK .................................... -8 {AS57}
PRESS F1 FOR DEFINITION OF CDs, SHARES OF STOCKS,
BONDS, AND MUTUAL FUNDS.
AS47
====
Who in the family owns the CDs, stocks, government or corporate
bonds or mutual funds?
PROBE: Does anyone else in the family own the CDs, stocks,
government or corporate bonds or mutual funds?
CODE ALL THAT APPLY.
TO TURN CHECK MARK ON/OFF, USE ARROW KEYS, PRESS ENTER.
TO LEAVE, PRESS ESC.
[1. First Name,[Middle Name],Last Name-65] ...
[2. First Name,[Middle Name],Last Name-65] ...
[3. First Name,[Middle Name],Last Name-65] ...
[Code All That Apply]
----------------------------------------------------
| ROSTER DEFINITION: THIS ITEM DISPLAYS THE |
| RU-MEMBERS-ROSTER. |
----------------------------------------------------
----------------------------------------------------
| DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ |
| AS THE LAST TWO ENTRIES ON THE ROSTER. |
----------------------------------------------------
AS48
====
What are all the CDs, stocks, government or corporate bonds and
mutual funds worth together if sold today?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
IF AMOUNT IS NOTHING, CODE ‘0’.
[Enter Whole $ Worth] ................. {AS57}
NOTHING ............................... 0 {AS57}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF WORTH.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS49
====
SHOW CARD AS-1.
Which category on the card best indicates the worth of the
CDs, stocks, government or corporate bonds and mutual funds
if sold today?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS49A
=====
OMITTED.
AS49B
=====
OMITTED.
AS49C
=====
OMITTED.
AS50
====
OMITTED.
AS51
====
OMITTED.
AS52
====
OMITTED.
AS53
====
OMITTED.
BOX_01
======
OMITTED.
AS54
====
OMITTED.
AS55
====
OMITTED.
AS56
====
OMITTED.
AS57
====
Does anyone in the family have any Individual Retirement Accounts,
that is, IRA, Keogh, or 401K accounts?
YES .................................... 1
NO ..................................... 2 {AS67}
REF ................................... -7 {AS67}
DK .................................... -8 {AS67}
PRESS F1 FOR DEFINITION OF IRA, KEOGH, AND 401K ACCOUNTS.
AS58
====
How many IRA, Keogh, or 401K accounts does the family have?
[Enter Number-2] ......................
REF ................................... -7
DK .................................... -8
----------------------------------------------------
| SOFT RANGE CHECK: 1 - 20 |
----------------------------------------------------
AS59
====
Who in the family has IRA, Keogh, or 401K accounts?
PROBE: Does anyone else in the family have IRA, Keogh, or
401K accounts?
CODE ALL THAT APPLY.
TO TURN CHECK MARK ON/OFF, USE ARROW KEYS, PRESS ENTER.
TO LEAVE, PRESS ESC.
[1. First Name,[Middle Name],Last Name-65] ...
[2. First Name,[Middle Name],Last Name-65] ...
[3. First Name,[Middle Name],Last Name-65] ...
[Code All That Apply]
----------------------------------------------------
| ROSTER DEFINITION: THIS ITEM DISPLAYS THE |
| RU-MEMBERS-ROSTER. |
----------------------------------------------------
----------------------------------------------------
| DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ |
| AS THE LAST TWO ENTRIES ON THE ROSTER. |
----------------------------------------------------
AS60
====
Altogether, what is the current value of these IRA, Keogh, and
401K accounts?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
[Enter Whole $ Amount] ................ {AS67}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF VALUE.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS61
====
SHOW CARD AS-1.
Which category on the card best indicates the value of these
IRA, Keogh, and 401K accounts?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS62
====
OMITTED.
AS63
====
OMITTED.
AS64
====
OMITTED.
AS65
====
OMITTED.
AS66
====
OMITTED.
AS67
====
Does anyone in the family have any money in checking or savings
accounts, or money market funds [other than what we have already
talked about]?
YES .................................... 1
NO ..................................... 2 {AS72}
REF ................................... -7 {AS72}
DK .................................... -8 {AS72}
PRESS F1 FOR DEFINITION OF CHECKING, SAVINGS, AND MONEY MARKET ACCOUNTS.
AS68
====
How many checking, savings, or money market accounts does the
family have?
[Enter Number-2] ......................
REF ................................... -7
DK .................................... -8
----------------------------------------------------
| SOFT RANGE CHECK: 1 - 20 |
----------------------------------------------------
AS69
====
Who in the family has checking, savings, or money market
accounts?
PROBE: Does anyone else in the family have checking,
savings, or money market accounts?
CODE ALL THAT APPLY.
TO TURN CHECK MARK ON/OFF, USE ARROW KEYS, PRESS ENTER.
TO LEAVE, PRESS ESC.
[1. First Name,[Middle Name],Last Name-65] ...
[2. First Name,[Middle Name],Last Name-65] ...
[3. First Name,[Middle Name],Last Name-65] ...
[Code All That Apply]
----------------------------------------------------
| ROSTER DEFINITION: THIS ITEM DISPLAYS THE |
| RU-MEMBERS-ROSTER. |
----------------------------------------------------
----------------------------------------------------
| DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ |
| AS THE LAST TWO ENTRIES ON THE ROSTER. |
----------------------------------------------------
AS70
====
Altogether, how much is in these checking, savings, or money
market accounts?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
[Enter Whole $ Amount] ................ {AS72}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF HOW MUCH IS IN.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS71
====
SHOW CARD AS-1.
Which category on the card best indicates the amount in these
checking, savings, or money market accounts?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS72
====
Does anyone in the family have any other savings or assets,
such as jewelry, money owed to you by others, a collection for
investment purposes, rights in a trust or estate where someone
in the family is the beneficiary, or an annuity [that you
haven’t already told me about]?
YES .................................... 1
NO ..................................... 2 {AS76}
REF ................................... -7 {AS76}
DK .................................... -8 {AS76}
PRESS F1 FOR DEFINITION OF ‘OTHER SAVINGS OR ASSETS’.
AS73
====
Who in the family has other savings or assets [such as jewelry,
money owed to you, a collection for investment purposes, rights
in a trust or estate, or an annuity]?
PROBE: Does anyone else in the family have other savings or
assets [such as jewelry, money owed to you, a collection for
investment purposes, rights in a trust or estate, or an annuity]?
CODE ALL THAT APPLY.
TO TURN CHECK MARK ON/OFF, USE ARROW KEYS, PRESS ENTER.
TO LEAVE, PRESS ESC.
[1. First Name,[Middle Name],Last Name-65] ...
[2. First Name,[Middle Name],Last Name-65] ...
[3. First Name,[Middle Name],Last Name-65] ...
[Code All That Apply]
----------------------------------------------------
| ROSTER DEFINITION: THIS ITEM DISPLAYS THE |
| RU-MEMBERS-ROSTER. |
----------------------------------------------------
----------------------------------------------------
| DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ |
| AS THE LAST TWO ENTRIES ON THE ROSTER. |
----------------------------------------------------
AS74
====
What are all the other savings or assets [such as jewelry, money
owed to you, a collection for investment purposes, rights in a
trust or estate, or an annuity] worth together?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
IF AMOUNT IS NOTHING, CODE ‘0’.
[Enter Whole $ Worth] ................. {AS76}
NOTHING ............................... 0 {AS76}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF WORTH.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS75
====
SHOW CARD AS-1.
Which category on the card best indicates the worth of the
other savings or assets?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
AS76
====
Does anyone in the family have any debts that we haven’t asked
about, such as credit card balances, medical debts, life insurance
policy loans, loans from relatives, and so forth?
YES .................................... 1
NO ..................................... 2 {BOX_02}
REF ................................... -7 {BOX_02}
DK .................................... -8 {BOX_02}
PRESS F1 FOR DEFINITION OF DEBTS.
AS77
====
Who in the family has the debts [such as credit card balances,
medical debts, life insurance policy loans, loans from relatives
and so forth]?
PROBE: Does anyone else in the family have the debts [such as
credit card balances, medical debts, life insurance policy
loans, loans from relatives and so forth]?
CODE ALL THAT APPLY.
TO TURN CHECK MARK ON/OFF, USE ARROW KEYS, PRESS ENTER.
TO LEAVE, PRESS ESC.
[1. First Name,[Middle Name],Last Name-65] ...
[2. First Name,[Middle Name],Last Name-65] ...
[3. First Name,[Middle Name],Last Name-65] ...
[Code All That Apply]
----------------------------------------------------
| ROSTER DEFINITION: THIS ITEM DISPLAYS THE |
| RU-MEMBERS-ROSTER. |
----------------------------------------------------
----------------------------------------------------
| DISPLAY ‘PERSON DECEASED’ AND ‘PERSON NOT IN RU’ |
| AS THE LAST TWO ENTRIES ON THE ROSTER. |
----------------------------------------------------
AS78
====
How much do these debts amount to?
IF RESPONDENT IS NOT SURE, DO NOT PROBE. CODE ‘DON’T KNOW’
(SHIFT/8).
[Enter Whole $ Amount Owed] ........... {BOX_02}
REF ................................... -7
DK .................................... -8
PRESS F1 FOR DEFINITION OF ‘DEBTS AMOUNT TO’.
----------------------------------------------------
| SOFT RANGE CHECK: $1 - $9,999,999 |
----------------------------------------------------
AS79
====
SHOW CARD AS-1.
Which category on the card best indicates the amount owed?
0 - 500 ................................ 1
501 - 1,000 ............................ 2
1,001 - 5,000 .......................... 3
5,001 - 10,000 ......................... 4
10,001 - 25,000 ........................ 5
25,001 - 50,000 ........................ 6
50,001 - 100,000 ....................... 7
100,001 - 250,000 ...................... 8
250,001 - 500,000 ...................... 9
500,001 - 1,000,000 ................... 10
1,000,001 OR MORE ..................... 11
REF ................................... -7
DK .................................... -8
[Code One]
BOX_02
======
----------------------------------------------------
| GO TO NEXT QUESTIONNAIRE SECTION. |
----------------------------------------------------
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