([R was eligible for program participation questions at DLI] =0)COMMENT: R is newly independent this round
([age at interview date] < 18)COMMENT: R is less than 18
([age at DLI] < 18) AND ([age at interview date] >=18)COMMENT: R was less than 18 at DLI but is now 18 or older
([age at DLI] < 20) AND ([age at interview date] >=20)COMMENT: R was less than 20 at DLI but is now 20 or older
(([R owned entire ranch/farm at last assets interview] = 1) OR ([R owned part of ranch/farm at last assets interview] = 1))COMMENT: R owned all or part of farm/ranch at last assets interview
([R owned mobile home and/or lot at last assets interview] = 1)COMMENT: R owned mobile home and/or lot at last assets interview
([R owned entire building at last assets interview] = 1)COMMENT: R owned the entire building at last assets interview
([R owned own unit at last assets interview] = 1)COMMENT: R owned just his/her unit at last assets interview
([R lived ina single family unit at last assets interview] = 1)COMMENT: R lived in a single family unit at last assets interview
([revise R's moved status] = 1)COMMENT: R has moved since last assets interview
Our records indicate that [you/you and your spouse/partner] owned or were buying the [house/mobile home/lot/farm/property/unit/building] where you lived when we talked to you in [date of last assets interview]. Did [you/you or your spouse/partner] sell that [house/mobile home/lot/farm/property/unit/building]?
About how much did [you/you and your spouse or partner] receive after paying any commissions, mortgages or other debts on the [house/mobile home/lot/farm/property/unit/building]?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
(ENTER AMOUNT)
Enter lower amount of range.
Enter upper amount of range.
(HAND R SHOWCARD KK)Please look at this card. Can you tell me the letter of the category that is your best estimate of that amount?
We now have some questions about your current housing situation.
([dwelling type] = 13)COMMENT: R lives on a farm or ranch
([dwelling type] = 8)COMMENT: R resides in a mobile home
Do [you/you or your spouse/partner] own this (ranch/farm), do you own PART of it, do you rent it, is it owned by a business, or something else?
([owns all/owns part/rent/owned by others])COMMENT: R (and spouse/partner) owns all/part of dwelling
What is your situation?
What is the present value of this farm/ranch, including this house, any other buildings and the immediately surrounding land? I mean, what would it bring if it were sold today?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([R owned entire ranch/farm at last assets interview] = 1)COMMENT: R owned all of ranch/farm at last assets interview
When we talked to you in [date of last assets interview], you said that you didn't own all of this farm/ranch. Is this correct?
What month and year did [you/you and your spouse/partner] buy the parts of this (farm/ranch) you didn't own last time we talked to you?
(ENTER MONTH AND YEAR.)
When [you/you and your spouse/partner] bought these other parts of this (farm/ranch) what was the purchase price?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first recieved this (gift/inheritance) what was the market value of this (farm/ranch)?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What month and year did [you/you and your spouse/partner] buy this (farm/ranch)?
When [you/you and your spouse/partner] first bought this (farm/ranch) what was the purchase price?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this (farm/ranch)?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last interview/your relationship began], have [you/you and your spouse/partner] remodeled this farm/ranch or made improvements to the property that added to its value?
About how much did it cost to remodel or make improvements to this property?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Now I'd like to ask about the part of the property that [you/you and your spouse/partner] personally own. About what percent of the total property is that? (ENTER PERCENT)
What is the present value of this farm/ranch including this house, any other buildings and the immediately surrounding land? I mean, about what would it bring if it were sold today?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What is the present value of the parts of this farm/ranch including this house, any other buildings and the immediately surrounding land that [you/you and your spouse/partner] own? I mean, about what would it bring if you sold your portion today?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
(HAND R SHOWCARD GG)Please look at this card. Can you tell me the letter of the category that is your best estimate of that amount?
([R owned entire ranch/farm at last assets interview] = 1)COMMENT: R owned all of the farm/ranch at last assets interview
When we talked to you in [date of last assets interview] you said that you owned all of this farm/ranch. Is that correct?
About how much did you receive after paying any commisions, mortgages or other debts when you sold a part of this farm/ranch since [date of last assets interview]?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-12800] > [YAST-2120])COMMENT: Percent of farm property R owned at last assets interview is > percent of property R currently owns
([YINC-12800]<[YAST-2120])COMMENT: Percent of farm property R owned at last assets interview is < percent of property R currently owns
Since [date of last assets interview] have you sold parts of this farm/ranch?
About how much did you receive after paying any commissions, mortgages or other debts when you sold part of this farm/ranch since [date of last assets interview]?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last assets interview] have [you/you and your spouse/partner] bought additional parts of this farm/ranch?
What month and year did [you/you and your spouse/partner] buy the additional parts of this (farm/ranch) you didn't own when we we talked with you in [date of last assets interview]?
What month and year did [you/you and your spouse/partner] buy the parts of this (farm/ranch) that you own?
When [you/you and your spouse/partner] first bought these parts of this (farm/ranch), what was the purchase price?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance), what was the market value of this (farm/ranch)?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [you sold part of this farm or ranch/you have owned the parts of this farm or ranch you currently own] have [you/you and your spouse/partner] remodeled this farm/ranch or made improvements to the property that added to the value or what you own?
About how much did it cost to remodel or make these improvements to this property?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Do [you/you or your spouse/partner] own this mobile home and the site or lot, do you own only the mobile home, do you own only the site, do you rent both the mobile home and the site, or what?
What is the present value of this mobile home and site? That is, about how much would they bring if they were sold today?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([mobtype])COMMENT: branch according to mobile home type at last assets interview
When we talked to you in [date of last assets interview] you said that you owned [only the mobile home/lot/neither the home or lot]. Is that correct?
What month and year did [you/you and your spouse/partner] buy this [lot/mobile home/home and lot] that you own?
When [you/you and your spouse/partner] brought this [lot/mobile home/home and lot] what was the purchase price?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this [lot/mobile home/home and lot]?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What month and year did [you/you and your spouse/partner] buy this mobile home and lot?
When [you/you and your spouse/partner] first bought this home and lot what was the purchase price?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this home and lot?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What is the present value of your mobile home? That is, about how much would it bring if it were sold today?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
How much rent do you pay for this mobile home site?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
(HAND R SHOWCARD HH)Please look at this card. Can you tell me the letter of the category that is your best estimate of that amount?
Is this per week, every two weeks, per month, every six month, per year or some other period?
[mobtype]COMMENT: R owned both mobile home and lot, just the home, or just the lot
When we talked to you in [date of last assets interview], you said that you owned both this mobile home and the lot. Is this correct?
About how much did you receive after paying any commissions, mortgages or other debts when you sold the lot?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When we talked to you in [date of last assets interview], you said that you owned this lot but didn't own this mobile home. Is this correct?
What month and year did [you/you and your spouse/partner] buy this mobile home that you own?
When [you/you and your spouse/partner] bought this mobile home what was the purchase price?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this mobile home?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What is the present value of your site or lot? That is, about how much would it bring if it were sold today?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
How much rent do you pay for this mobile home?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When we talked to you in [date of last assets interview], you said that you owned both this mobile home and lot. Is this correct?
About how much did you recieve after paying any commissions, mortgages or other debts when you sold the mobile home?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When we talked to you in [date of last assets interview], you said that you owned this mobile home but didn't own this lot. Is this correct?
About how much did you receive after paying any commission, mortgages or other debts when you sold the mobile home?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] bought this site or lot what was the purchase price?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this site or lot?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last interview/you have owned this property] have [you/you and your spouse/partner] remodeled or made improvements to the property that added to the value of it?
Do [you/you or your spouse/partner] own this (house/apartment), do you rent, or something else?
(([dwelling type]>=2) and ([dwelling type]<=6)) or ([dwelling type]=11)COMMENT: R lives in multi-unit structure
Do [you/you or your spouse/partner] own this unit as part of a condominium, co-op or townhouse association?
Do [you/you and your spouse/partner] own your entire building, or just your unit?
What is the present value of [your house/the entire building/your unit/this property]? That is, about how much would it bring if it were sold today?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([dwelling type] = 1)COMMENT: R resides in a house
([R owns building or unit]=1) AND ([R owned own unit at last assets interview]=1)COMMENT: R owned only the unit at last assets interview - now owns the whole building
([R owns building or unit]=2) AND ([R owned entire building at last assets interview]=1)COMMENT: R owned the whole building at last assets interview - now owns just the unit
When we talked to you in [date of last assets interview], you said that you owned only your unit in this building and not the entire building. Is this correct?
What month and year did [you/you and your spouse/partner] buy the units in this building you didn't own last time we talked to you?
When [you/you and your spouse/partner] bought the rest of this building what was the purchase price?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this (home/apt.)?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When we talked to you in [date of last assets interview], you said that you owned your entire building not just your unit. Is this correct?
About how much did you receive after paying commissions, mortgages or other debts when you sold the other units in this building?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What month and year did [you/you and your spouse/partner] buy [your house/the entire building/your unit/this property]?
When [you/you and your spouse/partner] first bought [your house/the entire building/your unit/this property] what was the purchase price?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of [your house/the entire building/your unit/this property]?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last interview/your relationship began] have [you/you and your spouse/partner] remodeled [your house/the entire building/your unit/this property] or made improvements to the property that added to its value?
(HAND R SHOWCARD FF)Please look at this card. Can you tell me the letter of the category that is your best estimate of that amount?
How much rent do you pay for this (INTERVIEWER: READ THE APPROPRIATE CATEGORY)(house/apartment/condo/coop/town house/farm/ranch/mobile home and site)?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
During an average month, about how much do you pay for utilities, such as heat, electricity, and water?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Is there a mortgage or land contract on this (INTERVIEWER: READ THE APPROPRIATE CATEGORY) (home and land/apartment/property)? (IF R ASKS, DO NOT INCLUDE HOME EQUITY LOANS, LINES OF CREDIT OR OTHER HOME-SECURED LOANS.)
How much is still owed on this mortgage or land contract?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YAST-1932] > 0) OR ([Range lower amount] > 0) OR ([YAST-1936] > 0) OR ([YAST-2002] > 0) OR ([Range lower amount] > 0) OR ([YAST-2006] > 0) OR ([YAST-2082] > 0) OR ([Range lower amount] > 0) OR ([YAST-2086] > 0) OR ([YAST-2342] > 0) OR ([Range lower amount] > 0) OR ([YAST-2346] > 0) OR ([YAST-2412] > 0) OR ([Range lower amount] > 0) OR ([YAST-2416] > 0) OR ([YAST-2492] > 0) OR ([Range lower amount] > 0) OR ([YAST-2496] > 0)COMMENT: R has bought a farm, part of a farm, or made improvements to a farm
([YAST-3202] > 0) OR ([Range lower amount] > 0) OR ([YAST-2306] > 0) OR ([YAST-3282] > 0) OR ([Range lower amount] > 0) OR ([YAST-3286] > 0) OR ([YAST-3462] > 0) OR ([Range lower amount] > 0) OR ([YAST-3466] > 0) OR ([YAST-3572] > 0) OR ([Range lower amount] > 0) OR ([YAST-3576] > 0) OR ([YAST-3652] > 0) OR ([Range lower amount] > 0) OR ([YAST-3656] > 0)COMMENT: R has bought a mobile home and/or lot, a building or unit, or made improvements
Since [date of last interview/your relationship began], did [you/you or your spouse/partner] receive any financial loans from relatives or friends when [you/you or your spouse/partner] bought or remodeled this residence?
(HAND R SHOWCARD LL) Please look at this card and tell me who loaned [you/you or your spouse/partner] money to help purchase this residence? (SELECT ALL THAT APPLY.)
Altogether how much did (this/these) individual(s) loan [you/you and your spouse/partner] to help purchase or remodel this residence?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-16400] > 0) OR ([YINC-16700] > 0)COMMENT: R had a mortgage or land contract at last assets interview or received any loans from family/friends at last assets interview
Last time we talked you indicated that [you/you or your spouse/partner] owed money on loans you received from relatives or friends to pay for your residence. Is this correct?
([R was loaned money for the residence] = 1)COMMENT: R has a loan from family/ friends
[Including loans from friends and relatives you told us about last time/Altogether] how much is still owed on the loans from friends and relatives you used to purchase or remodel this residence?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Do [you/you or your spouse/partner] have any other types of loans that use this property as collateral, including second mortgages, home equity loans, or any outstanding loans against a home equity line of credit?
How much is still owed on (this/these) loans(s)?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Did [you/you or your spouse/partner] pay, or will [you/you or your spouse/partner] pay, any property taxes on this residence or other property [you/you or your spouse/partner] owned in 2002?
How much did, or will, [you/you and your spouse/partner] pay in property taxes in 2002?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
We now have some questions about different kinds of savings, investments or other assets that [you/you or your spouse/partner] may have.
Do [you/you or your spouse/partner] own a business, partnership or professional practice, or any part of a business/partnership/professional practice?
If you sold all of the business/partnership/professional practice that [you own/you own and you own with your spouse or partner], including any real estate owned by the business/partnership/professional practice, and paid off any debts, would you lose money on the business, or would you make money on it, or would you just about break even? (IF RESPONDENT WOULD LOSE MONEY ON OWN BUSINESS, PARTNERSHIP OR PROFESSIONAL PRACTICE AFTER SALE ENTER NEGATIVE VALUE.)INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-17800] = 1)COMMENT: R owned a business at last assets interview
Since [date of last assets interview] would you say you have invested more of your own money in your business/partnership/professional practice or sold part of it, or not done either of these?
Since [date of last assets interview] how much of your own money have you invested in your business/partnership/professional practice?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last assets interview] how much did you get when you sold part of your business/partnership/professional practice?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Do [you/you or your spouse/partner] have any other real estate, such as a second home, vacation homes or condominiums (including any weeks in a time-share unit), land, rental real estate, a partnership, or money owed to you on a land contract or mortgage?
If you sold all of the other real estate that [you own/you own and you own with your spouse or partner] and paid off any debts on it, how much would you get? (IF RESPONDENT WOULD LOSE MONEY ON OTHER REAL ESTATE AFTER SALE ENTER NEGATIVE VALUE).INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-18100] = 1)COMMENT: R owned other real estate at last assets interview
Since [date of last assets interview] have [you/you and your spouse/partner] bought other real estate or sold some of the other real estate you owned when we talked to you, or not done either of these?
Since [date of last assets interview] how much other real estate did you buy?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last assets interview] how much did you get when you sold the other real estate you owned when we talked to you?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Now I would like to ask you some questions about any pension or retirement savings. Many employers and unions have pensions or retirement plans, some provide tax-deferred plans such as thrift/savings, 401 K's, profit sharing or stock ownership plans. Additionally, individuals can provide for their own retirement with IRA or Keogh plans. Do [you/you or your spouse/partner] have any savings in these types of plans?
What is the total value of all the savings [you have/you have in your own and you have jointly with your spouse or partner/you have jointly with your spouse or partner] in these types of plans?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-18400] = 1)COMMENT: R had retirement savings at last assets interview
Since [date of last assets interview] have [you/you and your spouse/partner] put more money into your retirement savings, or taken more money out, or not done either of these?
Since [date of last assets interview], how much money have you put into your retirement savings? Please don't include amounts contributed on your behalf by your or your [spouse/partner]'s employer.INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last assets interview] how much have you taken out of your retirement savings since we talked to you?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Excluding retirement savings, do [you/you or your spouse/partner] have any checking accounts, savings accounts or money market accounts or funds, including any such accounts held in investment trusts?
What is the (total) current balance in all of the checking, savings and money market accounts [you have/you have on your own and you have jointly with your spouse or partner/you have jointly with your spouse or partner]? (Average balance over the past month)INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-18700] = 1)COMMENT: R had any checking, savings or money market accounts at last assets interview
Considering all of the money [you/you and your spouse/partner] have put into and taken out of [your/your and your spouse's/partner's] checking, savings and money market accounts since [date of last assets interview], would you say that you have put more money into these accounts than you took out, took more money out of these accounts than you put in, or didn't add to or take out money from these accounts?
Since [date of last assets interview] how much more money have [you/you and your spouse/partner] put into your checking, savings, and money market accounts than you took out?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last assets interview] how much more money have [you/you and your spouse/partner] taken out of these accounts than you put in?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Excluding retirement plan savings, do [you/you or your spouse/partner] have any certificates of deposit (CDs) at financial institutions, government savings bonds, Treasury bills, or other corporate, municipal, government, or other types of bonds or bills, including any CDs, bonds, or bills held in investment trusts? (IF RESPONDENT ASKS, CDS ARE CERTIFICATES HELD FOR A SET PERIOD OF TIME THAT MUST BE CASHED OR RENEWED AT THE MATURITY DATE, GOVERNMENT SAVINGS BONDS MAY BE CALLED SERIES EE OR HH AND CAN BE PURCHASED BY PAYROLL DEDUCTION. IF NECESSARY, PROBE WITH EXAMPLES -- MORTGAGE BACKED BONDS SUCH AS THOSE FROM "GINNE-MAE" OR "FANNIE-MAE"; U.S. FREE BONDS; FOREIGN BONDS; CORPORATE BONDS.)
If you were to cash in all of the CD's, bonds and bills [you have/you have on your own and you have jointly with your spouse or partner/you have jointly with your spouse or partner], how much would you get?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-19000] = 1)COMMENT: R had any CD's, bonds or bills at last assets interview
Considering all of the CDs, bonds and bills [you/you and your spouse/partner] may have bought and sold or cashed in since [date of last assets interview], would you say that [you/you and your spouse/partner] bought more than you sold or cashed in, sold or cashed in more than you bought, or bought and cashed in about the same amount?
Since [date of last assets interview], how much more did [you/you and your spouse/partner] buy in CDs, bonds, and bills than you sold or cashed in?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last assets interview], how much more in CDs, bonds, and bills did [you/you and your spouse/partner] sell or cash in than you bought? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Excluding retirement plan savings, do [you/you or your spouse/partner] have any shares of stock in publicly-held corporations or mutual funds, including any stock or mutual funds held in investment trusts?
If you sold all of the shares of stock in publicly-held corporations [you have/ you have on your own and you have jointly with your spouse or partner/ you have jointly with your spouse or partner], including mutual funds, how much would you get?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-19400] = 1)COMMENT: R had any stocks or mutual funds at last assets interview
Considering all of the stocks and shares of mutual funds [you/you and your spouse/partner] may have bought and sold since [date of last assets interview], would you say that [you/you and your spouse/partner] bought more than you sold, sold more than you bought, or bought and sold about the same amount?
Since [date of last assets interview], how much more did [you/you and your spouse/partner] buy in stocks and mutual funds than you sold?
Since [date of last assets interview] how much more did [you/you and your spouse/partner] sell in stocks and mutual funds than you bought?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Do [you/you or your spouse/partner] own any vehicles such as a car, van, trucks, jeep-like vehicles, a motor home/RV, motorcycle, boat or airplane?
Altogether, what is the current market value of all of the vehicles [you own/ you own and you own jointly with your spouse or partner/ you own jointly with your spouse or partner]?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
How much is still owed on these vehicles?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
(HAND R SHOWCARD FF) Now we would like to get your best estimate of the value of your household furnishings you own, including furniture, major appliances, and home electronic items. When answering this question, please consider only items you own. If you own part of an item with someone else, only include the value of the part you own. Please look at this card and tell me the letter of your best estimate of the amount of money you would get if you were to sell all of your personal household furnishings and your portion of shared household items.
Do [you/you or your spouse/partner] have any other savings or substantial assets that we haven't already discussed -- for example money owed to you by others, the cash value of any whole or straight life insurance policies, future proceeds from a lawsuit or estate that has been settled, assets in a trust, annuity, or managed investment account, art work, precious metals, antiques, oil and gas leases, futures contracts, royalties, or something else?
If you sold all of the other assets [you own/ you have on your own and you have jointly with your spouse or partner/ you have jointly with your spouse or partner] how much would you get?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-20300] = 13)COMMENT: R had any other assets at last assets interview
Considering all of the other assets [you/you and your spouse/partner] may have bought and sold since [date of last assets interview], would you say that [you/you and your spouse/partner] bought more than you sold, sold more than you bought, or bought and sold about the same amount?
Since [date of last assets interview] how much more did [you/you and your spouse/partner] buy in these other assets than you sold?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last assets interview] how much more did [you/you and your spouse/partner] sell in these other assets than you bought?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Now I would like to ask you a few questions about any debts you might have other than mortgages and other real estate loans, business debts, and auto loans.
([prev.colloan] = 1)COMMENT: R reported college loans from relatives or friends
In previous interviews you reported receiving loans from parents, other relatives, or friends to help you attend a school or college. What is the total amount that you owe altogether on these educational loans from family members or friends?
([prev.govloan] = 1)COMMENT: R reported government subsidized or private college loans
In previous interviews you reported borrowing government-subsidized or other types of loans to attend a school or college. What is the total amount that you still owe altogether on these educational loans?
([YINC-20800] >= 0)COMMENT: R was loaned money from family/friends at last assets interview
Other than money someone loaned you for education expenses or for the purchase or remodelling of your home, have you ever had a loan from any relatives or friends who have loaned you $200 or more?
(HAND R SHOWCARD LL) Please look at this card and tell me who has ever loaned you $200 or more? (SELECT ALL THAT APPLY.)
INLIST ([YAST-5050],-2)COMMENT: R does not know who loaned them money
INLIST ([YAST-5050],-1)COMMENT: R refused to answer who loaned money
REPEAT ([loan loop])COMMENT: Loop who loaned R money
INLIST ([YAST-5050],[loan loop])COMMENT: This person was chosen as loaning R money
Altogether how much has/have your [family members/othe people] loaned you?
How much is still owed on this/these loan(s)?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
UNTIL ([loan loop],([loan loop] = 20 OR [number of people loaning R money] = 5))COMMENT: Conditions from loop met? Loop who loaned R money
Other than money someone loaned you for education expenses or for the purchase or remodelling of your home, since [date of last assets interview] have any relatives or friends loaned you $200 or more?
(HAND R SHOWCARD LL) Please look at this card and tell me who has loaned you $200 or more since [date of last assets interview]? (SELECT ALL THAT APPLY.)
INLIST ([YAST-5140],-2)COMMENT: R does not know who loaned them money since last assets interview
INLIST ([YAST-5140],-1)COMMENT: R refused to answer who loaned money since last assets interview
REPEAT ([loan loop])COMMENT: Loop who loaned R money since last assets interview
INLIST ([YAST-5140],[loan loop])COMMENT: This person was chosen as loaning R money since last assets interview
Since [date of last assets interview] how much has/have your [family members/othe people] loaned you?
Altogether, how much is still owed on this/these loan(s), including any money your [family members/othe people] may have loaned you before [date of last assets interview]?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
UNTIL ([loan loop],([loan loop] = 20 OR [number of people loaning R money] = 5))COMMENT: Conditions from loop met? Loop who loaned R money since last assets interview
Do [you/you or your spouse/partner] have any other debts that you CURRENTLY OWE MONEY ON that we have not already talked about? (Examples include store bills, credit cards, loans obtained through a bank or credit union, margin loans through a stock broker, and other installment loans. Include credit cards only if the respondent carries a balance.)
What is the total amount [you/you and your spouse/partner] owe altogether on these debts?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([marital status] = 1) OR ([R has a prtner in the household]=1)COMMENT: R is currently married or has a partner
([R has lived in a marriage/marriage-like relationship] = 1)COMMENT: R got married or starting living with spouse/partner since last assets interview
Thinking of all of the things your [spouse/partner] owned and his/her savings and investments when you got married or started living with your partner, if your [spouse/partner] had sold all of this and paid off any debts owed at that time, about how much would your [spouse/partner] have received?(IF SPOUSE/PARTNER HAD MORE DEBTS THAN ASSETS ENTER NEGATIVE VALUE)INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Does your [spouse/partner] have any savings or investments or own any assets that you do not share any interest in?
If your [spouse/partner] sold or cashed in all of the savings, investments and assets he/she owns that you do not have an interest in, how much would your [spouse/partner] receive?INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.