YAST30-200A [T60761.00] | Section: Assets30 |
{OWNFARMALL}==1|| {OWNFARMPT}==1
COMMENT: R owned all or part of farm/ranch at last assets interview
If Answer = 1 Then Go To YAST-1
YAST30-210A [T60762.00] | Section: Assets30 |
{OWNMOBILE}==1
COMMENT: R owned mobile home and/or lot at last assets interview
If Answer = 1 Then Go To YAST-1
YAST30-500A [T60764.00] | Section: Assets30 |
{OWNBLDG}==1
COMMENT: R owned the entire building at last assets interview
If Answer = 1 Then Go To YAST-1
YAST30-510A [T60765.00] | Section: Assets30 |
{OWNUNIT}==1
COMMENT: R owned just his/her unit at last assets interview
If Answer = 1 Then Go To YAST-1
YAST30-520A [T60766.00] | Section: Assets30 |
{OWNHOUSE}==1
COMMENT: R lived in a single family unit at last assets interview
If Answer = 1 Then Go To YAST-1
YAST-1 [T60767.00] | Section: Assets30 |
Is this the same place you were living when we talked to you on [LINTDATE~X]?
YAST-DLIMORTGAGE [T60768.00] | Section: Assets30 |
{DLI_HAD_MORTGAGE} ==1
COMMENT: R reported a mortgage at date of last interview
If Answer = 1 Then Go To YAST-2
YAST-DLIOWN2 [T60769.00] | Section: Assets30 |
{DLI_OWN_DWELLING}==1
COMMENT: R owned this dwelling unit at date of last interview
If Answer = 1 Then Go To YAST-CH6
YAST-2 [T60770.00] | Section: Assets30 |
When we talked to you on [LINTDATE~X], you reported that there was a mortgage on this [PREV_KEY_DWELLING_TXT]. Do you still have a mortgage on this [PREV_KEY_DWELLING_TXT]?
YAST-DLIOWNED [T60771.00] | Section: Assets30 |
{DLI_OWN_DWELLING}==1
COMMENT: R owned this dwelling unit at date of last interview
If Answer = 1 Then Go To YAST-8
YAST-8 [T60772.00] | Section: Assets30 |
Do you still own [PREV_KEY_DWELLING_TXT]?
YAST-9 [T60773.00] | Section: Assets30 |
Did you sell that [PREV_KEY_DWELLING_TXT]?
YAST-10 [T60774.00] | Section: Assets30 |
What month and year did you sell that [PREV_KEY_DWELLING_TXT]?
YAST-11 [T60775.00] | Section: Assets30 |
What was the sales price of that [PREV_KEY_DWELLING_TXT]?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST-12A [T60776.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST-12C
YAST-12B_000001 [] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST-12B_000002 [] | Section: Assets30 |
YAST-12C [T60777.00] | Section: Assets30 |
(REFER TO SHOWCARD KK)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $25,000 |
| 2 B. $25,001 - $50,000 |
| 3 C. $50,001 - $100,000 |
| 4 D. $100,001 - $250,000 |
| 5 E. $250,001 - $500,000 |
| 6 F. $500,001 - $1,000,000 |
| 7 G. More than $1,000,000 |
YAST-13 [T60778.00] | Section: Assets30 |
What happened to that [PREV_KEY_DWELLING_TXT]?
| 1 Foreclosure |
| 2 Gave to someone as a gift |
| 3 Something else, please (SPECIFY) |
YAST-INTRO [] | Section: Assets30 |
We now have some questions about your current housing situation.
YAST-CH1 [T60779.00] | Section: Assets30 |
Do [you/you and/or your spouse/you and/or your partner] own this [KEY_DWELLING_TXT], do you own PART of it, do you rent it, is it owned by a business, or something else?
PROBE IF NECESSARY: If you are paying off a mortgage on this property, we'll consider that you own it. SELECT CODE 1 OR 2 AS APPROPRIATE.
| 1 Respondent owns all |
| 2 Respondent and Spouse/Partner jointly own all |
| 3 Respondent owns part ...(Go To YAST-CH_CHECK) |
| 4 Respondent and Spouse/Partner jointly own part ...(Go To YAST-CH_CHECK) |
| 5 Spouse/Partner owns all/part separately from respondent |
| 6 Rents ...(Go To YAST30-AGE30ELIG2) |
| 7 Something else ...(Go To YAST-CH2) |
YAST-CH2 [T60780.00] | Section: Assets30 |
What is your housing situation?
| 1 LIVE WITH PARENT(s) |
| 2 LIVE WITH SPOUSE'S/PARTNER'S PARENT(s) |
| 3 HOUSING IS PART OF JOB COMPENSATION; LIVE-IN SERVANT; HOUSEKEEPER; GARDENER; FARM LABORER |
| 4 HOUSING IS A GIFT PAID FOR BY AN HU RESIDENT OTHER THAN R OR SPOUSE/PARTNER |
| 5 HOUSING IS A GIFT PAID FOR BY A FRIEND OR RELATIVE OUTSIDE OF THE HU |
| 6 HOUSING PAID FOR BY A GOVERNMENT AGENCY/WELFARE/CHARITABLE INSTITUTION |
| 7 SOLD HOME, NOT MOVED OUT OF IT YET |
| 8 LIVING IN HOUSE WHICH R WILL INHERIT; ESTATE IN PROGRESS |
| 9 LIVING IN TEMPORARY QUARTERS (GARAGE, SHED) WHILE HOME IS UNDER CONSTRUCTION |
| 10 LIVE HERE WITHOUT FORMAL ARRANGEMENTS; STAYING TEMPORARILY; SQUATTING |
| 97 OTHER (SPECIFY) |
YAST-CH_CHECK [T60781.00] | Section: Assets30 |
[YAST-CH1] == 1 || [YAST-CH1] == 2 || [YAST-CH1] == 3 || [YAST-CH1] == 4 || [YAST-CH1]==5
COMMENT: Respondent owns at least part of this dwelling unit
If Answer = 1 Then Go To YAST-CH3
YAST-CH3 [T60782.00] | Section: Assets30 |
What month and year did [you/you and/or your spouse/you and/or your partner] purchase this [KEY_DWELLING_TXT]?
| 1 ENTER MONTH AND YEAR |
| 2 SPOUSE/PARTNER OWNED PREVIOUSLY ...(Go To YAST-CH4) |
| 3 DID NOT PURCHASE FOR ANOTHER REASON (e.g., RECEIVED AS GIFT/INHERITANCE) ...(Go To YAST-CH8) |
YAST-CH3A [T60783.00] | Section: Assets30 |
(ENTER MONTH AND YEAR.)
YAST-CH4 [T60784.00] | Section: Assets30 |
When [you/you and/or your spouse/you and/or your partner] first bought this [KEY_DWELLING_TXT] what was the purchase price?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST-CH5A [T60785.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST-CH5C
YAST-CH5B_000001 [T60786.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST-CH5B_000002 [T60787.00] | Section: Assets30 |
YAST-CH5C [T60788.00] | Section: Assets30 |
(REFER TO SHOWCARD KK)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $25,000 |
| 2 B. $25,001 - $50,000 |
| 3 C. $50,001 - $100,000 |
| 4 D. $100,001 - $250,000 |
| 5 E. $250,001 - $500,000 |
| 6 F. $500,001 - $1,000,000 |
| 7 G. More than $1,000,000 |
YAST-CH6 [T60789.00] | Section: Assets30 |
Is there a mortgage on this [KEY_DWELLING_TXT]?
YAST-CH7 [T60790.00] | Section: Assets30 |
How much do [you/you and/or your spouse/you and/or your partner] owe on this mortgage?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST-CH7A [T60791.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST-CH7C
YAST-CH7B_000001 [T60792.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST-CH7B_000002 [T60793.00] | Section: Assets30 |
YAST-CH7C [T60794.00] | Section: Assets30 |
(REFER TO SHOWCARD KK)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $25,000 |
| 2 B. $25,001 - $50,000 |
| 3 C. $50,001 - $100,000 |
| 4 D. $100,001 - $250,000 |
| 5 E. $250,001 - $500,000 |
| 6 F. $500,001 - $1,000,000 |
| 7 G. More than $1,000,000 |
YAST-CH8 [T60795.00] | Section: Assets30 |
Are there any other types of loans that use your property as collateral, including second mortgages, home equity loans, or any outstanding balances against a home equity line of credit?
YAST-CH8_1 [T60796.00] | Section: Assets30 |
How much is still owed on these loans?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST-CH8A [T60797.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST-CH8C
YAST-CH8B_000001 [T60798.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST-CH8B_000002 [T60799.00] | Section: Assets30 |
YAST-CH8C [T60800.00] | Section: Assets30 |
(REFER TO SHOWCARD KK)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $25,000 |
| 2 B. $25,001 - $50,000 |
| 3 C. $50,001 - $100,000 |
| 4 D. $100,001 - $250,000 |
| 5 E. $250,001 - $500,000 |
| 6 F. $500,001 - $1,000,000 |
| 7 G. More than $1,000,000 |
YAST30-AGE30ELIG1 [T60801.00] | Section: Assets30 |
([KEY_AGEDOL]==16)
COMMENT: R was born in 1980
If Answer = 1 Then Go To YAST30-CH9
YAST30-CH9 [T60802.00] | Section: Assets30 |
Other than any loans you may have mentioned earlier, did any relatives or friends give [you/you and/or your spouse/you and/or your partner] a financial loan to buy or to remodel this residence?
YAST30-CH10 [T60803.00] | Section: Assets30 |
Altogether how much do [you/you and/or your spouse/you and/or your partner] owe to your relatives and/or friends on loans given to [you/you and/or your spouse/you and/or your partner] to help purchase or remodel this residence?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-CH10A [T60804.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-CH10C
YAST30-CH10B_000001 [] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-CH10B_000002 [] | Section: Assets30 |
YAST30-CH10C [T60805.00] | Section: Assets30 |
(REEFER TO SHOWCARD KK)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $25,000 |
| 2 B. $25,001 - $50,000 |
| 3 C. $50,001 - $100,000 |
| 4 D. $100,001 - $250,000 |
| 5 E. $250,001 - $500,000 |
| 6 F. $500,001 - $1,000,000 |
| 7 G. More than $1,000,000 |
YAST-HOUSEVALUE [T60806.00] | Section: Assets30 |
What is the present value of this [KEY_DWELLING_TXT]? I mean, what would it bring if [it/your portion] were sold today?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST-CHHVA [T60807.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST-CHHVC
YAST-CHHVB_000001 [T60808.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST-CHHVB_000002 [T60809.00] | Section: Assets30 |
YAST-CHHVC [T60810.00] | Section: Assets30 |
(REFER TO SHOWCARD KK)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $25,000 |
| 2 B. $25,001 - $50,000 |
| 3 C. $50,001 - $100,000 |
| 4 D. $100,001 - $250,000 |
| 5 E. $250,001 - $500,000 |
| 6 F. $500,001 - $1,000,000 |
| 7 G. More than $1,000,000 |
YAST30-AGE30ELIG2 [T60811.00] | Section: Assets30 |
([KEY_AGEDOL]==16)
COMMENT: R was born in 1980
If Answer = 1 Then Go To YAST30-4000
YAST30-4000 [] | Section: Assets30 |
Next we want to understand, generally, what your assets and debts are, at about the time when you are close to age 30. You may remember us asking you similar questions when you were about age 25.
YAST30-4000S1 [T60812.00] | Section: Assets30 |
{PREV_OTHER_ASSETS}==1
COMMENT: The respondent reported ownership of ANY assets other than a car or vehicle during the last assets interview
If Answer = 0 Then Go To YAST30-4000S2
YAST30-4000S2 [T60813.00] | Section: Assets30 |
{PREV_ASTMARCHANGE}==1 || {CUR_ASTMARCHANGE}==1
COMMENT: R has reported a change in marital (or partner) status since the last assets interview
If Answer = 0 Then Go To YAST30-4000S3
YAST30-4000S3 [T60814.00] | Section: Assets30 |
{YINC-2000}==1 || {YINC-2900}==1 || {YINC-4300}==1 || {YINC-4600}==1 || {YINC-4900}==1
COMMENT: The respondent reported interest, dividend, or rental property income
If Answer = 0 Then Go To YAST30-4000S3A
YAST30-4000S3A [T60815.00] | Section: Assets30 |
{YAST30-9}==1 || ({ASSETTEXTSUB} >=1 && {ASSETTEXTSUB} <=4) || {YAST30-8}==1 || {YAST30-CH1}==1 || {YAST30-CH1}==2 || {YAST30-CH1}==3 || {YAST30-CH1}==4
COMMENT: The respondent reported owning own home or selling previous home
If Answer = 0 Then Go To YAST30-4000S4
YAST30-4000S4 [T60816.00] | Section: Assets30 |
Since [LASTASTINTDATE~X], have [you/you or your spouse/you or your partner] opened any account at a bank or a credit union such as a checking account or a savings account?
YAST30-4000S5 [T60817.00] | Section: Assets30 |
Since [LASTASTINTDATE~X], have [you/you or your spouse/you or your partner] bought, inherited, or been given certificates of deposit, U.S. Savings Bonds, stocks, or other financial investments?
YAST30-4000S6 [T60818.00] | Section: Assets30 |
Since [LASTASTINTDATE~X], have [you/you or your spouse/you or your partner] participated in an employer-sponsored plan that saves for retirement such as a 401K or 403B or contributed to a plan that saves for retirement, such as an IRA or a Keogh plan or an account for saving for educational expenses, such as a Coverdell IRA or 529 plan?
YAST30-4000S8 [T60819.00] | Section: Assets30 |
Do [you/you or your spouse/you or your partner] currently own or are [you/you or your spouse/you or your partner] purchasing a car or other type of motor vehicle, such as a van, truck, jeep-like vehicle, a motor home/RV, motorcycle, or airplane? Please do not include vehicles that you lease or have use of, but do not own.
YAST30-4000S9 [T60820.00] | Section: Assets30 |
Altogether, what is the current market value of all of the vehicles [you/you or your spouse/you or your partner] have?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-4000S9A [T60821.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4000S9C
YAST30-4000S9B_000001 [] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4000S9B_000002 [] | Section: Assets30 |
YAST30-4000S9C [T60822.00] | Section: Assets30 |
(REFER TO SHOWCARD II)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $1,000 |
| 2 B. $1,001 - $2,500 |
| 3 C. $2,501 - $5,000 |
| 4 D. $5,001 - $10,000 |
| 5 E. $10,001 - $25,000 |
| 6 F. $25,001 - $50,000 |
| 7 G. $50,001 - $100,000 |
| 8 H. More than $100,000 |
YAST30-4000S10 [T60823.00] | Section: Assets30 |
How much is still owed on these vehicles?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-4000S10A [T60824.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4000S10C
YAST30-4000S10B_000001 [] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4000S10B_000002 [] | Section: Assets30 |
YAST30-4000S10C [T60825.00] | Section: Assets30 |
(REFER TO SHOWCARD II)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $1,000 |
| 2 B. $1,001 - $2,500 |
| 3 C. $2,501 - $5,000 |
| 4 D. $5,001 - $10,000 |
| 5 E. $10,001 - $25,000 |
| 6 F. $25,001 - $50,000 |
| 7 G. $50,001 - $100,000 |
| 8 H. More than $100,000 |
YAST30-4400 [T60826.00] | Section: Assets30 |
Do [you/you and/or your spouse/you and/or your partner] have any checking accounts, savings accounts or money market accounts or funds?
YAST30-4420 [T60827.00] | Section: Assets30 |
What is the (total) current balance in all of the checking, savings and money market accounts [you/you and/or your spouse/you and/or your partner] have? (Average balance over the past month)
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-4422 [T60828.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4426
YAST30-4424_000001 [T60829.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4424_000002 [T60830.00] | Section: Assets30 |
YAST30-4426 [T60831.00] | Section: Assets30 |
(REFER TO SHOWCARD S)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $1,000 |
| 2 B. $1,001 - $2,500 |
| 3 C. $2,501 - $5,000 |
| 4 D. $5,001 - $10,000 |
| 5 E. $10,001 - $25,000 |
| 6 F. $25,001 - $50,000 |
| 7 G. $50,001 - $100,000 |
| 8 H. $100,001 - $250,000 |
| 9 I. More than $250,000 |
YAST30-4530 [T60832.00] | Section: Assets30 |
Excluding retirement plan savings, do [you/you and/or your spouse/you and/or your partner] have any certificates of deposit (CDs) at financial institutions, government savings bonds, Treasury bills, or other types of corporate, municipal, government 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.
YAST30-4550 [T60833.00] | Section: Assets30 |
If you were to cash in all of the CD's, bonds and bills [you/you and/or your spouse/you and/or your partner] have, how much would you get?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-4552 [T60834.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4556
YAST30-4554_000001 [T60835.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4554_000002 [T60836.00] | Section: Assets30 |
YAST30-4556 [T60837.00] | Section: Assets30 |
(REFER TO SHOWCARD S)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $1,000 |
| 2 B. $1,001 - $2,500 |
| 3 C. $2,501 - $5,000 |
| 4 D. $5,001 - $10,000 |
| 5 E. $10,001 - $25,000 |
| 6 F. $25,001 - $50,000 |
| 7 G. $50,001 - $100,000 |
| 8 H. $100,001 - $250,000 |
| 9 I. More than $250,000 |
YAST30-4660 [T60838.00] | Section: Assets30 |
Do [you/you and/or your spouse/you and/or your partner] have any shares of stock in publicly-held corporations or mutual funds, including any stock or mutual funds held in investment trusts?
YAST30-4680 [T60839.00] | Section: Assets30 |
If you sold all of the shares of stock in publicly-held corporations [you/you and/or your spouse/you and/or your partner] have, including mutual funds, how much would you get?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-4682 [T60840.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4686
YAST30-4684_000001 [T60841.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4684_000002 [T60842.00] | Section: Assets30 |
YAST30-4686 [T60843.00] | Section: Assets30 |
(REFER TO SHOWCARD S)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $1,000 |
| 2 B. $1,001 - $2,500 |
| 3 C. $2,501 - $5,000 |
| 4 D. $5,001 - $10,000 |
| 5 E. $10,001 - $25,000 |
| 6 F. $25,001 - $50,000 |
| 7 G. $50,001 - $100,000 |
| 8 H. $100,001 - $250,000 |
| 9 I. More than $250,000 |
YAST30-4270 [T60844.00] | Section: Assets30 |
Now I would like to ask you some questions about any employer-sponsored pension or retirement savings. Many employers and unions offer pensions or retirement plans; some provide tax-deferred plans such as 401 K's, profit sharing or stock ownership plans. Do [you/you and/or your spouse/you and/or your partner] have any savings in these types of plans?
(READ IF NECESSARY) Other examples include 403B plans, 457 plans, IRA-SEP plans, and IRA-SIMPLE plans. Please do not include Traditional IRAs, Roth IRAs, or education IRAs as these will be asked about later.
YAST30-4290 [T60845.00] | Section: Assets30 |
What is the total value of all the savings [you/you and/or your spouse/you and/or your partner] have in employer-sponsored plans that save for retirement?
(READ IF NECESSARY:) Tax-advantaged accounts such as IRA or Keogh plans or accounts for saving for educational expenses, such as Coverdell IRAs or 529 plans will be collected later.
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-4292 [T60846.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4296
YAST30-4294_000001 [T60847.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4294_000002 [T60848.00] | Section: Assets30 |
YAST30-4296 [T60849.00] | Section: Assets30 |
(REFER TO SHOWCARD JJ)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $5,000 |
| 2 B. $5,001 - $10,000 |
| 3 C. $10,001 - $25,000 |
| 4 D. $25,001 - $50,000 |
| 5 E. $50,001 - $100,000 |
| 6 F. $100,001 - $250,000 |
| 7 G. $250,001 - $500,000 |
| 8 H. More than $500,000 |
YAST30-FA_8 [T60850.00] | Section: Assets30 |
(Other than the accounts you have through your employer,) Do [you/you or your spouse/you or your partner] have any money in IRAs, Keoghs, variable annuities, 529 plans, or other tax-advantaged accounts?
YAST30-FA_8A [T60851.00] | Section: Assets30 |
Now, I'll read you a list of different types of tax-advantaged accounts. Please tell me which of these [you/you or your spouse/you or your partner] hold. Do [you/you or your spouse/you or your partner] hold Traditional IRA's, Roth IRA's, Coverdell or education IRA's, Keoghs, variable annuities, 529 plans or some other kind of tax-advantaged account?
(INTERVIEWER: PLEASE SELECT ALL THAT APPLY.)
| 1 Traditional IRA |
| 2 Roth IRA |
| 3 Coverdell IRAs or Education IRAs |
| 4 Keogh Plans |
| 5 Variable Annuities |
| 6 529 Plans (State Sponsored Education Plans) |
| 7 Other (SPECIFY) |
YAST30-FA_8-LOOP-BEGIN [] | Section: Assets30 |
FOR([ACCOUNTTYPE]=1;[ACCOUNTTYPE]<=9;[ACCOUNTTYPE]=[ACCOUNTTYPE]+1;
[YAST30-FA_8-LOOP-END])
YAST30-FA_8-INSELECTION [T60853.00] | Section: Assets30 |
INSELECTION([YAST30-FA_8A],[ACCOUNTTYPE])
COMMENT: R has a spouse or partner
If Answer = 1 Then Go To YAST30-FA_8B
YAST30-FA_8B [T60862.00] | Section: Assets30 |
Have [you/you or your spouse/you or your partner] withdrawn any money from this [Traditional IRA/Roth IRA/Coverdell IRAs or Education IRAs/Keogh Plans/Variable Annuities/529 Plans/] that you intend to pay back or redeposit?
YAST30-FA_8C1 [T60869.00] | Section: Assets30 |
What is the amount that [you/you or your spouse/you or your partner] intend to pay back on all withdrawals made on this [Traditional IRA/Roth IRA/Coverdell IRAs or Education IRAs/Keogh Plans/Variable Annuities/529 Plans/]?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-FA_8C2 [T60871.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-FA_8C4
YAST30-FA_8C3_000001 [] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-FA_8C3_000002 [] | Section: Assets30 |
YAST30-FA_8C4 [] | Section: Assets30 |
(REFER TO SHOWCARD JJ)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $5,000 |
| 2 B. $5,001 - $10,000 |
| 3 C. $10,001 - $25,000 |
| 4 D. $25,001 - $50,000 |
| 5 E. $50,001 - $100,000 |
| 6 F. $100,001 - $250,000 |
| 7 G. $250,001 - $500,000 |
| 8 H. More than $500,000 |
YAST30-FA_8D [T60873.00] | Section: Assets30 |
{TAXADVPAYBK_TEXT1} how much would be in this {ACCOUNTTYPETEXT}?
YAST30-FA_8-LOOP-END [] | Section: Assets30 |
ENDFOR
YAST30-4300 [T60880.00] | Section: Assets30 |
Does anyone owe [you/you and/or your spouse/you and/or your partner] $1000 or more from personal loans or from any mortgage loans that you have made to others, even if you are not sure that these people will repay you?
(READ IF NECESSARY:) Please do not include any loans owed to your business or farm as we will be talking about them later.
YAST30-4300A [T60881.00] | Section: Assets30 |
Altogether, how much are you owed from these loans?
YAST30-4300A1 [T60882.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4300A2
YAST30-4300B_000001 [T60883.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4300B_000002 [T60884.00] | Section: Assets30 |
YAST30-4300A2 [T60885.00] | Section: Assets30 |
(REFER TO SHOWCARD FF)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $5,000 |
| 2 B. $5,001 - $10,000 |
| 3 C. $10,001 - $25,000 |
| 4 D. $25,001 - $50,000 |
| 5 E. $50,001 - $100,000 |
| 6 F. $100,001 - $250,000 |
| 7 G. More than $250,000 |
YAST30-4790 [T60886.00] | Section: Assets30 |
Do [you/you and/or your spouse/you and/or your partner] own any vehicles such as a car, van, truck, jeep-like vehicle, a motor home/RV, motorcycle, boat or airplane? Please do not include vehicles that you lease or have use of, but do not own.
YAST30-4810 [T60887.00] | Section: Assets30 |
Altogether, what is the current market value of all of the vehicles [you/you and/or your spouse/you and/or your partner] own?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-4812 [T60888.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4816
YAST30-4814_000001 [T60889.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4814_000002 [T60890.00] | Section: Assets30 |
YAST30-4816 [T60891.00] | Section: Assets30 |
(REFER TO SHOWCARD FF)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $5,000 |
| 2 B. $5,001 - $10,000 |
| 3 C. $10,001 - $25,000 |
| 4 D. $25,001 - $50,000 |
| 5 E. $50,001 - $100,000 |
| 6 F. $100,001 - $250,000 |
| 7 G. More than $250,000 |
YAST30-4840 [T60892.00] | Section: Assets30 |
How much is still owed on these vehicles?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-4842 [T60893.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4846
YAST30-4844_000001 [T60894.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4844_000002 [T60895.00] | Section: Assets30 |
YAST30-4846 [T60896.00] | Section: Assets30 |
(REFER TO SHOWCARD FF)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $5,000 |
| 2 B. $5,001 - $10,000 |
| 3 C. $10,001 - $25,000 |
| 4 D. $25,001 - $50,000 |
| 5 E. $50,001 - $100,000 |
| 6 F. $100,001 - $250,000 |
| 7 G. More than $250,000 |
YAST30-4010 [T60897.00] | Section: Assets30 |
Do [you/you and/or your spouse/you and/or your partner] own a business, partnership or professional practice, or any part of a business/partnership/professional practice?
YAST30-4010A1 [] | Section: Assets30 |
Please list the names of all businesses and professional practices which [you/you and/or your spouse/you and/or your partner] currently own or in which [you/you and/or your spouse/you and/or your partner] are invested.
YAST30-4010A1A [] | Section: Assets30 |
INTERVIEWER: IF THE NAME OF THE BUSINESS OR PROFESSIONAL PRACTICE IS SPELLED INCORRECTLY, PLEASE CLICK ON "MODIFY ROW" NEXT TO THE NAME AND MAKE THE NECESSARY CORRECTIONS.
IF THERE ARE NO CORRECTIONS, PRESS "SUBMIT AND CONTINUE".
YAST30-4010A1B [] | Section: Assets30 |
INTERVIEWER: IF ANY BUSINESS OR PROFESSIONAL PRACTICE THAT WAS ADDED TO THE ROSTER IN THE PREVIOUS QUESTION SHOULD NOT BE ON THIS LIST, PLEASE CLICK ON "DELETE ROW" NEXT TO THE NAME OF THE PROGRAM.
IF THERE ARE NO DELETIONS, PRESS "SUBMIT AND CONTINUE".
YAST30-4010A2 [] | Section: Assets30 |
Now, I'm going to ask you some questions about each business or professional practice [you/you and/or your spouse/you and/or your partner] are currently invested in.
YAST30-4010A2A [T60898.00] | Section: Assets30 |
RECCOUNT ([BUSINESSES])
If Answer = 0 Then Go To YAST30-4140
YAST30-4010A2-LOOP-BEGIN [] | Section: Assets30 |
FOR([BPP_LOOP]=1; [BPP_LOOP]<=[TOTBPP]; [BPP_LOOP]=[BPP_LOOP]+1; [YAST30-4116A-LOOP-END])
YAST30-4010A3 [] | Section: Assets30 |
In answering these questions, please include all of the land, buildings, tools, equipment, intellectual property, and other assets that [you/you and/or your spouse/you and/or your partner] own as part of a business.
YAST30-4030A [T60899.00] | Section: Assets30 |
If you sold all of [BUSINESSES.NAME([BPP_LOOP])] that [you/you and/or your spouse/you and/or your partner] own, including any real estate owned by the business/partnership/professional practice, and paid off any debts, would you lose money, would you make money, or would you just about break even?
READ IF NECESSARY: Please include only the part of the business currently owned by you or your spouse or cohabiting partner.
YAST30-4032 [T60903.00] | Section: Assets30 |
How much money would [you/you and/or your spouse/you and/or your partner] make?
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4033A_000001
YAST30-4032A [T60906.00] | Section: Assets30 |
How much money would [you/you and/or your spouse/you and/or your partner] lose?
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4034A_000001
YAST30-4033A_000001 [T60908.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range you might make? What is the upper amount of the range you might make?
YAST30-4033A_000002 [T60909.00] | Section: Assets30 |
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4036
YAST30-4034A_000001 [T60910.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range you might lose? What is the upper amount of the range you might lose?
YAST30-4034A_000002 [T60911.00] | Section: Assets30 |
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4036A
YAST30-4036 [T60912.00] | Section: Assets30 |
(REFER TO SHOWCARD KK)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $25,000 |
| 2 B. $25,001 - $50,000 |
| 3 C. $50,001 - $100,000 |
| 4 D. $100,001 - $250,000 |
| 5 E. $250,001 - $500,000 |
| 6 F. $500,001 - $1,000,000 |
| 7 G. More than $1,000,000 |
YAST30-4036A [T60913.00] | Section: Assets30 |
(REFER TO SHOWCARD KK)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of how much you might lose?
| 1 A. $1 - $25,000 |
| 2 B. $25,001 - $50,000 |
| 3 C. $50,001 - $100,000 |
| 4 D. $100,001 - $250,000 |
| 5 E. $250,001 - $500,000 |
| 6 F. $500,001 - $1,000,000 |
| 7 G. More than $1,000,000 |
YAST30-4116A-LOOP-END [] | Section: Assets30 |
ENDFOR
YAST30-4140 [T60914.00] | Section: Assets30 |
Do [you/you and/or your spouse/you and/or your 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?
YAST30-4160 [T60915.00] | Section: Assets30 |
If you sold all of the other real estate that [you/you and/or your spouse/you and/or your partner] own and paid off any debts on it, how much would you get? IF RESPONDENT WOULD LOSE MONEY ON OTHER REAL ESTATE AFTER SALE SELECT TO ENTER NEGATIVE VALUE.
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-4162 [T60916.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4166
YAST30-4162N [T60917.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4166
YAST30-4164_000001 [T60918.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4164_000002 [T60919.00] | Section: Assets30 |
YAST30-4164N_000001 [T60920.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4164N_000002 [T60921.00] | Section: Assets30 |
YAST30-4166 [T60922.00] | Section: Assets30 |
(REFER TO SHOWCARD KK)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $25,000 |
| 2 B. $25,001 - $50,000 |
| 3 C. $50,001 - $100,000 |
| 4 D. $100,001 - $250,000 |
| 5 E. $250,001 - $500,000 |
| 6 F. $500,001 - $1,000,000 |
| 7 G. More than $1,000,000 |
YAST30-4870 [T60923.00] | Section: Assets30 |
(REFER TO SHOWCARD BBB)
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/you and/or your spouse/you and/or your partner] own. If [you/you and/or your spouse/you and/or your partner] own part of an item with someone else, only include the value of the part [you/you and/or your spouse/you and/or your partner] own. Please look at this card and tell me the letter of your best estimate of the amount of money [you/you and/or your spouse/you and/or your partner] would get if you were to sell all of [yours/your and/or your spouse's/yours and/or your partner's] personal household furnishings. Remember to include only your portion of household items that [you/you and/or your spouse/you and/or your partner] own with others.
| 8 A. $0 |
| 1 B. $1 - $5,000 |
| 2 C. $5,001 - $10,000 |
| 3 D. $10,001 - $25,000 |
| 4 E. $25,001 - $50,000 |
| 5 F. $50,001 - $100,000 |
| 6 G. $100,001- $250,000 |
| 7 H. More than $250,000 |
YAST30-4880 [T60924.00] | Section: Assets30 |
Do [you/you and/or your spouse/you and/or your partner] have any other savings or substantial assets that we haven't already discussed -- for example assets in a trust, annuity, or managed investment account, art work, precious metals, antiques, oil and gas leases, futures contracts, royalties, or something else?
YAST30-4900 [T60925.00] | Section: Assets30 |
If you sold all of the other assets [you/you and/or your spouse/you and/or your partner] own how much would you get?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-4902 [T60926.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-4906
YAST30-4904_000001 [] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-4904_000002 [] | Section: Assets30 |
YAST30-4906 [T60927.00] | Section: Assets30 |
(REFER TO SHOWCARD FF)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $5,000 |
| 2 B. $5,001 - $10,000 |
| 3 C. $10,001 - $25,000 |
| 4 D. $25,001 - $50,000 |
| 5 E. $50,001 - $100,000 |
| 6 F. $100,001 - $250,000 |
| 7 G. More than $250,000 |
YAST30-5010 [] | Section: Assets30 |
Now I would like to ask you a few questions about any debts [you/you or your spouse/you or your partner] might have other than mortgages and other real estate loans, business debts, and auto loans.
YAST30-5011 [T60928.00] | Section: Assets30 |
{PREV_COLLOAN}==1
COMMENT: R was loaned money from family/friends at last assets interview
If Answer = 1 Then Go To YAST30-5011A
YAST30-5011A [T60929.00] | Section: Assets30 |
In previous interviews you reported receiving loans from parents, other relatives, or friends to help you attend school or college. What is the total amount that you owe altogether on these educational loans from family members or friends?
YAST30-5012 [T60930.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5014
YAST30-5013_000001 [] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-5013_000002 [] | Section: Assets30 |
YAST30-5014 [T60931.00] | Section: Assets30 |
(REFER TO SHOWCARD II)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $1,000 |
| 2 B. $1,001 - $2,500 |
| 3 C. $2,501 - $5,000 |
| 4 D. $5,001 - $10,000 |
| 5 E. $10,001 - $25,000 |
| 6 F. $25,001 - $50,000 |
| 7 G. $50,001 - $100,000 |
| 8 H. More than $100,000 |
YAST30-5015 [T60932.00] | Section: Assets30 |
{PREV_GOVLOAN}==1
COMMENT: R was loaned money from government sources at last assets interview
If Answer = 1 Then Go To YAST30-5015A
YAST30-5015A [T60933.00] | Section: Assets30 |
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 owe altogether on these educational loans?
YAST30-5016 [T60934.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5018
YAST30-5017_000001 [T60935.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-5017_000002 [T60936.00] | Section: Assets30 |
YAST30-5018 [T60937.00] | Section: Assets30 |
(REFER TO SHOWCARD II)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $1,000 |
| 2 B. $1,001 - $2,500 |
| 3 C. $2,501 - $5,000 |
| 4 D. $5,001 - $10,000 |
| 5 E. $10,001 - $25,000 |
| 6 F. $25,001 - $50,000 |
| 7 G. $50,001 - $100,000 |
| 8 H. More than $100,000 |
YAST30-5019 [T60938.00] | Section: Assets30 |
{KEY_MARSTAT}==1 || {YOUTH_PARTNER}==1
COMMENT: R is currently married or has a partner
If Answer = 1 Then Go To YAST30-5040_NEW
YAST30-5040_NEW [T60939.00] | Section: Assets30 |
Does your [spouse/partner] have any educational loans from family/friends or government sources that s/he is still paying off?
YAST30-5074_NEW [T60940.00] | Section: Assets30 |
What is the total amount that your [spouse/partner] owes altogether for educational loans given by family/friends and from government-subsidized or other types of loans to attend school or college?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-5082_NEW [T60941.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5086_NEW
YAST30-5084_000001_NEW [T60942.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-5084_000002_NEW [T60943.00] | Section: Assets30 |
YAST30-5086_NEW [T60944.00] | Section: Assets30 |
(REFER TO SHOWCARD FF)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $5,000 |
| 2 B. $5,001 - $10,000 |
| 3 C. $10,001 - $25,000 |
| 4 D. $25,001 - $50,000 |
| 5 E. $50,001 - $100,000 |
| 6 F. $100,001 - $250,000 |
| 7 G. More than $250,000 |
YAST30-5130 [T60945.00] | Section: Assets30 |
Do you owe any relatives $1000 or more not counting any money someone loaned [you/you or your spouse/you or your partner] for education expenses or for the purchase or remodeling of your home?
YAST30-5170 [T60946.00] | Section: Assets30 |
Altogether, how much is still owed on this/these loan(s)?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-5172 [T60947.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5176
YAST30-5174_000001 [] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-5174_000002 [] | Section: Assets30 |
YAST30-5176 [T60948.00] | Section: Assets30 |
(REFER TO SHOWCARD S)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $1,000 |
| 2 B. $1,001 - $2,500 |
| 3 C. $2,501 - $5,000 |
| 4 D. $5,001 - $10,000 |
| 5 E. $10,001 - $25,000 |
| 6 F. $25,001 - $50,000 |
| 7 G. $50,001 - $100,000 |
| 8 H. $100,001 - $250,000 |
| 9 I. More than $250,000 |
YAST30-5210A [T60949.00] | Section: Assets30 |
Do [you/you or your spouse/you or your partner] have any credit cards, such as Visa, American Express, or credit cards for specific stores, such as department stores or gas stations?
YAST30-5210AA [T60950.00] | Section: Assets30 |
Thinking of your most recent credit card statements, did you or will you pay off ALL your balances in full?
YAST30-5210A1 [T60951.00] | Section: Assets30 |
Again, thinking of your most recent credit card bills, roughly what is the total balance you carried over or will carry over across all of these accounts after [you/you and/or your spouse/you and/or your partner] have made your planned payments on these credit cards?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-5210A2 [T60952.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5210A4
YAST30-5210A3_000001 [] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-5210A3_000002 [] | Section: Assets30 |
YAST30-5210A4 [T60953.00] | Section: Assets30 |
(REFER TO SHOWCARD II)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $1,000 |
| 2 B. $1,001 - $2,500 |
| 3 C. $2,501 - $5,000 |
| 4 D. $5,001 - $10,000 |
| 5 E. $10,001 - $25,000 |
| 6 F. $25,001 - $50,000 |
| 7 G. $50,001 - $100,000 |
| 8 H. More than $100,000 |
YAST30-5210B1 [T60954.00] | Section: Assets30 |
Do [you/you or your spouse/you or your partner] owe any money on any credit card accounts that you no longer have, such as Visa, American Express, or credit cards for specific stores, such as department stores or gas stations?
YAST30-5210C1 [T60955.00] | Section: Assets30 |
After the most recent payment, roughly what was the balance still owed on all of these accounts together?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-5210C2 [T60956.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5210C4
YAST30-5210C3_000001 [T60957.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-5210C3_000002 [T60958.00] | Section: Assets30 |
YAST30-5210C4 [T60959.00] | Section: Assets30 |
(REFER TO SHOWCARD GG)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $1,000 |
| 2 B. $1,001 - $2,500 |
| 3 C. $2,501 - $5,000 |
| 4 D. $5,001 - $10,000 |
| 5 E. $10,001 - $25,000 |
| 6 F. $25,001 - $50,000 |
| 7 G. More than $50,000 |
YAST30-5210D1 [T60960.00] | Section: Assets30 |
(Aside from the accounts that we talked about,) Do [you/you or your spouse/you or your partner] currently owe money to any other businesses, such as stores, doctor's offices, hospitals, or banks. Please include any installment plans, rent-to-own accounts, or any other business that you owe money to.
YAST30-5210D1A [T60961.00] | Section: Assets30 |
After the most recent payments were made on these accounts, what was the balance still owed?
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-5210D2 [T60962.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5210D4
YAST30-5210D3_000001 [T60963.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-5210D3_000002 [T60964.00] | Section: Assets30 |
YAST30-5210D4 [T60965.00] | Section: Assets30 |
(REFER TO SHOWCARD GG)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $1,000 |
| 2 B. $1,001 - $2,500 |
| 3 C. $2,501 - $5,000 |
| 4 D. $5,001 - $10,000 |
| 5 E. $10,001 - $25,000 |
| 6 F. $25,001 - $50,000 |
| 7 G. More than $50,000 |
YAST30-5250 [T60966.00] | Section: Assets30 |
{KEY_MARSTAT}==1 || {YOUTH_PARTNER}==1
COMMENT: R is currently married or has a partner
If Answer = 1 Then Go To YAST30-5260
YAST30-5260 [T60967.00] | Section: Assets30 |
{LASTASTSPOPAR}==1 || {KEY_EVERLIVED3}==1
COMMENT: R got married or starting living with spouse/partner since last assets interview
If Answer = 1 Then Go To YAST30-5280
YAST30-5280 [T60968.00] | Section: Assets30 |
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 SELECT TO ENTER NEGATIVE VALUE
INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
YAST30-5282 [T60969.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5286
YAST30-5282N [T60970.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5286
YAST30-5284_000001 [T60971.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-5284_000002 [T60972.00] | Section: Assets30 |
YAST30-5284N_000001 [T60973.00] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-5284N_000002 [T60974.00] | Section: Assets30 |
YAST30-5286 [T60975.00] | Section: Assets30 |
(REFER TO SHOWCARD KK)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $25,000 |
| 2 B. $25,001 - $50,000 |
| 3 C. $50,001 - $100,000 |
| 4 D. $100,001 - $250,000 |
| 5 E. $250,001 - $500,000 |
| 6 F. $500,001 - $1,000,000 |
| 7 G. More than $1,000,000 |
YAST30-5310 [T60976.00] | Section: Assets30 |
We understand that some couples have savings, investments, and businesses that are owned by only one person in the couple and that other couples own most assets jointly. Does your [spouse/partner] have any savings, investments, businesses, or own any assets that you do not share any interest in?
YAST30-5320 [T60977.00] | Section: Assets30 |
If your [spouse/partner] sold or cashed in all of the savings, investments, businesses 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.
YAST30-5322 [T60978.00] | Section: Assets30 |
(ENTER AMOUNT)
If Answer >= -2 AND Answer <= -1 Then Go To YAST30-5326
YAST30-5324_000001 [] | Section: Assets30 |
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
YAST30-5324_000002 [] | Section: Assets30 |
YAST30-5326 [T60979.00] | Section: Assets30 |
(REFER TO SHOWCARD KK)
[[Please look at this card/ ]]
Can you tell me the letter of the category that is your best estimate of that amount?
| 1 A. $1 - $25,000 |
| 2 B. $25,001 - $50,000 |
| 3 C. $50,001 - $100,000 |
| 4 D. $100,001 - $250,000 |
| 5 E. $250,001 - $500,000 |
| 6 F. $500,001 - $1,000,000 |
| 7 G. More than $1,000,000 |
YAST30-5400 [] | Section: Assets30 |
Sometimes people go through hard times financially. The next few questions are about any financial difficulties you may have gone through recently.
YAST30-5410 [T60980.00] | Section: Assets30 |
Now thinking of all the various loan or mortgage payments [you/you or your spouse/you or your partner] made during the last year, were all payments made the way they were scheduled, or were payments on any of the loans sometimes made later or missed?
| 1 All payments were made on schedule |
| 2 Payments were sometimes made late or missed ...(Go To YAST30-5411) |
| 3 No payments due |
YAST30-5411 [T60981.00] | Section: Assets30 |
Were [you/you or your spouse/you or your partner] ever behind in your payments by two months or more?
YAST30-5420 [T60982.00] | Section: Assets30 |
Have [you/you or your spouse/you or your partner] ever declared bankruptcy?
YAST30-5421 [T60983.00] | Section: Assets30 |
How many times have [you/you or your spouse/you or your partner] declared bankruptcy?
YAST30-5422 [T60984.00] | Section: Assets30 |
Please think about the most recent time that [you/you or your spouse/you or your partner] declared bankruptcy. In what month and year was this?
YAST30-5423 [T60985.00] | Section: Assets30 |
What type of bankruptcy did [you/you or your spouse/you or your partner] declare? Was it...
| 1 Chapter 7, commonly referred to as Straight Bankruptcy |
| 2 Chapter 11, commonly referred to as Business Reorganization |
| 3 Chapter 12, commonly referred to as Family Farmer Reorganization |
| 4 Chapter 13, commonly referred to as Personal Debt Reorganization/Wage Earner Repayment Plan |
| 5 Other (SPECIFY) |