------------------------------------------------------------------------------------------------------------------------------------------------------CODEBOOK FOR 1983-1989 PANEL SCF
------------------------------------------------------------------------------------------------------------------------------------------------------Surveys of Consumer Finances
Board of Governors of the Federal Reserve System
Mail Stop 180
Washington, DC 20551
------------------------------------------------------------------------------------------------------------------------------------------------------To:
From:
Date:
Users of the 1983-89 SCF Panel Data
Arthur Kennickell, SCF Project Director
March 5, 1996
------------------------------------------------------------------------------------------------------------------------------------------------------NOTE: THIS DATA SET IS NOT INTENDED TO REPRODUCE THE CROSS-SECTION
RESULTS FROM THE 1983 OR 1989 SCF
This codebook describes briefly the construction of the 1983-1989
SCF panel data set. It also provides the authoritative descriptions
of the variables in the data set. For additional detail the user is
referred to the codebooks for the 1983, 1986 and 1989 surveys and to
Kennickell and McManus [1994] ("Multiple Imputation of the 1983 and
1989 Waves of the SCF").
The 1983 SCF was the first comprehensive wealth survey since the
1963 Survey of Financial Characteristics of Consumers and the 1964
reinterview which were conducted by Dorothy Projector at the Federal
Reserve. In 1986 a very brief reinterview was conducted with the 1983
SCF respondents. The 1989 SCF has a complex sample design which
provides both cross-section representation as well as information on
a subset of the 1983 respondents.
The 1983 SCF was based on a dual-frame design. One part was an
area-probability sample, which was intended to provide good coverage of
assets and liabilities that are broadly distributed in the population
(such as cars, mortgages, etc.). The second part of the sample was a
list of names developed from a sample of tax files maintained by the
Statistics of Income Division of the Internal Revenue Service. The
list sample was designed to improve the precision of estimates of
assets and liabilities that are held more narrowly by relatively
wealthy households. For more detail on the sample, see the 1983
cross-section codebook.
In 1989, there was a need to collect cross-section information on
household finances. In addition, there was a strong interest in
following the behavior of the 1983 SCF respondents. A complex sample
design was created to meet these objective and to control costs. The
final sample design for the 1989 SCF falls into two large pieces, a
completely new cross-section sample of 2000 completed cases and a
group of 1803 cases from an overlapping panel/cross-section design.
This second part of the sample consists of three major parts. First,
there is a list sample developed in 1983 using tax records. Since the
cross-section representation of these cases is not known, they are
counted only as panel cases. The remaining cases derive from a
modification of an area-probability sample generated for the 1983 SCF.
An interviewer was sent to a subsample of 1983 addresses, which is
described more fully below. If the person living at that address was
a respondent to the 1983 SCF or the spouse or partner of that person,
an attempt was made to obtain an interview. If the person living
there was a new person, an interview was attempted, and for a
subsample the original respondent was also pursued. The new person
had only cross-section representation and the 1983 respondent had only
panel representation. In general, the sample followed both 1983
respondents and the spouses or partners of 1983 respondents in cases
where the original couple had dissolved. A small supplemental sample
was added to the panel/cross-section to compensate for new
construction. For more detail, see the 1989 cross-section codebook and
the Sample Design and Weighting Documentation (Heeringa, Connor &
Woodburn, 1994).
The cleaned and imputed versions of the entire 1983 and 1986
surveys have been released to the public. The public version of the
1986 SCF is cleaned and imputed using information for the first two
waves of the survey. Previously only the cross-section part of the
1989 survey has been made available. The data set accompanying this
documentation includes all cases that were interviewed in 1989 that
have either cross-section and panel representation or only panel
representation. Of the 1479 cases in the panel data set, 849 were
included in the cross-section data release (these are households in
the area-probability sample that did not move from their 1983
residence).
In the 1989 survey, the questionnaires for the panel and
cross-section cases differed mainly in two areas. Unlike the
cross-section questionnaire, the panel questionnaire assumed the
availability of information reported earlier on marital history and
work history. Data from the earlier surveys were used to construct
variables for the panel cases that are comparable to those available
directly for the cross-section cases. Thus, the panel cases
contain original or recoded information corresponding to all of the
variables described in the codebook for the 1989 cross-section, a
version of which is included as Section V of this codebook. Not all
variables in the codebook are available on the public-use dataset. The
definitive list of the variables included in the public data set is
given at the end of this codebook.
The editing and imputation of panel data raises many problems
(Kennickell and McManus 1994). There is an immense amount of
information in the 1983, 1986 and 1989 surveys that could be checked
for inconsistencies and imputed for missing information. There are
several thousand variables available in each survey. In principle,
all of these variables form a joint distribution to be edited and
imputed simultaneously. While the editing task is very complicated,
the imputation task is much more formidable. A respondent may have
very complicated patterns of missing data over time. All missing data
should, in principle, be imputed conditioning on information available
regardless of the year of the survey. Thus, one should reimpute
earlier data to account for any new information.
To reduce the problems of processing the 1983-1989 panel data to
a managable level, a decision was made to limit the problem in
significant ways. First, the 1986 SCF is treated only as a source of
limited information for the construction of the cross-section
variables mentioned above and for some very limited editing. No other
information from the 1986 SCF is used in the construction of the
1983-1989 panel file and 1986 variables were not used to condition
either the 1983 or 1989 imputations. Thus, USERS ARE ADVISED NOT TO
USE THE IMPUTED DATA IN THIS FILE TOGETHER WITH IMPUTED 1986 DATA
WITHOUT DETAILED CONSIDERATION. Second, to reduce the scale of the
editing and imputation problem further, a summary version of the 1983
SCF was created to serve as a basis for editing and imputation. Most
of the variables described in the first three sections of this
codebook are summary variables created from the 1983 data set. Finally,
retrospective data collected in the 1989 panel questionnaire on
changes between 1983 and 1989 are generally not cleaned or imputed.
Our analysis indicates that these variables provide an unusably noisy
picture of change (see Kennickell and Starr-McCluer 1995). This
weakness in the data is not surprising given the length of the period
over which respondents were asked to recall information.
For cleaning and imputation, it is critical that we know what
items were reported by respondents and what items have missing values.
In the 1989 and later SCFs, shadow variables ("J-variables") are
available for all data values indicating whether the value in the
final data set is one given by a respondent, whether it was imputed
using range information provided by a respondent, whether it was
originally missing altogether, and other situations. Unfortunately,
such information is not available for the 1983 SCF. Moreover, the raw
and the cleaned and imputed data sets are contained in different files
with different forms of organization. Often changes were made in the
cleaned file based on additional information from the respondents or
from further editing of the paper questionnaires. In addition, data
were rearranged in the cleaned file to make the reported data
correspond more closely to a desired analytical arrangement. Very few
of these changes appear to heve been incorporated in the raw data.
To complete the processing of the panel in a reasonable time,
it was necessary to develop some rules to describe the original status
of the 1989 data. These rules embody some compromises. A pair of
shadow variables was constructed for most 1983 summary variables--a
J-variable comparable to those for the 1989 and later surveys (see
below for the definitions of the legal codes), and for money
variables, a variable that indicates what part of the variable was
originally provided by the respondent ("K-variable"). If the raw data
item (or items) most directly underlying a variable in the cleaned
data set contained a missing value code and it could not be determined
within a simple set of alternatives that the original data had been
moved to or from another location, the 1983 summary variable was
assigned a J-variable code indicating that the data were originally
missing. If it could be determined that some part of the original
data had been given by the respondent, this amount was included in the
K-variables. If the underlying data item was the same as a related
variable in the imputed data set, the information was taken to have
been reported by the respondent, the J-variable was given a code to
indicate this fact and the K-variable was assigned the same value as
the variable in the imputed data set. In the event that an item in the
imputed data set could not be linked to either a missing value or a
reported item in the raw data set, it was assumed that the data derived
from editing or retrieval activities performed after the creation of
the raw data set and the information was treated as if it had been
reported by the respondent. There is some unknown degree of error in
this series of assumptions used to determine the original status of
the data.
Missing values in the data were multiply-imputed (three times)
using a modified version of the software designed to impute the 1989
cross-section data, and additional software created specifically to
impute the 1983 summary data. Two facts are particulatly important to
note. First, the multiple imputations are stored as separate
replicates ("implicates") of each record. Thus, the public data set
contains 4,437 observations. Because muiltiple imputation seeks to
proxy the *distribution* of the missing information, there is no
"correct" implicate to use. Users are advised to use all three
implicates, but to beware (particularly in regressions) that the
degrees of freedom in their calculations will often be spuriously
inflated by standard computer packages unless users take appropriate
action (see Donald Rubin, *Multiple Imputation*, Wiley). Second,
users should note that the imputed values in this data set may differ
from those in the public versions of the 1983 and 1989 data sets. The
1983 cases and the 1989 panel cases with cross-section representation
in 1989 were imputed using only cross-section information. The
imputations in this panel data set are conditioned on information from
both the 1983 and 1989 surveys.
The imputations we provide are the result of an intensive effort
that frequently employs information that would not be available to
outside users. However, because the imputations in the data set are
flagged, users are free to perform their own imputations or to devise
other treatments for the missing data. Users may also wish to treat
the limited 1983 imputations provided as a core for their own
imputations of additional 1983 variables.
IT IS VERY IMPORTANT TO NOTE that statistics computed using
the panel file may differ from estimates made using either the full
1983 cross-section or the full 1989 cross-section. These differences
may be attributable to sampling error and our limited ability to make
corrections for nonresponse. It is also important to note the nature
of the population included in the panel. Obviously, everyone must
have been a respondent in 1983. Thus, immigrants since that time are
included only if they became a part of an existing sample family.
Another important group missing from the panel is most families with
heads under the age of 28 in 1989. Those heads of households would
have been under the age of 22 in 1983. Because of the fraction of
people in their late teens and early 20s who are attending college, in
the military, or living with their family, it is very unlikely that
the sample of independent young people observed in 1983 is at all
representative of householders in 1989. For this reason, the design
of the sample excludes households with heads under the age of 22 in
1983. A small number of such households appear in the panel sample
because the sample design followed both halves of couples that
separated since 1983.
To protect the confidentiality of information provided by
respondents, we have systematically altered the information in the
public use file according to rules developed jointly by the SCF staff
at the FRB, SOI, and SRC. The general outline of the procedure is as
follows. All dollar figures were rounded using the the SAS code
provided at the end of this introduction. For some categorical
variables, cells were collapsed--in particular, three-digit
occupation codes have been reduced to one digit. Many other
unspecified alterations of the data were made, and these changes
cannot be determined from any publicly-available information. This
class of changes is specifically designed to generate very little
distortion of the statistical properties of the data overall while
substantially reducing the probability that the data for any given
case represents an identifiable individual in the population.
Two analysis weights are available for the panel: WGT0195 and
WGT0296. WGT0195 is based on the FRB full sample weight for the
1983 cross section data (B3016). The weight is adjusted separately
for list and area cases using the adjustments computed by University
of Michigan's Survey Research Center (see Sample Design and Weighting
Documentation, Heeringa et. al.,1994). For the list cases, a
nonresponse adjustment is computed by 1983 income half-quantiles
(i.e. the 12.5, 25.0, 37.5, 50.0, ... percentiles). These adjustments
range from 1.14 to 1.330. For the area probability cases, there are
subsampling adjustments for the subselection by age and PSU, as well
as a nonresponse adjustment. The PSU selection factors range from 1
to 2, the age adjustment factor ranges from 1 to 4 and the nonresponse
adjustment ranges from 1.17 to 2.89. In creating the merged sample
analysis weights, the weights resulting from this procedure were
trimmed at the 95th percentile in cross categories of 1983 net worth
vs 1989 net worth and the cell frequencies were then adjusted to the
original weighted frequencies. The weight total was adjusted to the
1983 total of households with the age of the household head > 22 which
is 81,425,929, as estimated using the 1983 SCF cross sectional data.
WGT0296 is a refined version of WGT0195 developed for the purpose of
estimating changes in wealth between 1983 and 1989. For this purpose,
WGT0195 was subjected to a series of post-statification (age and
homeownership categories) and a three-stage raking (using net worth
categories for comparable age groups in the 1983 and 1989 SCF
cross-sections) designed to provide better estimates of saving.
We use this weight for all calculations of changes in wealth in the
panel sample. A discussion of the WGT0296 weight is given in
Kennickell and Woodburn 1996.
The main data values are stored using variable names
corresponding to the numbers given in the codebook below and having a
prefix of "X." The corresponding K-variables (only for dollar values
in the 1983 recode variables) and J-variables described above are
addressed using the same numbers, but with a prefix of "K" or "J"
respectively. Legal values for the J-variables for variables recoded
from 1983 data are:
0
= value reported on original tape (includes values reported in the
questionnaire that were alered during editing).
1
= question is inapplicable (e.g., R has no checking account
so value of checking account is coded as zero -- NOTE: zero is a
legitimate value for X-variables only for this value of the
associated J-variable).
46 = less that 30 percent of the original 1983 imputed value was
imputed.
50 = original response was DK.
51 = original response was NA (includes refusals, interviewer errors,
and missing data resulting from editing decisions). Does not
include data missing as a result of missing higer-order questions.
52 = original response missing as a result of missing information for
a higher-order question (typically a YES/NO cut question). In
this case, the higher-order question has been imputed in such
a way as to render response appropriate.
71 = more than 30 percent of the 1983 imputed value was imputed.
Legal J-variable values for 1989 variables are given in Section IV
below.
The user will notice that we do not provide the sort of summary
variables that were given in the codebook for the 1983 SCF. It is our
strong belief that users should consider carefully the variables that
underlie summary concepts, such as "financial assets." Guidance to
what we consider to be appropriate definitions for our purposes is
usually given in our published analysis (e.g., see Kennickell and
Starr-McCluer in the Federal Reserve Bulletin for October 1994).
Data for the survey were collected by the Survey Research Center
at the University of Michigan. Officers for the project at SRC were
Richard T. Curtin (1983 and 1986 SCF) and F. Thomas Juster (1989 SCF).
Others at SRC making particularly valuable contributions to the panel
survey include Stephen Heeringa, Dorothy Kempter, and Joan Schleffer.
Fritz Scheuren, former director of Statistics of Income at the
IRS provided unending intellectual and other support for the project,
and without his participation it is certain that we would not have
been as successful. Louise Woodburn, Barry Johnson, Tom Petska and
Bill Wong at SOI have contributed in a major way to sampling and data
processing.
Major funding for the 1989 reinterview survey was provided by
the Federal Reserve and the National Institute on Aging. Particular
thanks are due to Richard Suzman at NIA for his support and
encouragement. Additional funding was provided by the Department of
Health and Human Services, the Comptroller of the Currency, the
Federal Deposit Insurance Corporation, the General Accounting Office,
and the Joint Committee on Taxation. Thanks to the Board of Governors
and the official staff at the Federal Reserve, particularly James
Kichline, Michael Prell, Edward Ettin, Myron Kwast, and Barbara
Lowrey. Research assistance for the SCF at the Federal Reserve has
been provided by Aliki Antonatas, Phoebe Roaf, Daniel Kelley, Kurt
Strovink, Alex Wright, Robert Denk, James Faulkner, and Todd King.
Other SCF staff at the Federal Reserve have included Robert Avery,
Gregory Elliehausen, Gerhard Fries, Arthur Kennickell, Douglas
McManus, Janice Shack-Marquez, and Martha Starr-McCluer.
Although we have devoted considerable time to searching for
inconsistencies in the data, some of these problems seem to have no
obvious reconcilliation. Thus, seeming conflicts may remain.
Other types of inconsistencies may have been induced during
imputation, in spite of the elaborate checks that are built into the
imputation routines. We ask our colleagues who use this data set to
help us find the remaining irritating inconsistencies.
It is likely that some users will have trouble dealing with the
data at first. If after having framed a focused question and
exhausted all of your local resources your problem persists, you may
e-mail Gerhard Fries (gfries@frb.gov) or myself (akennickell@frb.gov).
We prefer correspondence via e-mail. While we would like to be
helpful to you, please realize that we have very limited resources to
devote to user services. We hope that by persistence, you will almost
always be able to figure out what you need by consulting the
questionnaire (available separately) and the codebook below.
---------------------------------------------------------------------------SAS CODE for rounding of dollar amounts for
public-use dataset
ARRAY AMT
{*} X412-X414 X420 X421 X423 X424 X426 X427 X429 X430
X505 X510 X512 X513 X518 X521 X525 X526 X602 X604
X607 X612 X614 X617 X619 X623 X627 X631 X635 X703
X708 X716 X717 X721 X804 X805 X808 X812 X813 X904
X905 X908 X912 X913 X1004 X1005 X1008 X1012 X1013
X1035 X1039 X1040 X1044 X1104 X1108 X1109 X1115
X1119 X1120 X1126 X1130 X1131 X1136 X1202 X1206
X1210 X1211 X1215 X1219 X1220 X1224 X1302 X1405
X1408-X1410 X1415 X1417 X1505 X1508-X1510 X1515
X1517 X1605 X1608-X1610 X1615 X1617 X1619 X1621
X1706 X1709 X1714 X1715 X1718 X1722 X1723 X1730
X1806 X1809 X1814 X1815 X1818 X1822 X1823 X1830
X1906 X1909 X1914 X1915 X1918 X1922 X1923 X1930
X2002 X2003 X2006 X2007 X2010 X2012 X2013 X2016
X2017 X2020 X2105 X2112 X2117 X2209 X2213 X2214
X2218 X2309 X2313 X2314 X2318 X2409 X2413 X2414
X2418 X2422 X2424 X2425 X2506 X2510 X2514 X2515
X2519 X2606 X2610 X2614 X2615 X2619 X2623 X2625
X2626 X2714 X2718 X2719
X2740 X2814 X2818 X2819
X2840 X2914 X2918 X2919
X2940 X3121 X3124 X3126
X3226 X3229-X3233 X3321
X3335-X3337 X3408-X3410
X3420-X3422 X3424-X3426
X3514 X3518 X3522 X3526
X3706 X3711 X3716 X3718
X3813 X3816 X3818 X3822
X3833 X3835 X3902 X3906
X3918 X3920 X3922 X3930
X4005 X4006 X4010 X4011
X4030 X4032 X4112 X4131
X4220 X4224 X4226 X4229
X4320 X4324 X4326 X4329
X4420 X4424 X4426 X4429
X4540 X4605 X4613 X5306
X5418 X5426 X5434 X5504
X5604 X5608 X5612 X5616
X5636 X5640 X5644 X5648
X5710 X5712 X5714 X5716
X5726 X5729 X5732 X5734
X5818 X5821 X5823 X5926
X6421 X6432 X6436 X6437
X4807 X4810 X4814 X4820
X4907 X4910 X4914 X4920
X5007 X5010 X5014 X5020
X5109 X5120 X5132 X5140
X8166 X8167 X8168
X2723 X2731
X2823 X2831
X2923 X2931
X3129-X3133
X3324 X3326
X3412-X3414
X3428-X3430
X3529 X3610
X3721 X3804
X3824 X3826
X3908 X3910
X3932 X3939
X4014 X4018
X4204 X4207
X4304 X4307
X4404 X4407
X4436 X4509
X5311 X5318
X5507 X5510
X5620 X5624
X5702 X5704
X5718 X5720
X5751 X5804
X5928 X6403
X6439 X4712
X4824 X4826
X4924 X4926
X5024 X5026
X5205 X5213
X50002
X50012
X50022
X50032
X50061
X50073
X50080
X50087
X50095
X50232
X50263
X50273
X50283
X50004
X50014
X50024
X50034
X50064
X50075
X50082
X50089
X50097
X50248
X50265
X50275
X50286
X50006
X50016
X50026
X50036
X50067
X50076
X50083
X50091
X50100
X50251
X50267
X50277
X50008
X50018
X50028
X50053
X50069
X50078
X50084
X50092
X50228
X50252
X50269
X50279
X50010
X50020
X50030
X50055
X50072
X50079
X50086
X50094
X50231
X50261
X50271
X50281
K50002
K50012
K50022
K50032
K50061
K50073
K50080
K50087
K50095
K50004
K50014
K50024
K50034
K50064
K50075
K50082
K50089
K50097
K50006
K50016
K50026
K50036
K50067
K50076
K50083
K50091
K50100
K50008
K50018
K50028
K50053
K50069
K50078
K50084
K50092
K50228
K50010
K50020
K50030
K50055
K50072
K50079
K50086
K50094
K50231
X2735 X2736
X2835 X2836
X2935 X2936
X3221 X3224
X3329-X3333
X3416-X3418
X3506 X3510
X3620 X3630
X3807 X3810
X3828 X3830
X3912 X3915
X3942 X4003
X4022 X4026
X4210 X4214
X4310 X4314
X4410 X4414
X4520 X4532
X5326 X5334
X5513 X5516
X5628 X5632
X5706 X5708
X5722 X5724
X5809 X5814
X6415 X6418
X4731 X4804
X4829 X4904
X4929 X5004
X5029 X5036
X8163 X8164
K50232
K50263
K50273
K50283
K50248 K50251 K50252 K50261
K50265 K50267 K50269 K50271
K50275 K50277 K50279 K50281
K50286
X24103
X26008
X26029
X26048
X26114
X26152
X26216
X26317
X26433
X26426
X26347
X24703
X26012
X26032
X26105
X26143
X26126
X26218
X26334
X26323
X26459
X26419
X25852
X26015
X26034
X26134
X26117
X26155
X26220
X26404
X26342
X26327
X26447
X25854
X26017
X26036
X26108
X26146
X26202
X26222
X26432
X26424
X26346
X26412
X25859 X25861
X26023 X26025
X26041 X26045
X26137 X26111
X26120 X26149
X26203 X26206
X26224 X26228
X26318 X26335
X26457 X26325
X26418 X26446
X26414;
X26005
X26027
X26046
X26140
X26123
X26207
X26232
X26405
X26344
X26328
DO I = 1 TO DIM(AMT);
IF (0 < AMT{I} < 5) THEN AMT{I}=1;
IF (5 <= (AMT{I}) < 1000) THEN DO;
AMT{I}=MAX(1,ROUND(AMT{I},10));
END;
IF (1000 <= AMT{I} < 10000) THEN DO;
AMT{I}=ROUND(AMT{I},100);
END;
IF (10000 <= AMT{I} < 100000) THEN DO;
AMT{I}=ROUND(AMT{I},1000);
END;
IF (100000 <= AMT{I} < 1000000) THEN DO;
AMT{I}=ROUND(AMT{I},10000);
END;
IF (1000000 <= AMT{I}) THEN DO;
AMT{I}=ROUND(AMT{I},100000);
END;
IF AMT{I} > 25000000 THEN AMT{I}=25000000;
IF (-1000 < (AMT{I}) <= - 5) THEN DO;
AMT{I}=ROUND(AMT{I},10);
END;
IF (-10000 < AMT{I} <= -1000) THEN DO;
AMT{I}=ROUND(AMT{I},100);
END;
IF (-100000 < AMT{I} <= -10000) THEN DO;
AMT{I}=ROUND(AMT{I},1000);
END;
IF (-1000000 < AMT{I} <= -100000) THEN DO;
AMT{I}=ROUND(AMT{I},10000);
END;
IF .Z < AMT{I} <= -1000000 THEN
AMT{I}=-1000000;
END;
*************************************************************************
****
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------TABLE OF CONTENTS
----------------I.
1989 control file variables relevant only to the panel
II.
Additional 1989 household listing variables for panel
III.
1989 variables collected only for the panel (including Section V)
Employment
Work History
1986-87 Income
Marital Status
Demographics
IV.
1983 recodes variables
Attitudes Toward Credit/Credit Cards
Housing
Land Contracts
Other Properties
Additions and Repairs
Vehicles
HH Durables and Other Debt
Other Loans
Savings Attitudes
Business Assets
Financial Assets
Employment
Income
V.
1989 variables
VI.
Editing instructions
*************************************************************************
****
IMPORTANT NOTE: not all variables listed below appear in the public
use data set -- see list of included variables near the
end of this file.
*************************************************************************
****
I. 1989 CONTROL FILE VARIABLES RELEVANT ONLY TO THE PANEL
----------------------------------------------------------
8000
R:
Respondent and spouse variables reversed to
male and spouse/partner in all subsequent
occurences in data set (data rearranged except
when male not living at sampled address). Also,
all response categories altered to reflect this
change.
1. REVERSED
5. NOT REVERSED
40001
40002
40003
40004
40005
40006
40007
40008
40009
40010
40011
40012
1989 ID number
Respondent type
1 Original Panel Member
2 '86 Splitoff
3 '89 Splitoff
0 Cross-Section Only
'83 PSU number
'83 SEGMENT number
'83 LINE number
Field Area Code
COVERSHEET COLOR
1 Green (define.....
2 Yellow (
3 Pink (
4 White (
STRATA
01 1983 Area Sample R Age 22-44
02 1983 Area Sample R Age 45+
03 1983 Area Sample R Less than 22 years - Not Panel
04 1983 Area Sample R - Not Panel due to Item MData
05 1983 Area Sample Refusal
06 1983 Area Sample NonInterview
07 1983 Area Sample NonSample
08 1983 High Income Sample Age 22-44
09 1983 High Income Sample Age 45+
11 1986 Splitoff
00 1989 Cross-Section only
SEGMENT SUBSAMPLE
0 Area Sample: Not in Segment Subsample
1 Area Sample: Included in Segment Subsample
9 High Income Sample
SAMPLE TYPE
1 List Sample (Panel Only)
2 Area Sample (Potential Panel/Cross-Section)
3 Area Sample (Cross-Section Only)
'86 MOVE CODE
1 Yes, moved
5 No, didn't move
0 Not interviewed in '86
TRACKING CODE
1 Track Respondent only
2 Track Respondent and '83 Spouse
3 Do not track
4 Cross-Section Only
40013
40014
40015
40016
40017
40018
40019
40021
40022
40023
40024
40025
40026
40027
40028
40029
40030
40031
40032
40033
40034
5 See Tracking Memo (Special instructions for selected
splitoff pairs) different housing units
'83 CASE ID
'83 RESULT CODE
'86 CASE ID
'86 RESULT CODE
'86 MARITAL STATUS
1 Married in '83; no spouse in '86
2 Not married in '83; married in '86
3 Married in both '83 and '86 - same spouse
4 Married in both '83 and '86 - different spouse
5 Not married in either '83 or '86
6 Married in '83; not interviewed in '86
7 Not married in '83; not interviewed in '86
9 NA
0 Cross-Section Only
SPLIT-OFF INDICATOR
0 Only R in sample
1 R and '83 spouse in sample independently
INITIAL INTERVIEW MODE INDICATOR
1 Face-to-face
2 Telephone
0 Cross-Section Only
INITIAL INTERVIEWER
IINTERVIEWER OF RECORD
REFUSAL CONVERSION INDICATOR
OTHER INTERVIEWER (involved in RC situation)
VERIFICATION INDICATOR
PROBLEM CODE
INTERVIEWER TO WHOM PROBLEM SENT
DATE PROBLEM SENT
PROBLEM RESOLUTION INDICATOR
DATE RESOLUTION RETURNED
'89 CASE#
2001 Cross-section only Interview series start
3001 Panel/Cross-section Interview series start
4001 Panel only Interview series start
5001 Cross-section only NonInterview series start
6001 Panel/Cross-section NonInterview series start
7001 Panel only NonInterview series start
8001 Cross-section only NonSample series start
9001 Panel/Cross-section NonSample series start
9501 Panel only NonSample series start
SAMPLE GROUP
Sample Group
1 Cross-section only (at '83 sample address but not
'83 R or spouse)
2 Panel/Cross-section ('83 R or spouse still at '83
sample address)
3 Panel Only ('83 R or spouse not at '83 sample
address)
RECEIPT DATE
RECEIPT MONTH
99 NA
40035
40036
40037
40038
40039
40040
40041
40042
40043
40044
40045
40046
40047
40048
40049
40050
RECEIPT DAY
99 NA
INTERVIEWER INTERVIEW NUMBER
999 NA
000 INAP., not an interview
INTERVIEW LENGTH (in minutes)
999 NA
000 INAP., not an interview
EDIT LENGTH (in minutes)
999 NA
000 INAP., not an interview
PERSUASION LETTER REQUIRED?
1 Yes
5 No
9NA
TOTAL CALLS (call # of final call)
99 NA
DATE OF FINAL RESULT
MONTH OF FINAL RESULT
99 NA
DAY OF FINAL RESULT
99 NA
'89 FINAL RESULT CODE
INTERVIEW MODE
1 Face-to-face
2 Telephone
9 NA
0 INAP., not an interview
DOES R LIVE AT HU?
1 Yes
5 No
9 NA
0 INAP., white (cross only)/pink (split-off) coversheet
DOES R'S SPOUSE LIVE AT HU?
1 Yes
5 No
9 NA
0 INAP., white (cross only)/pink (split-off) coversheet; R
not married in '83
CURRENTLY LIVING AT '83 SAMPLE ADDRESS?
1 Yes, R living at '83 sample address
2 Yes, '83 spouse only living at '83 sample address
3 Yes, current resident living at '83 sample address
(not R or '83 spouse)
5 No, HU not '83 sample address
9 NA
0 INAP., white (cross only)/pink (split-off) coversheet
NUMBER OF ADDITIONAL HU'S AT '83 SAMPLE ADDRESS
9 NA
0 INAP., not a cross-section only coversheet
HAS '83 SPOUSE SPLITOFF SINCE LAST INTERVIEW?
1 Yes
5 No
9 NA
40051
40070
40071
40072
40073
40074
40075
40076
0 INAP., cross-section only; not married in '83;
splitoff prior to '86 iw.
ADDITIONAL HU GENERATION SOURCE
1 Green Panel/Cross-section coversheet (mover from
'83 sample address - determined by iwer).
2 An HU structure added to Listing Sheet and
selected for this study.
3 An added HU found at a listed and selected line.
4 Green Panel/Cross-section coversheet (mover from
'83 sample address - determined prior to field period;
panel R put on yellow coversheet and cross-section
coversheet labeled.
0 INAP., not an additional cross-section coversheet
LOG DATE
TRANSFERS
TRANSFER IWER
TRANSFER RESULT
TRANSFER REPORT
TRANSFER DATE
TRANSFER LOG DATE
40089 CASETYPE
X40084 if X40084 > 0
(89 SOI)
20 if X40010 = 1
(83 SOI)
30 if XX1 > 3000 and X40010 ne 1
40 otherwise (89
AREA PROB)
(PANEL AREA PROB)
WGT0195
This variable is the nonresponse-adjusted weight for the
1983-89 panel. (see description in introduction.)
WGT0296
This variable is the WGT0195 after adjustment by a 2-stage
post-stratification (age and homeownership categories) and a
three-level raking (using net worth categories for
comparable age groups in the 1983 and 1989 SCF
cross-sections). (see description in introduction.)
We have used this weight for all our tabulations of changes
in the panel.
II.
ADDITIONAL 1989 HOUSEHOLD LISTING VARIABLES FOR PANEL
VARIABLES IN THIS SECTION ARE NOT IMPUTED OR COMPLETELY CLEANED!
27201
are
HHL1.
Would you please tell me your current marital status-you married, living with a partner, separated,
divorced,
widowed, or have you never been married?
1.
2.
3.
4.
5.
6.
MARRIED
PARTNER
SEPARATED
DIVORCED
WIDOWED
NEVER MARRIED
27202
you
HHL2.
Are you (married to/living with) the same person that
were when we interviewed you on (DATE OF '83
INTERVIEW),
(married to/living with) a different person, or were
you
not (married to/living with) anyone at that time?
1.
2.
3.
0.
27203
'83
HHL3.
SAME
DIFFERENT
NOT MARRIED
Inap.
Were you married when we interviewed you on (DATE OF
INTERVIEW)?
1.
5.
0.
27204
IW
YES
NO
Inap.
HHL8h.Total number of family members who moved out since last
Code actual NUMBER
27205
last IW
HHL13h. Total number of family members who moved in since
Code actual NUMBER
27206
HHLx.
History of 1989 R
Code 1st number precoded at bottom of HHL sheet
01.
02.
03.
04.
Respondent in '83, '86 and '89
Respondent in '83, '89; no interview in '86
Spouse in '83; split-off R in '86; R in '89
Spouse in '83; no interview in '86; split-off R
05.
'89
Spouse in '83, '86; split-off R in '89
in
R/S Reversals - Deaths/Institutionalization of R
(For Supervisor's Use Only)
** 10.
Spouse in '83; no interview in '86; R in '89
** 11. * Spouse in '83, '86; R in '89
** 12. * Spouse in '83; R in '86, '89
13.
R in '83; Spouse in '86; R in '89
** 20. * Not in HH in '83; Spouse in '86; R in '89
99.
NA
** '89 R/S data needs switching;
* '86 R/S data needs switching
27207
HHLy.
Done in editing
History of 1989 Spouse
Code 2nd number precoded at bottom of HHL sheet
00.
01.
02.
06.
07.
No spouse in '83, '86, '89
Same spouse in '83, '86, '89
Spouse present in '83; no interview in '86; same
spouse in '89
Spouse present in '83; no interview in '86; new
spouse in '89
Spouse present in '83; new spouse in '86, '89
Spouse present in '83; new spouse #1 in '86; new
spouse #2 in '89
No spouse in '83; new spouse in '86, '89
No spouse in '83; new spouse #1 in '86; new
08.
09.
#2 in '89
No spouse in '83, '86; new spouse in '89
No spouse in '83; no interview in '86; new
03.
04.
05.
spouse
spouse in
12.
'89
Spouse present in '83, '86; no spouse in '89
Spouse present in '83; no interview in '86; no
spouse in '89
No spouse in '83; no interview in '86; no spouse
13.
14.
'89
Spouse present in '83; no spouse in '86, '89
No spouse in '83; new spouse in '86; no spouse
15.
'89
Spouse present in '83; no spouse in '86; new
16.
17.
in '89
Spouse present in '83, '86; new spouse in '89
Spouse present in '83; new spouse in '86; no
19.
in '89
Other situation not described in 01-16
10.
11.
in
in
spouse
spouse
Split-off R in 1986
50.
No spouse in '86, '89
51.
Same spouse in '86, '89
52.
53.
54.
Spouse present in '86; new spouse in '89
No spouse in '86; new spouse in '89
Spouse present in '86; no spouse in '89
Split-off R in 1989
60.
No interview in '86; no spouse in '89
61.
No interview in '86; split-off spouse in '89
62.
No spouse in '89
63.
Split-off spouse in '89
R/S Reversals
70.
'83 spouse is '89 R while '89 spouse is '83 R;
no
71.
interview in '86
'83, '86 spouse is '89 R while '89 spouse is '83
72.
'83 spouse is '89 R because '83 R died; no
73.
74.
'86, '89
Same spouse in '83, '89 but '83 R was '86 spouse
'83 spouse is '89 R because '83 R died; no
R
spouse in
interview
75.
76.
in '86; no spouse in '89
'83 spouse was also spouse in '86; then '83 R
died/institutionalized and '83 spouse correctly
became '89 R; no spouse or absent spouse in '89
'83 spouse taken as R in '86; then '83 R died
and
77.
78.
'83 spouse remained '89 R; no spouse in '89
No spouse in '83; new spouse in '86; '86 spouse
taken as '89 R
'83 spouse is '86 R and '89 R, while '83 R is
'86
and '89 spouse
79.
99.
27208
HHLz.
Other situation not described in 50-75
NA
Extent of problems in HHL data
Code 3rd number precoded at bottom of HHL sheet
00.
01.
02.
03.
04.
05.
06.
No problems noted; all listings are accurate and
consistent. No corrections to the data.
Corrections to '83 ages only
Corrections to '86 ages only
Corrections to both '83 and '86 ages
Birthdate(s) changed in '89 HHL to be consistent
with age
Birthdate(s) changed on '83 data listing to be
consistent with age
Sex of child(ren)/grandchild(ren) changed on '83
data listing
07.
08.
Sex of child(ren)/grandchild(ren) changed on '86
data listing
Sex changes to R/S in '83 listing (see
09.
before using)
Sex changes to R/S in '86 listing (see
Supervisor
Supervisor
before using)
10.
11.
12.
Corrections to '89 "Movers in"
Corrections to '89 "Movers out"
Corrections to both "Movers in" and "Movers out"
20.
22.
People missing on '89 pre-printed listing; were
there but not coded in '83; added to '83 and '89
listing
People missing on '89 pre-printed listing; were
there but not coded in '86; added to '86 and '89
listing
People removed from '86 and '89 listing (R did
23.
live with them)
People removed from '83 listing
30.
Corrections to relationship codes (other than
31.
in '83 list
Corrections to relationship codes (other than
32.
in '86 list
Corrections to relationship codes (other than
21.
not
R/S)
R/S)
R/S)
in both '83 and '86 list
40.
41.
42.
R/S reversed on '83 listing
R/S reversed on '86 listing
R/S reversed on both '83 and '86 listing
50.
"Spouse" changed to "partner" (or vice versa) in
51.
"Spouse" changed to "partner" (or vice versa) in
90.
Both age and sex changes made to '83 data
91.
Both age and sex changes made to '86 data
96.
No listing sheet found--made up by edit
'83
'86
listing
listing
supervisor
27209
out)
97.
Other
99.
NA
SUMMARY:
# persons in Household Listing (includes movers
Code total # of persons in HHL
HHL4.
When we last spoke with you in 1983 we listed the
people
living in your household. We'd like to update that
listing.
HHL-B. Relationship to Respondent
27210(#1)
27220(#2)
27230(#3)
27240(#4)
27250(#5)
27300(#6)
27310(#7)
27320(#8)
27330(#9)
27340(#10)
27350(#11)
01.
02.
03.
04.
13.
05.
06.
07.
08.
09.
10.
11.
12.
21.
22.
23.
24.
25.
26.
29.
31.
32.
33.
34.
35.
36.
39.
00.
RESPONDENT
Spouse of Respondent (same as last interview)
"Partner" of Respondent
(same as last interview)
Child (incl. in-laws, step and adopted children,
and child's spouse.)
Child of Partner
Grandchild
Parent (incl. in-laws)
Grandparent (incl. in-laws)
Aunt/uncle
Cousin
Niece/nephew
Sister/brother (incl. in-laws)
Great grandchild
Ex-spouse, estranged spouse
Deceased spouse
New spouse since last interview
New partner since last interview
Ex-partner
Deceased partner
Other relative
Roommate
"Friend" (exc. 03)
Relative of Partner (except Child, code 13)
Boarder or roomer/lodger
Paid help (maid, etc.)
Foster child
Other unrelated person
Inap.
HHL10.What is the sex, age and relationship to you of each of
the new household members?
27211(#1)
27221(#2)
27231(#3)
27241(#4)
27251(#5)
27301(#6)
27311(#7)
27321(#8)
27331(#9)
27341(#10)
27351(#11)
27212(#1)
27222(#2)
27232(#3)
27242(#4)
27252(#5)
27302(#6)
27312(#7)
27322(#8)
27332(#9)
27342(#10)
27352(#11)
1.
2.
0.
Male
Female
Inap, no further persons
HHL-D. AGE
Code AGE (01-95)
01.
95.
00.
One year or less
95 years or older
Inap, no further persons, person known to be
deceased.
For the public-use dataset, the year is rounded to the
nearest 5 for all non-respondents.
27213(#1)
27223(#2)
27233(#3)
27243(#4)
27253(#5)
27303(#6)
27313(#7)
marital
27323(#8)
code
27333(#9)
17.
27343(#10)
27353(#11)
home/jail)
HHL-E. MARITAL STATUS
Code number precoded in Col. E.
1.
2.
3.
(M) Married
(P) Living with a partner
(S) Separated
If Person is 17 or
less, assume
4.
(D) Divorced
status=6, do not
5.
(W) Widowed
NA for persons 0-
6.
7.
(NM) Never married
Married but spouse in institution (nursing
8.
or outside U.S. (not available to be sampled
elsewhere)
Married but spouse not current resident of HU or
9.
0.
institution (samplable at another residence)
NA
Inap, no further persons, person known to be
in
deceased
For the public-use dataset, responses (7), and (8) are
combined in 1.
HHL5.In what month and year was (PERSON) born?
HHL11. In what month and year was (PERSON) born?
27214(#1)
27224(#2)
27234(#3)
27244(#4)
27254(#5)
27304(#6)
27314(#7)
deceased
27324(#8)
27334(#9)
27344(#10)
27354(#11)
HHL-F. MONTH OF BIRTH
27215(#1)
27225(#2)
27235(#3)
27245(#4)
27255(#5)
27305(#6)
27315(#7)
27325(#8)
27335(#9)
27345(#10)
27355(#11)
HHL-F. YEAR OF BIRTH
Code actual MONTH (01-12)
98.
99.
00.
DK
NA
Inap, no further persons, person known to be
Code actual YEAR (1890-1990)
9998.
9999.
0000.
DK
NA
Inap, no further persons, person known to be
deceased
For the public-use dataset, the year is bottom-coded
at 1900, and rounded to the nearest 5.
HHL6.
27216(#1)
27226(#2)
27236(#3)
27246(#4)
27256(#5)
27306(#6)
27316(#7)
27326(#8)
27336(#9)
year
27346(#10)
27356(#11)
Is (PERSON) living in your household now?
Codes 2-4 edited in green
1.
2.
3.
4.
YES (incl. R and Spouse/Partner)
Child (17 and under) living in HU for part of each
year
Child (18 and over) away at college part of year
Other adult living in this HU for part of each
5.
6.
7.
8.
9.
0.
NO
Mover In--Lives here full time or NFS
Mover In--Lives here part time
Been there all along but no in LB (not a mover-in)
NA
Inap, no further persons
HHL7.When did (PERSON) (move out/die)?
HHL12. When did (PERSON) move in with you?
27217(#1)
27227(#2)
27237(#3)
27247(#4)
27257(#5)
27307(#6)
27317(#7)
27327(#8)
27337(#9)
27347(#10)
27357(#11)
HHL-H. MONTH MOVED OUT OR IN
27218(#1)
27228(#2)
27238(#3)
27248(#4)
27258(#5)
27308(#6)
27318(#7)
27328(#8)
27338(#9)
27348(#10)
27358(#11)
HHL-H. YEAR MOVED OUT OR IN
Code actual MONTH (01-12)
98.
99.
00.
DK
NA
Inap, has not moved in/out; no further persons
Code actual YEAR (1983-1990)
9998.
9999.
0000.
HHL8.
DK
NA
Inap, has not moved in/out; no further persons
(ASK ABOUT ALL [related] ADULTS 22 YEARS AND OLDER
EXCEPT
RESPONDENT AND SPOUSE) Is (PERSON) financially
independent?
HHL13. (ASK FOR EACH NEW HOUSEHOLD ADULT 22 YEARS AND OLDER.)
Is
(PERSON) financially independent?
27219(#1)
27229(#2)
27239(#3)
27249(#4)
27259(#5)
27309(#6)
27319(#7)
27329(#8)
27339(#9)
27349(#10)
27359(#11)
III.
HHL-K.
1.
2.
3.
4.
5.
9.
0.
FINANCIALLY DEPENDENT; R (Unit #1)
INDEPENDENT FINANCES--Unit #2
"
"
--Unit #3
"
"
--Unit #4
"
"
--Unit #5
NA
Inap, no further persons
1989 VARIABLES COLLECTED ONLY FOR THE PANEL
------------------------------------------------VARIABLES IN THIS SECTION ARE NOT IMPUTED UNLESS OTHERWISE INDICATED
VIRTUALLY NO CLEANING ASIDE FROM CHECKING THE SIMPLEST QUESTIONNAIRE
LOGIC HAS BEEN PERFORMED ON VARIABLES IN THIS SECTION
24103
R1e.
(retired/became
About how much were you earning when you
disabled)?
(Is that per hour, per week, month, year,
or
24703
S1e.
what?)--$
About how much was (he/she) earning when (he/she)
(retired/became disabled)? (Is that per hour, per
week,
month, year, or what?)--$
Code actual amount
(Convert $ per hr. to weekly amount using 40hrs/wk for
men and 35hrs/wk for women and code 8 at X4104.)
-1.
0.
24104
24704
R1e.
S1e.
Zero; take no pay out of business
Inap.
PER
PER
1.
2.
3.
4.
5.
6.
-7.
8.
0.
Day
Week
Biweekly
Month
Quarter
Year
Other
Wages per hour edited to $ per week
Inap.
WORK HISTORY FOR THOSE CURRENTLY WORKING FULL-TIME
24515
you
R45.
Now I have a few questions about your past jobs.
25115
S45.
working for pay in January 1983?
Now I have a few questions about (his/her) past jobs.
Was (he/she) working for pay in January 1983?
1.
5.
0.
24516
R45a.
Were
YES
NO
Inap.
Was that January 1983 job with your present employer,
another employer, were you self-employed, or what?
(IF
SELF-EMPLOYED BOTH IN 1983 AND NOW, CHECK "PRESENT
EMPLOYER")
25116
employer,
S45a.
Was that January 1983 job with (his/her) present
another employer, was (he/she) self-employed, or what?
(IF SELF-EMPLOYED BOTH IN 1983 AND NOW, CHECK "PRESENT
EMPLOYER")
1.
2.
3.
4.
-7.
0.
24517
R45b.
employment)?
PRESENT EMPLOYER
DIFFERENT EMPLOYER
SELF-EMPLOYED IN 1983, NOT NOW
SELF-EMPLOYED NOW, NOT IN 1983
OTHER
Inap.
What was the reason you left (that job/selfDid you retire, become disabled, quit, were you laid
off,
25117
S45b.
did the business close, or what?
What was the reason (he/she) left (that job/selfemployment)? Did (he/she) retire, become disabled,
quit,
was (he/she) laid off, did the business close, or
what?
1. RETIRED
2. DISABLED
3. QUIT
4. LAID OFF
5. BUSINESS CLOSED
6. FIRED
-7. OTHER
0. Inap.
For the public-use dataset, LAID OFF (4) and BUSINESS
CLOSED (5) are combined in 5, and FIRED (6) and
OTHER (-7) are combined in -7.
24518
that
R45c.
Were you included in a pension or retirement plan on
25118
on
S45c.
job?
Was (he/she) included in a pension or retirement plan
that job?
1.
5.
0.
R45d.
YES
NO
Inap.
Did you get a cash settlement from that pension plan,
do
you expect to get retirement benefits from that plan
in
the future, are you getting retirement benefits from
that
S45d.
plan now, or what? (CHECK ALL THAT APPLY)
Did (he/she) get a cash settlement from that pension
plan,
does (he/she) expect to get retirement benefits from
that
24519
25119
24520
25120
24521
25121
24522
25122
24523
25123
R45d.
S45d.
R45d.
S45d.
R45d.
S45d.
R45d.
S45d.
R45d.
S45d.
plan in the future, is (he/she) getting retirement
benefits from that plan now, or what? (CHECK ALL THAT
APPLY)
A. CASH SETTLEMENT
A. CASH SETTLEMENT
B. EXPECT FUTURE BENEFITS
B. EXPECT FUTURE BENEFITS
C. GETTING BENEFITS NOW
C. GETTING BENEFITS NOW
D. NO BENEFITS
D. NO BENEFITS
E. OTHER
E. OTHER
1.
5.
0.
Checked
Not checked
Inap.
24524
years,
R45e.
During the past 36 months, that is the last three
25124
years,
S45e.
how many months have you worked full-time?
During the past 36 months, that is the last three
how many months has (he/she) worked full-time?
Code # MONTHS
-1.
0.
24525
R45f.
25125
time
S45f.
Zero; none
Inap.
How many different employers have you had on full-time
jobs over the past 36 months?
How many different employers has (he/she) had on fulljobs over the past 36 months?
Code # OF EMPLOYERS
-1. NONE
0. Inap.
For the public-use dataset, the number of such
employers
is top-coded at 20.
24526
only
R45g.
Have there been any months over this period when you
25126
(he/she)
S45g.
worked part-time?
Have there been any months over this period when
only worked part-time?
1.
5.
0.
24527
R45h.
25127
worked
S45h.
YES
NO
Inap.
How many of the past 36 months have you only worked
part-time?
How many of the past 36 months has (he/she) only
part-time?
Code # MONTHS
0. Inap.
WORK HISTORY FOR THOSE CURRENTLY WORKING PART-TIME
24531
you
R46.
Now I have a few questions about your past jobs.
Were
25131
Was
S46.
working for pay in January 1983?
Now I have a few questions about (his/her) past jobs.
(he/she) working for pay in January 1983?
1.
5.
0.
24532
R46a.
YES
NO
Inap.
Was that January 1983 job with your present employer,
another employer, were you self-employed, or what?
(IF
25132
employer,
S46a.
SELF-EMPLOYED BOTH IN 1983 AND NOW, CHECK "PRESENT
EMPLOYER")
Was that January 1983 job with (his/her) present
another employer, was (he/she) self-employed, or what?
(IF SELF-EMPLOYED BOTH IN 1983 AND NOW, CHECK "PRESENT
EMPLOYER")
1.
2.
3.
4.
-7.
0.
PRESENT EMPLOYER
DIFFERENT EMPLOYER
SELF-EMPLOYED IN 1983, NOT NOW
SELF-EMPLOYED NOW, NOT IN 1983
OTHER
Inap.
24533
R46b.
employment)?
What was the reason you left (that job/selfDid you retire, become disabled, quit, were you laid
off,
25133
S46b.
did the business close, or what?
What was the reason (he/she) left (that job/selfemployment)? Did (he/she) retire, become disabled,
quit,
was (he/she) laid off, did the business close, or
what?
1. RETIRED
2. DISABLED
3. QUIT
4. LAID OFF
5. BUSINESS CLOSED
6. FIRED
-7. OTHER
0. Inap.
For the public-use dataset, LAID OFF (4) and BUSINESS
CLOSED (5) are combined in 5, and FIRED (6) and
OTHER (-7) are combined in -7.
24534
that
R46c.
Were you included in a pension or retirement plan on
25134
on
S46c.
job?
Was (he/she) included in a pension or retirement plan
that job?
1.
5.
0.
R46d.
YES
NO
Inap.
Did you get a cash settlement from that pension plan,
do
you expect to get retirement benefits from that plan
in
the future, are you getting retirement benefits from
that
S46d.
plan now, or what? (CHECK ALL THAT APPLY)
Did (he/she) get a cash settlement from that pension
plan,
does (he/she) expect to get retirement benefits from
that
24535
25135
24536
R46d.
S46d.
R46d.
plan in the future, is (he/she) getting retirement
benefits from that plan now, or what? (CHECK ALL THAT
APPLY)
A. CASH SETTLEMENT
A. CASH SETTLEMENT
B. EXPECT FUTURE BENEFITS
25136
24537
25137
24538
25138
24539
25139
S46d.
R46d.
S46d.
R46d.
S46d.
R46d.
S46d.
B.
C.
C.
D.
D.
E.
E.
EXPECT FUTURE BENEFITS
GETTING BENEFITS NOW
GETTING BENEFITS NOW
NO BENEFITS
NO BENEFITS
OTHER
OTHER
1.
5.
0.
Checked
Not checked
Inap.
24540
years,
R46e.
During the past 36 months, that is the last three
25140
years,
S46e.
how many months have you worked part-time?
During the past 36 months, that is the last three
how many months has (he/she) worked part-time?
Code # MONTHS
0. Inap.
24541
R46f.
25141
(he/she)
S46f.
Have there been any months over this period when you
worked full-time?
Have there been any months over this period when
worked full-time?
1.
5.
0.
24542
time?
25142
YES
NO
Inap.
R46g.
How many of the past 36 months have you worked full-
S46g.
How many of the past 36 months has (he/she) worked
full-time?
Code # OF MONTHS
00. Inap.
24543
R46h.
25143
time
S46h.
How many different employers have you had on full-time
jobs over this time?
How many different employers has (he/she) had on fulljobs over this time?
Code # OF EMPLOYERS
0. Inap.
24544
25144
R46i.
S46i.
When did you last work full-time for pay?--MONTH
When did (he/she) last work full-time for pay?--MONTH
Code MONTH
0. Inap.
24545
25145
R46i.
S46i.
When did you last work full-time for pay?--YEAR
When did (he/she) last work full-time for pay?--YEAR
Code YEAR
0. Inap.
WORK HISTORY FOR THOSE CURRENTLY RETIRED/DISABLED, HOMEMAKER, STUDENT,
OR OTHER
24601
you
R47.
Now I have a few questions about your past jobs.
25201
S47.
working for pay in January 1983?
Now I have a few questions about (his/her) past jobs.
Was (he/she) working for pay in January 1983?
1.
5.
0.
24602
retire,
R47a.
Were
YES
NO
Inap.
What was the reason you left that job?
Did you
become disabled, quit, were you laid off, did the
business
25202
(he/she)
S47a.
close, or what?
What was the reason (he/she) left that job?
Did
retire, become disabled, quit, was (he/she) laid off,
did
the business close, or what?
1. RETIRED
2. DISABLED
3. QUIT
4. LAID OFF
5. BUSINESS CLOSED
6. FIRED
-7. OTHER
0. Inap.
For the public-use dataset, LAID OFF (4) and BUSINESS
CLOSED (5) are combined in 5, and FIRED (6) and
OTHER (-7) are combined in -7.
24603
that
R47b.
Were you covered by a pension or retirement plan on
25203
on
S47b.
job?
Was (he/she) covered by a pension or retirement plan
that job?
1.
5.
0.
R47c.
YES
NO
Inap.
Did you get a cash settlement from that pension plan,
do
you expect to get retirement benefits from that plan
in
the future, are you getting retirement benefits from
that
S47c.
plan now, or what? (CHECK ALL THAT APPLY)
Did (he/she) get a cash settlement from that pension
plan,
does (he/she) expect to get retirement benefits from
that
24604
25204
24605
25205
24606
25206
24607
25207
24608
25208
R47c.
S47c.
R47c.
S47c.
R47c.
S47c.
R47c.
S47c.
R47c.
S47c.
plan in the future, is (he/she) getting retirement
benefits from that plan now, or what? (CHECK ALL THAT
APPLY)
A. CASH SETTLEMENT
A. CASH SETTLEMENT
B. EXPECT FUTURE BENEFITS
B. EXPECT FUTURE BENEFITS
C. GETTING BENEFITS NOW
C. GETTING BENEFITS NOW
D. NO BENEFITS
D. NO BENEFITS
E. OTHER
E. OTHER
1.
5.
0.
Checked
Not checked
Inap.
24609
done
R47d.
During the last three years, or 36 months, have you
25209
(he/she)
S47d.
any work for pay?
During the last three years, or 36 months, has
done any work for pay?
1.
5.
0.
24610
R47e.
YES
NO
Inap.
How many months over this period have you worked
full-time?
25210
S47e.
How many months over this period has (he/she) worked
full-time?
Code # MONTHS
-1. NONE
0. Inap.
24611
R47f.
25211
time
S47f.
How many different employers have you had on full-time
jobs over this time?
How many different employers has (he/she) had on fulljobs over this time?
Code # OF EMPLOYERS
0. Inap.
24612
R47g.
25212
worked
S47g.
How many months over this period have you only worked
part-time?
How many months over this period has (he/she) only
part-time?
Code # MONTHS
-1. NONE
0. Inap.
25852
T8.
Now I'd like to ask you some questions about your
(family's) income in previous years. How much was the
total income you (and your family living here)
received in
1987 from all sources, before taxes and other
deductions
25854
living
T10.
were made?
How much was the total income you (and your family
here) received in 1986 from all sources, before taxes
and
other deductions were made?
Code actual amount
-1. Zero; no income
25853
than
T9.
Did you (and your family living here) receive more
T9a.
T9b.
T9c.
T9d.
T9e.
$30,000 in 1987?
Was it $50,000 or more?
Was it $100,000 or more?
Was it $250,000 or more?
Was it $5,000 or more?
Was it $10,000 or more?
25855
than
T9f.
T11.
Was it $20,000 or more?
Did you (and your family living here) receive more
T11a.
T11b.
T11c.
T11d.
T11e.
T11f.
$30,000 in 1987?
Was it $50,000 or more?
Was it $100,000 or more?
Was it $250,000 or more?
Was it $5,000 or more?
Was it $10,000 or more?
Was it $20,000 or more?
01.
02.
03.
04.
05.
06.
07.
08.
97.
98.
99.
0.
25856
T12.
Less than $5,000 (NO at T9d)
$5,000-$10,000 (NO at T9e)
$10,000-$20,000 (NO at T9f)
$20,000-$30,000 (YES at T9f)
$30,000-$50,000 (NO at T9a)
$50,000-$100,000 (NO at T9b)
$100,000-$250,000 (NO at T9c)
$250,000 or more (YES at T9c)
REFUSED
DON'T KNOW
NA
Inap.
During either 1986 or 1987, did you (or anyone in your
family living there) receive any income from ADC,
AFDC,
SSI, or other public assistance?
1.
5.
25857
T13.
YES
NO
During either 1986 or 1987, did you (or anyone in your
family living there) receive any worker's compensation
or
unemployment benefits?
1.
5.
25858
T14.
YES
NO
During either 1986 or 1987, did you (or anyone in your
family living there) receive any financial support
from
relatives or friends who do not live here, or receive
any
alimony or child support payments?
1.
5.
YES
NO
25859
your
T14a.
Altogether, about how much such support did you (and
family) receive in 1986 and 1987?
Code actual amount
-1. Zero; nothing
0. Inap.
25860
T15.
During either 1986 or 1987, did you (or anyone in your
family living there) provide any financial support for
relatives or friends who do not live here, or pay any
alimony or child support payments?
1.
5.
25861
your
T15a.
YES
NO
Altogether, about how much such support did you (and
family) provide in 1986 and 1987?
Code actual amount
-1. Zero; nothing
0. Inap.
26001
changes
V1.
Now I'd like to ask you some questions about the
to your (family's) finances over the past several
years.
Since January 1983, have you (or anyone living here)
bought or sold a home that was your primary residence?
1.
5.
26002
what?
V1a.
Did you only buy, only sell, both buy and sell, or
1.
2.
3.
0.
26003
home?
V1b.
YES
NO
ONLY BOUGHT
ONLY SOLD
BOTH BOUGHT AND SOLD
Inap.
In what month and year did you most recently sell a
--MONTH
Code MONTH
0. Inap.
26004
home?
V1b.
In what month and year did you most recently sell a
--YEAR
Code YEAR
0. Inap.
26005
V1c.
What was the selling price?
Code actual amount
0. Inap.
26006
V1d.And when did you buy that home?--MONTH
Code MONTH
0. Inap.
26007
V1d.
And when did you buy that home?--YEAR
Code YEAR
0. Inap.
For the public-use dataset, the year is rounded to the
nearest 5.
26008
V1e.
What was the purchase price?
Code actual amount
0. Inap.
26009
was
V1f.
Since January 1983, have you sold any other home that
your primary residence?
1.
5.
0.
26010
MORE
V1g.
YES
NO
Inap.
In what month and year was this other home sold?
(IF
THAN ONE, RECORD MOST RECENT SALE)--MONTH
Code MONTH
0. Inap.
26011
MORE
V1g.
In what month and year was this other home sold?
(IF
THAN ONE, RECORD MOST RECENT SALE)--YEAR
Code YEAR
0. Inap.
26012
V1h.
What was the selling price?
Code actual amount
0. Inap.
26013
V1j.
And when did you buy that home?--MONTH
Code MONTH
0. Inap.
26014
V1j.
And when did you buy that home?--YEAR
Code YEAR
0. Inap.
For the public-use dataset, the year is rounded to the
nearest 5.
26015
V1k.
What was the purchase price?
Code actual amount
0. Inap.
26016
V2.
Since January 1983, did you (or anyone in your family
living here) make any major additions or home
improvements
to a primary residence that you owned?
general maintenance or upkeep.)
1.
5.
26017
V2a.
(Do not count
YES
NO
What was the dollar cost of these additions and
improvements, plus the value of any work you may have
done
yourself?
Code actual amount
0. Inap.
26018
V4.
Since January 1983, have you (or anyone in your family
living here) sold any real estate other than your
principal residence, such as a vacation home, land, or
rental or investment property?
1.
5.
26019
V4a.
Have you bought any such real estate properties since
January 1983?
1.
5.
0.
26020
since
V4b.
YES
NO
YES
NO
Inap.
How many such real estate properties have you sold
January 1983?
Code # PROPERTIES SOLD
0. Inap.
For the public-use dataset, the number of such
properties
is top-coded at 25.
26021
MONTH
V4c.
In what month and year did you sell that property?-Code MONTH
0. Inap.
26022
YEAR
V4c.
In what month and year did you sell that property?-Code YEAR
0. Inap.
26023
V4d.
About how much did you sell it for?
Code actual amount
0. Inap.
26024
since
V5.
Have you also bought any such real estate properties
January 1983?
1.
5.
0.
YES
NO
Inap.
26025
estate?
V5a.
About how much in total did you pay for this real
Code actual amount
0. Inap.
26026
V6.
Did you also buy any real estate of this sort since
January 1983?
1.
5.
0.
26027
real
V6a.
YES
NO
Inap.
About how much in total was the dollar value of the
estate you sold since January 1983?
Code actual amount
0. Inap.
26028
V6b.
Overall, was the dollar value of the real estate you
bought greater than the dollar value of what you sold,
less than the value of what you sold, about equal, or
what?
1.
2.
3.
0.
26029
you
V6c.
BOUGHT MORE THAN SOLD
BOUGHT LESS THAN SOLD
BOUGHT AND SOLD ABOUT EQUAL AMOUNTS
Inap.
Roughly, about how much (more/less) did you buy than
sold?
Code actual amount
0. Inap.
26030
V6d.
INTERVIEWER CHECKPOINT
1.
2.
0.
26031
improvements
V7.
R ANSWERED "YES"--OWNS REAL ESTATE
R ANSWERED "NO"
Inap.
Since January 1983, did you (or anyone in your family
living here) make any major additions or home
to any real estate properties that you own?
(Do not
count
general maintenance or upkeep.)
1.
5.
0.
26032
V7a.
YES
NO
Inap.
What was the dollar cost of these additions and
improvements, plus the value of any work you may have
done
yourself?
Code actual amount
0. Inap.
26033
V8.
Since January 1983, have you (or anyone in your family
living here) put personal funds into a privately held
business, professional practice, partnership or farm
that
you own or share ownership in?
1.
5.
26034
V8a.
YES
NO
Altogether, about how much new money did you (or your
family living here) put into that, including any funds
that you borrowed personally?
Code actual amount
0. Inap.
26035
V9.
Since January 1983, have you (or anyone in your family
living here) sold part or all of any interest in a
privately held business, professional practice,
partnership, or farm?
1.
5.
26036
living
V9a.
YES
NO
Altogether, about how much did you (or your family
here) sell your interest for? (What was the selling
price?) (IWER: WE WANT THE PRICE THE BUYER PAID.)
Code actual amount
0. Inap.
26037
RECENT
V9b.
In what month and year did you sell that?
(MOST
SALE, IF MORE THAN ONE.)--MONTH
Code MONTH
0. Inap.
26038
RECENT
V9b.
In what month and year did you sell that?
(MOST
SALE, IF MORE THAN ONE.)--YEAR
Code YEAR
0. Inap.
26039
V10.
Since January 1983, have you (or anyone in your family
living here) put money into or taken money out of an
IRA
or Keogh accounts?
1.
5.
26040
take
V10a.
YES
NO
Did you (or anyone in your family) put money in or
money out?
1.
2.
3.
0.
26041
V10b.
PUT IN
TAKE OUT
BOTH
Inap.
Altogether, about how much did you (put in/take out)?
Code actual amount
0. Inap.
26042
since
V11.
Not counting any IRAs, Keoghs or pension accounts,
January 1983, did you (or anyone in your family living
here) bought any shares of stock in publicly held
corporations, or put money into mutual funds, managed
investment accounts or trusts, including any automatic
reinvestments?
1.
5.
YES
NO
26043
cash
V12.
Did you (or your family living with you) also sell or
in any such assets?
1.
5.
0.
26044
you
V13.
YES
NO
Inap.
Did you but more or sell more--that is, overall, did
put money into stocks, mutual funds, managed
investment
accounts or trusts, take money out of them, or put in
about as much as you took out?
1.
2.
3.
0.
26045
living
V13a.
PUT MONEY IN
TAKE MONEY OUT
PUT IN ABOUT AS MUCH AS TOOK OUT
Inap.
About how much more money did you (or your family
here) (put in/take out)?
Code actual amount
0. Inap.
26046
V14.
Altogether, how much money (including any automatic
reinvestment) did you (or your family living here) put
in?
Code actual amount
0. Inap.
26047
V15.
Since January 1983, have you (or anyone in your family
living here) sold any shares of stock in publicly held
corporations, or taken money out of mutual funds,
managed
investment accounts or trusts?
1.
5.
0.
26048
living
V15a.
YES
NO
Inap.
Altogether, how much money did you (or your family
here) get from that?
Code actual amount
0.
26049
26129
work
V16.
V19.
Inap.
Since January 1983 have you done any work for pay?
Since January 1983 has your (husband/wife) done any
for pay?
1.
5.
26101
any
V17.
YES
NO
Not counting IRAs or Keoghs, have you been included in
employer-sponsored pension or retirement plan, or in
any
26130
V19a.
included in
tax-deferred saving plan, since January 1983?
Not counting IRAs or Keoghs, has (he/she) been
any employer-sponsored pension or retirement plan, or
in
any tax-deferred saving plan, since January 1983?
1.
5.
0.
26102
V17a.
26131
as by
V19b.
YES
NO
Inap.
Have you contributed to any of these plans, such as by
having money deducted from your pay? (INCLUDE
CONTRIBUTIONS THROUGH UNION DUES OR OTHER SOURCES)
Has (he/she) contributed to any of these plans, such
having money deducted from (his/her) pay? (INCLUDE
CONTRIBUTIONS THROUGH UNION DUES OR OTHER SOURCES)
1.
5.
0.
26103
of
26132
of
YES
NO
Inap.
V17b.
For each year beginning with 1983, about what percent
V19c.
pay or amount of money per month or year have you
contributed to these plans?
For each year beginning with 1983, about what percent
pay or amount of money per month or year has (he/she)
contributed to these plans?
1.
8.
0.
Year-by-year figure(s) given
DON'T KNOW YEAR-BY-YEAR
Inap.
26104
you
V17c.
Altogether during this period, about how much would
26133
you
V19d.
guess?--%
Altogether during this period, about how much would
guess?--%
Code %
-1. None that year
-2. 99.6 percent or above
0. Inap.
26105
you
V17c.
Altogether during this period, about how much would
26134
you
V19d.
guess?--$
Altogether during this period, about how much would
guess?--$
Code actual amount
0. Inap.
26106
you
V17c.
Altogether during this period, about how much would
26135
you
V19d.
guess?--PER
Altogether during this period, about how much would
guess?--PER
2.
3.
4.
5.
6.
-7.
8.
0.
Week
Biweekly
Month
Quarter
Year
Other
Total amount 1983-1989
Inap.
(About what percent of pay or amount of money per
month or
26107
26136
26110
26139
26113
26142
26116
26145
26119
V17d.
V19e.
V17e.
V19f.
V17f.
V19g.
V17g.
V19h.
V17h.
year have you contributed...)
First, in 1983?--% OF PAY
First, in 1983?--% OF PAY
... in 1984?--% OF PAY
... in 1984?--% OF PAY
... in 1985?--% OF PAY
... in 1985?--% OF PAY
... in 1986?--% OF PAY
... in 1986?--% OF PAY
... in 1987?--% OF PAY
26148
26122
26151
26125
26154
V19j.
V17j.
V19k.
V17k.
V19m.
...
...
...
...
...
in
in
in
in
in
1987?--%
1988?--%
1988?--%
1989?--%
1989?--%
OF
OF
OF
OF
OF
Code %
0. Inap.
26108
26137
26111
26140
26114
26143
26117
26146
26120
26149
26123
26152
26126
26155
V17d.
V19e.
V17e.
V19f.
V17f.
V19g.
V17g.
V19h.
V17h.
V19j.
V17j.
V19k.
V17k.
V19m.
First,
First,
... in
... in
... in
... in
... in
... in
... in
... in
... in
... in
... in
... in
in 1983?--$
in 1983?--$
1984?--$
1984?--$
1985?--$
1985?--$
1986?--$
1986?--$
1987?--$
1987?--$
1988?--$
1988?--$
1989?--$
1989?--$
Code actual amount
0. Inap.
26109
26138
26112
26141
26115
26144
26118
26147
26121
26150
26124
26153
26127
26156
V17d.
V19e.
V17e.
V19f.
V17f.
V19g.
V17g.
V19h.
V17h.
V19j.
V17j.
V19k.
V17k.
V19m.
PER
PER
PER
PER
PER
PER
PER
PER
PER
PER
PER
PER
PER
PER
2.
3.
4.
5.
6.
-7.
0.
Week
Biweekly
Month
Quarter
Year
Other
Inap.
PAY
PAY
PAY
PAY
PAY
26201
due
V20.
Sometimes changes in a family's savings or assets are
to people joining or leaving the family.
Was there
anyone
living with you in 1983 who doesn't live with you now
who
took $5,000 or more in assets or debts away with them?
(IF R ASKS: DO NOT INCLUDE SPOUSE)
1.
3.
YES
Yes, but HHL sheet does not indicate that anyone
5.
out
NO
moved
26202
that
V20a.
Altogether, what is the total dollar value of assets
were removed that way?
Code actual amount
-1. Zero; nothing
0. Inap.
26203
that
V20b.
Altogether, what is the total dollar value of debts
were removed that way?
Code actual amount
-1. Zero; nothing
0. Inap, 5, 8-9 in 6201
26205
has
V22.
Is there anyone in your family living with you now who
joined the family since 1983 and who had $5,000 or
more in
assets or debts at the time they joined the family?
(IF R
ASKS: DO NOT INCLUDE NEW SPOUSE)
1.
3.
YES
Yes, but HHL sheet does not indicate that anyone
5.
0.
out
NO
Inap.
moved
26206
that
V22a.
Altogether, what is the total dollar value of assets
were brought into the family in that way?
Code actual amount
-1. Zero; nothing
0. Inap.
26207
that
V22b.
Altogether, what is the total dollar value of debts
were brought into the family in that way?
Code actual amount
-1. Zero; nothing
0. Inap.
26208
of
V26.
Since 1983, have you (or your [husband/wife]) or any
your children attended college or trade school?
1.
5.
YES
NO
V26a.
Did you attend school, (did your [husband/wife]), or
V26a.
V26a.
V26a.
your children? (CHECK ALL THAT APPLY, AND ASK ALL
FOLLOWUP QUESTIONS)
A. RESPONDENT
B. SPOUSE
C. CHILDREN
did
26209
26210
26211
1.
5.
0.
26212
26214
V26b.
V26d.
Did you get a degree?
Did your (husband/wife) get a degree?
1.
5.
0.
26213
26215
highest?)
V26c.
V26e.
Checked
Not checked
Inap.
YES
NO
Inap.
What degree did you earn? (What was the highest?)
What degree did (he/she) earn? (What was the
1.
2.
3.
4.
5.
6.
-7.
ASSOCIATES
BACHELORS
MA/MBA
PHD
MD
LAW
OTHER
0. Inap.
For the public-use dataset, PHD (4), MD (5), and
LAW (6) are combined in 4.
26216
V27.
How much in total did you (and your [husband/wife])
personally have to pay for all these college or trade
school expenses since 1983, including any loans you
may
have taken out?
Code actual amount
-1. NOTHING
0. Inap.
26217
V28.
Since 1983 did you (or your [husband/wife]) pay any
(other) tuition expenses for a private or parochial
school
for anyone?
1.
5.
26218
parochial
V28a.
YES
NO
In total, how much did you pay for private or
school tuition expenses during that period?
Code actual amount
0. Inap.
26219
V29.
Now I have some questions about the past three years.
During the past three years, have you (or anyone in
your
family living here) purchased any kind of vehicle-car,
business or any leased vehicles?
1.
5.
26220
these
V29a.
YES
NO
About how much in total was the purchase price of
vehicles?
Code actual amount
0. Inap.
26221
your
V30.
During the past three years have you (or anyone in
family living here) made purchases totaling $3,000 or
more
for any furniture, appliances, or recreation items?
1.
5.
26222
V30a.
YES
NO
About how much did these items cost in total?
Code actual amount
0. Inap.
26223
V31.
During the past three years did you (or anyone in your
family living here) have a major illness or disability
which required hospitalization or cost more than
$1,000?
1.
5.
26224
the
V31a.
YES
NO
Not including the costs paid for by insurance, during
past three years how much in total did you (or anyone
in
your family living here) personally have to pay for
expenses related to such illnesses or disabilities?
Code actual amount
-1. NOTHING
0. Inap.
26225
your
V32.
During the past three years, did you (or anyone in
family living here) have any unusually large expenses
that
you paid for yourself, such as a child's marriage, a
lawsuit, or any other large expenses you have not
mentioned already?
1.
5.
26226
26227
V32a.
YES
NO
What was that expense for?
unusually large expenses?)
(Were there any other
Code 2 mentions
01.
02.
Special occasions:
Medical/dental
wedding/funeral/graduation
03.
04.
05.
11.
Home repairs or improvements
Purchase of consumer goods; vacations
Gifts to children (incl. money for their home
purchase)
Legal fees and expenses; "lawsuit"; "divorce"--
12.
-7.
0.
Business or investment related expenses
Other
Inap.
NFS
26228
V32b.
How much did it cost you in total (for all these
expenses)?
Code actual amount
0. Inap.
26229
your
V33.
During the past three years, did you (or anyone in
family living here) receive any unusually large
amounts of
money or property, such as an insurance or legal
award,
winning the lottery, or any other unusually large
financial benefits that you have not already
mentioned?
1.
5.
26230
property?
26231
V33a.
YES
NO
From what source did you receive this money or
(Were there any other sources?)
Code 2 mentions
01.
02.
03.
04.
05.
06.
07.
-7.
0.
26232
these)
V33b.
Insurance settlement
Lottery winnings
Divorce settlement
Other legal judgments; lawsuits
Employer
Gifts (from relatives)
Profits in savings/investments
Other
Inap.
How much did you receive in total from (this/all
sources?
Code actual amount
0.
26317
affect
Y7a.
Inap.
We are interested in how changes in marital status
people's financial well-being. At the time of your
marriage, about how much did your (husband/wife) have
in
26334
affect
Y8a.
assets?
We are interested in how changes in marital status
people's financial well-being. At the time of your
marriage, about how much did your (husband/wife) have
in
26404
Y9b.
26432
affect
Y10c.
assets?
We are interested in how changes in living situations
affect people's financial well-being. At the time you
began living together, about how much did your
partner have in assets?
We are interested in how changes in marital status
people's financial well-being. At the time of your
marriage, about how much did your (husband/wife) have
in
assets?
Code actual amount
-1. NONE
0. Inap.
26318
debts?
26335
debts?
26405
debts?
26433
debts?
Y7b.
At that time, about how much did (he/she) have in
Y8b.
At this time, about how much did (he/she) have in
Y9c.
At this time, about how much did (he/she) have in
Y10d.
At this time, about how much did (he/she) have in
Code actual amount
-1. NONE
0. Inap.
26322
Y7g.
At the time of your (husband's/wife's) death, were any
assets given to charities or to anyone not living with
you
26341
you
Y8g.
now?
At the time of your (husband's/wife's) death, were any
assets given to charities or to anyone not living with
26423
Y9y.
now?
At the time of your (husband's/wife's) death, were any
assets given to charities or to anyone not living with
Y12c.
now?
At the time of your (husband's/wife's) death, were any
assets given to charities or to anyone not living with
you
26456
you
now?
1.
5.
0.
26323
26342
26424
26457
Y7h.
Y8h.
Y9z.
Y12d.
YES
NO
Inap.
About
About
About
About
how
how
how
how
much
much
much
much
was
was
was
was
that?
that?
that?
that?
Code actual amount
0. Inap.
26324
26343
26425
26458
Y7j.
Did you receive any settlements from life insurance on
your (husband/wife)?
Y8j.
Did you receive any settlements from life insurance on
your (husband/wife)?
Y9aa. Did you receive any settlements from life insurance on
your (husband/wife)?
Y12e. Did you receive any settlements from life insurance on
your (husband/wife)?
1.
5.
0.
26325
26344
26426
26459
Y7k.
Y8k.
Y9bb.
Y12f.
YES
NO
Inap.
About
About
About
About
how
how
how
how
much
much
much
much
was
was
was
was
that?
that?
that?
that?
Code actual amount
0. Inap.
26326
Y7m.
26345
Y8m.
26417
Y9s.
26445
Y11c.
At the time
assets?
At the time
assets?
At the time
assets?
At the time
of your divorce, was there a division of
of your divorce, was there a division of
of your divorce, was there a division of
of your divorce, was there a division of
assets?
1.
5.
0.
26327
Y7n.
YES
NO
Inap.
What was the total dollar value of the assets that you
retained, including your share of the financial
assets,
the home and other real estate and any other property
that
26346
Y8n.
you received?
What was the total dollar value of the assets that you
retained, including your share of the financial
assets,
the home and other real estate and any other property
that
26418
Y9t.
you received?
What was the total dollar value of the assets that you
retained, including your share of the financial
assets,
the home and other real estate and any other property
that
26446
Y11d.
you received?
What was the total dollar value of the assets that you
retained, including your share of the financial
assets,
the home and other real estate and any other property
that
you received?
Code actual amount
0. Inap.
26328
your
Y7p.
What was the total dollar value of the assets that
26347
your
Y8p.
(ex-husband/ex-wife) retained?
What was the total dollar value of the assets that
26419
your
Y9u.
(ex-husband/ex-wife) retained?
What was the total dollar value of the assets that
26447
your
Y11e.
(ex-husband/ex-wife) retained?
What was the total dollar value of the assets that
(ex-husband/ex-wife) retained?
Code actual amount
0. Inap.
26329
Y7q.
Were you required to pay alimony, were you supposed to
26348
Y8q.
26420
Y9v.
26448
Y11f.
receive alimony, or was no alimony involved in the
settlement?
Were you required to pay alimony, were you supposed to
receive alimony, or was no alimony involved in the
settlement?
Were you required to pay alimony, were you supposed to
receive alimony, or was no alimony involved in the
settlement?
Were you required to pay alimony, were you supposed to
receive alimony, or was no alimony involved in the
settlement?
1.
2.
5.
0.
26330
former
Y7r.
PAY ALIMONY
RECEIVE ALIMONY
NO ALIMONY INVOLVED
Inap.
Did you receive custody of your children, did your
(husband/wife) receive custody, do you have joint
custody,
26349
former
Y8r.
or were no children involved in the settlement?
Did you receive custody of your children, did your
(husband/wife) receive custody, do you have joint
custody,
26421
former
Y9w.
or were no children involved in the settlement?
Did you receive custody of your children, did your
(husband/wife) receive custody, do you have joint
custody,
26449
former
Y11g.
or were no children involved in the settlement?
Did you receive custody of your children, did your
(husband/wife) receive custody, do you have joint
custody,
or were no children involved in the settlement?
1.
2.
3.
5.
0.
26331
supposed
26350
supposed
R CUSTODY
SPOUSE CUSTODY
JOINT CUSTODY
NO CHILD
Inap.
Y7s.
Were you required to pay child support, were you
Y8s.
to receive child support, or was child support not
involved in the settlement?
Were you required to pay child support, were you
to receive child support, or was child support not
involved in the settlement?
26422
supposed
26450
supposed
Y9x.
Were you required to pay child support, were you
Y11h.
to receive child support, or was child support not
involved in the settlement?
Were you required to pay child support, were you
to receive child support, or was child support not
involved in the settlement?
1.
2.
5.
0.
26411
you
Y9n.
PAY
RECEIVE
NO SUPPORT
Inap.
Do you receive support from your (husband/wife), do
pay support, or is there no support involved?
1.
2.
3.
0.
26412
Y9p.
RECEIVE SUPPORT
NO SUPPORT INVOLVED
PAY SUPPORT
Inap.
How much do you receive?
Code actual amount
0 000 000. Inap.
26413
Y9p.
PER
2.
3.
4.
5.
6.
-7.
0.
26414
Y9q.
Week
Biweekly
Month
Quarter
Year
Other
Inap.
How much do you pay?
Code actual amount
0. Inap.
26415
Y9q.
PER
2.
3.
4.
5.
6.
Week
Biweekly
Month
Quarter
Year
-7.
0.
26416
this
26439
this
Other
Inap.
Y9r.
Are the assets and debts that you've told me about in
Y10h.
interview owned mainly by you, are they owned jointly
with your (husband/wife), or what?
Are the assets and debts that you've told me about in
interview owned mainly by you, are they owned jointly
with your (husband/wife), or what?
1.
2.
-7.
0.
OWNED BY R
OWNED JOINTLY
OTHER
Inap.
IV. 1983 RECODES
---------------*************************************************************************
******
*************************************************************************
******
The 1983 question identifier is given just to the right of the
recode variable number. Where possible, question information is given
from either the 1983 Technical Manual and Codebook or from the 1983
questionnaire itself. The variable to the far right is the set of
1983 variables from which the recode was derived. Most of the time,
the variable from the 1983 cleaned and imputed data set was used. The
responses given are those for the recode variable.
For internal users, additional comments from the creation of these
variables can be found in the following files:
/mfs/scf2/scf89/doc/panel8389, or /mfs/scfa/create/doc/89p/panel8389 on
MP1
*************************************************************************
******
*************************************************************************
******
CREDIT ATTITUDES
50040
A1.
General credit attitude
(B5501)
Respondents were asked: "Do you think it is a good
idea or a bad idea for people to buy things on the
installment plan?"
1.
Good idea
3.
5.
(A)
(B)
(C)
(D)
(E)
A2.
50041(A)
50042(B)
50043(C)
50044(D)
50045(E)
Expenses of vacation trip
Living expenses when income is cut
Finance the purchase of a fur coat or jewelry
Finance the purchase of a car
Finance educational expenses
Reasons for borrowing
For each of the potential reasons for
borrowing given in (A) - (E), respondents were
asked: "Tell me if it is all right for someone
like yourself to borrow money to .. (each reason
asked)?"
1.
5.
50046
Good in some ways, bad in others
Bad idea
A6.
(B5504)
(B5505)
(B5507)
(B5509)
(B5511)
Yes
No
Turned down for credit in last few years?
(B5522)
Respondents were asked if he/she (or their spouse)
had had a request for credit turned down by a
particular lender or creditor in the past few years,
or had been unable to get as much credit as he/she
had applied for.
1.
3.
5.
50047
Yes, turned down
Yes, unable to get as much credit as he/she wanted
Not turned down
A6b., A6c. Reapply for credit
(B5525)
Respondents were asked if he/she (or their spouse)
reapplied for credit at the same lender or any other
institution after he/she was turned down for credit
(or did not get as much as he/she asked for). If he/she
had reapplied he/she was asked whether or not he/she
eventually received as much credit as he/she had
originally wanted.
1.
2.
3.
5.
0.
Reapplied for credit and received as much as he/she
wanted
Reapplied for credit and were again denied or did
not receive as much as he/she wanted
Reapplied for credit and NA whether he/she received
as much as he/she wanted
Did not reapply
Inap.
50048
A7.
Dissuaded from applying for credit?
(B5526)
Respondents were asked if there had been any time in
the past few years that he/she (or their spouse) had
thought about applying for credit at a particular
place, but changed their mind because he/she thought
he/she might be turned down.
1.
5.
Yes
No
CREDIT CARDS AND REVOLVING DEBT
(A) Gasoline company credit cards
(B) Bank credit cards (Visa, Mastercard, Choice)
(C) General purpose credit cards (American Express,
Diners Club, Carte Blanche)
(D) National retailer credit cards (Sears, Penneys,
Wards)
(E) Other store or retailer credit cards
(F) Other credit cards (rental car, airline etc.)
50049
B1.
Does household have any credit cards?
1.
5.
(B4103)
Yes
No
50050
B2a. - B2f. Number of credit cards
(B4105+B4108+
B4111+B4114+
Excludes cards owned by business or,multiple
B4117+B4120)
cards per account.
Code # cards
0.
none, inap. no credit cards
For the public-use dataset, the number of credit cards
is top-coded at 20.
50055
B4a. - B4f.
Total credit card debt
(B4102)
The sum of the amount owed on gasoline, bank, general
purpose, national retail, other retail, and other
credit card debt after payment of last bill.
Code actual amount
-1.
None
0.
Inap.
50051
B5a.
Payment patterns
Asked of all respondents owning bank, national
retail, or other store credit cards.
1.
3.
5.
0.
50052
B6.
50053
B6a.
Always pay full amount of credit card bills
Sometimes pay full amount or always pay some
bills in full
Hardly ever pay full amount of bills
Inap.
Does household have lines of credit?
1.
5.
(B4123)
(B4104)
Yes
No
Amount owed on lines of credit
(B4125)
The amount currently owed on open-ended lines
of credit such as checking account overdrafts
or credit union borrowing.
Code actual amount
-1.
None
0.
Inap.
50054
B6c.
Lines of credit secured by equity in home?
(B4130)
Is home used as collateral for any lines of credit?
1.
5.
0.
Yes
No
Inap.
HOUSING
50060
C2.
Residential ownership code
1.
2.
3.
4.
8.
(B3702)
Own; buying; or land contract
Pays rent
Neither owns nor rents - live-in servant;
housekeeper; gardener; farm laborer; others
for whom housing is part of compensation
(janitors, nurses)
Neither owns nor rents - house is a gift paid
for by someone outside household, household
pays only taxes
Other arrangement
50061
C4.
Amount of rent per month
(B3705)
Code actual amount
0.
Inap.
50062
C4a.
Utilities included
1.
3.
5.
0.
50063
C4b.
50064
C5.
Includes utilities
Some utilities included
Does not iclude utilities
Inap.
Rented Furnished
1.
3.
5.
0.
(B3706)
(B3707)
Furnished
Partially furnished
Unfurnished
Inap.
Current value of home
(B3708)
Code actual amount
0.
Inap.
50065
C6.
Month home purchased
(B3711)
Code # MONTHS
-1.
Household inherited home and no date given
0.
Inap.
50066
C6.
Year
home purchased
(B3712)
Code
YEAR
-1.
Household inherited home and no date given
0.
Inap.
For the public-use dataset, the year is rounded to the
nearest 5.
50067
C7.
Purhase price of home
(B3713)
Code actual amount
-1.
Household inherited home and no date given
0.
Inap.
50068
C8.
Do you now have a mortgage or land contract
on this (house and lot/apartment/mobile home)?
(V247)
1.
2.
5.
Yes; mortgage
Yes; land contract
No
50069
C11a. Amount outstanding on loan(s)
(B4002+B4024+
B4452+B4472)
Code actual amount
0.
Inap.
50083
C11.
(B4010+B4032+
Amount monthy payment on loan(s)
B4459+B4479)
Code actual amount
-1.
All contributing loans have non-regular payments
0.
Inap.
* Note that some other
that were moved into
B4459, and B4479) in
included in variable
housing loans were retrieved from variables
the consumer loan section (e.g. B4452, B4472,
the 1983 imputed data set. These loans are NOT
50100, which is also derived from B4472.
LAND CONTRACTS OR LOANS/NOTES OWED TO HOUSEHOLD
50070
C18.
Have you (or anyone in your family living here) ever
sold real estate for which you loaned money to the
buyer or accepted a note or land contract from the
buyer? We do not want to include any property owned
by a business which you own or have an interest
in.
(V401)
1.
5.
50071
C19.
Yes
No
Does the buyer still owe you money on any of these
notes or land contracts?
(V402)
1.
5.
0.
Yes
No
Inap.
50072
C19b., C19d. Gross present value
(B3605+B3620+
B3635)
Code actual amount
0.
Inap.
50073
C19i., C19j. Amount owed by household on loan/land contract
property
(B3607+B3622+
B3637)
Code actual amount
0.
Inap.
OTHER PROPERTIES
50074
C20.
Do you (or anyone in your family living here) own any
(other) real estate such as a lot, vacation home,
apartment
building, or commercial property, or are you purchasing
any
properties using a land contract? We do not want to
include
any property owned by a business which you own or have an
interest in.
(V501,V1402,
V1404,V1406)
1.
5.
50075
C22.
(B3805+B3822+
Yes
No
Gross value
B3839+b3856)
Code actual amount
0.
Inap.
50076
C23d. Amount outstanding on mortgage or debt on property
(B3806+B3823+
B3840+b3857)
Code actual amount
0.
Inap.
50084
C23c. Amount monthy payment on loan(s)
(B3814+B3831+
B3848)
Code actual amount
-1.
All contributing loans have non-regular payments
0.
Inap.
* Note that the fourth property was moved from the "other asset" and
"other loan" section (i.e. if k27a.=18 then property information is
in b3855-b3858). Also, no monthly payment information from "other
asset" and "other loan" section.
ADDITIONS AND REPAIRS
50085
owe
D1.
Do you (or anyone in your family living here) currently
any money on loans for improvements on this (house and
lot/
apartment/mobile home) for things like repairs,
additions,
landscaping, or major painting and decorating projects,
excluding money owed on mortgages, credit cards, and
lines
of credit already mentioned?
1.
5.
50086
D6a.
(B4212+B4232)
(V601)
Yes
No
Amount outstanding on loan(s)
Code actual amount
0.
Inap.
50087
D6.
(B4219+B4239)
Amount monthly payment on loan(s)
Code actual amount
-1.
All contributing loans have non-regular payments
0.
Inap.
VEHICLES
50088
E11.
Do you (or anyone in your family living here) own a car,
or any kind of truck, van, motorhome, or jeep-type
vehicle,
not including any leased vehicles or vehicles owned by a
business?
(V701)
1.
5.
50089
Yes
No
Total gross market value of vehicles
(B3902)
Code actual amount
0.
Inap.
50090
E8.
Is any money owed on
(MAKE/MODEL)?
loan(s) for this
(V709,V727,
V745)
1.
5.
0.
50091
Yes
No
Inap.
E10a. Amount outstanding on loan(s)
(B4205)
Code actual amount
0.
Inap.
50092
E10.
(B4279+B4299+
Amount monthly payment on loan(s)
B4319)
Code actual amount
-1.
All contributing loans have non-regular payments
0.
Inap.
HH DURABLE AND OTHER DEBT
50093
F1., F1a.-F1c., F2 (REGULAR PAYMENTS ONLY)
Excluding credit cards and loans we have already talked
about, do you (or anyone in your family here) owe money
for any (other) loans on which regular payments are
required--such as loans or credit for purchases of large
things for the home, such as furniture, a refrigerator,
stove, washing machine, television set, air conditioner,
other household appliances, and so on?
(V801-
V804)
1.
5.
50094
(B4332+B4352+
Yes
No loans with regular payments
Amount outstanding on loan(s)
B4372)
Code actual amount
0.
Inap.
50095
F6.
(B4339+B4359+
Amount monthly payment on loan(s)
B4379)
Code actual amount
-1.
All contributing loans have non-regular payments
0.
Inap.
50096
F10.
(NON-REGULAR PAYMENTS ONLY)
Do you (or anyone in your family living here) owe any
money on (other) loans which do not require regular
payments, for instance, loans on a life insurance
policy, or debts to some other person or bank, or
employer, a student loan, or a margin account with a
broker?
(V901)
1.
5.
50097
F14.
(B4392+B4412+
Yes
No
Amount outstanding on loan(s)
B4432)
Code actual amount
0.
Inap.
50098
F19.
Now thinking of all types of debts, were all payments
made the way they were scheduled during the last year,
or were payments on any of the loans sometimes made
later or missed? (only asked for regular scheduled
payments)
(B4207)
1.
5.
0.
All paid as scheduled
Sometimes got behind or missed payments
Inap
OTHER LOANS (FOR INVESTMENTS)
50099
K28.
Do you (or anyone in your family living here) owe any
money not reported previously to make any of the
investments you mentioned?
(V1408)
1.
5.
50100
Yes
No
K28a. Amount outstanding on loan(s)
(B4472)
Code actual amount
0.
Inap.
* See note after variable 50083 concerning other housing loans in B4472.
These were separated out before constructing 50100.
SAVINGS ATTITUDES
H1.
Reasons for saving
Respondents were asked what the household's most
important reasons for saving were. Two variables
are provided for answers. This was an open-ended
question.
50201(#1)
50202(#2)
(B5401)
(B5402)
1.
2.
3.
11.
12.
13.
14.
15.
16.
17.
21.
22.
23.
24.
25.
26.
Children's education; education of grandchildren
Own education; spouse's education; education--NA for
whom
"For the children/family"--NFS; "to help the kids
out"
Buying own house (code summer cottage in 12)
Purchase of cottage or second home for own use
Buy a car
Home improvements/repairs
To travel; take vacations
Buy durable household goods, appliances, home
furnishings; hobby items; for other purchases not
codable above or not further specified; "buy things
when we need/want them"; moving/special occasions
Burial; funeral expenses
Buying (investing in) own business/farm; equipment
for business/farm
Retirement; old age
Reserves in case of unemployment
In case of illness; medical/dental expenses
Emergencies; "rainy days"; other unexpected needs;
for "security"/independence
Investment reasons (to get interest, to be
27.
28.
29.
90.
91.
97.
-1.
0.
50203
H2.
diversified, to buy other forms of assets)
To meet contractual commitments (debt repayment,
insurance, taxes, etc.); to pay off house
"To get ahead"; for the future; to advance standard
of living
Ordinary living expenses/bills
Had extra income; saved because had the money left
over--no other purpose specified
Wise/prudent thing to do; good discipline to save
Other reason
Don't/can't save; "have no money"
Inap. (No additional reason)
Attitude
toward risk
(B5403)
Respondents were asked: "Which of the following
statements on this card comes closest to the
amount of financial risk you are willing to take
when you save or make investments?"
1.
2.
3.
4.
50204
H3.
Take substantial financial risks expecting to
earn substantial returns
Take above average financial risks expecting
to earn above average returns
Take average financial risks expecting to
earn average returns
Not willing to take any financial risks
Attitude toward liquidity
(B5404)
Respondents were asked: "Which of the following
statements on this card comes closest to how
you feel about tying up your money in investments
for long periods of time?"
1.
2.
3.
4.
(A)
(B)
(C)
(D)
(E)
(F)
(G)
Tie up money for a long period of time to earn
substantial returns
Tie up money for an intermediate period of time
to earn above average returns
Tie up money for a short period of time to earn
average returns
Not willing to tie up money at all
Accountant
Banker
Stock broker
Tax adisor
Lawyer
Spouse
Friend or relative
H4, H4a.-H4g. Does household use advice from sources?
50205(A)
50206(B)
50207(C)
50208(D)
50209(E)
50210(F)
50211(G)
For each potential source of advice in (A) - (G)
above, the respondent indicated whether or not
he/she sought advice concerning savings and
investment decisions.
1.
5.
50212
H4.
(B5340)
(B5341)
(B5342)
(B5343)
(B5344)
(B5345)
(B5346)
Yes
No
Other sources of advice
(B5347)
Other sources used by the household in making
decisions about savings and investment than
those listed above.
1.
2.
3.
4.
5.
0.
50213
H5.
Financial advisor/counselor
Media; reading; Wall Street Journal
Insurance agent/company
Employer; company where respondent/spouse work
Other source
None
Marginal tax rate
Respondents were asked: "if you were to earn an extra
dollar of income, about what percent would have to be
paid in federal income taxes?"
(B5405)
Code percentage times 10 (1 to 1000)
-1.
None
50214
H6.
Savings in 1982
Respondents were asked: "Considering all of your savings
and reserve funds, overall, did you put more money in
or take more money out in 1982?"
(B5406)
1.
3.
5.
50215
H7.
Put more money in
Stayed the same, no savings
Took more money out
Source of savings
Respondents were asked: "Overall did most of your savings
come from your regular income, or did they come
originally
from gifts and inheritance, or other sources?"
1.
2.
3.
4.
5.
6.
7.
50216
H8.
(B5407)
Mostly saved from income; own pension/social
security; profit sharing
Mostly from gifts and inheritances
Combinations including income (1 & 2, 1 & 4, 1 & 6)
Settlements; insurance; lawsuit; divorce
Have no savings
Investment income; sale of property; interest
Other source
Expect inheritance
Respondents were asked if he/she expected to ever receive
a large inheritance.
(B5408)
1.
5.
Yes, expect inheritance
No, do not expect inheritance
BUSINESS ASSETS
ACTIVE MANAGEMEMT ROLE BUSINESS(ES)
50077
K25a. Do you (or anyone in your family living here) have
an active management role in any of these: own or
share ownership in a privately-held business, farm,
professional practice, or any type of partnership
MENTIONED IN K25.)?
(V1302)
1.
5.
Yes
No
50078
K26c. Dollar amount owed to household by business(es)
(B3506+B3519)
Code actual amount
-1.
None
0.
Inap.
50079
K26e. Dollar amount owed to business(es) by household
(B3507+B3520)
Code actual amount
-1.
None
0.
Inap.
50080
K26g. Value of household's net share in business(es)
(B3509+B3522)
Code actual amount
-1.
Worthless
0.
Inap.
NON-ACTIVE MANAGEMEMT ROLE BUSINESS(ES)
50081
K25.
Do you (or anyone in your family living here) have
an active management role in any of these: own or
share ownership in a privately-held business, farm,
professional practice, or any type of partnership
MENTIONED IN K25.)?
(V1302)
K25a. (IF NO TO K25) Do you (or anyone in your family living
here) have an active amangement role in any of these
(MENTIONED IN K25)? (IF NO, ASSUMED NON-ACTIVE) (V1303)
K26m. (IF YES TO K25) Do you (or anyone in your family
living there) own or have an interest in any other
partnership, privately-held business, a farm, or
professional practice.
(V1325)
1.
Yes (if K25a. = 5)
5.
No
* Note that if there was an active management role in a business and
if there was an interest in any other ... (i.e. K26m. = 1),
then they were set to be a non-active management type.
50082
K26n. Net value of business(es) with no management role
(B3501)
Code actual amount
0.
Inap.
FINANCIAL AND OTHER ASSETS, MISC.
50001
K1.
Now I'd like to talk about checking accounts that have
no restrictions on either minimum check size or maximum
number of checks you are allowed to write. Do you (or
anyone in your family living here) have any of these
checking accounts?
(v1101)
1.
5.
50002
K4.
Yes
No
Total dollar amount in unrestricted checking
accounts
(B3401)
Code actual amount
0.
Inap.
50003
K7.
Do you (or anyone in your family living here)
have any Individual Retirement Accounts or IRA's?
K8.
Do you (or anyone in your family living here)
have any Keogh accounts?
(v1123)
1.
5.
50004
(v1125)
Yes (if either of the two above)
No (if neither of the two above)
K7a., K8a. Total dollar amount in IRA or KEOGH accounts
(B3446)
Code actual amount
0.
Inap.
* NOTE: Money market demand accounts (MMDA) are accounts held at
insured institutions (i.e. commercial banks, savings and loans,
or credit unions).
Money market mutual funds (MMMF) are accounts held at uninsured
institutions.
In the final 1983 data set, insured money market accounts were
separated from uninsured money market accounts. Call accounts were
also included with uninsured money market accounts. X50008 removes
call money to make 1983 comparable to 1989. The call account is
picked up in 50028.
MMDA
50005
K14.
Do you (or anyone in your family living here)
have any money market mutual fund accounts at a
mutual fund company or broker or any money market
deposit accounts at commercial banks, savings and
loan associations, savings banks, or credit unions?
(Excluding the certificate accounts you already
mentioned.)
(v1142)
1.
5.
50006
Yes
No
K14c., K21c.,
Total dollar amount in MMDA money market accounts
(B3419)
Code actual amount
0.
Inap.
MMMF
50007
K14.
Do you (or anyone in your family living here)
have any money market mutual fund accounts at a
mutual fund company or broker or any money market
deposit accounts at commercial banks, savings and
loan associations, savings banks, or credit unions?
(Excluding the certificate accounts you already
mentioned.)
(v1142)
1.
5.
50008
Yes
No
K14c., K21c.,
Total dollar amount in uninsured MMDA money market
accounts
(B3420-
B3431)
Code actual amount
0.
Inap.
50009
K11.
Do you (or anyone in your family living here) have
any all-savers certificates?
(v1136)
K12.
Do you (or anyone in your family living here) have
any seven-day to ninety-day savings certificates,
any six-month money market certificates, or
repurchase agreements?
(v1138)
K13.
Do you (or anyone in your family living here) have
any other certificates of deposit or savings
certificates, such as small savers or four year
certificates?
(v1140)
1.
5.
50010
Yes (if any of the three above)
No (if none of the three above)
K11a., K12a., K13a.
Total dollar amount of certificates of deposit
Code actual amount
0.
Inap.
(B3453)
50011
K15.
Do you (or anyone in your family living here) have
any savings accounts, including passbook, statement
savings, share accounts, or Christmas Club
Accounts?
(v1201)
1.
5.
50012
Yes
No
K15c. Total dollar amount in all savings or share
accounts
(B3434)
Code actual amount
0.
Inap.
50013
K19a. Do you (or anyone in your family living here) have
any shares in a tax-free Mutual Fund?
(v1223)
1.
5.
50014
Yes
No
K20a. Total dollar amount of shares in tax-free mutual
funds
(B3463)
Code actual amount
0.
Inap.
50015
K19b. (Any other) shares in Mutual Funds?
1.
5.
50016
(v1225)
Yes
No
K20b. Total dollar amount of shares in taxable mutual
funds
(B3464)
Code actual amount
0.
Inap.
50017
K16.
Do you (or anyone in your family living here) have
any U.S. government savings bonds?
(v1213)
1.
5.
50018
Yes
No
K16a. Total face amount of U.S. government savings bonds
(B3457)
Code actual amount
0.
Inap.
50019
K17b. Do you (or anyone in your family) have any state,
county, or municipal bonds?
(v1218)
1.
5.
50020
Yes
No
K18b. Total face amount of state, county, or municipal
bonds
(B3460)
Code actual amount
0.
Inap.
50021
K17a. Do you (or anyone in your family living here) have
any federal government bonds or bills?
(v1216)
K17c. Any corporate or foreign bonds, or any other bonds?
(v1220)
1.
5.
50022
Yes (if either of the two above)
No (if neither of the two above)
K18a., K18c.
Total face amount of federal government bonds or
bills plus total face amount of corporate, foreign,
or other bonds
(B3459+B3461)
Code actual amount
0.
Inap.
50023
K19c. Publicly traded stock in the company where you
(or your family here) work?
(v1227)
1.
5.
50024
Yes
No
K20c. Total dollar amount of publicly traded stock in
own company
(B3466)
Code actual amount
0.
Inap.
50025
K19d. Publicaly traded stock held in an investment club
or partnership?
(v1229)
K19e. Any other publicly traded preferred or common
stock?
(v1231)
1.
5.
50026
Yes (if either of the two above)
No (if neither of the two above)
K20d., K20e.
Total dollar amount of stock held in investment
clubs plus total dollar amount of other publicly
traded stock
(B3465+B3467)
Code actual amount
0.
Inap.
50027
K21b. Excluding any account you've already mentioned,
do you have a cash or call money account at a
stock brokerage company?
(v1236)
1.
5.
50028
Yes
No
K21c. Total dollar amountt in call money at brokerage
company
(B3431)
Code actual amount
0.
Inap.
* note: 83 call money is always at brokerage co. (inst. type=6 for all
cases),
89 call money is mostly held at brokerage cos. but 5 cases rpt call
money
at a non-brokerage inst.
50029
K22.
Do you (or anyone in your family living here) have
other assets in a trust or managed investment account
that you have not already mentioned?
(v1240)
1.
5.
50030
Yes
No
K22a. Total dollar amount in trust accounts
(B3470)
Code actual amount
0.
Inap.
50031
K27., K27a.
We have talked about various types of savings and
investments. Do you (and your family living here)
have any others that we haven't mentioned-- such as
a boat, or money loaned or invested with friends or
relatives, or antiques, precious metals, gems, or
art held for investment purposes?
(v1401,v1402
v1404,v1406)
* excludes debts owed to Respondent from family/friends/others
1.
5.
50032
to
Yes
No
K27b. Total dollar amount in other assets (excludes debts owed
Respondent from family/friends/others)
(B3483+B3485+
B3487)
Code actual amount
0.
Inap.
50033
K27., K27a.
We have talked about various types of savings and
investments. Do you (and your family living here)
have any others that we haven't mentioned-- such as
a boat, or money loaned or invested with friends or
relatives, or antiques, precious metals, gems, or
art held for investment purposes?
(v1401,v1402
v1404,v1406)
* only includes debts owed to Respondent from family/friends/others
1.
5.
Yes
No
50034
K27b. Total dollar amount in debts owed to R from
family/friends/others
(B3483+B3485+
B3487)
Code actual amount
0.
Inap.
50035
K24a. Are these policies term insurance, or are they the
type which build up a cash value and you can borrow
on them?
(v1245)
1.
5.
50036
Yes
No
K24d. Dollar cash value of whole life insurance
(B3475)
Code actual amount
0.
Inap.
EMPLOYMENT
50220(H)
R1., R1a.-R1d.
Job status at the time of the interview
50240(S)
(B4510)
S1., S1a.-S1d.
Job status at the time of the interview
11.
12.
13.
14.
15.
16.
17.
18.
20.
21.
22.
30.
31.
32.
33.
50.
51.
52.
70.
72.
73.
80.
81.
97.
0.
Working more than 20 hours a week
Working 20 hours per week or less
Retired, work more than 20 hours a week
Student, work more than 20 hours a week
Housewife, work more than 20 hours a week
Unemployed, work more than 20 hours a week
Other, work more than 20 hours a week
Other, work 20 hours per week or less
Laid off, will return
Laid off, no return
Laid off/other, will return
Unemployed, worked before
Unemployed, never worked
Unemployed, work 20 hours per week or less
Unemployed/other not working
Retired, not working
Retired, work 20 hours per week or less
Retired/other not working
Student, not working
Student, work 20 hours per week or less
Student/other, not working
Housewife, not working
Housewife, work 20 hours per week or less
Other, not working
Inap.
(B4610)
50221(H)
R2., R2a., R2b.
(B4531)
3 digit 1970 Census of Population occupation code
50241(S)
S2., S2a., S2b.
3 digit 1970 Census of Population occupation code
(B4631)
See other documentation for codes (e. g. 1983
Technical Manual and Codebook)
0.
50222(H)
50242(S)
R3.
S3.
Inap, not working
3 digit 1970 Census of Population industry code (B4536)
3 digit 1970 Census of Population industry code (B4636)
See other documentation for codes (e. g. 1983
Technical Manual and Codebook)
0.
50223(H)
50243(S)
R4., R4a., R5.
S4., S4a., S5.
1.
2.
3.
4.
5.
6.
7.
8.
0.
50224(H)
50244(S)
Inap, not working
R6.
S6.
Type of employer
Type of employer
(B4540)
(B4640)
Federal government
State/local government
Public school/college
Private school
Military
Employed by private sector, less than 100
employees
Employed by private sector, more than 100
employees
Self-employed
Inap.
Number of years spent working for employer
Number of years spent working for employer
(B4543)
(B4643)
Code number of years
0.
Inap.
For the public-use dataset, the number of years with
the current employer is top-coded at 50.
50225(H)
R7.
Reported number of years before expect to
leave job
(B4551)
50245(S)
S7.
Reported number of years before expect to
leave job
(B4651)
Code number of years (1 to 50)
-7.
Never retire
0.
Inap.
50226(H)
50246(S)
R8.
S8.
Average hours per week worked
Average hours per week worked
(B4544)
(B4644)
Code number of hours (1 to 95)
0.
Inap.
50227(H)
50247(S)
R9.
S9.
Average weeks per year worked
Average weeks per year worked
(B4545)
(B4645)
Code number of hours (1 to 52)
0.
Inap.
50228(H)
50248(S)
R10. Annual income
S10. Annual income
(B4546)
(B4646)
Code actual amount
0.
Inap.
50229(H)
50249(S)
R15., R15a. Pension coverage (current job)
S15., S15a. Pension coverage (current job)
1.
2.
3.
4.
5.
6.
7.
8.
0.
50230(H)
Covered and vested, anticipates benefits
Covered and DK if vested, anticipates benefits
Covered but not vested yet, anticipates benefits
Covered but not vested yet, does not anticipate
benefits
Not covered, anticipates will be (pension
questions not asked)
Not covered, never will be (pension questions
not asked)
Not covered, DK whether will be in future
(pension questions not asked)
Self-employed (pension questions not asked)
Inap, not currently working
R24., R24a.
Participation in tax-deferred compensation or
savings plans (thrift-type plans for current job
other than primary defined contribution plans)
50250(S)
(B4901)
(B5001)
S24., S24a.
(B4941)
Participation in tax-deferred compensation or
savings plans (thrift-type plans for current job)
2.
3.
4.
5.
7.
8.
9.
0.
50231(H)
50251(S)
(B5041)
Thrift plan, savings plan, savings investment plan
Profit sharing plan (exception NFS)
Stock option plan, ESOP, stock ownership, stock
savings plan
Annuity plan
Tax sheltered, tax deferred, deferred compensation
plan not otherwise codable
Company name given, type of account NA
Other type
Inap, no thrift account
R23f. Dollar amount in thrift-type account
S23f. Dollar amount in thrift-type account
(B4946)
(B5046)
Code actual amount
0.
Inap.
50232(H)
50252(S)
R23g. Dollar amount withdrawable from thrift-type
account now
S23g. Dollar amount withdrawable from thrift-type
account now
(B4947)
(B5047)
Code actual amount
-1.
None
0.
Inap.
INCOME
T1.
We have talked about various sources of income. Now we
would like to get the overall picture of all the
different
sources of income that you (and members of your family
living here) had in 1988. Did (you/anyone) have income
from wages and salaries, including bonuses, overtime and
commissions? (RECORD IN COLUMN T1 AND ASK T2 FOR EACH
SOURCE OF INCOME AS IT IS MENTIONED.)
50260
T2.
In total, how much income from (SOURCE) was received by
you (and your family living here) in 1982 before deductions for taxes and anything else? (RECORD IN COLUMN T2.)
T1a.
Income in wages and salary?
1.
Yes (B3205 ne 0)
(B3205)
5.
50261
T2a.
No
(B3205 eq 0)
Income in wages and salary
(B3205)
Code actual amount
0.
Inap.
50262
T1b.
Income from a professional practice, business,
or farm?
1.
5.
50263
T2b.
(B3206)
Yes (B3206 ne 0)
No (B3206 eq 0)
Income from a professional practice, business,
or farm
(B3206)
Code actual amount
0.
Inap.
50264
T1c.
Income from non-taxable investments such as
IRA's or municipals?
1.
5.
50265
T2c.
(B3207)
Yes (B3207 ne 0)
No (B3207 eq 0)
Income from non-taxable investments such as
IRA's or municipals?
(B3207)
Code actual amount
0.
Inap.
50266
T1d.
Taxable interest income?
1.
5.
50267
T2d.
(B3208)
Yes (B3208 ne 0)
No (B3208 eq 0)
Taxable interest income
(B3208)
Code actual amount
0.
Inap.
50268
T1e.
Dividend income?
1.
5.
Yes (B3209 ne 0)
No (b3209 eq 0)
(B3209)
50269
T2e.
Dividend income
(B3209)
Code actual amount
0.
Inap.
50270
T1f.
Net gains from the sale of stocks/bonds, or real
estate?
(B3210)
1.
5.
50271
T2f.
Yes (B3210 ne 0)
No (B3210 eq 0)
Net gains from the sale of stocks/bonds, or real
estate
(B3210)
Code actual amount
0.
Inap.
50272
T1g.
Rent, trust income, or royalties from another
investment?
1.
5.
50273
T2g.
(B3211)
Yes (B3211 ne 0)
No (B3211 eq 0)
Rent, trust income, or royalties from another
investment
(B3211)
Code actual amount
0.
Inap.
50274
T1h.
Worker's or unemployment compensation income?
1.
5.
50275
T2h.
(B3212)
Yes (B3212 ne 0)
No (B3212 eq 0)
Worker's or unemployment compensation income
(B3212)
Code actual amount
0.
Inap.
50276
T1j.
Child support, alimony, inheritance, gifts,
financial support?
1.
5.
50277
T2j.
Yes (B3213 ne 0)
No (B3213 eq 0)
Child support, alimony, inheritance, gifts,
(B3213)
financial support
(B3213)
Code actual amount
0.
Inap.
50278
T1k.
ADC, AFDC, food stamps, SSI, welfare, other
public assistance?
1.
5.
50279
T2k.
(B3214)
Yes (B3214 ne 0)
No (B3214 eq 0)
ADC, AFDC, food stamps, SSI, welfare, other
public assistance
(B3214)
Code actual amount
0.
Inap.
50280
T1m.
Retirement, annuity, pension, disability, survivor,
benefits?
(B3215)
1.
5.
50281
T2m.
Yes (B3215 ne 0)
No (B3215 eq 0)
Retirement, annuity, pension, disability, survivor,
benefits
(B3215)
Code actual amount
0.
Inap.
50282
T1n.
Other income?
1.
5.
50283
T2n.
(B3216)
Yes (B3216 ne 0)
No (B3216 eq 0)
Other income
(B3216)
Code actual amount
0.
Inap.
T1n.
Sources of other income
50284(#1)
50285(#2)
(B3217)
(B3218)
1.
2.
3.
Settlements from lawsuits, divorce, insurance
Gambling winnings
Educational scholarships or grants, GI bill,
4.
0.
50286
T3.
fellowship
Other source
Inap.
Total 1982 gross (pre-tax) household income
(B3201)
Code actual amount
0.
Inap.
V. OTHER 1989 VARIABLES
----------------------Valid values of the J-variables for variables in this section include:
0
= value reported on original data set (includes values reported in the
questionnaire that were alered during editing).
1
= question is inapplicable (e.g., R has no checking account
so value of checking account is coded as zero -- NOTE: zero is a
legitimate value for X-variables only for this value of the
associated J-variable).
2
= evidence from problem sheets that data moved from another
location, but no evidence that value was altered,
or data moved.
= evidence from problem sheets that data moved from another
location, and evidence that value was somehow altered based on
margin notes or other information.
3
4
= evidence that data imputed from marginal notes.
5
= 83/86 value brought forward.
8
9
= recode of survey variables, no missing values in antecedents.
= recode of survey variables, insufficient data collected to
compute value, but not imputed.
12 = in case of regular installment loans where term is DK, non-missing
typical payment moved to monthly payment section.
13 = coded value overridden after editing completed.
14 = inapplicable given hard-code decision (15).
15 = hard-coded imputation determined during cleaning.
16 = override of reported 89 data with 86 data.
17 = override of reported 89 data with 83 data.
18 = other panel override of reported data (combination of 16 & 17,
logical
consistency, misc. intuition).
19 = imputation of missing 89 data using 86 data.
20 = imputation of missing 89 data using 83 data.
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
range
range
range
range
range
range
range
range
range
range
range
range
range
range
range
range
range
range
range
range
card
card
card
card
card
card
card
card
card
card
card
card
card
card
card
card
card
card
card
card
response
response
response
response
response
response
response
response
response
response
response
response
response
response
response
response
response
response
response
response
A: $1 to $500.
B: $501 to $1,000.
C: $10,01 to $2,500.
D: $2,500 to $10,000.
E: $10,001 to $50,000.
F: $50,001 to $250,000.
G: $250,001 to $1,000,000.
H: $1,000,001 to $10,000,000.
I: $10,000,001 to $100,000,000.
J: more than $100,000,000.
< 0 A: -$1 to -$500.
< 0 B: -$501 to -$1,000.
< 0 C: -$10,01 to -$2,500.
< 0 D: -$2,500 to -$10,000.
< 0 E: -$10,001 to -$50,000.
< 0 F: -$50,001 to -$250,000.
< 0 G: -$250,001 to -$1,000,000.
< 0 H: -$1,000,001 to -$10,000,000.
< 0 I: -$10,000,001 to -$100,000,000.
< 0 J: less than -$100,000,000.
44 = value < 0, amount DK
45 = value < 0, amount NA
49 = variable imputed during editing from margin notes, reimputed.
50 = original response was DK.
51 = original response was NA (includes refusals, interviewer errors,
and missing data resulting from editing decisions). Does not
include data missing as a result of missing higer-order questions.
52 = original response missing as a result of missing information for
a higher-order question (typically a YES/NO cut question). In
this case, the higher-order question has been imputed in such
a way as to render response appropriate.
53 = refused (available only for aggregate income, income range
questions, whether filed tax return, and AGI: T3/4/7b/7d).
54 = some, DK how many (see B6).
79 = data missing becaue of questionnaire error, or data not collected
80 = recode variable, missing because data not collected for a
sub-group, data to be imputed.
81 = recode variable, some, but not all components originally missing.
82 = recode variable, all components originally missing.
88 = for property value, only assessed value given.
98 = override of reported information (e.g., R says has 1 IRA, but
2 institution types reported) -- value set to missing.
99 = used for absent spouse for J104 or J105 when X104 OR X105 < 0.
100 = Value set to missing while problem with case is being resolved
(temporary code).
*************************************************************************
The following set of j-codes correspond to variables that were
created and/or updated using panel information from 1983,1986,
as well as 1989.
*************************************************************************
183 = demographic and employment recodes for panel and panel/crosssection
cases: only 83 data missing.
184 = employment recodes for panel and panel/cross-section cases: 83
and 86 data missing.
185 = demographic and employment recodes for panel and panel/crosssection
cases: 83 and 89 data missing.
186 = demographic, marital history, and employment recodes for panel
and panel/cross-section cases: only 86 data missing.
187 = demographic, marital history, and employment recodes for panel
and panel/cross-section cases: 86 and 89 data missing.
188 = marital history and employment recodes for panel
and panel/cross-section cases: 83,86 and 89 data missing.
189 = demographic, marital history, and employment recodes for panel
and panel/cross-section cases: only 89 data missing.
200 = marital history variable set to missing due to irreconcilable
inconsistencies between 1986 and 1989 data.
There are no K-variables for any variables in this section.
---------------------------------------------------------------------------MISC. DATA
---------------------------------------------------------------------------XX1
Original case ID (4-digit) -- identical for
all 3 imputation replicates
Case ID's for New X Section
0001-2000
Case ID's for Panel Sample
2001 - X Section only Iw's
3001 - Panel and X Section
4001 - Panel only Iw
1
2
New ID number -- XX1*10 + imputation replicate
number (1-5)
1.
IWER ID No. (4-digit)
.N
3
3.
NA
Start Date of IW--MONTH (*Month 6-12=1989, 1-5=1990)
Code MONTH
.N NA
4
3.
If only one date is
given, code it as the
start date and code
zero's for end date.
Start Date of IW--DAY
Code DAY
.N NA
8095
R
Start date of IW--YEAR
Code YEAR
5
3.
End Date of IW--MONTH
Code MONTH
.N
NA
0. Only one date given
6
3.
End Date of IW--DAY
Code DAY
.N
NA
0. Only one data given
7
4.
Length of IW
Code MINUTES
.N
NA
8
6.
Mode of Interview
1.
2.
9
Precode for List Sample (from Field Office list)
1.
5.
10
Face-to-Face (include New X Section)
Telephone
Yes, "SPEC" precoded on facesheet
Not in Special Sample
SAMPLE ID (8 digit)
All 0 for new Cross Section sample (Iw's 001-1999)
For Panel Sample (2001, 3001, 4001 series), see
HOUSEHOLD
LISTING UPDATE SHEET
---------------------------------------------------------------------------HOUSEHOLD LISTING
---------------------------------------------------------------------------8000
R:
Respondent and spouse variables reversed to
male and spouse/partner in all subsequent
occurences in data set (data rearranged except
when male not living at sampled address). Also,
all response categories altered to reflect this
change.
1. REVERSED
5. NOT REVERSED
13
18
Respondent:
Spouse: Age computed from date of birth
Code age
.N
14
19
NA
Respondent: "Imputed age"
Spouse: "Imputed age"
(IF HHL AGE=COMPUTED AGE, THE IMPUTED AGE=SAME.
IF HHL AGE=COMPUTED AGE +/- 2 YEARS, THEN IMPUTED AGE=
COMPUTED AGE (I.E., BASED ON DATE OF BIRTH). IN ALL
OTHER CASES, COMPUTED AGE DERIVED BY EDITORS FROM
BEST INFORMATION AVAILABLE IN THE IW.)
(IMPUTED AGE WAS BE USED IN CONVERSIONS OR
CALCULATIONS
INVOLVING AGE OF R/S.)
Code age
100
ABSENT SPOUSE:
1.
5.
0.
Income, debts, assets
Included in Iw
Not included in Iw
Inap. (No absent spouse)
101
SUMMARY:
# persons in HHL
Code total # of persons in HHL
8020(#1)
who
102(#2)
Let's
108(#3)
114(#4)
120(#5)
126(#6)
132(#7)
partner
202(#8)
he/
208(#9)
214(#10
220(#11)
226(#12)
8021(#1)
103(#2)
109(#3)
115(#4)
121(#5)
127(#6)
133(#7)
203(#8)
209(#9)
215(#10)
Before we start the interview, I need to (re-)list the people
live here and obtain some basic information about each one.
start with you--how old are you?
HHL-A. Relationship to Respondent
If a spouse or
1.
RESPONDENT
is present in HH,
2.
Spouse of Respondent
she must be coded as
3.
"Partner" of Respondent
person #2.
4.
Child (incl. in-laws)
13.
Child of Partner
Child (04) here
5.
Grandchild
includes step and
6.
Parent (incl. in-laws)
adopted children
7.
Grandparent (incl. in-laws) and child's spouse.
8.
Aunt/uncle
Code foster child
9.
Cousin
in 36.
10.
Niece/nephew
11.
Sister/brother (incl. in-laws)
12.
Great grandchild
29.
Other relative
31.
Roommate
32.
"Friend" (exc. 3)
33.
Relative of Partner (except Child, code 13)
34.
Boarder or roomer/lodger
35.
Paid help (maid, etc.)
36.
Foster child
39.
Other unrelated person
45.
Absent spouse (I created this one)
0.
Inap. (No further persons)
For the public-use dataset, Absent spouse (45) and
Spouse of Respondent (2) are combined in (2) for
the second variable.
HHL-B. SEX
1.
2.
0.
Male
Female
Inap. (No further persons)
221(#11)
227(#12)
8022(#1)
104(#2)
110(#3)
116(#4)
122(#5)
128(#6)
134(#7)
204(#8)
210(#9)
216(#10)
222(#11)
228(#12)
HHL-C. AGE
Code AGE
1.
0.
One year or less
Inap. (No further persons)
For all ages after X104 (spouse's age), the ages are
rounded to the nearest 5 years
HHL1.
(ASK OF ALL PERSONS 18 AND OLDER, EXCEPT SPOUSE) (Are
you/Is [RELATIONSHIP] currently married or living with
a
partner, separated, divorced, widowed, or (have
you/has
[he/she]) never been married?
ABOVE.)
8023(#1)
105(#2)
111(#3)
117(#4)
123(#5)
marital
129(#6)
code
135(#7)
17.
205(#8)
211(#9)
home/jail)
217(#10)
223(#11)
229(#12)
in
HHL-D. MARITAL STATUS
1.
2.
3.
(M) Married
(P) Living with a partner
(S) Separated
If Person is 17 or
less, assume
4.
(D) Divorced
status=6, do not
5.
(W) Widowed
NA for persons 0-
6.
7.
(NM) Never married
Married but spouse in institution (nursing
8.
or outside U.S. (not available to be sampled
elsewhere)
Married but spouse not current resident of HU or
12.
13.
0.
For
and
HHL2.
RESPONDENT
(RECORD IN COL. D.
institution (samplable at another residence)
Corresponds to 7 for spouse field
Corresponds to 8 for spouse field
Inap. (No further persons)
the public-use dataset, responses (7), (8), (12),
(13) are all combined in (1).
(ASK FOR ALL PERSONS 18 YEARS AND OLDER, EXCEPT
AND SPOUSE)
Does (he/she) usually live here?
(RECORD
IN
8024(#1)
106(#2)
112(#3)
118(#4)
124(#5)
130(#6)
136(#7)
year
206(#8)
212(#9)
218(#10)
224(#11)
230(#12)
COL. E. ABOVE.)
HHL-E. USUALLY LIVES HERE?
1.
2.
HHL4.
3.
4.
YES (incl. R and Spouse/Partner)
Child (17 and under) living in HU for part of each
year
Child (18 and over) away at college part of year
Other adult living in this HU for part of each
5.
0.
NO
Inap. (No further persons)
(ASK ABOUT ALL [related] ADULTS 22 YEARS AND OLDER
EXCEPT
RESPONDENT AND SPOUSE)
Does (RELATIONSHIP) depend on
you
(and your [husband/wife]) for most of (his/her)
support or
is (he/she) financially independent for the most part?
(RECORD IN COL. F. ABOVE.)
8098(#1)
107(#2)
113(#3)
119(#4)
be
125(#5)
131(#6)
indi137(#7)
listed.
207(#8)
will
213(#9)
219(#10)
225(#11)
231(#12)
HHL-F.
1.
FINANCIALLY DEPENDENT; R (Unit #1)
Col F should
2.
3.
INDEPENDENT FINANCES--Unit #2
"
"
--Unit #3
coded/edited
for each
4.
"
"
--Unit #4
vidual
5.
"
"
--Unit #5
Codes 2-5
0.
Inap. (No institutions listed,
no further institutions)
be edited in
green.
---------------------------------------------------------------------------FINANCIAL INSTITUTIONS
---------------------------------------------------------------------------305
A5.
The next few questions are about the financial
institutions that you do business with.
How many financial institutions do you (and your
family
living here) have accounts with or regularly do
personal
financial business with? Include banks, savings and
loans, credit unions, loan companies, and brokerages.
Do
not include institutions where you have only a credit
card
account.
Code NUMBER
-1. NONE
306
withdraw
A5k.
Can you (or your family living here) deposit or
money from (this institution/any of these
institutions)
using an automated teller machine or ATM?
1.
5.
0.
308(#1)
312(#2)
savings
316(#3)
320(#4)
324(#5)
328(#6)
A6.
YES
NO
Inap. (No institutions listed, no further
institutions)
(About Institution #[1/2/3/4/5/6]), what kind of
institution is this? (Is it a commercial bank, a
and loan or savings bank, a credit union, a finance or
loan company, a brokerage, or what?)
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No institutions listed, no further
institutions)
For the public-use dataset, different institution cells are
collapsed for different variables. The SAS code that performs
this collapsing is given after the master list below.
FINANCIAL INSTITUTIONS MASTER REFERENCE LIST
1.
2.
3.
4.
5.
6.
11.
12.
13.
Institution #1 from Card A
Institution #2 from Card A
Institution #3 from Card A
Institution #4 from Card A
Institution #5 from Card A
Institution #6 from Card A
Commercial bank; "trust company"
Savings & loan association or savings bank
Credit union
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
31.
32.
33.
34.
35.
37.
38.
Finance or loan company
Store or dealer
Brokerage company; "mutual fund"--NFS
Insurance company
Mortgage company
Contractor or developer
Prior owner
Automobile finance company; GMAC; Ford CDT
Doctor or hospital; dentist
Lawyer
Accountant
Employer
Friend or relative (not codeable above)
Individual lender (not codeable above)
Real estate (investment) company
School/college/university
Local/county/state government (exc. 42)
Special federal government agency: FMHA; SBA; VA;
FHA; HUD; NDSL
Federal government general or NA agency; IRS
(83=K22b only; 89=N45 only) Self/spouse (manages
own trust)
Bank or general purpose credit card company:
VISA;
Carte Blanche; MasterCard (except American
Express,
39.
40.
41.
42.
50.
code 51)
Union
Church
AARP (American Association of Retired Persons)
Courts
(Sears)/Discover Card (V415-418 only) (Code
"Sears"
94.
mention in 15)
American Express/Optima Card
Other membership organization: AAA; NEA; NTA
(V415-418 only)
Money market (mutual) funds, NFS
Farm related lenders, not codeable above or NA if
membership group or government agency
Investment/management companies or consultants--
95.
-1.
-7.
Non-financial institution (exc. 40-42, 61)
Combinations of types of financial institutions
OTHER
51.
61.
92.
93.
NEC
*************************************************************************
**
code to collapse institution cells
*************************************************************************
**
ARRAY INST1 {*} X308 X312 X316 X320 X324 X328;
DO I=1 TO DIM(INST1);
IF (INST1{I}=15 OR INST1{I}=19 OR INST1{I}=32 OR INST1{I}=40) THEN
DO;
INST1{I}=-7;
END;
END;
ARRAY INST2 {*} X415 X416 X417 X418;
DO I=1 TO DIM(INST2);
IF (INST2{I}=32 OR INST2{I}=92) THEN DO;
INST2{I}=-7;
END;
END;
ARRAY INST3 {*} X817 X917 X1017 X1046;
DO I=1 TO DIM(INST3);
IF (INST3{I}=13 OR INST3{I}=15 OR INST3{I}=32 OR INST3{I}=94) THEN
DO;
INST3{I}=-7;
END;
END;
ARRAY INST4 {*} X1112 X1123 X1134;
DO I=1 TO DIM(INST4);
IF (INST4{I}=34) THEN DO;
INST4{I}=-7;
END;
END;
IF (X1217=13 OR X1217=27) THEN X1217=-7;
ARRAY INST6 {*} X1728 X1828 X1928;
DO I=1 TO DIM(INST6);
IF (INST6{I}=13 OR INST6{I}=31 OR INST6{I}=32 OR INST6{I}=35
OR INST6{I}=94) THEN
DO;
INST6{I}=-7;
END;
END;
ARRAY INST7 {*} X2220 X2320 X2420 X2521 X2621;
DO I=1 TO DIM(INST7);
IF (INST7{I}=18 OR INST7{I}=20 OR INST7{I}=39) THEN DO;
INST7{I}=-7;
END;
END;
ARRAY INST8 {*} X2725 X2742 X2825 X2842 X2925 X2942;
DO I=1 TO DIM(INST8);
IF (INST8{I}=20 OR INST8{I}=25 OR INST8{I}=42 OR INST8{I}=61
OR INST8{I}=93) THEN
DO;
INST8{I}=-7;
END;
END;
ARRAY INST9 {*} X3505 X3509 X3513 X3517 X3521 X3525;
DO I=1 TO DIM(INST9);
IF (INST9{I}=25 OR INST9{I}=92) THEN DO;
INST9{I}=-7;
END;
END;
ARRAY INST10 {*} X3606 X3607 X3608 X3609 X3616 X3617 X3618 X3619
X3626 X3627 X3628 X3629;
DO I=1 TO DIM(INST10);
IF (INST10{I}=40 OR INST10{I}=93) THEN DO;
INST10{I}=-7;
END;
END;
ARRAY INST11 {*} X3705 X3710 X3715;
DO I=1 TO DIM(INST11);
IF (INST11{I}=61) THEN DO;
INST11{I}=-7;
END;
END;
ARRAY INST12 {*} X3722 X3723 X3724 X3725;
DO I=1 TO DIM(INST12);
IF (INST12{I}=17 OR INST12{I}=94) THEN DO;
INST12{I}=-7;
END;
END;
ARRAY INST13 {*} X3803 X3806 X3809 X3812 X3815;
DO I=1 TO DIM(INST13);
IF (INST13{I}=17 OR INST13{I}=92 OR INST13{I}=93) THEN DO;
INST13{I}=-7;
END;
END;
ARRAY INST15 {*} X3943 X3944 X3945 X3946;
DO I=1 TO DIM(INST15);
IF (INST15{I}=12 OR INST15{I}=31 OR INST15{I}=33 OR INST15{I}=34
OR INST15{I}=35 OR INST15{I}=61) THEN DO;
INST15{I}=-7;
END;
END;
*************************************************************************
**
309(#1)
with
313(#2)
phone,
317(#3)
321(#4)
325(#5)
329(#6)
310(#1)
A7.
How (do you/does your family) typically do business
this institution (--by ATM, in person, by mail, by
or some other way)? (NOT ASKED IF NON-FINANCIAL INST.)
1.
2.
3.
4.
5.
6.
-7.
0.
A8.
BY ATM
IN PERSON--R or R's messenger If adjacent boxes
BY MAIL
checked, code
BY PHONE
smallest number.
Payroll deduction; direct deposit
DON'T DO REG. BUSINESS
OTHER
Inap. (No institutions listed, no further
institutions)
Roughly, how many miles is the office or ATM of this
314(#2)
who
318(#3)
WANT
322(#4)
326(#5)
330(#6)
institution from the home or workplace of the person
uses it most often? (ACCEPT RANGE.) (IF R ASKS: WE
THE CLOSER OF THE DISTANCE FROM HOME OR WORKPLACE.)
(NOT ASKED IF NON-FINANCIAL INST.)
Code MILES
51.
-1.
-7.
0.
OVER 50 MILES
LESS THAN A MILE
LOCAL PHONE OR POST BOX
Inap. (No institutions listed, no further
institutions)
---------------------------------------------------------------------------CREDIT CARDS
---------------------------------------------------------------------------410
(or
B5.
Now I have some questions about credit cards.
Do you
anyone in your family living here) have any credit
cards?
1.
5.
YES
NO
TYPES OF CREDIT CARDS
#1: bank-type cards
#2: store cards
#3: gasoline cards
#4: general purpose cards
#5: other types of cards
411 (#1)
419 (#2)
have?
422 (#3)
the
425 (#4)
428 (#5)
B6-A.
How many different (TYPE) credit card accounts such
as (EXAMPLES) do you (and your family living here)
(READ ONCE:
Please do not count duplicate cards for
same account or any business or company accounts.)
Code
-1.
0.
For
# ACCTS
NONE
Inap. (No credit cards)
the public-use dataset, the number of credit
cards
is top-coded at 20.
412
420
423
426
429
(#1)
(#2)
(#3)
(#4)
(#5)
B7-A.
During the last month, roughly how much were the new
charges made to (this/all these) (TYPE) account(s)?
Code $ amount
-1. NONE
0. Inap. (No credit cards, no TYPE cards)
413 (#1)
B8-A.
(this/these)
421 (#2)
424 (#3)
427 (#4)
430 (#5)
After the last payment(s) (was/were) made on
account(s), roughly what was the balance still owed on
(this/all these) (TYPE) account(s)?
Code $ amount
-1. NONE
0. Inap. (No credit cards, no TYPE cards)
414 (#1)
(this/all
B9.
What is the maximum amount you could borrow on
of these) bank-type account(s); that is, what is your
total credit limit?
Code actual amount
-1. NONE/No limit
0. Inap. (No credit cards, no bank-type cards)
415
416
417
418
(#1a)
(#1b)
(#1c)
(#1d)
B10.
Please look at Card A. (Is this/are these) with any of
the institution(s) on Card A, or from someplace else?
(CHECK ALL THAT APPLY.) [IF CARD A: Which
institution(s)?] [IF "SOMEPLACE ELSE": What type(s) of
institution(s)?]
Code up to 4 mentions
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No credit cards, no bank-type cards, no
additional institutions)
9082(#1a)
9151(#1b)
9152(#1c)
9153(#1d)
432
R.
Type of institution
Code type of intsitution
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No credit cards, no bank-type cards, no
additional institutions)
B12.
Thinking only about bank cards or store cards, do you
almost always, sometimes, or hardly ever pay off the
total
balance owed on the account each month?
1.
3.
5.
0.
ALMOST ALWAYS
SOMETIMES
HARDLY EVER
Inap. (No credit cards, no bank or store credit
cards)
---------------------------------------------------------------------------PRINCIPAL RESIDENCE
---------------------------------------------------------------------------501
D1.
INTERVIEWER CHECKPOINT
1. R LIVES ON A RANCH OR FARM
2. R LIVES IN A MOBILE HOME
3. ALL OTHERS
R LIVES ON FARM/RANCH
502
how
D2.
Now I have some questions about this property.
About
many acres is this (farm/ranch)?
Code ACRES
For the public-use dataset, the number of acres is
top-coded at 50000, and rounded to the nearest 5.
0. Inap. (Does not live on a farm)
503
a
D3.
Do you (or anyone in your family living here) operate
farming or ranching business on this property?
1.
5.
0.
504
any
D3a.
YES
NO
Inap. (Does not live on a farm)
Do you (or anyone in your family living here) rent out
part of this property to others?
1.
5.
0.
YES
NO
Inap. (Does not live on a farm, farm business)
505
D3b.
How much rent do you collect each month?--$ AMOUNT
Code actual amount
-7. Other; non-cash rent
0. Inap. (Does not live on a farm, farm business,
no rent)
506
D3b.
PER
2.
3.
4.
5.
6.
-7.
0.
507
D4.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Does not live on a farm, farm business,
no rent)
What part of this property is used for the farming or
ranching business?
Code PERCENT to 2 decimal places
9995. ALMOST ALL
-1. VERY LITTLE
0. Inap. (Does not live on a farm, no farm
business)
508
D5.
(farm/ranch).
What is the legal ownership status of this
Do you (or your family living here) own this
(farm/ranch),
do you own part of it, do you rent it, is it all owned
by
a business, or what?
1.
2.
3.
4.
-7.
0.
OWNS ALL
OWNS PART
RENTS
OWNED BY A BUSINESS
OTHER
Inap. (Does not live on a farm, no farm business)
R OWNS ENTIRE FARM
509
the
D5a.
Does the (farming/ranching) business pay any rent for
use of the property?
1.
5.
0.
510
collect
D5b.
YES
NO
Inap. (Does not live on a farm, no farm business,
does not own entire farm)
How much rent do you (or your family living here)
each month?--$ AMOUNT
Code actual amount
-7. Other; not-cash rent
0. Inap. (Does not live on a farm, no farm business,
does not own entire farm, business does not
pay rent)
511
D5b.
PER
2.
3.
4.
5.
6.
-7.
0.
512
the
D5c.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Does not live on a farm, no farm business,
does not own entire farm, business does not
pay rent)
Could you tell me the present value of this house and
immediately surrounding land?
I mean, about what
would it
bring if it were sold today?
Code actual amount
0. Inap. (Does not live on a farm, no farm business,
does not own entire farm)
513
later.
D5d.
I will ask you more about the business operation
The rest of the questions in this section will refer
to
the entire property.
Could you tell me the present
value
of this entire property--that is, what would it bring
if
it were sold today?
Code actual amount
0. Inap. (Does not live on a farm, no farm business,
does not own entire farm)
FARM OWNED BY A BUSINESS
514
any
D5e.
Do you (or your family living here) pay the business
rent for this house?
1.
5.
0.
515
D5f.
YES
NO
Inap. (Does not live on a farm, no farm business,
farm not owned by a business)
In what month and year did you move into this
(farm/ranch)?--MONTH
Code MONTH
0. Inap. (Does not live on a farm, no farm business,
farm not owned by a business)
516
D5f.
In what month and year did you move into this
(farm/ranch)?--YEAR
Code YEAR
1901. 1901 or earlier
0. Inap. (Does not live on a farm, no farm
business,
farm not owned by a business)
R OWNS PART OF FARM/RANCH
517
D6.
Does the (farming/ranching) business pay you (or your
family living here) any rent for the use of the
property?
1.
5.
0.
518
collect
D6a.
YES
NO
Inap. (Does not live on a farm, no farm business,
does not own part of farm)
How much rent do you (or your family living here)
each month?
Code actual amount
-7. Other
0. Inap. (Does not live on a farm, no farm business,
does not own part of farm, farm does not pay
rent)
519
D6a.
PER
2.
3.
4.
5.
6.
-7.
0.
520
rent
D7.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Does not live on a farm, no farm business,
does not own part of farm, farm does not pay rent)
Do you (or anyone in your family living here) pay any
for this property?
1.
5.
0.
521
each
D7a.
YES
NO
Inap. (Does not live on a farm, no farm business,
does not own part of farm)
How much rent do you (or your family living here) pay
month?
Code actual amount
-7. Other
0. Inap. (Does not live on a farm, no farm business,
does not own part of farm, does not pay rent)
522
D7a.
PER
2.
3.
4.
5.
6.
-7.
0.
523
later.
D8.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Does not live on a farm, no farm business,
does not own part of farm, does not pay rent)
I will ask you more about the business operation
Now I'd like to ask about the part of the property
that
you (and your family living here) personally own.
About
what percent of the total property is that?
Code PERCENT to 2 decimal places
0. Inap. (Does not live on a farm, no farm business,
does not own part of farm)
524
D9.
Do you (or anyone in your family living here) own this
house and the immediately surrounding land?
1.
5.
0.
525
and
D9a.
YES
NO
Inap. (Does not live on a farm, no farm business,
does not own part of farm)
Could you tell me the present value of just this house
lot?
I mean, about what would it bring if it were
sold
today?
Code actual amount
0. Inap. (Does not live on a farm, no farm business,
does not own part of farm)
526
of
D10.
Could you tell me the present value of the entire part
the property you own?
I mean, what would it bring if
it
were sold today?
Code actual amount
0. Inap. (Does not live on a farm, no farm business,
does not own part of farm)
R LIVES IN MOBILE HOME
601
D11.
Now I have some questions about your home. Do you (or
your family living here) own both this mobile home and
site or lot, do you own only the mobile home, do you
own
only the site, do you rent both the home and site, or
what?
1.
2.
3.
4.
-7.
0.
OWN BOTH HOME AND SITE
OWN ONLY SITE
OWN ONLY HOME
RENT BOTH
NEITHER OWNS NOR RENTS
Inap.
R OWNS ONLY SITE
602
D11a.
About how much rent do you pay on this home each month?
Code
-1.
-7.
0.
603
D11a.
PER
2.
3.
4.
5.
6.
-7.
0.
604
mean,
D11b.
actual amount
Nothing; zero
Other
Inap. (Does not liven in mobile home, other
than owns only site of mobile home)
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Does not liven in mobile home, other
than owns only site of mobile home)
Could you tell me the present value of the site?
I
about what would it bring if it were sold today?
Code actual amount
0. Inap. (Does not liven in mobile home, other
than owns only site of mobile home)
605
D11c.
In what month and year was this site purchased?--MONTH
Code MONTH
0. Inap. (Does not liven in mobile home, other
than owns only site of mobile home)
606
D11c.
In what month and year was this site purchased?--YEAR
Code YEAR
0. Inap. (Does not liven in mobile home, other
than owns only site of mobile home)
607
D11d.
How much did this site cost when it was purchased?
Code actual amount
0. Inap. (Does not liven in mobile home, other
than owns only site of mobile home)
608
D11d.
GIFT/INHERITANCE
1.
5.
0.
Checked
Not checked
Inap. (Does not liven in mobile home, other
than owns only site of mobile home)
R NEITHER OWNS NOR RENTS MOBILE HOME
609
D11e.
How is that?
1.
2.
Housing is part of job compensation; live-in
servant; housekeeper; gardener; farm laborer
Housing is a gift paid for by someone outside
HU;
3.
4.
5.
owned by relative outside HU; R pays only taxes
Sold home, has not moved yet
Living in house which will inherit; estate in
process
Living in temporary quarters (garage, shed)
while
-7.
0.
610
home?
D11f.
home is under construction
Other
Inap. (Does not liven in mobile home, owns or
rents mobile home)
In what month and year did you move into this mobile
--MONTH
Code MONTH
0. Inap. (Does not liven in mobile home, owns or
rents mobile home)
611
home?
D11f.
In what month and year did you move into this mobile
--YEAR
Code YEAR
0. Inap. (Does not liven in mobile home, owns or
rents mobile home)
R OWNS ONLY MOBILE HOME
612
month?
D12.
About how much rent do you pay on this site each
Code
-1.
-7.
0.
613
D12.
PER
2.
3.
4.
5.
6.
-7.
0.
614
home?
D12a.
actual amount
Zero; pays no rent
Other
Inap. (Does not liven in mobile home, other
than owns only mobile home)
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Does not liven in mobile home, other
than owns only mobile home)
Could you tell me the present value of this mobile
I mean, about what would it bring if it were sold
today?
Code actual amount
0. Inap. (Does not liven in mobile home, other
than owns only mobile home)
615
D12b.
In what month and year was this mobile home purchased?
--MONTH
Code MONTH
0. Inap. (Does not liven in mobile home, other
than owns only mobile home)
616
D12b.
In what month and year was this mobile home purchased?
--YEAR
Code YEAR
0. Inap. (Does not liven in mobile home, other
than owns only mobile home)
617
D12c.
purchased?
How much did this mobile home cost when it was
Code actual amount
0. Inap. (Does not liven in mobile home, other
than owns only mobile home)
618
D12c.
GIFT/INHERITANCE
1.
5.
0.
Checked
Not checked
Inap. (Does not liven in mobile home, other
than owns only mobile home)
R RENTS MOBILE HOME AND SITE
619
each
D13.
About how much rent do you pay on this home and site
month?
Code actual amount
-7. Other
0. Inap. (Does not liven in mobile home, does
not rent mobile home and site)
620
D13.
PER
2.
3.
4.
5.
6.
-7.
0.
621
home?
D13a.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Does not liven in mobile home, does
not rent mobile home and site)
In what month and year did you move into this mobile
--MONTH
Code MONTH
0. Inap. (Does not liven in mobile home, does
not rent mobile home and site)
622
home?
D13a.
In what month and year did you move into this mobile
--YEAR
Code YEAR
0. Inap. (Does not liven in mobile home, does
not rent mobile home and site)
R OWNS BOTH MOBILE HOME AND SITE
623
site?
D14.
Could you tell me the present value of this home and
I mean, about what would they bring if they were sold
today?
Code actual amount
0. Inap. (Does not liven in mobile home, does
not own mobile home and site)
624
D15.
Were the site and mobile home purchased separately?
1.
5.
0.
625
D15a.
YES
NO
Inap. (Does not liven in mobile home, does
not own mobile home and site)
In what month and year was this mobile home purchased?
--MONTH
Code MONTH
0. Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased together)
626
D15a.
In what month and year was this mobile home purchased?
--YEAR
Code YEAR
0. Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased together)
627
D15b.
purchased?
How much did the mobile home cost when it was
Code actual amount
0. Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased together)
628
D15b.
GIFT/INHERITANCE
1.
5.
0.
Checked
Not checked
Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased together)
629
D15c.
In what month and year was this site purchased?--MONTH
Code MONTH
0. Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased together)
630
D15c.
In what month and year was this site purchased?--YEAR
Code YEAR
0. Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased together)
631
D15d.
How much did this site cost when it was purchased?
Code actual amount
0. Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased together)
632
D15d.
GIFT/INHERITANCE
1.
5.
9.
0.
633
D15e.
Checked
Not checked
NA
Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased together)
In what month and year was this mobile home and site
purchased?--MONTH
Code MONTH
0. Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased separately)
634
D15e.
In what month and year was this mobile home and site
purchased?--YEAR
Code YEAR
0. Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased separately)
635
were
D15f.
How much did the mobile home and site cost when they
purchased?
Code actual amount
0. Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased separately)
636
D15f.
GIFT/INHERITANCE
1.
5.
0.
701
(and
D16.
Checked
Not checked
Inap. (Does not liven in mobile home, does
not own mobile home and site, mobile home and
site purchased separately)
Now I have some questions about your home.
Do you
your family living here) own this (house and
lot/apartment/farm/ranch), do you pay rent, do you own
it
as a part of a condo, co-op, townhouse association, or
what?
1.
2.
3.
4.
5.
-7.
0.
703
fees?
D16b.
OWNS OR IS BUYING; LAND CONTRACT
PAYS RENT
CONDO
CO-OP
TOWNHOUSE ASSOC.
NEITHER OWNS NOR RENTS
Inap. (Lives on farm run as business,
lives in mobile home)
How much are your condo/co-op/townhouse association)
Code actual amount
-1. NONE/No regular payment/No typical payment
0. Inap. (Lives on farm run as business,
lives in mobile home, house not condo/co-
op/townhouse)
704
D16b.
PER
2.
3.
4.
5.
6.
Week
Biweekly
Month
Quarter
Year
-7.
0.
Other
Inap. (Lives on farm run as business,
lives in mobile home, house not condo/co-
op/townhouse)
R NEITHER OWNS NOR RENTS
705
D16c.
How is that?
1.
2.
Housing is part of job compensation; live-in
servant; housekeeper; gardener; farm laborer
Housing is a gift paid for by someone outside
HU;
3.
4.
5.
owned by relative outside HU; R pays only taxes
Sold home, has not moved yet
Living in house which will inherit; estate in
process
Living in temporary quarters (garage, shed)
while
home is under construction
Other
Inap. (Lives on farm run as business,
lives in mobile home, owns or rents house)
For the public-use dataset, Living in house which
-7.
0.
will
inherit (4) and Other (-7) are combined in -7.
706
MONTH
D16d.
In what month and year did you move into this home?-Code MONTH
0. Inap. (Lives on farm run as business,
lives in mobile home, owns or rents house)
707
YEAR
D16d.
In what month and year did you move into this home?-Code YEAR
0. Inap. (Lives on farm run as business,
lives in mobile home, owns or rents house)
For the public-use dataset, the year is rounded to the
nearest 5.
R PAYS RENT
708
D17.
How much rent do you pay a month for this (house/
apartment/farm/ranch)?
Code
-2.
-1.
0.
709
D17.
PER
2.
3.
4.
5.
6.
-7.
0.
710
D17a.
D17b.
D17c.
YES, ALL
YES, SOME
NO
Inap. (Lives on farm run as business and does
not rent farm, lives in mobile home, does not
rent house)
Do you rent it furnished or unfurnished?
1.
3.
5.
0.
712
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Lives on farm run as business and does
not rent farm, lives in mobile home, does not
rent house)
Does that include some or all utilities?
1.
3.
5.
0.
711
actual amount
Rental housing fully subsidized
Tenant farmer and rent not given in dollars
Inap. (Lives on farm run as business and does
not rent farm, lives in mobile home, does not
rent house)
FURNISHED
PARTIALLY FURNISHED
UNFURNISHED
Inap. (Lives on farm run as business and does
not rent farm, lives in mobile home, does not
rent house)
In what month and year did you move into this (house/
apartment/farm/ranch)?--MONTH
Code MONTH
0. Inap. (Lives on farm run as business and does
not rent farm, lives in mobile home, does not
rent house)
713
D17c.
In what month and year did you move into this (house/
apartment/farm/ranch)?--YEAR
Code YEAR
0. Inap. (Lives on farm run as business and does
not rent farm, lives in mobile home, does not
rent house)
For the public-use dataset, the year is rounded to the
nearest 5.
R LIVES IN MULTIPLE HU STRUCTURE
702
D16a.
INTERVIEWER CHECKPOINT: OBSERVATION
1.
2.
0.
714
D18.
Do you own the entire building or just your unit?
1.
2.
0.
715
How
D18a.
R LIVES IN MULTIPLE HU STRUCTURE
ALL OTHERS
Inap. (Lives on farm run as business,
lives in mobile home)
ENTIRE BUILDING
JUST R'S UNIT
Inap. (Lives on farm run as business, lives
in mobile home, does not own house, does not
live in a multiple HU structure)
The next few questions are about the entire property.
many housing units are in this building?
Code UNITS
95. 95 units or more
0. Inap. (Lives on farm run as business, lives
in mobile home, does not own house, does not
live in a multiple HU structure)
ALL HOMEOWNERS EXCEPT MOBILE HOMES/FARMS OWNED BY A BUSINESS
716
D19.
What is the present value of this (home and land/
apartment/property)? I mean, about what would it bring
if
it were sold today?
(IWER: PROPERTY REFERS TO WHATEVER PART R OWNS OF
THEIR
HOUSE AND LOT, APARTMENT, BUILDING, FARM, RANCH, MOBILE
HOME, AND SITE.)
Code actual amount
0. Inap. (Lives on farm run as business, lives
in mobile home, does not own house)
717
D20.
How much did it cost when it was purchased?
Code actual amount
0. Inap. (Lives on farm owned by a business, rents
farm, lives in mobile home, does not own house)
718
D20.
GIFT/INHERITANCE
1.
5.
0.
719
D21.
Checked
Not checked
Inap. (Lives on farm owned by a business, rents
farm, lives in mobile home, does not own house)
In what month and year was it purchased?--MONTH
Code MONTH
0. Inap. (Lives on farm owned by a business, rents
farm, lives in mobile home, does not own house)
720
D21.
In what month and year was it purchased?--YEAR
Code YEAR
0. Inap. (Lives on farm owned by a business, rents
farm, lives in mobile home, does not own house)
For the public-use dataset, the year is rounded to the
nearest 5.
721
and
D22.
What are the real estate taxes per year on this (home
land/apartment/property)?
Code actual amount
-1. NONE/No regular payment/No typical payment
0. Inap. (Lives on farm owned by a business, rents
farm, does not own house)
722
D22.
PER
2.
3.
4.
5.
6.
-7.
0.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Lives on farm owned by a business, rents
farm, lives in mobile home, does not own house)
---------------------------------------------------------------------------PRINCIPAL RESIDENCE MORTGAGES/LAND CONTRACTS
---------------------------------------------------------------------------723(1)
D23.
Is there a mortgage or land contract on this (home and
land/apartment/ property)? (IF R ASKS, DO NOT INCLUDE
HOME
EQUITY LOANS OR LINES OF CREDIT)
1.
2.
5.
0.
830(2)
this
D40.
YES, MORTGAGE
YES, LAND CONTRACT
NO
Inap. (Not homeowner)
Do you have a second mortgage or a land contract on
property?
(Please do not include any home equity
lines of
credit.)
1.
2.
5.
0.
931(3)
D40a.
YES, 2ND MORTGAGE
YES, LAND CONTRACT
NO
Inap. (Not homeowner, no first loan)
Do you have any other loans that use this property as
collateral? (Please do not include any home equity
lines
of credit.)
1.
5.
0.
724
D24.
Is the first or main mortgage a federally guaranteed
mortgage, such as FHA or VA?
1.
5.
0.
725
D24a.
YES
NO
Inap. (Not homeowner, no second loan)
YES
NO
Inap. (Not homeowner, no loan, 1st loan is
land contract)
Does this mortgage carry any type of private mortgage
insurance or PMI against default? (IF R ASKS: DO NOT
INCLUDE MORTGAGE LIFE INSURANCE.)
1.
5.
0.
726
some
D25.
YES
NO
Inap. (Not homeowner, no loan, 1st loan is
land contract, FHA/VA loan)
Is it an FHA mortgage, a VA mortgage, or is it from
other program?
1.
2.
3.
4.
5.
-7.
0.
727
728
D26.
FHA (Federal Housing Admin.)
VA
Federal Land Bank
"Fannie Mae" (Federal National Mortgage Assn)
"Freddie Mac" (Federal Home Loan Mortgage Corp)
OTHER
Inap. (Not homeowner, no loan 1st loan is
land contract, not FHA/VA loan)
Why did you choose this type of loan?
CREDIT TERMS/COST OF LOAN
1.
4.
Interest rate--low(er)/reasonable/best available
rates
Finance charges low(er) or none (other than
5.
6.
or NA if includes interest)
Amount of the down payment
Size of (monthly) payments; payment amount;
interest
longer
9.
contracts--more time to pay off loan
Easier to get credit--require less information/
collateral; less stringent rules for giving
credit;
get credit approval faster; no red tape
Credit terms/arrangements--NA what; "affordable
terms"
26.
Give the best (a better) deal--NA how
29.
Other credit terms or cost of loan
CHARACTERISTICS OF CREDIT INSTITUTION
31.
Good reputation--reputable, well known; honest;
stable; reliable; experienced; professional
41.
Availability of credit: "they would lend me the
money"; "I could qualify for a loan"; "only
25.
place I
could get a loan"; was eligible; qualified; a
veteran (VA loan)
49.
Other characteristics of credit institution
MISCELLANEOUS
80.
No choice; only source/lender/institution (not
41);
"only place in town"
81.
Familiarity; R has previous/good experience
dealing
with institution; has (other) accounts there,
been
83.
dealer/store/contractor/
84.
88.
90.
treated well/fairly in past; am a credit union
member
Recommended or arranged by
realtor
Recommended by others
Convenient/Easy--n.e.c.
Reason for lender choice related to item
purchased-- "assumed mortgage" (i.e., lender
choice
already made when R chose this house) (low
priority)
91.
-7.
0.
801(1)
901(2)
1001(3)
D27.
Like/Trust them--NA why
Other
Inap. (Not homeowner, no loan, 1st loan is
land contract, not FHA/VA loan)
About the (mortgage/land contract/second mortage/other
loan), in what month and year was it obtained or last
refinanced?--MONTH
Code MONTH
0. Inap. (Not homeowner, no loan, no further loans)
802(1)
902(2)
1002(3)
D27.
About the (mortgage/land contract/second mortage/other
loan), in what month and year was it obtained or last
refinanced?--YEAR
Code YEAR
0. Inap. (Not homeowner, no loan, no further loans)
For the public-use dataset, the year for the first
variable is bottom-coded at 1955.
803(1)
903(2)
D27a.
Was this (mortgage/land contract) assumed from the
previous owner?
1.
5.
0.
804(1)
904(2)
1004(3)
D28.
YES
NO
Inap. (Not homeowner, no loan, no further loans)
How much was borrowed or refinanced?
Code actual amount
0. Inap. (Not homeowner, no loan, no further loans)
805(1)
905(2)
1005(3)
D29.
How much is still owed on this loan?
Code actual amount
0. Inap. (Not homeowner, no loan, no further loans)
806(1)
loan
906(2)
1006(3)
D30.
How many years or payments were agreed upon when the
was taken out or refinanced?--# YEARS
Code # YEARS
-1. NO SET #
0. Inap. (Not homeowner, no loan, no further loans)
807(1)
loan
907(2)
1007(3)
D30.
How many years or payments were agreed upon when the
was taken out or refinanced?--# PAYMENTS
Code # PAYMENTS
0. Inap. (Not homeowner, no loan, no further loans)
9154(1)
9155(2)
9156(3)
R.
808(1)
908(2)
1008(3)
D31.
Term of loan in months
Code # MONTHS
0. Inap. (Not homeowner, no loan, no further loans)
How much are the payments and how often are they due?
Code actual amount
-1. NO REG. PAYMENTS
0. Inap. (Not homeowner, no loan, no further loans,
no set # payments)
809(1)
909(2)
1009(3)
D31.
PER
2.
3.
4.
5.
Week
Biweekly
Month
Quarter
6.
-7.
0.
810(1)
D32.
Do the payments include property taxes or insurance?
(Which?)
1.
2.
3.
4.
0.
811(1)
911(2)
1011(3)
D33.
D33a.
TAXES ONLY
INSURANCE ONLY
BOTH
NEITHER
Inap. (Not homeowner, no loan, no further loans,
no set # payments, no regular payments)
Will the regular payments repay the loan completely, or
will there be a balance payable, or "balloon" payment,
when the loan is due?
1.
2.
0.
812(1)
912(2)
1012(3)
Year
Other
Inap. (Not homeowner, no loan, no further loans,
no set # payments)
REPAY COMPLETELY
BALLOON
Inap. (Not homeowner, no loan, no further loans,
no set # payments, no regular payments)
What will the balance due or balloon payment be?
Code actual amount
0. Inap. (Not homeowner, no loan, no further loans,
no set # payments, no regular payments, no
balloon)
813(1)
913(2)
1013(3)
D34.
What is the typical payment and how often is it made?
Code actual amount
-1.
0.
814(1)
914(2)
1014(3)
D34.
NO TYPICAL PAYMENTS
Inap. (Not homeowner; no loan; no further loans;
set number of payments and regular payments)
PER
2.
Week
3.
4.
5.
6.
-7.
0.
815(1)
915(2)
1015(3)
D34a.
Biweekly
Month
Quarter
Year
Other
Inap. (Not homeowner; no loan; no further loans;
set number of payments and regular payments)
When do you expect this loan to be repaid?
Code YEAR
-1. NEVER; won't ever be repaid
0. Inap. (Not homeowner; no loan; no further loans;
set number of payments and regular payments)
816(1)
charged
916(2)
1016(3)
D35.
What is the current annual rate of interest being
on the loan?
Code % to 2 decimal places
(ex. 10 3/4 = 1075)
-1. Zero; no interest
0. Inap. (Not homeowner, no loan, no further loans)
817(1)
917(2)
CARD
1017(3)
of
D36.
Please look at Card A. Is the loan with any of the
institutions on Card A, or from someplace else? (IF
A: Which institution?)
(IF SOMEPLACE ELSE:
What type
institution is that?)
See FINANCIAL INSTITUTIONS master reference list
0.
Inap. (Not homeowner, no loan, no further loans)
9083(1)
9084(2)
9085(3)
R.
918(2)
this
1018(3)
D37.
Type of institution in X817
See FINANCIAL INSTITUTIONS master reference list
0.
Inap. (Not homeowner, no loan, no further loans)
Was the money from this loan used for the purchase of
home or for some other purpose? (What other purpose?)
Use LOAN PURPOSE Master Code, except:
0. Inap. (Not homeowner, no loan, no further loans)
819(1)
chose
D38.
(RB,
P. 1) What is the most important reason you
this lender? (Was it because they were recommended to
you, had low interest rates, because of the location
of
their offices, because you had done other business
with
them, because it was easier to qualify for the loan,
or
for some other reason?)
1.
2.
3.
4.
5.
6.
7.
8.
9.
11.
RECOMMENDED
LOW INTEREST
LOCATION
OTHER BUSINESS
EASY TO QUALIFY; only place that would give us a
loan
Many services at one location
Low fees/service charges
Safety
Other convenience mentions: payroll deduction
feature; "convenience"--NFS
Personal relationship; they know me; know/like
them
21.
22.
contractor/developer/
23.
-7.
0.
820(1)
920(2)
rate
1020(3)
D39.
prev. owner/builder and this was their financial
institution
No choice--mortgage sold/transferred
OTHER including combinations
Inap. (Not homeowner, no loan)
(Not using the booklet) Is this an adjustable rate
(mortgage/loan); that is, does it have an interest
that can rise or fall from time time?
1.
5.
0.
821(1)
other
No choice--assumed existing debt and lender from
previous owner
No choice--financed through
D39a.
YES
NO
Inap. (Not homeowner, no loan)
Does the change in your interest rate depend on some
interest rate?
1.
5.
YES
NO
0.
Inap. (Not homeowner, no loan, not adjustable
rate)
822(1)
D39b.
On what other rate does it depend?
1.
2.
3.
4.
5.
6.
11.
12.
-7.
0.
Consumer Price Index; "CPI"; "cost of living"
GNP (Gross National Produce) Deflater
Prime (interest) Rate
Treasury Bill Rate; "T-Bill rate"
"Current rate" or "going rate"--NFS
District/regional rate
FHLBB (Fed. Home Loan Bank Board)
FSLIC (Fed. Savings and Loan Ins. Corp.)
Other
Inap. (Not homeowner, no loan, not adjustable
rate,
rate doe not depend on another rate)
823(1)
D39c.
How often can your interest rate change?
Code number of times
7.
0.
Seven times or more
Inap. (Not homeowner, no loan, not adjustable
rate)
824(1)
D39c.
PER
1.
2.
3.
4.
5.
6.
-7.
8.
0.
Once per 2
Once per 3
Once per 5
Month
Quarter
Year
Other
No regular
Inap. (Not
years
years
years
interval
homeowner, no loan, not adjustable
rate)
825(1)
D39d.
When the interest rate changes, will the size of your
monthly payments change at the same time?
1.
5.
0.
rate)
YES
NO
Inap. (Not homeowner, no loan, not adjustable
826(1)
D39e.
What is the most the rate can rise at any one time?
(POINTS = PERCENTAGE POINTS)
Code
(ex.
-2.
0.
% to 2 decimal places
10 3/4 = 1075)
NO LIMIT
Inap. (Not homeowner, no loan, not adjustable
rate)
827(1)
the
D39f.
What is the highest the rate can go over the life of
loan?
Code % to 2 decimal places
-2. NO LIMIT
0. Inap. (Not homeowner, no loan, not adjustable
rate)
828(1)
first
D39g.
What was the interest rate on this mortgage when you
got it?
Code % to 2 decimal places
0. Inap. (Not homeowner, no loan, not adjustable
rate)
829(1)
D39m.
Is this a convertible mortgage; that is do you have an
option to convert it to a mortgage with a fixed
interest
rate?
1.
5.
0.
YES
NO
Inap. (Not homeowner, no loan, not adjustable
rate)
FOR OTHER LOANS ASSOCIATED WITH HOME PURCHASE, SEE "CONSUMER LOANS"
---------------------------------------------------------------------------LINES OF CREDIT
---------------------------------------------------------------------------1101
home
D52.
Do you (or anyone in your family living here) have a
equity line of credit, or any other lines of credit,
not
counting credit cards or business lines of credit?
Please
include such lines of credit even if you are not
currently
drawing against them.
(IF R ASKS: A LINE OF CREDIT IS A FORMAL AGREEMENT
WITH A
LENDER THAT ALLOWS R TO BORROW UP TO AN AGREED UPON
LIMIT
AND PAY IT OFF AS R DESIRES.
A HOME EQUITY LINE OF
CREDIT
IS A LINE OF CREDIT SECURED BY THE EQUITY IN R'S
HOME.)
D68.
(ASKED OF HOMEOWNERS)
Do you (or anyone in your family living here) have any
lines of credit, not counting credit cards or business
lines of credit?
Please include such lines of credit
even if you are not currently drawing against them.
(IF R ASKS: A LINE OF CREDIT IS A FORMAL AGREEMENT
WITH A
LENDER THAT ALLOWS R TO BORROW UP TO A SPECIFIED LIMIT
AND
PAY IT OFF AS R DESIRES.) (ASKED OF NON-HOMEOWNERS)
1.
5.
1102
living
D53.
YES
NO
How many lines of credit do you (and your family
here) have? (ASKED OF HOMEOWNERS; INFERRED FOR NONHOMEOWNERS)
Code # LINES OF CREDIT
0. Inap. (No lines of credit)
1302
borrow on
D68a.
Altogether, what is the maximum amount you could
these lines of credit? (ASKED FOR NON-HOMEOWNERS;
INFERRED FOR HOMEOWNERS)
Code actual amount
0. Inap. (No lines of credit)
1303
lines
D68b.
Are you currently borrowing any money against such
of credit? (ASKED OF NON-HOMEOWNERS; INFERRED FOR
HOMEOWNERS)
1.
5.
0.
YES
NO
Inap. (No lines of credit)
1308
borrowing
D68d.
How many such lines of credit are you currently
against? ASKED OF NON-HOMEOWNERS; INFERRED FOR
HOMEOWNERS)
Code # LINES OF CREDIT (LOC)
0. Inap. (No lines of credit, not borrowing)
1103 (#1)
the
1114 (#2)
1125 (#3)
D53a.
Is (this/the largest/next) line of credit secured by
equity in your home?
1.
5.
0.
YES
NO
Inap. (No lines of credit, no further lines of
credit)
1104
line
1115
1126
D53b.
What is the maximum amount you could borrow on this
of credit?
Code actual amount
0. Inap. (No lines of credit, no further lines of
credit)
1105
D53c.
line of
1116
HOMEOWNERS)
1127
Are you currently borrowing any money against this
credit? (AKSED FOR HOMEOWNERS; INFERRED FOR NON1.
5.
0.
YES
NO
Inap. (No lines of credit, no further lines of
credit)
1106 (#1a) D53d.
use?)
1107 (#1b)
1117 (#2a) D70.
1118 (#2b)
HOMEOWNERS)
1128 (#3a)
1129 (#3b)
What was the money used for?
(What was its major
(ASKED FOR HOMEOWNERS)
What was the (largest/next) line of credit used for?
(What was its major purpose?) (ASKED FOR NON-
Use LOAN PURPOSE Master Code, except:
0. Inap. (No lines of credit, not borrowing, no
further lines of credit)
1108
1119
1130
D53e./D71.
1109
made?
1120
1131
D53f./D72.
1110
1121
1132
1111
1122
1133
How much is currently owed?
Code actual amount
0. Inap. (No lines of credit, not borrowing, no
further lines of credit)
What is the typical payment and how often is it
Code actual amount
-1. NO TYPICAL PAYMENTS
0. Inap. (No lines of credit, not borrowing, no
further lines of credit)
D53f./D72.
PER
2.
3.
4.
5.
6.
-7.
0.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (No lines of credit, not borrowing, no
further lines of credit)
D53g./D73. What is the current annual rate of interest being
charged on this loan?
Code %
0. Inap. (No lines of credit, not borrowing, no
further lines of credit)
1112
with
1123
else?
1134
????
D53h./D74.
(Please look at Card A.) Is this line of credit
any of the institutions on Card A, or from someplace
D68c.
(IF CARD A: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is that?
(ASKED OF RESPONDENTS WHO WERE HOMEHOWNERS WHO WERE
BORROWING ON LINE OF CREDIT)
(Please look at Card A.) Are these lines of credit
with
any of the institutions on Card A, or from someplace
else?
(CHECK ALL THAT APPLY.)
(IF CARD A: Which institutions?)
(IF SOMEPLACE ELSE: What types of institutions are
they?
(ASKED OF NON-HOMEOWNERS WHO WERE NOT BORROWING ON
ANY LINES OF CREDIT)
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No lines of credit, not borrowing, no
further lines of credit)
9087
R:
Type of institution
9088
9089
8096 (4th possibility at D68c)
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No lines of credit, not borrowing, no
further lines of credit)
1136
D53m./D76. What is the total amount that you (and your family
living here) currently owe on all other remaining
lines of
credit?
Code actual amount
-1. Nothing; zero
0. Inap. (No lines of credit, no further lines of
credit)
---------------------------------------------------------------------------ADDITIONS AND IMPROVEMENTS TO PRINCIPAL RESIDENCE
---------------------------------------------------------------------------1201
major
D54.
Have you (and your family living here) ever made any
additions or done extensive remodeling to this
property?
1.
5.
0.
1202
D54a.
YES
NO
Inap. (Not homeowner)
Roughly what was the total cost of all such major
additions or remodeling?
Code actual amount
0. Inap. (Not homeowner, no home improvements)
FOR LOANS ASSOCIATED WITH HOME IMPROVEMENTS, SEE "CONSUMER LOANS"
----------------------------------------------------------------------------
RENT OUT PART OF PRINCIPAL RESIDENCE
---------------------------------------------------------------------------1223
portion
D67.
Do you or anyone in your family here) rent out any
of this (house or lot/apartment/mobile home/building)
to
others? (ASKED OF RS WHO DO NOT LIVE ON FARM/RANCH)
1.
5.
0.
1224
D67a.
YES
NO
Inap. (Not homeowner, lives on farm or ranch)
How much rent do you collect each month?
Code actual amount
-7. Other
0. Inap. (Not homeowner, lives on farm or ranch,
no rent)
1225
D67a.
PER
2.
3.
4.
5.
6.
-7.
0.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Not homeowner, lives on farm or ranch,
no rent)
---------------------------------------------------------------------------LAND CONTRACTS AND NOTES FOR REAL ESTATE SALES
---------------------------------------------------------------------------1401
sold
E1.
Have you (or anyone in your family living here) ever
real estate for which you loaned money to the buyer?
Please include accepting a note, land contract or
mortgage
from the buyer.
(IF YES, SAY: We do not want to
include
any property owned by a business which you own or have
an
interest in.)
1.
5.
YES
NO
1402
any of
E2.
Does the buyer still owe (you/your family) money on
these notes, land contracts, or mortgages?
1.
5.
0.
1403
E2a.
YES
NO
Inap. (Never sold real estate)
Altogether, on how many such loans (are you/is your
family) owed money?
Code # NOTES/LAND CONTRACTS/MORTGAGES
95.
0.
95 or more
Inap. (Never sold real estate, no money still
owed)
For the public-use dataset, the number of such loans
is top-coded at 20.
LOAN/LAND CONTRACT
1404
1504
1604
E3.
(About the [largest/next] loan ...)
contract, a mortgage, or a note?
1.
2.
3.
0.
1405
1505
1605
E4.
Is it a land
LAND CONTRACT
MORTGAGE
NOTE
Inap. (Never sold real estate, no money still
owed, no other loan)
How much are you (and your family) owed on this note?
Code actual amount
0. Inap. (Never sold real estate, no money still
owed, no other loan, type of loan is mortgage)
1406
contract)
1506
1606
E5.
In what month and year was this (mortgage/land
taken out?--MONTH
Code MONTH
0.
1407
contract)
1507
1607
E5.
Inap. (Never sold real estate, no money still
owed, no other loan, type of loan is note)
In what month and year was this (mortgage/land
taken out?--YEAR
Code YEAR
0. Inap. (Never sold real estate, no money still
owed, no other loan, type of loan is note)
1408
1508
1608
E6.
How much did (you/your family) lend the borrower?
Code actual amount
0. Inap. (Never sold real estate, no money still
owed, no other loan, type of loan is note)
1409
contract)?
1509
1609
E7.
How much is still owed on this (mortgage/land
Code actual amount
0. Inap. (Never sold real estate, no money still
owed, no other loan, type of loan is note)
1410
how
1510
1610
E8.
How much are the (mortgage/land contract) payments and
often are they due?
Code actual amount
-1.
0.
1411
1511
1611
E8.
NO REGULAR PAYMENTS
Inap. (Never sold real estate, no money still
owed, no other loan, type of loan is note)
PER
2.
3.
4.
5.
6.
-7.
Week
Biweekly
Month
Quarter
Year
Other
9.
0.
1412
1512
1612
E9.
NA
Inap. (Never sold real estate, no money still
owed, no other loan, type of loan is note, no
regular payments)
How many years or payments were agreed upon when the
(mortgage/land contract) was taken out?--# YRS
Code # YRS
-1. NO SET NUMBER
0. Inap. (Never sold real estate, no money still
owed, no other loan, type of loan is note, no
regular payments)
1413
1513
1613
E9.
How many years or payments were agreed upon when the
(mortgage/land contract) was taken out?--# PAYMENTS
Code # PAYMENTS
0. Inap. (Never sold real estate, no money still
owed, no other loan, type of loan is note, no
regular payments)
1414
1514
payable or
1614
E10.
Will the regular payments pay off the (mortgage/land
contract) completely or will there be a balance
"balloon" when the (mortgage/land contact) is due?
1.
5.
0.
1415
1515
1615
E10a.
REPAY COMPLETELY
BALLOON
Inap. (Never sold real estate, no money still
owed, no other loan, type of loan is note, no
regular payments)
What will the balance payable or balloon payment be?
Code actual amount
0. Inap. (Never sold real estate, no money still
owed, no other loan, type of loan is note, no
regular payments, no balloon)
1416
on
1516
1616
E11.
Do you (or your family living here) still owe any money
loans for this property?
1.
YES
5.
0.
1417
1517
1617
E11a.
NO
Inap. (Never sold real estate, no money still
owed, no other loan)
How much do you still owe?
Code actual amount
0. Inap. (Never sold real estate, no money still
owed, no other loan, nothing still owed)
1619
on
E13.
About how much in total is owed to (you/your family)
the remaining notes, land contracts or mortgages?
Code actual amount
0. Inap. (Never sold real estate, no money still
owed, no other loan)
1620
loans
E13a.
Do you (or your family here) still owe any money on
for these other properties?
1.
5.
0.
1621
owe?
E13b.
YES
NO
Inap. (Never sold real estate, no money still
owed, no other loan)
Altogether how much (do you/does your family) still
Code actual amount
0. Inap. (Never sold real estate, no money still
owed, no other loan, nothing still owed)
---------------------------------------------------------------------------OTHER REAL ESTATE
---------------------------------------------------------------------------1700
(IF
E14.
Do you (or anyone in your family living here) own any
(other) real estate such as a lot, vacation home,
apartment building, commercial property, including
properties owned in partnership with other people?
YES SAY:
We do not want to include any property owned
by
a business that you have an interest in, or any
limited
partnerships.)
1.
5.
1701
living
E15.
YES
NO
How many such properties do you (and your family
here) own or have an interest in?
Code # PROPERTIES
0. Inap. (No property)
For the public-use dataset, the number of such
properties
is top-coded at 20.
1702
1802
1902
E16.
EDITOR PRECODE--BUSINESS/JOB CONNECTION
1.
2.
3.
4.
This property associated with Bus #1 at M5a
"
"
"
"
Bus #2 "
"
"
"
"
"
Bus #3 "
"
This property is associated with business listed
at
M5a, BUT it is a) a business beyond #3 (at M19ac)
or (b) associated with more than one M5a
business or
5.
(c) NA which business
Property not associated with a business at M5a-
6.
or a property at E2
This property is associated with R's main job
7.
or R14)
This property is associated with S/P's main job
0.
S2 or S14)
Inap. (No property, no additional property)
M19c
(at R2
(at
1703
1803
1903
E16.
(About the [largest/next] property..)
property is this?
LOTS/LAND
What type of
10.
11.
12.
Farm/ranch--any mention
Land only: lot, tract, acreage; building lots;
"farmland"
Land and (seasonal) residence (exc. 14); "house
+
50 acres"
13.
Land and some other type of structure
14. Land and trailer/mobile home
SEASONAL RESIDENCE
21.
Seasonal/vacation house (winter/summer home;
cottage; hunting cabin)
22.
Trailer/Mobile home
25.
Time-share ownership--any
OTHER REAL ESTATE
40.
One single family house
41.
Multiple single family houses
42.
Duplex; 2 unit residential
43.
Triplex; 3 unit residential
44.
Fourplex; 4 unit residential
45.
5 or more unit residential
46.
"Apartment house"-NA # units; "rental" units or
property--NFS
47.
Other business/commercial property (exc. 41-46)
48.
Business/commercial and residential combination
49.
Condominium (include NA if own use or if one
unit or
-7.
0.
1704
1804
1904
E17.
Is this property owned by you (and your family living
here), is it owned jointly with others, owned by a
partnership, or what?
1.
2.
3.
4.
5.
-7.
0.
1705
family
1805
1905
E17a.
a building)
Other, including combinations
Inap. (No property, no additional property)
OWNED BY R
OWNED JOINTLY
PARTNERSHIP
REAL ESTATE INVEST TRUST
Limited partnership
OTHER including combinations
Inap. (No property, no additional property)
What percentage of the property do you (and your
living here) own?
(SET TO 10000 WHEN E17=1)
Code PERCENT to 2 decimal places
10000. ALL
0. Inap. (No property, no additional property)
1706
1806
TOTAL
1906
E18.
How much in total is this property worth; I mean what
would it bring if it were sold today? (WE WANT THE
VALUE NOT JUST R'S SHARE. FOR E18-E29, NOTE IF R ONLY
KNOWS THEIR SHARE.)
Code actual amount
0. Inap. (No property, no additional property)
1707
(When
1807
1907
E19.
In what month and year was the property acquired?
did R acquire it?)--MONTH
Code MONTH
0. Inap. (No property, no additional property)
1708
(When
1808
1908
E19.
In what month and year was the property acquired?
did R acquire it?)--YEAR
Code YEAR
0. Inap. (No property, no additional property)
For the public-use dataset, the year is rounded to the
nearest 5.
1709
1809
1909
E20.
What was the total purchase price?
Code actual amount
0. Inap. (No property, no additional property)
1710
1810
1910
E20.
GIFT/INHERITANCE
1.
5.
0.
1711
1811
1911
E21.
Checked
Not checked
Inap. (No property, no additional property)
Are there any outstanding loans or mortgages on this
property?
1.
5.
0.
YES
NO
Inap. (No property, no additional property)
1712
1812
1912
E22.
In what month and year was the loan obtained or last
refinanced?--MONTH
Code MONTH
0. Inap. (No property, no additional property, no
loan)
1713
1813
1913
E22.
In what month and year was the loan obtained or last
refinanced?--YEAR
Code YEAR
0. Inap. (No property, no additional property, no
loan)
1714
1814
1914
E23.
How much was borrowed or refinanced?
Code actual amount
0. Inap. (No property, no additional property, no
loan)
1715
1815
1915
E24.
How much is still owed?
Code actual amount
0. Inap. (No property, no additional property, no
loan)
1716
when
1816
1916
E25.
How many years or number of payments were agreed upon
the loan was taken out?--# YEARS
Code # YEARS
-1. NO SET NUMBER
0. Inap. (No property, no additional property, no
loan)
1717
when
1817
1917
E25.
How many years or number of payments were agreed upon
the loan was taken out?--# PAYMENTS
Code # PAYMENTS
-1. NO SET NUMBER
0. Inap. (No property, no additional property, no
loan)
9157 (1)
R:
Term of loan in months
9158 (2)
9159 (3)
Code amount
-1. NO SET NUMBER
0. Inap. (No property, no additional property, no
loan)
1718
1818
1918
E26.
How much are the payments and how often are they due?
Code actual amount
-1. NO REGULAR PAYMENTS
0. Inap. (No property, no additional property,
no loan, no set # or payments)
1719
1819
1919
E26.
PER
2.
3.
4.
5.
6.
-7.
0.
1720
1820
1920
E27.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (No property, no additional property,
no loan, no set # or payments)
Do the payments include property taxes or insurance?
(Which?)
1.
2.
3.
4.
0.
TAXES
INSURANCE
BOTH
NEITHER
Inap. (No property, no additional property,
no loan, no set # or payments, no regular
payments)
1721
1821
when
1921
E28.
Will the regular payments repay the loan completely or
will there be a balance payable, or "balloon" payment
the loan is due?
1.
5.
0.
payments)
REPAY COMPLETELY
BALLOON
Inap. (No property, no additional property,
no loan, no set # or payments, no regular
1722
1822
1922
E28a.
What will the balance due or balloon payment be?
Code actual amount
0. Inap. (No property, no additional property,
no loan, no set # or payments, no regular
payments, no balloon)
1723
1823
1923
E29.
What is the typical payment and how often is it made?
Code actual amount
-1.
0.
1724
1824
1924
E29.
PER
2.
3.
4.
5.
6.
-7.
0.
1725
1825
1925
E30.
NO TYPICAL PAYMENTS
Inap. (No property; no additional property;
no loan; number of payments not "NO SET #"
and payments not "NO REGULAR PAYMENTS")
Week
Biweekly
Month
Quarter
Year
Other
Inap. (No property; no additional property;
no loan; number of payments not "NO SET #"
and payments not "NO REGULAR PAYMENTS")
When do you expect this loan to be repaid?
Code YEAR
-1.
0.
1726
on
1826
1926
E31.
NEVER; won't ever be repaid
Inap. (No property; no additional property;
no loan; number of payments not "NO SET #"
and payments not "NO REGULAR PAYMENTS")
What is the current annual interest rate being charged
the loan?
Code % to 2 decimal places
-1. Zero; no interest
0. Inap. (No property, no additional properties,
no loan)
1727
it
1827
to
1927
E32.
Does this loan have an adjustable rate; that is does
have an interest rate that can rise and fall from time
time?
1.
5.
0.
1728
1828
1928
E33.
YES
NO
Inap. (No property, no additional properties,
no loan)
(Please look at Card A.) Is this loan with any of the
institutions on Card A, or from someplace else?
(IF CARD A: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is
that?)
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No property, no additional properties,
no loan)
9099 (1)
9100 (2)
9101 (3)
1729
from
1829
1929
R:
Type of institution
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No property, no additional properties,
no loan)
E34.
Did (you/your family living here) receive any income
this property in 1988?
1.
5.
0.
1730
1830
1930
E34a.
YES
NO
Inap. (No property, no additional properties)
How much gross income did (you/your family) receive?
Code actual amount
0.
2001
family
E36.
Inap. (No property, no additional properties,
no income)
About the remaining properties that you (and your
living here) own,
are any of these vacation homes or
land
you use for recreational purposes?
1.
5.
0.
2002
E36a.
YES
NO
Inap. (3 or fewer properties)
How much in total is your (family's) share of these
vacation homes or recreational property worth?
Code actual amount
0. Inap. (3 or fewer properties, no recreational
properties)
2003
E36b.
What was your (family's) total purchase price for these
properties?
Code actual amount
0. Inap. (3 or fewer properties, no recreational
properties)
2004
E36b.
GIFT/INHERITANCE
1.
5.
9.
0.
2005
these
E36c.
Checked
Not checked
NA
Inap. (3 or fewer properties, no recreational
properties)
Are there any mortgages or loans outstanding against
vacation homes or recreational land?
1.
5.
0.
2006
E36d.
YES
NO
Inap. (3 or fewer properties, no recreational
properties)
Altogether, about how much is owed on your (family's)
share of these mortgages or loans?
Code actual amount
0. Inap. (3 or fewer properties, no recreational
properties, no mortgage)
2007
and
E36e.
How much are the payments on these loans or mortgages
how often are they due?
Code actual amount
-1. NO REGULAR PAYMENT
0. Inap. (3 or fewer properties, no recreational
properties, no mortgage)
2008
E36e.
PER
2.
3.
4.
5.
6.
-7.
0.
2009
income in
E36f.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (3 or fewer properties, no recreational
properties, no mortgage)
Did you (or your family living here) receive any
1988 from renting out these vacation homes or
recreational
land?
1.
5.
0.
2010
E36g.
YES
NO
Inap. (3 or fewer properties, no recreational
properties)
Altogether, how much gross income did (you/your family)
receive?
Code actual amount
0. Inap. (3 or fewer properties, no recreational
properties, no rent)
2011
have
E36h.
Are there any remaining properties you own that you
not told me details about?
(ASKED DIRECTLY WHERE >=4 PROPERTIES AND E36=YES,
INFERRED OTHERWISE FOR ALL HAVING >=4 PROPERTIES)
1.
5.
0.
2012
much
E37.
YES
NO
Inap. (3 or fewer properties)
For the remaining properties that you own, about how
in total is your (family's) share worth?
could you sell them for?
I mean, what
Code actual amount
-1. Nothing, almost nothing
0. Inap. (3 or fewer properties, no remaining
properties)
2013
price
E37a.
About how much was your (family's) total purchase
for these properties?
Code actual amount
-1. Nothing; zero
0. Inap. (3 or fewer properties, no remaining
properties)
2014
E37a.
GIFT/INHERITANCE
1.
5.
0.
2015
E37b.
Are there mortgages or loans outstanding against these
properties?
1.
5.
0.
2016
E37c.
Checked
Not checked
Inap. (3 or fewer properties, no remaining
properties)
YES
NO
Inap. (3 or fewer properties, no remaining
properties)
Altogether, about how much is owed on your (family's)
share of these mortgages or loans?
Code actual amount
0. Inap. (3 or fewer properties, no remaining
properties, no mortgage)
2017
and
E37d.
How much are the payments on these loans or mortgages
how often are they due?
Code actual amount
-1. NO REGULAR PAYMENT
0. Inap. (3 or fewer properties, no remaining
properties, no mortgage)
2018
E37d.
PER
2.
3.
4.
5.
6.
-7.
0.
2019
income in
E37e.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (3 or fewer properties, no remaining
properties, no mortgage)
Did you (or your family living here) receive any
1988 from renting out any of these other properties?
1.
5.
0.
2020
family)
E37f.
YES
NO
Inap. (3 or fewer properties, no remaining
properties)
Altogether, how much gross income did (you/your
receive in 1988?
Code actual amount
0. Inap. (3 or fewer properties, no remaining
properties, no rent)
---------------------------------------------------------------------------VEHICLES
---------------------------------------------------------------------------2101
currently
G1.
Are you (or anyone in your family living here)
leasing any cars or other vehicles?
(IF YES, SAY:
not
include any vehicle that is leased by a business.)
1.
5.
2102
(and
G2.
YES
NO
Altogether, how many cars or other vehicles do you
your family living here) lease?--VEHICLE #1
Code # LEASED VEHICLES
0. Inap. (No leased vehicle)
Do
2103
2110
G3.
What make and model is the (newest/next) vehicle?
Enter MAKE/MODEL as given by R up to 25 characters
0. Inap. (No leased vehicles)
2104
2111
G4.
What model year is it?
Code YEAR
0. Inap. (No leased vehicles)
8163 (1)
8164 (2)
R:
Value of vehicle
2105
2112
G5.
How much are your monthly lease payments?
Code $ amount
-1. NONE
0. Inap. (No leased vehicles)
2106
2113
G5.
PER
2.
3.
4.
5.
6.
-7.
0.
2107
2114
G5a.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (No leased vehicles)
How many years or months was the original lease?
(YRS)
Code YRS
0. Inap. (No leased vehicles)
2108
2115
G5a.
How many years or months was the original lease?
(MOS)
Code MOS
0. Inap. (No leased vehicles)
2117
G6a.
Altogether, about how much per month are the lease
payments on your other leased vehicle(s)?
Code actual amount
0. Inap. (No leased vehicles)
2118
G6a.
PER
2.
3.
4.
5.
6.
-7.
0.
2201
or
G7.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (No leased vehicles)
Do you (or anyone in your family here) own
any cars,
any kind of truck, van, or jeep-type vehicle?
include vehicles owned by a business.
1.
5.
2202
you
G7a.
Do not
YES
NO
Altogether, how many such cars or other vehicles do
(and your family living here) own?
Code # OWNED VEHICLES
0. Inap. (No owned vehicle)
2203
car,
2303
2403
G8.
What type of vehicle is (it/the newest/the next)--(a
van, jeep, pickup, or what?)
1.
2.
3.
4.
5.
6.
-7.
0.
2204
MODEL)
2304
2404
G9.
CAR
VAN
JEEP
PICKUP
Antique/classic/collector vehicle
Truck (except pickup)
OTHER
Inap. (No owned vehicle)
What make and model is it? (2-WORD ANSWER: MAKE AND
Enter MAKE/MODEL as given by R up to 25 characters
0. Inap. (No owned vehicles)
2205
2305
2405
G10.
What model year is it?
Code YEAR
0. Inap. (No owned vehicles)
For the public-use dataset, the year is rounded to the
nearest 5.
8166 (1)
8167 (2)
8168 (3)
R:
2422
you
G23a.
Value of vehicle
Code amount
0. Inap. (No owned vehicles)
How much (is/are all) the other such vehicle(s) that
(and others in your family living here) own worth in
today's prices?
Code actual amount
0. Inap. (No owned vehicles)
FOR LOANS ASSOCIATED WITH VEHICLES, SEE "CONSUMER LOANS"
2501
G24.
Do you (or anyone in your family living here) have any
(other) vehicles that are owned by a business but
which
you also use regularly for personal purposes?
1.
5.
2502
family
G24a.
YES
NO
How many such vehicles do you (or someone in your
living here) regularly use?
Code # BUSINESS VEHICLES
0. Inap. (No business vehicles)
For the public-use dataset, the number of such
vehicles
is top-coded at 10.
2503
G25.
Do you (or anyone in your family here) own any other
vehicles such as a motorhome, RV, boat, or airplane?
1.
5.
YES
NO
2504
(and
G25a.
Altogether, how many of these other vehicles do you
your family living here) own?
Code # VEHICLES
0. Inap. (No other vehicle)
2505
it a
2605
G26.
What type of vehicle is (it/the newest/the next)--(Is
motorhome, RV, airplane, boat, or what?)
1.
2.
MOTORHOME (one piece that you drive)
RV (hauled by a car or truck); "trailer"--NA
type;
"travel trailer"
3. AIRPLANE
4. BOAT
11. Motorcycle; motor scooter
12. Snowmobile
13. Golf cart
-7. OTHER
0. Inap. (No other vehicle)
For the public-use dataset, Motorhomes (1) and RVs
(2) are combined in 1; Boats (3) and Airplanes
(4) are combined in 3; and Snowmobiles (12) and
Golf carts (13) are combined in 12.
2506
2606
G27.
About how much is this (TYPE OF VEHICLE) worth?
Code actual amount
0. Inap. (No other vehicle)
2623
you
G39a.
How much (is/are all) the other such vehicle(s) that
(and others in your family living here) own worth?
Code actual amount
0. Inap. (No other vehicle)
FOR LOANS ASSOCIATED WITH VEHICLES, SEE "CONSUMER LOANS"
---------------------------------------------------------------------------CONSUMER LOANS
----------------------------------------------------------------------------
THIS SECTION CONTAINS LOANS ORIGINALLY ASKED IN SECTION D (OTHER LOANS
FOR THE PURCHASE OF THE PRINCIPAL RESIDENCE -- LOANS 7 BELOW, HOME
IMPROVEMENT LOANS -- LOANS 8 AND 9 BELOW), SECTION G (OWN VEHICLES -LOANS 10 THROUGH 13 BELOW, OTHER VEHCICLES -- LOANS 14 THROUGH 16
BELOW), AND SECTION H (ALL CONSUMER LOANS -- LOANS 1 THROUGH 6 BELOW).
NOTE: THERE MAY BE SOME DEVIATIONS FROM THE STRUCTURE OF INAPPLICABLE
ANSWERS NOTED BELOW. IN CASES WHERE THE RESPONDENT DID NOT KNOW
WHETHER THE TYPE OF LOAN WAS "REGULAR INSTALLMENT" OR DID NOT KNOW THE
TERM OF THE LOAN, RESPONDENTS WERE ASKED ABOUT THEIR TYPICAL PAYMENTS
AND WHEN THEY EXPECT THE LOAN TO BE REPAID. DATA WILL REMAIN IN THESE
VARIABLES WHEN THE LOAN TYPE IS SUBSEQUENTLY IMPUTED TO BE "REGULAR
INSTALLMENT" OR IN ALL CASES WHERE THE TERM WAS MISSING. WHILE THIS
MAY CAUSE SOME CONFUSION, IT SEEMS THE BEST WAY OF PRESERVING THE
ORIGINAL RESPONSES TO THE QUESIONNAIRE.
H1.
Not counting credit cards or loans you have already
told
H1a.
H1b.
H1c.
H1d.
me about, do you (and your family living here) owe any
money on loans for:
..household appliances, furniture, or hobby or
recreational equipment?
..loans for educational expenses or medical bills?
..loans from friends or relatives?
..any other loans? (IF R ASKS: INCLUDE CHECKING
ACCOUNT
OVERDRAFTS. DO NOT INCLUDE LIFE INS. POLICY LOANS.)
1.
5.
H2a.
YES
NO
FOR EACH "YES", ASK: How many such loans do you have?
Code #
0. Inap.
2709
H2d
H3.
IWER CHECKPOINT:
ADD TOTAL NUMBER OF LOANS FROM H2a -
Code TOTAL #
-1. NONE
For the public-use dataset, the number of loans in
top-coded at 20.
2710(1a)
#1
2711(1b)
2727(2a)
2728(2b)
2810(3a)
H4.
What was (this/the largest/the next) loan for?--LOAN
2811(3b)
2827(4a)
2828(4b)
2910(5a)
2911(5b)
2927(6a)
2928(6b)
For the public-use dataset, different loan purpose cells are
collapsed for different variables. The SAS code that performs
this collapsing is given after the master list below.
LOAN PURPOSE MASTER CODE
HOME PURCHASE, ADDITION OR REPAIR OF CURRENT RESIDENCE
01. Own home purchase
03. Home improvement or addition (incl. assessments for
sewer/
04.
sidewalk, etc.)
Home repairs/maintenance/upkeep
CAR/HOUSEHOLD DURABLE GOODS
10. Car
11. Refrigerator
12. Stove/Range; microwave oven
13. Dishwasher
14. Freezer
15. Air conditioner
16. Washing machine (incl. washer/dryer combination)
17. Dryer
18. Furniture (excluding pianos and organs--see 34); lamps;
mattress and spring combinations; rug and/or carpet;
other
household furnishings
20.
23.
24.
25.
Vacuum cleaners
Home computer; calculator; computer terminal
Truck/jeep/utility vehicle
Combination of appliances (incl. TV); "appliances"--NA
26.
Combination of furniture + appliances
29.
Other appliances or durable goods; sewing machine;
typewriter
type
SMALL/INDOOR HOBBY OR ENTERTAINMENT GOODS
31. Stereo; phonograph (may include radio); include sound
equipment, amplifiers here; radio (AM or FM); tuner; CB
equipment; tape recorder, tape player (cassette or reelto34.
35.
reel); CD player
Piano; organ
Musical instruments (excluding pianos and organs)
36.
TV--color or black and white; "home entertainment
center"
(incl. combination TV, radio, phonograph); video
cassette
recorder/player (VCR); video camera (Cam-corder)
49.
Other small/indoor hobby or entertainment items (incl.
50.
tables and regular cameras)
Power tools and yard equipment
pool
OUTDOOR HOBBY AND RECREATION GOODS
61. Boat; boating equipment (including trailer)
63. Motorcycles; bicycle; moped; snowmobiles; off-road
vehicles
65.
67.
Camper-trailers; "RV"--NFS
Cottage; vacation property; mobile homes--seasonal
residence
(if current residence, code 01); "motorhome"; "second
home"
69.
Other outdoor recreation items; horse
SAVINGS AND INVESTMENTS
High
Priority
71.
72.
73.
Invest in Bus #1 (from Section M)
"
" Bus #2
"
"
"
"
" Bus #3
"
"
"
74.
Invest in own business, other than 71-73 or NA which or
75.
Business investment (own) (exc. 71-74), incl.
businesses now defunct
Other asset investment; bought stocks/bonds; IRA
deposit; gold; "investment" -- NFS
all
76.
78.
Investment real estate (incl. cemetery plots and
additions
and repairs to investment property); farmland (exc. 7174);
include businesses of self-employed R's who don't report
a
business in the M section
79.
Other investments
SPECIAL EXPENSES
81. Travel/vacation expenses
82. Medical/dental expenses; attorney's fees
83. Education/school expenses
84. Tax and insurance expenses (exc. vehicle, code 93)
85. Weddings/funerals
88. Moving expenses
89.
Other special expenses; encyclopedia; health membership
MISCELLANEOUS PERSONAL NEEDS
90. "Personal loan"--NA what for
91. Bill consolidation; "bills"
92. Personal items, incl. clothing, jewelry
93. Vehicle repair/upkeep (incl. insurance)
94. Gifts; goods or gifts of money; "Christmas"
95. Living/general expenses
96.
Loans made to others; "loaned friend/son money for a
-7.
0.
Other (incl. combinations)
Inap. (No loan)
house"
*************************************************************************
**
code to collapse loan purpose
*************************************************************************
**
ARRAY LOAP1 {*} X1106 X1107 X1117 X1118 X1128 X1129;
ARRAY LOAP2 {*} X2710 X2711 X2727 X2728 X2810 X2811
X2827 X2828 X2910 X2911 X2927 X2928;
ARRAY LOAP3 {*} X5316 X5324 X5332 X5416 X5424 X5432;
IF (X918=61 OR X918=67 OR X918=75 OR X918=76 OR X918=79 OR
X918=81 OR X918=88 OR X918=94 OR X918=95) THEN X918=-7;
IF (X1018=61 OR X1018=67 OR X1018=75 OR X1018=76 OR X1018=79 OR
X1018=81 OR X1018=88 OR X1018=94 OR X1018=95) THEN X1018=-7;
DO I=1 TO DIM(LOAP1);
IF (LOAP1{I}=16 OR LOAP1{I}=17 OR LOAP1{I}=23 OR LOAP1{I}=49 OR
LOAP1{I}=50 OR LOAP1{I}=61 OR LOAP1{I}=63 OR LOAP1{I}=82 OR
LOAP1{I}=85 OR LOAP1{I}=88 OR LOAP1{I}=92) THEN
LOAP1{I}=-7;
END;
DO I=1 TO DIM(LOAP2);
IF (LOAP2{I}=13 OR LOAP2{I}=20 OR LOAP2{I}=26 OR LOAP2{I}=34 OR
LOAP2{I}=35 OR LOAP2{I}=49 OR LOAP2{I}=61 OR LOAP2{I}=63 OR
LOAP2{I}=65 OR LOAP2{I}=67 OR LOAP2{I}=69 OR LOAP2{I}=96) THEN
LOAP2{I}=-7;
END;
DO I=1 TO DIM(LOAP3);
IF (LOAP3{I}=11) THEN LOAP3{I}=2;
END;
*************************************************************************
**
1032(7)
D41.
Do you (and your family living here) owe money on any
(other) loans used for the purchase of this property,
such
as loans from relatives or the seller? (Please do not
include any home equity lines of credit.) (OTHER
LOANS FOR PURCHASE OF PRINCIPAL RESIDENCE)
1203(8)
your
D54b.
Other than what I have already recorded, do you (or
family living here) owe any money on loans taken out
for
1218(9)
additions
2206(10)
money
2306(11)
2406(12)
2423(13)
money
D65.
these projects? (HOME IMPROVEMENT LOANS)
Do you owe money on more than one loan for home
G11.
or improvements?
(HOME IMPROVEMENT LOANS)
Not counting any loans I've already recorded, is any
G23b.
still owed on loans for this (MAKE/MODEL)?
(OWN VEHICLE GRID)
Not counting loans I have already recorded, is any
2507(14)
2607(15)
G28.
2624(16)
money
G39b.
still owed on loans for (this/these) vehicle(s)?
(LOANS ON OWN VEHICLES BEYOND THE 3RD VEHICLE)
Not counting any loans I have already recorded, is any
money still owed on loans for this (TYPE OF VEHICLE)?
(OTHER VEHICLE GRID)
Not counting loans I have already recorded, is any
still owed on loans for (this/these) vehicle(s)?
(LOANS ON OTHER VEHICLES BEYOND THE 2ND VEHICLE)
1.
5.
0.
YES
NO
Inap. (Not homeowner/no home improvements on
current own home/only 3 or fewer own vehicles/
only 2 or fewer other vehicles)
2712(1)
2729(2)
2812(3)
2829(4)
2912(5)
2929(6)
1033(7)
1204(8)
taken
H5.
In what month and year was this loan taken out?--MONTH
D42.
D55.
In what month and year was this loan taken out?--MONTH
In what month and year was the most recent such loan
2207(10)
2307(11)
2407(12)
2508(14)
2608(15)
G13.
out?--MONTH
In what month and year was the loan taken out?--MONTH
G29.
In what month and year was the loan taken out?--MONTH
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
Code MONTH (01-12)
0. Inap. (No loan)
2713(1)
2730(2)
2813(3)
2830(4)
2913(5)
2930(6)
1034(7)
1205(8)
taken
2208(10)
2308(11)
2408(12)
2509(14)
2609(15)
H5.
In what month and year was this loan taken out?--YEAR
D42.
D55.
In what month and year was this loan taken out?--YEAR
In what month and year was the most recent such loan
G13.
out?--YEAR
In what month and year was the loan taken out?--YEAR
G29.
In what month and year was the loan taken out?--YEAR
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
Code YEAR (1949-1990)
0. Inap. (No loan)
2714(1)
2731(2)
2814(3)
2831(4)
2914(5)
2931(6)
1035(7)
1206(8)
2209(10)
2309(11)
2409(12)
2510(14)
2610(15)
H6.
How much was borrowed or financed, not counting the
finance charges?
D43.
D56.
G14.
How much was borrowed, not including finance charges?
How much was borrowed, not including finance charges?
How much was borrowed or financed?
G30.
How much was borrowed or financed, not counting the
finance charges?
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
Code actual amount
0. Inap. (No loan)
2715(1)
fixed
2732(2)
2815(3)
2832(4)
2915(5)
2932(6)
1036(7)
fixed
H7.
Is this a regular installment loan where you pay a
dollar amount each month for a fixed number of months
until the loan is repaid, or some other kind?
D44.
Is this a regular installment loan where you pay a
dollar amount each month for a fixed number of months
until the loan is repaid, or some other kind?
1207(8)
fixed
2210(10)
fixed
2310(11)
2410(12)
2511(14)
fixed
2611(15)
D57.
Is this a regular installment loan where you pay a
G15.
dollar amount each month for a fixed number of months
until the loan is repaid, or some other kind?
Is this a regular installment loan where you pay a
G31.
dollar amount each month for a fixed number of months
until the loan is repaid, or some other kind?
Is this a regular installment loan where you pay a
dollar amount each month for a fixed number of months
until the loan is repaid, or some other kind?
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
1.
2.
0.
2716(1)
when
2733(2)
2816(3)
2833(4)
2916(5)
2933(6)
1037(7)
when
H8.
REGULAR INSTALLMENT
OTHER KIND
Inap. (No loan)
How many monthly payments or years were agreed upon
the loan was received?--# PAYMENTS
D45.
How many monthly payments or years were agreed upon
1208(8)
when
D58.
the loan was received?--# PAYMENTS
How many monthly payments or years were agreed upon
2211(10)
when
2311(11)
2411(12)
2512(14)
when
2612(15)
G16.
the loan was received?--# PAYMENTS
How many monthly payments or years were agreed upon
the loan was received?--# PAYMENTS
G32.
How many monthly payments or years were agreed upon
the loan was received?--# PAYMENTS
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
Code # PAYMENTS
-1. NO SET #
0. Inap. (No loan, type of loan "OTHER KIND")
2717(1)
when
2734(2)
2817(3)
2834(4)
2917(5)
H8.
How many monthly payments or years were agreed upon
the loan was received?--# YEARS
2934(6)
1038(7)
when
D45.
How many monthly payments or years were agreed upon
1209(8)
when
D58.
the loan was received?--# YEARS
How many monthly payments or years were agreed upon
2212(10)
when
2312(11)
2412(12)
2513(14)
when
2613(15)
G16.
the loan was received?--# YEARS
How many monthly payments or years were agreed upon
the loan was received?--# YEARS
G32.
How many monthly payments or years were agreed upon
the loan was received?--# YEARS
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
Code # YEARS
0. Inap. (No loan, type of loan "OTHER KIND")
2718(1)
H9.
2735(2)
2818(3)
2835(4)
2918(5)
2935(6)
1039(7)
D46.
1210(8)
D59.
1220(9)
D65b.
2213(10)
G17.
2313(11)
2413(12)
2425(13)
G23d.
(this/these)
2514(14)
G33.
2614(15)
2626(16)
G39d.
(this/these)
How much are the monthly payments?
How much are the monthly
How much are the monthly
Altogether, how much are
How much are the monthly
payments?
payments?
the monthly payments?
payments?
How much are the total monthly payments on
loans?
How much are the monthly payments?
How much are the total monthly payments on
loan(s)?
Code $ amount
-1. NO REGULAR PAYMENTS
0. Inap. (No loan, type of loan "OTHER KIND,"
"NO SET # OF PAYMENTS)
1221(9)
2426(13)
2627(16)
D65b.
G23d.
G39d.
PER
PER
PER
(NOTE: NOT ASKED FOR LOANS 1-8, 10-12, AND 14-15)
2.
3.
4.
5.
6.
-7.
0.
2719(1)
2736(2)
2819(3)
2836(4)
2919(5)
2936(6)
1040(7)
1211(8)
2214(10)
2314(11)
2414(12)
2515(14)
2615(15)
H10.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (No loan, type of loan "OTHER KIND,"
"NO SET # OF PAYMENTS)
What is the typical payment and how often is it made?
D47.
D60.
G18.
What is the typical payment, and how often is it made?
What is the typical payment, and how often is it made?
What is the typical payment and how often is it made?
G34.
What is the typical payment and how often is it made?
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
Code
-1.
-2.
0.
2720(1)
2737(2)
2820(3)
2837(4)
2920(5)
2937(6)
1041(7)
1212(8)
2215(10)
2315(11)
2415(12)
2516(14)
2616(15)
H10.
PER
D47.
D60.
G18.
PER
PER
PER
G34.
PER
$ amount
NO TYPICAL PAYMENT; no payment being made
Not currently making payments
Inap. (No loan; loan "REGULAR INSTALLMENT;"
number of payments not "NO SET #" and monthly
payments not "NO REGULAR PAYMENTS")
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
2.
3.
4.
5.
Week
Biweekly
Month
Quarter
6.
-7.
0.
Year
Other
Inap. (No loan; loan "REGULAR INSTALLMENT;"
number of payments not "NO SET #" and monthly
payments not "NO REGULAR PAYMENTS")
2721(1)
2738(2)
2821(3)
2838(4)
2921(5)
2938(6)
1042(7)
H11.
In what month and year do you expect this loan to be
repaid?--MONTH
D48.
1213(8)
D61.
2216(10)
2316(11)
2416(12)
2517(14)
2617(15)
G19.
In what month and year do you expect this loan to be
repaid?--MONTH
In what month and year do you expect this loan to be
repaid?--MONTH
In what month and year do you expect this loan to be
repaid?--MONTH
G35.
In what month and year do you expect this loan to be
repaid?--MONTH
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
Code MONTH
0. Inap. (No loan; loan "REGULAR INSTALLMENT;"
number of payments not "NO SET #" and monthly
payments not "NO REGULAR PAYMENTS")
2722(1)
2739(2)
2822(3)
2839(4)
2922(5)
2939(6)
1043(7)
H11.
D48.
1214(8)
D61.
2217(10)
2317(11)
2417(12)
2518(14)
2618(15)
G19.
G35.
In what month and year do you expect this loan to be
repaid?--YEAR
In what month and year do you expect this loan to be
repaid?--YEAR
In what month and year do you expect this loan to be
repaid?--YEAR
In what month and year do you expect this loan to be
repaid?--YEAR
In what month and year do you expect this loan to be
repaid?--YEAR
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
Code YEAR
-1. NEVER; won't ever be repaid
0. Inap. (No loan; loan "REGULAR INSTALLMENT;"
number of payments not "NO SET #" and monthly
payments not "NO REGULAR PAYMENTS")
2723(1)
2740(2)
2823(3)
2840(4)
2923(5)
2940(6)
1044(7)
1215(8)
1219(9)
H12.
How much is still owed on this loan?
D49.
D62.
D65a.
How much is still owed on this loan?
How much is still owed on this loan?
Altogether, how much is still owed on other loans for
additions or improvements?
How much is still owed on this loan?
2218(10)
G20.
2318(11)
2418(12)
2424(13)
G23c.
(this/these)
2519(14)
G36.
2619(15)
2625(16)
G39c.
(this/these)
Altogether, about how much is still owed on
loan(s)? (ACCEPT RANGE.)
How much is still owed on this loan?
Altogether, about how much is still owed on
loan(s)?
(ASKED DIRECTLY FOR CASES WITH "OTHER KIND" OF LOAN,
FOR CASES WITH NO SET # OF PAYMENTS, AND FOR CASES
WITH NO REGULAR MONTHLY PAYMENTS; COMPUTED FOR ALL
OTHER CASED USING TERMS OF LOAN)
Code actual amount
0. Inap. (No loan)
2724(1)
charged
2741(2)
2824(3)
2841(4)
2924(5)
2941(6)
1045(7)
charged
H13.
What is the current annual rate of interest being
D50.
What is the current annual rate of interest being
1216(8)
charged
D63.
on this loan?
What is the current annual rate of interest being
2219(10)
charged
2319(11)
2419(12)
2520(14)
charged
2620(15)
G21.
on this loan?
What is the current annual rate of interest being
on this loan?
on this loan?
G37.
What is the current annual rate of interest being
on this loan?
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
Code % to 2 decimal places
-1. Zero; no interest
0. Inap. (No loan)
2725(1)
2742(2)
2825(3)
2842(4)
2925(5)
2942(6)
1046(7)
1217(8)
that?)
2220(10)
2320(11)
2420(12)
2521(14)
2621(15)
H14.
D51.
D64.
G22.
G38.
(Please look at Card A.) Is this loan with any of the
institutions on Card A,or from someplace else?
(IF CARD A: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is that?)
Please look at Card A. Is the loan with any of the
institutions on Card A, or from someplace else?
(IF CARD A: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is that?)
(Please look at Card A.) Is the loan with any of the
institutions on Card A, or from someplace else?
(IF CARD A: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is
(Please look at Card A.) Is the loan with any of the
institutions on Card A, or from someplace else?
(IF CARD A: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is that?)
(Please look at Card A.) Is the loan with any of the
institutions on Card A, or from someplace else?
(IF CARD A: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is that?)
(NOTE: NOT ASKED FOR LOANS 9, 13, AND 16)
See FINANCIAL INSTITUTIONS master reference list
0.
Inap. (No loan)
9107(1)
9108(2)
9109(3)
9110(4)
9111(5)
9112(6)
9086(7)
9090(8)
9102 (10)
9103 (11)
9104 (12)
9105 (14)
9106 (15)
R:
Type of institution
R:
R:
R:
Type of institution
Type of institution
Type of institution
R:
Type of institution
(NOTE: NOT AVAILABLE FOR LOANS 9, 13, AND 16)
See FINANCIAL INSTITUTIONS master reference list
0.
Inap. (No loan)
---------------------------------------------------------------------------BUSINESSES
---------------------------------------------------------------------------3103
M3.
Do you (and your family living here) own or share
ownership in any privately-held businesses, farms,
professional practices or partnerships? (SEE
INSTRUCTION
IN BOX ABOVE.) (asked of Rs who do not operate
farm/ranch business, inferred for others)
1.
5.
3104
M4.
YES
NO
Do you (or anyone in your family living here) have an
active management role in any of these businesses?
(INCLUDE THE GENERAL PARTNERS IN A LIMITED
PARTNERSHIP,
BUT NOT THE LIMITED PARTNERS.) (asked of Rs who do not
operate farm/ranch business, inferred for others
with businesses)
1.
5.
0.
M2.
YES
NO
Inap. (No businesses)
(Not using the booklet.) Including your (farm/ranch)
business here, in how many (farms/ranches), privately-
held
businesses, professional practices or partnerships do
you
(or your family living here) own or share ownership in
and
have an active management role? (INCLUDE THE GENERAL
PARTNERS IN A LIMITED PARTNERSHIP, BUT NOT THE LIMITED
PARTNERS.) (asked of Rs who operate farm/ranch
business)
M2a.
READ THE FOLLOWING: I will ask you first about your
(farm/ranch) business.
RECORD # OF BUSINESSES (FROM M2) IN BOX M5 AT TOP OF
NEXT
3105
family
M4a.
PAGE, THEN GO TO M5a
In how many businesses do you (or anyone in your
living here) have an active management role? (asked of
Rs who do not operate farm/ranch business)
Code # BUSINESSES
0. Inap. (No businesses, no businesses with active
management role)
For the public-use dataset, the number of such
businesses is top-coded at 10.
3107
next
3207
do?
3307
M5a.
What kind of business is (it/the largest business/the
business) -- that is, what does the business make or
1.
2.
3.
4.
Farm; nursery; train dogs; forest management;
agricultural services; landscaping
Restaurant; bar
Auto repair; car wash
Direct sales: Amway; Avon; Mary Kay;
Tupperware;
8.
9.
Stanley Home products
Contracting; construction services; plastering;
painting; plumbing
Real estate; insurance
Professional practice, incl. law, medicine,
architecture; accounting; bookkeeping
Beauty shop; barber shop
Manufacturing, incl. printing/publishing; oil
10.
11.
12.
services
Gas station
Food/liquor store
Other retail and/or wholesale business (exc. 2,
13.
14.
10,11)
Trucking; moving and storage; warehousing
Repair services (exc. auto, code 3):
5.
6.
7.
field
4,
appliances,
15.
16.
TV, upholstery, furniture, shoes
Personal services (exc. beauty shop, code 8):
hotel, dry cleaners, funeral home
Entertainment services, incl. dance studio,
drive-in
19.
theatre
Business management and consulting services
Other business services (exc. 17): advertising,
equipment rental, computer programming,
auctioneering, pest control
Banks and brokerage firms; mortgage/finance
20.
-7.
0.
Communications; (cable) TV or radio stations
Other, incl. businesses operated outside U.S.
Inap. (No businesses, no businesses with active
17.
18.
company
management role, no further businesses with
active management role)
For the public-use dataset, Gas stations (10),
Food/liquor store (11), and Other retail (12)
are combined in 12; Repair services (14),
Entertainment services (16), and Other business
services (18) are combined in 18; and
Communications (20), and Banks and brokerage firms
(19) are combined in 19.
3108
3208
you,
3308
M6.
How did you (or your family living here) acquire this
business; was it bought or invested in, started by
inherited, given to you, or what?
1.
2.
3.
4.
5.
-7.
0.
3109
living
3209
3309
M7.
3110
3210
3310
M8.
BOUGHT/INVEST
STARTED
INHERITED
GIVEN
Joined/became partner
OTHER
Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
When you invested did you (or anyone in your family
here) intend to make day-to-day decisions and work at
least 5 hours per week in the business?
1. YES
5. NO
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
In what year did you (start/acquire) the business?
Code YEAR
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
For the public-use dataset, the year is rounded to the
nearest 5.
3111
members
3211
3311
M9.
How many employees does it have including you (and
of your family)?
Code # EMPL
-1.
No one working in business; business is about to
be sold
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
For the public-use dataset, the number of employees
is top-coded at 2500.
M9b.
Which members of your family living here work in the
business? (Asked for R does not live alone,
inferred for R lives alone)
3113
3213
3313
M9b.
A. R
3114
3214
3314
M9b.
B. SPOUSE
3115
3215
3315
M9b.
C.
ADULT CHILD
3116
3216
3316
M9b.
D.
OTHER ADULT IN HH
3117
3217
3317
M9b.
E. OTHER--Person(s) under 18 in HH
1.
5.
0.
3118
hours
3218
this
3318
M9c.
Checked
Not checked
Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
(Other than you [and your husband/wife]), how many
does the (other/most involved) family member work in
business in a normal week?
Code HRS
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role, no one in family living
there other than respondent and spouse works
for business)
3119
M9d.
subchapter S
3219
3319
Is it a partnership, a sole proprietorship, a
corporation, another type of corporation, or what?
1.
2.
3.
4.
-7.
0.
3120
assets
3220
any
3320
M10.
Are you (or your family living here) using personal
as collateral or did you have to cosign or guarantee
loans for this business?
1.
5.
0.
3121
3221
3321
PARTNERSHIP
SOLE PROPRIETORSHIP
SUBCHAPTER S
OTHER CORPORATION
OTHER
Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
M10a.
YES
NO
Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
How much is guaranteed or collateralized?
Code actual amount
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role, no cosigned loans or
loan guarantees)
3122
3222
3322
M10b.
Did I record this earlier?
1.
5.
8.
9.
0.
3123
3223
3323
M11.
YES
NO
DK
NA
Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role, no cosigned loans or
loan guarantees)
(Other than guarantees,) does the business owe you (or
your family living here) any money?
1.
5.
0.
3124
3224
3324
M11a.
YES
NO
Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
How much is owed?
Code actual amount
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role, business does not owe R
money)
3125
any
3225
3325
M12.
Do you (or your family living here) owe the business
money?
1.
5.
0.
3126
3226
3326
M12a.
YES
NO
Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
How much do you owe?
Code actual amount
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role, R and family do not owe
business money)
3127
3227
3327
M12b.
Did I record this earlier?
1.
5.
8.
9.
0.
3128
family
3228
M13.
YES
NO
DK
NA
Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role, R and family do not owe
business money)
What percentage of the business do you (and your
living here) own?
3328
Code PERCENT to 2 decimal places
10000.
0.
ALL
Inap. (No businesses, no businesses with
active
management role, no further businesses with
active management role)
3129
3229
3329
M14.
What could you sell it for? (What is your share worth?)
Code actual amount
-1. NOTHING
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
3130
basis
3230
original
3330
M15.
If you sold the business now, what would be the cost
for tax purposes of this share?
(What was your
investment?)
Code actual amount
-1. NOTHING
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
3131
3231
3331
M16.
What were the gross receipts or gross sales of the
business as a whole in 1988?
Code actual amount
-1. NONE
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
3132
in
3232
3332
M17.
What was the business's total net income before taxes
1988?
Code actual amount
-1. NONE
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
3133
3233
3333
M18.
What is the total book value of all owners' or
shareholders' equity in this business?
Code actual amount
-1. NONE
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
3335
living
M19a.
For the remaining business(es) you (and your family
here) own and actively manage, what could you sell
your
share for?
(What is your share worth?)
Code actual amount
-1. NOTHING
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
3336
M19b.
If you sold (these businesses/this business) now, what
would be the cost basis for tax purposes of your
share?
(What was your original investment?)
Code actual amount
-1. NOTHING
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
3337
living
M19c.
What was the total net income you (and your family
here) received from (these businesses/this business)
in
1988?
Code actual amount
-1. NONE
0. Inap. (No businesses, no businesses with active
management role, no further businesses with
active management role)
3401
have
M20.
Do you (or anyone in your family living here) own or
an interest in any other businesses or partnerships
where
you do not have an active management role? (Asked
if R has business with managment interest, inferred
for others with businesses)
1.
5.
0.
3402
do
M20a.
YES
NO
Inap. (No businesses)
How many of these (other) businesses or partnerships
you (and your family living here) own or share
ownership
in?
Code NUMBER
0. Inap. (No businesses, no businesses without
management role)
For the public-use dataset, the number of such
businesses is top-coded at 50.
#1:
#2:
#3:
#4:
#5:
#6:
Limited partnerships
Other partnerships
S-corporations
Other corporations
Sole proprietorships
Other types
3407(#1)
M20b.
3411(#2)
corporation,
3415(#3)
3419(#4)
3423(#5)
M21.
Are
3427(#6)
Is it a sole-proprietorship, a limited partnership,
another type of partnership, a Subchapter Sanother type of corporation, or what? (ASKED IF
ONLY ONE BUSINESS)
(I need to know what type of businesses these are.)
any of them (TYPE: Limited Partnerships, Other
Partnerships, S-Corporations, Sole Proprietorships,
Other Types)? (ASKED IF MORE THAN ONE BUSINESS)
1.
5.
0.
3408(#1)
is
3412(#2)
3416(#3)
3420(#4)
3424(#5)
3428(#6)
M20c.
M22a.
YES
NO
Inap. (No businesses, no businesses without
management role no TYPE businesses with
active management role)
What could you sell your (family's) share for?
(What
it worth?) (ASKED IF ONLY ONE BUSINESS)
What could you sell your (family's) share of all these
(TYPE) for? (What is it worth?) (ASKED IF MORE
THAN ONE BUSINESS)
Code actual amount
-1. Nothing; zero
-2.
0.
3409(#1)
would be
3413(#2)
original
3417(#3)
3421(#4)
basis
3425(#5)
original
3429(#6)
M20d.
If you sold this (business/partnership) now, what
the cost basis for tax purposes?
M23a.
(What was your
investment?) (ASKED IF ONLY ONE BUSINESS)
If you sold these (TYPE) now, what would be the cost
for tax purposes of these shares?
(What was your
investment?) (ASKED IF MORE THAN ONE BUSINESS)
Code
-1.
-2.
0.
3410(#1)
living
3414(#2)
1988?
3418(#3)
3422(#4)
living
3426(#5)
3430(#6)
LOSS; negative amount
Inap. (No businesses, no businesses without
management role no TYPE businesses with
active management role)
M20e.
actual amount
Nothing; zero
LOSS; negative amount
Inap. (No businesses, no businesses without
management role no TYPE businesses with
active management role)
What was the total net income you (and your family
here) received from this (business/partnership) in
M24a.
(ASKED IF ONLY ONE BUSINESS)
What was the total net income you (and your family
here) received from all such (TYPE) in 1988? (ASKED
IF MORE THAN ONE BUSINESS)
Code actual amount
-1. Nothing; zero
0. Inap. (No businesses, no businesses without
management role no TYPE businesses with
active management role)
---------------------------------------------------------------------------FINANCIAL AND OTHER ASSETS, MISC.
---------------------------------------------------------------------------3501
that
N1.
Now I'd like to ask about different types of assets
you might have.
First, do you (or anyone in your
family
living here) have any checking accounts?
1.
5.
3502
had a
N2.
YES
NO
Have you (or anyone in your family living here) ever
checking account?
1.
5.
0.
3503
which is
N2a.
YES
NO
Inap. (R has checking account)
(RB, P. 10)
Looking at this list, please tell me
the most important
reason (you don't/your family
doesn't) have a checking account.
1.
2.
3.
4.
5.
95.
96.
-7.
0.
3504
do
N3.
DON'T WRITE ENOUGH CHECKS TO MAKE IT WORTHWHILE
MINIMUM BALANCE IS TOO HIGH
DO NOT LIKE DEALING WITH BANKS
SERVICE CHARGES ARE TOO HIGH
NO BANK HAS CONVENIENT HOURS OR LOCATION
Don't have (enough) money
Can't manage/balance a checking account
OTHER
Inap. (R has checking account)
(Not using the booklet.)
How many checking accounts
you (and your family living here) have?
(IF R ASKS: INCLUDE MONEY MARKET ACCOUNTS WITH CHECKWRITING PRIVILEGES ONLY IF THEY ARE AT BANKS, SAVINGS
AND
LOANS, OR CREDIT UNIONS)
Code # ACCOUNTS
0. Inap. (No checking accounts)
For the public-use dataset, the number of checking
accounts is top-coded at 20.
3505(#1)
3509(#2)
3513(#3)
any
3517(#4)
3521(#5)
3525(#6)
that?)
N4.
(Please look at Card A.) (Thinking about your main
checking account, the one used to write most of your
checks, / About the next account) is this account with
of the institutions on Card A, or from someplace else?
(IF CARD A: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is
See FINANCIAL INSTITUTIONS master reference list
0.
9113
9114
9115
9116
9117
9118
(1)
(2)
(3)
(4)
(5)
(6)
R:
Inap. (No checking accounts, no further
checking accounts)
Type of institution
See FINANCIAL INSTITUTIONS master reference list
0.
Inap. (No checking accounts, no further
checking accounts)
3506(#1)
over
3510(#2)
3514(#3)
3518(#4)
3522(#5)
3526(#6)
3507(#1)
3511(#2)
3515(#3)
3519(#4)
3523(#5)
3527(#6)
3529
N5.
How much is in this account?
(What was the average
the last month?)
Code actual amount
-1. Nothing; zero
0. Inap. (No checking accounts, no further
checking accounts)
N6.
Is this a money market-type account?
1.
5.
0.
N8.
YES
NO
Inap. (No checking accounts, no further
checking accounts)
How much is in all your (family's) remaining checking
accounts? (What was the average over the last month?)
Code actual amount
0. Inap. (No checking accounts, no further
checking accounts)
3530
most
N9.
(RB, P. 11)
Which of the reasons on this page is the
important reason (you/your family living here) chose
the
institution that you did for your main checking
account?
(Was it because of the location of their offices,
because
they had the lowest fees or minimum balance
requirement,
because you were able to obtain many services at one
place, because they offered safety and an absence of
risk,
or some other reason?)
1.
2.
3.
4.
5.
Recommended
Low interest rate
LOCATION OF OFFICES
Other business done here
Easy to qualify (for credit); only place that
6.
7.
give us a loan
MANY SERVICES IN ONE PLACE
LOW FEES or service charges; they pay interest
would
on
account(s)
SAFETY
Other convenience mentions: payroll deduction
feature; "convenience"--NFS
Personal relationship; they know me; know/like
8.
9.
11.
them;
-7.
0.
3531
you/has
N9a.
R/Spouse works there
OTHER
Inap. (No checking accounts)
(Not using the booklet.)
For how many years (have
someone in your family living here) done business with
this institution?
Code YEARS
-1. LESS THAN ONE YEAR
0. Inap. (No checking accounts)
3601
Individual
N10.
Do you (or anyone in your family here) have any
Retirement Accounts, that is, IRA or Keogh accounts?
1.
5.
YES
NO
#1: Respondent
#2: Spouse
#3: Other family members
3602
3612
3622
N10a.
N10a.
N10a.
N10a.
Who has IRA or Keogh accounts?
RESPONDENT
SPOUSE ACCOUNTS
OTHER PERSONS
1.
5.
0.
3603
3613
3623
N11.
Checked
Not checked
Inap. (No IRA or Keogh accounts)
How many IRA and Keogh accounts does (PERSON) have?
Code # ACCTS
0. Inap. (No IRA or Keogh accounts, PERSON has no
IRA or Keogh accounts)
For the public-use dataset, the number of accounts
is top-coded at 20.
N12.
3604
3614
3624
About (PERSON'S) accounts (are these/is this an) IRA or
Keogh account(s)? (CHECK ALL THAT APPLY.)
N12A. IRA
1.
2.
5.
0.
3605
3615
3625
N12B.
Checked (IRA)
IRA/SEP (volunteered)
Not checked
Inap. (No IRA or Keogh accounts, PERSON has no
IRA or Keogh accounts)
KEOGH
1.
5.
0.
Checked
Not checked
Inap. (No IRA or Keogh accounts, PERSON has no
IRA or Keogh accounts)
3606 (#1a) N13.
3607 (#1b)
(CHECK
3608 (#1c)
3609 (#1d)
3616 (#2a)
3617 (#2b)
3618 (#2c)
3619 (#2d)
3626 (#3a)
3627 (#3b)
3628 (#3c)
3629 (#3d)
(Please look at Card A.) (Is this/Are they) with any of
the institutions on Card A, or from someplace else?
9119 (#1a) R:
9120 (#1b)
Type of institution
ALL THAT APPLY.)
(IF CARD A: Which institution(s)?)
(IF SOMEPLACE ELSE: What type(s) of institution(s)?
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No IRA or Keogh accounts, PERSON has no
IRA or Keogh accounts)
9121
9122
9123
9124
9125
9126
9127
9128
9129
9130
(#1c)
(#1d)
(#2a)
(#2b)
(#2c)
(#2d)
(#3a)
(#3b)
(#3c)
(#3d)
See FINANCIAL INSTITUTIONS master reference list
0.
Inap. (No IRA or Keogh accounts, PERSON has no
IRA or Keogh accounts)
3610
3620
3630
N14.
How much in total is in (PERSON'S) account(s)?
Code actual amount
0. Inap. (No IRA or Keogh accounts, PERSON has no
IRA or Keogh accounts)
3631
and
N15.
How is the money in (this/all of your [family's]) IRA
Keogh account(s) invested?
Is most of it in CDs or
other
bank accounts, most of it in stocks, most of it in
bonds
or similar assets, or what?
1.
2.
3.
4.
CD'S/BANK ACCOUNTS; "money market"
STOCK; "mutual funds"
BONDS/SIMILAR ASSETS; T-bills; Treasury notes
Combination of 1, 2, and 3; "mixed"/"diversified"-
-NFS
5.
6.
-7.
0.
3701
you
N16.
Combination of 2 & 3 above
Combination of 1 & 2 above
OTHER (incl. combinations exc. 5 & 6 above)
Inap. (No IRA or Keogh accounts)
Not including any accounts I have already recorded, do
(or anyone in your family here) have any money market
accounts?
1.
5.
3702
N16a.
YES
NO
Altogether, how many money market accounts do you (and
your family living here) have?
Code # OF MONEY MARKET ACCOUNTS
0. Inap. (No money market accounts)
3703(#1)
3708(#2)
3713(#3)
N17.
Does the (largest/next) account have check-writing
privileges?
1.
5.
0.
3704(#1)
3709(#2)
3714(#3)
3705(#1)
the
3710(#2)
3715(#3)
N18.
Is this a tax-free money market account?
1.
5.
0.
N19.
YES
NO
Inap. (No money market accounts, no further
money market accounts)
YES
NO
Inap. (No money market accounts, no further
money market accounts)
(Please look at Card A.) Is this account with any of
institutions on Card A, or from someplace else?
(IF CARD A: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is
that?)
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No money market accounts, no further
money market accounts)
9131 (1)
9132 (2)
9133 (3)
R:
Type of institution
See FINANCIAL INSTITUTIONS master reference list
0.
Inap. (No money market accounts, no further
money market accounts)
3706(#1)
3711(#2)
3716(#3)
3718
market
N20.
How much is in this account?
Code actual amount
-1. Zero; none now
0. Inap. (No money market accounts, no further
money market accounts)
N21a.
How much is in all your (family's) remaining money
accounts?
Code actual amount
0.
3719
N22.
Inap. (No money market accounts, no further
money market accounts)
Do you (or anyone in your family here) have any CD's or
certificates of deposit at financial institutions?
(IF
YES, SAY: Please do not include CD's that are part of
IRAs or Keoghs.)
(IF R ASKS: CD'S ARE CERTIFICATES HELD FOR A SET
PERIOD
OF TIME THAT MUST BE CASHED OR RENEWED AT THE MATURITY
DATE.)
1.
5.
3720
N22a.
YES
NO
Altogether, how many such CD's do you (and your family
living here) have?
Code # CERTIFICATES
0. Inap. (No CDs)
3721
CD's?
N22b.
What is the total dollar value of (this/all these)
Code actual amount
0. Inap. (No CDs)
3722
any
3723
3724
3725
N22c.
(Please look at Card A.) (Is this/Are these) CD's with
of the institutions on Card A, or from someplace else?
(CHECK ALL THAT APPLY)
(IF CARD A: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is
that?)
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No CDs, no further institutions)
9134
9135
9136
9137
(1)
(2)
(3)
(4)
R:
Type of institution
See FINANCIAL INSTITUTIONS master reference list
0.
Inap. (No CDs, no further institutions)
3801
N23.
Do you (or anyone in your family living here) have any
(other) accounts at banks, savings and loan
associations,
or credit unions?
These could be passbook accounts,
share
accounts, Christmas Club accounts, or any other type
of
savings account.
1.
5.
3802
family
N23a.
YES
NO
Altogether, how many such accounts do you (and your
living here) have?
Code # ACCOUNTS
0. Inap. (No savings accounts)
3803(#1)
3806(#2)
someplace
3809(#3)
3812(#4)
3815(#5)
that?)
N24.
(Please look at Card A.) Is the (next) largest account
with any of the institutions on Card A, or from
else?
(IF CARD A: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No savings accounts, no further savings
accounts)
9138
9139
9140
9141
9142
(#1)
(#2)
(#3)
(#4)
(#5)
R:
Type of institution
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No savings accounts, no further savings
accounts)
3804(#1)
3807(#2)
3810(#3)
3813(#4)
3816(#5)
N25.
How much is in this account?
Code actual amount
-1.
0.
3818
N26a.
Nothing; zero
Inap. (No savings accounts, no further savings
accounts)
How much is in all your (family's) remaining such
accounts?
Code actual amount
-1. Nothing; zero
0. Inap. (No savings accounts, no further savings
accounts)
3819
N27.
Do you (or anyone in your family here) have any mutual
fund holdings? (IF YES, SAY: Please do not include
any
pension-type, thrift-saving, 401-K, or IRA/Keogh
plans, or
accounts I have already recorded.)
1.
5.
3820
N27a.
YES
NO
In how many different mutual funds (do you/does your
family) own shares?
Code # MUTUAL FUNDS
0. Inap. (No mutual funds)
N28.
3821
3823
3825
Funds
3827
3829
N28a.
N28b.
N28c.
N28d.
N28e.
I need to know what type(s) of mutual fund(s) (this
is/these are)? (Is it/Are any of them)...
Stock Funds
(Are any of them) Tax-Free Bond Funds
(Are any of them) Government or Government backed Bond
(Are any of them) other Bond Funds
Combination funds or any other mutual funds (INCLUDE
"DK TYPE" HERE)
1.
5.
0.
3822
3824
3826
3828
3830
N29a.
YES
NO
Inap. (No mutual funds)
What is the total market value of all of the (TYPE)
that you (and your family living here) have?
Code actual amount
0. Inap. (No mutual funds, no TYPE mutual funds)
3831
all
N30.
Overall has there been a gain or loss in the value of
these mutual fund shares since you (or someone in your
family here) obtained them?
1.
3.
5.
0.
3832
N30a.
GAIN
NEITHER GAIN NOR LOSS
LOSS
Inap. (No mutual funds)
How much have they gained in value since they were
obtained?--PERCENT
Code PERCENT to 2 decimal places
-2. Virtually all
0. Inap. (No mutual funds, loss or no change in
value of mutual funds)
3833
N30a.
How much have they gained in value since they were
obtained?--AMOUNT
Code actual amount
-2. Virtually all
0. Inap. (No mutual funds, loss or no change in
value of mutual funds)
3834
N30b.
How much have they lost in value since they were
obtained?--PERCENT
Code PERCENT to 2 decimal places
-2. Virtually all
0. Inap. (No mutual funds, gain or no change in
value of mutual funds)
3835
N30b.
How much have they lost in value since they were
obtained?--AMOUNT
Code actual amount
-2. Virtually all
0. Inap. (No mutual funds, gain or no change in
value of mutual funds)
3901
N31.
Do you (or anyone in your family here) have any U.S.
government savings bonds?
(THESE MAY BE CALLED SERIES EE OR HH. THEY CAN BE
PURCHASED BY PAYROLL DEDUCTION.)
1.
5.
3902
that
N31a.
YES
NO
What is the total face value of all the savings bonds
you (and your family) have?
Code actual amount
0. Inap. (No savings bonds)
3903
N32.
Do you (or anyone here) have any other corporate,
municipal, government, or other type of bonds or
bills?
(IF YES, SAY: Please do not include any bonds or bills
held in pension accounts or trusts, or in accounts I
have
already recorded.)
1.
5.
3904
family)
N32a.
YES
NO
How many different bonds or bills do you (or your
own?
Code # BONDS OR BILLS
0. Inap. (No bonds or bills)
For the public-use dataset, the number of bonds is
is top-coded at 150.
N33.
I need to know what type(s) of bond or bill (this
is/these
are)?
3905
N33a.
3907
3909
3911
N33b.
N33c.
N33d.
Mortgage-backed bonds such as those from "Ginnie-Mae",
"Fannie-Mae" or "Freddie-Mac"
U.S. Government bonds or Treasury bills
State or municipal bonds, or other taxfree bonds
Corporate or foreign bonds, or any other type of bonds
(INCLUDE "DK TYPE" HERE)
1.
5.
0.
3906
you
3908
3910
3912
N34a.
3913
N35.
(Is it/Are any of them)...
YES
NO
Inap. (No bonds or bills)
What is the total face value of all of the (TYPE) that
(and your family living here) have?
Code actual amount
0. Inap. (No bonds or bills, no TYPE bonds or bills)
Do you (or anyone in your family living here) own any
publicly traded stock? (IF YES, SAY: Please do not
include any stock held through mutual funds, pension
accounts or trusts, or in accounts or businesses that
I
have already recorded.)
1.
5.
3914
N36.
YES
NO
In how many different companies do you (or your family
living here) own stock?
Code # COMPANIES
0. Inap. (No publicly traded stock)
For the public-use dataset, the number of companies
is top-coded at 150.
3915
N37.
What is the total market value of this stock?
Code actual amount
0. Inap. (No publicly traded stock)
3916
this
N38.
Overall has there been a gain or loss in the value of
stock since you (or someone in your family here)
obtained
it?
1.
3.
5.
0.
3917
N38a.
GAIN
NEITHER GAIN NOR LOSS
LOSS
Inap. (No publicly traded stock)
How much has it gained in value since it was obtained?
--PERCENT
Code PERCENT to 2 decimal places
-2. Virtually all
0. Inap. (No publicly traded stock, loss or no
change in value of publicly traded stock)
3918
N38a.
How much has it gained in value since it was obtained?
--AMOUNT
Code actual amount
-2. Virtually all
0. Inap. (No publicly traded stock, loss or no
change in value of publicly traded stock)
3919
N38b.
How much has it lost in value since it was obtained?
--PERCENT
Code PERCENT to 2 decimal places
-2. Virtually all
0. Inap. (No publicly traded stock, gain or no
change in value of publicly traded stock)
3920
N38b.
How much has it lost in value since it was obtained?
--AMOUNT
Code actual amount
-2. Virtually all
0. Inap. (No publicly traded stock, gain or no
change in value of publicly traded stock)
3921
company
N39.
Of your (family's) stock, is any of it stock in a
where you (or anyone in your family living here) have
worked?
1.
5.
0.
3922
N39a.
YES
NO
Inap. (No publicly traded stock)
What is the total market value of this stock in the
company?
Code actual amount
0. Inap. (No publicly traded stock, no publicly
traded stock in company where work)
3923
brokerage
N40.
Do you (or anyone in your family here) have a
account for the purchase or sale of stocks and other
securities?
1.
5.
0.
3924
3925
someplace
3926
3927
N40a.
YES
NO
Inap. (No publicly traded stock)
(Please look at Card A.) (Is this/Are these) accounts
with any of the institutions on Card A, or from
else? (CHECK ALL THAT APPLY.)
(IF CARD A: Which institution(s)?)
(IF SOMEPLACE ELSE: What type(s) of institution(s)?)
See FINANCIAL INSTITUTIONS master reference list
0.
Inap. (No publicly traded stock, no brokerage
account,
no further institutions)
9143
9144
9145
9146
(1)
(2)
(3)
(4)
R:
Type of institution
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No publicly traded stock, no brokerage
account,
no further institutions)
3928
N40b.
Over the past year, about how many times did you (or
anyone in your family living here) buy or sell stocks
or
other securities through a broker?
(ACCEPT RANGE.)
Code # TIMES
-1. NONE
0. Inap. (No publicly traded stock, no brokerage
account)
For the public-use dataset, the number of time the R
traded stock is top-coded at 150.
3929
you
N40c.
Not including any accounts you've told me about, do
(or anyone in your family living here) have a "cash"
or
"call money" account at a stock brokerage?
(IF R ASKS: CASH OR CALL MONEY ACCOUNTS HOLD MONEY
RECEIVED FROM THE SALE OF STOCK UNTIL THE MONEY IS
REINVESTED.)
1.
5.
0.
YES
NO
Inap. (No publicly traded stock, no brokerage
account)
3930
N40d.
What is the total dollar value of all the cash or call
money accounts that you (and your family living here)
have?
Code actual amount
-1. Zero; nothing now
0. Inap. (No publicly traded stock, no brokerage
account,
no call account)
3931
you
N40e.
Other than loans you have already told me about, do
(or anyone in your family living here) have any margin
loans at a stock brokerage?
1.
5.
0.
YES
NO
Inap. (No publicly traded stock, no brokerage
account)
3932
N40f.
Altogether, how much is owed on these margin loans?
Code actual amount
0. Inap. (No publicly traded stock, no brokerage
account,
no margin loans)
3933
from
N41.
Do you (or anyone in your family here) receive income
or have assets in a trust, annuity, or managed
investment
account that you have not already told me about?
(IF
YES,
SAY:
Please do not include pension-type accounts, or
any
assets that I have already recorded.)
1.
5.
N42.
3934
3935
3936
3937
N42A.
N42B.
N42C.
N42D.
What are these; are they legal trusts, annuities, or
managed investment accounts? (CHECK ALL THAT APPLY)
LEGAL TRUSTS
ANNUITIES
MANAGED INVESTMENT ACCOUNTS
OTHER:
1.
5.
0.
3938
living
N43.
YES
NO
Checked
Not checked
Inap. (No trusts, annuities, or managed
investment accounts)
Are any of these set up so that you (or your family
here) are legally entitled only to the income and do
not
have an equity interest?
1.
5.
YES
NO
0.
3939
receive
N43a.
Inap. (No trusts, annuities, or managed
investment accounts)
How much income did (you/your family living here)
from these income-only trusts, annuities, or accounts
in
1988?
Code actual amount
-1. ZERO; none yet
0. Inap. (No trusts, annuities, or managed
investment accounts; no income-only accounts)
3940
annuities,
N43b.
Do you (or your family living here) also have
trusts, or managed investment accounts in which you
(or
your family) have an equity interest?
1.
5.
0.
N43c.
3942
interest
N44.
YES
NO
Inap. (No trusts, annuities, or managed
investment accounts; no income-only accounts)
What is the
interest in
income-only
What is the
total dollar amount of your (family's)
these accounts? (Asked if R has
accounts)
total dollar value of your (family's)
in all annuities, trusts, or managed investment
accounts?
(Asked if R does not have income-only accounts)
Code actual amount
0. Inap. (No trusts, annuities, or managed
investment accounts; no equity interest in such
accounts)
3943
3944
on
3945
3946
N45.
Who manages your (family's) trusts, annuities, or
investment accounts,--is it any of the institutions
Card A, or are they managed by someone else?
(CHECK ALL THAT APPLY.)
(IF CARD A: Which institution(s)?)
(IF SOMEPLACE ELSE: What type of institution(s) or
who
manages them?)
See FINANCIAL INSTITUTIONS master reference list
0.
9147
9148
9149
9150
(1)
(2)
(3)
(4)
R:
Inap. (No trusts, annuities, or managed
investment accounts; no further institutions)
Type of institution
See FINANCIAL INSTITUTIONS master reference list
0. Inap. (No trusts, annuities, or managed
investment accounts; no further institutions)
3947
N46.
How is the money in these trusts and managed accounts
invested? Is most of it in stocks, most of it in
bonds or
other interest-earning assets, or what?
1.
2.
3.
5.
6.
-7.
8.
9.
0.
4001
N47.
STOCKS; "mutual fund" (exc. money market)
BONDS/INTEREST/CD's/money market
Real estate
Combination of 1 & 2; "mutual funds and CD's"
"Mixed"; "diversified"
OTHER; combination of 1, 2 & 3
DK
NA
Inap. (No trusts, annuities, or managed
investment accounts)
Do you (or anyone in your family living here) have any
life insurance, including individual or group
policies?
1.
5.
4002
N48.
YES
NO
Are any of these group or individual term insurance
policies?
(IF R ASKS: TERM INSURANCE POLICIES HAVE NO VALUE
UNLESS
THE PERSON DIES.
MANY SUCH POLICIES ARE ISSUED
THROUGH
EMPLOYERS AND UNIONS.)
1.
5.
0.
4003
N48a.
YES
NO
Inap. (No life insurance)
What is the current face value of all the term life
policies that you (and your family living here) have?
Code actual amount
0. Inap. (No life insurance, no term insurance)
4004
N49.
Do you have any policies that build up a cash value or
that you can borrow on?
(IF R ASKS: THESE ARE SOMETIMES CALLED "WHOLE LIFE" OR
"STRAIGHT LIFE".)
1.
5.
0.
N50.
YES
NO
Inap. (No life insurance)
What is the current face value of all the (other) life
insurance policies that you (and your family living
here)
4005
that
N49a.
own? (Amount assigned to term or whole-life
insurance in imputation)
What is the current face value of all of the policies
build up a cash value that you (and your family living
here) have?
Code actual amount
0. Inap. (No life insurance, no whole-life insurance)
4006
N49b.
What is the total cash value of these policies?
(EDITED TO BE GROSS CASH VALUE WHEN REPORTED AS NET)
Code actual amount
-1. Zero; none yet
0. Inap. (No life insurance, no whole-life insurance)
4007
policies?
N49c.
Are you (or your family) borrowing against these
1.
5.
0.
4008
cash
N49d.
YES
NO
Inap. (No life insurance, no whole-life insurance)
(ASK ONLY IF AN AMOUNT WAS GIVEN IN N49b.)
Is the
value you just gave me net of any loans you have
against
the policy or is it the gross cash value?
(IF R ASKS: THE NET VALUE IS THE TOTAL CASH VALUE
MINUS
ANY LOANS.)
1.
NET
2.
3.
0.
GROSS
Value reported at N49b reported as net, but
recoded to gross
Inap. (No life insurance, no whole-life
insurance, not borrowing against whole-life
insurance)
4009
N49e.
Did I record these loans earlier in the interview?
1.
5.
0.
YES
NO
Inap. (No life insurance, no whole-life
insurance, not borrowing against whole-life
insurance)
8175
R:
Link code for loan mentioned earlier
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
101.
0.
B10, #1
B10, #2
B10, #3
B10, #4
D36, col. 1
D36, col. 2
D36, col. 3
D51
D53h, col. 1
D53h, col. 2
D53h, col. 3
D64
E33, col. 1
E33, col. 2
E33, col. 3
G22, col. 1
G22, col. 2
G22, col. 3
G38, col. 1
G38, col. 2
H14, col. 1
H14, col. 2
H14, col. 3
H14, col. 4
H14, col. 5
H14, col. 6
Link not made
Inap. (No life insurance, no whole-life
insurance, not borrowing against whole-life
insurance)
4010
N49f.
How much is currently borrowed?
Code actual amount
0.
Inap. (No life insurance, no whole-life
insurance, not borrowing against whole-life
insurance)
4011
N49g.
Typically how often (do you/does your family) make
payments on these loans and how large are the
payments?
Code $ amount
-1. NO TYPICAL PAYMENTS
0. Inap. (No life insurance, no whole-life
insurance, not borrowing against whole-life
insurance)
4012
N49g.
PER
2.
3.
4.
5.
6.
-7.
0.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (No life insurance, no whole-life
insurance, not borrowing against whole-life
insurance)
4013
charged
N49h.
What is the current annual rate of interest being
on these loans?
Code % to 2 decimal places
-1. Zero; none
0. Inap. (No life insurance, no whole-life
insurance, not borrowing against whole-life
insurance)
4014
N49j.
How much in total are the yearly premiums for these
policies that build up a cash value?
Code actual amount
-1. Nothing; paid in full
0. Inap. (No life insurance, no whole-life
insurance)
4015
N49j.
PER
2.
3.
4.
Week
Biweekly
Month
5.
6.
-7.
0.
4017
N51.
Quarter
Year
Other
Inap. (No life insurance, no whole-life
insurance)
We have talked about various types of savings,
investments, and loans. Other than what I have
already
recorded, are you (or anyone in your family living
here)
owed any money by friends, relatives, businesses, or
others?
(WE DO NOT WANT TO INCLUDE PENSION-TYPE OR EMPLOYER
PROFIT-SHARING ACCOUNTS HERE.)
1.
5.
4018
N51a.
YES
NO
Altogether, how much are you owed?
Code actual amount
0. Inap. (No other loans owed to R)
4019
N52.
Do you (or anyone in your family living here) have any
other substantial assets that I haven't already
recorded - for example, artwork, precious metals, antiques,
future
proceeds from a lawsuit or estate, oil and gas leases,
futures contracts, royalties, or something else?
(DO NOT INCLUDE PENSION-TYPE OR EMPLOYER PROFITSHARING
ACCOUNTS HERE.)
1.
5.
4020 (#1a) N52a.
asset
4021 (#1b)
4024 (#2a)
4025 (#2b)
4028 (#3a)
4029 (#3b)
YES
NO
(About the most valuable of these ..)
What kind of
is it?
1.
2.
3.
10.
11.
12.
13.
14.
Gold
Silver (incl. silverware)
Other metals or metals NA type
Jewelry; gem stones (incl. antique)
Cars (antique or classic)
Antiques; furniture
Art objects; paintings; sculpture
(Rare) books
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
Coin collections
Stamp collection
Guns
Real estate (exc. cemetery) (overflow from C20)
Cemetery plots
China; figurines; crystal
Musical instruments
Livestock; horses
Oriental rugs
Furs
Other collections, incl. baseball cards,
61.
62.
63.
64.
65.
66.
71.
72.
73.
74.
-7.
0.
wine
Loans to friends/relatives
Other loans/debts owed to R
Cash, n.e.c.
Future proceeds from a lawsuit
"
"
"
an estate
Deferred compensation
Oil/gas/mineral leases or investments
(Commodity) futures contracts
Royalties
Non-publicly traded stock
Other
Inap. (No other assets, no additional other
records,
assets)
For the public-use dataset, Future proceeds from a
lawsuit (64) and Future proceeds from an estate
(65) are combined in 64; Antiques and furniture
(12), Art objects (13), Rare books (14), and
Oriental rugs (23) are combined in 12; Commidity's
(72), Royalties (73), and Non-publicly traded stock
(74) are combined in 72; and Cars (11), Furs(24), and
Other (-7) are combined in -7.
4022(#1)
family
4026(#2)
4030(#3)
N52b.
What is the total dollar value that you (and your
living here) have in (TYPE)?
Code actual amount
0. Inap. (No other assets, no additional other
assets)
4031
N53.
Do you (or anyone in your family living here) owe any
other money not recorded earlier?
1.
5.
4032
N53a.
YES
NO
How much is still owed on these loans?
Code actual amount
0. Inap. (No other money owed)
---------------------------------------------------------------------------CURRENT JOB
---------------------------------------------------------------------------R1.
We are interested in your present job status. Are you
working now, temporarily laid off, unemployed and
looking
for work, disabled and unable to work, retired, a
student
S1.
(a homemaker), or what? (CHECK ALL THAT APPLY.)
We are interested in your (husband's/wife's) present
job status. Is (he/she) working now, temporarily laid
off, unemployed and looking for work, disabled and
unable to work, retired, a student (a homemaker),
or what? (CHECK ALL THAT APPLY.)
IF R/S IS "WORKING NOW" AND ANY OTHER CATEGORY, ASK
ALL
FOLLOW-UP QUESTIONS AND GO TO NEXT PAGE, R2/S2.
4100
4700
R1-R1e. SUMMARY OF OCCUPATION STATUS AND WORKING NOW
S1-S1e. SUMMARY OF OCCUPATION STATUS AND WORKING NOW
CURRENTLY WORKING FOR PAY:
11.
Worker only
12.
Worker + disabled
13.
Worker + retired
14.
Worker + student
15.
Worker + homemaker
16.
Worker + unemployed/looking for work
17.
Worker + temporarily laid off (NO at R1a, YES at
R1c, R2=current job)
NO CURRENT WORK FOR PAY:
20.
Temporarily laid off only (R2=job laid off from,
to
21.
which R expects to return [YES or DK at R1a])
Temporarily laid off--does not expect to return
30.
50.
52.
job and no current work
Unemployed and looking for work
Retired only
Disabled only
to
"Homemaker" is a low priority
working status coded only in
80 and 15. For other combinations including "Homemaker",
choose a code on the basis of
the other item(s) checked.
70.
80.
90.
Student only
Homemaker/other not in labor force only
Unpaid family workers: R's who volunteer that
they
work in a family business or farm and are
unpaid.
(Do not include here "volunteer work" for
charitable
96.
97.
199.
0.
4101
4701
R1a.
S1a.
Do you expect to go back to this job?
Does (he/she) expect to go back to this job?
1.
5.
0.
4102
4702
R1b.
S1b.
or non-profit organizations.)
Other combination incl. WORKER
Other (incl. combination) not including WORKER
Absent spouse not included in IW
Inap. (No spouse)
YES
NO
Inap. (No spouse, not temporarily laid off)
When did you last work on this job?--MONTH
When did (he/she) last work on this job? MONTH
Code MONTH
0. Inap. (No spouse, not temporarily laid off)
4103
4703
R1b.
S1b.
When did you last work on this job?--YEAR
When did (he/she) last work on this job? YEAR
Code YEAR
0. Inap. (No spouse, not temporarily laid off)
4104
4704
R1d.
S1d.
When did you (retire/become disabled)?
When did (he/she) (retire/become disabled)?
Code YEAR
0. Inap. (No spouse, not retired/disabled)
4105
4705
time?
R1c/R1e.
S1c/S1e.
Are you doing any work for pay at the present time?
Is (he/she) doing any work for pay at the present
1.
5.
0.
YES
NO
Inap. (No spouse, currently working)
4106
Do
R2.
Next are some questions about your current, main job.
you work for someone else, are you self-employed, or
what?
4706
S2.
Next are some questions about (his/her) current,
main job. Does (he/she) work for someone else, is
(he/she) self employed, or what?
1.
2.
0.
4107
4707
R2.
R14.
S2.
S14.
SOMEONE ELSE
SELF-EMPLOYED
Inap. (No spouse, not currently working)
EDITOR PRECODE: BUSINESS/JOB CONNECTION (R NOT SE)
MARK BOX (BUSINESS IS FROM SECT. M) (R SE)
EDITOR PRECODE: BUSINESS/JOB CONNECTION (S NOT SE)
MARK BOX (BUSINESS IS FROM SECT. M) (S SE)
Precoded by editor in green
1.
2.
3.
4.
This job associated with Bus #1 at M5a
"
"
"
"
Bus #2 "
"
"
"
"
"
Bus #3 "
"
This job is associated with business listed at
M5a,
BUT it is a) a business beyond #3 (at M19a-c) or
(b)
5.
associated with more than one M5a business or
(c) NA which business
Job not associated with a business at M5a-M19c
or a
property at E5; NO businesses listed in M5a-M19c
and
9.
0.
4108
that
no properties listed at E15
NA
Inap. (No spouse, not currently working)
R3.
What is the official title of your job?
(The title
R4.
your employer uses?) (R NOT SE)
What sort of work do you do on your main job?
R14.
little more about what you do.) (R NOT SE)
What sort of work do you do? (Tell me a little more
(Tell
me a
about
what you do.)
(IWER:
IF R WORKS FOR BUSINESS
REPORTED IN
4708
title
job?
S3.
SECTION M, MARK BOX.) (R SE)
What is the official title of (his/her) job?
S4.
that (his/her) employer uses?) (S NOT SE)
What sort of work does (he/she) do on (his/her) main
(The
S14.
(Tell me a little more about what (he/she) does.)
(S NOT SE)
What sort of work does (he/she) do? (Tell me a
little more about what (he/she) does.) (IWER: IF
S WORKS FOR BUSINESS REPORTED IN SECTION M, MARK BOX.)
( S SE)
Code 3-digit 1970 Census OCCUPATION Code
0. Inap. (No spouse, not currently working)
7401
7411
R:
1980 Occupation code
Code 3-digit 1980 Census OCCUPATION Code
0. Inap. (No spouse, not currently working)
The 1980 industry codes were collaped using the SAS
code that follows below.
*************************************************************************
**
Code to collapse occupations
*************************************************************************
**
ARRAY OCC {*} X7401 X7405 X7407 X7409
X7411 X7415 X7417 X7419;
DO I=1 TO DIM(OCC);
IF (3 <= OCC{I} <=37) THEN OCC{I}=1;
IF (43 <= OCC{I} <=199) THEN OCC{I}=1;
IF (203 <= OCC{I} <=235) THEN OCC{I}=2;
IF (243 <= OCC{I} <=285) THEN OCC{I}=2;
IF (303 <= OCC{I} <=389) THEN OCC{I}=2;
IF (403 <= OCC{I} <=407) THEN OCC{I}=3;
IF (413 <= OCC{I} <=427) THEN OCC{I}=3;
IF (433 <= OCC{I} <=469) THEN OCC{I}=3;
IF (473 <= OCC{I} <=499) THEN OCC{I}=6;
IF (503 <= OCC{I} <=699) THEN OCC{I}=4;
IF (703 <= OCC{I} <=799) THEN OCC{I}=5;
IF (803 <= OCC{I} <=859) THEN OCC{I}=5;
IF (863 <= OCC{I} <=889) THEN OCC{I}=5;
IF (905 <= OCC{I} <=905) THEN OCC{I}=3;
END;
*************************************************************************
**
4109
is,
R5.
What kind of business or industry do you work in--that
R14a.
what do they make or do at the place where you work?
(R NOT SE)
What industry do you work in? That is, what do they
do or
make?
SE)
4709
S5.
(What industry do you typically work in?) (R
What kind of business or industry does (he/she) work
in that is, what do they make or do at the place where
S14a.
(he/she) works? (S NOT SE)
What industry does (he/she) work in? That is, what
do they do or make? (What industry does (he/she)
typically work in?) (S SE)
Code 3-digit 1970 Census INDUSTRY Code
0. Inap. (No spouse, not currently working)
7402
7412
R:
1980 Industry code
Code 3-digit 1980 Census INDUSTRY Code
0. Inap. (No spouse, not currently working)
The 1980 industry codes were collaped using the SAS
code that follows below.
*************************************************************************
**
Code to collapse occupations
*************************************************************************
**
ARRAY IND {*} X7402 X7406 X7408 X7410
X7412 X7416 X7418 X7420;
DO I=1 TO DIM(IND);
IF (10 <= IND{I} <=31) THEN IND{I}=1;
IF (40 <= IND{I} <=50) THEN IND{I}=2;
IF (60 <= IND{I} <=60) THEN IND{I}=2;
IF (230 <= IND{I} <=392) THEN IND{I}=2;
IF (100 <= IND{I} <=222) THEN IND{I}=2;
IF (400 <= IND{I} <=472) THEN IND{I}=3;
IF (500 <= IND{I} <=571) THEN IND{I}=3;
IF (580 <= IND{I} <=691) THEN IND{I}=3;
IF (700 <= IND{I} <=712) THEN IND{I}=3;
IF (721 <= IND{I} <=760) THEN IND{I}=3;
IF (761 <= IND{I} <=791) THEN IND{I}=3;
IF (800 <= IND{I} <=802) THEN IND{I}=3;
IF (812 <= IND{I} <=892) THEN IND{I}=3;
IF (900 <= IND{I} <=932) THEN IND{I}=4;
END;
*************************************************************************
**
4110
R6.
R14d.
How many hours do you work on your main job in a normal
week? (R NOT SE)
How many hours do you work (for yourself/in this
business)
4710
S6.
S14d.
in a normal week? (R SE)
How many hours does (he/she)
job in a normal week? (S NOT
How many hours does (he/she)
herself/in this business) in
Code # HOURS
work on (his/her) main
SE)
work (for himself/for
a normal week? (S SE)
95.
95 hours or more; "all the time"; "24 hours a
day"
0.
4111
work,
R7.
Inap. (No spouse, not currently working)
(READ SLOWLY)
Counting paid vacations as weeks of
how many weeks do you work on this job in a normal
year?
R14e.
(R NOT SE)
(READ SLOWLY) Counting paid vacations as weeks of
work,
how many weeks per year do you work on this job? (R
SE)
4711
work,
S7.
(READ SLOWLY)
Counting paid vacations as weeks of
how many weeks does (he/she) work on this job in a
normal
S14e.
year? (S NOT SE)
(READ SLOWLY) Counting paid vacations as weeks of
work,
how many weeks per year does (he/she) work on this
job?
(S SE)
Code # WEEKS
0. Inap. (No spouse, not currently working)
R14f.
How are you paid?
Are you paid a regular salary or
wages,
do you receive a portion of the net earnings, or what?
(CHECK ALL THAT APPLY AND ASK BOTH FOLLOW-UP QUESTIONS
IF
S14f.
4125
4126
4127
4128
4725
4726
4727
4728
R14f.
R14f.
R14f.
R14f.
S14f.
S14f.
S14f.
S14f.
APPLICABLE.) (ONLY ASKED IF R SE)
How is (he/she) paid? Is (he/she) paid a regular
salary or wages, does (he/she) receive a portion of
the net earnings, or what? (CHECK ALL THAT APPLY AND
ASK BOTH FOLLOW UP QUESTIONS IF APPLICABLE.)
(ONLY ASKED IF SPOUSE SE)
A. SALARY
B. WAGES
C. NET EARNINGS
D. OTHER
A. SALARY
B. WAGES
C. NET EARNINGS
D. OTHER
1.
5.
2.
CHECKED
NOT CHECKED
Commission (4128/4728 only)
0.
Inap. (No spouse, not currently working, not
self-employed)
For the public-use dataset, Commission (2) is combined
with responses in 1.
4112
job?
R8.
About how much do you earn before taxes on your main
(Is that per hour, week, month, year, or what?) (R NOT
SE)
R14g.
4712
S8.
S14g.
How much in salary or wages are you paid before taxes?
(R SE -- NOT ANSWERED UNLESS 4125/6 = 1)
About how much does (he/she) earn before taxes on
(his/ her) main job? (Is that per hour, week,
month, year, or what?) (S NOT SE)
How much in salary or wages is (he/she) paid before
taxes? (S SE -- NOT ANSWERED UNLESS 4725/6 = 1)
)
Code actual amount
-1. Zero; take no pay out of business
0. Inap. (No spouse, not currently working)
4113
4713
R8.
R14g.
S8.
S14g.
PER
PER
PER
PER
1.
2.
3.
4.
5.
6.
-7.
8.
0.
4131
R14h.
(R
(R
(S
(S
NOT SE)
SE)
NOT SE)
SE)
Day
Week
Biweekly
Month
Quarter
Year
Other
Wages per hour edited to $ per week
Inap. (No spouse, not currently working)
(In addition to regular salary,) how much do you
personally earn from the business before taxes? (What
did
4731
you earn in 1988?) (ONLY ASKED IF R SE)
S14h. (In addition to regular salary,) how much does (he/she)
personally earn from the business before taxes? (What
did
(he/she) earn in 1988?) (ONLY ASKED IF S SE)
Code actual amount
-1. Zero; none in 1988
0. Inap. (No spouse, not currently working, not
self-employed, no non-wage/salary income from job)
4132
4732
R14h.
S14h.
PER (ONLY ASKED IF R SE)
PER (ONLY ASKED IF S SE)
1.
2.
3.
4.
5.
6.
-7.
0.
4114
R9.
Day
Week
Biweekly
Month
Quarter
Year
Other
Inap. (No spouse, not currently working, not
self-employed, no non-wage/salary income from job)
About how many employees work for this company or
organization, including all locations? (Is it fewer
than
4714
S9.
10, 10 to 19, 20 to 99, 100 to 499, or 500 or more?)
(ONLY ASKED FOR R NOT SE; INFERRED FROM SECTION M
WHERE POSSIBLE; OTHERWISE, IMPUTED)
About how many employees work for this company or
organization, including all locations? (Is it fewer
than
10, 10 to 19, 20 to 99, 100 to 499, or 500 or more?)
(ONLY ASKED FOR S NOT SE; INFERRED FROM SECTION M
WHERE POSSIBLE; OTHERWISE, IMPUTED)
1.
2.
3.
4.
5.
0.
4115
employer?
R10.
R14b.
4715
S10.
S14b.
(himself/herself/
LESS THAN 10
10 TO 19
20 TO 99
100 TO 499
500 OR MORE
Inap. (No spouse, not currently working)
How many years in total have you worked for this
(R NOT SE)
How many years have you worked for (yourself/this
business)? (R SE)
How many years in total has (he/she) worked for this
employer? (S NOT SE)
How many years has (he/she) worked for
this business)? (S SE)
Code # YEARS
1. ONE YEAR OR LESS
0. Inap. (No spouse, not currently working)
For the public-use dataset, the number of years with
the current employer is top-coded at 50.
4116
this
R11.
How many years do you expect to continue working for
R14c.
employer? (ACCEPT RANGE.) (R NOT SE)
About how many years do you expect to continue working
S11.
(yourself/this business)? ACCEPT RANGE (R SE)
How many years does (he/she) expect to continue
for
4716
working
S14c.
for this employer? (ACCEPT RANGE.) (S NOT SE)
About how many years does (he/she) expect to continue
working for (himself/herself/this business)? ACCEPT
RANGE
(S SE)
Code # YEARS
-1. NEVER STOP
0. Inap. (No spouse, not currently working)
4117
R12.
Are you covered on this job by a union or employeeassociation contract? (R NOT SE)
R14j. Are you covered on this job by a union or employeeassociation contract? (R SE)
S12. Is (he/she) covered on this job by a union or employee
association contract? (S NOT SE)
S14j. Is (he/she) covered on this job by a union or employee
association contract? (R SE)
1. YES
5. NO
0. Inap. (No spouse, not currently working)
4717
INFORMATION LINKED FROM 1989 CURRENT POPULATION SURVEY BY OCCUPATION CODE
8112 (R)
8113 (S)
R:
Average for occupation group of fraction of last 52
weeks worked; multipled by 10,000
8114 (R)
8115 (S)
R:
Average for occupation group of hours worked per week
in 1989
8116 (R)
8117 (S)
R:
Fraction of occupartion group unemployed in 1989;
multiplied by 10,000
8169 (R)
8170 (S)
R:
Unconditional mean wage for occupation group in 1989
For each occupation group, regressions were run separately for
males and females of the log of annualized wages on a constant,
a spline on age (AGE, MAX(0, AGE-35), MAX(0,AGE-55)), a dummy
variable for part-time employemnt (1 = working 20 or fewer hours
per week), a dummy variable for self-employment (1 = selfemployed), a dummy for race (1 = Hispanic or non-white), and
dummy variables for years of education (1 = : 12 years of
education, more than 13 to 15 years of education, 16 years of
education, more than 16 years of education). If there were
too few people in a CPS 3-digit occupation group, either the SCF
case was matched to a neighboring occupation group, or the match
was made at the level of the 2-digit occupation code. Some of
the model coefficients may be identically zero where there are
too few cases in the appropriate cells in the CPS to identify the
coefficients.
8105 (R)
8106 (S)
R:
Intercept
8099 (R)
8100 (S)
R:
Coefficient of AGE
8101 (R)
8102 (S)
R:
Coefficient of MAX(0,AGE-35)
8103 (R)
8104 (S)
R:
Coefficient of MAX(0,AGE-55)
8318 (R)
8319 (S)
R:
Coefficient of dummy for part-time employment
8320 (R)
8321 (S)
R:
Coefficient of dummy for self-emlpoyment
8322 (R)
8323 (S)
R:
Coefficient of dummy for Hispanic or nonwhite
8324 (R)
8325 (S)
R:
Coefficient of dummy for 12 years of education
8326 (R)
8327 (S)
R:
Coefficient of dummy for 13 to 15 years of education
8328 (R)
8329 (S)
R:
Coefficient of dummy for 16 years of education
8330 (R)
education
8331 (S)
R:
Coefficient of dummy for more than 16 years of
8107 (R)
8108 (S)
R:
Standard error log regression
8109 (R)
8111 (S)
R:
Annualized level of expected income from regression
(corrected for non-zero expectation of error term
for level)
----------------------------------------------------------------------------
CURRENT JOB PENSIONS
---------------------------------------------------------------------------4135
some
R15.
Many employers have pension or retirement plans, and
provide tax-deferred plans such as thrift, savings,
401K's, profit sharing, or stock ownership plans. Are
you
included in any pension or retirement plans, or in any
tax-deferred savings plans on this job? (DO NOT
INCLUDE
SOCIAL SECURITY.)
IF R MENTIONS IRA OR KEOGH PLANS, NOTE IN MARGIN AND
SAY:
"We covered those earlier in the interview. Here, I
just
want to find out about other plans operated through
your
R14k.
employer." (R NOT SE)
Aside from IRA or Keogh plans, are you included in any
pension plans or tax-deferred savings plans through
(your
4735
some
S15.
work/the business)? (R SE)
Many employers have pension or retirement plans, and
provide tax deferred plans such as thrift, savings,
401K's, profit sharing, or stock ownership plans. Is
(he/she) included in any pension or retirement plans,
or in any tax deferred savings plans on this job?
(DO NOT INCLUDE SOCIAL SECURITY.)
IF R MENTIONS IRA OR KEOGH PLANS, NOTE IN MARGIN AND
SAY:
"We covered those earlier in the interview. Here, I
just
S14k.
want to find out about other plans operated through
(his/her) employer." (S NOT SE)
Aside from IRA or Keogh plans, is (he/she) included
in any pension plans or tax deferred savings plans
through [(his/her) work/the business? (S SE)
1.
5.
0.
4136
R16.
4736
S16.
YES
NO
Inap. (No spouse, not currently working)
Does your employer offer any such plans?
(ONLY ASKED IF R NOT SE)
Does (his/her) employer offer any such plans?
(ONLY ASKED IF SP NOT SE)
1.
5.
0.
YES
NO
Inap. (No spouse, not currently working,
included in pension plan on main job, selfemployed)
4137
4737
plans?
R16a.
Are you eligible to be included in any of these plans?
(ONLY ASKED IF R NOT SE)
S16a. Is (he/she) eligible to be included in any of these
(ONLY ASKED IF SP NOT SE)
1.
5.
0.
YES
NO
Inap. (No spouse, not currently working,
included in pension plan on main job, self-
employed,
plan not offered)
4138
R16b.
4738
work
S16b.
Will you be eligible if you continue to work for this
employer? (ONLY ASKED IF R NOT SE)
Will (he/she) be eligible if (he/she) continues to
for this employer? (ONLY ASKED IF SP NOT SE)
1.
3.
5.
0.
YES
DEPENDS
NO
Inap. (No spouse, not currently working,
included in pension plan on main job, self-
employed,
plan not offered, eligible to be included in
plan)
4139
included
R17.
In how many different plans of this sort are you
4739
S17.
on this job? (ONLY ASKED IF R NOT SE)
In how many different plans of this sort is (he/she)
included on this job? (ONLY ASKED IF SP NOT SE)
Code # PLANS
0. Inap. (No spouse, not currently working,
not included in pension plan on main job)
4140
R17a.
4740
S17a.
Are you currently receiving benefit payments from any
retirement plans from this job?
Is (he/she) currently receiving benefit payments
from any retirement plans from this job?
1.
5.
0.
YES
NO
Inap. (No spouse, not currently working,
not included in pension plan on main job)
4141
R17b.
I'll ask about the benefits later. Are there any
retirement or savings plans from this job where you
are
4741
S17b.
not yet drawing benefit payments?
I'll ask about the benefits later. Are there any
retirement or savings plans from this job where
(he/she)
are not yet drawing benefit payments?
1.
5.
0.
4201
R17c./R18.
4801
SOME
S17c./S18.
YES
NO
Inap. (No spouse, not currently working,
not included in pension plan on main job, not
receiving benefits from any plans on main job)
How many
PLANS ON
INFERRED
How many
such plans do you have? (ASKED IF SOME
MAIN JOB NOT CURRENLY PAYING BENEFITS,
FOR OTHER CASES WITH PLANS)
such plans does (he/she) have? (ASKED IF
PLANS ON MAIN JOB NOT CURRENLY PAYING BENEFITS,
INFERRED FOR OTHER CASES WITH PLANS)
Code # PLANS--NOT YET RECEIVING BENEFITS
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job)
4202(1)
plans,
4302(2)
4402(3)
R19.
(Is this/About the (next) most important of these
is it) a pension or retirement plan, or a tax-deferred
savings plan of some sort? (IF R ASKS: 401-K, 403-B,
ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING ARE
ALL
4802(1)
plans,
4902(2)
5002(3)
S19.
TAX-DEFERRED SAVINGS PLANS.)
(Is this/About the (next) most important of these
is it) a pension or retirement plan, or a tax-deferred
savings plan of some sort? (IF R ASKS: 401 K, 403 B,
ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING ARE
ALL
TAX DEFERRED SAVINGS PLANS.)
1.
2.
-7.
0.
PENSION OR RETIREMENT
TAX-DEFERRED SAVINGS
OTHER
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans)
4203(1)
plan
4303(2)
plan,
4403(3)
a
R20.
(RB, P. 12) I would like to know what general type of
this is.
(In the most common pension or retirement
Type A, the amount of the benefit is usually based on
formula involving age, years of service and salary.
In
other plans, Type B, money is accumulated in an
account
for you until your retirement.)
Is your (first/next)
plan
4803(1)
plan
4903(2)
plan,
5003(3)
a
S20.
like Type A or Type B? ("2" FILLED IN HERE IF R19=2)
(RB, P. 12) I would like to know what general type of
this is.
(In the most common pension or retirement
Type A, the amount of the benefit is usually based on
formula involving age, years of service and salary.
In
other plans, Type B, money is accumulated in an
account
for you until your retirement.)
Is (his/her)
(first/next)
plan like Type A or Type B? ("2" FILLED IN HERE IF
S19=2)
1.
2.
3.
0.
TYPE A (FORMULA)
TYPE B (ACCOUNT)
BOTH A & B
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans)
FORMULA-TYPE PENSIONS AND MIXTURE PLANS
4204(1)
R21.
where
4304(2)
4404(3)
4804(1)
S21.
accumulated
4904(2)
5004(3)
(Not using the booklet.)
For that part of your plan
money is accumulated in an account, how much is in the
account?
For that part of (his/her) plan where money is
in an account, how much is in the account?
Code actual amount
-1. Zero; nothing yet
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like both types A
and B)
4205(1)
4305(2)
4405(3)
4805(1)
plan?
4905(2)
5005(3)
R22.
S22.
Do you currently make contributions to this plan?
(IF R ASKS: INCLUDE CONTRIBUTIONS THROUGH SALARY
DEDUCTIONS, UNION DUES OR OTHER SOURCES)
Does (he/she) currently make contributions to this
(IF R ASKS: INCLUDE CONTRIBUTIONS THROUGH SALARY
DEDUCTIONS, UNION DUES OR OTHER SOURCES)
1.
5.
0.
4206(1)
or
4306(2)
4406(3)
4806(1)
4906(2)
PERCENT
5006(3)
R23.
YES
NO
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type A/A&B)
What percent of your pay or amount of money per month
year do you currently contribute?--PERCENT
S23.
What percent of (his/her) pay or amount of money per
month or year does (he/she) currently contribute?
Code PERCENT to 2 decimal places
-7. Percent calculated from lump sum amount
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type A/A&B,
R/S does not make contributions)
4207(1)
or
4307(2)
4407(3)
4807(1)
month
4907(2)
5007(3)
R23.
What percent of your pay or amount of money per month
year do you currently contribute?--AMOUNT
S23.
What percent of (his/her) pay or amount of money per
or year does (he/she) currently contribute?
AMOUNT
Code actual amount
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type A/A&B,
R/S does not make contributions)
4208(1)
4308(2)
4408(3)
4808(1)
4908(2)
5008(3)
R23.
PER
S23.
PER
1.
2.
3.
4.
5.
6.
-7.
0.
4209(1)
from
4309(2)
4409(3)
4809(1)
4909(2)
5009(3)
R24.
Day
Week
Biweekly
Month
Quarter
Year
Other
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type A/A&B
R/S does not make contributions)
At what age do you expect to start receiving benefits
this plan?
S24.
At what age does (he/she) expect to start receiving
benefits from this plan?
Code AGE
-1. DON'T EXPECT BENEFITS
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type A/A&B)
4210(1)
R25.
a
4310(2)
per
4410(3)
4810(1)
S25.
4910(2)
retirement,
5010(3)
About how much do you expect your benefits to be?
(As
proportion of your pay at retirement, or as an amount
month or year when you start receiving them?)--AMOUNT
About how much does (he/she) expect (his/her) benefits
to be? [As a proportion of (his/her) pay at
or as an amount per month or year when (he/she) starts
receiving them?]
Code actual amount
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type A/A&B, R/S
does not expect benefits)
4211(1)
4311(2)
4411(3)
4811(1)
4911(2)
5011(3)
R25.
PER
S25.
PER
1.
2.
3.
4.
5.
6.
-7.
8.
0.
4212(1)
R25.
a
4312(2)
per
4412(3)
4812(1)
S25.
4912(2)
retirement,
5012(3)
Day
Week
Biweekly
Month
Quarter
Year
Other
Lump sum; one payment only
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type A/A&B, R/S
does not expect benefits)
About how much do you expect your benefits to be?
(As
proportion of your pay at retirement, or as an amount
month or year when you start receiving them?)--PERCENT
About how much does (he/she) expect (his/her) benefits
to be? [As a proportion of (his/her) pay at
or as an amount per month or year when (he/she) starts
receiving them?] PERCENT
Code PERCENT to 2 decimal places
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type A/A&B, R/S
does not expect benefits)
4213(1)
now,
4313(2)
4413(3)
get a
R26.
If you were to (leave this job/sell this business)
would you start receiving a monthly or annual pension
benefit now, would you receive one later, would you
cash settlement now, would you get nothing or what?
(IF R
4813(1)
business)
4913(2)
annual
5013(3)
S26.
SAYS "ROLL OVER" MARK "CASH SETTLEMENT".)
If (he/she) were to (leave this job/sell this
now, would (he/she) start receiving a monthly or
pension benefit now, would (he/she) receive one later,
would (he/she) get a cash settlement now, would
(he/she)
get nothing or what?
(IF R SAYS "ROLL OVER" MARK
"CASH
SETTLEMENT".)
1.
2.
3.
4.
-7.
0.
4214(1)
4314(2)
4414(3)
4914(1)
4914(2)
5014(3)
R26a.
S26a.
Monthly or annual BENEFIT NOW
Monthly or annual BENEFIT LATER
If multiple
checks, code
smallest #
checked.
CASH SETTLEMENT now; "Roll Over"
NOTHING
OTHER incl. any combinations; "lump sum later"
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type A/A&B)
About how much per month would you receive?
About how much per month would (he/she) receive?
Code $ amount
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type A/A&B,
if R/S left job now would get cash settlement/
nothing/other)
ACCOUNT-TYPE PENSIONS
4216(1)
it
4316(2)
plan, a
4416(3)
4816(1)
it
4916(2)
plan, a
5016(3)
R28.
(Could you tell me a little more about this plan?)
Is
a thrift or savings plan, a 401K, a profit-sharing
S28.
stock purchase plan or what?
(Could you tell me a little more about this plan?) Is
a thrift or savings plan, a 401K, a profit sharing
stock purchase plan or what?
1.
2.
3.
4.
5.
11.
-7.
THRIFT OR SAVINGS; "Savings and Investment plan"
401k/403b/SRA
PROFIT SHARING
STOCK PURCHASE, ESOP (Employee Stock Option Plan)
Annuity; "insurance co."
IRA; IRA/SEP
OTHER
0.
4217(1)
in
4317(2)
SAME
4417(3)
4817(1)
included
4917(2)
SAME
5017(3)
R29.
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B)
For how many years altogether have you been included
this plan? (INCLUDE YEARS WITH OTHER EMPLOYERS, IF
S29.
PLAN.)
For how many years altogether has (he/she) been
in this plan? (INCLUDE YEARS WITH OTHER EMPLOYERS, IF
PLAN.)
Code # YEARS
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B)
4218(1)
R30.
contributions
4318(2)
4418(3)
4818(1)
S30.
4918(2)
5018(3)
(Does your employer/Does the business) make
to this plan?
[Does (his/her) employer/Does the business] make
contributions to this plan?
1.
5.
0.
4219(1)
or
4319(2)
4419(3)
4819(1)
4919(2)
5019(3)
YES
NO
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B)
R30a.
What percent of your pay or amount of money per month
S30a.
year does (your employer/the business) contribute?-PERCENT
What percent of (his/her) pay or amount of money per
month or year does [(his/her) employer/the business]
contribute? PERCENT
Code PERCENT to 2 decimal places
-7. Percent calculated from lump sum amount
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B,
employer does not contribute to plan)
4220(1)
or
4320(2)
4420(3)
4820(1)
4920(2)
5020(3)
R30a.
What percent of your pay or amount of money per month
S30a.
year does (your employer/the business) contribute?-AMOUNT
What percent of (his/her) pay or amount of money per
month or year does [(his/her) employer/the business]
contribute? AMOUNT
Code actual amount
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B,
employer does not contribute to plan)
4221(1)
4321(2)
4421(3)
4821(1)
4921(2)
5021(3)
R30a.
PER
S30a.
PER
1.
2.
3.
4.
5.
6.
-7.
0.
4222(1)
R
4322(2)
4422(3)
4822(1)
plan?
4922(2)
5022(3)
Day
Week
Biweekly
Month
Quarter
Year
Other
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B,
employer does not contribute to plan)
R31.
Do you currently make contributions to this plan? (IF
S31.
ASKS: INCLUDE CONTRIBUTIONS THROUGH SALARY DEDUCTIONS,
UNION DUES, OR OTHER SOURCES.)
Does (he/she) currently make contributions to this
(IF R ASKS: INCLUDE CONTRIBUTIONS THROUGH SALARY
DEDUCTIONS, UNION DUES, OR OTHER SOURCES.)
1.
5.
0.
YES
NO
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B)
4223(1)
or
4323(2)
4423(3)
4823(1)
month
4923(2)
5023(3)
R31a.
What percent of your pay or amount of money per month
year do you currently contribute?--PERCENT
S31a.
What percent of (his/her) pay or amount of money per
or year does (he/she) currently contribute?
PERCENT
Code PERCENT to 2 decimal places
-7. Percent calculated from lump sum amount
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B,
R/S does not contribute to plan)
4224(1)
or
4324(2)
4424(3)
4824(1)
month
4924(2)
5024(3)
R31a.
What percent of your pay or amount of money per month
year do you currently contribute?--AMOUNT
S31a.
What percent of (his/her) pay or amount of money per
or year does (he/she) currently contribute?
AMOUNT
Code actual amount
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B,
R/S does not contribute to plan)
4225(1)
4325(2)
4425(3)
4825(1)
4925(2)
5025(3)
R31a.
PER
S31a.
PER
1.
2.
3.
4.
5.
6.
-7.
0.
Day
Week
Biweekly
Month
Quarter
Year
Other
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B,
R/S does not contribute to plan)
4226(1)
4326(2)
4426(3)
4826(1)
present?
4926(2)
5026(3)
R32.
Roughly how much money is in your account at present?
S32.
Roughly how much money is in (his/her) account at
Code actual amount
-1. Zero; none yet
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B)
4227(1)
4327(2)
4427(3)
4827(1)
4927(2)
5027(3)
R33.
Can you borrow against that account?
S33.
Can (he/she) borrow against that account?
1.
5.
0.
4228(1)
4328(2)
4428(3)
4828(1)
account?
4929(2)
5028(3)
R34.
Do you currently have a loan against that account?
S34.
Does (he/she) currently have a loan against that
1.
5.
0.
4229(1)
4329(2)
4429(3)
4829(1)
4929(2)
5029(3)
YES
NO
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B)
R34a.
S34a.
YES
NO
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B,
cannot borrow aginst account)
What is the amount of the loan balance?
What is the amount of the loan balance?
Code actual amount
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B,
cannot borrow against account, no loan against
account)
4230(1)
4330(2)
4430(3)
4830(1)
4930(2)
5030(3)
R34b.
Did you tell me about this loan earlier?
S34b.
Did you tell me about this loan earlier?
1.
5.
0.
4231(1)
withdraw
4331(2)
IF
4431(3)
4831(1)
(he/she)
4931(2)
"YES"
5031(3)
R35.
If you needed money in an emergency, could you
some of the funds in that account?
S35.
(CHECK "YES" EVEN
WITHDRAWAL INVOLVES PENALTY.)
If (he/she) needed money in an emergency, could
withdraw some of the funds in that account?
(CHECK
WITHDRAWAL INVOLVES PENALTY.)
1.
5.
0.
4232(1)
4332(2)
4432(3)
4832(1)
4932(2)
money
5032(3)
YES
NO
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B,
cannot borrow against account, no loan against
account)
R36.
S36.
YES
NO
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B)
If you were to (leave this job/sell the business) now,
would you lose all, some, or none of the money in this
account?
If (he/she) were to (leave this job/sell the business)
now, would (he/she) lose all, some, or none of the
in this account?
1.
3.
5.
-7.
0.
ALL
SOME
NONE
OTHER
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B)
4233(1)
4333(2)
4433(3)
4833(1)
4933(2)
5033(3)
R36a.
S36a.
What proportion would
(ASKED IF R36=SOME OR
OR NONE)
What proportion would
(ASKED IF S36=SOME OR
OR NONE)
you lose?
OTHER, FILLED IN IF R36=ALL
(he/she) lose?
OTHER, FILLED IN IF S36=ALL
Code PERCENT to 2 decimal places
-7. Other including $ amount
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B)
4234(1)
in
4334(2)
4434(3)
4834(1)
in
4934(2)
5034(3)
R37.
How is the money in this account invested? Is it mostly
S37.
stocks, mostly in interest earning assets, is it split
between these, or what?
How is the money in this account invested? Is it mostly
stocks, mostly in interest earning assets, is it split
between these, or what?
1.
2.
3.
-7.
0.
4436
R39.
MOSTLY OR ALL STOCK
MOSTLY OR ALL INTEREST EARNING
SPLIT
OTHER
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, plan not like type B)
(IF 4 OR MORE) Altogether how much do you have in your
account balance(s) for any other pension plans or
savings
5036
S39.
plan(s) from this job?
(IF 4 OR MORE) Altogether how much does (he/she) have
in (his/her) account balance(s) for any other pension
plans
or savings plan(s) from this job?
Code actual amount
-1. NOTHING
0. Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans)
4437
to
4438
this
R39a.
5037
5038
plan(s)
S39a.
Altogether, what other benefit payments do you expect
receive from (this/these) other pension plan(s) from
job?
Altogether, what other benefit payments does (he/she)
expect to receive from (this/these) other pension
from this job?
-1.
-7.
0.
NONE
OTHER
Inap. (No spouse, not currently working,
not included in pension plan on main job,
receiving benefits from all plans on main job,
no further plans, account balance given at R/S39)
---------------------------------------------------------------------------SECOND JOBS
---------------------------------------------------------------------------4501
second
R40.
Are you doing any other work for pay now, such as a
job, the military reserves, or (another) business of
your
5101
a
S40.
own?
Is (he/she) doing any other work for pay now, such as
second job, the military reserves, or (another)
business
of (his/her) own?
1.
5.
0.
R40a.
4502
4503
Guard
R40a.
R40a.
4504
4505
R40a.
R40a.
S40a.
5102
S40a.
YES
NO
Inap. (No spouse, not currently working)
Is this a second job, the military reserves, your own
business, or what? (CHECK ALL THAT APPLY.)
A. SECOND JOB
B. MILITARY (Reserves including Cost Guard, National
Service)
C. BUSINESS
D. OTHER:
Is this a second job, the military reserves, (his/her)
own business, or what? (CHECK ALL THAT APPLY.)
A. SECOND JOB
5103
Guard
S40a.
B. MILITARY (Reserves including Cost Guard, National
5104
5105
S40a.
S40a.
Service)
C. BUSINESS
D. OTHER:
1.
5.
0.
4506
R40b.
5106
S40b.
Checked
Not checked
Inap. (No spouse, not currently working, no
second job)
IWER: IF BUSINESS IS ONE OF THE BUSINESSES REPORTED IN
SECTION M, MARK BOX.
IWER: IF BUSINESS IS ONE OF THE BUSINESSES REPORTED IN
SECTION M, MARK BOX.
Precoded by Editor in green
1.
This job associated with Bus #1 at M5a
2.
"
"
"
"
Bus #2 "
"
3.
"
"
"
"
Bus #3 "
"
4.
This job is associated with business listed at
M5a,
BUT it is a) a business beyond #3 (at M19a-c) or
(b)
5.
associated with more than one M5a business or
(c) NA which business
Job not associated with a business at M5a-M19c
or a
property at E5; NO businesses listed in M5a-M19c
and
6.
no properties listed at E15
(Not codeable in 1-4) R's "second" job is
associated
0.
with a property in Section E
Inap. (No spouse, not currently working, no
second job)
4507
normal
R41.
How many hours do you work on these other jobs in a
5107
in a
S41.
week?
How many hours does (he/she) work on these other jobs
normal week?
Code # HOURS
-2. 95 hours or more; "all the time"; "24 hours a
day"
-1.
0.
None; hours accounted for in main job
Inap. (No spouse, not currently working, no
second job)
4508
weeks
R42.
Counting paid vacations as weeks of work, how many
5108
weeks
S42.
do you work on these other jobs in a normal year?
Counting paid vacations as weeks of work, how many
does (he/she) work on these other jobs in a normal
year?
Code # WEEKS
0. Inap. (No spouse, not currently working, no
second job)
4509
other
R43.
About how much do you earn before taxes from these
5109
S43.
jobs? (Is that per hour, week, month, year, or what?)
About how much does (he/she) earn before taxes from
these other jobs? (Is that per hour, week, month,
year,
or what?)
Code actual amount
-1. Zero; Nothing yet; Unpaid work in family
business/farm
0. Inap. (No spouse, not currently working, no
second job)
4510
5110
R43.
R43.
PER
PER
1.
2.
3.
4.
5.
6.
-7.
8.
0.
4511
R44.
Day
Week
Biweekly
Month
Quarter
Year
Other
Wages per hour edited to $ per week
Inap. (No spouse, not currently working, no
second job)
Thinking about all your current work for pay, do you
consider yourself to be working full-time or part-
time?
(IF R IS LAID OFF OR A SEASONAL WORKER, ASK ABOUT
"JOBS
5111
S44.
WHEN R IS WORKING".)
Thinking about all (his/her) current work for pay,
does(he/she) consider (himself/herself) to be working
full-time or part-time? (IF S IS LAID OFF OR A
SEASONAL
WORKER, ASK ABOUT "JOBS WHEN S IS WORKING".)
1.
2.
0.
FULL-TIME
PART-TIME
Inap. (No spouse, not currently working)
---------------------------------------------------------------------------WORK HISTORY
The questions on employment history were asked directly of new
survey respondents. For households in the panel sample, the
answers to these questions has been inferred from the 1983 and 1986
data .
---------------------------------------------------------------------------WORK HISTORY FOR THOSE CURRENTLY WORKING FULL-TIME
4512
past
R45.
(READ SLOWLY:)
Now I have a few questions about your
jobs. Including any periods of self-employment, the
military, and your current job, since you were 18, how
many years have you worked full-time for all or most
of
5112
S45.
the year? (Roughly how many years?)
(READ SLOWLY:) Now I have a few questions about
(his/her)past jobs. Including any periods of selfemployment, themilitary, and (his/her) current job,
since (he/she) was18, how many years has (he/she)
worked full-time for all or most of the year?
(Roughly how many years?)
Code # YEARS
-1. NONE
0. Inap. (No spouse, R/S44 not full-time)
4513
for
R45a.
Including any self-employment and your current job,
how many different employers have you worked in full-
time
5113
job,
S45a.
jobs lasting one year or more?
(If R has worked on current job less than a year -coded as 1 -- R45a can be 0 or 1.)
Including any selfemployment and (his/her) current
for how many different employers has (he/she) worked
in
full-time jobs lasting one year or more?
(If S has worked on current job less than a year -coded as 1 -- S45a can be 0 or 1.)
Code # EMPLOYERS
-1. None; not yet worked a full time year
0.
Inap. (No spouse, R/S44 not full-time)
4514
a
R45b.
Now, not counting your current job, have you ever had
5114
ever
S45b.
full-time job that lasted for three years or more?
Now, not counting (his/her) current job, has (he/she)
had a full-time job that lasted for three years or
more?
1.
5.
0.
4515
Did
5115
R45c.
YES
NO
Inap. (No spouse, R/S44 not full-time, no past
job of 3 or more years)
I want to know about the longest such job you had.
you work for someone else, were you self-employed, or
what?
S45c. I want to know about the longest such job (he/she) had.
Did (he/she) work for someone else, was (he/she) selfemployed, or what?
1.
2.
-7.
0.
SOMEONE ELSE
SELF-EMPLOYED
Other
Inap. (No spouse, R/S44 not full-time, no past
job of 3 or more years)
4516
job?
R45d.
What sort of work were you doing when you left that
5116
left
S45d.
(Tell me a little more about what you did.)
What sort of work was (he/she) doing when (he/she)
that job?
(Tell me a little more about what [he/she]
did.)
Code 3-digit 1970 Census OCCUPATION Code
0. Inap. (No spouse, R/S44 not full-time, no past
jobs of 3 or more years)
7405 (R)
7415 (S)
R:
1980 occupation code
Code 3-digit 1980 Census OCCUPATION Code
0. Inap. (No spouse, R/S44 not full-time, no past
jobs of 3 or more years)
4517
that
R45e.
What kind of business or industry did you work in --
5117
S45e.
is, what did they make or do at the place where you
worked?
What kind of business or industry did (he/she) work in
-- that is, what did they make or do at the place
where
(he/she) worked?
Code 3-digit 1970 Census INDUSTRY Code
0. Inap. (No spouse, R/S44 not full-time, no past
jobs of 3 or more years)
7406 (R)
7416 (S)
R:
1980 industry code
Code 3-digit 1980 Census INDUSTRY Code
0. Inap. (No spouse, R/S44 not full-time, no past
jobs of 3 or more years)
4518
5118
4519
5119
R45f.
S45f.
When did you start working at that job?
When did (he/she) start working at that job?
Code YEAR
0. Inap. (No spouse, R/S44 not full-time, no past
jobs of 3 or more years)
R45g. When did you stop working at that job?
S45g. When did (he/she) stop working at that job?
Code YEAR
-1. Didn't stop; still working in this job
0. Inap. (No spouse, R/S44 not full-time, no past
jobs of 3 or more years)
4520
what?)
5120
R45h. About how much were you earning before taxes when you
stopped? (Is that per hour, week, month, year, or
S45h. About how much was (he/she) earning before taxes when
(he/she) stopped? (Is that per hour, week, month,
year,
or what?)
Code actual amount
0. Inap. (No spouse, R/S44 not full-time, no past
jobs of 3 or more years)
4521
5121
R45h.
S45h.
PER
PER
1.
2.
3.
Day
Week
Biweekly
4.
5.
6.
-7.
8.
0.
4522
5122
(he/she)
Month
Quarter
Year
Other
Wages per hour edited to $ per week
Inap. (No spouse, R/S44 not full-time, no past
jobs of 3 or more years)
R45j.
Since you were 18, have there been years when you only
worked part-time for all or most of the year?
S45j. Since (he/she) was 18, have there been years when
only worked part-time for all or most of the year?
1.
5.
0.
YES
NO
Inap. (No spouse, R/S44 not full-time)
4523
for
R45k.
About how many years in total did you work part-time
5123
time
S45k.
all or most of the year?
About how many years in total did (he/she) work partfor all or most of the year?
Code # YEARS
-1. None
0. Inap. (No spouse, R/S44 not full-time, never
worked part-time for most of a year)
4524
R45m.
5124
to
S45m.
Thinking now of the future, when do you expect to stop
working full-time?
Thinking now of the future, when does (he/she) expect
stop working full-time?
Code YEARS
-1. NEVER STOP
0. Inap. (No spouse, R/S44 not full-time)
4525
5125
R45n.
S45n.
Do you expect to work part-time after that?
Does (he/she) expect to work part-time after that?
1.
5.
0.
4526
R45p.
YES
NO
Inap. (No spouse, R/S44 not full-time, never
expects to stop working full-time)
When do you expect to stop working altogether?
5126
S45p.
When does (he/she) expect to stop working altogether?
Code YEARS
-1. NEVER STOP
0. Inap. (No spouse, R/S44 not full-time, never
expects to stop working full-time, does not
expect to work part-time after ending full-time
work)
WORK HISTORY FOR THOSE CURRENTLY WORKING PART-TIME
4527
R46.
Now I have a few questions about your past jobs.
Including any periods of self-employment, the
military,
and your current job, since you were 18, about how
many
years in total have you worked part-time for all or
most
5127
S46.
of the year? (Roughly how many years?)
Now I have a few questions about (his/her) past jobs.
Including any periods of self-employment, the
military,
and (his/her) current job, since (he/she) was 18,
about
how many years in total has (he/she) worked part-time
for
all or most of the year?
(Roughly how many years?)
Code # YEARS
-1. LESS THAN 1 YEAR
0. Inap. (No spouse, R/S44 not part-time)
4528
pay
R46a.
Since you were 18, have you ever worked full-time for
5128
fulltime
S46a.
--including any self-employment and the military?
Since (he/she) was 18, has (he/she) ever worked
for pay -- including any selfemployment and the
military?
1.
5.
0.
YES
NO
Inap. (No spouse, R/S44 not part-time)
4529
most
R46b.
How many years have you worked full-time for all or
5129
or
S46b.
of the year? (Roughly how many years?)
How many years has (he/she) worked full-time for all
most of the year?
(Roughly how many years?)
Code # YEARS
-1. None
0. Inap. (No spouse, R/S44 not part-time, never
worked full-time)
4530
5130
R46c.
INTERVIEWER CHECKPOINT
1.
2.
0.
4531
5131
R46d.
S46d.
R HAS WORKED AT LEAST 5 YEARS FULL-TIME OR DK
ALL OTHERS
Inap. (No spouse, R/S44 not part-time, never
worked full-time)
When did you last work full time for pay?
When did (he/she) last work full time for pay?
Code YEAR
0. Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time 5 or more
years)
4532
(Is
R46e.
About how much did you earn before taxes that year?
5132
year?
S46e.
that per hour, week, month, year, or what?)
About how much did (he/she) earn before taxes that
(Is that per hour, week, month, year, or what?)
Code actual amount
0. Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time 5 or more
years)
4533
5133
R46e.
S46e.
PER
PER
1.
2.
3.
4.
5.
6.
-7.
8.
0.
Day
Week
Biweekly
Month
Quarter
Year
Other
Wages per hour edited to $ per week
Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time 5 or more
years)
4534
for
R46f.
Including any self-employment and your current job,
how many different employers have you worked in fulltime
5134
S46f.
jobs lasting one year or more?
Including any self-employment and (his/her) current
job,for how many different employers has (he/she)
worked
in full-time jobs lasting one year or more?
Code # EMPLOYERS
-1. None
0. Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time fewer than
5 years)
4535
R46g.
I want to know about the longest full-time job you had.
Did you work for someone else, were you self-employed,
or
5135
S46g.
(he/she)had.
what?
I want to know about the longest fulltime job
Did (he/she) work for someone else, was (he/she)
self-employed, or what?
1.
2.
-7.
0.
SOMEONE ELSE
SELF-EMPLOYED
OTHER
Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time fewer than
5 years)
4536
job?
R46h.
What sort of work were you doing when you left that
5136
left
S46h.
(Tell me a little more about what you did.)
What sort of work was (he/she) doing when (he/she)
that job? (Tell me a little more about what [he/she]
did.)
Code 3-digit 1970 Census OCCUPATION Code
0. Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time fewer than
5 years)
7407 (R)
7417 (S)
R:
1980 occupation code
Code 3-digit 1980 Census OCCUPATION Code
0. Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time fewer than
5 years)
4537
that
5137
R46i.
What kind of business or industry did you work in --
S46i.
is, what did they make or do at the place where you
worked?
What kind of business or industry did (he/she) work in
that is, what did they make or do at the place where
(he/she) worked?
Code 3-digit 1970 Census INDUSTRY Code
0. Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time fewer than
5 years)
7408 (R)
7418 (S)
R:
1980 industry code
Code 3-digit 1980 Census INDUSTRY Code
0. Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time fewer than
5 years)
4538
5138
R46j.
S46j.
When did you start working at that job?
When did (he/she) start working at that job?
Code YEAR
0. Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time fewer than
5 years)
4539
5139
R46k.
S46k.
When did you stop working at that job?
When did (he/she) stop working at that job?
Code YEAR
-1. Didn't stop; still working (part-time) at that
job
0.
Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time fewer than
5 years)
4540
R46m.
About how much were you earning before taxes when you
stopped? (Is that per hour, week, month, year, or
what?)
5140
S46m.
About how much was (he/she) earning before taxes when
(he/she) stopped? (Is that per hour, week, month,
year,
or what?)
Code actual amount
0. Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time fewer than
5 years)
4541
5141
R46m.
S46m.
PER
PER
1.
2.
3.
4.
5.
6.
-7.
8.
0.
Day
Week
Biweekly
Month
Quarter
Year
Other
Wages per hour edited to $ per week
Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time fewer than
5 years)
4542
5142
R46n.
S46n.
When did you last work full-time for pay?
When did (he/she) last work fulltime for pay?
Code YEAR
0. Inap. (No spouse, R/S44 not part-time, never
worked full-time, worked full-time fewer than
5 years)
4543
full
R46p.
Thinking now of the future, do you expect to do any
5143
S46p.
-time work for pay?
Thinking now of the future, does (he.she) expect to do
any full-time work for pay?
1.
5.
0.
4544
5144
R46q.
S46q.
YES
NO
Inap. (No spouse, R/S44 not part-time)
When do you expect to start working full-time?
When does (he/she) expect to start working full-time?
Code # YEARS
0. Inap. (No spouse, R/S44 not part-time, does not
expect to work full-time in future)
4545
5145
time?
R46r.
S46r.
And when do you expect to stop working full-time?
And when does (he/she) expect to stop working fullCode # YEARS
-1. NEVER STOP
0. Inap. (No spouse, R/S44 not part-time, does not
expect to work full-time in future)
4546
5146
R46s.
S46s.
When do you expect to stop working for pay altogether?
When does (he/she) expect to stop working for pay
altogether?
Code # YEARS
-1. NEVER STOP
0. Inap. (No spouse, R/S44 not part-time, never
expects to stop full-time work)
WORK HISTORY FOR THOSE CURRENTLY RETIRED/DISABLED, HOMEMAKER, STUDENT,
OR OTHER
4601
pay?
5201
time
R47.
Since you were 18 have you ever worked full-time for
S47.
Since (he/she) was 18 has (he/she) ever worked full
for pay?
1.
5.
0.
4602
most
R47a.
YES
NO
Inap. (No spouse, currently working)
How many years have you worked full-time for all or
of the year?
Include any periods of self-employment,
and
5202
or
S47a.
the military. (Roughly how many years?)
How many years has (he/she) worked full time for all
most of the year?
Include any periods of self-
and the military.
(Roughly how many years?)
employment,
Code # YEARS
-1. None
0. Inap. (No spouse, currently working, never
worked full-time)
4603
5203
R47b.
S47b.
INTERVIEWER CHECKPOINT
INTERVIEWER CHECKPOINT
1.
2.
0.
4604
5204
R47c.
S47c.
R HAS WORKED AT LEAST 5 YEARS FULL-TIME OR DK
ALL OTHERS
Inap. (No spouse, currently working, never
worked full-time)
When did you last work full-time for pay?
When did (he/she) last work full time for pay?
Code YEAR
0. Inap. (No spouse, currently working, never
worked full-time, worked full-time 5 years or
more)
4605
(Is
R47d.
About how much did you earn before taxes that year?
5205
year?
S47d.
that per hour, week, month, year, or what?)
About how much did (he/she) earn before taxes that
(Is that per hour, week, month, year, or what?)
Code actual amount
0. Inap. (No spouse, currently working, never
worked full-time, worked full-time 5 years or
more)
4606
5206
R47d.
S47d.
PER
PER
1.
2.
3.
4.
5.
6.
-7.
8.
0.
Day
Week
Biweekly
Month
Quarter
Year
Other
Wages per hour edited to $ per week
Inap. (No spouse, currently working, never
worked full-time, worked full-time 5 years or
more)
4607
for
R47e.
Including any self-employment and your current job,
how many different employers have you worked in full-
time
5207
job,
S47e.
jobs lasting one year or more?
Including any self-employment and (his/her) current
for how many different employers has (he/she) worked
in
full-time jobs lasting one year or more?
Code # EMPLOYERS
-1. None
0. Inap. (No spouse, currently working, never
worked full-time, worked full-time less than
5 years)
4608
had.
R47f.
I want to know about the longest full-time job you
Did you work for someone else, were you self-employed,
or
5208
(he/she)
S47f.
what?
I want to know about the longest full-time job
had. Did (he/she) work for someone else, was (he/she)
self-employed, or what?
1.
2.
-7.
0.
SOMEONE ELSE
SELF-EMPLOYED
OTHER
Inap. (No spouse, currently working, never
worked full-time, worked full-time less than
5 years)
4609
job?
R47g.
What sort of work were you doing when you left that
5209
left
S47g.
(Tell me a little more about what you did.)
What sort of work was (he/she) doing when (he/she)
that job?
did.)
(Tell me a little more about what [he/she]
Code 3-digit 1970 Census OCCUPATION Code
0. Inap.
7409 (R)
7419 (S)
R:
1980 occupation code
Code 3-digit 1980 Census OCCUPATION Code
0. Inap. (No spouse, currently working, never
worked full-time, worked full-time less than
5 years)
4610
that
5210
--
R47h.
What kind of business or industry did you work in --
S47h.
is, what did they make or do at the place where you
worked?
What kind of business or industry did (he/she) work in
that is, what did they make or do at the place where
(he/she) worked?
Code 3-digit 1970 Census INDUSTRY Code
0. Inap. (No spouse, currently working, never
worked full-time, worked full-time less than
5 years)
7410 (R)
R:
1980 industry code
7420 (S)
Code 3-digit 1980 Census INDUSTRY Code
0. Inap. (No spouse, currently working, never
worked full-time, worked full-time less than
5 years)
4611
5211
R47i.
S47i.
When did you start working at that job?
When did (he/she) start working at that job?
Code YEAR
0. Inap. (No spouse, currently working, never
worked full-time, worked full-time less than
5 years)
4612
5212
R47j.
S47j.
When did you stop working at that job?
When did (he/she) stop working at that job?
Code YEAR
0. Inap. (No spouse, currently working, never
worked full-time, worked full-time less than
5 years)
4613
R47k.
About how much were you earning before taxes when you
stopped? (Is that per hour, week, month, year, or
what?)
5213
S47k.
About how much was (he/she) earning before taxes when
(he/she) stopped? (Is that per hour, week, month,
year,
or what?)
Code actual amount
-1. Nothing; zero; "had a loss"
0. Inap. (No spouse, currently working, never
worked full-time, worked full-time less than
5 years)
4614
5214
R47k.
S47k.
PER
PER
1.
2.
3.
4.
5.
6.
-7.
8.
0.
Day
Week
Biweekly
Month
Quarter
Year
Other
Wages per hour edited to $ per week
Inap. (No spouse, currently working, never
worked full-time, worked full-time less than
5 years)
4615
R47m.
5215
(he/she)
S47m.
Since you were 18, were there any years when you (only)
worked part-time for all or most of the year?
Since (he/she) was 18, were there any years when
(only) worked part-time for all or most of the year?
1.
5.
0.
YES
NO
Inap. (No spouse, currently working)
4616
all
R47n.
For about how many years did you work part-time (for
5216
(for
S47n.
or most of the year)?
For about how many years did (he/she) work part-time
all or most of the year)?
Code # YEARS
-1. None
0. Inap. (No spouse, currently working, never
worked part-time)
4617
5217
R47p.
S47p.
Do you expect to work for pay in the future?
Does (he/she) expect to work for pay in the future?
1.
5.
0.
4618
5218
R47q.
S47q.
YES
NO
Inap. (No spouse, currently working)
When do you expect to start working?
When does (he/she) expect to start working?
Code # YEARS
0. Inap. (No spouse, currently working, does not
expect to work in future)
4619
5219
R47r.
S47r.
Will any of that be full-time work?
Will any of that be full-time work?
1.
5.
0.
4620
5220
R47s.
S47s.
YES
NO
Inap. (No spouse, currently working, does not
expect to work in future)
When do you expect to start working full-time?
When does (he/she) expect to start working full-time?
Code # YEARS
0. Inap. (No spouse, currently working, does not
expect to work in future, does not expect to
work full-time in future)
4621
5221
time?
R47t.
S47t.
And when do you expect to stop working full-time?
And when does (he/she) expect to stop working fullCode # YEARS
-1. NEVER STOP
0. Inap. (No spouse, currently working, does not
expect to work in future, does not expect to
work full-time in future)
4622
5222
R47u.
S47u.
When do you expect to stop working for pay altogether?
When does (he/she) expect to stop working for pay
altogether?
Code # YEARS
-1. NEVER STOP
0. Inap. (No spouse, currently working, does not
expect to work in future, does not expect to
work full-time in future, never expects to
stop full-time work in future)
INFORMATION LINKED FROM 1989 CURRENT POPULATION SURVEY BY OCCUPATION CODE
FOR PRIOR JOB
8171 (R)
8172 (S)
R:
Unconditional mean wage for occupation group in 1989
For each occupation group, regressions were run separately for
males and females of the log of annualized wages on a constant,
a spline on age (AGE, MAX(0, AGE-35), MAX(0,AGE-55)), a dummy
variable for part-time employemnt (1 = working 20 or fewer hours
per week), a dummy variable for self-employment (1 = selfemployed), a dummy for race (1 = Hispanic or non-white), and
dummy variables for years of education (1 = : 12 years of
education, more than 13 to 15 years of education, 16 years of
education, more than 16 years of education). If there were
too few people in a CPS 3-digit occupation group, either the SCF
case was matched to a neighboring occupation group, or the match
was made at the level of the 2-digit occupation code. Some of
the model coefficients may be identically zero where there are
too few cases in the appropriate cells in the CPS to identify the
coefficients.
8125 (R)
8126 (S)
R:
Intercept
8119 (R)
8120 (S)
R:
Coefficient of AGE
8121 (R)
8122 (S)
R:
Coefficient of MAX(0,AGE-35)
8123 (R)
8124 (S)
R:
Coefficient of MAX(0,AGE-55)
8332 (R)
8333 (S)
R:
Coefficient of dummy for part-time employment
8334 (R)
8335 (S)
R:
Coefficient of dummy for self-emlpoyment
8336 (R)
8337 (S)
R:
Coefficient of dummy for Hispanic or nonwhite
8338 (R)
8339 (S)
R:
Coefficient of dummy for 12 years of education
8340 (R)
8341 (S)
R:
Coefficient of dummy for 13 to 15 years of education
8342 (R)
8343 (S)
R:
Coefficient of dummy for 16 years of education
8344 (R)
education
8345 (S)
R:
Coefficient of dummy for more than 16 years of
8127 (R)
8128 (S)
R:
Standard error log regression
8129 (R)
8130 (S)
R:
Annualized level of expected income from regression
(corrected for non-zero expectation of error term
for level)
---------------------------------------------------------------------------SOCIAL SECURITY, CURRENTLY RECEIVED PENSIONS, PENSIONS TO BE RECEIVED
IN THE FUTURE
---------------------------------------------------------------------------5301
R50.
Are you (or your [husband/wife]) currently receiving
Social Security benefit payments, or any other type of
pension, retirement, or disability benefit payment?
1.
5.
YES
NO
5302
R50a.
(Do these include Social Security benefit payments?)
1.
5.
0.
R50b.
YES
NO
Inap. (Not receiving pension or Social Security
income)
(Are you both receiving Social Security payments or is
only one of you? [Which one?])
IWER: CHECK PERSON(S) (RESP, SPOUSE) IN R50c. THEN
ASK
5303
5308
R50c.
R50c.
FOLLOWUP QUESTIONS R50d-R50f FOR EACH.
RECIPIENT -- RESPONDENT
RECIPIENT -- SPOUSE
1.
5.
0.
5304
retirement
5309
R50d.
Checked
Not checked
Inap. (Not receiving pension or Social Security
income, no spouse)
Are (your/your [husband's/wife's] payments for
or are they disability benefits?
1.
2.
3.
-7.
0.
RETIREMENT
DISABILITY
Widow's/survivor's benefits
Other
Inap. (Not receiving pension or Social Security
income, no spouse, PERSON not receiving Social
Security benefits)
For the public-use dataset, Widow's/survivor's
benefits (3) are combined with Other (-7) in -7.
5305
5310
R50e.
How long (have you/has he/has she) received these
benefits?
Code # YEARS
0. Inap. (Not receiving pension or Social Security
income, no spouse, PERSON not receiving Social
Security benefits)
5306
or
5311
R50f.
How much (do you/does he/does she) receive each month
year?
Code actual amount
0. Inap. (Not receiving pension or Social Security
income, no spouse, PERSON not receiving Social
Security benefits)
5307
5312
R50f.
PER
2.
3.
4.
5.
6.
-7.
0.
5313
any
R51.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Not receiving pension or Social Security
income, no spouse, PERSON not receiving Social
Security benefits)
Are you (or your [husband/wife]) currently receiving
other retirement, pension, or disability benefit
payments?
1.
5.
0.
5314
pension
R51a.
YES
NO
Inap.
Not counting Social Security, how many retirement,
or disability benefit payments are you (and your
[husband/wife]) currently receiving? (ASKED IF R/S
RECEIVING SOCIAL SECURITY BENEFITS, INFERRED FOR
OTHERS)
Code # PENSION/DISABILITY PAYMENTS
0. Inap. (Not receiving pension or Social Security
income)
R51b.
(RB, P. 13)
Who is receiving these benefit payments
and
what kind are they?
IWER: MARK ONE RECIPIENT AND TYPE OF BENEFIT FOR ALL
BENEFITS REPORTED. THEN ASK FOLLOWUP QUESTIONS
R51d5315(#1)
5323(#2)
5331(#3)
5415(#4)
5423(#5)
5431(#6)
R51h FOR EACH BENEFIT.
RECIPIENT
1.
2.
0.
RESPONDENT
SPOUSE
Inap. (Not receiving pension or Social Security
income, no spouse)
5316(#1)
5324(#2)
5332(#3)
5416(#4)
5424(#5)
5432(#6)
R51c.
TYPE OF BENEFIT
1.
2.
3.
4.
5.
11.
-7.
0.
CURR JOB PENS
PAST JOB PENS
DISABILITY
MILITARY (retirement or disability)
SPOUSE PENS
Union pension
OTHER
Inap. (Not receiving pension or Social Security
income, no further benefits)
For the public-use dataset, Union pension (2) and
Past job pension (2) are combined in 2.
5317(#1)
benefit?
5325(#2)
5333(#3)
5417(#4)
5425(#5)
5433(#6)
R51d.
5318(#1)
5326(#2)
5334(#3)
5418(#4)
5426(#5)
5434(#6)
R51e.
5319(#1)
5327(#2)
5335(#3)
5419(#4)
5427(#5)
5435(#6)
R51e.
5320(#1)
living
5328(#2)
5336(#3)
5420(#4)
5428(#5)
5436(#6)
R51f.
How long have (you/he/she) received this [TYPE]
Code # YEARS
0. Inap. (Not receiving pension or Social Security
income, no further benefits)
How much is received each month or year?
Code actual amount
0. Inap. (Not receiving pension or Social Security
income, no further benefits)
PER
2.
3.
4.
5.
6.
-7.
0.
Week
Biweekly
Month
Quarter
Year
Other
Inap. (Not receiving pension or Social Security
income, no further benefits)
Has this benefit been increased when the cost of
has increased?
1.
5.
0.
YES
NO
Inap. (Not receiving pension or Social Security
income, no further benefits)
5322(#1)
benefit
5330(#2)
or
5338(#3)
5422(#4)
5430(#5)
5438(#6)
5501
R51h.
If (RECIPIENT) were to die, what percent of this
would (you/your husband/your wife) continue to receive
would the benefits stop?
Code
-1.
-7.
0.
R52.
PERCENT to 2 decimal places
STOP
OTHER
Inap. (Not receiving pension or Social Security
income, no further benefits, no spouse)
Have you (or your [husband/wife]) ever received a cash
settlement from a pension or retirement plan of a
previous
job?
1.
5.
5502
R52a.
YES
NO
How many different cash settlements have you (or your
[husband/wife]) received?
Code # CASH SETTLEMENTS
0. Inap. (No cash settlements)
R52b.
FOR EACH SETTLEMENT:
Who received it, about how much
was
received, and when was it received?
5503(#1)
R52b.
5506(#2)
5509(#3)
5512(#4)
5515(#5)
settlements)
WHO
5504(#1)
R52c.
5507(#2)
5510(#3)
5513(#4)
settlements)
5516(#5)
AMOUNT
5505(#1)
R52d.
5508(#2)
5511(#3)
5514(#4)
settlements)
YEAR RECEIVED
1.
2.
0.
RESPONDENT
SPOUSE
Inap. (No cash settlements, no further
Code actual amount
0. Inap. (No cash settlements, no further
Code YEAR
0. Inap. (No cash settlements, no further
5517(#5)
5601
you
R53.
Now I want to ask about future pension benefits that
(and your[husband/wife]) have earned rights to. Aside
from Social Security and any pension benefits you have
already told me about, do you (and your
[husband/wife])
expect to receive any (other) pension benefits in the
future from any past jobs?
1.
5.
5602
R53a.
[husband/wife])
YES
NO
How many such benefits do you (and your
expect to receive in the future?
Code # FUTURE BENEFITS
0. Inap. (No other future pension benefits)
5603(A)
a
5611(B)
5619(C)
5627(D)
or
5635(E)
5643(F)
R53b.
About (this/the largest/the next) benefit, is this from
pension plan where a certain amount of money is
accumulated in an account for you, a formula plan that
will give you a specific amount of income each month
year when you retire, or what?
1.
2.
3.
0.
5604(A)
5612(B)
5620(C)
5628(D)
5636(E)
5644(F)
R53c.
5606(A)
5614(B)
5622(C)
5630(D)
5638(E)
5646(F)
R53e.
INCOME FORMULA
ACCOUNT
BOTH
Inap. (No other future pension benefits, no
further future pension benefits)
How much is in the account now?
Code actual amount
0. Inap. (No other future pension benefits, no
further future pension benefits, not account-type
pension)
Is this benefit based on your earnings (or your
[husband's/wife's] earnings)?
1.
2.
3.
4.
Respondent
Spouse
R's ex-spouse
S's ex-spouse
-7.
0.
5607(A)
5615(B)
5623(C)
5631(D)
5639(E)
5647(F)
R53f.
5608(A)
5616(B)
5624(C)
5632(D)
5640(E)
5648(F)
R53g.
5609(A)
5617(B)
5625(C)
5633(D)
5641(E)
5649(F)
OTHER
Inap. (No other future pension benefits, no
further future pension benefits)
When do you expect these benefits to start?
Code AGE
0. Inap. (No other future pension benefits, no
further future pension benefits)
About how much per month do you expect them to be?
Code $ amount
-1. NONE
0. Inap. (No other future pension benefits, no
further future pension benefits)
R53g.
PER
2.
3.
4.
5.
6.
-7.
8.
0.
Week
Biweekly
Month
Quarter
Year
Other
Lump sum; one payment only
Inap. (No other future pension benefits, no
further future pension benefits)
---------------------------------------------------------------------------INCOME, AGI, MISC.
---------------------------------------------------------------------------T1.
We have talked about various sources of income.
Now
we
would like to get the overall picture of all the
different
sources of income that you (and members of your family
living here) had in 1988. Did (you/anyone) have
income
from wages and salaries, including bonuses, overtime
and
5701
T1a.
commissions? (RECORD IN COLUMN T1 AND ASK T2 FOR EACH
SOURCE OF INCOME AS IT IS MENTIONED.)
WAGES AND SALARIES?
5703
T1b.
professional
5705
5707
5709
5711
or
T1c.
T1d.
T1e.
T1f.
5713
T1g.
5715
5717
5719
stamps,
T1h.
T1j.
T1k.
5721
T1m.
Did (you/anyone) have income or loss from a
practice, business or farm? (Other than wages or
salaries)
...non-taxable investments such as municipal bonds?
...other interest income?
...dividends?
...net gains or losses from the sale of stocks, bonds,
real estate?
...net rent, trust income, or royalties from any other
investment or business?
...unemployment or worker's compensation?
...child support or alimony?
Did (you/anyone) have income from ADC AFDC, food
or other forms of welfare or assistance, such as SSI?
...income from Social Security or other pensions,
annuities, or other disability or retirement programs?
1.
5.
5702
your
5704
and
5706
5708
5710
5712
5714
5716
5718
5720
5722
T2a.
5723
income
T1n.
YES
NO
In total, how much income from (SOURCE) did you (and
family) receive in 1988, before deductions for taxes
anything else?
[WRITE LOSSES (
Code actual amount
0. Inap. (No SOURCE income)
Did you (or anyone in your family living here) have
from any other sources?
1.
5.
5724(1st)
your
5726(2nd)
and
).]
T2n.
(What other sources?)
YES
NO
In total, how much income from (SOURCE) did you (and
family) receive in 1988, before deductions for taxes
anything else?
[WRITE LOSSES (
Code actual amount
).]
0.
5725(1st)
5727(2nd)
T1n.
Inap. (No other income, no additional sources
of other income)
PROBE: What other sources?
1.
2.
3.
Settlements: from lawsuits, divorce, insurance
Gambling winnings; prize money
Education scholarships or grants (not incl.
loans);
G.I. Bill; "fellowships"
Honorarium
"IRA", NFS; IRA withdrawal
Inheritance/gifts
Other help/support from relatives
Care of foster child in the home
Housing subsidy/rent paid by some (gov't) agency
Other
Inap. (No other income, no additional sources
of other income)
For the public-use dataset, Education (3), Honoraria
4.
11.
12.
13.
21.
22.
-7.
0.
(4),
Care of foster children (21), and Other (-7) are
combined in -7.
5728
SUMMARY: # of Refused $ amounts T2a-T2n
Count and code
5729
living
T3.
How much was the total income you (and your family
here) received in 1988 from all sources, before taxes
and
other deductions were made?
Code actual amount
-1. Zero; no income
8182
R:
Sum of values given in T2a through T2n
Code amount
5731
T5.
During 1988, did you (or anyone in your family living
here) pay any alimony or child support?
1.
5.
YES
NO
5732
you
T5a.
Altogether, how much alimony and/or child support did
(and your family) pay in 1988?
Code actual amount
0. Inap. (Paid no alimony or child support)
5733
T6.
During 1988, did you (or anyone in your family living
here) provide any (other) financial support for
relatives
or friends who do not live here?
1.
5.
5734
T6a.
YES
NO
How much support did you (and your family) pay?
Code actual amount
0. Inap. (Provided no financial support)
T6b.
To whom was this support given? (Anyone else?) (CHECK
T6b.
T6b.
T6b.
T6b.
T6b.
T6b.
T6b.
T6b.
T6b.
THAT APPLY.)
A. CHILDREN UNDER 18
B. CHILDREN 18 AND OVER
C. PARENTS (IN-LAW)
D. GRANDCHILDREN
E. GRANDPARENTS
F. SIBLINGS (IN-LAW)
G. NIECE/NEPHEW
H. FRIEND
J. OTHER
ALL
5735
5736
5737
5738
5739
5740
5741
5742
5743
1.
2.
5.
0.
5744
to
T7.
Checked
Aunt/uncle (5743 only)
Not checked
Inap. (Provided no financial support)
Did you (or your [husband/wife]) file or do you expect
file a 1988 Federal Income tax return?
1.
5.
5746
did
T7b.
YES
NO
Did you and your (husband/wife) file a joint return,
you file separately, or did only one of you file?
(Which
one?)
1.
2.
3.
4.
0.
T7c.
FILE JOINTLY
FILE SEPARATE
ONLY R FILE
ONLY S FILE
Inap. (Did not file 1988 return, not married)
Did you (or your [husband/wife]) file a Schedule C, E
or F
with your return? (CHECK ALL THAT APPLY.)
(IF R ASKS: SCHEDULE "C" IS FOR BUSINESS INCOME, "E"
IS
5747
5748
5749
5750
T7c.
T7c.
T7c.
T7c.
FOR TRUST AND PARTNERSHIP INCOME, AND "F" IS FOR FARM
INCOME.)
A. SCHED C
B. SCHED E
C. SCHED F
D. NO
1.
5.
0.
Checked
Not checked
Inap. (Did not file 1988 return)
5751
T7d.
Approximately what was your (and your
[husband's/wife's])
total adjusted gross income (AGI) on your 1988 return?
(What do you think it will be?)
Code actual amount
-1. Zero; nothing
0. Inap. (Did not file 1988 return)
---------------------------------------------------------------------------INHERITANCES, MISC.
---------------------------------------------------------------------------5801
X1.
Have you (or your [husband/wife]) ever received an
inheritance, or been given substantial assets in a
trust
or in some other form?
1.
5.
YES (Include if mentioned, inheritances to
R's resident "dependent" children--if not from R
or spouse.
NO
5802
ever
X2.
How many of these have you (or your [husband/wife])
received?
Code # OF INHERITANCES, TRUSTS, OTHER TRANSFERS
0. Inap. (Never received inheritances)
For the public-use dataset, the number of inheritances
is top-coded at 10.
5803(#1)
was
5808(#2)
5813(#3)
X3.
(Thinking about the [largest/next largest] of these)
that an inheritance, a trust, or what? (CHECK ALL THAT
APPLY.)
1.
2.
3.
4.
6.
-7.
0.
INHERITANCE
TRUST
Gift
Settlements; insurance; lawsuits
Inheritance and trust (1 & 2 checked)
OTHER
Inap. (Never received inheritances, no further
inheritances)
For the public-use dataset, Settlements (4) and Other
(-7) are combined in -7; Inheritance and trust (6)
are combined with Inheritance (1) in 1.
5804(#1)
5809(#2)
5814(#3)
X4.
What was its approximate value at the time it was
received?
Code actual amount
-1. Nothing; zero
0. Inap. (Never received inheritances, no further
inheritances)
5805(#1)
5810(#2)
5815(#3)
5806(#1)
5811(#2)
5816(#3)
X5.
In what year was it received?
Code YEAR
0. Inap. (Never received inheritances, no further
inheritances)
For the public-use dataset, the year is rounded to
the nearest 5.
X6.
From whom was it received?
1.
2.
3.
4.
GRANDPARENT
PARENT (incl. in-law or step-parent)
CHILD
AUNT/UNCLE
5.
6.
7.
11.
12.
-7.
0.
SIBLING
FRIEND
Cousin
Deceased spouse
Deceased ex-spouse
OTHER
Inap. (Never received inheritances, no further
inheritances)
For the public-use dataset, Child (3) and Other (-7)
are combined in -7; Deceased spouses (11) and
Deceased ex-spouses (12) are combined in 11.
5818 (#4)
X8.
How much altogether were any others you have received?
Code actual amount
0. Inap. (Never received inheritances, no further
inheritances)
8183
8184
8185
8186
(#1)
(#2)
(#3)
(#4)
R:
Link code for inheritance/gift reported as source of
an asset earlier in the questionnaire
(For #4 only, multiple links may be established:
these links are coded by summing multiple link
codes multiplied by 100 -- e.g. 1506 indicates that
there were unlinked assets reported at X8, the
principal residence was inherited or received as a
gift, and all of these assets are included in
variable 5818))
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
0.
5819
X9.
Mobile home site only (Question D11d)
Mobile home only (Question D12c)
Mobile home site only (Question D15b)
Mobile home only (Question D15d)
Mobile home and site (Question D15f)
Other principal residence (Question D20)
Other real estate (Question E20, property #1)
Other real estate (Question E20, property #2)
Other real estate (Question E20, property #3)
Other vacation real estate (Question E36b)
Other investment real estate (Question E37a)
Active management business (Question M6,
business #1)
Active management business (Question M6,
business #2)
Active management business (Question M6,
business #3)
No link identified
Inap. (Never received inheritances, no further
inheritances)
Do you (or your [husband/wife]) expect to receive a
substantial inheritance or transfer of assets in the
future?
1.
5.
5820
X9a.
Is that likely to involve a large amount of money, a
moderate amount, or what?
1.
2.
3.
-7.
0.
5821
X9b.
YES
NO
LARGE
MODERATE
Small (volunteered)
OTHER
Inap. (Does not expect future inheritance)
IWER:
RECORD AMOUNT IF R VOLUNTEERS IT
Code actual amount
0. Inap. (Does not expect future inheritance)
5822
X10.
During 1988, did you (or anyone in your family living
here) make charitable contributions of money or
property
totaling $500 or more?
1.
5.
5823
X10a.
YES
NO
Roughly, how much did (you/your family) contribute?
Code actual amount
0. Inap. (Did not make charitable contributions)
5824
or
X11.
Some people think it is important to leave an estate
inheritance to their surviving heirs, while others
don't.
Which is closer to your (and your [husband's/wife's])
feelings? Would you say it is very important,
important,
somewhat important, or not important?
1.
2.
3.
4.
5.
5825
X12.
VERY IMPORTANT
IMPORTANT
R & S DIFFER
SOMEWHAT IMPORTANT
NOT IMPORTANT
Do you (and your [husband/wife]) expect to leave a
sizeable estate to others?
1.
3.
5.
YES
POSSIBLY
NO
---------------------------------------------------------------------------MISC. DEMOGRAPHICS
---------------------------------------------------------------------------5901
Y1.
I'd now like to ask you some questions about your
background. What is the highest grade of school or
year
6101
Y17.
of college you completed?
I'd now like to ask you some questions about your
(husband's/wife's/partner's) background. What is the
highest grade of school or year of college (he/she)
completed?
Code number of years
0. Inap. (No spouse)
-1. No education
5902
school
Y1a.
Did you get a high school diploma or pass a high
6102
Y17a.
equivalency test?
Did (he/she) get a high school diploma or pass a high
school equivalency test?
1.
5.
0.
5903
on-
Y1b.
YES
NO
Inap. (No spouse, more than 12 years of education)
Since completing your formal education, have you had
the-job training or other vocational training lasting
100
6103
(he/she)
Y17b.
hours or more?
Since completing (his/her) formal education, has
had on-the-job training or other vocational training
lasting 100 hours or more?
1.
5.
0.
YES
NO
Inap. (No spouse, more than 12 years of education)
5904
6104
Y1c.
Y17c.
Did you get a college degree?
Did (he/she) get a college degree?
1.
5.
0.
YES
NO
Inap. (No spouse, fewer than 12 years of
education)
5905
6105
Y1d.
Y17d.
What is the highest degree you have earned?
What is the highest degree (he/she) earned?
1.
2.
3.
4.
5.
6.
-7.
0.
ASSOCIATES
BACHELORS
MA/MBA
PHD
MD; DDS
LAW
OTHER
Inap. (No spouse, fewer than 12 years of
education,
no college degree)
For the public-use dataset, PHD (4), MD; DDS (5), and
LAW (6) are combined in 4.
5906
6106
Y2.
Y18.
Have you ever been in the military service?
Has (he/she) ever been in the military service?
1.
5.
0.
5907
6107
Y3.
Y19.
YES
NO
Inap. (No spouse)
What is the month and year of your birth?--MONTH
What is the month and year of (his/her) birth?--MONTH
Code MONTH
0. Inap. (No spouse)
5908
6108
Y3.
Y19.
What is the month and year of your birth?--YEAR
What is the month and year of (his/her) birth?--YEAR
Code YEAR
1890. 1890 or earlier
0. Inap. (No spouse)
5909
white, or
Y4.
Are you American Indian, Asian, Hispanic, black,
another race?
1.
AMERICAN INDIAN/ESKIMO/ALEUT
2.
3.
4.
5.
-7.
For
and
5910
Y5.
ASIAN
HISPANIC
BLACK
WHITE
OTHER
the public use file, American Indian/Eskimo/Aleut
Asian are combined with the OTHER (-7) category.
Now I'd like to ask some questions about your family
living elsewhere. Altogether, including children from
previous marriages and adopted children, how many sons
and
daughters do you (or your [husband/wife]) have who do
not
live with you?
Code # CHILDREN
-1. NONE
For the public-use dataset, the number of such
children
is top-coded at 10.
5911
Y5a.
How many of them are 25 or older?
Code
-2.
-1.
0.
For
# 25 OR OLDER
ALL OF THEM
NONE
Inap. (No children outside home)
the public-use dataset, the number of such
children
is top-coded at 10.
5912
Y5b.
And how many of them are less than 18 years old?
(INFERRED WHERE Y5a = ALL OF THEM)
Code
-2.
-1.
0.
For
# LESS THAN 18
ALL OF THEM
NONE
Inap. (No children outside home)
the public-use dataset, the number of such
children
is top-coded at 10.
5913
6109
have?
Y6.
Y20.
How many living brothers and sisters do you have?
How many living brothers and sisters does (he/she)
Code # BROTHERS/SISTERS
-1. NONE
0. Inap. (No spouse)
For the public-use dataset, the number of such
children
is top-coded at 10.
5914
6110
Y6a.
Y20a.
How many are older than you?
How many are older than (he/she) is?
Code
-2.
-1.
0.
6026
Y14.
6120
living?
Y23.
Now I'd like to ask about your parents. Is your mother
still living?
Is your (husband's/wife's/partner's) mother still
1.
5.
0.
6027
6121
Y14a.
Y23a.
# OLDER
ALL
NONE
Inap. (No spouse, no living siblings)
YES
NO
Inap. (No spouse)
What is her age?
What is her age?
Code AGE
0. Inap. (No spouse, mother not living)
For the public-use dataset, the age is rounded
to the nearest 5.
6028
6122
living?
Y14b.
Y23b.
Is your father still living?
Is your (husband's/wife's/partner's) father still
1.
5.
0.
6029
6123
Y14c.
Y23c.
YES
NO
Inap. (No spouse)
What is his age?
What is his age?
Code AGE
0. Inap. (No spouse, father not living)
For the public-use dataset, the age is rounded
to the nearest 5.
---------------------------------------------------------------------------MARITAL HISTORY RECODE VARIABLES
---------------------------------------------------------------------------When sufficient underlying data were available, the following
marital history variables were constructed directly. For 1986 panel
cases these variables were computed using marital history information
obtained in 1986 SCF updated with new quesions; for new cross-section
cases and those with no 1986 interview, these variables were computed
using new questions. Where sufficient data were not collected to
infer this information directly, the missing information was imputed.
See the panel and cross-section questionnaires for the underlying
questions.
NOTE: Not all marital history variables are available on the
public-use dataset: see list of variables at the end of this
file for the set of available variables.
8001 (R)
8013 (S)
R:
Total number of marriages (incl. current partner)
Code number
0. None
8002 (R)
8014 (S)
R:
Total number of times divorced
Code number
0. None; Inap.
8003 (R)
8015 (S)
R:
Total number of times widowed
Code number
0. None; Inap.
8004
R:
Month current marriage or partnership began
Code month
0. Inap.
8005
R:
Year current marriage or partnership began
Code year
0. Inap.
8006 (R)
R:
Month most recent past marriage ended (or separated)
Code month
0. Inap.
8007 (R)
R:
Year most recent past marriage ended (or separated)
8016 (S)
Code year
0. Inap.
8008 (R)
8017 (S)
R:
Year most recent past marriage began
Code year
0. Inap.
8009 (R)
R:
Year next most recent marriage ended
Code year
0. Inap.
8010 (R)
R:
Year next most recent marriage began
Code year
0. Inap.
8011 (R)
8018 (S)
R:
Age at first marriage
Code age
0. Inap.
For the public-use dataset, the age is
bottom-coded at 15.
8012 (R)
8019 (S)
R:
Total number of years married, H
Code number of years
0. Inap.
5925
you
Y8b.
Do you receive support from your (husband/wife), do
pay support, or is there no support involved?
(ASKED OF SEPARATED RESPONDENTS)
1.
2.
3.
0.
5926
Y8c.
RECEIVE SUPPORT
NO SUPPORT INVOLVED
PAY SUPPORT
Inap.
How much do you receive?
(ASKED OF SEPARATED RESPONDENTS RECEIVING SUPPORT)
Code actual amount
0. Inap.
5927
Y8c.
PER
(ASKED OF SEPARATED RESPONDENTS RECEIVING SUPPORT)
2.
3.
4.
5.
6.
-7.
0.
5928
Y8d.
Week
Biweekly
Month
Quarter
Year
Other
Inap.
How much do you pay?
(ASKED OF SEPARATED RESPONDENTS PAYING SUPPORT)
Code actual amount
0. Inap.
5929
Y8d.
PER
(ASKED OF SEPARATED RESPONDENTS PAYING SUPPORT)
2.
3.
4.
5.
6.
-7.
0.
5930
this
Y8e.
Week
Biweekly
Month
Quarter
Year
Other
Inap.
Are the assets and debts that you've told me about in
interview owned mainly by you, are they owned jointly
with
your (husband/wife), or what?
(ASKED OF SEPARATED RESPONDENTS)
1.
2.
-7.
0.
6111
Y21.
OWNED BY R
OWNED JOINTLY
OTHER
Inap.
Has your (husband/wife/partner) been married before?
1.
5.
0.
YES
NO
Inap.
6112
Y22.
Altogether, how many times was your
(husband/wife/partner)
married before?
Code NUMBER
0. Inap.
6113
Y22a.
When did (his/her) first marriage begin?
Code YEAR
0. Inap.
6114
Y22b.
And when did that marriage end?
Code YEAR
0.
6115
widowed?
Y22c.
Did that marriage end in divorce, or was (he/she)
3.
4.
5.
0.
6116
Y22d.
Y22e.
Separated and not yet divorced
DIVORCE
WIDOWED
Inap.
Did any of these marriages end by your (husband/wife/
partner) being widowed?
1.
5.
0.
6117
Inap.
YES
NO
Inap.
How many?
Code # TIMES WIDOWED
0. Inap.
6118
married?
Y22f.
At what age was your (husband/wife/partner) first
Code YEARS OLD
0. Inap.
6119
Y22g.
Finally, for about how many years in total has your
(husband/wife/partner) been married? (ACCEPT RANGE)
Code YEARS
0. Inap.
---------------------------------------------------------------------------HEALTH
---------------------------------------------------------------------------6030
say
Y15.
Now I'd like to ask you about your health; would you
6124
family's
Y24.
your health is excellent, good, fair, or poor?
Now I'd like to ask you some questions about your
health; would you say your
(husband's/wife's/partner's)
health in general is excellent, good, fair, or poor?
1.
2.
3.
4.
0.
READ:
EXCELLENT
GOOD
FAIR
POOR
Inap. (No spouse)
For the rest of the questions in the interview, please
include the adults in your household who have
independent
finances.
6202
with
Y25a.
Y26.
conditions or
Do you or anyone in your household (including those
independent finances) have any persistent or chronic
health conditions or problems? (R DOES NOT LIVE ALONE)
Do you have any persistent or chronic health
problems? (R LIVES ALONE)
1.
5.
Y25b.
YES
NO
Which household members have these health conditions or
problems and what are they? (Any others?) (LIST
FAMILY
MEMBERS BY RELATION TO R) (ASKED FOR R DOES NOT
LIVE ALONE; FILLED IN FOR R LIVES ALONE)
6203(#1)
6207(#2)
6211(#3)
6215(#4)
6219(#5)
Y25c.
HOUSEHOLD MEMBER
1.
2.
3.
4.
RESPONDENT
Spouse of Respondent
"Partner" of Respondent
Child (incl. in-laws)
13.
5.
6.
7.
8.
9.
10.
11.
12.
29.
31.
32.
33.
34.
35.
36.
39.
0.
6204(#1)
6208(#2)
6212(#3)
6216(#4)
6220(#5)
Y25d.
Partner's child
Grandchild
Parent (incl. in-laws)
Grandparent (incl. in-laws)
Aunt/uncle
Cousin
Niece/nephew
Sister/brother (incl. in-laws)
Great grandchild
Other relative
Roommate
"Friend" (exc. 3)
Relative of Partner (except Child, code 13)
Boarder or roomer/lodger
Paid help (maid, etc.)
Foster child
Other unrelated person
Inap. (No chronic health conditions, no
further chronic health conditions)
AGE (ASKED FOR R DOES NOT LIVE ALONE; FILLED IN
FOR R LIVES ALONE)
Code AGE
0. Inap. (No chronic health conditions, no
further chronic health conditions)
Ages of household members other than the respondent
and spouse are rounded to the nearest 5 years
6205(#1a)
6206(#1b)
6209(#2a)
6210(#2b)
6213(#3a)
6214(#3b)
6217(#4a)
6218(#4b)
6221(#5a)
6222(#5b)
Y25e.
Y26a.
HEALTH CONDITIONS (R DOES NOT LIVE ALONE)
What are these health conditions or problems?
others?) (R LIVES ALONE)
(Any
If a person has more health conditions than there is
room to code:
1) if there is room, code that person more than once
(i.e., use 2 or more adjacent person mentions for
the same person--same REL & AGE);
2) otherwise, attempt to select the 2 most serious
health problems for the person who has excess
mentions;
3) if you're still stuck--see Supervisor.
HEALTH CONDITIONS MASTER CODE
(revised version for 1989 SCF)
Cancers and tumors; skin conditions
101.
Cancer--any site or type; leukemia; Hodgkin's disease;
melanomas; "tumors" if specified as malignant
102.
Tumors, cysts or growths (exc. 101); "polyps"
103.
Skin conditions--any mention exc. cancer (101) or
tumor
(102); dermatitis; eczema; "rashes"
Musculoskeletal system and connective tissue
111.
Arthritis; rheumatism; bursitis
112.
Back or spine problems: chronic stiffness, deformity
or
pain; disc problems; scoliosis; spinal bifida; "bad
back"
113.
Stiffness, deformity or chronic pain in foot, leg, arm
or
114.
115.
116.
117.
119.
hand (exc. 104); "bad knee"
Missing legs, feet, arms, hands, or fingers (from
amputation or congenital deformity)
Paralysis--any mention (incl. from polio)
Hernias; hiatal hernia
Muscular dystrophy
Other musculoskeletal or connective tissue problems;
lupus; osteoporosis; pinched nerve
Heart, circulatory and blood conditions
121.
Heart problems: heart attack (coronary) or failure;
arteriosclerosis; aneurysms; heart deformities;
angina;
122.
123.
124.
"bad heart"; congestive heart disease
High blood pressure (hypertension)
Stroke; cerebral hemorrhage or accident
Blood disorders: anemia; hemophilia; polycythemia;
129.
blood"
Other circulatory problems; phlebitis, clots,
"bad
embolisms;
varicose veins; hemorrhoids; low blood pressure
Respiratory system conditions
131.
Allergies; hayfever; sinusitis; tonsillitis
132.
Asthma
133.
Bronchitis; pneumonia; "acute upper respiratory
problems"
134.
139.
Emphysema
Other respiratory problems; tuberculosis
Endocrine, metabolic and nutritional conditions
141.
Diabetes
142.
Thyroid trouble; goiter
143.
Cystic fibrosis
144.
Nutritional problems; weight problems; eating
disorders;
149.
high cholesterol
Other endocrine/metabolic problems; pancreatitis;
pituitary problems
Digestive system (stomach, liver, gallbladder, kidney,
bladder)
151.
Stomach and intestinal conditions: ulcers; colitis;
gastritis; diverticulosis; appendicitis; Chron's
disease;
152.
153.
"stomach pains"
Liver conditions: cirrhosis; hepatitis
Kidney conditions: kidney stones; kidney failure
154.
155.
159.
dialysis)
Gallbladder conditions
Bladder conditions
Other digestive system problems
(incl.
Neurological and sensory conditions
161.
Blindness or vision problems: glaucoma; cataracts;
detached retina
162.
Deafness, hearing loss or other ear conditions
163.
Multiple sclerosis; cerebral palsy; epilepsy;
Parkinson's;
164.
ALS
Speech conditions--any mention: congenital speech
165.
stuttering
Mental retardation; learning disabilities; Down
defects;
syndrome
169.
Other neurological/sensory problems; sciatica;
"headaches"; "dizziness"; "blackouts"
Reproductive system and prostate conditions
171.
Pregnancy and childbirth problems; miscarriage;
stillbirth; RH factor
172.
Infertility; sterilization; vasectomy; tubal ligation
173.
Prostate conditions
179.
Other problems of reproductive system; hysterectomy;
ovarian problems; PMS; menopause
Emotional and psychological conditions
181.
Alcoholism
182.
Drug abuse, addiction
183.
Other severe psychological conditions: (chronic)
depression; schizophrenia; mania; paranoia; autism
189.
Other emotional and psychological problems; "mental
problems"; "nerves"; "nervous breakdown"
Miscellaneous
191.
Alzheimer's disease; "senility"
192.
Dental and gum conditions--any mention
193.
Infectious diseases; flu, colds, fever, mumps, etc.
194.
Injuries and traumas: broken bones; pulled muscles;
strains; tendon damage; burns, lacerations; concussion
-7.
Other health condition
0.
Inap. (No chronic health conditions, no
further chronic health conditions)
HEALTH CONDITIONS ALPHABETIC LIST
149.
133.
181.
131.
103.
191.
114.
124.
121.
121.
183.
151.
151.
121.
121.
121.
111.
132.
194.
112.
189.
102.
183.
171.
139.
155.
161.
129.
124.
124.
194.
151
194.
169.
139.
133.
194.
111.
121.
101.
101.
161.
163.
???
171.
171.
171.
144.
129.
Acromegaly
Acute upper respiratory diseases
Alcoholism
Allergies
Alopecia
Alzheimer's disease
Amputation of limbs
Anemia
Aneurysm
Angina
Anxiety
Appendectomy
Appendicitis
Arterial blockage
Arteries, hardening
Arteriosclerosis
Arthritis
Asthma
Back injuries
Back, bad
Behavioral problems
Benign tumors
Bipolar depression
Birth of child
Black lung
Bladder conditions
Blindness
Blood clots
Blood disorders, specific
Blood disorders, NFS
Bones, broken/damaged from injuries/accidents
Bowel, irritable
Brain damage, from injuries/accidents
"Brain damage," NFS
Breathing problems
Bronchitis
Burns
Bursitis
Bypass surgery
Cancer
Carcinoma
Cataracts
Cerebral palsy
Chest pains
Childbirth
Childbirth, hemorrhaging from
Childbirth, complications from
Cholesterol, high
"Circulation"
129.
152.
193.
151.
151.
194.
121.
161.
121.
151.
143.
155.
102.
162.
183.
103.
161.
141.
153.
112.
112.
151.
182.
182.
179.
162.
103.
134.
179.
151.
163.
171.
161.
179.
193.
193.
154.
154.
154.
151.
161.
149.
149.
102.
179.
142.
131.
162.
121.
121.
121.
121.
121.
121.
Circulatory system, other specific
Cirrhosis
Colds
Colitis
Colostomy
Concussions
Congestive heart disease
Conjunctivitis
Coronary
Crohn's disease
Cystic fibrosis
Cystitis
Cysts
Deafness
Depression
Dermatitis
Detached retina
Diabetes
Dialysis
Disc, slipped
Disc, worn
Diverticulosis
Drug addiction
Drug dependence
Dysmenorrhea
Ear conditions, all
Eczema
Emphysema
Endometriosis
Enteritis
Epilepsy
Episiotomy
Eye conditions, NFS
Female problems
"Fever"
"Flu"
Gallbladder conditions
Gallbladder, removal
Gallstones
Gastritis
Glaucoma
Gout
Gland problem
"Growths"
Gynecological problems, NFS
Goiter
Hayfever
Hearing, loss of
Heart attack
Heart bypass surgery
Heart condition, NFS
Heart deformities, congenital
Heart murmurs
Heart valve blockage
121.
121.
124.
129.
152.
116.
122.
141.
149.
149.
122.
149.
179.
151.
193.
172.
193.
194.
189.
151.
151.
152.
153.
153.
153.
113.
194.
164.
189.
101.
152.
142.
119.
101.
183.
193.
101.
101.
162.
179.
179.
189.
189.
165.
169.
171.
121.
102.
193.
163.
193.
117.
119.
121.
Heart valve prolapse
Heart valve replacement
Hemophilia
Hemorrhoids
Hepatitis
Hernia, hiatal
High blood pressure
High blood sugar
Hormone problems
Hyperpituitarism
Hypertension
Hypoglycemia
Hysterectomy
Ileitis
"Infection"
Infertility
Influenza
Injuries, accidental
Insomnia
Intestinal conditions
Irritable bowel conditions
Jaundice
Kidney failure
Kidney removal
Kidney stones
Knee, bad
Lacerations
Laryngectomy
Learning disabilities
Leukemia
Liver conditions
Low blood sugar
Lupus
Malignant tumors
Manic-depression
Measles
Melanoma
Melanoma, removal
Meniere's disease
Menopause
Menstrual periods, painful
Mental health problem, vague
Mental problems
Mental retardation
Migraines
Miscarriage
Mitral valve prolapse
Mole removal
Mononucleosis
Multiple sclerosis
Mumps
Muscular dystrophy
Myasthenia gravis
Myocardial infarction
121.
194.
153.
119.
189.
189.
189.
119.
144.
144.
119.
149.
183.
163.
151.
129.
139.
133.
115.
124.
102.
179.
173.
103.
194.
103.
179.
Myocardial schemia
Neck injuries
Nephritis
Nerve, pinched
Nerves, bad
Nervous breakdown
Nervous condition
Neuritis
Obesity
Overweight
Osteoporosis
Pancreatitis
Panic attacks
Parkinson's disease
Peritonitis
Phlebitis
Pleurisy
Pneumonia
Polio
Polycythemia
Polyps
Premenstrual syndrome (P.M.S.)
Prostate conditions
Psoriasis
Pulled muscle
Rash, skin
Reproductive organs, removal of (exc. for cancer,
133.
161.
161.
121.
111.
193.
139.
169.
112.
191.
169.
169.
124.
131.
194.
194.
164.
164.
194.
194.
171.
151.
151.
151.
193.
123.
Respiratory diseases, acute upper
Retina, detached
Retina, torn
Rheumatic heart disease
Rheumatism
Rubella
Sarcoidosis
Sciatica/sciatic nerve problem
Scoliosis
Senility
"Shaky hands"
Shingles
Sickle cell anemia
Sinusitis
Skull bone injuries
Skull fracture
Speech conditions, all
Speech impediment
Spinal cord damage, from injuries/accident
Sprain
Stillbirth
Stomach conditions
Stomach pains
Stomach, removal
Strep throat
Stroke
tumors)
164.
172.
142.
131.
139.
102.
101.
102.
172.
172.
151.
151.
103.
172.
129.
193.
161.
144.
102.
144.
Stuttering
Sterilization
Thyroid problems
Tonsillitis
Tuberculosis
Tumors, benign
Tumor, malignant (or cancerous)
Tumor, NA whether malignant or benign
Tubal ligation
Tubes tied
Ulcerative colitis
Ulcers, stomach (peptic or duodenal)
Ulcers, skin
Vasectomy
Varicose veins
"Virus," NFS
Vision problems, NFS
Vitamin deficiency
Warts
Weight problems
0.
Inap. (No chronic health conditions, no
further chronic health conditions)
---------------------------------------------------------------------------HEALTH INSURANCE
---------------------------------------------------------------------------6301
Y29.
Are you or anyone in your household (including family
members with independent finances) currently eligible
to
receive benefits from any government health insurance
programs, such as Medicare, Medicaid, or CHAMPUS, VA,
or
Y27.
other military programs? (R DOES NOT LIVE ALONE)
Are you currently eligible to receive benefits from
any
government health insurance programs, such as
Medicare,
Medicaid, or CHAMPUS, VA, or other military programs?
(R LIVES ALONE)
1.
5.
Y29a.
YES
NO
Which program is that? (Anything else?) (CHECK ALL
THAT
APPLY.) (IWER: ONLY PERSONS 65 OR OLDER SHOULD BE
ELIGIBLE FOR MEDICATE. ONLY POOR PERSONS SHOULD BE
ELIGIBLE FOR MEDICAID.
CHAMPUS IS FOR ACTIVE
MILITARY.)
Y27a.
(R DOES NOT LIVE ALONE)
Which program is that? (Anything else?) (CHECK ALL
THAT
APPLY.) (IWER: ONLY PERSONS 65 OR OLDER SHOULD BE
ELIGIBLE FOR MEDICARE. ONLY POOR PERSONS SHOULD BE
ELIGIBLE FOR MEDICAID. CHAMPUS IS FOR ACTIVE
MILITARY.)
(R LIVES ALONE)
6302
6303
6304
6305
Y27a./Y29a.
Y27a./Y29a.
Y27a./Y29a.
Y27a./Y29a.
1.
5.
0.
6306
Y29b.
6308
6309
6310
6311
6312
6313
6314
6315
health
Y29d.
Y29d.
Y29d.
Y29d.
Y29d.
Y29d.
Y29d.
Y29c.
MEDICARE
MEDICAID (include MediCal)
VA/CHAMPUS
OTHER
Checked
Not checked
Inap. (Not eligible for any government health
insurance programs)
Is everyone living here covered by (this/one of these)
program(s)?
1.
5.
0.
Y29d.
A.
B.
C.
D.
YES
NO
Inap. (Not eligible for any government health
insurance programs)
Who is not covered? (Anyone else?)
APPLY.)
(CHECK ALL THAT
A.
B.
C.
D.
E.
F.
G.
R
SPOUSE
CHILD(REN) UNDER 18
CHILD(REN) 18 AND OVER
FATHER (IN-LAW)
MOTHER (IN-LAW)
OTHER:
1.
2.
5.
0.
Checked
Grandchild (6314 only)
Not checked
Inap. (Not eligible for any government health
insurance programs, everyone covered by
government health insurance programss)
Do you or anyone living here have any other type of
coverage such as employer plans, or Blue Cross-Blue
Shield, or a Health Maintenance Organization?
Y30.
(R DOES NOT LIVE ALONE)
Do you or anyone living here have any (other) type of
health coverage such as employer plans, or Blue Cross-
Blue
Y27b.
Y28.
Shield, or a Health Maintenance Organization?
Do you have any other type of health coverage such as
employer plans, or Blue Cross-Blue Shield, or a Health
Maintenance Organization? (R LIVES ALONE)
Do you have any type of health coverage such as
employer
plans or Blue Cross-Blue Shield, or a Health
Maintenance
Organization? (R LIVES ALONE)
1.
5.
Y31.
YES
NO
Is this coverage obtained through your employer,
former
Y28a.
employer, or union, (your [husband's/wife's/partner's]
employer, former employer, or union,) through direct
payments to an insurance company, or what? (CHECK ALL
THAT APPLY.)
Is this coverage obtained through your employer or
former
employer, a union, through direct payments to an
insurance
company, or what?
(CHECK ALL THAT APPLY.) (R LIVES
ALONE)
6316
6317
6318
6319
6320
6321
6322
6323
Y28a./Y31.
Y28a./Y31.
Y28a./Y31.
Y31.
Y31.
Y31.
Y28a./Y31.
Y28a./Y31.
A.
B.
C.
D.
E.
F.
G.
H.
R'S EMPLOYER (incl. R's own business)
R'S FORMER EMPLOYER
R'S UNION
S'S EMPLOYER
S'S FORMER EMPLOYER
S'S UNION
DIRECT PAYMENT
OTHER:
1.
2.
Checked
Employer of HU member (except R or Spouse) (6323
3.
Through a relative outside the HU (incl. Ex-
5.
0.
former spouse's employer (R lives alone)
(6323 only)
Not checked
Inap. (No private health insurance coverage)
only)
spouse);
Y31a.
your
How is this coverage paid for -- by you or someone in
household, by an employer, by you and an employer, by
a
Y28b.
relative not living here, or what? (CHECK ALL THAT
APPLY.) (R DOES NOT LIVE ALONE)
How is this coverage paid for -- by you, by an
employer,
by you and an employer, by a relative, or what?
CHECK
ALL
THAT APPLY. (R LIVES ALONE)
6324
6325
6326
6327
6328
Y28b./Y31a.
Y28b./Y31a.
Y28b./Y31a.
Y28b./Y31a.
Y28b./Y31a.
1.
2.
3.
5.
0.
6329
of
Y31b.
A.
B.
C.
D.
E.
R/FAMILY
EMPLOYER (incl. R's or S's own business)
RELATIVE
FORMER EMPLOYER
OTHER:
Checked
Employer of someone else in HH other than R/Spouse
(6328 only)
Employer of person outside HH, incl. relatives/
ex-spouse (6328 only)
Not checked
Inap. (No private health insurance coverage)
Is everyone in your household covered by at least one
these private health programs?
1.
5.
0.
Y31c.
6330
6331
6332
6333
6334
6335
6336
6337
Y31c.
Y31c.
Y31c.
Y31c.
Y31c.
Y31c.
Y31c.
Y32.
YES
NO
Inap. (No private health insurance coverage)
Who is not covered (including those with independent
finances)? (Anyone else?) (CHECK ALL THAT APPLY.)
A.
B.
C.
D.
E.
F.
G.
R
SPOUSE/PARTNER
CHILD(REN) UNDER 18
CHILD(REN) 18 AND OVER
FATHER (IN-LAW)
MOTHER (IN-LAW)
OTHER:
1.
2.
3.
5.
0.
Checked
Other adult relative(s) (6336 only)
Non-relative(s) (6336 only)
Not checked
Inap. (No private health insurance coverage,
everyone covered by private health insurance)
(RB, P. 14)
This is a list of reasons why some people
don't have health insurance.
Which number best
describes
why (you/some members of your household) are not
covered?
1.
2.
TOO EXPENSIVE, CAN'T AFFORD HEALTH INSURANCE
CAN'T GET INSURANCE BECAUSE OF POOR HEALTH, AGE,
3.
4.
ILLNESS
DON'T BELIEVE IN HEALTH INSURANCE
NOT MUCH SICKNESS IN THE FAMILY; WE HAVEN'T
5.
6.
11.
95.
INSURANCE
DISSATISFIED WITH PREVIOUS INSURANCE
JOB LAYOFF OR JOB LOSS
Not covered on job yet, but will be soon
Those without private insurance are already
OR
NEEDED
covered
-7.
0.
by Medicare/Medicaid
OTHER
Inap. (Has private health insurance coverage
or all covered by a government program)
---------------------------------------------------------------------------FINANCES OF OTHER ECONOMIC UNITS WITHIN THE HOUSEHOLD
---------------------------------------------------------------------------6401
Y33.
INTERVIEWER CHECKPOINT
1.
2.
0.
6402
adults
Y34.
1 OR MORE ADULTS WITH INDEPENDENT FINANCES (COL. F
MARKED "INDEP")
ALL OTHERS
Inap. (R lives alone)
I'd like to ask some questions just about the other
22 and over who live with you (and your family) but
have
independent finances.
(Does he/Does she/Do any of
these
other adults) receive any income from wages or
salaries?
1.
5.
0.
YES
NO
Inap. (No adults with independent finances)
6403
from
Y34a.
Roughly how much total income did (he/she/they) have
wages and salaries in 1988 before taxes and
deductions?
(ACCEPT RANGE.)
Code actual amount
-1. Zero; none in 1988
0. Inap. (No adults with independent finances,
independent adults have no wages/salaries)
6405
other
Y35.
(Does he/Does she/Do they) receive income from any
sources (such as social security, a pension,
disability
payments, public assistance, or income from a business
or
other assets)?
1.
5.
0.
Y35a.
6406
6407
6408
6409
6410
6411
6412
6413
6414
Y35a.
Y35a.
Y35a.
Y35a.
Y35a.
Y35a.
Y35a.
Y35a.
Y35a.
YES
NO
Inap. (No adults with independent finances)
What other sources of income (does he/does she/do they)
have? (CHECK ALL THAT APPLY.)
A.
B.
C.
D.
E.
F.
G.
H.
J.
SOCIAL SECURITY
PENSIONS
DISABILITY
PUBLIC ASSISTANCE
INTEREST INCOME
DIVIDENDS
BUSINESS
REAL ESTATE
OTHER
1.
5.
0.
Checked
Not checked
Inap. (No adults with independent finances,
independent adults have no income from other
sources)
6415
from
Y35b.
Roughly how much total income did (he/she/they) have
(all these/this) source(s) in 1988 before taxes and
deductions?
Code actual amount
-1. Zero; none in 1988
0. Inap. (No adults with independent finances,
independent adults have no income from other
sources)
6417
other
Y36.
(Does he/Does she/Do any of them) have any cars or
vehicles?
1.
5.
0.
6418
in
Y36a.
YES
NO
Inap. (No adults with independent finances)
Roughly, how much (is this/are these) vehicle(s) worth
today's prices?
(ACCEPT RANGE.)
Code actual amount
-1. Zero; worth nothing
0. Inap. (No adults with independent finances,
independent adults have no vehicles)
6420
savings
Y37.
(Does he/Does she/Do they) have any bank accounts,
accounts, or savings bonds?
1.
5.
0.
6421
have
Y37a.
YES
NO
Inap. (No adults with independent finances)
Roughly, how much in total (does he/does she/do they)
in bank accounts, savings accounts, or savings bonds?
(ACCEPT RANGE.)
Code actual amount
-1. Zero; account with no balance
0. Inap. (No adults with independent finances,
independent adults have no accounts/savings
bonds)
6423
as
Y38.
(Does he/Does she/Do they) have any other assets (such
stocks, bonds, a business, or any properties,
including
any part of the [house/apartment] you live in)?
1.
5.
0.
YES
NO
Inap. (No adults with independent finances)
6424
6425
6426
6427
6428
6429
6430
6431
6432
have
Y38a.
What other kinds of assets (does he/does she/do they)
have? (CHECK ALL THAT APPLY.)
Y38a.
Y38a.
Y38a.
Y38a.
Y38a.
Y38a.
Y38a.
Y38a.
A.
B.
C.
D.
E.
F.
G.
H.
R'S HOME
STOCKS
BONDS
MUTUAL FUNDS
MONEY MARKET FUNDS
BUSINESS
OTHER REAL ESTATE
OTHER
1.
5.
0.
Checked
Not checked
Inap. (No adults with independent finances,
independent adults have no other assets)
Y38b.
Roughly, how much in total (does he/does she/do they)
in (all these/this) asset(s)?
(ACCEPT RANGE.)
Code actual amount
-1. Zero value; currently a loss
0. Inap. (No adults with independent finances,
independent adults have no other assets)
6435
own?
Y39a.
What share of this home (does he/does she/do they)
Code PERCENT to 2 decimal places
0. Inap. (No adults with independent finances,
independent adults do not own part of R's home)
6436
Y39b.
What is the present value of this home? I mean, about
what would it bring if it were sold today?
Code actual amount
0. Inap. (No adults with independent finances,
independent adults do not own part of R's home)
6437
land
Y39c.
What is the amount still owed on all the mortgages,
contracts and loans on the home?
(ACCEPT RANGE.)
Code actual amount
-1. NOTHING
0. Inap. (No adults with independent finances,
independent adults do not own part of R's home)
6438
your
Y40.
Not including any debts (he/she/they) owe(s) you (or
[husband/wife]), (does he/does she/do they) have any
debts? (IF R ASKS: DO NOT INCLUDE MORTGAGE ON R'S
HOME.)
1.
5.
0.
6439
Y40a.
YES
NO
Inap. (No adults with independent finances)
Roughly how much in total are (his/her/their) debts?
Code actual amount
0. Inap. (No adults with independent finances,
independent adults do have any debts)
---------------------------------------------------------------------------EXPECTATIONS AND ATTITUDES
---------------------------------------------------------------------------301
your
A1.
I'd like to start this interview by asking you about
expectations for the future.
Over the next five
years, do
you expect the U.S. economy as a whole to perform
better,
worse, or about the same as it has over the past five
years?
1.
2.
3.
302
be
A2.
BETTER
WORSE
ABOUT THE SAME
Five years from now, do you think interest rates will
higher, lower, or about the same as today?
1.
2.
3.
303
A3.
HIGHER
LOWER
ABOUT THE SAME
Over the next five years, do you expect your total
(family) income to go up more than prices, less than
prices, or about the same as prices?
1.
2.
UP MORE
UP LESS
3.
304
income
A4.
ABOUT THE SAME
Over the past five years, did your total (family)
go up more than prices, less than prices, or about the
same as prices?
1.
2.
3.
401
you
B1.
UP MORE
UP LESS
ABOUT THE SAME
Now I would like to ask you some questions about how
feel about credit.
In general, do you think it is a
good
idea or a bad idea for people to buy things on the
installment plan?
1.
3.
5.
B2.
GOOD IDEA
GOOD IN SOME WAYS, BAD IN OTHERS
BAD IDEA
People have many different reasons for borrowing money
which they pay back over a period of time. For each
of
the reasons I read, please tell me whether you feel it
is
402
403
404
jewelry?
405
406
B2a.
B2b.
B2c.
all right for someone like yourself to borrow money...
first, to cover the expenses of a vacation trip?
next, to cover living expenses when income is cut?
(next,) to finance the purchase of a fur coat or
B2d.
B2e.
(next,) to finance the purchase of a car?
finally, to finance educational expenses?
1.
5.
407
B3.
YES
NO
In the past five years, has a particular lender or
creditor turned down any request you (or your
[husband/wife]) made for credit, or not given you as
much
credit as you applied for?
much
credit?)
1.
3.
5.
YES, TURNED DOWN
YES, NOT AS MUCH CREDIT
NO
(Turned down, or not as
408
your
B3a.
Were you later able to obtain the full amount you (or
husband/wife) requested by reapplying to the same
institution or by applying elsewhere?
1.
5.
0.
409
B4.
YES
NO
Inap. (Not turned down)
Was there any time in the past five years that you (or
your [husband/wife]) thought of applying for credit at
a
particular place, but changed your mind because you
thought you might be turned down?
1.
5.
3001
H16.
YES
NO
R HAS ANY LOANS -- RECODED FROM INTERVIEWER CHECKPOINT
1.
R HAS ANY TYPE OF LOAN OR DEBT -- MORTGAGE,
2.
3.
4.
LOAN, PROPERTY, VEHICLE OR OTHER LOANS
ALL OTHERS
CHECKED "NO DEBTS," BUT R HAD DEBTS
CHECKED "DEBTS," R HAD NO DEBTS
HOUSING
3002
you
H17.
(RB, P. 2)
Thinking about the loan or mortgage that
took out most recently, what was the main reason you
chose
the lender that you did?
(Was it because of the
location
of their offices, because they had the best interest
rates, because you were able to obtain many services
at
one place, because they were recommended by someone
else,
or some other reason?)
1.
2.
3.
4.
5.
RECOMMENDED
INTEREST RATES
LOCATION OF OFFICES
Other business done here
Easy to qualify (for credit); only place that
6.
7.
8.
give us a loan
MANY SERVICES IN ONE PLACE
Low fees/service charges
Safety
would
9.
11.
Other convenience mentions: payroll deduction
feature; "convenience"--NFS
Personal relationship; they know me; know/like
them;
22.
R/Spouse works there
No choice--assumed existing debt and lender from
previous owner
No choice--financed through store/dealer and
-7.
0.
was their financial institution
OTHER
Inap. (R has no loans)
21.
this
3003
thinking
H18.
(Not using the booklet.)
(READ SLOWLY:)
Again
about the same loan, roughly how far was the office
where
the application was made from the home or workplace of
the
person who made the application?
(IF R ASKS:
WE WANT
THE
CLOSER OF THE DISTANCE FROM HOME OR OFFICE.)
RANGE.)
(ACCEPT
Code MILES
51.
OVER 50 MILES
-1.
LESS THAN A MILE
0.
Inap. (R has no loans)
3004
H19.
Now thinking of all the various loan payments you made
during the last year, were all the payments made the
way
they were scheduled, or were payments on any of the
loans
sometimes made later or missed?
1.
5.
-1.
-7.
0.
3005
H19a.
Were you ever behind in your payments by two months or
more?
1.
5.
0.
scheduled)
ALL PAID AS SCHEDULED
SOMETIMES GOT BEHIND OR MISSED PAYMENTS
Payments not due/started yet
Other
Inap. (R has no loans)
YES
NO
Inap. (R has no loans, all payments made as
3006
J1.
(family's)
3007
What
Now I'd like to ask a few questions about your
savings.
People have different reasons for saving.
are your (family's) most important reasons for saving?
1.
2.
Children's education; education of grandchildren
Own education; spouse's education; education--NA
3.
whom
"For the children/family"--NFS; "to help the
for
kids
11.
12.
13.
14.
15.
16.
out"
Buying own house (code summer cottage in 12)
Purchase of cottage or second home for own use
Buy a car
Home improvements/repairs
To travel; take vacations
Buy durable household goods, appliances, home
furnishings; hobby items; for other purchases
not
codable above or not further specified; "buy
things
when we need/want them"; moving/special
occasions
17.
18.
21.
Burial; funeral expenses
Charitable or religious contributions
Buying (investing in) own business/farm;
22.
23.
24.
25.
for business/farm
Retirement; old age
Reserves in case of unemployment
In case of illness; medical/dental expenses
Emergencies; "rainy days"; other unexpected
equipment
needs;
28.
for "security"/independence
Investment reasons (to get interest, to be
diversified, to buy other forms of assets)
To meet contractual commitments (debt repayment,
insurance, taxes, etc.); to pay off house
"To get ahead"; for the future; to advance
29.
90.
of living
Ordinary living expenses/bills
Had extra income; saved because had the money
91.
over--no other purpose specified
Wise/prudent thing to do; good discipline to
92.
-1.
-7.
0.
Liquidity; to have cash available/on hand
Don't/can't save; "have no money"
Other
Inap. (No additional reason)
26.
27.
standard
left
save
3008
income
J2.
(RB, P. 3)
In deciding how much of their (family)
to spend or save, people are likely to think about
different financial planning periods. In planning
your
(family's) saving and spending, which of the time
periods
listed on this page is most important to you (and your
[husband/wife])?
1.
2.
3.
4.
5.
-1.
3009
J3.
Which is the least important to you? (RECORD ANSWER IN
GRID ABOVE.)
1.
2.
3.
4.
5.
-1.
3010
major
J4.
NEXT FEW MONTHS
NEXT YEAR
NEXT FEW YEARS
NEXT 5 - 10 YEARS
LONGER THAN 10 YEARS
R only says: "no savings"/"can't (don't) save"
NEXT FEW MONTHS
NEXT YEAR
NEXT FEW YEARS
NEXT 5 - 10 YEARS
LONGER THAN 10 YEARS
R only says: "no savings"/"can't (don't) save"
(Not using the booklet.)
Are there any foreseeable
financial obligations that you (and your family)
expect
will have to be met in the future, such as educational
expenses, health care costs, and so forth? (IF R
ASKS,
THE FUTURE MEANS THE NEXT FIVE TO TEN YEARS.)
1.
5.
3011
(CHECK
3012
3013
J4a.
YES
NO
(RB, P.4)
What kinds of obligations are these?
ALL THAT APPLY.
Code up to 3 mentions
1.
EDUCATION: R'S CHILDREN (incl. step & adopted
children); grandchildren
2.
EDUCATION: OTHERS (incl. R & spouse)
3.
HEALTH CARE: SELF/SPOUSE
4.
HEALTH CARE: OTHERS (incl. elderly
parents/disabled
5.
11.
child)
Health care/Medical expenses -- NA for whom
General support for R/spouse in retirement or
old
12.
13.
14.
21.
22.
23.
24.
25.
26.
31.
41.
-7.
0.
3014
comes
J5.
age
General support for (disabled) child/grandchild;
"raising my grandson"
General support for parents
General support for others or NA for whom
Home purchase (incl. vacation home)
Purchase of car or other large durable goods
Burial expenses
Taxes
Home repairs/improvements
Weddings, vacations, moving and other special
expenditures
Business/investment; start/expand own business
Bills/living expenses--NFS
OTHER
Inap. (No financial obligations, no additional
financial obligations)
(RB, P. 5)
Which of the statements on this page
closest to the amount of financial risk that you (and
your
[husband/wife]) are willing to take when you save or
make
investments?
If more than one box checked, code smallest category
#.
1.
TAKE SUBSTANTIAL FINANCIAL RISKS EXPECTING TO
2.
SUBSTANTIAL RETURNS.
TAKE ABOVE AVERAGE FINANCIAL RISKS EXPECTING TO
EARN
EARN
3.
4.
J6.
ABOVE AVERAGE RETURNS.
TAKE AVERAGE FINANCIAL RISKS EXPECTING TO EARN
AVERAGE RETURNS.
NOT WILLING TO TAKE ANY FINANCIAL RISKS.
(RB, P. 6)
Which of the following statements on this
page comes closest to describing you(r) (and your
[husband's/wife's]) saving habits? (CHECK MORE THAN
ONE
3015
J6-1.
ONLY IF NECESSARY.)
DON'T SAVE -- USUALLY SPEND MORE THAN INCOME
3016
3017
3018
3019
3020
J6-2.
J6-3.
J6-4.
J6-5.
J6-6.
DON'T SAVE -- USUALLY SPEND ABOUT AS MUCH AS INCOME
SAVE WHATEVER IS LEFT OVER AT THE END OF THE MONTH--NO
SAVE INCOME OF ONE FAMILY MEMBER, SPEND THE OTHER
SPEND REGULAR INCOME, SAVE OTHER INCOME
SAVE REGULARLY BY PUTTING MONEY ASIDE EACH MONTH
1.
5.
3021
how
J7.
Checked
Not checked
(RB, P. 7)
Now I'd like to ask a few questions about
you see various risks.
First, on a scale from 0 to
10,
where 0 equals almost no risk and 10 equals very great
risk, what do you think is the risk that the U.S.
economy
will experience a major depression sometime during the
next ten years or so?
0.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
3022
to
J8.
ALMOST NO RISK
VERY GREAT RISK
(RB, STILL ON P. 7)
And what number would you give
the risk that the U.S. economy will experience double
digit inflation sometime during the next ten years or
so?
0.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
3023
the
J9.
ALMOST NO RISK
VERY GREAT RISK
(RB, P. 8)
On a different scale, how would you rate
retirement income you (expect to receive/are
receiving)
from Social Security and job pensions?
0.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
3024
borrowing
J10.
TOTALLY INADEQUATE
ENOUGH TO MAINTAIN LIVING STANDARDS
VERY SATISFACTORY
(RB, P. 9)
When making major decisions about
and saving, some people shop around for the very best
terms while others don't. Where would your family be
on
the scale?
0.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
ALMOST NO SHOPPING
A GREAT DEAL OF SHOPPING
---------------------------------------------------------------------------LINKAGE TO PENSION PROVIDER
---------------------------------------------------------------------------6501
Y42.
END OF IW REFERENCE: RESPONDENT'S EMPLOYMENT/PENSION
INFORMATION
1.
R IS COVERED BY PENSION ON CURRENT JOB (1 OR
2.
PLANS AT R18, P. 82)
ALL OTHERS
MORE
6502
Y43.
END OF IW REFERENCE:
INFORMATION
SPOUSE'S EMPLOYMENT/PENSION
3.
4.
5.
R IS NOT MARRIED/LIVING WITH PARTNER
S IS COVERED BY PENSION ON CURRENT JOB
ALL OTHERS
---------------------------------------------------------------------------INTERVIEWER OBSERVATIONS
---------------------------------------------------------------------------6503
ZZ1.
RELATIONSHIP OF R TO INFORMANT:
1.
2.
3.
4.
5.
6.
-7.
.N
6504
ZZ2.
R IS INFORMANT
Spouse of Informant; partner of Informant
Child "
"
Parent "
"
Roommate/friend
Employer of Informant (e.g., maid was Informant)
OTHER: R IS __________ OF INFORMANT
NA
TYPE OF STRUCTURE IN WHICH FAMILY LIVES:
0.
1.
2.
3.
4.
5.
6.
7.
8.
IW NOT CONDUCTED AT R'S HOME (low priority code)
TRAILER; MOBILE HOME
DETACHED SINGLE FAMILY HOUSE
2-FAMILY HOUSE, 2 UNITS SIDE BY SIDE
2-FAMILY HOUSE, 2 UNITS ONE ABOVE THE OTHER;
"duplex"--NA whether 3 or 4
DETACHED 3-4 FAMILY HOUSE
ROW HOUSE (3 OR MORE UNITS IN AN ATTACHED ROW)
APARTMENT HOUSE (4 OR FEWER UNITS)
CONDO/APARTMENT HOUSE (5 OR MORE UNITS, 3 STORIES
9.
LESS)
CONDO/APARTMENT HOUSE (5 OR MORE UNITS, 4 STORIES
OR
OR
10.
11.
-7.
.N
6505
6506
MORE)
APARTMENT IN PARTLY COMMERCIAL STRUCTURE
Gov't. housing "projects"--not codeable above
OTHER
NA
ZZ3.
NEIGHBORHOOD: Look at the structures on R's block and
check as many as apply.
ZZ3.
ZZ3.
A.
B.
VACANT LAND (include "lake", "farmland")
TRAILER/MOBILE HOME
6507
6508
OTHER
6509
6510
6511
6512
OR
ZZ3.
ZZ3.
C.
D.
DETACHED SINGLE FAMILY HOUSE
2-FAMILY HOUSE; SIDE BY SIDE OR ONE ABOVE THE
ZZ3.
ZZ3.
ZZ3.
ZZ3.
E.
F.
G.
H.
DETACHED 3-4 FAMILY HOUSE
ROW HOUSE (3 OR MORE UNITS IN AN ATTACHED ROW)
APARTMENT HOUSE (4 OR FEWER UNITS)
CONDO/APARTMENT HOUSE (5 OR MORE UNITS, 3 STORIES
6513
OR
ZZ3.
J.
LESS)
CONDO/APARTMENT HOUSE (5 OR MORE UNITS, 4 STORIES
6514
6515
6516
6517
6518
ZZ3.
ZZ3.
ZZ3.
ZZ3.
ZZ3.
K.
L.
M.
N.
P.
MORE)
COMMERCIAL OR INDUSTRIAL STRUCTURE
PARK; golf course
SCHOOL OR OTHER GOV'T. BUILDING
VACANT BUILDING
OTHER
1.
2.
3.
5.
.N
0.
6519
DOWN
ZZ4.
Checked
Gov't/Housing Project--not codeable above
Church (6518 only)
Not checked
NA
Inap. (Interview not conducted in R's home)
BUILDINGS IN THE IMMEDIATE NEIGHBORHOOD (LOOK UP AND
THE BLOCK) ARE:
1.
2.
3.
4.
.N
0.
6520
ZZ5.
HOUSING STRUCTURES ON BLOCK ARE:
1.
2.
3.
.N
0.
6521
ZZ6.
ALL RESIDENTIAL
MOSTLY RESIDENTIAL
ABOUT EQUALLY RESIDENTIAL AND NONRESIDENTIAL
MOSTLY NONRESIDENTIAL
NA
NONE IN VIEW;
Inap. (Interview not conducted in R's home)
0-20 FEET APART
21-100 FEET APART
OVER 100 FEET APART
NA
Inap. (Interview not conducted in R's home)
CONDITION OF BUILDING EXTERIOR IS:
1.
2.
3.
CLEAN AND SOUND
SOME PAINT PEELING OR CRACKS IN MASONRY
NEEDS SUBSTANTIAL PAINTING, REFILLING, OR REPAIR
4.
.N
0.
6522
GENERAL
ZZ7.
DILAPIDATED
NA
Inap. (Interview not conducted in R's home)
CONDITION OF THE EXTERIOR OF BUILDINGS ON BLOCK IN
(BOTH SIDES OF STREET) LOOKS:
1.
2.
3.
.N
0.
6523
THE
ZZ8.
BETTER THAN R'S
AS GOOD AS R'S
WORSE THAN R'S
NA
NO OTHER BUILDINGS IN VIEW;
Inap. (Interview not conducted in R's home)
PLEASE RATE THE PHYSICAL CONDITION OF THE INTERIOR OF
HU:
1.
EXCELLENT: WALLS AND CEILINGS HAVE NO CRACKS;
2.
3.
PANELLING IS IN GOOD CONDITION
GOOD: NEEDS SOME MINOR PAINTING OR REFINISHING
FAIR: NEEDS MAJOR INTERIOR WORK--HOLES AND/OR
4.
8.
.N
0.
NEED PATCHING, PAINTING NEEDED, ETC.
POOR: SOME WALLS OR CEILINGS NEED REPLACEMENT
DON'T KNOW--WASN'T INSIDE HOUSE
NA
Inap. (Interview not conducted in R's home)
PAINT OR
CRACKS
6524
ZZ9.
NEIGHBORHOOD RESIDENTS SEEM TO BE:
1.
2.
3.
4.
5.
8.
.N
0.
6525
ZZ10.
ALL BLACK
ALMOST ALL BLACK
HALF BLACK AND HALF NON-BLACK
ALMOST ALL NON-BLACK
ALL NON-BLACK
DON'T KNOW
NA
Inap. (Interview not conducted in R's home)
R'S UNDERSTANDING OF THE QUESTIONS WAS . . .
1.
2.
3.
4.
EXCELLENT
GOOD
FAIR
POOR
6526
ZZ11.
R'S ABILITY TO EXPRESS (HIMSELF/HERSELF) WAS . . .
1.
2.
3.
4.
6527
ZZ12.
WAS R SUSPICIOUS ABOUT THE STUDY BEFORE THE INTERVIEW?
1.
2.
5.
6528
ZZ13.
ZZ14.
6530
6531
6532
6533
6534
6535
ZZ15
ZZ15.
ZZ15.
ZZ15.
ZZ15.
ZZ15.
ZZ16.
VERY HIGH
ABOVE AVERAGE
AVERAGE
BELOW AVERAGE
VERY LOW
OTHER PERSONS PRESENT AT THE INTERVIEW: (CHECK ALL THAT
APPLY.)
A. CHILDREN UNDER 6
B. CHILDREN 6 & OVER
C. SPOUSE
D. OTHER RELATIVES
E. OTHER ADULTS
F. NO ONE
1.
5.
9.
6536
NO, NOT AT ALL SUSPICIOUS
YES, SOMEWHAT SUSPICIOUS
YES, VERY SUSPICIOUS
OVERALL, HOW GREAT WAS R'S INTEREST IN THE INTERVIEW?
1.
2.
3.
4.
5.
ZZ15.
NO, NOT AT ALL SUSPICIOUS
YES, SOMEWHAT SUSPICIOUS
YES, VERY SUSPICIOUS
WAS R SUSPICIOUS ABOUT THE STUDY AFTER THE INTERVIEW?
1.
2.
5.
6529
EXCELLENT
GOOD
FAIR
POOR
Checked
Not checked
NA
DID R REFER TO DOCUMENTS TO ANSWER QUESTIONS?
1.
2.
4.
5.
8.
9.
FREQUENTLY
SOMETIMES
RARELY
NEVER
DK
NA
6537
6538
6539
6540
ZZ17.
ZZ17.
ZZ17.
ZZ17.
ZZ17.
WHICH DOCUMENTS DID R REFER TO? (CHECK ALL THAT APPLY)
A. LOAN DOCUMENTS
B. CHECKING; SAVINGS; INVESTMENTS
C. PENSION DOCUMENTS
D. INCOME TAX RETURN
1.
5.
8.
9.
0.
Checked
Not checked
DK
NA
Inap. (Did not refer to documents)
***********************************************************************
MISC. RECODED VARIABLES
***********************************************************************
farm these out the to proper location elsewhere in the codebook...
***********************************************************************
8161 variable to link head/spouse with 1983
(0) not a panel case
1989 R single
(1) single in 1983
married/partner in 1983
(2) R was head in 1983
(3) R was spouse in 1983
1989 R married/partner
single in 1983
(4) R is head in 1989
(5) R is spouse in 1989
married/partner in 1983
same R and spouse
(6) R is head in 1989
(7) R is spouse in 1989
different spouse
(8) R is head in 1989
(9) R is spouse in 1989
* note that if absent spouse (i.e. x105=7 or x105=8 or x100 ne 0)
then resp is always head and new values for x102,x105,and x107
x102=45
x105=12 or 13 if x8023=7 or 8
x107=12
8152
8153
8154
8155
8156
8157
8158
assets of new spouse since 1983
debt of new spouse since 1983
for widows since 1983, amount of assets bequeathed outside HH
for widows since 1983, amount of insurance settlement
for div since 1983, amount of assets R kept
for div since 1983, amount of assets old S kept
for div since 1983, alimony involved?
8159
8160
for div since 1983, child custody agreement?
for div since 1983, child support?
X. VEHICLES
8346 place holder for imputed value of x2103
8347 place holder for imputed value of x2110
8348 place holder for imputed value of x2204
8349 place holder for imputed value of x2304
8350 place holder for imputed value of x2404
XIII. FINANCIAL ASSETS
4016
8174
n50.face val oth life in
intrm var - original value of 4006
4019 n52.if other assets
8173 number of other assets (N52)
XIV. EMPLOYMENT
8067
8068
total annual earnings (main job), H -- RECODE AND J
total annual earnings (main job), Sp -- RECODE AND J
EMPLOYMENT HISTORY RECODES + J
8069
8082
total years worked full-time, H
total years worked full-time, Sp
8269
total years worked f.t. through 86 (for imp bounds), H
no j-code var
total years worked f.t. through 86 (for imp bounds), S
no j-code var
8282
8569
8582
8070
8083
8270
8283
total years
be used if
total years
be used if
worked
8269 =
worked
8282 =
f.t. through 83 (for imp bounds), to
. , no j-code var
H
f.t. through 83 (for imp bounds), to
. , no j-code var
S
total number of employers >= yr,
J code for cases where person is
total number of employers >= yr,
J code for cases where person is
H (remember to make proper
pt/nw and worked for < 5 yrs
Sp (remember to make proper
pt/nw and worked for < 5 yrs
total number of employers >= yr through 86 (for imp bounds), H
no j-code var
total number of employers >= yr through 86 (for imp bounds), S
no j-code var
8071
8084
total years worked part-time, H
total years worked part-time, Sp
8271
total years worked p.t.
no j-code var (for new
total years worked p.t.
no j-code var (for new
8284
8571
8584
8501
data
total years
be used if
total years
be used if
l.p.j var
worked
8271 =
worked
8284 =
through 86
86 spouses
through 86
86 spouses
(for imp bounds), H
a bound using 89 data only)
(for imp bounds), S
a bound using 89 data only)
p.t. through 83 (for imp bounds), to
. , no j-code var
H
p.t. through 83 (for imp bounds), to
. , no j-code var
S
= < .z when f.t. l.p.j. can't be calculated due to bad
(=.f new sp 89 (p.t. or n.w.) or 86, and questions not
asked)
8601
data
l.p.j var
=86
=83
=1
=2
=5
=6
=89
= <
if f.t. l.p.j. is 86 job
if f.t. l.p.j. is 83 job
if new 89 sp never wk f.t.
if no f.t. l.p.j. ( >= 3 years if f.t. in 89)
if f.t. l.p.j. from new sp info
from 83 f.t. l.p.j.
from 83-86/90 job
H
.z when f.t. l.p.j. can't be calculated due to bad
(=.f new sp 89 (p.t. or n.w.) or 86, and questions not
asked)
=86
=83
=1
=2
=5
=6
=89
if f.t. l.p.j. is 86 job
if f.t. l.p.j. is 83 job
if new 89 sp never wk f.t.
if no f.t. l.p.j. ( >=3 years if f.t. in 89)
if f.t. l.p.j. from new sp info
from 83 f.t. l.p.j.
from 83-86/90 job
S
8072
8085
wdk for other/self longest prior job, H
wdk for other/self longest prior job, Sp
8073
8086
occ longest prior job, H
occ longest prior job, Sp
8273
8286
occ longest prior job, H (80 code)
occ longest prior job, Sp (80 code)
8074
8087
ind longest prior job, H
ind longest prior job, Sp
8274
8287
ind longest prior job, H (80 code)
ind longest prior job, Sp (80 code)
8075
8088
when started longest prior job, H (beware J codes)
when started longest prior job, Sp (beware J codes)
8076
8089
when left longest prior job, H (include R46c and R47c)
when left longest prior job, Sp (include R46c and R47c)
8276
8289
imp lower bound for 8076, H
imp lower bound for 8089, Sp
8077
R47d)
8090
R47d)
how much made when left longest prior job, H (include R46d and
how much made when left longest prior job, Sp (include R46d and
8131
8097
per for how much made, R
per for how much made, R
8078
8091
when expect to start working, nw, h
when expect to start working, nw, Sp
8079
8092
when expect to start pt, ft+nw, h
when expect to start pt, ft+nw, Sp
8080
8093
when stop working full-time, h
when stop working full-time, Sp
8081
8094
when stop working altogether, h
when stop working altogether, Sp
------------------------------------------------------------------------------------------------------------------------------------------------------VI. EDITING INSTRUCTIONS
-----------------------1989 SURVEY OF CONSUMER FINANCES
REVISED EDITING INSTRUCTIONS
GENERAL EDITING INSTRUCTIONS
Recording
pencil
1.
Editors must write in the interviews in GREEN
only.
Check editors must use RED pencil only.
The
Editing Supervisors must use red pencil and must
initial all decisions they make.
Deleting Items
delete
2.
Never erase an interviewer's entries.
them by circling them out.
entries
Instead,
The interviewer's
must always remain readable even after deletion.
Editing marks may be erased if editing changes
are
made.
Moving Items
part
3.
When it is necessary to move a response from one
of the interview to another, circle the item out,
and
enter it in the new place.
Be sure to place a
note at
the old place stating where the item was moved to
and
why.
Add another note at the new place stating
where
the item was moved from.
Explanatory
addition to
Notes
might
4.
Explanatory notes should also be made (in
item 3 above) whenever a decision is made which
not be apparent to someone reviewing the
interview.
THE REASON FOR YOUR EDITING SHOULD BE MADE CLEAR.
Missing
Responses (NA's)
5.
Edit a response NA (NOT ASCERTAINED) whenever:
a.
A question was skipped which should have been
asked.
b.
R refused to answer a question and there is
no
'REFUSED' box.
The Golden Rule
(on
6.
READ ALL MARGINAL NOTES and the THUMBNAIL SKETCH
the back page) and utilize the information
contained
in them in your editing.
If any information from
them
will be lost due to following the editing
instructions, or if it contradicts other
information,
or you do not know how to incorporate it, see the
Editing Supervisor. WE DO NOT WANT TO LOSE ANY
IMPORTANT INFORMATION CONTAINED IN MARGINAL
NOTES.
Control
Questions
7.
MAKE SURE CONTROL QUESTIONS ARE CHECKED
a.
If a control question was left blank but
the
questions contingent upon it were answered,
you
can edit the control question to agree with
the
contingent Q's.
b.
If a control question was left blank and
the
questions contingent upon it were also left
blank, the control question should be NA'd,
unless the I'wer has circled or underlined
a
skip instruction at the control Q
indicating
which box was meant. Then the appropriate
control box may be edited in.
c.
If, however, the control question was
checked
and the series of questions contingent upon
it
were left blank, the control question
should be
left as is and the contingent questions
that
follow should be NA'd.
Ranges and
the
Rounding
whole
8.
If a range is given, circle it out and edit it to
midpoint, rounding when necessary to the nearest
number.
If the midpoint should be halfway
between two
whole numbers, edit it to the odd number.
Card B
9.
Whenever CARD B was used, the I'wer should have
recorded a letter; edit in the appropriate
numeric
code for that category from the Card B code below
next
to the I'wers letter. Watch for dollar ranges in
which the I'wer recorded the dollar ranges from
CARD B
rather than the corresponding letter.
These will
be
characterized by dollar ranges where the first
number
ends in 01 and the range reads the same as on
CARD B.
Edit these as though the letters C-J were given.
Do
not, however, assume that the ranges "Less than
$500"
or "$500-$1000" are the same as "A" & "B" on CARD
B.
Edit these normally.
If 2 letters are given as a
range (e.g., "C-D"), edit these to the number on
the
lower end of the range for the second letter
given
("2,501" for the above example is the lower end
of the
"D" range).
CARD B CODES
IW'ERS
LETTER
INDICATED
RANGE
A
LESS THAN $500
B
$500-$1,000
C
$1,001-$2,500*
D
$2,501-$10,000*
E
$10,001-$50,000*
F
$50,001-$250,000*
G
$250,001-$1 MILLION*
H
$1 MILLION-$10 MILLION*
I
$11 MILLION-$100 MILLION*
J
MORE THAN $100 MILLION*
CODE
9-980
9-981
9-982
9-983
9-984
9-985
9-986
9-987
9-988
9-989
* If these ranges are found, you can assume the R
gave
the range from CARD B instead of the letter, and
edit
to the CODE specified above.
Modified
as
Amounts
10.
Do not make adjustments to qualified amounts such
"a little more," "over $X". Do, however, use the
special codes listed below for the following:
"over 1 million"
"over 10 million"
"only a little";
"not much"
Cents Recorded
fields
11.
=
=
=
1,111,111
11,111,111
00 000 001
If dollars and cents are recorded in amount
OTHER THAN HOURLY WAGES, circle out the cents
portion.
However, if you are using such a number for
calculations, use the cents.
Supervisor's
an
Decisions
should
12.
When an editor makes a decision with the help of
editing supervisor or a study director, he/she
record the initials of the person who helped them
next
to the explanatory note.
Editors' Problem 13.
Case Summary
problem
Sheet
The purpose of the "Problem Sheet" is to provide a
more complete description of certain types of
cases. The information will be used to review
decisions made, to provide additional data for
the
imputation process, and to give a more complete
picture of the case than the data alone allows.
These
sheets should be filled out in all the following
circumstances:
a.
Whenever there are marginal notes or other
volunteered information that is not
captured in
the editing/coding, especially dollar
amounts
and including responses to questions that
Interviewers asked in error.
b.
When a decision has been made that was
somewhat
arbitrary and could have been made another
way
using the information provided.
In these
cases,
all information relevant to the decision
should
be recorded.
c.
Wherever specifically instructed to do so
in the
Edit Instructions.
d.
When requested to do so by the Editing
Supervisor.
e.
When an item must be NA'd because only
"partial"
information is known, record the "partial"
information which would otherwise be lost.
f.
When significant detail is volunteered
about
assets or debts in "mop-up" questions which
will
not otherwise be incorporated into the
data.
g.
When certain "wide" ranges are edited to
their
midpoints they should also be recorded.
These
"wide" ranges are whenever:
THE TOP OF
THE RANGE IS...
AND
UNDER 100,000
100,000-1,000,000
OVER 1,000,000
THE RANGE WIDTH
IS AT LEAST...
10,000 or more
100,000 or more
1,000,000 or more
Problem Sheets should be written in BLACK PENCIL
or
INK. Complicated or complex marginal notes and
problems can be xeroxed and attached. They
should be
left in the Interview and removed by the checkeditor.
Double Counting
14.
Editors need to be continually on the lookout for
instances where the respondent has reported the
same
information twice.
In many cases, a marginal
note
from the I'wer will signal double-counting; if
the
note is clear, edit accordingly; if it is not so
clear, you will have to use your best judgment
and, if
necessary, see the Editing Supervisor.
In all
cases,
where a marginal note leaves significant doubt
about
whether or not an amount is double-counted, put
it on
a Problem Sheet, whether your best judgment has
led
you to edit it out or not.
In some cases, you will suspect double-counting
only
because the same amount occurs in two different
places. If the number is a simple, whole amount
(such
as $2,000), you will only be able to suspect, but
do
nothing.
If, however, the number is precise
(say,
$2,212, or better yet, $2,212.48), you may
(depending
on the circumstances) have clear evidence for
doublecounting.
See the Editing Supervisor if it is
not
certain.
The question-by-question instructions that follow
will
include specific instructions where doublecounting is
likely to occur and should be watched for, so be
especially alert in these places.
In some cases where double-counting is found,
data
will be removed from one location; in other
cases, the
double counting will be allowed to stay in both
places. Cases of special note follow:
Section M:
A debt owed by R or other PEU member
(M12-M12b)
family business listed at M12-M12b
to a
can
also be reported at H4-H14.
Section R:
Amounts listed as cash settlements at
(R52-R52d)
can be double-counted in other
R52c
sections.
If the cash settlement is the source
of
funds, they may be validly doublecounted
as investments or holdings in
accounts.
Section Y:
Information that appears in Section Y
(Y33-Y40b)
assets or debts of Financially
as
Independent
household members and in the other
sections of the I'w will be removed
from
the other sections and left in Y33Y40b,
with the exception of the data on R's
home
(Y39-Y39c).
Section X:
Assets that appear in Section X and
also
in earlier sections may be left in
both
places, since Section X refers to the
source of the assets, and the earlier
sections about how it's currently
held.
Section T:
Income amounts that are reported in
other
places in the interview and in
Section T
should be left in both places.
Section T
asks for all income and stands
independently of the other sections
except
where noted.
General Rule
move
for Splitting
a
Items
15.
If it is necessary to split $ amounts in order to
only a part of a debt, income, or asset to either
different place in the Interview or out of the
interview, one should use all available evidence
and
common sense to decide on the proportions. If no
evidence at all is available, you should split
the
amount(s) in equal parts. IN ALL UNCLEAR CASES,
however, you must get the help and advice of the
Editing Supervisor or have the Editing Supervisor
review the procedure you used and you must write
it on
a Problem Sheet.
Financially
adults
Independent
sections
Adults
16.
The information about financially independent
living in the HU is to be edited out of all
except the HHL and:
a.
Section Y, where their assets and debts are
recorded.
b.
M9b, where they can legitimately be
recorded as
working in R/S's business.
Editing
17.
a.
When adding or deleting columns to or from a
Grids
of
grid be sure the checkpoints at the bottom
the grid are edited to reflect the changes
made;
also change the #'s in the phrase "ONLY ___
LOANS (SAVINGS ACCTS, etc.)" so they agree.
b.
After editing out columns, renumber the
remaining columns by circling out the #'s
in the
column headings.
c.
If an item is edited out of a full grid,
thus
creating an empty column, and there is
information entered in the following mop-up
Q's,
move it forward into the empty column.
d.
If amounts from the "mop-up" questions
following
a grid must be entered into a grid column
and
the amount in the mop-up Q is a lump sum of
more
than one item, split the amount
proportionately.
If unclear how to split, see the Editing
Supervisor. In any case, write up what you
did
on a Problem Sheet.
e.
After all deletions or additions to a grid
take
care to edit the control # entered in the
box
before the grid to the correct new total #
of
items (i.e., after editing a "tractor" out
of
the vehicle grid, which also contains a car
and
pick-up truck, be sure to edit the control
box
at G25a to "2").
"Partners"
assumed
18.
For the purposes of this study, a "Partner" is
to play the same financial role in a P.E.U. as
does a
"Spouse" and, for this reason, "Partners" are
handled
in the Interview exactly the same as "Spouses."
If
you, however, think you have found evidence that
an
Interviewer did not treat a "Partner" the same or
that
a particular "Partner" might be better considered
(financially) a "Friend" or "Roommate", bring the
problem to the attention of the Editing
Supervisor and
write them on a Problem Sheet.
Confidential
of
Info
the
19.
If confidential information (such as names, names
businesses, etc.) is found in the interview or in
TN, you should blot it out with a black pen. If
information would be lost because of this, edit
nonidentifying information in to replace it in green
pencil (i.e., if the name of R's business is
written
in the TN, blacken it out and write in "R's
business").
Loan/Mortgage
Reg.
Payments
amount
20.
If a marginal note indicates that a Mortgage or
Installment payment reported is not the payment
agreed on (for example, if R is "prepaying" on a
loan), edit the payment to the payment amount
formally
agreed to (or NA it if that amount is not known)
and
write it and the amount actually being paid on a
Problem Sheet.
Checking Type of
Financial Inst.
does
21.
In the grid in Section A, R is asked to enter
information on the financial institution he/she
business with in columns labelled "INSTITUTION
#1-#6".
In later grids at Q's D36, D51, D53h, D64, D74,
E33,
G22, G38, H14, N4, N19 and N24, these
"INSTITUTIONS"
are referred to in code boxes 01-06.
In these
Q's
only one box should be checked in each column of
the
grid.
If more than one is checked you should
edit it
to one using the following rules:
a.
checked,
If category 1-6 and category 11-97 are
edit it to only category 1-6 if, on
checking at
A6, it is found that category 1-6 is the
same
type of financial institution as category
11-97.
b.
If they are found to be different types, or
more
than one of category 11-97 boxes are
checked,
see the Editing Supervisor.
IF "FINANCIAL INST" Q IS "CHECK ALL THAT APPLY"
However, at D68b, N13, N22c, N40c and N45 the
instructions in the questions are to "(CHECK ALL
THAT
APPLY)".
For these you should ONLY make sure
that the
number of items mentioned at the beginning of the
sequence is not LESS THAN the number of
institutions
checked. If they are, then see the Editing
Supervisor, unless rule a. above applies.
Edit Fractional
E9,
Years
___# YRS
22.
At various places in the Interview (D30, D45, D58,
E25, G16, G32, H8) R is asked to respond with
or ___# PYMTS.
If the responses to any of these
is a
fractional number of years in the # YRS blank
(e.g.,
"1-1/2" YRS), these should be edited out of the #
YRS
blank and the corresponding number of payments
should
be computed and edited into the # PYMTS blank, as
per
the following:
a.
At D30, E9 and E25 the Q just before or
following specifies the frequency with
which the
payments are
made (i.e., $___ PER ___) and
the
number of payments would be computed from
that
(e.g., if "1-1/2 YEARS" paid PER "QUARTER"
to
"6" # PYMTS).
b.
For the rest, the # of payments should be
computed assuming one payment per month
(e.g.,
"1-1/2" YRS = "18" # PYMTS).
c.
If any marginal notes or information should
indicate that some other "regular"
frequency of
payments is reported than the frequency
formally
agreed on (because the loan is being
prepaid,
for instance), then use the frequency
agreed
upon to compute the # of payments and it
should
also be noted on the Problem Sheet.
$___ PER ___
asked
23.
Throughout this interview, dollar amounts are
for as $___ PER___ where the PER frequency is
left
optional for the R.
These are coded in two
variables
and the "PER" variable contains codes for "WEEK",
"BIWEEKLY", "MONTH", "QUARTER", "YEAR" and
"Other-MAKE
A CARD" and, in addition, "DAY" when wages are
asked
for.
Thus, THERE IS NO REASON FOR YOU TO EDIT
THESE
UNLESS SPECIALLY INSTRUCTED, even if the Q asks
for an
answer in a different time period than the R
answers
in (e.g., N49j asks for "yearly premium"; you
should
not edit a response of $"20" PER "MONTH").
$___ PER MONTH
If, however, the time period is specified in the
format (e.g., $___ PER MONTH), you should edit a
response in any other time period to a response
consistent with the time period specified in the
format (e.g., at H9 a response of $"20" PER
"week"
should be edited to $"86" PER MONTH).
Grid Control
interview
Boxes
N16a,
24.
At the beginning of most of the grids in the
(at D53, E2a, E15, G2, G7a, G25a, H3, M5, N3,
N23a, R18, R51a, R52a, R53a and X2) are large
boxes
which function as CONTROL BOXES for the grid.
The
number in the box should be equal to or greater
than
the number of items recorded in the grid.
a.
If the grid does not have a set of "mop-up"
questions at the end of it, in which more
than
one item may be lumped, then the number in
the
grid will match or be greater than the
number of
items entered in the columns of the grid.
b.
If the grid does have a set of "mop-up"
questions at the end, then the number in
the box
must be at least as large as the number of
columns in the grid plus the number known
to be
in the mop-up questions.
c.
If you edit items into or out of a grid,
you
must edit the control box for it, to keep
it
consistent with the grid and mop-up
questions.
Gift/Inheritance
E20,
Boxes
asked, a
25.
Throughout the interview (at D15b, d & f, D20,
E36b and E37a), when the value of an asset is
"GIFT/INHERITANCE" box is included. Whenever you
encounter one of these and marginal notes or
information says that the asset, or part of the
asset,
was a gift or inheritance, you should:
a.
Make sure the box is checked.
b.
Make sure the value given was the value of
the
asset when it was received.
c.
If an asset was received as a gift or
inheritance in parts, at different times,
see
the Editing Supervisor.
Business Debts
instructed
26.
In Sections G, H, N and at E1-E13b you are
and Assets
not to
to edit out "business" debt or assets in order
double-count them, as they are assumed to be
included
in Section M. Whenever so instructed, we mean
"business" debts and assets to be defined as
follows:
a.
The "business" is a business that R or some
other PEU member owns or has an interest in
which is included in Section M as an active
or
passive business.
If R or a PEU member does self-employed
work but
does not consider it to constitute a
"business"
(and does not list it in Section M), then
any
income producing assets they use or debt
they
incur for it are "personal" asset and debt
and
should be left in.
An example of this would be an R who owns a
tow
truck (which he still owes money on) to do
parttime towing, but does not consider that he
has a
business, so answers M3 "NO".
You would
leave
his tow truck in the Section G grid.
b.
The "business asset" should be owned "in
the
name of" the business rather than being
owned as
a "personal" asset by the PEU.
Likewise,
the
business should be liable for the debt
rather
than the PEU.
Thus, if R borrows money for his business
in his
name and he is liable for it, it is not
"business debt." Also, if R's business
owns an
asset (like a car), but R uses it, it is a
"business asset."
NOTE:
Solely owned proprietorships (see
M9d)
are particular problems and in general you
should consult the Editing Supervisor if
you
encounter "business" debt or assets for a
solely
owned proprietorship outside of Section M.
ABBREVIATIONS USED IN EDITING
DU
EU
Ed. Sup.
FU
HU
Unit
Inap.
I'er
IND
Dwelling Unit = HU Housing Unit
Economic Unit
Editing Supervisor
Family Unit
Housing Unit
I'w
Mtg
NA
OCC
PEU
Interview
Mortgage
Not Ascertained
Occupation
Primary Economic
Inap.plicable Unit
Interviewer
Industry
Pmt
R
S
Payment
Respondent
Spouse
USEFUL DEFINITIONS
1.
HOUSING UNIT (HU):
a.
b.
d.
A one-family house or half of a two-family house, or
An apartment or flat in an apartment house or other
building, or
A trailer or mobile home (as long as it has cooking
facilities), or
Living quarters in back of stores, over garages, etc.,
e.
A rooming house.
c.
or
We do not sample institutions such as old people's homes,
sanitariums, convents, military bases, dormitories, etc.,
which
contain ten or more unrelated families.
2.
FAMILY UNIT (FU):
A Family Unit is a group of persons living
in
the same Housing Unit who are related to each other by blood,
marriage, or adoption. Couples who are living as married are
treated as if they were married.
3.
includes
PRIMARY ECONOMIC UNIT (PEU):
The members of the FU that
the Respondent, who are Financially Dependent upon the R.
For our
purposes, the PEU consists of all the people listed in the HH
Listing Box who are not checked "INDEP" in Column F.
LISTING BOX -- P. 1, HHL1-HHL5
FS
INITIAL THE INTERVIEW AT THE TOP LEFT OF FACESHEET
TN
READ THE THUMBNAIL ON LAST PAGE AND Y41 FOR ADDITIONAL
INFORMATION
AND TO LOCATE TROUBLE SPOTS IN THE INTERVIEW. UNDERLINE
USEFUL
INFORMATION IN GREEN.
HHL
find
BOX
CHECK WHETHER THE INTERVIEW SHOULD HAVE BEEN TAKEN.
If you
an interview taken:
1.
where the current PEU did not live in the HU at the
time the
I'wer first went to the HU (except for the list
'SPEC' sample).
2.
where the R is not a member of the PEU.
3.
at a place which does not fit our definition of a HU
(except
for the list 'SPEC' sample).
Take it to the Editing Supervisor.
The decision whether to
accept
it or not will be made elsewhere.
HHL
BOX
CHECK THE LISTING BOX AND EDIT OUT NON-HU MEMBERS
1.
The listing box should contain all persons living in
the
housing unit at the time the interviewer first had
contact
with the household.
2.
3.
It should not include visitors or persons who are not
currently living in the HU.
Edit out non-HU members (by circling in green) and
writing
an explanatory note.
Use information from the HHL as
well
as the rest of the Interview and the TN.
In cases
where the
situation is complex, the final test is whether or not
the
person could have, theoretically speaking, been
interviewed
somewhere else at the time that the interviewer CALLED
ON
THE HU for the first time.
In order to ascertain the
date
of the interviewer's first call it is necessary to
obtain
this information from the Cover Sheet in the Field
Control
Office.
See a Check Editor or Supervisor for this.
As
much
as possible, the judgment of the Interviewer should be
maintained. If it is unclear if a person should be
included
or not and the Interviewer has included them (and thus
their
financial information), then usually we should include
them.
Likewise, if it would mean NA'ing a lot of data because
the
Interviewer did not not include them, then we
shouldn't.
4.
If you edit anyone out of the HHL box you must also
edit out
any financial information for the person from the
interview.
You should take any such cases to the Editing
Supervisor and
you must write it up on a Problem Sheet.
5.
If you edit any children of R, Spouse or Partner out of
the
Listing Box you must edit them into Y5-Y5b (the number
of
children of R and Spouse/Partner living elsewhere).
HHL COL C
PRECODE R AND S/P's DOB, COMPUTED AND IMPUTED AGES
1.
Transfer R's (Y3 on p.107) and Spouse/Partner's (Y19 on
p.114) Date of Birth to the "DOB" blanks in the large
boxed
stamp under the U of M seal on the I'w facesheet.
2.
Compute R's and S/P's ages at the time of the Interview
from
their Date of Births and enter them in the "COMP" age
boxes
in the large boxed stamp on the facesheet.
a.
Use the Date of IW" at 3 on the facesheet to
compute
these ages.
If more than one date is entered
there,
use the earliest.
b.
3.
If birth year is NA or DK, code COMP AGE '99'.
Check the Computed "COMP" ages for R and S/P against
their
reputed ages in Column C of the HHL box and:
a.
If they are both the same or there is only a one
or
two year difference between them, enter the
"COMP" age
in the "IMPUT" (imputed) age boxes next to the
"COMP"
age boxes on the facesheet.
b.
If there is more than a two year difference
between
the computed ages in the "COMP" boxes and the
reputed
ages in COL C of the HHL box, then:
1)
Try to reconcile the difference using all
available information (specified below)
and, if
you can, enter that imputed age in the
"IMPUT"
age boxes.
However, if other information leaves doubt
as to
what R's or S/P's "correct" age should be,
then:
2)
Enter the mid-point of the computed age and
the
reputed age in the imputed age boxes.
LOCATIONS OF AGE RELATED INFO
R45-R45k:
S45-S45k:
R46-R46k:
S46-S46k:
R47-R47k:
S47-S47k:
R50e:
Y5-Y5b:
Y7-Y13a:
Y22-Y22g:
TN:
HHL COL D
"Work History" -- R
"
"
-- S
"
"
-- R
"
"
-- S
"
"
-- R
"
"
-- S
Social Security Payments
# Children
Marriage History
Spouse's Marriage History
General Info
CHECK MARITAL STATUS AND MOVE SPOUSE/PARTNER TO LINE 2:
1.
Check that the marital status for R and Spouse/Partner
is
the same -- either both married or both living with a
partner (M or P). If there are any discrepancies,
bring
them to the attention of a supervisor.
2.
If R reports "married", but is not currently living
with
his/her spouse, edit the spouse out of the listing box
(if
listed) and code R as either '7' or '8' as per the code
below, by printing "7" or "8" next to "M" in Col. D.
These
cases must be entered on a Problem Sheet.
ABSENT SPOUSE CODE:
7.
Spouse is institutionalized or otherwise not
eligible to be sampled (out of U.S., living on
military base, in nursing home, in prison, etc.)
8.
Other non-resident spouses, including those living
elsewhere because of job; moved and R will follow
later; "commuter marriage," etc.
You should then:
a.
Edit the Interview with the debts, assets and
income
of the missing spouse being included or not being
included depending on how the Interviewer
conducted
the interview; i.e., if the Interviewer included
them,
then leave them included; if the Interviewer
excluded
b.
them, then exclude them while editing.
Pre-code the "appropriate" absent spouse code,
specifying whether or not the missing spouse's
financial information has been included in
Sections AX nor not, in the upper left corner of page 1
using
the code below:
ABSENT SPOUSE PRECODE:
1.
The absent spouse's financial information is
included in Sections A-X.
5.
c.
The absent spouse's financial information is
not included in Sections A-X.
If there is a Spouse Booklet for the missing
Spouse,
leave it in and edit it.
If there is not a
Spouse
Booklet, you should get a blank Spouse Booklet
and
edit in as much information as you have.
d.
Edit CHECKPOINTS at R49, Y7 and Y16 to include
the
missing Spouse.
3.
If the spouse/partner is not listed on the second line,
renumber the HH members, giving the spouse/partner #2.
Draw
an arrow from the S/P to line 2 indicating that the
spouse/partner should be entered on Line 2.
4.
NOTE:
"S" means "Separated" (not "single").
"NM"
means
"Never Married."
5.
If a child/stepchild of R/S is over 18 and marital
status is
not marked, code it 'NA'.
HHL COL E
PRECODE RESIDENT STATUS
Read over any marginal notes and use the following code for
each
person in the HHL box.
RESIDENT STATUS CODE
1.
An adult or child who is marked "YES" in COL E or a
person
not marked in COL E who has no marginal notes indicating
any irregularities.
2.
A person who is a child under 18 who lives at this HU
for
only part of the year (e.g. joint custody; "summers
spent
with R, school year with spouse").
3.
R's or S's child/grandchild 18 or over who goes away to
school for part of the year.
4.
MAKE
CARD
Another adult who lives at this HU only part of the year
(e.g., R's parent who lives with R for 6 months and with
another relative for 6 months); living here temporarily.
5.
"NO" is marked in COL E and no explanation given.
9.
Some other situation, not codeable above, e.g., a foster
child when COL E is left unmarked and there is no
indication how it is to be marked.
For codes 2-4 and 7, circle out the YES or NO response and
enter
the new code in the middle of COL. E (between the 'S' and the
'5'). For codes '1' and '5', underline the "1" or "5" in
green.
HHL COL F
PRECODE THE ECONOMIC UNIT
Code the "economic unit" to which each person in the listing
box
belongs.
Enter the code to the left of the center bar of
COL. F,
under 'FINANC DEPEND'.
Use the following code; R is always
coded
'1'.
E.U. CODE
1.
THE PRIMARY ECONOMIC UNIT always contains R, R's
Spouse/Partner and their children under 18. In
addition,
it contains their children 18-22 not marked INDEPENDENT
as well as all others listed who are marked FINANCIALLY
DEPENDENT. It also includes anyone not marked in COL F
for whom there is no evidence to indicate that they are
FINANCIALLY INDEPEND.
2.
THE SECONDARY ECONOMIC UNIT contains the first
FINANCIALLY
INDEPENDENT adult listed and any other adult or child
who
are financially dependent on that person, such as a the
the independent person's spouse or their children.
3.
THE THIRD ECONOMIC UNIT contains the next FINANCIALLY
INDEPENDENT person and persons clearly dependent on
them.
OTHER ECONOMIC UNITS are identified and numbered
consecutively (4-7).
If it is unclear whether a person is FINANCIALLY DEPENDENT or
INDEPENDENT or which EU a person should be a member of, see
the
Editing Supervisor.
EU MEMBERS
should
FINANCIAL
included in
INFO IN
3rd,
WRONG PLACE
The debts, assets and income of all PEU members (coded 1)
be included in Sections A-X and none of them should be
Y33-Y43.
Likewise, all persons not in the PEU (i.e., in 2nd,
etc. EU) should have their finances reported in Y33-Y40b and
should not be reported in Sections A-X (with the exception of
house value and mortgage information to be explained later).
Thus, if you edit anyone into or out of the PEU or you find
any
evidence that anyone's finances are reported in the wrong
place,
you must edit them to agree with the HHL box and it should be
entered on a Problem Sheet. If there are any doubts
concerning
this issue, you should bring the Interview to the Editing
Supervisor.
PARTNER
OR SPOUSE
MARKED
are
INDEP.
If any Spouse or Partner is marked "FINANC INDEP":
1.
If it is a partner marked "INDEP" and their finances
clearly reported in Y33-Y43 and not in Sections A-X the
"partner" should be edited to "friend" in the HHL box.
If
their finances are included in Sects. A-X and not in
Y33/Y43, edit COL F of the HHL box to 'FINANC DEPEND'.
2.
If it is a spouse marked "INDEP", COL F should be
edited to
"FINANC DEPEN".
In either of the above cases, the
Interview
should be taken to the Editing Supervisor and a Problem
Sheet written up.
UNDER 22
MARKED
INDEP
Y43
If a person under 22 years old is marked "INDEP":
1.
If it is clear that their finances are reported in Y33and not in Sections A-X, leave things as they are.
2.
If their finances have not been included in Y33-Y43,
but
instead in Sections A-X, edit them to "FINANC DEPEND".
SECTION A:
A5, A5M
entered
ATTITUDES AND FINANCIAL INSTITUTIONS
Check that the number entered at A5 agrees with the number
in the box at A5m.
If it does not, see the Editing
Supervisor.
A5m
greater
Edit the # INST entered in the box at A5m is equal to or
than the number of Institutions recorded in A6-A9 for Columns
#1#6.
If R reports more than 6 institutions, the number in
this box
may be greater than 6 even though only 6 institutions will be
listed in the grid.
A6-A9
FINANCIAL INSTITUTIONS GRID
1.
Columns should be neither added to this grid nor
deleted.
If, however, more than six institutions are entered in
the
columns, edit those beyond six out.
There should only
be
six institutions listed in the columns.
See the
Editing
Supervisor if there is any confusion here concerning
which
institution R regarded as #1, #2, etc.
A6
checked in
Edit "OTHER INSTITUTION TYPE" Questions.
If no box is
a column at A6, but instead the type is written in the
"OTHER"
box, edit the written response to category 11-14 or 16 if it
is
quite clear that the institution type in the written response
is
consistent with the type of institution in category 11-14 or
16.
A8
Check for Banks Less Than or Over 50 Miles Away. If a
distance of
less than one or over 50 miles is written in the "MILES"
blank in
any column for A8, edit it out and check box 96 or 51.
SECTION B:
B6-B10
ATTITUDES TOWARD CREDIT/CREDIT CARDS
CREDIT CARD GRID
1.
If R does not know how many cards of a particular type
other
family members have, or the balance on those cards, the
interviewer is instructed to make a marginal note.
Enter
this information on a Problem Sheet.
2.
Edit out all credit cards in the name of a business
(including businesses that the PEU has an interest).
Do
not, however, edit out credit cards in R's or PEU
members'
names but which may be used for business.
3.
Check Column E credit card type. If it is clear that a
credit card listed in COL E really belongs in one of
the
other columns, edit the information into its proper
location. Most commonly a store credit card will have
been
entered here and should be edited to COL B.
a.
Telephone credit cards should be left, or included,
in
COL E.
B6,B10
of
COL A
B10
Check the Number of Financial Institutions against the Number
Bank-Type Cards.
If there are more institutions checked at
than the # of accounts entered at B6, see the Editing
Supervisor.
SECTION D: HOUSING STATUS (D1-D22)
D1
1.
interviewer
Check that the correct sequence was followed at
checkpoint.
problems.
2.
Check ZZ2 and D16 to help in identifying
See farm guidelines, p. 24.
D4
by the
Edit # acres to percent by dividing the # acres in D4 or D8
# acres in D2.
Round to two decimal points.
100% is
allowable if
given by R (even though R lives on part of it).
D5
OWNERSHIP STATUS OF FARM/RANCH
1.
Check that R's who live on farms or ranches have gone
through the own/rent sequence appropriately. Look for
marginal notes that explain any unusual situations, and
bring these to the attention of the supervisor if the
sequence marked does not appear to incorporate all
information.
2.
If PEU are share croppers or tenant farmers: A share
cropper does not own the farm but uses the farm and
pays
rent in the form of a share of the crops to the owner.
A
tenant farmer rents his farm and pays rent in cash.
For
people in these classifications, make sure the "RENTS"
box
is checked at D5.
Check the rent amount given at D17;
if it
is given as a dollar amount, leave it as is.
If R
"doesn't
know", edit it to 9,999,996.
In either case, write it
on
the Problem Sheet if the rent, or part of the rent, is
not
paid in money.
3.
If the "OTHER" box at D5 is marked, examine the
response to
see if it should be edited to boxes 1-4 only if the
proper
skips have been followed.
If the response should
remain in
the 'OTHER' box, write it on a Problem Sheet.
D5c
Edit as per D19 below.
D8
Edit the # ACRES to PERCENT as per D4.
January 12,
1990
FARM EDIT GUIDELINES
We have arrived at a set of guidelines for handling farms that we think
will
be fairly clear in most cases. The guidelines are:
For farm owners and operators:
1.
All property of the farm, whether adjacent or not, as long as
it
is reported as a single business, will be included in the D
section. D2 should contain all the acreage of the farm; D5d
(or
D10) will contain the value of all the land of the farm that
the
PEU owns; and D20 should be the total cost of all the
property of
the farm.
2.
Frequently farmland that is not adjacent to the land the home
is
located on is reported in section E. Such property and any
associated debt should be moved from the E section to the
appropriate section D sequences.
3.
business
The above assumes that the PEU actively manages a farming
that is reported in the M5-M18 sequence.
The amounts in M14,
M15,
and M18 will contain the following:
M14
The total current value of all the farmland plus
the
house and immediately surrounding land plus any
tools,
implements, or stock.
M15
The amount that was paid for all of the above.
M18
The amount at M14 minus any debt on the farmland
or
the farm business.
In all cases these items will need to be checked by the
Editing
Supervisor.
For all cases that do not fit the situations outlined above, see the
Editing
Supervisor.
D11,D11e
MOBILE HOMES:
1.
situations,
Look for marginal notes that explain any unusual
and bring these to the attention of the supervisor if
the
sequence marked does not incorporate all relevant
information. Write such cases on a Problem Sheet.
2.
If "NEITHER OWNS NOR RENTS" is marked, examine the
responses
to see if R owns any part of the site or mobile home.
If
so, edit D11 and follow-up questions appropriately to
agree
with the information you have.
If there is any
uncertainty
about how to code D11, see the Editing Supervisor.
D16-D16b
HOUSE/APARTMENT/FARMHOUSE OWNERSHIP STATUS:
1.
Look for marginal notes that explain any unusual
situations.
If the sequence marked does not appear to incorporate
all
information, bring these to the attention of the
Editing
Supervisor.
Write up any problem cases on a Problem
Sheet.
2.
If R mentions Homeowners' Association at D16, edit it
to
'5. TOWNHOUSE ASSOC.'
a.
If notes make it clear that the fees are not paid
or
that they are paid but are optional or for
recreational purposes only, edit D16 to OWNS OR
IS
BUYING and edit D16a to ALL OTHERS.
b.
OTHERWISE, edit D16 to TOWNHOUSE ASSOC. and D16b
to
the fees given (NA them if the amount is not
given).
3.
If the home is owned wholly or partly by a business
owned by
the PEU (in Section M), see the Editing Supervisor.
4.
If "R LIVES IN MULTIPLE HU STRUCTURE" is checked at
D16a,
check the responses to D18 and D18a.
5.
explanation
If "NEITHER OWNS NOR RENTS" is checked, read the
given at D16c and check that the correct sequence was
taken.
a.
If it appears that R owns any part of his/her
home,
edit D16 to "OWNS OR IS BUYING" and edit the
follow-up
questions appropriately, using all the
information
given.
If there is any uncertainty, see the
Editing
Supervisor and write any problem cases on the
Problem
b.
Sheet.
If R's housing is fully subsidized by the
government,
including military personnel, edit D16 to "PAYS
RENT".
DEFINITIONS
1.
2.
NEITHER OWNS NOR RENTS are those who:
a.
receive rent as part of their pay
b.
have sold the house in which they live, have not
moved out as yet, but pay no rent
c.
who receive housing as a gift from someone outside
the HU.
IF BOTH "OWNS" AND "RENTS" BOXES ARE CHECKED, a
correction
must be made.
a.
For example:
when someone rents the dwelling they live in now,
but owns a home somewhere else, it is the
residence
currently occupied that is wanted here, and they
should be considered a renter. The home they own
is real estate which should be counted at E15.
b.
If someone rents their home now but has built or
bought, or is building, a home into which they are
about to move, only the RENT box should be
checked.
3.
WHEREVER R IS CURRENTLY LIVING IS WHAT SHOULD BE
RECORDED.
If you find someone reporting on a residence which they
are not currently living in, take it to the Editing
Supervisor. A Problem Sheet will have to be written up.
D17-D17c
IF PEU PAYS RENT:
1.
If R pays for both room and board, edit out the amount
paid
for board.
If the amount paid is not known, assume
half of
what is paid is rent.
If this seems unreasonable, see
the
Editing Supervisor.
2.
We want the rent most recently paid (or due).
For
example,
if "the rent was just raised to $275, but when the rent
was
paid last it was $260," edit it to $260 per month.
If
R
mentions several different rents paid over the past
year and
gives an average, edit to the rent last paid (or due).
3.
If the rent is shared with other EU's, edit D17 to the
PEU's
share only.
If several "Independent Adult" roommates
share
the rent with R and the proportions are unknown, split
the
total rent equally among them and edit D17 to R's
share.
If
the situation is more complex, see the Editing
Supervisor.
4.
If all of R's rent is subsidized by a governmental
unit,
edit D17 to '9 999 995' and NA D17a and D17b if they
have
been left blank.
Check T1k&n to make sure that the
value of
the subsidized rent is included in those income
amounts.
If
it isn't, edit it at T1k or T1n as per instructions
there.
5.
D17a
If
FOR TENANT FARMERS & SHARECROPPERS -- see D5.
Water is not assumed to be a utility for purposes of D17a.
"Yes, water" or "only water," edit the response to "NO"
D17b
If only stove and/or refrigerator are provided, edit D17b to
"UNFURNISHED" if it is not already so marked.
D17c
D17c
If R "lived here before," moved out and then moved back, edit
to date R moved back this time.
If R lived in another
apartment
in this building or project before moving to this apartment,
edit
D17c to date R moved to this apartment.
D18, D18a
Look for marginal notes here explaining any unusual
situations.
If it is unclear how such information should be coded, see
the
Editing Supervisor. Write it up on a Problem Sheet if there
are
any unusual or confusing situations. Check ZZ2 for
clarification.
D19
FOR HOME (FARM) OWNERS:
1.
The house value at D19 should include the part R owns.
For
farmers this includes the house, farm buildings, and
contiguous farm land.
2.
If R says they have been offered $80,000 but wouldn't
take
less than $100,000, code the midpoint.
3.
If R has been offered more than the actual value of the
property ("I've been offered $50,000, but it's actually
worth only $30,000"), code the amount offered.
4.
If R mentions only the TAX assessed value edit it to
"9,999,996" and put it and the tax assessed value on
the
Problem Sheet.
5.
If part of the house is owned by persons with
independent
finances, the whole value of the house should be at
D19-D22
as long as 100% of the house is owned by HU members.
If others outside the HU own part of the house, only
the
part owned by HU members should be in D19-D22.
The value of the HU's share should be at Y39b & Y39c as
well, if relevant.
D20
the
If R bought a house furnished, do not attempt to separate out
value of the furnishings.
D21
DATE OF PURCHASE:
1.
In cases where multiple dates are given at D21
(purchase
date, the house occupancy date, and/or the date of the
mortgage), edit in the date as per the following
priorities:
1st Priority:
The purchase (closing) date of the house
2nd Priority:
The date of the mortgage on the house
3rd Priority:
The date moved in
Record the uncoded dates on the Problem Sheet. If the
purchase date of the land is given, edit it out.
2.
If the house was purchased/inherited/built in
increments,
edit it to the priorities above for the earliest
increment
of the house itself (not incl. land purchases).
3.
If farmers bought their farm in increments, use the
date the
house was purchased/built.
4.
If the house was inherited (the GIFT/INHERITANCE box at
D20
is checked), this date should be the date inherited.
D22
Add land and house taxes together if they are given
separately.
If the period of taxes is not given, write in "YEAR."
SECTION D: HOME MORTGAGES AND OTHER HOME LOANS
(D23-D53)
D23
D23,
If R reports both "YES, MORTGAGE" and "YES, LAND CONTRACT" at
check the grid to make sure that at least two columns of the
grid
have been filled out.
If they have, edit D23 to "YES,
MORTGAGE"
and follow that sequence.
If at least two columns of the mortgage grid have not been
filled
out, see the Editing Supervisor.
D27-D40a
THE MORTGAGE GRID
1.
Be on the lookout for any unusual or confusing mortgage
arrangements which may be problems. Take them to the
Editing Supervisor and, if necessary, write them up on
the
Problem Sheet.
2.
Mortgages reported in this grid should always be left
in
unless it is clear:
a.
that it is not the home the PEU is currently
living in
(move these debts to E15-E34, "Other Property");
b.
the home the PEU is currently living in is not
collateral for the mortgage (these may be moved
to
D41-D51 or D54-D64) depending on the purpose of
the
loan;
c.
the PEU is not liable for the mortgage.
d.
NOTE:
Another exception would be a HOME EQUITY
LINE
OF CREDIT (see Quick Reference Guide for
definition)
that was NOT a first mortgage.
These should be
edited
out of COL B or C for D27-D40 or D41-D51 and
moved to
D53-D53m.
In all these cases see the Editing Supervisor and the
case
should be written up on the Problem Sheet.
3.
If it is discovered that the PEU does not own any of
the
home and are living rent-free, D16a will have to be
edited
to NEITHER OWNS NOR RENTS, and Section D re-edited,
UNLESS
the owner is an Independent Adult living in the HU.
Then
the full house value and mortgage should be left in and
edited as per item 2 for D28, D29, D31. Be sure, in
these
cases, that Y39a is "100%".
See the Editing Supervisor
and
write this up on a Problem Sheet.
4.
If it is found that the mortgage is partly or wholly
assumed
or paid for by a business in Section M owned by the
PEU, you
should see the Editing Supervisor.
5.
If marginal notes indicate that the payments change
during
the life of the mortgage for reasons other than
variable
interest or balloon payments (which are handled by the
grid), see the Editing Supervisor and put it on the
Problem
Sheet.
Examples of these would be "negative
amortization"
or "graduated payments".
6.
Co-ops may have mortgages on the entire building, as
well as
on the PEU's unit.
If you encounter any such as these,
edit
them to include only PEU's unit.
D27, D28,
D30
D30
PEU,
In the case of assumed mortgages, the data in D27, D28, and
should be as of the date that the mortgage was assumed by the
not the date it was originally taken out by the seller.
D27a
(where
Beware of confusions between "seller-provided" mortgages
the seller provides the financing for the mortgage and the
PEU
pays the seller) and "assumed" mortgages where the PEU takes
over
the payments from the seller.
For "seller-provided"
mortgages,
D27a should be edited to "NO".
D28, D29
the
1.
If the PEU owns the house jointly with others outside
D31
the
HU, D28, D29 and D31 should be edited to include only
PEU's share.
Supervisor.
2.
If a split must be made, see the Editing
If it is jointly owned with an Independent Adult living
in
the HU, then the FULL mortgage should be in Section D.
Y39
should record the Independent Adult's percentage.
The
FULL
value of the house should be included at both D19 and
Y39b
and the FULL amount still owed on the mortgage should
be
included at both D29 and Y39c.
In addition, in these
cases,
the editor should check to insure that D20 includes the
FULL
purchase price and D22 ALL of the real estate taxes on
the
home.
NOTE:
The I'wer Instruction in parens following
the
Q at D19 does not apply to these cases.
3.
If D28, D29 and D31 are given for an entire building
which
is only partly occupied by the PEU, they should be
edited to
include only that part occupied.
In these cases you
must
see the Editing Supervisor and write the case on the
Problem
Sheet.
D29
blank.
If D29 is NA, do NOT compute it from D30 and D31; leave it
D30
as
1.
If D30 is answered in a fractional # of years, edit it
per the GENERAL INSTRUCTION 22a.
2.
If "NO SET #" is checked, check D52-D53k for possible
double-counting. If double-counting is found, see the
Editing Supervisor.
D36
Edit the Type of Institution at D36 as per GENERAL
INSTRUCTION 21.
D37
Precode the purpose of the 2nd mortgage at D37 using the LOAN
PURPOSE CODE.
D40, D40a
all
Check that the D40 and D40a boxes are checked correctly after
editing of this section is finished.
D41-D51
OTHER HOME LOANS
1.
Watch for cases here which have:
a.
HOME EQUITY LINE OF CREDIT loans, which should be
in
D53-D53m;
b.
2nd and 3rd Mortgages (for which the home is
clearly
noted as being collateral) which should be in
COLUMNS
B & C of the D27-D40 mortgage grid;
c.
Home improvement loans (purpose clearly stated),
for
which the home is not collateral, should be in
D54D64.
If you think you have found any of these, see the
Editing
Supervisor.
They should be edited to their proper
place.
If you find such a loan here double-counted with one in
D53D53m, the Section H loan grid, or D54-D64, edit it out
here
and leave it in its proper place.
These should be
written
on the Problem Sheet.
2.
If more than one "other" loan is itemized here, leave
the
largest (in terms of the amount borrowed) here and move
any
other to the grid at H3-H15 (where they should be coded
"01"
for loan purpose).
D45
the
If D45 is answered in a fractional # of years, edit it as per
GENERAL INSTRUCTION 22.
D51
Edit the type of institution at D51 as per GENERAL
INSTRUCTION 21.
D53
Edit the # LINES OF CREDIT entered in the box at D53 to be
consistent with the number recorded in Columns #1-#3 of the
grid
and D53m as per GENERAL INSTRUCTION 24.
D53a-D53h
THE HOME EQUITY LINES OF CREDIT (HELC) GRID
1.
If a HELC here is double counted in the Mortgage grid
at
D27-D39, leave it in there if it is the first mortgage;
leave it in here if it is not a first mortgage; put it
on a
Problem Sheet in either case.
2.
Check for Credit Cards which may be included or doublecounted here. They should be edited out of this
sequence to
Section B.
If they are double counted, remove them
from
Section B and put the information on a Problem Sheet.
If
they can't be separated out of Section B, see the
Editing
Supervisor.
3.
D53d
Edit out any business lines of credit found here.
Pre-code the purpose of the loan using the LOAN PURPOSE CODE
If the purpose of the loan is coded "10" (to purchase a car),
check the "owned vehicle" grid (G8-G23) to see if this loan
is
double-counted there.
a.
If it clearly is, edit the debt out of the
vehicle
grid.
b.
If it may be, but it is not clear, see the
Editing
Supervisor.
NOTE: A car used for business purposes (but not
owned
by the business) may be left here.
D53h
Edit the type of institution at D53h as per GENERAL
INSTRUCTION
21.
D53m
If the PEU has more than three HELC, any money owed on these
surplus lines will be entered at D53m. If marginal notes
should
include more information on one or more of them than just the
amount owed, move it to the loan grid at H1-H15, if there is
an
available empty column. If the purpose of the loan is not
specified, you will have to precode loan purpose NA.
SECTION D: ADDITIONS AND REPAIRS AND LINES OF CREDIT
(D54-D76)
D54-D54a
ADDITIONS AND IMPROVEMENTS
1.
Check marginal notes to make sure R has not failed to
include an addition such as "landscaping", "built a
garage",
or some other exterior addition which he/she thought
should
not be included but which is an addition.
If you find
such
cases, bring them to the Editing Supervisor.
2.
Additions on farms and businesses should be edited out.
But
additions on the farmhouse, or that part of a business
which
contains the PEU's home, should be left in.
3.
If a home was built in increments and an addition seems
to
be one or more of the increments, take it to the
Editing
Supervisor.
Building of the home and its cost and
loans
should not be here.
D55-D65
LOANS FOR ADDITIONS
1.
If a loan here is clearly collateralized by the house,
it
should be moved to column 2 or 3 in the mortgage grid.
2.
If you find a loan here that is clearly a Home Equity
Line
of Credit, it should be moved to D53-D53m.
3.
Loans here that are double-counted in the mortgage or
HELC
sections should be edited out here and left in those
sections.
D58
the
If D58 is answered in a fractional # of years, edit it as per
GENERAL INSTRUCTION 22.
D64
Edit the type of institution at D64 as per GENERAL
INSTRUCTION 21.
D65-D65b
and
If another home addition and improvement loan is at D65-D65b
marginal notes provide more information on it than can be
contained in D65a&b, move it to the loan grid at H1-H15, if
there
is an available column there.
LINES OF CREDIT FOR NON-OWNERS ONLY:
D68c
Edit the type of institution at D68c as per GENERAL
INSTRUCTION
21--"CHECK ALL THAT APPLY".
D68d
at
& D69
the
Check that the # LINES OF CREDIT (LOC) recorded in the blank
D68d is the same number as is entered in the box at D69 on
next page.
D69
be
If it is not, see the Editing Supervisor.
Edit the # LINES OF CREDIT (LOC) entered in the box at D69 to
consistent with the number recorded in Columns #1-#3 of the
grid
and D76 as per GENERAL INSTRUCTION 24.
D70-D74
LINES OF CREDIT (LOC) GRID
1.
Business lines of credit should not be included here.
Edit
any that are found out, with a note saying "business
debt."
If it is for a "Sole Proprietorship", see the Editing
Supervisor as per General Instruction 26.
D70
Precode the purpose of the loan using the LOAN PURPOSE CODE.
See the instructions for D53d if the purpose is code "10" (to
purchase a car).
D74
Edit the type of institution at D74 as per GENERAL
INSTRUCTION 21.
D76
the
If there are more than three LOC, any money currently owed on
surplus LOC's will be in D76.
If enough detail is included
in
marginal notes concerning this debt, edit it out of D76 and
into
H1-H15 if there is an empty column.
The purpose of the loan
will
have to be NA'd if it is not given here.
SECTION E: OTHER PROPERTIES, LAND CONTRACTS
E2a
at
Edit the # NOTES/LAND CONTRACTS/MORTGAGES entered in the box
E2a to be consistent with the number recorded in Columns #1-
#3 of
the grid and E13-E13b as per GENERAL INSTRUCTION 24.
E3-E13b
NOTES/LAND CONTRACTS/MORTGAGES OWNED
1.
Check for double-counting of properties between E3-E11
(sold) and E16-E34a (currently owned). If a property
is
clearly listed in both places, leave it here and edit
it out
of E16-E34a.
If you suspect double-counting but it's
not
clear, take it to the Editing Supervisor.
2.
Edit out all notes, land contracts or mortgages held or
owned by any business that the PEU owns or has an
interest
in.
E9
If E9 is answered in a fractional # of years, edit it as per
GENERAL INSTRUCTION 22.
E11a
and
If E11 is YES:
Check the amount the PEU still owes at E11a
the amount it is still owed at E4 or E7.
E11a is
If the amount at
considerably larger than the amount at E4 or E7, and there
are
marginal notes, write them on the Problem Sheet.
E15
consistent
Edit the # PROPERTIES entered in the box at E15 to be
with the number recorded in Columns #1-#3 of the grid and
E36E37f, as per GENERAL INSTRUCTION 24.
E15-E37e
THE OTHER PROPERTY OWNED GRID
1.
Do NOT edit out "any property owned by a business that
[PEU]
has an interest in" as instructed by the question at
E14,
unless it is perfectly clear that the property is
included
or is the same as the business listed in Section M.
If
you
suspect that it is, but it is not perfectly clear, see
the
Editing Supervisor.
These will be flagged with a
special
code (see PROPERTY LINK CODE below).
2.
Do edit out properties owned by limited partnerships
where R
is a limited partner if you find them in this section
(UNLESS R or the PEU member owning them are GENERAL
PARTNERS). Edit them out of here (E16-E34a) AND edit
them
into the M20-M21a section on passive businesses.
See
the
Editing Supervisor for such cases and write them up on
the
Problem Sheet.
3.
Burial Plots, if listed here, should be moved to N52a-
N52b.
If there is any debt on them, move that to the Section
H
loan grid.
4.
Mobile Homes should be included here, unless they are
the
current residence of the PEU.
(See definition at G8,
note
3.)
5.
Be particularly alert in this section for unusual or
confusing situations.
Take anything that seems
suspicious
to the Editing Supervisor.
E16
the
Precode each property, using the PROPERTY LINK CODE, above
PROPERTY # heading for each column.
If you are unsure which
code
to use for a property, see the Editing Supervisor.
E17
item
1.
If "Limited Partnerships" are noted here, see E15-E37e,
2 above.
2.
E17a-E33
Box 1 "OWNED BY R" is meant to include ownership by R's
Spouse, either with R or alone.
Value and Debt on Property
1.
If marginal notes indicate that only the PEU's share is
recorded in E18-E29, compute and edit E18, E20, E23,
E24 and
E26 to the totals for the property using the PEU's
share at
E17a.
2.
If the PEU owns TIMESHARE property, then leave E18-E29
as
only the PEU's share and edit E17 to "OWNED JOINTLY".
If
the entire value and debt on TIMESHARE property is
given,
compute and edit it to the PEU's share only.
3.
Except for item 2 above, if E17a is NA or DK and it
appears
that E18, E20, E23 and E24 are only the PEU's share,
then NA
E18, E20, E23 and E24 and put this on the Problem
Sheet.
E18
If "TAX ASSESSED" value is given, edit it out and precode
"9 999 996". Write the tax assessed value with appropriate
notes
on the Problem Sheet.
E25
If E25 is answered in a fractional # of years, edit it as per
GENERAL INSTRUCTION 22a.
E33
Edit the Type of Institution at E33 as per GENERAL
INSTRUCTION 21.
E34a,
E36g,
E37f
that
Gross Income from Property
1.
If there is any clear indication at E34a, E36b or E37f
the income amount given is "net" (see definition in
Quick
Reference Guide) instead of "gross", NA the amount and
write
the details on the Problem Sheet.
2.
If Income was received from the property other than
RENTAL
income (such as parking fees, etc.) include them in the
total. Total income from the property is wanted here,
despite the wording ("renting out") of the questions at
E36f
and E37e.
PROPERTY LINK CODES
For every property at E16 (page 31) precode at top of each column:
High
Priority
1.
This property associated with Bus #1 at M5a
2.
"
"
"
"
Bus #2 "
"
3.
"
"
"
"
Bus #3 "
"
4.
This property is associated with a business listed
at
M5a, BUT it is
MAKE
CARD
(a)
(b)
(c)
(d)
Low
associated
priority
present
5.
a business beyond #3 (at M19a-c) or
associated with more than one M5a
business or
NA which business
business located in R's home
No business or job connection; property not
with a business at M5a-M19c
(i.e., no info
which ties this property to an M5a-M19c business)
OR
NO businesses listed in M5a-M19c; AND no link to
R/S's
main job.
6.
This property is associated with R's main job (at
R3
or R14)
7.
This property is associated with S/P's main job
(at S3
or S14)
SEE ED SUP
9.
This property cannot be linked with reasonable
certainty
SECTION G: VEHICLES
G2
Edit the # LEASED VEHICLES entered in the box at G2 to be
consistent with the number recorded in Columns #1, #2 and G6a
as
per GENERAL INSTRUCTION 24.
G3-G6a
THE LEASED VEHICLE GRID
1.
Move any vehicles which are leased by a business but
used by
the PEU for personal purposes to G24.
These would
include
those leased by a business that the PEU has an interest
in.
If the vehicle is leased by a business but not used by
PEU
for personal purposes, then edit them out.
2.
Edit out all leased motorhomes, travel trailers,
motorcycles, snowmobiles, all-terrain vehicles as well
as
tractors and mowers from G3-G5a.
G7a
Edit the # OWNED VEHICLES entered in the box at G7a to be
consistent with the number recorded in Columns #1-#3 and
G23aG23d, as per GENERAL INSTRUCTION 24.
G8-G23d
THE OWNED VEHICLE GRID
1.
Move any vehicles owned by a business (including any
the PEU
has an interest in) but used by the PEU for personal
purposes to G24.
If there are already vehicles at G24,
and
you are not sure whether the ones you are moving are
already
included there, leave them out and record all details
on the
Problem Sheet.
Those owned by a business but not used
for
personal purposes should be edited out.
2.
Edit out any vehicles:
a.
not in running order
b.
not licensed now nor planned for licensing in
c.
not yet purchased, or ordered but not yet
d.
not owned by the PEU.
1990
received
3.
Check for double-counting of debt in Section H.
If you
any, edit it out of Section H and leave it here.
If it
find
is a
part of a larger debt there, and needs to be split, see
the
Editing Supervisor.
G8
Type of Vehicle
1.
Move all motorhomes, travel trailers, motorcycles,
snowmobiles, and all-terrain vehicles to G25a-G39d and
write
the description of the vehicle on a Problem Sheet.
2.
Edit tractors/mowers out.
If they are for personal use
and
have debt, move debt to Section H.
3.
Edit mobile homes to Section D and the mortgage grid if
it
is the current residence of the PEU or to the Section E
Other Property Grid if it is not.
DEFINITION
A mobile home is fixed to its lot. A motorhome has a
motor and is self-propelled. A travel trailer, for
purposes of this study, is towed by a car and "parked",
when not being towed. It is not fixed to its lot. If
it becomes fixed to its lot it should be considered a
mobile home. Be aware, however, that R's confuse these
terms and may not be using our definitions.
G16
If G16 is answered in a fractional # of years, edit it as per
GENERAL INSTRUCTION 22.
G22
Edit the type of institution at G22 as per GENERAL
INSTRUCTION 21.
G23a-G23d
If there is more information about cars and the debt
volunteered
at G23a-G23d than can be captured in the Q's, write it on the
Problem Sheet.
G24
uses
Do not include vehicles leased by a business which the PEU
regularly for personal purposes; write these on the Problem
Sheet
if found.
G25a
the
Edit the # (Other) VEHICLES box at G25a to be consistent with
number recorded in Columns #1, #2 and G39a-G39d in the OTHER
VEHICLE GRID as per GENERAL INSTRUCTION 24.
G26-G39d
THE OTHER VEHICLE GRID
Edit as per the Car Grid, G8-G23d, items 2a-d & 4 and G8,
items 2
& 3.
G32
If G32 is answered in a fractional # of years, edit it as per
GENERAL INSTRUCTION 22.
G38
Edit the type of institution at G38 as per GENERAL
INSTRUCTION 21.
G39a-G39d
If there is more information on the vehicles in G39a-G39d
volunteered than can be captured in the Q's, write it on the
Problem Sheet.
SECTION H: LOANS
H1a-d
should sum
1.
In general, the number of loans recorded in H1a-d
to the number recorded in the box at H3, except when 2
or
more smaller loans have been combined into one column
to fit
into the grid and are counted as only one loan there.
In
that case, H1a-d will sum to the actual number of loans
and
the box at H3 will reflect the number after being
combined.
If you edit loans into or out of the grid you must
change
the numbers recorded in H1a-d, as well as the H3
control
box.
2.
If it should be necessary to distinguish between the
categories of a-d, assume a and b have high priority
and d
has low priority.
H3
with
Edit the # OF LOANS entered in the box at H3 to be consistent
the number recorded in Columns #1-#6 (including LOANS #4-#6
on the
EXTRA LOAN PAGES), as well as the number of loans from the
grid
that were moved to N53a, as per GENERAL INSTRUCTION 24.
(NOTE:
Loans #5 and #6 may be misnumbered in the printing of the Iw
on
p.45b.)
H4-H15
THE (OTHER) LOAN GRID
1.
EXCLUDE:
a.
Business or farm debt that the PEU is not
personally
liable for. If it is unclear whether the
business/farm or the PEU is liable, check M10M10b.
If it is still unclear, leave it in and write it
on
the Problem Sheet.
b.
Past due bills, UNLESS:
1)
a specific repayment arrangement has been
made;
or
2)
the bill is more than 3 months past due; or
3)
it amounts to $200 or more.
c.
Debts which R clearly has no intention of
d.
Credit card debt (this should be edited to
e.
Intra-PEU debt (i.e., owed by one PEU member to
another PEU member).
repaying.
Section B).
2.
INCLUDE:
a.
Back taxes.
b.
Money borrowed from a pension plan.
c.
Medical debt (of $200 or more).
d.
Loans for home improvements which R listed here
(unless it is double-counted at D55-D65b, then it
should be left there only).
e.
Education loans, whether currently being paid on
or
not (if it is owed by a current member of the
PEU).
f.
Defaulted co-signed notes: loans which a PEU
member
had co-signed for someone else and for which the
PEU
member now assumes the obligation.
These must
also be
written on the Problem Sheet.
g.
Intra-HU debt: debt that a PEU member owes to an
Independent Adult living in the HU.
h.
All other debts or loans owed by a member of the
PEU
listed by R in this section and not edited out or
moved by any of the other instructions here, or
found
anywhere else in the interview and not excluded
by any
instructions here.
H4
CODE.
Code the purpose of the loan at H4 using the LOAN PURPOSE
Code the first two mentions if more than one is given.
Use
code
97 if more than two mentions are given.
H5
1.
For REGULAR INSTALLMENT loans (H7=1), if marginal notes
indicate that the date that the loan was taken out is
different than when the payments started, edit H5 to
the
date the payments started.
If it is known that the
date is
different, but it is not known the date they started,
write
it on the Problem Sheet.
2.
If payments haven't started yet, but date is known when
they
will start, edit H5 to that date.
H7
in
1.
H7 should be edited to "REGULAR PAYMENTS" in all cases
which current regular monthly payments have been agreed
upon, including overdue bills which the PEU has made
"arrangements" for.
2.
H7 should be edited to "OTHER KIND" for:
a.
loans not yet due or not yet being paid on (such
as
Educational Loans on which payments won't start
until
sometime in the future);
b.
past due bills on which no "arrangements" have
been
made;
c.
loans for which the regular payments agreed on
are not
monthly (i.e., "twice a month," "quarterly").
NOTE: In these cases, payments, and the
frequency of
them, should be edited to H10.
You will have to
NA
H11 & H12 UNLESS R volunteered them.
H8
If H8 is answered in a fractional # of years, edit it as per
GENERAL INSTRUCTION 22.
H9
currently
For regular installment loans where payments are not
being made, edit H9 to '9995.
No payment being made.'
If
they
are behind or not paying the full payment amount, edit H9 to
the
amount they should pay and put other information on a Problem
Sheet.
H10
(such
For loans and debts on which payments are not yet being made
as deferred education loans), edit the "typical payment" to
$"0"
PER ___.
H13
doctors,
If the current interest rate for medical bills owed to
dentists and medical facilities is NA or DK, leave it NA/DK.
H14
1.
Edit the type of institution at H14 as per GENERAL
INSTRUCTION 21.
2.
For medical debts owed to doctors, hospitals or
dentists,
precode "22".
H18
"LESS
Edit the number of miles written in the blank to check boxes
THAN A MILE" or "OVER 50 MILES" whenever appropriate.
LOAN PURPOSE MASTER CODE
Precode purpose of loan at D37, D53d, D70 and H4 using this code.
Precode up to 2 mentions in each location.
HOME PURCHASE, ADDITION OR REPAIR OF CURRENT RESIDENCE
01. Own home purchase
03. Home improvement or addition (incl. assessments for
sewer/
04.
sidewalk, etc.)
Home repairs/maintenance/upkeep
CAR/HOUSEHOLD DURABLE GOODS
10. Car
11. Refrigerator
12. Stove/Range; microwave oven
13. Dishwasher
14. Freezer
15.
16.
17.
18.
Air conditioner
Washing machine (incl. washer/dryer combination)
Dryer
Furniture (excluding pianos and organs--see 34); lamps;
mattress and spring combinations; rug and/or carpet;
other
20.
23.
24.
25.
household furnishings
Vacuum cleaners
Home computer; calculator; computer terminal
Truck/jeep/utility vehicle
Combination of appliances (incl. TV); "appliances"--NA
type
26.
29.
Combination of furniture + appliances
Other appliances or durable goods; sewing machine;
typewriter
SMALL/INDOOR HOBBY OR ENTERTAINMENT GOODS
31. Stereo; phonograph (may include radio); include sound
equipment, amplifiers here; radio (AM or FM); tuner; CB
equipment; tape recorder, tape player (cassette or reelto34.
35.
36.
reel); CD player
Piano; organ
Musical instruments (excluding pianos and organs)
TV--color or black and white; "home entertainment
center"
(incl. combination TV, radio, phonograph); video
cassette
49.
recorder/player (VCR); video camera (Cam-corder)
Other small/indoor hobby or entertainment items (incl.
50.
tables and regular cameras)
Power tools and yard equipment
pool
OUTDOOR HOBBY AND RECREATION GOODS
61. Boat; boating equipment (including trailer)
63. Motorcycles; bicycle; moped; snowmobiles; off-road
vehicles
65.
67.
Camper-trailers; "RV"--NFS
Cottage; vacation property; mobile homes--seasonal
residence
(if current residence, code 01); "motorhome"; "second
home"
69.
High
Priority
Other outdoor recreation items; horse
SAVINGS AND INVESTMENTS
71. Invest in Bus #1 (from Section M)
72.
"
" Bus #2
"
"
"
73.
"
" Bus #3
"
"
"
74. Invest in own business, other than 71-73 or NA which or
all
75.
76.
Business investment (own) (exc. 71-74), incl.
businesses now defunct
Other asset investment; bought stocks/bonds; IRA
78.
deposit; gold; "investment" -- NFS
Investment real estate (incl. cemetery plots and
additions
and repairs to investment property); farmland (exc. 7174);
include businesses of self-employed R's who don't report
a
79.
business in the M section
Other investments
SPECIAL EXPENSES
81. Travel/vacation expenses
82. Medical/dental expenses; attorney's fees
83. Education/school expenses
84. Tax and insurance expenses (exc. vehicle, code 93)
85. Weddings/funerals
88. Moving expenses
89. Other special expenses; encyclopedia; health membership
MISCELLANEOUS PERSONAL NEEDS
90. "Personal loan"--NA what for
91. Bill consolidation; "bills"
92. Personal items, incl. clothing, jewelry
93. Vehicle repair/upkeep (incl. insurance)
94. Gifts; goods or gifts of money; "Christmas"
95. Living/general expenses
96. Loans made to others; "loaned friend/son money for a
house"
-7.
Other (incl. combinations)
SECTION M:
M1, M2
is
BUSINESSES
Check D1; if "R LIVES ON A RANCH AND FARM" is checked AND D3
checked "YES", then box "R OR R"S FAMILY OPERATE FARM/RANCH
BUSINESS ON THEIR PROPERTY" should be checked at M1 and there
should be at least one business at M2 connected to the farm
or
ranch.
If not, bring the Interview to the Editing
Supervisor.
M2, M4a,
M5
Edit the number entered in "# BUSINESSES" at M4a to be
consistent with the number entered in the control box at M5.
M5
consistent
Edit the # OF BUSINESSES entered in the box at M5 to be
with the number recorded in Columns #1-#3 and M19a-c of the
grid.
M6
If more than one box is checked or marginal notes are
inconsistent
with the box checked at M6, edit the boxes to one choice to
indicate how the PEU originally acquired the business.
If necessary, edit the date at M8 to agree with the editing
of M6.
M9d
M9d, it
If R reports that a business is a "limited partnership" at
should be moved to M20-M20e (PASSIVE BUSINESSES), but only if
it
is clearly stated that they (the PEU) are "limited partners"
and
not general partners.
If the limited partnership is moved to M20-M20e, all the
details
of the business should be written on the Problem Sheet and,
if it
is the only business, M4 should be edited to "NO".
M10, M10a
CHECK FOR CURRENT COLLATERALIZED LOAN
1.
If M10 has been marked YES, but the answer to M10a
indicates
that R does not currently have a personal loan (i.e.,
M10a
is "nothing"), edit M10 to NO.
M14, M15
Edit to include only PEU's share.
M16, M17
receipts
If the net income reported in M17 exceeds the gross
reported in M16, leave the inconsistency unless there
are
explanatory notes which support reversing the figures
at M16
& M17.
If any explanatory information is available,
write
it on the Problem Sheet.
M20a,
M21a-f
Check the number of other (non-actively managed) businesses
reported at M20a. It should be equal to or greater than the
number of types of businesses ("YES" boxes) checked for M21a-
f.
See the Editing Supervisor if it is not.
SECTION N: FINANCIAL ASSETS
N1-N43a
GENERAL SECTION N INSTRUCTIONS
1.
Watch for accounts and assets that belong wholly or
partly
to a business or to persons not in the PEU.
a.
If they belong wholly to the business or person
outside the HU, edit them out unless the business
is a
"sole proprietorship", in which case see the
Editing
Supervisor.
b.
If they belong to an INDEPENDENT ADULT, check to
make
sure they are included at Y37-Y38c.
c.
If they are owned jointly with the PEU, and it is
not
clear how to split them, leave them in, but NA
the
amount.
2.
reoccurring in
Write these on the Problem Sheet.
Watch for margin notes or specific $ amounts
different places which would indicate the double-
counting of
assets within Section N.
Amounts double-counted in two different places in
Section N
should be left in the most specific type of account,
unless
otherwise instructed (e.g., if listed in a savings
account
and as an IRA--edit it out of the savings account and
leave
it in the IRA).
3.
Assets from pension and profit sharing plans may be
held in
a variety of ways and could be double counted in both
Section N and Sections R/S. Check assets and accounts
in
this section against pension accounts for current jobs
at
R21, R32, S21 and S32 and against pension accounts from
past
jobs at R53c-d and S53c-d.
If double counting is
found,
edit it out of Section N and leave it in Sections R/S,
except for IRA's which may be left in the R53b-g future
pension grid and the N11-N14 IRA grid if R53d is marked
"YES, IRA/KEOGH".
If assets are found in this section (N) which are
clearly
labelled as being part of R's or S's current or future
pension or profit-sharing plans and which are not
doublecounted in Sections R or S, see the Editing Supervisor.
For
SEP-IRAs, see Note 2 at N12.
4.
Check for instances where a R has not known total
figures
because they did not know a component -- possibly
because an
account belongs to another FU member (for example, R
may not
know the amount of a daughter's U.S. Government bonds,
but
does know the amount of his/her own bonds).
In these
cases,
NA the amount and write the known, given amount on the
Problem Sheet, as well as noting there that there is
also an
unknown amount.
5.
Edit out any accounts that were not set-up at the time
of
the first contact for the Interview.
6.
Be sure that accounts which are jointly held by two
people
in the PEU are only counted once.
7.
If margin notes anywhere in Section N, except at N41-
N46,
indicate that the assets listed are part of a CMA or
FMA,
take it to the Editing Supervisor.
N3
be
Edit the # of Checking ACCOUNTS entered in the box at N3 to
consistent with the number recorded in Columns #1-#6 of the
Checking Account Grid and N8 as per GENERAL INSTRUCTION 24.
THE CHECKING ACCOUNT GRID
N4
21.
Edit the type of institution at N4 as per GENERAL INSTRUCTION
N6
market
Check all accounts checked "YES" at N6 against the money
grid at N17-N20 for double-counting.
If any of them are
clearly
double-counted, edit them out of the checking account grid
and
leave them in the money market grid.
NOTE:
If that would
edit
all of the PEU checking accounts out, leave the first one
listed
in, and edit its counterpart out of the money market grid.
NEVER edit the main checking account (account #1) out of the
checking account grid. See the Editing Supervisor in such
cases.
N8
accounts
If more detail is given concerning the remaining checking
than is asked for at N8, enter it on the Problem Sheet.
N10-N14
THE IRA, KEOGH ACCOUNT GRID
1.
Watch particularly for double-counting here with
pension
plans as per instruction 3 at the beginning of this
section.
2.
However, if a SEP-IRA (Simplified Employee Pension) is
listed here and is not double-counted in Sections R or
S,
leave it in this grid and precode a "2" under the "IRA"
box
at N12.
N11, N13
N14a
column.
Edit the type of institution at N13 as per GENERAL
INSTRUCTION 21 -- "CHECK ALL THAT APPLY".
Be sure the correct skips are marked at the bottom of each
(This grid is not filled in sequentially, but in order of who
has
an IRA/KEOGH account.)
THE MONEY MARKET GRID
N16a
N16a to
Edit the # OF MONEY MARKET ACCOUNTS entered in the box at
agree with the number recorded in Columns #1-#3 and N21a as
per
GENERAL INSTRUCTION 24.
N19
Edit the type of institution at N19 as per GENERAL
INSTRUCTION 21.
N21a
If more detail is given concerning the remaining money market
accounts than is asked for at N21a, enter it on the Problem
Sheet.
N22-N22c
CERTIFICATES OF DEPOSIT
1.
Be particularly alert to double-counting with IRA's at
N11N14; edit them out of here if such double-counting is
found.
2.
Watch for double-counting also with Sections R/S. See
GENERAL SECTION N INSTRUCTIONS item 3 if you find any.
N22a,
Edit the type of institution at N22c as per GENERAL
INSTRUCTION
N22c
21--"CHECK ALL THAT APPLY".
N23a
agree
Edit the # of Savings ACCOUNTS entered in the box at N23a to
with the number of savings accounts recorded in Columns #1-#5
and
N26a as per GENERAL INSTRUCTIONS 24.
N24-N25
THE SAVINGS ACCOUNT GRID
1.
This grid is intended to pick up any other savings-type
accounts that have not been included in earlier grids.
Watch for double-counting with checking account, IRA,
CD and
Money Market grids; edit them out of here if found.
Move
any such assets to their proper grids if they are found
clearly marked here and not there.
2.
Include here passbook, statement savings and credit
union
share accounts, Christmas Clubs and all other savings
accounts, as well as accounts at foreign banks, unions,
AARP
or other organizations, building and loan associations,
and
colleges.
N24
Edit the type of institution at N24 as per GENERAL
INSTRUCTION 21.
N26a
accounts
If more detail is given concerning the remaining savings
than is asked for at N26a, enter it on the Problem Sheet.
N28a-e
MUTUAL FUND GRID
1.
Watch for double-counting of mutual funds with pension
funds
in Sections R & S as per instruction 3 for this
section.
2.
Check for double-counting of:
a.
STOCK FUNDS at N28a and stock at N37 & N39, and
b.
BOND FUNDS at N28b-d and bonds at N31a, N32a or
N33a-d.
If any are found, leave them here at N28a-d and edit
them
out of the later section(s).
BONDS AND BILLS
N32
is not
Check that the number entered in the # BONDS OR BILLS blank
less than the number of boxes checked "YES" at N33a-N33d.
N33a-d
Sections
Watch for double-counting of bonds with pension funds in
R & S as per instruction 3 for this section.
PUBLICLY TRADED STOCK
N37, N39
1.
Watch for double-counting with pension or profit
sharing funds in Sections R & S as per instruction 3
for this section.
2.
Check for consistency between N37 & N39a if N39 is
"YES".
a.
N39a must be equal to or less than N37.
b.
If N36 is "1", then N37 and N39a must be the
same.
If either of the above is not true, see the Editing
Supervisor.
3.
If there is any indication that the amount of N39a
includes
stock in a business in Section M, see the Editing
Supervisor.
4.
Stock which is clearly not publicly traded and can be
separated from publicly traded stock should be moved to
N52--"other assets." You should check Section M for
doublecounting.
5.
IF R DOES NOT GIVE A VALUE ON STOCKS, but names the
stock
and the number of shares or the dividends paid, record
it on
the STOCK HELD sheet at the front of the Problem Sheet
book.
BROKERAGE ACCOUNTS
N40a-N40f
regarding
If any significant extra detail (not codeable in N40a-f)
a brokerage account (such as the amount due on a margin
account)
is volunteered by R, add it to the Problem Sheet.
N41-N46
TRUSTS, ANNUITIES, AND MANAGED INVESTMENT ACCOUNTS
1.
Check the margin notes in this sequence for any
indication
that the assets recorded are double-counted in any of
the
accounts reported earlier in this section.
If you find
any,
see the Editing Supervisor.
2.
If R mentions a "limited time annuity" and any details
are
given in margin notes, add them to the Problem Sheet.
LIFE INSURANCE
N47-N50
Exclude life insurance policies whose beneficiary is a
business in
Section M.
N48, N48a
If "burial insurance" is mentioned at N48-N48a, leave it.
N51, N51a
MONEY OWED TO THE PEU
1.
Exclude:
a.
money owed to a PEU business;
b.
money owed to one PEU member by another PEU
c.
money that R doesn't expect to be repaid,
member
including
"probably won't."
2.
If at N51 a note says the PEU is owed money by a
business in
Section M, check M11-M11a to determine if it is
included
there:
a.
if it is, edit it out of here (N51-N51a).
b.
if it is not, move it to M11-M11a.
c.
if you are unsure about the double-counting, take
it
to the Editing Supervisor.
3.
N52-N52c
Money owed to the PEU by a business that has been sold
should be left here.
OTHER ASSETS
1.
Move items that should be included in other sections to
their appropriate place. If you have doubts concerning
whether or not to move something, see the Editing
Supervisor.
a.
Move any vehicles found here (including antique
and
valuable vehicles) to Section G.
Assume that
there is
no debt on them unless there is contrary
evidence.
Code [such] vehicles moved to the G8-G22 grid '6'
at
G8.
2.
Some items which should be included here:
a.
antique and valuable items and collections
b.
silver, gold, jewelry
c.
cash
3.
Do not edit items out just because the value seems
4.
Move any future inheritances or estates mentioned here
small.
to X9
and delete them from here.
N53-N53a
OTHER DEBTS
1.
Edit out any debts which have been listed in other
2.
Move all bills of $200 or more whose purpose is clear
sections.
to the
Section H loan grid if they meet the qualifications
there.
3.
Debts for business purposes should be moved to the
Section H
loan grid if is clear that the PEU is personally
liable.
(A
bankruptcy debt for an unincorporated business or debt
on a
business no longer in operation would be examples.)
BUSINESS OR PROPERTY LINK CODE FOR JOBS
Precode at R2 (R2='SOMEONE ELSE') or R14 (self-employed) and/or
R40b
(second job, if 'BUSINESS' is checked).
Precode also S2, S14,
and
S40b for Spouse/Partner.
1.
This job associated with Bus #1 at M5a
High
2.
"
"
"
"
Bus #2 "
"
3.
"
"
"
"
Bus #3 "
"
Priority
4.
MAKE
This job is associated with business listed at M5a,
BUT it is:
a) a business beyond #3 (at M19a-c) or
CARD
b) associated with more than one M5a business or
c) NA which business
5.
No Business or Property link; this job not
associated
with a business at M5a-M19c (i.e., no info present
which ties this job to businesses) OR NO businesses
listed in M5a-M19c, and not associated with
Properties
at Section E or no properties listed.
6.
Code at R40b or S40b only.
This job (not codable 1-
4
above) is associated with properties listed in
Section
E. Note: This information only available if
volunteered by R.
SEE ED SUP
9.
It is unclear whether or not a link exists with a
business or property.
Where to Precode:
At R2:
in left margin above the OCC precode
At R14: to right of box
At R40b: to right of little box in larger box
SECTION R: EMPLOYMENT OF RESPONDENT
R1
1.
Check that a two-digit occupation status code has been
precoded in green next to the status boxes. If not,
see an
occupation coder or the Editing Supervisor.
2.
If R mentions here that his/her work is 'volunteer'
work,
see the Editing Supervisor.
R1d
RETIREMENT DATE
1.
If both "RETIRED" and "DISABLED" are checked at R1 AND
two
dates are given at R1d, edit R1d to the date which is
consistent with the green two-digit occupation status
code.
"50" is "RETIRED"; "52" is "DISABLED."
2.
the
If R has retired twice (2 dates are given), keep only
most recent date.
Put the other date on a Problem
Sheet.
This will occur often with career military persons who
go on
to second careers.
R2
CHECK SELF-EMPLOYMENT
1.
If the "RUN MY OWN BUSINESS" box at R2 is checked, edit
R2
to "SELF-EMPLOYED."
2.
Make sure no self-employed persons followed the
"SOMEONE
ELSE" sequence.
If they did, move the information in
R3-R12
to the appropriate matching questions at R14-R14k.
should be moved to R14g and R15 to R14k.
3.
R8
If you are unsure whether you should consider someone
"SELFEMPLOYED," see the Editing Supervisor.
NOTE:
A person does not need to have a business listed in
Section
M to be self-employed.
businesses.
R3, R4
MAIN OCCUPATION:
1.
Not all self-employed people own
R WORKS FOR SOMEONE ELSE
Check that there is a three-digit green precode to the
left
of R3 and R5.
If either is missing, see an occupation
coder
2.
or the Editing Supervisor.
If R's response to R3 and R4 seems to include two
different
jobs, one of them should have been moved to R's second
job
at R40-R44.
Check in these cases to see that a second
job
is at R40-R44; if it is not, see an occupation coder or
the
Editing Supervisor.
3.
Precode the JOB/BUSINESS LINK CODE, for the job coded
at R3,
to the right of the "I RUN MY OWN BUSINESS' box at R2.
R7
EDIT WEEKS WORKED
1.
Edit any non-week response to # of WEEKS normally
worked,
assuming 4.3 weeks to a month.
2.
For teachers and other school personnel:
a.
Do not edit teachers or "school personnel" to 52
weeks
worked, if the answer is less.
b.
Check that the salary reported at R8 is
consistent
with the # WEEKS R reported at R7.
If not, edit
the
salary to an annual basis.
3.
Note that Q reads "...in a normal year."
If R answers
that
he/she hasn't worked for a full year yet and it is
reasonably clear that the job is not seasonal, edit R7
to 52
weeks.
R8
EDIT HOURLY JOB EARNINGS TO A WEEKLY WAGE
1.
Edit dollars per hour at R8 to dollars per week by
multiplying the dollars per hour times the number of
hours
per weeks worked given at R6 and then precode an "8" in
the
PER blank, to indicate that this conversion was
performed.
NOTE: If R6 is NA or DK, check R44 and assume the
following:
2.
For females:
full-time = 35 hrs/wk, 5 days;
part-time = 15 hrs/wk, 3 days.
For males:
full-time = 40 hrs/wk; 5 days;
part-time = 20 hrs/wk, 4 days.
Tips, bonuses, overtime, commissions and piecework
should be
included in calculating the wage rate.
a.
If tips are mentioned, but the amount is NA,
multiply
the wage rate by 1.5 and put the information on a
Problem Sheet.
b.
If overtime is mentioned, but the amount is NA,
assume
time-and-a-half for any hours per week over 40
and put
the information on a Problem Sheet.
c.
If salary/wages are given for one time period and
commissions, bonuses, tips or other payments are
given
for a different time period, see the Editing
Supervisor.
d.
If R is paid by commission and the amount is not
known, edit R8 to the known amount and put all
details
on the Problem Sheet.
e.
If the base wage rate is given or can be
calculated,
do not NA it because of unknown or uncalculable
tips,
bonuses, overtime, commissions or incentivesm
etc.;
edit R8 to the known base wage rate and write the
uncoded details on the Problem Sheet.
3.
If the salary/wages are given "after taxes", NA R8 and
record the details on the Problem Sheet.
4.
If R says he/she isn't paid:
a.
If R does volunteer work (such as with United
Way,
church work, etc.), take it to the Editing
Supervisor
and put it on a Problem Sheet if R works more
than 35
hrs/week.
b.
For those whose income is "paid in kind", include
the
value of the "in kind payment" in or as their
wage
(e.g., someone who manages an apartment building
and
receives their own rent free as their wage earns
the
value of their rent).
c.
Whenever the marginal notes or amounts for the
above
are unclear, write the information on the Problem
Sheet.
R10
EDIT "SINCE" TO "# YEARS"
1.
If R reports R10 as being "SINCE" a specific year, edit
it
to the number of years since that specific year by
subtracting it from the date of the Interview ('89 or
'90-see facesheet).
Enter that calculation into the #
YEARS
blank (i.e., if "SINCE 1960" and the Interview date is
1989,
edit out "1960" and edit "29" into # OF YEARS).
2.
If R gives dates and there was a break in service, edit
the
total number of years, not including the break, into
the #
YEARS blank.
R11
EDIT "UNTIL AGE" TO "# YEARS"
1.
If R answers R11 as being "UNTIL AGE ___", edit to "___
#
YEARS" by subtracting R's inputed age (from the IMPUT
AGE
for R on the facesheet) from the AGE given here.
Enter
this
calculation into the "# YEARS" blank and edit the
response
in the "UNTIL AGE" blank out.
2.
For reasponses like "until I can't work any longer",
"as
long as I can", "indefinitely", mark the "NEVER STOP"
box.
R14, R14a
MAIN OCCUPATION:
1.
SELF-EMPLOYED
Check that the three digit occupation and industry
codes are
precoded to the left of R14 and R14a.
See an
occupation
coder or the Editing Supervisor if they are missing.
2.
If R's response to R14 and R14a seems to be two
different
jobs, edit as per instruction 2 for R3, R4.
3.
small
Precode the JOB/BUSINESS LINK CODE to the right of the
box to the right of R14.
Make sure the box is checked
if
the job is linked to a business in Section M.
R14b
Edit "SINCE" to "# YEARS" as per R10.
R14c
Edit "UNTIL AGE" to "# YEARS" as per R11.
R14e
Edit R14e as per instructions for R7.
R14f
clear
Edit R14f using all information available.
If it is not
which box should be checked, see the Editing Supervisor.
R14g or h
week
1.
Edit hourly wages given at R14g or h to a dollar per
amount as per instructions at R8.
2.
R17a
For those who work in a family business or farm without
wages, edit R14h to '0' per 'WK'.
IF RECEIVING BENEFITS
1.
If R17a is "YES", check R51c (pp. 98-99) to verify that
"CURR JOB PENS" is checked, for at least one column,
for
this R.
(NOTE: RECIPIENT is found checked at the top
of the
column).
2.
If R17a is "NO", check that the # PLANS entered in R17
agrees exactly with the # OF PLANS entered in the box
at
R18.
R17b
If they do not, see the Editing Supervisor.
If R17b is "YES", check that the # PLANS--NOT YET RECEIVING
BENEFITS at R17c agrees exactly with the # OF PLANS entered
in the
box at R18.
R18
at
If they do not, see the Editing Supervisor.
Edit the # OF Pension or Retirement PLANS entered in the box
R18 to be consistent with the number of plans recorded in
Columns
#1-#3 and R39-R39a as per GENERAL INSTRUCTION 24.
R21
Section
Double-check that amounts at R21 are not double-counted in
N.
If they are, edit them out of Section N.
R23
If "Employer Contributions" are mentioned, write this on the
Problem Sheet.
R24
___"
1.
If R answers R24 as "IN ___ YEARS", edit it to "AT AGE
by adding the number of YEARS given to R's imputed age
(from
the IMPUT AGE box, for R, on the facesheet).
Enter
that
calculation into the "AT AGE" blank and edit the
response
out of the "IN ___ YEARS" blank.
2.
R26
number
If R answers with a range, edit it to the midpoint and
record the range on a Problem Sheet.
If more than one box is checked, priority code the lowest
and the benefit amount at R26a, consistently if possible.
R26a
Convert any annual payments to monthly payments.
R30a, R31a
and
Check these questions for complex responses (e.g., "match 2%
then 1/2 of next 4%).
If you find one, take it to the
Editing
Supervisor and put it on the Problem Sheet.
R32
(p.68)
Double-check N14 (p.63), N20 (p.64), N25 (p.66) and N28a-e
to make sure the amounts mentioned here at R32 are not
doublecounted there. If they are, edit them out of the location in
Section N and leave them here in Section R.
R36
true.
Check for write-in responses at R36.
1.
If "I wouldn't get anything until I retire," check the
"OTHER" box and NA the "PERCENT" at R36a.
2.
If "It would roll over into another account," check the
"NONE" box, unless marginal notes indicate this is not
R39a
Sheet.
If anything is entered in R39a, enter it on the Problem
R40-R43
SECOND (OTHER) JOB
1.
If R works for a business reported in Section M (see
M9a &
b) in addition to his main job and R does not report a
second job here, you should edit it in. Do not edit in
a
second job only on the basis of the "R/S" box being
checked
at M9b.
(If this has been done by an OCC coder, see
Editing
Supervisor.)
R40b
Precode the JOB/BUSINESS LINK CODE to the right of the
smaller box
within the larger box around R40b.
R41-R43
it is
If it is necessary to edit in R's second job at R40-R40b and
clear that R has already included all of his HOURS, WEEKS and
INCOME for this job in R6-R8 with his main job and it is
unclear
how to separate them you should leave them in R6-R8 and code
R41R43 "0", unless the job being edited in is Military Reserve
or
National Guard.
R41,R42
Guard
In that case, see R41, R42 below.
If R's second job is the Military Reserve or the National
and R41 (# HOURS) and R42 (# WEEKS) are NA or DK, assume 20
hours
per week for 13 weeks.
R43
EDIT SECOND JOB EARNINGS
1.
Edit any dollars per hour responses at R43 to dollars
per
week using the hours given at R41.
if
2.
Edit other responses to R43 as per R8.
3.
In addition, edit the following cases to $"0" per week
their earnings are NA:
a.
Wives who work on the family farm or in the
family
business but who haven't reported it as their
main job
and report no second job.
(For wives who do
report it
as a job, but without pay--see note 4b at R8.)
b.
Those cases specified for R41-R43 above.
WORK HISTORY--FULL TIME NOW
R45d & e
Check that three-digit OCC and IND codes have been precoded
to the left of R45d & e.
R45f & g
1.
Edit "YEARS AGO" to "19___" by subtracting the number
of "years ago" given from the year of the Interview
('89 or '90, from item 3 on facesheet). Edit the
calculation into the "YEARS AGO" blank and edit the
year out of the "19___" blank.
2.
If there was a break in service between the 'START'
date at
R45f and the 'STOP' date at R45g, write the break
details on
the Problem Sheet.
R45h
job
Convert $ per hour to $ per week and edit other problems of
earnings as per instructions for R8.
R45m,
R45p
in "AT
1.
Edit "AT AGE ___" to "IN ___ YEARS" by subtracting R's
imputed age (from the facesheet) from the age entered
AGE" and editing the result into the "IN ___ YEARS"
blank.
Edit out the response left in the "AT AGE" blank.
2.
If R answers with a range, edit it to the midpoint and
record the range on a Problem Sheet.
3.
The intention of the question is to find when R plans
to
stop working full-time for good.
If R answers that
he/she
plans to stop, but then start again at a later date, NA
the
response or edit it to the data consistent with the
intent
of the question, if that is known.
WORK HISTORY--PART TIME NOW
R46d
g.
Edit "# YEARS AGO" to "19___" as per instructions for R45f &
R46e
job
Convert $ per hour to $ per week and edit other problems of
earnings as per instructions for R8.
R46h & i
Check that three-digit OCC and IND codes have been precoded
to the left of R46h & i.
R46j & k
g.
Edit "# YEARS AGO" to "19___" as per instructions for R45f &
R46m
job
Convert $ per hour to $ per week and edit other problems of
earnings as per instructions for R8.
R46q
& p.
R46r
R46s
Edit "AT AGE" to "IN ___ YEARS" as per instructions for R45m
R46r & s
If R answers with a range, edit it to the midpoint and
record the range on the Problem Sheet.
WORK HISTORY--NOT WORKING NOW
R47c
g.
Edit "# YEARS AGO" to "19___" as per instructions for R45f &
R47d
edit
Convert $ per hour to $ per week (for a FULL-TIME job) and
other problems of job earnings as per instructions for R8.
R47g & h
Check that three-digit OCC and IND codes have been precoded
to the left of R47g & h.
R47i & j
g.
Edit "# YEARS AGO" to "19___" as per instructions for R45f &
R47k
edit
Convert $ per hour to $ per week (for a FULL-TIME job) and
other problems of job earnings as per instructions for R8.
R47q
R45m
R47s
R47t
R47u
1.
Edit "AT AGE" to "IN ___ YEARS" as per instructions for
R49
BOOKLET
CHECK FOR CONSISTENCY BETWEEN R49, HHL BOX, AND SPOUSE
& p.
2.
1.
If R answers with a range, edit it to the midpoint and
record the range on a Problem Sheet.
If R49 is checked "R. IS MARRIED/LIVING WITH PARTNER"
then:
a.
R should have "M" or "P" circled in column D of
the
HHL or a "7" or "8" should be precoded there AND
b.
there should be a SPOUSE BOOKLET included in the
Interview. (If COL D of the HHL box is precoded
"7"
or "8" and the SPOUSE BOOKLET is missing--see the
instruction for COL D in the HHL box section.
c.
2.
If the S booklet is missing, see the Editing
Supervisor.
If R49 is checked "ALL OTHERS" then R will not have "M"
or
"P" circled nor have "7" or "8" precoded in COL D of
the HHL
box nor should a SPOUSE BOOKLET be included with the
Interview.
a.
If a SPOUSE BOOKLET is included in this case, see
the
Editing Supervisor and then print "DO NOT CODE"
in
large letters across the cover of the booklet.
S1-S49
the
Edit the SPOUSE BOOKLET as per R1-R47u above.
All Q #s in
SPOUSE BOOKLET correspond to the Qs in the R Section except
that
they are prefixed with an "S" rather than an "R".
R50d-R50f
SOCIAL SECURITY PAYMENTS
1.
Edit out all non-Social Security payments; if in doubt,
see
the Editing Supervisor.
2.
Edit out SSI payments (Supplemental Security Income)
and if
it was received in 1988, check T1k & T2k to make sure
it is
included there.
3.
Edit out all Social Security benefits for anyone except
the
Respondent and the Spouse/Partner (however, make sure
they
are included at T2m before you do).
4.
"SURVIVORS BENEFITS":
a.
if they are for a widowed person 62 or over,
leave
them here and edit R50d "RETIRE";
b.
5.
Otherwise, leave as it is.
If Social Security benefits for minor HH children are
being
received (e.g., disability), include the amount with
the
payment of the adult who is receiving them.
R50d
notes
If both "RETIRE" and "DISAB" are checked, and there are no
to explain why:
1.
If the person is 62 years old or older, edit to
2.
If under 62, edit to "DISAB".
"RETIRE".
R50e
Edit "SINCE" to "# YEARS" for both columns as per
instructions at
R10.
R50f
1.
Check that R50f (S.S. benefits being received) is not
double-counted at R51e (other benefits being received)
or at
R53g (benefits expected to be received in the future).
If
any are, edit them out of the Inap.propriate place.
NOTE:
Benefits for which no payment has yet been
received
are expected benefits.
2.
If a single amount is given for both R & S, and is
based all
or mostly on the earnings of one individual, split the
amount and allocate 2/3 to the primary wage earner and
1/3
to the other person.
R51a
box
1.
Edit the # PENSIONS/DISABILITY PAYMENTS entered in the
at R51a to agree with the number recorded in columns 1-
6
(FIRST BENEFIT-SIXTH BENEFIT) as per GENERAL
INSTRUCTION 24.
R51c
If "CURR JOB PENS" is checked in any column, after
ascertaining
the RECIPIENT from the top of the column:
1.
Check the Recipient's job status at R1-R6 or S1-S6 to
verify
they have a current job.
2.
Check R17a or S17a to verify that they reported that
they
are receiving benefits from it.
3.
If information is inconsistent, see the Editing
4.
Delete SSI if reported here.
Supervisor.
If it was received in
1988,
check T1k and T2k to make sure it is included there.
R51d
Edit "SINCE" to "# YEARS" for each column as per R10.
R52a
Edit the # CASH SETTLEMENTS entered in the box at R52a to be
consistent with the number recorded in Rows #1-#5.
R52b-R52d
CASH SETTLEMENT GRID
Cash settlements may match assets reported elsewhere,
especially
in Section N.
Leave any double reporting, since the question
is
concerned only with the source of the asset.
R53f
Edit "IN ___ YRS" to "AT AGE" for all columns as per R24.
SECTION T:
T1-T7d
INCOME
GENERAL SECTION INSTRUCTIONS
1.
Section T should contain the 1988 income of all of the
current PEU, i.e., the PEU members who are included in
the
HHL box. This may be a problem for recently married,
divorced, or separated Rs. Edit out any income clearly
not
belonging to the current PEU and bring to the Editing
Supervisor any unclear cases or cases where 1988 income
of a
current PEU member has been left out.
NOTE: If a deceased spouse was in the Household during
1988, include his/her income.
2.
If income of a financially independent household member
is
reported in Section T, it should be moved to Section Y,
if
it is not already included there.
3.
Do not force consistency between this section (T) and
any of
the other sections of the Interview unless specifically
directed to by these instructions or unless important
1988
income information will not be reported anywhere else
in the
Interview.
Thus, for example, if R reports an income
amount
at E34a (where income from property is asked for), but
does
not report any income at T1g, you should not change
T1g.
However, if R mentions an income component in a margin
note
somewhere in the Interview which will not be coded
anywhere
else, edit it in to T2a-n if it is not there.
cases,
In all
check with the Editing Supervisor before editing any
income
into the T section.
T1a-T1n
n.
T2a-T2n
Check consistency between T1 and T2 for income components a1.
If T1 is checked "NO" or left blank and an amount is
entered
in T2, edit T1 to "YES", unless it is clear that the
Interviewer checked the wrong box or entered the amount
in
the wrong place.
2.
If T1 is checked "YES" but T2 is left blank, NA T2,
unless
there is some indication what the amount should be
(e.g., "I
already told you that").
3.
Otherwise, the boxes at T1 should not be changed, unless
specifically directed to by these instructions or the
Editing Supervisor, even if T1 is checked "NO" but you
know
from evidence in other sections of the Interview that
the
PEU had income from this source (e.g., an amount is
reported
at E34a but T1g is checked "NO").
4.
Losses are only expected to appear at T2b, T2f, T2g,
and
T2n.
Mark all losses clearly with parentheses.
If
losses
are reported at any other location, see the Editing
Supervisor.
T2a-T2n
1988 INCOME COMPONENTS
1.
Edit all non-yearly amounts in T2a-T2n to annual
amounts for
1988.
Use all information given in margin notes and,
in the
absence of other evidence, assume 12 months, 52 weeks
and 26
bi-weekly periods in a year and 4.3 weeks in a month.
2.
Pre-code the # of refusals, at the bottom of p.102,
prefixed
by "REF", which is a count of the number of items (0013) at
T2a-T2n for which T1 is checked "YES" but which R has
refused to give an amount.
T2c
This should include income from tax-free bonds/mutual
funds/money
market funds. If these are reported elsewhere in T2a-T2n,
move
them here to T2c, but only if clearly specified as 'taxfree'.
T2k
If R's housing is partially or fully subsidized by a
governmental
unit (learned from the TN or marginal notes), check T1n "YES"
and
write in 'SUBSIDIZED RENT'. Enter the amount at T2n if it is
known, NA if it is not. If the rent subsidy is included in
the
amount given at T2k, move it to T1n if the amount is known.
If it
can't be separated, code T2k as given and record on the
Problem
Sheet that Subsidized Rent is included.
T2n
their
1.
Move items listed at T2n that belong in T2a-T2m to
proper location.
noted:
TYPE OF INCOME
Move the types below to the locations
MOVE TO:
Net gain from sale of business. . . .
Child care income . . . . . . . . . .
U.S. Army VAQ (HOUSING ALLOWANCE) pay
Jury duty pay . . . . . . . . . . . .
Corporate Board of Directors fees . .
Deferred compensation (from a job). .
T3
general,
2.
Edit out:
3.
Leave in T1n:
.
.
.
.
.
.
.
.
.
.
.
.
T2f
T2a
T2a
T2a
T2a
T2a
Tax refunds
Student Loans
Employer contributions to Pension Plans
money from relatives
IRA withdrawals
Do not edit T3 for consistency with its components.
In
T3 should not be edited at all (i.e., it should be kept as
independent as possible from T2a-T2n) EXCEPT:
1.
blank.
If T3 is missing (i.e., left blank), edit NA into the
2.
If R volunteers information in marginal notes at T3
which is
a codeable response or which must be added or
subtracted
from the response given, you should edit it in. E.g.,
"$25,000" (at T3) "and the commission I mentioned
before"
(volunteered).
Otherwise, you should leave any
codeable
response at T3 unedited.
a.
If R volunteers "just add it up", then just add
it up
(i.e., sum T2a-T2n).
3.
As indicated at T4-T4f below.
T4-T4f
If, in the process of responding to T4-T4f, R volunteers a
codeable response for T3 (e.g., at T4b R states "more like
$150,000" or T4f R volunteers "$24,000"), you should move the
response to T3 and edit out the DK/REF box checked there.
T6
to
1.
DO NOT edit out gifts or presents to others (including
relatives and friends). Thus, you would not edit out
"Christmas present to mother" and "We gave brother
$2000 for
his birthday".
2.
Edit charitable contributions to other than relatives
and
friends to X10a.
Thus, "sent $40 per month to an
orphan
child in Mexico" should be moved to X10a.
3.
Also, edit out loans which it is clear are expected to
be
repaid.
T7
their
For R's recently divorced or separated, and not living with
spouse, check T7a-d to make sure they are edited as follows:
1.
T7a must be checked "ALL OTHERS".
2.
T7d should be only the AGI of the current PEU. If it
includes the income of the separated/divorced spouse,
or may
include it, leave T7d as is but write it on the Problem
Sheet.
3.
If there is any indication that R and the
divorced/separated
spouse filed their 1988 taxes jointly (i.e., box is
checked
or marginal note says so), put this information on a
Problem
Sheet.
SECTION X: CHARITY AND INTER-FAMILY TRANSFERS
X1-X8
Section
Assets mentioned in Section X may match amounts listed in
N or other places in the I'w.
Leave the double counting,
since
this section is concerned with the source of the asset.
X2
in the
Edit the # OF INHERITANCES, TRUSTS, OTHER TRANSFERS entered
box at X2 to be consistent with the number recorded in
Columns #1#3 and X8 as per GENERAL INSTRUCTION 24.
X2-X6
than R
Edit out gifts or inheritances received by HU members other
or Spouse, such as R's children or parents.
Write them on
the
Problem Sheet.
X5
one
If more than one date is given at X5, indicating more than
inheritance from the same source, leave the earliest and move
the
other(s) to the next columns, if they are available.
If
there are
no empty column(s) to edit them to, move them to the mop-up Q
at
X8.
X10
charitable
If R volunteered time (not money or property) and gave
contributions in that way, edit it out.
SECTION Y: RESPONDENT DEMOGRAPHICS
GENERAL INSTRUCTIONS ON DEMOGRAPHICS
Y7-Y23b
Edit these questions to agree with other information in the
Interview and in the HHL box. See the Editing Supervisor if
you
are unsure.
Y5
HHL
If R mentions "children" in the Interview but none are in the
box and "NONE" is checked at Y5, see the Editing Supervisor.
Y7
Check the CHECKPOINT at Y7 for accuracy and make sure the
appropriate sequence has been followed.
Y8e
the
For separated Rs:
This question should be consistent with
information reported in other sections. If R reports, for
example, assets are mostly 'OWNED BY R', edit all sections to
reflect only the R's assets, debts, and income. If they are
'OWNED JOINTLY', make the sections consistent with this
response.
If you have reason to believe the data do not reflect what
the R
reported in Y8e, take the interview to the Editing
Supervisor.
Y8a, Y9a,
"YEARS
Y10a, Y12,
result
Y12a
response.
Edit "YEARS AGO" to "19___" by subtracting the number of
Y16
make
Check the CHECKPOINT at Y16 to agree with the HHL box and to
AGO" from the date of Interview (89 or 90) and entering the
in the "19___" blank.
Then edit out the "YEARS AGO"
sure the appropriate sequence was followed.
Y13, Y22f
entered
Edit "19___" to "AT ___ YEARS OLD" by subtracting the year
in "19___" from the year of the Interview (89 or 90) and
subtracting that result from R's imputed age (from the IMPUT
AGE
box for R on the facesheet).
Enter that result in the "AT
___
YEARS OLD" blank and edit out the response in the "19___"
blank.
Y25
make
Check the CHECKPOINT at Y25 to agree with the HHL box and to
sure the appropriate sequence has been followed.
Y25c&d
accuracy
1.
Check each person listed here against the HHL for
of Relationship to Head (Y25c and HHL box A) and Age
(Y25d
and HHL box C) to insure that each person listed here
in
Y25c-Y25e can accurately be matched with the listing
box.
2.
Edit out anyone found in Y25c-Y25e who is not included
in
the HHL listing box, or see the Editing Supervisor if
it
seems that someone found here should have been listed.
Y33
make
Check the CHECKPOINT at Y33 to agree with the HHL box and to
sure the appropriate sequence has been followed.
Y34b
Y34a
1.
If Y34b is checked "YES", edit the amount reported at
out of T2a-T2n and T3 (on pp. 102-103). Then edit this
question (Y34b) from "YES" to "3" to indicate that the
information was double-counted but is now corrected.
2.
If it is unclear where or whether the amount at Y34b is
double-counted, see the Editing Supervisor and put the
information on the Problem Sheet. If the amount is not
moved out of the income section, leave Y34b marked
"YES".
Y35c
If Y35c is checked "YES", edit the amount at Y35b out of the
income component (on p. 102) indicated by Y35a:
Y35a BOX
CHECKED
EDIT COMPONENT
AT:
A-C
D
E
F
G
H
J
T2m, T3
T2k, T3
T2c/d, T3
T2e, T3
T2a/b, T3
T2f/g, T3
T2a-n, T3
Then edit Y35c as per Y34b, item 1.
Y36b
(pp.
If Y36b is checked "YES", check the vehicle grids at G8-G23d
37-39) and G2b-G39d (pp. 41-43) and see if you can determine
with
assurance which of the vehicles there is the one whose value
is
specified at Y36a.
If you can, edit that vehicle out of the
G
section and edit this Q (Y36h) as per Y34b, item 1.
If it is not clear which vehicle is specified, then do
nothing and
leave Y34b checked "YES".
Y37b
of:
If Y37b is checked "YES" edit the amount reported at Y37a out
ACCOUNT
LOCATION
PAGE #
N5 & N8
N14
N20 & N21a
N22b
N25 & N26a
N31a
60, 61
63
64
65
66, 67
69
and edit Y37b as per instruction for Y34b, item 1.
If it is clear that the amount at Y37a is only part of the
amount
in the account (i.e., it is a joint account with a PEU
member),
edit out only the amount specified.
If, however, the amount
is
the whole account, then edit the account out, remembering to
adjust the # of accounts at that location.
Y38b
(except
If Y38c is checked "YES", edit the amount reported at Y38b
for the amount which is reported at Y39b, if box A at Y38a is
checked) out of the following locations depending on which
boxes
are checked at Y38a:
IF Y38a
BOX
CHECK &ON
EDIT
PAGE #
A
(see instructions for Y39
B
N37, N39*70
below)
C
D
E
F
G
H
N32a, N33a-d69
N28a-N28e*68
N20
64
M14* 54
E18* 31
(as needed)
* Other amounts are affected by editing these accounts;
see the Editing Supervisor. and then edit Y38c as per
instructions for Y34b (unless BOX A at Y38a is
checked,
in which case you should leave Y38a "YES").
Y39
sure
Check the CHECKPOINT at Y39 to agree with Y38a and to make
the appropriate sequence has been followed.
If "Rs HOME" is checked, see the Editing Supervisor.
Section
D
will have to be edited as per instructions for D27-D40a, note
3
and D28, D29 & D31, item 1a.
The independent adults share
will
remain (also) at Y38b and Y39b-Y39c.
Y39b should equal D19
and
Y39c should equal all the debts on the home.
Y42-Y43
CHECK FOR ACCURACY OF THESE CHECKPOINTS
If R is covered by a pension on a current job, BOX 1 at Y42
should
be checked;
if S is covered by a pension on a current job,
BOX 4
at Y43 should be checked.
If either of these are not
consistent,
bring to the Editing Supervisor.
Y43
edited
NOTE:
The box labelled "R IS NOT MARRIED" at Y43 should be
as though it reads "R IS NOT MARRIED/LIVING WITH PARTNER".
SECTION ZZ: OBSERVATION
ZZ2
CHECK TYPE OF STRUCTURE
There should be just one box checked at ZZ2.
If more than
one is
checked, edit out all but one.
which
You can probably determine
is right by checking Section D.
If not, see Editing
Supervisor.
------------------------------------------------------------------------------------------------------------------------------------------------------Survey of Consumer Finance--1989
General Coding Instructions
1)
will
PERCENT VS. %:
Answers requiring the R to respond in a percentage
be coded in one of two ways.
a)
10), we
Where answer line is labelled "PERCENT" (as at D4 on page
will code a 3 digit whole per cent plus 2 decimal places
(xxx.xx).
b)
Where answer line is labelled "%" (as at D35 on page 19), we
will
code a 2 digit whole percent field plus 2 decimal places
(xx.xx).
In these cases (usually asking interest rates being charged
on
loans) an answer of 10-3/4% will be coded 1075.
c)
Conversion of fractional percentages into 2 decimal places:
1/4
1/2
3/4
1/8
3/8
5/8
7/8
2)
The
DOLLAR FIELDS:
=
=
=
=
=
=
=
.25
.50
.75
.13
.37
.63
.87
Most $ fields are coded as 4 or 7 digit fields.
four digit fields are indicated by a boxed precoded item (usually-as at
D60 on page 25--9996.
No regular/usual payment or 9998.
DK) OR by
a Q
which specifically asks for a monthly payment. All others which
have no
such indications are coded as 7 digits. Please be especially
careful of
these large fields--it's very easy to miss-key in a value and the
error
may be very substantial.
RANGE OF VALID CODES FOR DOLLAR FIELDS:
Please note that, due to
the
use of a "range card" (Card B) for DK answers to $ fields, the code
values are as follows:
1-(999)9979.
(999)9979. $(999)9979 or more -- This is the code to use
when an
actual amount is given by R
which exceeds our field
width.
ANSWERS GIVEN FROM CARD B:
(999)9980.
(999)9981.
(999)9982.
(999)9983.
(999)9984.
(999)9985.
(999)9986.
(999)9987.
(999)9988.
(999)9989.
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
(999)9996.
NONE; NO USUAL/REGULAR/TYPICAL PAYMENT
(present at some locations) R only gives
assessed (home) value
OTHER/NEGATIVE AMOUNT; LOSS; amount in parens
(present at some locations)
DK
NA
(999)9997.
(999)9998.
(999)9999.
LESS THAN $500
$500-$1,000
$1,001-$2,500
$2,501-$10,000
$10,001-$50,000
$50,001-$250,000
$250,001-$1 MILLION
$1 MILLION-$10 MILLION
$11 MILLION-$100 MILLION
MORE THAN $100 MILLION
In addition, there will be "warning" messages on several fields
when
large amounts are entered to try to clear up miss-punches as they
occur.
3)
CODEBOOK JARGON:
DK:
NA:
Inap.:
NFS:
NEC:
4)
(Respondent answers) Don't Know
Not Ascertained
Inappropriate (item or question)
Not further specified
Not elsewhere classified
If MONTH is NA, but season is given, code:
Winter = 02
Summer = 08
Spring = 05
Fall =
11
5)
less
For all Q's asking "# of years", code "01" will include one year or
but will not include "NONE".
6)
RESTRICTED AMOUNT CODES: Whenever the full range of numbers is not
available for an item (example V5, Length of Iw: the current valid
range is 15-240 minutes only), make a card for any amount falling
outside the valid range.
Never assume an "XX or more" unless it is printed at the particular
location.
7)
make
If an answer exceeds the valid range specified in the codebook,
a card and put on Joan's desk. Example: # of vehicles range is
(01-25).
If R says "32" we will adjust the valid range.
8)
you
Tab items as you choose, but do not remove pages -- get a xerox if
want copies of codes to keep out of the codebook.
FINANCIAL INSTITUTIONS MASTER REFERENCE LIST
**** NOTE TO CODERS: Not all of the categories listed here are valid
codes
at every location which asks for Financial Institution. If you
need one
that is currently invalid, code 97 AND make a card.
1989
1983
Codes
Codes
01-06.
Inst. #1-#6 from Card A
-11.
Commercial bank; "trust company"
12.
Savings & loan association or savings bank
13.
Credit union
14.
Finance or loan company
15.
Store or dealer
01.
02.
03.
04.
05.
-
16.
Brokerage company; "mutual fund"--NFS
17.
Insurance company
18.
Mortgage company
19.
Contractor or developer
20.
Prior owner
21.
Automobile finance company; GMAC; Ford CDT
22.
Doctor or hospital; dentist
23.
Lawyer
24.
Accountant
25.
Employer
26.
Friend or relative (not codeable above)
27.
Individual lender (not codeable above)
31.
Real estate (investment) company
32.
School/college/university
33.
Local/county/state government (exc. 42)
34.
Special federal government agency: FMHA; SBA; VA;
35.
FHA; HUD; NDSL
Federal government general or NA agency; IRS
37.
(83=K22b only; 89=N45 only) Self/spouse (manages
38.
own trust)
Bank or general purpose credit card company: VISA;
39.
Carte Blanche; MasterCard (except American Express,
code 51)
Union
40.
Church
41.
AARP (American Association of Retired Persons)
42.
Courts
50.
(Sears)/Discover Card (V415-418 only) (Code "Sears"
06.
07.
08.
09.
10.
11.
12.
13.
14.
15.
16.
17.
21.
22.
23.
24.
25.
27.
28.
29.
30.
31.
32.
-mention in 15)
-
51.
American Express/Optima Card
-
61.
Other membership organization: AAA; NEA; NTA
-
92.
(V415-418 only)
Money market (mutual) funds, NFS
-
93.
Farm related lenders, not codeable above or NA if
94.
membership group or government agency
Investment/management companies or consultants--NEC
95.
Non-financial institution (exc. 40-42, 61)
-1.
Combinations of types of financial institutions
-7.
OTHER
98.
DK
99.
NA
---93.
94.
-
96.
97.
98.
99.
------------------------------------------------------------------------------------------------------------------------------------------------------PANEL PRE-EDIT INSTRUCTIONS
The purpose of the 1989 SCF Panel Study Pre-edit is to assure
that the household listing data is as complete and accurate as
possible. The procedures involve correcting inconsistencies
which exist in the identifying information of the Respondent,
his/her Spouse, or of other household members, based on
comparisons of the '89 listings to the '83 and '86 household
member listings as they appear on the 1989 SCF Panel "HOUSEHOLD
LISTING UPDATE" (HHL) sheet.
The purpose of the first part of the pre-edit is to examine all
HHL UPDATE sheets in order to identify cases where discrepancies
exist from one time period to the next and where household
members cannot be tracked with certainty.
The second part of the pre-edit procedures consists of looking up
additional information for problem cases to clear up and correct
cases that can be explained by normal changes in household
membership such as children leaving or returning home, remarriage of the Respondent, or by errors in age/sex information.
The third part of the pre-edit handles correction of the more
difficult problem cases -- those that do not have an explanation
after looking at the available information and that may require
staff decisions to change data to create consistency between time
periods.
MARKING CORRECTIONS:
a.
Corrections to the HHL UPDATE sheet should be marked in
green with bad data crossed out and the corrected data
written in next to it.
b.
Any corrections to the '83 and '86 listings on the
FRONT of the HHL UPDATE sheet will later need to be
recorded on the actual coversheets. To facilitate
this, XEROX the FRONT of the sheet, circle the changes
in green, and file the sheets in the folder marked
"COVERSHEET CHANGES".
c.
Corrections to other '83 or '86 data should be marked
on the "Data Listing Sheet" in green.
d.
Corrections to data in the '89 interview form should be
done by circling out bad information and putting in
changes in red; these must be initialed by study staff.
PART 1: Routine Interview Checks
1.
Check that there is a HOUSEHOLD LISTING UPDATE sheet in each
interview. If there isn't, circle the Case number on the
"Sample ID Printout" and inform the Editing Supervisor.
NOTE: If 2 listing sheets are found in one case, pull out
the blank one (with no Iwer handwriting) and place it in the
"Extra Listing Sheets" folder.
2.
Verify that each case has its correct sheet by checking the
Sample ID. Write the 1989 ID (3000 or 4000 sequence) in the
upper left-hand corner of the UPDATE sheet if it is missing.
3.
On the BACK, calculate the current ages of all listed
household members, using birthdate in column (f), and (if
needed) date in Interview on the facesheet. Cross out the
printed age in Column (d) and write the current age on the
right-hand edge of Column (b) for each person. (See Example
#1)
If birthdate is missing for R or S, look it up on the "Data
Listing Sheets".
4.
Trace each household member who appears on any of the
listings, checking age and sex information for consistency.
Age will be allowed to increase by 2 - 4 years from '83 to
'86 and from '86 to '89, and by 5 - 7 years from '83 to '89
without being considered a problem. However, if you are
certain that a listed age was inaccurate, cross out the
wrong age and write in the correct age next to it.
***************************************************
* To help in calculating ages, the interview
*
* periods for the three studies are as follows: *
*
*
*
1983:
February - August '83
*
*
1986:
June - September '86
*
*
1989:
October '89 - March '90
*
***************************************************
The actual dates of interview are printed on the HHL sheets.
5.
Look at columns 'g' and 'h' on the BACK of sheet, top grid,
and Column 'h' in the 'Mover In' (bottom) grid. Check that
the dates given for household members coming and going is
consistent with the listings at each time point. A number
of differences are expected to turn up here. (See Example
#2)
6.
Where children's ages vary from time point to time point,
check page 121 of the '89 interview or the "'83 - '86 Data
Listing Sheets" book for that case to see if the situation
is explainable by different children being there at
different times. The rule of thumb for deciding a case is
O.K. is: If the recorded information is consistent with a
plausible explanation, then no further look-ups need to be
done.
7.
If Column (e) " '89 R" is checked in the "Mover In" grid,
put the case aside to show the Edit Supervisor.
8.
PRE-CODES At the bottom of the BACK side of the HHL update
sheet, pre-code the following in green: (See Example #1)
a.
HISTORY OF '89 R: Traces the '89 Respondent through
the three possible interview points as follows:
In ...
"R="
'83
'86
'89
Code
-------------------------------------------------
R was:
Resp
Resp
Resp
01
Resp
No Int
Resp
02
Spouse
Split-off R
Resp
03
Spouse
No Int
Split-off R
04
Spouse
Spouse
Split-off R
05
R/S Reversals or deaths/institutionalization (For Supervisor's Use Only)
*
**
'89 R was
'83 Spouse
No Int
Resp**
10
'89 R was
'83 Spouse
'89 R(*?) was
'86 Spouse
Resp**
11
'89 R was
'83 Spouse
Resp*
Resp**
12
Resp
'83 R* was
'86 Spouse
Resp
13
'89 R not
in HH
'89 R was
'86 Spouse
Resp**
20
R and Spouse data need switching in '86 I'view.
R and Spouse sections need switching in '89 I'view. (DONE IN
EDITING)
PRE-CODES (CONT.)
b.
HISTORY OF SPOUSES: Traces the history of Spouses through
the three possible interview points as follows:
Spouse History -- Original R's only
"S="
In ...
'83
'86
'89
Code
------------------------------------------------No Spouse
No Spouse
No Spouse
00
Spouse*
Spouse*
Spouse*
01
Spouse*
No Int
Spouse*
02
Spouse*
No Int
New Sp #1
03
Spouse*
New Sp #1
New Sp #1
04
Spouse*
New Sp #1
New Sp #2
05
No Spouse
New Sp #1
New Sp #1
06
No Spouse
New Sp #1
New Sp #2
07
No Spouse
No Spouse
New Sp #1
08
No Spouse
No Int
New Sp #1
09
Spouse*
Spouse*
No Spouse
10
Spouse*
No Int
No Spouse
11
No Spouse
No Int
No Spouse
12
Spouse*
No Spouse
No Spouse
13
No Spouse
New Sp #1
No Spouse
14
Spouse*
No Spouse
New Sp #1
15
Spouse*
Spouse*
New Sp #1
16
Spouse*
New Sp #1
No Spouse
17
Make Other, not described above .................
Card
and put in problem pile
19
Spouse* refers to original '83 Spouse
Spouse History -- Split-off R's only
In ...
'83
'86
'89
Code
------------------------------------------------Split-offs in '86
--No Spouse
No Spouse
50
---
Spouse #1
Spouse #1
51
---
Spouse #1
Spouse #2
52
---
No Spouse
Spouse #1
53
---
Spouse #1
No Spouse
54
No Int
No Spouse
60
No Int
Split-off
Spouse #1
61
Split-offs in '89
-------
---
No Spouse
62
---
---
Split-off
Spouse #1
63
Spouse* refers to original '83 Spouse
* R and Spouse data need switching in '86 I'view.
** R and Spouse sections need switching in '89 I'view. (Done in
Editing)
R/S Reversals (For Supervisor's Use Only)
'83 Sp is
'89 Resp
No Int
'89 Sp was
'83 Resp**
70
'83 Sp is
'89 Resp
'86 Sp is
'89 Resp
'89 Sp was
'83 Resp**
71
'83 Sp is
No Spouse
'89 R('83 R died)
No Spouse
72
Spouse*
Spouse*
73
No Spouse
74
'83 R* was
'86 Spouse
'83 S is
No Int
'89 R('83 R
died or inst.)
"
'86 Sp is
'89 R
No Spouse
75
"
'83 R was
'86 Spouse
No Spouse
76
'86 Sp (new)
is '89 R
'89 Sp was
'83 R**
77
'89 Sp was
'83 R
78
No Spouse
'83 S is
'86 Sp was
'89 R('83 R
'83 R*
died or inst.)
Make Other, not described above .................
Card
and put in problem pile
79
Spouse* refers to original '83 Spouse
* R and Spouse data need switching in '86 I'view.
** R and Spouse sections need switching in '89 I'view. (Done in
Editing)
c.
EXTENT OF PROBLEMS IN HHL DATA:
00.
No problems noted; all listings are accurate and consistent.
No corrections to the data.
01.
02.
03.
Corrections to '83 ages only
Corrections to '86 ages only
Corrections to both '83 and '86 ages
04.
05.
08.
09.
Birthdate(s) changed on '89 HHL to make consistent w/ age.
Birthdate(s) changed on '83 DATA LISTING to be consistent w/
age.
Sex changes made to HH members other than R/S -- '83
listing.
Sex changes made to HH members other than R/S -- '86
listing.
(Do not Use) Sex changes to R/S in '83 listing (See 40 - 42)
(Do not Use) Sex changes to R/S in '86 listing (See 40 - 42)
10.
11.
12.
Corrections to '89 "Movers In"
Corrections to '89 "Movers out"
Corrections to both "Movers in" and "Movers out"
20.
People missing on '89 pre-printed listing; were there but
not coded in '83; added to '83 and '89 listing.
People missing on '89 pre-printed listing; were there but
not coded in '86; added to '86 and '89 listing.
People removed from '86 and '89 listing (R did not live with
them.
06.
07.
21.
22.
30.
31.
32.
to relationship codes (other than R/S) in '83
to relationship codes (other than R/S) in '86
to relationship codes (other than R/S) in both
list
40.
41.
42.
R/S reversed on '83 listing.
R/S reversed on '86 listing.
R/S reversed on both '83 and '86 listing.
50.
51.
"Spouse" changed to "Partner" (or vice versa) in '83.
"Spouse" changed to "Partner" (or vice versa) in '86.
90.
Both age and sex corrections made to '83 listing (other than
R/S).
Both age and sex corrections made to '86 listing (other than
R/S).
Both age and sex corrections made to both '83 and '86
listing (other than R/S).
Persons deleted from '83 list.
No listing sheet found; made up by Editing Supervisor.
Other combination or corrections, not specified above.
91.
92.
95.
96.
97.
9.
Corrections
list
Corrections
list
Corrections
'83 and '86
For cases where everything is all right -- for example, the only
problems are that either the ages are off within the limits
specified above, or that children's age differences are
explainable by their being different children, -- such cases may
be refiled. All other cases should be set aside as problem
cases.
PART 2: HANDLING THE PROBLEM CASES.
1.
Look up any information in the current (1989) interview that
might clear up the problem. Helpful places to look are Y6 - Y12
(pp 122-132) or YY1 - YY7 (pp 133-140) for marital history, Y16
for spouse marital history, and Y1 for children living elsewhere.
2.
Look up remaining cases in the data listings. See if the problem
is explainable or correctable from looking at all the information
available -- e.g. marital history, ages of children living
elsewhere.
3.
If corrections need to be made to the data or the coversheet,
follow the procedures outlined below for noting them.
4.
On a "yellow sticky", write up a description of each problem
case, noting what additional information is needed, and place
this on the face sheet of the interview; insert HH Listing
update in the interview. Sort the problem interviews into piles
of similar kinds of problems.
PART 3:
FURTHER LOOK-UPS.
1.
Additional information may be needed on cases that still remain
as problems. Possible sources are the '83/'86 coversheets, or
the '83/'86 interviews themselves.
2.
If none of the information available provides an answer to the
problem of a particular case, that interview should be set aside
in a special pile with all its associated material; these will
be resolved by the study staff and the Feds.
------------------------------------------------------------------------------------------------------------------------------------------------------89 SCF EDITING ADDENDUM FOR PANEL
HOUSEHOLD LISTING UPDATE SHEET:
It is crucial that these are carefully edited and checked to eliminate
problems down the road.
1.
Do not do the computed and imputed ages on the face-sheet;
this
will be handled by the pre-edit being done on the 'HOUSEHOLD
LISTING UPDATE SHEET'.
2.
the
Do the "ABSENT
SPOUSE PRE-CODE" (v100 = ____) as before if
spouse is absent.
Write it next to the Sample ID on the BACK
of
the HHL UPDATE sheet.
3.
Check over the HHL UPDATE sheet and read through the
Thumbnail and
interviewer notes to see that everything looks consistent;
confirm
that the designated R on the HHL update (top grid on the
back) is
the R that was actually interviewed AND is in Section R of
the Iw.
If you have any suspicions about the listing, see the Editing
Supervisor.
4.
If the '89 R and Spouse have been reversed from the '83 R and
Spouse, this must be corrected on the HHL Update sheet
because the
person interviewed as the R in '83 must be listed on line 1
of the
household listing box, (Item 8 on the HHL Update sheet) if
that
person was in the household in '89.
In addition, the
interview
must be edited for these cases so that the data specified as
data
for "R" is the data for the person listed on line 1 -- the
'83 R.
Therefore, any time you find a case where you have the
slightest
suspicion that the '89 Resp and Spouse have been reversed
from
'83, or that the '89 Respondent is not the same person as the
'83
Respondent, you must take it to the Editing Supervisor for
PreEditing.
She will consult the '83 coversheet to verify who
the
actual '83 Respondent was, will make corrections as needed in
red
on the HHL Update sheet, and return the interview to you.
When
you receive the interview back, you will follow one of two
possible courses of action.
A.
If the R and Spouse have not been switched, you can
proceed
to edit the interview in a normal manner.
B.
If, however, the R and Spouse have been reversed, then
you
must check the data at all locations specified below to
assure that it is consistent with this change.
following data locations need to be corrected:
The
1)
M9b and N11
2)
IN THE SPOUSE BOOKLET:
a.
Carefully remove p. 14a.
b.
If S1c or S1f is checked "NO", change the
Skip
c.
Instruction to "S47".
If S44 is checked "FULL-TIME", cross out
d.
Skip Instruction.
If S44 is checked "PART-TIME", change the
the
Skip
Instruction (S.I.) to "S46".
IN THE R SECTION:
a.
Staple p.14a (from the Spouse Booklet) over
p.
b.
91.
If R1c or R1f is checked "NO", change the
S.I.
to "S44c" and check the correct S44c box on
P.
c.
14a.
If R44 is checked "FULL-TIME", change the
S.I.
to "S44a" and check the correct S44a box on
P.
d.
14a.
If R44 is checked "PART-TIME", change the
S.I.
to "S44b" and check the correct S44b box on
P.
e.
14a.
On p. 14a:
Delete the box the Interviewer
had
checked if it is different from the new box
you
checked.
3)
R50c-f, R51b (recipient), R52b, R53e, T7b (boxes
3 and
4)
4)
V16 - V17k must be switched with V19 - V19m
5)
V26a
6)
Demographics in Section Y:
Resp
Spouse
Y2-Y3b,Y5
with
Y18 - Y21
5.
correct
7)
Checkpoint at Y6 must be checked and corrected if
wrong.
8)
Y25a (health conditions), Y29d, Y31, Y31c,
9)
The checkboxes at Y42 and Y43 need to be fixed to
correspond to the corrected R and S.
Precode Item 1 on the FRONT of the sheet.
Underline the
code if marked, or mark the correct code if it is incorrectly
marked. If R says he/she is married, but the spouse does not
live
in the household, code use codes '7' or '8' as on the Crosssection to indicate the spouse is not in the house.
6.
household
Precode Marital Status for everyone currently in the
using Column (e) to write the code. Enter the numbers 1-6
(corresponding to the numbers at Item 1) plus '7' and '8'
(for the
Respondent only).
Code Marital Status for all HH members 18
and
older for whom there is some indication what their status is.
For
young adults who were in the household in both '83 and '86
and are
now age 20-22, assume 'Never Married' (code '6').
For any
person
under 18, leave blank unless marital status is known. (These
will
be coded '6' by machine.)
For others, if no indication, code
'9'.
7.
'Movers
Code Column (g) for everyone in the listing {including
In'-- mark to the left of the lined dividing columns (f) and
(h)}
using the "RESIDENT STATUS CODE" from the Cross-section with
the
following revisions:
Code:
5.
NO is marked, and a DATE LEFT must be indicated.
If
none is listed, code 99/99 in column (h).
6.
A "mover in" who is assumed to live there all the
time; no other notes are given.
7.
A "mover in" for whom there is some indication
that
they do not live there all the time.
HHL
Check the
UPDATE sheet and the Thumbnail.
8.
Code the "economic units" as for the Cross-section.
There
may be
less consistency in the marking of these, since a number of
new
interviewers started working on the study when the Panel
portion
began.
All movers out should be coded "0" here.
R: RESPONDENT EMPLOYMENT
R1e: Edit any hourly wages to dollars per week using full-time hours
which is
40 hours/wk for males and 35 hours/wk for females. Use the '8' code to
show a
conversion was done.
In cases where the information recorded in this section is for the person
that
was the '83 Spouse, write in BIG RED LETTERS "CODE FOR SPOUSE".
R45-R47u
S45-S47u
This section is different from the Cross
section in that it asks about the job R had in 1983 and then
updates work history only for the past 3 years (36 months).
Not
much to do here that the computer can't do with more ease.
S: SPOUSE BOOKLET
The Spouse booklet is the same as for the Cross-section except for (1)
the
checkpoints at S44a - S44c on page 14a
and (2) the work history section has 2 possible routes through it -- the
'S'
questions for updating old spouse work history, and the 'SS' questions
for
Spouses that are new to the R's household. The checkpoints S14a-S14c
direct
the R to the correct sequence.
In cases where the information recorded in this section is for the person
that
was the '83 Respondent write in BIG RED LETTERS "CODE FOR RESPONDENT",
and see
Editing Supervisor.
In the some copies of the questionnaire, new Questions S14a-S14c have
been
stapled onto the page to correct for erroneous checkpoints. A copy of
the
corrected page is attached; see Editing Supervisor if the replacement
page was
not stapled in.
T: INCOME QUESTIONS
T8,T10
the
1.
Make all figures annual, as you have been doing
on
Cross-section.
If R states the amounts for '86 or '87 income were "a
little
less than now" or some other explanation indicating
that
there have only been cost of living or inflation
adjustments, and no dollar amount is given, code the
amount
as equal to the known amount.
T8-T15
income
Amounts given in these questions should include the
and support of all persons living in the household at
that
time.
So for currently divorced persons, income of
their
ex-spouses should be included.
T9,T11
Look over the 'Refused' sequence, to see that it makes
sense. If unclear, see Editing Supervisor.
V: CHANGES IN FAMILY FINANCES
This section did not appear in the Cross-section version of the
questionnaire.
In general, you should leave information as given; do not check for
consistencies with earlier sections except as specified below.
This section should refer to persons in the HU, and not just to those in
the
Primary Economic Unit, since PEU was not a concept applied to the
questionnaire in the 1983 survey.
V1-V2 Check for gross inconsistencies with the D Section.
the
Editing Supervisor if you find any.
Bring them to
V20
1.
household
If V20 = '1. YES', check that someone actually left the
since 1983.
2.
Code V20 as follows:
If there is an inconsistency between the V20 report and the
listing update, code V20 "3" If the reports are consistent,
underline the "1. YES" box. If the "5. NO" box is checked,
underline it.
V22
1.
If V22 = '1. YES', check that someone other than a new spouse
joined the household since 1983.
2.
Code V22 as follows:
If there is an inconsistency between the V22 report and the
listing update, code V22 "3" If the reports are consistent,
underline the "1. YES" box. If the "5. NO" box is checked,
underline it.
V33
here
If an inheritance is already mentioned at X3-X6, delete from
and leave in Section X.
Y: DEMOGRAPHICS
The questions in the Y section are similar to the questions in the Crosssection version of the questionnaire, but the layout is somewhat
different.
Respondents go through either the Y7 - Y12f sequence if they were
interviewed
in 1986, or they go through the YY1 - YY8 sequence if they were not
interviewed in 1986.
Look for inconsistencies in the marital history and marital status
questions
that may be indicative of other, more serious problems. If the
information is
inconsistent, see the Editing Supervisor.
Verify these checkpoints using the HHL UPDATE sheet:
Y6,Y6a,
Y6b,Y10b,
Y11b,Y12b
YY1,YY3h,YY4h,YY6c,
YY6d,YY7b,YY8
------------------------------------------------------------------------------------------------------------------------------------------------------1989 Survey of Consumer Finances--Panel
Occupation Coding Instructions
NOTE: The instructions for current job refer only to R, but they also
apply to
Spouse.
Section M:
1.
Code any business listed at M5a, then check M9b (P.52) to see
if R
works in the business; you may need this when editing/coding
Section R.
2.
If an M5a business is listed as R's current job in Section R,
use
M5a information as an aid to coding industry at R5/R14a (the
information at M5a is often better than that in Section R).
Section R:
1.
R1 Status: If the only combination checked is RETIRED and
DISABLED, check P.1 Listing Box for R's age. If 62 or older,
code
as RETIRED; if under 62, code as DISABLED.
2.
R2:
If SOMEONE ELSE is checked, and the industry given at R5
is
clearly an M5a business in which R works (M9b), write in
"M5a"
under the "IF R SAYS" box at R2.
3.
R14/R14a (SELF-EMPLOYED):
If the industry given is clearly
an M5a
business in which R works (M9b), make sure box to right of
R14 is
checked; if not, mark it.
4.
HOUSEWIFE
In combinatiuon with anything except worker (code 15),
is low priority.
5.
Other examples of resolving multiple checks at R1:
a.
WORKING + STUDENT + UNEMPLOYED = 14 (worker and student)
b.
UNEMPLOYED + STUDENT + HOMEMAKER = 30 (unemployed)
Occupation and Industry Locations
Key to Codes:
RESPONDENT
SPOUSE
SUPPLEMENT
OCC
IND
SUM
SPI
=
=
=
=
1970 Census 3-digit occupation code
1970 Census 3-digit industry code
2-digit occupation summary code
Special 2-digit industry code (M5a only)
PAGE
QREF
CODE
51
M5a
SPI
77
R1
SUM
78
R3-R5
OCC + IND
80
R14,R14a
OCC + IND
1
S1
SUM
2
S3-S5
OCC + IND
4
S14,S14a
OCC + IND
89SCF
BUSINESS AND PROPERTY LINK CODES
For Every Property at E16 (page 31) precode at top of each
column:
High
1.
Priority 2.
3.
4.
5.
This property associated with Bus #1 at M5a
"
"
"
" Bus #2 "
"
"
"
"
" Bus #3 "
"
This property is associated with business listed at M5a,
BUT it is
(a) a business beyond #3 (at M19a-c) or
(b) associated with more than one M5a business or
(c) NA which business
Property not associated with a business at M5a-M19c
(i.e., no info present which ties this property to an
M5a-M19c business) OR NO businesses listed in M5a-M19c
6.
This property is associated with R's main job (at R2 or R14)
7.
This property is associated with S/P's main job (at S2 or
S14)
Precodes at R2 or R14 and/or R40b (also S2, S14, S40b):
1.
2.
3.
4.
This job associated with Bus #1 at M5a
"
"
"
" Bus #2 "
"
"
"
"
" Bus #3 "
"
This job is associated with business listed at M5a, BUT it
is
(a) a business beyond #3 (at M19a-c) or
(b) associated with more than one M5a business or
(c) NA which business
5.
Job not associated with a business at M5a-M19c (i.e., no
info present which ties this job to businesses) OR NO
businesses listed in M5a-M19c
BUSINESS AND PROPERTY LINK CODES
For Every Property at E16 (page 31) precode at top of each column:
High
1.This property associated with Bus #1 at M5a
Priority 2. "
"
"
" Bus #2 "
"
3. "
"
"
" Bus #3 "
"
4. This property is associated with business listed at M5a,
BUT it is
(a) a business beyond #3 (at M19a-c) or
(b) associated with more than one M5a business or
(c) NA which business
5.
Property not associated with a business at M5a-M19c
i.e., no info present which ties this property to an
M5a-M19c business) OR NO businesses listed in M5a-M19c
6.
This property is associated with R's main job (at R2 or R14)
7.
This property is associated with S/P's main job (at S2 or
S14)
Precodes at R2 or R14 and/or R40b (also S2, S14, S40b):
1.
2.
3.
This job associated with Bus #1 at M5a
"
"
"
" Bus #2 "
"
"
"
"
" Bus #3 "
"
4.
This job is associated with business listed at M5a,
BUT it is
(a) a business beyond #3 (at M19a-c) or
(b) associated with more than one M5a business or
(c) NA which business
5.
Job not associated with a business at M5a-M19c
(i.e., no info present which ties this job to
businesses) OR NO businesses listed in M5a-M19c
--------------------------------------------------------------------------------------------------------------------------------------------------List of variables included on the public-use data set
--------------------------------------------------------------------------------------------------------------------------------------------------XX1 X1 J14 X14
J105
X105 J106 X106
X112 J113
X113 J114 X114
X120 J121
X121 J122 X122
X128 J129
X129 J130 X130
X136 J137
X137 J202 X202
X208 J209
X209 J210 X210
X216 J217
X217 J218 X218
X224 J225
X225 J226 X226
X301 J302
X302 J303 X303
X310 J312
X312 J313 X313
X321 J322
X322 J324 X324
X401 J402
X402 J403 X403
X409 J410
X410 J411 X411
X417 J418
J19 X19 J100 X100 J101 X101 J102 X102 J103 X103 J104 X104
J107 X107 J108 X108 J109 X109 J110 X110 J111 X111 J112
J115 X115 J116 X116 J117 X117 J118 X118 J119 X119 J120
J123 X123 J124 X124 J125 X125 J126 X126 J127 X127 J128
J131 X131 J132 X132 J133 X133 J134 X134 J135 X135 J136
J203 X203 J204 X204 J205 X205 J206 X206 J207 X207 J208
J211 X211 J212 X212 J213 X213 J214 X214 J215 X215 J216
J219 X219 J220 X220 J221 X221 J222 X222 J223 X223 J224
J227 X227 J228 X228 J229 X229 J230 X230 J231 X231 J301
J304 X304 J305 X305 J306 X306 J308 X308 J309 X309 J310
J314 X314 J316 X316 J317 X317 J318 X318 J320 X320 J321
J325 X325 J326 X326 J328 X328 J329 X329 J330 X330 J401
J404 X404 J405 X405 J406 X406 J407 X407 J408 X408 J409
J412 X412 J413 X413 J414 X414 J415 X415 J416 X416 J417
X418 J419 X419 J420 X420 J421
X425 J426
X426 J427 X427 J428 X428 J429
X501 J502
X502 J503 X503 J504 X504 J505
X509 J510
X510 J511 X511 J512 X512 J513
X518 J519
X519 J520 X520 J521 X521 J522
X526 J601
X601 J602 X602 J603 X603 J604
X609 J611
X611 J612 X612 J613 X613 J614
X619 J620
X620 J622 X622 J623 X623 J624
X630 J631
X631 J632 X632 J634 X634 J635
X703 J704
X704 J705 X705 J707 X707 J708
X713 J714
X714 J715 X715 J716 X716 J717
X722 J723
X723 J724 X724 J725 X725 J726
X803 J804
X804 J805 X805 J806 X806 J807
X811 J812
X812 J813 X813 J814 X814 J815
X820 J821
X821 J822 X822 J823 X823 J824
X828 J829
X829 J830 X830 J902 X902 J903
X907 J908
X908 J909 X909 J911 X911 J912
X916 J917
X917 J918 X918 J920 X920 J931
J1006
X1006 J1007 X1007 J1008 X1008
X1013
J1014 X1014 J1015 X1015 J1016
J1032
X1032 J1034 X1034 J1035 X1035
X1040
J1041 X1041 J1043 X1043 J1044
J1102
X1102 J1103 X1103 J1104 X1104
X1108
J1109 X1109 J1110 X1110 J1111
J1116
X1116 J1117 X1117 J1118 X1118
X1122
J1123 X1123 J1125 X1125 J1126
J1130
X1130 J1131 X1131 J1132 X1132
X1201
X421 J422 X422 J423 X423 J424 X424 J425
X429 J430 X430 J431 X431 J432 X432 J501
X505 J506 X506 J507 X507 J508 X508 J509
X513 J514 X514 J516 X516 J517 X517 J518
X522 J523 X523 J524 X524 J525 X525 J526
X604 J606 X606 J607 X607 J608 X608 J609
X614 J616 X616 J617 X617 J618 X618 J619
X624 J626 X626 J627 X627 J628 X628 J630
X635 J636 X636 J701 X701 J702 X702 J703
X708 J709 X709 J710 X710 J711 X711 J713
X717 J718 X718 J720 X720 J721 X721 J722
X726 J727 X727 J728 X728 J802 X802 J803
X807 J808 X808 J809 X809 J810 X810 J811
X815 J816 X816 J817 X817 J819 X819 J820
X824 J825 X825 J826 X826 J827 X827 J828
X903 J904 X904 J905 X905 J906 X906 J907
X912 J913 X913 J914 X914 J915 X915 J916
X931 J1002 X1002 J1004 X1004 J1005 X1005
J1009 X1009 J1011 X1011 J1012 X1012 J1013
X1016 J1017 X1017 J1018 X1018 J1020 X1020
J1036 X1036 J1037 X1037 J1039 X1039 J1040
X1044 J1045 X1045 J1046 X1046 J1101 X1101
J1105 X1105 J1106 X1106 J1107 X1107 J1108
X1111 J1112 X1112 J1114 X1114 J1115 X1115
J1119 X1119 J1120 X1120 J1121 X1121 J1122
X1126 J1127 X1127 J1128 X1128 J1129 X1129
J1133 X1133 J1134 X1134 J1136 X1136 J1201
J1202
J1210
X1210
X1217
J1218
J1225
X1225
X1403
J1404
J1411
X1411
X1417
J1504
J1511
X1511
X1517
J1604
J1611
X1611
X1617
J1619
J1704
X1704
X1711
J1713
J1719
X1719
X1725
J1726
J1804
X1804
X1811
J1813
J1819
X1819
X1825
J1826
J1904
X1904
X1911
J1913
J1919
X1919
X1925
J1926
J2002
X2002
X2008
J2009
J2015
X2015
X2101
J2102
J2111
X1202 J1203 X1203 J1205 X1205 J1206 X1206 J1207 X1207 J1208 X1208
J1211 X1211 J1212 X1212 J1214 X1214 J1215 X1215 J1216 X1216 J1217
X1218 J1219 X1219 J1220 X1220 J1221 X1221 J1223 X1223 J1224 X1224
J1302 X1302 J1303 X1303 J1308 X1308 J1401 X1401 J1402 X1402 J1403
X1404 J1405 X1405 J1407 X1407 J1408 X1408 J1409 X1409 J1410 X1410
J1412 X1412 J1413 X1413 J1414 X1414 J1415 X1415 J1416 X1416 J1417
X1504 J1505 X1505 J1507 X1507 J1508 X1508 J1509 X1509 J1510 X1510
J1512 X1512 J1513 X1513 J1514 X1514 J1515 X1515 J1516 X1516 J1517
X1604 J1605 X1605 J1607 X1607 J1608 X1608 J1609 X1609 J1610 X1610
J1612 X1612 J1613 X1613 J1614 X1614 J1615 X1615 J1616 X1616 J1617
X1619 J1620 X1620 J1621 X1621 J1700 X1700 J1701 X1701 J1703 X1703
J1705 X1705 J1706 X1706 J1708 X1708 J1709 X1709 J1710 X1710 J1711
X1713 J1714 X1714 J1715 X1715 J1716 X1716 J1717 X1717 J1718 X1718
J1720 X1720 J1721 X1721 J1722 X1722 J1723 X1723 J1724 X1724 J1725
X1726 J1727 X1727 J1728 X1728 J1729 X1729 J1730 X1730 J1803 X1803
J1805 X1805 J1806 X1806 J1808 X1808 J1809 X1809 J1810 X1810 J1811
X1813 J1814 X1814 J1815 X1815 J1816 X1816 J1817 X1817 J1818 X1818
J1820 X1820 J1821 X1821 J1822 X1822 J1823 X1823 J1824 X1824 J1825
X1826 J1827 X1827 J1828 X1828 J1829 X1829 J1830 X1830 J1903 X1903
J1905 X1905 J1906 X1906 J1908 X1908 J1909 X1909 J1910 X1910 J1911
X1913 J1914 X1914 J1915 X1915 J1916 X1916 J1917 X1917 J1918 X1918
J1920 X1920 J1921 X1921 J1922 X1922 J1923 X1923 J1924 X1924 J1925
X1926 J1927 X1927 J1928 X1928 J1929 X1929 J1930 X1930 J2001 X2001
J2003 X2003 J2004 X2004 J2005 X2005 J2006 X2006 J2007 X2007 J2008
X2009 J2010 X2010 J2011 X2011 J2012 X2012 J2013 X2013 J2014 X2014
J2016 X2016 J2017 X2017 J2018 X2018 J2019 X2019 J2020 X2020 J2101
X2102 J2104 X2104 J2105 X2105 J2106 X2106 J2107 X2107 J2108 X2108
X2111
X2118
J2201
J2209
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X2201 J2202 X2202 J2203 X2203 J2205 X2205 J2206 X2206 J2208 X2208
J2210 X2210 J2211 X2211 J2213 X2213 J2214 X2214 J2215 X2215 J2217
X2218 J2219 X2219 J2220 X2220 J2303 X2303 J2305 X2305 J2306 X2306
J2309 X2309 J2310 X2310 J2311 X2311 J2313 X2313 J2314 X2314 J2315
X2317 J2318 X2318 J2319 X2319 J2320 X2320 J2403 X2403 J2405 X2405
J2408 X2408 J2409 X2409 J2410 X2410 J2411 X2411 J2413 X2413 J2414
X2415 J2417 X2417 J2418 X2418 J2419 X2419 J2420 X2420 J2422 X2422
J2424 X2424 J2425 X2425 J2426 X2426 J2501 X2501 J2502 X2502 J2503
X2504 J2505 X2505 J2506 X2506 J2507 X2507 J2509 X2509 J2510 X2510
J2512 X2512 J2514 X2514 J2515 X2515 J2516 X2516 J2518 X2518 J2519
X2520 J2521 X2521 J2605 X2605 J2606 X2606 J2607 X2607 J2609 X2609
J2611 X2611 J2612 X2612 J2614 X2614 J2615 X2615 J2616 X2616 J2618
X2619 J2620 X2620 J2621 X2621 J2623 X2623 J2624 X2624 J2625 X2625
J2627 X2627 J2709 X2709 J2710 X2710 J2711 X2711 J2713 X2713 J2714
X2715 J2716 X2716 J2718 X2718 J2719 X2719 J2720 X2720 J2722 X2722
J2724 X2724 J2725 X2725 J2727 X2727 J2728 X2728 J2730 X2730 J2731
X2732 J2733 X2733 J2735 X2735 J2736 X2736 J2737 X2737 J2739 X2739
J2741 X2741 J2742 X2742 J2810 X2810 J2811 X2811 J2813 X2813 J2814
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J2824 X2824 J2825 X2825 J2827 X2827 J2828 X2828 J2830 X2830 J2831
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X2932 J2933 X2933 J2935 X2935 J2936 X2936 J2937 X2937 J2939 X2939
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X3018 J3019 X3019 J3020 X3020 J3021 X3021 J3022 X3022 J3023 X3023
J3101 X3101 J3103 X3103 J3104 X3104 J3105 X3105 J3107 X3107 J3108
X3109 J3110 X3110 J3111 X3111 J3113 X3113 J3114 X3114 J3115 X3115
J3117 X3117 J3118 X3118 J3119 X3119 J3120 X3120 J3121 X3121 J3122
X3123 J3124 X3124 J3125 X3125 J3126 X3126 J3127 X3127 J3128 X3128
J3130 X3130 J3131 X3131 J3132 X3132 J3133 X3133 J3207 X3207 J3208
X3209 J3210 X3210 J3211 X3211 J3213 X3213 J3214 X3214 J3215 X3215
J3217 X3217 J3218 X3218 J3219 X3219 J3220 X3220 J3221 X3221 J3222
X3223 J3224 X3224 J3225 X3225 J3226 X3226 J3227 X3227 J3228 X3228
J3230 X3230 J3231 X3231 J3232 X3232 J3233 X3233 J3307 X3307 J3308
X3309 J3310 X3310 J3311 X3311 J3313 X3313 J3314 X3314 J3315 X3315
J3317 X3317 J3318 X3318 J3319 X3319 J3320 X3320 J3321 X3321 J3322
X3323 J3324 X3324 J3325 X3325 J3326 X3326 J3327 X3327 J3328 X3328
J3330 X3330 J3331 X3331 J3332 X3332 J3333 X3333 J3335 X3335 J3336
X3337 J3401 X3401 J3402 X3402 J3407 X3407 J3408 X3408 J3409 X3409
J3411 X3411 J3412 X3412 J3413 X3413 J3414 X3414 J3415 X3415 J3416
X3417 J3418 X3418 J3419 X3419 J3420 X3420 J3421 X3421 J3422 X3422
J3424 X3424 J3425 X3425 J3426 X3426 J3427 X3427 J3428 X3428 J3429
X3430 J3501 X3501 J3502 X3502 J3503 X3503 J3504 X3504 J3505 X3505
J3507 X3507 J3509 X3509 J3510 X3510 J3511 X3511 J3513 X3513 J3514
X3515 J3517 X3517 J3518 X3518 J3519 X3519 J3521 X3521 J3522 X3522
J3525 X3525 J3526 X3526 J3527 X3527 J3529 X3529 J3530 X3530 J3601
X3602 J3603 X3603 J3604 X3604 J3605 X3605 J3606 X3606 J3607 X3607
J3609 X3609 J3610 X3610 J3612 X3612 J3613 X3613 J3614 X3614 J3615
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J3706 X3706 J3708 X3708 J3709 X3709 J3710 X3710 J3711 X3711 J3713
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J3722 X3722 J3723 X3723 J3724 X3724 J3725 X3725 J3801 X3801 J3802
X3803 J3804 X3804 J3806 X3806 J3807 X3807 J3809 X3809 J3810 X3810
J3813 X3813 J3815 X3815 J3816 X3816 J3818 X3818 J3819 X3819 J3820
X3821 J3822 X3822 J3823 X3823 J3824 X3824 J3825 X3825 J3826 X3826
J3828 X3828 J3829 X3829 J3830 X3830 J3831 X3831 J3832 X3832 J3833
X3834 J3835 X3835 J3901 X3901 J3902 X3902 J3903 X3903 J3904 X3904
J3906 X3906 J3907 X3907 J3908 X3908 J3909 X3909 J3910 X3910 J3911
X3912 J3913 X3913 J3914 X3914 J3915 X3915 J3916 X3916 J3917 X3917
J3919 X3919 J3920 X3920 J3921 X3921 J3922 X3922 J3923 X3923 J3924
X3925 J3926 X3926 J3927 X3927 J3928 X3928 J3929 X3929 J3930 X3930
J3932 X3932 J3933 X3933 J3934 X3934 J3935 X3935 J3936 X3936 J3937
X3938 J3939 X3939 J3940 X3940 J3942 X3942 J3943 X3943 J3944 X3944
J3946 X3946 J3947 X3947 J4001 X4001 J4002 X4002 J4003 X4003 J4004
X4005 J4006 X4006 J4007 X4007 J4008 X4008 J4009 X4009 J4010 X4010
J4012 X4012 J4013 X4013 J4014 X4014 J4015 X4015 J4017 X4017 J4018
X4019 J4020 X4020 J4021 X4021 J4022 X4022 J4024 X4024 J4025 X4025
J4028 X4028 J4029 X4029 J4030 X4030 J4031 X4031 J4032 X4032 J4100
X4101 J4103 X4103 J4104 X4104 J4105 X4105 J4106 X4106 J4110 X4110
J4112 X4112 J4113 X4113 J4114 X4114 J4115 X4115 J4116 X4116 J4117
X4125 J4126 X4126 J4127 X4127 J4128 X4128 J4131 X4131 J4132 X4132
J4136 X4136 J4137 X4137 J4138 X4138 J4139 X4139 J4140 X4140 J4141
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X4228 J4229 X4229 J4230 X4230 J4231 X4231 J4232 X4232 J4233 X4233
J4302 X4302 J4303 X4303 J4304 X4304 J4305 X4305 J4306 X4306 J4307
X4308 J4309 X4309 J4310 X4310 J4311 X4311 J4312 X4312 J4313 X4313
J4316 X4316 J4317 X4317 J4318 X4318 J4319 X4319 J4320 X4320 J4321
X4322 J4323 X4323 J4324 X4324 J4325 X4325 J4326 X4326 J4327 X4327
J4329 X4329 J4330 X4330 J4331 X4331 J4332 X4332 J4333 X4333 J4334
X4402 J4403 X4403 J4404 X4404 J4405 X4405 J4406 X4406 J4407 X4407
J4409 X4409 J4410 X4410 J4411 X4411 J4412 X4412 J4413 X4413 J4414
X4416 J4417 X4417 J4418 X4418 J4419 X4419 J4420 X4420 J4421 X4421
J4423 X4423 J4424 X4424 J4425 X4425 J4426 X4426 J4427 X4427 J4428
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J4437 X4437 J4501 X4501 J4502 X4502 J4503 X4503 J4504 X4504 J4505
X4507 J4508 X4508 J4509 X4509 J4510 X4510 J4511 X4511 J4512 X4512
J4514 X4514 J4515 X4515 J4518 X4518 J4519 X4519 J4520 X4520 J4521
X4522 J4523 X4523 J4524 X4524 J4525 X4525 J4526 X4526 J4527 X4527
J4529 X4529 J4531 X4531 J4532 X4532 J4533 X4533 J4534 X4534 J4535
X4538 J4539 X4539 J4540 X4540 J4541 X4541 J4542 X4542 J4543 X4543
J4545 X4545 J4546 X4546 J4601 X4601 J4602 X4602 J4604 X4604 J4605
X4606 J4607 X4607 J4608 X4608 J4611 X4611 J4612 X4612 J4613 X4613
J4615 X4615 J4616 X4616 J4617 X4617 J4618 X4618 J4619 X4619 J4620
X4621 J4622 X4622 J4700 X4700 J4701 X4701 J4703 X4703 J4704 X4704
J4706 X4706 J4710 X4710 J4711 X4711 J4712 X4712 J4713 X4713 J4714
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J4731 X4731 J4732 X4732 J4735 X4735 J4736 X4736 J4737 X4737 J4738
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J4832 X4832 J4833 X4833 J4834 X4834 J4902 X4902 J4903 X4903 J4904
X4905 J4906 X4906 J4907 X4907 J4908 X4908 J4909 X4909 J4910 X4910
J4912 X4912 J4913 X4913 J4914 X4914 J4916 X4916 J4917 X4917 J4918
X4919 J4920 X4920 J4921 X4921 J4922 X4922 J4923 X4923 J4924 X4924
J4926 X4926 J4927 X4927 J4928 X4928 J4929 X4929 J4930 X4930 J4931
X4932 J4933 X4933 J4934 X4934 J5002 X5002 J5003 X5003 J5004 X5004
J5006 X5006 J5007 X5007 J5008 X5008 J5009 X5009 J5010 X5010 J5011
X5012 J5013 X5013 J5014 X5014 J5016 X5016 J5017 X5017 J5018 X5018
J5020 X5020 J5021 X5021 J5022 X5022 J5023 X5023 J5024 X5024 J5025
X5026 J5027 X5027 J5028 X5028 J5029 X5029 J5030 X5030 J5031 X5031
J5033 X5033 J5034 X5034 J5036 X5036 J5037 X5037 J5101 X5101 J5102
X5103 J5104 X5104 J5105 X5105 J5107 X5107 J5108 X5108 J5109 X5109
J5111 X5111 J5112 X5112 J5113 X5113 J5114 X5114 J5115 X5115 J5118
X5119 J5120 X5120 J5121 X5121 J5122 X5122 J5123 X5123 J5124 X5124
J5126 X5126 J5127 X5127 J5128 X5128 J5129 X5129 J5131 X5131 J5132
X5133 J5134 X5134 J5135 X5135 J5138 X5138 J5139 X5139 J5140 X5140
J5142 X5142 J5143 X5143 J5144 X5144 J5145 X5145 J5146 X5146 J5201
X5202 J5204 X5204 J5205 X5205 J5206 X5206 J5207 X5207 J5208 X5208
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J5303 X5303 J5304 X5304 J5305 X5305 J5306 X5306 J5307 X5307 J5308
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X5338 J5415 X5415 J5416 X5416 J5417 X5417 J5418 X5418 J5419 X5419
J5422 X5422 J5423 X5423 J5424 X5424 J5425 X5425 J5426 X5426 J5427
X5428 J5430 X5430 J5431 X5431 J5432 X5432 J5433 X5433 J5434 X5434
J5436 X5436 J5438 X5438 J5501 X5501 J5502 X5502 J5503 X5503 J5504
X5505 J5506 X5506 J5507 X5507 J5508 X5508 J5509 X5509 J5510 X5510
J5512 X5512 J5513 X5513 J5514 X5514 J5515 X5515 J5516 X5516 J5517
X5601 J5602 X5602 J5603 X5603 J5604 X5604 J5606 X5606 J5607 X5607
J5609 X5609 J5611 X5611 J5612 X5612 J5614 X5614 J5615 X5615 J5616
X5617 J5619 X5619 J5620 X5620 J5622 X5622 J5623 X5623 J5624 X5624
J5627 X5627 J5628 X5628 J5630 X5630 J5631 X5631 J5632 X5632 J5633
X5635 J5636 X5636 J5638 X5638 J5639 X5639 J5640 X5640 J5641 X5641
J5644 X5644 J5646 X5646 J5647 X5647 J5648 X5648 J5649 X5649 J5701
X5702 J5703 X5703 J5704 X5704 J5705 X5705 J5706 X5706 J5707 X5707
J5709 X5709 J5710 X5710 J5711 X5711 J5712 X5712 J5713 X5713 J5714
X5715 J5716 X5716 J5717 X5717 J5718 X5718 J5719 X5719 J5720 X5720
J5722 X5722 J5723 X5723 J5724 X5724 J5725 X5725 J5726 X5726 J5727
X5728 J5729 X5729 J5731 X5731 J5732 X5732 J5733 X5733 J5734 X5734
J5736 X5736 J5737 X5737 J5738 X5738 J5739 X5739 J5740 X5740 J5741
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J5750 X5750 J5751 X5751 J5801 X5801 J5802 X5802 J5803 X5803 J5804
X5805 J5806 X5806 J5808 X5808 J5809 X5809 J5810 X5810 J5811 X5811
J5814 X5814 J5815 X5815 J5816 X5816 J5818 X5818 J5819 X5819 J5820
X5821 J5822 X5822 J5823 X5823 J5824 X5824 J5825 X5825 J5901 X5901
J5903 X5903 J5904 X5904 J5905 X5905 J5906 X5906 J5908 X5908 J5909
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X5912 J5913 X5913 J5914 X5914 J5915 X5915 J5925 X5925 J5926 X5926
J5928 X5928 J5929 X5929 J5930 X5930 J6026 X6026 J6027 X6027 J6028
X6029 J6030 X6030 J6101 X6101 J6102 X6102 J6103 X6103 J6104 X6104
J6106 X6106 J6108
J6109 X6109 J6110 X6110 J6120 X6120 J6121 X6121 J6122 X6122 J6123
X6124 J6202 X6202 J6203 X6203 J6204 X6204 J6207 X6207 J6208 X6208
J6212 X6212 J6215 X6215 J6216 X6216 J6219 X6219 J6220 X6220 J6301
X6302 J6303 X6303 J6304 X6304 J6305 X6305 J6306 X6306 J6308 X6308
J6310 X6310 J6311 X6311 J6312 X6312 J6313 X6313 J6314 X6314 J6315
X6316 J6317 X6317 J6318 X6318 J6319 X6319 J6320 X6320 J6321 X6321
J6323 X6323 J6324 X6324 J6325 X6325 J6326 X6326 J6327 X6327 J6328
X6329 J6330 X6330 J6331 X6331 J6332 X6332 J6333 X6333 J6334 X6334
J6336 X6336 J6337 X6337 J6401 X6401 J6402 X6402 J6403 X6403 J6405
X6406 J6407 X6407 J6408 X6408 J6409 X6409 J6410 X6410 J6411 X6411
J6413 X6413 J6414 X6414 J6415 X6415 J6417 X6417 J6418 X6418 J6420
X6421 J6423 X6423 J6424 X6424 J6425 X6425 J6426 X6426 J6427 X6427
J6429 X6429 J6430 X6430 J6431 X6431 J6432 X6432 J6435 X6435 J6436
X6437 J6438 X6438 J6439 X6439 J6503 X6503 J7401 X7401 J7402 X7402
J7406 X7406 J7407 X7407 J7408 X7408 J7409 X7409 J7410 X7410 J7411
X7412 J7415 X7415 J7416 X7416 J7417 X7417 J7418 X7418 J7419 X7419
J8000 X8000 J8005 X8005 J8007 X8007 J8011 X8011 J8012 X8012 J8016
X8018 J8019 X8019 J8020 X8020 J8021 X8021 J8022 X8022 J8023 X8023
J8098 X8098 J8099 X8099 J8100 X8100 J8101 X8101 J8102 X8102 J8103
X8104 J8105 X8105 J8106 X8106 J8107 X8107 J8108 X8108 J8109 X8109
J8112 X8112 J8113 X8113 J8114 X8114 J8115 X8115 J8116 X8116 J8117
X8119 J8120 X8120 J8121 X8121 J8122 X8122 J8123 X8123 J8124 X8124
J8126 X8126 J8127 X8127 J8128 X8128 J8129 X8129 J8130 X8130 J8163
J8164 X8164 J8166 X8166 J8167 X8167 J8168
J8171
X8171 J8172 X8172 J8318 X8318 J8319 X8319
X8322
J8323 X8323 J8324 X8324 J8325 X8325 J8326
J8329
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J8336 X8336 J8337 X8337 J8338 X8338 J8339
J8342
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J24515
X24515 J24516 X24516 J24517 X24517 J24518
X24520
J24521 X24521 J24522 X24522 J24523 X24523
J24526
X24526 J24527 X24527 J24531 X24531 J24532
X24534
J24535 X24535 J24536 X24536 J24537 X24537
J24540
X24540 J24541 X24541 J24542 X24542 J24543
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J24601 X24601 J24602 X24602 J24603 X24603
J24606
X24606 J24607 X24607 J24608 X24608 J24609
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J24612 X24612 J24703 X24703 J24704 X24704
J25117
X25117 J25118 X25118 J25119 X25119 J25120
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J25123 X25123 J25124 X25124 J25125 X25125
J25131
X25131 J25132 X25132 J25133 X25133 J25134
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J25137 X25137 J25138 X25138 J25139 X25139
J25142
X25142 J25143 X25143 J25144 X25144 J25145
X25202
J25203 X25203 J25204 X25204 J25205 X25205
J25208
X25208 J25209 X25209 J25210 X25210 J25211
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J25853 X25853 J25854 X25854 J25855 X25855
J25858
X25858 J25859 X25859 J25860 X25860 J25861
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J26004 X26004 J26005 X26005 J26007 X26007
J26011
X26011 J26012 X26012 J26014 X26014 J26015
X26017
J26018 X26018 J26019 X26019 J26020 X26020
J26024
X26024 J26025 X26025 J26026 X26026 J26027
X26029
X8168 J8169 X8169 J8170 X8170
J8320 X8320 J8321 X8321 J8322
X8326 J8327 X8327 J8328 X8328
J8333 X8333 J8334 X8334 J8335
X8339 J8340 X8340 J8341 X8341
J24103 X24103 J24104 X24104
X24518 J24519 X24519 J24520
J24524 X24524 J24525 X24525
X24532 J24533 X24533 J24534
J24538 X24538 J24539 X24539
X24543 J24544 X24544 J24545
J24604 X24604 J24605 X24605
X24609 J24610 X24610 J24611
J25115 X25115 J25116 X25116
X25120 J25121 X25121 J25122
J25126 X25126 J25127 X25127
X25134 J25135 X25135 J25136
J25140 X25140 J25141 X25141
X25145 J25201 X25201 J25202
J25206 X25206 J25207 X25207
X25211 J25212 X25212 J25852
J25856 X25856 J25857 X25857
X25861 J26001 X26001 J26002
J26008 X26008 J26009 X26009
X26015 J26016 X26016 J26017
J26022 X26022 J26023 X26023
X26027 J26028 X26028 J26029
J26030
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J26126
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J26036 X26036 J26038 X26038 J26039 X26039 J26040 X26040 J26041
X26042 J26043 X26043 J26044 X26044 J26045 X26045 J26046 X26046
J26048 X26048 J26049 X26049 J26101 X26101 J26102 X26102 J26103
X26104 J26105 X26105 J26106 X26106 J26107 X26107 J26108 X26108
J26110 X26110 J26111 X26111 J26112 X26112 J26113 X26113 J26114
X26115 J26116 X26116 J26117 X26117 J26118 X26118 J26119 X26119
J26121 X26121 J26122 X26122 J26123 X26123 J26124 X26124 J26125
X26126 J26127 X26127 J26129 X26129 J26130 X26130 J26131 X26131
J26133 X26133 J26134 X26134 J26135 X26135 J26136 X26136 J26137
X26138 J26139 X26139 J26140 X26140 J26141 X26141 J26142 X26142
J26144 X26144 J26145 X26145 J26146 X26146 J26147 X26147 J26148
X26149 J26150 X26150 J26151 X26151 J26152 X26152 J26153 X26153
J26155 X26155 J26156 X26156 J26201 X26201 J26202 X26202 J26203
X26205 J26206 X26206 J26207 X26207 J26208 X26208 J26209 X26209
J26211 X26211 J26212 X26212 J26213 X26213 J26214 X26214 J26215
X26216 J26217 X26217 J26218 X26218 J26219 X26219 J26220 X26220
J26222 X26222 J26223 X26223 J26224 X26224 J26225 X26225 J26226
X26227 J26228 X26228 J26229 X26229 J26230 X26230 J26231 X26231
J26317 X26317 J26318 X26318 J26322 X26322 J26323 X26323 J26324
X26325 J26326 X26326 J26327 X26327 J26328 X26328 J26329 X26329
J26331 X26331 J26334 X26334 J26335 X26335 J26341 X26341 J26342
X26343 J26344 X26344 J26345 X26345 J26346 X26346 J26347 X26347
J26349 X26349 J26350 X26350 J26404 X26404 J26405 X26405 J26411
X26412 J26413 X26413 J26414 X26414 J26415 X26415 J26416 X26416
J26418 X26418 J26419 X26419 J26420 X26420 J26421 X26421 J26422
X26423 J26424 X26424 J26425 X26425 J26426 X26426 J26432 X26432
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X26449 J26450 X26450 J26456 X26456 J26457 X26457 J26458 X26458
J27201 X27201 J27202 X27202 J27203 X27203 J27204 X27204 J27205
X27206 J27207 X27207 J27208 X27208 J27209 X27209 J27210 X27210
J27212 X27212 J27213 X27213 J27214 X27214 J27215 X27215 J27216
X27218 J27219 X27219 J27220 X27220 J27221 X27221 J27222 X27222
J27224 X27224 J27225 X27225 J27226 X27226 J27228 X27228 J27229
X27230 J27231 X27231 J27232 X27232 J27233 X27233 J27234 X27234
J27236 X27236 J27238 X27238 J27239 X27239 J27240 X27240 J27241
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J27249 X27249 J27250 X27250 J27251 X27251 J27252 X27252 J27253
X27254 J27255 X27255 J27256 X27256 J27258 X27258 J27259 X27259
J27301 X27301 J27302 X27302 J27303 X27303 J27304 X27304 J27305
X27306 J27308 X27308 J27309 X27309 J27310 X27310 J27311 X27311
J27313 X27313 J27314 X27314 J27315 X27315 J27316 X27316 J27318
X27319 J27320 X27320 J27321 X27321 J27322 X27322 J27323 X27323
J27325 X27325 J27326 X27326 J27328 X27328 J27329 X27329 J27330
X27331 J27332 X27332 J27333 X27333 J27334 X27334 J27335 X27335
J27337 X27337 J27338 X27338 J27339 X27339 J27340 X27340 J27341
X27342 J27343 X27343 J27344 X27344 J27345 X27345 J27346 X27346
J27349 X27349 J27350 X27350 J27351 X27351 J27352 X27352 J27353
X27354 J27355 X27355 J27356 X27356 J27358 X27358 J27359 X27359
X40009 X40010 X40013 X40018 X40019 X40032 X40034 X40037 X40045
J50002 X50002 J50003 X50003 J50004 X50004 J50005 X50005 J50006
X50007 J50008 X50008 J50009 X50009 J50010 X50010 J50011 X50011
J50013 X50013 J50014 X50014 J50015 X50015 J50016 X50016 J50017
X50018 J50019 X50019 J50020 X50020 J50021 X50021 J50022 X50022
X50023
X50028
J50029
J50034
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J50048
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J50063
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X50068
J50069
J50074
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X50079
J50080
J50085
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J50091
J50096
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J50207
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J50274
J50279
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J50024 X50024 J50025 X50025 J50026 X50026 J50027 X50027 J50028
X50029 J50030 X50030 J50031 X50031 J50032 X50032 J50033 X50033
J50035 X50035 J50036 X50036 J50040 X50040 J50041 X50041 J50042
X50043 J50044 X50044 J50045 X50045 J50046 X50046 J50047 X50047
J50049 X50049 J50050 X50050 J50051 X50051 J50052 X50052 J50053
X50054 J50055 X50055 J50060 X50060 J50061 X50061 J50062 X50062
J50064 X50064 J50065 X50065 J50066 X50066 J50067 X50067 J50068
X50069 J50070 X50070 J50071 X50071 J50072 X50072 J50073 X50073
J50075 X50075 J50076 X50076 J50077 X50077 J50078 X50078 J50079
X50080 J50081 X50081 J50082 X50082 J50083 X50083 J50084 X50084
J50086 X50086 J50087 X50087 J50088 X50088 J50089 X50089 J50090
X50091 J50092 X50092 J50093 X50093 J50094 X50094 J50095 X50095
J50097 X50097 J50098 X50098 J50099 X50099 J50100 X50100 J50201
X50202 J50203 X50203 J50204 X50204 J50205 X50205 J50206 X50206
J50208 X50208 J50209 X50209 J50210 X50210 J50211 X50211 J50212
X50213 J50214 X50214 J50215 X50215 J50216 X50216 J50220 X50220
J50222 X50222 J50223 X50223 J50224 X50224 J50225 X50225 J50226
X50227 J50228 X50228 J50229 X50229 J50230 X50230 J50231 X50231
J50240 X50240 J50241 X50241 J50242 X50242 J50243 X50243 J50244
X50245 J50246 X50246 J50247 X50247 J50248 X50248 J50249 X50249
J50251 X50251 J50252 X50252 J50260 X50260 J50261 X50261 J50262
X50263 J50264 X50264 J50265 X50265 J50266 X50266 J50267 X50267
J50269 X50269 J50270 X50270 J50271 X50271 J50272 X50272 J50273
X50274 J50275 X50275 J50276 X50276 J50277 X50277 J50278 X50278
J50280 X50280 J50281 X50281 J50282 X50282 J50283 X50283 J50284
X50285 J50286 X50286 WGT0195 WGT0296
K50002 K50004 K50006 K50008 K50010
K50012 K50014 K50016 K50018 K50020
K50022
K50032
K50061
K50073
K50080
K50087
K50095
K50232
K50263
K50273
K50283
K50024
K50034
K50064
K50075
K50082
K50089
K50097
K50248
K50265
K50275
K50286
K50026
K50036
K50067
K50076
K50083
K50091
K50100
K50251
K50267
K50277
K50028
K50053
K50069
K50078
K50084
K50092
K50228
K50252
K50269
K50279
K50030
K50055
K50072
K50079
K50086
K50094
K50231
K50261
K50271
K50281