![[FRB logo]](../bitmaps/sm_head2.gif)
|
1995 Survey of Consumer Finances
Here: Question Text, Variable Names, & Responses Next: Interview Program Previous: Introduction |
|
IMPORTANT NOTE: not all variables listed below appear in the public use dataset -- see the Public Data Set Variable List for included variables.
IMPORTANT NOTE: there is SAS code for defining assets, debt, and net worth (Net Worth Program) at the end of the codebook.
![[SCF logo]](../bitmaps/lorenz.gif)
LIST OF VARIABLES
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
MISC. CONTROL FILE DATA AND WEIGHTS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
XX1 Internal case ID (4-digit) -- identical for
all imputation replicates
Area Prob, original sample: 5xxxxx
Area Prob, added sample: 505xxx
Area Prob, missed HU: 01xxxx
02xxxx
.
.
09xxxx
10xxxx
11xxxx
12xxxx
21xxxx
22xxxx
List, original cases: 00xxxx
List, divorced spouse: 60xxxx
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X1 Internal ID/replicate number -- XX1*10 + imputation replicate
number (1-5)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
YY1 Case ID for external users
0. Inap. (not a completed interview)
Y1 Equivalent for X1 for external users
0. Inap. (not a completed interview)
X30022 Census region
1. Northeast
2. North central
3. South
4. West
X30074 9-level Census division code
1. Northeast: New England Division (CT, ME, MA, NH, RI, VT)
2. Northeast: Middle Atlantic Division (NY, NJ, PA)
3. South: South Atlantic Division: (DE, DC, FL, GA, MD, NC
SC, VA, WV)
4. South: East South Central Division: (AL, KY, MS, TN)
5. South: West South Central Division: (AR, LA, OK TX)
6. Midwest: East North Central Division (IL, IN, MI OH WI)
7. Midwest: West North Central Division (IA, KS, MN, MO,
NE, ND, SD)
8. West: Mountain Division (AZ, CO, ID, MT, NV, UT, WY, NM)
9. West: Pacific Division (AK, CA, HI, OR, WA)
X42000 Original Kennickell-Woodburn consistent weight.
X42001 Revised Kennickell-Woodburn consistent weight: accounts for
systemative deviations from CPS estimates of homeownership
by racial/ethnic groups. This weight should be used for all
estimations using the final 1995 SCF data for which weights
are appropriate.
-----------------------------------------------------------------------------
REPLICATE WEIGHTS AND MULTIPLICITY FACTORS
-----------------------------------------------------------------------------
As noted in the introduction, there are two additional data files
which contains replicate weights and multiplicity factor to be used in
estimating sampling variances. The files correspond to the main
weights X42000 and X42001.
The replicate weights are of the form WT1Bi, where i=1,...999
The multiplicity factors are of the form MMi, where i=1,...999
Replicate weights with a given index correspond to multiplicity
factors with the same index.
*********************************************
INCLUDED IN A SEPARATE PUBLIC DATASET
*********************************************
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
HOUSEHOLD LISTING
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X8000 Original respondent and spouse/partner variables reversed.
THE PERSON REFERRED TO AS THE "HEAD" IN THIS CODEBOOK IS
EITHER THE MALE IN A MIXED-SEX COUPLE OR THE OLDER
INDIVIDUAL IN A SAME-SEX COUPLE. WHERE X8000=1, ALL
VARIABLES IN THE DATASET THAT ORIGINALLY REFERRED TO
"RESPONDENT" AND "SPOUSE/PARTNER" AND ALL CODES THAT
CONTAIN THE SAME REFERENCES HAVE BEEN REVERSED. THIS
CHANGE IS MADE FOR CONVENIENCE IN PROCESSING THE DATA AND
INDICATES NO JUDGMENT WHATSOEVER ABOUT THE ARRANGEMENTS OF
INDIVIDUAL FAMILIES. THE QUESTION TEXT AND ASSOCIATED
CODES GIVEN HERE HAVE NOT BEEN ALTERED TO USE THE WORD
"HEAD." NO CHANGE IS MADE WHERE THE SPOUSE/PARTNER IS
ABSENT FROM THE HOUSEHOLD AND IS NOT INCLUDED IN THE
INTERVIEW (X100=5).
1. Reversed
5. Not reversed
X100 Indicator for inclusion of income, debt, assets, etc. of an
absent spouse/partner in the interview. Technically, this
indicator reflects whether the spouse/partner is a part of
the primary economic unit.
1. Included in Iw
5. Not included in Iw
0. Inap. (Spouse present; legally married and partner
present; no spouse/partner)
X101 Number of people in the household according to the HHL.
Code total # of persons in HHL
10. 10 or more people
X7001 Number of people in the primary economic unit.
Code total # of persons
10. 10 or more people
X8020(#1) Before we start the interview, I need to list the people who
X102(#2) live here and obtain some basic information about each one.
X108(#3) Let's start with you.
X114(#4)
X120(#5) What is the next person's relationship to you?
X126(#6)
X132(#7) 1. RESPONDENT
X202(#8) 2. Spouse of R
X208(#9) 3. Partner of R
X214(#10) 4. Child (incl. in-laws)
X220(#11) 13. Child of partner (only if volunteered)
5. Grandchild
6. Parent (incl. in-laws)
7. Grandparent (incl. in-laws)
8. Aunt/uncle
9. Cousin
10. Niece/nephew
11. Sister/brother (incl. in-laws)
12. Great grandchild
29. Other relative
31. Roommate
32. Friend
33. Relative of Partner
34. Boarder or roomer/lodger
35. Paid help (maid, etc.)
36. Foster child
39. Other unrelated person
45. Absent spouse, treated as PEU member
0. Inap. (No further persons)
NOTE: position #2 contains only spouse/partner information;
in all other cases the #2 position contains all zeroes.
X8021(#1) IF POSSIBLE, CODE WITHOUT ASKING. IF NECESSARY, ASK:
X103(#2) (I am required to ask your sex./What is that person's sex?)
X109(#3)
X115(#4) 1. Male
X121(#5) 2. Female
X127(#6) 0. Inap. (No further persons)
X133(#7)
X203(#8)
X209(#9)
X215(#10)
X221(#11)
What is your date of birth?
What is (his/her) date of birth?
X5907(#1) Code month
X6107(#2)
0. Inap. (/no spouse or partner)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X7003(#1) Code day of month
X7382(#2)
0. Inap. (/no spouse or partner)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X5908(#1) Code year (4 digits)
X6108(#2)
0. Inap. (/no spouse or partner)
X8022(#1) FOR THE RESPONDENT, THIS VARIABLE CONTAINS THE DATE-OF-BIRTH
X104(#2) AGE UNLESS HE/SHE REJECTS THAT AGE WHEN ASKED FOR CONFIRMATION
X110(#3) AND PROVIDES ANOTHER AGE (SEE X14 BELOW).
X116(#4)
X122(#5) How old is (he/she/that person)?
X128(#6)
X134(#7) Code AGE
X204(#8) -1. Less than one year
X210(#9) 0. Inap. (No further persons)
X216(#10)
X222(#11)
**********************************************************
FOR THE PUBLIC DATASET, X104 AND X8022 ARE TOP-CODED
CODED AT 95
**********************************************************
X14 Respondent: "Reconciled age"
X19 Spouse: "Reconciled age"
IN THE CAPI PROGRAM USED IN THE 1995 SURVEY, DESIGNATED Rs
WERE FIRST ASKED THEIR DATE OF BIRTH (X5907/X7003/X5908 OR
X6107/X7382/X6108 DEPENDING ON THE VALUE OF X8000).
THE COMPUTER CALCULATED THEIR AGE AND THEN THE INTERVIEWER
ASKED FOR CONFIRMATION (X7005/X7015). AT THAT POINT, A
RESPONDENT COULD AGREE TO THE COMPUTED AGE, CORRECT THEIR
BIRTH DATE, OR PROVIDE A DIFFERENT AGE (X8022/X104). FOR
THE DESIGNATED R, THIS VARIABLE CONTAINS THE DOB AGE UNLESS
A DIFFERENT AGE WAS REPORTED SUBSEQUENTLY. FOR THE R'S
SPOUSE/PARTNER, ONLY AGE WAS ASKED DURING THE HOUSEHOLD
LISTING AND DATE OF BIRTH WAS ASKED LATER IN THE
QUESTIONNIARE. HOWEVER, THERE WAS NO CONFIRMATION/
RECONCILIATION BUILT INTO THE PROGRAM FOR THE SPOUSE/PARTNER.
THIS AGE VARIABLE WAS USED IN ALL CONVERSIONS OR
CALCULATIONS INVOLVING AGES OF R/S.
Code age
0. Inap. (No further persons)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 95
*********************************************
X13 Respondent: Age computed from date of birth
X18 Spouse: Age computed from date of birth
(BASED ON X5907/X7003/X5908 OR X6107/X7382/X6108 DEPENDING
ON THE VALUE OF X8000)
Code age
0. Inap. (No further persons)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X7005(#1) So, you are (COMPUTED AGE) years old?
X7015(#2) (ASKED ONLY OF DESIGNATED RESPONDENT)
1. YES
3. NO, FIX AGE
5. Missing value for year of birth
9. Not asked
0. Inap. (No spouse/partner)
X7006(#3) Is (he/she/that person) 18 or older?
X7007(#4)
X7008(#5) 1. YES
X7009(#6) 5. NO
X7010(#7) 0. Inap. (No further persons)
X7011(#8)
X7012(#9)
X7013(#10)
X7014(#11)
X8023(#1) (Are you/Is [RELATIONSHIP] currently married or
X105(#2) living with a partner, separated, divorced,
X111(#3) widowed, or (have you/has [he/she]) never been married?
X117(#4) (NOTE: if R lives with a partner who is financially
X123(#5) interdependent, this variable is always coded '2' for the
X129(#6) head and partner. The legal marital status of each is
X135(#7) given by X7372 and X7018 respectively.)
X205(#8)
X211(#9) 1. (M) Married
X217(#10) 2. (P) Living with a partner
X223(#11) 3. (S) Separated
4. (D) Divorced
5. (W) Widowed
6. (NM) Never married
0. Inap. (Person not over 18; no further persons)
NOTE: for the person in position #1, this variable
contains the current living arrangement, which is not
necessarily the information reported in the interview.
For example, a respondent may have answered "married" to
this question, but actually be living with a partner; in
this case, the variable has been recoded coded "partner."
X7000(#1) Does your (spouse/partner) live with you now?
1. YES
5. NO
0. Inap. (No spouse/partner)
X7002(#1) Do you live with a partner?
1. YES
5. NO
X8024(#1) Does (he/she) usually live here?
X106(#2) (FILLED IN FOR RESPONDENT)
X112(#3)
X118(#4) 1. YES (incl. R and Spouse/Partner)
X124(#5) 5. NO
X130(#6) 0. Inap. (Person not over 18; no further persons)
X136(#7)
X206(#8)
X212(#9)
X218(#10)
X224(#11)
X8098(#1) Do you and your (husband/wife/partner) have shared
X107(#2) finances?
X113(#3) (ASKED ONLY IF SPOUSE/PARTNER DOES NOT USUALLY LIVE
X119(#4) THERE, OTHERWISE ASSUMED TO BE SHARED FINANCES.)
X125(#5)
X131(#6) Does (RELATIONSHIP) depend on you (and your
X137(#7) [husband/wife/partner]) for most of (his/her)
X207(#8) support or is (he/she) financially independent for
X213(#9) the most part?
X219(#10) (THIS QUESTION IS KEY IN DEFINING THE PRIMARY
X225(#11) ECONOMIC UNIT--SEE INTRODUCTION. A SPOUSE/PARTNER
WHO LIVES THERE AT THE TIME OF THE INTERVIEW OR WHO
USUALLY LIVES THERE IS ASSUMED TO BE FINANCIALL
INTERRELATED WITH THE R. SIMILARLY, CHILDREN UNDER
THE AGE OF 18 ARE ALSO ASSUMED TO BE FIANCIALLY
DEPENDENT ON THE R, EVEN THOUGH IT IS POSSIBLE THAT
SOME CHILDRENT OF PEOPLE OUTSIDE THE PEU MAY BE
INCLUDED BY THIS RULE.)
1. FINANCIALLY DEPENDENT (TRIVIALLY FOR R)
5. FINANCIALLY INDEPENDENT
0. Inap. (No further persons)
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
FINANCIAL INSTITUTIONS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
I will be asking you about various kinds of household financial
matters during this interview. (IF MORE THAN ONE PERSON
LISTED BELOW HAVE RESPONDENT WRITE THE NAMES ON THE BOTTOM
OF THE INSTITUTION CARD AND READ: As we go through the
interview, this card will serve as a reminder of the people
we are referring to when we say your "family living
here". (READ RELATIONSHIP OF MEMBERS LISTED BELOW)
X301 I'd like to start this interview by asking you about your
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. Better
2. Worse
3. About the same
X302 Five years from now, do you think interest rates will be
higher, lower, or about the same as today?
1. Higher
2. Lower
3. About the same
X7100 (SHOW CARD 1) When making major decisions about credit or
borrowing, some people shop around for the very best terms
while others don't. (What number would you be on the
scale?/What number would your family be on the scale?)
1. ALMOST NO SHOPPING
2.
3. MODERATE SHOPPING
4.
5. A GREAT DEAL OF SHOPPING
NOTE: CARD 1 contains the following information:
The numbers 1 through 5 in a horizonal row bounded by dark
lines. Below 1 is printed "Almost no shopping"; below 3
is printed "Moderate shopping"; and below 5 is printed "A
great deal of shopping." Nothing is printed below 2 and 4.
X7101 What sort of information do you and your (spouse/partner)
X7102 use to make decisions about credit or borrowing? Do you
X7103 call around for terms? Do you read newspapers, magazines,
X7104 or material that you get in the mail? Do you get advice
X7105 from a friend, relative, lawyer, accountant, or financial
X7106 planner? Or do you do something else?
X7107
X7108 What sort of information do you use to make decisions about
X7109 credit or borrowing? Do you call around for terms? Do
X7110 you read newspapers, magazines, or material that you get
in the mail? Do you get advice from a friend, relative,
lawyer, accountant, or financial planner? Or do you do
something else?
(CODE ALL THAT APPLY, in order reported)
1. Call around
2. Material in the mail
3. Other advertisements
4. Accountant
5. Magazines/newspapers
6. Friend/relative
7. Lawyer
8. Financial planner
9. Never borrow or haven't borrowed lately
11. Information from store/dealer
12. Bankers; other lenders
13. Television; cable; radio
14. Computerized data services; other data services
15. Don't shop around; always use same institution
16. Past experience
17. Material from work/business contacts
18. Self; No information other than what R/family knows
19. Other personal research
21. Real estate broker; builder
22. Other institutional source (e.g., college, social service
agency, etc.)
-7. Other types of information
X7111 (SHOW CARD 1) When making major saving and investment
decisions, some people shop around for the very best terms
while others don't.
What number would you be on the scale?
What number would your family be on the scale?
1. ALMOST NO SHOPPING
2.
3. MODERATE SHOPPING
4.
5. A GREAT DEAL OF SHOPPING
NOTE: See X7100 for a description of CARD 1.
X7112 How do you and your (spouse/partner) make decisions about
X7113 saving and investments? Do you call around for rates? Do
X7114 you read newspapers, magazines, or material you get in the
X7115 mail? Do you get advice from a friend, relative, lawyer,
X7116 accountant, or financial planner? Or do you do somethingelse?/
X7117
X7118 How do you make decisions about saving and investments? Do
X7119 you call around for rates? Do you read newspapers,
X7120 magazines, or material you get in the mail? Do you get
X7121 advice from a friend, relative, lawyer, accountant, or
financial planner? Or do you do something else?
(CODE ALL THAT APPLY, in order reported)
1. CALL AROUND
2. Friend/relative
3. Accountant
4. Lawyer
5. Financial planner/BROKER
6. Magazines/newspapers
8. Material in the mail
10. DO NOT SAVE/INVEST
11. Other advertisements
12. Bankers; other institutions
13. Television; cable; radio
14. Computerized data services; other data services
15. Don't shop around, always use same institution
16. Past experience
17. Material from work/business contacts
18. Self; No information other than what R/family knows
19. Investment club
20. Investment seminars
21. Other personal research
23. Shop around
-7. Other types of information
X305 The next few questions are about the financial
institutions that you do business with.
With how many financial institutions do you currently have
accounts or loans, or regularly do personal financial
business? Include banks, savings and loans, credit unions,
brokerages, loan companies, and so forth, but not
institutions where you have only credit cards or business
accounts.
With how many financial institutions do you and your family
living here currently have accounts or loans, or regularly
do personal financial business? Include banks, savings and
loans, credit unions, brokerages, loan companies, and so
forth, but not institutions where you have only credit
cards or business accounts.
X8300 Inferred number of institutions. When institutions were
reported (or in some cases, imputed) after the institution
data were collected (except in the case of bank-type credit
cards) the CAPI program returned to the institution
questions for the added institutions. In some cases,
interviewers failed to enter the new institution properly,
so the followup questions were not generated by the CAPI
program. X8300 takes the originally reported value of X305
as its base and adds additional institutions whenever a
commercial bank, savings and loan, credit union,
brokerage, money market fund, finance company, or mortgage
company was reported without an initial link to the
institution data. Where there were more than the 6
institutions on which detailed information was collected,
the total number of institutions was augmented and stored
in X8300. In cases where any of the first six institutions
have been inferred from an interviewer error, the detailed
information (location and how R does business) has been
imputed.
Code NUMBER
-1. NONE
Institutions were enumerated by name, and the name was used
as a text fill later in the interview when, e.g., the R was
asked to identify the institution where the main checking
account was held. To protect the privacy of respondents,
this variable was not retained in the dataset.
(What is the name of this financial institution?/
What is the name of the financial institution where you do
the most business?/What is the name of the financial
institution where you and your family living here do the
most business?)
[What is the name of the financial institution where you do
the (second/third/fourth/fifth/sixth) most business?/
What is the name of the financial institution where you and
your family living here do the (second/third/fourth/fifth/sixth)
most business?
Once the program had generated questions about the number
of institutions specified by X305, the program asked:
Do you have any other financial institutions which we have not
listed yet?
(Have you included all your accounts?/Have you included the
accounts for all the people in your household?)
If the R recalled an additional account, the program was
set up to augment the list of institutions until the
respondent said there were no more.
If X305 contained a value that indicated that there were
accounts, but the number was a missing value, the R was
asked:
X308(#1) About (name of institution), what kind of institution is
X312(#2) this? (Is it a commercial bank, a savings and loan or
X316(#3) savings bank, a credit union, a finance or loan company, a
X320(#4) brokerage, or what?)
X324(#5)
X328(#6) Now, I need a little more information on the institutions
we've added to the card since the start of the interview.
(If R added institutions during the interview, the CAPI
program generated the detailed questions on those
institutions after the section on financial assets was
completed.)
MASTER INSTITUTION LIST
11. Commercial bank; "trust company
12. Savings & Loan association or savings bank
13. Credit union
14. Finance or loan company
15. Store or dealer
16. Brokerage company; "mutual fund" -- NFS
17. Insurance company
18. Mortage 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/Advisor (not codeable above)
28. Pension Administrator
31. Real estate (investment) company
32. School/college/university
33. Local/county/state government (except code 42)
34. Special federal government agency; FMHA, SBA, VA, FHA, HUD, NDSL
35. Federal government general or NA agency; IRS
37. Self/spouse (manages own trust)
38. Bank or general purpose credit card company; Visa,
Carte Blanche, Master Card (except American Express code 51)
39. Union
40. Church
41. American Association of Retired Persons (AARP)
42. Courts
50. Discover card (Sears) (V415-418 only) ("Sears" only use code 15)
51. American Express/Optima card
52. AT&T card
61. Other membership organization; AAA, NEA, NTA (V415-418 only)
62. Tribal and similar organizations
75. Foreign institution type
80. Direct student loan NEC (include references to Stafford,
Perkins, Ford, etc. student loans when a more specific
institution reference is not available).
92. Money market (mutual) funds, NFS
93. Farm-related lenders (not codeable above), or NA if
membership group or government agency
94. Investment/management companies or consultants (not
elsewhere classified)
95. Non-financial institution (except codes 40-42 and 61)
-1. Combinations of TYPES of financial institutions
-7. Other
0. Inap. (no institutions: X8300=-1/fewer than 2
institutions: X8300<2/fewer than 3 institutions: X8300<3/
fewer than 4 institutions: X8300<4/fewer than 5
institutions: X8300<5/fewer than 6 instiutions: X8300<6)
NOTE: CARD 2 was available to the interviewer. This card
contains the following in a vertical column: "Commercial
Bank," "Savings and Loan or Savings Bank," "Credit Union,"
"Finance or Loan Company," "Brokerage," and "Other."
Institution 1: X6600 X6601 X6602 X6603 X6604 X6605 X6606 X6607
Institution 2: X6608 X6609 X6610 X6611 X6612 X6613 X6614 X6615
Institution 3: X6616 X6617 X6618 X6619 X6620 X6621 X6622 X6623
Institution 4: X6624 X6625 X6626 X6627 X6628 X6629 X6630 X6631
Institution 5: X6632 X6633 X6634 X6635 X6636 X6637 X6638 X6639
Institution 6: X6640 X6641 X6642 X6643 X6644 X6645 X6646 X6647
How do you mainly do business with this institution (-by
Cash Machine, in person, by mail, by phone, by computer, or
some other way)?
How does your family mainly do business with this
institution (-by Cash Machine, in person, by mail, by
phone, by computer, or some other way)?
(CODE ALL THAT APPLY -- CODE MAIN METHOD FIRST)
1. By cash machine, ATM
2. In person (R or R's messenger)
3. By mail
4. By phone
5. Payroll deduction; direct deposit
6. Don't do regular business
9. Electronic transfer
10. Check, NFS
11. R's agent or manager
12. BY COMPUTER
-7. OTHER
0. Inap. (no institutions: X8300=-1/fewer than 2
institutions: X8300<2/fewer than 3 institutions: X8300<3/
fewer than 4 institutions: X8300<4/fewer than 5
institutions: X8300<5/fewer than 6 instiutions: X8300<6)
X310(#1) Roughly, how many miles is the office or cash machine of
X314(#2) this institution from the home or workplace of the person
X318(#3) who uses it most often? IF R ASKS: WE WANT THE CLOSER OF
X322(#4) THE DISTANCE FROM HOME OR WORKPLACE.
X326(#5)
X330(#6) Code number of miles
-1. LESS THAN A MILE
992. FOREIGN LOCATION
993. LOCATED AT WORK
51. OVER 50 MILES
-7. LOCAL PHONE OR POST BOX
0. Inap. (no institutions: X8300=-1/fewer than 2
institutions: X8300<2/fewer than 3 institutions: X8300<3/
fewer than 4 institutions: X8300<4/fewer than 5
institutions: X8300<5/fewer than 6 instiutions: X8300<6)
X306 Do you have a card that allows you to deposit or withdraw
money from this institution using a cash machine?
Do you have a card that allows you to deposit or withdraw
money from these institutions using a cash machine?
Do you or your family living here have a card that allows
you to deposit or withdraw money from this institution
using a cash machine?
Do you or your family living here have a card that allows
you to deposit or withdraw money from these institutions
using a cash machine?
1. YES
5. NO
0. Inap. (no institutions: X8300=-1)
X7582 A debit card is a card that you can present when you buy
things that automatically deducts the amount of the
purchase from the money in an account that you have.
Do you use any debit cards?
Does your family use any debit cards?
INTERVIEWER: WE CARE ABOUT USE, NOT WHETHER R HAS A DEBIT CARD
1. YES
5. NO
X7122 Some people have their paychecks or Social Security
benefits or other money automatically paid directly into
their accounts.
(Do you have any money directly deposited into your account?/
Do you have any money directly deposited into one of your
accounts?/
Do you or someone in your family living here have any money
directly deposited into your family's account?/
Do you or someone in your family living here have any money
directly deposited into one of your family's accounts?)
(IF R ASKS, DO NOT INCLUDE INTEREST PAID ON THE ACCOUNT)
1. YES
5. NO
0. Inap. (no institiutions: X8300=-1)
What kinds of deposits are these? (CODE ALL THAT APPLY)
X7123 PAYCHECK/OTHER INCOME FROM WORK (e.g., consulting fees)
X7124 SOCIAL SECURITY/RAILROAD RETIREMENT
1. Checked
5. Not checked
0. Inap. (no institutions, no automatic deposit: X7122=(0, 5))
X7125 OTHER
4. Disability payments; VA disability benefits
6. Supplemental Security Income (SSI) and other types of welfare
7. Automatic transfers from another account
8. Automatic payments on loans made by R (i.e., loans
from shich R receives income)
9. Royalties and other investment income (Not Elsewhere Classified)
10. Alimony/support
12. Pension or other retirement income
13. Insurance reimbursement
-7. Combination of Types
5. Not checked
0. Inap. (no institutions, no automatic deposit: X7122=(0, 5))
X7126 Some people have their utility bills, mortgage or rent
payments, or other payments automatically paid directly
from their accounts without having to write a check.
(Do you have any payments that you make in this way?/
Do you and your family living here have any payments that
you make in this way?)
1. YES
5. NO
0. Inap. (no accounts: X8300=-1)
What sorts of payments are these? (CODE ALL THAT APPLY)
X7127 UTILITY BILLS
X7128 MORTGAGE/RENT
1. Checked
5. Not checked
0. Inap. (no accounts, no pre-auth. debits: X7126=(0, 5))
X7129 OTHER
4. Condominium/Coop fees
6. Lease payments
7. Insurance
8. Automatic transfers to other accounts/investments
9. Cable; newspapers; magazines
10. Gifts to charities/non-profits
11. Tuition
12. Health club; YMCA/YWCA/YMHA/YWHA
13. Other payments of irregular bills (e.g., credit card bills)
14. Alimony/support; other transfers to family members
16. Car loans; other non-mortgage loan payments (except
credit cards)
17. Security system; garbage fees; other regular home
maintenance fees
18. Safety deposit box
19. Internet provider payment
-7. Other regular payments; combination of types
5. Not checked
0. Inap. (no accounts, no pre-auth. debits: X7126=(0, 5))
X7130 A 'smart card' is a type of payment card containing a
computer chip which is set to hold a sum of money. As the
card is used, purchases are subtracted from that sum.
(Do you have any such cards that you can use for a variety
of purchases?/
Do you or anyone in your family living here have any such
cards that you can use for a variety of purchases?)
1. YES
5. NO
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
CREDIT ATTITUDES AND CREDIT CARDS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X401 Now I would like to ask you some questions about how you
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. Good idea
3. GOOD IN SOME WAYS, BAD IN OTHERS
5. 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 all
right for someone like yourself to borrow money...
X402 first, to cover the expenses of a vacation trip?
X403 next, to cover living expenses when income is cut?
X404 next, to finance the purchase of a fur coat or jewelry?
X405 next, to finance the purchase of a car?
X406 finally, to finance educational expenses?
1. YES
5. NO
X7131 [Have you and your (spouse/partner) applied for any type of
credit or loan in the last five years?/
Have you applied for any type of credit or loan in the last
five years?]
1. YES
5. NO
X407 [In the past five years, has a particular lender or creditor
turned down any request you or your (spouse/partner) made
for credit, or not given you as much credit as you applied for?/
In the past five years, has a particular lender or creditor
turned down any request you made for credit, or not given
you as much credit as you applied for?]
(PROBE: Turned down, or not as much credit?)
IF TURNED DOWN AND NOT AS MUCH CREDIT, ASK WHICH IS MORE RECENT
1. Yes, turned down
3. Yes, not as much credit
5. No
0. Inap. (no credit application in previous 5 years: X7131=5)
X408 [Were you later able to obtain the full amount you or your
(spouse/partner) requested by reapplying to the same
institution or by applying elsewhere?/
Were you later able to obtain the full amount you requested
by reapplying to the same institution or by applying elsewhere?]
1. YES
3. Did Not Reapply
5. NO
0. Inap. (no credit application in previous 5 years: X7131=5;
not turned down: X407=5)
X7585 [On the most recent occasion, what reasons were you or your
(spouse/partner) (given for being turned down for
credit?/given for being unable to get as much credit as you
applied for?)/
On the most recent occasion, what reasons were you given for
(being turned down for credit?/being unable to get as much
credit as you applied for?)]
Personal Characteristics of Borrower
50. Family background/life history; who your parents (relatives) are
51. Family size; number of children or dependents
52. Marital status
53. Sex
54. Combination of marital status and sex, "single men",
"married women"
55. Age
56. Race
57. Personal character/reputation, whether borrower is
stable, honest; known by other people trusted by institution
58. Health
59. Other personal characteristics of borrower
Credit Characteristics of Borrower
61. Need to have a checking/savings account (at institution)
62. Haven't established a credit history
63. Credit rating service/credit bureau reports
64. Credit records/history from other institution; other
loans or charge account; previous payment records; bankruptcy
65. Lack of/not enough assets/collateral/property to secure
the loan (except home ownership, code 74); size of down
payment; financial status
66. Amount of debt; size of other payments; ability to repay loan
69. Other credit characteristics of borrower
Financial Characteristics of Borrower
70. Bad Credit, NEC
71. Time on current job
72. Job; type of work; steady/secure employment; good job
73. Lack of job; not working; on welfare
74. Lack of homeownership
75. Time at current address; time in community or state
76. Amount of income; "income"
77. Source of income; retired
78. Where you live; what type of neighborhood/area of city
you live in; if you live in the state/county
79. Other financial characteristics of borrower
Miscellaneous
81. Lack of familiarity/experience; don't have an account
there; I'm not a credit union member
82. Previous bad experience (N.E.C); had difficulty/been
turned down NA why
83. Institution is more "strict" in lending requirements,
NA in what areas
87. "Discrimination"; references to red-lining, NA basis
88. Inconvenient/difficult, not codeable above
89. Other miscellaneous
90. Didn't approve of purpose for which money was to be borrowed
91. Loan was too large for source to handle; source doesn't
have much money to lend; money reserves of source are low
92. Interest
93. Insufficient collateral/equity
-1. None; no reason was given; "bank policy
-7. Other -- N.E.C
0. Inap. (no credit application in previous 5 years: X7131=5;
not turned down: X407=5)
X7584 What type of credit did you apply for?
1. Mortgage
2. Car loan
3. Other installment loan
4. Credit Card
6. Store account
17. Equity loan
18. Business/Investment loan
19. Line of credit
20. Personal loan
21. Consolidation loan
-7. Other
0. Inap. (no credit application in previous 5 years: X7131=5;
not turned down: X407=5)
X409 [Was there any time in the past five years that you or your
(spouse/partner) thought of applying for credit at a
particular place, but changed your mind because you thought
you might be turned down?/
Was there any time in the past five years that you thought
of applying for credit at a particular place, but changed
your mind because you thought you might be turned down?0
1. YES
5. NO
X7583 [On the most recent occasion, why did you or your
(spouse/partner) think you might be turned down?/
On the most recent occasion, why did you think you might be
turned down?]
Personal Characteristics of Borrower
50. Family background/life history; who your parents (relatives) are
51. Family size; number of children or dependents
52. Marital status
53. Sex
54. Combination of marital status and sex, "single men",
"married women"
55. Age
56. Race
57. Personal character/reputation, whether borrower is
stable, honest; known by other people trusted by institution
58. Health
59. Other personal characteristics of borrower
Credit Characteristics of Borrower
61. Need to have a checking/savings account (at institution)
62. Haven't established a credit history
63. Credit rating service/credit bureau reports
64. Credit records/history reom other institiuon; other
loans or charge account; previous payment records;
bankruptcy
65. Lack of/not enough assets/collateral/property to secure
the loan (except home ownership, code 74); size of down
payment; financial status
66. Amount of debt; size of other payments; ability to repay loan
69. Other credit characteristics of borrower
Financial Characteristics of Borrower
70. Bad Credit, NEC
71. Time on current job
72. Job; type of work; steady/secure employment; good job
73. Lack of job; not working; on welfare
74. Lack of homeownership
75. Time at current address; time in community or state
76. Amount of income; "income"
77. Source of income; retired
78. Where you live; what type of neighborhood/area of city
you live in; if you live in the state/county
79. Other financial characteristics of borrower
Miscellaneous
81. Lack of familiarity/experience; don't have an account
there; I'm not a credit union member
82. Previous bad experience (N.E.C); had difficulty/been
turned down NA why
83. Instutution is more "strict" in lending requirements,
NA in what areas
87. "Discrimination"; references to red-lining, NA basis
88. Inconvenient/difficult, not codeable above
89. Other miscellaneous
90. Didn't approve of purpose for which money was to be borrowed
91. Loan was too large for source to handle; source doesn't
have much money to lend; money reserves of source are low
92. Interest
93. Insufficient collateral/equity
-1. None; no reason was given; "bank policy"
-7. Other -- N.E.C
0. Inap. (did not expect to be turned down: X7583=5)
X410 Now I have some questions about credit cards and charge cards.
(Do you have any credit cards or charge cards?/
Do you or anyone in your family living here have any credit
cards or charge cards?)
(Please do not include debit cards.)
1. YES
5. NO
X7973(#1) Now I would like to ask you a few questions about your
credit cards. (SHOW CARD 3)
(Do you have any type of/
Do you and your family living here have any type of)
Visa, Mastercard, Discover, or Optima cards?
X7974(#2) (Do you have any type of/
Do you and your family living here have any type of)
Sears, K-Mart, furniture, clothing and other store cards?
X7975(#3) (Do you have any type of/
Do you and your family living here have any type of)
Gasoline Cards such as Shell, Exxon, BP, Texaco, or Amoco?
X7976(#4) (Do you have any type of/
Do you and your family living here have any type of)
American Express, Diners Club, or Carte Blanche cards?
X7977(#5) (Do you have any type of/
Do you and your family living here have any type of)
Airline, Car Rental, or other cards?
1. YES
5. NO
0. Inap. (no credit cards: X410=5)
NOTE: SHOW CARD 3 contains the following in a vertical
column: "Visa, MasterCard, Discover, Optima," "Sears,
K-Mart, furniture, clothing and other store cards,"
"Gasoline cards such as Shell, Exxon, BP, TExaco, and
Amoco," "American Express, Diners, Carte Blanche," and
"Airline, Car Rental, or other credit cards."
X411(#1) How many?
X419(#2) (Please do not count duplicate cards for the same account or
X422(#3) any business or company accounts.)
X425(#4)
X428(#5) Code number
-1. None
0. Inap. (no credit cards: X410=5; no cards of type)
*********************************************************
FOR THE PUBLIC DATASET, THE NUMBER OF #1/2 CARDS IS
TOP-CODED AT 10, #3/4/5 CARDS ARE TOP-CODED AT 5
*********************************************************
X412(#1) (On your last bills, roughly how much were the new charges
X420(#2) made to these accounts?/
X423(#3) On your last bill, roughly how much were the new charges
X426(#4) made to this account?)
X429(#5)
Code number
-1. None
0. Inap. (no credit cards: X410=5; no cards of type)
X413(#1) (After the last payments were made on these accounts,
X421(#2) roughly what was the balance still owed on these accounts?/
X424(#3) After the last payment was made on this account, roughly
X427(#4) what was the balance still owed on this account?)
X430(#5)
Code number
-1. None
0. Inap. (no credit cards: X410=5; no cards of type)
X414(#1) (What is the maximum amount you could borrow on all of these
accounts; that is, what is your total credit limit?/
What is the maximum amount you could borrow on this account;
that is, what is your total credit limit?)
Code number
-1. None
0. Inap. (no credit cards: X410=5; no cards of type)
X7132(#1) What interest rate do you pay on the card where you have
the largest balance?
What is the interest rate on the card you got most recently?
What interest rate do you pay on this card?
INTERVIEWER: WE WANT TO KNOW THE RATE THAT R PAYS ON NEW
BALANCES
Code percent * 100
0. Inap. (no credit cards: X410=5; no cards of type)
(#1) only: X415 X416 X417 X418 X7500 X6648 X6649 X6720
[Please look at the Institutions Card. Are these credit cards
with any of the institutions on the Institutions Card, or from
someplace else?/
Please look at the Institutions Card. Is this credit card
with any institution on the Institutions Card, or from
someplace else?]
(CODE ALL THAT APPLY.)
[IF INSTITUTIONS CARD: Which institution?]
[IF "SOMEPLACE ELSE": What type of institution?]
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no credit cards: X410=5; no cards of type)
(#1) only: X9082 X9151 X9152 X9153 X9202 X9216 X9221 X9222
Recode: type of insitution
See MASTER INSTITIUTION LIST for codes (See X308)
0. Inap. (no credit cards: X410=5; no cards of type)
X432 Thinking only about Visa, Mastercard, Discover, Optima and
store cards, do you almost always, sometimes, or hardly
ever pay off the total balance owed on the account each
month?
1. Always or almost always
3. Sometimes
5. Hardly ever
0. Inap. (no credit cards: X410=5; no #1 or #2 cards)
X7577 (Other than the store accounts where you have credit cards,
do you have any charge or revolving charge accounts at
stores where you owed money after your last payment?/
Other than the store accounts where you have credit cards,
do you or your family living here have any charge or
revolving charge accounts at stores where you owed money
after your last payment?/
Do you have any charge or revolving charge accounts at
stores where you owed money after your last payment?/
Do you or your family living here have any charge or
revolving charge accounts at stores where you owed money
after your last payment?)
1. YES
5. NO
X7576 (How many such accounts do you have where you owe money?/
How many such accounts do you or your family living here
have where you owe money?)
Code number
0. Inap. (no accounts: X7577=5)
X7575 (After the last payments were made on these accounts, what
was the balance still owed on all these accounts?/
After the last payment was made on this account, what was
the balance still owed on this account?)
Code number
0. Inap. (no accounts: X7577=5)
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
PRINCIPAL RESIDENCE
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X501 INTERVIEWER CHECKPOINT: WHERE DOES R LIVE?
4. R LIVES ON A RANCH
5. R LIVES ON A FARM
2. R LIVES IN A MOBILE HOME/RV
3. ALL OTHER TYPES OF HOUSING
X7136 (SHOW CARD 4) We are interested in your view of the chance
that you will be staying at your current address for the
next two years. Using any number from zero to 100, where
zero equals no chance and 100 equals absolutely certain,
what do you think the chances are that you will be living
at your current address two years from now?
INTERVIEWER: ROUND TO CLOSEST NUMBER DISPLAYED
-1. No chance (recoded from zero)
10.
20.
30.
40.
50. 50-50 chance
60.
70.
80.
90.
100. Absolutely certain
NOTE: CARD 4 contains the following information:
The numbers 0, 10, 20, ..., 100 in a horizonal row bounded
by dark lines. Below 0 is printed "Absolutely no chance";
in the space below 20 and 30 is printed "Possible but not
likely"; below 50 is printed "50-50 chance"; in the space
below 70 and 80 is printed "Likely but not certain"; and
below 100 is printed "Absolutely certain."
-----------------------------------------------------------------------------
R LIVES ON A FARM
-----------------------------------------------------------------------------
X502 Now I have some questions about this property.
About how many acres is this (farm/ranch), including any
acres that are rented or rented out to others?
Code acres
0. Inap. (R does not live on farm/rance: X501^=4)
***********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 1000
***********************************************
X503 (Do you operate a farming or ranching business on this
property?/
Do you or anyone in your family living here operate a
farming or ranching business on this property?)
(IF R CLAIMS THE FARM ON HIS INCOME TAX, THEN THE FARM IS A
BUSINESS FOR OUR PURPOSES.)
1. YES
5. NO
0. Inap. (R does not live on farm/rance: X501^=4)
X504 (Do you rent out any part of this property to others?/
Do you or anyone in your family living here rent out any
part of this property to others?)
1. YES
5. NO
0. Inap. (R does not live on farm/rance: X501^=4;
R operates farm/ranch as a business: X503=1))
X505 How much rent do you collect?
Code amount
-1. None
0. Inap. (R does not live on farm/rance: X501^=4;
R operates farm/ranch as a business: X503=1); R does not
rent out part of property: X504=5)
X506 And how often is that amount collected?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
-1. No rent collected
0. Inap. (R does not live on farm/rance: X501^=4;
R operates farm/ranch as a business: X503=1; R does not
rent out part of property: X504=5)
What part of this property is used for (farm/ranch)ing?
X507 Code percent * 100
-1. Very little
9995. Almost all
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1)
X7574 Code number of acres
-1. Very little
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1)
***********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 1000
***********************************************
X508 What is the legal ownership status of this (farm/ranch)?
[Do you own this (farm/ranch), do you own part of it, do
you rent it, is it all owned by a business, or what?/
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. Owns all
2. Owns only part
5. Sharecropper
3. Rents/Leases all
4. Owned by a business
-7. Other
R OWNS ALL
X509 [Does your (farm/ranch)ing business pay any rent for the
use of the property?/
Does your family's (farm/ranch)ing business pay any rent
for the use of the property?]
1. YES
5. NO
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own all of farm/ranch: X508^=1)
X510 (How much rent do you collect?/
How much rent do you or your family living here collect?)
Code amount
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own all of farm/ranch: X508^=1; business
does not pay rent: X509^=1))
X511 And how often is that amount collected?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own all of farm/ranch: X508^=1; business
does not pay rent: X509^=1))
X513 Could you tell me the current value of all the land and
buildings - that is, what would it bring if it were sold
today? Do not include any farm animals, implements or crops.
Code amount
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own all of farm/ranch: X508^=1)
OWNED BY A BUSINESS
X514 (Do you pay the business any rent for this property?/
Do you or your family living here pay the business any rent
for this property?)
1. YES
5. NO
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
farm/ranch not owned by a business: X508^=4)
X515 In what month and year did you move into this (farm/ranch)?
Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
farm/ranch not owned by a business: X508^=4)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X516 Code year (4 digits)
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
farm/ranch not owned by a business: X508^=4)
R OWNS PART
X517 [Does the (farm/ranch)ing business pay you any rent for
the use of the property?/
Does the (farm/ranch)ing business pay you or your family
living here any rent for the use of the property?]
1. YES
5. NO
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own only part of farm/ranch: X508^=2)
X518 (How much rent do you collect?/
How much rent do you or your family living here collect?)
Code amount
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own only part of farm/ranch: X508^=2;
business does not pay rent to R: X517^=1)
X519 And how often is that amount collected?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own only part of farm/ranch: X508^=2;
business does not pay rent to R: X517^=1)
X520 (Do you pay any rent for this property?/
Do you or anyone in your family living here pay any rent
for this property?)
1. YES
5. NO
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own only part of farm/ranch: X508^=2)
X521 (How much rent do you pay?/
How much rent do you or your family living here pay?)
Code amount
-1. None
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own only part of farm/ranch: X508^=2;
R does not pay rent to business: X520^=1)
X522 And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
-1. No rent
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own only part of farm/ranch: X508^=2;
R does not pay rent to business: X520^=1)
(I will ask you more about the business operation later.
Now I'd like to ask about the part of the property that
you personally own. About what percent of the total
property is that?/
I will ask you more about the business operation later.
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?)
X523 Code percent * 100
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own only part of farm/ranch: X508^=2)
X7573 Code acres
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own only part of farm/ranch: X508^=2)
***********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 1000
***********************************************
X526 Could you tell me the current value of the entire part of
the land and building you own? I mean, what would it
bring if it were sold today? Do not include any farm
animals, implements or crops.
Code amount
0. Inap. (R does not live on farm/rance: X501^=4;
R does not operate farm/ranch as a business: X503^=1;
R does not own only part of farm/ranch: X508^=2)
-----------------------------------------------------------------------------
R LIVES IN MOBILE HOME
-----------------------------------------------------------------------------
X601 (Now I have some questions about your home. Do you 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?/
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. Own both home and site
2. Own only site
3. Own only home
4. Rent both
-7. Neither own nor rent
RENTS HOME, OWNS SITE
X602 About how much rent do you pay on this home?
Code number
-1. None
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=2)
X603 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is it paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
-7. Other
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=2)
X604 Could you tell me the current value of the site? I mean,
about what would it bring if it were sold today?
Code number
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=2)
In what month and year did you purchase the site?
(INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.)
X605 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=2)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X606 Code year (4 digits)
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=2)
X608 CODE GIFT/INHERITANCE
1. GIFT/INHERITANCE
5. R PURCHASED
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=2)
X607 How much did this site cost when you originally acquired it?
(INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.)
Code amount
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=2)
NEITHER OWNS NOR RENTS MH
X609 How is that?
1. Housing is part of job compensation; live-in
servant; housekeeper; gardener; farm laborer
2. Housing is a gift paid for by someone outside HU;
owned by relative outside HU; R pays only taxes
3. Sold home, has not moved yet
4. Living in house which will inherit; estate in
process
5. Living in temporary quarters (garage, shed) while
home is under construction
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=-7)
In what month and year did you move into this mobile home?
X610 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=-7)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X611 Code year (4 digits)
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=-7)
OWNS HOME, RENTS SITE
X612 About how much rent do you pay on this site?
Code amount
-1. None
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=3)
X613 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is it paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
-7. Other
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=3)
X614 Could you tell me the current value of this mobile home?
I mean, about what would it bring if it were sold today?
Code amount
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=3)
In what month and year did you purchase this mobile home?
X615 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=3)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X616 Code year (4 digits)
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=3)
X618 CODE GIFT/INHERITANCE
1. GIFT/INHERITANCE
5. R PURCHASED
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=3)
X617 How much did this mobile home cost when you originally
acquired it?
INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.
Code amount
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=3)
RENTS HOME AND SITE
X619 About how much rent do you pay on this home and site?
Code amount
-1. None
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=4)
X620 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is it paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
-7. Other
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=4)
In what month and year did you move into this mobile home?
X621 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=4)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X622 Code year (4 digits)
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=4)
OWNS HOME AND SITE
X623 Could you tell me the current value of this home and site?
I mean, about what would they bring if they were sold today?
Code amount
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1)
X624 Were the site and mobile home purchased separately?
1. YES
5. NO
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1)
In what month and year did you purchase this mobile home?
X625 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site not purchased
separately: X624^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X626 Code year (4 digits)
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site not purchased
separately: X624^=1)
X628 CODE GIFT/INHERITANCE
1. GIFT/INHERITANCE
5. R PURCHASED
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site not purchased
separately: X624^=1)
X627 How much did the mobile home cost when you originally
acquired it?
INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.
Code amount
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site not purchased
separately: X624^=1)
In what month and year did you purchase this site?
X629 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site not purchased
separately: X624^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X630 Code year (4 digits)
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site not purchased
separately: X624^=1)
X632 CODE GIFT/INHERITANCE
1. GIFT/INHERITANCE
5. R PURCHASED
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site not purchased
separately: X624^=1)
X631 How much did this site cost when you originally acquired it?
INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.
Code amount
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site not purchases
separately: X624^=1)
In what month and year did you purchase this mobile home and site?
X633 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site purchased
separately: X624=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X634 Code year (4 digits)
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site purchased
separately: X624=1)
X636 CODE GIFT/INHERITANCE
1. GIFT/INHERITANCE
5. R PURCHASED
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site purchased
separately: X624=1)
X635 How much did the mobile home and site cost when you
originally acquired it?
INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.
Code amount
0. Inap. (R does not live in MH: X501^=2; other MH
ownership: X601^=1; home and site purchased
separately: X624=1)
-----------------------------------------------------------------------------
R LIVES IN HU OTHER THAN FARM/RANCH OR MOBILE HOME
-----------------------------------------------------------------------------
X701 Now I have some questions about your home.
Do you own this ranch, do you pay rent, do you own it as a
part of a condo, co-op, townhouse association, or what?
Do you own this farm, do you pay rent, do you own it as a
part of a condo, co-op, townhouse association, or what?
Do you own this (house and lot/apartment), do you pay rent,
do you own it as a part of a condo, co-op, townhouse
association, or what?
Do you and your family living here own this ranch, do you
pay rent, do you own it as a part of a condo, co-op,
townhouse association, or what?
Do you and your family living here own this farm, do you
pay rent, do you own it as a part of a condo, co-op,
townhouse association, or what?
Do you and your family living here own this (house and
lot/apartment), do you pay rent, do you own it as a part of
a condo, co-op, townhouse association, or what?
1. Owns or is buying/land contract
2. Pays rent
3. Condo
4. Co-op
5. Townhouse Association
6. Retirement Lifetime Tenancy
-7. Neither owns nor rents --> -7
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1)
NEITHER OWNS NOR RENTS
X705 How is your housing provided?
1. Housing is part of job compensation; live-in servant;
house-keeper; gardener; farm laborer
2. Housing is a gift paid for by someone outside HU;
owned by relative outside HU; R pays only taxes
3. Sold home, has not moved yet
4. Living in house which will inherit; estate in process
5. Living in temporaty quarters (garage, shed, etc.)
while home is under construction
6. Public Housing
8. Living in home of relatives/friends without paying
rent
9. House owned by trust created by R
-7. Other
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than neither owns nor
rents: X701^=-7)
*********************************************************
FOR THE PUBLIC DATASET, CODE 9 IS COMBINED WITH -7;
CODE 8 IS COMBINED WITH 2
*********************************************************
X7133 Do you own any part of this ranch?
Do you own any part of this farm?
Do you own any part of this (house and lot/apartment)?
Does anyone in your family living here own any part of
this (farm/ranch)?
Does anyone in your family living here own any part of
this (house and lot/apartment)?
1. YES
5. NO
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than neither owns nor
rents: X701^=-7)
X7134 IN THE FOLLOWING QUESTIONS ABOUT VALUE AND LOANS, INCLUDE
ONLY R'S SHARE; IF R KNOWS ONLY TOTALS FOR THE WHOLE
PROPERTY, MAKE NOTES WHERE APPLICABLE
What percent of the property do you own?
What percent of the property do you and your family living
here own?
Code percent * 100
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than neither owns nor
rents: X701^=-7; R does not own any part: X7133=5)
In what month and year did you move into this home?
X706 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than neither owns nor
rents: X701^=-7; R does not own any part: X7133=5)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X707 Code year (4 digits)
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than neither owns nor
rents: X701^=-7; R does not own any part: X7133=5)
**************************************************
FOR THE PUBLIC DATASET, BOTTOM-CODED AT 1920
**************************************************
RENTS HOME (INCLUDES FARM WITH NO FARM BUSINESS/RENTED FARM)
X708 How much rent do you pay for this (farm/ranch)?
How much rent do you or your family living here pay for
this (farm/ranch)?
How much rent do you pay for this (house/apartment)?
How much rent do you or your family living here pay for this
(house/apartment)?
Code amount
-1. None
0. Inap. (R lives in MH: X501=2; R lives on farm operated
as a business, but does not rent: X501=4 or 5 and
X503=1 and X508^=3; some living arrangement other than
rents rents: X701^=2)
X709 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
-7. Other
0. Inap. (R lives in MH: X501=2; R lives on farm operated
as a business, but does not rent: X501=4 or 5 and
X503=1 and X508^=3; some living arrangement other than
rents rents: X701^=2)
X710 Does that include some or all utilities?
1. Yes, all
3. Yes, some
5. No
0. Inap. (R lives in MH: X501=2; R lives on farm operated
as a business, but does not rent: X501=4 or 5 and
X503=1 and X508^=3; some living arrangement other than
rents rents: X701^=2)
X711 Do you rent it furnished or unfurnished?
1. Furnished
3. Partially furnished
5. Unfurnished
0. Inap. (R lives in MH: X501=2; R lives on farm operated
as a business, but does not rent: X501=4 or 5 and
X503=1 and X508^=3; some living arrangement other than
rents rents: X701^=2)
In what month and year did you move into this ranch?
In what month and year did you move into this farm?
In what month and year did you move into this (house/apartment)?
X712 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (R lives in MH: X501=2; R lives on farm operated
as a business, but does not rent: X501=4 or 5 and
X503=1 and X508^=3; some living arrangement other than
rents rents: X701^=2)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X713 Code year (4 digits)
0. Inap. (R lives in MH: X501=2; R lives on farm operated
as a business, but does not rent: X501=4 or 5 and
X503=1 and X508^=3; some living arrangement other than
rents rents: X701^=2)
R OWNS SOME PART (INCLUDES FARM WITH NO FARM BUSINESS)
X7572 Are you required to pay regular fees to an association or
property management group in order to live here?
1. YES
5. NO
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than owns: X701^=1 and
X7133^=1)
X703 How much are your fees?
Code amount
-1. None
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than owns: X701^=1 and
X7133^=1; no fees: X7572^=1)
X704 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often do you pay this amount?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
-7. Other
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than owns: X701^=1 and
X7133^=1; no fees: X7572^=1)
X702 INTERVIEWER OBSERVATION: DOES R LIVE IN MULTIPLE HU STRUCTURE?
(CONFIRM WITH R IF NECESSARY)
1. YES
5. NO
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than owns: X701^=1 and
X7133^=1
X714 Do you own the entire building or just your unit?
Do you and your family living here own the entire building
or just your unit?
1. Entire building
2. Just R's unit
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than owns: X701^=1 and
X7133^=1
X715 How many housing units are in this building?
Code number of units
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than owns: X701^=1 and
X7133^=1; does not own entire building: X714^=1)
X7135 Do you own your unit separately from the rest of the building?
1. YES
5. NO
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than owns: X701^=1 and
X7133^=1; does not own entire building: X714^=1)
X716 The following questions about your home refer to your unit
only.
The following questions refer to the entire building.
What is the current value of this (home and
land/apartment/property)? I mean, about what would it
bring if it were sold today?
INTERVIEWER: PROPERTY REFERS TO WHATEVER PART R OWNS OF
THEIR HOUSE AND LOT, APARTMENT, BUILDING, FARM OR
RANCH. INCLUDE THE PART OF THE PROPERTY THAT R OWNS; FOR
FARMS/RANCHES, INCLUDE ALL OWNED LAND AND STRUCTURES.
Code value
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
is operated as a business: X501=4 or 5 and X503=1;
some living arrangement other than owns: X701^=1 and
X7133^=1)
In what month and year did you first purchase any part of
this property?
(INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.)
X719 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
not owned at least in part: X501=4 or 5 and X508^=1 or
2; some living arrangement other than owns: X701^=1 and
X7133^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X720 Code year (4 digits)
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
not owned at least in part: X501=4 or 5 and X508^=1 or
2; some living arrangement other than owns: X701^=1 and
X7133^=1)
**************************************************
FOR THE PUBLIC DATASET, BOTTOM-CODED AT 1920
**************************************************
X718 CODE GIFT/INHERITANCE
1. GIFT/INHERITANCE
5. R PURCHASED
0. Inap. (R lives in MH: X501=2; R lives on farm and farm
not owned at least in part: X501=4 or 5 and X508^=1 or
2; some living arrangement other than owns: X701^=1 and
X7133^=1)
(ALL OWNERS EXCEPT MH)
X717 How much did it cost when you originally acquired it?
INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.
Code value
0. Inap. (R lives in MH: X501=2; R owns neither farm nor
other type of dwelling: X508^=1 or 2 and X701^=1, 3,
4, 5, or 6 and X7133^=1)
(ALL TYPES OF OWNERS)
X721 What are the real estate taxes on this home and land?
What are the real estate taxes on this land?
What are the real estate taxes on this home?
What are the real estate taxes on this farm?
What are the real estate taxes on this ranch?
What are the real estate taxes on the part of the ranch you own?
What are the real estate taxes on the part of the farm you own?
What are the real estate taxes on this unit?
What are the real estate taxes on this property?
Code amount
-1. None
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1)
X722 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often do you pay this amount?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
22. Varies
-7. Other
-1. None
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1)
X723 Is there a mortgage or land contract on this (home/home and
land/apartment/property)? (Do not include home equity loans
or lines of credit.)
(IF R SAYS BOTH MORTGAGE AND LAND CONTRACT, CHOOSE MORTGAGE)
1. Yes, mortgage
2. Yes, land contract
5. No
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1)
X830 Do you have a second mortgage or a land contract on this
property? (Please do not include any home equity lines of
credit.)
INTERVIEWER: A HOME EQUITY LINE OF CREDIT IS AN AGREEMENT
WHERE THE R CAN BORROW AT ANY TIME USING THE HOUSE AS
COLLATERAL, UP TO SOME LIMIT. A HOME EQUITY LOAN IS A FIXED
LENGTH, FIXED MONTHLY PAYMENT LOAN.
1. Yes, second mortgage
2. Yes, land contract
5. No
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723=5)
X931 Do you have any other loans that use this property as collateral?
Do you have any loans that use this property as collateral?
(Please do not include any home equity lines of credit.)
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
first mortgage but no second mortgage: X723=1 and X830^=1)
-----------------------------------------------------------------------------
MORTGAGES/LAND CONTRACTS/EQUITY LOANS ON PRINCIPAL RESIDENCE
#1 refers to first mortgage
#2 refers to second mortgage
#3 refers to other home equity loan other than a home equity line of credit
-----------------------------------------------------------------------------
X724(#1) Is the first or main mortgage a federally guaranteed
mortgage, such as FHA or VA?
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no mortgage: X723=5)
X726(#1) Is it an FHA mortgage, a VA mortgage, or is it from some
other program?
1. Federal Housing Administration (FHA)
2. Veteran's Administration (VA)
3. Federal land bank
4. Federal National Mortgage Association ("Fannie Mae")
5. Federal Home Loan Mortgage Corp. ("Freddie Mac")
10. State housing programs
11. First-time buyer program, n.e.c.
12. Other Federal loan program
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no mortgage: X723=5; not federally guaranteed: X724^=1)
X727(#1) Why did you choose this type of loan?
Credit Terms/Cost Of Loan
1. Interest rate -- low (er) / reasonable/best available rates
4. Finance charges low (er) or none (other than interest
or NA if includes interest.)
5. Amount of the down payment
6. Size of (monthly) payments; payment amount; longer
contracts -- more time to pay off loan
9. Easier to get credit -- require less
information/collateral; less stringent rules for
giving credit; get credit approval faster; no red tape
25. Credit terms/arrangements -- NA what: "affordable terms"
26. Give the best (a better) deal -- NA how
29. Other credit terms or cost of loan
83. Recommended
90. Assumed or assumable; seller-financed
80. No Choice, NEC
81. Used before, always use
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no mortgage: X723=5; not federally guaranteed: X724^=1)
X725(#1) Does this mortgage carry any type of private mortgage
insurance or PMI against default?
(IF R ASKS: DO NOT INCLUDE MORTGAGE LIFE INSURANCE.)
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no mortgage: X723=5; has VA/FHA: X724=1)
About this mortgage, in what month and year did you obtain
or last refinance it?
About this land contract, in what month and year did you
obtain or last refinance it?
About this loan, in what month and year did you obtain or
last refinance it?
X801(#1) Code month
X901(#2) 1. January
X1001(#3) 2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no mortgage: X723=5)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X802(#1) Code year (4 digits)
X902(#2) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X1002(#3) X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no mortgage: X723=5)
X803(#1) Was this mortgage assumed from the previous owner?
X903(#2)
Was this land contract assumed from the previous owner?
Was this second mortgage assumed from the previous owner?
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no mortgage: X723=5; year of mortgage not same as year
of purchase: X802^=X611, X616, X626, X630, X634, and X720)
X7137(#1) Did you take out this mortgage to: refinance or rollover an
earlier loan, borrow additional money on your home equity,
or to do both?
1. Refinance or rollover an earlier loan,
2. Borrow additional money on your home equity,
3. Do both?
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no mortgage: X723=5; year of mortgage same as year
of purchase: X802=one of X606, X611, X616, X626, X630,
X634, or X720)
X6723(#1) For what purpose was the money used?
LOAN PURPOSE MASTER CODE LIST
Home Purchase, Addition or Repair of Current Residence
1. Own home purchase
3. Home improvements or additions (incl. assessments for
sewer/sidewalk, etc.)
4. Home repairs/maintenance/upkeep
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 code
34); lamps; mattress and spring combinations; rug
and/or carpet; other household furnishings
20. Vaccum cleaners
23. Home computer; calculator; computer terminal
24. Truck/jeep/utility vehicle
25. Combination of appliances (incl. TV); "appliances" -- NA type
26. Combination of furniture and appliances
29. Other appliances or durable goods; sewing machine; typewriter
31. Stereo; phonograph (may include radio); include sound
equipment; amplifiers here; radio (AM or FM); tuner;
CB equipment; tape recorder, tape player (cassette or
reel-to-reel); CD player
34. Piano; Organ
35. Musical instruments (excl. piano and organ)
36. TV -- color or black and white; "home entertainment
center" (including combination TV, radio, phonograph);
video cassette recorder/player (VCR); video camera
(Cam-corder)
49. Other small/indoor hobby and entertainment items
(incl. pool tables and regular cameras)
50. Power tools and yard equipment
61. Boat; boating equipment (incl. trailer), airplane,
airplane equipment
63. Montorcycles; bicycle; moped; snowmobiles; off-road vehicles
65. Camper-trailers; RV -- NFS
67. Cottage; vacation property; mobile homes -- seasonal
residence (if current residence, code 01); "motorhome"
69. Other outdoor recreation items; horse
71. Invest in Bus #1
72. Invest in Bus #2
73. Invest in Bus #3
74. Invest in own business, other than 71-73 or NA which or all
75. Business investment (own) (exc. 71-74),
incl. businesses now defunct
76. Other asset investment; bought stocks/bonds; IRA
deposit; gold; "investment" -- NFS
78. Investment real estate (incl. cemetery plots and
additions and repairs to investment property);
farmland (exc. 71-74); include businesses of
self-employed R's who don't report a business in the F
section
79. Other investments
80. Divorce/separation 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/other "occasions"
88. Moving expenses
89. Other special expenses; encyclopedia; health membership
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 (including combinations)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no mortgage: X723=5; year of mortgage same as year
of purchase: X802=one of X611, X616, X626, X630, X634,
or X720; additional money not taken out on loan:
X7137^=2 or 3)
X804(#1) How much did you borrow or refinance?
X904(#2)
X1004(#3) Code amount
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage:
X830^=1/no third mortgage: X930^=1 or (X723=5 and X830^=1))
X805(#1) How much is still owed on this loan?
X905(#2)
X1005(#3) Code amount
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage:
X830^=1/no third mortgage: X930^=1 or (X723=5 and X830^=1))
How many years or payments did you agree upon when the loan
was taken out or refinanced?
X806(#1) NUMBER OF YEARS
X906(#2)
X1006(#3) Code number of years
-1. NO SET NUMBER OF YEARS
-7. Unable to calculate from number of payments
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage:
X830^=1/no third mortgage: X930^=1 or (X723=5 and X830^=1))
X807(#1) NUMBER OF PAYMENTS
X907(#2)
X1007(#3) Code number of payments
-1. NO SET NUMBER OF PAYMENTS
-7. Unable to calculate from number of years
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage:
X830^=1/no third mortgage: X930^=1 or (X723=5 and X830^=1))
X9154(#1) Recode: Term of loan in months
X9155(#2)
X9156(#3) Code number of months
-1. NO SET NUMBER OF YEARS/PAYMENTS
-7. Unable to calculate from number of payments/years
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage:
X830^=1/no third mortgage: X930^=1 or (X723=5 and X830^=1))
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X808(#1) How much are the payments?
X908(#2)
X1008(#3) Code amount
-1. None
-2. NO REGULAR PAYMENTS
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage:
X830^=1/no third mortgage: X930^=1 or (X723=5 and X830^=1);
no set number of payments: X806/X906/X1006=-1 or
X807/X907/X1007=-1)
X809(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X909(#2) And how often are they due?
X1009(#3)
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
23. 13 times a year; every 4 weeks
24. Every 6 weeks
22. Varies
-1. NO PAYMENT
-2. NO REGULAR PAYMENTS
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage:
X830^=1/no third mortgage: X930^=1 or (X723=5 and X830^=1);
no set number of payments: X806/X906/X1006=-1 or
X807/X907/X1007=-1)
X813(#1) What is the typical payment?
X913(#2)
X1013(#3) Code amount
-1. None
-2. NO TYPICAL PAYMENTS
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage:
X830^=1/no third mortgage: X930^=1 or (X723=5 and X830^=1);
set number of payments and positive payment:
X806/X906/X1006^=-1 and X807/X907/X1007^=-1 and
X808/X908/X1008>0)
X814(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X914(#2) And how often is it made?
X1014(#3)
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
23. 13 times a year; every 4 weeks
24. Every 6 weeks
22. Varies
-1. NO PAYMENT
-2. NO TYPICAL PAYMENTS
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage:
X830^=1/no third mortgage: X930^=1 or (X723=5 and X830^=1);
set number of payments and positive payment:
X806/X906/X1006^=-1 and X807/X907/X1007^=-1 and
X808/X908/X1008>0)
X810(#1) Does the amount include property taxes or home owners
insurance? (Which?)
1. Taxes only
2. Insurance only
3. Both
4. Neither
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1; no typical payment:
X813=-1 or -2/X913=-1 or -2/X1013=-1 or -2)
X811(#1) Will the (regular) payments repay the loan completely, or
X911(#2) will there be a balance payable, or "balloon" payment, when
X1011(#3) the loan is due?
1. Repay completely
2. Balloon
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage: X830^=1/
no third mortgage: X930^=1 or (X723=5 and X830^=1; no
typical payment: X813=-1 or -2/X913=-1 or -2/X1013=-1 or -2)
X812(#1) What will the balance due or balloon payment be?
X912(#2)
X1012(#3) Code amount
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage: X830^=1/
no third mortgage: X930^=1 or (X723=5 and X830^=1; no
typical payment: X813=-1 or -2/X913=-1 or -2/
X1013=-1 or -2; no balloon payment: X811^=2/X911^=2/X1011^=2)
X7571(#1) Are you paying off this loan ahead of schedule, behind
X7570(#2) schedule, or are the payments about on schedule?
X7569(#3)
1. On schedule
2. Ahead of schedule
3. Behind schedule
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage: X830^=1/
no third mortgage: X930^=1 or (X723=5 and X830^=1;
no set number of payments: X811=-1/X911=-1/X1011=-1;
no typical payment: X813=-1 or -2/X913=-1 or -2/
X1013=-1 or -2)
X815(#1) When do you expect this loan to be repaid?
X915(#2)
X1015(#3) Code year (4 digits)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage: X830^=1/
no third mortgage: X930^=1 or (X723=5 and X830^=1;
no set number of payments: X811=-1/X911=-1/X1011=-1;
loan on schedule: X7571=1/X7570=1/X7569=1)
X816(#1) What is the current annual rate of interest being charged
X916(#2) on the loan?
X1016(#3)
Code percent * 100
-1. No interest
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage: X830^=1/
no third mortgage: X930^=1 or (X723=5 and X830^=1)
X817(#1) Please look at the Institutions Card. Is the loan with any
X917(#2) of the institutions on the Institutions Card, or from
X1017(#3) someplace else? (IF INSTITUTIONS CARD: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is that?)
(INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW
INSTITUTION IS MENTIONED AT THIS POINT.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage: X830^=1/
no third mortgage: X930^=1 or (X723=5 and X830^=1)
X9083(#1) Recode: type of institution
X9084(#2)
X9085(#3) See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage: X830^=1/
no third mortgage: X930^=1 or (X723=5 and X830^=1)
X7568(#1) Is this the same institution as the one from which you
originally took out this loan?
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1)
X819(#1) (SHOW CARD 4)
What was the most important reason you chose the original lender?
What is the most important reason you chose this lender?
(Was it because they were recommended to you, because they
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. Recommended
2. Low interest
3. Location of offices
4. Other business
5. Easy to qualify (for credit); only place that would
give us a loan
6. Many services in one place
10. Low fees/service charges
11. Personal relationship; they know me; know/like them;
R/Spouse works there
21. No choice -- assumed existing debt and lender from
previous owner
22. No choice--financed through contractor/developer/prev.
owner/builder and this was their financial institution/
land contract
23. No choice (n.e.c.)
24. Flexible loan terms; choice of loan terms
25. Handled VA loans
26. Participated in first time buyer program
27. Government-sponsored program n.e.c.
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1)
NOTE; SHOW CARD 5 contained a vertical column of the
following items: "Recommended," "Low interest rates,"
"Location of offices," "Other business with them," "Easier
to quality," " Other reason."
X918(#2) Was the money from this loan used for the purchase of this
X1018(#3) home or for some other purpose?
1. Home purchase
3. Home improvements
See LOAN PURPOSE MASTER CODE LIST at X6723 for other codes
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no second mortgage: X830^=1/no third mortgage: X930^=1
or (X723=5 and X830^=1)
X820(#1) Is this an adjustable rate loan; that is, does it have
X920(#2) an interest rate that can rise or fall from time to time?
X1020(#3)
Is this an adjustable rate mortgage; that is, does it have
an interest rate that can rise or fall from time to time?
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1/no second mortgage: X830^=1/
no third mortgage: X930^=1 or (X723=5 and X830^=1)
X821(#1) Does the change in your interest rate depend on some other
interest rate?
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1; not adjustable rate: X820^=1)
X822(#1) On what other rate does it depend?
1. Consumer Price Index (CPI); "cost of living
2. GNP (Gross National Product) Deflater
3. Prime (interest) Rate
4. Treasury Bill Rate (T-Bill rate)
5. "Current rate" or "going rate" -- NFS
6. District/regional rate
7. Other index; index NEC
8. CD rate
9. Other rate
11. FHLBB (Federal Home Loan Bank Board)
12. FSLIC (Federal Savings and Loan Ins. Corp)
13. Ginny Mae rate
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1; not adjustable rate: X820^=1)
How often can your interest rate change?
X823(#1) Code number of times
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1; not adjustable rate: X820^=1)
X824(#1) Code frequency
1. Day
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only/in total
11. Twice per year; every six months
12. Bimonthly; every two months
13. Every three years
15. Continuously floating rate/whenever rate changes
16. Per 7 years
18. Hour
22. Varies
25. Every two years
26. Every four years
27. Every five years
28. Every ten years
30. At seven years
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1; not adjustable rate: X820^=1)
X825(#1) When the interest rate on your mortgage changes, does the
size of your monthly payments also change?
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1; not adjustable rate: X820^=1)
X826(#1) What is the most the rate can rise at any one time?
(POINTS = PERCENTAGE POINTS)
Code percent * 1
-2. No limit
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1; not adjustable rate: X820^=1)
X828(#1) What was the interest rate on this mortgage when you first
got it?
Code percent * 1
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1; not adjustable rate: X820^=1)
X827(#1) What is the highest the rate can go up to over the life
of the loan?
INTERVIEWER: WE WANT THE HIGHEST RATE ALLOWED, NOT THE MAXIMUM
AMOUNT BY WHICH THE RATE COULD RISE.
Code percent * 1
-2. No limit
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1; not adjustable rate: X820^=1)
X829(#1) Is this a convertible mortgage; that is do you have an
option to convert it to a mortgage with a fixed interest rate?
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no first mortgage: X723^=1; not adjustable rate: X820^=1)
-----------------------------------------------------------------------------
OTHER LOAN USED TO PURCHASE PROPERTY
-----------------------------------------------------------------------------
X1032(#1) Do you owe money on any other loans used for the purchase of
this property, such as loans from relatives or the seller?
Do you owe money on any loans used for the purchase of
this property, such as loans from relatives or the seller?
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?
Do you and your family living here owe money on any 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.)
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1)
In what month and year was this loan taken out?
X1033 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X1034 Code year (4 digits)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1)
X1035 How much was borrowed, not including finance charges?
Code amount
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1)
X1036 Is this a regular installment loan where you pay a fixed
dollar amount each month for a fixed number of months until
the loan is repaid, or some other kind?
1. Regular installment
2. Other kind
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1)
How many monthly payments or years were agreed upon when
the loan was received?
X1038 Code number of years
-1. No set number of years
-7. Unable to calculate from number of payments
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1; not a
regular loan: X1036^=1)
X1037 Code number of payments
-1. No set number of payments
-7. Unable to calculate from number of years
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1; not a
regular loan: X1036^=1)
X9160 Recode: term of loan in months
-1. No set number of years/payments
-7. Unable to calculate from number of years/payments
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1; not a
regular loan: X1036^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X1039 How much are the payments?
Code amount
-1. Nothing
-2. No regular payment
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1; not a
regular loan: X1036^=1; no set number of payments:
X1038=-1)
X7567 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often are they made?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1; not a
regular loan: X1036^=1; no set number of payments:
X1038=-1)
X1040 What is the typical payment?
Code amount
-1. Nothing
-2. No typical payment
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1; regular
loan and regular payments: X1036=1 and X1039>0)
X1041 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is it made?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
22. Varies
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1; regular
loan and regular payments: X1036=1 and X1039>0)
X7566 Are you paying off this loan ahead of schedule, behind
schedule, or are the payments about on schedule?
1. On schedule
2. Ahead of schedule
3. Behind schedule
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1; not regular
loan: X1036^=1; no regular payment: X1039<=0)
In what month and year do you expect this loan to be repaid?
X1042 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1; payments on
schedule: X7566=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X1043 Code year (4 digits)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1; payments on
schedule: X7566=1)
X1044 How much is still owed on this loan?
Code amount
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1)
X1045 What is the current annual rate of interest being charged
on this loan?
Code percent * 100
-1. Nothing
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1)
X1046 Please look at the Institutions Card. Is the loan with any
of the institutions on the Institutions Card, or from
someplace else? (IF INSTITUTIONS CARD: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is that?)
(INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW
INSTITUTION IS MENTIONED AT THIS POINT.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1)
X9086(#1) Recode: type of institution
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no other loan for home purchase: X1032^=1)
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
LINES OF CREDIT
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X1101 Do you 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.
Do you have a home 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.
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.
Do you or anyone in your family living here have a home
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.)
1. YES
5. NO
X1102 How many lines of credit do you have?
How many lines of credit do you and your family living here
have?
Code number
0. Inap. (no lines of credit: X1101=5)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
********************************************
X6686 Originally reported value of X1102 (see introduction)
Code number
0. Inap. (no lines of credit: X1101=5)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
********************************************
-----------------------------------------------------------------------------
#1 refers to first line of credit
#2 refers to second line of credit
#3 refers to third line of credit
#4 refers to all remaining lines of credit
-----------------------------------------------------------------------------
X1103(#1) Is this line of credit secured by the equity in your home?
X1114(#2)
X1125(#3) Is the largest line of credit secured by the equity in your home?
Is the next line of credit secured by the equity in your home?
1. YES
5. NO
0. Inap. (no lines of credit: X1101=5/no second line of
credit: X1102<2/no third line of credit: X1102<3;
does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and
X7133^=1)
X1105(#1) Are you currently borrowing any money against this line of
X1116(#2) credit?
X1127(#3)
1. YES
5. NO
0. Inap. (no lines of credit: X1101=5/no second line of
credit: X1102<2/no third line of credit: X1102<3)
X7141(#1) How much did you borrow the most recent time you used this
X7142(#2) line?
X7143(#3)
Code amount
0. Inap. (no lines of credit: X1101=5/no second line of
credit: X1102<2/no third line of credit: X1102<3;
not currently borrowing: X1105^=1/X1116^=1/X1127^=1)
X1106(#1) What was the money used for? (What was its major use?)
X1117(#2)
X1128(#3) See LOAN PURPOSE MASTER CODE LIST at X6723
0. Inap. (no lines of credit: X1101=5/no second line of
credit: X1102<2/no third line of credit: X1102<3;
not currently borrowing: X1105^=1/X1116^=1/X1127^=1)
X1108(#1) How much is currently owed?
X1119(#2)
X1130(#3) Code amount
0. Inap. (no lines of credit: X1101=5/no second line of
credit: X1102<2/no third line of credit: X1102<3;
not currently borrowing: X1105^=1/X1116^=1/X1127^=1)
X1109(#1) What is the typical payment?
X1120(#2)
X1131(#3) Code amount
-1. Nothing
-2. No typical payment
0. Inap. (no lines of credit: X1101=5/no second line of
credit: X1102<2/no third line of credit: X1102<3;
not currently borrowing: X1105^=1/X1116^=1/X1127^=1)
X1110(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X1121(#2) And how often is it made?
X1132(#3)
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. In total
11. Twice per year
12. Bimonthly
22. Varies
0. Inap. (no lines of credit: X1101=5/no second line of
credit: X1102<2/no third line of credit: X1102<3;
not currently borrowing: X1105^=1/X1116^=1/X1127^=1)
X1111(#1) What is the current annual rate of interest being charged
X1122(#2) on this loan?
X1133(#3)
Code percent * 100
-1. Nothing
0. Inap. (no lines of credit: X1101=5/no second line of
credit: X1102<2/no third line of credit: X1102<3;
not currently borrowing: X1105^=1/X1116^=1/X1127^=1)
X1112(#1) (Please look at the Institutions Card.) Is this line of
X1123(#2) credit with any of the institutions on the Institutions
X1134(#3) Card, or from someplace else? (IF INSTITUTIONS CARD: Which
institution?) (IF SOMEPLACE ELSE: What type of institution
is that?) (INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE
IF A NEW INSTITUTION IS MENTIONED AT THIS POINT.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no lines of credit: X1101=5/no second line of
credit: X1102<2/no third line of credit: X1102<3)
X9087(#1) Recode: type of institution
X9088(#2)
X9089(#3) See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no lines of credit: X1101=5/no second line of
credit: X1102<2/no third line of credit: X1102<3)
X1104(#1) What is the maximum amount you could borrow on this
X1115(#2) line of credit (including what you owe now)?
X1126(#3)
What is the maximum amount you could borrow on this line of
credit?
Code amount
0. Inap. (no lines of credit: X1101=5/no second line of
credit: X1102<2/no third line of credit: X1102<3)
X1136(#4) What is the total amount that you currently owe on all
other remaining lines of credit?
What is the total amount that you and your family living
here currently owe on all other remaining lines of credit?
Code amount
-1. Nothing
0. Inap. (no lines of credit: fewer than four lines
credit: X1102<4)
X8401(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (Does not have any lines of credit: X1101=5;
fewer than four lines of credit: X1102<4; did
break off early in grid)
-----------------------------------------------------------------------------
HOME IMPROVEMENTS
-----------------------------------------------------------------------------
X1201 Have you ever made any major additions or done extensive
remodeling to this property?
Have you and your family living here ever made any major
additions or done extensive remodeling to this property?
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1)
X1202 Roughly what was the total cost of all remodeling or
additions to this property?
Code amount
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1)
X1203 Other than what I have already recorded, do you owe any
money on loans taken out for these projects?
Other than what I have already recorded, do you or your
family living here owe any money on loans taken out for
these projects?
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1)
In what month and year was the most recent loan taken out?
X1204 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no home improvement loan:
X1203^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X1205 Code year (4 digits)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no home improvement loan:
X1203^=1)
X1206 How much was borrowed, not including finance charges?
Code amount
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no home improvement loan:
X1203^=1)
X1207 Is this a regular installment loan where you pay a fixed
dollar amount each month for a fixed number of months until
the loan is repaid, or some other kind?
1. Regular installment
2. Other kind
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no home improvement loan:
X1203^=1)
How many monthly payments or years were agreed upon when
the loan was received?
X1209 Code number of years
-1. No set number of years
-7. Unable to calculate from number of payments
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no home improvement loan:
X1203^=1; not a regular loan: X1207^=1)
X1208 Code number of payments
-1. No set number of payments
-7. Unable to calculate from number of years
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no home improvement loan:
X1203^=1; not a regular loan: X1207^=1)
X9161 Recode: term of loan in months
-1. No set number of years/payments
-7. Unable to calculate from number of years/payments
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no home improvement loan:
X1203^=1; not a regular loan: X1207^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X1210 How much are the payments?
Code amount
-1. Nothing
-2. No regular payment
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no home improvement loan:
X1203^=1; not a regular loan: X1207^=1;
no set number of payments: X1209=-1)
X7565 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often are they made?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no loan for home
improvements: X1203^=1; not a regular loan: X1207^=1;
no set number of payments: X1209=-1)
X1211 What is the typical payment?
Code amount
-1. Nothing
-2. No typical payment
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no loan for home
improvements: X1203^=1; not a regular loan and regular
payments: X1210>0)
X1212 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is it made?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
22. Varies
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no loan for home
improvements: X1203^=1; not a regular loan and regular
payments: X1210>0)
X7564 Are you paying off this loan ahead of schedule, behind
schedule, or are the payments about on schedule?
1. On schedule
2. Ahead of schedule
3. Behind schedule
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no loan for home
improvements: X1203^=1; not a regular loan: X1207^=1;
no regular payment: X1210<=0)
In what month and year do you expect this loan to be repaid?
X1213 Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no loan for home
improvements: X1203^=1; payments on schedule: X7564=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X1214 Code year (4 digits)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no loan for home
improvements: X1203^=1; payments on schedule: X7564=1)
X1215 How much is still owed on this loan?
Code amount
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no loan for home
improvements: X1203^=1)
X1216 What is the current annual rate of interest being charged
on this loan?
Code percent * 100
-1. Nothing
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no loan for home
improvements: X1203^=1)
X1217 Please look at the Institutions Card. Is the loan with any
of the institutions on the Institutions Card, or from
someplace else? (IF INSTITUTIONS CARD: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is that?)
(INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW
INSTITUTION IS MENTIONED AT THIS POINT.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no loan for home
improvements: X1203^=1)
X9090(#1) Recode: type of institution
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1;
no improvements: X1201^=1; no loan for home
improvements: X1203^=1)
X1218 Do you owe money on more than one loan for home additions
or improvements to this property?
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and
X7133^=1; no improvements: X1201^=1; no home
improvement loan: X1203^=1)
X1219 Altogether, how much is still owed on all other loans for
additions or improvements to this property?
Code amount
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and
X7133^=1; no improvements: X1201^=1; no home
improvement loan: X1203^=1; no additional home
improvement loans: X1218^=1)
X1220 Altogether, how much are the payments?
Code amount
-1. None
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and
X7133^=1; no improvements: X1201^=1; no home
improvement loan: X1203^=1; no additional home
improvement loans: X1218^=1)
X1221 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often are they made?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and
X7133^=1; no improvements: X1201^=1; no home
improvement loan: X1203^=1; no additional home
improvement loans: X1218^=1)
-----------------------------------------------------------------------------
RENT OUT ANY PORTION OF PROPERTY
-----------------------------------------------------------------------------
X1223 Do you rent out any portion of this (house or
lot/apartment/mobile/home/building) to others?
Do you or anyone in your family here rent out any portion
of this (house or lot/apartment/mobile home/building) to
others?
1. YES
5. NO
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and
X7133^=1; R lives on farm: X501=4 or 5)
X1224 How much rent do you collect?
Code amount
-1. Nothing
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and
X7133^=1; R lives on farm: X501=4 or 5; does not rent
part of home: X1223^=1)
X1225 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount collected?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
-1. No rent collected
0. Inap. (Does not own any part of HU: X508^=1 or 2 and
X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and
X7133^=1; R lives on farm: X501=4 or 5; does not rent
part of home: X1223^=1)
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
LAND CONTRACTS AND NOTES GIVEN BY R
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X1401 Have you ever sold any real estate for which you loaned
money to the buyer? Please include accepting a note, land
contract, or mortgage from the buyer.
Have you or anyone in your family living here ever sold
any real estate for which you loaned money to the buyer?
Please include accepting a note, land contract, or mortgage
from the buyer.
1. YES
5. NO
X1402 Does the buyer still owe you money on any of these notes,
land contracts, or mortgages?
Does the buyer still owe your family money on any of these
notes, land contracts, or mortgages?
1. YES
5. NO
0. Inap. (Never made any such loans: X1401=5)
X1403 Altogether, on how many such loans are you owed money?
Altogether, on how many such loans is your family owed money?
Code number
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 15
*********************************************
X6687 Originally reported value of X1403 (see introduction)
Code number
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 15
*********************************************
-----------------------------------------------------------------------------
#1 refers to first loan
#2 refers to second loan
#3 refers to third loan
#4 refers to all remaining loans
-----------------------------------------------------------------------------
X1404(#1) About this loan, is it a land contract, a mortgage, or
X1504(#2) something else?
X1604(#3)
About the largest loan, is it a land contract, a mortgage,
About the next largest loan, is it a land contract, a
mortgage, or something else?
1. land contract/lease purchase
2. mortgage
3. something else
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3)
X1405(#1) How much are you owed on this note?
X1505(#2)
X1605(#3) How much are you and your family owed on this note?
Code amount
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; loan is land contract or
mortgage: X1401=1 or 2/X1504=1 or 2/X1604=1 or 2)
In what month and year was this loan taken out?
X1406(#1) Code month
X1506(#2) 1. January
X1606(#3) 2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; loan is not land contract
or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X1407(#1) Code year (4 digits)
X1507(#2) 0. Inap. (Never made any such loans: X1401=5; no such
X1607(#3) loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; loan is not land contract
or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2)
X1408(#1) How much money did you lend the borrower?
X1508(#2)
X1608(#3) How much money did your family lend the borrower?
Code amount
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; loan is not land contract
or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2)
X1409(#1) How much is still owed on this loan?
X1509(#2)
X1609(#3) Code amount
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; loan is not land contract
or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2)
X1410(#1) How much are the loan payments?
X1510(#2)
X1610(#3) Code amount
-1. Nothing
-2. No regular payments
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; loan is not land contract
or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2)
X1411(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X1511(#2) And how often are they due?
X1611(#3)
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. In total
11. Twice per year
12. Bimonthly
22. Varies
-1. Nothing
-2. No regular payments
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; loan is not land contract
or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2)
When the loan was taken out, was it agreed upon that there
were going to be a number of years , a number of payments,
or was there no set number of years or payments?
X1412(#1) Code number of years
X1512(#2) -1. No set number of years
X1612(#3) -7. Unable to calculate from number of payments
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; loan is not land contract
or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2)
X1413(#1) Code number of payments
X1513(#2) -1. No set number of payments
X1613(#3) -7. Unable to calculate from number of years
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; loan is not land contract
or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2)
X1414(#1) Will the regular payments pay off the loan completely or
X1514(#2) will there be a balance payable or "balloon" when the loan
X1614(#3) is due?
1. REPAID COMPLETELY
5. BALANCE PAYABLE OR BALLOON
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; loan is not land contract
or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2;
no set number of payments: X1413=-1/X1513=-1/X1613=-1)
X1415(#1) What will the balance payable or balloon payment be?
X1515(#2)
X1615(#3) Code amount
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; loan is not land contract
or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2;
no set number of payments: X1413=-1/X1513=-1/X1613=-1;
no balloon payment: X1414^=5/X1514^=5/X1614^=5)
X1416(#1) Do you still owe any money on loans for this property?
X1516(#2)
X1616(#3) Do you or your family living here still owe any money
on loans for this property?
1. YES
5. NO
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3)
X1417(#1) How much do you still owe?
X1517(#2)
X1617(#3) Code amount
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1/fewer than 2 loans: X1403<2/
fewer than 3 loans: X1403<3; R owes no money on property
X1416^=1/X1516^=1/X1616^=1)
X1619(#4) About how much in total is owed to you on the remaining
notes, land contracts, or mortgages?
About how much in total is owed to your family on the
remaining notes, land contracts, or mortgages?
Code amount
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1; fewer than 4 loans: X1403<4)
X8402(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1; did not break off early in
grid)
X1620(#4) Do you still owe any money on loans for these other
properties?
Do you or your family here still owe any money on loans
for these other properties?
1. YES
5. NO
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1; fewer than 4 loans: X1403<4)
X8403(#4) Original value for Rs who did not provide complete
information within the grid structure (see introduction)
1. YES
5. NO
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1; did not break off early in
grid)
X1621(#4) Altogether how much do you still owe?
Altogether how much does your family still owe?
Code amount
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1; fewer than 4 loans: X1403<4;
R owes no money on properties: X1620^=1)
X8404(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (Never made any such loans: X1401=5; no such
loans currently: X1402^=1; did not break off early in
grid; no money owed on properties underlying loans:
X8403^=1)
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
INVESTMENT REAL ESTATE AND VACATION PROPERTIES
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X1700 Do you own any (other) real estate such as a lot, vacation
home, timeshare, apartment building, commercial property, or
other investment property, including properties owned in
partnership with other people?
Do you or anyone in your family living here own any (other)
real estate such as a lot, vacation home, timeshare,
apartment building, commercial property, or other investment
property, including properties owned in partnership with
other people?
1. YES
5. NO
X7555 Are any of these properties owned by a business?
1. YES
5. NO
0. Inap. (No properties: X1700=5)
X1701 How many properties that are not owned by a business do
you own or have an interest in?
How many properties that are not owned by a business do you
and your family living here own or have an interest in?
Earlier you told me you own your home separately from the
other unit you own on the property. Please include the
rest of the property here.
Earlier you told me you own your home separately from the
other units you own on the property. Please include the
rest of the property here.
Code number
-1. None
0. Inap. (No properties: X1700=5)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 20
*********************************************
X6688 Originally reported value of X1701 (see introduction)
Code number
-1. None
0. Inap. (No properties: X1700=5)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 20
*********************************************
-----------------------------------------------------------------------------
#1 refers to first property
#2 refers to second property
#3 refers to third property
#4 refers to all remaining vacation properties
#5 refers to all remaining properties other than vacation properties
-----------------------------------------------------------------------------
X1703(#1) I want to ask first about the property where you live.
X1803(#2) In the questions that follow, please give me the amounts
X1903(#3) for the building excluding your unit.
I want to ask about the property where you live.
In the questions that follow, please give me the amounts
for the building excluding your unit.
I want to ask first about the most valuable property.
About the property.....
About the next most valuable property.....
What type of property is this?
10. Farm/Ranch -- any mention
11. Land only: Lot, tract, acreage; building lots; "farmland"
12. Land and (seasonal) residence (exc. 14); "house + 50 acres"
13. Land and some other type of structure
14. Land and trailer/mobile home
21. Seasonal/vacation house (winter/summer home; cottage; etc.)
22. Trailer/Mobile Home
24. Mobile home park
25. Time-share ownership -- any
40. One single family house
41. Multiple single family houses
42. Duplex 2 unit residence
43. Triplex - 3 unit residence
44. Fourplex - 4 unit residence
45. 5 or more unit residence
46. "Apartment house" -- NA # of units; "rental" units or
property NFS
47. Other business/commercial property (exc. 41-46)
48. Business/commercial and residentaial combination
49. Condominium
50. Residential
51. Garage
52. Burial lot
-7. Other, including combinations
999. Misc. vacation property mapped from mop-up question
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1)
*******************************************************
FOR THE PUBLIC DATASET, CODES 12, 13, 14, 22, AND
24 ARE COMBINED WITH 12; CODE 25 IS COMBINED WITH
21; CODES 43 AND 44 COMBINED WITH 42; CODE 48 IS
COMBINED WITH 47; CODE 46 IS COMBINED WITH 45;
CODE 52 IS COMBINED WITH -7.
*******************************************************
X1704(#1) Is this property owned by you, is it owned jointly with
X1804(#2) others, owned by a partnership, is it a timeshare, or what?
X1904(#3)
Is this property owned by you and your family living here,
is it owned jointly with others, owned by a partnership,
is it a timeshare, or what?
1. OWNED BY R (AND FAMILY LIVING THERE)
2. OWNED JOINTLY
3. PARTNERSHIP; limited partnership
4. REAL ESTATE INVESTMENT TRUST (REIT)
5. TIMESHARE
8. Property moved from mopup and assumed to be all R's (value
collected in mopup is R's share)
10. Corporation NEC
-7. Other; including combinations
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3)
X1705(#1) What percentage of the property do you own?
X1805(#2)
X1905(#3) What percentage of the property do you and your family
living here own?
Code percent * 100
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3)
X1706(#1) How much in total is this timeshare worth?
X1806(#2)
X1906(#3) How much in total is this property worth?
I mean, what would it bring if it were sold today?
INTERVIEWER: WE WANT THE TOTAL VALUE OF THE PROPERTY, NOT
JUST R'S SHARE. (asked if property not a time share)
Code value
-1. Nothing
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3)
In what month and year did you first purchase this property?
In what month and year did you first purchase any part of
this property?
In what month and year did you first purchase this timeshare?
(INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.)
X1707(#1) Code month
X1807(#2) 1. January
X1907(#3) 2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X1708(#1) Code year (4 digits)
X1808(#2) 0. Inap. (No properties: X1700=5; no properties not owned
X1908(#3) by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3)
**************************************************
FOR THE PUBLIC DATASET, BOTTOM-CODED AT 1920
**************************************************
X1710(#1) CODE GIFT/INHERITANCE
X1810(#2) 1. GIFT/INHERITANCE
X1910(#3) 5. R PURCHASED
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3)
X1709(#1) What was the value of the property when received?
X1809(#2)
X1909(#3) What was the purchase price of your timeshare?
What was the total purchase price?
Code amount
-1. Nothing
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3)
X1711(#1) Are there any outstanding loans or mortgages on this timeshare?
X1811(#2)
X1911(#3) Are there any outstanding loans or mortgages on this property?
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3)
In what month and year did you obtain or last refinance the loan?
X1712#1) Code month
X1812(#2) 1. January
X1912(#3) 2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X1713(#1) Code year (4 digits)
X1813(#2) 0. Inap. (No properties: X1700=5; no properties not owned
X1913(#3) by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1)
X1714(#1) How much was borrowed or refinanced for your timeshare?
X1814(#2)
X1914(#3) In total, how much was borrowed or refinanced?
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1)
X1715(#1) How much is still owed?
X1815(#2)
X1915(#3) In total, how much is still owed?
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1)
How many years or what number of payments were agreed upon
when the loan was taken out?
In total, how many years or what number of payments were
agreed upon when the loan was taken out?
X1716(#1) Code number of years
X1816(#2) -1. No set number of years
X1916(#3) -7. Unable to calculate from number of payments
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1)
X1717(#1) Code number of payments
X1817(#2) -1. No set number of payments
X1917(#3) -7. Unable to calculate from number of years
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1)
X9157(#1) Recode: Term of loan in months
X9158(#2)
X9159(#3) Code months
-1. No set number of years/payments
-7. Unable to calculate from number of payments/years
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X1718(#1) How much are the payments?
X1818(#2)
X1918(#3) In total, how much are the payments?
Code amount
-1. Nothing
-2. No regular payments
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1; no set number of payments:
X1716=-1/X1816=-1/X1916=-1)
X1719(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X1819(#2) And how often are they due?
X1919(#3)
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
23. 13 times a year; every 4 weeks
24. Every 6 weeks
22. Varies
-1. NO PAYMENT
-2. NO REGULAR PAYMENTS
-7. Other
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1; no set number of payments:
X1716=-1/X1816=-1/X1916=-1)
X1723(#1) What is the typical payment?
X1823(#2) -1. None
X1923(#3) -2. NO TYPICAL PAYMENTS
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1; set number of payments and
positive amount of payments: X1716^=-1 and X1718>0/
/X1816^=-1 ad X1818>0/X1916^=-1 and X1918>0)
X1724(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X1824(#2) And how often is it made?
X1924(#3)
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
23. 13 times a year; every 4 weeks
24. Every 6 weeks
22. Varies
-1. NO PAYMENT
-2. NO TYPICAL PAYMENTS
-7. Other
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1; set number of payments and
positive amount of payments: X1716^=-1 and X1718>0/
/X1816^=-1 ad X1818>0/X1916^=-1 and X1918>0)
X1720(#1) Does this amount include property taxes or insurance?
X1820(#2) INTERVIEWER: PROBE FOR WHICH.
X1920(#3
1. Taxes only
2. Insurance only
3. Both
4. Neither
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1; no typical payment:
X1723=-1 or -1/X1823=-1 or -2/X1923=-1 or -2)
X1721(#1) Will the regular payments repay the loan completely or will
X1821(#2) there be a balance payable, or "balloon" payment when the
X1921(#3) loan is due?
1. Repay completely
5. Balloon
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1; no typical payment:
X1723=-1 or -1/X1823=-1 or -2/X1923=-1 or -2)
X1722(#1) What will the balance due or balloon payment be?
X1822(#2)
X1922(#3) Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1; no typical payment:
X1723=-1 or -1/X1823=-1 or -2/X1923=-1 or -2; no
balloon payment: X1721^=2/X1821^=2/X1921^=2)
X7554(#1) Is this loan being paid off ahead of schedule, behind
X7553(#2) schedule, or are the payments about on schedule?
X7552(#3)
1. On schedule
2. Ahead of schedule
3. Behind schedule
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1; no set number of payments:
X1716=-1/X1816=-1/X1916=-1; no typical payment:
X1723=-1 or -1/X1823=-1 or -2/X1923=-1 or -2)
X1725(#1) When do you expect this loan to be repaid?
X1825(#2)
X1925(#3) Code year (4 digits)
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1; no set number of payments:
X1716=-1/X1816=-1/X1916=-1; loan on schedule: X7554=1/
X7553=1/X7552=1)
X1726(#1) What is the current annual interest rate being charged on
X1826(#2) the loan?
X1926(#3)
Code percent * 100
-1. No interest
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1)
X1727(#1) Does this loan have an adjustable rate? That is, does it
X1827(#2) have an interest rate that can rise and fall from time to time?
X1927(#3)
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1)
X1728(#1) Please look at the Institutions Card. Is the loan with any
X1828(#2) of the institutions on the Institutions Card, or from
X1928(#3) someplace else? (IF INSTITUTIONS CARD: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is that?)
(INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW
INSTITUTION IS MENTIONED AT THIS POINT.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1)
X9099(#1) Recode: type of institution
X9100(#2)
X9101(#3) See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no loan on property:
X1711^=1/X1811^=1/X1911^=1)
X1729(#1) Did you receive any income from this property in 1994?
X1829(#2)
X1929(#3) Did your family living here receive any income from this
property in 1994?
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3)
X1730(#1) How much gross income did you receive?
X1830(#2)
X1930(#3) How much gross income did your family receive?
Code amount
-1. Nothing
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1/fewer than 2 properties: X1701<2/
fewer than 3 properties: X1701<3; no income from property:
X1719^-1/X1819^=1/X1929^=1)
X2001(#4) About the remaining properties that you own, are any of these
vacation homes or land you use for recreational purposes?
About the remaining properties that you and your family
living here own, are any of these vacation homes or land
you use for recreational purposes?
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4)
X8405(#4) Original value of total for Rs who did not provide complete
information within the grid structure (see introduction)
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid)
X2002(#4) How much in total is your share of these vacation homes or
recreational property worth?
How much in total is your family's share of these vacation
homes or recreational property worth?
Code value
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 or more properties, but no vacation
properties beyond 3rd property: X1701>=4 and
X2001^=1)
X8406(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no vacation properties among residual: X8405^=1)
X2003(#4) What was your total purchase price for these properties?
What was your family's total purchase price for these
properties?
(INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.)
Code value
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties
X1701<4; 4 or more properties, but no vacation:
properties beyond 3rd property: X1701>=4 and
X2001^=1)
X8407(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no vacation properties among residual: X8405^=1)
X2004(#4) CODE GIFT/INHERITANCE
1. GIFT/INHERITANCE
5. R PURCHASED
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 or more properties, but no vacation
properties beyond 3rd property: X1701>=4 and
X2001^=1)
X8408(#4) Original value for Rs who did not provide complete
information within the grid structure (see introduction)
Code gift/inheritance
1. GIFT/INHERITANCE
5. R PURCHASED
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no vacation properties among residual: X8405^=1)
X2005(#4) Are there any mortgages or loans outstanding against these
vacation homes or recreational land?
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 or more properties, but no vacation
properties beyond 3rd property: X1701>=4 and
X2001^=1)
X8409(#4) Original value for Rs who did not provide complete
information within the grid structure (see introduction)
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no vacation properties among residual: X8405^=1)
X2006(#4) Altogether, about how much is owed on your share of these
mortgages or loans?
Altogether, about how much is owed on your family's share
of these mortgages or loans?
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 or more properties, but no vacation
properties beyond 3rd property: X1701>=4 and
X2001^=1; no loans on property: X2005^=1)
X8410(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no vacation properties among residual: X8405^=1;
no mortgages on residual vacation properties: X8409^=1)
X2007(#4) How much are the payments on these loans or mortgages?
Code amount
-1. Nothing
-2. No regular payments
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 or more properties, but no vacation
properties beyond 3rd property: X1701>=4 and
X2001^=1; no loans on property: X2005^=1)
X2008(#4) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
23. 13 times a year; every 4 weeks
24. Every 6 weeks
22. Varies
-1. NO PAYMENT
-2. NO REGULAR PAYMENTS
-7. Other
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 or more properties, but no vacation
properties beyond 3rd property: X1701>=4 and
X2001^=1; no loans on property: X2005^=1)
X8411(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no vacation properties among residual: X8405^=1;
no mortgages on residual vacation properties: X8409^=1)
X8412(#4) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
23. 13 times a year; every 4 weeks
24. Every 6 weeks
22. Varies
-1. NO PAYMENT
-2. NO REGULAR PAYMENTS
-7. Other
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no vacation properties among residual: X8405^=1;
no mortgages on residual vacation properties: X8409^=1)
X2009(#4) Did you receive any income in 1994 from renting out these
vacation homes or recreational land?
Did you or your family living here receive any income in 1994
from renting out these vacation homes or recreational land?
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 or more properties, but no vacation
properties beyond 3rd property: X1701>=4 and
X2001^=1)
X8413(#4) Original value for Rs who did not provide complete
information within the grid structure (see introduction)
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no vacation properties among residual: X8405^=1)
X2010(#4) Altogether, how much gross income did you receive?
Altogether, how much gross income did your family receive?
Code amount
-1. Nothing
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 or more properties, but no vacation
properties beyond 3rd property: X1701>=4 and
X2001^=1; no income from property: X2009^=1)
X8414(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no vacation properties among residual: X8405^=1;
no rental income on residual vacation properties X8413^=1)
X2011(#5) Are there any remaining properties you own that you have
not told me details about?
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 properties and one vacation properties
beyond 3rd property: X1701=4 and X2001=1)
X8415(#5) Original value for Rs who did not provide complete
information within the grid structure (see introduction)
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid)
X2012(#5) For the remaining properties that you own, about how much
in total is your share worth? I mean, what could you sell
them for?
For the remaining properties that you own, about how much
in total is your family's share worth? I mean, what could
you sell them for?
Code amount
-1. Nothing
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 properties and one vacation properties
beyond 3rd property: X1701=4 and X2001=1)
X8416(#5) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no remaining properties among residual: X8415^=1)
X2013(#5) About how much was your total purchase price for these
properties?
About how much was your family's total purchase price for
these properties?
(INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.)
Code amount
-1. Nothing
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 properties and one vacation properties
beyond 3rd property: X1701=4 and X2001=1)
X8417(#5) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no remaining properties among residual: X8415^=1)
X2014(#5) CODE GIFT/INHERITANCE
1. GIFT/INHERITANCE
5. R PURCHASED
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 properties and one vacation properties
beyond 3rd property: X1701=4 and X2001=1)
X8418(#5) Original value for Rs who did not provide complete
information within the grid structure (see introduction)
Code gift/inheritance
1. GIFT/INHERITANCE
5. R PURCHASED
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no remaining properties among residual: X8415^=1)
X2015(#5) Are there mortgages or loans outstanding against these
properties?
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 properties and one vacation properties
beyond 3rd property: X1701=4 and X2001=1)
X8419(#5) Original value for Rs who did not provide complete
information within the grid structure (see introduction)
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no remaining properties among residual: X8415^=1)
X2016(#5) Altogether, about how much is owed on your share of these
mortgages or loans?
Altogether, about how much is owed on your family's share of
these mortgages or loans?
Code amount
-1. Nothing
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 properties and one vacation properties
beyond 3rd property: X1701=4 and X2001=1;
no loans on property: X2015^=1)
X8420(#5) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no remaining properties among residual: X8415^=1;
no mortgages on remaining properites: X8419^=1)
X2017(#5) How much are the payments on these loans or mortgages?
Code amount
-1. Nothing
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 properties and one vacation properties
beyond 3rd property: X1701=4 and X2001=1;
no loans on property: X2015^=1)
X2018(#5) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
23. 13 times a year; every 4 weeks
24. Every 6 weeks
22. Varies
-1. NO PAYMENT
-2. NO REGULAR PAYMENTS
-7. Other
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 properties and one vacation properties
beyond 3rd property: X1701=4 and X2001=1;
no loans on property: X2015^=1)
X8421(#5) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no remaining properties among residual: X8415^=1;
no mortgages on remaining properites: X8419^=1)
X8422(#5) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
23. 13 times a year; every 4 weeks
24. Every 6 weeks
22. Varies
-1. NO PAYMENT
-2. NO REGULAR PAYMENTS
-7. Other
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no remaining properties among residual: X8415^=1;
no mortgages on remaining properites: X8419^=1)
X2019(#5) Did you receive any income in 1994 from renting out any of
these properties?
Did you or your family living here receive any income in 1994
from renting out any of these properties?
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 properties and one vacation properties
beyond 3rd property: X1701=4 and X2001=1)
X8423(#5) Original value for Rs who did not provide complete
information within the grid structure (see introduction)
1. YES
5. NO
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no remaining properties among residual: X8415^=1)
X2020(#5) Altogether, how much gross income from these properties
did you receive in 1994?
Altogether, how much gross income from these properties
did your family receive in 1994?
Code amount
-1. Nothing
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; fewer than 4 properties:
X1701<4; 4 properties and one vacation properties
beyond 3rd property: X1701=4 and X2001=1;
no income from property: X2019^=1)
X8424(#5) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (No properties: X1700=5; no properties not owned
by a business: X1701=-1; did not break off early in
grid; no remaining properties among residual: X8415^=1;
no income from remaining properties: X8423^=1)
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
BUSINESSES
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X3101 DOES R OPERATE A FARM/RANCH BUSINESS ON THEIR PROPERTY?
(Coded automatically by CAPI program: X503=1 implies YES,
otherwise NO)
1. YES
5. NO
X3103 Now I would like to ask you about businesses you may own. Do
you own or share ownership in any privately-held businesses,
farms, professional practices, limited partnerships or any
other types of partnerships? Do not include corporations with
publicly-traded stock or any property partnerships that have
already been recorded earlier.
Now I would like to ask you about businesses you may own. Do
you and your family living here own or share ownership in any
privately-held businesses, farms, professional practices,
limited partnerships or any other types of partnerships? Do
not include corporations with publicly-traded stock or any
property partnerships that have already been recorded earlier.
1. YES
5. NO
(value set to YES when R reported having a farm business:
X3101=YES)
-----------------------------------------------------------------------------
ACTIVELY MANAGED BUSINESSES
-----------------------------------------------------------------------------
X3104 Do you have an active management role in any of these
businesses?
Do you or anyone in your family living here have an active
management role in any of these businesses?
INTERVIEWER: INCLUDE THE GENERAL PARTNERS IN A LIMITED
PARTNERSHIP, BUT NOT THE LIMITED PARTNERS. IF R OWNS A
HOLDING COMPANY OR MANAGED INVESTMENTS ACOUNTS, REPORT THE
COMPONENTS SEPARATELY.
1. YES
5. NO
0. Inap. (no businesses: X3103^=1)
(value set to YES when R reported having a farm business:
X3101=YES)
X3105 Including your (farm/ranch) business here, in how many
(farms/ranches), privately-held businesses, professional
practices, limited partnerships, or any other types of
partnership do you own or share ownership in and have an
active management role? Do not include corporations with
publicly-traded stock or any property partnerships that
have already been recorded earlier.
Including your (farm/ranch) business here, in how many
(farms/ranches), privately-held businesses, professional
practices, limited partnerships, or any other types of
partnership do you or your family living here own or share
ownership in and have an active management role? Do not
include corporations with publicly-traded stock or any
property partnerships that have already been recorded
earlier.
INTERVIEWER: INCLUDE THE GENERAL PARTNERS IN A LIMITED
PARTNERSHIP, BUT NOT THE LIMITED PARTNERS. IF R OWNS A
HOLDING COMPANY OR MANAGED INVESTMENTS ACCOUNTS, REPORT THE
COMPONENTS SEPARATELY.
In how many businesses do you have an active management role?
In how many businesses do you or anyone in your family
living here have an active management role?
Code number
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1)
I will ask you first about your (farm/ranch) business.
When we talk about the value of (farm/ranch) assets and
liabilities here, we are referring to (farm/ranch)
implements, livestock, crops, etc., and operating loans
other than your mortgages.
INTERVIEWER: DO NOT INCLUDE THE VALUE OF THE PROPERTIES
AND LOANS ALREADY RECORDED.
**********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 25
**********************************************
X6689 Originally reported value of X3105 (see introduction)
Code number
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1)
**********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 25
**********************************************
-----------------------------------------------------------------------------
#1 refers to first actively managed business
#2 refers to second actively managed business
#3 refers to third actively managed business
#4 refers to all remaining actively managed businesses
-----------------------------------------------------------------------------
X3107(#1) What kind of business is it/the largest business/the next
X3207(#2) business/that is, what does the business make of do?
X3307(#3)
1. Farm; nursery; train dogs; forest management;
agricultural services; landscaping
2. Restaurant; bar
3. Auto repair; car wash
4. Direct sales: Amway; Avon; Mary Kay; Tupperware;
Stanley Home Products
5. Contracting; construction services; plastering;
painting; plumbing
6. Real Estate; insurance
7. Professional practice, incl. law, medicine,
architecture; accounting; bookkeeping
8. Beauty shop; barber shop
9. Manufacturing, incl. printing/publishing
10. Gas station
11. Food/liquor stores
12. Other retail and/or wholesale business (exc. 02, 04, 10, 11)
13. Trucking; moving and storage; warehousing
14. Repair services (exc. auto, 03)
15. Personal services; (exc. beauty shop, code 08) hotel,
dry cleaners, etc.
16. Entertainment services, incl. movie house, dance studio, etc
17. Business management and consulting services
18. Other business services (exc. 17): advertising,
equipment rental, computer programming, auctioneering,
pest control, industrial recycling
19. Banks and brokerage firms; mortage/finance company
20. Communications; cable tv or radio stations
21. Mining, extraction; oil, gas and water services
22. Art, crafts, related areas
23. Writing, training, speaking services
24. Transportation services (exc. 13), parking
-7. Other; incl. foreign-operated business
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
******************************************************
THE FOLLOWING NEW CATEGORIES HAVE CREATED FOR THE
PUBLIC DATASET:
IF (business type=1) THEN newcode=1;
ELSE IF (business type=5 or 21) THEN newcode=2;
ELSE IF (business type=9 or 22) THEN newcode=3;
ELSE IF (business type=2, 4, 10, 11, or 12) THEN
newcode=4;
ELSE IF (business type=3, 6, 16, 18, or 19) THEN
newcode=5;
ELSE IF (business type=7, 8, 13, 14, 15, 17, 20,
23, or 24) THEN newcode=6;
******************************************************
X3108(#1) How did you first acquire this business; was it bought or
X3208(#2) invested in, started by you, inherited, given to you, or what?
X3308(#3)
How did you or your family living here first acquire this
business; was it bought or invested in, started by you,
inherited, given to you, or what?
1. BOUGHT/INVEST
2. STARTED
3. INHERITED
4. GIVEN
5. Joined/became partner/promotion
-7. OTHER
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
******************************************************
FOR THE PUBLIC DATASET, CODE 4 HAS BEEN COMBINED
WITH CODE 3
******************************************************
X3110(#1) In what year did you start the business?
X3210(#2)
X3310(#3) In what year did you acquire the business?
Code year (4 digits)
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
X3111(#1) How many employees does it have including you?
X3211(#2)
X3311(#3) How many employees does it have including you and members
of your family?
Code number
-1. None
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
*************************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5,000
*************************************************
X3112(#1) INTERVIEWER CHECKPOINT
X3212(#2) 1. R LIVES ALONE
X3312(#3) 2. ALL OTHERS
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
Which members of your family living here work in or
participate in the operation of the business?
INTERVIEWER: CODE ALL THAT APPLY
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X3113(#1) RESPONDENT
X3213(#2)
X3313(#3) 1. Checked
5. Not checked
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
X3114(#1) SPOUSE/PARTNER
X3214(#2)
X3314(#3) 1. Checked
5. Not checked
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; R lives alone: X101=1)
X3115(#1) ADULT CHILD; child; child-in-law; grandchild
X3215(#2)
X3315(#3) 1. Checked
5. Not checked
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; R lives alone: X101=1)
X3116(#1) OTHER ADULT IN HOUSEHOLD
X3216(#2)
X3316(#3) 1. Checked
5. Not checked
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; R lives alone: X101=1)
X3117(#1) OTHER --> -7
X3217(#2)
X3317(#3) 1. Checked
5. Not checked
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; R lives alone: X101=1)
X3118(#1) Other than you and your (spouse/partner), how many hours
X3218(#2) does the other family member work in this business in a
X3318(#3) normal week?
Other than you and your (spouse/partner), how many hours
does the most involved family member work in this business
in a normal week?
Other than you, how many hours does the other family member
work in this business in a normal week?
Other than you, how many hours does the most involved
family member work in this business in a normal week?
How many hours does the other family member work in this
business in a normal week?
How many hours does the most involved family member work in
this business in a normal week?
Code number of hours
-1. None
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; R lives alone: X101=1; no one
in PEU besides R/Spouse work in business: X3115^=1 and
X3116^=1 and X3117^=1/X3215^=1 and X3216^=1 and
X3217^=1/X3315^=1 and X3316^=1 and X3317^=1/)
X3119(#1) Is it a partnership, a sole proprietorship, a subchapter S
X3219(#2) corporation, another type of corporation, or what?
X3319(#3)
1. PARTNERSHIP
2. SOLE PROPRIETORSHIP
3. SUBCHAPTER S
4. OTHER CORPORATION (including C chapter corps)
6. Foreign business type
11. Limited partnership
-7. OTHER; not a formal business type
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
X3120(#1) These next few questions are about the relationship between
X3220(#2) your personal finances and the finances of your business.
X3320(#3)
These next few questions are about the relationship between
your family's personal finances and the finances of your
family's business.
Are you using personal assets as collateral or did you have to
cosign or guarantee any loans for this business?
Are you or your family living here using personal assets as
collateral or did you have to cosign or guarantee any loans
for this business?
1. YES
2. NO
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
X7144(#1) Which of these did you do? Collateralize a loan, guarantee
X7145(#2) a loan, or both?
X7146(#3)
1. COLLATERALIZE
2. GUARANTEE
3. BOTH
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; did not guarantee or
collateralize: X3120^=1/X33220^=1/X332-^=1)
X3121(#1) How much is collateralized?
X3221(#2)
X3321(#3) How much is guaranteed?
How much is guaranteed or collateralized?
Code amount
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; did not guarantee or
collateralize: X3120^=1/X33220^=1/X332-^=1)
X3122(#1) Did I record this earlier?
X3222(#2)
X3322(#3) 1. YES
4. R reported YES, but no apparent match in data
5. NO
6. R reported YES, partially recorded earlier
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; did not guarantee or
collateralize: X3120^=1/X33220^=1/X332-^=1)
NOTE: where (X3122 X3222 X3322)=1, the amount of the loan
is not edited out of the earlier location. See model SAS
code definition of net worth later in this codebook for one
possible treatment.
X7551(#1) Which loan was that?
X7550(#2)
X7549(#3) 1. Credit Card
2. 1st Mortgage
3. 2nd Mortgage
4. Home Equity Loan
5. Line of Credit
6. Other Real Estate Loan
13. More than one mortgage on principal residence
14. Combination of line of credit and other real estate loan
-7. Other
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; did not guarantee or
collateralize: X3120^=1/X33220^=1/X332-^=1; loan not
reported earlier: X3122^=1/X3221^=1/X3321^=1)
X3123(#1) Other than guarantees, does the business owe you any money?
X3223(#2)
X3323(#3) Does the business owe you any money?
Other than guarantees, does the business owe you or your
family living here any money?
Does the business owe you or your family living here any
money?
1. YES
5. NO
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
X3124(#1) How much is owed?
X3224(#2)
X3324(#3) Code amount
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; business does not owe R any money:
X3123^=1/X3223^=1/X3323^=1)
X3125(#1) Do you owe the business any money?
X3225(#2)
X3325(#3) Do you or your family living here owe the business any money?
1. YES
5. NO
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
X3126(#1) How much do you owe?
X3226(#2)
X3326(#3) Code amount
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; R does not owe business any money:
X3125^=1/X3225^=1/X3325^=1)
X3127(#1) Did I record this earlier?
X3227(#2)
X3327(#3) 1. YES
4. R reported YES, but no apparent match in data
5. NO
6. R reported YES, partially recorded earlier
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; R does not owe business any money:
X3125^=1/X3225^=1/X3325^=1)
Note: this variable was extensively edited to verify
amounts reported earlier
X7548(#1) When was it mentioned?
X7547(#2)
X7546(#3) 1. Credit Card
2. 1st Mortgage
3. 2nd Mortgage
4. Home Equity Loan
5. Line of Credit
6. Other Real Estate Loan
13. More than one mortgage on principal residence
14. Combination of line of credit and other real estate loan
-7. Other
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3; R does not owe business any money:
X3125^=1/X3225^=1/X3325^=1; amount owed to business
not reported earlier: X3127^=1/X3227^=1/X3327^=1)
X3128(#1) What percentage of the business do you own?
X3228(#2)
X3328(#3) What percentage of the business do you and your family
living here own?
Code percent * 100
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
X3129(#1) What is the net worth of this business?
X3229(#2)
X3329(#3) What is the net worth of your share of this business?
What could you sell it for?
Code amount
-1. Nothing
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
X3130(#1) If you sold the business now, what would be the cost basis
X3230(#2) for tax purposes of this share? (What was your original
X3330(#3) investment)?
Code amount
-1. Nothing
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
X3131(#1) What were the gross receipts or gross sales of the business
X3231(#2) as a whole in 1994?
X3331(#3)
Code amount
-1. Nothing
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
X3132(#1) What was the business's total net income before taxes in 1994?
X3232(#2)
X3332(#3) Code amount
-1. Nothing
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1/fewer than 2 actively managed
businesses: X3105<2/fewer than 3 actively managed
businesses X3105<3)
X3335(#4) For the remaining business you own and actively manage,
what could you sell your share for? (What is your share
worth?)
For the remaining businesses you own and actively manage,
what could you sell your share for? (What is your share
worth?)
For the remaining business you and your family living here
own and actively manage, what could you sell your share
for? (What is your share worth?)
For the remaining businesses you and your family living
here own and actively manage, what could you sell your
share for? (What is your share worth?)
Code amount
-1. Nothing
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1; fewer than 2 actively managed
businesses: fewer than 4 actively managed businesses:
X3105<4)
X8425(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1; did not break off early in grid)
X3336(#4) If you sold this business now, what would be the cost basis
for tax purposes of your share? (What was your original
investment?)
If you sold these businesses now, what would be the cost
basis for tax purposes of your share? (What was your
original investment?)
Code amount
-1. Nothing
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1; fewer than 2 actively managed
businesses: fewer than 4 actively managed businesses:
X3105<4)
X8426(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1; did not break off early in grid)
X3337(#4) What was the total net income you received from this
business in 1994?
What was the total net income you received from these
businesses in 1994?
What was the total net income you and your family living here
(received from this business in 1994?/received from these
businesses in 1994?)
Code amount
-1. Nothing
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1; fewer than 2 actively managed
businesses: fewer than 4 actively managed businesses:
X3105<4)
X8427(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no businesses: X3103^=1; no actively managed
businesses: X3104^=1; did not break off early in grid)
-----------------------------------------------------------------------------
NON-ACTIVELY MANAGED BUSINESSES
-----------------------------------------------------------------------------
X3401 Do you own or have an interest in any other businesses or any
type of partnership where you do not have an active management
role?
Do you or anyone in your family living here own or have an
interest in any other businesses or any type of partnership
where you do not have an active management role?
1. YES
5. NO
0. Inap. (no businesses: X3103^=1)
X3402 How many of these businesses or partnerships do you own or
share ownership in?
How many of these businesses or partnerships do you and your
family living here own or share ownership in?
Code number
0. Inap. (no businesses: X3103^=1; no non-actively managed
businesses: X3401^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 25
*********************************************
-----------------------------------------------------------------------------
#1 refers to limited partnerships
#2 refers to other partnerships
#3 refers to subchapter S corporations
#4 refers to other types of corporations
#5 refers to sole proprietorships
#6 refers to all other non-actively managed businesses
-----------------------------------------------------------------------------
Is it a sole-proprietorship, a limited partnership, another
type of partnership, a Subchapter S corporation, another
type of corporation, or what?
X3407(#1) (I need to know what type of businesses these are.)
Are any of them limited partnership?
X3411(#2) Are any of them other partnership?
X3415(#3) Are any of them subchapter S corporation?
X3419(#4) Are any of them other corporation?
X3423(#5) Are any of them sole proprietorship?
X3427(#6) Are any of them some other kind of business?
1. YES
5. NO
0. Inap. (no businesses: X3103^=1; no non-actively managed
businesses: X3401^=1)
What could you sell your share for? (What is it worth?)
What could you sell your family's share for? (What is it worth?)
X3408(#1) What could you sell your share of all these Limited
Partnerships for? (What is it worth?)
What could you sell your family's share of all these
Limited Partnerships for? (What is it worth?)
X3412(#2) What could you sell your share of all these Other
partnerships for? (What is it worth?)
What could you sell your family's share of all these Other
partnerships for? (What is it worth?)
X3416(#3) What could you sell your share of all these Subchapter S
Corporations for? (What is it worth?)
What could you sell your family's share of all these
Subchapter S Corporations for? (What is it worth?)
X3420(#4) What could you sell your share of all these Other
Corporations for? (What is it worth?)
What could you sell your family's share of all these Other
Corporations for? (What is it worth?)
X3424(#5) What could you sell your share of all these Sole
Proprietorships for? (What is it worth?)
What could you sell your family's share of all these Sole
Proprietorships for? (What is it worth?)
X3428(#6) What could you sell your share of all these (other type)
for? (What is it worth?)
What could you sell your family's share of all these (other
type) for? (What is it worth?)
Code amount
-1. Nothing
0. Inap. (no businesses: X3103^=1; no non-actively managed
businesses: X3401^=1; no non-actively managed
businesses of type: X3407^=1/X3411^=1/X3415^=1/X3419^=1/
X3423^=1/X3427^=1)
X8452 Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no businesses: X3103^=1 no non-actively managed
businesses: X3401^=1; did not break off early in grid)
If you sold this business now, what would be the cost basis
for tax purposes? (What was your original investment?)
X3409(#1) If you sold these Limited Partnerships now, what would be
the cost basis for tax purposes? (What was your original
investment?)
X3413(#2) If you sold these Other partnerships now, what would be the
cost basis for tax purposes? (What was your original
investment?)
X3417(#3) If you sold these Subchapter S Corporations now, what would
be the cost basis for tax purposes? (What was your original
investment?)
X3421(#4) If you sold these Other Corporations now, what would be the
cost basis for tax purposes? (What was your original
investment?)
X3425(#5) If you sold these Sole Proprietorships now, what would be the
cost basis for tax purposes? (What was your original
investment?)
X3429(#6) If you sold these (other type) now, what would be the
cost basis for tax purposes? (What was your original
investment?)
Code amount
-1. Nothing
0. Inap. (no businesses: X3103^=1; no non-actively managed
businesses: X3401^=1; no non-actively managed
businesses of type: X3407^=1/X3411^=1/X3415^=1/X3419^=1/
X3423^=1/X3427^=1)
X8453 Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no businesses: X3103^=1 no non-actively managed
businesses: X3401^=1; did not break off early in grid)
What was the total net income you received from this
business in 1994?
What was the total net income you and your family living here
received from this business in 1994?
X3410(#1) What was the total net income you received from all such
Limited Partnerships in 1994?
What was the total net income you and your family living here
received from all such Limited Partnerships in 1994?
X3414(#2) What was the total net income you received from all such
Other partnerships in 1994?
What was the total net income you and your family living here
received from all such Other partnerships in 1994?
X3418(#3) What was the total net income you received from all such
Subchapter S Corporations in 1994?
What was the total net income you and your family living here
received from all such Subchapter S Corporations in 1994?
X3422(#4) What was the total net income you received from all such
Other Corporations in 1994?
What was the total net income you and your family living here
received from all such Other Corporations in 1994?
X3426(#5) What was the total net income you received from all such
Sole Proprietorships in 1994?
What was the total net income you and your family living here
received from all such Sole Proprietorships in 1994?
X3430(#6) What was the total net income you received from all such
(other type) in 1994?
What was the total net income you and your family living here
received from all such (other type) in 1994?
Code amount
-1. Nothing
0. Inap. (no businesses: X3103^=1; no non-actively managed
businesses: X3401^=1; no non-actively managed
businesses of type: X3407^=1/X3411^=1/X3415^=1/X3419^=1/
X3423^=1/X3427^=1)
X8454 Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no businesses: X3103^=1 no non-actively managed
businesses: X3401^=1; did not break off early in grid)
X7545 Were you ever involved in the active management of the
businesses?
Were you ever involved in the active management of the
business?
Were you or any of your family living here ever involved in
the active management of the businesses?
Were you or any of your family living here ever involved in
the active management of the business?
1. Yes
5. No
0. Inap. (no businesses: X3103^=1; no non-actively managed
businesses: X3401^=1)
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
VEHICLES
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
VEHICLES SUPPLIED BY A BUSINESS
-----------------------------------------------------------------------------
X2501 Now I'd like to get some information on your vehicles.
Some people have cars or other vehicles provided to them by
a business for personal and business use. Do you have any
such business vehicles?
Now I'd like to get some information on your family's
vehicles. Some people have cars or other vehicles provided
to them by a business for personal and business use. Do
you or anyone in your family have any such business vehicles?
1. YES
5. NO
X2502 How many such vehicles do you regularly use?
How many such vehicles do you or someone in your family
living here regularly use?
Code number
0. Inap. (no vehicles supplied by a business: X2501^=1)
X7149 Does the business lease this vehicle?
Does the business lease any of these vehicles?
1. YES
5. NO
0. Inap. (no vehicles supplied by a business: X2501^=1)
-----------------------------------------------------------------------------
LEASED VEHICLES
-----------------------------------------------------------------------------
X2101 Other than any vehicles provided by a business...
Are you currently leasing any cars or other vehicles?
Are you or anyone in your family living here currently
leasing any cars or other vehicles?
1. YES
5. NO
X2102 Not counting vehicles leased by a business, how many cars
or other vehicles do you lease?
Not counting vehicles leased by a business, how many cars
or other vehicles do you and your family living here lease?
Code number
0. Inap. (no personally leased vehicles: X2101^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 3
********************************************
X6690 Originally reported value of X2101 (see introduction)
Code number
0. Inap. (no personally leased vehicles: X2101^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 3
********************************************
-----------------------------------------------------------------------------
#1 refers to first personally leased vehicle
#2 refers to second personally leased vehicle
#3 refers to all other personally leased vehicles
-----------------------------------------------------------------------------
X2103(#1) What make and model is this vehicle?
X2110(#2)
What make and model is the newest vehicle?
What make and model is the next vehicle?
Code make and model
0. Inap. (no personally leased vehicles: X2101^=1/fewer
than 2 leased vehicles: X2101<2)
*******************************************
NOT INCLUDED IN THE PUBLIC DATASET
*******************************************
X2104(#1) What model year is it?
X2111(#2)
Code year (4 digits)
0. Inap. (no personally leased vehicles: X2101^=1/fewer
than 2 leased vehicles: X2101<2)
**************************************************
FOR THE PUBLIC DATASET, BOTTOM-CODED AT 1975
**************************************************
X8163(#1) Recode: prevailing retail VALUE OF VEHICLE as of fall 1995
X8164(#2) according to industry guidebook
Code value
0. Inap. (no personally leased vehicles: X2101^=1/fewer
than 2 leased vehicles: X2101<2)
X2105(#1) How much are your lease payments?
X2112(#2)
Code amount
-1. Nothing
-2. No regular payments
0. Inap. (no personally leased vehicles: X2101^=1/fewer
than 2 leased vehicles: X2101<2)
X2106(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X2113(#2) And how often are they due?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
23. 13 times a year; every 4 weeks
24. Every 6 weeks
22. Varies
-1. NO PAYMENT
-2. NO REGULAR PAYMENTS
-7. Other
0. Inap. (no personally leased vehicles: X2101^=1/fewer
than 2 leased vehicles: X2101<2)
How many years or months was the original lease?
X2107(#1) Code number of years
X2114(#2) 0. Inap. (no personally leased vehicles: X2101^=1/fewer
than 2 leased vehicles: X2101<2; answer given in months:
X2108^=0)
X2108(#1) Code number of months
X2115(#2) 0. Inap. (no personally leased vehicles: X2101^=1/fewer
than 2 leased vehicles: X2101<2; answer given in years:
X2107^=0)
X2117(#3) Altogether, about how much are the lease payments on your
other leased vehicles?
Altogether, about how much are the lease payments on your
other leased vehicle?
Code amount
-1. Nothing
-2. No regular payments
0. Inap. (no personally leased vehicles: X2101^=1; fewer
than 3 leased vehicles: X2101<3)
X2118(#3) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
23. 13 times a year; every 4 weeks
24. Every 6 weeks
22. Varies
-1. NO PAYMENT
-2. NO REGULAR PAYMENTS
-7. Other
0. Inap. (no personally leased vehicles: X2101^=1; fewer
than 3 leased vehicles: X2101<3)
X8428(#3) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no personally leased vehicles: X2101^=1;
did not break off early in grid)
X8429(#3) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
23. 13 times a year; every 4 weeks
24. Every 6 weeks
22. Varies
-1. NO PAYMENT
-2. NO REGULAR PAYMENTS
-7. Other
0. Inap. (no personally leased vehicles: X2101^=1;
did not break off early in grid)
-----------------------------------------------------------------------------
OWNED CARS, TRUCKS, VANS, AND SPORT UTILITY VEHICLES
-----------------------------------------------------------------------------
X2201 Do you own any cars, or any kind of truck, van or jeep-type
vehicle?
Do you or anyone in your family here own any cars, or any
kind of truck, van or jeep-type vehicle?
Do not include motorcyles, tractors, snow blowers, etc.,
or any vehicles owned by a business.
1. YES
5. NO
X2202 Altogether, how many such cars or vehicles do you own?
Altogether, how many such cars or vehicles do you and your
family living here own?
Code number
0. Inap. (no owned cars etc.: X2201^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 10
*********************************************
X6691 Originally reported value of X2202 (see introduction)
Code number
0. Inap. (no owned cars etc.: X2201^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 10
*********************************************
-----------------------------------------------------------------------------
#1 refers to first personally owned car
#2 refers to second personally owned car
#3 refers to third personally owned car
#4 refers to fourth personally owned car
#5 refers to all other personally owned cars
-----------------------------------------------------------------------------
X2203(#1) What type of vehicle is it?
X2303(#2)
X2403(#3) What type of vehicle is the newest one?
X7150(#4)
What type of vehicle is the next one?
INTERVIEWER: PROBE IF NECESSARY.
Is it a car, a van or minivan, a jeep or sport-utility
vehicle, a pickup, or what?
1. Car
2. Van/minivan
3. Jeep/sport-utility vehicle
4. Pickup
5. Antique/classic/collector vehicle
6. Truck (except pickup)
-7. Other
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4)
********************************************************
FOR THE PUBLIC DATASET, CODES 5 AND 6 ARE COMBINED
WITH -7
********************************************************
X2204(#1) What make and model is it?
X2304(#2)
X2404(#3) Code make and model
X7151(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4)
*******************************************
NOT INCLUDED IN THE PUBLIC DATASET
*******************************************
X2205(#1) What model year is it?
X2305(#2)
X2405(#3) Code year (4 digits)
X7152(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4)
**************************************************
FOR THE PUBLIC DATASET, BOTTOM-CODED AT 1975
**************************************************
X8166(#1) Recode: prevailing retail VALUE OF VEHICLE as of fall 1995
X8167(#2) according to industry guidebook
X8168(#3)
X8188(#4) Code value
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4)
X7543(#1) Did you buy it new or used?
X7542(#2)
X7541(#3) 1. New
X7153(#4) 2. Used
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4)
X7540(#1) In what year did you buy it?
X7539(#2)
X7538(#3) Code year (4 digits)
X7154(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; did not buy car used: X7543^=1/X7542^=1/X7541^=1/
X7153^=1)
**************************************************
FOR THE PUBLIC DATASET, BOTTOM-CODED AT 1975
**************************************************
X2206(#1) Not counting any loans I've already recorded, is any money
X2306(#2) still owed on loans for this (make and model)?
X2406(#3)
X7155(#4) 1. YES
5. NO
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4)
In what month and year was the loan taken out?
X2207(#1) Code month
X2307(#2) 1. January
X2407(#3) 2. February
X7156(#4) 3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X2208(#1) Code year (4 digits)
X2308(#2)
X2408(#3) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X7157(#4) X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1)
X2209(#1) How much was borrowed or financed?
X2309(#2)
X2409(#3) Code amount
X7158(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1)
X2210(#1) Is this a regular installment loan where you pay a fixed
X2310(#2) dollar amount each month for a fixed number of months until
X2410(#4) the loan is repaid, or some other kind?
X7159(#4)
1. Regular Installment
2. Other Kind
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1)
How many monthly payments or years were agreed upon when
the loan was received?
X2212(#1) Code number of years
X2312(#2) -1. No set number of years
X2412(#3) -7. Unable to calculate from number of payments
X7161(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1; not a regular loan: X2210^=1/X2310^=1/
X2410^=1/X7159^=1)
X2211(#1) Code number of payments
X2311(#2) -1. No set number of payments
X2411(#3) -7. Unable to calculate from number of years
X7160(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1; not a regular loan: X2210^=1/X2310^=1/
X2410^=1/X7159^=1)
X9162(#1) Recode: term of loan in months
X9163(#2) -1. No set number of years/payments
X9164(#3) -7. Unable to calculate from number of years/payments
X9179(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1; not a regular loan: X2210^=1/X2310^=1/
X2410^=1/X7159^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X2213(#1) How much are the payments?
X2313(#2)
X2413(#3) Code amount
X7162(#4) -1. Nothing
-2. No regular payment
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1; not a regular loan: X2210^=1/X2310^=1/
X2410^=1/X7159^=1; no set number of payments: X2212=-1/
X2312=-1/X2412=-1/X7161=-1)
X7537(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X7536(#2) And how often are they made?
X7535(#3)
X7163(#4) Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1; not a regular loan: X2210^=1/X2310^=1/
X2410^=1/X7159^=1; no set number of payments: X2212=-1/
X2312=-1/X2412=-1/X7161=-1)
X2214(#1) What is the typical payment?
X2314(#2)
X2414(#3) Code amount
X7164(#4) -1. Nothing
-2. No typical payment
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1; regular loan and regular payments: X2210=1
and X2213>0/X2310=1 and X2313>0/X2410=1 and X2413>0/
X7159=1 and X7162>0)
X2215(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X2315(#2) And how often is it made?
X2415(#3)
X7165(#4) Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
22. Varies
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1; regular loan and regular payments: X2210=1
and X2213>0/X2310=1 and X2313>0/X2410=1 and X2413>0/
X7159=1 and X7162>0)
X7534(#1) Is this loan being paid off ahead of schedule, behind
X7533(#2) schedule, or are the payments about on schedule?
X7532(#3)
X7166(#4) 1. On schedule
2. Ahead of schedule
3. Behind schedule
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1; not a regular loan: X2210^=1/X2310^=1/
X2410^=1/X2410^=1/X7159^=1; no regular payment:
X2213<=0/X2313<=0/X2413<=0/X7161<=0)
In what month and year do you expect this loan to be repaid?
X2216(#1) Code month
X2316(#2) 1. January
X2416(#3) 2. February
X7167(#4) 3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1; payments on schedule: X7534=1/X7533=1/X75323=1/
X7166=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X2217(#1) Code year (4 digit)
X2317(#2) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2417(#3) X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X7168(#3) X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1; payments on schedule: X7534=1/X7533=1/X75323=1/
X7166=1)
X2218(#1) How much is still owed on this loan?
X2318(#2)
X2418(#3) Code amount
X7169(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/
X7155^=1)
X2219(#1) What is the current annual rate of interest being charged
X2319(#2) on this loan?
X2419(#3)
X7170(#4) Code percent * 100
-1. Nothing
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4)
X2220(#1) Please look at the Institutions Card. Is the loan with any
X2320(#2) of the institutions on the Institutions Card, or from
X2420(#3) someplace else? (IF INSTITUTIONS CARD: Which institution?)
X7171(#4) (IF SOMEPLACE ELSE: What type of institution is that?)
(INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW
INSTITUTION IS MENTIONED AT THIS POINT.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4)
X9102(#1) Recode: type of institution
X9103(#2)
X9104(#3) See MASTER INSTITIUTION LIST for other codes (See X308)
X9215(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars:
X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars:
X2202<4)
X2422(#5) How much are all the other such vehicles that you own worth
in today's prices?
How much is the other such vehicle that you own worth in
today's prices?
How much are all the other such vehicles that you and
others in your family living here own worth in today's
prices?
How much is the other such vehicle that you and others in
your family living here own worth in today's prices?
Code value
0. Inap. (no owned cars etc.: X2201^=1; fewer than 5 cars:
X2202<5);
X8430(#5) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no owned cars etc.: X2201^=1; did not
break off early in grid)
X2423(#5) Not counting loans I have already recorded, is any money
still owed on loans for these vehicles?
Not counting loans I have already recorded, is any money
still owed on a loan for this vehicle?
1. YES
5. NO
0. Inap. (no owned cars etc.: X2201^=1; fewer than 5 cars:
X2202<5);
X8431(#5) Original value for Rs who did not provide complete
information within the grid structure (see introduction)
1. YES
5. NO
0. Inap. (no owned cars etc.: X2201^=1; did not
break off early in grid)
X2424(#5) Altogether, about how much is still owed on these loans?
Altogether, about how much is still owed on this loan?
Code amount
0. Inap. (no owned cars etc.: X2201^=1; fewer than 5 cars:
X2202<5; no loan on car: X2423^=1);
X8432(#5) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no owned cars etc.: X2201^=1; did not
break off early in grid; no money owned on residual
vehicles: X8430^=1)
X2425(#5) How much are the total payments on these loans?
How much are the total payments on this loan?
Code amount
-1. Nothing
-2. No regular payment
0. Inap. (no owned cars etc.: X2201^=1; fewer than 5 cars:
X2202<5; no loan on car: X2423^=1);
X2426(#5) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no owned cars etc.: X2201^=1; fewer than 5 cars:
X2202<5; no loan on car: X2423^=1);
X8433(#5) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no owned cars etc.: X2201^=1; did not
break off early in grid; no money owned on residual
vehicles: X8430^=1)
X8434(#5) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no owned cars etc.: X2201^=1; did not
break off early in grid; no money owned on residual
vehicles: X8430^=1)
-----------------------------------------------------------------------------
OTHER OWNED VEHICLES
-----------------------------------------------------------------------------
X2503 Do you own any other vehicles such as a motorhome, RV,
motorcycle, boat, or airplane?
Do you or anyone in your family living here own any other
vehicles such as a motorhome, RV, motorcycle, boat, or
airplane?
INTERVIEWER: DO NOT INCLUDE TRACTORS AND LAWN MOWERS
1. YES
5. NO
X2504 Altogether, how many of these other vehicles do you own?
Altogether, how many of these other vehicles do you or
someone in your family living here own?
Code number
0. Inap. (no other vehicles: X2503^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
********************************************
X6692 Originally reported value of X2504 (see introduction)
Code number
0. Inap. (no other vehicles: X2503^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
********************************************
-----------------------------------------------------------------------------
#1 refers to first other owned vehicle
#2 refers to second other owned vehicle
#3 refers to third other owned vehicle
#4 refers to all remaining other owned vehicle
-----------------------------------------------------------------------------
X2505(#1) What type of vehicle is it?
X2605(#2)
What type of vehicle is the newest one?
What type of vehicle is the next one?
INTERVIEWER: PROBE IF NECESSARY.
Is it a motorhome, RV, airplane, boat, or what?
1. Motorhome
2. RV
3. Airplane; helicopter
4. Boat
9. Tractor
11. Motorcycle; motor scooter
12. Snowmobile
13. Golf cart
14. Non-automobile off-road vehicle
15. Miscellaneous construction vehicle
-7. Other
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3)
******************************************************
FOR THE PUBLIC DATASET, CODE 2 HAS BEEN COMBINED
WITH CODE 1; CODE 4 HAS BEEN COMBINED WITH CODE
3; CODE 9 HAS BEEN COMBINED WITH CODE 15; CODE
13 HAS BEEN COMBINED WITH CODE 12.
******************************************************
X2506(#1) About how much is this (vehicle type) worth?
X2606(#2)
About how much is this vehicle worth?
Code amount
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3)
X2507(#1) Not counting any loans that I have already recorded, is any
X2607(#2) money still
owed on loans for this (vehicle type)?
owed on loans for this vehicle?
1. YES
5. NO
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3)
In what month and year was the loan taken out?
X2508(#1) Code month
X2608(#2) 1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X2509(#1) Code year (4 digits)
X2609(#2) 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1)
X2510(#1) How much was borrowed or financed, not counting the
X2610(#2) finance charges?
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1)
X2511(#1) Is this a regular installment loan where you pay a fixed
X2611(#2) dollar amount each month for a fixed number of months until
the loan is repaid, or some other kind?
1. Regular Installment
2. Other Kind
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1)
How many monthly payments or years were agreed upon when
the loan was received?
X2513(#1) Code number of years
X2613(#2) -1. No set number of years
-7. Unable to calculate from number of payments
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1; not a regular
loan: X2511^=1/X2611^=1)
X2512(#1) Code number of payments
X2612(#2) -1. No set number of payments
-7. Unable to calculate from number of years
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1; not a regular
loan: X2511^=1/X2611^=1)
X9165(#1) Recode: term of loan in months
X9166(#2) -1. No set number of years/payments
-7. Unable to calculate from number of years/payments
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1; not a regular
loan: X2511^=1/X2611^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X2514(#1) How much are the payments?
X2614(#2)
Code amount
-1. Nothing
-2. No regular payment
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1; not a regular
loan: X2511^=1/X2611^=1; no set number of payments:
X2512=-1/X2612=-1)
X7531(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X7530(#2) And how often are they due?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1; not a regular
loan: X2511^=1/X2611^=1; no set number of payments:
X2512=-1/X2612=-1)
X2515(#1) What is the typical payment?
X2615(#2)
Code amount
-1. Nothing
-2. No typical payment
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1; regular loan and
regular payments: X2511=1 and X2514>0/X2611=1 and
X2614>0)
X2516(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X2616(#2) And how often is it made?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
22. Varies
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1; regular loan and
regular payments: X2511=1 and X2514>0/X2611=1 and
X2614>0)
X7529(#1) Is this loan being paid off ahead of schedule, behind
X7528(#2) schedule, or are the payments about on schedule?
1. On schedule
2. Ahead of schedule
3. Behind schedule
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1; not a regular
loan: X2511^=1/X2611^=1; no regular payment:
X2514<=0/X2614<=0)
In what month and year do you expect this loan to be repaid?
X2517(#1) Code month
X2617(#2) 1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1; payments on
schedule: X7529=1/X7528=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X2518(#1) Code year
X2618(#2) 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1; payments on
schedule: X7529=1/X7528=1)
X2519(#1) How much is still owed on this loan?
X2619(#2)
Code amount
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1)
X2520(#1) What is the current annual rate of interest being charged
X2620(#2) on this loan?
-1. Nothing
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1)
X2521(#1) Please look at the Institutions Card. Is the loan with any
X2621(#2) of the institutions on the Institutions Card, or from
someplace else? (IF INSTITUTIONS CARD: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is that?)
(INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW
INSTITUTION IS MENTIONED AT THIS POINT.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1)
X9105(#1) Recode: type of institution
X9106(#2)
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no other vehicles: X2503^=1/fewer than 2 other
vehicles: X2504<2/fewer than 3 other vehicles: X2404<3;
no loan on vehicle: X2507^=1/X2607^=1)
X2623(#3) How much are all the other such vehicles that you own worth?
How much is the other such vehicle that you own worth?
How much are all the other such vehicles that you and
others in your family living here own worth?
How much is the other such vehicle that you and others in
your family living here own worth?
Code amount
0. Inap. (no other vehicles: X2503^=1; fewer than 3 other
vehicles: X2504<2)
X8435(#3) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no other vehicles: X2503^=1; did not
break off early in grid)
X2624(#3) Not counting loans I have already recorded, is any money
still owed on loans for these vehicles?
Not counting loans I have already recorded, is any money
still owed on loans for this vehicle?
1. YES
5. NO
0. Inap. (no other vehicles: X2503^=1; fewer than 3 other
vehicles: X2504<2)
X8436(#3) Original value for Rs who did not provide complete
information within the grid structure (see introduction)
1. YES
5. NO
0. Inap. (no other vehicles: X2503^=1; did not
break off early in grid)
X2625(#3) Altogether, about how much is still owed on these loans?
Altogether, about how much is still owed on this loan?
Code amount
0. Inap. (no other vehicles: X2503^=1; fewer than 3 other
vehicles: X2504<2; no money owed on vehicle: X2624^=1)
X8437(#3) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no other vehicles: X2503^=1; did not
break off early in grid; no loans on residual
vehicles: X8436^=1)
X2626(#3) How much are the total payments on these loans?
How much are the total payments on this loan?
Code amount
-1. Nothing
-2. No regular payment
0. Inap. (no other vehicles: X2503^=1; fewer than 3 other
vehicles: X2504<2; no money owed on vehicle: X2624^=1)
X2627(#3) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no other vehicles: X2503^=1; fewer than 3 other
vehicles: X2504<2; no money owed on vehicle: X2624^=1)
X8438(#3) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no other vehicles: X2503^=1; did not
break off early in grid; no loans on residual
vehicles: X8436^=1)
X8439(#3) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no other vehicles: X2503^=1; fewer than 3 other
vehicles: X2504<2; no money owed on vehicle: X2624^=1)
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
EDUCATION LOANS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X7801 Not counting credit cards or loans you may have told me
about in detail, do you owe any money or have any loans for
educational expenses?
Not counting credit cards or loans you may have told me
about in detail, do you and your family living here owe any
money or have any loans for educational expenses?
1. YES
5. NO
X7802 How many such loans are there?
Code number
0. Inap. (no education loans: X7801^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 7
********************************************
X6693 Originally reported value of X7802 (see introduction)
Code number
0. Inap. (no education loans: X7801^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 7
********************************************
-----------------------------------------------------------------------------
#1 refers to first education loan
#2 refers to second education loan
#3 refers to third education
#4 refers to fourth education
#5 refers to fifth education
#6 refers to sixth education
#7 refers to all remaining education loans
-----------------------------------------------------------------------------
In what month and year was this loan taken out?
About the largest loan, in what month and year was
this loan taken out?
About the next loan, in what month and year was
this loan taken out?
X7803(#1) Code month
X7826(#2) 1. January
X7849(#3) 2. February
X7903(#4) 3. March
X7926(#5) 4. April
X7949(#6) 5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X7804(#1) Code year (4 digits)
X7827(#2) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7850(#3) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7904(#4) X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7927(#5) X7802<6)
X7950(#6)
X7805(#1) How much was borrowed or financed, not counting the finance
X7828(#2) charges?
X7851(#3)
X7905(#4) Code amount
X7928(#5) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7951(#6) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6)
X7806(#1) Are you paying on this loan now?
X7829(#2)
X7852(#3) 1. YES
X7906(#4) 5. NO
X7929(#5) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7952(#6) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6)
X7173(#1) Are the payments on this loan deferred?
X7174(#2)
X7175(#3) 1. YES
X7176(#4) 5. NO
X7177(#5) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7178(#6) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; paying on loan now: X7806^=5/X7829^=5/X7852^=5/
X7806^=5;/X7929^=5/X7952^=5)
When will you start paying on this loan?
X7807(#1) Code month
X7830(#2) 1. January
X7853(#3) 2. February
X7907(#4) 3. March
X7930(#5) 4. April
X7953(#6) 5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; paying on loan now: X7806^=5/X7829^=5/X7852^=5/
X7806^=5;/X7929^=5/X7952^=5; payments not deferred:
X7173^=1/X7174^=1/X7175^=1/X7176^=1/X7177^=1/X7178^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X7808(#1) Code year (4 digits)
X7831(#2) 0. Inap.
X7854(#3) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7908(#4) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7931(#5) X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7954(#6) X7802<6; paying on loan now: X7806^=5/X7829^=5/X7852^=5/
X7806^=5;/X7929^=5/X7952^=5; payments not deferred:
X7173^=1/X7174^=1/X7175^=1/X7176^=1/X7177^=1/X7178^=1)
X7809(#1) Is this loan accumulating interest which you will have to
X7832(#2) pay?
X7855(#3)
X7909(#4) 1. YES
X7932(#5) 5. NO
X7955(#6) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; paying on loan now: X7806^=5/X7829^=5/X7852^=5/
X7806^=5;/X7929^=5/X7952^=5; payments not deferred:
X7173^=1/X7174^=1/X7175^=1/X7176^=1/X7177^=1/X7178^=1)
When did you start paying on this loan?
X7810(#1) Code month
X7833(#2) 1. January
X7856(#3) 2. February
X7910(#4) 3. March
X7933(#5) 4. April
X7956(#6) 5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X7811(#1) Code year
X7834(#2) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7857(#3) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7911(#4) X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7934(#5) X7802<6; not paying on loan now and payments deferred:
X7957(#6) X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1)
X7812(#1) Is this a regular installment loan where you pay a fixed
X7835(#2) dollar amount each month for a fixed number of months until
X7858(#3) the loan is repaid,or some other kind?
X7912(#4)
X7935(#5) 1. Regular Installment
X7958(#6) 2 Other Kind
0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1)
How many monthly payments or years were agreed upon when
the loan was received?
X7813(#1) Code number of years
X7836(#2) -1. No set number of years
X7859(#3) -7. Unable to calculate from number of payments
X7913(#4) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7936(#5) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7959(#6) X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1;
not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/
X7935^=1/X7958^=1);
X7814(#1) Code number of payments
X7837(#2) -1. No set number of payments
X7860(#3) -7. Unable to calculate from number of years
X7914(#4) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7937(#5) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7960(#6) X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1;
not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/
X7935^=1/X7958^=1);
X9173(#1) Recode: term of loan in months
X9174(#2) -1. No set number of years/payments
X9175(#3) -7. Unable to calculate from number of years/payments
X9176(#4) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X9177(#5) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X9178(#6) X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1;
not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/
X7935^=1/X7958^=1);
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X7815(#1) How much are the payments?
X7838(#2)
X7861(#3) Code amount
X7915(#4) -1. Nothing
X7938(#5) -2. No regular payment
X7961(#6) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1;
not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/
X7935^=1/X7958^=1; no set number of payments: X7813=-1/
X7836=-1/X7859=-1/X7913=-1/X7936=-1/X7959=-1)
X7816(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X7839(#2) And how often are they made?
X7862(#3)
X7916(#4) Code frequency
X7939(#5) 2. Week
X7962(#6) 3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1;
not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/
X7935^=1/X7958^=1; no set number of payments: X7813=-1/
X7836=-1/X7859=-1/X7913=-1/X7936=-1/X7959=-1)
X7817(#1) What is the typical payment?
X7840(#2)
X7863(#3) Code amount
X7917(#4) -1. Nothing
X7940(#5) -2. No typical payment
X7963(#6) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1;
regular loan and regular payments: X7812=1 and X7815>0/
X7835=1 and X7838>0/X7858=1 and X7861>0/ X7912=1 and
X7915>0/X7935=1 and X7938>0/X7958=1 and X7961>0)
X7818(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X7841(#2) And how often is it made?
X7864(#3)
X7918(#4) Code frequency
X7941(#5) 2. Week
X7964(#6) 3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
22. Varies
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1;
regular loan and regular payments: X7812=1 and X7815>0/
X7835=1 and X7838>0/X7858=1 and X7861>0/ X7912=1 and
X7915>0/X7935=1 and X7938>0/X7958=1 and X7961>0)
X7821(#1) Is this loan being paid off ahead of schedule, behind
X7844(#2) schedule, or are the payments about on schedule?
X7867(#3)
X7921(#4) 1. On schedule
X7944(#5) 2. Ahead of schedule
X7967(#6) 3. Behind schedule
0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1;
not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/
X7935^=1/X7958^=1; no set number of payments: X7813=-1/
X7836=-1/X7859=-1/X7913=-1/X7936=-1/X7959=-1)
In what month and year do you expect this loan to be repaid?
X7819(#1) Code month
X7842(#2) 1. January
X7865(#3) 2. February
X7919(#4) 3. March
X7942(#5) 4. April
X7965(#6) 5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1;
payments on schedule: X7821=1/X7844=1/X7867=1/X7921=1/
X7944=1/X7967=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X7820(#1) Code year (4 digit)
X7843(#2) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7866(#3) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7920(#4) X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7943(#5) X7802<6; not paying on loan now and payments deferred:
X7966(#6) X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1;
payments on schedule: X7821=1/X7844=1/X7867=1/X7921=1/
X7944=1/X7967=1)
X7822(#1) What is the current annual rate of interest being charged
X7845(#2) on this loan?
X7868(#3)
X7922(#4) Code percent * 100
X7945(#5) -1. Nothing
X7968(#6) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6; not paying on loan now and payments deferred:
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/
X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1;
interest not accumulating: X7809=5/X7832=5/X7855=5/
X7909=5/X7932=5/X7955=5)
X7823(#1) Please look at the Institutions Card. Is the loan with any
X7846(#2) of the institutions on the Institutions Card, or from
X7869(#3) someplace else? (IF INSTITUTIONS CARD: Which institution?)
X7923(#4) (IF SOMEPLACE ELSE: What type of institution is that?)
X7946(#5) (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW
X7969(#6) INSTITUTION IS MENTIONED AT THIS POINT.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6)
X9203(#1) Recode: type of institution
X9204(#2)
X9205(#3) See MASTER INSTITIUTION LIST for other codes (See X308)
X9206(#4) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X9207(#5) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X9208(#6) X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6)
X7824(#1) How much is still owed on this loan?
X7847(#2)
X7870(#3) Code amount
X7924(#4) 0. Inap. (no education loans: X7801^=1/less than 2 loans;
X7947(#5) X7802<2/less than 3 loans: X7802<3/less than 4 loans:
X7970(#6) X7802<4/less than 5 loans: X7802<5/less than 6 loans:
X7802<6)
X7179(#7) How much in total is owed on all the remaining loans?
Code amount
0. Inap. (no education loans: X7801^=1; less than 7 loans)
X8440(#7) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no education loans: X7801^=1; did not break off
early in grid)
X7180(#7) How much in total are all the payments you are making on
all the remaining loans?
Code amount
-1. Nothing
-2. No regular payment
0. Inap. (no education loans: X7801^=1; less than 7 loans)
X7181(#7) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no education loans: X7801^=1; less than 7 loans)
X8441(#7) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
-1. Nothing
-2. No regular payment
0. Inap. (no education loans: X7801^=1; did not break off
early in grid)
X8442(#7) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no education loans: X7801^=1; did not break off
early in grid)
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
OTHER CONSUMER LOANS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X7182 Now I want to ask you about the loans you have. Not
counting credit cards or loans you have told me about in
detail, do you owe any money or have any loans for any
reason on this card (SHOW CARD 6)? These are loans for
household appliances, furniture, hobby or recreational
equipment, medical bills, loans from friends or relatives
or other loans.
Now I want to ask you about the loans you and anyone in
your family living here have. Not counting credit cards or
loans you have told me about in detail, do you or anyone in
your family living here owe any money or have any loans for
any reason on this card (SHOW CARD 6)? These are loans for
household appliances, furniture, hobby or recreational
equipment, medical bills, loans from friends or relatives
or other loans.
(DO NOT INCLUDE GIFTS FROM FAMILY MEMBERS YOU ARE NOT
EXPECTED TO RE-PAY)
1. YES
5. NO
NOTE: CARD 6 contains the following text in a vertical
column: "Loans for household applicances, furniture,"
"Loans for hobby or recreational equipment," "Loans for
medical bills," "Loans from friends or relatives," "Other
loans or money owed."
X2709 How many such loans do you have?
Code number
0. Inap. (no such loans: X7182=5)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 7
********************************************
X6694 Originally reported value of X2709 (see introduction)
Code number
0. Inap. (no such loans: X7182=5)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 7
********************************************
-----------------------------------------------------------------------------
#1 refers to first consumer loan
#2 refers to second consumer loan
#3 refers to third consumer loan
#4 refers to fourth consumer loan
#5 refers to fifth consumer loan
#6 refers to sixth consumer loan
#7 refers to all remaining consumer loans
-----------------------------------------------------------------------------
X2710(#1) What was the loan for?
X2727(#2)
X2810(#3) What was the largest loan for?
X2827(#4)
X2910(#5) What was the next loan for?
X2927(#6)
See LOAN PURPOSE MASTER CODE LIST at X6723
0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6)
In what month and year was this loan taken out?
X2712(#1) Code month
X2729(#2) 1. January
X2812(#3) 2. February
X2829(#4) 3. March
X2912(#5) 4. April
X2929(#6) 5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X2713(#1) Code year (4 digits)
X2730(#2) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
X2813(#3) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
X2830(#4) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6)
X2913(#5)
X2930(#6)
X2714(#1) How much was borrowed or financed, not counting the
X2731(#2) finance charges?
X2814(#3)
X2831(#4) Code amount
X2914(#5) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
X2931(#6) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6)
X2715(#1) Is this a regular installment loan where you pay a fixed
X2732(#2) dollar amount each month for a fixed number of months until
X2815(#3) the loan is repaid, or some other kind?
X2832(#4)
X2915(#5) 1. Regular Installment
X2932(#6) 2. Other Kind
0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6)
How many monthly payments or years were agreed upon when
the loan was received?
X2717(#1) Code number of years
X2734(#2) -1. No set number of years
X2817(#3) -7. Unable to calculate from number of payments
X2834(#4) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
X2917(#5) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
X2934(#6) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6;
not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/
X2915^=1/X2932^=1)
X2716(#1) Code number of payments
X2733(#2) -1. No set number of payments
X2816(#3) -7. Unable to calculate from number of years
X2833(#4) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
X2916(#5) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
X2933(#6) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6;
not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/
X2915^=1/X2932^=1)
X9167(#1) Recode: term of loan in months
X9168(#2) -1. No set number of years/payments
X9169(#3) -7. Unable to calculate from number of years/payments
X9170(#4) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
X9171(#5) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
X9172(#6) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6;
not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/
X2915^=1/X2932^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X2718(#1) How much are the payments?
X2735(#2)
X2818(#3) Code amount
X2835(#4) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
X2918(#5) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
X2935(#6) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6;
not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/
X2915^=1/X2932^=1; no set number of payments: X2717=-1/
X2734=-1/X2817=-1/X2834=-1/X2917=-1/X2934=-1)
X7527(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X7526(#2) And how often are they due?
X7525(#3)
X7524(#4) Code frequency
X7523(#5) 2. Week
X7522(#6) 3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6;
not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/
X2915^=1/X2932^=1; no set number of payments: X2717=-1/
X2734=-1/X2817=-1/X2834=-1/X2917=-1/X2934=-1)
X2719(#1) What is the typical payment?
X2736(#2)
X2819(#3) Code amount
X2836(#4) -1. Nothing
X2919(#5) -2. No typical payment
X2936(#6) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6;
regular loan and regular payments: X2715=1 and X2718>0/
X2732=1 and X2735>0/X2815=1 and X2818>0/X2832=1 and
X2835>0/X2915=1 and X2918>0/X2932=1 and X2935>0)
X2720(#2) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X2737(#2) And how often is it made?
X2820(#3)
X2837(#4) Code frequency
X2920(#5) 2. Week
X2937(#6) 3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
22. Varies
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6;
regular loan and regular payments: X2715=1 and X2718>0/
X2732=1 and X2735>0/X2815=1 and X2818>0/X2832=1 and
X2835>0/X2915=1 and X2918>0/X2932=1 and X2935>0)
X7521(#1) Is this loan being paid off ahead of schedule, behind
X7520(#2) schedule, or are the payments about on schedule?
X7519(#3)
X7518(#4) 1. On schedule
X7517(#5) 2. Ahead of schedule
X7516(#6) 3. Behind schedule
0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6;
not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/
X2915^=1/X2932^=1; no regular payment: X2718<=0/
X2735<=0/X2818<=0/X2835<=0/X2918<=0/X2935<=0)
In what month and year do you expect this loan to be repaid?
X2721(#1) Code month
X2738(#2) 1. January
X2821(#3) 2. February
X2838(#4) 3. March
X2921(#5) 4. April
X2938(#6) 5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6;
payments on schedule: X7521=1/X7520=1/X7519=1/X7518=1/
X7517=1/X7516=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X2722(#1) Code year
X2739(#2) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
X2822(#3) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
X2839(#4) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6;
X2922(#5) payments on schedule: X7521=1/X7520=1/X7519=1/X7518=1/
X2939(#6) X7517=1/X7516=1)
X2723(#1) How much is still owed on this loan?
X2740(#2)
X2823(#3) Code amount
X2840(#4) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
X2923(#5) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
X2940(#6) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6)
X2724(#1) What is the current annual rate of interest being charged
X2741(#2) on this loan?
X2824(#3)
X2841(#4) Code percent * 100
X2924(#5) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
X2941(#6) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6)
X2725(#1) Please look at the Institutions Card. Is the loan with any
X2742(#2) of the institutions on the Institutions Card, or from
X2825(#3) someplace else? (IF INSTITUTIONS CARD: Which institution?)
X2842(#4) (IF SOMEPLACE ELSE: What type of institution is that?)
X2925(#5) (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW
X2942(#6) INSTITUTION IS MENTIONED AT THIS POINT.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6)
X9107(#1) Recode: type of institution
X9108(#2) See MASTER INSTITIUTION LIST for other codes (See X308)
X9109(#3) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/
X9110(#4) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/
X9111(#5) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6)
X9112(#6)
X7183(#7) How much in total is owed on all the remaining loans?
Code amount
0. Inap. (no such loans: X7182=5; fewer than 7 loans: X2709<7)
X8443(#7) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no such loans: X7182^=1; did not break off
early in grid)
X7184(#7) How much in total are all the payments you are making on all
the remaining loans?
Code amount
-1. Nothing
-2. No regular payment
0. Inap. (no such loans: X7182=5; fewer than 7 loans: X2709<7)
X7185(#7) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no such loans: X7182=5; fewer than 7 loans: X2709<7)
X8444(#7) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
-1. Nothing
-2. No regular payment
0. Inap. (no such loans: X7182=5; did not break off
early in grid)
X8445(#7) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no such loans: X7182=5; did not break off
early in grid)
-----------------------------------------------------------------------------
PAYMENTS ON SCHECULE ON ALL TYPES OF LOANS
-----------------------------------------------------------------------------
X3004 Now thinking of all the various loan or mortgage payments
you made during 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. All paid as scheduled or ahead of schedule
5. Sometimes got behind or missed payments
0. Inap. (no types of loans: ......
X3005 Were you ever behind in your payments by two months or more?
1. YES
5. NO
0. Inap. (no types of loans: ......
not late with payments: X3004=1)
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
MISCELLANEOUS OPINION VARAIBLES
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
(#1-#5 in order reported by R)
X3006(#1) Now I'd like to ask you a few questions about your savings.
X3007(#2) People have different reasons for saving, even though they
X7513(#3) may not be saving all the time. What are your most
X7514(#4) important reasons for saving?
X7515(#5)
Now I'd like to ask you a few questions about your family's
savings. People have different reasons for saving, even
though they may not be saving all the time. What are your
family's most important reasons for saving?
(Anything else?)
1. Children's education; education of grandchildren
2. Own education; spouse's education; education -- NA for whom
3. "For the children/family" -- NFS; "to help the kids
out"; estate
5. Wedding, Bar Mitzvah, and other ceremonies (ex 17)
11. Buying own house (code summer cotage in 12)
12. Purchase of cottage or second home for own use
13. Buy a car, boat or other vehicle
14. Home improvements/repairs
15. To travel; take vacations; take other time off
16. Buy durable household goods, appliances, home
furnishings; hobby items; for other purchases not
codeable above or not further specifiec; "buy things
when we need/want them"; moving/special occasions
17. Burial/funeral expenses
18. Charitable or religious contributions
21. Buying (investing in) own business/farm; equipment for
business/farm
22. Retirement/old age
23. Reserves in case of unemployment
24. In case of illness; medical/dental expenses
25. Emergencies; "rainy days"; other unexpected needs; for
"security" and independence
26. Investments reasons (to get interest, to be
diversified, to buy other forms of assets)
27. To meet contractual commitments (debt repayment,
insurance, taxes, etc.) to pay off house
28. "To get ahead;" for the future; to advance standard of living
29. Ordinary living expenses/bills
31. No reason (except 90, 91, 92)
90. Had extra income; saved becaused had the money left
over -- no other purpose specified
91. Wise/prudent thing to do; good discipline to save; habit
92. Liquidity; to have cash available/on hand
-1. Don't/can't save; "have no money"
-7. Other
X3010 In the next five to ten years, are there any foreseeable
major expenses that you expect to have to pay for yourself,
such as educational expenses, purchase of a new home,
health care costs, support for other family members, or
anything else?
In the next five to ten years, are there any foreseeable
major expenses that you and your family expect to have to
pay for yourselves, such as educational expenses, purchase
of a new home, health care costs, support for other family
members, or anything else?
1. YES
5. NO
(#1-#6 in order reported by R)
X3011(#1) INTERVIEWER: SHOW CARD 7
X3012(#2) What kinds of obligations are these?
X3013(#3) CODE ALL THAT APPLY
X7512(#4)
X7511(#5) 1. EDUCATION OF CHILDREN (incl. step and adopted); grandkids
X6667(#6) 2. EDUCATION: OTHERS (incl. R & spouse)
3. HEALTH CARE: SELF/SPOUSE
4. HEALTH CARE: OTHERS (incl. elderly parents/disabled child)
5. Health care/medical expenses -- NA for whom
11. General support for R/spouse in Retirement or old age
12. General support for child/grandchild;
13. General support for parents
14. General support for others or NA for whom
21. Home purchase (incl. vacation home)
22. Purchase of car or other large durable goods
23. Burial expenses
24. Taxes
25. Home repairs/improvements
26. Weddings, vacations, moving and other special expenditures
31. Business/investment; start/expand own business
32. Divorce, legal expenses
33. Investment, major purchase
34. Charitable expense
41. Bills/living expenses --NFS
-7. OTHER
0. Inap. (no expected major expenses: X3010^=1)
NOTE: CARD 7 contains the following text in a vertical
column: "Education for your children," "Education for
others," "Future health care for self/spouse," "Health care
for others," "Purchase of new home," "Other major financial
obligation."
X7186 Are you saving for these expenses now?
Are you saving for this expense now?
1. YES
5. NO
0. Inap. (no expected major expenses: X3010^=1)
X3008 INTERVIEWER: SHOW CARD 8
In planning your saving and spending, which of the time periods
listed on this page is most important to you?
In planning your family's saving and spending, which of the
time periods listed on this page is most important to you
and your (spouse/partner)?
In planning your family's saving and spending, which of the
time periods listed on this page is most important to you?
1. NEXT FEW MONTHS
2. NEXT YEAR
3. NEXT FEW YEARS
4. NEXT 5-10 YEARS
5. LONGER THAN 10 YEARS
NOTE: CARD 8 contains the following text in a vertical
column: "Next few months," " Next year," "Next 5 to 10
years," "Longer than 10 years."
X3014 INTERVIEWER: SHOW CARD 9
Which of the statements on this page comes closest to the
amount of financial risk that you and your (spouse/partner)
are willing to take when you save or make investments?
Which of the statements on this page comes closest to the
amount of financial risk that you are willing to take when
you save or make investments?
INTERVIEWER: READ ANSWERS ONLY IF NECESSARY. IF MORE THAN
ONE RESPONSE IS GIVEN USE THE FIRST CATEGORY THAT APPLIES.
1. TAKE SUBSTANTIAL FINANCIAL RISKS EXPECTING TO EARN
SUBSTANTIAL RETURNS
2. TAKE ABOVE AVERAGE FINANCIAL RISKS EXPECTING TO EARN
ABOVE AVERAGE RETURNS
3. TAKE AVERAGE FINANCIAL RISKS EXPECTING TO EARN AVERAGE
RETURNS
4. NOT WILLING TO TAKE ANY FINANCIAL RISKS
NOTE: CARD 9 contains the following text in a vertical
column: "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."
INTERVIEWER: SHOW CARD 10
Which of the following statements on this page comes closest
to describing your and your (spouse/partner)'s saving habits?
Which of the following statements on this page comes closest to
describing your saving habits?
INTERVIEWER: DO NOT PROBE FOR MORE THAN ONE RESPONSE.
ENTER MULTIPLE RESPONSES ONLY IF R VOLUNTEERS THEM
X3015 DON'T SAVE - USUALLY SPEND MORE THAN INCOME
X3016 DON'T SAVE - USUALLY SPEND ABOUT AS MUCH AS INCOME
X3017 SAVE WHATEVER IS LEFT OVER AT THE END OF THE MONTH - NO REGULAR PLAN
X3018 SAVE INCOME OF ONE FAMILY MEMBER, SPEND THE OTHER
X3019 SPEND REGULAR INCOME, SAVE OTHER INCOME
X3020 SAVE REGULARLY BY PUTTING MONEY ASIDE EACH MONTH
1. Checked
5. Not checked
NOTE: CARD 10 contains the following text in a vertical
column: "Don't save -- Usually spend more than income,"
"Don't save -- Usually spend about as much as income,"
"Save whatever is left over at the end of each month -- No
regular plan," "Save income of one family member, spend the
other," "Save regularly by putting money aside each month."
X3023 INTERVIEWER: SHOW CARD 11
Looking at this card, how would you rate the retirement
income you (receive or expect to receive) from Social
Security and job pensions?
1. TOTALLY INADEQUATE
2.
3. ENOUGH TO MAINTAIN LIVING STANDARDS
4.
5. VERY SATISFACTORY
X7510 Over the past year, would you say that your spending
exceeded your income, that it was about the same as your
income, or that you spent less than your income?
Over the past year, would you say that your family's
spending exceeded your family's income, that it was about
the same as your income, or that you spent less than your
income?
(Spending should not include any investments you have made.)
1. SPENDING EXCEEDED INCOME
2. SPENDING EQUALLED INCOME
3. SPENDING WAS LESS THAN INCOME
NOTE: CARD 11 contains the following information:
The numbers 1 through 5 in a horizonal row bounded by dark
lines. Below 1 is printed "Totally inadequate"; below 3
is printed "Enough to maintain standard"; and below 5 is
printed "Very satisfactory." Nothing is printed below 2 and 4.
X7509 Did any of that spending include purchases of a home or
automobile or spending for any investments?
1. YES
5. NO
0. Inap. (spending less than income: X7510=3)
X7508 Including only monthly payments on your house or car and
leaving aside any spending on investments, over the past
year, would you say that your spending exceeded your
income, that it was about the same as your income, or that
you spent less than your income?
Including only monthly payments on your house or car and
leaving aside any spending on investments, over the past
year, would you say that your family's spending exceeded
your family's income, that it was about the same as your
income, or that you spent less than your income?
1. SPENDING EXCEEDED INCOME
2. SPENDING EQUALLED INCOME
3. SPENDING WAS LESS THAN INCOME
0. Inap. (spending less than or equal to income:
X7510=2 or 3; spending did not include durables
purchases: X7509^=1)
X7507 To make up the difference, did you borrow additional money,
did you spend out of savings or investments, or did you do
something else?
1. BORROWED MONEY
2. SPENT OUT OF SAVINGS INVESTMENTS
3. Got behind on payments; didn't pay bills
4. Help from others
5. (Possible respondent error #1) Cut bock on expenses
6. (Possible respondent error #2) Got additional income
-7. OTHER
0. Inap. (spending less than or equal to income)
X7187 About how much do you think you need to have in savings for
unanticipated emergencies and other unexpected things that
may come up?
About how much do you think you and your family need to
have in savings for unanticipated emergencies and other
unexpected things that may come up?
Code amount
-1. Nothing
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
FINANCIAL ASSETS (ALSO INCLUDES SOME MISC. ASSETS AND DEBTS)
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
CHECKING ACCOUNTS
-----------------------------------------------------------------------------
X3501 Now I'd like to ask about different types of financial
assets that
you might have. First, do you have any checking accounts
at any type of institution?
you might have. First, do you or anyone in your family
living here have any checking accounts at any type of
institution?
PROBE: Please do not include any money market accounts
unless you use them regularly as checking accounts.
1. YES
5. NO
X3502 Have you ever had a checking account?
Have you or anyone in your family living here ever had a
checking account?
1. YES
5. NO
0. Inap. (R has a checking account: X3501=1)
X3503 (SHOW CARD 12) Looking at this list, please tell me which
is the most
important reason you don't have a checking account.
important reason your family doesn't have a checking account.
1. Don't write enough checks to make it worthwhile
2. Minimum balance is too high
3. Do not like dealing with banks
4. Service charges are too high
5. No bank has convenient hours or location
12. Checkbook has been/could be lost/stolen
13. Haven't gotten around to it
14. R has alternative source of checking services (MMA,
MIA, etc) (does not include individuals who write
checks for R)
15. R not allowed to have account (e.g., asset test for welfare)
20. R does not need/want a checking account (NEC)
21. Credit problems; bankruptcy; R does not meet depository's
qualifications for having an account
95. Don't have (enough) money
-1. Can't manage/balance a checking account
-7. Other
0. Inap. (R has a checking account: X3501=1)
NOTE: CARD 12 contains the following text in a vertical
column: "Don't write enough checks to make it worthwhile,"
" Minimum balance too high," "Do not like dealing with
banks," "Service charges too high," "No bank has convenient
hours or location," "Some other reason."
X3504 How many checking accounts do you have?
How many checking accounts do you and your family living
here have?
(IF R ASKS: INCLUDE MONEY MARKET ACCOUNTS ONLY IF THEY ARE
USED AS CHECKING ACCOUNTS)
Code number of accounts
0. Inap. (R has no checking account: X3501^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 10
*********************************************
X6695 Originally reported value of X3504 (see introduction)
Code number of accounts
0. Inap. (R has no checking account: X3501^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 10
*********************************************
-----------------------------------------------------------------------------
#1 refers to the first checking account
#2 refers to the second checking account
#3 refers to the third checking account
#4 refers to the fourth checking account
#5 refers to the fifth checking account
#6 refers to the sixth checking account
#7 refers to the remaining checking accounts
-----------------------------------------------------------------------------
X3505(#1) Please look at the Institutions Card. Thinking about your
X3509(#2) checking account, is this account with any of the
X3513(#3) institutions on the Institutions Card, or from someplace
X3517(#4) else? (IF INSTITUTIONS CARD: Which institution?) (IF
X3521(#5) SOMEPLACE ELSE: What type of institution is that?)
X3525(#6) (INTERVIEWER: CHECK THE INSTITUTIONS CARD AND UPDATE IF A
NEW INSTITUTION IS MENTIONED.)
Please look at the Institutions Card. Thinking about your
main checking account, the one used to write most of your
checks, is this account with any of the institutions on the
Institutions Card, or from someplace else? (IF
INSTITUTIONS CARD: Which institution?) (IF SOMEPLACE ELSE:
What type of institution is that?) (INTERVIEWER: CHECK THE
INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
Please look at the Institutions Card. Thinking about the
next account, is this account with any of the institutions
on the Institutions Card, or from someplace else? (IF
INSTITUTIONS CARD: Which institution?) (IF SOMEPLACE ELSE:
What type of institution is that?) (INTERVIEWER: CHECK THE
INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (R has no checking account: X3501^=1/fewer than
2 accounts: X3504<2/fewer than 3 accounts: X3504<3/
fewer than 4 accounts: X3504<4/fewer than 5 accounts:
X3504<5/fewer than 6 accounts: X3504<6)
X9113(#1) Recode: type of institution
X9114(#2)
X9115(#3) See MASTER INSTITIUTION LIST for other codes (See X308)
X9116(#4) 0. Inap. ( (R has no checking account: X3501^=1/fewer than
X9117(#5) 2 accounts: X3504<2/fewer than 3 accounts: X3504<3/
X9118(#6) fewer than 4 accounts: X3504<4/fewer than 5 accounts:
X3504<5/fewer than 6 accounts: X3504<6)
X3506(#1) How much is in this account? (What was the average over the
X3510(#2) last month?)
X3514(#3)
X3518(#4) Code amount
X3522(#5) -1. Nothing
X3526(#6) 0. Inap. ( (R has no checking account: X3501^=1/fewer than
2 accounts: X3504<2/fewer than 3 accounts: X3504<3/
fewer than 4 accounts: X3504<4/fewer than 5 accounts:
X3504<5/fewer than 6 accounts: X3504<6)
X3507(#1) Is this a money market-type account?
X3511(#2)
X3515(#3) 1. YES
X3519(#4) 5. NO
X3523(#5) 0. Inap. (R has no checking account: X3501^=1/fewer than
X3527(#6) 2 accounts: X3504<2/fewer than 3 accounts: X3504<3/
fewer than 4 accounts: X3504<4/fewer than 5 accounts:
X3504<5/fewer than 6 accounts: X3504<6)
X7601(#1) Is this a joint checking account, or is the account in your
X7603(#2) name, in your husband's name, or something else?
X7605(#3)
X7607(#4) Is this a joint checking account, or is the account in your
X7609(#5) name, in your wife's name, or something else?
X7611(#6)
Is this a joint checking account, or is the account in your
name, in your partner's name, or something else?
Is this checking account in your name, or something else?
Is this a joint checking account, or is the account in your name?
1. Joint account
2. R's account
3. Spouse's/partner's account
4. Other family member's account
5. Child only
6. Child and respondent or spouse
7. Other relative
8. Other relative with respondent or spouse
9. Unrelated person, NFS
10. Unrelated person with respondent or spouse
50. Trust account
51. Personal business account
-7. Other
0. Inap. (R has no checking account: X3501^=1/fewer than
2 accounts: X3504<2/fewer than 3 accounts: X3504<3/
fewer than 4 accounts: X3504<4/fewer than 5 accounts:
X3504<5/fewer than 6 accounts: X3504<6; R lives
alone: X101=1)
X3529(#7) How much is in all your remaining checking accounts? (What
was the average over the last month?)
How much is in all your family's remaining checking accounts?
(What was the average over the last month?)
Code amount
-1. Nothing
0. Inap. (R has no checking account: X3501^=1; fewer than
7 accounts: X3504<7)
X8446(#7) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no checking account: X3501^=1; did not
break off early in grid)
X3530 (SHOW CARD 13) Which of the reasons on this card is the
most important reason you 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?
(SHOW CARD 13) Which of the reasons on this card is the
most important reason 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. Recommended
2. High interest rates
3. Location of offices
4. Other business done here
5. Easy to qualify (for credit); only place that would
give us a loan
6. Many services in one place
7. Low fees or service charge
8. Safety
9. Other convenience mentions/payroll deduction
11. Personal relationship; they know me; R/spouse works
there; small institution
12. Staff qualifications
13. Bank bought by another institution
14. Always done business there; banked there a long time
23. Advertisement
24. Convenient hours
25. No particular reason
26. No other institutions
27. Gift for opening account; other promotion
28. Interest rates on deposits
29. Reputation
30. Unable to open an account at another instituions
31. Dissatisfaction with previous institution
-7. Other
0. Inap. (R has no checking account: X3501^=1)
NOTE: CARD 13 contains the following text in a vertical
column: "Location of their offices," "Had the lowest fees
or minimum balance requirement," "Able to obtain many
services at one place," "Offered safety and absence of
risk," "Some other reason."
X3531 For how many years have you done business with this
institution?
For how many years has someone in your family living here
done business with this institution?
Code number of years
-1. Less than a year
0. Inap. (R has no checking accounts: X3501^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 60
********************************************
-----------------------------------------------------------------------------
IRA/KEOGH ACCOUNTS
-----------------------------------------------------------------------------
X3601 Do you have any Individual Retirement Accounts, that is,
IRA or Keogh accounts?
Do you or anyone in your family here have any Individual
Retirement Accounts, that is, IRA or Keogh accounts?
1. YES
5. NO
-----------------------------------------------------------------------------
#1 refers to IRA/Keogh account of R
#2 refers to IRA/Keogh account of spouse/partner
#3 refers to IRA/Keogh account of other PEU member
-----------------------------------------------------------------------------
X3602(#1) Are any of the IRA or Keogh accounts yours?
X3612(#2) Does your spouse have IRA or Keogh accounts?
Does your partner have IRA or Keogh accounts?
X3622(#3) Do any other family members have IRA or Keogh accounts?
1. YES
5. NO (or: no spouse or partner in PEU: X107^=1/no other
PEU members: (X113, X125, X131, X137, X207, X213,
X219, X225)^=1)
0. Inap. (No IRA/Keogh accounts: X3601^=1)
X3603(#1) How many IRA and Keogh accounts do you have?
X3613(#2) How many IRA and Keogh accounts does your spouse have?
How many IRA and Keogh accounts does your partner have?
X3623(#3) How many IRA and Keogh accounts do your other family
members have?
Code number of accounts
0. Inap. (No IRA/Keogh accounts: X3601^=1; no IRA/Keoghs:
X3601^=1/no spouse or partner in PEU: X107^=1/no other
PEU members: X113^=1; person has no account: X3602^=1/
X3612^=1/X3622^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
********************************************
About your (account, is this an/accounts, are these) IRA or
Keogh account(s)?
About your spouse's (account, is this an/accounts, are these)
IRA or Keogh account(s)?
About your partner's (account, is this/accounts, are these)
IRA or Keogh account(s)?
About your other family member's (account, is
this/accounts, are these) IRA or Keogh(s)?
X3604(#1) IRA
X3614(#2)
X3624(#3)
X3605(#1) KEOGH
X3615(#2)
X3625(#3)
1. Checked
5. Not checked
0. Inap. (No IRA/Keogh accounts: X3601^=1; no IRA/Keoghs:
X3601^=1/no spouse or partner in PEU: X107^=1/no other
PEU members: X113^=1; person has no account: X3602^=1/
X3612^=1/X3622^=1; if only one account either IRA or
KEOGH is inap.)
X3610(#1) How much in total is in your [IRA(s)/Keogh account(s)/IRA
X3620(#2) and Keogh accounts]?
X3630(#3)
How much in total is in your spouse's [IRA(s)/Keogh account(s)/IRA
and Keogh accounts]?
How much in total is in your partner's [IRA(s)/Keogh account(s)/IRA
and Keogh accounts]?
Code amount
0. Inap. (No IRA/Keogh accounts: X3601^=1; no IRA/Keoghs:
X3601^=1/no spouse or partner in PEU: X107^=1/no other
PEU members: X113^=1; person has no account: X3602^=1/
X3612^=1/X3622^=1)
(#1): X3606 X3607 X3608 X3609 X7501 X6721
(#2): X3616 X3617 X3618 X3619 X7502 X6722
(#3): X3626 X3627 X3628 X3629 X7503
Please look at the Institutions Card. Q778(5.6) with any of
the institutions on the Institutions Card, or from
someplace else? (CODE ALL THAT APPLY.) (IF INSTITUTIONS
CARD: Which institution(s)?) (IF SOMEPLACE ELSE: What
type(s) of institution(s)? (INTERVIEWER: CHECK
INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (No IRA/Keogh accounts: X3601^=1; no IRA/Keoghs:
X3601^=1/no spouse or partner in PEU: X107^=1/no other
PEU members: X113^=1; person has no account: X3602^=1/
X3612^=1/X3622^=1; at least one institution field must
be filled out, but higher order fields may be inap.)
(#1): X9119 X9120 X9121 X9122 X9209 X9223
(#2): X9123 X9124 X9125 X9126 X9210 X9224
(#3): X9127 X9128 X9129 X9130 X9211
Recode: type of institution
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (No IRA/Keogh accounts: X3601^=1; no IRA/Keoghs:
X3601^=1/no spouse or partner in PEU: X107^=1/no other
PEU members: X113^=1; person has no account: X3602^=1/
X3612^=1/X3622^=1; at least one institution field must
be filled out, but higher order fields may be inap.)
X3631 How is the money in (this/all of these) IRA and Keogh
accounts(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?
How is the money in (all) your family's IRA and 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. CDs/Bank accounts; "money market"
2. Stock; "mutal funds"
3. Bonds/Similar assets; T-Bills; treasury notes
4. Combinations of 1, 2, & 3 ; "mixed"/"diversified" -- NFS
5. Combiantion of 2 & 3 above
6. Combination of 1 & 2 above
11. Universal life policy or other similar insurance product
12. Annuity
13. Commodities
14. Real estate/mortgages
15. Limited partnership/other similar investment
16. Brokerage account/cash management account (CMA)
-7. Other
0. Inap. (No IRA/Keogh accounts: X3601^=1)
-----------------------------------------------------------------------------
MONEY MARKET ACCOUNTS
-----------------------------------------------------------------------------
X3701 Not including any accounts I have already recorded, do you
have any money market accounts?
Not including any accounts I have already recorded, do you
or anyone in your family here have any money market accounts?
1. YES
5. NO
X3702 Altogether, how many of these money market accounts do you
have?
Altogether, how many of these money market accounts do you
and your family living here have?
Code number of accounts
0. Inap. (no money market accounts: X3701^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 10
*********************************************
X6696 Originally reported value of X3702 (see ingroduction)
Code number of accounts
0. Inap. (no money market accounts: X3701^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 10
*********************************************
-----------------------------------------------------------------------------
#1 refers to the first money market account
#2 refers to the second money market account
#3 refers to the third money market account
#4 refers to the remaining money market accounts
-----------------------------------------------------------------------------
X3703(#1) Does this account have check-writing privileges?
X3708(#2)
X3713(#3) Does the largest account have check-writing privileges?
Does the next largest account have check-writing privileges?
1. YES
5. NO
0. Inap. (no money market accounts: X3701^=1/fewer than 2
accounts: X3702<2/fewer than 3 account: X3702<3/fewer
than 4 accounts: X3703<4)
X3704(#1) Is this a tax-free money market account?
X3709(#2)
X3714(#3) 1. YES
5. NO
0. Inap. (no money market accounts: X3701^=1/fewer than 2
accounts: X3702<2/fewer than 3 account: X3702<3/fewer
than 4 accounts: X3703<4)
X3705(#1) Please look at the Institutions Card. Is this account with
X3710(#2) any of the institutions on the Institutions Card, or from
X3715(#3) someplace else? (IF INSTITUTIONS CARD: Which institution?)
(IF SOMEPLACE ELSE: What type of institution is that?)
(INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW
INSTITUTION IS MENTIONED.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no money market accounts: X3701^=1/fewer than 2
accounts: X3702<2/fewer than 3 account: X3702<3/fewer
than 4 accounts: X3703<4)
X9131(#1) Recode: type of institution
X9132(#2)
X9133(#3) See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no money market accounts: X3701^=1/fewer than 2
accounts: X3702<2/fewer than 3 account: X3702<3/fewer
than 4 accounts: X3703<4)
X3706(#1) How much is in this account?
X3711(#2)
X3716(#3) Code amount
-1. Nothing
0. Inap. (no money market accounts: X3701^=1/fewer than 2
accounts: X3702<2/fewer than 3 account: X3702<3/fewer
than 4 accounts: X3703<4)
X7613(#1) Is this a joint money market account, or is the account in
X7615(#2) your name, in your husband's name, or something else?
X7617(#3)
Is this a joint money market account, or is the account in
your name, in your wife's name, or something else?
Is this a joint money market account, or is the account in
your name, in your partner's name, or something else?
Is this money market account in your name or something else?
Is this a joint money market account, or is the account in
your name?
1. Joint account
2. R's account
3. Spouse's/partner's account
4. Other family member's account
5. Child only
6. Child and respondent or spouse
7. Other relative
8. Other relative with respondent or spouse
9. Unrelated person, NFS
10. Unrelated person with respondent or spouse
50. Trust account
51. Personal business account
-7. Other
0. Inap. (no money market accounts: X3701^=1/fewer than 2
accounts: X3702<2/fewer than 3 account: X3702<3/fewer
than 4 accounts: X3703<4; R lives alone: X101=1)
X3718(#4) How much is in all your remaining money market accounts?
How much is in all your family's remaining money market
accounts?
Code amount
-1. Nothing
0. Inap. (no money market accounts: X3701^=1; fewer than 4
accounts: X3702<4)
X8447(#4) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no money market accounts: X3701^=1; did not
break off early in grid)
-----------------------------------------------------------------------------
CERTIFICATES OF DEPOSIT
-----------------------------------------------------------------------------
X3719 Not including CDs that are part of IRAs or Keoghs, do you
have any CDs or certificates of deposit at financial
institutions?
Not including CDs that are part of IRAs or Keoghs, do you
or anyone in your family here have any CDs or certificates
of deposit at financial institutions?
(IF R ASKS: CDs ARE CERTIFICATES HELD FOR A SET PERIOD OF
TIME THAT MUST BE CASHED OR RENEWED AT THE MATURITY DATE.)
1. YES
5. NO
X3720 Altogether, how many such CDs do you have?
Altogether, how many such CDs do you and your family living
here have?
Code number
0. Inap. (no certificates of deposit: X3719^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 20
*********************************************
X3721 What is the total dollar value of all these CDs?
What is the total dollar value of this CD?
Code amount
0. Inap. (no certificates of deposit: X3719^=1)
X3722 X3723 X3724 X3725 X7618 X6654 X6655
(Please look the at Institutions Card.) Is this CD with any
of the institutions on the Institutions Card, or from
someplace else? (CODE ALL THAT APPLY) (IF INSTITUTIONS
CARD: Which institution?) (IF SOMEPLACE ELSE: What type
of institution?) (INTERVIEWER: CHECK INSTITUTIONS CARD AND
UPDATE IF A NEW INSTITUTION IS MENTIONED.)
(Please look the at Institutions Card.) Are these CDs with
any of the institutions on the Institutions Card, or from
someplace else? (CODE ALL THAT APPLY) (IF INSTITUTIONS
CARD: Which institutions?) (IF SOMEPLACE ELSE: What
types of institutions?) (INTERVIEWER: CHECK INSTITUTIONS
CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no certificates of deposit: X3719^=1; if there
are any CDs, the first field must be non-zero, but
higher order fields may be inap.)
X9134 X9135 X9136 X9137 X9214 X9217 X9218
Recode: type of institution
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no certificates of deposit: X3719^=1; if there
are any CDs, the first field must be non-zero, but
higher order fields may be inap.)
X7620 Is this CD held jointly, or is it in your name, in your
husband's name, or something else?
Is this CD held jointly, or is it in your name, in your
wife's name, or something else?
Is this CD held jointly, or is it in your name, in your
partner's name, or something else?
Is this CD in your name or something else?
Is this CD held jointly, or is it in your name?
Is most of the money in these CDs held jointly, or is most
of it in your name, in your husband's name, or something else?
Is most of the money in these CDs held jointly, or is most
of it in your name, in your wife's name, or something else?
Is most of the money in these CDs held jointly, or is most
of it in your name, in your partner's name, or something else?
Is most of the money in these CDs in your name or something else?
Is most of the money in these CDs held jointly, or is most
of it in your name?
1. Joint account
2. R's account
3. Spouse's/partner's account
4. Other family member's account
5. Child only
6. Child and respondent or spouse
7. Other relative
8. Other relative with respondent or spouse
9. Unrelated person, NFS
10. Unrelated person with respondent or spouse
11. Equal amounts in R/spouse names
50. Trust account
51. Personal business account
-7. Other
0. Inap. (no certificates of deposit: X3719^=1; R lives
alone: X101=1)
-----------------------------------------------------------------------------
SAVINGS ACCOUNTS
-----------------------------------------------------------------------------
X3801 Do you 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.
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. YES
5. NO
X3802 How many such accounts do you have?
How many such accounts do you and your family living here
have?
Code number of accounts
0. Inap. (no savings accoutnsL X3801^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 10
********************************************
X6697 Originally reported value of X3802 (see introduction)
Code number of accounts
0. Inap. (no savings accounts: X3801^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 10
********************************************
-----------------------------------------------------------------------------
#1 refers to the first savings account
#2 refers to the second savings account
#3 refers to the third savings account
#4 refers to the fourth savings account
#5 refers to the fifth savings account
#6 refers to the remaining savings accounts
-----------------------------------------------------------------------------
X3803(#1) Please look at the Institutions Card. Is this account with
X3806(#2) any of the institutions on the Institutions Card, or from
X3809(#3) someplace else? (IF INSTITUTIONS CARD: Which institution?)
X3812(#4) (IF SOMEPLACE ELSE: What type of institution is that?)
X3815(#5) (INTERVIEWER: CHECK THE INSTITUTIONS CARD AND UPDATE IF A
NEW INSTITUTION IS MENTIONED.)
Please look at the Institutions Card. Is the largest
account with any of the institutions on the Institutions
Card, or from someplace else? (IF INSTITUTIONS CARD: Which
institution?) (IF SOMEPLACE ELSE: What type of institution
is that?) (INTERVIEWER: CHECK THE INSTITUTIONS CARD AND
UPDATE IF A NEW INSTITUTION IS MENTIONED.)
Please look at the Institutions Card. Is the next largest
account with any of the institutions on the Institutions
Card, or from someplace else? (IF INSTITUTIONS CARD: Which
institution?) (IF SOMEPLACE ELSE: What type of institution
is that?) (INTERVIEWER: CHECK THE INSTITUTIONS CARD AND
UPDATE IF A NEW INSTITUTION IS MENTIONED.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no savings accounts: X3801^=1/fewer than 2
accounts: X3802<2/fewer than 3 account: X3802<3/fewer
than 4 accounts: X3802<4/fewer than 5 accounts: X3802<5)
X9138(#1) Recode: type of institution
X9139(#2)
X9140(#3) See MASTER INSTITIUTION LIST for other codes (See X308)
X9141(#4) 0. Inap. (no savings accounts: X3801^=1/fewer than 2
X9142(#5) accounts: X3802<2/fewer than 3 account: X3802<3/fewer
than 4 accounts: X3802<4/fewer than 5 accounts: X3802<5)
X3804(#1) How much is in this account?
X3807(#2)
X3810(#3) Code amount
X3813(#4) -1. Nothing
X3816(#5) 0. Inap. (no savings accounts: X3801^=1/fewer than 2
accounts: X3802<2/fewer than 3 account: X3802<3/fewer
than 4 accounts: X3802<4/fewer than 5 accounts: X3802<5)
***Many unresolved -7's as no verbatim responses were recorded
X7622(#1) Is this a joint savings account, or is the account in your
X7624(#2) name, in your husband's name, or something else?
X7626(#3)
X7628(#4) Is this a joint savings account, or is the account in your
X7630(#5) name, in your wife's name, or something else?
Is this a joint savings account, or is the account in your
name, in your partner's name, or something else?
Is this savings account in your name or something else?
Is this a joint savings account, or is the account in your
name?
1. Joint account
2. R's account
3. Spouse's/partner's account
4. Other family member's account
5. Child only
6. Child and respondent or spouse
7. Other relative
8. Other relative with respondent or spouse
9. Unrelated person, NFS
10. Unrelated person with respondent or spouse
50. Trust account
51. Personal business account
-7. Other
0. Inap. (no savings accounts: X3801^=1/fewer than 2
accounts: X3802<2/fewer than 3 account: X3802<3/fewer
than 4 accounts: X3802<4/fewer than 5 accounts: X3802<5)
NOTE: program error on this question resulted in failure to
capture verbatim responses to "other."
X3818(#6) How much is in all your remaining savings accounts? (What
was the average over the last month?)
How much is in all your family's remaining savings
accounts? (What was the average over the last month?)
Code amount
-1. Nothing
0. Inap. (no savings accounts: X3801^=1; fewer than 6
accounts: X3802<6)
X8448(#6) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no savings accounts: X3801^=1; did not
break off early in grid)
-----------------------------------------------------------------------------
MUTUAL FUNDS
-----------------------------------------------------------------------------
X3819 Not including any pension-type, thrift-saving, 401K, or
IRA/Keogh plans,
do you have any shares in mutual funds?
do you or anyone in your family here have any shares in
mutual funds?
1. YES
5. NO
X3821 I need to know what types of mutual funds you have. Do you
have. . .
Stock Funds?
1. YES
5. NO
0. Inap. (no mutual funds: X3819^=1)
X3822 What is the total market value of all of the Stock Funds
that you have?
What is the total market value of all of the Stock Funds
that you and your family living here have?
Code amount
0. Inap. (no mutual funds: X3819^=1; no stock funds: X3821^=1)
X3823 Do you have. . .
Tax-Free Bond Funds?
1. YES
5. NO
0. Inap. (no mutual funds: X3819^=1)
X3824 What is the total market value of all of the Tax-Free Bond
Funds that you have?
What is the total market value of all of the Tax-Free Bond
Funds that you and your family living here have?
Code amount
0. Inap. (no mutual funds: X3819^=1; no tax-free bond
funds: X3823^=1)
X3825 Do you have. . .
Government or Government backed Bond Funds?
1. YES
5. NO
0. Inap. (no mutual funds: X3819^=1)
X3826 What is the total market value of all of the Government or
Government backed Bond Funds that you have?
What is the total market value of all of the Government or
Government backed bond funds that you and your family
living here have?
Code amount
0. Inap. (no mutual funds: X3819^=1; no government or
government backed bond funds: X3825^=1)
X3827 Do you have. . .
Other Bond Funds?
1. YES
5. NO
0. Inap. (no mutual funds: X3819^=1)
X3828 What is the total market value of all of the Other Bond Funds
that you have?
What is the total market value of all of the Other Bond Funds
that you and your family living here have?
Code amount
0. Inap. (no mutual funds: X3819^=1; no other bond
funds: X3827^=1)
X3829 Do you have. . .
Combination funds or any other mutual funds?
1. YES
5. NO
0. Inap. (no mutual funds: X3819^=1)
X3830 What is the total market value of all of the Combination
funds or any other mutual funds that you have?
What is the total market value of all of the Combination
funds or any other mutual funds that you and your family
living here have?
Code amount
0. Inap. (no mutual funds: X3819^=1; no combination or
other types of mutual funds: X3829^=1)
If the R reported having a mutual fund (X3819=1) , but answered NO to
having all types (X3821=5, X3823=5, X3825=5, X3827=5, and X3829=5),
the the CAPI program asked what type of fund the R had and requested
the total amount in mutual funds; based on the information provided,
these funds were reclassified. If the R gave a missing value response
to the value of all types of mutual funds that R reported having (J3821<90
and J3822>91, J3823<90 and J3824>91, J3825<90 and J3826>91, J3827<90
and J3828>91, and J3829<90 and J3830>91) then the total amount was
asked. As in the cases where R broke off before completing a grid,
this total amount was used as a constraint in the imputation of the
individual components.
X6704 What is the total market value of all of the mutual funds
that you have?
What is the total market value of all of the mutual funds
that you and your family living here have?
Code amount
0. Inap. (no mutual funds: X3819^=1; R either provided
nonmissing responses for at least one of the relevant
amounts for applicable types)
X3820 In how many different mutual funds do you own shares?
In how many different mutual funds does your family own
shares?
(INTERVIEWER: WE WANT THE NUMBER OF FUNDS, NOT THE NUMBER
OF FUND MANAGEMENT COMPANIES.)
Code number of plans
0. Inap. (no mutual funds: X3819^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 25
********************************************
X3831 Overall has there been a gain or loss in the value of all
these mutual fund shares since you obtained them?
Overall has there been a gain or loss in the value of all
these mutual fund shares since you or someone in your
family here obtained them?
1. Gain
3. Neither gain nor loss
5. Loss
0. Inap. (no mutual funds: X3819^=1)
How much have they gained in value since they were obtained?
X3832 Code percent gain * 100
-2. Virtually all
0. Inap. (no mutual funds: X3819^=1; no gain: X3831^=1)
X3833 Code amount
-2. Virtually all
0. Inap. (no mutual funds: X3819^=1; no gain: X3831^=1)
How much have they lost in value since they were obtained?
X3834 Code percent * 100
-2. Virtually all
0. Inap. (no mutual funds: X3819^=1; no loss: X3831^=5)
X3835 Code amount
-2. Virtually all
0. Inap. (no mutual funds: X3819^=1; no loss: X3831^=5)
-----------------------------------------------------------------------------
SAVINGS BONDS
-----------------------------------------------------------------------------
X3901 Do you have any U.S. government savings bonds? (THESE MAY
BE CALLED SERIES EE OR HH. ONE WAY THEY CAN BE PURCHASED
IS BY PAYROLL DEDUCTION.)
Do you or anyone in your family here have any
U.S. government savings bonds? (THESE MAY BE CALLED SERIES
EE OR HH. ONE WAY THEY CAN BE PURCHASED IS BY PAYROLL DEDUCTION.)
1. YES
5. NO
X3902 What is the total face value of all the savings bonds that you
have?
and your family have?
Code amount
0. Inap. (no savings bonds: X3901^=1)
-----------------------------------------------------------------------------
BONDS OTHER THAN SAVINGS BONDS
-----------------------------------------------------------------------------
X3903 Not including any bonds or bills held in pension accounts
or trusts, or in accounts I have already recorded, do you
have any other corporate, municipal, government, or other
type of bonds or bills?
Not including any bonds or bills held in pension accounts
or trusts, or in accounts I have already recorded, do you
or anyone here have any other corporate, municipal,
government, or other type of bonds or bills?
1. YES
5. NO
X3905 I need to know what types of bonds or bills you have. Do
you have. . .
Mortgage-backed bonds such as those from "Ginnie-Mae",
"Fannie-Mae" or "Freddie-Mac"?
1. YES
5. NO
0. Inap. (no bonds: X3903^=1)
X3906 What is the face value of all of the Mortgage-backed bonds
that you have?
What is the face value of all of the Mortgage-backed bonds
that you and your family living here have?
Code amount
0. Inap. (no bonds: X3903^=1; no mortgage backed bonds:
X3905^=1)
X7635 What is the total market value?
Code amount
0. Inap. (no bonds: X3903^=1; no mortgage backed bonds:
X3905^=1)
X3907 Do you have. . .
U.S. Government bonds or Treasury bills?
1. YES
5. NO
0. Inap. (no bonds: X3903^=1)
X3908 What is the face value of all of the U.S. Government bonds
or Treasury bills that you have?
What is the face value of all of the U.S. Government bonds
or Treasury bills that you and your family living here have?
Code amount
0. Inap. (no bonds: X3903^=1; no govenment bonds or bills:
X3907^=1)
X7636 What is the total market value?
Code amount
0. Inap. (no bonds: X3903^=1; no govenment bonds or bills:
X3907^=1)
X3909 Do you have. . .
State or municipal bonds, or other taxfree bonds?
1. YES
5. NO
0. Inap. (no bonds: X3903^=1)
X3910 What is the face value of all of the State or municipal
bonds, or other taxfree bonds that you have?
What is the face value of all of the State or municipal
bonds, or other taxfree bonds that you and your family
living here have?
Code amount
0. Inap. (no bonds: X3903^=1; no taxfree bonds: X3909^=1)
X7637 What is the total market value?
Code amount
0. Inap. (no bonds: X3903^=1; no taxfree bonds: X3909^=1)
X7631 Do you have. . .
Foreign bonds?
1. YES
5. NO
0. Inap. (no bonds: X3903^=1)
X7633 What is the face value of all of the Foreign bonds
that you have?
What is the face value of all of the Foreign bonds
that you and your family living here have?
Code amount
0. Inap. (no bonds: X3903^=1; no foreign bonds: X7631^=1)
X7638 What is the total market value?
Code amount
0. Inap. (no bonds: X3903^=1; no foreign bonds: X7631^=1)
X7632 Do you have. . .
Corporate or any other type of bonds?
1. YES
5. NO
0. Inap. (no bonds: X3903^=1)
X7634 What is the face value of all of the Corporate or any other
type of bonds that you have?
What is the face value of all of the Corporate or any other
type of bonds that you and your family living here have?
Code amount
0. Inap. (no bonds: X3903^=1; no corporate bonds: X7632^=1)
X7639 What is the total market value?
Code amount
0. Inap. (no bonds: X3903^=1; no corporate bonds: X7632^=1)
If the R reported having some type of bonds (X3903=1) , but answered NO
to having all types (X3905=5, X3907=5, X3909=5, X7631=5, and X7632=5),
the the CAPI program asked what type of bond the R had and requested
the total face and market value of all bonds; based on the
information provided, these bonds were reclassified. If the R gave a
missing value response to the face value of all types of bonds that R
reported having (J3905<90 and J3906>91, J3907<90 and J3908>91,
J3909<90 and J3910>91, J7631<90 and J7633>91, and J7632<90 and
J7634>91) then the total face value was asked. As in the cases where
R broke off before completing a grid, this total amount was used as a
constraint in the imputation of the individual components.
X6705 What is the face value of all of the bonds that you have?
What is the face value of all of the bonds that you and your
family living here have?
Code amount
0. Inap. (no bonds: X3903^=1; R either provided
nonmissing responses for at least one of the relevant
amounts for applicable types)
If the R reported having some type of bonds (X3903=1) , but answered NO
to having all types (X3905=5, X3907=5, X3909=5, X7631=5, and X7632=5),
the the CAPI program asked what type of bond the R had and requested
the total face and market value of all bonds; based on the
information provided, these bonds were reclassified. If the R gave a
missing value response to the market value of all types of bonds that R
reported having (J3905<90 and J7635>91, J3907<90 and J7636>91,
J3909<90 and J7637>91, J7631<90 and J7638>91, and J7632<90 and
J7639>91) then the total market value was asked. As in the cases where
R broke off before completing a grid, this total amount was used as a
constraint in the imputation of the individual components.
X6706 What is the total market value?
Code amount
0. Inap. (no bonds: X3903^=1; R either provided
nonmissing responses for at least one of the relevant
amounts for applicable types)
X3904 How many different bonds or bills do you own?
How many different bonds or bills do you or your family own?
Code number
0. Inap. (no bonds: X3903^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 150
*********************************************
-----------------------------------------------------------------------------
PUBLICLY TRADED STOCK
-----------------------------------------------------------------------------
X3913 Not including any stock held through mutual funds, pension
accounts or trusts, or in accounts or businesses that I
have already recorded, do you own any stock which is
publicly traded?
Not including any stock held through mutual funds, pension
accounts or trusts, or in accounts or businesses that I
have already recorded, do you or anyone in your family
living here own any stock which is publicly traded?
1. YES
5. NO
X3914 In how many different companies do you own stock?
In how many different companies do you or your family
living here own stock?
Code number
0. Inap. (no stocks: X3913^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 150
*********************************************
X3915 What is the total market value of this stock?
Code amount
0. Inap. (no stocks: X3913^=1)
X3921 Of your publicly-traded stock, is any of it stock in a
company where you work or have worked?
Of your family's publicly-traded stock, is any of it stock
in a company where you or anyone in your family living here
work or have worked?
1. YES
5. NO
0. Inap. (no stocks: X3913^=1)
X7191 Is this stock included in the totals you gave before?
1. YES
3. NO initially, but fixed in editing YES
0. Inap. (no stocks: X3913^=1; no stock in company where
work: X3921^=1)
X3922 What is the total market value of your stock in the company?
Code amount
0. Inap. (no stocks: X3913^=1; no stock in company where
work: X3921^=1)
X7640 Of your stock, is any of it stock in a company
headquartered outside of the United States?
Of your family's stock, is any of it stock in a company
headquartered outside of the United States?
1. YES
5. NO
0. Inap. (no stocks: X3913^=1)
X7192 Is this stock included in the totals you gave before?
1. YES
3. NO initially, but fixed in editing YES
0. Inap. (no stocks: X3913^=1; no foreign stock: X7640^=1)
X7641 What is the total market value in dollars of this stock?
Code amount
0. Inap. (no stocks: X3913^=1; no foreign stock: X7640^=1)
X3916 Overall has there been a gain or loss in the value of this
stock since you obtained it?
Overall has there been a gain or loss in the value of all
of your family's stock since you or someone in your family
here obtained it?
1. Gain
3. Neither gain nor loss
5. Loss
0. Inap. (no stocks: X3913^=1)
How much has it gained in value since it was obtained?
X3917 Code percent * 100
-2. Virtually all
0. Inap. (no stocks: X3913^=1; no gain: X3916^=1)
X3918 Code amount
-2. Virtually all
0. Inap. (no stocks: X3913^=1; no gain: X3916^=1)
How much has it lost in value since it was obtained?
X3919 Code percent * 100
-2. Virtually all
0. Inap. (no stocks: X3913^=1; no loss: X3916^=5)
X3920 Code amount
-2. Virtually all
0. Inap. (no stocks: X3913^=1; no loss: X3916^=5)
-----------------------------------------------------------------------------
BROKERAGE ACCOUNTS
-----------------------------------------------------------------------------
X3923 Do you have a brokerage account for the purchase or sale of
stocks and other securities?
Do you or anyone in your family here have a brokerage
account for the purchase or sale of stocks and other securities?
1. YES
5. NO
X3924 X3925 X3926 X3927 X7642 X6668 X6669
Please look at the Institutions Card. (Is this/Are these)
account(s) with any of the institutions on the Institutions
Card, or from someplace else? (CODE ALL THAT APPLY.) (IF
INSTITUTIONS CARD: Which institution(s)?) (IF SOMEPLACE
ELSE: What type(s) of institution(s)?) (INTERVIEWER: CHECK
INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no brokerage account: X3923^=1)
X9143 X9144 X9145 X9146 X9212 X9219 X9220
Recode: type of institution
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no brokerage account: X3923^=1)
Over the past year, about how many times did you buy or
sell stocks or other securities through a broker?
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?
X3928 Code number
-1. None
0. Inap. (no brokerage account: X3923^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 300
*********************************************
X7193 Code frequency
1. DAILY
2. WEEKLY
3. Biweekly
4. MONTHLY
5. QUARTERLY
6. YEARLY
8. In total
11. Twice per year; every six months
12. Bimonthly
18. Hour
22. Varies
25. Over 2 years
-1. None
-7. OTHER
0. Inap. (no brokerage account: X3923^=1)
X3929 Not including any accounts you've told me about, do you
have a "cash" or "call money" account at a stock brokerage?
Not including any accounts you've told me about, do you 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. YES
5. NO
0. Inap. (no brokerage account: X3923^=1)
X3930 What is the total dollar value of all the cash or call
money accounts
that you have?
that you and your family living here have?
Code amount
-1. Nothing
0. Inap. (no brokerage account: X3923^=1; no call
account: X3929^=1)
X3931 Other than loans you have already told me about, do you
have any margin loans at a stock brokerage?
Other than loans you have already told me about, do you or
anyone in your family living here have any margin loans at
a stock brokerage?
1. YES
5. NO
0. Inap. (no brokerage account: X3923^=1)
X7194 Did you tell me about this loan earlier?
1. YES
4. originaly reported YES, but no apparent match in data
5. NO
6. originally reported YES, partially recorded earlier
0. Inap. (no brokerage account: X3923^=1; no margin loan:
X3931^=1)
X7195 Which loan was that?
1. Credit Card
2. 1st Mortgage
3. 2nd Mortgage
4. Home Equity Loan
5. Line of Credit
6. Other Real Estate Loan
7. Other --> -7
8. vehicle loan
9. education loan
10. other "section I" loan
12. remodeling loan
13. More than one mortgage on principal residence
14. Combination of line of credit and other real estate loan
0. Inap. (no brokerage account: X3923^=1; no margin loan:
X3931^=1; not reported earlier: X7194^=1 or 6)
X3932 Altogether, what is the current balance on these margin loans?
Code amount
0. Inap. (no brokerage account: X3923^=1; no margin loan:
X3931^=1)
-----------------------------------------------------------------------------
TRUSTS, ANNUITIES, AND MANAGED INVESTMENT ACCOUNTS
-----------------------------------------------------------------------------
X3933 Not including pension-type accounts, or any assets that I
have already recorded, do you receive income from or have
assets in a trust, annuity, or managed investment account
that you have not already told me about?
Not including pension-type accounts, or any assets that I
have already recorded, do you or anyone in your family here
receive income from or have assets in a trust, annuity, or
managed investment account that you have not already told
me about?
1. YES
5. NO
What are these; are they legal trusts, annuities, or
managed investment accounts? (CODE ALL THAT APPLY)
X3934 TRUSTS
X3935 ANNUITIES
X3936 MANAGED INVESTMENT ACCOUNTS
X3937 OTHER
1. Checked
5. Not checked
0. Inap. (no trusts, annuites or MIAs: X3933^=1)
X3938 Are any of these set up so that you are legally entitled
only to the income and do not have an equity interest?
Are any of these set up so that you or your family living
here are legally entitled only to the income and do not
have an equity interest?
1. YES
5. NO
0. Inap. (no trusts, annuites or MIAs: X3933^=1)
X3939 How much income did you receive from these income-only
trusts, annuities, or accounts in 1994?
How much income did your family living here receive from
these income-only trusts, annuities, or accounts in 1994?
Code amount
0. Inap. (no trusts, annuites or MIAs: X3933^=1; no
income-only trusts: X3938^=1)
X3940 Do you also have annuities, trusts, or managed investment
accounts in which you have an equity interest?
Do you or your family living here also have annuities,
trusts, or managed investment accounts in which you or your
family have an equity interest?
1. YES
5. NO
0. Inap. (no trusts, annuites or MIAs: X3933^=1; no
income-only trusts: X3938^=1)
X3942 What is the total dollar amount of your interest in these
accounts?
What is the total dollar amount of your family's interest
in these accounts?
What is the total dollar value of your interest in all
annuities, trusts, or managed investment accounts?
What is the total dollar value of your family's interest in
all annuities, trusts, or managed investment accounts?
Code amount
0. Inap. (no trusts, annuites or MIAs: X3933^=1;
income-only trusts but no equity interest: X3938=1
and X3940=5)
X3943 X3944 X3945 X3946 X7643
Who manages your trusts, annuities, or investment
accounts,--is it any of the institutions on the
Institutions Card, or are they managed by someone else?
(CODE ALL THAT APPLY.)
Who manages your family's trusts, annuities, or investment
accounts,--is it any of the institutions on the
Institutions Card, or are they managed by someone else?
(CODE ALL THAT APPLY.) (IF INSTITUTIONS CARD: Which
institution(s)?) (IF SOMEPLACE ELSE: What type of
institution(s) or who manages them?) (INTERVIEWER: CHECK
INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
1. Institution 1
2. Institution 2
3. Institution 3
4. Institution 4
5. Institution 5
6. Institution 6
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no trusts, annuites or MIAs: X3933^=1)
X9147 X9148 X9149 X9150 X9213
Recode: type of institution
See MASTER INSTITIUTION LIST for other codes (See X308)
0. Inap. (no trusts, annuites or MIAs: X3933^=1)
X3947 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. Stocks; "mutual fund" (except money market)
2. Bonds/Interest/CDs/Money Market
3. Real estate
5. Combination of 1 & 2; mutual funds and CD's
6. "Mixed"; "diversified"
7. Life insurance; fixed contract; annuities
8. Tangible assets other than real estate
9. Intangible assets, N.E.C.
-7. Other
-----------------------------------------------------------------------------
LIFE INSURANCE
-----------------------------------------------------------------------------
X4001 Do you have any life insurance? Please include individual
and group policies, but not accident insurance.
Do you or anyone in your family living here have any life
insurance? Please include individual and group policies,
but not accident insurance.
1. YES
5. NO
X4002 The two major types of life insurance are term and
cash-value policies. Term policies pay a benefit if the
insured person dies, but otherwise have no value. They are
often provided through an employer or union, but may also
be bought by individuals. Cash-value policies also pay a
death benefit, but differ in that they build up a value as
premimums are paid. Other names for types of cash value
policies are "whole life" and "universal life."
Are any of your policies individual term insurance?
Are any of your family's policies individual term insurance?
1. YES
5. NO
0. Inap. (no life insurance: X4001^=1)
X4003 What is the current face value of all the term life
policies that you have?
What is the current face value of all the term life
policies that you and your family living here have?
(THE FACE VALUE OF A POLICY IS WHAT THE POLICY WOULD PAY IN
THE EVENT OF DEATH)
Code amount
0. Inap. (no life insurance: X4001^=1; no term insurance:
X4002^=1)
X4004 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. YES
5. NO
0. Inap. (no life insurance: X4001^=1)
X4005 What is the current face value of all of the policies that
build up a cash value that you have? (THE FACE VALUE OF A
POLICY IS WHAT THE POLICY WOULD PAY IN THE EVENT OF DEATH.)
What is the current face value of all of the policies that
build up a cash value that you and your family living here
have? (THE FACE VALUE OF A POLICY IS WHAT THE POLICY WOULD
PAY IN THE EVENT OF DEATH.)
Code amount
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1)
X4006 What is the total cash value of these policies? (THE CASH
VALUE OF A POLICY IS WHAT THE INSURANCE COMPANY WOULD PAY
IF THE POLICY WERE SURRENDERED BEFORE DEATH.)
Code amount
-1. Nothing
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1)
X4007 Are you borrowing against these policies?
Are you or your family borrowing against these policies?
1. YES
5. NO
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1)
X4008 Is the cash value you just gave me the net cash value, that
is the total cash value minus the loan, or is it the gross
cash value?
2. Gross
3. Originally reported net, but edited gross
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1; not borrowing on policy: X4007^=1)
X4009 Did I record these loans earlier in the interview?
1. YES
5. NO
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1; not borrowing on policy: X4007^=1)
X7645 Where did you tell me about these loans?
1. Credit Card
2. 1st Mortgage
3. 2nd Mortgage
4. Home Equity Loan
5. Line of Credit
6. Other Real Estate Loan
-7. Other
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1; not borrowing on policy:
X4007^=1; loan not reported earlier: X4009^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8175 Recode: Link code for loan mentioned earlier
1. X415
2. X416
3. X717
4. X418
5. X7500
6. X6648
7. X6649
8. X6720
9. X817
10. X917
11. X1017
12. X1046
13. X1112
14. X1123
15. X1134
16. X1217
17. X1728
18. X1828
19. X1928
20. X2220
21. X2320
22. X2420
23. X7171
24. X2521
25. X2621
26. X7823
27. X7846
28. X7869
29. X7923
30. X7946
31. X7969
32. X2725
33. X2742
34. X2825
35. X2842
36. X2925
37. X2942
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1; not borrowing on policy:
X4007^=1; loan not reported earlier: X4009^=1)
X4010 How much is currently borrowed?
Code amount
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1; not borrowing on policy:
X4007^=1)
X4011 Typically how much are the payments on these loans?
Code amount
-1. Nothing
-2. No typical payment
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1; not borrowing on policy:
X4007^=1)
X4012 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1; not borrowing on policy:
X4007^=1)
X4013 What is the current annual rate of interest being charged on
these loans?
Code percent * 100
-1. Nothing
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1; not borrowing on policy:
X4007^=1)
X4014 How much are the premiums for these policies that build up
a cash value?
Code amount
-1. Nothing
-2. No typical payment
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1)
X4015 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED.
And how often is that amount paid?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
11. Twice per year
12. Bimonthly
21. Policy paid up
-1. Nothing
-2. No typical payment
-7. Other
0. Inap. (no life insurance: X4001^=1; no cash value
insurance: X4004^=1)
If R reported having life insurance (X4001=1), but reports no term
insurance (X4002=5) and no whole life insurance (X4004=5), then the
CAPI program asked R the total face value of all types of life
insurance. R might also have reported having term insurance, DK
whether other insurance is whole life but still know the face value or
the remaining insurance. If an amount was provided, it was used as a
constraint on the imputation of the face value of term/cash value
insurance.
X4016 Other than this term insurance, what is the current face
value of all the life insurance you own?
What is the current face value of all the life insurance
you own?
Other than this term insurance, what is the current face
value of all the life insurance you and your family living
here own?
What is the current face value of all the life insurance
you and your family living here own?
Code amount
0. Inap. (no life insurance: X4001^=1; whole life
insurance: X4004=1; term insurance and not DK
existence of whole life insurance: X4002=1 and
J4004^=2050)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
-----------------------------------------------------------------------------
MISCELLANEOUS ASSETS AND DEBTS
-----------------------------------------------------------------------------
X4017 We have talked about various types of savings, investments,
and loans. Other than what I have already recorded, are
you owed any money by friends, relatives outside the
immediate family, businesses, or others? (WE DO NOT WANT
TO INCLUDE LOANS BETWEEN FINANCIALLY DEPENDENT FAMILY
MEMBERS.)
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 outside the immediate family,
businesses, or others? (WE DO NOT WANT TO INCLUDE LOANS
BETWEEN FINANCIALLY DEPENDENT FAMILY MEMBERS.)
1. YES
5. NO
X4018 Altogether, how much are you owed?
Code amount
0. (R not owed money: X4017^=1)
X4019 Other than pension assets, do you have any other
substantial assets that I haven't already recorded -- for
example, artwork, precious metals, antiques, oil and gas
leases, futures contracts, future proceeds from a lawsuit
or estate that is being settled, royalties, or something
else? (DO NOT INCLUDE PENSION-TYPE OR EMPLOYER
PROFIT-SHARING ACCOUNTS HERE.)
Other than pension assets, 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, oil and gas leases, futures contracts,
future proceeds from a lawsuit or estate that is being
settled, royalties, or something else? (DO NOT INCLUDE
PENSION-TYPE OR EMPLOYER PROFIT-SHARING ACCOUNTS HERE.)
1. YES
5. NO
-----------------------------------------------------------------------------
#1 refers to the first misc. asset
#2 refers to the second misc. asset
#3 refers to the third misc. asset
-----------------------------------------------------------------------------
X4020(#1) About the most valuable of these ..
X4024(#2) What kind of asset is it?
X4028(#3)
1. Gold
2. Silver (incl. silverware)
3. Other metals or metals NA type
10. Jewelry; gem stones (incl. antique)
11. Cars (antique or classic)
12. Antiques; furniture
13. Art objects; paintings, sculpture, textile art,
ceramic art, photographs
14. (Rare) books
15. Coin collections
16. Stamp collections
17. Guns
18. Real estate (exc. cemetery)
19. Cemetery plots
20. China; figurines; crystal/glassware
21. Musical instruments
22. Livestock; horses; crops
23. Oriental rugs
24. Furs
25. Other collections, incl. baseball cards, records, wine
61. Loans to friends/relatives
62. Other loans/debts owed to R
63. Cash, n.e.c.
64. Future proceeds from a lawsuit
65. Future proceeds from an estate
66. Deferred compensation
71. Oil/gas/mineral leases or investments
72. (Commodity) futures contracts
73. Royalties
74. Non-publicly traded stock
75. Computer
76. Equipment/tools, NEC
77. Future lottery/prize receipts
78. Association or exchange membership
79. Other obligations to R; tax credits
-7. Other
0. Inap. (no misc. assets: X4019^=1; no further misc.
assets)
******************************************************
FOR THE PUBLIC DATASET, CODES 14 AND 23 ARE
COMBINED WITH 12; CODE 61 IS COMBINED WITH 62;
CODE 65 IS COMBINED WITH 64; CODE 72 HAS BEEN
COMBINED WITH CODE 71; CODES 77 AND 79 HAVE BEEN
COMBINED WITH -7.
******************************************************
X4022(#1) What is the total dollar value that you have in
X4026(#2) this asset?
X4030(#3)
What is the total dollar value that you and your family
living here have in this asset?
Code amount
0. Inap. (no misc. assets: X4019^=1/no second asset:
X4023^=1/no third asset: X4027^=1)
X4023(#2) Do you have any other such substantial assets?
X4027(#3)
1. YES
5. NO
0. Inap. (no misc. assets: X4019^=1/no third asset:
X4027^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X4031 Do you owe any other money not recorded earlier? (WE DO
NOT WANT TO INCLUDE LOANS BETWEEN FINANCIALLY DEPENDENT
FAMILY MEMBERS.)
Do you or anyone in your family living here owe any other
money not recorded earlier? (WE DO NOT WANT TO INCLUDE
LOANS BETWEEN FINANCIALLY DEPENDENT FAMILY MEMBERS.)
1. YES
5. NO
X4032 How much is owed?
Code amount
0. Inap. (no misc. debts: X4031^=1)
-----------------------------------------------------------------------------
ACCOUNTS IN FOREIGN CURRENCY
-----------------------------------------------------------------------------
X7647 Thinking about all the accounts we have talked about, are
any of the accounts you have told me about held in some
currency other than U.S. dollars?
1. YES
5. NO
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
CURRENT MAIN JOB OF HEAD AND SPOUSE/PARTNER
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
#1 refers to current job information for head
#2 refers to current job information for spouse/partner
-----------------------------------------------------------------------------
X7196(#1) INTERVIEWER: IF SPOUSE/PARTNER IS PRESENT, TRY TO OBTAIN
X7263(#2) EMPLOYMENT INFORMATION FROM (HIM/HER) DIRECTLY.
INTERVIEWER: WHO IS PROVIDING EMPLOYMENT INFORMATION
ABOUT THE RESPONDENT?
1. RESPONDENT
2. SPOUSE/PARTNER
3. Case was a breakoff/data missing because of iwer/CAPI error
0. Inap. (/no spouse)
(#1) X6670 X6671 X6672 X6673 X6674 X6675 X6676 X6677
(#2) X6678 X6679 X6680 X6681 X6682 X6683 X6684 X6685
We are interested in your (spouse's/partner's) present job
status. (Are you/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?
CODE ALL THAT APPLY (SHOW CARD 14)
1. Working now or on strike
2. Temporarily laid off - on sick or other leave; seasonal
work and not working now
3. Unemployed and looking for work
4. Student
5. Homemaker
6. Disabled
7. Retired
10. Unpaid volunteer
-7. Other
0. Inap. (no further instances; for R at least the first
field must be filled out/no spouse or no further
instances beyond the first field)
NOTE: CARD 14 contains the following text in a vertical
column: "Working now or on strike," "Temporarily laid off;
on sick leave or other type of leave," "Unemployed and
looking for work," "Student," "Homemaker," "Disabled,"
"Retired," "Other."
X4101(#1) (Do you/Does [he/she]) expect to go back to this job?
X4701(#2)
1. YES
5. NO
0. Inap. (not laid off: X6670-X6677^=2/X6678-X6685^=2;/
no spouse)
X4102(#1) When did (you/he/she) last work on this job?
X4702(#2)
Code month
1. January
2. February
3. March
4. April
5. May
6. June
7. July
8. August
9. September
10. October
11. November
12. December
0. Inap. (not laid off: X6670-X6677^=2/X6678-X6685^=2;/
no spouse)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X4103(#1) Code year (4 digits)
X4703(#2) 0. Inap. (not laid off: X6670-X6677^=2/X6678-X6685^=2;/
no spouse)
When did (you/your spouse/partner) become disabled?
When did (you/your spouse/partner) retire?
X4104(#1) Code year (4 digits)
X4704(#2) 0. Inap. (not retired or disabled: X6670-X6677^=6 or 7/
X6678-X6685^=6 or 7;/no spouse)
X7197(#1) Code age
X7264(#2) 0. Inap. (not retired or disabled: X6670-X6677^=6 or 7/
X6678-X6685^=6 or 7;/no spouse)
X7198(#1) Code mumber of years past
X7265(#2) -1. 1995
0. Inap. (not retired or disabled: X6670-X6677^=6 or 7/
X6678-X6685^=6 or 7;/no spouse)
X4105(#1) (Are you/Is [he/she]) doing any work for pay at the present
X4705(#2) time?
1. YES
5. NO
0. Inap. (any work status working or laid off but not
expecting to go back: X6670-X6677=1 or X6670-X6677=2
and X4101=5/X6678-X6685=1 or X6678-X6685=2 and
X4701=5;/no spouse)
X4100(#1) Recode: current work status
X4700(#2)
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
20. Temporarily laid off only
21. Temporarily laid off--does not expect to return to
job and no current work
30. Unemployed and looking for work
50. Retired only
52. Disabled only
70. Student only
80. Homemaker/other not in labor force only
85. Unpaid volunteer
90. 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
or non-profit organizations.)
96. Other combination incl. WORKER
97. Other (incl. combination) not including WORKER
199. Absent spouse not included in IW
0. Inap. (/no spouse)
X4106(#1) Next are some questions about your (spouse's/partner's)
X4706(#2) current, main job. (Do you/Does [he/she]) work for someone
else, (are you/is [he/she]) self-employed, or what?
IF R SAYS "I RUN MY OWN BUSINESS", CODE AS SELF-EMPLOYED
1. Someone else
2. Self-employed; non-corporate business owned by PEU
3. Partnership; law firm; medical/dental partnership
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
-7. Other
X7401(#1) What is the official title of your (spouse's/partner's) job?
X7411(#2) (The title that (your/her/his) employer uses?)
What sort of work (do you/does [he/she]) do on
(your/her/his) job? (Tell me little more about what (you
do/[he/she] does).)
Code Census 1995 3-digit occupation codes
Code Occupation
000-199 MANAGERIAL AND PROFESSIONAL SPECIALTY OCCUPATIONS
000-037 EXECUTIVE, ADMINISTRATIVE, AND MANAGERIAL OCCUPATIONS
000-002 Not used
003 Legislators
004 Chief executives and general administrators,
public administration
005 Administrators and officials, public administration
006 Administrators, protective services
007 Financial managers
008 Personnel and labor relations managers
009 Purchasing managers
010-012 Not used
013 Managers, marketing, advertising and public relations
014 Administrators, education and related fields
015 Managers, medicine and health
016 Postmasters and mail superintendents
017 Managers, food serving and lodging establishments
018 Managers, properties and real estate
019 Funeral directors
020 Not used
021 Managers, service organizations, n.e.c.
022 Managers and administrators, n.e.c.
023-037 Management Related Occupations
023 Accountants and auditors
024 Underwriters
025 Other financial officers
026 Management analysts
027 Personnel, training, and labor relations specialists
028 Purchasing agents and buyers, farm products
029 Buyers, wholesale and retail trade except farm products
030-032 Not used
033 Purchasing agents and buyers, n.e.c.
034 Business and promotion agents
035 Construction inspectors
036 Inspectors and compliance officers, except construction
037 Management related occupations, n.e.c.
038-042 Not used
043-199 PROFESSIONAL SPECIALTY OCCUPATIONS
043-063 Engineers, Architects, and Surveyors
043 Architects
044-059 Engineers
044 Aerospace
045 Metallurgical and materials
046 Mining
047 Petroleum
048 Chemical
049 Nuclear
050-052 Not used
053 Civil
054 Agricultural
055 Electrical and electronic engineers
056 Industrial
057 Mechanical
058 Marine and naval architects
059 Engineers, n.e.c.
060-062 Not used
063 Surveyors and mappin scientists
064-068 Mathematical and Computer Scientists
064 Computer systems analysts and scientists
065 Operations and systems researchers and analysts
066 Actuaries
067 Statisticiais
068 Mathematical scientists, n.e.c.
069-083 Natural Scientists
069 Physicists and astronomers
070-072 Not used
073 Chemists, except bibchemists
074 Atmospheric and space scientists
075 Geologists and geodesists
076 Physical scientists, n.e.c.
077 Agricultural and food scientists
078 Biological and life scientists
079 Forestry and conservation scientists
080-082 Not used
083 Medical scientists
084-089 Health Diagnosing Occupations
084 Physicians
Q85 Dentists
086 Veterinarians
087 Optometrists
088 Podiatrists
089 Health diagnosing practitioners, n.e.c.
090-094 Not used
095-106 Health Assessment and Treating Occupations
095 Registered nurses
096 Pharmacists
097 Dietitians
098-105 Therapists
098 Respiratory therapists
099 Occupational therapists
100-102 Not used
103 Physical therapists
104 Speech therapists
105 Therapists, n.e.c.
106 Physicians' assistants
107-112 Not used
113-154 Teachers, Postsecondary
113 Earth, environmental, and marine science teachers
114 Biological science teachers
115 Chemistry teachers
116 Physics teachers
117 Natural science teachers, n.e.c.
118 Psychology teachers
119 Economics teachers
120-122 Not used
123 History teachers
124 Political science teachers
125 Sociology teachers
126 Social science teachers, n.e.c.
127 Engineering teachers
128 Mathematical science teachers
129 Computer science teachers
130-132 Not used
133 Medical science teachers
134 Health specialties teachers
135 Business, commerce, and marketing teachers
136 Agriculture and forestry teachers
137 Art, drama, and music teachers
138 Physical education teachers
139 Education teachers
140-142 Not used
143 English teachers
144 Foreign language teachers
145 Law teachers
146 Social work teachers
147 Theology teachers
148 Trade and industrial teachers
149 Home economics teachers
150-152 Not used
153 Teachers, postsecondary, n.e.c.
154 Postsecondary teachers, subject not specified
155-159 Teachers, Except Postsecondary
155 Teachers, prekindergarten and kindergarten
156 Teachers, elementary school
157 Teachers, secondary school
158 Teachers, special education
159 Teachers, n.e.c.
160-162 Not used
163 Counselors, Educational and Vocational
164-165 Librarians, Archivists, and Curators
164 Librarians
165 Archivists and curators
166-173 Social Scientists and Urban Planners
166 Economists
167 Psychologists
168 Sociologists
169 Social scientists, n.e.c.
170-172 Not used
173 Urban planners
174-177 Social, Recreation, and Religious Workers
174 Social workers
175 Recreation workers
176 Clergy
177 Religious workers, n.e.c.
178-179 Lawyers and Judges
178 Lawyers
179 Judges
180-182 Not used
183-199 Writers, Artists, Entertainers, and Athletes
183 Authors
184 Technical writers
185 Designers
186 Musicians and composers
187 Actors and directors
188 Painters, sculptors, craft-artists, and artist printmakers
189 Photographers
190-192 Not used
193 Dancers
194 Artists, performers, and related workers, n.e.c.
195 Editors and reporters
196 Not used
197 Public relations specialists
198 Announcers
199 Athletes
200-202 Not used
203-389 TECHNICAL, SALES, AND ADMINISTRATIVE SUPPORT OCCUPATIONS
203-235 TECHNICIANS AND RELATED SUPPORT OCCUPATIONS
203-208 Health Technologists and Technicians
203 Clinical laboratory technologists and technicians
204 Dental hygienists
205 Health record technologists and technicians
206 Radiologic technicians
207 Licensed practical nurses
208 Health technologists and technicians, n.e.c.
209-212 Not used
213-235 Technologists and Technicians, Except Health
213-218 Engineering and Related Technologists and Technicians
213 Electrical and electronic technicians
214 Industrial engineering technicians
215 Mechanical engineering technicians
216 Engineering technicians, n.e.c.
217 Drafting occupations
218 Surveying and mapping technicians
219-222 Not used
223-225 Science Technicians
223 Biological technicians
224 Chemical technicians
225 Science technicians, n.e.c.
226-235 echnicians, Except Health, Engineering, and Science
226 Airplane pilots and navigators
227 Air traffic controllers
228 Broadcast equipment operators
229 Computer programmers
230-232 Not used
233 Tool programmers, numerical control
234 Legal assistants
235 Technicians, n.e.c.
236-242 Not used
243-285 SALES OCCUPATIONS
243 Supervisors and Proprietors, Sales Occupations
244-252 Not used
253-257 Sales Representatives, Finance and Business Services
253 Insurance sales occupations
254 Real estate sales occupations
255 Securities and financial services sales occupations
256 Advertising and related sales occupations
257 Sales occupations, other business services
258-259 Sales Representatives, Commodities, Except Retail
258 Sales engineers
259 Sales representatives, mining. manuftcturing, and wholesale
260-262 Not used
263-278 Sales Workers, Retail and Personal Services
263 Sales workers, motor vehicles and boats
264 Sales workers, apparel
265 Sales workers, shoes
266 Sales workers, furniture and home furnishings
267 Sales workers, radio, TV, hi-fi and appliances
268 Sales workers, hardware and building supplies
269 Sales workers, parts
270-273 Not used
274 Sales workers, other commodities
275 Sales counter clerks
276 Cashiers
277 Street and door-to-door sales workers
278 News vendors
279-282 Not used
283-285 Sales Related Occupations
283 Demonstrators, promoters and models, sales
284 Auctioneers
285 Sales support occupations, n.e.c.
286-302 Not used
303-389 ADMINISTRATIVE SUPPORT OCCUPATIONS, INCLUDING CLERICAL
303-307 Supervisors, Administrative Support Occupations
303 Supervisors, general office
304 Supervisors, computer equipment operators
305 Supervisors, financial records processing
306 Chief communications operators
307 Supervisors, distribution, scheduling, and adjusting clerks
308-309 Computer Equipment Operators
308 Computer operators
309 Peripheral equipment operators
310-312 Not used
313-315 Secretaries, Stenographers, and Typists
313 Secretaries
314 Stenographers
315 Typists
316-323 Information Clerks
316 Interviewers
317 Hotel clerks
318 Transportation ticket and reservation agents
319 Receptionists
320-322 Not used
323 Information clerks, n.e.c.
324 Not used
325-336 Records Processing Occupations, Except Financial
32S Classified-ad clerks
326 Correspondence clerks
327 Order clerks
328 Personnel clerks, except payroll and timekeeping
329 Library clerks
330-334 Not used
335 File clerks
336 Records clerks
337-344 Financial Records Processing Occupations
337 Bookkeepers, accounting, and auditing clerks
338 Payroll and timekeeping clerks
339 Billing clerks
340-342 Not used
343 Cost and rate clerks
344 Billing, posting, and calculating machine operators
345-347 Duplicating, Mail and Other Office Machine Operators
345 Duplicating machine operators
346 Mail preparing and paper handling machine operators
347 Office machine operators, n.e.c.
348-353 Communications Equipment Operators
348 Telephone operators
350-352 Not used
353 Communications equipment operators, n.e.c.
354-357 Mail and Message Distributing Occupations
354 Postal clerks, except mail carriers
355 Mail carriers, postal service
356 Mail clerks, except postal service
357 Messengers
358 Not used
359-374 Material Recording Scheduling, and Distributing Clerks
359 Dispatchers
360-362 Not used
363 Production coordinators
364 Traffic, shipping, and receiving clerks
365 Stock and inventory clerks
366 Meter readers
367 Not used
368 Weighers, measurers, checkers, and samplers
369-372 Not used
373 Expediters
374 Material recording, scheduling, and distributing
clerks, n.e.c.
375-378 Adjusters and Investigators
375 Insurance adjusters, examiners, and investigators
376 Investigators and adjusters, except insurance
377 Eligibility clerks, social welfare
378 Bill and account collectors
379-389 Miscellaneous Administrative Support Occupations
379 General office clerks
380-382 Not used
383 Bank tellers
384 Proofreaders
385 Data-entry keyers
386 Statistical clerks
387 Teachers' aides
388 Not used
389 Administrative support occupations, n.e.c.
390-402 Not used
403-469 SERVICE OCCUPATIONS
403-407 PRIVATE HOUSEHOLD OCCUPATIONS
403 Launderers and ironers
404 Cooks, private household
405 Housekeepers and butlers
406 Child care workers, private household
407 Private household cleaners and servants
408-412 Not used
413-427 PROTECTIVE SERVICE OCCUPATIONS
413-415 Supervisors, Protective Service Occupations
413 Supervisors, firefighting and fire prevention occupations
414 Supervisors, police and detectives
415 Supervisors, guards
416-417 Firefighting and Fire Prevention Occupations
416 Fire inspection and fire prevention occupations
417 Firefighting occupations
418-424 Police and Detectives
418 Police and detectives, public service
419-422 Not used
423 Sheriffs, bailiffs, and other law enforcement officers
424 Correctional institution officers
425-432 Guards
425 Crossing guards
426 Guards and police, except public service
427 Protective service occupations, n.e.c.
428-432 Not used
433-469 SERVICE OCCUPATIONS, EXCEPT PROTECTIVE AND HOUSEHOLD
433-444 Food Preparation and Service Occupations
433 Supervisors, food preparation and service occupations
434 Bartenders
435 Waiters and waitresses
436 Cooks
437 Not used
438 Food counter, fountain and related occupations
439 Kitchen workers, food preparation
440-442 Not used
443 Waiters'/waitresses' assistants
444 Miscellaneous food preparation occupations
445-447 Health Service Occupations
445 Dental assistants
446 Health aides, except nursing
447 Nursing aides, orderlies, and attendants
448-455 Cleaning and Building Service Occupations, Except
Household
448 Supervisors, cleaning and building service workers
449 Maids and housemen
450-452 Not used
453 Janitors and cleaners
454 Elevator operators
455 Pest control occupations
456-469 Personal Service Occupations
456 Supervisors, personal service occupations
457 Barbers
458 Hairdressers and cosmetologists
459 Attendants, amusement and recreation facilities
460 Not used
461 Guides
462 Ushers
463 Public transportation attendants
464 Baggage porters and bellhops
465 Welfare service aides
466 Family child care providers
467 Early childhood teacher's assistants
468 Child care workers, n.e.c.
469 Personal service occupations, ne.c.
470-472 Not used
473-499 FARMING, FORESTRY, AND FISHING OCCUPATIONS
473-476 Farm Operators and Managers
473 Farmers, except horticultural
474 Horticultural specialty farmers
475 Managers, farms, except horticultural
476 Managers, horticultural specialty farmi
477-489 Other Agricultural and Related Occupations
477-484 Farm Occupations, Except Managerial
477 Supervisors, farm workers
478 Not used
479 Farm workers
480-482 Not used
483 Marine life cultivation workers
484 Nursery workers
485-489 Related Agricultural Occupations
485 Supervisors, related agricultural occupations
486 Groundskeepers and gardeners, except farm
487 Animal caretakers, except farm
488 Graders and sorters, agricultural products
489 Inspectors, agricultural products
490-493 Not used
494-496 Forestry and Logging Occupations
494 Supervisors, forestry and logging workers
495 Forestry workers, except logging
496 Timber cutting and logging occupations
497-499 Fishers, Hunters, and Trappers
497 Captains and other officers, fishing vessels
498 Fishers
499 Hunters and trappers
500-502 Not used
503-699 PRECISION PRODUCTION, CRAFT, AND REPAIR OCCUPATIONS
503-552 Mechanics and Repairers
503 Supervisors, mechanics and repairers
504 Not used
505-549 Mechanics and Repairers, Except Supervisors
505-517 Vehicle and Mobile Equipment Mechanics and Repairers
505 Automobile mechanics
506 Automobile mechanic apprentices
507 Bus, truck, and stationary engine mechanics
508 Aircraft engine mechanics
509 Small engine repairers
510-513 Not used
514 Automobile body and related repairers
515 Aircraft mechanics, except engine
516 Heavy equipment mechanics
517 Farm equipment mechanics
518 Industrial machinery repairers
519 Machinery maintenance occupations
520-522 Not used
523-533 Electrical and Electronic Equipment Repairers
523 Electronic repairers, communications and industrial equipment
524 Not used
525 Data processing equipment repairers
526 Household appliance and power tool repairers
527 Telephone line installers and repairers
528 Not used
529 Telephone installers and repairers
530-532 Not used
533 Miscellaneous electrical and electronic equipment repairers
534 Heating air conditioning, and refrigeration mechanics
535-549 Miscellaneous Mechanics and Repairers
535 Camera, watch, and musical instrument repairers
536 Locksmiths and safe repairers
537 Not used
538 Office machine repairers
539 Mechanical controls and valve repairers
540-542 Not used
543 Elevator installers and repairers
544 Millwrights
545-546 Not used
547 Specified mechanics and repairers, n.e.c.
548 Not used
549 Not specified mechanics and repairers
550-552 Not used
553-599 Construction Trades
553-558 Supervisors, Construction Occupations
553 Supervisors, brickmasons, stonemasons, and tile setters
554 Supervisors, carpenters and related workers
555 Supervisors, electricians and power transmission installers
556 Supervisors, painters, paperhangers, and plasterers
557 Supervisors, plumbers, pipefitters, and stearnfitters
558 Supervisors, construction, n.e.c.
559-562 Not used
563-599 Construction Trades, Except Supervisors
563 Brickmasons and stonemasons
564 Brickmason and stonemason apprentices
565 Tile setters, hard and soft
566 Carpet installers
567 Carpenters
568 Not used
569 Carpenter apprentices
570-572 Not used
573 Drywall installers
574 Not used
575 Electricians
576 Electrician apprentices
577 Electrical power installers and repairers
578 Not used
579 Painters, construction and maintenance
582 Not used
583 Paperhangers
584 Plasterers
585 Plumbers, pipefitters, and stearnfitters
586 Not used
587 Plumber, pipefitter, and stearnfitter apprentices
588 Concrete and terrazzo finishers
589 Glaziers,
590-592 Not used
593 Insulation workers
594 Paving. surfacing, and tamping equipment operators
595 Roofers
596 Sheetmetal. duct installers
597 Structural metal workers
598 Drillers, earth
599 Construction trades, nec.
600-612 Not used
613-617 Extractive Occupations
613 Supervisors, extractive occupations
614 Drillers, oil well
615 Explosives workers
616 Mining machine operators
617 Mining occupations, n.e.c.
618-627 Not used
628-699 Precision Production Occupations
628 Supervisors, production occupations
629-633 Not used
634-655 Precision Metal Working Occupations
634 Tool and die makers
635 Tool and die maker apprentices
636 Precision assemblers, metal
637 Machinists
638 Not used
639 Machinist apprentices
640-642 Not used
643 Boilermakers
644 Precision grinders, filers, and tool sharpeners
645 Patternmakers and model makers, metal
646 Lay-outworkers
647 Precious stones and metals workers (Jewelers)
648 Not used
649 Engravers, metal
650-652 Not used
653 Sheet metal workers
654 Sheet metal worker apprentices
655 Miscellaneous precision metal workers
656-659 Precision Woodworking Occupations
656 Patternmakers and model makers, wood
657 Cabinet makers and bench carpenters
658 Furniture and wood finishers
659 Miscellaneous precision woodworkers
660-665 Not used
666-674 Precision Textile, Apparel, and Furnishings Machine Workers
666 Dressmakers
667 Tailors
668 Upholsterers
669 Shoe repairers
670-673 Not used
674 Miscellaneous precision apparel and fabric workers
675-684 Precision Workers, Assorted Materials
675 Hand molders and shapers, except jewelers
676 Patternmakers, lay-out workers, and cutters
677 Optical goods workers
678 Dental laboratory and medical appliance technicians
679 Bookbinders
680-682 Not used
683 Electrical and electronic equipment assemblers
684 Miscellaneous precision workers, nec.
685 Not used
686-688 Precision Food Production Occupations
686 Butchers and meat cutters
687 Bakers
688 Food batchmakers
689-693 Precision Inspectors, Testers, and Related Workers
689 Inspectors, testers, and graders
690-692 Not used
693 Adjusters and calibrators
694-699 Plant and System Operators
694 Water and sewage treatment plant operators
695 Power plant operators
696 Stationary engineers
697-698 Not used
699 Miscellaneous plant and system operators
700-702 Not used
703-889 OPERATORS, FABRICATORS, AND LABORERS
703-799 MACHINE OPERATORS, ASSEMBLERS, AND INSPECI'ORS
703-779 Machine Operators and Tenders, Except Precision
703-715 Metal Working and Plastic Working Machine Operators
703 Lathe and turning machine set-up operators
704 Lathe and turning machine operators
705 Milling and planing machine operators
706 Punching and stamping press machine operators
707 Rolling machine operators
708 Drilling and boring machine operators
709 Grinding. abrading, buffing, and polishing
machine operators
710-712 Not used
713 Forging machine operators
714 Numerical control machine operators
715 Miscellaneous metal, plastic, stone, and glass
working machine operators
716 Not used
717 Fabricating machine operators, n.e.c.
718 Not used
719-725 Metal and Plastic Processing Machine Operators
719 Molding and casting machine operators
720-722 Not used
723 Metal plating machine operators
724 Heat treating equipment operators
725 Miscellaneous metal and plastic processing
machine operators
726-733 Woodworking Machine Operators
726 Wood lathe, routing, and planing machine operators
727 Sawing machine operators
728 Shaping and joining machine operators
729 Nailing and tacking machine operators
730-732 Not used
733 Miscellaneous woodworking machine operators
734-737 Printing Machine Operators
734 Printing press operators
735 Photoengravers and lithographers
736 Typesetters and compositors
737 Miscellaneous printing machine operators
738-749 Textile, Apparel, and Furnishings Machine Operators
738 Winding and twisting machine operators
739 Knitting looping, taping, and weaving machine operators
740-742 Not used
743 Textile cutting machine operators
744 Textile sewing machine operators
745 Shoe machine operators
746 Not used
747 Pressing machine operators
748 Laundering and dry cleaning machine operators
749 Miscellaneous textile machine operators
750-752 Not used
753-779 Machine Operators, Assorted Materials
753 Cementing and gluing machine operators
754 Packaging and filling machine operators
755 Extruding and forming machine operators
756 Mbdng and blending machine operators
757 Separating, filtering, and clarffying machine operators
758 Compressing and compacting machine operators
759 Painting and paint spraying machine operators
760-762 Not used
763 Roasting and baking machine operators, food
764 Washing, cleaning and pickling machine operators
765 Folding machine operators
766 Furnace, kiln, and oven operators, except food
767 Not used
768 Crushing and grinding machine operators
769 Slicing and cutting machine operators
770-772 Not used
773 Motion picture protectionists
774 Photographic process machine operators
775-776 Not used
777 Miscelk neous machine operators, n.e.c.
778 Not used
779 Machine operators, not specified
780-782 Not used
783-795 Fabricators, Assemblers, and Hand Working Occupations
783 Welders and cutters
784 Solderers and brazers
785 Assemblers
786 Hand cutting and trimming occupations
787 Hand molding, casting, and forming occupations
798 Not used
789 Hand painting, coating, and decorating occupations
790-792 Not used
793 Hand engraving and printing occupations
794 Not used
795 Miscellaneous hand working occupations
796-799 Production Inspectors, Testers, Samplers, and Weighers
796 Production inspectors, checkers, and examiners
797 Production testers
798 Production samplers and weighers
799 Graders and sorters, except agricultural
800-802 Not used
803-859 TRANSPORTATION AND MATERIAL MOVING OCCUPATIONS
803-814 Motor Vehicle Operators
803 Supervisors, motor vehicle operators
804 Truck drivers
805 Not used
806 Driver-sales workers
807 Not used
808 Bus drivers
809 Taxicab drivers and chauffeurs
810-812 Not used
813 Parking lot attendants
814 Motor transportation occupations, n.e.c.
815 Not used
823-834 Transportation Occupations, Except Motor Vehicles
823-826 Rail Transportation Occupations
823 Railroad conductors and yardmasters
824 Locomotive operating occupations
825 Railroad brake, signal, and switch operators
826 Rail vehicle operators, n.e.c.
827 Not used
828-834 Water Transportation Occupations
828 Ship captains and mates, except fishing boats
829 Sailors and deckhands
830-832 Not used
833 Marine engineers
834 Bridge, lock, and lighthouse tenders
835-842 Not used
843-959 Material Moving Equipment Operators
843 Supervisors, material moving equipment operators
844 Operating engineers
845 Longshore equipment operators
846-847 Not used
848 Hoist and winch operators
849 Crane and tower operators
850-852 Not used
853 Excavating and loading machine operators
854 Not used
855 Grader, dozer, and scraper operators
856 Industrial truck and tractor equipment operators
857-858 Not used
859 Miscellaneous material moving equipment operators
860-863 Not used
864-889 HANDLERS EQUIPMENT CLEANERS, HELPERS, AND LABORERS
864 Supervisors, handlers, equipment cleaners, and
laborers, n.e.c.
865 Helpers, mechanics, and repairers
866-868 Helpers, Construction, and Extractive Occupations
866 Helpers, construction trades
867 Helpers, surveyor
868 Helpers, extractive occupations
869 Construction laborers
870-873 Not used
874 Production helpers
875-883 Freight, Stock, and Material Handlers
875 Garbage collectors
876 Stevedores
877 Stock handlers and baggers
878 Machine feeders and offbearers
879-882 Not used
883 Freight, stock, and material handlers, ne.c.
884 Not used
885 Garage and service station related occupations
886 Not used
887 Vehicle washers and equipment cleaners
888 Hand packers and packagers
889 Laborers, cocept construction
890-904 Not used
905 Assigned to persons whose current labor force
status is unemployed and whose last job was Armed
Forces.
In the public version of the dataset, these codes have been
collapsed in the following way:
IF (3 <= 3-digit occ. code <=37) THEN occ. code=1;
ELSE IF (43 <= 3-digit occ. code <=199) THEN occ. code=1;
ELSE IF (203 <= 3-digit occ. code <=235) THEN occ. code=2;
ELSE IF (243 <= 3-digit occ. code <=285) THEN occ. code=2;
ELSE IF (303 <= 3-digit occ. code <=389) THEN occ. code=2;
ELSE IF (403 <= 3-digit occ. code <=407) THEN occ. code=3;
ELSE IF (413 <= 3-digit occ. code <=427) THEN occ. code=3;
ELSE IF (433 <= 3-digit occ. code <=469) THEN occ. code=3;
ELSE IF (473 <= 3-digit occ. code <=499) THEN occ. code=6;
ELSE IF (503 <= 3-digit occ. code <=699) THEN occ. code=4;
ELSE IF (703 <= 3-digit occ. code <=799) THEN occ. code=5;
ELSE IF (803 <= 3-digit occ. code <=859) THEN occ. code=5;
ELSE IF (863 <= 3-digit occ. code <=889) THEN occ. code=5;
ELSE IF (903 <= 3-digit occ. code <=905) THEN occ. code=3;
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
X7402(#1) What kind of business or industry (do you/does your
X7412(#2) [spouse/partner]) work in -- that is, what do they make or
do at the place where (you/he/she) work(s)?
Code Census 1995 3-digit industry code
Code Industry
000-009 Not used
010-030 AGRICULTURE
010 Agricultural production, crops
O1l Agricultural production, livestock
012 Veterinary services
013-019 Not used
020 Landscape and horticultural services
021-029 Not used
030 Agricultural services, n.e.c.
031-032 FORESTRY AND FISIHERIES
031 Forestry
032 Fishing, hunting, and trapping
033-039 Not used
040-050 MINING
040 Metal mining
041 Coal mining
042 Oil and gas extraction
043-049 Not used
050 Nonmetallic mining and quarrying, except fuel
051-059 Not used
060 CONSTRUCMON
061-099 Not used
100-392 MANUFACTURING
100-222 NONDURABLE GOODS
100-122 Food and kindred products
100 Meat products
101 Dairy products
102 Canned, frozen and preserved fruits and vegetables
103-109 Not used
110 Grain mill products
111 Bakery products
112 Sugar and confectionery products
113-119 Not used
120 Beverage industries
121 Miscellaneous food preparations and kindred products
122 Not specified food industries
123-129 Not used
130 Tobacco manufactures
131 Not used
132-150 Textile mill products
132 Knitting mills
133-139 Not used
140 Dyeing and finishing textiles, except wool and knit goods
141 Carpets and rugs
142 Yarn, thread, and fabric mills
143-149 Not used
150 Miscellaneous textile mill products
151-152 Apparel and other finished textile products
151 Apparel and accessories, except knit
152 Miscellaneous fabricated textile products
153-159 Not used
160-162 Paper and allied products
160 Pulp, paper, and paperboard mills
161 Miscellaneous paper and pulp products
162 Paperboard containers and boxes
163-170 Not used
171-172 Printing, publishing, and allied industries
171 Newspaper publishing and printing
172 Printing, publishing and allied industries,
except newspapers
173-179 Not used
180-192 Chemicals and allied products
180 Plastics, synthetics, and resins
181 Drugs
182 Soaps and cosmetics
183-189 Not used
190 Paints, varnishes, and related products
191 Agricultural chemicals
192 Industrial and miscellaneous chemicals
193-199 Not used
200-201 Petroleum and coal products
200 Petroleum refining
201 Miscellaneous petroleum and coal products
202-209 Not used
210-212 Rubber and miscellaneous plastics products
210 Tires and inner tubes
211 Other rubber products, and plastics footwear and belting
212 Miscellaneous plastics products
213-219 Not used
220 Leather and leather products
220 Leather tanning and finishing
221 Footwear, except rubber and plastic
Leather products, except footwear
223-229 Not used
230-392 DURABLE GOODS
230-241 Lumber and wood products, except furniture
230 Logging(241)
231 Sawmills,planning mills, and millwork
232 Wood buildings and mobile homes
233-240 Not used
241 Miscellaneous wood products
242 Furniture and fissures
243-249 Not used
250-262 tone, clay, glass, and concrete products
250 Glass and glass products
251 Cement, concrete, gypsum, and plaster products
252 Structural clay products
253-260 Not used
261 Pottery and related products
262 Miscellaneous nonmetallic mineral and stone products
263-269 Not used
270-301 Metal industries
270 Blast furnaces, steelworks, rolling and finishing mills
271 Iron and steel foundries
272 Primary aluminum industries
273-279 Not used
280 Other primary metal industries
3369,339)
281 Cutlery, handtools, and general hardware
282 Fabricated structural metal products
283-289 Not used
290 Screw machine products
291 Metal forgings and stamping
292 Ordnance
293-299 Not used
300 Miscellaneous fabricated metal products
301 Not specified metal industries
302-309 Not used
310-332 Machinery and computing equipment
310 Engines and turbines
311 Farm machinery and equipment
312 Construction and material handling machines
313-319 Not used
320 Metalworking machinery
321 Office and accounting machines
322 Computers and related equipment
323-330 Not used
331 Machinery, except electrical, n.e.c.
332 Not specified machinery
333-339 Not used
340-350 Electrical machinery, equipment, and supplies
340 Household appliances
341 Radio, TV, and communication equipment
342 Electrical machinery, equipment, and supplies, n.e.c.
343-349 Not used
350 Not specified electrical machinery, equipment, and supplies
351-370 Transportation equipment
351 Motor vehicles and motor vehicle equipment
352 Aircraft and parts
353-359 Not used
360 Ship and boat building and repairing
361 Railroad locomotives and equipment
362 Guided missiles, space vehicles, and parts
363-369 Not used
370 Cycles and miscellaneous transportation equipment
371-381 Professional and photographic equipment, and watches
371 Scientific and controlling instruments
372 Medical, dental, and optical instruments and supplies
373-379 Not used
380 Photographic equipment and supplies
381 Watches, clocks, and clockwork operated devices
382-389 Not used
390 Toys, amusement, and sporting goods
391 Miscellaneous manufacturing industries
392 Not specified manufacturing industries
393-399 Not used
400-472 TRANSPORTATION, COMMUNICATIONS, AND OTHER PUBLIC UTILITIES
400-432 TRANSPORTATION
400 Railroads
401 Bus service and urban transit
402 Taxicab service
403-409 Not used
410 Trucking service
411 Warehousing and storage
412 U.S. Postal Service
413-419 Not used
420 Water transportation
421 Air transportation
422 Pipe lines, except natural gas
423-431 Not used
432 Services incidental to transportation
433-439 Not used
440-442 COMMUNICATIONS
440 Radio and television broadcasting and cable
441 Telephone communications
442 Telegraph and miscellaneous communications services
443-449 Not used
450-472 UTILITIES AND SANITARY SERVICES
450 Electric light and power
451 Gas and steam supply systems
452 Electric and gas, and other combinations
453-469 Not used
470 Water supply and irrigation
471 Sanitary services
472 Not specified utilities
473-499 Not used
500-571 WHOLESALE TRADE
500-532 Durable Goods
500 Motor vehicles and equipment
501 Furniture and home furnishings
502 Lumber and construction materials
503-509 Not used
510 Professional and commercial equipment and supplies
511 Metals and minerals, except petroleum
512 Electrical goods
513-520 Not used
521 Hardware, plumbing and heating supplies
522-529 Not used
530 Machinery, equipment, and supplies
531 Scrap and waste materials
532 Miscellaneous wholesale, durable goods
533-539 Not used
540-571 Nondurable Goods
540 Paper and paper products
541 Drugs, chemicals and allied products
542 Apparel, fabrics, and notions
543-549 Not used
550 Groceries and related products
551 Farm-product raw materials
552 Petroleum products
553-559 Not used
560 Alcoholic beverages
561 Farm supplies
562 Miscellaneous wholesale, nondurable goods
563-570 Not used
571 Not specified wholesale trade
572-579 Not used
580-691 RETAIL TRADE
580 Lumber and building material retailing
581 Hardware stores
582 Retail nurseries and garden stores
583-589 Not used
590 Mobile home dealers
591 Department stores
592 Variety stores
593-599 Not used
600 Miscellaneous general merchandise stores
601 Grocery stores
602 Dairy products stores
603-609 Not used
610 Retail bakeries
611 Food stores, n.e.c.
612 Motor vehicle dealers
613-619 Not used
620 Auto and home supp@y stores
621 Gasoline service stations
622 Miscellaneous vehicle dealers
623 Apparel and accessory stores, except shoe
624-629 Not used
630 Shoe stores
631 Furniture and home furnishings stores
632 Household appliance stores
633 Radio ,TV, and computer stores
634-639 Not used
640 Music stores
641 Eating and drinking places
642 Drug stores
643-649 Not used
650 Liquor stores
651 Sporting goods, bicycles, and hobby stores
652 Book and stationery stores
653-659 Not used
660 Jewelry stores
661 Gift, novelty, and souvenir shops
662 Sewing, needlework and piece goods stores
663 Catalog and mail order houses
664-669 Not used
670 Vending machine operators
671 Direct selling establishments
672 Fuel dealers
673-680 Not used
681 Retail florists
682 Miscellaneous retail stores
683-690 Not used
691 Not specified retail trade
692-699 Not used
700-712 FINANCE, INSURANCE, AND REAL ESTATE
700 Banking
701 Savings institutions, including credit unions
702 Credit agencies, n.e.c.
703-709 Not used
710 Security, commodity brokerage, and investment companies
711 Insurance
712 Real estate, including real estate-insurance offices
713-720 Not used
721-760 BUSINESS AND REPAIR SERVICES
721 Advertising
722 Services to dwellings and other buildings
723-730 Not used
731 Personnel supply services
732 Computer and data processing services
733-739 Not used
740 Detective and protective services
741 Business services, n.e.c.
742 Automotive rental and leasing, without drivers
743-749 Not used
750 Automotive parking and carwashes.
751 Automotive repair and related services
752 Electrical repair shops
753-759 Not used
760 Miscellaneous repair services
761-791 PERSONAL SERVICES
761 PRIVATE HOUSEHOLDS
762-791 PERSONAL SERVICES, EXCEPT PRIVATE HOUSEHOLD
762 Hotels and motels
763-769 Not used
770 Lodging places, except hotels and motels
771 Laundry, cleaning and garment services
772 Beauty shops
773-779 Not used
780 Barber shops
781 Funeral service and crematories
782 Shoe repair shops
783-789 Not used
790 Dressmaking shops
791 Miscellaneous personal services
792-799 Not used
800-810 ENTERTAINNIENT AND RECREATION SERVICES
800 Theaters and motion pictures
801 Video tape rental
802 Bowling centers
803-809 Not used
810 Miscellaneous entertainment and recreation services
811 Not used
812-893 PROFESSIONAL AND RELATED SERVICES
812-840 MEDICAL SERVICES, EXCEPT HOSPITALS
812 Offices and clinics of physicians
813-819 Not used
820 Offices and clinics of dentists
821 Offices and clinics of chiropractors
822 Offices and clinics of optometrists
823-829 Not used
830 Offices and clinics of health practitioners, n.e.c.
831 HOSPITALS
832 Nursing and personal care facilities
833-839 Not used
840 Health services, n.e.c.
841 OTHER PROFESSIONAL SERVICES
841 Legal services
842-860 EDUCATIONAL SERVICES
842 Elementary and secondary schools
843-849 Not used
850 Colleges and universities
851 Vocational schools
852 Libraries
853-859 Not used
860 Educational services, n.e.c.
861-971 SOCIAL SERVICES
861 Job training and vocational rehabilitation services
862 Child day care services
863 Family child care homes
864-869 Not used
970 Residential care facilities, without nursin
871 Social services, n.e.c.
872-893 OTHER PROFESSIONAL SERVICES
872 Museums, art galleries, and zoos
873 Labor unions
874-879 Not used
880 Religious organizations
881 Membership organizations, n.e.c.
882 Engineering, architectural and surveying services
883-889 Not used
890 Accounting auditing, and bookkeeping services
891 Research, development, and testing services
Management and public relations services
893 Miscellaneous professional and related services
894-899 Not used
900-932 PUBLIC ADMINISTRATION
900 Executive and legislative offices
901 General government, n.e.c.
902-909 Not used
910 Justice, public order, and safety
911-920 Not used
921 Public finance, taxation, and monetary policy
922 Administration of human resources programs
923-929 Not used
930 Administration of environmental quality and
housing programs
931 Administration of economic programs
932 National security and international affairs
933-939 Not used
940-960 MILITARY
940 Army
941 Air Force
942 Navy
943-949 Not used
950 Marine Corps
951 Coast Guard
952 Military, n.f.s.
953-959 Not used
960 Military Reserves, n.f.s.
961-990 Not used
991 Assigned to persons whose labor force status is
unemployed and whose last job was Armed Forces
In the public version of the dataset, these codes have been
collapsed in the following way:
IF (10 <= 3-digit ind. code <=32) THEN ind. code=1;
ELSE IF (40 <= 3-digit ind. code <=50) THEN ind. code=2;
ELSE IF (60 <= 3-digit ind. code <=60) THEN ind. code=2;
ELSE IF (100 <= 3-digit ind. code <=392) THEN ind. code=3;
ELSE IF (500 <= 3-digit ind. code <=571) THEN ind. code=4;
ELSE IF (580 <= 3-digit ind. code <=691) THEN ind. code=4;
ELSE IF (700 <= 3-digit ind. code <=712) THEN ind. code=5;
ELSE IF (721 <= 3-digit ind. code <=760) THEN ind. code=5;
ELSE IF (400 <= 3-digit ind. code <=472) THEN ind. code=6;
ELSE IF (761 <= 3-digit ind. code <=791) THEN ind. code=6;
ELSE IF (800 <= 3-digit ind. code <=802) THEN ind. code=6;
ELSE IF (810 <= 3-digit ind. code <=893) THEN ind. code=6;
ELSE IF (900 <= 3-digit ind. code <=960) THEN ind. code=7;
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
-----------------------------------------------------------------------------
INFORMATION LINKED FROM 1995 CURRENT POPULATION SURVEY BY OCCUPATION CODE
-----------------------------------------------------------------------------
X8112(#1) Recode: Average for occupation group of fraction of last 52
X8113(#2) weeks worked; multipled by 10
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8114(#1) Recode: Average for occupation group of hours worked per year
X8115(#2) in 1995; multiplied by 10
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8116(#1) Recode: Fraction of occupation group unemployed in 1995;
X8117(#2) multiplied by 1000
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8169(#1) Recode: Unconditional mean wage for occupation group in 1995
X8170(#2)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
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 employment
(1 = working fewer than 20 hours per week), a dummy variable
for self-employment (1 = self-employed), a dummy for race
(1 = Hispanic or non-white), and dummy variables for years
of education (1 = : 12 years of education, some college or
an Associate's degree, Bachelor's degree, higher degree
than Bachelor's degree). 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 data to identify
these coefficients; for example, a coefficient for the
[36,55) element of the age spline may be identically zero
if there are no CPS cases in that age group for the given
occupation.
X8105(#1) Recode: 10000 * Intercept
X8106(#2)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8099(#1) Recode: For age in [1, 35]: 10000 * Coefficient of AGE
X8100(#2)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8101(#1) Recode: For age in [36, 55]: 10000 * Coefficient of MAX(0,AGE-35)
X8102(#2)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8103(#1) Recode: For age in [55, 999]: 10000 * Coefficient of MAX(0,AGE-55)
X8104(#2)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8318(#1) Recode: 10000 * Coefficient of dummy for part-time employment
X8319(#2)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8320(#1) Recode: 10000 * Coefficient of dummy for self-emlpoyment
X8321(#2)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8322(#1) Recode: 10000 * Coefficient of dummy for Hispanic or nonwhite
X8323(#2)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8324(#1) Recode: 10000 * Coefficient of dummy for 12 years of education
X8325(#2)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8326(#1) Recode: 10000 * Coefficient of dummy for some college or
X8327(#2) Associate's degree
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8328(#1) Recode: 10000 * Coefficient of dummy for Bachelor's degree
X8329(#2)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8330(#1) Recode: 10000 * Coefficient of dummy for higher degree than
X8331(#2) Bachelor's degree
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8107(#1) Recode: 10000 * Standard error log regression
X8108(#2)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8109(#1) Recode: Annualized level of expected income from regression
X8111(#2) (corrected for non-zero expectation of error term for level)
Code number
0. Inap. (/no spouse; no job: X7401=0/X7411=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
-----------------------------------------------------------------------------
X4110(#1) How many hours (do you/does [he/she]) work on
X4710(#2) (your/her/his) main job in a normal week?
Code number of hours
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
X4111(#1) INTERVIEWER: READ SLOWLY
X4711(#2) Counting paid vacations as weeks of work, how many weeks
(do you/does your [spouse/partner]) work on this job in a
normal year?
Code number of weeks
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
X4125(#1) How (are you/is [he/she]) paid? (Are you/Is [he/she]) paid
X4725(#2) a regular salary or wages?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not self-employed: X4106^=2 or 3/
X4706^=2 or 3)
X4112(#1) About how much (do you/does [he/she]) earn before taxes
X4712(#2) on (your/her/his) main job? (NOT SELF-EMPLOYED)
How much in salary or wages (are you/is [he/she]) paid
before taxes? (SELF-EMPLOYED)
Code amount
-1. Nothing
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; self-employed and not receiving salary:
X4106=1 and X4125^=1/X4706=1 and X4725^=1)
X4113(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X4713(#2) And how often (do you/does [he/she]) receive that amount?
Code frequency
1. Day
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only/in total
11. Twice per year; every six months
12. Bimonthly
14. By the piece/job
18. Hour
22. Varies
-1. Nothing
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; self-employed and not receiving salary:
X4106=1 and X4125^=1/X4706=1 and X4725^=1)
X4127(#1) (Do you/Does [he/she]) also receive a portion of the net
X4727(#2) earnings, or some other kind of income?
(Do you/Does [he/she]) receive a portion of the net
earnings, or some other kind of income?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not self-employed: X4106^=2 or 3/
X4706^=2 or 3)
X4131(#1) In addition to regular salary, how much (do you/does
X4731(#2) [he/she]) personally receive from the business before taxes?
How much (do you/does [he/she]) personally receive from the
business before taxes?
(What did (you/he/she) get in 1994?)
Code amount
-1. Nothing
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not self-employed: X4106^=2 or 3/
X4706^=2 or 3; no net earnings from business:
X4127^=1/X4727^=1)
X4132(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X4732(#2) And how often (do you/does [he/she]) receive that amount?
Code frequency
1. Day
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only/in total
11. Twice per year; every six months
12. Bimonthly
14. By the piece/job
18. Hour
22. Varies
-1. Nothing
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not self-employed: X4106^=2 or 3/
X4706^=2 or 3; no net earnings from business:
X4127^=1/X4727^=1)
X4114(#1) About how many employees work for this company or
X4714(#2) organization, including all locations? (Is it fewer than
10, 10 to 19, 20 to 99, 100 to 499, or 500 or more?)
1. Less than 10
2. 10 to 19
3. 20 to 99
4. 100 to 499
5. 500 or MORE
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
How many years in total (have you/has [he/she]) worked for
this employer?
X4115(#1) Code number of years
X4715(#2) -1. Less than one year
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
*******************************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 60: AGE AND
YEAR ALTERED ACCORDINGLY
*******************************************************
X7199(#1) Code age
X7266(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
X7679(#1) Code year (4 digits)
X7706(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
How many years (do you/does [he/she]) expect to continue
working for this employer?
X4116(#1) Code number of years
X4716(#2) -1. Less than a year
-2. Never stop
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
X7680(#1) Code age
X7707(#2) -2. Never stop
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
X7200(#1) Code year (4 digits)
X7267(#2) -2. Never stop
X4117(#1) (Are you/Is [he/she]) covered on this job by a union or
X4717(#2) employee-association contract?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
X7681(#1) (Do you/Does [he/she]) have any type of insurance other
X7708(#2) than Social Security, that would help provide (you/her/him)
with income in the event that (you/he/she) became disabled?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
PENSION FOR HEAD AND SPOUSE/PARTNER FROM CURRENT MAIN JOB
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
#1 refers to current job pension of head
#2 refers to current job pension of spouse/partner
-----------------------------------------------------------------------------
#1a refers to first current job pension of head
#1b refers to seond current job pension of head
#1c refers to third current job pension of head
#1d refers to all remaining current job pensions of head
#2a refers to first current job pension of spouse/partner
#2b refers to seond current job pension of spouse/partner
#2c refers to third current job pension of spouse/partner
#2d refers to all remaining current job pensions of spouse/partner
-----------------------------------------------------------------------------
X4135(#1) Aside from IRA or KEOGH plans, (are you/is [he/she])
X4735(#2) included in any pension plans or tax-deferred savings plans
through (your/her/his) work/the business? (SELF-EMPLOYED)
Many employers have pension plans, and some provide
tax-deferred plans such as thrift, savings, 401Ks, profit
sharing, or stock ownership plans. Some plans span
multiple jobs, for example TIAA-CREF, union plans, etc.
(Are you/Is [he/she]) included in any pension or retirement
plans, or in any tax-deferred savings plans connected with
the job you just told me about? (DO NOT INCLUDE SOCIAL
SECURITY.) INTERVIEWER: IF R MENTIONS IRA OR KEOGH PLANS,
MAKE A NOTE AND SAY: "We covered those earlier in the
interview. Here, I just want to find out about other plans
operated through your (spouse's/partner's) employer." (NOT
SELF-EMPLOYED)
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
X4136(#1) Does (your/her/his) employer offer any such plans?
X4736(#2)
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; self-employed: X4106=2 or 3/X4706=2 or 3;
included in pension plan on main job: X4135=1/X4735=1)
X4137(#1) (Are you/Is [he/she]) eligible to be included in any of
X4737(#2) these plans?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; self-employed: X4106=2 or 3/X4706=2 or 3;
included in pension plan on main job:
X4135=1/X4735=1; no such plans: X4136^=1/X4736^=1)
What kinds of plans are these? (CHECK ALL THAT APPLY)
X6708(#1) Savings/Thrift
X6713(#2)
X6709(#1) 401K/403B
X6714(#2)
X6710(#1) Profit sharing
X6715(#2)
X6711(#1) Tax-deferred Annuity
X6716(#2)
X6712(#1) Other
X6717(#2)
1. Checked (only for X6708-X6711/X6713-X6716)
5. Not checked
Responses 7-17 valid only for X6712/X6717
7. Stock purchase/ESOP
8. Deferred compensation
9. IRA-SEP (not to be confused with a regular IRA)
10. Defined-contribution plan; TIAA-CREF (Teachers
Insurance and Annuity Association/College Retirement
Equity Fund)
11. Money purchase plan
17. Other type of annuity
13. Other salary reduction plan
14. Other state/local government plan
15. Other federal government plan
16. Other type of account
17. Defined benefit plan
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; self-employed: X4106=2 or 3/X4706=2 or 3;
included in pension plan on main job:
X4135=1/X4735=1; no such plans: X4136^=1/X4736^=1)
X4138(#1) Will (you/he/she) be eligible if (you/he/she) continue(s)
X4738(#2) to work for this employer?
1. YES
5. NO
-7. DEPENDS
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; self-employed: X4106=2 or 3/X4706=2 or 3;
included in pension plan on main job:
X4135=1/X4735=1; no such plans: X4136^=1/X4736^=1;
eligible to be included: X4137=1/X4737=1)
X6751(#1) Code reason DEPENDS
X6761(#2)
10. If change to full-time; change employment status/hour/grade
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; self-employed: X4106=2 or 3/X4706=2 or 3;
included in pension plan on main job:
X4135=1/X4735=1; no such plans: X4136^=1/X4736^=1;
eligible to be included: X4137=1/X4737=1; answer to future
eligibility question not DEPENDS: X4138^=-7/X4738^=-7)
X4139(#1) In how many different plans of this sort (are you/is
X4739(#2) [he/she]) included on this job?
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; self-employed: X4106=2 or 3/X4706=2 or 3;
no pensions: X4135^=1/X4735^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
*********************************************
X4140(#1) (Are you/Is [he/she]) currently receiving retirement
X4740(#2) payments from any pension plans from this job?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no pensions: X4135^=1/X4735^=1)
X4141(#1) I'll ask you about the payments later. Are there any
X4741(#2) retirement or savings plans from this job where (you
are/[he/she] is) not yet drawing benefit payments?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no pensions: X4135^=1/X4735^=1)
X6698(#1) Originally reported value of X4201 (see introduction)
X6699(#2) Originally reported value of X4801 (see introduction)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
*********************************************
X4201(#1) How many such plans (do you/does your [spouse/partner]) have?
X4801(#2)
Code number of plans
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no pensions: X4135^=1/X4735^=1; no plans
where not currently drawing benefits: X4141^=1/X4741^=1)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
*********************************************
X4202(#1a) Is this a pension or retirement plan, or a tax-deferred
X4302(#1b) saving plan of some sort?
X4402(#1c)
X4802(#2a) About the most important of these plans, is it a pension or
X4902(#2b) tax-deferred saving plan of some sort?
X5002(#2c)
About the next most important of these plans, is it a pension or
retirement plan, or a tax-deferred savings plan of some sort?
1. Pension or retirement
2. Tax-deferred savings
15. Other federal government plan
17. Other type of annuity/defined benefit plan
19. Other state/local government plan
35. Combination plan
-7. OTHER
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no pensions: X4135^=1/X4735^=1; no plans
where not currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3)
X4203(#1a) (SHOW CARD 15)
X4303(#1b) I would like to know what general type of plan this is.
X4403(#1c) In the most common pension or retirement plan, the monthly
X4803(#2a) retirement benefit paid is based on a formula usually
X4903(#2b) involving age, years of service, and salary. In other
X5003(#2c) plans, money is accumulated in an account for
(you/her/him) until (your/her/his) retirement. Is this
plan like the formula plan or account plan?
1. Formula
2. Account
3. Both
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no pensions: X4135^=1/X4735^=1; no plans
where not currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3)
NOTE: CARD 15 contained the three large blocks of text
centered in a vertical column: Under the heading "FORMULA
PLAN" is printed "The monthly retirement benefit is usally
based on a formula involving age, years of work and final
salary. Sometimes called a 'defined-benefit' plan".
Under the heading "ACCOUNT PLAN" is printed "Money is
accumulated in an account for you until retirement. For
example: TIAA/CREF. 401(k) and 403(b) plans, thrift plans
or ESOPs, defined contribution plans, salary-reduction
plans, etc." Under the heading "COMBINATION OF BOTH
TYPES" is printed "Some combination plans allow employees
to take a lump sum settlement instead od regular
retirement benefits if they leave the employer before
retirement age. The most common such plan is the
pre-1984 Federal pension plan or CSRS." Printed below
these items is "If you have both a formula and an account
plan, please report them separately."
X4204(#1a) For that part of your (spouse's/partner's) plan where
X4304(#1b) money is accumulated in an account, how much is in the
X4404(#1c) account?
X4804(#2a)
X4904(#2b) Code amount
X5004(#2c) -1. Nothing
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no pensions: X4135^=1/X4735^=1; no plans
where not currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
type of plan is not "both": X4203^=3/X4303^=3/X4404^=3/
X4803^=3/X4903^=3/X5003^=3)
X7205(#1a) Can (you/he/she) borrow against that account?
X7214(#1b)
X7223(#1c) 1. YES
X7272(#2a) 5. NO
X7281(#2b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X7290(#2c) no spouse; no pensions: X4135^=1/X4735^=1; no plans
where not currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
type of plan is not "both": X4203^=3/X4303^=3/X4404^=3/
X4803^=3/X4903^=3/X5003^=3)
How long (have you/has [he/she]) been in the plan?
X7685(#1a) Code number of years
X7687(#1b) -1. Less than a year
X7689(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X7712(#2a) no spouse; no pensions: X4135^=1/X4735^=1; no plans where
X7714(#2b) not currently drawing benefits: X4141^=1/X4741^=1;
X7716(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2)
X7206(#1a) Code age
X7215(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X7224(#1c) no spouse;
X7273(#2a) no pensions: X4135^=1/X4735^=1; no plans where not
X7282(#2b) currently drawing benefits: X4141^=1/X4741^=1;
X7291(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2)
X7207(#1a) Code year (4 digits)
X7216(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X7225(#1c) no spouse;
X7274(#2a) no pensions: X4135^=1/X4735^=1; no plans where not
X7283(#2b) currently drawing benefits: X4141^=1/X4741^=1;
X7292(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2)
X4205(#1a) (Do you/Does [he/she]) currently make contributions to
X4305(#1b) this plan? IF R ASKS, INCLUDE CONTRIBUTIONS THROUGH
X4405(#1c) SALARY DEDUCTIONS, UNION DUES OR OTHER SOURCES
X4805(#2a) 1. YES
X4905(#2b) 5. NO
X5005(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2)
What percent of (your/her/his) pay or amount of money per
month or year (do you/does [he/she]) currently contribute?
X4206(#1a) Code percent * 100
X4306(#1b) -2. Cannot convert amount to percent (negative or zero income)
X4406(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4806(#2a) no spouse;
X4906(#2b) no pensions: X4135^=1/X4735^=1; no plans where not
X5006(#2c) currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2; does not make personal
contributions: X4205^=1/X4305^=1/X4405^=1/X4805^=1/
X4905^=1/X5005^=1)
X4207(#1a) Code amount
X4307(#1b) -2. Cannot convert amount to percent (negative or zero income)
X4407(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4807(#2a) no spouse;
X4907(#2b) no pensions: X4135^=1/X4735^=1; no plans where not
X5007(#2c) currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2; does not make personal
contributions: X4205^=1/X4305^=1/X4405^=1/X4805^=1/
X4905^=1/X5005^=1)
X4208(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X4308(#1b) And how often did (you/he/she) contribute that amount?
X4408(#1c)
X4808(#2a) Code frequency
X4908(#2b) 1. Day
X5008(#2c) 2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year; every six months
12. Bimonthly
14. By the job/piece
18. Hour
22. Varies
-1. Nothing
-2. Cannot convert amount to percent (negative or zero income)
-7. Other number or interval
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2; does not make personal
contributions: X4205^=1/X4305^=1/X4405^=1/X4805^=1/
X4905^=1/X5005^=1)
Where possible, X4112/X4712 was used to compute the
percent when the amount was given (and vice versa). Where
X4112/X4712 was negative or zero, and X4112+X4131/X4712+X4731
was positive, the latter figure was used to make the conversion.
At what age (do you/does your [spouse/partner]) expect to
start receiving benefits from this plan?
X4209(#1a) Code age
X4309(#1b) -2. Do not expect benefits
X4409(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4809(#2a) no spouse;
X4909(#2b) no pensions: X4135^=1/X4735^=1; no plans where not
X5009(#2c) currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2)
X7686(#1a) Code number of years
X7688(#1b) -2. Do not expect benefits
X7690(#1c) -1. Less than a year
X7713(#2a) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X7715(#2b) no spouse;
X7717(#2c) no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2)
X7208(#1a) Code year (4 digits)
X7217(#1b) -2. Do not expect benefits
X7226(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X7275(#2a) no spouse;
X7284(#2b) no pensions: X4135^=1/X4735^=1; no plans where not
X7293(#2c) currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2)
About how much (do you/does [he/she]) expect
(your/her/his) benefits to be? (As a proportion of
(your/her/his) pay at retirement, or as an amount per
month or year when (you/he/she) start(s) receiving them?)
X4210(#1a) Code amount
X4310(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4410(#1c) no spouse;
X4810(#2a) no pensions: X4135^=1/X4735^=1; no plans where not
X4910(#2b) currently drawing benefits: X4141^=1/X4741^=1;
X5010(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2; does not expect benefits:
X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1;
percent benefit figure given: X4212^=0/X4312^=0/
X4412^=0/X4812^=0/X4912^=0/X5012^=0)
X4211(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X4311(#1b) and how often would (you/he/she) receive that amount?
X4411(#1c)
X4811(#2a) Code frequency
X4911(#2b) 1. Day
X5011(#2c) 2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year; every six months
12. Bimonthly
14. By the job/piece
18. Hour
22. Varies
-7. Other number or interval
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2; does not expect benefits:
X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1;
percent benefit figure given: X4212^=0/X4312^=0/
X4412^=0/X4812^=0/X4912^=0/X5012^=0)
X4212(#1a) Code percent
X4312(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4412(#1c) no spouse;
X4812(#2a) no pensions: X4135^=1/X4735^=1; no plans where not
X4912(#2b) currently drawing benefits: X4141^=1/X4741^=1;
X5012(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2; does not expect benefits:
X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1;
dollar benefit figure given: X4210^=0/X4310^=0/
X4410^=0/X4810^=0/X4910^=0/X5010^=0)
X4213(#1a) If (you/your spouse/partner) were to leave this job now,
X4313(#1b) would (you/he/she) start receiving a monthly or annual
X4413(#1c) pension benefit now, would (you/he/she) receive one later,
X4813(#2a) would (you/he/she) get a cash settlement now, would
X4913(#2b) (you/he/she) get nothing, or what?
X5013(#2c)
If (you/your spouse/partner) were to sell this business
now, would (you/he/she) start receiving a monthly or
annual pension benefit now, would (you/he/she) receive one
later, would (you/he/she) get a cash settlement now, would
(you/he/she) get nothing, or what?
If (you/your spouse/partner) were to (leave this job/sell
this business) now, would (you/he/she) start receiving a
monthly or annual pension benefit now, would (you/he/she)
receive one later, would (you/he/she) get a cash settlement now,
would (you/he/she) get nothing, or what?
1. Benefit now
2. Benefit later
3. Cash settlement/lump sum
4. Nothing
6. ROLLOVER
7. Cash settlement and monthly pension
8. Choice of Payment Method
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2; does not expect benefits:
X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1)
X4214(#1a) About how much would (you/he/she) receive?
X4314(#1b)
X4414(#1c) Code amount
X4814(#2a) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4914(#2b) no spouse;
X5014(#2c) no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2; does not expect benefits:
X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1)
X7691(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X7692(#1b) And how often would (you/he/she) receive that amount?
X7693(#1c)
X7718(#2a) Code frequency
X7719(#2b) 1. Day
X7720(#2c) 2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year; every six months
12. Bimonthly
14. By the job/piece
18. Hour
22. Varies
-7. Other number or interval
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is account type: X4203=2/X4303=2/X4404=2/
X4803=2/X4903=2/X5003=2; does not expect benefits:
X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1)
X4216(#1a) Can you tell me a little more about this plan?
X4316(#1b) Is it a thrift or savings plan, a 401K, Supplemental
X4416(#1c) Retirement Annuity (SRA), a profit-sharing plan, or what?
X4816(#2a)
X4916(#2b) 1. Thrift or Savings
X5016(#2c) 2. 401K/403B/SRA
3. Profit Sharing
4. Stock purchase/ESOP
7. Deferred compensation
11. IRA-SEP (not to be confused with a regular IRA)
12. Defined-contribution plan; TIAA-CREF (Teachers
Insurance and Annuity Association/College Retirement
Equity Fund)
13. Money purchase plan
14. Tax-deferred annuity (TDA); tax-sheltered annuity (TSA)
17. Other type of annuity
18. Other salary reduction plan
24. Other state/local government plan
25. Other federal government plan
26. Other type of account
-7. Other; combination
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
For how many years altogether (have you/has [he/she]) been
included in this plan? (INCLUDE YEARS WITH OTHER
EMPLOYERS, IF SAME PLAN.)
X4217(#1a) Code number of years
X4317(#1b) -1. Less than a year
X4417(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4817(#2a) no spouse;
X4917(#2b) no pensions: X4135^=1/X4735^=1; no plans where not
X5017(#2c) currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
X7209(#1a) Code age
X7218(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X7227(#1c) no spouse;
X7276(#2a) no pensions: X4135^=1/X4735^=1; no plans where not
X7285(#2b) currently drawing benefits: X4141^=1/X4741^=1;
X7294(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
X7210(#1a) Code year (4 digits)
X7219(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X7228(#1c) no spouse;
X7277(#2a) no pensions: X4135^=1/X4735^=1; no plans where not
X7286(#2b) currently drawing benefits: X4141^=1/X4741^=1;
X7295(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
X4218(#1a) Does your (spouse's/partner's) employer make contributions
X4318(#1b) to this plan?
X4418(#1c)
X4818(#2a) Does the business make contributions to this plan?
X4918(#2b)
X5018(#2c) [Does your (spouse's/partner's) employer/Does the business]
make contributions to this plan?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
What percent of (your/her/his) pay or amount of money per
month or year does (your/her/his) employer currently contribute?
X4219(#1a) Code percent * 100
X4319(#1b) -1. Nothing
X4419(#1c) -2. Cannot convert amount to percent (negative or zero income)
X4819(#2a) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4919(#2b) no spouse;
X5019(#2c) no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; employer not contributing:
X4218^=1/X4318^=1/X4418^=1/X4818^=1/X4918^=1/X5018^=1)
Where possible, X4112/X4712 was used to compute the
percent when the amount was given (and vice versa). Where
X4112/X4712 was negative or zero, and X4112+X4131/X4712+X4731
was positive, the latter figure was used to make the conversion.
X4220(#1a) Code amount
X4320(#1b) -1. Nothing
X4420(#1c) -2. Cannot convert amount to percent (negative or zero income)
X4820(#2a) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4920(#2b) no spouse;
X5020(#2c) no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; employer not contributing:
X4218^=1/X4318^=1/X4418^=1/X4818^=1/X4918^=1/X5018^=1)
X4221(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X4321(#1b) And how often did (you/he/she) contribute that amount?
X4421(#1c)
X4821(#2a) Code frequency
X4921(#2b) 1. Day
X5021(#2c) 2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year; every six months
12. Bimonthly
14. By the job/piece
18. Hour
22. Varies
-1. Nothing
-2. Cannot convert amount to percent (negative or zero income)
-7. Other number or interval
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; employer not contributing:
X4218^=1/X4318^=1/X4418^=1/X4818^=1/X4918^=1/X5018^=1)
X4231(#1a) If (you/your spouse/partner) needed money in an emergency,
X4331(#1b) could (you/he/she) withdraw some of the funds in the account?
X4431(#1c) (CODE "YES" EVEN IF WITHDRAWAL INVOLVES PENALTY.)
X4831(#2a)
X4931(#2b) 1. YES
X5031(#2c) 5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
X4227(#1a) Can (you/he/she) borrow against the account?
X4327(#1b)
X4427(#1c) 1. YES
X4827(#2a) 5. NO
X4927(#2b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X5027(#2c) no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
X4228(#1a) (Do you/Does [he/she]) currently have a loan against the
X4328(#1b) account?
X4428(#1c)
X4828(#1a) 1. YES
X4928(#2b) 5. NO
X5028(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; borrowing not allowed:
X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1)
X4229(#1a) What is the amount of the loan balance?
X4329(#1b)
X4429(#1c) Code amount
X4829(#2a) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4929(#2b) no spouse;
X5029(#2c) no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; borrowing not allowed:
X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1;
no loan on account: X4228^=1/X4328^=1/X4428^=1/X4828^=1/
X4928^=1/X5028^=1)
X4230(#1a) Did you tell me about this loan earlier?
X4330(#1b)
X4430(#1c) 1. YES
X4830(#2a) 4. R reported YES, but no apparent match in data
X4930(#2b) 5. NO
X5030(#2c) 6. R reported YES, partially recorded earlier
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; borrowing not allowed:
X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1;
no loan on account: X4228^=1/X4328^=1/X4428^=1/X4828^=1/
X4928^=1/X5028^=1)
NOTE: where (X4230 X4330 X4430 X4830 X4930 X5030)=1,
the amount of the loan is not edited out of the
earlier location. See model SAS code definition of
net worth later in this codebook for one possible
treatment.
X7694(#1a) Where did you tell me about this loan?
X7695(#1b)
X7696(#1c) 1. Credit card
X7721(#2a) 2. 1st Mortgage
X7722(#2b) 3. 2nd Mortgage
X7723(#2c) 4. Home Equity Loan
5. Line of Credit
6. Other Real Estate Loan
8. vehicle loan
9. education loan
10. Other consumer loans (X2710 etc.)
11. "Other loans" (X4032)
12. Remodeling loan
13. More than one mortgage on principal residence
14. Combination of line of credit and other real estate loan
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; borrowing not allowed:
X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1;
no loan on account: X4228^=1/X4328^=1/X4428^=1/X4828^=1/
X4928^=1/X5028^=1; did not report loan earlier:
X4230^=1/X4330^=1/X4430^=1/X4830^=1/X4930^=1/X5030^=1)
X7211(#1a) How much are the payments?
X7220(#1b)
X7229(#1c) Code amount
X7278(#2a) -1. Nothing
X7287(#2b) -2. No typical payments
X7296(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; borrowing not allowed:
X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1;
no loan on account: X4228^=1/X4328^=1/X4428^=1/X4828^=1/
X4928^=1/X5028^=1)
X7212(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X7221(#1b) And how often are the payments made?
X7230(#1c)
X7279(#2a) Code frequency
X7288(#2b) 2. Week
X7297(#2c) 3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
14. By the job/piece
18. Hour
22. Varies
-1. Nothing
-2. No regular payment
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; borrowing not allowed:
X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1;
no loan on account: X4228^=1/X4328^=1/X4428^=1/X4828^=1/
X4928^=1/X5028^=1)
X4222(#1a) Not including repayment of the loan,
X4322(#1b)
X4422(#1c) (Do you/Does [he/she]) currently make contributions to
X4822(#2a) this plan?
X4922(#2b) INTERVIEWER: IF R ASKS, INCLUDE CONTRIBUTIONS THROUGH
X5022(#2c) SALARY DEDUCTIONS, UNION DUES OR OTHER SOURCES
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
Not including repayment of the loan,
What percent of your (spouse's/partner's) pay or amount of
money per month or year (do you/does your
[spouse/partner]) currently contribute?
X4223(#1a) Code percent * 100
X4323(#1b) -2. Cannot convert amount to percent (negative or zero income)
X4423(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4823(#2a) no spouse;
X4923(#2b) no pensions: X4135^=1/X4735^=1; no plans where not
X5023(#2c) currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; does not contribute to pension:
X2822^=1/X4322^=1/X4422^=1/X4822^=1/X4922^=1/X5022^=1)
X4224(#1a) Code amount
X4324(#1b) -2. Cannot convert amount to percent (negative or zero income)
X4424(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4824(#2a) no spouse;
X4924(#2b) no pensions: X4135^=1/X4735^=1; no plans where not
X5024(#2c) currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; does not contribute to pension:
X2822^=1/X4322^=1/X4422^=1/X4822^=1/X4922^=1/X5022^=1)
X4225(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X4325(#1b) And how often did (you/he/she) contribute that amount?
X4425(#1c)
X4825(#2a) Code frequency
X4925(#2b) 1. Day
X5025(#2c) 2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year; every six months
12. Bimonthly
14. By the job/piece
18. Hour
22. Varies
-1. Nothing
-2. Cannot convert amount to percent (negative or zero income)
-7. Other number or interval
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; does not contribute to pension:
X2822^=1/X4322^=1/X4422^=1/X4822^=1/X4922^=1/X5022^=1)
Where possible, X4112/X4712 was used to compute the
percent when the amount was given (and vice versa). Where
X4112/X4712 was negative or zero, and X4112+X4131/X4712+X4731
was positive, the latter figure was used to make the conversion.
X4226(#1a) How much money is in your (spouse's/partner's) account at
X4326(#1b) present?
X4426(#1c)
X4826(#2a) Code amount
X4926(#2b) -1. Nothing
X5026(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
X4232(#1a) If (you/your spouse/partner) were to leave this job now,
X4332(#1b) would (you/he/she) lose all, some, or none of the money in
X4432(#1c) this account?
X4832(#2a)
X4932(#2b) If (you/your spouse/partner) were to sell the business
X5032(#2c) now, would (you/he/she) lose all, some, or none of the
money in this account?
If (you/your spouse/partner) were to (leave this job/sell
the business) now, would (you/he/she) lose all, some, or
none of the money in this account?
1. LOSE ALL
3. LOSE SOME
5. LOSE NONE
-7. OTHER
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
What proportion would (you/he/she) lose?
X4233(#1a) Code percent * 100
X4333(#1b) -1. Nothing
X4433(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X4833(#2a) no spouse;
X4933(#2b) no pensions: X4135^=1/X4735^=1; no plans where not
X5033(#2c) currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; would lose none: X4232=5/
X4332=5/X4432=5/X4832=5/X4932=5/X5032=5)
X7697(#1a) Code amount
X7698(#1b) -1. Nothing
X7699(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
X7724(#2a) no spouse;
X7725(#2b) no pensions: X4135^=1/X4735^=1; no plans where not
X7726(#2c) currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2; would lose none: X4232=5/
X4332=5/X4432=5/X4832=5/X4932=5/X5032=5)
X4234(#1a) How is the money in this account invested? Is it mostly
X4334(#1b) in stocks, mostly in interest earning assets, is it split
X4434(#1c) between these, or what?
X4834(#2a)
X4934(#2b) 1. Mostly or all stock; stock in company
X5034(#2c) 2. Mostly or all interest earning; guaranteed; cash;
bank account
3. Split between stock and interest earning assets
4. Real estate
5. Insurance / Retirement Plan
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
X7213(#1a) (Do you/Does [he/she]) have any choices about how the
X7222(#1b) money is invested?
X7231(#1c)
X7280(#2a) 1. YES
X7289(#2b) 5. NO
X7298(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
no pensions: X4201<1/X4801<1/fewer than 2 pensions:
X4201<2/X4802<2/fewer than 3 pensions: X42012<3/X4802<3;
plan is not account type: X4203^=2/X4303^=2/X4404^=2/
X4803^=2/X4903^=2/X5003^=2)
X4436(#1d) Altogether, how much (do you/does your [spouse/partner])
X5036(#2d) have in (your/her/his) account
balance for any other pension plan or savings plan from this job?
balances for any other pension plans or savings plans from
this job?
Code amount
-1. Nothing
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
fewer than 4 pensions: X4201<4/X4801<4)
X8449(#1d) Original value of remaining total for Rs who did not
X8450(#2d) provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no pensions: X4135^=1/X4735^=1; no plans
where not currently drawing benefits:
X4141^=1/X4741^=1; did not break off early in grid)
X4437(#1d) Altogether, what other retirement payments (do you/does
X5037(#2d) [he/she])
expect to receive from this other pension plan from this job?
expect to receive from these other pension plans from this job?
1. Thrift or Savings
2. 401K/403B/SRA
3. Profit sharing
4. Stock purchase/ESOP
7. Deferred compensation
11. IRA-SEP (not to be confused with a regular IRA)
12. Defined-contribution plan; TIAA-CREF (Teachers
Insurance and Annuity Association/College Retirement
Equity Fund)
13. Money purchase plan
14. Tax-deferred savings/annuity (TDA); tax-sheltered
annuity (TSA)
17. Other type of annuity
18. Other salary reduction plan
24. Other state/local government plan
25. Other federal government plan
26. Other type of account
27 Combination
-7. Other type of annuity/defined benefit plan
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; self-employed: X4106=2 or 3/X4706=2 or 3;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
fewer than 4 pensions: X4201<4/X4801<4)
X7232(#1) Does (your/her/his) employer offer any kind of tax-deferred
X7299(#2) savings, 401K, or other such account plans for which (you
are/[he/she] is) eligible but choose not to participate in?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; self-employed: X4106=2 or 3/X4706=2 or 3;
no pensions: X4135^=1/X4735^=1; no plans where not
currently drawing benefits: X4141^=1/X4741^=1;
at least one account-type plan: X4203=2 or X4303=2 or
X4403=2/X4803=2 or X4903=2 or X5003=2)
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
SECOND JOB OF HEAD AND SPOUSE/PARTNER
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
#1 refers to second job of head
#2 refers to second job of spouse/partner
-----------------------------------------------------------------------------
X4501(#1) (Are you/Is [he/she]) doing any work for pay now, other
X5101(#2) than (your/her/his) main job, such as a second job, the
military services, or (another) business of (your/her/his) own?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
Is this a second job, the military services, your
(spouse's/partner's) own business, or what? (CODE ALL THAT
APPLY)
X4502(#1) Second job
X5102(#2)
X4503(#1) Military
X5103(#2)
X4504(#1) Business
X5104(#2)
X4505(#1) Other
X5105(#2)
1. Checked (only for X4502-X4504/X5102-X5104)
5. Not checked
Other non-inap responses for X4505/X5105 only
6. Consultant
7. Director; board member
8. Hobby
9. Manage investments/real estate
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no second job: X4501^=1/X5101^=1)
X4507(#1) How many hours (do you/does [he/she]) work on these jobs
X5107(#2)
How many hours (do you/does [he/she]) work on this job
in a normal week?
Code number
-1. None
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no second job: X4501^=1/X5101^=1)
X4508(#1) Counting paid vacations as weeks of work, how many weeks
X5108(#2) (do you/does [he/she]) work on these jobs in a normal year?
Code number
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no second job: X4501^=1/X5101^=1)
X4509(#1) About how much (do you/does [he/she]) earn before taxes
X5109(#2) from these other jobs?
Code amount
-1. Nothing
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no second job: X4501^=1/X5101^=1)
X4510(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X5110(#2) And how often (do you/does [he/she]) receive that amount?
Code frequency
1. Day
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only/in total
11. Twice per year; every six months
12. Bimonthly
14. By the piece/job
18. Hour
22. Varies
-1. Nothing
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; no second job: X4501^=1/X5101^=1)
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
EMPLOYMENT HISTORY OF HEAD AND SPOUSE/PARTNER
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
#1 refers to head
#2 refers to spouse/partner
-----------------------------------------------------------------------------
X4511(#1) Thinking about all your (spouse's/partner's) current work
X5111(#2) for pay, (do you/does [he/she]) consider
(yourself/herself/himself) to be working full-time or
part-time?
INTERVIEWER: IF R IS LAID OFF OR A SEASONAL WORKER, ASK
ABOUT "JOBS WHEN R IS WORKING".
1. Full-time
2. Part-time
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse)
-----------------------------------------------------------------------------
CURRENTLY WORKING FULL-TIME
-----------------------------------------------------------------------------
X4512(#1) (READ SLOWLY) Now I have a few questions about your
X5112(#2) (spouse's/partner's) past jobs. Including any periods of
self-employment, the military, and (your/her/his) current
job, since (you were/[he/she] was) 18, how many years (have
you/has [he/she]) worked full-time? (Roughly how many years?)
Code number of years
-1. None
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1)
**********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 60
**********************************************
X4513(#1) Including any self-employment and your (spouse's/partner's)
X5113(#2) current job, for how many different employers (have you/has
[he/she]) worked in full-time jobs lasting one year or more?
Code number of employers
-1. None
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1)
X4514(#1) Now, not counting (your/her/his) current job, (have you/has
X5114(#2) [he/she]) ever had a full-time job that lasted three years
or more?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of full-time employment:
X4512<1/X5112<1)
X4515(#1) I want to know about the longest such job (you/he/she) had.
X5115(#2) Did (you/he/she) work for someone else, (were you/was
[he/she]) self-employed, or what?
1. Someone else
2. Self-employed; other non-corporate business owned by PEU
3. Partnership; law firm; medical/dental partnership
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1; no jobs longer than a year:
X4513<1/X5113<1; no job longer than 3 years:
X4514^=1/X5114^=1)
X7405(#1) What sort of work (were you/was [he/she]) doing when
X7415(#2) (you/he/she) left that job?
(Tell me a little more about what (you/he/she) did.)
Code Census 1995 3-digit occupation codes
See X7401/X7411 for definitions
In the public version of the dataset, these codes have been
collapsed in the following way:
IF (3 <= 3-digit occ. code <=37) THEN occ. code=1;
ELSE IF (43 <= 3-digit occ. code <=199) THEN occ. code=1;
ELSE IF (203 <= 3-digit occ. code <=235) THEN occ. code=2;
ELSE IF (243 <= 3-digit occ. code <=285) THEN occ. code=2;
ELSE IF (303 <= 3-digit occ. code <=389) THEN occ. code=2;
ELSE IF (403 <= 3-digit occ. code <=407) THEN occ. code=3;
ELSE IF (413 <= 3-digit occ. code <=427) THEN occ. code=3;
ELSE IF (433 <= 3-digit occ. code <=469) THEN occ. code=3;
ELSE IF (473 <= 3-digit occ. code <=499) THEN occ. code=6;
ELSE IF (503 <= 3-digit occ. code <=699) THEN occ. code=4;
ELSE IF (703 <= 3-digit occ. code <=799) THEN occ. code=5;
ELSE IF (803 <= 3-digit occ. code <=859) THEN occ. code=5;
ELSE IF (863 <= 3-digit occ. code <=889) THEN occ. code=5;
ELSE IF (903 <= 3-digit occ. code <=905) THEN occ. code=3;
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1; no jobs longer than a year:
X4513<1/X5113<1; no job longer than 3 years:
X4514^=1/X5114^=1)
X7406(#1) What kind of business or industry did (you/he/she) work
X7416(#2) in -- that is, what did they make or do at the place where
(you/he/she) worked?
Code Census 1995 3-digit industry code
See X7402/X7412 for definitions
In the public version of the dataset, these codes have been
collapsed in the following way:
IF (10 <= 3-digit ind. code <=32) THEN ind. code=1;
ELSE IF (40 <= 3-digit ind. code <=50) THEN ind. code=2;
ELSE IF (60 <= 3-digit ind. code <=60) THEN ind. code=2;
ELSE IF (100 <= 3-digit ind. code <=392) THEN ind. code=3;
ELSE IF (500 <= 3-digit ind. code <=571) THEN ind. code=4;
ELSE IF (580 <= 3-digit ind. code <=691) THEN ind. code=4;
ELSE IF (700 <= 3-digit ind. code <=712) THEN ind. code=5;
ELSE IF (721 <= 3-digit ind. code <=760) THEN ind. code=5;
ELSE IF (400 <= 3-digit ind. code <=472) THEN ind. code=6;
ELSE IF (761 <= 3-digit ind. code <=791) THEN ind. code=6;
ELSE IF (800 <= 3-digit ind. code <=802) THEN ind. code=6;
ELSE IF (810 <= 3-digit ind. code <=893) THEN ind. code=6;
ELSE IF (900 <= 3-digit ind. code <=960) THEN ind. code=7;
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1; no jobs longer than a year:
X4513<1/X5113<1; no job longer than 3 years:
X4514^=1/X5114^=1)
In what year did (you/he/she) start working at that job?
X4518(#1) Code year (4 digits)
X5118(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1; no jobs longer than a year:
X4513<1/X5113<1; no job longer than 3 years:
X4514^=1/X5114^=1)
X7233(#1) Code age
X7300(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1; no jobs longer than a year:
X4513<1/X5113<1; no job longer than 3 years:
X4514^=1/X5114^=1)
X7234(#1) Code number of years
X7301(#2) -1. None
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1; no jobs longer than a year:
X4513<1/X5113<1; no job longer than 3 years:
X4514^=1/X5114^=1)
In what year did (you/he/she) stop working at that job?
X4519(#1) Code year (4 digits)
X5119(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1; no jobs longer than a year:
X4513<1/X5113<1; no job longer than 3 years:
X4514^=1/X5114^=1)
X7235(#1) Code age
X7302(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1; no jobs longer than a year:
X4513<1/X5113<1; no job longer than 3 years:
X4514^=1/X5114^=1)
X7236(#1) Code number of years
X7303(#2) -1. None
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1; no jobs longer than a year:
X4513<1/X5113<1; no job longer than 3 years:
X4514^=1/X5114^=1)
X4520(#1) About how much (were you/was [he/she]) earning before taxes
X5120(#2) when (you/he/she) stopped?
Code amount
-1. Nothing
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1; no jobs longer than a year:
X4513<1/X5113<1; no job longer than 3 years:
X4514^=1/X5114^=1)
X4521(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X5121(#2) And how often did (you/he/she) receive that amount?
Code frequency
1. Day
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only/in total
11. Twice per year; every six months
12. Bimonthly
14. By the piece/job
18. Hour
22. Varies
-1. Nothing
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; less than one year of ful-time employment:
X4512<1/X5112<1; no jobs longer than a year:
X4513<1/X5113<1; no job longer than 3 years:
X4514^=1/X5114^=1)
X4522(#1) Since (you were/[he/she] was) 18, have there been years
X5122(#2) when (you/your spouse/partner) only worked part-time?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1)
X4523(#1) About how many years in total did (you/he/she) work
X5123(#2) part-time?
Code number of years
-1. None
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; no part-time work: X4522^=1/X5122^=1)
Thinking now of the future, in what year or at what age
(do you/does your [spouse/partner]) expect to stop working
full-time?
X7237(#1) Code year (4-digits_
X7304(#2) -2. Never stop
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1)
X7728(#1) Code age
X7727(#2) -2. Never stop
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1)
X4524(#1) Code number of years
X5124(#2) -2. Never stop
-1. Less than a year
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6731/X6741 contain the verbatim response when R originally answered
DEPENDS.
X6731(#1) Code reason depends
X6741(#2) 6. As long as health lasts, as long as I can
7. Until have children
8. Until return to school; until get married; until other
non-work activity
9. Until finances are adequate; depends on finances
10. Depends on Interest, How I feel
11. Depends upon opportunities/economy
12. Never go back full time
13. Whenever find job, ASAP
14. Depends upon health
15. After school, children
16. Only if need to, no plan
17. When R can turn over/sell the business
18. Depends on retirement age/incentives in future
19. Depends on what spouse does; depends on spouse health
20. Depends on family needs/situation
21. Depends on whether part-time work is available
22. Depends on when licensed
95. Uncodable response
98. Don't know
99. Refused
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; original answer not DEPENDS)
X4525(#1) (Do you/Does [he/she]) expect to work part-time after that?
X5125(#2)
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; answer to future full-time work NEVER
STOP: X4524=-2/X5124=-2)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6752/X6762 contain the verbatim response when R originally answered
DEPENDS.
X6752(#1) Code reason depends
X6762(#2) 1. Probably yes
3. If health lasts; if "feel like it"; health of other
family members
4. If need the money; if "need to"; the "economy"
5. Probably no
6. If still enjoying work
7. If there is an interesting opportunity
11. If get bored
95. Uncodable response
98. Don't know/maybe
99. Refused
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; answer to future full-time work NEVER
STOP: X4524=-2/X5124=-2; original answer not DEPENDS)
In what year (do you/does [he/she]) expect to stop working
altogether?
X7238(#1) Code year (4 digits)
X7305(#2) -2. Never stop
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; answer to future full-time work NEVER
STOP: X4524=-2/X5124=-2)
X7700(#1) Code age
X7729(#2) -2. Never stop
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; answer to future full-time work NEVER
STOP: X4524=-2/X5124=-2)
X4526(#1) Code number of years
X5126(#2) -1. Less than a year
-2. Never stop
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working full-time: X4511^=1/
X5111^=1; answer to future full-time work NEVER
STOP: X4524=-2/X5124=-2)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6732/X6742 contain the verbatim response when R originally answered
DEPENDS.
X6732(#1) Code reason depends
X6742(#2) 6. As long as health lasts, as long as I can
7. Until have children
8. Until return to school; until get married; until other
non-work activity
9. Until finances are adequate; depends on finances
10. Depends on Interest, How I feel
11. Depends upon opportunities/economy
12. Never go back full time
13. Whenever find job, ASAP
14. Depends upon health
15. After school, children
16. Only if need to, no plan
17. When R can turn over/sell the business
18. Depends on retirement age/incentives in future
19. Depends on what spouse does; depends on spouse health
20. Depends on family needs/situation
21. Depends on whether part-time work is available
22. Depends on when licensed
95. Uncodable response
98. Don't know
99. Refused
-----------------------------------------------------------------------------
CURRENTLY WORKING PART-TIME
-----------------------------------------------------------------------------
X4527(#1) Now I have a few questions about your (spouse's/partner's)
X5127(#2) past work. Including any self-employment and your current
job, since (you were/[he/she] was) 18, about how many years
in total (have you/has [he/she]) worked part-time for all
or most of the year?
Code mnumber of years
-1. Less than a year
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2)
X4528(#1) Since (you were/[he/she] was) 18, (have you/has [he/she])
X5128(#2) ever worked full-time for pay -- including any
self-employment and the military?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2)
X4529(#1) How many years (have you/has [he/she]) worked full-time for
X5129(#2) all or most of the year?
Code number of years
-1. Less than a year
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1)
**********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 60
**********************************************
X4530(#1) Was that five years or more?
X5130(#2)
INTERVIEWER CHECKPOINT - SEE X4529/X5129
1. R HAS WORKED FULL-TIME FOR 5 YEARS OR MORE OR DK
2. LESS THAN 5 YEARS
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X4531(#1) In what year did (you/he/she) last work full-time for pay?
X5131(#2)
Code year (4 digits)
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; worked
5 years or more full-time: X4530=1/X5130=1)
X7239(#1) Code age
X7306(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; worked
5 years or more full-time: X4530=1/X5130=1)
X7240(#1) Code number of years
X7307(#2) -1. Less than a year
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; worked
5 years or more full-time: X4530=1/X5130=1)
X4532(#1) About how much did (you/he/she) earn before taxes that year?
X5132(#2)
Code amount
-1. Nothing
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; worked
5 years or more full-time: X4530=1/X5130=1)
X4533(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X5133(#2) And how often did (you/he/she) receive that amount?
Code frequency
1. Day
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only/in total
11. Twice per year; every six months
12. Bimonthly
14. By the piece/job
18. Hour
22. Varies
-1. Nothing
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; worked
5 years or more full-time: X4530=1/X5130=1)
X4534(#1) Including any self-employment and any full-time work on
X5134(#2) your (spouse's/partner's) current job, for how many
different employers (have you/has [he/she]) worked in
full-time jobs lasting one year or more?
Code number of employers
-1. None
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X4535(#1) I want to know about the longest full-time job (you/he/she)
X5135(#2) had. Did (you/he/she) work for someone else, (were you/was
[he/she]) self-employed, or what?
1. Someone else
2. Self-employed; other non-corporate business owned by PEU
3. Partnership; law firm; medical/dental partnership
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X7407(#1) What sort of work (were you/was [he/she]) doing when you
X7417(#2) stopped working full-time at that job?
(Tell me a little more about what (you/he/she) did.)
Code Census 1995 3-digit occupation codes
See X7401/X7411 for definitions
In the public version of the dataset, these codes have been
collapsed in the following way:
IF (3 <= 3-digit occ. code <=37) THEN occ. code=1;
ELSE IF (43 <= 3-digit occ. code <=199) THEN occ. code=1;
ELSE IF (203 <= 3-digit occ. code <=235) THEN occ. code=2;
ELSE IF (243 <= 3-digit occ. code <=285) THEN occ. code=2;
ELSE IF (303 <= 3-digit occ. code <=389) THEN occ. code=2;
ELSE IF (403 <= 3-digit occ. code <=407) THEN occ. code=3;
ELSE IF (413 <= 3-digit occ. code <=427) THEN occ. code=3;
ELSE IF (433 <= 3-digit occ. code <=469) THEN occ. code=3;
ELSE IF (473 <= 3-digit occ. code <=499) THEN occ. code=6;
ELSE IF (503 <= 3-digit occ. code <=699) THEN occ. code=4;
ELSE IF (703 <= 3-digit occ. code <=799) THEN occ. code=5;
ELSE IF (803 <= 3-digit occ. code <=859) THEN occ. code=5;
ELSE IF (863 <= 3-digit occ. code <=889) THEN occ. code=5;
ELSE IF (903 <= 3-digit occ. code <=905) THEN occ. code=3;
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X7408(#1) What kind of business or industry did (you/he/she) work in --
X7418(#2) that is, what did they make or do at the place where
(you/he/she) worked?
Code Census 1995 3-digit industry code
See X7402/X7412 for definitions
In the public version of the dataset, these codes have been
collapsed in the following way:
IF (10 <= 3-digit ind. code <=32) THEN ind. code=1;
ELSE IF (40 <= 3-digit ind. code <=50) THEN ind. code=2;
ELSE IF (60 <= 3-digit ind. code <=60) THEN ind. code=2;
ELSE IF (100 <= 3-digit ind. code <=392) THEN ind. code=3;
ELSE IF (500 <= 3-digit ind. code <=571) THEN ind. code=4;
ELSE IF (580 <= 3-digit ind. code <=691) THEN ind. code=4;
ELSE IF (700 <= 3-digit ind. code <=712) THEN ind. code=5;
ELSE IF (721 <= 3-digit ind. code <=760) THEN ind. code=5;
ELSE IF (400 <= 3-digit ind. code <=472) THEN ind. code=6;
ELSE IF (761 <= 3-digit ind. code <=791) THEN ind. code=6;
ELSE IF (800 <= 3-digit ind. code <=802) THEN ind. code=6;
ELSE IF (810 <= 3-digit ind. code <=893) THEN ind. code=6;
ELSE IF (900 <= 3-digit ind. code <=960) THEN ind. code=7;
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
When did (you/he/she) start working at that job?
X4538(#1) Code year (4 digits)
X5138(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X7241(#1) Code age
X7308(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X7242(#1) Code number of lears
X7309(#2) -1. Less than a year
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
When did (you/he/she) stop working at that job?
X4539(#1) Code year (4 digits)
X5139(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X7243(#1) Code age
X7310(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X7244(#1) Code number of years
X7311(#2) -1. Less than a year
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X4540(#1) About how much (were you/was [he/she]) earning before taxes
X5140(#2) when (you/he/she) stopped?
Code amount
-1. Nothing
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X4541(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X5141(#2) And how often did (you/he/she) receive that amount?
Code frequency
1. Day
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only/in total
11. Twice per year; every six months
12. Bimonthly
14. By the piece/job
18. Hour
22. Varies
-1. Nothing
-7. Other
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
In what year did (you/your spouse/partner) last work
full-time for pay?
X4542(#1) Code year (4 digits)
X5142(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X7245(#1) Code age
X7312(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X7246(#1) Code number of years
X7313(#2) -1. Less than a year
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2); no full-time jobs: X4528^=1/X5128^=1; did
not work 5 years or more full-time: X4530=^1/X5130^=1)
X4543(#1) Thinking now of the future, (do you/does your
X5143(#2) [spouse/partner]) expect to do any full-time work for pay?
1. YES
5. NO
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6753/X6763 contain the verbatim response when R originally answered
DEPENDS.
X6753(#1) Code reaspon depends
X6763(#2) 1. Probably yes
3. If health lasts; if "feel like it"; health of other
family members
4. If need the money; if "need to"; the "economy"
5. Probably no
6. If still enjoying work
7. If there is an interesting opportunity
11. If get bored
13. Whenever find job, ASAP
15. After school, children
19. Depends on what spouse does; depends on spouse health
21. Depends on whether part-time work is available
22. Depends on when licensed
95. Uncodable response
98. Maybe/Don't know
99. Refused
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; original answer not DEPENDS)
In what year (do you/does [he/she]) expect to start working
full-time?
X7247(#1) Code year (4 digits)
X7314(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no future full-time work: X6643^=1/X5143^=1)
X7248(#1) Code age
X7315(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no future full-time work: X6643^=1/X5143^=1)
X4544(#1) Code number of years
X5144(#2) -1. Less than a year
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no future full-time work: X6643^=1/X5143^=1)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6733/X6743 contain the verbatim response when R originally answered
DEPENDS.
X6733(#1) Code reason depends
X6743(#2) 6. As long as health lasts, as long as I can
7. Until have children
8. Until return to school; until get married; until other
non-work activity
9. Until finances are adequate; depends on finances
10. Depends on Interest, How I feel
11. Depends upon opportunities/economy
12. Never go back full time
13. Whenever find job, ASAP
14. Depends upon health
15. After school, children
16. Only if need to, no plan
17. When R can turn over/sell the business
18. Depends on retirement age/incentives in future
19. Depends on what spouse does; depends on spouse health
20. Depends on family needs/situation
21. Depends on whether part-time work is available
22. Depends on when licensed
95. Uncodable response
98. Don't know
99. Refused
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; o future full-time work: X6643^=1/X5143^=1;
original answer not DEPENDS)
In what year (do you/does [he/she]) expect to stop working
full-time?
X7249(#1) Code year (4 digits)
X7316(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no future full-time work: X6643^=1/X5143^=1)
X7701(#1) Code age
X7730(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no future full-time work: X6643^=1/X5143^=1)
X4545(#1) Code number of years
X5145(#2) -1. Less than a year
-2, Never stop
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no future full-time work: X6643^=1/X5143^=1)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6734/X6744 contain the verbatim response when R originally answered
DEPENDS.
X6734(#1) Code reason depends
X6744(#2) 6. As long as health lasts, as long as I can
7. Until have children
8. Until return to school; until get married; until other
non-work activity
9. Until finances are adequate; depends on finances
10. Depends on Interest, How I feel
11. Depends upon opportunities/economy
12. Never go back full time
13. Whenever find job, ASAP
14. Depends upon health
15. After school, children
16. Only if need to, no plan
17. When R can turn over/sell the business
18. Depends on retirement age/incentives in future
19. Depends on what spouse does; depends on spouse health
20. Depends on family needs/situation
21. Depends on whether part-time work is available
22. Depends on when licensed
95. Uncodable response
98. Don't know
99. Refused
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; no future full-time work: X6643^=1/X5143^=1;
original answer not DEPENDS)
In what year (do you/does [he/she]) expect to stop working
for pay altogether?
X7250(#1) Code year (4 digits)
X7317(#2) -2. Never stop
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2)
X7702(#1) Code age
X7731(#2) -2. Never stop
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2)
X4546(#1) Code number of years
X5146(#2) -1. Less than a year
-2. Never stop
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6735/X6745 contain the verbatim response when R originally answered
DEPENDS.
X6735(#1) Code reason depends
X6745(#2) 6. As long as health lasts, as long as I can
7. Until have children
8. Until return to school; until get married; until other
non-work activity
9. Until finances are adequate; depends on finances
10. Depends on Interest, How I feel
11. Depends upon opportunities/economy
12. Never go back full time
13. Whenever find job, ASAP
14. Depends upon health
15. After school, children
16. Only if need to, no plan
17. When R can turn over/sell the business
18. Depends on retirement age/incentives in future
19. Depends on what spouse does; depends on spouse health
20. Depends on family needs/situation
21. Depends on whether part-time work is available
22. Depends on when licensed
95. Uncodable response
98. Don't know
99. Refused
0. Inap. (not doing any work for pay: X4105=5/X4705=5;/
no spouse; not currently working part-time: X4511^=2/
X5111^=2; original response not DEPENDS)
-----------------------------------------------------------------------------
CURRENTLY NOT WORKING
-----------------------------------------------------------------------------
X4601(#1) Since (you were/[he/she] was) 18, (have you/has [he/she])
X5201(#2) ever worked full-time for pay?
1. YES
5. NO
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse)
X4602(#1) How many years (have you/has [he/she]) worked full-time for
X5202(#2) all or most of the year? Include any periods of
self-employment, and the military. (Roughly, how many years?)
Code number of years
-1. None
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1)
**********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 60
**********************************************
X4603(#1) Was that five years or more?
X5203(#2) INTERVIEWER CHECKPOINT - SEE X4602/X5202
1. R HAS WORKED FULL-TIME FOR 5 YEARS OR MORE OR DK
2. LESS THAN 5 YEARS
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X4604(#1) In what year did (you/he/she) last work full-time for pay?
X5204(#2)
Code year
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
more than 5 years full-time: X4603=1/X5203=1)
X7251(#1) Code age
X7318(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
more than 5 years full-time: X4603=1/X5203=1)
X7252(#1) Code number of years
X7319(#2) -1. Less than one
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
more than 5 years full-time: X4603=1/X5203=1)
X4605(#1) About how much did (you/he/she) earn before taxes that year?
X5205(#2)
Code amount
-1. Nothing
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
more than 5 years full-time: X4603=1/X5203=1)
X4606(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X5206(#2) And how often did (you/he/she) receive that amount?
Code frequency
1. Day
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only/in total
11. Twice per year; every six months
12. Bimonthly
14. By the piece/job
18. Hour
22. Varies
-1. Nothing
-7. Other
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
more than 5 years full-time: X4603=1/X5203=1)
X4607(#1) Including any self-employment, for how many different
X5207(#2) employers (have you/has [he/she]) worked in full-time jobs
lasting one year or more?
Code number of employers
-1. None
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
X4608(#1) I want to know about this full-time job (you/he/she)
X5208(#2)
I want to know about the longest full-time job (you/he/she)
had. Did (you/he/she) work for someone else, (were you/was
[he/she]) self-employed, or what?
1. Someone else
2. Self-employed; other non-corporate business owned by PEU
3. Partnership; law firm; medical/dental partnership
-7. Other
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
X7409(#1) What sort of work (were you/was [he/she]) doing when
X7419(#2) (you/he/she) left that job?
(Tell me a little more about what (you/he/she) did.)
Code Census 1995 3-digit occupation codes
See X7401/X7411 for definitions
In the public version of the dataset, these codes have been
collapsed in the following way:
IF (3 <= 3-digit occ. code <=37) THEN occ. code=1;
ELSE IF (43 <= 3-digit occ. code <=199) THEN occ. code=1;
ELSE IF (203 <= 3-digit occ. code <=235) THEN occ. code=2;
ELSE IF (243 <= 3-digit occ. code <=285) THEN occ. code=2;
ELSE IF (303 <= 3-digit occ. code <=389) THEN occ. code=2;
ELSE IF (403 <= 3-digit occ. code <=407) THEN occ. code=3;
ELSE IF (413 <= 3-digit occ. code <=427) THEN occ. code=3;
ELSE IF (433 <= 3-digit occ. code <=469) THEN occ. code=3;
ELSE IF (473 <= 3-digit occ. code <=499) THEN occ. code=6;
ELSE IF (503 <= 3-digit occ. code <=699) THEN occ. code=4;
ELSE IF (703 <= 3-digit occ. code <=799) THEN occ. code=5;
ELSE IF (803 <= 3-digit occ. code <=859) THEN occ. code=5;
ELSE IF (863 <= 3-digit occ. code <=889) THEN occ. code=5;
ELSE IF (903 <= 3-digit occ. code <=905) THEN occ. code=3;
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
X7410(#1) What kind of business or industry did (you/he/she) work in --
X7420(#2) that is, what did they make or do at the place where
(you/he/she) worked?
Code Census 1995 3-digit industry code
See X7402/X7412 for definitions
In the public version of the dataset, these codes have been
collapsed in the following way:
IF (10 <= 3-digit ind. code <=32) THEN ind. code=1;
ELSE IF (40 <= 3-digit ind. code <=50) THEN ind. code=2;
ELSE IF (60 <= 3-digit ind. code <=60) THEN ind. code=2;
ELSE IF (100 <= 3-digit ind. code <=392) THEN ind. code=3;
ELSE IF (500 <= 3-digit ind. code <=571) THEN ind. code=4;
ELSE IF (580 <= 3-digit ind. code <=691) THEN ind. code=4;
ELSE IF (700 <= 3-digit ind. code <=712) THEN ind. code=5;
ELSE IF (721 <= 3-digit ind. code <=760) THEN ind. code=5;
ELSE IF (400 <= 3-digit ind. code <=472) THEN ind. code=6;
ELSE IF (761 <= 3-digit ind. code <=791) THEN ind. code=6;
ELSE IF (800 <= 3-digit ind. code <=802) THEN ind. code=6;
ELSE IF (810 <= 3-digit ind. code <=893) THEN ind. code=6;
ELSE IF (900 <= 3-digit ind. code <=960) THEN ind. code=7;
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
In what year did (you/he/she) start working at that job?
X4611(#1) Code year (4 digits)
X5211(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
X7253(#1) Code age
X7320(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
X7254(#1) Code number of years
X7321(#2) -1. Less than a year
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
In what year did (you/he/she) stop working at that job?
X4612(#1) Code year (4 digits)
X5212(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
X7255(#1) Code age
X7322(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
X7256(#1) Code number of years
X7323(#2) -1. Less than a year
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
X4613(#1) About how much (were you/was [he/she]) earning before taxes
X5213(#2) when (you/he/she) stopped?
Code amount
-1. Nothing
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
X4614(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X5214(#2) And how often did (you/he/she) receive that amount?
Code frequency
1. Day
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only/in total
11. Twice per year; every six months
12. Bimonthly
14. By the piece/job
18. Hour
22. Varies
-1. Nothing
-7. Other
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; never worked full-time: X4601^=1/X5201^=1;
less than 5 years full-time: X4603=2/X5203=2)
X4615(#1) Since (you were/[he/she] was) 18, were there any years when
X5215(#2) (you/he/she) (only) worked part-time for all or most of the
year?
1. YES
5. NO
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse)
X4616(#1) For about how many years did (you/he/she) work part-time
X5216(#2) (for all or most of the year)?
Code number of years
-1. Less than a year
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; no part-time work: X4615^=1/X5215^=1)
X4617(#1) (Do you/Does [he/she]) expect to work for pay in the future?
X5217(#2)
1. YES
5. NO
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse)
In what year (do you/does your [spouse/partner]) expect to
start working?
X7257(#1) Code year (4 digits)
X7324(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1)
X7258(#1) Code age
X7325(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1)
X4618(#1) Code number of years
X5218(#2) -1. Less than a year
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6736/X6746 contain the verbatim response when R originally answered
DEPENDS.
X6736(#1) Code reason depends
X6746(#2) 6. As long as health lasts, as long as I can
7. Until have children
8. Until return to school; until get married; until other
non-work activity
9. Until finances are adequate; depends on finances
10. Depends on Interest, How I feel
11. Depends upon opportunities/economy
12. Never go back full time
13. Whenever find job, ASAP
14. Depends upon health
15. After school, children
16. Only if need to, no plan
17. When R can turn over/sell the business
18. Depends on retirement age/incentives in future
19. Depends on what spouse does; depends on spouse health
20. Depends on family needs/situation
21. Depends on whether part-time work is available
22. Depends on when licensed
95. Uncodable response
98. Don't know
99. Refused
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1: original response not DEPENDS)
X4619(#1) Will any of that be full-time work?
X5219(#2)
1. YES
5. NO
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6754/X6764 contain the verbatim response when R originally answered
DEPENDS.
X6754(#1) Code reason depends
X6764(#2) 4. As soon as can find full-time job
6. Depends on pay
7. Depends on health or health-related issue
8. No particular plans
9. Expect to go into self-employment/expand time for self-employment
10. Depends upon family or child-care issues
11. Depends on opportunities/interest
95. Uncodable response
98. Don't know
99. Refused
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1; original response not DEPENDS)
In what year (do you/does [he/she]) expect to start working
full-time?
X7259(#1) Code year (4 digits)
X7326(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1; does not expect to work full-time:
X4619^=1/X5219^=1)
X7260(#1) Code age
X7327(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1; does not expect to work full-time:
X4619^=1/X5219^=1)
X4620(#1) Code number of years
X5220(#2) -1. Less than a year
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1; does not expect to work full-time:
X4619^=1/X5219^=1)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6737/X6747 contain the verbatim response when R originally answered
DEPENDS.
X6737(#1) Code reason depends
X6747(#2) 6. As long as health lasts, as long as I can
7. Until have children
8. Until return to school; until get married; until other
non-work activity
9. Until finances are adequate; depends on finances
10. Depends on Interest, How I feel
11. Depends upon opportunities/economy
12. Never go back full time
13. Whenever find job, ASAP
14. Depends upon health
15. After school, children
16. Only if need to, no plan
17. When R can turn over/sell the business
18. Depends on retirement age/incentives in future
19. Depends on what spouse does; depends on spouse health
20. Depends on family needs/situation
21. Depends on whether part-time work is available
22. Depends on when licensed
95. Uncodable response
98. Don't know
99. Refused
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1; does not expect to work full-time:
X4619^=1/X5219^=1; original response not DEPENDS)
In what year (do you/does [he/she]) expect to stop working
full-time?
X7261(#1) Code year (4 digits)
X7328(#2) -2. Never stop
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1; does not expect to work full-time:
X4619^=1/X5219^=1)
X7703(#1) Code age
X7732(#2) -2. Never stop
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1; does not expect to work full-time:
X4619^=1/X5219^=1)
X4621(#1) Code number of years
X5221(#2) -1. Less than a year
-2. Never stop
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1; does not expect to work full-time:
X4619^=1/X5219^=1)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6738/X6748 contain the verbatim response when R originally answered
DEPENDS.
X6738(#1) Code reason depends
X6748(#2) 6. As long as health lasts, as long as I can
7. Until have children
8. Until return to school; until get married; until other
non-work activity
9. Until finances are adequate; depends on finances
10. Depends on Interest, How I feel
11. Depends upon opportunities/economy
12. Never go back full time
13. Whenever find job, ASAP
14. Depends upon health
15. After school, children
16. Only if need to, no plan
17. When R can turn over/sell the business
18. Depends on retirement age/incentives in future
19. Depends on what spouse does; depends on spouse health
20. Depends on family needs/situation
21. Depends on whether part-time work is available
22. Depends on when licensed
95. Uncodable response
98. Don't know
99. Refused
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1; does not expect to work full-time:
X4619^=1/X5219^=1; oroginal response not DEPENDS)
In what year (do you/does [he/she]) expect to stop working
for pay altogether?
X7262(#2) Code year
X7329(#2) -2. Never stop
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1)
X7704(#1) Code age
X7733(#1) -2. Never stop
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1)
X4622(#1) Code number of years
X5222(#2) -1. Less than a year
-2. Never stop
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1)
DEPENDS was allowed as an response to this question. However, in
processing, this answer was coded as a missing value and imputed.
X6739/X6749 contain the verbatim response when R originally answered
DEPENDS.
X6739(#1) Code reason depends
X6749(#2) 6. As long as health lasts, as long as I can
7. Until have children
8. Until return to school; until get married; until other
non-work activity
9. Until finances are adequate; depends on finances
10. Depends on Interest, How I feel
11. Depends upon opportunities/economy
12. Never go back full time
13. Whenever find job, ASAP
14. Depends upon health
15. After school, children
16. Only if need to, no plan
17. When R can turn over/sell the business
18. Depends on retirement age/incentives in future
19. Depends on what spouse does; depends on spouse health
20. Depends on family needs/situation
21. Depends on whether part-time work is available
22. Depends on when licensed
95. Uncodable response
98. Don't know
99. Refused
0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/
no spouse; does not expect to work in future:
X4617^=1/X5217^=1; original response not DEPENDS)
-----------------------------------------------------------------------------
INFORMATION LINKED FROM 1995 CURRENT POPULATION SURVEY BY OCCUPATION CODE
FOR PRIOR JOB
-----------------------------------------------------------------------------
X8171(#1) Recode: Unconditional mean wage for occupation group in 1995
X8172(#2)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
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 employment
(1 = working 20 or fewer hours per week), a dummy variable
for self-employment (1 = self-employed), a dummy for race
(1 = Hispanic or non-white), and dummy variables for years
of education (1 = : 12 years of education, some college or
an Associate's degree, Bachelor's degree, higher degree
than Bachelor's degree). 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 data to identify
these coefficients; for example, a coefficient for the
[36,55) element of the age spline may be identically zero
if there are no CPS cases in that age group for the given
occupation.
X8125(#1) Recode: 10000 * Intercept
X8126(#2)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8119(#1) Recode: For age in [1, 35]: 10000 * Coefficient of AGE
X8120(#2)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8121(#1) Recode: For age in [36, 55]: 10000 * Coefficient of MAX(0,AGE-35)
X8122(#2)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8123(#1) Recode: For age in [55, 999]: 10000 * Coefficient of MAX(0,AGE-55)
X8124(#2)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8332(#1) Recode: 10000 * Coefficient of dummy for part-time employment
X8333(#2)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8334(#1) Recode: 10000 * Coefficient of dummy for self-emlpoyment
X8335(#2)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8336(#1) Recode: 10000 * Coefficient of dummy for Hispanic or nonwhite
X8337(#2)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8338(#1) Recode: 10000 * Coefficient of dummy for 12 years of education
X8339(#2)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8340(#1) Recode: 10000 * Coefficient of dummy for some college or
X8341(#2) Associate's degree
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8342(#1) Recode: 10000 * Coefficient of dummy for Bachelor's degree
X8343(#2)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8344(#1) Recode: 10000 * Coefficient of dummy for higher degree than
X8345(#2) Bachelor's degree
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8127(#1) Recode: 10000 * Standard error log regression
X8128(#2)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8129(#1) Recode: Annualized level of expected income from regression
X8130(#2) (corrected for non-zero expectation of error term for level)
Code number
0. Inap. (/no spouse; no 3-digit occupation code for past
job: X7405=0 and X7407=0 and X7409=0/X7415=0 and
X7417=0 and X7419=0)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
CURRENT BENEFITS FROM SOCIAL SECURITY AND PENSIONS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X5301 Are you or your (spouse/partner) currently receiving Social
Security benefit payments? (VERSION ASKED ONLY IF CURRENT JOB
PENSION REPORTED AT X4140/X4740)
Are you or your (spouse/partner) currently receiving Social
Security benefit payments, or any other type of pension,
retirement, or disability benefit payment?
Are you currently receiving Social Security benefit payments?
(VERSION ASKED ONLY IF CURRENT JOB PENSION REPORTED AT
X4140/X4740)
Are you currently receiving Social Security benefit payments,
or any other type of pension, retirement, or disability
benefit payment?
REMEMBER! 'YOU' HERE MEANS THE DESIGNATED RESPONDENT
'SPOUSE/PARTNER' MEANS SPOUSE/PARTNER OF DESIGNATED R
(DO NOT INCLUDE SUPPLEMENTAL SECURITY INCOME [SSI])
1. YES
5. NO
X5302 Do these include Social Security benefit payments?
1. YES
5. NO
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1)
-----------------------------------------------------------------------------
#1 refers to Social Security benefits of head
#2 refers to Social Security benefits of spouse/partner
-----------------------------------------------------------------------------
X5303(#1) Are you and your (spouse/partner) currently receiving
X5308(#2) Social Security payments or is only one of you? (Which one?)
1. Checked
5. Not checked (including no spouse)
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; not receiving Social Security:
X5302^=1)
X5304(#1) Are the payments you receive for retirement, disability, or
X5309(#2) survivors benefits?
Are the payments your (spouse/partner) receives for retirement,
disability, or survivors benefits?
1. Retirement
2. Disability
3. Survivors
6. Dependent's benefit
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; not receiving Social Security:
X5302^=1;/no spouse; not receiving Social Security:
X5303^=1/X5308^=1)
*******************************************************
FOR THE PUBLIC DATASET, CODE 6 IS COMBINED WITH 3
*******************************************************
How long have you received these benefits?
How long has he received these benefits?
How long has she received these benefits?
X5305(#1) Code number of years
X5310(#2) -1. Less than a year
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; not receiving Social Security:
X5302^=1;/no spouse; not receiving Social Security:
X5303^=1/X5308^=1)
X7330(#1) Code age
X7331(#2) 0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; not receiving Social Security:
X5302^=1;/no spouse; not receiving Social Security:
X5303^=1/X5308^=1)
X7734(#1) Code year (4 digits)
X7735(#2) 0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; not receiving Social Security:
X5302^=1;/no spouse; not receiving Social Security:
X5303^=1/X5308^=1)
X5306(#1) How much do you receive each month or year?
X5311(#2)
How much does he receive each month or year?
How much does she receive each month or year?
Code amount
-1. Nothing
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; not receiving Social Security:
X5302^=1;/no spouse; not receiving Social Security:
X5303^=1/X5308^=1)
X5307(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X5312(#2)
And how often do you receive that amount?
And how often does he receive that amount?
And how often does she receive that amount?
Code frequency
4. Month
5. Quarter
6. Year
-7. Other
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; not receiving Social Security:
X5302^=1;/no spouse; not receiving Social Security:
X5303^=1/X5308^=1)
X5313 Are you or your (spouse/partner) currently receiving any
other retirement, pensions, or disability payments?
Are you currently receiving any other retirement, pensions,
or disability payments?
1. YES
5. NO
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1)
X5314 Not counting Social Security, how many retirement, pension,
or disability benefit payments are you and your
(spouse/partner) currently receiving?
How many retirement, pension, or disability benefit
payments are you and your (spouse/partner) currently
receiving?
Not counting Social Security, how many retirement, pension, or
disability benefit payments are you currently receiving?
How many retirement, pension, or disability benefit
payments are you currently receiving?
Including the payments you told me you and your
(spouse/partner) are receiving.
Including the payments you told me you are receiving.
Including the payments you told me your (spouse/partner) is
receiving.
(DO NOT INCLUDE INCOME FROM IRA AND KEOGH ACCOUNTS ALREADY
REPORTED.)
Code number
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; no current pension benefits: X5314^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 7
********************************************
X6700 Originally reported value of X5314 (see introduction)
Code number
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; no current pension benefits: X5314^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 7
********************************************
-----------------------------------------------------------------------------
#1 refers to the first current pension benefit
#2 refers to the second current pension benefit
#3 refers to the third current pension benefit
#4 refers to the fourth current pension benefit
#5 refers to the fifth current pension benefit
#6 refers to the sixth current pension benefit
-----------------------------------------------------------------------------
X5315(#1) For this benefit, who is receiving these payments, you or
X5323(#2)
X5331(#3) For the first benefit1, who is receiving these payments,
X5415(#4) you or your (spouse/partner)?
X5423(#5)
X5431(#6) 1. Head
2. Spouse/partner
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; no current pension benefits: X5314^=1;
no benefits: X5314<1/less than 2 benefits: X5314<2/
less than 3 benefits: X4314<3/less than 4 benefits:
X5314<4/less than 5 benefits: X5314<5/less than 6
benefits: X5314<6)
X5316(#1) Is this a payment from a current job, past job, a
X5324(#2) disability or military benefit, spouse's pension, or
X5332(#3) something else?
X5416(#4)
X5424(#5) 1. Current job pension
X5432(#6) 2. Past job pension (except military)
3. Disability
4. Military (retirement or disability)
5. Spouse pension
10. Pension through other family member
11. Union pension
-7. Other
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; no current pension benefits: X5314^=1;
no benefits: X5314<1/less than 2 benefits: X5314<2/
less than 3 benefits: X4314<3/less than 4 benefits:
X5314<4/less than 5 benefits: X5314<5/less than 6
benefits: X5314<6)
*********************************************************
FOR THE PUBLIC DATASET, CODES 2 AND 11 ARE COMBINED
WITH 1
*********************************************************
How long have you received these benefits?
How long has (he/she) received these benefits?
X5317(#1) Code number of years
X5325(#2) -1. Less than one year
X5333(#3) 0. Inap. (not receiving pension or Social Security
X5417(#4) benefits: X5301^=1; no current pension benefits: X5314^=1;
X5425(#5) no benefits: X5314<1/less than 2 benefits: X5314<2/
X5433(#6) less than 3 benefits: X4314<3/less than 4 benefits:
X5314<4/less than 5 benefits: X5314<5/less than 6
benefits: X5314<6)
X7332(#1) Code age
X7333(#2) 0. Inap. (not receiving pension or Social Security
X7334(#3) benefits: X5301^=1; no current pension benefits: X5314^=1;
X7335(#4) no benefits: X5314<1/less than 2 benefits: X5314<2/
X7336(#5) less than 3 benefits: X4314<3/less than 4 benefits:
X7337(#6) X5314<4/less than 5 benefits: X5314<5/less than 6
benefits: X5314<6)
X7736(#1) Code year (4 digits)
X7738(#2) 0. Inap. (not receiving pension or Social Security
X7740(#3) benefits: X5301^=1; no current pension benefits: X5314^=1;
X7742(#4) no benefits: X5314<1/less than 2 benefits: X5314<2/
X7744(#5) less than 3 benefits: X4314<3/less than 4 benefits:
X7746(#6) X5314<4/less than 5 benefits: X5314<5/less than 6
benefits: X5314<6)
X5318(#1) How much is received each month or year?
X5326(#2)
X5334(#3) Code amount
X5418(#4) 0. Inap. (not receiving pension or Social Security
X5426(#5) benefits: X5301^=1; no current pension benefits: X5314^=1;
X5434(#6) no benefits: X5314<1/less than 2 benefits: X5314<2/
less than 3 benefits: X4314<3/less than 4 benefits:
X5314<4/less than 5 benefits: X5314<5/less than 6
benefits: X5314<6)
X5319(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X5327(#2) And how often is that amount received?
X5335(#3)
X5419(#4) Code frequency
X5427(#5) 1. Day
X5435(#6) 2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only/in total
11. Twice per year; every six months
12. Bimonthly
14. By the piece/job
18. Hour
22. Varies
-7. Other
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; no current pension benefits: X5314^=1;
no benefits: X5314<1/less than 2 benefits: X5314<2/
less than 3 benefits: X4314<3/less than 4 benefits:
X5314<4/less than 5 benefits: X5314<5/less than 6
benefits: X5314<6)
X5320(#1) Has this payment been increased when the cost of living has
X5328(#2) increased?
X5336(#3)
X5420(#4) 1. YES
X5428(#5) 5. NO
X5436(#6) 0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; no current pension benefits: X5314^=1;
no benefits: X5314<1/less than 2 benefits: X5314<2/
less than 3 benefits: X4314<3/less than 4 benefits:
X5314<4/less than 5 benefits: X5314<5/less than 6
benefits: X5314<6)
X5322(#1) If you were to die, what percent of this payment would your
X5330(#2) (husband/wife/partner) continue to receive or would the
X5338(#3) payments stop?
X5422(#4)
X5430(#5) If your (husband/wife/partner) were to die, what percent of
X5438(#6) this payment would you continue to receive or would the
payments stop?
Code percent * 100
-1. Stop
-2. Start at a later time, no indication of reduced benefit
-3. Start at a later time, indication of reduced benefit
-4. Lump sum payout
-7. Other arrangement
0. Inap. (not receiving pension or Social Security
benefits: X5301^=1; no current pension benefits: X5314^=1;
no benefits: X5314<1/less than 2 benefits: X5314<2/
less than 3 benefits: X4314<3/less than 4 benefits:
X5314<4/less than 5 benefits: X5314<5/less than 6
benefits: X5314<6; no spouse or partner)
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
CASH SETTLEMENTS FROM PAST JOBS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X5501 Have you or your (spouse/partner) ever received a cash
settlement from a pension or retirement plan of a previous
job?
Have you ever received a cash settlement from a pension or
retirement plan of a previous job?
1. YES
5. NO
X5502 How many different cash settlements have you or your
(spouse/partner) received?
How many different cash settlements have you received?
Code number
0. Inap. (no setlements: X5501^=1)
X6701 Originally reported value of X5502 (see introduction)
Code number
0. Inap. (no setlements: X5501^=1)
-----------------------------------------------------------------------------
#1 refers to first settlement
#2 refers to second settlement
#3 refers to third settlement
#4 refers to fourth settlement
#5 refers to fifth settlement
-----------------------------------------------------------------------------
X5503(#1) Who received this settlement, you or your (spouse/partner)?
X5506(#2)
X5509(#3) Who received the first cash1 settlement, you or your
X5512(#4) (spouse/partner)?
X5515(#5)
1. Head
2. Spouse/partner
0. Inap. (no setlements: X5501^=1; no settlements: X5502<1/
less than 2 settlements: X5502<2/less than 3 settlements:
X5502<3/less than 4 settlements: X5502<4/less than 5
settlements: X5502<5)
X5504(#1) What was the amount of this settlement?
X5507(#2)
X5510(#3) What was the amount of this first cash1 settlement?
X5513(#4)
X5516(#5) Code amount
0. Inap. (no setlements: X5501^=1; no settlements: X5502<1/
less than 2 settlements: X5502<2/less than 3 settlements:
X5502<3/less than 4 settlements: X5502<4/less than 5
settlements: X5502<5)
In what year was this settlement received?
In what year was the first cash1 settlement received?
X5505(#1) Code year (4 digits)
X5508(#2) 0. Inap. (no setlements: X5501^=1; no settlements: X5502<1/
X5511(#3) less than 2 settlements: X5502<2/less than 3 settlements:
X5514(#4) X5502<3/less than 4 settlements: X5502<4/less than 5
X5517(#5) settlements: X5502<5)
X7338(#1) Code age
X7340(#2) 0. Inap. (no setlements: X5501^=1; no settlements: X5502<1/
X7342(#3) less than 2 settlements: X5502<2/less than 3 settlements:
X7344(#4) X5502<3/less than 4 settlements: X5502<4/less than 5
X7346(#5) settlements: X5502<5)
X7339(#1) Code number of years
X7341(#2) -1. Less than a year
X7343(#3) 0. Inap. (no setlements: X5501^=1; no settlements: X5502<1/
X7345(#4) less than 2 settlements: X5502<2/less than 3 settlements:
X7347(#5) X5502<3/less than 4 settlements: X5502<4/less than 5
settlements: X5502<5)
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
FUTURE PENSION BENEFITS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X5601 Now I want to ask about future pension benefits that you
and your (spouse/partner) have earned rights to from past
or current jobs. Aside from Social Security and other
pensions you have already told me about, do you and your
(spouse/partner) expect to receive any (other) pensions in
the future?
Now I want to ask about future pension benefits that you have
earned rights to from past or current jobs. Aside from Social
Security and other pensions you have already told me about,
do you expect to receive any (other) pensions in the future?
1. YES
5. NO
X5602 How many such benefits do you or your (spouse/partner)
expect to receive in the future?
How many such benefits do you expect to receive in the future?
Code number
0. Inap. (no future pensions: X5601^=1)
X6702 Originally reported value of X5602 (see introduction)
Code number
0. Inap. (no future pensions: X5601^=1)
-----------------------------------------------------------------------------
#1 refers to first future pension benefit
#2 refers to second future pension benefit
#3 refers to third future pension benefit
#4 refers to fourth future pension benefit
#5 refers to fifth future pension benefit
#6 refers to sixth future pension benefit
-----------------------------------------------------------------------------
X5606(#1) Who expects to receive this benefit?
X5614(#2)
X5622(#3) Who expects to receive the largest benefit?
X5630(#4)
X5638(#5) IF R ANSWERS DK: Tell me about your benefits first.
X5646(#6) WE DO NOT CARE WHICH PLAN IS LARGEST, TAKE ANY PLAN.
1. Head
2. Spouse/partner
0. Inap. (no future pensions: X5601^=1; no future
benefits: X5602<1/ less than 2 future benefits:
X5602<2/less than 3 benefits X5602<3/less than 4
benefits: X5602<4/less than 5 benefits: X5602<5/
less than 6 benefits: X5602<6)
X5603(#1) About this benefit, is this from a pension plan
X5611(#2)
X5619(#3) About the largest benefit, is this from a pension plan
X5627(#4)
X5635(#5) where a certain amount of money is accumulated in an
X5643(#6) account for you, a formula plan that will give you a
specific amount of income each month or year when you
retire, or what?
where a certain amount of money is accumulated in an
account for your (spouse/partner), a formula plan that will
give you a specific amount of income each month or year
when (he/she) retires, or what?
1. Income formula
2. Account
3. Both
0. Inap. (no future pensions: X5601^=1; no future
benefits: X5602<1/ less than 2 future benefits:
X5602<2/less than 3 benefits X5602<3/less than 4
benefits: X5602<4/less than 5 benefits: X5602<5/
less than 6 benefits: X5602<6)
X7348(#1) When you retire, will you receive the money in the account
X7350(#2) as a lump sum, or will you receive regular payments?
X7352(#3)
X7354(#4) When your (spouse/partner) retires, will (he/she) receive
X7356(#5) the money in the account as a lump sum, or will (he/she)
X7358(#6) receive regular payments?
1. Lump sum
2. Regular payments
0. Inap. (no future pensions: X5601^=1; no future
benefits: X5602<1/ less than 2 future benefits:
X5602<2/less than 3 benefits X5602<3/less than 4
benefits: X5602<4/less than 5 benefits: X5602<5/
less than 6 benefits: X5602<6; not an account-type
plan: X5603^=2/X5611^=2/X5619^=2/X5627^=2/X5635^=2/
X5643^=2)
X5604(#1) How much is in the account now?
X5612(#2)
X5620(#3) Code amount
X5628(#4) 0. Inap. (no future pensions: X5601^=1; no future
X5636(#5) benefits: X5602<1/ less than 2 future benefits:
X5644(#6) X5602<2/less than 3 benefits X5602<3/less than 4
benefits: X5602<4/less than 5 benefits: X5602<5/
less than 6 benefits: X5602<6; not an account-type
plan: X5603^=2/X5611^=2/X5619^=2/X5627^=2/X5635^=2/
X5643^=2)
When do you expect to receive this pension?
When does (he/she) expect to receive this pension?
X7751(#1) Code number of years
X7752(#2) -1. Less than a year
X7753(#3) 0. Inap. (no future pensions: X5601^=1; no future
X7754(#4) benefits: X5602<1/ less than 2 future benefits:
X7755(#5) X5602<2/less than 3 benefits X5602<3/less than 4
X7756(#6) benefits: X5602<4/less than 5 benefits: X5602<5/
less than 6 benefits: X5602<6)
X5607(#1) Code age
X5615(#2) 0. Inap. (no future pensions: X5601^=1; no future
X5623(#3) benefits: X5602<1/ less than 2 future benefits:
X5631(#4) X5602<2/less than 3 benefits X5602<3/less than 4
X5639(#5) benefits: X5602<4/less than 5 benefits: X5602<5/
X5647(#6) less than 6 benefits: X5602<6)
X7349(#1) Code year (4 digits)
X7351(#2) 0. Inap. (no future pensions: X5601^=1; no future
X7353(#3) benefits: X5602<1/ less than 2 future benefits:
X7355(#4) X5602<2/less than 3 benefits X5602<3/less than 4
X7357(#5) benefits: X5602<4/less than 5 benefits: X5602<5/
X7359(#6) less than 6 benefits: X5602<6)
X5608(#1) About how much do you expect them to be?
X5616(#2)
X5624(#3) About how much does (he/she) expect them to be?
X5632(#4)
X5640(#5) Code amount
X5648(#6) -1. Nothing
0. Inap. (no future pensions: X5601^=1; no future
benefits: X5602<1/ less than 2 future benefits:
X5602<2/less than 3 benefits X5602<3/less than 4
benefits: X5602<4/less than 5 benefits: X5602<5/
less than 6 benefits: X5602<6; lump sum benefit:
X7348=1/X7350=1/X7352=1/X7354=1/X7356=1/X7358=1)
X5609(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
X5617(#2) And how often do you expect to receive that amount?
X5625(#3)
X5633(#4) Code frequency
X5641(#5) 1. Day
X5649(#6) 2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only/in total
11. Twice per year; every six months
12. Bimonthly
14. By the piece/job
18. Hour
22. Varies
-1. Nothing
-7. Other
0. Inap. (no future pensions: X5601^=1; no future
benefits: X5602<1/ less than 2 future benefits:
X5602<2/less than 3 benefits X5602<3/less than 4
benefits: X5602<4/less than 5 benefits: X5602<5/
less than 6 benefits: X5602<6; lump sum benefit:
X7348=1/X7350=1/X7352=1/X7354=1/X7356=1/X7358=1)
X7360 Are any of these part of an IRA, KEOGH, or other pension plan?
1. Yes, IRA/KEOGH
2. Yes, pension
5. No
0. Inap. (no future pensions: X5601^=1)
NOTE: All initial YES responses have been reconciled with
the IRA/Keogh data and edited out of this grid.
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
INCOME, SUPPORT, ALIMONY
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
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 had in 1994.
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 1994.
X5701 Did you have income from wages and salaries?
1. YES
5. NO
X5702 In total, how much income from
wages and salaries
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
0. Inap. (no wage income: X5701^=1)
X5703 Did you have income or losses from
Did you or anyone have income or losses from
a professional practice, business, or farm?
(Other than wages or salaries)
1. YES
5. NO
X5704 In total, how much income from a professional practice,
business, or farm
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
-1. Nothing
-2. Negative value inferred from data on business
0. Inap. (no business income: X5703^=1)
X5705 Did you have income from
Did you or anyone have income from
non-taxable investments such as municipal bonds0?
1. YES
5. NO
X5706 In total, how much income from
non-taxable investments such as municipal bonds
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
0. Inap. (no non-taxable income: X5705^=1)
X5707 Did you have any other interest income?
Did you or anyone have any other interest income?
1. YES
5. NO
X5708 In total, how much other interest income
In total, how much income from other interest
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
0. Inap. (no other interest income: X5707^=1)
X5709 Did you have income from
Did you or anyone have income from
dividends?
1. YES
5. NO
X5710 In total, how much income from
dividends
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
0. Inap. (no dividend income: X5709^=1)
X5711 Did you have income or losses from
Did you or anyone have income or losses from
net gains or losses from the sale of stocks, bonds, or real
estate?
1. YES
5. NO
X5712 In total, how much income from
net gains or losses from the sale of stocks, bonds, or real
estate
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
-1. Nothing
0. Inap. (no capital gains or losses: X5711^=1)
X5713 Did you have income from
Did you or anyone have income from
net rent, trusts, or royalties from any other investment or
business?
1. YES
5. NO
X5714 In total, how much income from
net rent, trusts, or royalties from any other investment or
business
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
-1. Nothing
0. Inap. (no rental, trust, or royalty income: X5713^=1)
X5715 Did you have income from
Did you or anyone have income from
unemployment or worker's compensation?
1. YES
5. NO
X5716 In total, how much income from
unemployment or worker's compensation
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
0. Inap. (no unemployment income: X5715^=1)
X5717 Did you have income from
Did you or anyone have income from
child support or alimony which you or your family here receive?
1. YES
5. NO
X5718 In total, how much income from
child support or alimony which you or your family here receive
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
0. Inap. (no child support or alimony income: X5717^=1)
X5719 Did you have income from
Did you or anyone have income from
ADC, AFDC, food stamps, or other forms of welfare or
assistance such as SSI?
1. YES
5. NO
X5720 In total, how much income from
ADC, AFDC, food stamps, or other forms of welfare or
assistance such as SSI
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
0. Inap. (no welfare income: X5719^=1)
X5721 Did you have income from
Did you or anyone have income from
Social Security or other pensions, annuities, or other
disability or retirement programs?
1. YES
5. NO
X5722 In total, how much income from
Social Security or other pensions, annuities, or other
disability or retirement programs
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
0. Inap. (no Social Security, pension, or annuity income:
X5721^=1)
X5723 Did you have income from
Did you or anyone have income from
any other sources?
1. YES
5. NO
X5725 What other sources?
1. Settlements; from lawsuits, divorce, insurance
2. Gambling winnings; prize money
3. Education scholarships or grants (not including
loans); G.I. Bill; "fellowships"
4. Honorarium
11. "IRA", NFS; IRA withdrawal
12. Inheritance/gifts
13. Other help/support from relatives
14. Repayment of debts
15. Income tax refund
21. Care of foster child in the home
22. Housing subsidy/rent paid by some (government) agency
23. Trustee fee; executor fee
30. Sale of asset (coding as capital gain/loss has priority)
31. Alaska Permanent Fund
0. Inap. (no other income: X5723^=1)
********************************************************
FOR THE PUBLIC DATASET, CODES 3, 4, 21, AND 31 ARE
COMBINED WITH -7.
********************************************************
X5724 In total, how much income from
any other sources
did you receive in 1994, before deductions for taxes and
anything else?
did you and your family receive in 1994, before deductions
for taxes and anything else?
Code amount
-1. Nothing
0. Inap. (no other income: X5725^=1)
X7361 I would like to confirm that your total 1994 income from all
I would like to confirm that your family's total 1994
income from all
sources was {X5702+X5704+X5706+X5708+X5710+X5712+X5714+
X5716+X5718+X5720+X5722+X5724}.
Is that correct?
1. YES
5. NO
0. Inap. (at least one value in {J5702,J5704,J5706,
J5708,J5710,J5712,J5714,J5716,J5718,J5720,J5722,J5724}
>=90)
NOTE: sometimes a respondent may have given an illegal
value to one of (X5702 X5704 X5706 X5708 X5710 X5712 X5714
X5716 X5718 X5720 X5722 X5724). Most such values should
not have been accepted by the CAPI program, but
occasionally the software failed. Such values were
generally edited out, and often they were set to a missing
value and subsequently imputed. If the respondent did not
give any incompete dollar responses to any of the component
income questions, then he would be asked to confirm the
total amount. In all of these cases, there is inherent
complex ambiguity about which income responses are most
credible. For these cases, the general policy was to
change X7361 to the inapplicable code (zero).
X5729 What would be the correct total?
How much was the total income you received in 1994 from all
sources, before taxes and other deductions were made?
How much was the total income you and your family living here
received in 1994 from all sources, before taxes and other
deductions were made?
Code amount
-1. Nothing
NOTE: if X7361=1, the computed total is held in X5729.
NOTE: in the public version of the dataset, the X7361 may
be YES, but the value of the income in X5729 may not be
equal to X5702+X5704+X5706+X5708+X5710+X5712+X5714+X5716+
X5718+X5720+X5722+X5724 because of various operations
applied to the data for disclosure avoidance. The details
of this operation cannot be revealed, but a general
discription of the process is available in the papers cited
in the introduction to this codebook.
X7650 Is this income unusually high or low compared to what you
would expect in a "normal" year, or is it normal?
1. High
2. Low
3. Normal
Note: some respondents reported that their 1994 income was
unusually high (low), but gave a normal income figure at
X7362 that was higher (lower). These cases appear to be
ones where the frame of reference for "normal" has shifted:
e.g., a student made an unusually large amount last year as
a student, but in a full-time job now makes more.
Why is that?
X6765 Code reason income unusually high
1. Capital gains
2. Sale of assets
3. Higher business/self-employment income
4. Higher return on investments
5. Worked more; took second job
6. Stopped working since then: child
7. Stopped working since then: retired
8. Stopped working since then: other
9. Pension settlement
10. Other Settlement
11. Bonus
12. Inheritance
13. Good weather/crop
14. Took more money out of business
15. Good economy n.e.c.
16. Unexpected income n.e.c.
17. Change in household composition
18. Salary increase/higher salary; promotion
19. Social security/retirement/support payments began or
increased
20. Social security/retirement/support payments stopped or
decreased
21. Loans payed off
22. Changed jobs
23. Qualified for unemployment
24. Less able to work/ill since then
0. Inap. (income not unusually high: X7650^=1)
X6766 Code reason income unusually low
1. Low business/self-employment income
2. Low returns on investments
3. Worked less; laid off; fired
4. Illness; disability
5. In school
6. Stopped working: child
7. Stopped working: other
8. Current pension or other type of income not started yet
9. Depreciation
10. Business/job startup
11. Bad weather/crop
12. Took less money out of business
13. Bad economy n.e.c.
14. Change in household composition
15. Charitable donation made
16. Decrease in benefits
17. Legal expenses/law suit
18. Not enough tax write-offs/tax problems
19. Bankruptcy
20. Lower salary/wages
21. Capital loss
22. Moved
0. Inap. (income not unusually low: X7650^=2)
**********************************************************
FOR THE PUBLIC DATASET, CODE 21 IS INCLUDED WITH 19.
**********************************************************
X7362 About what would your income have been if it had been a normal year?
Code amount
-1. Nothing
0. Inap. (income normal: X7650=3)
X304 Over the past five years, did your total income go up more
than prices, less than prices, or about the same as prices?
Over the past five years, did your total family income go up
more than prices, less than prices, or about the same as prices?
1. Up more
2. Up less
3. About the same
X7364 Over the next year, do you expect your total income to go up
more than prices, less than prices, or about the same as prices?
Over the next year, do you expect your total family income
to go up more than prices, less than prices, or about the same
as prices?
1. Up more
2. Up less
3. About the same
X7586 At this time, do you have a good idea of what your income
for next year will be?
At this time, do you have a good idea of what your family's
income for next year will be?
1. YES
5. NO
X7366 Do you usually have a good idea of what your next year's
income will be?
Do you usually have a good idea of what your family's next
year's income will be?
1. YES
5. NO
X5731 During 1994, did you pay any alimony, separation payments,
or child support?
During 1994, did you or anyone in your family living here
pay any alimony, separation payments, or child support?
1. YES
5. NO
X5732 Altogether, how much alimony and/or child support did you
pay in 1994?
Altogether, how much alimony and/or child support did you
and your family pay in 1994?
Code amount
0. Inap. (no alimony: X5731^=1)
X5733 During 1994, did you provide any other financial support
for relatives or friends who do not live here?
During 1994, did you provide any financial support for
relatives or friends who do not live here?
During 1994, did you or anyone in your family living here
provide any other financial support for relatives or
friends who do not live here?
During 1994, did you or anyone in your family living here
provide any financial support for relatives or friends who
do not live here?
1. YES
5. NO
X5734 How much support did you pay?
How much support did you and your family pay?
Code amount
0. Inap. (no support given: X5733^=1)
To whom was this support given?
INTERVIEWER: CODE ALL THAT APPLY
X5735 Children under 18
X5736 Children 18 and over
X5737 Parents (In-Law)
X5738 Grandchildren
X5739 Grandparents
X5740 Siblings (In-Law)
X5741 Niece/Nephew
X5742 Friend
X5743 Other
1. Checked (only for X5735-X5742)
2. Aunt/Uncle (X5743 only)
5. Not checked
9. Ex-spouse (will be edited out if same as payments to
separated spouse reported at X5925 or spouse version)
(X5743 only)
10. Other relatives (X5743 only)
0. Inap. (no support given: X5733^=1)
X5744 Did you or your (spouse/partner) file, or do you expect to
file, a 1994 Federal Income tax return?
Did you file, or do you expect to file, a 1994 Federal
Income tax return?
1. YES - FILED
5. NO - DO NOT EXPECT TO FILE
6. YES - NOT YET FILED
X5746 Did you and your (spouse/partner) file a joint return,
did you file separately, or did only one of you file?
Will you and your (spouse/partner) file a joint return,
will you file separately, or will only one of you file?
1. File Jointly
2. File Separately
3. Only R File
4. Only S File
0. Inap. (did not file and does not expect to do so: X5744=5;
R not married or living with a partner: X102 not in
(2 3); absent spouse/partner: X100=5)
-----------------------------------------------------------------------------
#1 refers to joint return
#2 refers to separate return for head
#3 refers to separate return for spouse/partner
-----------------------------------------------------------------------------
Did you and your (spouse/partner) file a schedule C, E, or
F with your return?
Will you and your (spouse/partner) file a schedule C, E, or
F with your return?
Did you file a schedule C, E, or F with your return?
Will you file a schedule C, E, or F with your return?
Did your (spouse/partner) file a schedule C, E, or F with
(his/her) return?
INTERVIEWER: CODE ALL THAT APPLY.
IF R ASKS: SCHEDULE C IS FOR BUSINESS INCOME OR SELF EMPLOYMENT
SCHEDULE E IS FOR TRUST AND PARTNERSHIP INCOME
SCHEDULE F IS FOR FARM INCOME
X5747(#1) Schedule C
X7758(#2)
X7762(#3)
X5748(#1) Schedule E
X7759(#2)
X7763(#3)
X5749(#1) Schedule F
X7760(#2)
X7764(#3)
X5750(#1) None of these
X7761(#2)
X7765(#3)
1. Checked
5. Not checked
0. Inap. (did not file and does not expect to do so: X5744=5;
//no spouse)
X7367(#1) Did you itemize deductions?
X7368(#2)
X7369(#3) Will you itemize deductions?
Did (he/she) itemize deductions on the return?
Will (he/she) itemize deductions on the return?
1. YES
5. NO
0. Inap. (did not file and does not expect to do so: X5744=5;
//no spouse)
X5751(#1) What was your and your (spouse/partner)'s total adjusted
X7651(#2) gross income (AGI) on your 1994 tax return? (Form 1040,
X7652(#3) Line 31)
What will be your and your (spouse/partner)'s total
adjusted gross income (AGI) on your 1994 tax return? (What
do you think it will be?) (Form 1040, Line 31)
What was your total adjusted gross income (AGI) on your
1994 tax return? (Form 1040, Line 31)
What will be your total adjusted gross income (AGI) on your
1994 tax return? (What do you think it will be?) (Form
1040, Line 31)
What was (his/her) total adjusted gross income (AGI) on
(his/her) 1994 tax return?
What will be (his/her) total adjusted gross income (AGI) on
(his/her) 1994 tax return? (What do you think it will be?)
Code amount
-1. Nothing
0. Inap. (did not file and does not expect to do so: X5744=5;
//no spouse)
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
INHERITANCES AND CHARITABLE CONTRIBUTIONS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X5801 Have you or your (spouse/partner) ever received an
inheritance, or been given substantial assets in a trust or
in some other form?
Have you ever received an inheritance, or been given
substantial assets in a trust or in some other form?
Please include any gifts or inheritances you may have told
me about earlier.
1. YES
5. NO
X5802 How many of these have you or your (spouse/partner) ever
received?
How many of these have you ever received?
Code number
0. Inap. (no inheritances: X5801^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
********************************************
X6703 Originally reported value of X5802 (see introduction)
Code number
0. Inap. (no inheritances: X5801^=1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
********************************************
-----------------------------------------------------------------------------
#1 refers to the first gift/inheritance
#2 refers to the second gift/inheritance
#3 refers to the third gift/inheritance
#4 refers to all remaining gifts/inheritances
-----------------------------------------------------------------------------
X5803(#1) Was that an inheritance, a trust, or what?
X5808(#2)
X5813(#3) Thinking about the largest of these, was that an inheritance,
a trust, or what?
1. INHERITANCE
2. TRUST
3. TRANSFER/GIFT
6. INHERITED TRUST
-7. OTHER
0. Inap. (no inheritances: X5801^=1; no inheritances:
X5802<1/less than 2 inheritances: X5802<2/less than 3
inheritances: X5802<3)
NOTE: the large number of -7 codes for this variable reflect
a programming error that cause the verbatim response to the
question to be skipped.
X5804(#1) What was its approximate value at the time it was received?
X5809(#2)
X5814(#3) Code amount
0. Inap. (no inheritances: X5801^=1; no inheritances:
X5802<1/less than 2 inheritances: X5802<2/less than 3
inheritances: X5802<3)
X5805(#1) In what year was it received?
X5810(#2)
X5815(#3) Code year (4 digits)
0. Inap. (no inheritances: X5801^=1; no inheritances:
X5802<1/less than 2 inheritances: X5802<2/less than 3
inheritances: X5802<3)
************************************************
FOR THE PUBLIC DATASET, ROUND TO NEAREST 5
************************************************
X5806(#1) From whom was it received?
X5811(#2)
X5816(#3) Code person
1. Grandparent
2. Parent
3. Child
4. Aunt/Uncle
5. Sibling
6. Friend
12. Government settlement/compensation
-7. Other
0. Inap. (no inheritances: X5801^=1; no inheritances:
X5802<1/less than 2 inheritances: X5802<2/less than 3
inheritances: X5802<3)
X5818(#5) How much altogether were any others you have received?
Code amount
0. Inap. (no inheritances: X5801^=1; less than 4
inheritances: X5802<4)
X8451(#5) Original value of remaining total for Rs who did not
provide complete information within the grid structure (see
introduction)
Code amount
0. Inap. (no inheritances: X5801^=1; did not break off
early in grid)
X5819 Do you or your (spouse/partner) expect to receive a
substantial inheritance or transfer of assets in the future?
Do you expect to receive a substantial inheritance or transfer
of assets in the future?
1. YES
5. NO
X5820 Is that likely to involve a large amount of money, a
moderate amount, or what?
1. Large
2. Moderate
3. Small
-7. Other
0. Inap. (no expected future inheritance: X5819^=1)
X5821 About how much do you expect?
Code amount
0. Inap. (no expected future inheritance: X5819^=1)
X5822 During 1994, did you make charitable contributions of money
or property totaling $500 or more?
During 1994, did you or anyone in your family living here
make charitable contributions of money or property totaling
$500 or more?
(Please do not include political contributions.)
1. YES
5. NO
X5823 Roughly, how much did you contribute?
Roughly, how much did your family contribute?
Code amount
0. Inap. (no charitable contributions: X5822^=1)
X7662 During 1994, did you volunteer an average of one hour or
more a week to any charitable organizations?
During 1994, did you or anyone in your family living here
volunteer an average of one hour or more a week to any
charitable organizations?
(Please do not include time volunteered for political causes.)
1. YES
5. NO
X5824 Some people think it is important to leave an estate or
inheritance to their surviving heirs, while others don't.
Which is closer to your
and your (spouse/partner)'s feelings? Would you say it is
very important, important, somewhat important, or not
important?
feelings? Would you say it is very important, important,
somewhat important, or not important?
1. Very Important
2. Important
3. R and SP/PARTNER DIFFER
4. Somewhat Important
5. Not Important
X5825 Do you and your (spouse/partner) expect to leave a sizable
estate to others?
Do you expect to leave a sizable estate to others?
1. Yes
3. POSSIBLY
5. No
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
DEMOGRAPHIC CHARACTERISTICS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
#1 refers to characteristics of head
#2 refers to characteristics of spouse/partner
-----------------------------------------------------------------------------
X5901(#1) I'd like to ask you some questions about your background.
X6101(#2) What is the highest grade of school or year of college you
completed?
I'd like to ask you some questions about your
(spouse/partner)'s background. What is the highest grade
of school or year of college (he/she) completed?
1. 1ST GRADE
2. 2ND GRADE
3. 3RD GRADE
4. 4TH GRADE
5. 5TH GRADE
6. 6TH GRADE
7. 7TH GRADE
8. 8TH GRADE
9. 9TH GRADE
10. 10TH GRADE
11. 11TH GRADE
12. 12TH GRADE
13. 1 YEAR OF COLLEGE
14. 2 YEARS OF COLLEGE
15. 3 YEARS OF COLLEGE
16. 4 YEARS OF COLLEGE
17. GRADUATE SCHOOL
0. Inap. (/no spouse)
X5902(#1) Did you get a high school diploma or pass a high school
X6102(#2) equivalency test?
Did (he/she) get a high school diploma or pass a high
school equivalency test?
1. YES
5. NO
0. Inap. (/no spouse; more than 12 years of education:
X5901>12/X6101>12)
X5903(#1) Since completing your formal education, have you had
X6103(#2) on-the-job training or other vocational training lasting
100 hours or more?
Since completing (his/her) formal education, has (he/she)
had on-the-job training or other vocational training
lasting 100 hours or more?
1. YES
5. NO
0. Inap. (/no spouse; more than 12 years of education:
X5901>12/X6101>12)
X5904(#1) Did you get a college degree?
X6104(#2) Did (he/she) get a college degree?
1. YES
5. NO
0. Inap. (/no spouse; 12 years or less of education:
X5901<12/X6101<12)
X5905(#1) What is the highest degree you have earned?
X6105(#2) What is the highest degree (he/she) earned?
INTERVIEWER: WE WANT THE DEGREE, NOT A LICENSE
Code degree
1. Associate's and other junior college degree
2. Bachelor's
3. MA/MS and other master's except MBA
9. MBA
4. PhD (including post-doctorate)
5. MD; DDS; Doctor of Chiropracty; Doctor of Osteopathy
6. Law (JD)
10. Nursing degree (RN, LPN)
11. Other professional certificate
12. Other doctorate (DVM, Doctor of Divinity, etc.)
0. Inap. (/no spouse; 12 years or less of education:
X5901<12/X6101<12; did not get a degree: X5904^=1/
X6104^-1)
********************************************************
FOR THE PUBLIC DATASET, CODE 9 IS COMBINED WITH 3;
CODES 5, 6, AND 12 ARE COMBINED WITH 4; CODE 10 IS
COMBINED WITH 11.
********************************************************
X5906(#1) Has (he/she) ever been in the military service?
X6106(#2)
Have you ever been in the military service?
1. YES
5. NO
0. Inap. (/no spouse)
X5909 Are you Native American, Asian, Hispanic, black, white, or
another race?
(SHOW CARD 16)
Code group
1. Native American/Eskimo/Aleut
2. Asian or Pacific Islander
3. Hispanic
4. Black or African-American
5. White
-7. Other
********************************************************
FOR THE PUBLIC DATASET, CODES 1 AND 2 ARE COMBINED
WITH -7.
********************************************************
NOTE: This question was asked only of the designated
respondent (if X8000=5, this person is the head, otherwise
it is the spouse/partner)
NOTE: CARD 16 contains the following text printed in a
vertical column: "Native American; Eskimo; Aleut," Asian;
Pacific Islander," "Hispanic," "Black; African American,"
"White," "Other."
X5910 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
(spouse/partner) have who do not live with you?
children, how many sons and daughters do you have who do
not live with you?
Code number
-1. None
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 10
*********************************************
X5911 How many of them are 25 or older?
Is that child 25 or older?
Code number
-1. None
0. Inap. (no children who do not live with R: X5910=-1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
********************************************
X5912 How many of them are less than 18 years old?
Is that child less than 18 years old?
Code number
-1. None
0. Inap. (no children who do not live with R: X5910=-1)
********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 5
********************************************
X5913(#1) How many living brothers and sisters do you have?
X6109(#2)
How many living brothers and sisters does (he/she) have?
Code number
-1. None
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 10
*********************************************
X5914(#1) How many are older than you?
X6110(#2)
Is he or she older than you?
How many are older than (he/she) is?
Code number
-1. None
0. Inap. (no siblings: X5913=-1/X6109=-1;/no spouse)
*********************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 10
*********************************************
How many years have you been married to your current spouse?
How many years have you been living with your partner?
X7370(#1) Code number of years
-1. None
0. Inap. (neither married nor living with a partner: X8023^=1
or 2 and X7002^=1)
*******************************************************
FOR THE PUBLIC DATASET, TOP-CODED AT 60: YEAR AND
AGE SIMILARLY ADJUSTED.
*******************************************************
X7371(#1) Code age
0. Inap. (neither married nor living with a partner: X8023^=1
or 2 and X7002^=1)
X8005(#1) Code year (4 digits)
0. Inap. (neither married nor living with a partner: X8023^=1
or 2 and X7002^=1)
X7372(#1) What is your current legal marital status? Are you
X7018(#2) married, separated, divorced, widowed, or have you never
been married?
1. MARRIED
3. SEPARATED
4. DIVORCED
5. WIDOWED
6. NEVER MARRIED
0. Inap. (/no spouse or partner: X102^=2 or 3)
X6767(#1) Recode: number of years in previous marriage.
X6768(#2)
Code number of years
-1. Less than one year
0. Inap. (not separated, widowed, or divorced: X8023^=3,
4, or 5 and X7372^=3, 4, or 5; R married and living
with a parter: X8023=2 and X7372=1/Sp Married and
living with a partner: X8023=2 & X7018=1; no
spouse or partner)
In what year were you separated from your spouse?
In what year were you divorced?
In what year were you widowed?
In what year were you separated, divorced, or widowed?
X8007(#1) Code year (4 digits)
0. Inap. (not separated, widowed, or divorced: X8023^=3,
4, or 5 and X7372^=3, 4, or 5)
****************************************************
FOR THE PUBLIC DATASET, ROUNDED TO NEAREST 5.
****************************************************
X7373(#1) Code age
0. Inap. (not separated, widowed, or divorced: X8023^=3,
4, or 5 and X7372^=3, 4, or 5)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X7374(#1) Code number of years
-1. Less than a year
0. Inap. (not separated, widowed, or divorced: X8023^=3,
4, or 5 and X7372^=3, 4, or 5)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
In what year did your current marriage begin?
In what year did that marriage begin?
X8008(#1) Code year
0. Inap. (not separated, widowed, or divorced and not
married but living with a partner: X8023^=3, 4, or 5
and X7372^=3, 4, or 5 and [X8023^=1 or X7002^=1] and
[X8023^=2 or X7372^=1])
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X7375(#1) Code age
0. Inap. (not separated, widowed, or divorced and not
married but living with a partner: X8023^=3, 4, or 5
and X7372^=3, 4, or 5 and [X8023^=1 or X7002^=1] and
[X8023^=2 or X7372^=1])
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X7376(#1) Code number of years
-1. Less than a year
0. Inap. (not separated, widowed, or divorced and not
married but living with a partner: X8023^=3, 4, or 5
and X7372^=3, 4, or 5 and [X8023^=1 or X7002^=1] and
[X8023^=2 or X7372^=1])
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
In what year was your (spouse/partner)
(separated/divorced/widowed)?
X8016(#2) Code year (4 digits)
0. Inap. (partner not separate, widowed, or divorced:
X7018^=3, 4, or 5)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X7383(#2) Code age
0. Inap. (partner not separate, widowed, or divorced:
X7018^=3, 4, or 5)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X7384(#2) Code number of years ago
-1. Less than a year
0. Inap. (partner not separate, widowed, or divorced:
X7018^=3, 4, or 5)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
In what year did your partner's current marriage begin?
In what year did that marriage begin?
X8017(#2) Code year (4 digits)
0. Inap. (partner not currently married, separated,
divorced, or widowed: X7018^=1, 3, 4, or 5)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X7385(#2) Code age
0. Inap. (partner not currently married, separated,
divorced, or widowed: X7018^=1, 3, 4, or 5)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X7386(#2) Code number of years ago
-1. Less than a year
0. Inap. (partner not currently married, separated,
divorced, or widowed: X7018^=1, 3, 4, or 5)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X5925(#1) Do you receive support from your (husband/wife), do you pay
X7387(#2) support, or is there no support involved?
Do you receive support from your wife, do you pay support,
or is there no support involved?
Do you receive support from your husband, do you pay
support, or is there no support involved?
Does your partner receive support from his wife, does
Does your partner receive support from her husband, does
1. Receive Support
2. No Support Involved
3. Pay Support
0. Inap. (not married and living with partner, and not
separated: X8023^=1 and X7372^=1 and X8023^=3 and
X7372^=3/no partner or partner not married or
separated: [X8023^=2 and X7002^=1] or [(X8023=2 or
X7002=2) and X7018=1 or 3])
X5926(#1) How much do you receive?
X6650(#2)
How much does (he/she) receive?
Code amount
0. Inap. (not married and living with partner, and not
separated: X8023^=1 and X7372^=1 and X8023^=3 and
X7372^=3/no partner or partner not married or
separated: [X8023^=2 and X7002^=1] or [(X8023=2 or
X7002=2) and X7018=1 or 3]; does not receive support:
X5925^=1/X7387^=1)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X5927(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED.
X6651(#2) Is that weekly, monthly, quarterly, yearly, or what?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-7. Other
0. Inap. (not married and living with partner, and not
separated: X8023^=1 and X7372^=1 and X8023^=3 and
X7372^=3/no partner or partner not married or
separated: [X8023^=2 and X7002^=1] or [(X8023=2 or
X7002=2) and X7018=1 or 3]; does not receive support:
X5925^=1/X7387^=1)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X5928(#1) How much do you pay?
X6652(#2)
How much does (he/she) pay?
Code amount
0. Inap. (not married and living with partner, and not
separated: X8023^=1 and X7372^=1 and X8023^=3 and
X7372^=3/no partner or partner not married or
separated: [X8023^=2 and X7002^=1] or [(X8023=2 or
X7002=2) and X7018=1 or 3]; does not pay support:
X5925^=3/X7387^=3)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X5929(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED.
X6653(#2) Is that weekly, monthly, quarterly, yearly, or what?
Code frequency
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. Lump sum/one payment only
11. Twice per year
12. Bimonthly
-7. Other
0. Inap. (not married and living with partner, and not
separated: X8023^=1 and X7372^=1 and X8023^=3 and
X7372^=3/no partner or partner not married or
separated: [X8023^=2 and X7002^=1] or [(X8023=2 or
X7002=2) and X7018=1 or 3]; does not pay support:
X5925^=3/X7387^=3)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X5930(#1) Are the assets and debts that you've told me about in this
interview owned mainly by you and your partner, are they
owned jointly with your (husband/wife), or what?
Are the assets and debts that you've told me about in this
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 this
interview owned mainly by you and your partner, are they
owned jointly with your wife, or what?
Are the assets and debts that you've told me about in this
interview owned mainly by you, are they owned jointly with
your wife, or what?
Are the assets and debts that you've told me about in this
interview owned mainly by you and your partner, are they
owned jointly with your husband, or what?
Are the assets and debts that you've told me about in this
interview owned mainly by you, are they owned jointly with
your husband, or what?
1. Owned by R, or others in primary economic unit
2. Owned Jointly
3. Mainly owned by spouse
-1. No assets
-7. Other
0. Inap. (not married and living with partner, and not
separated: X8023^=1 and X7372^=1 and X8023^=3 and
X7372^=3)
X7377(#1) Was this your first marriage, or had you been married before?
X7392(#2)
Is your marriage to your absent spouse your first marriage,
or have you been married before?
Is this your first marriage, or have you been married before?
Is this your (spouse/partner)'s first marriage, or has
(he/she) been married before?
Was this your partner's first marriage, or has (he/she)
been married before?
1. First Marriage
2. Married Before
0. Inap. (never married: X8023=6 or X7372=6/no spouse or
partner or partner not married before: [X8023^=1 or 2
and X7002^=1] or X7918^-3, 4, or 5)
How old were you when you were married the first time?
How old was (he/she) when (he/she) was married the first time?
X7378(#1) Code year (4 digits)
X7393(#2) 0. Inap. (never married: X8023=6 or X7372=6/partner not
married before: X105=6; not married before: X7377^=2/
spouse not married before: X7392^=2)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X8011(#1) Code age
X8018(#2) 0. Inap. (never married: X8023=6 or X7372=6/partner not
married before: X105=6; not married before: X7377^=2/
spouse not married before: X7392^=2)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X7379(#1) Code number of years ago
X7394(#2) -1. Less than a year
0. Inap. (never married: X8023=6 or X7372=6/partner not
married before: X105=6; not married before: X7377^=2/
spouse not married before: X7392^=2)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X6026(#1) Now I'd like to ask about your parents.
X6120(#2)
Is your mother still living?
Is your (spouse/partner)'s mother still living?
1. YES
5. NO
0. Inap. (/no spouse)
X6027(#1) What is her age?
X6121(#2)
Code age
0. Inap. (/no spouse; mother not living: X6026^=1)
***************************************************
FOR THE PUBLIC DATASET, ROUNDED TO NEAREST 5.
***************************************************
X6028(#1) Is your father still living?
X6122(#2)
Is your (spouse/partner)'s father still living?
1. YES
5. NO
0. Inap. (/no spouse)
X6029(#1) What is his age?
X6123(#2)
Code age
0. Inap. (/no spoue; father not living: X6028^=1)
***************************************************
FOR THE PUBLIC DATASET, ROUNDED TO NEAREST 5.
***************************************************
X7380(#1) Now I'd like to ask you some questions about your health;
X7395(#2) do you currently smoke?
Now I'd like to ask you some questions about your
(spouse/partner)'s health; does your (spouse/partner)
currently smoke?
1. YES
5. NO
0. Inap. (/no spouse)
X6030(#1) Would you say your health is excellent, good, fair, or poor?
X6124(#2)
Would you say your (spouse/partner)'s health in general is
excellent, good, fair, or poor?
1. Excellent
2. Good
3. Fair
4. Poor
0. Inap. (/no spouse)
X7381(#1) About how old do you think you will live to be?
X7396(#2)
If we asked your (spouse/partner), about how old do you
think (he/she) would say that (he/she) expects to live to be?
Code age
0. Inap. (/no spouse)
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
HEALTH INSURANCE
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
For the rest of the questions in the interview, please
include everyone in your household who has independent
finances, not just the ones listed at the bottom of the
card.
HOUSEHOLD MEMBERS WITH INDEPENDENT FINANCES
RELATIONSHIP SEX AGE MARITAL
X6301 Are you or anyone in your family living here, including
household members with independent finances, currently
eligible to receive benefits from any government health
insurance program, such as Medicare, Medicaid, or CHAMPUS,
VA, or other military programs?
Are you or anyone in your family living here currently
eligible to receive benefits from any government health
insurance program, such as Medicare, Medicaid, or CHAMPUS,
VA, or other military programs?
Are you currently eligible to receive benefits from any
government health insurance programs, such as Medicare,
Medicaid, or CHAMPUS, VA, or other military programs?
1. YES
5. NO
Which program is that? (Anything else?) (CODE ALL THAT APPLY.)
INTERVIEWER: ONLY PERSONS 65 0R OLDER SHOULD BE ELIGIBLE FOR
MEDICARE. ONLY POOR PERSONS SHOULD BE ELIGIBLE FOR MEDICAID.
CHAMPUS IS FOR ACTIVE MILITARY.
X6302 Medicare
X6303 Medicaid
X6304 VA
X7399 Champus
X6305 Other
1. Checked (only for X6302, X6303, X6304, and X7399)
5. Not checked
6. Women, Infants, and Children (WIC), other federal
welfare (X6305 only)
7. Other federal government plans (X6305 only)
8. Other local government plans (X6305 only)
-7. Other (X6305 only)
0. Inap. (no government insurance: X6301^=1)
NOTE: This does not include civil service health plans,
which are treated as private plans.
X6306 Is everyone living here covered by this program?
Is everyone living here covered by one of these programs?
1. YES
5. NO
0. Inap. (no government insurance: X6301^=1)
Who is not covered? (CODE ALL THAT APPLY)
X6308 Head
X6309 Spouse/partner
X6310 Child(ren) under 18
X6311 Child(ren) 18 and Over
X6312 Father (In-Law)
X6313 Mother (In-Law)
X6314 Other
1. Checked (only for X6308, X6309, X6310, X6311, X6312,
and X6313)
2. Grandchild (X6314 only)
5. Not checked
8. Other relative living there (X6314 only)
9. Paid help (X6314 only)
10. Other unrelated person living there (X6314 only)
-7. Other (X6314 only)
0. Inap. (no government insurance: X6301^=1; everyone
covered by government plan: X6306=1)
X6315 Are you or anyone covered by any (other) type of health
coverage such as employer or union plans, or Blue
Cross-Blue Shield, a Health Maintenance Organization (HMO),
a Medigap plan, or some other health insurance?
Are you covered by any other type of health coverage such
as employer or union plans, or Blue Cross-Blue Shield, a
Health Maintenance Organization (HMO), a Medigap plan, or
some other health insurance?
1. YES
5. NO
Is this coverage obtained through your employer, former
employer, or union, your (spouse/partner)'s employer,
former employer, or union, through direct payments to an
insurance company, AARP, or somewhere else?
Is this coverage obtained through your employer, former
employer, or union, through direct payments to an insurance
company, AARP, or somewhere else?
Is this coverage obtained through your employer or former
employer, a union, through direct payments to an insurance
company, AARP, or what?
X6316 HEAD'S EMPLOYER
X6317 HEAD'S FORMER EMPLOYER
X6318 R'S UNION
X6319 SPOUSE/PARTNER'S EMPLOYER
X6320 SPOUSE/PARTNER'S FORMER EMPLOYER
X6321 SPOUSE/PARTNER'S UNION
X6322 DIRECTLY FROM INSURANCE CO.
X7767 AARP
X6323 OTHER
1. Checked (only for X6316-X6322 and X7767)
5. Not checked
6. School (X6323 only)
11. Another person in HU (X6323 only)
12. Employer of another person in HU (X6323 only)
13. Another person outside of HU (incl. ex-spouse) (X6323 only)
14. Employer of person outside of HU (X6323 only)
0. Inap. (no private insurance: X6315^=1)
NOTE: The point is who gives access. If R pays part and
employer pays part, the answer is Employer since it is the
employer who provides the option.
How is this coverage paid for - by you, by an employer, by
you and an employer, by a relative, or what?
How is this coverage paid for - by you, by an employer, by
you and an employer, by a relative, or what?
X6324 Someone in the primary economic unit
X6325 Employer
X6326 Relative
X6327 Former employer
X6328 Other
1. Checked (only for X6324-X6327)
5. Not checked
6. Employer of someone else in HH other than R/Spouse
(X6328 only)
7. Employer of person outside HH, incl. relatives/
ex-spouse (X6328 only)
8. Ex-spouse (X6328 only)
9. Government (X6328 only)
0. Inap. (no private insurance: X6315^=1)
X7666 How much do you pay for this insurance?
How much do you and your other household members pay for
this insurance?
Code amount
0. Inap. (no private insurance: X6315^=1; insurance not
paid for by anyone in PEU: X6324^=1)
X7667 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED.
And is that weekly, monthly, quarterly, yearly, or what?
Code frequency
1. Day
2. Week
3. Biweekly
4. Month
5. Quarter
6. Year
8. In total
11. Twice per year
12. Bimonthly
22. Varies
29. Per visit
-7. Other
0. Inap. (no private insurance: X6315^=1; insurance not
for by anyone in PEU: X6324^=1)
X6329 Is everyone in your household covered by at least one of
these private health programs?
1. YES
5. NO
0. Inap. (no private insurance: X6315^=1)
Who is not covered (including those with independent finances)?
(Anyone else?)
(CODE ALL THAT APPLY)
X6330 Head
X6331 Spouse/partner
X6332 Child(ren) under 18
X6333 Child(ren) 18 and Over
X6334 Father (incl. In-Law)
X6335 Mother (incl. In-Law)
X6336 Other
1. Checked (only for X6330, X6331, X6332, X6333, X6334,
and X6335)
2. Other adult relative(s) (X6336 only)
5. Not checked
8. Other relative living there (X6336 only)
9. Paid help (X6336 only)
10. Other unrelated person living there (X6336 only)
-7. Other (X6336 only)
0. Inap. (no private insurance: X6315^=1; everyone covered:
X6329=1)
X7397 Is everyone in your family covered by some type of public
or private health insurance?
1. YES
5. NO
0. (no government or private coverage: X6301^=1 and
X6315^=1; everyone covered: X6306^=1 or X6329^=1)
X6337 This is a list of reasons why some people don't have health
insurance. Which number best describes why (you/some
members of your family living here) are not covered?
INTERVIEWER: SHOW CARD 17
Code reason
1. Too expensive, can't afford health insurance
2. Can't get health insurance because of poor health,
age, or illness
3. Don't believe in health insurance
4. Not much sickness in the family - we haven't needed
health insurance
5. Dissatisfied with previous insurance
6. Job layoff or job loss
7. Everyone covered by some health insurance
11. Not covered on job yet, but will be soon; negotiating now
12. Too old for parental coverage
13. Haven't gotten around to it
14. Lost public assistance
15. Not eligible
95. Those without private insurance are already covered
by Medicare/Medicaid
-7. Other
0. (everyone covered: X6306^=1 or X6329^=1 or
X7397=1)
NOTE: CARD 17 contains the following text in a vertical
column: "Too expensive, can't afford health insurance," "
Can't get insurance because of poor health, age, or
illness," "Don't believe in health insurance," "Not much
sickness in the family; we haven't needed insurance,"
"Dissatisfied with previous insurance," "Job layoff or job
loss," "Some other reason."
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
INCOME, ASSETS AND DEBTS OF HOUSEHOLD MEMBERS OUTSIDE THE PRIMARY
ECONOMIC UNIT
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
X6402 I'd like to ask some questions just about the other adults
18 and over who live with you (and your family) but have
independent finances.
I'd like to ask some questions just about the other adult
18 and over who lives with you (and your family) but has
independent finances.
Does he receive any income from wages or salaries?
Does she receive any income from wages or salaries?
Do they receive any income from wages or salaries?
Do any of these other adults receive income from wages or
salaries?
1. YES
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5)
X6403 Roughly how much total income did he have from wages and
salaries in 1994 before taxes and deductions?
Roughly how much total income did she have from wages and
salaries in 1994 before taxes and deductions?
Roughly how much total income did they have from wages and
salaries in 1994 before taxes and deductions?
Roughly how much total income did they have from wages and
salaries in 1994 before taxes and deductions?
Code amount
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no wages: X6402^=1)
X6404 Did you include this amount in the income you told me about
earlier in this interview?
(Where did you tell me about this income?)
3. YES, amount edited out earlier
4. YES, but no apparent match in the data: nothing changed
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X6405 Does he receive income from any other sources (such as
social security, a pension, disability payments, public
assistance, or income from a business or other assets)?
Does she receive income from any other sources (such as
social security, a pension, disability payments, public
assistance, or income from a business or other assets)?
Do they receive income from any other sources (such as
social security, a pension, disability payments, public
assistance, or income from a business or other assets)?
Do they receive income from any other sources (such as
social security, a pension, disability payments, public
assistance, or income from a business or other assets)?
1. YES
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5)
What other sources of income does he have?
What other sources of income does she have?
What other sources of income do they have?
What other sources of income do they have?
X6406 Social Security
X6407 Pensions
X6408 Disability
X6409 Public Assistance
X6410 Interest Income
X6411 Dividends
X6412 Business
X6413 Real Estate
X6414 Other
1. Checked (only for X6406-X6413)
5. Not checked
10. Unemployment compensation (X6414 only)
11. Private transfers, including alimony and support
(X6414 only)
12. Other government transfers; miscellaneous Alaskan
funds (X6414 only)
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no other income: X6405^=1)
X6415 Roughly how much total income did he have from
Roughly how much total income did she have from
Roughly how much total income did they have from
Roughly how much total income did they have from
all these sources in 1994 before taxes and deductions?
all this source in 1994 before taxes and deductions?
Code amount
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no other income: X6405^=1)
X6416 Did you include this amount in the income you told me about
earlier in this interview?
(Where did you tell me about this income?)
3. YES, amount edited out earlier
4. YES, but no apparent match in the data: nothing changed
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no other income: X6405^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X6417 Does he have any cars or other vehicles?
Does she have any cars or other vehicles?
Do they have any cars or other vehicles?
Do any of them have any cars or other vehicles?
1. YES
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5)
X6418 Roughly how much (is this/are these) vehicle(s) worth now?
Code amount
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no vehicles: X6417^=1)
X6419 Did you include (this/these) vehicle(s) in the ones you
told me about earlier in this interview?
(Where did you tell me about this/these vehicles?)
3. YES, amount edited out earlier
4. YES, but no apparent match in the data: nothing changed
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no vehicles: X6417^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X6420 Does he have any bank accounts, savings accounts, or
savings bonds?
Does she have any bank accounts, savings accounts, or
savings bonds?
Do they have any bank accounts, savings accounts, or
savings bonds?
Do they have any bank accounts, savings accounts, or
savings bonds?
1. YES
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5)
X6421 Roughly how much in total does he have in bank accounts,
savings accounts, or savings bonds?
Roughly how much in total does she have in bank accounts,
savings accounts, or savings bonds?
Roughly how much in total do they have in bank accounts,
savings accounts, or savings bonds?
Roughly how much in total do they have in bank accounts,
savings accounts, or savings bonds?
Code amount
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no bank accounts: X6420^=1)
X6422 Did you include this amount when you told me about these
items earlier in this interview?
(Where did you tell me about this/these items?)
3. YES, amount edited out earlier
4. YES, but no apparent match in the data: nothing changed
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no bank accounts: X6420^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X6423 Does he have any other assets (such as stocks, bonds, a
business, or any properties, including any part of the
[house/apartment] you live in)?
Does she have any other assets (such as stocks, bonds, a
business, or any properties, including any part of the
[house/apartment] you live in)?
Do they have any other assets (such as stocks, bonds, a
business, or any properties, including any part of the
[house/apartment] you live in)?
Do they have any other assets (such as stocks, bonds, a
business, or any properties, including any part of the
[house/apartment] you live in)?
1. YES
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5)
What other kinds of assets does he have?
What other kinds of assets does she have?
What other kinds of assets do they have?
What other kinds of assets do they have?
X6424 R's Home
X6425 Stocks
X6426 Bonds
X6427 Mutual Funds
X6428 Money Market Funds
X6429 Business
X6430 Other Real Estate
X6431 Other
1. Checked (only for X6424-X6430)
5. Not checked
9. Life insurance (X6431 only)
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no other assets: X6423^=1)
NOTE: CARD 18 was available to the interviewer. This card
contains the following text arranged in a vertical column:
"Your home," "Stocks," "Bonds," "Mutual Funds," "Money
market funds," "Business," "Other real estate," "Other kind
of asset."
X6432 Roughly how much in total does he have in (ASSET TYPES)?
Roughly how much in total does she have in (ASSET TYPES)?
Roughly how much in total do they have in (ASSET TYPES)?
Roughly how much in total do they have in (ASSET TYPES)?
Code amount
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no other assets: X6423^=1)
X6433 Did you include this amount in the assets you told me about
earlier in this interview?
(Where did you tell me about (ASSET TYPES)?)
3. YES, amount edited out earlier
4. YES, but no apparent match in the data: nothing changed
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no other assets: X6423^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X6435 What share of this home does he own?
What share of this home does she own?
What share of this home do they own?
What share of this home do they own?
Code percent * 100
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
does not own part of R's home: X6424^=1)
X6436 What is the present value of this home? I mean, about what
would it bring if it were sold today?
Code amount
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
does not own part of R's home: X6424^=1)
X6437 What is the amount still owed on all the mortgages, land
contracts, and loans on the home?
Code amount
-1. Nothing
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
does not own part of R's home: X6424^=1)
X6438 Not including any debts he owes you or your
(spouse/partner), does he have any debts?
Not including any debts he owes you, does he have any
debts?
Not including any debts she owes you or your
(spouse/partner), does she have any debts?
Not including any debts she owes you, does she have any
debts?
Not including any debts they owe you or your
(spouse/partner), do they have any debts?
Not including any debts they owe you, do they have any
debts?
Not including any debts they owe you or your
(spouse/partner), do they have any debts?
Not including any debts they owe you, do they have any
debts?
1. YES
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5)
X6439 Roughly how much in total are these debts?
Code amount
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no non-mortgage debts: X6438^=1)
X6440 Did you include these debts when you told me about the
household debts earlier in this interview?
(Where did you tell me about these debts?)
3. YES, amount edited out earlier
4. YES, but no apparent match in the data: nothing changed
5. NO
0. Inap. (no HH members outside the primary economic
unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and
X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5;
no non-mortgage debts: X6438^=1)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
WRAPUP QUESTIONS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
Earlier you told me about a pension or retirement plan you
are included in through your current job. Because
pensions are an important part of this study and there are
many legal details of plans very few people know, we would
like to contract the organization that provides your
pension to obtain a legal description of your plan(s).
Your name and the fact that you did this interview will
not be mentioned. What is the name and address of the
organization that provides your pension?
Earlier you told me about a pension or retirement plan your
(spouse/partner) is included in through (his/her) current job.
Because pensions are an important part of this study and
few people know all the legal details of their plans, we
would like to contact the organization that provides your
pension to obtain a legal
description of his plan(s). His name and the fact that you
did this interview will not be mentioned.
description of her plan(s). Her name and the fact that you
did this interview will not be mentioned.
What is the name and address of the organization that provides
(his/her) pension?
That finishes the actual interview. Is there anything you
would like to add to any of the subjects we've discussed?
INTERVIEWER: DO CASE VALIDATION NOW WHILE THE CASE IS FILING.
PLEASE THANK THE RESPONDENT!
X7398 TIMESTAMP
Code length of interview in seconds
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
INTERVIEWER REMARKS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
NOTE: The data in this section were obtained in two ways. First, some
of the data derive from the "household enumeration folder" (HEF) a
largely administrative paper document used by interviewers to select
the designated respondent, to update the area-probability sample, to
record recontact information, and to record information about
non-interviews. Additional data were collected in the HEF on the
neighborhood in which the respondent lived and on characteristics of
the respondent. Second, other variables (X6523, X6525, X6526, X6527,
X6528, X6529, X6530, X6531, X6532, X6533, X6534, X6535, X6536, X6724,
X6725, X6726, X6727, X6728, X6729, and X7504) were originally recorded
in "Section ZZ," a separate CAPI program used by interviewers after
the main interview to record the varibles along with other information
about the interview that might be relevant to the data editing.
Not all of the variables collected are described in this section;
only variables similar to those reported in earlier SCFs are included
here.
-----------------------------------------------------------------------------
X6504 TYPE OF STRUCTURE IN WHICH R LIVES: (CODE THE FIRST THAT
APPLIES)
0. Did not see R's home
1. Trailer, mobile home
2. Detached single-family home
3. Building with 2-9 units
4. Building with 10-49 units
5. Building with 50 or more units
6. Apartment in mostly commercial structure
8. Apartment above garage/barn/basement apt.
9. Attached single-family home (rowhouse, townhouse)
10. Seasonal dwelling
11. No HU at this address (business, church, barn, shed,
shelter)
12. No structure at this address (demolished, vacant
lot/site)
13. Farm
14. Ethnic dwelling (American Indian hogram, Middle
Eastern hosani)
15. Boat/houseboat/yacht
-7. Other
*************************************************************
FOR THE PUBLIC DATASET, CODE 5 IS INCLUDED WITH 4; CODE
8 IS INCLUDED WITH 6; AND CODES 11, 12, 14, AND 15 ARE
INCLUDED WITH -7.
*************************************************************
X6521 CONDITION OF STRUCTURE IN WHICH R LIVES
1. Generally clean and sound
2. Some peeling paint or cracks in walls
3. Needs substantial painting, refilling, or repair
4. Dilapidated
0. Inap. (Interview not conducted in R's home)
X6520 HOUSING STRUCTURES ON (BLOCK/AREA) ARE:
1. 0-20 feet apart
2. 21-100 feet apart
3. Over 100 feet apart
0. Inap. (Interview not conducted in R's home)
THE AREA AROUND R'S HU IS: (CODE ALL THAT APPLY)
X50079 HEFNO6: OPEN LAND/FARMS/RANCHES (fairground, forest)
X50080 HEFNO6: TRAILER HOME/TRAILER PARK
X50081 HEFNO6: DETACHED SINGLE FAMILY HOMES
X50082 HEFNO6: ATTACHED SINGLE-FAMILY HOMES
X50083 HEFNO6: BUILDINGS WITH 2-9 UNITS
X50084 HEFNO6: BUILDINGS WITH 10-49 UNITS
X50085 HEFNO6: BUILDINGS WITH 50 OR MORE UNITS
X50086 HEFNO6: GOLF COURSE/COUNTRY CLUB/SKI RESORT
X50087 HEFNO6: PARK/POOL OR CEMETERY
X50088 HEFNO6: COMMERCIAL BUILDINGS
X50089 HEFNO6: VACANT BUILDINGS
X50090 HEFNO6: SCHOOL/COLLEGE OR OTHER GOV'T BUILDINGS
X50091 HEFNO6: OTHER (SPECIFY)
1. Yes
2. No
3. Religious building (church, synagogue) (X50091 only)
4. Community center (X50091 only)
5. Body of water (lake, ocean, river) (X50091 only)
6. Freeway/highway/airport (X50091 only)
7. American Indian reservation (X50091 only)
8. Rail line (X50091 only)
9. Vacation homes (X50091 only)
10. Parking lot (X50091 only)
11. Museum (X50091 only)
12. Stadium/sports arena/convention center (X50091 only)
0. Inap. (Interview not conducted in R's home)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X6519 BUILDINGS IN THE IMMEDIATE NEIGHBORHOOD ARE:
1. All residential
2. Mostly residential
3. About equally residential nad nonresidential
4. None in view
0. Inap. (Interview not conducted in R's home)
X6522 GENERAL CONDITION OF THE EXTERIOR OF BUILDINGS
AROUND R'S DWELLING LOOKS:
1. Better than R's
2. As good as R's
3. Worse than R's
4. No other buildings in view
0. Inap. (Interview not conducted in R's home)
X6524 NEIGHBORHOOD RESIDENTS SEEM TO BE:
1. All or almost all black/African-American
2. All or almost all Hispanic
3. All or almost all non-Hispanic white
4. Mixed black/African-American and Hispanic
5. Mixed black/African-American and non-Hispanic white
6. Mixed Hispanic and non-Hispanic white
7. Mixed black/African-American, Hispanic and
non-Hispanic white
8. Other mixed neighborhood
0. Inap. (Interview not conducted in R's home)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X50095 GENERALLY, THE AREA AROUND THE R'S HU APPEARS TO BE:
1. Wealthy
2. Poor
3. Other
0. Inap. (Interview not conducted in R's home)
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
X6523 Please rate the physical condition of the interior of the HU:
1. EXCELLENT. WALLS AND CEILINGS HAVE NO CRACKS. PAINT OR
PANELLING IN GOOD CONDITION
2. GOOD. NEEDS SOME MINOR PAINTING OR REFINISHING.
3. FAIR. NEEDS MAJOR INTERIOR WORK. HOLES AND/OR CRACKS
NEED PATCHING. PAINTING NEEDED. ETC.
4. POOR. SOME WALLS OR CEILINGS NEED REPLACEMENT.
5. DON'T KNOW--WASN'T INSIDE HOUSE.
X6525 R's understanding of the questions was...
1. EXCELLENT
2. GOOD
3. FAIR
4. POOR
X6526 R's ability to express himself/herself was...
1. EXCELLENT
2. GOOD
3. FAIR
4. POOR
X6527 Was R suspicious about the study before the interview?
1. NO, NOT AT ALL SUSPICIOUS
2. YES, SOMEWHAT SUSPICIOUS
5. YES, VERY SUSPICIOUS
X6528 Was R suspicious about the study after the interview?
1. NO, NOT AT ALL SUSPICIOUS
2. YES, SOMEWHAT SUSPICIOUS
5. YES, VERY SUSPICIOUS
X6529 Overall, how great was R's interest in the interview?
1. VERY HIGH
2. ABOVE AVERAGE
3. AVERAGE
4. BELOW AVERAGE
5. VERY LOW
Other persons present at the interview: (CODE ALL THAT APPLY)
X6530 CHILDREN UNDER AGE 6
X6531 CHILDREN 6 AND OVER
X6532 SPOUSE/PARTNER
X6533 OTHER RELATIVES
X6534 OTHER ADULTS
X6535 NO ONE
1. Checked
5. Not checked
X6536 Did R refer to documents to answer questions?
1. FREQUENTLY
2. SOMETIMES
3. RARELY
4. NEVER
X6724 X6725 X6726 X6727 X6728 X6729
Which documents did R refer to? (CODE ALL THAT APPLY)
1. INCOME TAX RETURNS
2. PENSION DOCUMENTS
3. ACCOUNT STATEMENTS
4. INVESTMENT/BUSINESS RECORDS
5. LOAN DOCUMENTS
7. CREDIT CARDS/CREDIT CARD STATEMENTS
8. CHECK BOOK/CHECK REGISTRY
9. INCOME/PAYCHECK STUB/OTHER INCOME RECORDS
10. COMPUTER/PC/LAPTOP
11. HANDWRITTEN LEGERS/PAPERS/NOTES
12. HEALTH INSURANCE/LIFE INSURANCE
13. TAX BILLS
14. SECRETARY/ACCOUNTANT/FINANCIAL ADVISOR
15. RENT RECEIPT/APARTMENT AGREEMENTS
18. SOME, NOT KNOW WHAT KIND
19. MANY, NEC
20. REAL ESTATE RECORDS
21. SOCIAL SECURITY CHECKS/STATEMENT
22. VEHICLE LEASE
23. EMPLOYMENT RECORDS/EMPLOYEE HANDBOOK
24. PHONE BOOK
25. INHERITANCE PAPERS
98. DON'T KNOW
-7. OTHER
.N. NOT CODEABLE
0. Inap. (did not refer to any documents: X6536=4)
*********************************************************
IN THE PUBLIC DATASET, CODE 25 IS INCLUDED WITH -7.
*********************************************************
X7504 In what language was the survey conducted?
1. ENGLISH
2. SPANISH
************************************************
NOT INCLUDED IN THE PUBLIC DATASET
************************************************
Other than inheritances, do you believe that the R reported
the same asset or debt more than once in the interview?
Which assets and/or debts are these?
Do you believe that any important assets or debts were not
collected in the interview?
Which assets and/or debts are these?
Do you believe there are any important consistency problems
with this interview?
What are these problems?
Is there anything about this case that would be helpful in
resolving problems with this case, or anything else you
believe we need to know?
Please specify.
INTERVIEWER: THANK YOU FOR COMPLETING ANOTHER INTERVIEW AND
THIS IMPORTANT BACKGROUND INFORMATION. YOUR CARE AND
ATTENTION ARE ESSENTIAL TO THE SUCCESS OF THIS PROJECT.
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
END OF QUESTION DEFINITIONS
Top of Page
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
SAMPLE DESIGN VARIABLES - NOT INCLUDED ON PUBLIC DATASET
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
ZZ1 Internal ID including postcard refusals etc.
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30007 SEQID for the 1993 SOI file.
ONLY AVAILABLE IN LOCKED LINK FILE
NOT TO BE INCLUDED ON ***ANY*** ROUTINE USE FILE!
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X2 Interviewer ID Number.
999999. Case not assigned (list sample cases for which
postcard returned indicating desire not to be
interviewed; stratum 8 cases)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X4 Day case logged in.
1-31
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X3 Month case logged in.
1. January
2. February
Non-interviews cases logged in January and February 1996
5. May
A mixture of returned postcard refusals for list cases
and a failure of the date stamp for early returns-->
fix the latter using the HEF data!!!!!
7. July
8. August
9. September
10. October
11. November
12. December
NOTE: The official field period for the survey was between
July and December of 1995.
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X8095 Year case logged in
1995.
1996.
NOTE: values of 1996 for completed cases reflects one of
two factors: (1) Some completed cases were left on the laptop
computers when interviewers returned them to the central
office, and the computer date on some of these cases may be
in 1996 even though the data were collected in 1995. (2)
Other errors.
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X9 List sample indicator.
1. List sample case
5. Not list sample case
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
-----------------------------------------------------------------------------
X30006 Sample disposition code.
COMPLETE CASES
61 Completed Case (In Person)
62 Completed Case (Telephone)
63 Complete, not otherwise classified
65 Converted Case (In Person)
66 Converted Case (Telephone)
67 Accepted Partial Complete
68 Complete (In Person/Telephone)
69 Converted (In Person/Telephone)
INELIGIBLE CASES
71 Vacant HU
72 Not an HU
73 Seasonal HU
75 Vacant Trailer Space
76 Sample Incorrect
77 No Eligible Respondent
81 R Deceased (list sample only)
84 R Moved Out of Range (list sample only)
86 R Institutionalized (list sample only)
OTHER NON-INTERVIEWS
80 Refusal/Postcard Returned (list sample only)
74 No Contact
82 Unable to Locate
83 Unavailable During Field Period
88 Closed Domain
90 Language Barrier
91 Refusal by Gatekeeper
92 Refusal/Break-Off/Too Long
93 Refusal/Break-Off/Too Invasive-Personal
94 Refusal Government Involvement
95 Incompetent/Ill/Handicapped
96 HEF Completed/Quex Refusal
97 NIR, not otherwise classified
101 List case deleted in sample review for cases that might
be too easily identifiable in the data
102 Stratum 8 list cases deleted from the sample
997 Case did not validate, not redone
998 Technically complete case, but interview done with
wrong person (most of these were removed before the
shipment of the final control file and main data)
999 Technically complete case, but nearly all data missing.
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30001 PSU number
SELF-REPRESENTING PSU
1 New York CMSA
2 Los Angeles CMSA
3 Chicago CMSA
4 San Francisco-Oakland-San Jose
5 Philadelphia CMSA
6 Detroit CMSA
7 Dallas-Ft. Worth CMSA
8 Washington DC MSA
9 Houston CMSA
10 Boston NECMA
11 Atlanta MSA
12 Tampa-St. Petersburg-Clearwater
13 St. Louis MSA
14 Minneapolis-St. Paul MSA
15 Phoenix MSA
16 San Diego, CA MSA
17 Baltimore MSA
18 Pittsburgh PMSA
19 Seattle PMSA
NON-SELF-REPRESENTING PSU
20 Burlington, VT NECMA
21 Worcester, MA NECMA
22 New Haven, CT NECMA
23 Buffalo PMSA
24 Rochester, NY MSA
25 Allentown-Bethlehem-Easton
26 Syracuse, NY MSA
27 York, PA MSA
28 Eau Claire, WI MSA
29 Evansville, IN MSA
30 Jackson, MI MSA
31 Ft. Wayne, IN MSA
32 Indianapolis, IN MSA
33 Cleveland, OH MSA
34 Cincinnati, OH MSA
35 Columbus, OH MSA
36 Lansing, MI MSA
37 Saginaw-Bay City MSA
38 Kansas City MSA
39 Rapid City, SD MSA
40 Springfield, MO MSA
41 Hickory-Morganton, NC MSA
42 Ft. Myers-Cape Coral MSA
43 West Palm Beach-Boca Raton
44 Charlotte-Gastonia MSA
45 Wilmington, NC MSA
46 Lynchburg, VA MSA
47 Richmond-Petersburg, VA MSA
48 Ft. Lauderdale, FL PMSA
49 Miami, FL PMSA
50 Norfolk-Virginia Beach-Newport
51 Charleston, SC MSA
52 Memphis, TN MSA
53 Birmingham, AL MSA
54 Nashville, TN MSA
55 Knoxville, TN MSA
56 Enid, OK MSA
57 Oklahoma City, OK MSA
58 Waco, TX MSA
59 Austin, TX MSA
60 New Orleans, LA MSA
61 Corpus Christi, TX MSA
62 Pueblo, CO MSA
63 Denver, CO MSA
64 Tucson, AZ MSA
65 Boulder, CO PMSA
66 Bellingham, WA MSA
67 Tacoma, WA
68 Modesto, CA MSA
69 Santa Barbara, CA MSA
70 Windham Co., CT
71 Franklin Co., NY
72 Franklin Co., PA
73 Windham Co., VT
74 Lee Co., IL
75 Lawrence Co., IN
76 Riley Co., KS
77 Allegan Co., MI
78 Crow Wing Co., MN
79 Barry Co., MO
80 Burke Co., ND
81 Sandusky Co., OH
82 Waushara Co., WI
83 Choctaw Co., AL
84 Sussex Co., DE
85 Floyd Co., GA
86 Cumberland Co., KY
87 St. Landry Parish, LA
88 Copiah Co., MS
89 Iredell Co., NC
90 Edgecombe Co., NC
91 Horry County, SC
92 Greene County, TN
93 Chambers Co., TX
94 Hopkins Co., TX
95 Caroline Co., VA
96 Coconino Co., AZ
97 Mesa County, CO
98 Richland Co., MT
99 Wasco County, OR
100 Anchorage MSA
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30055 PSU name (character variable)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30029 State where respondent's residence is located.
Standard two-character code
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30030 State where (population center of) PSU is located.
Standard two-character code
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30045 State-County (FIPS) code
NOTE: this variable is stored as numeric, and all variables
are implicitly 5 digits wide: thus, a value of 1001 is
implicitly 01001.
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30041 Metro indicator for PSU
1 Self-representing PSU
2 Other MSA/NECMA
3 Non-MSA
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30021 Area probability segment number
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30040 Census tract number
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30052 Census block code
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30054 5-digit ZIP code
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30056 Number of segments in PSU
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30042 Number of lines listed in PSU
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30049 Lines listed for AP sample within segment.
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30043 Lines in PSU expected from 1990 Census
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30050 Lines expected in segment from 1990 Census.
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30044 Number of missed HUs in PSU
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30051 Number of missed HUs in segment.
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30002 Number of sample cases in PSU.
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30003 Number of ineligible cases in PSU.
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30004 Number of completed cases in PSU.
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30053 Lines listed in block.
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30067 Indicator of cases added to the sample.
1. Missed AP HU
2. Case part of AP replicates added during field period
3. Spouse of a divorced list sample case
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30064 Number of missed HUs found at address. The variable is
associated with both the original address and the addresses
actually added to the sample. A maximum of 3 misssed
addresses were added. In one instance, 33 additional HUs
were found, but only 3 cases were added.
0. Inap. (not a missed AP HU; not an AP case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30065 Number of missed HUs added to the sample. This variable
has the same value as X30064 except for one value. As
noted in the definition of X30064, 33 missed HUs were
discovered, but only 3 of these were added to the sample.
This variable is associated with both the original address
and the addresses added to the sample.
0. Inap. (not a missed AP HU; not an AP case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30033 PSU selection probability.
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30015 Original EPSEM weight for AP cases.
Total Census households (102263678) divided by (the total
number of AP lines originally selected (4466) + the total
number of lines from added sample replicates (232)).
For all AP cases. Sums to 1990 population.
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30005 Design-based nonresponse-adjusted area-probability weight.
X30015*(X30002-X30003)/X30004.
0. Inap. (not an area-probability sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30068 Nonresponse and growth-adjusted area-probability weight.
X30015*(sample cases in segment/completes in segment)*(lines
in segment/1990 census lines in segment)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30025 Paired PSUs (segments for self-representing PSUs) for
variance estimation: a 3-digit variable that identifies
pseudo-strata combinations by pairing segments in the
self-representing PSUs and PSUs in the non-self-representing
areas. (X30076 is given in parentheses.)
SELF-REPRESENTING PSUs
11 New York CMSA (1)
12 New York CMSA (1)
21 Los Angeles CMSA (2)
22 Los Angeles CMSA (2)
31 Chicago CMSA (3)
32 Chicago CMSA (3)
41 San Francisco-Oakland-San Jose (4)
42 San Francisco-Oakland-San Jose (4)
51 Philadelphia CMSA (5)
52 Philadelphia CMSA (5)
61 Detroit CMSA (6)
62 Detroit CMSA (6)
71 Dallas-Ft. Worth CMSA (7)
72 Dallas-Ft. Worth CMSA (7)
81 Washington DC MSA (8)
82 Washington DC MSA (8)
91 Houston CMSA (9)
92 Houston CMSA (9)
101 Boston NECMA (10)
102 Boston NECMA (10)
111 Atlanta MSA (11)
112 Atlanta MSA (11)
121 Tampa-St. Petersburg-Clearwater (12)
122 Tampa-St. Petersburg-Clearwater (12)
131 St. Louis MSA (13)
132 St. Louis MSA (13)
141 Minneapolis-St. Paul MSA (14)
142 Minneapolis-St. Paul MSA (14)
151 Phoenix MSA (15)
152 Phoenix MSA (15)
161 San Diego, CA MSA (16)
162 San Diego, CA MS (16)
171 Baltimore MSA (17)
172 Baltimore MSA (17)
181 Pittsburgh PMSA (18)
182 Pittsburgh PMSA (18)
191 Seattle PMSA (19)
192 Seattle PMSA (19)
NON-SELF-REPRESENTING PSUs
201 Burlington VT (20)
202 Worcester MA (21)
211 New Haven CT (22)
212 Buffalo NY (23)
221 Rochester NY (24)
222 Allentown-Bethlehem-Easton PA (25)
231 Syracuse NY (26)
232 York PA (27)
241 Eau Claire WI (28)
242 Evansville IN, (29)
251 Jackson MI (30)
252 Ft. Wayne IN (31)
261 Indianapolis IN (32)
262 Cleveland OH (33)
263 Kansas City MO (38)
271 Cincinnati OH (34)
272 Columbus OH (35)
281 Lansing MI (36)
282 Saginaw-Bay City MI (37)
291 Rapid City SD (39)
292 Springfield MO (40)
301 Ft. Myers-Cape Coral FL (42)
302 West Palm Beach-Boca Raton FL (43)
311 Hickory-Morganton, NC (41)
312 Charlotte-Gastonia NC (44)
313 Wilmington NC (45)
321 Lynchburg VA (46)
322 Richmond-Petersburg VA (47)
331 Ft. Lauderdale FL (48)
332 Miami FL (49)
341 Norfolk-Virginia Beach-Newport News VA (50)
342 Charleston SC (51)
351 Memphis TN (52)
352 Birmingham AL (53)
361 Nashville TN (54)
362 Knoxville TN (55)
371 Enid OK (56)
372 Oklahoma City OK (57)
381 Waco TX (58)
382 Austin TX (59)
391 New Orleans LA (60)
392 Corpus Christi TX (61)
401 Pueblo CO (62)
402 Denver CO (63)
411 Tucson AZ (64)
412 Boulder CO (65)
421 Bellingham WA (66)
422 Tacoma WA (67)
423 Anchorage AK (100)
431 Modesto CA (68)
432 Santa Barbara CA (69)
441 Windham Co. CT (70)
442 Franklin Co. NY (71)
451 Franklin Co. PA (72)
452 Windham Co. VT (73)
461 Lee Co. IL (74)
462 Lawrence Co. IN (75)
471 Riley Co. KS (76)
472 Allegan Co. MI (77)
481 Crow Wing Co. MN (78)
482 Barry Co. MO (79)
491 Burke Co. IN (80)
492 Sandusky Co. OH (81)
493 Waushara Co WI (82)
501 Sussex Co. DE (84)
502 Floyd Co. GA (85)
511 Cumberland Co. KY (86)
512 St. Landry Parish LA (87)
521 Choctaw Co. AL (83)
522 Copiah Co. MS (88)
523 Iredell Co. NC (89)
531 Edgecombe Co. NC (90)
532 Horry Co. SC (91)
541 Greene Co. TN (92)
542 Chambers Co. TX (93)
551 Hopkins Co. TX (94)
552 Caroline Co. VA (95)
561 Coconino Co. AZ (96)
562 Mesa Co. CO (97)
571 Richland Co. MT (98)
572 Wasco Co. OR (99)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30035 Wealth index estimated by grossing up income flows
(1992-type wealth index).
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30037 Regression model based wealth index.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30038 Merged wealth index.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30039 Percentile of wealth index distribution in SOI file.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30009 List sample wealth-index stratum number.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30058 Divorced list case indicator.
1. Both of divorced pair interviewed
2. Only one of divorced pair interviewed
0. Inap. (not a divorced list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30059 Divorce-adjusted wealth index (grossed up income flow version):
If list case divorced: X30035/2,
Otherwise: X30035.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30060 Divorce-adjusted regression model based wealth index:
If list case divorced: X30037/2,
Otherwise: X30037.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30061 Divorce-adjusted merged wealth index (average of "centered
and rescaled" X30059 and X30060).
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30062 Percentile of divorce-adjusted wealth index distribution in
SOI file.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30024 Divorce-adjusted wealth index stratum. When joint filers
had divorced since the sample was drawn, the capitalized income
flows input to the original wealth index was divided in
half and the stratum number was recomputed using the
original classes.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30023 List sample financial income post-stratum, defined in terms
of all interest and dividend income reported on page 1 of
IRS Form 1040.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30063 Divorce-adjusted List sample financial income post-stratum,
defined in terms of all interest income reported on page 1
of IRS Form 1040.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30032 List sample type indicator
1. Certainty case
2. Main sample
3. Supplemental sample
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30073 Indicator of PSU that would be selected as
self-representing if the measure of size were the number of
units in stratum 5 or higher.
1. Self representing
0. Not self-representing; AP case
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30034 Smoothed PSU selection probability.
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30031 Original SOI weight for list sample cases
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30069 Population estimate of number of non-certainty cases in
list sample stratum.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30070 Number of non-certainty cases in list sample stratum.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30071 Population estimate of number of all cases in list sample
stratum.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30072 Number of cases in list sample stratum.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30008 List sample selection weight:
For certainty cases=X30031/X30034
For other cases=estimate of total non-certainty
cases/number non-certainty sample cases
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30036 List weight at last stage of adjustment before merger with
AP sample.
0. Inap. (not a list sample case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************
X30080 Cases that were subject to special disclosure adjustments.
0. Inap. (not a special disclosure case)
******************************************
NOT INCLUDED IN THE PUBLIC DATASET
******************************************