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New Immigrant Survey Section H - Assets and Income Part 2

NIS-2003-2 1 April 10, 2014

Section H: Assets and Income Part 2 SECTIONS G, H, AND I TO BE ADMINISTERED TO R MOST KNOWLEDGEABLE ABOUT HH FINANCES H_RESP_INTTYPE_KNOW1 CHK: RESPONDENT OR SPOUSE/PARTNER KNOW FINANCES? [Primary respondent or spouse most knowledgeable about finances]

1 KNOWS AND ENTERS THIS SECTION... (H91)

2 DOESNT KNOW AND DOESNT ENTER THIS SECTION...(NEXT SECTION)

H91

Do you [or your spouse or partner] have any shares of stock or stock mutual funds?

1 YES ...(H91_LG) 2 NO ...(H100) -1 RF ...(H100) -2 DK ...(H100)

H91_LG

If you sold all those and paid off anything you owed on them, about how much would you have? INTERVIEWER: DO NOT PROBE DK. INTERVIEWER: IF ANSWER IS LESS THAN ZERO, MARK LOSS AND ENTER AMOUNT OF LOSS, THEN PICK CURRENCY. IF ANSWER IS ZERO MARK EVEN, ENTER ZERO, THEN SUBMIT AND CONTINUE. FOR CURRENCY, US DOLLARS IS THE DEFAULT AND ONCE THE OTHER INFORMATION IS ENTERED YOU CAN HIT SUBMIT AND CONTINUE IF THE RESPONSE IS US DOLLARS. OTHERWISE SELECT FROM THE PICKLIST.

0 LOSS ...(H92) 1 GAIN ...(H92) 2 EVEN ...(H92) -1 RF ...(H92) -2 DK ...(H92)

H92

If you sold all those and paid off anything you owed on them, about how much would you have? INTERVIEWER: DO NOT PROBE DK. $:____________ (8 digits) …(H92A)

-1 RF... (H92A) -2 DK …(H92A)


NIS-2003-2 2 April 10, 2014

H92A H92 CURRENCY [CURRENCY PICK LIST] ...(If H92 equals -1 RF, -2 DK go to RANDOM ASSIGNMENT based on #;

else go to H94) 997 OTHER SPECIFY ...(H92AOS) 995 NOT PAID IN CASH ...(If H92 equals -1 RF, -2 DK go to RANDOM ASSIGNMENT based on

#; else go to H94) -1 RF ... (If H92 equals -1 RF, -2 DK go to RANDOM ASSIGNMENT based on #; else go to H94) -2 DK ... (If H92 equals -1 RF, -2 DK go to RANDOM ASSIGNMENT based on #; else go to H94) H92AOS

OTHER SPECIFY____________ (80 Characters) …(H94)

RANDOM ASSIGNMENT 1 H93A

Would it amount to less than $2,500, more than $2,500, or what?

1 LESS THAN $2,500 ...(H94) 2 ABOUT $2,500 ...(H94) 3 MORE THAN $2,500 ...(H93B) -1 RF ...(H94) -2 DK ...(H94)

H93B


1 LESS THAN $25,000 ...(H94) 2 ABOUT $25,000 ...(H94) 3 MORE THAN $25,000 ...(H93C) -1 RF ...(H94) -2 DK ...(H94)

H93C


1 LESS THAN $125,000 ...(H94) 2 ABOUT $125,000 ...(H94) 3 MORE THAN $125,000 ...(H93D) -1 RF ...(H94) -2 DK ...(H94)


NIS-2003-2 3 April 10, 2014

H93D


1 LESS THAN $400,000 ...(H94) 2 ABOUT $400,000 ...(H94) 3 MORE THAN $400,000 ...(H94) -1 RF ...(H94) -2 DK ...(H94)

RANDOM ASSIGNMENT 2 H93B


1 LESS THAN $25,000 ...(H93A) 2 ABOUT $25,000 ...(H94) 3 MORE THAN $25,000 ...(H93C) -1 RF ...(H94) -2 DK ...(H94)

H93C



H93D



H93A




NIS-2003-2 4 April 10, 2014

H94

Do these stocks or mutual funds pay any dividends or interest?

1 YES ...(H95) 2 NO ...(H99D_CHECK) -1 RF ...(H99D_CHECK) -2 DK ...(H99D_CHECK)

H95

How often is it paid?

1 ACCUMULATES/REINVEST ...(H98) 2 MONTHLY ...(H96) 3 QUARTERLY ...(H96) 4 SIX MONTHS ...(H96) 5 YEARLY ...(H98) 97 OTHER SPECIFY ...(H95OS) -1 RF ...(H98) -2 DK ...(H98) H95OS

OTHER SPECIFY____________ (80 Characters) ...(H96)

H96

Before any expenses or deductions, about how much did you receive ["in the"] last ["time period"] from that? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. ____________ (15 digits) ... (H96A)

-1 RF ...(H96A) -2 DK ...(H96A)

H96A H96 CURRENCY [CURRENCY PICK LIST] ...(H97) 997 OTHER SPECIFY ...(H96AOS) 995 NOT PAID IN CASH ...(H97) -1 RF ...(H97) -2 DK ...(H97)

H96AOS

OTHER SPECIFY____________ (80 Characters) ... (H97)


NIS-2003-2 5 April 10, 2014

H97

Did you get about the same amount each ["time period"]?

1 YES ...(H99D_CHECK) 2 NO ...(H98) -1 RF ...(H98) -2 DK ...(H98)

H98

Before taxes and other deductions, about how much did you receive from stocks or stock mutual funds in the last twelve months? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) ... (H98A)

-1 RF ...(H98A) -2 DK ...(H98A)

H98A H98 CURRENCY [CURRENCY PICK LIST] ...(H99Aif H98 is -1 RF, -2 DK else H99D_CHECK) 997 OTHER SPECIFY ...(H98AOS) 995 NOT PAID IN CASH ...(H99Aif H98 is -1 RF, -2 DK else H99D_CHECK) -1 RF ...(H99Aif H98 is -1 RF, -2 DK else H99D_CHECK) -2 DK ...(H99Aif H98 is -1 RF, -2 DK else H99D_CHECK) H98AOS

OTHER SPECIFY____________ (80 Characters) ... (H99D_CHECK)

H99A

Did it amount to less than $5,000, more than $5,000, or what?

1 LESS THAN $5,000 ...(H99C) 2 ABOUT $5,000 ...(H99D_CHECK) 3 MORE THAN $5,000 ...(H99B) -1 RF ...(H99D_CHECK) -2 DK ...(H99D_CHECK)


NIS-2003-2 6 April 10, 2014

H99B


1 LESS THAN $25,000 ...(H99D_CHECK) 2 ABOUT $25,000 ...(H99D_CHECK) 3 MORE THAN $25,000 ...(H99D_CHECK) -1 RF ...(H99D_CHECK) -2 DK ...(H99D_CHECK)

H99C


1 LESS THAN $1,000 ...(H99D_CHECK) 2 ABOUT $1,000 ...(H99D_CHECK) 3 MORE THAN $1,000 ...(H99D_CHECK) -1 RF ...(H99D_CHECK) -2 DK ...(H99D_CHECK)

H99D_CHECK CHK: STOCKS R1 AND CURRENT

[R1 H91] = 1 AND [R2 H91] = 1

1 CONDITION APPLIES ... (H99D) 2 CONDITION DOES NOT APPLY ...(H100)

H99D

Not counting any IRAs, Keoghs or pension accounts, since [Month and Year, R1], have you [or your spouse or partner] bought any stock, or put money into stock mutual funds, including any automatic reinvestments?

1 YES ...(H99E) 2 NO ...(H99P) -1 RF ...(H99P) -2 DK ...(H99P)

H99E

Did you [or your spouse or partner] also sell or cash in any such assets?

1 YES ...(H99F) 2 NO ...(H99K) -1 RF ...(H99K) -2 DK ...(H99K)


NIS-2003-2 7 April 10, 2014

H99F

Did you buy more or sell more-----that is, overall, did you put new money into stocks, stock mutual funds, managed investment accounts or trusts, take money out of them, or put in about as much as you took out? INTERVIEWER: PLEASE PROBE IF DK.

1 PUT MONEY IN ...(H99G) 2 TAKE MONEY OUT ...(H99G1) 3 PUT IN ABOUT AS MUCH AS TOOK OUT ...(H100) -1 RF ...(H100) -2 DK ...(H100)

H99G

About how much more did you put in than you took out? INTERVIEWER: DO NOT PROBE DK/RF. AMOUNT:$____________ (15 digits) ... (H99GA)

-1 RF ...(H99GA) -2 DK ...(H99GA)

H99GA H99G CURRENCY

[CURRENCY PICK LIST] ... (H99H if H99G is -1 RF, -2 DK , else H100)

997 OTHER SPECIFY ...(H99GAOS) 995 NOT PAID IN CASH ... (H99H if H99G is -1 RF, -2 DK , else H100) -1 RF ... (H99H if H99G is -1 RF, -2 DK , else H100) -2 DK ... (H99H if H99G is -1 RF, -2 DK, else H100) H99GAOS


H99G1

About how much more did you take out than you put in? INTERVIEWER: DO NOT PROBE DK/RF. AMOUNT:$____________ (15 digits) ... (H99G1A)

-1 RF ...(H99G1A) -2 DK ...(H99G1A)


NIS-2003-2 8 April 10, 2014

H99G1A H99GI CURRENCY

[CURRENCY PICK LIST] ...(H99H if H99G1 is -1 RF, -2 DK else H100) 997 OTHER SPECIFY (H99G1AOS) 995 NOT PAID IN CASH ...(H99H if H99G1 is -1 RF, -2 DK else H100) -1 RF ...(H99H if H99G1 is -1 RF, -2 DK else H100) -2 DK ...(H99H if H99G1 is -1 RF, -2 DK, else H100) H99G1AOS


H99H


1 LESS THAN $10,000 ...(H99J) 2 ABOUT $10,000 ...(H100) 3 MORE THAN $10,000 ...(H99I) -1 RF ...(H100) -2 DK ...(H100)

H99I



H99J



H99K

Altogether, how much money including any automatic reinvestment did you [or your spouse or partner] put into that? $____________ (15 digits) ... (H99KA)

-1 RF ...(H99KA) -2 DK ...(H99KA)


NIS-2003-2 9 April 10, 2014

H99KA H99K CURRENCY [CURRENCY PICK LIST] ...(H99L if H99K is -1 RF, -2 DK else H100) 997 OTHER SPECIFY ...(H99KAOS) 995 NOT PAID IN CASH ...(H99L if H99K is -1 RF, -2 DK else H100) -1 RF ...(H99L if H99K is -1 RF, -2 DK else H100) -2 DK ...(H99L if H99K is -1 RF, -2 DK, else H100) H99KAOS


H99L


1 LESS THAN $25,000 ...(H99N) 2 ABOUT $25,000 ...(H100) 3 MORE THAN $25,000 ...(H99M) -1 RF ...(H100) -2 DK ...(H100)

H99M



H99N



H99P

Since [Month and Year, R1], have you [or your spouse or partner] sold any shares of stock in publicly held corporations or taken money out of any mutual funds, managed investment accounts or trusts?

1 YES ...(H99S) 2 NO ...(H100) -1 RF ...(H100) -2 DK ...(H100)


NIS-2003-2 10 April 10, 2014

H99S

Altogether, how much money did you [or your spouse or partner] get from that? $____________ (15 digits) ... (H99SA)

-1 RF ...(H99SA) -2 DK ...(H99SA)

H99SA H99S CURRENCY

[CURRENCY PICK LIST] ...(H99T if H99S is -1 RF, -2 DK, else H100) 997 OTHER SPECIFY ...(H99SAOS) 995 NOT PAID IN CASH ...(H99T if H99S is -1 RF, -2 DK, else H100) -1 RF ...(H99T if H99S is -1 RF, -2 DK, else H100) -2 DK ...(H99T if H99S is -1 RF, -2 DK, else H100) H99SAOS


H99T


1 LESS THAN $25,000 ...(H99V) 2 ABOUT $25,000 ...(H100) 3 MORE THAN $25,000 ...(H99U) -1 RF ...(H100) -2 DK ...(H100)

H99U



H99V




NIS-2003-2 11 April 10, 2014

H100

Aside from anything you have already told me about, do you [or your spouse or partner] have any corporate, municipal, government or foreign bonds, or bond funds? INTERVIEWER: DO NOT COUNT GOVERNMENT SAVINGS BONDS OR TREASURY BILLS.


H104_LG If you sold all those bonds or bond funds and paid off anything you owed on them, about how much would you have? INTERVIEWER: DO NOT PROBE DK/RF. INTERVIEWER: IF ANSWER IS LESS THAN ZERO, MARK LOSS AND ENTER AMOUNT OF LOSS, THEN PICK CURRENCY. IF ANSWER IS ZERO MARK EVEN, ENTER ZERO, THEN SUBMIT AND CONTINUE. FOR CURRENCY, US DOLLARS IS THE DEFAULT AND ONCE THE OTHER INFORMATION IS ENTERED YOU CAN HIT SUBMIT AND CONTINUE IF THE RESPONSE IS US DOLLARS. OTHERWISE SELECT FROM THE PICKLIST. 0 LOSS ...(H104) 1 GAIN ...(H104) 2 EVEN ...(H104) -1 RF ...(H104) -2 DK ...(H104)

H104

If you sold all those bonds or bond funds and paid off anything you owed on them, about how much would you have? INTERVIEWER: DO NOT PROBE DK/RF. $:____________ (15 digits) …(H104A)

-1 RF ...(H104A) -2 DK ...(H104A)

H104A H104 CURRENCY [CURRENCY PICK LIST] ...(H106, if H104 does not equal -1 RF, -2 DK else go to RANDOM

ASSIGNMENT based on #) 997 OTHER SPECIFY ...(H104AOS) 995 NOT PAID IN CASH ... (H106, if H104 does not equal -1 RF, -2 DK else go to RANDOM

ASSIGNMENT based on #) -1 RF ...(H106, if H104 does not equal -1 RF, -2 DK else go to RANDOM ASSIGNMENT based on


NIS-2003-2 12 April 10, 2014

#) -2 DK ...(H106, if H104 does not equal -1 RF, -2 DK, else go to RANDOM ASSIGNMENT based

on #) H104AOS





H105B



H105C



H105D




NIS-2003-2 13 April 10, 2014




H105C



H105D



H105A



H106

Do these bonds or bond funds pay any dividends or interest?

1 YES ...(H107) 2 NO ...(H112) -1 RF ...(H112) -2 DK ...(H112)


NIS-2003-2 14 April 10, 2014

H107




H108

Before any expenses or deductions, about how much did you receive ["in the"] last ["time period"] from that? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) …(H108A)

-1 RF ...(H108A) -2 DK ...(H108A)

H108A H108 CURRENCY [CURRENCY PICK LIST] ...(H109 if H108 is -1 RF or -2 DK, else H110) 997 OTHER SPECIFY ...(H108AOS) 995 NOT PAID IN CASH ...(H109 if H108 is -1 RF or -2 DK, else H110) -1 RF ...(H109 if H108 is -1 RF or -2 DK, else H110) -2 DK ...(H109 if H108 is -1 RF or -2 DK, else H110) H108AOS


H109

Did you get about the same amount each [time period]?

1 YES ...(H112) 2 NO ...(H110) -1 RF ...(H110) -2 DK ...(H110)


NIS-2003-2 15 April 10, 2014

H110

Before taxes and other deductions, about how much did you receive from these bonds or bond funds in the last twelve months? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. $:____________ (15 digits) ... (H110A)

-1 RF ...(H110A) -2 DK ...(H110A)

H110A H110 CURRENCY

[CURRENCY PICK LIST] ...(H111A if H110 is -1 RF, -2 DK, else H112)

997 OTHER SPECIFY ...(H110AOS) 995 NOT PAID IN CASH ...(H111A if H110 is -1 RF, -2 DK, else H112) -1 RF ...(H111A if H110 is -1 RF, -2 DK, else H112) -2 DK ...(H111A if H110 is -1 RF, -2 DK, else H112) H110AOS


H111A


1 LESS THAN $5,000 ...(H111C) 2 ABOUT $5,000 ...(H112) 3 MORE THAN $5,000 ...(H111B) -1 RF ...(H112) -2 DK ...(H112)

H111B




NIS-2003-2 16 April 10, 2014

H111C



H112

Aside from anything you have already told me about, do you [or your spouse or partner] have any checking or savings accounts or money market funds?

1 YES ...(H113) 2 NO ...(H124) -1 RF ...(H124) -2 DK ...(H124)

H113

Are these checking or savings accounts held in a bank or institution in the United States, a foreign country, or both?

1 UNITED STATES ONLY ...(H116_CHECK_X) 2 UNITED STATES AND FOREIGN COUNTRY ...(H115) 3 FOREIGN COUNTRY ONLY ...(H115) -1 RF ...(H116_CHECK_X) -2 DK ...(H116_CHECK_X)

H115

In what main country are these checking or savings accounts held?

[COUNTRY PICK LIST] ...(H116_CHECK_X) 997 OTHER SPECIFY ...(H115OS) 999 DECEASED ...(H116_CHECK_X) 995 NO OTHER COUNTRY ...(H116_CHECK_X) -1 RF ...(H116_CHECK_X) -2 DK ...(H116_CHECK_X) H115OS

OTHER SPECIFY____________ (30 Characters) …(H116_CHECK_X)

H116_CHECK_X CHK: H113 =1 OR 2 [RANGE X=1 to 2]

IF ( [LOOP_X]=1 and ([H113]=1 or [H113]=2)) then set to 1 (CONDITION APPLIES) ... (H116B_CHECK_X) IF ([LOOP_X] does not equal 1 and [H113] does not equal 1) then set to 1 (CONDITION APPLIES)... (H116B_CHECK_X) Otherwise, set to 2 (CONDITION DOES NOT APPLY)... (H124)


NIS-2003-2 17 April 10, 2014

H116B_CHECK_X CHK: H113=1 OR 2 [RANGE X=1]

If LOOP_X=1 and H113=1 or 2, then code currency = US dollars ... (H116A_X)

If you added up all such accounts [held in the United States/held in all foreign countries] about how much would they amount to right now? INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) …(H116B_X)

-1 RF... (H116B_X) -2 DK ...(H116B_X)

H116B_X H116A CURRENCY [RANGE X=1 to 2]

[CURRENCY PICK LIST] ...(If H116A_X equals -1 RF, -DK, go to RANDOM ASSIGNMENT based on #; else go to H118_X)

997 OTHER SPECIFY ...(H116BOS_X) 995 NOT PAID IN CASH ...(If H116A_X equals -1 RF, -DK, go to RANDOM ASSIGNMENT based

on #; else go to H118_X) -1 RF ...(If H116A_X equals -1 RF, -DK, go to RANDOM ASSIGNMENT based on #; else go to

H118_X) -2 DK ...(If H116A_X equals -1 RF, -DK, go to RANDOM ASSIGNMENT based on #; else go to

H118_X) H116BOS_X [RANGE X=1 to 2]

OTHER SPECIFY____________ (80 Characters) …(H118_X)

RANDOM ASSIGNMENT 1 H117A_X [RANGE X=1 to 2]

Does it amount to less than $5,000, more than $5,000, or what?

1 LESS THAN $5,000 ...(H118_X) 2 ABOUT $5,000 ...(H118_X) 3 MORE THAN $5,000 ...(H117B_X) -1 RF ...(H118_X) -2 DK ...(H118_X)

H116A_X [RANGE X=1 to 2]


NIS-2003-2 18 April 10, 2014

H117B_X [RANGE X=1 to 2]


1 LESS THAN $50,000 ...(H118_X) 2 ABOUT $50,000 ...(H118_X) 3 MORE THAN $50,000 ...(H117C_X) -1 RF ...(H118_X) -2 DK ...(H118_X)

H117C_X [RANGE X=1 to 2]


1 LESS THAN $150,000 ...(H118_X) 2 ABOUT $150,000 ...(H118_X) 3 MORE THAN $150,000 ...(H117D_X) -1 RF ...(H118_X) -2 DK ...(H118_X)

H117D_X [RANGE X=1 to 2]


1 LESS THAN $100,000 ...(H118_X) 2 ABOUT $100,000 ...(H118_X) 3 MORE THAN $100,000 ...(H118_X) -1 RF ...(H118_X) -2 DK ...(H118_X)

RANDOM ASSIGNMENT 2 H117B_X [RANGE X=1 to 2]


1 LESS THAN $50,000 ...(H117A_X) 2 ABOUT $50,000 ...(H118_X) 3 MORE THAN $50,000 ...(H117C_X) -1 RF ...(H118_X) -2 DK ...(H118_X)



1 LESS THAN $150,000 ...(H118_X) 2 ABOUT $150,000 ...(H118_X) 3 MORE THAN $150,000 ...(H117D_X) -1 RF ...(H118_X) -2 DK ...(H118_X)


NIS-2003-2 19 April 10, 2014







H118_X [RANGE X=1 to 2]

Do these accounts or money market funds [held in the United States/held in all foreign countries] pay any dividends or interest?

1 YES ...(H119_X) 2 NO ...(H124) -1 RF ...(H124) -2 DK ...(H124)



1 ACCUMULATES/REINVEST ...(H124) 2 MONTHLY ...(H120_X) 3 QUARTERLY ...(H120_X) 4 SIX MONTHS ...(H120_X) 5 YEARLY ...(H124) 97 OTHER ...(H119OS_X) -1 RF ...(H122_X) -2 DK ...(H122_X) H119OS_X [RANGE X=1 to 2]

OTHER SPECIFY____________ (80 Characters) ...(H120_X)


Before taxes and other deductions, about how much did you receive [“in the”] last [“time period”] from these accounts [held in the United States/held in all foreign countries]?


NIS-2003-2 20 April 10, 2014

INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) ... (H120A_X)

-1 RF ...(H120A_X) -2 DK ...(H120A_X)

H120A_X H120 CURRENCY [RANGE X=1 to 2] [CURRENCY PICK LIST] ... (H122_X if H120_X is -1 RF, -2 DK, else H121_X) 997 OTHER SPECIFY ...(H120AOS_X) 995 NOT PAID IN CASH ...(H122_X if H120_X is -1 RF, -2 DK, else H121_X) -1 RF ...(H122_X if H120_X is -1 RF, -2 DK, else H121_X) -2 DK ...(H122_X if H120_X is -1 RF, -2 DK, else H121_X) H120AOS_X [RANGE X=1 to 2]



Did you get about the same amount each [time period]?

1 YES ...(H124) 2 NO ...(H122_X) -1 RF ...(H122_X) -2 DK ...(H122_X)


Before taxes and other deductions, about how much did you receive from these accounts [held in the United States/held in all foreign countries] in the last twelve months? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) …(H122A_X)

-1 RF ...(H122A_X) -2 DK ...(H122A_X)

H122A_X H122 CURRENCY [RANGE X=1 to 2] [CURRENCY PICK LIST] ...(H123A_X if H122_X is -1 RF, -2 DK, else H124) 997 OTHER SPECIFY ...(H122AOS_X) 995 NOT PAID IN CASH ...(H123A_X if H122_X is -1 RF, -2 DK, else H124) -1 RF ...(H123A_X if H122_X is -1 RF, -2 DK, else H124) -2 DK ...(H123A_X if H122_Xis -1 RF, -2 DK, else H124)


NIS-2003-2 21 April 10, 2014

H122AOS_X




1 LESS THAN $2,000 ...(H123C_X) 2 ABOUT $2,000 ...(H124) 3 MORE THAN $2,000 ...(H123B_X) -1 RF ...(H124) -2 DK ...(H124)







H124

Aside from anything you have already told me about, do you [or your spouse or partner] have any money in CDs, Government Savings Bonds, or U.S. Treasury Bills?

1 YES ...(H126) 2 NO ...(H134) -1 RF ...(H134) -2 DK ...(H134)

H126

If you added up all such assets, about how much would they amount to right now? INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) ... (H126A)


NIS-2003-2 22 April 10, 2014

-1 RF ... (H126A) -2 DK ...(H126A)

H126A H126 CURRENCY [CURRENCY PICK LIST] ...(H128 if H126 is not -1 RF, -2 DK, otherwise go to RANDOM

ASSIGNMENT based on #) 997 OTHER SPECIFY ...(H126AOS) 995 NOT PAID IN CASH ...(H128 if H126 is not -1 RF, -2 DK, otherwise go to RANDOM

ASSIGNMENT based on #) -1 RF ...(H128 if H126 is not -1 RF, -2 DK, otherwise go to RANDOM ASSIGNMENT based on #) -2 DK ...(H128 if H126 is not -1 RF, -2 DK, otherwise go to RANDOM ASSIGNMENT based on #) H126AOS





H127B



H127C




NIS-2003-2 23 April 10, 2014

H127D






H127C



H127D



H127A




NIS-2003-2 24 April 10, 2014

H128

Do these CDs, government bonds, or treasury bills pay any dividends or interest?

1 YES ...(H129) 2 NO ...(H134) -1 RF ...(H134) -2 DK ...(H134)

H129




H130

Before taxes and other deductions, about how much did you receive last [time] from those accounts? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) …(H130A)

-1 RF ...(H130A)

.-2 DK ...(H130A)

H130A H130 CURRENCY [CURRENCY PICK LIST] ...(H132 if H130 is -1 RF, -2 DK, else H131) 997 OTHER SPECIFY ...(H130AOS) 995 NOT PAID IN CASH ... (H132 if H130 is -1 RF, -2 DK, else H131) -1 RF ...(H132 if H130 is -1 RF, -2 DK, else H131) -2 DK ...(H132 if H130 is -1 RF, -2 DK , else H131) H130AOS



NIS-2003-2 25 April 10, 2014

H131

Did you get about the same amount each [time]?

1 YES ...(H134) 2 NO ...(H132) -1 RF ...(H132) -2 DK ...(H132)

H132

Before taxes and other deductions, about how much did you receive from CD's, government bonds, or U.S. treasury bills in the last twelve months? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) …(H132A)

-1 RF ...(H132A) -2 DK ...(H132A)

H132A H132 CURRENCY [CURRENCY PICK LIST] …(H133A if H132 is -1 RF, -2 DK, else H134) 997 OTHER SPECIFY ...(H132AOS) 995 NOT PAID IN CASH …(H133A if H132 is -1 RF, -2 DK, else H134) -1 RF …(H133A if H132 is -1 RF, -2 DK, else H134) -2 DK …(H133A if H132 is -1 RF -2 DK, else H134) H132AOS


H133A




NIS-2003-2 26 April 10, 2014

H133B



H133C



H134

Do you [or your spouse or partner] own anything for transportation, like cars, trucks, a trailer, a motor home, a boat, or an airplane?

1 YES ...(H138) 2 NO ...(H140) -1 RF ...(H140) -2 DK ...(H140)

H138

What are those all worth altogether, minus anything you still owe on them? INTERVIEWER: DO NOT PROBE DK/RF. INTERVIEWER: IF ANSWER IS LESS THAN ZERO, MARK LOSS AND ENTER AMOUNT OF LOSS, THEN PICK CURRENCY. IF ANSWER IS ZERO MARK EVEN, ENTER ZERO, THEN SUBMIT AND CONTINUE. FOR CURRENCY, US DOLLARS IS THE DEFAULT AND ONCE THE OTHER INFORMATION IS ENTERED YOU CAN HIT SUBMIT AND CONTINUE IF THE RESPONSE IS US DOLLARS. OTHERWISE SELECT FROM THE PICKLIST. SEE HELP SCREEN FOR DETAILED EXAMPLE.

0 LOSS ...(H138A) 1 GAIN ...(H138A) 2 EVEN ...(H138A) -1 RF ...(H138A) -2 DK ...(H138A)


NIS-2003-2 27 April 10, 2014

H138A H138 AMOUNT

ENTER AMOUNT $:____________ (15 digits) …(H138B)

-1 RF …(H138B) -2 DK …(H138B)

H138B H138A CURRENCY

[CURRENCY PICK LIST] ...(If H138A equals -1 RF, -2 DK go RANDOM ASSIGNMENT based on #; else go to H140)

997 OTHER SPECIFY ...(H138BOS) 995 NOT PAID IN CASH ...(If H138A equals -1 RF, -2 DK go RANDOM ASSIGNMENT based on

#; else go to H140) -1 RF ...(If H138A equals -1 RF, -2 DK go RANDOM ASSIGNMENT based on #; else go to H140) -2 DK ...(If H138A equals -1 RF, -2 DK go RANDOM ASSIGNMENT based on #; else go to H140) H138BOS





H139B



H139C




NIS-2003-2 28 April 10, 2014




H139C



H139A



H140

Do you [or your spouse or partner] have any other savings or assets, such as jewelry, money owed to you by others, a collection for investment purposes, or rights in a trust or estate where you are the beneficiary that you haven't already told us about? INTERVIEWER: EXCLUDE THE CASH VALUE OF ANY LIFE INSURANCE POLICIES.


H141_LG

If you sold all that and then paid off any debts on it, about how much would you have? INTERVIEWER: DO NOT PROBE DK. INTERVIEWER: IF ANSWER IS LESS THAN ZERO, MARK LOSS AND ENTER AMOUNT OF LOSS, THEN PICK CURRENCY. IF ANSWER IS ZERO MARK EVEN, ENTER ZERO, THEN SUBMIT AND CONTINUE.


NIS-2003-2 29 April 10, 2014

FOR CURRENCY, US DOLLARS IS THE DEFAULT AND ONCE THE OTHER INFORMATION IS ENTERED YOU CAN HIT SUBMIT AND CONTINUE IF THE RESPONSE IS US DOLLARS. OTHERWISE SELECT FROM THE PICKLIST.

0 LOSS ...(H141) 1 GAIN ...(H141) 2 EVEN ...(H141) -1 RF ...(H141) -2 DK ...(H141)

H141 H140 NEW WORTH IS POSITIVE OR NEGATIVE-AMOUNT

$____________ (15 digits) …(H141A)

-1 RF ... (H141A) -2 DK .. (H141A)

H141A H141 CURRENCY

[CURRENCY PICK LIST] ...(If H141 equals -1 RF, -2 DK, go to RANDOM ASSIGMENT based on #; else go to H143)

997 OTHER SPECIFY ...(H141AOS) 995 NOT PAID IN CASH ...(If H141 equals -1 RF, -2 DK, go to RANDOM ASSIGMENT based on

#; else go to H143) -1 RF ... (If H141 equals -1 RF, -2 DK, go to RANDOM ASSIGMENT based on #; else go to H143)

-2 DK ... (If H141 equals -1 RF, -2 DK, go to RANDOM ASSIGMENT based on #; else go to H143) H141AOS





H142B




NIS-2003-2 30 April 10, 2014

H142C






H142C



H142A



H143

Do any of these other savings or assets pay any income?

1 YES ...(H144) 2 NO ...(H146) -1 RF ...(H146) -2 DK ...(H146)


NIS-2003-2 31 April 10, 2014

H144

Before taxes and other deductions, about how much income did you receive from these other assets in the last twelve months? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) …(H144A)

-1 RF ...(H144A) -2 DK ...(H144A)

H144A H144 CURRENCY [CURRENCY PICK LIST] (H145A if H144 is -1 RF, -2 DK, else H146) 997 OTHER SPECIFY ...(H144AOS) 995 NOT PAID IN CASH ...(H145A if H144 is -1 RF, -2 DK, else H146) -1 RF ...(H145A if H144 is -1 RF, -2 DK, else H146) -2 DK ...(H145A if H144 is -1 RF, -2 DK, else H146) H144AOS

OTHER SPECIFY ________________(80 Characters) …(H146)

H145A



H145B




NIS-2003-2 32 April 10, 2014

H145C



H146

Do you [or your spouse or partner] currently have any money or assets that are held in an Individual Retirement Account, that is, in an IRA or KEOGH account in the United States?

1 YES ...(H147) 2 NO ...(H153) -1 RF ...(H153) -2 DK ...(H153)

H147

About how much are in your IRA or KEOGH accounts at the present time? INTERVIEWER: DO NOT PROBE DK/RF. INTERVIEWER: AMOUNT IN U.S. DOLLARS. US $____________ (8 digits) …(H149)

-1 RF ...[assign random # 1-2; go to RANDOM ASSIGNMENT based on #] -2 DK ...[assign random # 1-2; go to RANDOM ASSIGNMENT based on #]




H148B


1 LESS THAN $25,000 ...(H149) 2 ABOUT $25,000 ...(H149) 3 MORE THAN $25,000 ...(H148C)


NIS-2003-2 33 April 10, 2014

-1 RF ...(H149) -2 DK ...(H149)

H148C



H148D






H148C



H148D




NIS-2003-2 34 April 10, 2014

H148A



H149

Is the money in these accounts invested mostly in stocks, mostly in interest-earning assets, is it about evenly split between these, or what?

1 MOSTLY OR ALL STOCKS ...(H150) 2 MOSTLY OR ALL INTEREST EARNING ...(H150) 3 EVENLY SPLIT ...(H150) 97 OTHER ...(H149OS) -1 RF ...(H150) -2 DK ...(H150)

H149OS


H150

Did you [or your spouse or partner] receive any income in the last twelve months from any of your IRA or KEOGH accounts?

1 YES ...(H151) 2 NO ...(H153) -1 RF ...(H153) -2 DK ...(H153)

H151

Before taxes and other deductions, about how much income did you receive from these IRA and/or KEOGH accounts in the last twelve months? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. INTERVIEWER: AMOUNT IN U.S. DOLLARS. US $____________ (15 digits) ... (H153)

-1 RF ...(H152A) -2 DK ...(H152A)


NIS-2003-2 35 April 10, 2014

H152A



H152B



H152C



H153

Do you [or your spouse or partner] currently have any money or assets that are held in a tax favored or tax protected savings account in a foreign country that you have not already told us about?

1 YES ...(H154) 2 NO ...(H160) -1 RF ...(H160) -2 DK ...(H160)

H154

About how much are in these tax favored or tax protected savings accounts at the present time? INTERVIEWER: DO NOT PROBE DK/RF. $____________ (15 digits) …(H154A)

-1 RF ... (H154A) -2 DK ...(H154A)


NIS-2003-2 36 April 10, 2014

H154A H154 CURRENCY [CURRENCY PICK LIST] ...(If H154 equals -1 RF, -2 DK go to RANDOM ASSIGNMENT based on

#; else go to H156) 997 OTHER SPECIFY ...(H154AOS) 995 NOT PAID IN CASH ...(If H154 equals -1 RF, -2 DK go to RANDOM ASSIGNMENT based on

#; else go to H156) -1 RF ...(If H154 equals -1 RF, -2 DK go to RANDOM ASSIGNMENT based on #; else go to H156) -2 DK ...(If H154 equals -1 RF, -2 DK go to RANDOM ASSIGNMENT based on #; else go to H156) H154AOS





H155B



H155C




NIS-2003-2 37 April 10, 2014

H155D






H155C



H155D



H155A




NIS-2003-2 38 April 10, 2014

H156

Is the money in these accounts invested mostly in stocks, mostly in interest-earning assets, is it about evenly split between these, or what?

1 MOSTLY OR ALL STOCKS ...(H157) 2 MOSTLY OR ALL INTEREST EARNING ...(H157) 3 EVENLY SPLIT ...(H157) 97 OTHER ...(H156OS) -1 RF ...(H157) -2 DK ...(H157) H156OS


H157

Did you [or your spouse or partner] receive any income in the last twelve months from any of these tax favored or tax protected savings accounts?

1 YES ...(H158) 2 NO ...(H160) -1 RF ...(H160) -2 DK ...(H160)

H158

Before taxes and other deductions, about how much income did you receive from these tax favored or tax protected savings accounts in the last twelve months? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) …(H158A)

-1 RF ...(H158A) -2 DK ...(H158A)

H158A H158 CURRENCY

[CURRENCY PICK LIST] ...(H159A if H158 is -1 RF, -2 DK else H160) 997 OTHER SPECIFY ...(H158AOS) 995 NOT PAID IN CASH ...(H159A if H158 is -1 RF, -2 DK else H160) -1 RF ...(H159A if H158 is -1 RF, -2 DK else H160) -2 DK ...(H159A if H158 is -1 RF, -2 DK, else H160) H158AOS

OTHER SPECIFY_____________(80 Characters) ...(H160)


NIS-2003-2 39 April 10, 2014

H159A



H159B



H159C



H160

And do you [or your spouse or partner] have any debts that we haven't asked about, such as medical debts, life insurance policy loans, loans from relatives, student loans, and so forth? Do not include loans for transportation or housing, or any credit card debt.

1 YES ...(H161) 2 NO ...(H163Z) -1 RF ...(H163Z) -2 DK ...(H163Z)

H161

Altogether, about how much would that amount to? INTERVIEWER: DO NOT PROBE DK/RF. $____________ (15 digits) …(H161A)

-1 RF …(H161A) -2 DK …(H161A)


NIS-2003-2 40 April 10, 2014

H161A H161 CURRENCY [CURRENCY PICK LIST] ...(If H161 equals -1 RF, -2 DK, go to RANDOM ASSIGNMENT based on

#; else go to H163_X) 997 OTHER SPECIFY ...(H161AOS) 995 NOT PAID IN CASH ...(If H161 equals -1 RF, -2 DK, go to RANDOM ASSIGNMENT based on

#; else go to H163_X) -1 RF ... (If H161 equals -1 RF, -2 DK, go to RANDOM ASSIGNMENT based on #; else go to

H163_X) -2 DK ...(If H161 equals -1 RF, -2 DK, go to RANDOM ASSIGNMENT based on #; else go to

H163_X) H161AOS



Does it amount to less than $500 more than $500, or what?

1 LESS THAN $500 ...(H163_X) 2 ABOUT $500 ...(H163_X) 3 MORE THAN $500 ...(H162B) -1 RF ...(H163_X) -2 DK ...(H163_X)

H162B


1 LESS THAN $5,000 ...(H163_X) 2 ABOUT $5,000 ...(H163_X) 3 MORE THAN $5,000 ...(H162C) -1 RF ...(H163_X) -2 DK ...(H163_X)

H162C




NIS-2003-2 41 April 10, 2014



1 LESS THAN $5,000 ...(H162A) 2 ABOUT $5,000 ...(H163_X) 3 MORE THAN $5,000 ...(H162C) -1 RF ...(H163_X) -2 DK ...(H163_X)

H162C



H162A

Does it amount to less than $500 more than $500, or what?

1 LESS THAN $500 ...(H163_X) 2 ABOUT $500 ...(H163_X) 3 MORE THAN $500 ...(H163_X) -1 RF ...(H163_X) -2 DK ...(H163_X)

H163_X (H163_X_Y, year) [REPEAT FOR UP TO FIVE LOANS] [RANGE X=1 to 5]

[For each of these other debts, I would like to ask you the following questions.]

[Starting with the oldest loan you currently have, in what year did you incur this (next) debt?]([loop_x]) _________(YEAR) [Respondent Date of Birth] to [Date of Interview] …(H163A_X)

-1 RF ...(H163A_X) -2 DK ...(H163A_X)


How much did you borrow? $____________ (15 digits) …(H163B_X)

-1 RF ...(H163B_X) -2 DK ...(H163B_X)


NIS-2003-2 42 April 10, 2014

H163B_X H163A CURRENCY [RANGE X=1 to 5]

[CURRENCY PICK LIST] …(H163D_X) 997 OTHER SPECIFY ...(H163BOS_X) 995 NOT PAID IN CASH …(H163D_X) -1 RF …(H163D_X) -2 DK …(H163D_X) H163BOS_X

OTHER SPECIFY____________ (80 Characters) …(H163D_X)


How much [in US Currency]([loop_x]) do you still owe? $____________ (15 digits) …(H163E_X)

-1 RF ...(H163E_X) -2 DK ...(H163E_X)

H163E_X [RANGE X=1 to 5]

Who did you borrow this from?

1 RELATIVE ...(H163G_X) 2 CURRENT EMPLOYER ...(H163S_X) 3 PAST EMPLOYER ...(H163S_X) 4 BANK ...(H163S_X) 5 ROTATING CREDIT SOCIETY ...(H163S_X) 6 CREDIT CARD ...(H163S_X) 97 OTHER SPECIFY ...(H163EOS_X) -1 RF ...(H163S_X) -2 DK ...(H163S_X)

H163EOS_X [RANGE X=1 to 4]

OTHER SPECIFY____________ (80 Characters) …(H163S_X)

H163G_X [RANGE X=1 to 2]

Is this someone that you have already told us about?

1 YES ...(H163H_X) 2 NO ...(H163I_X) -1 RF ...(H163I_X) -2 DK ...(H163I_X)


NIS-2003-2 43 April 10, 2014

H163H_X [RANGE X=1 to 2]

Who?

Roster Line 1_____________________________ ... (H163I_X)

Roster Line 2-61_____________________________ ... (H163S_X)

-1 RF ...(H163I_X) -2 DK ...(H163I_X)

H163I_X [RANGE X=1 to 2]

Could you please give me the full name of this person, starting with the family name?

____________ (40 Characters) ... (H163J_X)

-1 RF ...(H163J_X) -2 DK ...(H163J_X)

H163J_X [RANGE X=1 to 2]

What is that person's given, or first name?

____________ (40 Characters) …(H163M_X)

-1 RF ...(H163M_X) -2 DK ...(H163M_X)

H163M_X [RANGE X=1 to 2]

What is ["this person"]([loop_x])'s relationship to you?

[RELATIONSHIP PICK LIST] ...(H163O_X) 97 OTHER (SPECIFY) ...(H163MOS_X) 95 NO ONE ELSE ...(H163O_X)

-1 RF ...(H163O_X) -2 DK ...(H163O_X) H163MOS_X

OTHER SPECIFY____________ (80 Characters) ...(H163O_X)


NIS-2003-2 44 April 10, 2014

H163O_X [RANGE X=1 to 2]

I can't always tell from a name, is ["this person"]([loop_x]) male or female?

1 MALE ...(H163P_X) 2 FEMALE ...(H163P_X) 3 NEED GENDER ...(H163P_X) -1 RF ...(H163P_X) -2 DK ...(H163P_X)

H163P_X (H163P_X_Y, year) [RANGE X=1 to 2]

In what year was ["this person"]([loop_x]) born? _________(YEAR) 1890 to [Date of Interview] (H163Q_X)

-1 RF ...(H163Q_X) -2 DK ...(H163Q_X)

H163Q_X [RANGE X=1 to 2]

In what country was [“name of lender”]([loop_x]) born?

[COUNTRY PICK LIST] ...(H163S_X) 997 OTHER SPECIFY ...(H163QOS_X) 999 DECEASED ...(H163S_X) 995 NO OTHER COUNTRY ...(H163S_X) -1 RF ...(H163S_X) -2 DK ...(H163S_X) H163QOS_X

OTHER SPECIFY____________ (80 Characters) ...(H163S_X)

H163S_X [RANGE X=1 to 5]

In what country is this loan held? INTERVIEWER: IF LENDER IS PERSON - WHERE THAT PERSON IS LIVING. IF LENDER IS INSTITUTION - WHERE THAT INSTITUTION IS LOCATED.

[COUNTRY PICK LIST] ...(H163U_X) 997 OTHER SPECIFY ...(H163SOS_X) 999 DECEASED ...(H163U_X) 995 NO OTHER COUNTRY ...(H163U_X) -1 RF ...(H163U_X) -2 DK ...(H163U_X)


NIS-2003-2 45 April 10, 2014

H163SOS_X [RANGE X=1]

OTHER SPECIFY____________ (80 Characters) …(H163U_X)

H163U_X [RANGE X=1 to 5]

What is the current interest rate on that loan? %____________ (3 digits and 2 decimal places) … (H163V_X)

-1 RF ...(H163V_X) -2 DK ...(H163V_X)

H163V_X [RANGE X=1 to 5]

What is the total length of that loan? ____________ (3 digits and 2 decimal places) …(H163W_X)

-1 RF ...(H163W_X)

-2 DK ...(H163W_X)

H163W_X [RANGE X=1 to 5]

UNITS:

1 WEEKS ...(H163Y_X) 2 MONTHS ...(H163Y_X) 3 YEARS ...(H163Y_X) 97 OTHER ...(H163WOS_X) -1 RF ...(H163Y_X) -2 DK ...(H163Y_X) H163WOS_X [RANGE X=1 to 3]

OTHER SPECIFY____________ (80 Characters) …(H163Y_X)

H163Y_X [RANGE X=1 to 5]

Do you currently have another loan that you have not told me about?

1 YES ...(H163Z) 2 NO ...(H163Z) -1 RF ...(H163Z) -2 DK ...(H163Z)


NIS-2003-2 46 April 10, 2014

H163Z

Now I want to ask you about any credit card debt you may have. Do you currently have any credit card debt, that is, do you carry a balance on any credit card from one month to the next?

1 YES ...(H163Z1) 2 NO ...(H164) -1 RF ...(H164) -2 DK ...(H164)

H163Z1

How much credit card debt do you have in total? $____________ (15 digits) …(H163Z2)

-1 RF ...(H163Z2) -2 DK ...(H163Z2)

H163Z2 CURRENCY H163Z1 [CURRENCY PICK LIST] ...(H164) 997 OTHER SPECIFY ...(H163Z2OS) 995 NOT PAID IN CASH ...(H164) -1 RF ...(H164) -2 DK ...(H164) H163Z2OS


H164

Other than income you have already told me about, did you [or your spouse or partner] receive any income from trust funds or royalties in the last twelve months?

1 YES ...(H165) 2 NO ...(H166) -1 RF ...(H166) -2 DK ...(H166)

H165

Before taxes and other deductions, how much did you ["and your spouse or partner"] receive altogether in the last twelve months? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. $____________ (15 digits) …(H165A)

-1 RF ...(H165A) -2 DK ...(H165A)


NIS-2003-2 47 April 10, 2014

H165A H165 CURRENCY [CURRENCY PICK LIST] ...(H166) 997 OTHER SPECIFY ...(H165AOS) 995 NOT PAID IN CASH ...(H166) -1 RF ...(H166) -2 DK ...(H166)

H165AOS


H166

Other than income you have already told me about, did you [or your spouse or partner] receive any income from alimony or child support payments?

1 YES ...(H167) 2 NO ...(H168) -1 RF ...(H168) -2 DK ...(H168)

H167

How much did you ["and your spouse or partner"] receive altogether from these sources in the last twelve months? $____________ (15 digits) ...(H167A)

-1 RF ...(H167A) -2 DK ...(H167A)

H167A H167 CURRENCY

[CURRENCY PICK LIST] ...(H168) 997 OTHER SPECIFY ...(H167AOS) 995 NOT PAID IN CASH ...(H168) -1 RF ...(H168) -2 DK ...(H168)

H167AOS


H168

Other than income you have already told me about, did you ["and your spouse or partner"] receive any other income in the last twelve months, for example, from odd jobs, consulting fees, and so forth? INTERVIEWER: DO NOT INCLUDE FINANCIAL SUPPORT FROM RELATIVES OR FRIENDS.


NIS-2003-2 48 April 10, 2014

1 YES ...(H169) 2 NO ...(H170) -1 RF ...(H170) -2 DK ...(H170)

H169

Before taxes and other deductions, how much did you ["and your spouse or partner"] receive altogether from these other sources in the last twelve months? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. $____________ (15 digits) …(H169A)

-1 RF ...(H169A) -2 DK ...(H169A)

H169A CURRENCY H169 [CURRENCY PICK LIST] ...(H170) 997 OTHER SPECIFY ...(H169AOS) 995 NOT PAID IN CASH ...(H170) -1 RF ...(H170) -2 DK ...(H170)

H169AOS


H170

Did you [or your spouse or partner] receive U.S. government food stamps or participate in the Supplemental Food Program for Women, Infants, and Children, also called WIC at any time during the last twelve months?

1 YES ...(H171) 2 NO ...(H174) -1 RF ...(H174) -2 DK ...(H174)

H171

How many dollars' worth of food stamps did you [or your spouse or partner] receive during the last twelve months? INTERVIEWER: AMOUNT IN U.S. DOLLARS. US $____________ (5 digits) ...(H174)

-1 RF ...(H174) -2 DK ...(H174)


NIS-2003-2 49 April 10, 2014

H174

Are you [or your spouse or partner] currently receiving any income from firm or occupational retirement pensions? Do not include any pensions from working for the government. INTERVIEWER: THIS INCLUDES STATE AND LOCAL GOVERNMENTS AS WELL. INTERVIEWER: DO NOT INCLUDE ANY LUMP-SUM PENSION PAYMENTS. DO NOT INCLUDE ANY MILITARY PENSION REPORTED EARLIER.

1 YES ...(H175_CHECK) 2 NO ...(H182) -1 RF ...(H182) -2 DK ...(H182)

H175_CHECK CHK: RESPONDENT NOT MARRIED

[MARITAL_STATUS] does not equal 1 AND [MARITAL_STATUS] does not equal 2

1 CONDITION APPLIES ... (H176_GET_IN_X)

2 CONDITION DOES NOT APPLY ... (H175)

H175

Who receives that (H174)?

1 RESPONDENT ONLY ...(H176_GET_IN_X) 2 SPOUSE/PARTNER ONLY ...(H176_GET_IN_X) 3 BOTH ...(H176_GET_IN_X) -1 RF ...(H176_GET_IN_X) -2 DK ...(H176_GET_IN_X)

H176_GET_IN_X CHK: H176 PENSIONS [RANGE X=1 to 2]

IF ([LOOP_X]=1 AND [H175] does not equal 2, THEN ASSIGN A 1...(H176_X) IF ([LOOP_X]=2 AND ([H175]=2 or [H175]=3 =THEN ASSIGN A 1 ...(H176_X) ELSE ASSIGN A 2... (H182)


[First I will ask about your retirement pensions, then about your spouse's. Do you (LOOP_X) or your spouse or partner (LOOP_X) receive income from more than one firm or occupational retirement pension?

1 YES ...(H177_X) 2 NO ...(H177_X) -1 RF ...(H182) -2 DK ...(H182)


NIS-2003-2 50 April 10, 2014


["Are these retirement pensions held in the United States, a foreign country, or both?", "Is this retirement pension held in the United States or a foreign country?"]([LOOP_X])

1 UNITED STATES ONLY ...(H180_SKIP_ONLOOP_X_Y) 2 UNITED STATES AND FOREIGN COUNTRY ...(H179_X) 3 FOREIGN COUNTRY ONLY ...(H179_X) -1 RF ...(H180_SKIP_ONLOOP_X_Y) -2 DK ...(H180_SKIP_ONLOOP_X_Y)


In what main country ["are these pensions" or "is this pension"]([LOOP_X]) held?

[COUNTRY PICK LIST] ...(H180_SKIP_ONLOOP_X_Y) 997 OTHER SPECIFY ...(H179OS_X) 999 DECEASED ...(H180_SKIP_ONLOOP_X_Y) 995 NO OTHER COUNTRY ...(H180_SKIP_ONLOOP_X_Y) -1 RF ...(H180_SKIP_ONLOOP_X_Y) -2 DK ...(H180_SKIP_ONLOOP_X_Y) H179OS_X [RANGE X=1]

OTHER SPECIFY____________ (80 Characters) …(H180_SKIP_ONLOOP_X_Y)

H180_SKIP_ONLOOP_X_Y SKIP ON LOOP NUMBER AND H177 [RANGE X=1 to 2 RANGE Y=1 to 2]

IF ([LOOP_X] =1 and ([H177]([LOOP_X])=( -2, -1, 1, 2) ASSIGN A 1 (H180_X_Y) IF ([H177]([LOOP_X])=(2, 3) ASSIGN A 1 ... (H180_X_Y) ELSE ASSIGN A 2 ... (H182)

H180_X_Y [RANGE X=1 to 2 RANGE Y=1 to 2]

Before taxes and other deductions, how much did ["you or your spouse"]([LOOP_X]) receive last month from all [US or Foreign]([LOOP_X]:[LOOP_Y]) pensions? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) …(H180A_X_Y)

-1 RF ...(H180A_X_Y) -2 DK ...(H180A_X_Y)


NIS-2003-2 51 April 10, 2014

H180A_X_Y H180 CURRENCY [RANGE X=1 to 2, RANGE Y=1 to 2] [CURRENCY PICK LIST] ...(H181A_X_Y if H180_X_Y is -1 RF, -2 DK, else H182) 997 OTHER SPECIFY ...(H180AOS_X_Y) 995 NOT PAID IN ...(H182) -1 RF ...(H181A_X_Y if H180_X_Y is -1 RF, -2 DK, else H182) -2 DK ...(H181A_X_Yif H180_X_Y is -1 RF, -2 DK, else H182)

H180AOS_X_Y


H181A_X_Y [RANGE X=1 to 2, RANGE Y=1]


1 LESS THAN $1,000 ...(H181D_X_Y) 2 ABOUT $1,000 ...(H182) 3 MORE THAN $1,000 ...(H181B_X_Y) -1 RF ...(H182) -2 DK ...(H182)

H181B_X_Y [RANGE X=1, RANGE Y=1]


1 LESS THAN $2,000 ...(H182) 2 ABOUT $2,000 ...(H182) 3 MORE THAN $2,000 ...(H181C_X_Y) -1 RF ...(H182) -2 DK ...(H182)

H181C_X_Y


1 LESS THAN $4,000 ...(H182) 2 ABOUT $4,000 ...(H182) 3 MORE THAN $4,000 ...(H182) -1 RF ... (H182) -2 DK ...(H182)

H181D_X_Y

Did it amount to less than $500, more than $500, or what?

1 LESS THAN $500 ...(H182) 2 ABOUT $500 ...(H182) 3 MORE THAN $500 ...(H182) -1 RF ...(H182) -2 DK ...(H182)


NIS-2003-2 52 April 10, 2014

H182

Are you [or your spouse or partner] currently receiving any income from a state, local, or federal government pension in the United States or from a pension from working for a government in a foreign country? INTERVIEWER: DO NOT INCLUDE ANY LUMP-SUM PENSION PAYMENTS. DO NOT INCLUDE ANY MILITARY PENSION REPORTED EARLIER.

1 YES ...(H183_CHECK) 2 NO ...(H190) -1 RF ...(H190) -2 DK ...(H190)

H183_CHECK CHK: RESPONDENT NOT MARRIED

[MARITAL_STATUS] DOES NOT EQUAL 1 AND [MARITAL_STATUS] DOES NOT EQUAL 2

1 CONDITION APPLIES ...(H184_GET_IN_X) 2 CONDITION DOES NOT APPLY ...(H183)

H183

Who receives that (H182)?

1 RESPONDENT ONLY ...(H184_GET_IN_X) 2 SPOUSE/PARTNER ONLY ...(H184_GET_IN_X) 3 BOTH ...(H184_GET_IN_X) -1 RF ...(H184_GET_IN_X) -2 DK ...(H184_GET_IN_X)

H184_GET_IN_X CHK: H184 PENSIONS [RANGE X=1 to 2]

IF ([LOOP_X]=1 AND [H183] does not equal 2 THEN ASSIGN A 1 ...(H184_X) IF ([LOOP_X]=2 AND ([H183]=2 or [H183]=3) THEN ASSIGN A 1...(H184_X) ELSE ASSIGN A 2... (H190)


["Do you or your spouse or partner"]([LOOP_X]) receive income from more than one retirement pension?

1 YES ...(H185_X) 2 NO ...(H185_X) -1 RF ...(H185_X) -2 DK ...(H185_X)


["Are these retirement pensions held in the United States, a foreign country, or both?" or "Is this retirement pension held in the United States or a foreign country?"]([LOOP_X])

1 UNITED STATES ONLY ...(H186_X) 2 UNITED STATES AND FOREIGN COUNTRY ...(H186_X) 3 FOREIGN COUNTRY ONLY ...(H187_X) -1 RF ...(H188_SKIP_ONLOOP_X_Y)


NIS-2003-2 53 April 10, 2014

-2 DK ...(H188_SKIP_ONLOOP_X_Y)


In what main state are these pensions held?

[STATES PICK LIST] ...(H186_CHECK_X) 97 OTHER (SPECIFY) ...(H186OS_X) -1 RF ...(H186_CHECK_X) -2 DK ...(H186_CHECK_X) H186OS_X

OTHER SPECIFY____________ (30 Characters) …(H186_CHECK_X)

H186_CHECK_X CHK: H185 US AND FOREIGN [RANGE X=1 to 2]

[H185: WHERE GOVERNMENT PENSION HELD]([LOOP_X])

1 UNITED STATES ONLY ...(H188_SKIP_ONLOOP_X_Y) 2 UNITED STATES AND FOREIGN COUNTRY ...(H187_X) 3 FOREIGN COUNTRY ONLY ...(H188_SKIP_ONLOOP_X_Y)


In what main country [“are these pensions" or "is this pension"]([LOOP_X]) held?

[COUNTRY PICK LIST] ...(H188_SKIP_ONLOOP_X_Y) 997 OTHER SPECIFY ...(H187OS_X) 999 DECEASED ...(H188_SKIP_ONLOOP_X_Y) 995 NO OTHER COUNTRY ...(H188_SKIP_ONLOOP_X_Y) -1 RF ...(H188_SKIP_ONLOOP_X_Y) -2 DK ...(H188_SKIP_ONLOOP_X_Y) H187OS_X

OTHER SPECIFY____________ (80 Characters) ...(H188_SKIP_ONLOOP_X_Y)

H188_SKIP_ONLOOP_X_Y [RANGE X=1 to 2, RANGE Y=1 to 2]

IF ([LOOP_X] = 1 AND ([H185]([LOOP_X]) =( -2, -1, 1, 2) THEN ASSIGN A 1... (H188_X_Y) IF ([H185]([LOOP_X])=( 2, 3)) THEN ASSIGN A 1 ... (H188_X_Y) ELSE ASSIGN A 2...(H190)

H188_X_Y [RANGE X=1 to 2, RANGE Y=1 to 2]

Before taxes and other deductions, how much did ["you or your spouse or partner"]([LOOP_X]:[LOOP_Y]) receive last month from all ["US" or "FOREIGN"]([LOOP_X]:[LOOP_Y]) government pensions? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS.


NIS-2003-2 54 April 10, 2014

INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) …(H188A_X_Y)

-1 RF ...(H188A_X_Y) -2 DK ...(H188A_X_Y)

H188A_X_Y H188 CURRENCY [RANGE X=1 to 2, RANGE Y=1 to 2] [CURRENCY PICK LIST] ...(H189A_X_Y if H188_X_Y is -1 RF, -2 DK, else H190) 997 OTHER SPECIFY ...(H188AOS_X_Y) 995 NOT PAID IN CASH ...(H189A_X_Y if H188_X_Y is -1 RF, -2 DK, else H190) -1 RF ...(H189A_X_Y if H188_X_Y is -1 RF, -2 DK, else H190) -2 DK ...(H189A_X_Y if H188_X_Yis -1 RF, -2 DK, else H190) H188AOS_X_Y


H189A_X_Y [RANGE X=1 to 2, RANGE Y=1 to 2]


1 LESS THAN $1,000 ...(H189D_X_Y) 2 ABOUT $1,000 ...(H190) 3 MORE THAN $1,000 ...(H189B_X_Y) -1 RF ...(H190) -2 DK ...(H190)

H189B_X_Y


1 LESS THAN $2,000 ...(H190) 2 ABOUT $2,000 ...(H190) 3 MORE THAN $2,000 ...(H189C_X_Y) -1 RF ...(H190) -2 DK ...(H190)

H189C_X_Y




NIS-2003-2 55 April 10, 2014

H189D_X_Y [RANGE X=1 RANGE Y=1]



H190

Aside from anything you have already told me about, are you [or your spouse or partner] currently receiving any income from annuities? INTERVIEWER: DO NOT INCLUDE SOCIAL SECURITY.

1 YES ...(H191) 2 NO ...(H194_MR2POS_X) -1 RF ...(H194_MR2POS_X) -2 DK ...(H194_MR2POS_X)

H191

Before taxes and other deductions, how much did you ["and your spouse or partner"] receive last month from all annuities? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: ENTER 0 IF ANNUITY PAYMENTS HAVE NOT YET STARTED. INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) …(H191A)

-1 RF ...(H192A) -2 DK ...(H192A)

H191A H190 CURRENCY

[CURRENCY PICK LIST] ...(H192A if H191 is -1 RF, -2 DK, else H193) 997 OTHER SPECIFY ...(H191AOS) 995 NOT PAID IN CASH ...(H192Aif H191 is -1 RF, -2 DK, else H193) -1 RF ...(H192Aif H191 is -1 RF, -2 DK, else H193) -2 DK ...(H192Aif H191 is -1 RF, -2 DK, else H193) H191AOS



NIS-2003-2 56 April 10, 2014

H192A


1 LESS THAN $1,000 ...(H192D) 2 ABOUT $1,000 ...(H193) 3 MORE THAN $1,000 ...(H192B) -1 RF ...(H193) -2 DK ...(H193)

H192B



H192C



H192D



H193 (H193_M H193_Y, month, year)

In what year did you start to receive that annuity payment? _____(MONTH) ______(YEAR) [Respondent Date of Birth] to [Date of Interview]...(H194_MR2POS_X)

-1 RF ...(H194_MR2POS_X) -2 DK ...(H194_MR2POS_X)


NIS-2003-2 57 April 10, 2014

H194_MR2POS_X MEGA2 ROSTER POSITION H194 LOOP [RANGE X=1 to 58]

Mega2 Roster Position on Primary Respondent's mega roster of referenced person in H194* through H197D.

______________ 1 TO 61 …(H194_RELATION_CHECK_X)

H194_RELATION_CHECK_X CHK: H194 SPOUSE/PARTNER [RANGE X=1 to 60]

IS ([MEGA2_RELATION: RELATIONSHIP OF ROSTER MEMBER TO RESPONDENT]([LOOP_X])= (1, 2, 43, 81) ?

1 CONDITION APPLIES … (H198)

2 CONDITION DOES NOT APPLY… (H194_AGE_CHECK_X)

H194_AGE_CHECK_X CHK: H194 AGE OF PERSON (IS PERSON ABOVE 16 YEARS OLD?) [RANGE X=1 to 60]

[MEGA2_AGE: AGE OF PERSON IN MEGA ROSTER ([LOOP_X]) > 16

1 CONDITION APPLIES … (H194_STATUS2_CHECK_X)

2 CONDITION DOES NOT APPLY … (H198)

H194_STATUS2_CHECK_X CHK: HOUSHOLD STATUS [RANGE X=1 to 60]

[MEGA2_STATUS2: HOUSEHOLD STATUS IN R2]([LOOP_X])

0 NOT A CURRENT HH MEMBER …(H198) 1 CURRENT HH MEMBER … (H194_X) 2 PREV HH MEMBER, BUT NO LONGER HERE … (H198) 5 INTERVIEWER ERROR. THE SYSTEM WILL DELETE THIS ENTRY. … (H198) 97: CHILD NOT LIVING W/RESP OR W/RELATIVE … (H198) 99 DECEASED …(H198)


During the last twelve months, did [household member’s first name]([LOOP_X]) do any work for pay?

1 YES ...(H195_X) 2 NO ...(H198) -1 RF ...(H198) -2 DK ...(H198)


NIS-2003-2 58 April 10, 2014


Before taxes and other deductions, about how much money did ["he" or "she"]([LOOP_X]) earn from all jobs in the last twelve months? INTERVIEWER: DO NOT INCLUDE JOB INCOME OF R OR SPOUSE. INTERVIEWER: DO NOT PROBE DK. $____________ (15 digits) …(H195A_X)

-1 RF ...(H195A_X) -2 DK ...(H195A_X)

H195A_X H195 CURRENCY [RANGE X=1 to 58] [CURRENCY PICK LIST] ...(H197A_X if H195_Xis -1 RF, -2 DK, else H198) 997 OTHER SPECIFY ...(H195AOS_X) 995 NOT PAID IN CASH ...(H197A_X if H195_Xis -1 RF, -2 DK, else H198) -1 RF ...(H197A_X if H195_Xis -1 RF, -2 DK, else H198) -2 DK ...(H197A_X if H195_X is -1 RF, -2 DK, else H198)

H195AOS_X

Other Specify ____________(80 Characters) …(H198)



1 LESS THAN $5,000 ...(H197D_X) 2 ABOUT $5,000 ...(H198) 3 MORE THAN $5,000 ...(H197B_X) -1 RF ...(H198) -2 DK ...(H198)



1 LESS THAN $25,000 ...(H198) 2 ABOUT $25,000 ...(H198) 3 MORE THAN $25,000 ...(H197C_X) -1 RF ...(H198) -2 DK ...(H198)


NIS-2003-2 59 April 10, 2014







H198

Not including job income and before taxes and other deductions, about how much in total did other members of your family living in this household receive in the last twelve months from all other income sources? INTERVIEWER: WE WANT THE AMOUNT BEFORE ANY DEDUCTIONS. INTERVIEWER: DO NOT PROBE DK. INTERVIEWER: IF NOTHING, ENTER "0". $____________ (15 digits) …(H198A)

-1 RF ...(H198A) -2 DK ...(H198A)

H198A H198 CURRENCY [CURRENCY PICK LIST] ...(H199A if H198 is -1 RF, -2 DK , else H200) 997 OTHER SPECIFY ...(H198AOS) 995 NOT PAID IN CASH ...(H199A if H198 is -1 RF, -2 DK , else H200) -1 RF ...(H199A if H198 is -1 RF, -2 DK ,else H200) -2 DK ...(H199A if H198 is -1 RF, -2 DK, else H200) H198AOS



NIS-2003-2 60 April 10, 2014

H199A


1 LESS THAN $10,000 ...(H199D) 2 ABOUT $10,000 ...(H200) 3 MORE THAN $10,000 ...(H199B) -1 RF ...(H200) -2 DK ...(H200)

H199B



H199C



H199D



H200

Did you [or your spouse or partner] file a United States federal income tax return form for the year 2006?

1 YES ...(H201) 2 NO ...(H202_CHECK) -1 RF ...(H202_CHECK) -2 DK ...(H202_CHECK)


NIS-2003-2 61 April 10, 2014

H201

Did you ["and your spouse or partner"] itemize deductions on your 2006 federal income tax, (such as property taxes, interest payments, medical expenses, and charitable contributions)?

1 YES ...(H202_CHECK) 2 NO ...(H202_CHECK) 3 DID/WILL NOT FILE ...(H202_CHECK) -1 RF ...(H202_CHECK) -2 DK ...(H202_CHECK)

H202_CHECK CHK: H202 INTTYPE ([Sample Type] = [NAMC]) or ([Sample Type] = [NEWCP]) ASSIGN A 1...(NEXT SECTION) ([Respondent] is a [Spouse of NAMC or NEWCP] = [NAMC]) ASSIGN A 1...(NEXT SECTION) Else assign a 2...(H202)

H202

{MA} {CP} {SP} Since [Month and Year, R1], did you ["and your spouse or partner"] use up any of your investments or savings to pay for expenses, not counting any money or assets that you have given away to (children or) others?

1 YES ...(H204) 2 NO ...(H204) 6 DON’T HAVE ASSETS ...(H204) 7 OTHER (SPECIFY) ...(H202OS) -1 RF ...(H204) -2 DK ...(H204) H202OS

{MA} {CP} {SP}


H204

{MA} {CP} {SP} Aside from any money put into pension accounts, IRAs, or Keoghs, did you [or your spouse] put any new money into any saving or investment accounts since [Month and Year, R1]? INTERVIEW: DO NOT INCLUDE DIVIDENDS AND INTEREST THAT ARE REINVESTED

1 YES ...(H206_CHECK) 2 NO ...(H206_CHECK) 6 DON’T HAVE ASSETS ...(H206_CHECK) 7 OTHER (SPECIFY) ...(H204OS) -1 RF ...(H206_CHECK) -2 DK ...(H206_CHECK)


NIS-2003-2 62 April 10, 2014

H204OS

{MA} {CP} {SP}

OTHER SPECIFY____________ (80 Characters) …(H206_CHECK)

H206_CHECK CHK: H202 INVESTMENT USED UP

{MA} {CP} {SP}

[H202: SINCE MONTH AND YEAR, R1, ANY ASSETS USED TO PAY EXPENSES?]

1 YES …(H206) 2 NO … (H208_CHECK) 6 DON'T HAVE ASSETS … (H208_CHECK) 7 OTHER (SPECIFY) …(H208_CHECK)

H206

{MA} {CP} {SP} Overall, would you say that since [Month and Year, R1] you ["and your spouse or partner"] have used up more of your investments or savings than you have added to them in new money, that you have added more to savings and investments than you have used up, or what?

1 USED UP MORE THAN ADDED ...(H208_CHECK) 2 CAME ABOUT EVEN ...(H208_CHECK) 3 ADDED MORE THAN USED UP ...(H208_CHECK) 4 OTHER (SPECIFY) ...(H206OS) -1 RF ...(H208_CHECK) -2 DK ...(H208_CHECK) H206OS

{MA} {CP} {SP}

OTHER SPECIFY____________ (80 Characters) …(H208_CHECK)

H208_CHECK CHK: RESPONDENT DOESN'T HAVE ASSETS

{MA} {CP} {SP}

[H202]=6 or [H204]=6

1 CONDITION APPLIES ... (H218) 2 CONDITION DOES NOT APPLY ... (H208)


NIS-2003-2 63 April 10, 2014

H208

{MA} {CP} {SP} People sometimes receive large amounts of money or property in the form of an inheritance. Since [Month and Year, R1] have you [or your spouse or partner] received money or property in the form of an inheritance? INTERVIEWER: 'LARGE' = $10,000 OR MORE.

1 YES ...(H213) 2 NO ...(H218) -1 RF ...(H218) -2 DK ...(H218)

H213

{MA} {CP} {SP} About how much did you [or your spouse or partner] receive from that inheritance? INTERVIEWER: TAKE ALL INHERITANCES TOGETHER AS A GROUP. INTERVIEWER: DO NOT PROBE DK/RF. $____________ (15 digits and 2 decimal places) …(H214)

-1 RF ...(H214) -2 DK ...(H214)

H214 H213 CURRENCY {MA} {CP} {SP}

[CURRENCY PICK LIST] ...(H216 if H213 is -1 RF, -2 DK, else H217_CHECK) 997 OTHER SPECIFY ...(H214OS) 995 NOT PAID IN CASH ...(H216 if H213 is -1 RF, -2 DK, else H217_CHECK) -1 RF ...(H216 if H213 is -1 RF, -2 DK, else H217_CHECK) -2 DK ...(H216 if H213 is -1 RF, -2 DK, else H217_CHECK) H214OS

{MA} {CP} {SP}

OTHER SPECIFY____________ (80 Characters) …(H216 if H213 is -1 RF, -2 DK, else H217_CHECK)

H216

{MA} {CP} {SP} Did it amount to less than $50,000, more than $50,000, or what?

1 LESS THAN $50,000 ...(H217_CHECK) 2 ABOUT $50,000 ...(H217_CHECK) 3 MORE THAN $50,000 ...(H217_CHECK) -1 RF ...(H217_CHECK) -2 DK ...(H217_CHECK)


NIS-2003-2 64 April 10, 2014

H217_CHECK CHK: IS ANYONE DECEASED?

{MA} {CP} {SP}

COUNT([MEGA2_STATUS2] WHERE HOUSEHOLD STATUS=99

0 NO ... (H218) 1-6 DECEASED (H217_COUNTROSTER_RELATION)

H217_COUNTROSTER_RELATION CHK: ANY PARENTS? {MA} {CP} {SP} COUNT NUMBER OF PARENTS (RELATIONSHIP 27, 28, 13, 14) ON MEGA2ROSTER

0 PARENTS ... (H218) 1-7 PARENTS ... (H217_TEMP_ROSTER_COUNT)

H217_TEMP_ROSTER_COUNT CHK: COUNT NUMBER OF DECEASED PARENTS

{MA} {CP} {SP} COUNT [MEGA2_STATUS2] WHERE PARENTS ARE DECEASED

0 PARENTS DECEASED... (H218) 1-6 PARENTS DECEASED... (H217_X)

H217_X [RANGE X= 1 to 7]

{MA} {CP} {SP} From whom was that inheritance received, that is, what is their relationship to you? (INTERVIEWER: PLEASE SELECT ALL THAT APPLY.)

1 R’S MOTHER ... (H218) 2 R’S FATHER ... (H218) 3 BOTH R’S PARENTS ... (H218) 4 SPOUSE’S MOTHER ... (H218) 5 SPOUSE’S FATHER ... (H218) 6 BOTH SPOUSE’S PARENTS ... (H218) 7 OTHER ... (H217OS)

H217OS {MA} {CP} {SP} OTHER SPECIFY__________(80 CHARACTERS) ... (H218)


NIS-2003-2 65 April 10, 2014

H218

{MA} {CP} {SP} Sometimes changes in a family's savings or assets are due to people joining or leaving the family. Was there anyone living with you [since Month and Year, R1] who doesn't live with you now and who took $5,000 or more in assets or debts away with them?

1 YES, ASSETS ...(H219) 2 YES, DEBTS ...(H222) 3 BOTH ...(H219) 4 NO ...(H224) -1 RF ...(H224) -2 DK ...(H224)

H219

{MA} {CP} {SP} Altogether, what is the total dollar value of assets that were removed that way? INTERVIEWER: DO NOT PROBE DK/RF. INTERVIEWER: AMOUNT IN US DOLLARS. US $____________ (15 digits) …(H221_CHECK)

-1 RF ...(H220A) -2 DK ...(H220A)

H220A


1 LESS THAN $25,000 ...(H220C) 2 ABOUT $25,000 ...(H221_CHECK) 3 MORE THAN $25,000 ...(H220B) -1 RF ...(H221_CHECK) -2 DK ...(H221_CHECK)

H220B




NIS-2003-2 66 April 10, 2014

H220C



H221_CHECK CHK: SKIP ON H218

{MA} {CP}{SP} [H218: MEMBER OF THE HOUSEHOLD LEFT WITH MORE THAN 5K IN ASSETS OR DEBT]

1 YES, ASSETS ... (H224) 2 YES, DEBTS ... (H224) 3 BOTH ... (H222) 4 NO ...(H224)

H222

{MA} {CP} {SP} Altogether, what is the total dollar value of debts that were removed that way? INTERVIEWER: DO NOT PROBE DK/RF. INTERVIEWER: AMOUNT IN US DOLLARS. US $____________ (15 digits and 2 decimal places) …(H224)

-1 RF ...(H223A) -2 DK ...(H223A)

H223A



H223B




NIS-2003-2 67 April 10, 2014

H223C



H224

{MA} {CP} {SP} Is there anyone in your family living with you now who has joined the family since [Month and Year, R1] and who had $5,000 or more in assets or debts at the time they joined the family?

1 YES, ASSETS ...(H225) 2 YES, DEBTS ...(H227) 3 BOTH ...(H225) 4 NO ...(NEXT SECTION) -1 RF ...(NEXT SECTION) -2 DK ...(NEXT SECTION)

H225

{MA} {CP} {SP} Altogether, what was the total dollar value of assets that were brought into the family in that way? INTERVIEWER: DO NOT PROBE DK/RF. INTERVIEWER: AMOUNT IN US DOLLARS. US $____________ (15 digits) …(H227_CHECK)

-1 RF ...(H226A) -2 DK ...(H226A)

H226A


1 LESS THAN $25,000 ...(H226C) 2 ABOUT $25,000 ...(H227_CHECK) 3 MORE THAN $25,000 ...(H226B) -1 RF ...(H227_CHECK) -2 DK ...(H227_CHECK)

H226B


1 LESS THAN $100,000 ...(H227_CHECK) 2 ABOUT $100,000 ...(H227_CHECK) 3 MORE THAN $100,000 ...(H227_CHECK) -1 RF ...(H227_CHECK)


NIS-2003-2 68 April 10, 2014

-2 DK ...(H227_CHECK)

H226C



H227_CHECK CHK: H224 BOTH DEBTS AND ASSETS?

{MA} {CP} {SP}

[H224: ANYONE JOIN RESPONDENT'S HOUSEHOLD BRINGING 5K DEBTS OR ASSETS?]

1 YES, ASSETS (NEXT SECTION) 2 YES, DEBTS (NEXT SECTION) 3 BOTH ... (H227) 4 NO... (NEXT SECTION)

H227

{MA} {CP} {SP} Altogether, what was the total dollar value of debts that were brought into the family in that way? INTERVIEWER: DO NOT PROBE DK/RF. INTERVIEWER: AMOUNT IN US DOLLARS. US $____________ (15 digits) …(NEXT SECTION)

-1 RF ...(H228A) -2 DK ...(H228A)

H228A


1 LESS THAN $5,000 ...(H228C) 2 ABOUT $5,000 ... (NEXT SECTION) 3 MORE THAN $5,000 ...(H228B) -1 RF ...(NEXT SECTION) -2 DK ...(NEXT SECTION)

H228B


1 LESS THAN $25,000 ...(NEXT SECTION) 2 ABOUT $25,000 ...(NEXT SECTION) 3 MORE THAN $25,000 ...(NEXT SECTION)


NIS-2003-2 69 April 10, 2014

-1 RF ...(NEXT SECTION) -2 DK ...(NEXT SECTION)

H228C


1 LESS THAN $5,000 ...( NEXT SECTION) 2 ABOUT $5,000 ...(NEXT SECTION) 3 MORE THAN $5,000 ...(NEXT SECTION) -1 RF ...(NEXT SECTION) -2 DK ...(NEXT SECTION)

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