|
|
|
Start of N. Capital Gains
|
| |
D4829
Now I'd like to ask you some questions about the changes in your (family's) finances over the past two years. (Since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) bought or sold a home that was your primary residence or second home?
NOW I'D LIKE TO ASK YOU SOME QUESTIONS ABOUT THE CHANGES IN YOUR (FAMILY'S) FINANCES OVER THE PAST TWO YEARS. (SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/WIFE/PARTNER) BOUGHT OR SOLD A HOME THAT WAS YOUR PRIMARY RESIDENCE OR SECOND HOME?
1 YES
5 NO
8 DK
9 RF
|
| |
D4830
Did you only buy, only sell, both buy and sell, or what?
DID YOU ONLY BUY, ONLY SELL, BOTH BUY AND SELL, OR WHAT?
1 ONLY BOUGHT
2 ONLY SOLD
3 BOTH BOUGHT AND SOLD
7 OTHER (SPECIFY)
8 DK
9 RF
|
| |
D4831
In what month and year did you most recently sell a home? MONTH: YEAR:
IN WHAT MONTH AND YEAR DID YOU MOST RECENTLY SELL A HOME? MONTH: YEAR:
|
| |
D4832
In what year did you most recently sell a home?
IN WHAT YEAR DID YOU MOST RECENTLY SELL A HOME?
|
| |
D4833
What was the selling price? DO NOT PROBE DK
WHAT WAS THE SELLING PRICE? DO NOT PROBE DK
|
| |
If What was the selling price? DO NOT PROBE DK = (DK or RF) »
|
|
| |
|
| |
D4834
Was it more than $50,000?
WAS IT MORE THAN $50,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
| |
If Was it more than $50,000? = (DK or RF) »
|
|
| |
|
|
| |
|
D4835
Was it more than $200,000?
WAS IT MORE THAN $200,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
| |
|
D4836
Was it more than $15,000?
WAS IT MORE THAN $15,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
D4837
In what month and year did you buy that home? MONTH: YEAR:
IN WHAT MONTH AND YEAR DID YOU BUY THAT HOME? MONTH: YEAR:
|
| |
D4838
In what year did you buy that home?
IN WHAT YEAR DID YOU BUY THAT HOME?
|
| |
D4839
What was the purchase price? DO NOT PROBE DK
WHAT WAS THE PURCHASE PRICE? DO NOT PROBE DK
|
| |
If What was the purchase price? DO NOT PROBE DK = (DK or RF) »
|
|
| |
|
| |
D4840
Was it more than $50,000?
WAS IT MORE THAN $50,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
| |
If Was it more than $50,000? = (DK or RF) »
|
|
| |
|
|
| |
|
D4841
Was it more than $200,000?
WAS IT MORE THAN $200,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
| |
|
D4842
Was it more than $15,000?
WAS IT MORE THAN $15,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
D4843
(Since (Wave 1 date)/in the last two years), have you sold any other home that was your primary or secondary residence?
(SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS), HAVE YOU SOLD ANY OTHER HOME THAT WAS YOUR PRIMARY OR SECONDARY RESIDENCE?
1 YES
5 NO
8 DK
9 RF
|
| |
D4844
In what month and year was this other home sold? IF MORE THAN ONE, RECORD THE MOST RECENT SALE MONTH: YEAR:
IN WHAT MONTH AND YEAR WAS THIS OTHER HOME SOLD? IF MORE THAN ONE, RECORD THE MOST RECENT SALE MONTH: YEAR:
|
| |
D4845
In what year was this other home sold?
IN WHAT YEAR WAS THIS OTHER HOME SOLD?
|
| |
D4846
What was the selling price?
WHAT WAS THE SELLING PRICE?
|
| |
If What was the selling price? = (DK or RF) »
|
|
| |
|
| |
D4847
Was it more than $50,000?
WAS IT MORE THAN $50,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
| |
If Was it more than $50,000? != (DK or RF) »
|
|
| |
|
|
| |
|
D4848
Was it more than $200,000?
WAS IT MORE THAN $200,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
| |
|
D4849
Was it more than $15,000?
WAS IT MORE THAN $15,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
D4850
And when did you buy that home? MONTH: YEAR:
AND WHEN DID YOU BUY THAT HOME? MONTH: YEAR:
|
| |
D4851
And what year did you buy that home?
AND WHAT YEAR DID YOU BUY THAT HOME?
|
| |
D4852
What was the purchase price? DO NOT PROBE DK
WHAT WAS THE PURCHASE PRICE? DO NOT PROBE DK
|
| |
If What was the purchase price? DO NOT PROBE DK = (DK or RF) »
|
|
| |
|
| |
D4853
Was it more than $50,000?
WAS IT MORE THAN $50,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
| |
If Was it more than $50,000? != (DK or RF) »
|
|
| |
|
|
| |
|
D4854
Was it more than $200,000?
WAS IT MORE THAN $200,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
| |
|
D4855
Was it more than $15,000?
WAS IT MORE THAN $15,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
D4856
(Since (Wave 1 date)/in the last two years), did you (or your Husband/Wife/Partner) make any major additions or home improvements to a primary residence (or second home) that you owned? DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP.
(SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS), DID YOU (OR YOUR HUSBAND/WIFE/PARTNER) MAKE ANY MAJOR ADDITIONS OR HOME IMPROVEMENTS TO A PRIMARY RESIDENCE (OR SECOND HOME) THAT YOU OWNED? DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP.
1 YES
5 NO
8 DK
9 RF
|
| |
D4857
What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? DO NOT PROBE DK
WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF? DO NOT PROBE DK
|
| |
If What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? DO NOT PROBE DK = (DK or RF) »
|
|
| |
|
| |
D4858
Was it more than $10,000?
WAS IT MORE THAN $10,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
| |
D4860
Was it more than $2,000?
WAS IT MORE THAN $2,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
D4861
(Since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) sold any real estate other than your principle residence or second home, such as land, or rental or investment property?
(SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/WIFE/PARTNER) SOLD ANY REAL ESTATE OTHER THAN YOUR PRINCIPLE RESIDENCE OR SECOND HOME, SUCH AS LAND, OR RENTAL OR INVESTMENT PROPERTY?
1 YES
5 NO
8 DK
9 RF
|
| |
D4862
Have you bought any such real estate properties (since (Wave 1 date)/in the last two years)?
HAVE YOU BOUGHT ANY SUCH REAL ESTATE PROPERTIES (SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS)?
1 YES
5 NO
8 DK
9 RF
|
| |
D4863
About how much in total did you pay for this real estate? DO NOT PROBE DK
ABOUT HOW MUCH IN TOTAL DID YOU PAY FOR THIS REAL ESTATE? DO NOT PROBE DK
|
| |
If About how much in total did you pay for this real estate? DO NOT PROBE DK = (DK or RF) »
|
|
| |
|
| |
D4864
Was it more than $200,000?
WAS IT MORE THAN $200,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
| |
If Was it more than $200,000? != (DK or RF) »
|
|
| |
|
|
| |
|
D4865
Was it more than $500,000?
WAS IT MORE THAN $500,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
| |
|
D4866
Was it more than $50,000?
WAS IT MORE THAN $50,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
| |
|
D4867
Did you also buy any real estate of this sort (since (Wave 1 date)/in the last two years)?
DID YOU ALSO BUY ANY REAL ESTATE OF THIS SORT (SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS)?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
| |
|
D4868
About how much in total was the dollar value of the real estate you sold (since (Wave 1 date)/in the last two years)? DO NOT PROBE DK
ABOUT HOW MUCH IN TOTAL WAS THE DOLLAR VALUE OF THE REAL ESTATE YOU SOLD (SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS)? DO NOT PROBE DK
|
| |
|
|
| |
|
If About how much in total was the dollar value of the real estate you sold (since (Wave 1 date)/in the last two years)? DO NOT PROBE DK = (DK or RF) »
|
|
| |
|
|
|
| |
|
|
D4869
Was it more than $200,000?
WAS IT MORE THAN $200,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
| |
|
|
D4870
Was it more than $500,000?
WAS IT MORE THAN $500,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
| |
|
|
D4871
Was it more than $50,000?
WAS IT MORE THAN $50,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
| |
|
|
D4872
Overall, was the dollar cost of the real estate you bought greater than the dollar value of what you sold (minus commissions), less than the value of what you sold, about equal, or what? PLEASE PROBE IF DK
OVERALL, WAS THE DOLLAR COST OF THE REAL ESTATE YOU BOUGHT GREATER THAN THE DOLLAR VALUE OF WHAT YOU SOLD (MINUS COMMISSIONS), LESS THAN THE VALUE OF WHAT YOU SOLD, ABOUT EQUAL, OR WHAT? PLEASE PROBE IF DK
1 BOUGHT MORE THAN SOLD
2 BOUGHT LESS THAN SOLD
3 BOUGHT AND SOLD ABOUT EQUAL AMOUNTS
8 DK
9 RF
|
| |
|
|
|
| |
|
|
D4873
Roughly, about how much (more/less) did you buy than you sold? DO NOT PROBE DK
ROUGHLY, ABOUT HOW MUCH (MORE/LESS) DID YOU BUY THAN YOU SOLD? DO NOT PROBE DK
|
| |
|
|
|
| |
|
|
If Roughly, about how much (more/less) did you buy than you sold? DO NOT PROBE DK = (DK or RF) »
|
|
| |
|
|
|
|
| |
|
|
|
D4874
Was it more than $200,000?
WAS IT MORE THAN $200,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
|
| |
|
|
|
If Was it more than $200,000? != (DK or RF) »
|
|
| |
|
|
|
|
|
| |
|
|
|
|
D4875
Was it more than $500,000?
WAS IT MORE THAN $500,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
|
|
| |
|
|
|
|
D4876
Was it more than $50,000?
WAS IT MORE THAN $50,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
|
|
D4877
(Since (Wave 1 date)/in the last two years), did you (or your Husband/Wife/Partner) make any major additions or home improvements to any real estate properties that you owned, other than your principle residence or second home? DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP.
(SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS), DID YOU (OR YOUR HUSBAND/WIFE/PARTNER) MAKE ANY MAJOR ADDITIONS OR HOME IMPROVEMENTS TO ANY REAL ESTATE PROPERTIES THAT YOU OWNED, OTHER THAN YOUR PRINCIPLE RESIDENCE OR SECOND HOME? DO NOT COUNT GENERAL MAINTENANCE OR UPKEEP.
1 YES
5 NO
8 DK
9 RF
|
| |
D4878
What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? DO NOT PROBE DK
WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF? DO NOT PROBE DK
|
| |
D4879
Was it more than $10,000?
WAS IT MORE THAN $10,000?
1 YES
5 NO
8 DK
9 RF
|
| |
If Was it more than $10,000? != (DK or RF) »
|
|
| |
|
| |
D4880
Was it more than $50,000?
WAS IT MORE THAN $50,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
| |
D4881
Was it more than $2,000?
WAS IT MORE THAN $2,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
D4882
(Since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) put personal funds into a privately held business, professional practice, partnership or farm that you own or share ownership in?
(SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/WIFE/PARTNER) PUT PERSONAL FUNDS INTO A PRIVATELY HELD BUSINESS, PROFESSIONAL PRACTICE, PARTNERSHIP OR FARM THAT YOU OWN OR SHARE OWNERSHIP IN?
1 YES
5 NO
8 DK
9 RF
|
| |
D4883
Altogether, about how much new money did you (or your Husband/Wife/Partner) put into that, including any funds that you borrowed personally? DO NOT PROBE DK
ALTOGETHER, ABOUT HOW MUCH NEW MONEY DID YOU (OR YOUR HUSBAND/WIFE/PARTNER) PUT INTO THAT, INCLUDING ANY FUNDS THAT YOU BORROWED PERSONALLY? DO NOT PROBE DK
|
| |
If Altogether, about how much new money did you (or your Husband/Wife/Partner) put into that, including any funds that you borrowed personally? DO NOT PROBE DK = (DK or RF) »
|
|
| |
|
| |
D4884
Was it more than $50,000?
WAS IT MORE THAN $50,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
D4887
(Since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) sold part or all of any interest in a privately held business, professional practice, partnership or farm?
(SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/WIFE/PARTNER) SOLD PART OR ALL OF ANY INTEREST IN A PRIVATELY HELD BUSINESS, PROFESSIONAL PRACTICE, PARTNERSHIP OR FARM?
1 YES
5 NO
8 DK
9 RF
|
| |
D4888
Altogether, about how much did you (or your Husband/Wife/Partner) sell your interest for? (What was the selling price?) WE WANT THE PRICE THE BUYER PAID. DO NOT PROBE DK
ALTOGETHER, ABOUT HOW MUCH DID YOU (OR YOUR HUSBAND/WIFE/PARTNER) SELL YOUR INTEREST FOR? (WHAT WAS THE SELLING PRICE?) WE WANT THE PRICE THE BUYER PAID. DO NOT PROBE DK
|
| |
If Altogether, about how much did you (or your Husband/Wife/Partner) sell your interest for? (What was the selling price?) WE WANT THE PRICE THE BUYER PAID. DO NOT PROBE DK = (DK or RF) »
|
|
| |
|
| |
D4889
Was it more than $100,000?
WAS IT MORE THAN $100,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
| |
If Was it more than $100,000? != (DK or RF) »
|
|
| |
|
|
| |
|
D4890
Was it more than $1,000,000?
WAS IT MORE THAN $1,000,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
| |
|
D4891
Was it more than $10,000?
WAS IT MORE THAN $10,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
D4892
In what month and year did you sell that? MOST RECENT SALE, IF MORE THAN ONE. MONTH: YEAR:
IN WHAT MONTH AND YEAR DID YOU SELL THAT? MOST RECENT SALE, IF MORE THAN ONE. MONTH: YEAR:
|
| |
D4893
In what year did you sell that?
IN WHAT YEAR DID YOU SELL THAT?
|
| |
D4894
Not counting any IRAs, Keoghs or pension accounts, (since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) bought any stock, or put money into stock mutual funds, including any automatic re-investment?
NOT COUNTING ANY IRAS, KEOGHS OR PENSION ACCOUNTS, (SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/WIFE/PARTNER) BOUGHT ANY STOCK, OR PUT MONEY INTO STOCK MUTUAL FUNDS, INCLUDING ANY AUTOMATIC RE-INVESTMENT?
1 YES
5 NO
8 DK
9 RF
|
| |
D4895
Did you (or your Husband/Wife/Partner) also sell or cash in any such assets?
DID YOU (OR YOUR HUSBAND/WIFE/PARTNER) ALSO SELL OR CASH IN ANY SUCH ASSETS?
1 YES
5 NO
8 DK
9 RF
|
| |
D4896
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? PLEASE PROBE IF DK.
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? PLEASE PROBE IF DK.
1 PUT MONEY IN
2 TAKE MONEY OUT
3 PUT IN ABOUT AS MUCH AS TOOK OUT
8 DK
9 RF
|
| |
D4897
About how much more did you ~IF 4896(1) put in than you took out? ~Else 4896(2) take out than you put in? DO NOT PROBE DK
ABOUT HOW MUCH MORE DID YOU ~IF 4896(1) PUT IN THAN YOU TOOK OUT? ~ELSE 4896(2) TAKE OUT THAN YOU PUT IN? DO NOT PROBE DK
|
| |
If About how much more did you ~IF 4896(1) put in than you took out? ~Else 4896(2) take out than you put in? DO NOT PROBE DK = ( DK or RF) »
|
|
| |
|
| |
D4898
Was it more than $10,000?
WAS IT MORE THAN $10,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
| |
If About how much more did you ~IF 4896(1) put in than you took out? ~Else 4896(2) take out than you put in? DO NOT PROBE DK != ( DK or RF) »
|
|
| |
|
|
| |
|
D4899
Was it more than $50,000?
WAS IT MORE THAN $50,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
| |
|
D4900
Was it more than $2,500?
WAS IT MORE THAN $2,500?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
| |
|
If About how much more did you ~IF 4896(1) put in than you took out? ~Else 4896(2) take out than you put in? DO NOT PROBE DK = UNANSWERED »
|
|
| |
|
|
|
| |
|
|
D4901
Altogether, how much money (including any automatic reinvestment) did you (or your Husband/Wife/Partner) put into that? DO NOT PROBE DK
ALTOGETHER, HOW MUCH MONEY (INCLUDING ANY AUTOMATIC REINVESTMENT) DID YOU (OR YOUR HUSBAND/WIFE/PARTNER) PUT INTO THAT? DO NOT PROBE DK
|
| |
|
|
|
| |
|
|
If Altogether, how much money (including any automatic reinvestment) did you (or your Husband/Wife/Partner) put into that? DO NOT PROBE DK = (DK or RF) »
|
|
| |
|
|
|
|
| |
|
|
|
D4902
Was it more than $25,000?
WAS IT MORE THAN $25,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
|
| |
|
|
|
If Was it more than $25,000? != (DK or RF) »
|
|
| |
|
|
|
|
|
| |
|
|
|
|
D4903
Was it more than $100,000?
WAS IT MORE THAN $100,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
|
|
| |
|
|
|
|
D4904
Was it more than $5,000?
WAS IT MORE THAN $5,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
|
|
| |
|
|
|
|
If Altogether, how much money (including any automatic reinvestment) did you (or your Husband/Wife/Partner) put into that? DO NOT PROBE DK = UNANSWERED »
|
|
| |
|
|
|
|
|
|
| |
|
|
|
|
|
D4905
(Since (Wave 1 date)/in the last two years), have you (or your Husband/Wife/Partner) sold any shares of stock in publicly held corporations or taken money out of any mutual funds, managed investment accounts or trusts?
(SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS), HAVE YOU (OR YOUR HUSBAND/WIFE/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
5 NO
8 DK
9 RF
|
| |
|
|
|
|
|
|
| |
|
|
|
|
|
D4906
Altogether, how much money did you (or your Husband/Wife/Partner) get from that? DO NOT PROBE DK
ALTOGETHER, HOW MUCH MONEY DID YOU (OR YOUR HUSBAND/WIFE/PARTNER) GET FROM THAT? DO NOT PROBE DK
|
| |
|
|
|
|
|
|
| |
|
|
|
|
|
If Altogether, how much money did you (or your Husband/Wife/Partner) get from that? DO NOT PROBE DK = (DK or RF) »
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
D4907
Was it more than $25,000?
WAS IT MORE THAN $25,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
If Was it more than $25,000? != (DK or RF) »
|
|
| |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
D4908
Was it more than $100,000?
WAS IT MORE THAN $100,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
D4909
Was it more than $5,000?
WAS IT MORE THAN $5,000?
1 YES
5 NO
8 DK
9 RF
|
| |
|
|
|
|
|
|
|
|
D4912
Our records show that you owned a home in (Wave 1 date)/the last two years) that you do not now own and did not sell. What happened to that home -- did you give it to someone, are our records incorrect, or what?
OUR RECORDS SHOW THAT YOU OWNED A HOME IN (WAVE 1 DATE)/THE LAST TWO YEARS) THAT YOU DO NOT NOW OWN AND DID NOT SELL. WHAT HAPPENED TO THAT HOME -- DID YOU GIVE IT TO SOMEONE, ARE OUR RECORDS INCORRECT, OR WHAT?
1 GAVE TO SOMEONE
2 RECORDS INCORRECT
7 OTHER
8 DK
9 RF
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If Our records show that you owned a home in (Wave 1 date)/the last two years) that you do not now own and did not sell. What happened to that home -- did you give it to someone, are our records incorrect, or what? = 1 GAVE TO SOMEONE »
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D4914M1
Who did you give the house to, (that is what is their relationship to you)? CHOOSE ALL THAT APPLY
WHO DID YOU GIVE THE HOUSE TO, (THAT IS WHAT IS THEIR RELATIONSHIP TO YOU)? CHOOSE ALL THAT APPLY
2 CHILD/CHILD-IN-LAW/GRANDCHILD
3 OTHER RELATIVE
4 SOMEONE ELSE
8 DK
9 RF
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D4915M1
(Which child is that?) CHOOSE ALL THAT APPLY IF GRANDCHILD: Which child of yours (or your husband/or your wife/or your partner) is the parent of that grandchild?
(WHICH CHILD IS THAT?) CHOOSE ALL THAT APPLY IF GRANDCHILD: WHICH CHILD OF YOURS (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER) IS THE PARENT OF THAT GRANDCHILD?
10. DECEASED CHILD
11. ALL MY CHILDREN
41-083. Other Person Number
101-995. Other Person Number
997. Other
998. DK (don't know); NA (not ascertained)
999. RF (refused)
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D4917
Our records show that you owned a home in (Wave 1 date)/the last two years) that you have since sold. What did you decide to do with the proceeds from selling the house -- did you invest the money, did you give it to someone, are our records incorrect, or what?
OUR RECORDS SHOW THAT YOU OWNED A HOME IN (WAVE 1 DATE)/THE LAST TWO YEARS) THAT YOU HAVE SINCE SOLD. WHAT DID YOU DECIDE TO DO WITH THE PROCEEDS FROM SELLING THE HOUSE -- DID YOU INVEST THE MONEY, DID YOU GIVE IT TO SOMEONE, ARE OUR RECORDS INCORRECT, OR WHAT?
1 INVEST THE MONEY
2 GAVE TO SOMEONE
3 RECORDS INCORRECT
7 OTHER
8 DK
9 RF
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D4955
Sometimes changes in a family's savings or assets are due to people joining or leaving the family. Was there anyone living with you in (Wave 1 date)/the last two years) who doesn't live with you now and who took $5,000 or more in assets or debts away with them?
SOMETIMES CHANGES IN A FAMILY'S SAVINGS OR ASSETS ARE DUE TO PEOPLE JOINING OR LEAVING THE FAMILY. WAS THERE ANYONE LIVING WITH YOU IN (WAVE 1 DATE)/THE LAST TWO YEARS) WHO DOESN'T LIVE WITH YOU NOW AND WHO TOOK $5,000 OR MORE IN ASSETS OR DEBTS AWAY WITH THEM?
1 YES, ASSETS
2 YES, DEBTS
3 BOTH
5 NO
8 DK
9 RF
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D4956
Altogether, what is the total dollar value of assets that were removed that way? DO NOT PROBE DK
ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE REMOVED THAT WAY? DO NOT PROBE DK
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If Altogether, what is the total dollar value of assets that were removed that way? DO NOT PROBE DK = (DK or RF) »
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D4957
Was it more than $25,000?
WAS IT MORE THAN $25,000?
1 YES
5 NO
8 DK
9 RF
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D4958
Was it more than $100,000?
WAS IT MORE THAN $100,000?
1 YES
5 NO
8 DK
9 RF
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D4959
Was it more than $10,000?
WAS IT MORE THAN $10,000?
1 YES
5 NO
8 DK
9 RF
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If Sometimes changes in a family's savings or assets are due to people joining or leaving the family. Was there anyone living with you in (Wave 1 date)/the last two years) who doesn't live with you now and who took $5,000 or more in assets or debts away with them? = (2 or 3) »
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D4960
Altogether, what is the total dollar value of debts that were removed that way? DO NOT PROBE DK
ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE REMOVED THAT WAY? DO NOT PROBE DK
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If Altogether, what is the total dollar value of debts that were removed that way? DO NOT PROBE DK = (DK or RF) »
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D4961
Was it more than $10,000?
WAS IT MORE THAN $10,000?
1 YES
5 NO
8 DK
9 RF
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If Was it more than $10,000? != (DK or RF) »
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D4962
Was it more than $25,000?
WAS IT MORE THAN $25,000?
1 YES
5 NO
8 DK
9 RF
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D4963
Was it more than $5,000?
WAS IT MORE THAN $5,000?
1 YES
5 NO
8 DK
9 RF
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D4964
Is there anyone in your family living with you now who has joined the family (since (Wave 1 date)/in the last two years) and who had $5,000 or more in assets or debts at the time they joined the family?
IS THERE ANYONE IN YOUR FAMILY LIVING WITH YOU NOW WHO HAS JOINED THE FAMILY (SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS) AND WHO HAD $5,000 OR MORE IN ASSETS OR DEBTS AT THE TIME THEY JOINED THE FAMILY?
1 YES, ASSETS
2 YES, DEBTS
3 BOTH
5 NO
8 DK
9 RF
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D4965
Altogether, what was the total dollar value of assets that were brought into the family in that way? DO NOT PROBE DK
ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY? DO NOT PROBE DK
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If Altogether, what was the total dollar value of assets that were brought into the family in that way? DO NOT PROBE DK = (DK or RF) »
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D4966
Was it more than $25,000?
WAS IT MORE THAN $25,000?
1 YES
5 NO
8 DK
9 RF
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If Was it more than $25,000? != (DK or RF) »
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D4967
Was it more than $100,000?
WAS IT MORE THAN $100,000?
1 YES
5 NO
8 DK
9 RF
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D4968
Was it more than $10,000?
WAS IT MORE THAN $10,000?
1 YES
5 NO
8 DK
9 RF
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D4969
Altogether, what was the total dollar value of debts that were brought into the family in that way? DO NOT PROBE DK
ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY? DO NOT PROBE DK
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D4970
Was it more than $10,000?
WAS IT MORE THAN $10,000?
1 YES
5 NO
8 DK
9 RF
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D4971
Was it more than $25,000?
WAS IT MORE THAN $25,000?
1 YES
5 NO
8 DK
9 RF
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D4972
Was it more than $5,000?
WAS IT MORE THAN $5,000?
1 YES
5 NO
8 DK
9 RF
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D4982
IWER: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN ?
IWER: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN ?
0 INAPs
1 NEVER
2 A FEW TIMES
3 MOST OR ALL OF THE TIME
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D5004
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Financial situations often change with the death of a (Husband/Wife/Partner). Thinking back to the time surrounding your (Husband/Wife/Partner)'s death, did any income from Social Security start, stop or change because of (his/her) death. ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Financial situations often change with divorce. Thinking back to your divorce, did any income from Social Security start, stop, or change because of it?
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED FINANCIAL SITUATIONS OFTEN CHANGE WITH THE DEATH OF A (HUSBAND/WIFE/PARTNER). THINKING BACK TO THE TIME SURROUNDING YOUR (HUSBAND/WIFE/PARTNER)'S DEATH, DID ANY INCOME FROM SOCIAL SECURITY START, STOP OR CHANGE BECAUSE OF (HIS/HER) DEATH. ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED FINANCIAL SITUATIONS OFTEN CHANGE WITH DIVORCE. THINKING BACK TO YOUR DIVORCE, DID ANY INCOME FROM SOCIAL SECURITY START, STOP, OR CHANGE BECAUSE OF IT?
1 START
2 STOP
3 CHANGE
5 NO
8 DK
9 RF
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D5006
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount after your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount after the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT AFTER YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT AFTER THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5009
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5012
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5013
What was it after?
WHAT WAS IT AFTER?
1-99996. Actual value (allowable range is shown)
99997. Other
99998. DK (don't know); NA (not ascertained)
99999. RF (refused)
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D5014
What was it after? PER
WHAT WAS IT AFTER? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5023
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Did any income from Supplemental Security Income start, stop, or change because of (his/her) death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Did any income from Supplemental Security Income start, stop, or change because of the divorce?
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED DID ANY INCOME FROM SUPPLEMENTAL SECURITY INCOME START, STOP, OR CHANGE BECAUSE OF (HIS/HER) DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED DID ANY INCOME FROM SUPPLEMENTAL SECURITY INCOME START, STOP, OR CHANGE BECAUSE OF THE DIVORCE?
1 START
2 STOP
3 CHANGE
5 NO
8 DK
9 RF
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D5025
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount after your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount after the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT AFTER YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT AFTER THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5028
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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If ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Did any income from Supplemental Security Income start, stop, or change because of (his/her) death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Did any income from Supplemental Security Income start, stop, or change because of the divorce? = 3 CHANGE »
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D5030
IF Q674 IS (5) OR Q746 IS (2) What was the usual amount before your (husband/wife)'s death? Else Q674 IS (4) OR Q746 IS (1) What was the usual amount before the divorce? END
IF Q674 IS (5) OR Q746 IS (2) WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE)'S DEATH?
ELSE
Q674 IS (4) OR Q746 IS (1) WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE?
END
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D5031
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5032
What was it after?
WHAT WAS IT AFTER?
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D5033
What was it after? PER
WHAT WAS IT AFTER? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5042
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Did any income from Veterans benefits start, stop, or change because of (his/her) death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Did any income from Veterans benefits start, stop, or change because of the divorce?
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED DID ANY INCOME FROM VETERANS BENEFITS START, STOP, OR CHANGE BECAUSE OF (HIS/HER) DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED DID ANY INCOME FROM VETERANS BENEFITS START, STOP, OR CHANGE BECAUSE OF THE DIVORCE?
1 START
2 STOP
3 CHANGE
5 NO
8 DK
9 RF
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D5043
IF Q674 IS (5) OR Q746 IS (2) What was the usual amount after your (husband/wife)'s death? Else Q674 IS (4) OR Q746 IS (1) What was the usual about after the divorce? END
IF Q674 IS (5) OR Q746 IS (2) WHAT WAS THE USUAL AMOUNT AFTER YOUR (HUSBAND/WIFE)'S DEATH?
ELSE
Q674 IS (4) OR Q746 IS (1) WHAT WAS THE USUAL ABOUT AFTER THE DIVORCE?
END
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D5044
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount after your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual about after the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT AFTER YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL ABOUT AFTER THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5046
VET BENEFITS STOP AMT BEFORE
IF Q674 IS (5) OR Q746 IS (2) WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE)'S DEATH?
ELSE
Q674 IS (4) OR Q746 IS (1) WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE?
END
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D5047
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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If ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Did any income from Veterans benefits start, stop, or change because of (his/her) death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Did any income from Veterans benefits start, stop, or change because of the divorce? = 3 CHANGE »
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D5046
VET BENEFITS STOP AMT BEFORE
IF Q674 IS (5) OR Q746 IS (2) WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE)'S DEATH?
ELSE
Q674 IS (4) OR Q746 IS (1) WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE?
END
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D5047
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5049
VET BENEFITS CHANGE AMT BEFORE
IF Q674 IS (5) OR Q746 IS (2) WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE)'S DEATH?
ELSE
Q674 IS (4) OR Q746 IS (1) WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE?
END
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D5050
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5051
VET BENEFITS CHANGE AMT AFTER
WHAT WAS IT AFTER?
1-99996. Actual value (allowable range is shown)
99997. Other
99998. DK (don't know); NA (not ascertained)
99999. RF (refused)
Blank. INAP (Inapplicable);
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D5052
What was it after? PER
WHAT WAS IT AFTER? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5056
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Did any income from other retirement pensions or annuities start, stop, or change because of (his/her) death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Did any income from other retirement pensions or annuities start, stop, or change because of the divorce?
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED DID ANY INCOME FROM OTHER RETIREMENT PENSIONS OR ANNUITIES START, STOP, OR CHANGE BECAUSE OF (HIS/HER) DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED DID ANY INCOME FROM OTHER RETIREMENT PENSIONS OR ANNUITIES START, STOP, OR CHANGE BECAUSE OF THE DIVORCE?
1 START
2 STOP
3 CHANGE
5 NO
8 DK
9 RF
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D5057
PENSION START AMT AFTER
IF Q674 IS (5) OR Q746 IS (2) WHAT WAS THE USUAL AMOUNT AFTER YOUR (HUSBAND/WIFE)'S DEATH?
ELSE
Q674 IS (4) OR Q746 IS (1) WHAT WAS THE USUAL AMOUNT AFTER THE DIVORCE?
END
1-99996. Actual value (allowable range is shown)
99997. Other
99998. DK (don't know); NA (not ascertained)
99999. RF (refused)
Blank. INAP (Inapplicable);
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D5058
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount after your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount after the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT AFTER YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT AFTER THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5060
PENSION STOP AMT BEFORE
IF Q674 IS (5) OR Q746 IS (2) WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE)'S DEATH?
ELSE
Q674 IS (4) OR Q746 IS (1) WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE?
END
1-99996. Actual value (allowable range is shown)
99997. Other
99998. DK (don't know); NA (not ascertained)
99999. RF (refused)
Blank. INAP (Inapplicable);
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D5061
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5063
PENSION CHANGE AMT BEFORE
IF Q674 IS (5) OR Q746 IS (2) WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE)'S DEATH?
ELSE
Q674 IS (4) OR Q746 IS (1) WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE?
END
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D5064
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount before the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT BEFORE THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
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D5065
PENSION CHANGE AMT AFTER
WHAT WAS IT AFTER?
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D5070
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Did your earnings from work or your work hours start, stop, or change after (he/she) died? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Did your earnings from work or your work hours start, stop or change after the divorce?
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED DID YOUR EARNINGS FROM WORK OR YOUR WORK HOURS START, STOP, OR CHANGE AFTER (HE/SHE) DIED? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED DID YOUR EARNINGS FROM WORK OR YOUR WORK HOURS START, STOP OR CHANGE AFTER THE DIVORCE?
1 START
2 STOP
3 CHANGE
5 NO
8 DK
9 RF
|
| |
D5071
EARNINGS START AMT AFTER
IF Q674 IS (5) OR Q746 IS (2) WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS AFTER YOUR (HUSBAND/WIFE)'S DEATH?
ELSE
Q674 IS (4) OR Q746 IS (1) WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS AFTER THE DIVORCE?
END
|
| |
D5072
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount of your earnings after your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount of your earnings after the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS AFTER YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS AFTER THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
|
| |
D5073
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED And how many hours per week did you usually work after your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED And how many hours per week did you usually work after the divorce?
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED AND HOW MANY HOURS PER WEEK DID YOU USUALLY WORK AFTER YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED AND HOW MANY HOURS PER WEEK DID YOU USUALLY WORK AFTER THE DIVORCE?
|
| |
D5075
EARNINGS STOP AMT BEFORE
IF Q674 IS (5) OR Q746 IS (2) WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS BEFORE YOUR (HUSBAND/WIFE)'S DEATH?
ELSE
Q674 IS (4) OR Q746 IS (1) WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS BEFORE THE DIVORCE?
END
|
| |
D5076
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount of your earnings before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount of your earnings before the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS BEFORE THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
|
| |
D5077
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED And how many hours per week did you usually work before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED And how many hours per week did you usually work before the divorce? HOURS
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED AND HOW MANY HOURS PER WEEK DID YOU USUALLY WORK BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED AND HOW MANY HOURS PER WEEK DID YOU USUALLY WORK BEFORE THE DIVORCE? HOURS
|
| |
If ~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED Did any income from other retirement pensions or annuities start, stop, or change because of (his/her) death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED Did any income from other retirement pensions or annuities start, stop, or change because of the divorce? = 3 CHANGE »
|
|
| |
|
| |
D5079
EARNINGS CHANGE AMT BEFORE
IF Q674 IS (5) OR Q746 IS (2) WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS BEFORE YOUR (HUSBAND/WIFE)'S DEATH?
ELSE
Q674 IS (4) OR Q746 IS (1) WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS BEFORE THE DIVORCE?
END
|
| |
|
| |
D5080
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED What was the usual amount of your earnings before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED What was the usual amount of your earnings before the divorce? PER
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED WHAT WAS THE USUAL AMOUNT OF YOUR EARNINGS BEFORE THE DIVORCE? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
|
| |
|
| |
D5081
EARNINGS CHANGE AMT AFTER
WHAT WAS IT AFTER?
|
| |
|
| |
D5082
What was it after? PER
WHAT WAS IT AFTER? PER
02 WEEK
03 EVERY TWO WEEKS/BI-WEEKLY
04 MONTH
06 YEAR
95 LUMP SUM
97 OTHER (SPECIFY)
98 DK
99 RF
|
| |
|
| |
D5085
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED How many hours per week did you usually work before your (Husband/Wife/Partner)'s death? ~Else R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED How many hours per week did you usually work before the divorce?
~IF R MARITAL STATUS WIDOWED OR POST WAVE 1 WIDOWED HOW MANY HOURS PER WEEK DID YOU USUALLY WORK BEFORE YOUR (HUSBAND/WIFE/PARTNER)'S DEATH? ~ELSE R MARITAL STATUS DIVORCED OR POST WAVE 1 DIVORCED HOW MANY HOURS PER WEEK DID YOU USUALLY WORK BEFORE THE DIVORCE?
|
| |
|
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D5086
And how many after?
AND HOW MANY AFTER?
|
| |
|
D5088
~IF 674 (5) *OR* 746 (2) Did the type, cost, or coverage of your health insurance change when (Husband/Wife/Partner) died? ~Else Did the type, cost, or coverage of your health insurance change from the divorce?
~IF 674 (5) *OR* 746 (2) DID THE TYPE, COST, OR COVERAGE OF YOUR HEALTH INSURANCE CHANGE WHEN (HUSBAND/WIFE/PARTNER) DIED? ~ELSE DID THE TYPE, COST, OR COVERAGE OF YOUR HEALTH INSURANCE CHANGE FROM THE DIVORCE?
1 YES
5 NO
8 DK
9 RF
|
| |
D5089M1
What changed about your health insurance? CHOOSE ALL THAT APPLY
WHAT CHANGED ABOUT YOUR HEALTH INSURANCE? CHOOSE ALL THAT APPLY
01 COST BECAME HIGHER
02 COST BECAME LOWER
03 FEWER SERVICES COVERED
04 MORE SERVICES COVERED
05 LESS CHOICE OF PHYSICIANS
06 MORE CHOICE OF PHYSICIANS
07 MORE CONVENIENT
08 LOST PLAN
97 OTHER
98 DK
99 RF
|
| |
D5091
Did you receive a life insurance settlement (including any that you may have already mentioned)?
DID YOU RECEIVE A LIFE INSURANCE SETTLEMENT (INCLUDING ANY THAT YOU MAY HAVE ALREADY MENTIONED)?
1 YES
5 NO
8 DK
9 RF
|
| |
D5092
How much did it amount to?
HOW MUCH DID IT AMOUNT TO?
|
| |
D5093
Did you receive a lump-sum pension settlement?
DID YOU RECEIVE A LUMP-SUM PENSION SETTLEMENT?
1 YES
5 NO
8 DK
9 RF
|
| |
D5094
How much did it amount to?
HOW MUCH DID IT AMOUNT TO?
|
| |
D5107M2
To pay the expenses associated with (his/her) illness and death, did you have to sell assets, withdraw money that normally would not be touched, get help from a relative, or do anything else special to find the money? CHECK ALL THAT APPLY
TO PAY THE EXPENSES ASSOCIATED WITH (HIS/HER) ILLNESS AND DEATH, DID YOU HAVE TO SELL ASSETS, WITHDRAW MONEY THAT NORMALLY WOULD NOT BE TOUCHED, GET HELP FROM A RELATIVE, OR DO ANYTHING ELSE SPECIAL TO FIND THE MONEY? CHECK ALL THAT APPLY
1 YES, SELL ASSETS
2 YES, WITHDRAW MONEY
3 YES, GOT HELP FROM A RELATIVE
5 DID NOT DO ANYTHING SPECIAL
7 YES, OTHER (SPECIFY)
8 DK
9 RF
|
| |
D5108
Was that (a child or other) relative of yours (or your Husband/Wife/Partner), or was it someone else who helped?
WAS THAT (A CHILD OR OTHER) RELATIVE OF YOURS (OR YOUR HUSBAND/WIFE/PARTNER), OR WAS IT SOMEONE ELSE WHO HELPED?
1 CHILD/CHILD-IN-LAW/GRANDCHILD
2 OTHER RELATIVE
3 SOMEONE ELSE
7 INSTITUTION OR CHARITY
8 DK
9 RF
|
| |
|
|
|
| |
|
| |
D5109M1
WHICH CHILD?-1
(WHICH CHILD IS THAT?) IF GRANDCHILD: WHICH CHILD OF YOURS (OR YOUR HUSBAND/OR YOUR WIFE/OR YOUR PARTNER) IS THE PARENT OF THAT GRANDCHILD?
010. DECEASED CHILD
011. ALL MY CHILDREN
041-083. Other Person Number
101-995. Other Person Number
997. Other
998. DK (don't know); NA (not ascertained)
999. RF (refused)
|
| |
|
D5110M1
(Which child is that?) IF GRANDCHILD: Which child of yours (or your Husband/Wife/Partner) is the parent of that grandchild?
(WHICH CHILD IS THAT?) IF GRANDCHILD: WHICH CHILD OF YOURS (OR YOUR HUSBAND/WIFE/PARTNER) IS THE PARENT OF THAT GRANDCHILD?
|
| |
D5120
Because of the divorce, do you expect to receive less in the way of life insurance benefits if your former (Husband/Wife/Partner) dies?
BECAUSE OF THE DIVORCE, DO YOU EXPECT TO RECEIVE LESS IN THE WAY OF LIFE INSURANCE BENEFITS IF YOUR FORMER (HUSBAND/WIFE/PARTNER) DIES?
1 YES
5 NO
8 DK
9 RF
|
| |
D5121
Did you lose any part of your claim on your (former/late) (Husband/Wife/Partner)'s pension?
DID YOU LOSE ANY PART OF YOUR CLAIM ON YOUR (FORMER/LATE) (HUSBAND/WIFE/PARTNER)'S PENSION?
1 YES
5 NO
8 DK
9 RF
|
| |
D5123
All in all, what were your expenses associated with the divorce, that is, legal fees and costs?
ALL IN ALL, WHAT WERE YOUR EXPENSES ASSOCIATED WITH
THE DIVORCE, THAT IS, LEGAL FEES AND COSTS?
|
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|
End of N. Capital Gains
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