R. Asset change

Module R. Asset change of HRS 2018

item label type description
R002 Question [Since FINANCIAL R™s LAST IW MONTH (per X038), YEAR (per X039)/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?
R003 Question Did you only buy, only sell, both buy and sell, or what? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.]
R004 Question Please describe the transaction(s), including the month, year, and purchase price for each home. OPEN______
R006 Question In what year did you buy a home? YEAR_____
R005 Question What month was that? [drop down]
R007 Question What was the purchase price?[INSTR: DO NOT PROBE DK/RF.] What was the purchase price? $ ________ .00
R012 Question In what year did you sell a home? YEAR_____
R011 Question What month was that?[drop down]
R013 Question What was the selling price? [INSTR: DO NOT PROBE DK/RF.] What was the selling price? $________.00
R018 Question In what year did you buy that home? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] In what year did you buy that home? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.] YEAR_________
R017 Question What month was that? [drop down]
R019 Question What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] [INSTR: DO NOT PROBE DK/RF.] What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.]$________.00
R023 Question [Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], did you [or your [husband/wife/partner]] make any major additions or home improvements to a primary residence that you owned?
R024 Question What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself?
R028 Question [Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], have you [or your [husband/wife/partner]] sold any real estate other than your principal residence or second home, such as land, or rental or investment property?
R029 Question Have you bought any such real estate properties [since [MONTH] [YEAR]/in the last two years]?
R030 Question About how much in total did you pay for this real estate? [INSTR: DO NOT PROBE DK/RF.] About how much in total did you pay for this real estate? $________ .00
R034 Question Did you [and your [husband/wife/partner]] also buy any real estate of this sort [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]?
R035 Question About how much in total was the dollar value of the real estate you sold [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]?$________.00
R039 Question 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?
R040 Question Roughly, about how much [more/less] did you buy than you sold? $________ .00
R044 Question [Since FINANCIAL R™s LAST IW MONTH, YEAR/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 principal residence or second home?
R045 Question What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? $________.00
R049 Question [Since FINANCIAL R™s LAST IW MONTH, YEAR/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?
R050 Question Altogether, about how much new money did you [or your partner/husband/wife] put into that, including any funds that you borrowed? $________.00
R054 Question [Since FINANCIAL R™s LAST IW MONTH, YEAR/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?
R055 Question Altogether, about how much did you [or your partner/husband/wife] sell your interest for? (What was the selling price?) $________.00
R060 Question In what year did you sell that? YEAR______
R059 Question What month was that?
R061 Question Not counting any IRAs, Keoghs or pension accounts, [since FINANCIAL R™s LAST IW MONTH, YEAR/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 reinvestments?
R062 Question Did you [or your partner|husband/wife] also sell or cash in any such assets?
R063 Question 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?
R064 Question About how much more did you [put in than you took out/take out than you put in]? $________.00
R068 Question Altogether, how much money (including any automatic reinvestment) did you [or your partner/husband/wife] put into that? $________.00
R072 Question [Since FINANCIAL R™s LAST IW MONTH, YEAR/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?
R073 Question Altogether, how much money did you [or your partner/husband/wife] get from that? $________.00
R077 Question What happened to that home -- did you give it to someone, are our records incorrect, or what?
R079M Question Who did you [or your partner|husband/wife] give the house to, (that is what is their relationship to you)?
R103 Question (Which child is that?) [INSTR SELECT ALL THAT APPLY.]
R081 Question 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?
R083 Question Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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?
R084 Question Altogether, what is the total dollar value of assets that were removed that way? $________.00
R088 Question Altogether, what is the total dollar value of debts that were removed that way? $________ .00
R092 Question Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family?
R093 Question Altogether, what was the total dollar value of assets that were brought into the family in that way?
R097 Question Altogether, what was the total dollar value of debts that were brought into the family in that way?$________ .00
R101_Assis Question [INSTR: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION R - ASSET CHANGE?]
Start of R. Asset change
 
If OZ024 = YES and MX007_R = FINANCIAOR or MX007_R = FINANCIAL_FAMILYR »
 
   
 
If OZ079 = OWN or MH004 = OWN_ORBUYING or MH008 = OWNSALL or MH008 = OWNSPART or MH014 = OWNSBTHHOMEANDSITE or MH014 = OWNSONLYSITE or MH014 = OWNSONLYHOME or MH151 = YES »
 
     
   
R002

[Since FINANCIAL R™s LAST IW MONTH (per X038), YEAR (per X039)/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?

[SINCE FINANCIAL R™S LAST IW MONTH (PER X038), YEAR (PER X039)/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?

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If [Since FINANCIAL R™s LAST IW MONTH (per X038), YEAR (per X039)/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  »
 
       
     
R003

Did you only buy, only sell, both buy and sell, or what? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.]

DID YOU ONLY BUY, ONLY SELL, BOTH BUY AND SELL, OR WHAT? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.]

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If Did you only buy, only sell, both buy and sell, or what? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.] was answered AND If Did you only buy, only sell, both buy and sell, or what? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.] != 2 and Did you only buy, only sell, both buy and sell, or what? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.] != 7 »
 
         
       
R006

In what year did you buy a home? YEAR_____

IN WHAT YEAR DID YOU BUY A HOME? YEAR_____

         
       
If In what year did you buy a home? YEAR_____ >= 2004 »
 
           
         
R005

What month was that? [drop down]

WHAT MONTH WAS THAT? [DROP DOWN]

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R007

What was the purchase price?[INSTR: DO NOT PROBE DK/RF.] What was the purchase price? $ ________ .00

WHAT WAS THE PURCHASE PRICE?[INSTR: DO NOT PROBE DK/RF.] WHAT WAS THE PURCHASE PRICE? $ ________ .00

         
       
If What was the purchase price?[INSTR: DO NOT PROBE DK/RF.] What was the purchase price? $ ________ .00 = 99999998 or What was the purchase price?[INSTR: DO NOT PROBE DK/RF.] What was the purchase price? $ ________ .00 = 99999999 »
 
           
         
R008
           
       
R012

In what year did you sell a home? YEAR_____

IN WHAT YEAR DID YOU SELL A HOME? YEAR_____

         
       
If In what year did you sell a home? YEAR_____ >= 2004 »
 
           
         
R011

What month was that?[drop down]

WHAT MONTH WAS THAT?[DROP DOWN]

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R013

What was the selling price? [INSTR: DO NOT PROBE DK/RF.] What was the selling price? $________.00

WHAT WAS THE SELLING PRICE? [INSTR: DO NOT PROBE DK/RF.] WHAT WAS THE SELLING PRICE? $________.00

         
       
If What was the selling price? [INSTR: DO NOT PROBE DK/RF.] What was the selling price? $________.00 = 99999998 or What was the selling price? [INSTR: DO NOT PROBE DK/RF.] What was the selling price? $________.00 = 99999999 »
 
           
         
R014
           
       
R018

In what year did you buy that home? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] In what year did you buy that home? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.] YEAR_________

IN WHAT YEAR DID YOU BUY THAT HOME? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] IN WHAT YEAR DID YOU BUY THAT HOME? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.] YEAR_________

         
       
If In what year did you buy that home? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] In what year did you buy that home? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.] YEAR_________ >= 2004 »
 
           
         
R017

What month was that? [drop down]

WHAT MONTH WAS THAT? [DROP DOWN]

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R019

What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] [INSTR: DO NOT PROBE DK/RF.] What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.]$________.00

WHAT WAS THE PURCHASE PRICE? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] [INSTR: DO NOT PROBE DK/RF.] WHAT WAS THE PURCHASE PRICE? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.]$________.00

         
       
If What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] [INSTR: DO NOT PROBE DK/RF.] What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.]$________.00 = 99999998 or What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] [INSTR: DO NOT PROBE DK/RF.] What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.]$________.00 = 99999999 »
 
           
         
R020
           
   
R023

[Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], did you [or your [husband/wife/partner]] make any major additions or home improvements to a primary residence that you owned?

[SINCE FINANCIAL R™S LAST IW MONTH, YEAR/IN THE LAST TWO YEARS], DID YOU [OR YOUR [HUSBAND/WIFE/PARTNER]] MAKE ANY MAJOR ADDITIONS OR HOME IMPROVEMENTS TO A PRIMARY RESIDENCE THAT YOU OWNED?

expand
     
   
If [Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], did you [or your [husband/wife/partner]] make any major additions or home improvements to a primary residence that you owned? = 1 YES 5 NO  »
 
       
     
R024

What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself?

WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF?

       
     
If What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? = 9999998 or What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? = 9999999 »
 
         
       
R025
         
 
If OZ098 = YES or PQ133 = YES or PQ133 = VOLYESMORETHANONE »
 
     
   
R028

[Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], have you [or your [husband/wife/partner]] sold any real estate other than your principal residence or second home, such as land, or rental or investment property?

[SINCE FINANCIAL R™S LAST IW MONTH, YEAR/IN THE LAST TWO YEARS], HAVE YOU [OR YOUR [HUSBAND/WIFE/PARTNER]] SOLD ANY REAL ESTATE OTHER THAN YOUR PRINCIPAL RESIDENCE OR SECOND HOME, SUCH AS LAND, OR RENTAL OR INVESTMENT PROPERTY?

expand
     
   
If [Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], have you [or your [husband/wife/partner]] sold any real estate other than your principal residence or second home, such as land, or rental or investment property? != 1 YES 5 NO  »
 
       
     
R029

Have you bought any such real estate properties [since [MONTH] [YEAR]/in the last two years]?

HAVE YOU BOUGHT ANY SUCH REAL ESTATE PROPERTIES [SINCE [MONTH] [YEAR]/IN THE LAST TWO YEARS]?

expand
       
     
If Have you bought any such real estate properties [since [MONTH] [YEAR]/in the last two years]? = 1 YES 5 NO  »
 
         
       
R030

About how much in total did you pay for this real estate? [INSTR: DO NOT PROBE DK/RF.] About how much in total did you pay for this real estate? $________ .00

ABOUT HOW MUCH IN TOTAL DID YOU PAY FOR THIS REAL ESTATE? [INSTR: DO NOT PROBE DK/RF.] ABOUT HOW MUCH IN TOTAL DID YOU PAY FOR THIS REAL ESTATE? $________ .00

         
       
If About how much in total did you pay for this real estate? [INSTR: DO NOT PROBE DK/RF.] About how much in total did you pay for this real estate? $________ .00 = 9999998 or About how much in total did you pay for this real estate? [INSTR: DO NOT PROBE DK/RF.] About how much in total did you pay for this real estate? $________ .00 = 9999999 »
 
           
         
R031
           
   
If [Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], have you [or your [husband/wife/partner]] sold any real estate other than your principal residence or second home, such as land, or rental or investment property? = 1 YES 5 NO  »
 
       
     
R034

Did you [and your [husband/wife/partner]] also buy any real estate of this sort [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]?

DID YOU [AND YOUR [HUSBAND/WIFE/PARTNER]] ALSO BUY ANY REAL ESTATE OF THIS SORT [SINCE FINANCIAL R™S LAST IW MONTH, YEAR/IN THE LAST TWO YEARS]?

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If Did you [and your [husband/wife/partner]] also buy any real estate of this sort [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]? != 1 YES 5 NO  »
 
         
       
R035

About how much in total was the dollar value of the real estate you sold [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]?$________.00

ABOUT HOW MUCH IN TOTAL WAS THE DOLLAR VALUE OF THE REAL ESTATE YOU SOLD [SINCE FINANCIAL R™S LAST IW MONTH, YEAR/IN THE LAST TWO YEARS]?$________.00

         
       
If About how much in total was the dollar value of the real estate you sold [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]?$________.00 = 9999998 or About how much in total was the dollar value of the real estate you sold [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]?$________.00 = 9999999 »
 
           
         
R036
           
     
If Did you [and your [husband/wife/partner]] also buy any real estate of this sort [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]? = 1 YES 5 NO  »
 
         
       
R039

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?

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?

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If 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? = 1 BOUGHT MORE THAN SOLD 2 BOUGHT LESS THAN SOLD 3 BOUGHT AND SOLD ABOUT EQUAL AMOUNTS or 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? = 2 »
 
           
         
R040

Roughly, about how much [more/less] did you buy than you sold? $________ .00

ROUGHLY, ABOUT HOW MUCH [MORE/LESS] DID YOU BUY THAN YOU SOLD? $________ .00

           
         
If Roughly, about how much [more/less] did you buy than you sold? $________ .00 = 999998 or Roughly, about how much [more/less] did you buy than you sold? $________ .00 = 999999 »
 
             
           
R041
             
   
R044

[Since FINANCIAL R™s LAST IW MONTH, YEAR/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 principal residence or second home?

[SINCE FINANCIAL R™S LAST IW MONTH, YEAR/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 PRINCIPAL RESIDENCE OR SECOND HOME?

expand
     
   
If [Since FINANCIAL R™s LAST IW MONTH, YEAR/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 principal residence or second home? = 1 YES 5 NO  »
 
       
     
R045

What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? $________.00

WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF? $________.00

       
     
If What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? $________.00 = 9999998 or What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? $________.00 = 9999999 »
 
         
       
R046
         
 
If OZ086 = YES or PQ147 = YES or PQ147 = VOLYESMORETHANONE »
 
     
   
R049

[Since FINANCIAL R™s LAST IW MONTH, YEAR/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 FINANCIAL R™S LAST IW MONTH, YEAR/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?

expand
     
   
If [Since FINANCIAL R™s LAST IW MONTH, YEAR/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  »
 
       
     
R050

Altogether, about how much new money did you [or your partner/husband/wife] put into that, including any funds that you borrowed? $________.00

ALTOGETHER, ABOUT HOW MUCH NEW MONEY DID YOU [OR YOUR PARTNER/HUSBAND/WIFE] PUT INTO THAT, INCLUDING ANY FUNDS THAT YOU BORROWED? $________.00

       
     
If Altogether, about how much new money did you [or your partner/husband/wife] put into that, including any funds that you borrowed? $________.00 = 9999998 or Altogether, about how much new money did you [or your partner/husband/wife] put into that, including any funds that you borrowed? $________.00 = 9999999 »
 
         
       
R051
         
   
R054

[Since FINANCIAL R™s LAST IW MONTH, YEAR/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 FINANCIAL R™S LAST IW MONTH, YEAR/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?

expand
     
   
If [Since FINANCIAL R™s LAST IW MONTH, YEAR/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  »
 
       
     
R055

Altogether, about how much did you [or your partner/husband/wife] sell your interest for? (What was the selling price?) $________.00

ALTOGETHER, ABOUT HOW MUCH DID YOU [OR YOUR PARTNER/HUSBAND/WIFE] SELL YOUR INTEREST FOR? (WHAT WAS THE SELLING PRICE?) $________.00

       
     
If Altogether, about how much did you [or your partner/husband/wife] sell your interest for? (What was the selling price?) $________.00 = 9999998 or Altogether, about how much did you [or your partner/husband/wife] sell your interest for? (What was the selling price?) $________.00 = 9999999 »
 
         
       
R051
         
     
R060

In what year did you sell that? YEAR______

IN WHAT YEAR DID YOU SELL THAT? YEAR______

       
     
If In what year did you sell that? YEAR______ >= 2004 »
 
         
       
R059

What month was that?

WHAT MONTH WAS THAT?

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If OZ087 = YES or PQ316 = YES »
 
     
   
R061

Not counting any IRAs, Keoghs or pension accounts, [since FINANCIAL R™s LAST IW MONTH, YEAR/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 reinvestments?

NOT COUNTING ANY IRAS, KEOGHS OR PENSION ACCOUNTS, [SINCE FINANCIAL R™S LAST IW MONTH, YEAR/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 REINVESTMENTS?

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If Not counting any IRAs, Keoghs or pension accounts, [since FINANCIAL R™s LAST IW MONTH, YEAR/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 reinvestments? = 1 YES 5 NO  »
 
       
     
R062

Did you [or your partner|husband/wife] also sell or cash in any such assets?

DID YOU [OR YOUR PARTNER|HUSBAND/WIFE] ALSO SELL OR CASH IN ANY SUCH ASSETS?

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R063

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?

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?

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If 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? = 1 PUT MONEY IN 2 TAKE MONEY OUT 3 PUT IN ABOUT AS MUCH AS TOOK OUT or 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? = 2 »
 
         
       
R064

About how much more did you [put in than you took out/take out than you put in]? $________.00

ABOUT HOW MUCH MORE DID YOU [PUT IN THAN YOU TOOK OUT/TAKE OUT THAN YOU PUT IN]? $________.00

         
       
If About how much more did you [put in than you took out/take out than you put in]? $________.00 = 9999998 or About how much more did you [put in than you took out/take out than you put in]? $________.00 = 9999999 »
 
           
         
R065
           
   
Else
 
       
     
R068

Altogether, how much money (including any automatic reinvestment) did you [or your partner/husband/wife] put into that? $________.00

ALTOGETHER, HOW MUCH MONEY (INCLUDING ANY AUTOMATIC REINVESTMENT) DID YOU [OR YOUR PARTNER/HUSBAND/WIFE] PUT INTO THAT? $________.00

       
     
If Altogether, how much money (including any automatic reinvestment) did you [or your partner/husband/wife] put into that? $________.00 = 9999998 or Altogether, how much money (including any automatic reinvestment) did you [or your partner/husband/wife] put into that? $________.00 = 9999999 »
 
         
       
R069
         
     
R072

[Since FINANCIAL R™s LAST IW MONTH, YEAR/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 FINANCIAL R™S LAST IW MONTH, YEAR/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?

expand
       
     
If [Since FINANCIAL R™s LAST IW MONTH, YEAR/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  »
 
         
       
R073

Altogether, how much money did you [or your partner/husband/wife] get from that? $________.00

ALTOGETHER, HOW MUCH MONEY DID YOU [OR YOUR PARTNER/HUSBAND/WIFE] GET FROM THAT? $________.00

         
       
If Altogether, how much money did you [or your partner/husband/wife] get from that? $________.00 = 999998 or Altogether, how much money did you [or your partner/husband/wife] get from that? $________.00 = 999999 »
 
           
         
R074
           
 
If OZ079 = OWN and MH016 was assigned an EMPTY value and MH020 was assigned an EMPTY value and MH166 was assigned an EMPTY value »
 
     
   
If [Since FINANCIAL R™s LAST IW MONTH (per X038), YEAR (per X039)/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? = 5 »
 
       
     
R077

What happened to that home -- did you give it to someone, are our records incorrect, or what?

WHAT HAPPENED TO THAT HOME -- DID YOU GIVE IT TO SOMEONE, ARE OUR RECORDS INCORRECT, OR WHAT?

expand
       
     
If 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 (SPECIFY)  »
 
         
       
R079M1
         
       
If R079M1 = 2 »
 
           
         
R080M1
           
   
If Did you only buy, only sell, both buy and sell, or what? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.] = 2 »
 
       
     
R081

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?

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?

expand
       
 
If MA102 != 0 »
 
     
   
R083

Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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?

WAS THERE ANYONE LIVING WITH YOU [AND YOUR [HUSBAND/WIFE/PARTNER]] IN [FINANCIAL R™S LAST IW MONTH, YEAR/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?

expand
     
   
If Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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, TOOK ASSETS 2 YES, TOOK DEBTS 3 BOTH 5 NO or Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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? = 3 »
 
       
     
R084

Altogether, what is the total dollar value of assets that were removed that way? $________.00

ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE REMOVED THAT WAY? $________.00

       
     
If Altogether, what is the total dollar value of assets that were removed that way? $________.00 = 9999998 or Altogether, what is the total dollar value of assets that were removed that way? $________.00 = 9999999 »
 
         
       
R085
         
   
If Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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? != 5 and Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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? was answered »
 
       
     
If Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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 Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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? = 3 »
 
         
       
R088

Altogether, what is the total dollar value of debts that were removed that way? $________ .00

ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE REMOVED THAT WAY? $________ .00

         
       
If Altogether, what is the total dollar value of debts that were removed that way? $________ .00 = 9999998 or Altogether, what is the total dollar value of debts that were removed that way? $________ .00 = 9999999 »
 
           
         
R089
           
   
R092

Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/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 [AND YOUR [HUSBAND/WIFE/PARTNER]] NOW WHO HAS JOINED THE FAMILY [SINCE FINANCIAL R™S LAST IW MONTH, YEAR/IN THE LAST TWO YEARS] AND WHO HAD $5,000 OR MORE IN ASSETS OR DEBTS AT THE TIME THEY JOINED THE FAMILY?

expand
     
   
If Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/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, HAD ASSETS 2 YES, HAD DEBTS 3 HAD BOTH 5 NO or Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family? = 3 »
 
       
     
R093

Altogether, what was the total dollar value of assets that were brought into the family in that way?

ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY?

       
     
If Altogether, what was the total dollar value of assets that were brought into the family in that way? = 9999998 or Altogether, what was the total dollar value of assets that were brought into the family in that way? = 9999999 »
 
         
       
R094
         
   
If Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family? != 5 and Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family? was answered »
 
       
     
If Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family? = 2 or Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family? = 3 »
 
         
       
R097

Altogether, what was the total dollar value of debts that were brought into the family in that way?$________ .00

ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY?$________ .00

         
       
If Altogether, what was the total dollar value of debts that were brought into the family in that way?$________ .00 = 9999998 or Altogether, what was the total dollar value of debts that were brought into the family in that way?$________ .00 = 9999999 »
 
           
         
R098
           
 
R101
   
End of R. Asset change
Start of R. Asset change

If OZ024 = YES and MX007_R = FINANCIAOR or MX007_R = FINANCIAL_FAMILYR »

If OZ079 = OWN or MH004 = OWN_ORBUYING or MH008 = OWNSALL or MH008 = OWNSPART or MH014 = OWNSBTHHOMEANDSITE or MH014 = OWNSONLYSITE or MH014 = OWNSONLYHOME or MH151 = YES »

| |  ========================================================================
| | 
R002
[Since FINANCIAL R™s LAST IW MONTH (per X038), YEAR (per X039)/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?

[SINCE FINANCIAL R™S LAST IW MONTH (PER X038), YEAR (PER X039)/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


| |  If [Since FINANCIAL R™s LAST IW MONTH (per X038), YEAR (per X039)/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? (R002) = 1 YES 5 NO  »

| | |  ========================================================================
| | | 
R003
Did you only buy, only sell, both buy and sell, or what? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.]

DID YOU ONLY BUY, ONLY SELL, BOTH BUY AND SELL, OR WHAT? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.]

- - - - - - - - - - - - - - - - - - - - - - - - -
1 ONLY BOUGHT
2 ONY SOLD
3 BOTH BOUGHT AND SOLD
7 OTHER (SPECIFY) ___________


| | |  If Did you only buy, only sell, both buy and sell, or what? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.] (R003) was answered AND If Did you only buy, only sell, both buy and sell, or what? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.] (R003) != 2 and Did you only buy, only sell, both buy and sell, or what? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.] (R003) != 7 »

| | | |  ========================================================================
| | | | 
R006
In what year did you buy a home? YEAR_____

IN WHAT YEAR DID YOU BUY A HOME? YEAR_____


| | | |  If R006 >= 2004 »

| | | | |  ========================================================================
| | | | | 
R005
What month was that? [drop down]

WHAT MONTH WAS THAT? [DROP DOWN]

- - - - - - - - - - - - - - - - - - - - - - - - -
01 JAN
02 FEB
03 MAR
04 APR
05 MAY
06 JUN
07 JUL
08 AUG
09 SEP
10 OCT
11 NOV
12 DEC


| | | |  ========================================================================
| | | | 
R007
What was the purchase price?[INSTR: DO NOT PROBE DK/RF.] What was the purchase price? $ ________ .00

WHAT WAS THE PURCHASE PRICE?[INSTR: DO NOT PROBE DK/RF.] WHAT WAS THE PURCHASE PRICE? $ ________ .00


| | | |  If What was the purchase price?[INSTR: DO NOT PROBE DK/RF.] What was the purchase price? $ ________ .00 (R007) = 99999998 or What was the purchase price?[INSTR: DO NOT PROBE DK/RF.] What was the purchase price? $ ________ .00 (R007) = 99999999 »

| | | | |  ========================================================================
| | | | | 
R008
R008

| | | |  ========================================================================
| | | | 
R012
In what year did you sell a home? YEAR_____

IN WHAT YEAR DID YOU SELL A HOME? YEAR_____


| | | |  If R012 >= 2004 »

| | | | |  ========================================================================
| | | | | 
R011
What month was that?[drop down]

WHAT MONTH WAS THAT?[DROP DOWN]

- - - - - - - - - - - - - - - - - - - - - - - - -
01 JAN
02 FEB
03 MAR
04 APR
05 MAY
06 JUN
07 JUL
08 AUG
09 SEP
10 OCT
11 NOV
12 DEC


| | | |  ========================================================================
| | | | 
R013
What was the selling price? [INSTR: DO NOT PROBE DK/RF.] What was the selling price? $________.00

WHAT WAS THE SELLING PRICE? [INSTR: DO NOT PROBE DK/RF.] WHAT WAS THE SELLING PRICE? $________.00


| | | |  If What was the selling price? [INSTR: DO NOT PROBE DK/RF.] What was the selling price? $________.00 (R013) = 99999998 or What was the selling price? [INSTR: DO NOT PROBE DK/RF.] What was the selling price? $________.00 (R013) = 99999999 »

| | | | |  ========================================================================
| | | | | 
R014
R014

| | | |  ========================================================================
| | | | 
R018
In what year did you buy that home? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] In what year did you buy that home? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.] YEAR_________

IN WHAT YEAR DID YOU BUY THAT HOME? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] IN WHAT YEAR DID YOU BUY THAT HOME? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.] YEAR_________


| | | |  If R018 >= 2004 »

| | | | |  ========================================================================
| | | | | 
R017
What month was that? [drop down]

WHAT MONTH WAS THAT? [DROP DOWN]

- - - - - - - - - - - - - - - - - - - - - - - - -
01 JAN
02 FEB
03 MAR
04 APR
05 MAY
06 JUN
07 JUL
08 AUG
09 SEP
10 OCT
11 NOV
12 DEC


| | | |  ========================================================================
| | | | 
R019
What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] [INSTR: DO NOT PROBE DK/RF.] What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.]$________.00

WHAT WAS THE PURCHASE PRICE? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] [INSTR: DO NOT PROBE DK/RF.] WHAT WAS THE PURCHASE PRICE? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.]$________.00


| | | |  If What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] [INSTR: DO NOT PROBE DK/RF.] What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.]$________.00 (R019) = 99999998 or What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT THEY SOLD.] [INSTR: DO NOT PROBE DK/RF.] What was the purchase price? [INSTR: THIS REFERS TO THE HOME THAT YOU SOLD.]$________.00 (R019) = 99999999 »

| | | | |  ========================================================================
| | | | | 
R020
R020

| |  ========================================================================
| | 
R023
[Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], did you [or your [husband/wife/partner]] make any major additions or home improvements to a primary residence that you owned?

[SINCE FINANCIAL R™S LAST IW MONTH, YEAR/IN THE LAST TWO YEARS], DID YOU [OR YOUR [HUSBAND/WIFE/PARTNER]] MAKE ANY MAJOR ADDITIONS OR HOME IMPROVEMENTS TO A PRIMARY RESIDENCE THAT YOU OWNED?

- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO


| |  If [Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], did you [or your [husband/wife/partner]] make any major additions or home improvements to a primary residence that you owned? (R023) = 1 YES 5 NO  »

| | |  ========================================================================
| | | 
R024
What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself?

WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF?


| | |  If What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? (R024) = 9999998 or What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? (R024) = 9999999 »

| | | |  ========================================================================
| | | | 
R025
R025

If OZ098 = YES or PQ133 = YES or PQ133 = VOLYESMORETHANONE »

| |  ========================================================================
| | 
R028
[Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], have you [or your [husband/wife/partner]] sold any real estate other than your principal residence or second home, such as land, or rental or investment property?

[SINCE FINANCIAL R™S LAST IW MONTH, YEAR/IN THE LAST TWO YEARS], HAVE YOU [OR YOUR [HUSBAND/WIFE/PARTNER]] SOLD ANY REAL ESTATE OTHER THAN YOUR PRINCIPAL RESIDENCE OR SECOND HOME, SUCH AS LAND, OR RENTAL OR INVESTMENT PROPERTY?

- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO


| |  If [Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], have you [or your [husband/wife/partner]] sold any real estate other than your principal residence or second home, such as land, or rental or investment property? (R028) != 1 YES 5 NO  »

| | |  ========================================================================
| | | 
R029
Have you bought any such real estate properties [since [MONTH] [YEAR]/in the last two years]?

HAVE YOU BOUGHT ANY SUCH REAL ESTATE PROPERTIES [SINCE [MONTH] [YEAR]/IN THE LAST TWO YEARS]?

- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO


| | |  If Have you bought any such real estate properties [since [MONTH] [YEAR]/in the last two years]? (R029) = 1 YES 5 NO  »

| | | |  ========================================================================
| | | | 
R030
About how much in total did you pay for this real estate? [INSTR: DO NOT PROBE DK/RF.] About how much in total did you pay for this real estate? $________ .00

ABOUT HOW MUCH IN TOTAL DID YOU PAY FOR THIS REAL ESTATE? [INSTR: DO NOT PROBE DK/RF.] ABOUT HOW MUCH IN TOTAL DID YOU PAY FOR THIS REAL ESTATE? $________ .00


| | | |  If About how much in total did you pay for this real estate? [INSTR: DO NOT PROBE DK/RF.] About how much in total did you pay for this real estate? $________ .00 (R030) = 9999998 or About how much in total did you pay for this real estate? [INSTR: DO NOT PROBE DK/RF.] About how much in total did you pay for this real estate? $________ .00 (R030) = 9999999 »

| | | | |  ========================================================================
| | | | | 
R031
R031

| |  If [Since FINANCIAL R™s LAST IW MONTH, YEAR/In the last two years], have you [or your [husband/wife/partner]] sold any real estate other than your principal residence or second home, such as land, or rental or investment property? (R028) = 1 YES 5 NO  »

| | |  ========================================================================
| | | 
R034
Did you [and your [husband/wife/partner]] also buy any real estate of this sort [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]?

DID YOU [AND YOUR [HUSBAND/WIFE/PARTNER]] ALSO BUY ANY REAL ESTATE OF THIS SORT [SINCE FINANCIAL R™S LAST IW MONTH, YEAR/IN THE LAST TWO YEARS]?

- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO


| | |  If Did you [and your [husband/wife/partner]] also buy any real estate of this sort [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]? (R034) != 1 YES 5 NO  »

| | | |  ========================================================================
| | | | 
R035
About how much in total was the dollar value of the real estate you sold [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]?$________.00

ABOUT HOW MUCH IN TOTAL WAS THE DOLLAR VALUE OF THE REAL ESTATE YOU SOLD [SINCE FINANCIAL R™S LAST IW MONTH, YEAR/IN THE LAST TWO YEARS]?$________.00


| | | |  If About how much in total was the dollar value of the real estate you sold [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]?$________.00 (R035) = 9999998 or About how much in total was the dollar value of the real estate you sold [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]?$________.00 (R035) = 9999999 »

| | | | |  ========================================================================
| | | | | 
R036
R036

| | |  If Did you [and your [husband/wife/partner]] also buy any real estate of this sort [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years]? (R034) = 1 YES 5 NO  »

| | | |  ========================================================================
| | | | 
R039
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?

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?

- - - - - - - - - - - - - - - - - - - - - - - - -
1 BOUGHT MORE THAN SOLD
2 BOUGHT LESS THAN SOLD
3 BOUGHT AND SOLD ABOUT EQUAL AMOUNTS


| | | |  If 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? (R039) = 1 BOUGHT MORE THAN SOLD 2 BOUGHT LESS THAN SOLD 3 BOUGHT AND SOLD ABOUT EQUAL AMOUNTS or 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? (R039) = 2 »

| | | | |  ========================================================================
| | | | | 
R040
Roughly, about how much [more/less] did you buy than you sold? $________ .00

ROUGHLY, ABOUT HOW MUCH [MORE/LESS] DID YOU BUY THAN YOU SOLD? $________ .00


| | | | |  If Roughly, about how much [more/less] did you buy than you sold? $________ .00 (R040) = 999998 or Roughly, about how much [more/less] did you buy than you sold? $________ .00 (R040) = 999999 »

| | | | | |  ========================================================================
| | | | | | 
R041
R041

| |  ========================================================================
| | 
R044
[Since FINANCIAL R™s LAST IW MONTH, YEAR/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 principal residence or second home?

[SINCE FINANCIAL R™S LAST IW MONTH, YEAR/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 PRINCIPAL RESIDENCE OR SECOND HOME?

- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO


| |  If [Since FINANCIAL R™s LAST IW MONTH, YEAR/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 principal residence or second home? (R044) = 1 YES 5 NO  »

| | |  ========================================================================
| | | 
R045
What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? $________.00

WHAT WAS THE DOLLAR COST OF THESE ADDITIONS AND IMPROVEMENTS, PLUS THE VALUE OF ANY WORK YOU MAY HAVE DONE YOURSELF? $________.00


| | |  If What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? $________.00 (R045) = 9999998 or What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself? $________.00 (R045) = 9999999 »

| | | |  ========================================================================
| | | | 
R046
R046

If OZ086 = YES or PQ147 = YES or PQ147 = VOLYESMORETHANONE »

| |  ========================================================================
| | 
R049
[Since FINANCIAL R™s LAST IW MONTH, YEAR/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 FINANCIAL R™S LAST IW MONTH, YEAR/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


| |  If [Since FINANCIAL R™s LAST IW MONTH, YEAR/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? (R049) = 1 YES 5 NO  »

| | |  ========================================================================
| | | 
R050
Altogether, about how much new money did you [or your partner/husband/wife] put into that, including any funds that you borrowed? $________.00

ALTOGETHER, ABOUT HOW MUCH NEW MONEY DID YOU [OR YOUR PARTNER/HUSBAND/WIFE] PUT INTO THAT, INCLUDING ANY FUNDS THAT YOU BORROWED? $________.00


| | |  If Altogether, about how much new money did you [or your partner/husband/wife] put into that, including any funds that you borrowed? $________.00 (R050) = 9999998 or Altogether, about how much new money did you [or your partner/husband/wife] put into that, including any funds that you borrowed? $________.00 (R050) = 9999999 »

| | | |  ========================================================================
| | | | 
R051
R051

| |  ========================================================================
| | 
R054
[Since FINANCIAL R™s LAST IW MONTH, YEAR/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 FINANCIAL R™S LAST IW MONTH, YEAR/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


| |  If [Since FINANCIAL R™s LAST IW MONTH, YEAR/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? (R054) = 1 YES 5 NO  »

| | |  ========================================================================
| | | 
R055
Altogether, about how much did you [or your partner/husband/wife] sell your interest for? (What was the selling price?) $________.00

ALTOGETHER, ABOUT HOW MUCH DID YOU [OR YOUR PARTNER/HUSBAND/WIFE] SELL YOUR INTEREST FOR? (WHAT WAS THE SELLING PRICE?) $________.00


| | |  If Altogether, about how much did you [or your partner/husband/wife] sell your interest for? (What was the selling price?) $________.00 (R055) = 9999998 or Altogether, about how much did you [or your partner/husband/wife] sell your interest for? (What was the selling price?) $________.00 (R055) = 9999999 »

| | | |  ========================================================================
| | | | 
R051
R051

| | |  ========================================================================
| | | 
R060
In what year did you sell that? YEAR______

IN WHAT YEAR DID YOU SELL THAT? YEAR______


| | |  If R060 >= 2004 »

| | | |  ========================================================================
| | | | 
R059
What month was that?

WHAT MONTH WAS THAT?

- - - - - - - - - - - - - - - - - - - - - - - - -
01 JAN
02 FEB
03 MAR
04 APR
05 MAY
06 JUN
07 JUL
08 AUG
09 SEP
10 OCT
11 NOV
12 DEC


If OZ087 = YES or PQ316 = YES »

| |  ========================================================================
| | 
R061
Not counting any IRAs, Keoghs or pension accounts, [since FINANCIAL R™s LAST IW MONTH, YEAR/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 reinvestments?

NOT COUNTING ANY IRAS, KEOGHS OR PENSION ACCOUNTS, [SINCE FINANCIAL R™S LAST IW MONTH, YEAR/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 REINVESTMENTS?

- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO


| |  If Not counting any IRAs, Keoghs or pension accounts, [since FINANCIAL R™s LAST IW MONTH, YEAR/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 reinvestments? (R061) = 1 YES 5 NO  »

| | |  ========================================================================
| | | 
R062
Did you [or your partner|husband/wife] also sell or cash in any such assets?

DID YOU [OR YOUR PARTNER|HUSBAND/WIFE] ALSO SELL OR CASH IN ANY SUCH ASSETS?

- - - - - - - - - - - - - - - - - - - - - - - - -
1 YES
5 NO


| | |  ========================================================================
| | | 
R063
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?

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?

- - - - - - - - - - - - - - - - - - - - - - - - -
1 PUT MONEY IN
2 TAKE MONEY OUT
3 PUT IN ABOUT AS MUCH AS TOOK OUT


| | |  If 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? (R063) = 1 PUT MONEY IN 2 TAKE MONEY OUT 3 PUT IN ABOUT AS MUCH AS TOOK OUT or 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? (R063) = 2 »

| | | |  ========================================================================
| | | | 
R064
About how much more did you [put in than you took out/take out than you put in]? $________.00

ABOUT HOW MUCH MORE DID YOU [PUT IN THAN YOU TOOK OUT/TAKE OUT THAN YOU PUT IN]? $________.00


| | | |  If About how much more did you [put in than you took out/take out than you put in]? $________.00 (R064) = 9999998 or About how much more did you [put in than you took out/take out than you put in]? $________.00 (R064) = 9999999 »

| | | | |  ========================================================================
| | | | | 
R065
R065

| |  Else

| | |  ========================================================================
| | | 
R068
Altogether, how much money (including any automatic reinvestment) did you [or your partner/husband/wife] put into that? $________.00

ALTOGETHER, HOW MUCH MONEY (INCLUDING ANY AUTOMATIC REINVESTMENT) DID YOU [OR YOUR PARTNER/HUSBAND/WIFE] PUT INTO THAT? $________.00


| | |  If Altogether, how much money (including any automatic reinvestment) did you [or your partner/husband/wife] put into that? $________.00 (R068) = 9999998 or Altogether, how much money (including any automatic reinvestment) did you [or your partner/husband/wife] put into that? $________.00 (R068) = 9999999 »

| | | |  ========================================================================
| | | | 
R069
R069

| | |  ========================================================================
| | | 
R072
[Since FINANCIAL R™s LAST IW MONTH, YEAR/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 FINANCIAL R™S LAST IW MONTH, YEAR/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


| | |  If [Since FINANCIAL R™s LAST IW MONTH, YEAR/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? (R072) = 1 YES 5 NO  »

| | | |  ========================================================================
| | | | 
R073
Altogether, how much money did you [or your partner/husband/wife] get from that? $________.00

ALTOGETHER, HOW MUCH MONEY DID YOU [OR YOUR PARTNER/HUSBAND/WIFE] GET FROM THAT? $________.00


| | | |  If Altogether, how much money did you [or your partner/husband/wife] get from that? $________.00 (R073) = 999998 or Altogether, how much money did you [or your partner/husband/wife] get from that? $________.00 (R073) = 999999 »

| | | | |  ========================================================================
| | | | | 
R074
R074

If OZ079 = OWN and MH016 was assigned an EMPTY value and MH020 was assigned an EMPTY value and MH166 was assigned an EMPTY value »

| |  If [Since FINANCIAL R™s LAST IW MONTH (per X038), YEAR (per X039)/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? (R002) = 5 »

| | |  ========================================================================
| | | 
R077
What happened to that home -- did you give it to someone, are our records incorrect, or what?

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 (SPECIFY)


| | |  If What happened to that home -- did you give it to someone, are our records incorrect, or what? (R077) = 1 GAVE TO SOMEONE 2 RECORDS INCORRECT 7 OTHER (SPECIFY)  »

| | | |  ========================================================================
| | | | 
R079M1
R079M1

| | | |  If R079M1 = 2 »

| | | | |  ========================================================================
| | | | | 
R080M1
R080M1

| |  If Did you only buy, only sell, both buy and sell, or what? [INSTR: IF THERE WERE MULTIPLE SALES OR PURCHASES, SELECT 'OTHER (SPECIFY)'.] (R003) = 2 »

| | |  ========================================================================
| | | 
R081
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?

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 INVESTED THE MONEY
2 GAVE PROCEEDS TO SOMEONE
3 RECORDS INCORRECT
7 OTHER (SPECIFY)


If MA102 != 0 »

| |  ========================================================================
| | 
R083
Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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?

WAS THERE ANYONE LIVING WITH YOU [AND YOUR [HUSBAND/WIFE/PARTNER]] IN [FINANCIAL R™S LAST IW MONTH, YEAR/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, TOOK ASSETS
2 YES, TOOK DEBTS
3 BOTH
5 NO


| |  If Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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? (R083) = 1 YES, TOOK ASSETS 2 YES, TOOK DEBTS 3 BOTH 5 NO or Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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? (R083) = 3 »

| | |  ========================================================================
| | | 
R084
Altogether, what is the total dollar value of assets that were removed that way? $________.00

ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE REMOVED THAT WAY? $________.00


| | |  If Altogether, what is the total dollar value of assets that were removed that way? $________.00 (R084) = 9999998 or Altogether, what is the total dollar value of assets that were removed that way? $________.00 (R084) = 9999999 »

| | | |  ========================================================================
| | | | 
R085
R085

| |  If Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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? (R083) != 5 and Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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? (R083) was answered »

| | |  If Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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? (R083) = 2 or Was there anyone living with you [and your [husband/wife/partner]] in [FINANCIAL R™s LAST IW MONTH, YEAR/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? (R083) = 3 »

| | | |  ========================================================================
| | | | 
R088
Altogether, what is the total dollar value of debts that were removed that way? $________ .00

ALTOGETHER, WHAT IS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE REMOVED THAT WAY? $________ .00


| | | |  If Altogether, what is the total dollar value of debts that were removed that way? $________ .00 (R088) = 9999998 or Altogether, what is the total dollar value of debts that were removed that way? $________ .00 (R088) = 9999999 »

| | | | |  ========================================================================
| | | | | 
R089
R089

| |  ========================================================================
| | 
R092
Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/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 [AND YOUR [HUSBAND/WIFE/PARTNER]] NOW WHO HAS JOINED THE FAMILY [SINCE FINANCIAL R™S LAST IW MONTH, YEAR/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, HAD ASSETS
2 YES, HAD DEBTS
3 HAD BOTH
5 NO


| |  If Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family? (R092) = 1 YES, HAD ASSETS 2 YES, HAD DEBTS 3 HAD BOTH 5 NO or Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family? (R092) = 3 »

| | |  ========================================================================
| | | 
R093
Altogether, what was the total dollar value of assets that were brought into the family in that way?

ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF ASSETS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY?


| | |  If Altogether, what was the total dollar value of assets that were brought into the family in that way? (R093) = 9999998 or Altogether, what was the total dollar value of assets that were brought into the family in that way? (R093) = 9999999 »

| | | |  ========================================================================
| | | | 
R094
R094

| |  If Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family? (R092) != 5 and Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family? (R092) was answered »

| | |  If Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family? (R092) = 2 or Is there anyone in your family living with you [and your [husband/wife/partner]] now who has joined the family [since FINANCIAL R™s LAST IW MONTH, YEAR/in the last two years] and who had $5,000 or more in assets or debts at the time they joined the family? (R092) = 3 »

| | | |  ========================================================================
| | | | 
R097
Altogether, what was the total dollar value of debts that were brought into the family in that way?$________ .00

ALTOGETHER, WHAT WAS THE TOTAL DOLLAR VALUE OF DEBTS THAT WERE BROUGHT INTO THE FAMILY IN THAT WAY?$________ .00


| | | |  If Altogether, what was the total dollar value of debts that were brought into the family in that way?$________ .00 (R097) = 9999998 or Altogether, what was the total dollar value of debts that were brought into the family in that way?$________ .00 (R097) = 9999999 »

| | | | |  ========================================================================
| | | | | 
R098
R098

|  ========================================================================
R101
R101

End of R. Asset change