Q010
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Did you [or your husband/wife/partner] do any work for pay last year, in LAST CALENDAR YEAR? |
Q011
|
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Which one of you worked for pay last year? |
Q012
|
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Did you do any work for pay last year, in LAST CALENDAR YEAR? |
Q013
|
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Did your [husband/wife/partner] do any work for pay last year, in LAST CALENDAR YEAR? |
Q014
|
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Did any of your earnings from work in LAST CALENDAR YEAR come from self-employment? |
Q015
|
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What was your income from self-employment, before taxes and other deductions, in LAST CALENDAR YEAR? |
Q016
|
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Thinking about your self-employment income in [LAST CALENDAR YEAR]: Did it amount to less than $____ , more than $____ , or what? |
Q017
|
|
Thinking about your self-employment income in [LAST CALENDAR YEAR]: Did it amount to less than $____ , more than $____ , or what? |
Q018
|
|
Thinking about your self-employment income in [LAST CALENDAR YEAR]: Did it amount to less than $____ , more than $____ , or what? |
Q019
|
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Aside from any self-employment income, [did/Did] any of your LAST CALENDAR YEAR earnings come from wages and salaries? |
Q020
|
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About how much wage and salary income did you receive in [LAST CALENDAR YEAR], before taxes and other deductions? $_________.00 |
Q021
|
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Did it amount to less than $____ , more than $____ , or what? |
Q022
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q023
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q024
|
|
Did any of your LAST CALENDAR YEAR income come from a professional practice or trade? |
Q025
|
|
About how much did you receive from professional practice or trade in [LAST CALENDAR YEAR], before taxes and other deductions? |
Q026
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q027
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q028
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q029
|
|
Other than what you have already told us about, did any of your LAST CALENDAR YEAR income come from tips, bonuses, commissions, etc? |
Q031
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q030
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q033
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q034
|
|
In LAST CALENDAR YEAR, did [you/Rname] receive any other income from work, such as a second job or the military reserves? |
Q035
|
|
How much did you receive from this work in [LAST CALENDAR YEAR], before taxes and other deductions? |
Q036
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q037
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q038
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q039
|
|
Did any of your [husband's/wife's/partner's] income come from self-employment? |
Q040
|
|
What was your [husband's/wife's/partner's/spouse's] income from self-employment, before taxes and other deductions, in LAST CALENDAR YEAR? |
Q041
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q042
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q043
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q044
|
|
(Apart from any self-employment income) did your [husband/wife/partner] have any income from wages and salaries last year, in LAST CALENDAR YEAR? |
Q045
|
|
About how much did your [husband's/wife's/partner's] income from wages and salaries amount to in [LAST CALENDAR YEAR], before taxes and other deductions? |
Q046
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q047
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q048
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q049
|
|
Did any of your [husband's/wife's/partner's] income in LAST CALENDAR YEAR come from a professional practice or trade? |
Q050
|
|
About how much income did your [husband/wife/partner] receive in [LAST CALENDAR YEAR] from a professional practice or trade, before taxes and other deductions? |
Q051
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q052
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q053
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q054
|
|
Other than what you have already told us about, did any of your [husband's/wife's/partner's] LAST CALENDAR YEAR income come from tips, bonuses, commissions, etc? |
Q055
|
|
About how much did your [husband/wife/partner] receive from tips, bonuses, commissions, etc. in [LAST CALENDAR YEAR], before taxes and other deductions? |
Q056
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q057
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q058
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q059
|
|
Did your [husband/wife/partner] receive any other income from work, such as a second job or the military reserves? |
Q060
|
|
How much did your [husband/wife/partner] receive from this work in [LAST CALENDAR YEAR], before taxes and other deductions? |
Q061
|
|
Did it amount to less than $____, more than $____ , or what? |
Q062
|
|
Did it amount to less than $____, more than $____ , or what? |
Q063
|
|
Did it amount to less than $____, more than $____ , or what? |
Q064
|
|
Did you [or your husband/wife/partner] receive any income in LAST CALENDAR YEAR from Unemployment Compensation? |
Q065
|
|
Who received that? |
Q066
|
|
How much did you receive in LAST CALENDAR YEAR, before taxes and other deductions? |
Q067
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q068
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q069
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q070
|
|
How much did your [husband/wife/partner] receive in [LAST CALENDAR YEAR], before taxes and other deductions? |
Q071
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q072
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q073
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q074
|
|
Did you [or your husband/wife/partner] receive any income in LAST CALENDAR YEAR from Workers' Compensation? |
Q075
|
|
Who received that? |
Q076
|
|
How much did you, yourself, receive in [LAST CALENDAR YEAR], before taxes and other deductions? |
Q077
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q078
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q079
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q080
|
|
How much did your [husband/wife/partner] receive in [LAST CALENDAR YEAR], before taxes and other deductions? |
Q081
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q082
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q083
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q085
|
|
About the Social Security income that you, yourself, receive, how much was that Social Security check, or the amount deposited directly into an account, last month? |
Q086
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q087
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q088
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q089
|
|
In what year did you start to receive Social Security benefits?YEAR ________ |
Q090
|
|
What month was that? |
Q084
|
|
Is your [husband/wife/partner] currently receiving any Social Security income? |
Q091
|
|
How much was that Social Security check, or the amount deposited directly into an account, last month? |
Q092
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q093
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q094
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q095
|
|
In what year did your [husband/wife/partner] start to receive Social Security benefits? |
Q096
|
|
What month was that? |
Q105
|
|
Did you [or your husband/wife/partner] receive any income last month from Supplemental Security Income, also called SSI? |
Q106
|
|
Which one of you received income from SSI? |
Q107
|
|
How much did [you / you and your [husband/wife/partner]/ your [husband/wife/partner]] receive from SSI last month? |
Q108
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q109
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q110
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q111
|
|
In what year did [you and your [husband/wife/partner]/you/he/she] start to receive SSI? YEAR __________ |
Q112
|
|
What month was that? |
Q113
|
|
Did you [or your husband/wife/partner] receive any income from welfare in LAST CALENDAR YEAR, not including SSI? |
Q114
|
|
Who received that? |
Q115
|
|
How much did [you/you and your [husband/wife/partner]/your [husband/wife/partner]] receive in [LAST CALENDAR YEAR]? |
Q116
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q117
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q118
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q119
|
|
Are you [or your husband/wife/partner] currently receiving any income from veteran benefits or a military pension? |
Q120
|
|
Who receives that? |
Q121
|
|
How much did you receive last month from that before taxes and other deductions? |
Q122
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q123
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q124
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q125
|
|
In what year did you start to receive these benefits? YEAR ____________ |
Q126
|
|
What month was that? |
Q127
|
|
How much did your [husband/wife/partner] receive last month from that before taxes and other deductions? |
Q128
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q129
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q130
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q131
|
|
In what year did [he/she] start to receive these benefits? |
Q132
|
|
What month was that? |
Q133
|
|
Do you [or your husband/wife/partner] have any real estate such as land, rental real estate, or money owed to you on a land contract or mortgage? |
Q134
|
|
If you sold all that and then paid off any debts on it, about how much would you get? |
Q135
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q136
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q137
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q138
|
|
Do you [or your husband/wife/partner] currently receive any income or rent from those properties? |
Q139
|
|
How often do you receive that? |
Q141
|
|
Before any expenses or deductions, about how much did you receive last TIME PERIOD FROM Q139 from that? |
Q142
|
|
Do you get about the same amount each TIME PERIOD FROM Q139? |
Q143
|
|
Before any expenses or deductions, about how much did you receive from this rental income in LAST CALENDAR YEAR? |
Q144
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q145
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q146
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q147
|
|
Do you [or your husband/wife/partner] own part or all of a business or farm? |
Q148
|
|
If you sold all that and then paid off any debts on it, about how much would you get? |
Q149
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q150
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q151
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q523
|
|
What percent have you already told us about? |
Q152
|
|
Do you [or your husband/wife/partner] currently receive any income from those farms or businesses? |
Q153
|
|
How often do you receive that? |
Q155
|
|
About how much did you receive last TIME PERIOD FROM Q153 from that, before taxes and other deductions? |
Q156
|
|
Do you get about the same amount each TIME PERIOD FROM Q153? |
Q157
|
|
About how much did you [and your husband/wife/partner] receive from any farms or businesses in LAST CALENDAR YEAR, before taxes and other deductions? |
Q158
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q159
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q160
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q161
|
|
Did you tell us about this income earlier in the interview? |
Q162
|
|
Do you [or your husband/wife/partner] currently have any money or assets that are held in an Individual Retirement Account, that is, in an IRA or KEOGH account? |
Q163
|
|
How many IRA or KEOGH accounts do you [and your [husband/wife/partner]) have? |
Q165
|
|
Are these yours or your [husband's/wife's/partner's]? |
Q166
|
|
About how much in total is in these IRA or KEOGH accounts at the present time? |
Q167
|
|
Thinking about that IRA or KEOGH account, does it amount to less than $____ , more than $____ , or what? |
Q168
|
|
Thinking about that IRA or KEOGH account, does it amount to less than $____ , more than $____ , or what? |
Q169
|
|
Thinking about that IRA or KEOGH account, does it amount to less than $____ , more than $____ , or what? |
Q537
|
|
Did any of the money in any of these IRA or KEOGH accounts come from a rollover from a job-related pension plan? |
Q538
|
|
Did all of it come from a rollover (from a job-related pension plan)? |
Q513
|
|
Is any of that (IRA/KEOGH) invested in stocks or stock mutual funds? |
Q514
|
|
About what percent is invested in stocks or stock mutual funds? |
Q515
|
|
Is it less than 50 percent, more than 50 percent, or what? |
Q170
|
|
Have you ([or your husband/wife/partner]) withdrawn any money or received any payments from [this account/these accounts] [since FINANCIAL R's LAST IW MONTH (per X038), YEAR (per X039)/in the last two years]? |
Q171
|
|
LAST IW MONTH, YEAR/in the last two years], before taxes and other deductions? |
Q172
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q173
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q174
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q175
|
|
PER: |
Q177
|
|
Did you ([or your husband/wife/partner]) take out only the ‚minimum withdrawal option', that is, the amount required to avoid a tax penalty? |
Q183
|
|
Was that your IRA or KEOGH or your [husband's/wife's/partner's]? |
Q184
|
|
Did you ([ or your husband/wife/partner]) cash in these accounts, convert them to annuities, or what? |
Q186
|
|
About how much money was converted to annuities? |
Q187
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q188
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q189
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q191
|
|
Thinking about the money received from this annuity, does it amount to less than $____ per month, more than $____ per month, or what? |
Q190
|
|
Thinking about the money received from this annuity, does it amount to less than $____ per month, more than $____ per month, or what? |
Q193
|
|
Thinking about the money received from this annuity, does it amount to less than $____ per month, more than $____ per month, or what? |
Q194
|
|
PER: |
Q196
|
|
Are federal income taxes withheld on these payments? |
Q197
|
|
In what year did you ([or your husband/wife/partner]) start to receive that annuity? |
Q198
|
|
What month was that? |
Q202
|
|
For how long will these annuity payments continue? |
Q201
|
|
- |
Q204
|
|
About how much money was withdrawn? |
Q205
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q206
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q207
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q215
|
|
Not including Social Security or other retirement income you may have already told us about, are you [or (your) husband/wife/partner] currently receiving any other income from retirement pensions? |
Q216
|
|
Who receives that? |
Q217
|
|
Do you receive income from more than one retirement pension? |
Q218
|
|
How many retirement pensions do you receive? NUMBER OF PENSIONS____________________ |
Q220
|
|
How much did you receive last month from the second (largest) pension, (before taxes and other deductions)? |
Q221
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q222
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q223
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q224
|
|
Were any federal income taxes withheld on that? |
Q225
|
|
If you wanted to, could you choose to receive a larger or smaller amount from that pension next month? |
Q226
|
|
Could you withdraw some or all of the money from that pension plan this month? |
Q227
|
|
About how much is in this pension account? |
Q228
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q229
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q230
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q231
|
|
In what year did you first begin to receive that pension? YEAR ________ |
Q232
|
|
What month was that? |
Q233
|
|
Is the pension payment automatically adjusted for changes in the cost of living? |
Q234
|
|
Will this payment continue for as long as you live? |
Q235
|
|
For how many years will it continue? NUMBER OF YEARS_________________ |
Q236
|
|
If you were to die, would the payment stop, continue unchanged, or continue at a reduced level? |
Q238
|
|
About the other retirement pensions that you receive, tell us about how much in total you received last month, before taxes and other deductions? |
Q239
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q240
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q241
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q242
|
|
Were any federal income taxes withheld on these? |
Q243
|
|
Does [he/she] currently receive more than one such pension? |
Q244
|
|
How many such pensions does your [husband/wife/partner] receive? NUMBER OF PENSIONS____________________ |
Q246
|
|
How much did [he/she] receive last month from that pension, (before taxes and other deductions)? |
Q247
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q248
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q249
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q250
|
|
Were any federal income taxes withheld on that? |
Q251
|
|
If [he/she] wanted to, could [he/she] choose to receive a larger or smaller amount from that pension next month? |
Q252
|
|
Could [he/she] withdraw some or all of the money from that pension plan this month? |
Q253
|
|
[About how much money is in this pension account? |
Q254
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q255
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q256
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q257
|
|
In what year did [he/she] first begin to receive that pension? |
Q258
|
|
What month was that? |
Q259
|
|
Is the pension payment automatically adjusted for changes in the cost of living? |
Q260
|
|
Will this payment continue for as long as [he/she] lives? |
Q261
|
|
For how many years will it continue? NUMBER OF YEARS_________________ |
Q262
|
|
If [he/she] were to die, would the payment stop, continue unchanged, or continue at a reduced level? |
Q264
|
|
About the other retirement pensions [he/she] receives, about how much in total did [he/she] receive last month, before taxes and other deductions? |
Q265
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q266
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q267
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q268
|
|
Were any federal income taxes withheld on these? |
Q269
|
|
Overall, about how much did you [and your [husband/wife/partner] receive last month from retirement pensions, not including Social Security? |
Q270
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q271
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q272
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q273
|
|
Aside from anything you have already told us about, are you [or your husband/wife/partner] currently receiving any income from annuities? |
Q274
|
|
Who receives that? |
Q275
|
|
Do you, yourself, receive income from more than one annuity? |
Q276
|
|
How many annuities do you receive? |
Q278
|
|
How much did you receive last month from the second largest annuity payment, before taxes and other deductions? |
Q279
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q280
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q281
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q524
|
|
Did you get any income from this annuity last year? |
Q525
|
|
How much in total did you receive from this annuity last year (before taxes and other deductions)? |
Q282
|
|
Were any federal income taxes withheld on that annuity? |
Q283
|
|
In what year did you start to receive that annuity payment? YEAR ___________ |
Q284
|
|
What month was that? |
Q285
|
|
Is the annuity payment automatically adjusted for changes in the cost of living? |
Q286
|
|
Will this payment continue for as long as you live? |
Q287
|
|
For how many years will it continue? NUMBER OF YEARS_________________ |
Q288
|
|
If you were to die, would the payment stop, continue unchanged, or continue at a reduced level? |
Q290
|
|
About the other annuity payments that you receive, about how much in total did you receive last month, before taxes and other deductions? |
Q291
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q292
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q293
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q526
|
|
Did you get any income from these annuities last year? |
Q527
|
|
How much in total did you receive from these annuities last year (before taxes and other deductions)? |
Q294
|
|
Were any federal income taxes withheld on these annuities? |
Q295
|
|
Does [he/she] currently receive more than one such annuity payment? |
Q296
|
|
How many such annuity payments does your [husband/wife/partner] receive? NUMBER OF ANNUITY PAYMENTS__________ |
Q298
|
|
How much [he/she] receive last month from that annuity payment, (before taxes and other deductions)? |
Q299
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q300
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q301
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q528
|
|
Did [he/she] get any income from this annuity last year? |
Q529
|
|
How much in total did [he/she] receive from this annuity last year (before taxes and other deductions)? |
Q302
|
|
Were any federal income taxes withheld on that annuity? |
Q303
|
|
In what year did [he/she] start to receive that annuity payment? |
Q304
|
|
What month was that? |
Q305
|
|
Is the annuity payment automatically adjusted for changes in the cost of living? |
Q306
|
|
Will this payment continue for as long as [he/she] lives? |
Q307
|
|
For how many years will it continue? NUMBER OF YEARS_________________ |
Q308
|
|
If [he/she] were to die, would the payment stop, continue unchanged, or continue at a reduced level? |
Q310
|
|
About the other annuity payments [he/she] receives, about how much in total did [he/she] receive last month, before taxes and other deductions? |
Q498
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q499
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q500
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q530
|
|
Did [he/she] get any income from these annuities last year? |
Q531
|
|
How much in total did [he/she] receive from these annuities last year (before taxes and other deductions)? |
Q311
|
|
Were any federal income taxes withheld on these annuities? |
Q312
|
|
Overall, about how much income did you [and your husband/wife/partner] receive last month from annuity payments, not including Social Security? |
Q316
|
|
Aside from anything you have already told us about, do you [or your husband/wife/partner] have any shares of stock or stock mutual funds? |
Q317
|
|
If you sold all those and paid off anything you owed on them, about how much would you have? |
Q318
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q319
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q320
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q321
|
|
Do these stocks or stock mutual funds pay any dividends or interest? |
Q322
|
|
How often is it paid? |
Q324
|
|
About how much did you receive in your last payment from that, before taxes and other deductions? |
Q325
|
|
Do you get about the same amount each payment? |
Q326
|
|
About how much did you receive from stocks or stock mutual funds in LAST CALENDAR YEAR, before taxes and other deductions? |
Q327
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q328
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q329
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q330
|
|
Aside from anything you have already told us about, do you [or your [husband/wife/partner]] have any corporate, municipal, government or foreign bonds, or bond funds? |
Q331
|
|
If you or your [husband/wife/partner] sold all those bonds or bond funds, and paid off anything you owed on them, about how much would you have? |
Q332
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q333
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q334
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q335
|
|
Do these bonds or bond funds pay any dividends or interest? |
Q336
|
|
How often is it paid? |
Q338
|
|
About how much did you receive in your last payment from that, before taxes and other deductions? |
Q339
|
|
Do you get about the same amount each payment? |
Q340
|
|
About how much did you receive from these bonds or bond funds in LAST CALENDAR YEAR, before taxes and other deductions? |
Q341
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q342
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q343
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q344
|
|
(Aside from anything you have already told us about,) Do you ([or your husband/wife/partner]) have any checking or savings accounts or money market funds? Please do not include CDs |
Q345
|
|
If you added up all such accounts, about how much would they amount to right now? |
Q346
|
|
Would they amount to a total of less than $____ , more than $____ , or what? |
Q347
|
|
Would they amount to a total of less than $____ , more than $____ , or what? |
Q348
|
|
Would they amount to a total of less than $____ , more than $____ , or what? |
Q349
|
|
Do these accounts or money market funds pay any dividends or interest? |
Q350
|
|
How often is it paid? |
Q352
|
|
About how much did you receive in your last payment from that, before taxes and other deductions? |
Q353
|
|
Do you get about the same amount each payment? |
Q354
|
|
About how much did you receive from these in LAST CALENDAR YEAR, before taxes and other deductions? |
Q494
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q495
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q496
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q356
|
|
(Aside from anything you have already told us about,) Do you [or your husband/wife/partner] have any money in CDs, Government Savings Bonds, or Treasury Bills? |
Q357
|
|
If you added up all such accounts, about how much would they amount to right now? |
Q358
|
|
Would they amount to a total of less than $____ , more than $____ , or what? |
Q359
|
|
Would they amount to a total of less than $____ , more than $____ , or what? |
Q360
|
|
Would they amount to a total of less than $____ , more than $____ , or what? |
Q361
|
|
Do these CDs, government bonds, or treasury bills pay any dividends or interest? |
Q362
|
|
How often is it paid? |
Q364
|
|
About how much did you receive in your last payment from that, before taxes and other deductions? |
Q365
|
|
Do you get about the same amount each payment? |
Q366
|
|
About how much did you receive from CD's, government bonds, or treasury bills in LAST CALENDAR YEAR, before taxes and other deductions? |
Q367
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q368
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q369
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q370
|
|
Do you [or your husband/wife/partner] own anything for transportation, like cars, trucks, a trailer, a motor home, a boat, or an airplane? |
Q371
|
|
What are they worth altogether, minus anything you still owe on them? |
Q372
|
|
Do they amount to less than $____ , more than $____ , or what? |
Q373
|
|
Do they amount to less than $____ , more than $____ , or what? |
Q374
|
|
Do they amount to less than $____ , more than $____ , or what? |
Q375
|
|
Do you [or your husband/wife/partner] have any other savings or assets, such as jewelry, money owed to you by others, a collection for investment purposes, rights in a trust or estate where you are the beneficiary, or an annuity that you haven't already told us about? |
Q376
|
|
If or your [husband/wife/partner] sold all that and then paid off any debts on it, about how much would you have? |
Q377
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q378
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q379
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q380
|
|
Do any of these other savings or assets pay any income? |
Q381
|
|
About how much income did you or your [husband/wife/partner] receive from these other assets in LAST CALENDAR YEAR, before taxes and other deductions? |
Q382
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q383
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q384
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q395
|
|
Any other income in LAST CALENDAR YEAR, for example, from private disability insurance payments, consulting fees, rent from your home or second home, odd jobs, and so forth? |
Q396
|
|
How much did you [and your [husband/wife/partner]] receive altogether from these other sources in LAST CALENDAR YEAR, before taxes and other deductions? |
Q397
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q398
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q399
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q400
|
|
Did you or other family members who may have been living there receive government food stamps, also known as SNAP benefits, at any time [since FINANCIAL R's LAST IW MONTH, YEAR/in the last two years]? |
QW777
|
|
Were there any months in ELIGIBLE YEAR when you (or other family members who may have been living (here/there)) were receiving government (food stamps/SNAP benefits)? |
QW778
|
|
Were there any months between [FINANCIAL R's LAST IW MONTH, YEAR] and January [FIRST YEAR OF PREVIOUS HRS WAVE DATA COLLECTION] when you, or other family members who may have been living there, were receiving government food stamps or SNAP benefits? |
Q532
|
|
Are you, or other family members who are living there, still receiving food stamps or SNAP benefits? |
Q406
|
|
How many dollars worth of (food stamps / SNAP benefits) did you (and other family members who may have been living (here/there)) get the last month you received (food stamps/SNAP benefits)? |
Q407
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q408
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q409
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q410
|
|
How many dollars' worth of (food stamps/SNAP benefits) did you (or other family members who may have been living (here/there)) get last month? |
Q411
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q412
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q413
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q414
|
|
Did you or other family members who may have been living (here/there) have any free or subsidized meals (such as ‚Meals on Wheels') delivered to you at home at any time [since FINANCIAL R's LAST IW MONTH, YEAR/in the last two years]? |
Q415
|
|
[Since FINANCIAL R's LAST IW MONTH, YEAR/In the last two years], have you always had enough money to buy the food you need? |
Q417
|
|
About how much do you, and other family members who may be living there, spend on food that you use at home in an average week? |
Q418
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q419
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q420
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q421
|
|
Do you (or other family members who may be living (here/there)) have any food delivered to the door which isn't included in that amount? |
Q422
|
|
About how much do you (or other family members who may be living (here/there)) spend in an average week on that food? |
Q423
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q424
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q425
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q426
|
|
About how much do you, and other family members who may be living there, spend eating out in a typical week, not counting meals at work or at school? |
Q427
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q428
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q429
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q432
|
|
During LAST CALENDAR YEAR, did RESIDENT CHILDn/HHMn NAME (per X058) do any work for pay? |
Q433
|
|
About how much money did [he/she] earn from all jobs in LAST CALENDAR YEAR, before taxes $_________ .00 |
Q434
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q435
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q436
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q437
|
|
Not including job income, about how much in total did other members of your family living there, receive in LAST CALENDAR YEAR from Social Security, pensions, welfare, interest, gifts, or anything else, before taxes and other deductions? |
Q438
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q439
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q440
|
|
Did it amount to a total of less than $____ , more than $____ , or what? |
Q441
|
|
Do other members of your family living (here/there) have more than $5,000 total in bank accounts, other financial assets, vehicles, property, or other investments? |
Q442
|
|
About how much altogether would that amount to, minus any debts they might have? |
Q443
|
|
Would it amount to a total of less than $____ , more than $____ , or what? |
Q444
|
|
Would it amount to a total of less than $____ , more than $____ , or what? |
Q445
|
|
Would it amount to a total of less than $____ , more than $____ , or what? |
Q446
|
|
Did you [or your husband/wife/partner] file a federal income tax return form for LAST CALENDAR YEAR? |
Q447
|
|
Did you ([and your husband/wife/partner]) itemize deductions on your LAST CALENDAR YEAR federal income tax, (such as property taxes, interest payments, medical expenses, and charitable contributions)? |
Q453
|
|
In LAST CALENDAR YEAR, did you ([or your husband/wife/partner]) donate money, property, or possessions totalling $500 or more to religious or other charitable organizations? |
Q454
|
|
About how much money did that amount to? |
Q455
|
|
Did they amount to less than $____ , more than $____ , or what? |
Q456
|
|
Did they amount to less than $____ , more than $____ , or what? |
Q457
|
|
Did they amount to less than $____ , more than $____ , or what? |
Q464
|
|
Have you [and your husband/wife/partner] put any of your assets into a trust? |
Q465
|
|
Do you [or your husband/wife/partner] receive any income from your trust[s]? |
Q467
|
|
What about the value of any trusts? If you could sell all the assets you have put in trusts, about how much would you have? |
Q468
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q469
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q470
|
|
Would it amount to less than $____ , more than $____ , or what? |
Q471
|
|
Have you already told us about all of the investments and other assets that are included in the trust? |
Q472
|
|
What is the value of the assets in the trust that you did not tell us about earlier? |
Q473
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q474
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q475
|
|
Does it amount to less than $____ , more than $____ , or what? |
Q476
|
|
If you wanted to, could you change the terms of the trust? |
Q477
|
|
And do you [or your husband/wife/partner] have any debts that we haven't asked about, such as credit card balances, medical debts, life insurance policy loans, loans from relatives, and so forth? |
Q478
|
|
Altogether, about how much would that amount to? |
Q479
|
|
Would it amount to a total of less than $____ , more than $____ , or what? |
Q480
|
|
Would it amount to a total of less than $____ , more than $____ , or what? |
Q481
|
|
Would it amount to a total of less than $____ , more than $____ , or what? |
Q517
|
|
Does any of that debt include credit card debt? |
Q518
|
|
Last month did you [and your husband/wife/partner] pay off all your credit card debt or was there an unpaid debt that you carried over to this month? |
Q519
|
|
How much credit card debt did you [and your husband/wife/partner] carry over from last month to this one? |
Q520
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q521
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q522
|
|
Did it amount to less than $____ , more than $____ , or what? |
Q483
|
|
Since FINANCIAL R's LAST IW MONTH, YEAR have you or your [husband/wife/partner], received any other large lump sum payments? |
Q484
|
|
What was the [next] largest lump sum -- was it from an inheritance, a trust, an insurance settlement, or something else? |
Q487
|
|
In what year did you [or your husband/wife/partner] receive a lump sum from that TYPE OF LUMP SUM FROM Q484/Q485? YEAR_____ |
Q486
|
|
What month was that? |
Q488
|
|
About how much did you [or your husband/wife/partner], receive from the TYPE OF LUMP SUM |
Q489
|
|
Did it amount to less than $50,000, more than $50,000, or what? |
Q490
|
|
From whom was that inheritance or trust received, that is, what is their relationship to you? |