G. Housing and Assets

This module contains information about house and assets. Questions on housing include home ownership, house physical structure, payments/loans, and market value. Financial assets include three broad categories: deposits, bonds, and stocks.

Start of G. Housing and Assets
 
G-000

[Interviewer: Before beginning Section G, give the following explanation to put the respondent at ease in order to obtain accurate responses.] [Instructions for interviewer to read:] How much financial resources people have can greatly affect their post-retirement years. In particular, housing is a major expense for many people. For many people who own their home, it is their major asset. In addition to asking you about your home, I would also like to ask you about other financial assets you have. I know these questions are intrusive, and I ask for your cooperation. May I continue?

[INTERVIEWER: BEFORE BEGINNING SECTION G, GIVE THE FOLLOWING EXPLANATION TO PUT THE RESPONDENT AT EASE IN ORDER TO OBTAIN ACCURATE RESPONSES.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] HOW MUCH FINANCIAL RESOURCES PEOPLE HAVE CAN GREATLY AFFECT THEIR POST-RETIREMENT YEARS. IN PARTICULAR, HOUSING IS A MAJOR EXPENSE FOR MANY PEOPLE. FOR MANY PEOPLE WHO OWN THEIR HOME, IT IS THEIR MAJOR ASSET. IN ADDITION TO ASKING YOU ABOUT YOUR HOME, I WOULD ALSO LIKE TO ASK YOU ABOUT OTHER FINANCIAL ASSETS YOU HAVE. I KNOW THESE QUESTIONS ARE INTRUSIVE, AND I ASK FOR YOUR COOPERATION. MAY I CONTINUE?
expand
 
If [Interviewer: Before beginning Section G, give the following explanation to put the respondent at ease in order to obtain accurate responses.] [Instructions for interviewer to read:] How much financial resources people have can greatly affect their post-retirement years. In particular, housing is a major expense for many people. For many people who own their home, it is their major asset. In addition to asking you about your home, I would also like to ask you about other financial assets you have. I know these questions are intrusive, and I ask for your cooperation. May I continue? = 1. Yes »
 
   
 
G-001

When was your current home built?

WHEN WAS YOUR CURRENT HOME BUILT?
expand
   
 
G-002

[Interviewer: Ask question after showing card G-002.] Do you own or rent your home? (Owning includes coops, etc.)

[INTERVIEWER: ASK QUESTION AFTER SHOWING CARD G-002.]
DO YOU OWN OR RENT YOUR HOME? (OWNING INCLUDES COOPS, ETC.)
expand
   
 
If [Interviewer: Ask question after showing card G-002.] Do you own or rent your home? (Owning includes coops, etc.) = 1. Own (also own land) or [Interviewer: Ask question after showing card G-002.] Do you own or rent your home? (Owning includes coops, etc.) = 2. Own (rented land) »
 
     
   
G-003

[Interviewer: Ask question after showing card G-003.] In whose name is the property?

[INTERVIEWER: ASK QUESTION AFTER SHOWING CARD G-003.]
IN WHOSE NAME IS THE PROPERTY?
expand
     
   
If [Interviewer: Ask question after showing card G-003.] In whose name is the property? >= 1. Self and [Interviewer: Ask question after showing card G-003.] In whose name is the property? <= 3. Jointly owned with spouse (or relative or child) »
 
       
     
G-004

What is the size of the property (in the case of a shared building, the square footage)?

WHAT IS THE SIZE OF THE PROPERTY (IN THE CASE OF A SHARED BUILDING, THE SQUARE FOOTAGE)?
expand
       
     
G-005

If you were to sell this property today (including land), about how much could you get for it? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

IF YOU WERE TO SELL THIS PROPERTY TODAY (INCLUDING LAND), ABOUT HOW MUCH COULD YOU GET FOR IT?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
       
     
If If you were to sell this property today (including land), about how much could you get for it? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? != 1. Approximately ____ yen »
 
         
       
G-005-1

If you were to sell this property today (including land), could you get more/less than ___ yen? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THIS PROPERTY TODAY (INCLUDING LAND), COULD YOU GET MORE/LESS THAN ___ YEN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
       
G-005-2

If you were to sell this property today (including land), could you get more/less than ___ yen? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THIS PROPERTY TODAY (INCLUDING LAND), COULD YOU GET MORE/LESS THAN ___ YEN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
       
G-005-3

If you were to sell this property today (including land), could you get more/less than ___ yen? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THIS PROPERTY TODAY (INCLUDING LAND), COULD YOU GET MORE/LESS THAN ___ YEN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
     
G-006

Do you have any outstanding loans on this property? If so, how many years remain on the loan? If you own multiple properties, please answer for your most valuable property.

DO YOU HAVE ANY OUTSTANDING LOANS ON THIS PROPERTY? IF SO, HOW MANY YEARS REMAIN ON THE LOAN? IF YOU OWN MULTIPLE PROPERTIES, PLEASE ANSWER FOR YOUR MOST VALUABLE PROPERTY.
expand
       
     
If Do you have any outstanding loans on this property? If so, how many years remain on the loan? If you own multiple properties, please answer for your most valuable property. = 1. Yes, I have an outstanding loan »
 
         
       
G-007

About how much more money do you owe on this loan? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

ABOUT HOW MUCH MORE MONEY DO YOU OWE ON THIS LOAN?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
         
       
If About how much more money do you owe on this loan? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? = 1. Approximately ____ yen »
 
           
         
G-007-1

Do you owe more/less than ___ yen on this loan? [Interviewer selects figure and greater or less.]

DO YOU OWE MORE/LESS THAN ___ YEN ON THIS LOAN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
           
         
G-007-2

Do you owe more/less than ___ yen on this loan? [Interviewer selects figure and greater or less.]

DO YOU OWE MORE/LESS THAN ___ YEN ON THIS LOAN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
           
         
G-007-3

Do you owe more/less than ___ yen on this loan? [Interviewer selects figure and greater or less.]

DO YOU OWE MORE/LESS THAN ___ YEN ON THIS LOAN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
           
 
Else If [Interviewer: Ask question after showing card G-002.] Do you own or rent your home? (Owning includes coops, etc.) = 3. Rent »
 
     
   
G-004

What is the size of the property (in the case of a shared building, the square footage)?

WHAT IS THE SIZE OF THE PROPERTY (IN THE CASE OF A SHARED BUILDING, THE SQUARE FOOTAGE)?
expand
     
   
G-005

If you were to sell this property today (including land), about how much could you get for it? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

IF YOU WERE TO SELL THIS PROPERTY TODAY (INCLUDING LAND), ABOUT HOW MUCH COULD YOU GET FOR IT?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
     
   
If If you were to sell this property today (including land), about how much could you get for it? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? != 1. Approximately ____ yen »
 
       
     
G-005-1

If you were to sell this property today (including land), could you get more/less than ___ yen? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THIS PROPERTY TODAY (INCLUDING LAND), COULD YOU GET MORE/LESS THAN ___ YEN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
       
     
G-005-2

If you were to sell this property today (including land), could you get more/less than ___ yen? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THIS PROPERTY TODAY (INCLUDING LAND), COULD YOU GET MORE/LESS THAN ___ YEN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
       
     
G-005-3

If you were to sell this property today (including land), could you get more/less than ___ yen? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THIS PROPERTY TODAY (INCLUDING LAND), COULD YOU GET MORE/LESS THAN ___ YEN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
       
   
G-006

Do you have any outstanding loans on this property? If so, how many years remain on the loan? If you own multiple properties, please answer for your most valuable property.

DO YOU HAVE ANY OUTSTANDING LOANS ON THIS PROPERTY? IF SO, HOW MANY YEARS REMAIN ON THE LOAN? IF YOU OWN MULTIPLE PROPERTIES, PLEASE ANSWER FOR YOUR MOST VALUABLE PROPERTY.
expand
     
   
If Do you have any outstanding loans on this property? If so, how many years remain on the loan? If you own multiple properties, please answer for your most valuable property. = 1. Yes, I have an outstanding loan »
 
       
     
G-007

About how much more money do you owe on this loan? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

ABOUT HOW MUCH MORE MONEY DO YOU OWE ON THIS LOAN?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
       
     
If About how much more money do you owe on this loan? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? = 1. Approximately ____ yen »
 
         
       
G-007-1

Do you owe more/less than ___ yen on this loan? [Interviewer selects figure and greater or less.]

DO YOU OWE MORE/LESS THAN ___ YEN ON THIS LOAN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
       
G-007-2

Do you owe more/less than ___ yen on this loan? [Interviewer selects figure and greater or less.]

DO YOU OWE MORE/LESS THAN ___ YEN ON THIS LOAN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
       
G-007-3

Do you owe more/less than ___ yen on this loan? [Interviewer selects figure and greater or less.]

DO YOU OWE MORE/LESS THAN ___ YEN ON THIS LOAN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
 
G-009

Other than the home you live in, do you own a vacation house, property, or other real estate? Please answer only for property you own in your own name or together with your spouse, or for a coop or similar multiple residence of which you are one of the owners.

OTHER THAN THE HOME YOU LIVE IN, DO YOU OWN A VACATION HOUSE, PROPERTY, OR OTHER REAL ESTATE? PLEASE ANSWER ONLY FOR PROPERTY YOU OWN IN YOUR OWN NAME OR TOGETHER WITH YOUR SPOUSE, OR FOR A COOP OR SIMILAR MULTIPLE RESIDENCE OF WHICH YOU ARE ONE OF THE OWNERS.
expand
   
 
If Other than the home you live in, do you own a vacation house, property, or other real estate? Please answer only for property you own in your own name or together with your spouse, or for a coop or similar multiple residence of which you are one of the owners. = 1. Yes »
 
     
   
G-010

If you were to sell that property today, about how much could you get for it? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

IF YOU WERE TO SELL THAT PROPERTY TODAY, ABOUT HOW MUCH COULD YOU GET FOR IT?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
     
   
If If you were to sell that property today, about how much could you get for it? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? = 1. Approximately ____ yen »
 
       
     
G-010-1

If you were to sell that property today, could you get more/less than ___ yen for it? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THAT PROPERTY TODAY, COULD YOU GET MORE/LESS THAN ___ YEN FOR IT?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
       
     
G-010-2

If you were to sell that property today, could you get more/less than ___ yen for it? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THAT PROPERTY TODAY, COULD YOU GET MORE/LESS THAN ___ YEN FOR IT?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
       
     
G-010-3

If you were to sell that property today, could you get more/less than ___ yen for it? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THAT PROPERTY TODAY, COULD YOU GET MORE/LESS THAN ___ YEN FOR IT?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
       
 
G-011

Other than housing loans, about how much debt do you currently have in all? Please include loans for the purchase of a vehicle or durable good and money borrowed from relatives or friends. [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

OTHER THAN HOUSING LOANS, ABOUT HOW MUCH DEBT DO YOU CURRENTLY HAVE IN ALL? PLEASE INCLUDE LOANS FOR THE PURCHASE OF A VEHICLE OR DURABLE GOOD AND MONEY BORROWED FROM RELATIVES OR FRIENDS.
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
   
 
If Other than housing loans, about how much debt do you currently have in all? Please include loans for the purchase of a vehicle or durable good and money borrowed from relatives or friends. [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? != 1. Approximately ____ yen »
 
     
   
G-011-1

Other than housing loans, do you currently owe more/less than ___ yen in all?

OTHER THAN HOUSING LOANS, DO YOU CURRENTLY OWE MORE/LESS THAN ___ YEN IN ALL?
expand
     
   
G-011-2

Other than housing loans, do you currently owe more/less than ___ yen in all?

OTHER THAN HOUSING LOANS, DO YOU CURRENTLY OWE MORE/LESS THAN ___ YEN IN ALL?
expand
     
   
G-011-3

Other than housing loans, do you currently owe more/less than ___ yen in all?

OTHER THAN HOUSING LOANS, DO YOU CURRENTLY OWE MORE/LESS THAN ___ YEN IN ALL?
expand
     
 
G-012

In the past year, have you tried to take out a loan?

IN THE PAST YEAR, HAVE YOU TRIED TO TAKE OUT A LOAN?
expand
   
 
If In the past year, have you tried to take out a loan? = 1. Yes »
 
     
   
G-013

[Interviewer: Ask question after showing card G-013.] Where did you try to borrow the money? Please select the most appropriate answer from the following choices.

[INTERVIEWER: ASK QUESTION AFTER SHOWING CARD G-013.]
WHERE DID YOU TRY TO BORROW THE MONEY? PLEASE SELECT THE MOST APPROPRIATE ANSWER FROM THE FOLLOWING CHOICES.
expand
     
   
G-014

[Interviewer: Ask question after showing card G-014.] Were you able to borrow as much as you needed? Please select the most appropriate answer from the following choices.

[INTERVIEWER: ASK QUESTION AFTER SHOWING CARD G-014.]
WERE YOU ABLE TO BORROW AS MUCH AS YOU NEEDED? PLEASE SELECT THE MOST APPROPRIATE ANSWER FROM THE FOLLOWING CHOICES.
expand
     
 
Else If In the past year, have you tried to take out a loan? = 2. No »
 
     
   
G-015

[Interviewer: Ask question after showing card G-015.] Why did you not try to borrow money? Please select the most appropriate answer from the following choices.

[INTERVIEWER: ASK QUESTION AFTER SHOWING CARD G-015.]
WHY DID YOU NOT TRY TO BORROW MONEY? PLEASE SELECT THE MOST APPROPRIATE ANSWER FROM THE FOLLOWING CHOICES.
expand
     
 
G-016
   
 
If Are you married, or do you have a common-law spouse? = 1 »
 
     
   
G-017

Do you and your spouse manage your savings and investments separately, or together? If you manage them together, please answer the following questions for your and your spouse's funds all together. If you manage your savings and investments separately, please answer for your own funds.

DO YOU AND YOUR SPOUSE MANAGE YOUR SAVINGS AND INVESTMENTS SEPARATELY, OR TOGETHER? IF YOU MANAGE THEM TOGETHER, PLEASE ANSWER THE FOLLOWING QUESTIONS FOR YOUR AND YOUR SPOUSE'S FUNDS ALL TOGETHER. IF YOU MANAGE YOUR SAVINGS AND INVESTMENTS SEPARATELY, PLEASE ANSWER FOR YOUR OWN FUNDS.
expand
     
 
G-018

Compared to one year ago, have your financial assets such as bank deposits, bonds, stocks, etc. increased or decreased?

COMPARED TO ONE YEAR AGO, HAVE YOUR FINANCIAL ASSETS SUCH AS BANK DEPOSITS, BONDS, STOCKS, ETC. INCREASED OR DECREASED?
expand
   
 
G-019

[Interviewer: Ask question after showing card G-019.] For what purpose are you saving? Please select the most appropriate answer from the following choices?

[INTERVIEWER: ASK QUESTION AFTER SHOWING CARD G-019.]
FOR WHAT PURPOSE ARE YOU SAVING? PLEASE SELECT THE MOST APPROPRIATE ANSWER FROM THE FOLLOWING CHOICES?
expand
   
 
G-020
   
 
G-020-1

About how much do you hope to have saved for this purpose a year from now? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

ABOUT HOW MUCH DO YOU HOPE TO HAVE SAVED FOR THIS PURPOSE A YEAR FROM NOW?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
   
 
G-020-2

About how much do you hope to have saved for this purpose five years from now? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

ABOUT HOW MUCH DO YOU HOPE TO HAVE SAVED FOR THIS PURPOSE FIVE YEARS FROM NOW?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
   
 
G-020-3

What is the total amount you would like to save for this purpose? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

WHAT IS THE TOTAL AMOUNT YOU WOULD LIKE TO SAVE FOR THIS PURPOSE?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
   
 
If What is the total amount you would like to save for this purpose? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? != 1. Approximately ____ yen and What is the total amount you would like to save for this purpose? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? != 2. No special target »
 
     
   
G-020-3-1
     
   
G-020-3-2
     
   
G-020-3-3
     
 
G-021

In the leave-behind survey we asked you to fill out, we requested that you describe your savings and stock and bond holdings. Did you answer those questions? [Interviewer: Unless the respondent asks you to, do not look at these answers in the leave-behind form. Try to have the respondent confirm the information him or herself.]

IN THE LEAVE-BEHIND SURVEY WE ASKED YOU TO FILL OUT, WE REQUESTED THAT YOU DESCRIBE YOUR SAVINGS AND STOCK AND BOND HOLDINGS. DID YOU ANSWER THOSE QUESTIONS?
[INTERVIEWER: UNLESS THE RESPONDENT ASKS YOU TO, DO NOT LOOK AT THESE ANSWERS IN THE LEAVE-BEHIND FORM. TRY TO HAVE THE RESPONDENT CONFIRM THE INFORMATION HIM OR HERSELF.]
expand
   
 
If In the leave-behind survey we asked you to fill out, we requested that you describe your savings and stock and bond holdings. Did you answer those questions? [Interviewer: Unless the respondent asks you to, do not look at these answers in the leave-behind form. Try to have the respondent confirm the information him or herself.] != 1. Yes »
 
     
   
G-022-1

Do you have any savings? Please include regular bank or postal savings, fixed-term or fixed-amount savings, including at credit unions, agricultural cooperatives, and credit banks.

DO YOU HAVE ANY SAVINGS? PLEASE INCLUDE REGULAR BANK OR POSTAL SAVINGS, FIXED-TERM OR FIXED-AMOUNT SAVINGS, INCLUDING AT CREDIT UNIONS, AGRICULTURAL COOPERATIVES, AND CREDIT BANKS.
expand
     
   
If Do you have any savings? Please include regular bank or postal savings, fixed-term or fixed-amount savings, including at credit unions, agricultural cooperatives, and credit banks. = 1. Yes »
 
       
     
G-022-2

About how much savings do you have? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

ABOUT HOW MUCH SAVINGS DO YOU HAVE?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
       
     
If About how much savings do you have? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? != 1. Approximately ____ yen »
 
         
       
G-022-2-1

Do you have more/less than ___ yen in savings? [Interviewer selects figure and greater or less.]

DO YOU HAVE MORE/LESS THAN ___ YEN IN SAVINGS?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
       
G-022-2-2

Do you have more/less than ___ yen in savings? [Interviewer selects figure and greater or less.]

DO YOU HAVE MORE/LESS THAN ___ YEN IN SAVINGS?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
       
G-022-2-3

Do you have more/less than ___ yen in savings? [Interviewer selects figure and greater or less.]

DO YOU HAVE MORE/LESS THAN ___ YEN IN SAVINGS?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
   
G-023-1

Do you have money in an investment trust (MMF, medium-term government bond fund, international investment trust, etc.), discount bank debentures, "wide" funds, or government, corporate or other bonds?

DO YOU HAVE MONEY IN AN INVESTMENT TRUST (MMF, MEDIUM-TERM GOVERNMENT BOND FUND, INTERNATIONAL INVESTMENT TRUST, ETC.), DISCOUNT BANK DEBENTURES, "WIDE" FUNDS, OR GOVERNMENT, CORPORATE OR OTHER BONDS?
expand
     
   
If Do you have money in an investment trust (MMF, medium-term government bond fund, international investment trust, etc.), discount bank debentures, "wide" funds, or government, corporate or other bonds? = 1. Yes »
 
       
     
G-023-2

About how much money do you have in these investments? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

ABOUT HOW MUCH MONEY DO YOU HAVE IN THESE INVESTMENTS?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
       
     
If About how much money do you have in these investments? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? != 1. Approximately ____ yen »
 
         
       
G-023-2-1
         
       
G-023-2-2
         
       
G-023-2-3
         
   
G-024-1

Do you own any stock that can be sold by a securities firm?

DO YOU OWN ANY STOCK THAT CAN BE SOLD BY A SECURITIES FIRM?
expand
     
   
If Do you own any stock that can be sold by a securities firm? = 1. Yes »
 
       
     
G-024-2

If you were to sell all those securities now, about how much do you think you could get for them? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

IF YOU WERE TO SELL ALL THOSE SECURITIES NOW, ABOUT HOW MUCH DO YOU THINK YOU COULD GET FOR THEM?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
       
     
If If you were to sell all those securities now, about how much do you think you could get for them? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? != 1. Approximately ____ yen »
 
         
       
G-024-2-1

If you sold all of those securities now, could you get more/less than ___ yen for them? [Interviewer selects figure and greater or less.]

IF YOU SOLD ALL OF THOSE SECURITIES NOW, COULD YOU GET MORE/LESS THAN ___ YEN FOR THEM?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
       
G-024-2-2

If you sold all of those securities now, could you get more/less than ___ yen for them? [Interviewer selects figure and greater or less.]

IF YOU SOLD ALL OF THOSE SECURITIES NOW, COULD YOU GET MORE/LESS THAN ___ YEN FOR THEM?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
       
G-024-2-3

If you sold all of those securities now, could you get more/less than ___ yen for them? [Interviewer selects figure and greater or less.]

IF YOU SOLD ALL OF THOSE SECURITIES NOW, COULD YOU GET MORE/LESS THAN ___ YEN FOR THEM?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
         
 
G-025-1

Do you run a company or business?

DO YOU RUN A COMPANY OR BUSINESS?
expand
   
 
If Do you run a company or business? = 1. Yes »
 
     
   
G-025-2
     
   
If Are you married, or do you have a common-law spouse? = 1 »
 
       
     
G-025-3

Do you run the company or business together with your spouse? [Interviewer: If answer to G-025-3 was 1, read the following sentence after completing this question. [Question for interviewer to read aloud:] Please answer the questions concerning the company or business including your spouse's share as well.

DO YOU RUN THE COMPANY OR BUSINESS TOGETHER WITH YOUR SPOUSE?
[INTERVIEWER: IF ANSWER TO G-025-3 WAS 1, READ THE FOLLOWING SENTENCE AFTER COMPLETING THIS QUESTION.
[QUESTION FOR INTERVIEWER TO READ ALOUD:] PLEASE ANSWER THE QUESTIONS CONCERNING THE COMPANY OR BUSINESS INCLUDING YOUR SPOUSE'S SHARE AS WELL.
expand
       
     
G-025-4

If you were to sell that company or business, about how much money would you have after repaying any outstanding debts? If you would have nothing, please answer "0." [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

IF YOU WERE TO SELL THAT COMPANY OR BUSINESS, ABOUT HOW MUCH MONEY WOULD YOU HAVE AFTER REPAYING ANY OUTSTANDING DEBTS? IF YOU WOULD HAVE NOTHING, PLEASE ANSWER "0."
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
       
   
Else
 
       
     
G-025-4

If you were to sell that company or business, about how much money would you have after repaying any outstanding debts? If you would have nothing, please answer "0." [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

IF YOU WERE TO SELL THAT COMPANY OR BUSINESS, ABOUT HOW MUCH MONEY WOULD YOU HAVE AFTER REPAYING ANY OUTSTANDING DEBTS? IF YOU WOULD HAVE NOTHING, PLEASE ANSWER "0."
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
       
   
If If you were to sell that company or business, about how much money would you have after repaying any outstanding debts? If you would have nothing, please answer "0." [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer? != 1. Approximately ____ yen »
 
       
     
G-025-4-1

If you were to sell the company or business, after repaying any debts, would you have more/less than ___ yen? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THE COMPANY OR BUSINESS, AFTER REPAYING ANY DEBTS, WOULD YOU HAVE MORE/LESS THAN ___ YEN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
       
     
G-025-4-2

If you were to sell the company or business, after repaying any debts, would you have more/less than ___ yen? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THE COMPANY OR BUSINESS, AFTER REPAYING ANY DEBTS, WOULD YOU HAVE MORE/LESS THAN ___ YEN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
       
     
G-025-4-3

If you were to sell the company or business, after repaying any debts, would you have more/less than ___ yen? [Interviewer selects figure and greater or less.]

IF YOU WERE TO SELL THE COMPANY OR BUSINESS, AFTER REPAYING ANY DEBTS, WOULD YOU HAVE MORE/LESS THAN ___ YEN?
[INTERVIEWER SELECTS FIGURE AND GREATER OR LESS.]
expand
       
   
G-025-5

What percent of the company or business do you own?

WHAT PERCENT OF THE COMPANY OR BUSINESS DO YOU OWN?
expand
     
 
G-026-1

Finally, I would like to ask about lifetime giving and inheritances. The saving behavior of people who have received or have not received inheritances may be the same even though their assets may be quite different. We would like to use this information in order to try to understand this phenomenon. Have you received gifts from someone during their lifetime, or inheritances? If you have received multiple gifts or inheritances, please answer for the largest of these. [Interviewer: If respondent has spouse or common-law spouse, add the following sentence to the question above.] If you manage your savings and assets together with your spouse, please also answer whether your spouse has received gifts or inheritances.

FINALLY, I WOULD LIKE TO ASK ABOUT LIFETIME GIVING AND INHERITANCES. THE SAVING BEHAVIOR OF PEOPLE WHO HAVE RECEIVED OR HAVE NOT RECEIVED INHERITANCES MAY BE THE SAME EVEN THOUGH THEIR ASSETS MAY BE QUITE DIFFERENT. WE WOULD LIKE TO USE THIS INFORMATION IN ORDER TO TRY TO UNDERSTAND THIS PHENOMENON. HAVE YOU RECEIVED GIFTS FROM SOMEONE DURING THEIR LIFETIME, OR INHERITANCES? IF YOU HAVE RECEIVED MULTIPLE GIFTS OR INHERITANCES, PLEASE ANSWER FOR THE LARGEST OF THESE.
[INTERVIEWER: IF RESPONDENT HAS SPOUSE OR COMMON-LAW SPOUSE, ADD THE FOLLOWING SENTENCE TO THE QUESTION ABOVE.] IF YOU MANAGE YOUR SAVINGS AND ASSETS TOGETHER WITH YOUR SPOUSE, PLEASE ALSO ANSWER WHETHER YOUR SPOUSE HAS RECEIVED GIFTS OR INHERITANCES.
expand
   
 
If Finally, I would like to ask about lifetime giving and inheritances. The saving behavior of people who have received or have not received inheritances may be the same even though their assets may be quite different. We would like to use this information in order to try to understand this phenomenon. Have you received gifts from someone during their lifetime, or inheritances? If you have received multiple gifts or inheritances, please answer for the largest of these. [Interviewer: If respondent has spouse or common-law spouse, add the following sentence to the question above.] If you manage your savings and assets together with your spouse, please also answer whether your spouse has received gifts or inheritances. = 1. Yes »
 
     
   
G-026-2

About how much have you received altogether in gifts and inheritances? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

ABOUT HOW MUCH HAVE YOU RECEIVED ALTOGETHER IN GIFTS AND INHERITANCES?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
     
   
G-026-3

[Show family list given in section A.] Who did you receive the gift or inheritance from? [If a gift, enter the number of the individual from the list. If an inheritance, enter text.]

[SHOW FAMILY LIST GIVEN IN SECTION A.] WHO DID YOU RECEIVE THE GIFT OR INHERITANCE FROM?
[IF A GIFT, ENTER THE NUMBER OF THE INDIVIDUAL FROM THE LIST. IF AN INHERITANCE, ENTER TEXT.]
expand
     
 
G-027-1

Do you expect to receive a gift or inheritance in the future? If you expect to receive multiple gifts or inheritances, please answer for the largest of these.

DO YOU EXPECT TO RECEIVE A GIFT OR INHERITANCE IN THE FUTURE? IF YOU EXPECT TO RECEIVE MULTIPLE GIFTS OR INHERITANCES, PLEASE ANSWER FOR THE LARGEST OF THESE.
expand
   
 
If Do you expect to receive a gift or inheritance in the future? If you expect to receive multiple gifts or inheritances, please answer for the largest of these. = 1. Yes »
 
     
   
G-027-2

About how much do you expect to receive altogether? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

ABOUT HOW MUCH DO YOU EXPECT TO RECEIVE ALTOGETHER?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
     
   
G-027-3

[Show family list given in section A.] Who do you expect to receive the gift or inheritance from?

[SHOW FAMILY LIST GIVEN IN SECTION A.] WHO DO YOU EXPECT TO RECEIVE THE GIFT OR INHERITANCE FROM?
expand
     
 
G-028-1

Do you expect to give someone else a gift or inheritance? [Interviewer: If respondent has spouse or common-law spouse, add the following sentence to the question above.] If you manage your savings and assets together with your spouse, please also answer whether your spouse expects to give gifts or inheritances.

DO YOU EXPECT TO GIVE SOMEONE ELSE A GIFT OR INHERITANCE?
[INTERVIEWER: IF RESPONDENT HAS SPOUSE OR COMMON-LAW SPOUSE, ADD THE FOLLOWING SENTENCE TO THE QUESTION ABOVE.] IF YOU MANAGE YOUR SAVINGS AND ASSETS TOGETHER WITH YOUR SPOUSE, PLEASE ALSO ANSWER WHETHER YOUR SPOUSE EXPECTS TO GIVE GIFTS OR INHERITANCES.
expand
   
 
If Do you expect to give someone else a gift or inheritance? [Interviewer: If respondent has spouse or common-law spouse, add the following sentence to the question above.] If you manage your savings and assets together with your spouse, please also answer whether your spouse expects to give gifts or inheritances. = 1. Yes »
 
     
   
G-028-2

About how much do you expect to give or leave to someone else? [Interviewer: Please enter the amount. If respondent says he or she does not know the amount, try to encourage him or her to answer by asking the questions below.] [Instructions for interviewer to read:] A rough estimate is fine. Can you answer?

ABOUT HOW MUCH DO YOU EXPECT TO GIVE OR LEAVE TO SOMEONE ELSE?
[INTERVIEWER: PLEASE ENTER THE AMOUNT. IF RESPONDENT SAYS HE OR SHE DOES NOT KNOW THE AMOUNT, TRY TO ENCOURAGE HIM OR HER TO ANSWER BY ASKING THE QUESTIONS BELOW.]
[INSTRUCTIONS FOR INTERVIEWER TO READ:] A ROUGH ESTIMATE IS FINE. CAN YOU ANSWER?
expand
     
   
G-028-3

[Show family list given in section A.] Who do you expect to give the gift or inheritance to?

[SHOW FAMILY LIST GIVEN IN SECTION A.] WHO DO YOU EXPECT TO GIVE THE GIFT OR INHERITANCE TO?
expand
     
 
G-029

[Interviewer: Ask question after showing card G-029.] This chart shows the average life expectancies from now for Japanese men and women at age 70. For example, of 100 men, 85 will live to age 75, while 93 women will. Please tell me the likelihood you will live to the following ages. [Interviewer: If respondent is 75 or over, enter "100%" for likelihood he or she will live to 75. Confirm that the likelihood of reaching an age declines as the age decreases; for example, the likelihood of living to age 90 should be less than the likelihood of reaching age 75. [0 is entered by default; algorithm confirms that input value declines gradually.] Likelihood of living to age 75: ___% Likelihood of living to age 80: ___% Likelihood of living to age 85: ___% Likelihood of living to age 90: ___% Likelihood of living to age 95: ___% Likelihood of living to age 100: ___% Likelihood of living to age 105: ___% Likelihood of living to age 110: ___% Likelihood of living to age 115: ___% Likelihood of living to age 120: ___%

[INTERVIEWER: ASK QUESTION AFTER SHOWING CARD G-029.]
THIS CHART SHOWS THE AVERAGE LIFE EXPECTANCIES FROM NOW FOR JAPANESE MEN AND WOMEN AT AGE 70. FOR EXAMPLE, OF 100 MEN, 85 WILL LIVE TO AGE 75, WHILE 93 WOMEN WILL. PLEASE TELL ME THE LIKELIHOOD YOU WILL LIVE TO THE FOLLOWING AGES.
[INTERVIEWER: IF RESPONDENT IS 75 OR OVER, ENTER "100%" FOR LIKELIHOOD HE OR SHE WILL LIVE TO 75. CONFIRM THAT THE LIKELIHOOD OF REACHING AN AGE DECLINES AS THE AGE DECREASES; FOR EXAMPLE, THE LIKELIHOOD OF LIVING TO AGE 90 SHOULD BE LESS THAN THE LIKELIHOOD OF REACHING AGE 75.
[0 IS ENTERED BY DEFAULT; ALGORITHM CONFIRMS THAT INPUT VALUE DECLINES GRADUALLY.]
LIKELIHOOD OF LIVING TO AGE 75: ___%
LIKELIHOOD OF LIVING TO AGE 80: ___%
LIKELIHOOD OF LIVING TO AGE 85: ___%
LIKELIHOOD OF LIVING TO AGE 90: ___%
LIKELIHOOD OF LIVING TO AGE 95: ___%
LIKELIHOOD OF LIVING TO AGE 100: ___%
LIKELIHOOD OF LIVING TO AGE 105: ___%
LIKELIHOOD OF LIVING TO AGE 110: ___%
LIKELIHOOD OF LIVING TO AGE 115: ___%
LIKELIHOOD OF LIVING TO AGE 120: ___%
   
 
G-030

[Interviewer: Read the following, and then indicate who answered the questions in this section.] This concludes this section. Thank you for your cooperation. [Proxy means child or caregiver]

[INTERVIEWER: READ THE FOLLOWING, AND THEN INDICATE WHO ANSWERED THE QUESTIONS IN THIS SECTION.]
THIS CONCLUDES THIS SECTION. THANK YOU FOR YOUR COOPERATION.
[PROXY MEANS CHILD OR CAREGIVER]
expand
   
End of G. Housing and Assets