Return to round 5 questionnaire table of contents
([R was eligible for program participation questions at DLI] =0) AND ([R is independent]=1)COMMENT: R is newly independent this round
([age at interview date] < 18)COMMENT: R is less than 18
([age at DLI] < 18) AND ([age at interview date] >=18)COMMENT: R was less than 18 at DLI but is now 18 or older
([age at DLI] < 20) AND ([age at interview date] >=20)COMMENT: R was less than 20 at DLI but is now 20 or older
(([ownfarmall] = 1) OR ([ownfarmpt] = 1))COMMENT: R owned all or part of farm/ranch at last assets interview
([ownmobile] = 1)COMMENT: R owned mobile home and/or lot at last assets interview
([ownbldg] = 1)COMMENT: R owned the entire building at last assets interview
([ownunit] = 1)COMMENT: R owned just his/her unit at last assets interview
([ownhouse] = 1)COMMENT: R lived in a single family unit at last assets interview
([revmoveddlasseti] = 1)COMMENT: R has moved since last assets interview
Our records indicate that [you/you and your spouse/partner] owned or were buying the [house/mobile home/lot/farm/property/unit/building] where you lived when we talked to you in [lastastintdate]. Did [you/you or your spouse/partner] sell that [house/mobile home/lot/farm/property/unit/building]?
About how much did [you/you and your spouse or partner] receive after paying any commissions, mortgages or other debts on the [house/mobile home/lot/farm/property/unit/building]? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
(ENTER AMOUNT)
(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?
(HAND R SHOWCARD KK) Please look at this card. Can you tell me the letter of the category that is your best estimate of that amount?
We now have some questions about your current housing situation.
([dwelling type] = 13)COMMENT: R lives on a farm or ranch
([dwelling type] = 8)COMMENT: R resides in a mobile home
Do [you/you or your spouse/partner] own this (ranch/farm), do you own PART of it, do you rent it, is it owned by a business, or something else?
([owns all/owns part/rent/owned by others])COMMENT: R (and spouse/partner) owns all/part of dwelling
What is your situation?
What is the present value of this farm/ranch, including this house, any other buildings and the immediately surrounding land? I mean, what would it bring if it were sold today? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([ownfarmall] = 1)COMMENT: R owned all of ranch/farm at last assets interview
When we talked to you in [lastastintdate], you said that you didn't own all of this farm/ranch. Is this correct?
What month and year did [you/you and your spouse/partner] buy the parts of this (farm/ranch) you didn't own last time we talked to you?
(ENTER MONTH AND YEAR.)
When [you/you and your spouse/partner] bought these other parts of this (farm/ranch) what was the purchase price? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first recieved this (gift/inheritance) what was the market value of this (farm/ranch)? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What month and year did [you/you and your spouse/partner] buy this (farm/ranch)?
When [you/you and your spouse/partner] first bought this (farm/ranch) what was the purchase price? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this (farm/ranch)? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [the date of last interview/your relationship began/you have owned this ranch or farm], have [you/you and your spouse/partner] remodeled this farm/ranch or made improvements to the property that added to its value?
About how much did it cost to remodel or make improvements to this property? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Now I'd like to ask about the part of the property that [you/you and your spouse/partner] personally own. About what percent of the total property is that? (ENTER PERCENT)
What is the present value of this farm/ranch including this house, any other buildings and the immediately surrounding land? I mean, about what would it bring if it were sold today? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What is the present value of the parts of this farm/ranch including this house, any other buildings and the immediately surrounding land that [you/you and your spouse/partner] own? I mean, about what would it bring if you sold your portion today? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
(HAND R SHOWCARD GG) Please look at this card. Can you tell me the letter of the category that is your best estimate of that amount?
([ownfarmall] = 1)COMMENT: R owned all of the farm/ranch at last assets interview
When we talked to you in [lastastintdate] you said that you owned all of this farm/ranch. Is that correct?
About how much did you receive after paying any commisions, mortgages or other debts when you sold a part of this farm/ranch since [lastastintdate]? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-12800] > [YAST-2120])COMMENT: Percent of farm property R owned at last assets interview is > percent of property R currently owns
([YINC-12800]<[YAST-2120])COMMENT: Percent of farm property R owned at last assets interview is < percent of property R currently owns
Since [lastastintdate] have you sold parts of this farm/ranch?
About how much did you receive after paying any commissions, mortgages or other debts when you sold part of this farm/ranch since [lastastintdate]? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [lastastintdate] have [you/you and your spouse/partner] bought additional parts of this farm/ranch?
What month and year did [you/you and your spouse/partner] buy the additional parts of this (farm/ranch) you didn't own when we we talked with you in [lastastintdate]?
What month and year did [you/you and your spouse/partner] buy the parts of this (farm/ranch) that you own?
When [you/you and your spouse/partner] first bought these parts of this (farm/ranch), what was the purchase price? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance), what was the market value of this (farm/ranch)? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YAST-2220] = 1) OR ([YAST-2280] = 1)COMMENT: Percent of farm property R owned at last assets interview is = percent of property R currently owns
Since [you sold part of this farm or ranch/you have owned the parts of this farm or ranch you currently own] have [you/you and your spouse/partner] remodeled this farm/ranch or made improvements to the property that added to the value or what you own?
About how much did it cost to remodel or make these improvements to this property? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Do [you/you or your spouse/partner] own this mobile home and the site or lot, do you own only the mobile home, do you own only the site, do you rent both the mobile home and the site, or what?
What is the present value of this mobile home and site? That is, about how much would they bring if they were sold today? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([mobtype])COMMENT: branch according to mobile home type at last assets interview
When we talked to you in [lastastintdate] you said that you owned [only the mobile home/lot/neither the home or lot]. Is that correct?
What month and year did [you/you and your spouse/partner] buy this [lot/mobile home/home and lot] that you own?
When [you/you and your spouse/partner] brought this [lot/mobile home/home and lot] what was the purchase price? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this [lot/mobile home/home and lot]? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What month and year did [you/you and your spouse/partner] buy this mobile home and lot?
When [you/you and your spouse/partner] first bought this home and lot what was the purchase price? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this home and lot? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What is the present value of your mobile home? That is, about how much would it bring if it were sold today? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
How much rent do you pay for this mobile home site? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
(HAND R SHOWCARD HH) Please look at this card. Can you tell me the letter of the category that is your best estimate of that amount?
Is this per week, every two weeks, per month, every six month, per year or some other period?
[mobtype]COMMENT: R owned both mobile home and lot, just the home, or just the lot
When we talked to you in [lastastintdate], you said that you owned both this mobile home and the lot. Is this correct?
About how much did you receive after paying any commissions, mortgages or other debts when you sold the lot? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When we talked to you in [lastastintdate], you said that you owned this lot but didn't own this mobile home. Is this correct?
What month and year did [you/you and your spouse/partner] buy this mobile home that you own?
When [you/you and your spouse/partner] bought this mobile home what was the purchase price? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this mobile home? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What is the present value of your site or lot? That is, about how much would it bring if it were sold today? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
How much rent do you pay for this mobile home? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When we talked to you in [lastastintdate], you said that you owned both this mobile home and lot. Is this correct?
About how much did you recieve after paying any commissions, mortgages or other debts when you sold the mobile home? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When we talked to you in [lastastintdate], you said that you owned this mobile home but didn't own this lot. Is this correct?
About how much did you receive after paying any commission, mortgages or other debts when you sold the mobile home? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] bought this site or lot what was the purchase price? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this site or lot? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last interview/you have owned this property] have [you/you and your spouse/partner] remodeled or made improvements to the property that added to the value of it?
Do [you/you or your spouse/partner] own this (house/apartment), do you rent, or something else?
(([dwelling type]>=2) and ([dwelling type]<=6)) or ([dwelling type]=11)COMMENT: R lives in multi-unit structure
Do [you/you or your spouse/partner] own this unit as part of a condominium, co-op or townhouse association?
Do [you/you and your spouse/partner] own your entire building, or just your unit?
What is the present value of [your house/the entire building/your unit/this property]? That is, about how much would it bring if it were sold today? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([dwelling type] = 1)COMMENT: R resides in a house
([R owns building or unit]=1) AND ([ownunit]=1)COMMENT: R owned only the unit at last assets interview - now owns the whole building
([R owns building or unit]=2) AND ([ownbldg]=1)COMMENT: R owned the whole building at last assets interview - now owns just the unit
When we talked to you in [lastastintdate], you said that you owned only your unit in this building and not the entire building. Is this correct?
What month and year did [you/you and your spouse/partner] buy the units in this building you didn't own last time we talked to you?
When [you/you and your spouse/partner] bought the rest of this building what was the purchase price? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of this (home/apt.)? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When we talked to you in [lastastintdate], you said that you owned your entire building not just your unit. Is this correct?
About how much did you receive after paying commissions, mortgages or other debts when you sold the other units in this building? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
What month and year did [you/you and your spouse/partner] buy [your house/the entire building/your unit/this property]?
When [you/you and your spouse/partner] first bought [your house/the entire building/your unit/this property] what was the purchase price? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
When [you/you and your spouse/partner] first received this (gift/inheritance) what was the market value of [your house/the entire building/your unit/this property]? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [date of last interview/your relationship began] have [you/you and your spouse/partner] remodeled [your house/the entire building/your unit/this property] or made improvements to the property that added to its value?
(HAND R SHOWCARD FF) Please look at this card. Can you tell me the letter of the category that is your best estimate of that amount?
How much rent do you pay for this (INTERVIEWER: READ THE APPROPRIATE CATEGORY) (house/apartment/condo/coop/town house/farm/ranch/mobile home and site)? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
During an average month, about how much do you pay for utilities, such as heat, electricity, and water? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Is there a mortgage or land contract on this (INTERVIEWER: READ THE APPROPRIATE CATEGORY) (home and land/apartment/property)? (IF R ASKS, DO NOT INCLUDE HOME EQUITY LOANS, LINES OF CREDIT OR OTHER HOME-SECURED LOANS.)
How much is still owed on this mortgage or land contract? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YAST-1932] > 0) OR ([Range lower amount] > 0) OR ([YAST-1936] > 0) OR ([YAST-2002] > 0) OR ([Range lower amount] > 0) OR ([YAST-2006] > 0) OR ([YAST-2082] > 0) OR ([Range lower amount] > 0) OR ([YAST-2086] > 0) OR ([YAST-2342] > 0) OR ([Range lower amount] > 0) OR ([YAST-2346] > 0) OR ([YAST-2412] > 0) OR ([Range lower amount] > 0) OR ([YAST-2416] > 0) OR ([YAST-2492] > 0) OR ([Range lower amount] > 0) OR ([YAST-2496] > 0)COMMENT: R has bought a farm, part of a farm, or made improvements to a farm
([YAST-3202] > 0) OR ([Range lower amount] > 0) OR ([YAST-2306] > 0) OR ([YAST-3282] > 0) OR ([Range lower amount] > 0) OR ([YAST-3286] > 0) OR ([YAST-3462] > 0) OR ([Range lower amount] > 0) OR ([YAST-3466] > 0) OR ([YAST-3572] > 0) OR ([Range lower amount] > 0) OR ([YAST-3576] > 0) OR ([YAST-3652] > 0) OR ([Range lower amount] > 0) OR ([YAST-3656] > 0)COMMENT: R has bought a mobile home and/or lot, a building or unit, or made improvements
Since [lastastintdate], did [you/you or your spouse/partner] receive any financial loans from relatives or friends when [you/you or your spouse/partner] bought or remodeled this residence?
(HAND R SHOWCARD LL) Please look at this card and tell me who loaned [you/you or your spouse/partner] money to help purchase this residence? (SELECT ALL THAT APPLY.)
Altogether how much did (this/these) individual(s) loan [you/you and your spouse/partner] to help purchase or remodel this residence? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-16400] > 0) OR ([YINC-16700] > 0)COMMENT: R had a mortgage or land contract at last assets interview or received any loans from family/friends at last assets interview
Last time we talked you indicated that [you/you or your spouse/partner] owed money on loans you received from relatives or friends to pay for your residence. Is this correct?
([R was loaned money for the residence] = 1)COMMENT: R has a loan from family/ friends
[Including loans from friends and relatives you told us about last time/Altogether] how much is still owed on the loans from friends and relatives you used to purchase or remodel this residence? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Do [you/you or your spouse/partner] have any other types of loans that use this property as collateral, including second mortgages, home equity loans, or any outstanding loans against a home equity line of credit?
How much is still owed on (this/these) loans(s)? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Did [you/you or your spouse/partner] pay, or will [you/you or your spouse/partner] pay, any property taxes on this residence or other property [you/you or your spouse/partner] owned in 1999?
How much did, or will, [you/you and your spouse/partner] pay in property taxes in 1999? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
We now have some questions about different kinds of savings, investments or other assets that [you/you or your spouse/partner] may have.
Do [you/you or your spouse/partner] own a business, partnership or professional practice, or any part of a business/partnership/professional practice?
If you sold all of the business/partnership/professional practice that [you own/you own and you own with your spouse or partner], including any real estate owned by the business/partnership/professional practice, and paid off any debts, would you lose money on the business, or would you make money on it, or would you just about break even? (IF RESPONDENT WOULD LOSE MONEY ON OWN BUSINESS, PARTNERSHIP OR PROFESSIONAL PRACTICE AFTER SALE ENTER NEGATIVE VALUE.) INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-17800] = 1)COMMENT: R owned a business at last assets interview
Since [lastastintdate] would you say you have invested more of your own money in your business/partnership/professional practice or sold part of it, or not done either of these?
Since [lastastintdate] how much of your own money have you invested in your business/partnership/professional practice? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [lastastintdate] how much did you get when you sold part of your business/partnership/professional practice? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Do [you/you or your spouse/partner] have any other real estate, such as a second home, vacation homes or condominiums (including any weeks in a time-share unit), land, rental real estate, a partnership, or money owed to you on a land contract or mortgage?
If you sold all of the other real estate that [you own/you own and you own with your spouse or partner] and paid off any debts on it, how much would you get? (IF RESPONDENT WOULD LOSE MONEY ON OTHER REAL ESTATE AFTER SALE ENTER NEGATIVE VALUE). INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
([YINC-18100] = 1)COMMENT: R owned other real estate at last assets interview
Since [lastastintdate] have [you/you and your spouse/partner] bought other real estate or sold some of the other real estate you owned when we talked to you, or not done either of these?
Since [lastastintdate] how much other real estate did you buy? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Since [lastastintdate] how much did you get when you sold the other real estate you owned when we talked to you? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.
Now I would like to ask you some questions about any pension or retirement savings. Many employers and unions have pensions or retirement plans, some provide tax-deferred plans such as thrift/savings, 401 K's, profit sharing or stock ownership plans. Additionally, individuals can provide for their own retirement with IRA or Keogh plans. Do [you/you or your spouse/partner] have any savings in these types of plans?
What is the total value of all the savings [you have/you have in your own and you have jointly with your spouse or partner/you have jointly with your spouse or partner] in these types of plans? INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.