Questionnaire Public Report

12/20/2019 09:46:12 AM

Cohort:

National Longitudinal Survey of Youth 1997

Round:

Youth Questionnaire 97 (R19)

Instrument :

Youth

 

1.      Assets35

 

 

YAST35-AGE35ELIG1

Section: Assets35

([{KEY_AGEDOL}] == 16 && [last round interviewed] <=16) || ([{KEY_AGEDOL}]==14 && [last round interviewed] <=17) || (([{KEY_AGEDOL}]==15) && ([last round interviewed] <=17)) || ([{KEY_AGEDOL}] < 14)

COMMENT: R is eligible to receive Assets 35 section

If Answer = 1 Then Go To YAST35-CH9

Default Next:

YAST35-AGE35ELIG2

Lead-In:

YHOU-PRIS-CHECK [1:1], YHOU-CH1 [6:6], YHOU-CH2 [Default], YHOU-CHHVA [Default], YHOU-CHHVB_000002 [Default], YHOU-CHHVC [Default]


 

YAST35-CH9

Section: Assets35

Other than any loans you may have mentioned earlier, did any relatives or friends give [you/you and/or your spouse/you and/or your partner] a financial loan to buy or to remodel this residence?

 

1   YES   ...(Go To YAST35-CH10)

 

0   NO

 

Default Next:

YAST35-AGE35ELIG2

Lead-In:

YAST35-AGE35ELIG1 [1:1]


 

YAST35-CH10

Section: Assets35

Altogether how much do [you/you and/or your spouse/you and/or your partner] owe to your relatives and/or friends on loans given to [you/you and/or your spouse/you and/or your partner] to help purchase or remodel this residence?

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-CH10A)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-CH10B_000001)

 

Default Next:

YAST35-CH10C

Lead-In:

YAST35-CH9 [1:1]


 

YAST35-CH10A

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-CH10C

Default Next:

YAST35-AGE35ELIG2

Lead-In:

YAST35-CH10 [1:1]


 

YAST35-CH10B_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-CH10B_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-AGE35ELIG2

Lead-In:

YAST35-CH10B_000001 [Default]


 

YAST35-CH10C

Section: Assets35

(REFER TO SHOWCARD KK)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $25,000

 

2   B. $25,001 - $50,000

 

3   C. $50,001 - $100,000

 

4   D. $100,001 - $250,000

 

5   E. $250,001 - $500,000

 

6   F. $500,001 - $1,000,000

 

7   G. More than $1,000,000

 

Default Next:

YAST35-AGE35ELIG2

Lead-In:

YAST35-CH10A [-2:-1], YAST35-CH10 [Default]


 

YAST35-AGE35ELIG2

Section: Assets35

([{KEY_AGEDOL}] == 16 && [last round interviewed] <=16) || ([{KEY_AGEDOL}]==14 && [last round interviewed] <=17) || (([{KEY_AGEDOL}]==15) && ([last round interviewed] <=17)) || ([{KEY_AGEDOL}] < 14)

COMMENT: R is eligible to receive Assets 35 section

If Answer = 1 Then Go To YAST35-4000

Default Next:

YPRGA-1000

Lead-In:

YAST35-AGE35ELIG1 [Default], YAST35-CH9 [Default], YAST35-CH10A [Default], YAST35-CH10B_000002 [Default], YAST35-CH10C [Default]


 

YAST35-4000

Section: Assets35

Next we want to understand, generally, what your assets and debts are, at about the time when you are close to age 35. You may remember us asking you similar questions when you were about age 30.

Default Next:

YAST35-4000S1

Lead-In:

YAST35-AGE35ELIG2 [1:1]


 

YAST35-4000S1

Section: Assets35

[{PREV_OTHER_ASSETS}]==1

COMMENT: The respondent reported ownership of ANY assets other than a car or vehicle during the last assets interview

If Answer = 0 Then Go To YAST35-4000S2

Default Next:

YAST35-4400

Lead-In:

YAST35-4000 [Default]


 

YAST35-4000S2

Section: Assets35

[{PREV_ASTMARCHANGE}]==1 || [{CUR_ASTMARCHANGE}]==1

COMMENT: R has reported a change in marital (or partner) status since the last assets interview

If Answer = 0 Then Go To YAST35-4000S3

Default Next:

YAST35-4400

Lead-In:

YAST35-4000S1 [0:0]


 

YAST35-4000S3

Section: Assets35

[YINC-2000]==1 || [YINC-2900]==1 || [{YINC-4300}]==1 || [{YINC-4600}]==1 || [{YINC-4900}]==1

COMMENT: The respondent reported interest, dividend, or rental property income

If Answer = 0 Then Go To YAST35-4000S3A

Default Next:

YAST35-4400

Lead-In:

YAST35-4000S2 [0:0]


 

YAST35-4000S3A

Section: Assets35

[{YHOU-9}]==1 || ([owns all/owns part/rent/owned by others] >=1 && [owns all/owns part/rent/owned by others] <=4) || [{YHOU-8}]==1 || [{YHOU-CH1}]==1 || [{YHOU-CH1}]==2 || [{YHOU-CH1}]==3 || [{YHOU-CH1}]==4

COMMENT: The respondent reported owning own home or selling previous home

If Answer = 0 Then Go To YAST35-4000S4

Default Next:

YAST35-4400

Lead-In:

YAST35-4000S3 [0:0]


 

YAST35-4000S4

Section: Assets35

Since [{LASTASTINTDATE~X}], have [you/you or your spouse/you or your partner] opened any account at a bank or a credit union such as a checking account or a savings account?

 

1   YES   ...(Go To YAST35-4420)

 

0   NO   ...(Go To YAST35-4000S5)

 

Default Next:

YAST35-4400

Lead-In:

YAST35-4000S3A [0:0]


 

YAST35-4000S5

Section: Assets35

Since [{LASTASTINTDATE~X}], have [you/you or your spouse/you or your partner] bought, inherited, or been given certificates of deposit, U.S. Savings Bonds, stocks, or other financial investments?

 

1   YES   ...(Go To YAST35-4550)

 

0   NO   ...(Go To YAST35-4000S6)

 

Default Next:

YAST35-4400

Lead-In:

YAST35-4000S4 [0:0]


 

YAST35-4000S6

Section: Assets35

Since [{LASTASTINTDATE~X}], have [you/you or your spouse/you or your partner] participated in an employer-sponsored plan that saves for retirement such as a 401K or 403B or contributed to a plan that saves for retirement, such as an IRA or a Keogh plan or an account for saving for educational expenses, such as a Coverdell IRA or 529 plan?

 

1   YES   ...(Go To YAST35-4290)

 

0   NO   ...(Go To YAST35-4000S8)

 

Default Next:

YAST35-4400

Lead-In:

YAST35-4000S5 [0:0]


 

YAST35-4000S8

Section: Assets35

Do [you/you or your spouse/you or your partner] currently own or are [you/you or your spouse/you or your partner] purchasing a car or other type of motor vehicle, such as a van, truck, jeep-like vehicle, a motor home/RV, motorcycle, or airplane? Please do not include vehicles that you lease or have use of, but do not own.

 

1   YES   ...(Go To YAST35-4000S9)

 

0   NO

 

Default Next:

YAST35-4870

Lead-In:

YAST35-4000S6 [0:0]


 

YAST35-4000S9

Section: Assets35

Altogether, what is the current market value of all of the vehicles [you/you or your spouse/you or your partner] have?

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-4000S9A)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-4000S9B_000001)

 

Default Next:

YAST35-4000S9C

Lead-In:

YAST35-4000S8 [1:1]


 

YAST35-4000S9A

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4000S9C

Default Next:

YAST35-4000S10

Lead-In:

YAST35-4000S9 [1:1]


 

YAST35-4000S9B_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4000S9B_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-4000S10

Lead-In:

YAST35-4000S9B_000001 [Default]


 

YAST35-4000S9C

Section: Assets35

(REFER TO SHOWCARD II)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $1,000

 

2   B. $1,001 - $2,500

 

3   C. $2,501 - $5,000

 

4   D. $5,001 - $10,000

 

5   E. $10,001 - $25,000

 

6   F. $25,001 - $50,000

 

7   G. $50,001 - $100,000

 

8   H. More than $100,000

 

Default Next:

YAST35-4000S10

Lead-In:

YAST35-4000S9A [-2:-1], YAST35-4000S9 [Default]


 

YAST35-4000S10

Section: Assets35

How much is still owed on these vehicles?

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-4000S10A)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-4000S10B_000001)

 

Default Next:

YAST35-4000S10C

Lead-In:

YAST35-4000S9A [Default], YAST35-4000S9B_000002 [Default], YAST35-4000S9C [Default]


 

YAST35-4000S10A

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4000S10C

Default Next:

YAST35-4870

Lead-In:

YAST35-4000S10 [1:1]


 

YAST35-4000S10B_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4000S10B_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-4870

Lead-In:

YAST35-4000S10B_000001 [Default]


 

YAST35-4000S10C

Section: Assets35

(REFER TO SHOWCARD II)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $1,000

 

2   B. $1,001 - $2,500

 

3   C. $2,501 - $5,000

 

4   D. $5,001 - $10,000

 

5   E. $10,001 - $25,000

 

6   F. $25,001 - $50,000

 

7   G. $50,001 - $100,000

 

8   H. More than $100,000

 

Default Next:

YAST35-4870

Lead-In:

YAST35-4000S10A [-2:-1], YAST35-4000S10 [Default]


 

YAST35-4400

Section: Assets35

Do [you/you and/or your spouse/you and/or your partner] have any checking accounts, savings accounts or money market accounts or funds?

 

1   YES   ...(Go To YAST35-4420)

 

0   NO

 

Default Next:

YAST35-4530

Lead-In:

YAST35-4000S1 [Default], YAST35-4000S2 [Default], YAST35-4000S3 [Default], YAST35-4000S3A [Default], YAST35-4000S4 [Default], YAST35-4000S5 [Default], YAST35-4000S6 [Default]


 

YAST35-4420

Section: Assets35

What is the (total) current balance in all of the checking, savings and money market accounts [you/you and/or your spouse/you and/or your partner] have? (Average balance over the past month)

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-4422)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-4424_000001)

 

Default Next:

YAST35-4426

Lead-In:

YAST35-4000S4 [1:1], YAST35-4400 [1:1]


 

YAST35-4422

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4426

Default Next:

YAST35-4530

Lead-In:

YAST35-4420 [1:1]


 

YAST35-4424_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4424_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-4530

Lead-In:

YAST35-4424_000001 [Default]


 

YAST35-4426

Section: Assets35

(REFER TO SHOWCARD S)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $1,000

 

2   B. $1,001 - $2,500

 

3   C. $2,501 - $5,000

 

4   D. $5,001 - $10,000

 

5   E. $10,001 - $25,000

 

6   F. $25,001 - $50,000

 

7   G. $50,001 - $100,000

 

8   H. $100,001 - $250,000

 

9   I. More than $250,000

 

Default Next:

YAST35-4530

Lead-In:

YAST35-4422 [-2:-1], YAST35-4420 [Default]


 

YAST35-4530

Section: Assets35

Excluding retirement plan savings, do [you/you and/or your spouse/you and/or your partner] have any certificates of deposit (CDs) at financial institutions, government savings bonds, Treasury bills, or other types of corporate, municipal, government bonds or bills, including any CDs, bonds, or bills held in investment trusts?

 

1   YES   ...(Go To YAST35-4550)

 

0   NO

 

Default Next:

YAST35-4660

Lead-In:

YAST35-4400 [Default], YAST35-4422 [Default], YAST35-4424_000002 [Default], YAST35-4426 [Default]


 

YAST35-4550

Section: Assets35

If you were to cash in all of the CD's, bonds and bills [you/you and/or your spouse/you and/or your partner] have, how much would you get?

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-4552)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-4554_000001)

 

Default Next:

YAST35-4556

Lead-In:

YAST35-4000S5 [1:1], YAST35-4530 [1:1]


 

YAST35-4552

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4556

Default Next:

YAST35-4660

Lead-In:

YAST35-4550 [1:1]


 

YAST35-4554_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4554_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-4660

Lead-In:

YAST35-4554_000001 [Default]


 

YAST35-4556

Section: Assets35

(REFER TO SHOWCARD S)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $1,000

 

2   B. $1,001 - $2,500

 

3   C. $2,501 - $5,000

 

4   D. $5,001 - $10,000

 

5   E. $10,001 - $25,000

 

6   F. $25,001 - $50,000

 

7   G. $50,001 - $100,000

 

8   H. $100,001 - $250,000

 

9   I. More than $250,000

 

Default Next:

YAST35-4660

Lead-In:

YAST35-4552 [-2:-1], YAST35-4550 [Default]


 

YAST35-4660

Section: Assets35

Do [you/you and/or your spouse/you and/or your partner] have any shares of stock in publicly-held corporations or mutual funds, including any stock or mutual funds held in investment trusts?

 

1   YES   ...(Go To YAST35-4680)

 

0   NO

 

Default Next:

YAST35-4270

Lead-In:

YAST35-4530 [Default], YAST35-4552 [Default], YAST35-4554_000002 [Default], YAST35-4556 [Default]


 

YAST35-4680

Section: Assets35

If you sold all of the shares of stock in publicly-held corporations [you/you and/or your spouse/you and/or your partner] have, including mutual funds, how much would you get?

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-4682)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-4684_000001)

 

Default Next:

YAST35-4686

Lead-In:

YAST35-4660 [1:1]


 

YAST35-4682

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4686

Default Next:

YAST35-4270

Lead-In:

YAST35-4680 [1:1]


 

YAST35-4684_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4684_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-4270

Lead-In:

YAST35-4684_000001 [Default]


 

YAST35-4686

Section: Assets35

(REFER TO SHOWCARD S)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $1,000

 

2   B. $1,001 - $2,500

 

3   C. $2,501 - $5,000

 

4   D. $5,001 - $10,000

 

5   E. $10,001 - $25,000

 

6   F. $25,001 - $50,000

 

7   G. $50,001 - $100,000

 

8   H. $100,001 - $250,000

 

9   I. More than $250,000

 

Default Next:

YAST35-4270

Lead-In:

YAST35-4682 [-2:-1], YAST35-4680 [Default]


 

YAST35-4270

Section: Assets35

Many employers and unions offer pensions or retirement plans; some provide tax-deferred plans such as 401 K's, profit sharing or stock ownership plans. Do [you/you and/or your spouse/you and/or your partner] have any savings in these types of plans?

(READ IF NECESSARY) Other examples include 403B plans, 457 plans, IRA-SEP plans, and IRA-SIMPLE plans. Please do not include Traditional IRAs, Roth IRAs, or education IRAs as these will be asked about later.

 

1   YES   ...(Go To YAST35-4290)

 

0   NO

 

Default Next:

YAST35-4300

Lead-In:

YAST35-4660 [Default], YAST35-4682 [Default], YAST35-4684_000002 [Default], YAST35-4686 [Default]


 

YAST35-4290

Section: Assets35

What is the total value of all the savings [you/you and/or your spouse/you and/or your partner] have in employer-sponsored plans that save for retirement?


(READ IF NECESSARY:) Tax-advantaged accounts such as IRA or Keogh plans or accounts for saving for educational expenses, such as Coverdell IRAs or 529 plans will be collected later.

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-4292)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-4294_000001)

 

Default Next:

YAST35-4296

Lead-In:

YAST35-4000S6 [1:1], YAST35-4270 [1:1]


 

YAST35-4292

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4296

Default Next:

YAST35-FA_8

Lead-In:

YAST35-4290 [1:1]


 

YAST35-4294_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4294_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-FA_8

Lead-In:

YAST35-4294_000001 [Default]


 

YAST35-4296

Section: Assets35

(REFER TO SHOWCARD JJ)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $5,000

 

2   B. $5,001 - $10,000

 

3   C. $10,001 - $25,000

 

4   D. $25,001 - $50,000

 

5   E. $50,001 - $100,000

 

6   F. $100,001 - $250,000

 

7   G. $250,001 - $500,000

 

8   H. More than $500,000

 

Default Next:

YAST35-FA_8

Lead-In:

YAST35-4292 [-2:-1], YAST35-4290 [Default]


 

YAST35-FA_8

Section: Assets35

(Other than the accounts you have through your employer,) Do [you/you or your spouse/you or your partner] have any money in IRAs, Keoghs, variable annuities, 529 plans, or other tax-advantaged accounts?

 

1   YES   ...(Go To YAST35-FA_8A)

 

0   NO

 

Default Next:

YAST35-4300

Lead-In:

YAST35-4292 [Default], YAST35-4294_000002 [Default], YAST35-4296 [Default]


 

YAST35-FA_8A

Section: Assets35

Now, I'll read you a list of different types of tax-advantaged accounts. Please tell me which of these [you/you or your spouse/you or your partner] hold. Do [you/you or your spouse/you or your partner] hold Traditional IRA's, Roth IRA's, Coverdell or education IRA's, Keoghs, variable annuities, 529 plans or some other kind of tax-advantaged account?


(INTERVIEWER: PLEASE SELECT ALL THAT APPLY.)

 

1   Traditional IRA

 

2   Roth IRA

 

3   Coverdell IRAs or Education IRAs

 

4   Keogh Plans

 

5   Variable Annuities

 

6   529 Plans (State Sponsored Education Plans)

 

7   Other (SPECIFY)

 

Default Next:

YAST35-FA_8-LOOP-BEGIN

Lead-In:

YAST35-FA_8 [1:1]


 

YAST35-FA_8-LOOP-BEGIN

Section: Assets35

FOR([{ACCOUNTTYPE}]=1;[{ACCOUNTTYPE}]<=9;[{ACCOUNTTYPE}]=[{ACCOUNTTYPE}]+1;
[YAST35-FA_8-LOOP-END])

Default Next:

YAST35-FA_8-INSELECTION

Lead-In:

YAST35-FA_8A [Default]


 

YAST35-FA_8-INSELECTION

Section: Assets35

INSELECTION([YAST35-FA_8A],[{ACCOUNTTYPE}])

COMMENT: R has a spouse or partner

If Answer = 1 Then Go To YAST35-FA_8B

Default Next:

YAST35-FA_8-LOOP-END

Lead-In:

YAST35-FA_8-LOOP-BEGIN [Default]


 

YAST35-FA_8B

Section: Assets35

Have [you/you or your spouse/you or your partner] withdrawn any money from this [Traditional IRA/Roth IRA/Coverdell IRAs or Education IRAs/Keogh Plans/Variable Annuities/529 Plans/] that you intend to pay back or redeposit?

 

1   YES   ...(Go To YAST35-FA_8C1)

 

0   NO

 

Default Next:

YAST35-FA_8D

Lead-In:

YAST35-FA_8-INSELECTION [1:1]


 

YAST35-FA_8C1

Section: Assets35

What is the amount that [you/you or your spouse/you or your partner] intend to pay back on all withdrawals made on this [Traditional IRA/Roth IRA/Coverdell IRAs or Education IRAs/Keogh Plans/Variable Annuities/529 Plans/]?

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-FA_8C2)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-FA_8C3_000001)

 

Default Next:

YAST35-FA_8C4

Lead-In:

YAST35-FA_8B [1:1]


 

YAST35-FA_8C2

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-FA_8C4

Default Next:

YAST35-FA_8D

Lead-In:

YAST35-FA_8C1 [1:1]


 

YAST35-FA_8C3_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-FA_8C3_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-FA_8D

Lead-In:

YAST35-FA_8C3_000001 [Default]


 

YAST35-FA_8C4

Section: Assets35

(REFER TO SHOWCARD JJ)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $5,000

 

2   B. $5,001 - $10,000

 

3   C. $10,001 - $25,000

 

4   D. $25,001 - $50,000

 

5   E. $50,001 - $100,000

 

6   F. $100,001 - $250,000

 

7   G. $250,001 - $500,000

 

8   H. More than $500,000

 

Default Next:

YAST35-FA_8D

Lead-In:

YAST35-FA_8C2 [-2:-1], YAST35-FA_8C1 [Default]


 

YAST35-FA_8D

Section: Assets35

[Today/If you or your spouse/partner were to pay back all of these withdrawals today] how much would be in this [Traditional IRA/Roth IRA/Coverdell IRAs or Education IRAs/Keogh Plans/Variable Annuities/529 Plans/]?

 

 

Default Next:

YAST35-FA_8-LOOP-END

Lead-In:

YAST35-FA_8B [Default], YAST35-FA_8C2 [Default], YAST35-FA_8C3_000002 [Default], YAST35-FA_8C4 [Default]


 

YAST35-FA_8-LOOP-END

Section: Assets35

ENDFOR

Default Next:

YAST35-4300

Lead-In:

YAST35-FA_8-INSELECTION [Default], YAST35-FA_8D [Default]


 

YAST35-4300

Section: Assets35

Does anyone owe [you/you and/or your spouse/you and/or your partner] $1000 or more from personal loans or from any mortgage loans that you have made to others, even if you are not sure that these people will repay you?

(READ IF NECESSARY:) Please do not include any loans owed to your business or farm as we will be talking about them later.

 

1   YES   ...(Go To YAST35-4300A)

 

0   NO

 

Default Next:

YAST35-4790

Lead-In:

YAST35-4270 [Default], YAST35-FA_8 [Default], YAST35-FA_8-LOOP-END [Default]


 

YAST35-4300A

Section: Assets35

Altogether, how much are you owed from these loans?

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-4300A1)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-4300B_000001)

 

Default Next:

YAST35-4300A2

Lead-In:

YAST35-4300 [1:1]


 

YAST35-4300A1

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4300A2

Default Next:

YAST35-4790

Lead-In:

YAST35-4300A [1:1]


 

YAST35-4300B_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4300B_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-4790

Lead-In:

YAST35-4300B_000001 [Default]


 

YAST35-4300A2

Section: Assets35

(REFER TO SHOWCARD FF)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $5,000

 

2   B. $5,001 - $10,000

 

3   C. $10,001 - $25,000

 

4   D. $25,001 - $50,000

 

5   E. $50,001 - $100,000

 

6   F. $100,001 - $250,000

 

7   G. More than $250,000

 

Default Next:

YAST35-4790

Lead-In:

YAST35-4300A1 [-2:-1], YAST35-4300A [Default]


 

YAST35-4790

Section: Assets35

Do [you/you and/or your spouse/you and/or your partner] own any vehicles such as a car, van, truck, jeep-like vehicle, a motor home/RV, motorcycle, boat or airplane? Please do not include vehicles that you lease or have use of, but do not own.

 

1   YES   ...(Go To YAST35-4810)

 

0   NO

 

Default Next:

YAST35-4010

Lead-In:

YAST35-4300 [Default], YAST35-4300A1 [Default], YAST35-4300B_000002 [Default], YAST35-4300A2 [Default]


 

YAST35-4810

Section: Assets35

Altogether, what is the current market value of all of the vehicles [you/you and/or your spouse/you and/or your partner] own?

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-4812)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-4814_000001)

 

Default Next:

YAST35-4816

Lead-In:

YAST35-4790 [1:1]


 

YAST35-4812

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4816

Default Next:

YAST35-4840

Lead-In:

YAST35-4810 [1:1]


 

YAST35-4814_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4814_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-4840

Lead-In:

YAST35-4814_000001 [Default]


 

YAST35-4816

Section: Assets35

(REFER TO SHOWCARD FF)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $5,000

 

2   B. $5,001 - $10,000

 

3   C. $10,001 - $25,000

 

4   D. $25,001 - $50,000

 

5   E. $50,001 - $100,000

 

6   F. $100,001 - $250,000

 

7   G. More than $250,000

 

Default Next:

YAST35-4840

Lead-In:

YAST35-4812 [-2:-1], YAST35-4810 [Default]


 

YAST35-4840

Section: Assets35

How much is still owed on these vehicles?

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-4842)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-4844_000001)

 

Default Next:

YAST35-4846

Lead-In:

YAST35-4812 [Default], YAST35-4814_000002 [Default], YAST35-4816 [Default]


 

YAST35-4842

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4846

Default Next:

YAST35-4010

Lead-In:

YAST35-4840 [1:1]


 

YAST35-4844_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4844_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-4010

Lead-In:

YAST35-4844_000001 [Default]


 

YAST35-4846

Section: Assets35

(REFER TO SHOWCARD FF)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $5,000

 

2   B. $5,001 - $10,000

 

3   C. $10,001 - $25,000

 

4   D. $25,001 - $50,000

 

5   E. $50,001 - $100,000

 

6   F. $100,001 - $250,000

 

7   G. More than $250,000

 

Default Next:

YAST35-4010

Lead-In:

YAST35-4842 [-2:-1], YAST35-4840 [Default]


 

YAST35-4010

Section: Assets35

Do [you/you and/or your spouse/you and/or your partner] own a business, partnership or professional practice, or any part of a business/partnership/professional practice?

 

1   YES   ...(Go To YAST35-4010A1)

 

0   NO

 

Default Next:

YAST35-4140

Lead-In:

YAST35-4790 [Default], YAST35-4842 [Default], YAST35-4844_000002 [Default], YAST35-4846 [Default]


 

YAST35-4010A1

Section: Assets35

Please list the names of all businesses and professional practices which [you/you and/or your spouse/you and/or your partner] currently own or in which [you/you and/or your spouse/you and/or your partner] are invested.

Default Next:

YAST35-4010A1A

Lead-In:

YAST35-4010 [1:1]


 

YAST35-4010A1A

Section: Assets35

INTERVIEWER: IF THE NAME OF THE BUSINESS OR PROFESSIONAL PRACTICE IS SPELLED INCORRECTLY, PLEASE CLICK ON "THE PENCIL ICON" NEXT TO THE NAME AND MAKE THE NECESSARY CORRECTIONS.

IF THERE ARE NO CORRECTIONS, CLICK ON <NEXT>.

Default Next:

YAST35-4010A1B

Lead-In:

YAST35-4010A1 [Default]


 

YAST35-4010A1B

Section: Assets35

INTERVIEWER: IF ANY BUSINESS OR PROFESSIONAL PRACTICE THAT WAS ADDED TO THE ROSTER IN THE PREVIOUS QUESTION SHOULD NOT BE ON THIS LIST, PLEASE CLICK ON "THE RED BUTTON" NEXT TO THE NAME OF THE PROGRAM.

IF THERE ARE NO DELETIONS, CLICK ON <NEXT>.

Default Next:

YAST35-4010A2

Lead-In:

YAST35-4010A1A [Default]


 

YAST35-4010A2

Section: Assets35

Now, I'm going to ask you some questions about each business or professional practice [you/you and/or your spouse/you and/or your partner] are currently invested in.

Default Next:

YAST35-4010A2A

Lead-In:

YAST35-4010A1B [Default]


 

YAST35-4010A2A

Section: Assets35

RECCOUNT ([{*BUSINESSES*}])

If Answer = 0 Then Go To YAST35-4140

Default Next:

YAST35-4010A2-LOOP-BEGIN

Lead-In:

YAST35-4010A2 [Default]


 

YAST35-4010A2-LOOP-BEGIN

Section: Assets35

FOR([{BPP_LOOP}]=1; [{BPP_LOOP}]<=[{TOTBPP}]; [{BPP_LOOP}]=[{BPP_LOOP}]+1; [YAST35-4116A-LOOP-END])

Default Next:

YAST35-4010A3

Lead-In:

YAST35-4010A2A [Default]


 

YAST35-4010A3

Section: Assets35

In answering these questions, please include all of the land, buildings, tools, equipment, intellectual property, and other assets that [you/you and/or your spouse/you and/or your partner] own as part of a business.

Default Next:

YAST35-4030A

Lead-In:

YAST35-4010A2-LOOP-BEGIN [Default]


 

YAST35-4030A

Section: Assets35

If you sold all of [BUSINESSES.NAME([{BPP_LOOP}])] that [you/you and/or your spouse/you and/or your partner] own, including any real estate owned by the business/partnership/professional practice, and paid off any debts, would you lose money, would you make money, or would you just about break even?
READ IF NECESSARY: Please include only the part of the business currently owned by you or your spouse or cohabiting partner.

 

1   LOSE MONEY   ...(Go To YAST35-4032A)

 

2   MAKE MONEY   ...(Go To YAST35-4032)

 

3   BREAK EVEN

 

Default Next:

YAST35-4116A-LOOP-END

Lead-In:

YAST35-4010A3 [Default]


 

YAST35-4032

Section: Assets35

How much money would [you/you and/or your spouse/you and/or your partner] make?

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4033A_000001

Default Next:

YAST35-4116A-LOOP-END

Lead-In:

YAST35-4030A [2:2]


 

YAST35-4032A

Section: Assets35

How much money would [you/you and/or your spouse/you and/or your partner] lose?

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4034A_000001

Default Next:

YAST35-4116A-LOOP-END

Lead-In:

YAST35-4030A [1:1]


 

YAST35-4033A_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range you might make? What is the upper amount of the range you might make?

Lower amount 

 

YAST35-4033A_000002

Section: Assets35

 

Upper amount 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4036

Default Next:

YAST35-4116A-LOOP-END

Lead-In:

YAST35-4033A_000001 [Default]


 

YAST35-4034A_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range you might lose? What is the upper amount of the range you might lose?

Lower amount 

 

YAST35-4034A_000002

Section: Assets35

 

Upper amount 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4036A

Default Next:

YAST35-4116A-LOOP-END

Lead-In:

YAST35-4034A_000001 [Default]


 

YAST35-4036

Section: Assets35

(REFER TO SHOWCARD KK)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $25,000

 

2   B. $25,001 - $50,000

 

3   C. $50,001 - $100,000

 

4   D. $100,001 - $250,000

 

5   E. $250,001 - $500,000

 

6   F. $500,001 - $1,000,000

 

7   G. More than $1,000,000

 

Default Next:

YAST35-4116A-LOOP-END

Lead-In:

YAST35-4033A_000002 [-2:-1]

 

YAST35-4036A

Section: Assets35

(REFER TO SHOWCARD KK)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of how much you might lose?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $25,000

 

2   B. $25,001 - $50,000

 

3   C. $50,001 - $100,000

 

4   D. $100,001 - $250,000

 

5   E. $250,001 - $500,000

 

6   F. $500,001 - $1,000,000

 

7   G. More than $1,000,000

 

Default Next:

YAST35-4116A-LOOP-END

Lead-In:

YAST35-4034A_000002 [-2:-1]


 

YAST35-4116A-LOOP-END

Section: Assets35

ENDFOR

Default Next:

YAST35-4140

Lead-In:

YAST35-4030A [Default], YAST35-4032 [Default], YAST35-4032A [Default], YAST35-4033A_000002 [Default], YAST35-4034A_000002 [Default], YAST35-4036 [Default], YAST35-4036A [Default]


 

YAST35-4140

Section: Assets35

Do [you/you and/or your spouse/you and/or your 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?

 

1   YES   ...(Go To YAST35-4160)

 

0   NO

 

Default Next:

YAST35-4870

Lead-In:

YAST35-4010A2A [0:0], YAST35-4010 [Default], YAST35-4116A-LOOP-END [Default]


 

YAST35-4160

Section: Assets35

If you sold all of the other real estate that [you/you and/or your spouse/you and/or your partner] own and paid off any debts on it, how much would you get? IF RESPONDENT WOULD LOSE MONEY ON OTHER REAL ESTATE AFTER SALE SELECT TO ENTER NEGATIVE VALUE.

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER POSITIVE AMOUNT   ...(Go To YAST35-4162)

 

2   SELECT TO ENTER POSTIVE RANGE   ...(Go To YAST35-4164_000001)

 

3   SELECT TO ENTER NEGATIVE AMOUNT   ...(Go To YAST35-4162N)

 

4   SELECT TO ENTER NEGATIVE RANGE   ...(Go To YAST35-4164N_000001)

 

Default Next:

YAST35-4166

Lead-In:

YAST35-4140 [1:1]


 

YAST35-4162

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4166

Default Next:

YAST35-4870

Lead-In:

YAST35-4160 [1:1]


 

YAST35-4162N

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4166

Default Next:

YAST35-4870

Lead-In:

YAST35-4160 [3:3]


 

YAST35-4164_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4164_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-4870

Lead-In:

YAST35-4164_000001 [Default]


 

YAST35-4164N_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4164N_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-4870

Lead-In:

YAST35-4164N_000001 [Default]


 

YAST35-4166

Section: Assets35

(REFER TO SHOWCARD KK)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $25,000

 

2   B. $25,001 - $50,000

 

3   C. $50,001 - $100,000

 

4   D. $100,001 - $250,000

 

5   E. $250,001 - $500,000

 

6   F. $500,001 - $1,000,000

 

7   G. More than $1,000,000

 

Default Next:

YAST35-4870

Lead-In:

YAST35-4162 [-2:-1], YAST35-4162N [-2:-1], YAST35-4160 [Default]


 

YAST35-4870

Section: Assets35

(REFER TO SHOWCARD BBB)

What is your best estimate of how much money [you/you and/or your spouse/you and/or your partner] would get if you sold all of your personal household furnishings such as furniture, major appliances, and home electronics?

(IF SHOWCARDS ARE NOT BEING USED, ADD: I will read the categories in order. Please stop me when I reach the correct one.)

 

8   A. $0

 

1   B. $1 - $5,000

 

2   C. $5,001 - $10,000

 

3   D. $10,001 - $25,000

 

4   E. $25,001 - $50,000

 

5   F. $50,001 - $100,000

 

6   G. $100,001- $250,000

 

7   H. More than $250,000

 

Default Next:

YAST35-4880

Lead-In:

YAST35-4000S8 [Default], YAST35-4000S10A [Default], YAST35-4000S10B_000002 [Default], YAST35-4000S10C [Default], YAST35-4140 [Default], YAST35-4162 [Default], YAST35-4162N [Default], YAST35-4164_000002 [Default], YAST35-4164N_000002 [Default], YAST35-4166 [Default]


 

YAST35-4880

Section: Assets35

Do [you/you and/or your spouse/you and/or your partner] have any other savings or substantial assets that we haven't already discussed -- for example assets in a trust, annuity, or managed investment account, art work, precious metals, antiques, oil and gas leases, futures contracts, royalties, or something else?

 

1   YES   ...(Go To YAST35-4900)

 

0   NO

 

Default Next:

YAST35-5010

Lead-In:

YAST35-4870 [Default]


 

YAST35-4900

Section: Assets35

If you sold all of the other assets [you/you and/or your spouse/you and/or your partner] own how much would you get?

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-4902)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-4904_000001)

 

Default Next:

YAST35-4906

Lead-In:

YAST35-4880 [1:1]


 

YAST35-4902

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-4906

Default Next:

YAST35-5010

Lead-In:

YAST35-4900 [1:1]


 

YAST35-4904_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-4904_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-5010

Lead-In:

YAST35-4904_000001 [Default]


 

YAST35-4906

Section: Assets35

(REFER TO SHOWCARD FF)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $5,000

 

2   B. $5,001 - $10,000

 

3   C. $10,001 - $25,000

 

4   D. $25,001 - $50,000

 

5   E. $50,001 - $100,000

 

6   F. $100,001 - $250,000

 

7   G. More than $250,000

 

Default Next:

YAST35-5010

Lead-In:

YAST35-4902 [-2:-1], YAST35-4900 [Default]


 

YAST35-5010

Section: Assets35

Now I would like to ask you a few questions about any debts [you/you or your spouse/you or your partner] might have other than mortgages and other real estate loans, business debts, and auto loans.

Default Next:

YAST35-5011

Lead-In:

YAST35-4880 [Default], YAST35-4902 [Default], YAST35-4904_000002 [Default], YAST35-4906 [Default]


 

YAST35-5011

Section: Assets35

[{PREV_COLLOAN}]==1

COMMENT: R was loaned money from family/friends at last assets interview

If Answer = 1 Then Go To YAST35-5011A

Default Next:

YAST35-5015

Lead-In:

YAST35-5010 [Default]


 

YAST35-5011A

Section: Assets35

In previous interviews you reported receiving loans from parents, other relatives, or friends to help you attend school or college. What is the total amount that you owe altogether on these educational loans from family members or friends?

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-5012)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-5013_000001)

 

Default Next:

YAST35-5014

Lead-In:

YAST35-5011 [1:1]


 

YAST35-5012

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-5014

Default Next:

YAST35-5015

Lead-In:

YAST35-5011A [1:1]


 

YAST35-5013_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-5013_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-5015

Lead-In:

YAST35-5013_000001 [Default]


 

YAST35-5014

Section: Assets35

(REFER TO SHOWCARD II)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $1,000

 

2   B. $1,001 - $2,500

 

3   C. $2,501 - $5,000

 

4   D. $5,001 - $10,000

 

5   E. $10,001 - $25,000

 

6   F. $25,001 - $50,000

 

7   G. $50,001 - $100,000

 

8   H. More than $100,000

 

Default Next:

YAST35-5015

Lead-In:

YAST35-5012 [-2:-1], YAST35-5011A [Default]


 

YAST35-5015

Section: Assets35

[{PREV_GOVLOAN}]==1

COMMENT: R reported government subsidized or private college loans at last assets interview

If Answer = 1 Then Go To YAST35-5015A

Default Next:

YAST35-5019

Lead-In:

YAST35-5011 [Default], YAST35-5012 [Default], YAST35-5013_000002 [Default], YAST35-5014 [Default]


 

YAST35-5015A

Section: Assets35

In previous interviews you reported borrowing government-subsidized or other types of loans to attend a school or college. What is the total amount that you owe altogether on these educational loans?

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-5016)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-5017_000001)

 

Default Next:

YAST35-5018

Lead-In:

YAST35-5015 [1:1]


 

YAST35-5016

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-5018

Default Next:

YAST35-5019

Lead-In:

YAST35-5015A [1:1]


 

YAST35-5017_000001

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-5017_000002

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-5019

Lead-In:

YAST35-5017_000001 [Default]


 

YAST35-5018

Section: Assets35

(REFER TO SHOWCARD II)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $1,000

 

2   B. $1,001 - $2,500

 

3   C. $2,501 - $5,000

 

4   D. $5,001 - $10,000

 

5   E. $10,001 - $25,000

 

6   F. $25,001 - $50,000

 

7   G. $50,001 - $100,000

 

8   H. More than $100,000

 

Default Next:

YAST35-5019

Lead-In:

YAST35-5016 [-2:-1], YAST35-5015A [Default]


 

YAST35-5019

Section: Assets35

[{KEY_MARSTAT}]==1 || [{YOUTH_PARTNER}]==1

COMMENT: R is currently married or has a partner

If Answer = 1 Then Go To YAST35-5040_NEW

Default Next:

YAST35-5130

Lead-In:

YAST35-5015 [Default], YAST35-5016 [Default], YAST35-5017_000002 [Default], YAST35-5018 [Default]


 

YAST35-5040_NEW

Section: Assets35

Does your [spouse/partner] have any educational loans from family/friends or government sources that s/he is still paying off?

 

1   YES   ...(Go To YAST35-5074_NEW)

 

0   NO

 

Default Next:

YAST35-5130

Lead-In:

YAST35-5019 [1:1]


 

YAST35-5074_NEW

Section: Assets35

What is the total amount that your [spouse/partner] owes altogether for educational loans given by family/friends and from government-subsidized or other types of loans to attend school or college?

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-5082_NEW)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-5084_000001_NEW)

 

Default Next:

YAST35-5086_NEW

Lead-In:

YAST35-5040_NEW [1:1]


 

YAST35-5082_NEW

Section: Assets35

(ENTER AMOUNT)

 

If Answer >= -2 AND Answer <= -1 Then Go To YAST35-5086_NEW

Default Next:

YAST35-5130

Lead-In:

YAST35-5074_NEW [1:1]


 

YAST35-5084_000001_NEW

Section: Assets35

(READ IF NECESSARY) What is the lower amount of the range? What is the upper amount of the range?

Lower amount 

 

YAST35-5084_000002_NEW

Section: Assets35

 

Upper amount 

 

Default Next:

YAST35-5130

Lead-In:

YAST35-5084_000001_NEW [Default]


 

YAST35-5086_NEW

Section: Assets35

(REFER TO SHOWCARD FF)

[[Please look at this card]]

Can you tell me the letter of the category that is your best estimate of that amount?

(IF SHOWCARDS ARE NOT BEING USED, ADD THE FIRST TIME AND LATER AS NECESSARY: I will read the categories in order. Please stop me when I reach the correct one.)

 

1   A. $1 - $5,000

 

2   B. $5,001 - $10,000

 

3   C. $10,001 - $25,000

 

4   D. $25,001 - $50,000

 

5   E. $50,001 - $100,000

 

6   F. $100,001 - $250,000

 

7   G. More than $250,000

 

Default Next:

YAST35-5130

Lead-In:

YAST35-5082_NEW [-2:-1], YAST35-5074_NEW [Default]


 

YAST35-5130

Section: Assets35

Do you owe any relatives $1000 or more not counting any money someone loaned [you/you or your spouse/you or your partner] for education expenses or for the purchase or remodeling of your home?

 

1   YES   ...(Go To YAST35-5170)

 

0   NO

 

Default Next:

YAST35-5210A

Lead-In:

YAST35-5019 [Default], YAST35-5040_NEW [Default], YAST35-5082_NEW [Default], YAST35-5084_000002_NEW [Default], YAST35-5086_NEW [Default]


 

YAST35-5170

Section: Assets35

Altogether, how much is still owed on this/these loan(s)?

INTERVIEWER: IF RESPONDENT IS UNABLE TO GIVE AN EXACT AMOUNT, PROBE FOR A RANGE.

 

0   NOTHING, ZERO, PAID ALL OF LOAN BACK

 

1   SELECT TO ENTER AMOUNT   ...(Go To YAST35-5172)

 

2   SELECT TO ENTER RANGE   ...(Go To YAST35-5174_000001)

 

Default Next:

YAST35-5176

Lead-In:

YAST35-5130 [1:1]