Routing for UAS534
intro1
In this survey we would like to ask you some questions about your income and assets.
previous_z076 := getHRSPreloadWave4(6,"z076")
previous_endtime := getHRSPreloadWave4(6,"endtime")
if previous_endtime = response then
if Z076 = YES then
Z092_temp := getBeginTime(5)
PrevIWMonth := date('n',strtotime(Z092_temp))
Fill code of question 'Z092' executed
Z093 := date('Y',strtotime(Z092_temp))
X008 := getHRSPreloadWave4(1,"A167_A028")
Z125 := getHRSPreloadWave4(3, "J478")
Z126 := getHRSPreloadWave4(5, "Q084_")
Z127 := getHRSPreloadWave4(5, "Q105_")
preload_Q134_ := getHRSPreloadWave4(5, "Q134_")
preload_Q148_ := getHRSPreloadWave4(5, "Q148_")
preload_Q166_[1] := getHRSPreloadWave4(5, "Q166_[1]")
preload_Q166_[2] := getHRSPreloadWave4(5, "Q166_[2]")
preload_Q166_[3] := getHRSPreloadWave4(5, "Q166_[3]")
preload_Q345_ := getHRSPreloadWave4(5, "Q345_")
preload_Q331_ := getHRSPreloadWave4(5, "Q331_")
preload_Q317_ := getHRSPreloadWave4(5, "Q317_")
preload_Q357_ := getHRSPreloadWave4(5, "Q357_")
preload_Q371_ := getHRSPreloadWave4(5, "Q371_")
preload_Q376_ := getHRSPreloadWave4(5, "Q376_")
preload_Q467_ := getHRSPreloadWave4(5, "Q467_")
Q134_compare := str_replace(",", "", preload_Q134_)
if (preload_Q166_[1] = response) then
Q166_compare := Q166_compare + str_replace(",", "", preload_Q166_[1])
End of if
if (preload_Q166_[2] = response) then
Q166_compare := Q166_compare + str_replace(",", "", preload_Q166_[2])
End of if
if (preload_Q166_[3] = response) then
Q166_compare := Q166_compare + str_replace(",", "", preload_Q166_[3])
End of if
preload_Q166_total := '0'
if Q166_compare != -1 then
preload_Q166_total := number_format(Q166_compare)
End of if
Q148_compare := str_replace(",", "", preload_Q148_)
Q345_compare := str_replace(",", "", preload_Q345_)
Q331_compare := str_replace(",", "", preload_Q331_)
Q317_compare := str_replace(",", "", preload_Q317_)
Q357_compare := str_replace(",", "", preload_Q357_)
Q371_compare := str_replace(",", "", preload_Q371_)
Q376_compare := str_replace(",", "", preload_Q376_)
Q467_compare := str_replace(",", "", preload_Q467_)
if Q134_compare = empty OR !is_numeric(Q134_compare) then
End of if
if Q148_compare = empty OR !is_numeric(Q148_compare) then
End of if
if Q166_compare = empty OR !is_numeric(Q166_compare) then
End of if
if Q345_compare = empty OR !is_numeric(Q345_compare) then
End of if
if Q331_compare = empty OR !is_numeric(Q331_compare) then
End of if
if Q317_compare = empty OR !is_numeric(Q317_compare) then
End of if
if Q357_compare = empty OR !is_numeric(Q357_compare) then
End of if
if Q371_compare = empty OR !is_numeric(Q371_compare) then
End of if
if Q376_compare = empty OR !is_numeric(Q376_compare) then
End of if
if Q467_compare = empty OR !is_numeric(Q467_compare) then
End of if
End of if
A026_Rmarried := getHRSPreload(1, "A026_Rmarried")
A027_RPartnerd := getHRSPreload(1, "A027_RPartnerd")
A102_NumRInLaw := getHRSPreload(1, "A102_NumRInLaw")
A101_TotalKids := getHRSPreload(1, "A101_TotalKids")
A098_NumHHM := getHRSPreload(1, "A098_NumHHM")
FLCurrentYear := date("Y")
X004AmoBorn[1] := getHRSPreload(1, "X004AmoBorn[1]")
X005AdaBorn[1] := getHRSPreload(1, "X005AdaBorn[1]")
X067AYrBorn := getHRSPreload(1, "X067AYrBorn", 2)
if X004AmoBorn[1] = response AND X005AdaBorn[1] = response AND X067AYrBorn[1] = response then
A014 := calcAge(X067AYrBorn[1], X004AmoBorn[1], X005AdaBorn[1]);
Else
IF X067AYrBorn[1] = EMPTY THEN
Else
A014 := FLCurrentYear - X067AYrBorn[1]
End of if
End of if
A166_A020TSameSpP_A := getHRSPReload(1,"A166_A020TSameSpP_A")
A044TSpAge_A := getHRSPReload(1,"A044TSpAge_A")
A209_LivTogethr := getHRSPReload(1,"A209_LivTogethr")
A030 := getHRSPReload(1,"A030")
A033_SpInNHome := getHRSPReload(1,"A033_SpInNHome")
A167_A028 := getHRSPReload(1,"A167_A028")
R2X060ASex := getHRSPReload(1, "R2X060ASex")
X065ACouplenss := getHRSpreload(1, "X065ACouplenss", 2)
Fill code of question 'FLHWP' executed
personcounter := getHRSPreload(1, "personcounter")
if personcounter = empty then
End of if
personcounter1 := getHRSPreload(1, "personcounter1")
if personcounter1 = empty then
End of if
J021 := getHRSPReload(3,"J021")
J478 := getHRSPReload(3,"J478")
FLCurrentMonth := date("n")
InitA061TLCY_A := FLCurrentYear - 1
X058AFName := getHRSPreload(1, "X058AFName", 2)
intro2
Before we start we would first like to retrieve some information that you provided to us in another survey. This may take a few moments. Please just click 'Next' to continue and wait until the next screen appears.
X060ASex := getHRSPReload(1, "X060ASex", 2)
X056AResStat := getHRSPreload(1, "X056AResStat", 2)
X061ARelateR := getHRSPreload(1, "X061ARelateR", 2)
E046_NumGKids := getHRSPReload(2,"E046_NumGKids")
H004_OwnRent := getHRSPReload(2,"H004_OwnRent")
H008_OwnFarm := getHRSPReload(2,"H008_OwnFarm")
H011_OwnFarmLand := getHRSPReload(2,"H011_OwnFarmLand")
H014_OwnMobile := getHRSPReload(2,"H014_OwnMobile")
H151_Own2ndHome := getHRSPReload(2,"H151_Own2ndHome")
Fill code of question 'FLTwoYears' executed
Fill code of question 'FLTwoYearsCaps' executed
Fill code of question 'FLOrYour' executed
Fill code of question 'FLOrYourPar' executed
Fill code of question 'FLAndYourPar' executed
if z076 = YES then
intro3
Thanks again for your patience! We are now ready to begin. Please just click 'Next>>' to continue.
Note:
Some of the questions in this survey will show you information that you entered in a survey you took up to two years ago. If you don't recognize that information or it doesn't make sense in some way, please click the 'Remark' button and leave a comment in the box that pops up.
If you don’t know the answer to a question, please click the 'Next>>' button twice.
Else
intro3_2
Thanks again for your patience! We are now ready to begin. Please just click 'Next>>' to continue.
Note:
If you don’t know the answer to a question, please click the 'Next>>' button twice. If you want to add clarifying information to your answer, please click the 'Remark' button and leave a comment in the box that pops up.
End of if
X501 := getHRSPreload(2, "X501")
X502 := getHRSPreload(2, "X502")
X503 := getHRSPreload(2, "X503")
X504 := getHRSPreload(2, "X504")
X505 := getHRSPreload(2, "X505")
X506 := getHRSPreload(2, "X506")
X507 := getHRSPreload(2, "X507")
X508 := getHRSPreload(2, "X508")
X509 := getHRSPreload(2, "X509")
X510 := getHRSPreload(2, "X510")
X511 := getHRSPreload(2, "X511")
X512 := getHRSPreload(2, "X512")
X513 := getHRSPreload(2, "X513")
X514 := getHRSPreload(2, "X514")
X515 := getHRSPreload(2, "X515")
X053 := getHRSPreload(2, "X053")
if Z076 = YES then
x041 := getHRSPreloadWave4(5,"X041")
x042 := getHRSPreloadWave4(5,"X042")
x043 := getHRSPreloadWave4(5,"X043")
x044 := getHRSPreloadWave4(5,"X044")
x045 := getHRSPreloadWave4(5,"X045")
x046 := getHRSPreloadWave4(5,"X046")
x047 := getHRSPreloadWave4(5,"X047")
x048 := getHRSPreloadWave4(5,"X048")
x049 := getHRSPreloadWave4(5,"X049")
x050 := getHRSPreloadWave4(5,"X050")
x052 := getHRSPreloadWave4(5,"X052")
x051 := getHRSPreloadWave4(5,"X051")
x516 := getHRSPreloadWave4(5,"X516")
x517 := getHRSPreloadWave4(5,"X517")
x518 := getHRSPreloadWave4(5,"X518")
x519 := getHRSPreloadWave4(5,"X519")
x520 := getHRSPreloadWave4(5,"X520")
Else
if x041 = empty then
End of if
End of if
Fill code of question 'FLQspouse' executed
Fill code of question 'FLQspouse2' executed
Fill code of question 'FLQ013' executed
Fill code of question 'FLQ014A' executed
Fill code of question 'FLQ131' executed
Fill code of question 'FLQ247' executed
IF A019_RAge > 64 OR A044TSpAge_A > 64 THEN
Q010_ (R OR SP WORK FOR PAY - LCY)
We are interested in how people are getting along financially these days. The next questions are about income you[ or your ^FLHWP/] receive. Let's start with income from work.
Did you[ or your ^FLHWP/] do any work for pay last year, in [LAST CALENDAR YEAR[]]?
IF Q010_ = 1 THEN
IF X065ACouplenss[1] in [1,2,3,4] THEN
Q011_ (WHO WORKED FOR PAY - LCY)
Which one of you worked for pay last year?
Else
Q012_ (R WORKED FOR PAY - LCY)
We are interested in how people are getting along financially these days. The next questions are about income you[ or your ^FLHWP/] receive. Some of these questions may seem similar to what we have already asked, however we would like to gather more detail.
Let's start with income from work.
Did you do any work for pay last year (that is, in [LAST CALENDAR YEAR[]])?
IF X065ACouplenss[1] in [1,2,3,4] THEN
Q013_ (SP WORKED FOR PAY - LCY)
Did your [^FLHWP] do any work for pay last year, in [LAST CALENDAR YEAR[]]?
End of if
End of if
IF BP085cases != 1 THEN
IF Q011_ in [1,3] OR Q012_ = 1 THEN
Fill code of question 'FLQ014B' executed
Fill code of question 'FLQ014C' executed
Q014_ (R INCOME FROM WORK SELF EMPL - LCY)
[First we will ask about your earnings from work, and then about your ^FLQ014A.
/]
[In a previous survey you indicated that you were self-employed.
/]
Did any of your earnings from work in [LAST CALENDAR YEAR[]] come from self-employment?
IF Q014_ = 1 THEN
Q015_ (R AMOUNT FROM WORK SELF EMPL LCY)
What was your income from self-employment, before taxes and other deductions, in [LAST CALENDAR YEAR[]]?
Please include income you actually received from the business and any profits that may have been left in the business.
RANGE 0..1000000
IF Q015_ = EMPTY THEN
Q016_Unf (Unfolding)
Thinking about your self-employment income in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q016_Unf_Results := explode('~', Q016_Unf)
End of if
End of if
Fill code of question 'FLQ019' executed
Q019_ (R WAGES AND SALARY INCOME - LCY)
[Aside from any self-employment income, did/Did] any of your [LAST CALENDAR YEAR[]] earnings come from wages and salaries?
IF Q019_ = 1 THEN
Q020_ (R AMOUNT FROM WAGES AND SALARY LCY)
About how much wage and salary income did you receive in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 0..1000000
IF Q020_ = EMPTY THEN
Q021_Unf (Unfolding)
Thinking about your wage and salary income in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q021_Unf_Results := explode('~', Q021_Unf)
End of if
End of if
Fill code of question 'FLQ024' executed
Q024_ (R INCOME FROM PROF PRAC OR TRADE - LCY)
[Other than what you have already mentioned, did any of your ^InitA061TLCY_A income come from a professional practice or trade?/Did any of your ^InitA061TLCY_A income come from a professional practice or trade?]
IF Q024_ = 1 THEN
Q025_ (R AMOUNT FROM PROF PRAC OR TRADE LCY)
About how much did you receive from professional practice or trade in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 0..1000000
IF Q025_ = EMPTY THEN
Q026_Unf (Unfolding)
Thinking about the income you received from your professional practice or trade in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q026_Unf_Results := explode('~', Q026_Unf)
End of if
End of if
Q029_ (R INCOME FROM TIP BONUS COMMISSION - LCY)
Did any of your [LAST CALENDAR YEAR[]] income come from tips, bonuses, commissions, etc?
IF Q029_ = 1 THEN
Q030_ (R AMOUNT FROM TIP BONUS COMMISSION LCY)
About how much did your [LAST CALENDAR YEAR[]] income from tips, bonuses, commissions, etc. amount to, before taxes and other deductions?
RANGE 0..99999996
IF Q030_ = EMPTY THEN
Q031_Unf (Unfolding)
Thinking about your income from tips, bonuses, commissions, etc. in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q031_Unf_Results := explode('~', Q031_Unf)
End of if
End of if
Q034_ (R OTHER INCOME FROM WORK 2ND JOB - LCY)
In [LAST CALENDAR YEAR[]], did you receive any other income from work, such as a second job or the military reserves?
IF Q034_ = 1 THEN
Q035_ (R AMOUNT FROM WORK 2ND JOB LCY)
How much did you receive from this work in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 0..1000000
IF Q035_ = EMPTY THEN
Q036_Unf (Unfolding)
Thinking about your income from this additional work in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q036_Unf_Results := explode('~', Q036_Unf)
End of if
End of if
End of if
IF Q011_ in [2,3] OR Q013_ = 1 THEN
Fill code of question 'FLQ039' executed
Q039_ (SP INCOME FROM SELF EMPLOYMENT - LCY)
[Now we want to ask about your [^FLHWP's] income last year, in ^InitA061TLCY_A.
/]
Did any of your [^FLHWP's] income come from self-employment?
IF Q039_ = 1 THEN
Q040_ (SP AMOUNT FROM SELF EMPL INCOME LCY)
What was your [[husband/wife/partner/spouse]'s] income from self-employment, before taxes and other deductions, in [LAST CALENDAR YEAR[]]?
Please include income your [husband/wife/partner/spouse] actually received from the business and any profits that may have been left in the business.
RANGE 0..1000000
IF Q040_ = EMPTY THEN
Q041_Unf (Unfolding)
Thinking about your [husband/wife/partner/spouse]'s self-employment income in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q041_Unf_Results := explode('~', Q041_Unf)
End of if
End of if
Fill code of question 'FLQ044' executed
Q044_ (SP WAGES AND SALARY INCOME - LCY)
[Apart from any self-employment income, did/Did] your [^FLHWP] have any income from wages and salaries last year, in [LAST CALENDAR YEAR[]]?
IF Q044_ = 1 THEN
Q045_ (SP AMOUNT FROM WAGES AND SALARY LCY)
About how much did your [^FLHWP's] income from wages and salaries amount to in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 0..1000000
IF Q045_ = EMPTY THEN
Q046_Unf (Unfolding)
Thinking about your [husband/wife/partner/spouse]'s income from wages and salaries in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q046_Unf_Results := explode('~', Q046_Unf)
End of if
End of if
Fill code of question 'FLQ049' executed
Q049_ (SP INCOME FROM PROF PRAC TRADE - LCY)
[Other than what you have already mentioned, did any of your ^FLQ014A income in ^InitA061TLCY_A come from a professional practice or trade?/Did any of your ^FLQ014A income in ^InitA061TLCY_A come from a professional practice or trade?]
IF Q049_ = 1 THEN
Q050_ (SP AMOUNT FROM PROF PRAC TRADE LCY)
About how much income did your [^FLHWP] receive in [LAST CALENDAR YEAR[]] from a professional practice or trade, before taxes and other deductions?
RANGE 0..1000000
IF Q050_ = EMPTY THEN
Q051_Unf (Unfolding)
Thinking about the income your [husband/wife/partner/spouse] received from a professional practice or trade in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q051_Unf_Results := explode('~', Q051_Unf)
End of if
End of if
Q054_ (SP INCOME FROM TIP BONUS COMMISS - LCY)
Did any of your [^FLHWP's] [LAST CALENDAR YEAR[]] income come from tips, bonuses, commissions, etc?
IF Q054_ = 1 THEN
Q055_ (SP AMOUNT FR TIP BONUS COMMISS LCY)
About how much did your [^FLHWP] receive from tips, bonuses, commissions, etc. in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 0..1000000
IF Q055_ = EMPTY THEN
Q056_Unf (Unfolding)
Thinking about your [husband/wife/partner/spouse]'s income from tips, bonuses, commissions, etc. in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q056_Unf_Results := explode('~', Q056_Unf)
End of if
End of if
Q059_ (SP OTHER INC FROM WORK 2ND JOB - LCY)
Did your [^FLHWP] receive any other income from work, such as a second job or the military reserves?
IF Q059_ = 1 THEN
Q060_ (SP AMOUNT FROM WORK 2ND JOB LCY)
How much did your [^FLHWP] receive from this work in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 0..1000000
IF Q060_ = EMPTY THEN
Q061_Unf (Unfolding)
Thinking about your [husband/wife/partner/spouse]'s income from this additional work in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q061_Unf_Results := explode('~', Q061_Unf)
End of if
End of if
End of if
Q064_ (R OR SP INCOME FROM UNEMPLOYMENT - LCY)
Did you[ or your ^FLHWP/] receive any income in [LAST CALENDAR YEAR[]] from Unemployment Compensation?
IF Q064_ = 1 THEN
IF X065ACouplenss[1] in [1,2,3,4] THEN
Q065_ (WHO RECEIVED INC FROM UNEMPLOYMENT LCY)
Who received that Unemployment Compensation?
IF Q065_ != 2 THEN
Fill code of question 'FLQ066' executed
Q066_ (R AMOUNT FROM UNEMPLOYMENT - LCY)
[How much did you, yourself, receive from Unemployment Compensation in ^InitA061TLCY_A, before taxes and other deductions?/How much did you receive from Unemployment Compensation in ^InitA061TLCY_A before taxes and other deductions?]
RANGE 1..50000
IF Q066_ = EMPTY THEN
Fill code of question 'FLQ067' executed
Q067_Unf (Unfolding)
[Thinking about the Unemployment Compensation you, yourself received in ^InitA061TLCY_A:
/Thinking about the Unemployment Compensation you received in ^InitA061TLCY_A:
]
Was it more, about, or less than...
Q067_Unf_Results := explode('~', Q067_Unf)
End of if
End of if
IF Q065_ IN [2,3] THEN
Q070_ (SP AMOUNT FROM UNEMPLOYMENT - LCY)
How much did your [^FLHWP] receive from Unemployment Compensation in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 1..50000
IF Q070_ = EMPTY THEN
Q071_Unf (Unfolding)
Thinking about the Unemployment Compensation your [husband/wife/partner/spouse] received in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q071_Unf_Results := explode('~', Q071_Unf)
End of if
End of if
End of if
IF Q010_ = 1 OR Q012_ = 1 OR Q013_ = 1 THEN
Q074_ (R OR SP INCOME FROM WORKERS COMP - LCY)
Did you[ or your ^FLHWP/] receive any income in [LAST CALENDAR YEAR[]] from Workers' Compensation?
IF Q074_ = 1 THEN
IF X065ACouplenss[1] in [1,2,3,4] THEN
Q075_ (WHO RECEIVED FROM WORKERS COMP LCY)
Who received that Workers' Compensation?
IF Q075_ != 2 THEN
Fill code of question 'FLQ076' executed
Q076_ (R AMOUNT FROM WORKERS COMP LCY)
[How much did you, yourself, receive from Worker's Compensation in ^InitA061TLCY_A, before taxes and other deductions?/How much did you receive from Worker's Compensation in ^InitA061TLCY_A, before taxes and other deductions?]
RANGE 1..50000
IF Q076_ = EMPTY THEN
Fill code of question 'FLQ077' executed
Q077_Unf (Unfolding)
[Thinking about the Workers Compensation you, yourself, received in ^InitA061TLCY_A:
/Thinking about the Workers Compensation you received in ^InitA061TLCY_A:
]
Was it more, about, or less than...
Q077_Unf_Results := explode('~', Q077_Unf)
End of if
End of if
IF Q075_ IN [2,3] THEN
Q080_ (SP AMOUNT FROM WORKERS COMP LCY)
How much did your [^FLHWP] receive from Worker's Compensation in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 1..50000
IF Q080_ = EMPTY THEN
Q081_Unf (Unfolding)
Thinking about the Workers' Compensation your [husband/wife/partner/spouse] received in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q081_Unf_Results := explode('~', Q081_Unf)
End of if
End of if
End of if
End of if
End of if
IF J478 = 1 THEN
Fill code of question 'FLQ085' executed
Q085_ (R AMOUNT OF SS INCOME - LAST MONTH)
About the Social Security income that [you, yourself,/you/] receive, how much was that Social Security check, or the amount deposited directly into an account, last month?
Please report the amount after any deductions.
RANGE 1..3000
IF Q085_ = EMPTY THEN
Q086_Unf (Unfolding)
Thinking about the Social Security income you received last month:
Was it more, about, or less than...
Q086_Unf_Results := explode('~', Q086_Unf)
End of if
IF Z125 != 1 THEN
Q089_ (R YEAR STARTED TO RECEIVE SS BENEFITS)
In what year did you start to receive Social Security benefits?
RANGE 1900..^FLCurrentYear
IF Q089_ > FLCurrentYear - 3 THEN
Q090_ (R MONTH STARTED TO RECEIVE SS BENEFITS)
What month was that?
End of if
End of if
End of if
IF X065ACouplenss[1] in [1,2,3,4] THEN
Fill code of question 'FLQ084' executed
Q084_ (SP SOCIAL SECURITY INCOME)
[In an earlier survey you indicated that you are currently receiving Social Security income.
/In an earlier survey you indicated that you are not currently receiving Social Security income.
]
Is your [^FLHWP] currently receiving any Social Security income?
IF Q084_ = 1 THEN
Q091_ (SP AMOUNT OF SS INCOME - LAST MONTH)
The next questions are about your [^FLHWP's] Social Security income.
How much was that Social Security check, or the amount deposited directly into an account, last month?
Please report the amount after any deductions.
RANGE 1..3000
IF Q091_ = EMPTY THEN
Q092_Unf (Unfolding)
Thinking about the Social Security income your [husband/wife/partner/spouse] received last month:
Was it more, about, or less than...
Q092_Unf_Results := explode('~', Q092_Unf)
End of if
IF Z126 != 1 then
Q095_ (SP YEAR STARTED TO RECEIVE SS BENEFITS)
In what year did your [^FLHWP] start to receive Social Security benefits?
IF Q095_ > (FLCurrentYear - 3) THEN
Q096_ (SP MONTH STARTED TO RECEIVE SS BENEFITS)
What month was that?
End of if
End of if
End of if
End of if
Q105_ (R OR SP INCOME FROM SSI - LAST MONTH)
Did you[ or your ^FLHWP/] receive any income last month from Supplemental Security Income, also called SSI?
[DEF: By "SSI", we mean the program administered by the Social Security Administration which makes assistance payments to low income, blind, disabled, and aged persons. A person may be receiving income from either SSI or from Social Security or both.]
IF Q105_ = 1 THEN
IF X065ACouplenss[1] in [1,2,3,4] THEN
Q106_ (WHO RECEIVED INC FROM SSI LAST MONTH)
Which one of you received income from SSI?
Fill code of question 'FLQ107' executed
Q107_ (AMOUNT RECEIVED FROM SSI LAST MONTH)
How much [did you and your ^FLQ013/did your ^FLQ013/did you] receive from SSI last month?
RANGE 1..1500
IF Q107_ = EMPTY THEN
Q108_Unf (Unfolding)
Thinking about the SSI Income received last month:
Was it more, about, or less than...
Q108_Unf_Results := explode('~', Q108_Unf)
End of if
Fill code of question 'FLQ111' executed
IF Z127 != 1 then
Q111_ (YEAR STARTED TO RECEIVE SSI INCOME)
In what year did [you and your ^FLQ013/your ^FLQ013/you] start to receive SSI?
IF Q111_ > FLCurrentYear - 3 THEN
Q112_ (MONTH STARTED TO RECEIVE SSI INCOME)
What month was that?
End of if
End of if
End of if
Q113_ (R OR SP INCOME FR WELFARE NOT SSI - LCY)
Did you[ or your ^FLHWP/] receive any income from welfare in [LAST CALENDAR YEAR[]], not including SSI?
Please do not include food stamps, also known as SNAP benefits, or other non-cash welfare programs.
IF Q113_ = 1 THEN
IF X065ACouplenss[1] in [1,2,3,4] THEN
Q114_ (WHO RECEIVED INC FR WELFARE NOT SSI LCY)
Who received that welfare income?
Fill code of question 'FLQ115' executed
Q115_ (AMOUNT FROM WELFARE LCY)
How much did [you and your ^FLQ013/your ^FLQ013/you/] receive from welfare in [LAST CALENDAR YEAR[]]?
RANGE 1..50000
IF Q115_ = EMPTY THEN
Q116_Unf (Unfolding)
Thinking about the income from welfare received in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q116_Unf_Results := explode('~', Q116_Unf)
End of if
End of if
Q119_ (R OR SP INC FR VETERAN BEN MILITARY PENS)
Are you[ or your ^FLHWP/] currently receiving any income from veteran benefits or a military pension?
IF Q119_ = 1 THEN
IF X065ACouplenss[1] in [1,2,3,4] THEN
Q120_ (WHO RECEIVES VET BEN MILITARY PENSION)
Who receives these veteran benefits or a military pension?
IF Q120_ IN [1,3] THEN
Fill code of question 'FLQ121' executed
Q121_ (R AMT FR VETERAN BENEFITS - LAST MONTH)
How much did [you, yourself,/you] receive last month from these veteran benefits or a military pension before taxes and other deductions?
RANGE 100..5000
IF Q121_ = EMPTY THEN
IF Q122_Unf_Random = EMPTY THEN
End of if
Q122_Unf (Unfolding)
Thinking about your income from veteran benefits or a military pension last month:
Was it more, about, or less than...
Q122_Unf_Results := explode('~', Q122_Unf)
End of if
Q125_ (R YEAR STARTED VETERAN BENEFITS)
In what year did you start to receive these veteran benefits or a military pension?
IF Q125_ > FLCurrentYear - 3 THEN
Q126_ (R MONTH STARTED VETERAN BENEFITS)
What month was that?
End of if
End of if
IF Q120_ IN [2,3] THEN
Q127_ (SP AMT FR VETERAN BENEFITS - LAST MONTH)
How much did your [^FLHWP] receive last month from these veteran benefits or a military pension before taxes and other deductions?
RANGE 100..5000
IF Q127_ = EMPTY THEN
IF Q128_Unf_Random = EMPTY THEN
End of if
Q128_Unf (Unfolding)
Thinking of the income from veteran benefits or a military pension that your [husband/wife/partner/spouse] received last month:
Was it more, about, or less than...
Q128_Unf_Results := explode('~', Q128_Unf)
End of if
Q131_ (SP YEAR STARTED VETERAN BENEFITS)
In what year did [he/she/your spouse/your partner] start to receive these veteran benefits or a military pension?
IF Q131_ > FLCurrentYear - 3 THEN
Q132_ (SP MONTH STARTED VETERAN BENEFITS)
What month was that?
if Q131_ = FLCurrentYear and Q132_ > FLCurrentMonth then
date_warning
You entered a month and year that is after the current date.
Please go back to review and correct your previous responses.
End of if
End of if
End of if
End of if
Fill code of question 'FLQ133' executed
Q133_ (REAL ESTATE ASSET)
Savings and investments are an important part of family finances. The next questions ask about number of different kinds of savings or investments you may have.
Do you[ or your ^FLHWP/] have any real estate[, other than your main home or second home/, other than your main home/, other than your second home/], such as land, rental real estate, or money owed to you on a land contract or mortgage?
Please do not include business or farm real estate.
1 Yes
5 No
IF Q133_ = 1 THEN
q134_compare := str_replace(",", "", q134_compare)
Group of questions presented on the same screen
Q134_ (REAL ESTATE ASSET AMOUNT)
If you sold all that real estate and then paid off any debts on it, about how much would you get?
RANGE 5000..1500000
q134_diffwarning
According to our records, the amount you entered differs greatly from your last survey in [January/February/March/April/May/June/July/August/September/October/November/December], [[]]: $[PRELOADED REAL ESTATE ASSET AMOUNT[]]. Please review your answer. If it is correct, select Next to continue. Otherwise please make the correction before continuing.
q134_flag (FLAG COMPARE REAL ESTATE ASSET AMOUNT)
End of group of questions
IF Q134_ = EMPTY THEN
Q135_Unf (Unfolding)
Thinking about the value of your real estate, minus any debts:
Would it be more, about, or less than...
Q135_Unf_Results := explode('~', Q135_Unf)
End of if
Fill code of question 'FLQ138' executed
Q138_ (RENTAL INCOME FROM THIS PROPERTY)
Do you[ or your ^FLHWP/] currently receive any income or rent from those properties?
IF Q138_ = 1 THEN
Group of questions presented on the same screen
Q139_ (RENTAL INCOME RECEIVE HOW OFTEN)
How often do you receive that rental income?
1 Weekly
2 Twice per month
3 Monthly
4 Quarterly
5 Every 6 months
6 Yearly
7 Other, please specify:
Q140S (HOW OFTEN RECEIVES REAL ESTATE INCOME--OTHER SPECIFY)
STRING
End of group of questions
IF Q139_ IN [1,2,3,4,5] THEN
Fill code of question 'FLQ141' executed
Fill code of question 'FLQ141_2' executed
Q141_ (RENTAL INCOME AMOUNT LAST PERIOD)
Before any expenses or deductions, about how much rental income did you receive [last week/last month/last quarter/last time] from [that property/those properties]?
RANGE 0..99999996
IF Q141_ != EMPTY THEN
Q142_ (RENTAL INC SAME AMOUNT PER PERIOD)
Do you get about the same amount of rental income each [week/month/quarter/time]?
End of if
End of if
IF Q139_ = empty OR Q139_ IN [6,7] OR Q142_ != 1 THEN
Q143_ (RENTAL INCOME AMOUNT - LCY)
Before any expenses or deductions, about how much did you receive from this rental income in [LAST CALENDAR YEAR[]]?
Please do not include rental income from a business or farm you own.
RANGE 1000..200000
IF Q143_ = EMPTY THEN
Q144_Unf (Unfolding)
Thinking about your rental income in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q144_Unf_Results := explode('~', Q144_Unf)
End of if
End of if
End of if
End of if
Q147_ (BUSINESS OR FARM ASSETS)
Do you[ or your ^FLHWP/] own part or all of a business or farm?
IF Q147_ = 1 THEN
q148_compare := str_replace(",", "", q148_compare)
Group of questions presented on the same screen
Q148_ (BUSINESS OR FARM EQUITY AMOUNT)
If you sold all of these business or farm assets and then paid off any debts on them, about how much would you get?
RANGE 5000..4000000
q148_diffwarning
According to our records, the amount you entered differs greatly from your last survey in [January/February/March/April/May/June/July/August/September/October/November/December], [[]]: $[PRELOADED BUSINESS OR FARM EQUITY AMOUNT[]]. Please review your answer. If it is correct, select Next to continue. Otherwise please make the correction before continuing.
q148_flag (FLAG COMPARE AMOUNT)
End of group of questions
IF Q148_ = EMPTY THEN
Q149_Unf (Unfolding)
Thinking about how much you would get if you sold it and paid off any debts:
Would it be more, about, or less than...
Q149_Unf_Results := explode('~', Q149_Unf)
End of if
Q152_ (BUSINESS OR FARM INCOME)
Do you[ or your ^FLHWP/] currently receive any income from those farms or businesses?
IF Q152_ = 1 THEN
Group of questions presented on the same screen
Q153_ (BUSINESS OR FARM INC RECEIVE HOW OFTEN)
How often do you receive that business or farm income?
1 Weekly
2 Twice per month
3 Monthly
4 Quarterly
5 Every 6 months
6 Yearly
7 Other, please specify:
Q154S (INCOME FROM FARM OR BUSINESS FREQUENCY--OTHER)
STRING
End of group of questions
IF Q153_ IN [1,2,3,4,5] THEN
Fill code of question 'FLQ155' executed
Fill code of question 'FLQ155_2' executed
Q155_ (BUSINESS OR FARM INC AMT LAST PERIOD)
About how much income did you receive [last week/last month/last quarter/last time] from that business or farm, before taxes and other deductions?
RANGE 0..99999996
IF Q155_ = response THEN
Q156_ (BUSINESS OR FARM INC SAME AMT PER PERIOD)
Do you get about the same amount of business or farm income each [week/month/quarter/time]?
End of if
End of if
IF Q153_ = empty OR Q153_ IN [6,7] OR Q156_ != 1 THEN
Q157_ (BUSINESS OR FARM INCOME AMOUNT - LCY)
About how much income did you[ and your ^FLHWP] receive from any farms or businesses in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 2500..400000
IF Q157_ = EMPTY THEN
Q158_Unf (Unfolding)
Thinking about your income from any farms or businesses in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q158_Unf_Results := explode('~', Q158_Unf)
End of if
End of if
End of if
End of if
Q162_ (IRA OR KEOGH)
Do you[ or your ^FLHWP/] currently have any money or assets that are held in an Individual Retirement Account, that is, in an IRA or KEOGH account?
SEP-IRAs that were created from self-employment should be included here.
IF Q162_ = 1 THEN
Q163_ (NUMBER OF IRA OR KEOGH ACCOUNTS)
How many IRA or KEOGH accounts do you[ and your ^FLHWP] have?
1 One
2 Two
3 Three
4 More than 3
IF Q163_ = 1 OR Q163_ = EMPTY THEN
Loop from 1 to IRATOT
IF X065ACouplenss[1] in [1,2,3,4] THEN
Fill code of question 'FLQ165Q1' executed
Fill code of question 'FLQ165Q2' executed
Fill code of question 'FLQ165A' executed
Q165_ (WHO HAS IRA ACCOUNTS)
Thinking about [the largest IRA or KEOGH account,/the other IRA or KEOGH account,/the next largest IRA or KEOGH account,/the third IRA or KEOGH account,/all the other IRA or KEOGH accounts,/all the IRA or KEOGH accounts,/the IRA or KEOGH account,] [are these yours or your ^FLQ014A?/is that yours or your ^FLQ014A?]
1 My account
2 [My ^FLHWP's account/My ^FLHWP's account/My ^FLHWP's and my accounts]
3 [My ^FLHWP's account/My ^FLHWP's account/My ^FLHWP's and my accounts]
Fill code of question 'FLQ166Q1' executed
Fill code of question 'FLQ166Q2' executed
Q166_ (AMOUNT IN IRA ACCOUNT)
[Thinking about the largest IRA or KEOGH account, /Thinking about the other IRA or KEOGH account, /Thinking about the next largest IRA or KEOGH account, /Thinking about the third IRA or KEOGH account, /Thinking about all the other IRA or KEOGH accounts, /Thinking about all the IRA or KEOGH account, /Thinking about the IRA or KEOGH account, /][about how much in total is in these other IRA or KEOGH accounts/about how much in total is in these IRA or KEOGH accounts/about how much is in this account/About how much in total is in these other IRA or KEOGH accounts/About how much in total is in these IRA or KEOGH accounts/About how much is in this account] at the present time?
RANGE 5000..250000
IF Q166_[IRAcnt] = EMPTY THEN
IF X043 = 1 THEN
Q167_Unf_Random[IRAcnt] := 3
ELSEIF X043 = 2 THEN
Q167_Unf_Random[IRAcnt] := 5
Else
Q167_Unf_Random[IRAcnt] := 6
End of if
Q167_Unf (Unfolding)
Thinking about that IRA or KEOGH account:
Is it more, about, or less than...
Q167_Unf_Results[IRAcnt] := explode('~', Q167_Unf[IRAcnt])
Else
Q166_total := Q166_total + str_replace(",", "", Q166_[IRAcnt])
End of if
Fill code of question 'FLQ537' executed
Q537_ (Rollover from a job-related pension plan)
Did any of the money in [any of these IRA or KEOGH accounts/this IRA or KEOGH account] come from a rollover from a job-related pension plan?
IF Q537_[IRAcnt] = 1 THEN
IF IRAcnt IN [1,2] AND Q163_ != EMPTY THEN
Q538_ (All Rollover from a job-related pension plan)
Did all of the money in this IRA or KEOGH account come from a rollover from a job-related pension plan?
End of if
End of if
Fill code of question 'FLQ513' executed
Q513_ (IF IRA/KEO INVESTED STOCKS/MUT FUNDS)
[Is any of that IRA or KEOGH/Are any of those IRAs or KEOGHs] invested in stocks or mutual funds?
IF Q513_[IRAcnt] = 1 THEN
Q514_ (IRA - PERCENT IN STOCK OR MUTUAL FUND)
About what percent is invested in stocks or mutual funds?
Please enter whole numbers only, 1-100.
RANGE 1..100
IF Q514_[IRAcnt] = EMPTY THEN
Q515_ (IRA - PCT IN STOCK OR MUT FUND GT-LT 50)
Is it less than 50 percent, more than 50 percent, or what?
1 Less than 50 percent
3 About 50 percent
5 More than 50 percent
End of if
End of if
Fill code of question 'FLQ170' executed
Q170_ (WITHDRAWN ANY MONEY FROM IRA)
Have you[ or your ^FLHWP/] withdrawn any money or received any payments from [these accounts/this account] [in the last two years/since ^z092, ^z093]?
IF Q170_[IRAcnt] = 1 THEN
Group of questions presented on the same screen
Q171_ (AMOUNT WITHDRAWN FROM IRA ACCOUNT)
Altogether, about how much money did you[ or your ^FLHWP/] withdraw from [these accounts/this account] [in the last two years/since ^z092, ^z093], before taxes and other deductions?
RANGE 0..99999996
Q175_ (AMOUNT WITHDRAWN IRA ACCOUNTS - PER)
Per:
1 In total
3 Month
4 Quarter
5 6 month
6 Year
7 Other, please specify:
Q176S (AMT WITHDR FR IRA ACCOUNT - SPECIFY)
You selected an interval of 'Other'. Please specify.
STRING
End of group of questions
IF Q171_[IRAcnt] = EMPTY THEN
IF X501 = 1 THEN
Q172_Unf_Random[IRAcnt] := 5
Else
Q172_Unf_Random[IRAcnt] := 6
End of if
Fill code of question 'FLQ172A' executed
Fill code of question 'FLQ172B' executed
Q172_Unf (Unfolding)
Thinking about the money you[ or your ^FLHWP/] withdrew from [this IRA or KEOGH account/these IRA or KEOGH accounts] [since ^Z092, ^Z093/in the last two years]:
Was it more, about, or less than...
Q172_Unf_Results[IRAcnt] := explode('~', Q172_Unf[IRAcnt])
End of if
Q177_ (IRA MONEY MINIMUM WITHDRAWAL)
Did you[ or your ^FLHWP/] take out only the ‘minimum withdrawal option’, that is, the amount required to avoid a tax penalty?
End of if
End of loop
End of if
Q182_ (CASH OR CONVERT OTHER IRA-KEOGH)
Did you[ or your ^FLHWP/] cash in or convert any IRA or KEOGH accounts to annuities at any time [in the last two years/since ^z092, ^z093]?
IF Q182_ = 1 THEN
IF X065ACouplenss[1] in [1,2,3,4] THEN
Q183_ (WHOSE IRA WAS CASHED OR CONVERTED)
Was that your IRA or KEOGH or your [husband/wife/partner/spouse]'s?
Group of questions presented on the same screen
Q184M (IRA-KEOGH CASHED OR CONVERTED)
Did you[ or your ^FLHWP/] cash in these IRA or KEOGH accounts, convert them to annuities, or what? Please choose all that apply.
1 Cashed in account
2 Converted to annuity
7 Other, please specify:
Q185S (IRA-KEOGH CASHED OR CONVERTED-SPECIFY)
STRING
End of group of questions
IF 2 IN Q184M THEN
Q186_ (AMOUNT CONVERTED TO ANNUITIES)
About how much money in IRA or KEOGH accounts was converted to annuities?
RANGE 0..99999996
IF Q186_ = EMPTY THEN
Q187_Unf (Unfolding)
Thinking about the money converted to annuities:
Was it more, about, or less than...
Q187_Unf_Results := explode('~', Q187_Unf)
End of if
Group of questions presented on the same screen
Q190_ (INC FROM OTHER IRA ANNUITY AMOUNT)
About how much do you[ or your ^FLHWP/] receive from these annuities converted from IRA or KEOGH accounts, before taxes and other deductions?
Please enter zero if you are not yet receiving income from these annuities.
RANGE 0..99999996
Q194_ (INC FROM OTHER IRA ANNUITY PER)
Per:
3 Month
4 Quarter
5 6 Month
6 Year
7 Other, please specify:
Q195S (OTHER IRA RECEIVE AMT PER - SPECIFY)
You chose an interval of 'Other". Please specify.
STRING
End of group of questions
IF Q190_ = EMPTY THEN
Q191_Unf (Unfolding)
Thinking about the money received from this annuity:
Per month, is it more, about, or less than...
Q191_Unf_Results := explode('~', Q191_Unf)
End of if
IF Q190_ = empty or Q190_ > 0 THEN
Q196_ (INC TAX ON OTHER IRA PAYMENT)
Are federal income taxes withheld on these payments from annuities converted from IRA or KEOGH accounts?
Q197_ (YEAR STARTED ANNUITY INC FR OTHER IRA)
In what year did you[ or your ^FLHWP/] start to receive these annuities from IRA or KEOGH accounts?
IF Q197_ > FLCurrentYear - 3 THEN
Q198_ (MONTH STARTED ANNUITY INC FR OTHER IRA)
What month was that?
End of if
Fill code of question 'FLQ202A' executed
Group of questions presented on the same screen
Q202_ (HOW LONG WILL RECV ANNUITY)
For how long will these annuity payments continue?
Please select one of the following:
2 For a fixed period:
3 [As long as my spouse or I live/As long as my spouse lives]
4 As long as I live
5 [As long as my spouse or I live/As long as my spouse lives]
6 Until the money runs out
7 Other, please specify:
Q201_ (NUMBER YRS RECV ANNUITY FROM OTHER IRA)
RANGE 0..96
Q203S (HOW LONG RECV ANNUITY - SPECIFY)
STRING
End of group of questions
End of if
End of if
IF 1 IN Q184M THEN
Q204_ (AMT WITHDRAWN FROM OTHER IRA)
About how much money was withdrawn or cashed in from these IRA or KEOGH accounts?
RANGE 0..99999996
IF Q204_ = EMPTY THEN
IF Q205_Unf_Random = EMPTY THEN
End of if
Q205_Unf (Unfolding)
Thinking about the money from any IRA or KEOGH accounts you cashed in:
Was it more, about, or less than...
Q205_Unf_Results := explode('~', Q205_Unf)
End of if
End of if
End of if
Q215_ (R OR SP INCOME FROM ANY OTHER RETIREMENT PENSIONS)
Are you[ or your ^FLHWP/] currently receiving any other income from retirement pensions?
Please do not include any lump-sum pension payments or military pension reported earlier.
IF Q215_ = 1 THEN
IF X065ACouplenss[1] in [1,2,3,4] THEN
Q216_ (WHO REC PENSION RETIREMENT INC)
Who receives that income from retirement pensions?
IF Q216_ IN [1,3] THEN
Fill code of question 'FLQ217' executed
Fill code of question 'FLQ217A' executed
Q217_ (R INCOME FR MORE THAN ONE PENSION)
[First we will ask about your retirement pensions, then about your ^FLHWP's.
]
Do you[, yourself,/] receive income from more than one retirement pension?
IF Q217_ = 1 THEN
Q218_ (NUMBER OF PENSIONS R RECEIVED)
How many retirement pensions do you receive? Please enter zero if none.
RANGE 0..50
IF Q218_ > 0 THEN
Loop from 1 to PENTOT
Fill code of question 'FLQ220' executed
Else
if Q220_[1] = response then
Q220_maximum := str_replace(",","",Q220_[1])
End of if
Q220_ (R AMOUNT RECV FR PENSION LAST MONTH)
[Please think about the largest pension that you currently receive.
How much did you receive last month from that/How much did you receive last month from the second/How much did you receive last month from the second largest/How much did you receive last month from that] pension, before taxes and other deductions?
RANGE 250..^Q220_maximum
IF Q220_[PENcnt] = EMPTY THEN
IF X504 = 1 THEN
Q221_Unf_Random[PENcnt] := 5
Else
Q221_Unf_Random[PENcnt] := 6
End of if
Q221_Unf (Unfolding)
Thinking about the income from that pension last month:
Was it more, about, or less than...
Q221_Unf_Results[PENcnt] := explode('~', Q221_Unf[PENcnt])
End of if
Q224_ (R TAX WITHHELD ON PENSION)
Were any federal income taxes withheld on that income from your retirement pension?
Q225_ (R PENS CHOOSE DIFF AMT NEXT MONTH)
If you wanted to, could you choose to receive a larger or smaller amount from that pension next month?
Q226_ (R COULD WITHDRAW SOME- ALL THIS MONTH)
Could you withdraw some or all of the money from that pension plan this month?
IF Q226_[PENcnt] = 1 THEN
Q227_ (R AMOUNT IN PENSION ACCT)
About how much is in this pension account?
RANGE 0..99999996
IF Q227_[PENcnt] = EMPTY THEN
IF X515 = 1 THEN
Q228_Unf_Random[PENcnt] := 11
ELSEIF X515 = 2 THEN
Q228_Unf_Random[PENcnt] := 10
Else
Q228_Unf_Random[PENcnt] := 12
End of if
Q228_Unf (Unfolding)
Thinking about the money in this pension account:
Is it more, about, or less than...
Q228_Unf_Results[PENcnt] := explode('~', Q228_Unf[PENcnt])
End of if
End of if
Q231_ (R YEAR PENSION STARTED)
In what year did you first begin to receive that pension?
IF Q231_[PENcnt] > FLCurrentYear - 3 THEN
Q232_ (R MONTH PENSION STARTED)
What month was that?
End of if
Q233_ (R PENSION PMT- IF COLA ADJUSTMENT)
Is the pension payment automatically adjusted for changes in the cost of living?
Q234_ (R PENSION PAYMENT CONTINUE FOR LIFE)
Will this payment from your retirement pension continue for as long as you live?
IF Q234_[PENcnt] = 5 THEN
Q235_ (R HOW LONG PENSION PMT CONTINUE)
For how many years will it continue?
End of if
Fill code of question 'FLQ236' executed
Group of questions presented on the same screen
Q236_ (R PENSION CHANGE AT DEATH)
If you were to die[ before then,/,] would the payment from your retirement pension stop, continue unchanged, or continue at a reduced level?
1 Stop
2 Continue unchanged
3 Continue at reduced level
7 Other, please specify:
Q237S (R PENSION STOP W/ DEATH - SPECIFY)
STRING
End of group of questions
End of loop
IF Q218_ > 2 THEN
Q238_ (AMOUNT RECEIVED OTHER PENSIONS LAST MO)
About the other retirement pensions that you receive, please indicate about how much in total you received last month, before taxes and other deductions?
RANGE 250..10000
IF Q238_ = EMPTY THEN
IF Q239_Unf_Random = EMPTY THEN
End of if
Q239_Unf (Unfolding)
Thinking about the income from your other retirement pensions last month:
Was it more, about, or less than...
Q239_Unf_Results := explode('~', Q239_Unf)
End of if
Q242_ (TAXES W/HELD OTR PENSIONS)
Were any federal income taxes withheld on these other retirement pensions that you receive?
End of if
End of if
End of if
IF Q216_ IN [2,3] THEN
Fill code of question 'FLQ243' executed
Q243_ (SP INCOME FROM MORE THAN ONE PENSION)
[Now we want to ask you about the retirement pensions received by your ^FLHWP.
/]
Does [he/she/your spouse/your partner] currently receive more than one such pension?
IF Q243_ = 1 THEN
Q244_ (SP NUMBER OF PENSIONS)
How many such pensions does your [husband/wife/partner/spouse] receive?
RANGE 0..20
IF Q244_ > 0 THEN
Loop from 1 to PENTOTSP
Fill code of question 'FLQ246' executed
Else
if Q246_[1] = response then
Q246_maximum := str_replace(",","",Q246_[1])
End of if
Q246_ (SP AMOUNT RECV FR PENSION - LAST MONTH)
[Please think about the largest pension that your ^FLHWP currently receives.
How much did ^FLQ131 receive last month from the largest/How much did ^FLQ131 receive last month from the other/How much did ^FLQ131 receive last month from the next largest/How much did ^FLQ131 receive last month from that] pension, before taxes and other deductions?
RANGE 250..^Q246_maximum
IF Q246_[PENcnt] = EMPTY THEN
IF X505 = 1 THEN
Q247_Unf_Random[PENcnt] := 5
Else
Q247_Unf_Random[PENcnt] := 6
End of if
Q247_Unf (Unfolding)
Thinking about [his/her/your spouse's/your partner's] income from that pension last month:
Was it more, about, or less than...
Q247_Unf_Results[PENcnt] := explode('~', Q247_Unf[PENcnt])
End of if
Q250_ (SP TAX WITHHELD ON PENSION)
Were any federal income taxes withheld on that income from your [husband/wife/partner/spouse]'s retirement pension?
Q251_ (SP PENS CHOOSE DIFF AMT NEXT MONTH)
If [he/she/your spouse/your partner] wanted to, could [he/she/your spouse/your partner] choose to receive a larger or smaller amount from that pension next month?
Q252_ (SP COULD WITHDRAW SOME- ALL THIS MONTH)
Could [he/she/your spouse/your partner] withdraw some or all of the money from that pension plan this month?
IF Q252_[PENcnt] = 1 THEN
Q253_ (SP AMOUNT IN PENSION ACCT)
About how much money is in this pension account?
RANGE 0..99999996
IF Q253_[PENcnt] = EMPTY THEN
IF X516 = 1 THEN
Q254_Unf_Random[PENcnt] := 11
ELSEIF X516 = 2 THEN
Q254_Unf_Random[PENcnt] := 10
Else
Q254_Unf_Random[PENcnt] := 12
End of if
Q254_Unf (Unfolding)
Thinking about the money in that pension account:
Is it more, about, or less than...
Q254_Unf_Results[PENcnt] := explode('~', Q254_Unf[PENcnt])
End of if
End of if
Q257_ (SP YEAR PENSION STARTED)
In what year did [he/she/your spouse/your partner] first begin to receive that pension?
IF Q257_[PENcnt] > FLCurrentYear - 3 THEN
Q258_ (SP MONTH PENSION STARTED)
What month was that?
End of if
Q259_ (SP IF COLA ADJUSTMENT - PENSION)
Is the pension payment automatically adjusted for changes in the cost of living?
Q260_ (SP PENSION PAYMENT CONTINUE FOR LIFE)
Will this payment from your [husband/wife/partner/spouse]'s retirement pension continue for as long as [he/she/your spouse/your partner] lives?
IF Q260_[PENcnt] = 5 THEN
Q261_ (SP HOW LONG PENSION PMT CONTINUE)
For how many years will it continue?
End of if
Fill code of question 'FLQ262' executed
Group of questions presented on the same screen
Q262_ (SP PENSION CHANGE AT DEATH)
[If ^FLQ131 were to die before then,/If ^FLQ131 were to die,] would the payment from your [husband/wife/partner/spouse]'s retirement pension stop, continue unchanged, or continue at a reduced level?
1 Stop
2 Continue unchanged
3 Continue at reduced level
7 Other, please specify:
Q263S (SP PENSION STOP W/ DEATH - SPECIFY)
STRING
End of group of questions
End of loop
End of if
IF Q216_ IN [2,3] AND Q244_ > 2 THEN
Q264_ (SP ALL OTH PENS AMOUNT REC - LAST MONTH)
About the other retirement pensions [he/she/your spouse/your partner] receives, about how much in total did [he/she/your spouse/your partner] receive last month, before taxes and other deductions?
RANGE 0..99999996
IF Q264_ = EMPTY THEN
IF Q265_Unf_Random = EMPTY THEN
End of if
Q265_Unf (Unfolding)
Thinking about [his/her/your spouse's/your partner's] income from any other retirement pensions last month:
Was it more, about, or less than...
Q265_Unf_Results := explode('~', Q265_Unf)
End of if
Q268_ (SP OTH PENS AMT TAXES W/HELD)
Were any federal income taxes withheld on these?
End of if
End of if
IF Q216_ = EMPTY THEN
Q269_ (AMOUNT R-SP PENSION RECD LAST MONTH)
Overall, about how much did you[ and your ^FLHWP] receive last month from retirement pensions, not including Social Security?
RANGE 0..99999996
IF Q269_ = EMPTY THEN
Q270_Unf (Unfolding)
Thinking about the total income you[ and your ^FLHWP] received from retirement pensions last month:
Was it more, about, or less than...
Q270_Unf_Results := explode('~', Q270_Unf)
End of if
End of if
End of if
Q273_ (R OR SP INCOME FROM ANNUITIES)
Are you[ or your ^FLHWP/] currently receiving any income from annuities?
IF Q273_ = 1 THEN
IF X065ACouplenss[1] in [1,2,3,4] THEN
Q274_ (WHO RECEIVED INC FROM ANNUITIES)
Who receives that income from annuities?
IF Q274_ IN [1,3] THEN
Fill code of question 'FLQ275' executed
Q275_ (R INCOME FROM MORE THAN ONE ANNUITY)
[First we will ask about your annuity payments, then about your ^FLQ014A.
Do you, yourself, receive income from more than one annuity?/Do you receive income from more than one annuity?]
IF Q275_ = 1 THEN
Q276_ (R NUMBER OF ANNUITIES INCOME)
How many annuities do you receive?
RANGE 1..50
Loop from 1 to ANNTOT
Fill code of question 'FLQ278' executed
Else
if Q278_[1] = response then
Q278_maximum := str_replace(",","",Q278_[1])
End of if
Q278_ (R AMOUNT FROM ANNUITY - LAST MONTH)
[Please think about the largest annuity payment that you currently receive.
How much did you receive last month from that annuity,/How much did you receive last month from the second annuity payment,/How much did you receive last month from the second largest annuity payment,/How much did you receive last month from that annuity,] before taxes and other deductions?
Please enter zero if annuity payments have not started yet or you did not receive a payment last month.
RANGE 250..^Q278_maximum
IF Q278_[ANNcnt] = EMPTY THEN
IF X506 = 1 THEN
Q279_Unf_Random[ANNcnt] := 5
Else
Q279_Unf_Random[ANNcnt] := 6
End of if
Q279_Unf (Unfolding)
Thinking about the income from that annuity last month:
Was it more, about, or less than...
Q279_Unf_Results[ANNcnt] := explode('~', Q279_Unf[ANNcnt])
ELSEIF Q278_[ANNcnt] = 0 THEN
Q524_ (R INCOME FROM ANNUITY - LAST YEAR)
Did you get any income from this annuity last year?
IF Q524_[ANNcnt] = 1 THEN
Q525_ (R AMOUNT FROM ANNUITY - LAST YEAR)
How much in total did you receive from this annuity last year, before taxes and other deductions?
RANGE 0..99999996
End of if
End of if
IF Q278_[ANNcnt] > 0 OR Q278_[ANNcnt] = EMPTY OR (Q278_[ANNcnt] = 0 and Q524_[ANNcnt] = 1) THEN
Q282_ (R TAXES WITHHELD FROM ANNUITY PMT)
Were any federal income taxes withheld on that annuity?
Q283_ (R YEAR ANNUITY PMT STARTED)
In what year did you start to receive that annuity payment?
IF Q283_[ANNcnt] > FLCurrentYear - 3 THEN
Q284_ (R MONTH ANNUITY PMT STARTED)
What month was that?
End of if
Q285_ (R ANNUITY PMT- IF COLA ADJUSTMENT)
Is the annuity payment automatically adjusted for changes in the cost of living?
Q286_ (R ANNUITY PMT CONTINUE FOR LIFE)
Will this payment from your annuity continue for as long as you live?
IF Q286_[ANNcnt] = 5 THEN
Q287_ (R HOW LONG ANNUITY PMT CONTINUE)
For how many years will it continue?
RANGE 0..100
End of if
Fill code of question 'FLQ288' executed
Group of questions presented on the same screen
Q288_ (R ANNUITY PMT CHANGE AT DEATH)
If you were to die[ before then,/,] would the payment from your annuity stop, continue unchanged, or continue at a reduced level?
1 Stop
2 Continue unchanged
3 Continue at a reduced level
7 Other, please specify:
Q289S (R ANNUITY PMT CHANGE AT DEATH-SPECIFY)
STRING
End of group of questions
End of if
End of loop
IF Q276_ > 2 THEN
Q290_ (R OTHER ANNUITIES - AMOUNT RECD LAST MO)
About the other annuity payments that you receive, about how much in total did you receive last month, before taxes and other deductions?
Please enter zero if annuity payments have not started yet or you did not receive a payment last month.
RANGE 250..20000
IF Q290_ = EMPTY THEN
IF Q291_Unf_Random = EMPTY THEN
End of if
Q291_Unf (Unfolding)
Thinking about the income from those other annuity payments last month:
Was it more, about, or less than...
Q291_Unf_Results := explode('~', Q291_Unf)
ELSEIF Q290_ = 0 THEN
Q526_ (R INCOME FROM OTHER ANNUITY - LAST YEAR)
Did you get any income from these annuities last year?
IF Q526_ = 1 THEN
Q527_ (R AMOUNT FROM OTHER ANNUITY - LAST YEAR)
How much in total did you receive from these annuities last year before taxes and other deductions?
RANGE 0..99999996
End of if
End of if
IF Q290_ > 0 OR Q290_ = EMPTY OR (Q290_ = 0 and Q526_ = 1) THEN
Q294_ (R TAX W/HELD OTR ANNUITIES)
Were any federal income taxes withheld on these annuities?
End of if
End of if
End of if
IF Q274_ IN [2,3] THEN
Q295_ (MORE THAN ONE ANNUITY SP)
Now we want to ask you about the annuity payments received by your [husband/wife/partner/spouse].
Does [he/she/your spouse/your partner] currently receive more than one such annuity payment?
IF Q295_ = 1 THEN
Q296_ (NUMBER OF ANNUITIES SP)
How many such annuity payments does your [^FLHWP] receive?
RANGE 0..20
IF Q296_ > 0 THEN
Loop from 1 to ANNTOTSP
Fill code of question 'FLQ298' executed
Else
if Q298_[1] = response then
Q298_maximum := str_replace(",","",Q298_[1])
End of if
Q298_ (SSP AMOUNT FROM ANNUITY - LAST MONTH)
[Please think about the largest annuity payment that your ^FLHWP receives.
How much did ^FLQ131 receive last month from that annuity,/How much did ^FLQ131 receive last month from the second annuity payment,/How much did ^FLQ131 receive last month from the second largest annuity payment,/How much did ^FLQ131 receive last month from that annuity payment,] before taxes and other deductions?
Please enter zero if annuity payments have not started yet or you did not receive a payment last month.
RANGE 250..^Q298_maximum
IF Q298_[ANNcnt] = EMPTY THEN
IF X507 = 1 THEN
Q299_Unf_Random[ANNcnt] := 5
Else
Q299_Unf_Random[ANNcnt] := 6
End of if
Q299_Unf (Unfolding)
Thinking about the income received from that annuity payment last month:
Was it more, about, or less than...
Q299_Unf_Results[ANNcnt] := explode('~', Q299_Unf[ANNcnt])
ELSEIF Q298_[ANNcnt] = 0 THEN
Q528_ (SP INCOME FROM ANNUITY - LAST YEAR)
Did [he/she/your spouse/your partner] get any income from this annuity last year?
IF Q528_[ANNcnt] = 1 THEN
Q529_ (SP AMOUNT FROM ANNUITY - LAST YEAR)
How much in total did [he/she/your spouse/your partner] receive from this annuity last year before taxes and other deductions?
RANGE 0..99999996
End of if
End of if
IF Q298_[ANNcnt] > 0 OR Q298_[ANNcnt] = EMPTY OR (Q298_[ANNcnt] = 0 and Q528_[ANNcnt] = 1) THEN
Q302_ (SP TAXES WITHHELD FROM ANNUITY PMT)
Were any federal income taxes withheld on that annuity?
Q303_ (SP YEAR ANNUITY PMT STARTED)
In what year did [he/she/your spouse/your partner] start to receive that annuity payment?
IF Q303_[ANNcnt] > FLCurrentYear - 3 THEN
Q304_ (SP MONTH ANNUITY PMT STARTED)
What month was that?
End of if
Q305_ (SP ANNUITY PMT COLA ADJUSTMENT)
Is the annuity payment to your [^FLHWP] automatically adjusted for changes in the cost of living?
Q306_ (SP ANNUITY PMT CONTINUE FOR LIFE)
Will this payment continue for as long as [he/she/your spouse/your partner] lives?
IF Q306_[ANNcnt] = 5 THEN
Q307_ (SP HOW LONG ANNUITY PMT CONTINUE)
For how many years will it continue?
End of if
Fill code of question 'FLQ308' executed
Group of questions presented on the same screen
Q308_ (SP ANNUITY PMT CHANGE AT DEATH)
If [he/she/your spouse/your partner] were to die[ before then,/,] would the payment from your [^FLHWP]'s annuity stop, continue unchanged, or continue at a reduced level?
1 Stop
2 Continue unchanged
3 Continue at a reduced level
7 Other, please specify:
Q309S (SP ANNUITY PMT CHANGE AT DEATH-SPECIFY)
STRING
End of group of questions
End of if
End of loop
End of if
IF Q296_ > 2 THEN
Q310_ (SP OTHER ANNUITIES - AMOUNT RECD LAST MO)
About the other annuity payments that [he/she/your spouse/your partner] receives, about how much in total did [he/she/your spouse/your partner] receive last month, before taxes and other deductions?
Please enter zero if annuity payments have not started yet or [he/she/your spouse/your partner] did not receive a payment last month.
RANGE 250..20000
IF Q310_ = EMPTY THEN
IF Q498_Unf_Random = EMPTY THEN
End of if
Q498_Unf (Unfolding)
Thinking about the income received from those other annuity payments last month:
Was it more, about, or less than...
Q498_Unf_Results := explode('~', Q498_Unf)
ELSEIF Q310_ = 0 THEN
Q530_ (SP INCOME FROM OTHER ANNUITY - LAST YEAR)
Did [he/she/your spouse/your partner] get any income from these annuities last year?
IF Q530_ = 1 THEN
Q531_ (SP AMOUNT FROM OTHER ANNUITY - LAST YR)
How much in total did [he/she/your spouse/your partner] receive from these annuities last year before taxes and other deductions?
RANGE 0..99999996
End of if
End of if
IF Q310_ > 0 OR Q310_ = EMPTY OR (Q310_ = 0 and Q530_ = 1) THEN
Q311_ (SP TAXES WITHHELD FROM OTHER ANNUITY)
Were any federal income taxes withheld on these annuities to your [^FLHWP]?
End of if
End of if
End of if
IF Q274_ = EMPTY THEN
Q312_ (R-SP TOTAL MONTHLY ANNUITY INCOME)
Overall, about how much income did you[ and your ^FLHWP] receive last month from annuity payments, not including Social Security?
RANGE 0..99999996
End of if
End of if
Fill code of question 'FLQ316' executed
Q316_ (STOCK AND STOCK MUTUAL FUNDS)
[The next questions are about your assets, including those held by you and your ^FLHWP jointly, by you only, or by your ^FLHWP only.
/]
Do you[ or your ^FLHWP/] have any shares of stock or stock mutual funds? Please exclude any shares of stock or stock mutual funds that you have in employer pension plans or retirement accounts.
IF Q316_ = 1 THEN
q317_compare := str_replace(",", "", q317_compare)
Group of questions presented on the same screen
Q317_ (STOCKS TOTAL VALUE)
If you[ or your ^FLHWP/] sold all those stocks and stock mutual funds and paid off anything you owed on them, about how much would you have?
RANGE 1000..2000000
q317_diffwarning
According to our records, the amount you entered differs greatly from your last survey in [January/February/March/April/May/June/July/August/September/October/November/December], [[]]: $[PRELOADED STOCKS TOTAL VALUE[]]. Please review your answer. If it is correct, select Next to continue. Otherwise please make the correction before continuing.
q317_flag (FLAG COMPARE AMOUNT)
End of group of questions
IF Q317_ = EMPTY THEN
Q318_Unf (Unfolding)
Thinking about the value of those stocks or stock mutual funds:
Would it be more, about, or less than...
Q318_Unf_Results := explode('~', Q318_Unf)
End of if
Q321_ (STOCK INCOME)
Do these stocks or mutual funds pay any dividends or interest?
IF Q321_ = 1 THEN
Group of questions presented on the same screen
Q322_ (STOCK INCOME HOW OFTEN)
How often are these dividends and interest (from stocks and stock mutual funds) paid?
If you have multiple stocks or mutual funds or more than one payment frequency, please choose 'Other' and specify.
1 It accumulates or is reinvested
3 Monthly
4 Quarterly
5 Every 6 months
6 Yearly
7 Other, please specify:
Q323S (R/H/W/P ST/MUT FUND INC HOW OFT-SPECIFY)
STRING
End of group of questions
IF Q322_ IN [3,4,5] THEN
Q324_ (STOCK INCOME AMOUNT LAST PERIOD)
About how much did you[ or your ^FLHWP/] receive in your last dividends or interest payment from these stocks and stock mutual funds, before taxes and other deductions?
RANGE 0..99999996
IF Q324_ != EMPTY THEN
Q325_ (STOCK INCOME AMOUNT SAME PER PERIOD)
Do you[ or your ^FLHWP/] get about the same amount of dividends and interest (from stocks and stock mutual funds) each payment?
End of if
End of if
IF Q322_ in [1,6,7] OR Q322_ = empty OR (Q322_ IN [3,4,5] and Q324_ = EMPTY) OR (Q322_ IN [3,4,5] and Q324_ != EMPTY and Q325_ != 1) THEN
Q326_ (STOCK INCOME AMOUNT - LCY)
About how much dividends and interest did you[ or your ^FLHWP/] receive from these stocks or stock mutual funds in [LAST CALENDAR YEAR[]], before taxes and other deductions? Please do not include any stocks or mutual funds in a pension plan.
RANGE 250..1000000
IF Q326_ = EMPTY THEN
Q327_Unf (Unfolding)
Thinking about what was received from stocks or stock mutual funds in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q327_Unf_Results := explode('~', Q327_Unf)
End of if
End of if
End of if
End of if
Q330_ (BOND ASSETS)
Do you[ or your ^FLHWP/] have any corporate, municipal, government or foreign bonds, or bond funds? Do not count government savings bonds or Treasury bills.
Please exclude any corporate, municipal, government or foreign bonds, or bond funds that you have in employer pension plans or retirement accounts.
IF Q330_ = 1 THEN
q331_compare := str_replace(",", "", q331_compare)
Group of questions presented on the same screen
Q331_ (BOND ASSETS TOTAL VALUE)
If you[ or your ^FLHWP/] sold all those bonds or bond funds, and paid off anything you owed on them, about how much would you have?
RANGE 1000..1500000
q331_diffwarning
According to our records, the amount you entered differs greatly from your last survey in [January/February/March/April/May/June/July/August/September/October/November/December], [[]]: $[PRELOADED BOND ASSETS TOTAL VALUE[]]. Please review your answer. If it is correct, select Next to continue. Otherwise please make the correction before continuing.
q331_flag (FLAG COMPARE AMOUNT)
End of group of questions
IF Q331_ = EMPTY THEN
Q332_Unf (Unfolding)
Thinking about the value of those bonds or bond funds:
Would it be more, about, or less than...
Q332_Unf_Results := explode('~', Q332_Unf)
End of if
Q335_ (BOND ASSET INTEREST INCOME)
Do these bonds or bond funds pay any dividends or interest?
IF Q335_ = 1 THEN
Group of questions presented on the same screen
Q336_ (BOND INCOME HOW OFTEN)
How often are these dividends and interest (from bonds and bond funds) paid?
1 It accumulates or is reinvested
3 Monthly
4 Quarterly
5 Every 6 months
6 Yearly
7 Other, please specify:
Q337S (BOND INT INCOME HOW OFT PAID - SPECIFY)
STRING
End of group of questions
IF Q336_ IN [3,4,5] THEN
Q338_ (BOND INCOME AMOUNT LAST PERIOD)
About how much did you[ or your ^FLHWP/] receive in your last dividends or interest payment from these bond or bond funds, before taxes and other deductions?
RANGE 0..99999996
IF Q338_ != EMPTY THEN
Q339_ (BOND INCOME AMOUNT SAME PER PERIOD)
Do you[ or your ^FLHWP/] get about the same amount of dividends and interest (from bonds and bond funds) each payment?
End of if
End of if
IF Q336_ in [1,6,7] OR Q336_ = empty OR (Q336_ IN [3,4,5] and Q338_ = EMPTY) OR (Q336_ IN [3,4,5] and Q338_ != EMPTY and Q339_ != 1) THEN
Q340_ (BOND INCOME AMOUNT - LCY)
About how much dividends and interest did you[ or your ^FLHWP/] receive from these bonds or bond funds in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 250..1000000
IF Q340_ = EMPTY THEN
Q341_Unf (Unfolding)
Thinking about what was received from these bonds or bond funds in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q341_Unf_Results := explode('~', Q341_Unf)
End of if
End of if
End of if
End of if
Q344a (CHECKING SAVINGS)
Do you[ or your ^FLHWP/] have any checking or savings accounts?
Q344b (MONEY MARKET FUNDS)
Do you[ or your ^FLHWP/] have any have any money market funds?
if Q344a = 1 OR Q344b = 1 then
End of if
IF Q344_ = 1 THEN
q345_compare := str_replace(",", "", q345_compare)
Group of questions presented on the same screen
Q345_ (CHECKING TOTAL VALUE)
If you added up all such checking accounts, savings accounts, and money market funds about how much would they amount to right now?
RANGE 0..300000
q345_diffwarning
According to our records, the amount you entered differs greatly from your last survey in [January/February/March/April/May/June/July/August/September/October/November/December], [[]]: $[PRELOADED CHECKING TOTAL VALUE[]]. Please review your answer. If it is correct, select Next to continue. Otherwise please make the correction before continuing.
q345_flag (FLAG COMPARE AMOUNT)
End of group of questions
IF Q345_ = EMPTY THEN
Q346_Unf (Unfolding)
Thinking about those accounts:
Would it be more, about, or less than...
Q346_Unf_Results := explode('~', Q346_Unf)
End of if
Q349_ (CHECKING INTEREST INCOME)
Do these accounts or money market fund pay any dividends or interest?
IF Q349_ = 1 THEN
Group of questions presented on the same screen
Q350_ (CHECKING INCOME HOW OFTEN)
How often are these dividends and interest (from checking accounts, savings accounts, and money market funds) paid?
1 It accumulates or is reinvested
3 Monthly
4 Quarterly
5 Every 6 months
6 Yearly
7 Other, please specify:
Q351S (HOW OFTEN DIVID OR INTR-SPECIFY)
STRING
End of group of questions
IF Q350_ IN [3,4,5] THEN
Q352_ (CHECKING INCOME LAST PERIOD)
About how much did you[ or your ^FLHWP/] receive in your last dividends and interest payment from these checking or saving accounts or money market funds, before taxes and other deductions?
RANGE 0..99999996
IF Q352_ != EMPTY THEN
Q353_ (CHECKING INCOME PER PERIOD)
Do you[ or your ^FLHWP/] get about the same amount of dividends and interest (from checking accounts, savings accounts, and money market funds) each payment?
End of if
End of if
IF Q350_ in [1,6,7] OR Q350_ = empty OR (Q350_ IN [3,4,5] and Q352_ = EMPTY) OR (Q350_ IN [3,4,5] and Q352_ != EMPTY and Q353_ != 1) THEN
Q354_ (CHECKING INCOME AMOUNT - LCY)
About how much dividends and interest did you[ or your ^FLHWP/] receive from these checking or saving accounts or money market funds in [LAST CALENDAR YEAR[]], before taxes and other deductions?
Please enter zero if you did not receive anything from these checking or savings accounts. If the amount is less than $1, please enter '1'.
RANGE 250..1000000
IF Q354_ = EMPTY THEN
Q494_Unf (Unfolding)
Thinking about the dividends and interest from checking accounts, savings accounts, and money market funds received in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q494_Unf_Results := explode('~', Q494_Unf)
End of if
End of if
End of if
End of if
Q356_ (CDS GOVT SAVINGS TBILLS)
Do you[ or your ^FLHWP/] have any money in CDs, Government Savings Bonds, or Treasury Bills?
Please exclude any CDs, Government Savings Bonds, or Treasury Bills that you have in employer pension plans or retirement accounts.
IF Q356_ = 1 THEN
q357_compare := str_replace(",", "", q357_compare)
Group of questions presented on the same screen
Q357_ (CDS GOVT SAVINGS TBILLS TOTAL VALUE)
If you added up all such CDs, Government Savings Bonds, and Treasury Bills, about how much would they amount to right now?
RANGE 1000..1500000
q357_diffwarning
According to our records, the amount you entered differs greatly from your last survey in [January/February/March/April/May/June/July/August/September/October/November/December], [[]]: $[PRELOADED CDS GOVT SAVINGS TBILLS TOTAL VALUE[]]. Please review your answer. If it is correct, select Next to continue. Otherwise please make the correction before continuing.
q357_flag (FLAG COMPARE AMOUNT)
End of group of questions
IF Q357_ = EMPTY THEN
Q358_Unf (Unfolding)
Thinking about those CD, government savings bond, and Treasury Bill accounts:
Would it be more, about, or less than...
Q358_Unf_Results := explode('~', Q358_Unf)
End of if
Q361_ (CDS INTEREST INCOME)
Do these CDs, government bonds, or treasury bills pay any dividends or interest?
IF Q361_ = 1 THEN
Group of questions presented on the same screen
Q362_ (CDS INCOME HOW OFTEN)
How often are dividends and interest (from CDs, Government Savings Bonds, and Treasury Bills) paid?
1 It accumulates or is reinvested
3 Monthly
4 Quarterly
5 Every 6 months
6 Yearly
7 Other, please specify:
Q363S (HOW OFTEN GOV/SAV PAY - SPECIFY)
STRING
End of group of questions
IF Q362_ IN [3,4,5] THEN
Q364_ (CDS INCOME LAST PERIOD)
About how much did you[ or your ^FLHWP/] receive in your last dividends and interest payment from these CDs, government bonds, or treasury bills, before taxes and other deductions?
RANGE 0..99999996
IF Q364_ = response THEN
Q365_ (CDS INCOME SAME PER PERIOD)
Do you[ or your ^FLHWP/] get about the same amount of dividends and interest (from CDs, Government Savings Bonds, and Treasury Bills) each payment?
End of if
End of if
IF Q362_ in [1,6,7] OR Q362_ = empty OR (Q362_ IN [3,4,5] and Q364_ = EMPTY) OR (Q362_ IN [3,4,5] and Q364_ != EMPTY and Q365_ != 1) THEN
Q366_ (CDS INCOME AMOUNT - LCY)
About how much dividends and interest did you[ or your ^FLHWP/] receive from these CD's, government bonds, or treasury bills in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 250..1000000
IF Q366_ = EMPTY THEN
Q367_Unf (Unfolding)
Thinking about any income received from CD's, government bonds or treasury bills in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q367_Unf_Results := explode('~', Q367_Unf)
End of if
End of if
End of if
End of if
Q370_ (R-SP OWN TRANSPORTATION)
Do you[ or your ^FLHWP/] own anything for transportation, like cars, trucks, a trailer, a motor home, a boat, or an airplane?
Please do not include leased vehicles.
IF Q370_ = 1 THEN
q371_compare := str_replace(",", "", q371_compare)
Group of questions presented on the same screen
Q371_ (TRANSPORTATION TOTAL VALUE)
What are these transportation vehicles worth altogether, minus anything you still owe on them?
RANGE 0..100000
q371_diffwarning
According to our records, the amount you entered differs greatly from your last survey in [January/February/March/April/May/June/July/August/September/October/November/December], [[]]: $[PRELOADED TRANSPORTATION TOTAL VALUE[]]. Please review your answer. If it is correct, select Next to continue. Otherwise please make the correction before continuing.
q371_flag (FLAG COMPARE AMOUNT)
End of group of questions
IF Q371_ = EMPTY THEN
Q372_Unf (Unfolding)
Thinking about the value of those vehicles:
Is it more, about, or less than...
Q372_Unf_Results := explode('~', Q372_Unf)
End of if
End of if
Q375_ (OTHER ASSETS)
Do you[ or your ^FLHWP/] have any other savings or assets, such as jewelry, money owed to you by others, a collection for investment purposes, rights in a trust or estate where you are the beneficiary, or an annuity that you haven't already mentioned?
Please exclude the cash value of any life insurance policies.
IF Q375_ = 1 THEN
q376_compare := str_replace(",", "", q376_compare)
Group of questions presented on the same screen
Q376_ (OTHER ASSETS TOTAL VALUE)
If you[ or your ^FLHWP/] sold all these other savings and assets and then paid off any debts on it, about how much would you have?
RANGE 2000..700000
q376_diffwarning
According to our records, the amount you entered differs greatly from your last survey in [January/February/March/April/May/June/July/August/September/October/November/December], [[]]: $[PRELOADED OTHER ASSETS TOTAL VALUE[]]. Please review your answer. If it is correct, select Next to continue. Otherwise please make the correction before continuing.
q376_flag (FLAG COMPARE AMOUNT)
End of group of questions
IF Q376_ = EMPTY THEN
Q377_Unf (Unfolding)
Thinking about the value of those assets:
Would it be more, about, or less than...
Q377_Unf_Results := explode('~', Q377_Unf)
End of if
Q380_ (OTHER ASSET INCOME)
Do any of these other savings or assets pay income?
IF Q380_ = 1 THEN
Q381_ (OTHER ASSET INCOME AMOUNT LCY)
About how much income did you[ or your ^FLHWP/] receive from these other savings and assets in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 0..1000000
IF Q381_ = EMPTY THEN
Q382_Unf (Unfolding)
Thinking about the income recieved from those other assets in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q382_Unf_Results := explode('~', Q382_Unf)
End of if
End of if
End of if
Q395_ (OTHER SOURCES OF INCOME)
Did you[ or your ^FLHWP/] receive any other income in [LAST CALENDAR YEAR[]], for example, from private disability insurance payments, consulting fees, rent from your home or second home, odd jobs, and so forth?
Please do not include financial support from relatives or friends.
IF Q395_ = 1 THEN
Q396_ (OTHER SOURCES OF INCOME AMOUNT - LCY)
How much did you[ and your ^FLHWP] receive altogether from these other sources in [LAST CALENDAR YEAR[]], before taxes and other deductions?
RANGE 1000..100000
IF Q396_ = EMPTY THEN
Q397_Unf (Unfolding)
Thinking about the income received from those other sources in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q397_Unf_Results := explode('~', Q397_Unf)
End of if
End of if
Q400_ (HH FOOD STAMPS SINCE LAST IW)
Did you or other family members who may have been living there receive government food stamps, also known as SNAP benefits, at any time [in the last two years/since ^z092, ^z093]?
Please include immediate family members who live with you.
IF Q400_ = 1 THEN
if Z076 != YES then
Loop from (FLCURRENTYEAR-3) to FLCURRENTYEAR
QW777startyr2 := (FLCurrentYear + FLCurrentYear - 3) - QW777startyr
QW777_ (ANY MONTHS RECEIVED FOOD STAMPS)
Were there any months in [STARTING YEAR FOR QW777 LOOP--DECREASING YEARS[]] when you, or other family members who may have been living there, were receiving government food stamps or SNAP benefits?
IF QW777_[QW777startyr2] = 1 THEN
if QW777startyr2 = FLCurrentYear then
Fill code of question 'FLQW778' executed
QW778_ (MONTHS COLLECTED FOOD STAMPS)
Which months in [STARTING YEAR FOR QW777 LOOP--DECREASING YEARS[]] were those when you, or other family members who may have been living there, were receiving government food stamps or SNAP benefits?
Please choose all that apply.
1 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
2 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
3 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
4 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
5 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
6 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
7 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
8 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
9 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
10 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
11 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
12 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
13 All months listed
14 None of the months listed
Else
QW778_dummy (MONTHS COLLECTED FOOD STAMPS)
Which months in [STARTING YEAR FOR QW777 LOOP--DECREASING YEARS[]] were those when you or other family members who may have been living there were receiving government food stamps or SNAP benefits?
Please choose all that apply.
1 January
2 February
3 March
4 April
5 May
6 June
7 July
8 August
9 September
10 October
11 November
12 December
13 All months
14 No months
QW778_[QW777startyr2] := QW778_dummy[QW777startyr2]
End of if
End of if
End of loop
Else
Loop from Z093 to FLCURRENTYEAR
QW777startyr2 := (FLCurrentYear + Z093) - QW777startyr
QW777_ (ANY MONTHS RECEIVED FOOD STAMPS)
Were there any months in [STARTING YEAR FOR QW777 LOOP--DECREASING YEARS[]] when you, or other family members who may have been living there, were receiving government food stamps or SNAP benefits?
IF QW777_[QW777startyr2] = 1 THEN
if QW777startyr2 = FLCurrentYear then
Fill code of question 'FLQW778' executed
QW778_ (MONTHS COLLECTED FOOD STAMPS)
Which months in [STARTING YEAR FOR QW777 LOOP--DECREASING YEARS[]] were those when you, or other family members who may have been living there, were receiving government food stamps or SNAP benefits?
Please choose all that apply.
1 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
2 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
3 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
4 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
5 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
6 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
7 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
8 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
9 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
10 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
11 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
12 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
13 All months listed
14 None of the months listed
elseif QW777startyr2 = Z093 then
Fill code of question 'FLQW778_min' executed
QW778_min (MONTHS COLLECTED FOOD STAMPS)
Which months in [STARTING YEAR FOR QW777 LOOP--DECREASING YEARS[]] were those when you or other family members who may have been living there were receiving government food stamps or SNAP benefits?
Please choose all that apply.
1 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
2 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
3 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
4 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
5 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
6 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
7 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
8 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
9 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
10 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
11 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
12 [January/February/March/April/May/June/July/August/September/October/November/December/All 12 months]
13 All months listed
14 None of the months listed
QW778_[QW777startyr2] := QW778_min[QW777startyr2]
Else
QW778_dummy (MONTHS COLLECTED FOOD STAMPS)
Which months in [STARTING YEAR FOR QW777 LOOP--DECREASING YEARS[]] were those when you or other family members who may have been living there were receiving government food stamps or SNAP benefits?
Please choose all that apply.
1 January
2 February
3 March
4 April
5 May
6 June
7 July
8 August
9 September
10 October
11 November
12 December
13 All months
14 No months
QW778_[QW777startyr2] := QW778_dummy[QW777startyr2]
End of if
End of if
End of loop
End of if
Q532_ (HH STILL RECEIVING FOOD STAMPS)
Are you, or other family members who are living there, still receiving food stamps or SNAP benefits?
IF Q532_ = 5 THEN
Q406_ (AMOUNT FOOD STAMPS LAST MONTH RECD)
How many dollars worth of food stamps or SNAP benefits did you and other family members who may have been living there get the last month you received food stamps or SNAP benefits?
RANGE 0..99999996
IF Q406_ = EMPTY THEN
Q407_Unf (Unfolding)
Thinking about the value of the food stamps or SNAP benefits in the last month that you received them:
Was it more, about, or less than...
Q407_Unf_Results := explode('~', Q407_Unf)
End of if
ELSEIF Q532_ = 1 THEN
Q410_ (AMOUNT FOOD STAMPS CURR RECD-LAST MONTH)
How many dollars worth of food stamps or SNAP benefits did you and other family members who may have been living there get the last month?
RANGE 50..500
IF Q410_ = EMPTY THEN
Q411_Unf (Unfolding)
Thinking about the value of the food stamps or SNAP benefits you received last month:
Was it more, about, or less than...
Q411_Unf_Results := explode('~', Q411_Unf)
End of if
End of if
End of if
IF A167_A028 = 1 AND not(X065ACouplenss[1] in [1,2,3,4]) then
ELSEIF A167_A028 = 1 AND (A030 = YES OR A209_LivTogethr = YES OR A033_SpInNHome = 1) then
Else
Q414_ (R SUBSIDIZED FOOD AT HOME SINCE LAST IW)
Did you or other family members who may have been living there have any free or subsidized meals (such as 'Meals on Wheels') delivered to you at home at any time [in the last two years/since ^z092, ^z093]?
End of if
Q415_ (R ENOUGH FOOD SINCE LAST IW)
[In the last two years/Since ^z092, ^z093], have you always had enough money to buy the food you need?
IF Q415_ != 1 THEN
Q516_Q416 (EAT LESS BC NOT ENOUGH MONEY)
In the last 12 months, did you ever eat less than you felt you should because there wasn't enough money to buy food?
End of if
IF A167_A028 != 1 THEN
Fill code of question 'FLQ417' executed
Q417_ (R-HHMEM SPEND ON FOOD AVG WK-AMOUNT)
[In addition to any food bought with food stamps or SNAP benefits, about/About] how much do you, and other family members who may be living there, spend on food that you use at home in an average week?
RANGE 0..99999996
IF Q417_ = EMPTY THEN
Q418_Unf (Unfolding)
Thinking about what you spend on food for use at home in an average week:
Is it more, about, or less than...
Q418_Unf_Results := explode('~', Q418_Unf)
End of if
Q421_ (R-HHMEM GET FOOD DELIVERED TO DOOR)
Do you, or other family members who may be living there, have any food delivered to the door which isn't included in that amount?
IF Q421_ = 1 THEN
Q422_ (R AMT SPENT ON FOOD DELIVERED AVG WK)
About how much do you, or other members who may be living there, spend in an average week on that food?
RANGE 0..99999996
IF Q422_ = EMPTY THEN
IF Q423_Unf_Random = EMPTY THEN
End of if
Q423_Unf (Unfolding)
Thinking about any money you spend on food delivery in an average week:
Is it more, about, or less than...
Q423_Unf_Results := explode('~', Q423_Unf)
End of if
End of if
Q426_ (R SPENT ON EATING OUT IN TYPICAL WEEK)
About how much do you, and other members who may be living there, spend eating out in a typical week, not counting meals at work or at school?
Please enter zero if you do not eat out.
RANGE 0..99999996
IF Q426_ = EMPTY THEN
Q427_Unf (Unfolding)
Thinking about any money you spend on eating out:
Is it more, about, or less than...
Q427_Unf_Results := explode('~', Q427_Unf)
End of if
End of if
Loop from 3 to PERSONCOUNTER
IF X061ARelateR[Qcnt] in [3,4,5,6,7,8,90,91] AND X056AResStat[Qcnt] IN [1,2,3] AND X067AYrBorn[Qcnt] = response AND (FLCurrentYear - X067AYrBorn[Qcnt] > 15) THEN
Q432_ (IF HHMEM WORKED IN LCY)
During [LAST CALENDAR YEAR[]], did [FIRST NAME OF HH MEMBERS/CHILDREN[]] ([RELATIONSHIP TO R[]]) do any work for pay?
IF Q432_[Qcnt] = 1 THEN
Fill code of question 'FLQ433' executed
Q433_ (HHMEM EARNED AMOUNT - LCY)
About how much money did [he/she/he/she] earn from all jobs in [LAST CALENDAR YEAR[]], before taxes and other deductions?
Please do not include job income from yourself[ or your ^FLHWP/].
RANGE 0..99999996
IF Q433_[Qcnt] = EMPTY THEN
IF X501 = 1 THEN
Q434_Unf_Random[Qcnt] := 5
Else
Q434_Unf_Random[Qcnt] := 6
End of if
Q434_Unf (Unfolding)
Thinking about the money [he/she/he/she] earned from all jobs in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q434_Unf_Results[Qcnt] := explode('~', Q434_Unf[Qcnt])
End of if
End of if
End of if
End of loop
Loop from 53 to PERSONCOUNTER1
IF HHmemArray[1] = empty AND X056AResStat[Qcnt] IN [1,2,3] THEN
HHmemArray[1] := X060ASex[Qcnt]
End of if
IF not(X061ARelateR[Qcnt] in [1,2,3,4,5,6,7,8,90,91]) and X056AResStat[Qcnt] IN [1,2,3] AND X067AYrBorn[Qcnt] = response AND (FLCurrentYear - X067AYrBorn[Qcnt] > 15) THEN
Q432_ (IF HHMEM WORKED IN LCY)
During [LAST CALENDAR YEAR[]], did [FIRST NAME OF HH MEMBERS/CHILDREN[]] ([RELATIONSHIP TO R[]]) do any work for pay?
IF Q432_[Qcnt] = 1 THEN
Fill code of question 'FLQ433' executed
Q433_ (HHMEM EARNED AMOUNT - LCY)
About how much money did [he/she/he/she] earn from all jobs in [LAST CALENDAR YEAR[]], before taxes and other deductions?
Please do not include job income from yourself[ or your ^FLHWP/].
RANGE 0..99999996
IF Q433_[Qcnt] = EMPTY THEN
IF X501 = 1 THEN
Q434_Unf_Random[Qcnt] := 5
Else
Q434_Unf_Random[Qcnt] := 6
End of if
Q434_Unf (Unfolding)
Thinking about the money [he/she/he/she] earned from all jobs in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q434_Unf_Results[Qcnt] := explode('~', Q434_Unf[Qcnt])
End of if
End of if
End of if
End of loop
IF A098_NumHHM > 0 THEN
Q437_ (HHMEM NON JOB INCOME RECD AMOUNT)
Not including job income, about how much in total did other members of your family living in your household receive in [LAST CALENDAR YEAR[]] from Social Security, pensions, welfare, interest, gifts, or anything else, before taxes and other deductions?
Please enter zero if none.
RANGE 0..99999996
IF Q437_ = EMPTY THEN
Q438_Unf (Unfolding)
Thinking about the other members of your family living there, and any other money they received in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q438_Unf_Results := explode('~', Q438_Unf)
End of if
Q441_ (HHMEM ASSETS)
Do other members of your family living in your household have more than $5,000 total in bank accounts, other financial assets, vehicles, property, or other investments?
Please do not include assets of yourself[ or your ^FLHWP/].
IF Q441_ = 1 THEN
Fill code of question 'FLQ442' executed
Q442_ (HHMEM ASSET AMOUNT)
About how much altogether would these other family members' assets amount to, minus any debts they might have?
Please enter zero if none.
RANGE 5000..99999996
IF Q442_ = EMPTY THEN
Q443_Unf (Unfolding)
Thinking about the value of these assets:
Would it be more, about, or less than...
Q443_Unf_Results := explode('~', Q443_Unf)
End of if
End of if
End of if
Q446_ (R OR SP FILE INCOME TAX RETURN - LCY)
Did you[ or your ^FLHWP/] file a federal income tax return form for [LAST CALENDAR YEAR[]]?
IF Q446_ = 1 THEN
Q447_ (R OR SP ITEMIZED DEDUCTIONS)
Did you[ and your ^FLHWP] itemize deductions on your [LAST CALENDAR YEAR[]] federal income tax, such as property taxes, interest payments, medical expenses, and charitable contributions?
End of if
Q453_ (WHETHER DONATE CHARITY)
In [LAST CALENDAR YEAR[]], did you[ or your ^FLHWP/] donate money, property, or possessions totaling $500 or more to religious or other charitable organizations?
[DEF: By "charitable organizations" we include groups such as The United Way, the American Heart Association, educational institutions, religious organizations or other such institutions.]
IF Q453_ = 1 THEN
Q454_ (AMOUNT DONATE TO CHARITY)
About how much money did these charitable dontations amount to?
RANGE 0..99999996
IF Q454_ = EMPTY THEN
Q455_Unf (Unfolding)
Thinking about your donations in [LAST CALENDAR YEAR[]]:
Was it more, about, or less than...
Q455_Unf_Results := explode('~', Q455_Unf)
End of if
End of if
Q464_ (PUT ANY ASSETS IN TRUST)
Have you[ and your ^FLHWP] put any of your assets into a trust?
IF Q464_ = 1 THEN
Q465_ (RCV TRUST BENEFITS)
Do you[ or your ^FLHWP/] receive any income from your trust(s)?
q467_compare := str_replace(",", "", q467_compare)
Group of questions presented on the same screen
Q467_ (VALUE OF ANY TRUSTS)
What about the value of any trusts?
If you[ or your ^FLHWP/] could sell all the assets you have put in trusts, about how much would you have?
RANGE 0..100000
q467_diffwarning
According to our records, the amount you entered differs greatly from your last survey in [January/February/March/April/May/June/July/August/September/October/November/December], [[]]: $[PRELOADED VALUE OF ANY TRUSTS[]]. Please review your answer. If it is correct, select Next to continue. Otherwise please make the correction before continuing.
q467_flag (FLAG COMPARE AMOUNT)
End of group of questions
IF Q467_ = EMPTY THEN
Q468_Unf (Unfolding)
Thinking about the value of any assets put into trusts:
Would it be more, about, or less than...
Q468_Unf_Results := explode('~', Q468_Unf)
End of if
Q471_ (ALL OTHER ASSETS IN TRUSTS PREV REPORTED)
Have you already mentioned all of the investments and other assets that are included in the trust?
IF Q471_ = 5 THEN
Q472_ (VALUE ASSETS NOT PREV REPORTED)
What is the value of the assets in the trust that you did NOT include earlier?
RANGE 0..1000000
IF Q472_ = EMPTY THEN
IF Q473_Unf_Random = EMPTY THEN
End of if
Q473_Unf (Unfolding)
Thinking about those other assets in the trust:
Is it more, about, or less than...
Q473_Unf_Results := explode('~', Q473_Unf)
End of if
End of if
Q476_ (CHANGE TERMS OF TRUST)
If you wanted to, could you change the terms of the trust?
End of if
Q518_ (PD OFF CRED CARD LAST MO)
Last month did you[ and your ^FLHWP] pay off all your credit card debt or was there an unpaid debt that you carried over to this month?
1 Paid off all
5 Carried over unpaid debt
6 Have no credit card(s) and/or only have debit card(s)
IF Q518_ = 5 OR Q518_ = empty THEN
Q519_ (AMOUNT CRED CARD DEBT CARRIED OVER)
How much credit card debt did you[ and your ^FLHWP] carry over from last month to this one?
Please report the total amount owed, not the amount paid off or the minimum payment.
Please enter zero if all accounts were paid in full.
RANGE 0..99999996
IF Q519_ = EMPTY THEN
Q520_Unf (Unfolding)
Thinking about the credit card debt that was carried over from last month:
Was it more, about, or less than...
Q520_Unf_Results := explode('~', Q520_Unf)
End of if
End of if
Q539_ (R OR SP ANY MONEY OWED MEDICAL SERVICES)
Do you[ or your ^FLHWP/] owe any money for medical services to doctors, hospitals or other healthcare providers?
[IWER: Please do not include any amount counted toward any credit card balance.]
IF Q539_ = 1 THEN
Q540_ (R OR SP MEDICAL SERVICES DEBTS AMOUNT)
Altogether, about how much would these medical debts amount to?
RANGE 0..99999996
IF Q540_ = EMPTY THEN
Q541_Unf (Unfolding)
Thinking about those medical debts:
Would it be more, about, or less than...
Q541_Unf_Results := explode('~', Q551_Unf)
End of if
End of if
Q544_ (R OR SP ANY MONEY OWED EDUCATION DEBT)
Do you[ or your ^FLHWP/] owe any money or have any student loans for educational expenses?
[IWER: Please include any loans you are responsible for, for your own education or someone else's.]
IF Q544_ = 1 THEN
Q545_ (R OR SP EDUCATION DEBTS AMOUNT)
Altogether, about how much would these education related debts amount to?
RANGE 0..99999996
IF Q545_ = EMPTY THEN
Q546_Unf (Unfolding)
Thinking about those education related debts:
Would it be more, about, or less than...
Q546_Unf_Results := explode('~', Q551_Unf)
End of if
End of if
Q549_ (R OR SP ANY DEBTS NOT ASKED ABOUT BEFORE)
Do you[ or your ^FLHWP/] have any debts that we haven't asked about, such as such as life insurance policy loans, loans from relatives, and so forth?
Please do not include mortgages, loans for cars or other vehicles, or money owed on other assets.
IF Q549_ = 1 THEN
Q550_ (R OR SP DEBTS AMOUNT)
Altogether, about how much would these other debts amount to?
RANGE 0..99999996
IF Q550_ = EMPTY THEN
Q551_Unf (Unfolding)
Thinking about those other debts:
Would it be more, about, or less than...
Q551_Unf_Results := explode('~', Q551_Unf)
End of if
End of if
Loop from 1 to 3
IF LScnt = 1 OR Q483_[LScnt - 1] = 1 THEN
Fill code of question 'FLQ483Q1' executed
Fill code of question 'FLQ483Q2' executed
Q483_ (R OR SP IF LUMP SUM RECEIVED)
[People sometimes receive large amounts of money or property in the form of an inheritance, a trust fund, an insurance settlement, and so on.
/] [Since ^Z092, ^Z093 have you^FLQspouse ever received money or property in the form of an inheritance, a trust fund, or an insurance settlement?/Since ^Z092, ^Z093 have you^FLQspouse ever received any other large lump sum payments?/In the last two years, have you^FLQspouse ever received money or property in the form of an inheritance, a trust fund, or an insurance settlement?/In the last two years, have you^FLQspouse ever received any other large lump sum payments?]
By 'large' we mean $10,000 or more.
IF Q483_[LScnt] = 1 THEN
Fill code of question 'FLQ484Q' executed
Group of questions presented on the same screen
Q484_ (LUMP SUM FROM WHAT)
What was the [next/] largest lump sum--was it from an inheritance, a trust, an insurance settlement, or something else?
1 Insurance settlement
2 Pension settlement
3 Inheritance or trust
4 Gift
5 Lawsuit
7 Other, please specify:
Q485S (LUMP SUM FROM WHAT-SPECIFY)
STRING
End of group of questions
IF Q484_[LScnt] = EMPTY OR Q484_[LScnt] != EMPTY THEN
Fill code of question 'FLQ484A' executed
Q487_ (YEAR LUMP SUM RECEIVED)
In what year did you[ or your ^FLHWP/] receive a lump sum from that [insurance settlement/pension settlement/inheritance or trust/gift/lawsuit/^Q485S[LScnt]]?
RANGE 1900..^FLCurrentYear
IF Q487_[LScnt] > FLCurrentYear - 3 THEN
Q486_ (MONTH LUMP SUM RECEIVED)
What month was that?
End of if
Q488_ (LUMP SUM AMOUNT RECEIVED)
About how much did you[ or your ^FLHWP/] receive from the [insurance settlement/pension settlement/inheritance or trust/gift/lawsuit/^Q485S[LScnt]]?
RANGE 5000..250000
IF Q488_[LScnt] = EMPTY THEN
Q489_ (LUMP SUM AMOUNT - GT-LT $50K)
Did it amount to less than $50,000, more than $50,000, or what?
1 Less than $50,000
3 About $50,000
5 More than $50,000
End of if
IF Q484_[LScnt] = 3 THEN
Fill code of question 'FL_Q490_3' executed
Q490_ (LUMP SUM - WHO FROM)
From whom was that inheritance or trust received, that is, what is their relationship to you?
14 My parents
15 My brother
17 My sister
27 Ex-spouse or ex-partner
34 [My ^FLHWP's parents]
19 Other relative
20 Other individual
End of if
End of if
End of if
End of if
End of loop
Q493_ (Q ASSIST)
How often did you receive assistance with the answers for the previous income and wealth assets questions?
1 Never
2 A few times
3 Most or all of the time
if Z076 = YES then
R_intro
Now we would like to ask you some questions about any changes in your family's finances since we
last interviewed you.
First we will retrieve the financial information we have on record. Please click "Next" and wait until the next screen appears.
H004 := getHRSpreload(2,"H004_OwnRent")
H008 := getHRSpreload(2,"H008_OwnFarm")
H014 := getHRSpreload(2,"H014_OwnMobile")
H151 := getHRSpreload(2,"H151_Own2ndHome")
H020 := getHRSpreload(2,"H020_HomeValue1st")
H166 := getHRSpreload(2,"H166_HomeValue2nd")
R077_home := getHRSpreload(2, "R077_home")
preload_H004 := getHRSPreloadWave4(2,"H004_OwnRent")
preload_H008 := getHRSPreloadWave4(2,"H008_OwnFarm")
preload_H014 := getHRSPreloadWave4(2,"H014_OwnMobile")
if preload_H004 = 1 OR preload_H008 in [1,2] OR preload_H014 in [1,2,3] then
End of if
preload_Q133 := getHRSPreloadWave4(5, "Q133_")
if preload_Q133 in [1,2] then
End of if
preload_Q147 := getHRSPreloadWave4(5, "Q147_")
if preload_Q147 in [1,2] then
End of if
X027 := getHRSPreloadWave4(2, "H151_Own2ndHome")
X087 := getHRSPreloadWave4(5, "Q316_")
preload_hhmembercounter := getHRSPreloadWave4(1,"hhmembercounter")
hhmembercounter := getHRSpreload(1,"hhmembercounter")
Fill code of question 'FLQspouse' executed
Fill code of question 'FLQspouse2' executed
if X079 = 1 OR H004 = 1 OR H151 = 1 OR H014 in [1,2,3] OR H008 in [1,2] then
R002 (bought or sold home)
Since [January/February/March/April/May/June/July/August/September/October/November/December], [[]], have you[ or your ^FLHWP/] bought or sold a home that was your primary residence or second home?
settingfollowtype
if R002 = YES then
R003 (buy, sell, or both)
Did you only buy, only sell, or both buy and sell?
If there were multiple sales or multiple purchases, please select 'Other, please specify.'
1 Only bought
2 Only sold
3 Both bought and sold
7 Other, please specify:
if r003 = 7 then
R004 (other buy, sell, or both)
Please describe the transaction(s), including the month, year, and purchase price for each home.
STRING
End of if
if R003 in [1,3] then
R006 (year bought home)
In what year did you buy a home?
RANGE ^z093..^FLCurrentYear
if (FLCurrentYear - R006) < 3 then
R005 (month bought home)
What month was that?
settingfollowtype
End of if
R007 (purchase price)
What was the purchase price?
RANGE settingfollowtype..settingfollowtype
if R007 = empty then
R008_Unf (Unfolding)
Thinking about the purchase price:
Was it more, about, or less than...
R008_Unf_Results := explode('~', R008_Unf)
End of if
End of if
if R003 in [2,3] then
R012 (year sold home)
In what year did you sell a home?
RANGE ^z093..^FLCurrentYear
if (FLCurrentYear - R012) < 3 then
R011 (month sold home)
What month was that?
settingfollowtype
End of if
R013 (selling price)
What was the selling price?
RANGE settingfollowtype..settingfollowtype
if R013 = empty then
R014_Unf (Unfolding)
Thinking about the selling price:
Was it more, about, or less than...
R014_Unf_Results := explode('~', R014_Unf)
End of if
R018 (year bought sold home)
In what year did you buy the home that you sold?
RANGE 1900..^FLCurrentYear
if (FLCurrentYear - R018) < 3 then
R017 (month bought sold home)
What month was that?
settingfollowtype
End of if
R019 (purchase price of sold home)
What was the purchase price of the home that you sold?
RANGE settingfollowtype..settingfollowtype
if R019 = empty then
R020_Unf (Unfolding)
Thinking about the purchase price of the home that you sold:
Was it more, about, or less than...
R020_Unf_Results := explode('~', R020_Unf)
End of if
End of if
End of if
Fill code of question 'FLR023' executed
R023 (any major improvements)
Since [January/February/March/April/May/June/July/August/September/October/November/December], [[]], did you[ or your ^FLHWP/] [make any major additions or home improvements to a primary residence or second home that you owned/make any major additions or home improvements to a primary residence that you owned]?
settingfollowtype
if R023 = YES then
R024 (amount of home improvements)
What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself?
RANGE settingfollowtype..settingfollowtype
if R024 = empty then
R025_Unf (Unfolding)
Thinking about the dollar cost of these additions and improvements:
Was it more, about, or less than...
R025_Unf_Results := explode('~', R025_Unf)
End of if
End of if
End of if
if Z098 = 1 OR Q133_ in [1,2] then
R028 (sold any real estate)
Since [January/February/March/April/May/June/July/August/September/October/November/December], [[]], have you[ or your ^FLHWP/] sold any real estate other than your principal residence or second home, such as land, or rental or investment property?
settingfollowtype
if R028 != YES then
R029 (bought any real estate)
Have you bought any such real estate properties since [January/February/March/April/May/June/July/August/September/October/November/December], [[]]?
settingfollowtype
if R029 = YES then
R030 (amount paid real estate)
About how much in total did you pay for this real estate?
RANGE settingfollowtype..settingfollowtype
if R030 = empty then
R031_Unf (Unfolding)
Thinking about how much you paid in total for this real estate:
Was it more, about, or less than...
R031_Unf_Results := explode('~', R031_Unf)
End of if
End of if
R044 (made any major improvements)
Since [January/February/March/April/May/June/July/August/September/October/November/December], [[]], did you[ or your ^FLHWP/] make any major additions or home improvements to any real estate properties that you owned, other than your principal residence or second home?
Please do not count general maintenance or upkeep.
settingfollowtype
if R044 = YES then
R045 (cost of addition, improvements)
What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself?
RANGE settingfollowtype..settingfollowtype
if R045 = empty then
R046_Unf (Unfolding)
Thinking about the dollar cost of these additions and improvements:
Was it more, about, or less than...
R046_Unf_Results := explode('~', R046_Unf)
End of if
End of if
Else
R034 (also bought any real estate)
Did you[ and your ^FLHWP] also buy any real estate of this sort since [January/February/March/April/May/June/July/August/September/October/November/December], [[]]?
settingfollowtype
if R034 != YES then
R035 (amount sold real estate)
About how much in total was the dollar value of the real estate you sold since [January/February/March/April/May/June/July/August/September/October/November/December], [[]]?
RANGE settingfollowtype..settingfollowtype
if R035 = empty then
R036_Unf (Unfolding)
Thinking about the total dollar value of the real estate you sold:
Was it more, about, or less than...
R036_Unf_Results := explode('~', R036_Unf)
End of if
Else
R039 (comparison bought versus sold real estate)
Overall, was the dollar cost of the real estate you bought greater than the dollar value of what
you sold minus commissions, less than the value of what you sold, about equal, or what?
1 Bought more than sold
2 Bought less than sold
3 Bought and sold about equal amounts
if R039 in [1,2] then
Fill code of question 'FLR040' executed
R040 (difference bought and sold)
Roughly, about how much [more/less] did you buy than you sold?
RANGE settingfollowtype..settingfollowtype
if R040 = empty then
R041_Unf (Unfolding)
Thinking about how much [more/less] you bought than you sold:
Was it more, about, or less than...
R041_Unf_Results := explode('~', R041_Unf)
End of if
End of if
End of if
R044 (made any major improvements)
Since [January/February/March/April/May/June/July/August/September/October/November/December], [[]], did you[ or your ^FLHWP/] make any major additions or home improvements to any real estate properties that you owned, other than your principal residence or second home?
Please do not count general maintenance or upkeep.
settingfollowtype
if R044 = YES then
R045 (cost of addition, improvements)
What was the dollar cost of these additions and improvements, plus the value of any work you may have done yourself?
RANGE settingfollowtype..settingfollowtype
if R045 = empty then
R046_Unf (Unfolding)
Thinking about the dollar cost of these additions and improvements:
Was it more, about, or less than...
R046_Unf_Results := explode('~', R046_Unf)
End of if
End of if
End of if
End of if
if x086 = 1 OR Q147_ in [1,2] then
R049 (put personal funds into privately held business)
Since [January/February/March/April/May/June/July/August/September/October/November/December], [[]], have you[ or your ^FLHWP/] put personal funds into a privately held business, professional practice, partnership or farm that you own or share ownership in?
settingfollowtype
if R049 = YES then
R050 (how much put into prviately held business)
Altogether, about how much new money did you[ or your ^FLHWP/] put into that, including any funds that you borrowed?
RANGE settingfollowtype..settingfollowtype
if R050 = empty then
R051_Unf (Unfolding)
Thinking about how much new money you[ or your ^FLHWP/] put into that:
Was it more, about, or less than...
R051_Unf_Results := explode('~', R051_Unf)
End of if
End of if
R054 (sold privately held business)
Since [January/February/March/April/May/June/July/August/September/October/November/December], [[]], have you[ or your ^FLHWP/] sold part or all of any interest in a privately held business,
professional practice, partnership or farm?
settingfollowtype
if R054 = YES then
R055 (how much sold interest for)
Altogether, about how much did you[ or your ^FLHWP] sell your interest for? (What was the selling price?)
We are asking for the price the buyer paid.
RANGE settingfollowtype..settingfollowtype
if R055 = empty then
R056_Unf (Unfolding)
Thinking about how much you[ or your ^FLHWP/] sold your interest for:
Was it more, about, or less than...
R056_Unf_Results := explode('~', R056_Unf)
End of if
R060 (year sold)
In what year did you sell that?
If there were multiple sales, please provide the year of the most recent sale.
RANGE ^z093..^FLCurrentYear
if (FLCurrentYear - R060) < 3 then
R059 (month of sale)
What month was that?
settingfollowtype
End of if
End of if
End of if
if x087 = 1 OR Q316_ = 1 then
R061 (bought any stock)
Not counting any IRAs, Keoghs or pension accounts, since [January/February/March/April/May/June/July/August/September/October/November/December], [[]], have you[ or your ^FLHWP/] bought any stock, or put money into stock mutual funds, including any automatic reinvestments?
settingfollowtype
if R061 = YES then
R062 (sell or cash in any stock)
Did you[ or your ^FLHWP/] also sell or cash in any such assets?
settingfollowtype
if R062 = YES then
R063 (more into stocks or more out of stocks)
Did you buy more or sell more -- that is, overall, did you put new money into stocks, stock
mutual funds, managed investment accounts or trusts, take money out of them, or put in
about as much as you took out?
1 Put money in
2 Take money out
3 Put in as much as took out
if R063 in [1,2] then
R064 (how much more in or out)
About how much more did you [put in than you took out/take out than you put in]?
RANGE settingfollowtype..settingfollowtype
if R064 = empty then
R065_Unf (Unfolding)
Thinking about how much more you [put in than you took out/take out than you put in]:
Was it more, about, or less than...
R065_Unf_Results := explode('~', R065_Unf)
End of if
End of if
Else
R068 (how much put into stocks)
Altogether, how much money (including any automatic reinvestment) did you[ or your ^FLHWP/] put into that?
RANGE settingfollowtype..settingfollowtype
if R068 = empty then
R069_Unf (Unfolding)
Thinking about how much money (including any automatic reinvestment) you[ or your ^FLHWP/] put into that:
Was it more, about, or less than...
R069_Unf_Results := explode('~', R069_Unf)
End of if
End of if
Else
R072 (sold any stock)
Since [January/February/March/April/May/June/July/August/September/October/November/December], [[]], have you[ or your ^FLHWP/] sold any shares of stock in publicly held corporations or taken money out of any mutual funds, managed investment accounts or trusts?
settingfollowtype
if R072 = YES then
R073 (how much sold stocks)
Altogether, how much money did you[ or your ^FLHWP/] get from that?
RANGE settingfollowtype..settingfollowtype
if R073 = empty then
R074_Unf (Unfolding)
Thinking about how much money you[ or your ^FLHWP/] got from that:
Was it more, about, or less than...
R074_Unf_Results := explode('~', R074_Unf)
End of if
End of if
End of if
End of if
if X079 != 1 OR R077_home = YES then
Else
if R002 = 5 then
Group of questions presented on the same screen
R077 (what happened to owned home)
Our records show that you[ and your ^FLHWP] owned a home in [January/February/March/April/May/June/July/August/September/October/November/December], [[]] that you do not now own and did not sell.
What happened to that home?
1 Gave it to someone
2 Did not own home in [January/February/March/April/May/June/July/August/September/October/November/December], [[]]
7 Other, please specify:
R078 (other what happened to owned home)
STRING
End of group of questions
if R077 = 1 then
Fill code of question 'FLR080' executed
R079 (who give home to)
Who did you[ or your ^FLHWP/] give the house to, that is what is their relationship to you?
2 [Child, child-in-law, or grandchild/Child or child-in-law/Child or grandchild/Child-in-law or grandchild/Child/Child-in-law/Grandchild]
3 Other relative
4 Someone else
if R079 = 2 then
FL_CHILDLIST := getHRSPreload(1, "FL_CHILDLIST", 2)
R103 (which child gave home to)
Which child is that? Please choose all that apply.
Note: if you gave it to a grandchild, please choose the parent of that grandchild.
3 [[]]
4 [[]]
5 [[]]
6 [[]]
7 [[]]
8 [[]]
9 [[]]
10 [[]]
11 [[]]
12 [[]]
13 [[]]
14 [[]]
15 [[]]
16 [[]]
17 [[]]
18 [[]]
19 [[]]
20 [[]]
21 [[]]
22 [[]]
23 [[]]
24 [[]]
25 [[]]
26 [[]]
27 [[]]
28 [[]]
29 [[]]
30 [[]]
31 [[]]
32 [[]]
33 [[]]
34 [[]]
35 [[]]
36 [[]]
37 [[]]
38 [[]]
39 [[]]
40 [[]]
41 [[]]
42 [[]]
43 [[]]
44 [[]]
45 [[]]
46 [[]]
47 [[]]
48 [[]]
49 [[]]
50 [[]]
51 [[]]
52 [[]]
92 Deceased child
93 All children
End of if
End of if
End of if
if R003 = 2 then
Group of questions presented on the same screen
R081 (what did with proceeds of home sale)
Our records show that you owned a home in [January/February/March/April/May/June/July/August/September/October/November/December], [[]] that you have since sold. What did you decide to do with the proceeds from selling the house?
1 Invested the money
2 Gave the proceeds to someone
3 Did not own a home in [January/February/March/April/May/June/July/August/September/October/November/December], [[]]
7 Other, please specify:
R082 (other what did with proceeds of home sale)
STRING
End of group of questions
End of if
End of if
R083 (anyone move out took assets or debts)
Sometimes changes in a family's savings or assets are due to people joining or leaving the
family.
Was there anyone living with you[ and your ^FLHWP] in [January/February/March/April/May/June/July/August/September/October/November/December], [[]] who doesn't live with you now and who took $5,000 or more in assets or debts away with them?
1 Yes, took assets
2 Yes, took debts
3 Both assets and debts
5 No
if R083 in [1,3] then
R084 (value of removed assets)
Altogether, what is the total dollar value of assets that were removed that way?
RANGE settingfollowtype..settingfollowtype
if R084 = empty then
R085_Unf (Unfolding)
Thinking about the total dollar value of assets that were removed that way:
Was it more, about, or less than...
R085_Unf_Results := explode('~', R085_Unf)
End of if
End of if
if R083 in [2,3] then
R088 (value of removed debts)
Altogether, what is the total dollar value of debts that were removed that way?
RANGE settingfollowtype..settingfollowtype
if R088 = empty then
R089_Unf (Unfolding)
Thinking about the total dollar value of debts that were removed that way:
Was it more, about, or less than...
R089_Unf_Results := explode('~', R089_Unf)
End of if
End of if
R092 (anyone move out took assets or debts)
Is there anyone in your family living with you[ and your ^FLHWP] now who has joined the family since [January/February/March/April/May/June/July/August/September/October/November/December], [[]] and who had $5,000 or more in assets or debts at the time they joined the family?
1 Yes, had assets
2 Yes, had debts
3 Both assets and debts
5 No
if R092 in [1,3] then
R093 (value of added assets)
Altogether, what was the total dollar value of assets that were brought into the family in that way?
RANGE settingfollowtype..settingfollowtype
if R093 = empty then
R094_Unf (Unfolding)
Thinking about the total dollar value of assets that were brought into the family in that way:
Was it more, about, or less than...
R094_Unf_Results := explode('~', R094_Unf)
End of if
End of if
if R092 in [2,3] then
R097 (value of added debts)
Altogether, what was the total dollar value of debts that were brought into the family in that way?
RANGE 5000..settingfollowtype
if R097 = empty then
R098_Unf (Unfolding)
Thinking about the total dollar value of debts that were brought into the family in that way:
Was it more, about, or less than...
R098_Unf_Results := explode('~', R098_Unf)
End of if
End of if
R101 (how often assistance)
How often did you receive assistance with answers to the questions in this section?
1 Never
2 A few times
3 Most or all of the time
End of if
CS_001 (HOW PLEASANT INTERVIEW)
Could you tell us how interesting or uninteresting you found the questions in this survey?
1 Very interesting
2 Interesting
3 Neither interesting nor uninteresting
4 Uninteresting
5 Very uninteresting
CS_003 (comments)
Do you have any other comments on the survey? Please type these in the box below. (If you have no comments, please click next to complete this survey.)
STRING