Income (IN) Section


BOX_00A
=======

----------------------------------------------------
THE IN SECTION IS ASKED IN ROUNDS 3 AND 5 ONLY. IF
IT IS ROUND 1, 2, OR 4, CONTINUE TO THE NEXT
SECTION.
----------------------------------------------------

BOX_00A
=======

----------------------------------------------------
CONTEXT HEADER DISPLAY INSTRUCTIONS:
DISPLAY PERS.FULLNAME
----------------------------------------------------

IN01
====

For the next questions, it might be useful to have out some of
the family’s financial records, such as a copy of the family’s
tax forms or materials used to complete the tax form, such as
year end bank statements, financial summaries, pay stubs,
W-2 forms, and the like.

PRESS ENTER OR SELECT NEXT PAGE TO CONTINUE.

----------------------------------------------------
NOTE: FOR ALL DOLLAR AMOUNT RANGE CHECKS, ALLOW
THE ENTRY OF WHOLE DOLLAR AMOUNTS ONLY; DO NOT
COLLECT CENTS.
----------------------------------------------------

LOOP_01
=======

----------------------------------------------------
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER,
ASK BOX_00 - END_LP01
----------------------------------------------------

----------------------------------------------------
LOOP DEFINITION: LOOP_01 DETERMINES WHICH RU
MEMBERS HAVE FILED OR WILL FILE A FEDERAL INCOME
TAX FORM FOR THE CALENDAR YEAR. IF A JOINT RETURN
WAS OR WILL BE FILED, THE LOOP DETERMINES WHO IS
THE SECONDARY FILER. THIS LOOP CYCLES ON PERSONS
WHO MEET THE FOLLOWING CONDITION:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
----------------------------------------------------

BOX_00
======

----------------------------------------------------
IF PERSON BEING LOOPED ON IS FLAGGED AS
‘SECONDARY FILER ON JOINT FEDERAL TAX RETURN’, GO
TO END_LP01
----------------------------------------------------

----------------------------------------------------
OTHERWISE, CONTINUE WITH IN02
----------------------------------------------------

IN02
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

Has (PERSON) filed a {YEAR} Federal income tax return?

YES .................................... 1 {IN04}
NO ..................................... 2 {IN03}
REF ................................... -7 {IN03}
DK .................................... -8 {IN03}

HELP AVAILABLE FOR DEFINITION OF TAX RETURN.

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN03
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

Will (PERSON) file a {YEAR} Federal income tax return?

YES .................................... 1 {IN04}
NO ..................................... 2 {END_LP01}
REF ................................... -7 {END_LP01}
DK .................................... -8 {END_LP01}

HELP AVAILABLE FOR DEFINITION OF TAX RETURN.

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN04
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

What {was/will be} (PERSON)’s filing status ...

single; ................................ 1 {IN06}
married filing joint return; ........... 2 {IN05}
married filing separately; ............. 3 {IN06}
head of household with qualifying
person; or ........................... 4 {IN06}
qualifying widow(er) with dependent
children? ............................ 5 {IN06}
REF ................................... -7 {IN06}
DK .................................... -8 {IN06}

[Code One]

HELP AVAILABLE FOR DEFINITION OF RESPONSE CATEGORIES.

----------------------------------------------------
DISPLAY ‘was’ IF IN02 IS CODED ‘1’ (YES). DISPLAY
‘will be’ IF IN03 IS CODED ‘1’ (YES).
----------------------------------------------------

----------------------------------------------------
FLAG PERSON BEING LOOPED ON AS ‘PRIMARY FILER ON
FEDERAL TAX RETURN’.
----------------------------------------------------

IN05
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

Who is the other taxpayer that (PERSON) is filing jointly with?

[1. First Name, [Middle Name], Last name-65]
[2. First Name, [Middle Name], Last name-65]
[3. First Name, [Middle Name], Last name-65]

[Code One]

HELP AVAILABLE FOR DEFINITION OF ‘FILING JOINTLY’.

----------------------------------------------------
FLAG PERSON SELECTED AT IN05 AS ‘SECONDARY FILER
ON JOINT FEDERAL TAX RETURN’.
----------------------------------------------------

----------------------------------------------------
CONTINUE WITH IN06
----------------------------------------------------

----------------------------------------------------
ROSTER DETAILS:
TITLE: RU_MEMBERS_1

COL # 1 HEADER: NAME
INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,
AND LAST NAMES (PERS.FULLNAME)
----------------------------------------------------

----------------------------------------------------
ROSTER DEFINITION:
THIS ITEM DISPLAYS RU-MEMBERS-ROSTER FOR
SELECTION.
----------------------------------------------------

----------------------------------------------------
ROSTER BEHAVIOR:
1. SELECT ALLOWED.

2. MULTIPLE SELECT, ADD, DELETE, AND EDIT
DISALLOWED.

3. DISPLAY ‘PERSON NOT IN RU’ AS THE LAST ENTRY
ON THE ROSTER.
----------------------------------------------------

----------------------------------------------------
ROSTER FILTER:
DISPLAY ALL RU MEMBERS WHO MEET THE FOLLOWING
CONDITIONS:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
- PERSON IS NOT ALREADY FLAGGED AS A ‘PRIMARY
FILER ON FEDERAL TAX RETURN’
- PERSON IS NOT ALREADY FLAGGED AS A ‘SECONDARY
FILER ON FEDERAL TAX RETURN’
----------------------------------------------------

IN06
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

{Did/Will} (PERSON) claim any dependents on (PERSON)’s Federal tax
return?

YES .................................... 1 {IN07}
NO ..................................... 2 {IN09}
REF ................................... -7 {IN09}
DK .................................... -8 {IN09}

HELP AVAILABLE FOR DEFINITION OF DEPENDENTS.

----------------------------------------------------
DISPLAY ‘Did’ IF IN02 IS CODED ‘1’ (YES). DISPLAY
‘Will’ IF IN03 IS CODED ‘1’ (YES).
----------------------------------------------------

IN07
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

Who {is/will be} listed as (PERSON)’s dependents?

[1. First Name, [Middle Name], Last name-65]
[2. First Name, [Middle Name], Last name-65]
[3. First Name, [Middle Name], Last name-65]

[Code All That Apply]

----------------------------------------------------
DISPLAY ‘is’ IF IN02 IS CODED ‘1’ (YES). DISPLAY
‘will be’ IF IN03 IS CODED ‘1’ (YES).
----------------------------------------------------

----------------------------------------------------
CONTINUE WITH BOX_IN07
----------------------------------------------------

----------------------------------------------------
ROSTER DETAILS:
TITLE: RU_MEMBERS_1

COL # 1 HEADER: NAME
INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,
AND LAST NAMES (PERS.FULLNAME)
----------------------------------------------------

----------------------------------------------------
ROSTER DEFINITION:
THIS ITEM DISPLAYS RU-MEMBERS-ROSTER FOR
SELECTION.
----------------------------------------------------

----------------------------------------------------
ROSTER BEHAVIOR:
1. MULTIPLE SELECT ALLOWED.

2. ADD, DELETE, AND EDIT DISALLOWED.

3. DISPLAY ‘PERSON(S) NOT IN RU’ AS THE LAST ENTRY
ON THE ROSTER.
----------------------------------------------------

----------------------------------------------------
ROSTER FILTER:
DISPLAY ALL RU MEMBERS WHO MEET THE FOLLOWING
CONDITIONS:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
- PERSON IS NOT A JOINT FILER (I.E., PERSON WAS
NOT SELECTED AT IN05)
- PERSON IS NOT CURRENTLY BEING LOOPED ON.
----------------------------------------------------

BOX_IN07
========

----------------------------------------------------
IF ‘PERSON(S) NOT IN RU’ SELECTED AT IN07,
CONTINUE WITH IN08
----------------------------------------------------

----------------------------------------------------
OTHERWISE, GO TO IN09
----------------------------------------------------

IN08
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

How many of the dependents that are being claimed on (PERSON)’s
Federal income tax return live outside of this household?

[Enter Number of Dependents] ........... {IN09}
REF .................................... -7 {IN09}
DK ..................................... -8 {IN09}

HELP AVAILABLE FOR DEFINITION OF HOUSEHOLD.

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 1-10
----------------------------------------------------

IN09
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

{Did/Will} (PERSON) file on the long form 1040, the short
form 1040A, or the short form 1040EZ?

Long form 1040 ......................... 1 {IN10}
Short form 1040A ....................... 2 {IN17}
Short form 1040EZ ...................... 3 {END_LP01}
OTHER .................................. 91 {IN10}
REF .................................... -7 {END_LP01}
DK ..................................... -8 {END_LP01}

[Code One]

----------------------------------------------------
DISPLAY ‘Did’ IF IN02 IS CODED ‘1’ (YES). DISPLAY
‘Will’ IF IN03 IS CODED ‘1’ (YES).
----------------------------------------------------

IN10
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

{Did/Will} (PERSON) itemize deductions or take the standard
deduction?

Itemized Deductions .................... 1 {IN14}
Standard Deduction ..................... 2 {END_LP01}
REF .................................... -7 {END_LP01}
DK ..................................... -8 {END_LP01}

[Code One]

HELP AVAILABLE FOR DEFINITION OF ITEMIZED AND STANDARD
DEDUCTIONS.

----------------------------------------------------
DISPLAY ‘Did’ IF IN02 IS CODED ‘1’ (YES). DISPLAY
‘Will’ IF IN03 IS CODED ‘1’ (YES).
----------------------------------------------------

IN11
====
OMITTED.

IN12
====
OMITTED.

IN13
====
OMITTED.

IN14
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

About how much {was/will be} the total of all the itemized
deduction expenses?

[Enter $ Amount] ....................... {IN15}
REF .................................... -7 {IN15}
DK ..................................... -8 {IN15}

----------------------------------------------------
DISPLAY ‘was’ IF IN02 IS CODED ‘1’ (YES). DISPLAY
‘will be’ IF IN03 IS CODED ‘1’ (YES).
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS WITH
‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT
ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-200,000
----------------------------------------------------

IN15
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

{Did/Will} (PERSON) claim a deduction for health insurance premiums?

YES .................................... 1 {IN17}
NO ..................................... 2 {IN17}
NOT APPLICABLE ......................... 3 {IN17}
REF ................................... -7 {IN17}
DK .................................... -8 {IN17}

[Code One]

HELP AVAILABLE FOR DEFINITION OF HEALTH INSURANCE
DEDUCTION.

----------------------------------------------------
DISPLAY ‘Did’ IF IN02 IS CODED ‘1’ (YES). DISPLAY
‘Will’ IF IN03 IS CODED ‘1’ (YES).
----------------------------------------------------

IN16
====
OMITTED.

IN17
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

{Did/Will} (PERSON) receive earned income credits?

YES .................................... 1 {END_LP01}
NO ..................................... 2 {END_LP01}
NOT APPLICABLE ......................... 3 {END_LP01}
REF ................................... -7 {END_LP01}
DK .................................... -8 {END_LP01}

[Code One]

HELP AVAILABLE FOR DEFINITION OF EARNED INCOME CREDITS.

----------------------------------------------------
DISPLAY ‘Did’ IF IN02 IS CODED ‘1’ (YES). DISPLAY
‘Will’ IF IN03 IS CODED ‘1’ (YES).
----------------------------------------------------

END_LP01
========

----------------------------------------------------
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER WHO
MEETS THE CONDITIONS STATED IN THE LOOP DEFINITION
----------------------------------------------------

----------------------------------------------------
IF NO OTHER PERSONS MEET THE STATED CONDITIONS,
END LOOP_01 AND CONTINUE WITH LOOP_02
----------------------------------------------------

BOX_01
======
OMITTED.

LOOP_02
=======

----------------------------------------------------
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER,
ASK BOX_01A - END_LP02
----------------------------------------------------

----------------------------------------------------
LOOP DEFINITION: LOOP_02 COLLECTS INFORMATION
ON TAXABLE INCOME FOR EACH RU MEMBER WHO IS 16
YEARS OF AGE OR OLDER OR HAS FILED OR WILL FILE A
FEDERAL TAX RETURN FOR THIS CALENDAR YEAR. THIS
LOOP CYCLES ON EACH PERSON ON THE RU-MEMBERS-
ROSTER WHO MEETS THE FOLLOWING CONDITION:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
----------------------------------------------------

IN17A
=====
OMITTED.

BOX_01A
=======

----------------------------------------------------
IF PERSON BEING LOOPED ON IS FLAGGED AS A ‘PRIMARY
FILER ON FEDERAL TAX RETURN’, GO TO IN18
----------------------------------------------------

----------------------------------------------------
IF PERSON BEING LOOPED ON IS FLAGGED AS A
‘SECONDARY FILER ON A JOINT FEDERAL TAX RETURN’,
GO TO END_LP02
----------------------------------------------------

----------------------------------------------------
OTHERWISE (I.E., PERSON IS NOT FLAGGED AS EITHER
‘PRIMARY FILER ON FEDERAL TAX RETURN’ OR A
‘SECONDARY FILER ON A JOINT FEDERAL TAX RETURN’,
THAT IS, IN03 IS CODED ‘2’ (NO), ‘-7’ (REFUSED)
OR ‘-8’ (DON’T KNOW)), CONTINUE WITH BOX_01B
----------------------------------------------------

BOX_01B
=======

----------------------------------------------------
IF PERSON BEING LOOPED ON IS 16 YEARS OF AGE OR
OLDER (OR IN AGE CATEGORIES 4-9), CONTINUE WITH
IN18
----------------------------------------------------

----------------------------------------------------
OTHERWISE (I.E., PERSON IS LESS THAN 16 YEARS OF
AGE (OR IN AGE CATEGORIES 1-3) AND IN03 IS CODED
‘2’ (NO), ‘-7’ (REFUSED), OR ‘-8’ (DON’T KNOW)),
GO TO END_LP02
----------------------------------------------------

----------------------------------------------------
NOTE: THE PURPOSE OF BOX_01A AND BOX_01B IS TO
SKIP OUT PERSONS ALREADY FLAGGED AS SECONDARY
FILERS AND PERSONS YOUNGER THAN 16 YEARS OF AGE
WHO HAVE NOT ALREADY REPORTED THAT THEY HAVE FILED
OR WILL FILE A FEDERAL INCOME TAX RETURN.
----------------------------------------------------

----------------------------------------------------
NOTE: PERSONS REPORTING THAT THEY HAVE FILED OR
WILL FILE A 1040A SHORT FORM (IN09=2) OR A 1040EZ
FORM (IN09=3) RECEIVE THE WAGES, INTEREST,
DIVIDENDS, IRA, PENSIONS, UNEMPLOYMENT, AND SOCIAL
SECURITY TAXABLE INCOME ITEMS.

PERSONS REPORTING THAT THEY HAVE FILED OR WILL
FILE A 1040 LONG FORM, OTHER TYPE OF FORM, OR
REFUSED OR DON’T KNOW THE TYPE OF FORM (IN09=1,
91, -7, -8) RECEIVE ALL THE TAXABLE INCOME
QUESTIONS.

PERSONS REPORTING THAT THEY HAVE NOT AND WILL NOT
FILE ANY FEDERAL TAX RETURN (IN03=2, -7, -8) AND
ARE 16 YEARS OF AGE OR OLDER ALSO RECEIVE ALL THE
TAXABLE INCOME QUESTIONS.
----------------------------------------------------

IN18
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

{People get money from many different sources, such as wages and
salaries, social security, and interest on savings. The next few
questions ask about different sources of income that (READ NAME(S)
ABOVE) received in {YEAR}. It would be useful to have out any tax
materials that you may have.}

{Now let’s talk about (READ NAME(S) ABOVE).}

During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
wages or salary, tips, commissions, or bonuses?

[Enter $ Amount] ....................... {BOX_IN18}
REF .................................... -7 {IN19}
DK ..................................... -8 {IN18A}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

----------------------------------------------------
DISPLAY ‘People get money from many different
sources, such as wages and salaries, social
security, and interest on savings. The next few
questions ask about different sources of income
that (READ NAME(S) ABOVE) received in {YEAR}. It
would be useful to have out any tax materials that
you may have.’ IF FIRST CYCLE THROUGH LOOP_02.
OTHERWISE, USE NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
DISPLAY ‘Now let’s talk about (READ NAME(S)
ABOVE):’ IF NOT FIRST CYCLE THROUGH LOOP_02. IF
FIRST CYCLE THROUGH LOOP_02, USE A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-300,000
----------------------------------------------------

BOX_IN18
========

----------------------------------------------------
IF AMOUNT OTHER THAN ZERO ENTERED AT IN18 AND IN04
IS CODED ‘2’ (MARRIED FILING JOINT RETURN),
CONTINUE WITH IN18OV
----------------------------------------------------

----------------------------------------------------
OTHERWISE, GO TO IN19
----------------------------------------------------

IN18OV
======

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

What percentage of this amount was received by (PRIMARY FILER)?

[Enter Percent] ........................ {IN19}
REF .................................... -7 {IN19}
DK ..................................... -8 {IN19}

----------------------------------------------------
HARD CHECK:
RANGE CHECK: 0-100
----------------------------------------------------

IN18A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1.

Looking at this card, which range best estimates how much money
was received [from wages or salary, tips, commissions, or
bonuses in {YEAR}]?

1 - 5,000 ............................... 1 {IN19}
5,001 - 10,000 .......................... 2 {IN19}
10,001 - 15,000 ......................... 3 {IN19}
15,001 - 25,000 ......................... 4 {IN19}
25,001 - 50,000 ......................... 5 {IN19}
50,001 - 100,000 ........................ 6 {IN19}
100,001 OR MORE ......................... 7 {IN19}
REF .................................... -7 {IN19}
DK ..................................... -8 {IN19}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN19
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

During {YEAR}, how much did (READ NAME(S) ABOVE) receive in taxable
interest from savings accounts, bonds, NOW accounts, money market
accounts, or similar types of investments?

{IF NECESSARY, SAY: If any interest from a joint account, include
only the amount that would be (READ NAME(S) ABOVE)’s portion.}

[Enter $ Amount] ....................... {IN20}
REF .................................... -7 {IN20}
DK ..................................... -8 {IN19A}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

----------------------------------------------------
DISPLAY ‘IF NECESSARY, SAY ... ABOVE).’ IF IN04
IS NOT CODED ‘2’ (MARRIED, FILING JOINT RETURN)
OR IF IN04 WAS NOT ASKED. IF IN04 IS CODED ‘2’
(MARRIED, FILING JOINT RETURN), USE A NULL
DISPLAY.
----------------------------------------------------

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-100,000
----------------------------------------------------

BOX_IN19
========
OMITTED.

IN19OV
======
OMITTED.

IN19A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was received [in interest from savings accounts, bonds, NOW
accounts, money market accounts, or similar types of
investments in {YEAR}]?

1 - 100 ................................. 1 {IN20}
101 - 500 ............................... 2 {IN20}
501 - 1,000 ............................. 3 {IN20}
1,001 - 5,000 ........................... 4 {IN20}
5,001 - 15,000 .......................... 5 {IN20}
15,001 OR MORE .......................... 6 {IN20}
REF .................................... -7 {IN20}
DK ..................................... -8 {IN20}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN19B
=====
OMITTED.

BOX_02
======
OMITTED.

IN20
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
dividends?

{IF NECESSARY, SAY: If any dividends from a joint source, include
only the amount that would be (READ NAME(S) ABOVE)’s portion.}

[Enter $ Amount] ....................... {BOX_02A}
REF .................................... -7 {BOX_02A}
DK ..................................... -8 {IN20A}

HELP AVAILABLE FOR DEFINITION OF DIVIDENDS.

----------------------------------------------------
DISPLAY ‘IF NECESSARY, SAY ... portion.’ IF IN04
IS NOT CODED ‘2’ (MARRIED, FILING JOINT RETURN)
OR IF IN04 WAS NOT ASKED. IF IN04 IS CODED ‘2’
(MARRIED, FILING JOINT RETURN), USE A NULL
DISPLAY.
----------------------------------------------------

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: $0-$100,000
----------------------------------------------------

IN20A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was received [from dividends in {YEAR}]?

1 - 100 ................................. 1 {BOX_02A}
101 - 500 ............................... 2 {BOX_02A}
501 - 1,000 ............................. 3 {BOX_02A}
1,001 - 5,000 ........................... 4 {BOX_02A}
5,001 - 15,000 .......................... 5 {BOX_02A}
15,001 OR MORE .......................... 6 {BOX_02A}
REF .................................... -7 {BOX_02A}
DK ..................................... -8 {BOX_02A}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

BOX_02A
=======

----------------------------------------------------
IF IN09 IS CODED ‘2’ (SHORT FORM 1040A), OR ‘3’
(SHORT FORM 1040EZ) GO TO IN25
----------------------------------------------------

----------------------------------------------------
OTHERWISE, CONTINUE WITH IN21
----------------------------------------------------

IN21
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
refunds of state or local income taxes?

{IF NECESSARY, SAY: If any money from a joint return, include
only the amount that would be (READ NAME(S) ABOVE)’s portion.}

[Enter $ Amount] ....................... {IN22}
REF .................................... -7 {IN22}
DK ..................................... -8 {IN21A}

HELP AVAILABLE FOR DEFINITION OF INCOME TAX REFUNDS.

----------------------------------------------------
DISPLAY ‘IF NECESSARY, SAY ... ABOVE).’ IF IN04
IS NOT CODED ‘2’ (MARRIED, FILING JOINT RETURN)
OR IF IN04 WAS NOT ASKED. IF IN04 IS CODED ‘2’
(MARRIED, FILING JOINT RETURN), USE A NULL
DISPLAY.
----------------------------------------------------

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-100,000
----------------------------------------------------

IN21A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was received [from refunds of state or local taxes in {YEAR}]?

1 - 100 ................................. 1 {IN22}
101 - 500 ............................... 2 {IN22}
501 - 1,000 ............................. 3 {IN22}
1,001 - 5,000 ........................... 4 {IN22}
5,001 - 15,000 .......................... 5 {IN22}
15,001 OR MORE .......................... 6 {IN22}
REF .................................... -7 {IN22}
DK ..................................... -8 {IN22}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN22
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
alimony?

[Enter $ Amount] ....................... {IN23}
REF .................................... -7 {IN23}
DK ..................................... -8 {IN22A}

HELP AVAILABLE FOR DEFINITION OF ALIMONY.

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-100,000
----------------------------------------------------

IN22A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was received [from alimony in {YEAR}]?

1 - 100 ................................. 1 {IN23}
101 - 500 ............................... 2 {IN23}
501 - 1,000 ............................. 3 {IN23}
1,001 - 5,000 ........................... 4 {IN23}
5,001 - 15,000 .......................... 5 {IN23}
15,001 OR MORE .......................... 6 {IN23}
REF .................................... -7 {IN23}
DK ..................................... -8 {IN23}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN23
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

During {YEAR}, how much money did (READ NAME(S) ABOVE) earn or lose
from (his/her/their) own farm or non-farm business or practice?

{IF NECESSARY, SAY: If any money from a shared business, include
only the amount that would be (READ NAME(S) ABOVE)’s portion.}

[Enter $ Amount] ....................... {BOX_IN23}
REF .................................... -7 {IN24}
DK ..................................... -8 {IN23A}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

----------------------------------------------------
DISPLAY ‘IF NECESSARY, SAY ... ABOVE).’ IF IN04
IS NOT CODED ‘2’ (MARRIED, FILING JOINT RETURN)
OR IF IN04 WAS NOT ASKED. IF IN04 IS CODED ‘2’
(MARRIED, FILING JOINT RETURN), USE A NULL
DISPLAY.
----------------------------------------------------

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-300,000
----------------------------------------------------

BOX_IN23
========

----------------------------------------------------
IF AMOUNT OTHER THAN ZERO ENTERED AT IN23,
CONTINUE WITH IN23OV1
----------------------------------------------------

----------------------------------------------------
OTHERWISE, GO TO IN24
----------------------------------------------------

IN23OV1
=======

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

INTERVIEWER: WAS THE AMOUNT ENTERED EARNINGS OR LOSS?

EARNINGS ............................... 1 {BOX_IN23OV1}
LOSS ................................... 2 {BOX_IN23OV1}

[Code One]

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

BOX_IN23OV1
===========

----------------------------------------------------
IF IN04 IS CODED ‘2’ (MARRIED FILING JOINT
RETURN), CONTINUE WITH IN23OV2
----------------------------------------------------

----------------------------------------------------
OTHERWISE, GO TO IN24
----------------------------------------------------

IN23OV2
=======

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

What percentage of this amount was {received/lost} by
(PRIMARY FILER)?

[Enter Percent] ........................ {IN24}
REF .................................... -7 {IN24}
DK ..................................... -8 {IN24}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

----------------------------------------------------
IF IN23OV1 IS CODED ‘1’ (EARNINGS), DISPLAY
‘received’. IF IN23OV1 IS CODED ‘2’ (LOSS),
DISPLAY ‘lost’.
----------------------------------------------------

----------------------------------------------------
HARD CHECK:
RANGE CHECK: 0-100
----------------------------------------------------

IN23A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was earned or lost [from (his/her/their) own farm or non-farm
business or practice in {YEAR}]?

1 - 100 ................................. 1 {IN23AOV}
101 - 500 ............................... 2 {IN23AOV}
501 - 1,000 ............................. 3 {IN23AOV}
1,001 - 5,000 ........................... 4 {IN23AOV}
5,001 - 15,000 .......................... 5 {IN23AOV}
15,001 OR MORE .......................... 6 {IN23AOV}
REF .................................... -7 {IN24}
DK ..................................... -8 {IN24}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN23AOV
=======

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT
EARNINGS OR LOSS?

EARNINGS ............................... 1 {IN24}
LOSS ................................... 2 {IN24}

[Code One]

IN24
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

During {YEAR}, how much money was (READ NAME(S) ABOVE)’s net gain or
net loss from the sale of property or other assets, including the
sale of (his/her/their) home, if it was taxable?

{IF NECESSARY, SAY: If any money from a shared property or other
asset, include only the amount that would be (READ NAME(S) ABOVE)’s
portion.}

[Enter $ Amount] ....................... {BOX_IN24}
REF .................................... -7 {IN25}
DK ..................................... -8 {IN24A}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

----------------------------------------------------
DISPLAY ‘IF NECESSARY, SAY ... ABOVE).’ IF IN04
IS NOT CODED ‘2’ (MARRIED, FILING JOINT RETURN)
OR IF IN04 WAS NOT ASKED. IF IN04 IS CODED ‘2’
(MARRIED, FILING JOINT RETURN), USE A NULL
DISPLAY.
----------------------------------------------------

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-300,000
----------------------------------------------------

BOX_IN24
========

----------------------------------------------------
IF AMOUNT OTHER THAN ZERO ENTERED AT IN24,
CONTINUE WITH IN24OV
----------------------------------------------------

----------------------------------------------------
OTHERWISE, GO TO IN25
----------------------------------------------------

IN24OV
======

INTERVIEWER: WAS THE AMOUNT ENTERED A NET GAIN OR A
NET LOSS?

NET GAIN ............................... 1 {IN25}
NET LOSS ............................... 2 {IN25}

[Code One]

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

IN24A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was earned or lost [from the sale of property or other assets,
including the sale of (his/her/their) home, if it was taxable,
in {YEAR}]?

1 - 100 ................................. 1 {IN24AOV}
101 - 500 ............................... 2 {IN24AOV}
501 - 1,000 ............................. 3 {IN24AOV}
1,001 - 5,000 ........................... 4 {IN24AOV}
5,001 - 15,000 .......................... 5 {IN24AOV}
15,001 OR MORE .......................... 6 {IN24AOV}
REF .................................... -7 {IN25}
DK ..................................... -8 {IN25}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN24AOV
=======

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT
NET GAIN OR NET LOSS?

NET GAIN ............................... 1 {IN25}
NET LOSS ............................... 2 {IN25}

[Code One]

IN25
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
payments from Individual Retirement Accounts, that is, IRA, Keogh,
or 401K accounts?

[Enter $ Amount] ....................... {IN26}
REF .................................... -7 {IN26}
DK ..................................... -8 {IN25A}

HELP AVAILABLE FOR DEFINITION OF IRA.

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-100,000
----------------------------------------------------

BOX_IN25
========
OMITTED.

IN25OV
======
OMITTED.

IN25A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was received [from payments from IRA, Keogh, and 401K accounts
in {YEAR}]?

1 - 100 ................................. 1 {IN26}
101 - 500 ............................... 2 {IN26}
501 - 1,000 ............................. 3 {IN26}
1,001 - 5,000 ........................... 4 {IN26}
5,001 - 15,000 .......................... 5 {IN26}
15,001 OR MORE .......................... 6 {IN26}
REF .................................... -7 {IN26}
DK ..................................... -8 {IN26}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN26
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
private pensions, military retirement, other Federal government
employee pensions, state or local government employee pensions,
or annuities?

[Enter $ Amount] ....................... {BOX_02B}
REF .................................... -7 {BOX_02B}
DK ..................................... -8 {IN27}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-300,000
----------------------------------------------------

IN27
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1.

Looking at this card, which range best estimates how much money
was received [from private pensions, military retirement, other
Federal government employee pensions, state or local government
employee pensions, or annuities in {YEAR}]?

1 - 5,000 ............................... 1 {BOX_02B}
5,001 - 10,000 .......................... 2 {BOX_02B}
10,001 - 15,000 ......................... 3 {BOX_02B}
15,001 - 25,000 ......................... 4 {BOX_02B}
25,001 - 50,000 ......................... 5 {BOX_02B}
50,001 - 100,000 ........................ 6 {BOX_02B}
100,001 OR MORE ......................... 7 {BOX_02B}
REF .................................... -7 {BOX_02B}
DK ..................................... -8 {BOX_02B}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

BOX_02B
=======

----------------------------------------------------
IF IN09 IS CODED ‘2’ (SHORT FORM 1040A) OR ‘3’
(SHORT FORM 1040EZ), GO TO IN30
----------------------------------------------------

----------------------------------------------------
OTHERWISE, CONTINUE WITH IN28
----------------------------------------------------

IN28
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

During {YEAR}, how much money did (READ NAME(S) ABOVE) receive as a
net gain or loss from estates or trusts, partnerships,
S corporations, royalties, or from rental income?

{IF NECESSARY, SAY: If any money from a joint venture, include
only the amount that would be (READ NAME(S) ABOVE)’s portion.}

[Enter $ Amount] ....................... {BOX_IN28}
REF .................................... -7 {IN30}
DK ..................................... -8 {IN28A}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

----------------------------------------------------
DISPLAY ‘IF NECESSARY, SAY ... ABOVE).’ IF IN04
IS NOT CODED ‘2’ (MARRIED, FILING JOINT RETURN)
OR IF IN04 WAS NOT ASKED. IF IN04 IS CODED ‘2’
(MARRIED, FILING JOINT RETURN), USE A NULL
DISPLAY.
----------------------------------------------------

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-300,000
----------------------------------------------------

BOX_IN28
========

----------------------------------------------------
IF AMOUNT OTHER THAN ZERO ENTERED AT IN28,
CONTINUE WITH IN28OV
----------------------------------------------------

----------------------------------------------------
OTHERWISE, GO TO IN30
----------------------------------------------------

IN28OV
======

INTERVIEWER: WAS THE AMOUNT ENTERED A NET GAIN OR A
NET LOSS?

NET GAIN ............................... 1 {IN30}
NET LOSS ............................... 2 {IN30}

[Code One]

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

IN28A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was earned or lost [from estates or trusts, partnerships,
S corporations, royalties, or from rental income in {YEAR}]?

1 - 100 ................................. 1 {IN28AOV1}
101 - 500 ............................... 2 {IN28AOV1}
501 - 1,000 ............................. 3 {IN28AOV1}
1,001 - 5,000 ........................... 4 {IN28AOV1}
5,001 - 15,000 .......................... 5 {IN28AOV1}
15,001 OR MORE .......................... 6 {IN28AOV1}
REF .................................... -7 {IN30}
DK ..................................... -8 {IN30}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN28AOV1
========

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT
NET GAIN OR NET LOSS?

NET GAIN ............................... 1 {IN30}
NET LOSS ............................... 2 {IN30}

[Code One]

IN29
====
OMITTED.

BOX_IN29
========
OMITTED.

IN29OV1
=======
OMITTED.

BOX_IN29OV1
===========
OMITTED.

IN29OV2
=======
OMITTED.

IN29A
=====
OMITTED.

IN29AOV
=======
OMITTED.

IN30
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
unemployment compensation?

[Enter $ Amount] ....................... {IN31}
REF .................................... -7 {IN31}
DK ..................................... -8 {IN30A}

HELP AVAILABLE FOR DEFINITION OF UNEMPLOYMENT COMPENSATION.

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-100,000
----------------------------------------------------

BOX_IN30
========
OMITTED.

IN30OV
======
OMITTED.

IN30A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was received [from unemployment compensation in {YEAR}]?

1 - 100 ................................. 1 {IN31}
101 - 500 ............................... 2 {IN31}
501 - 1,000 ............................. 3 {IN31}
1,001 - 5,000 ........................... 4 {IN31}
5,001 - 15,000 .......................... 5 {IN31}
15,001 OR MORE .......................... 6 {IN31}
REF .................................... -7 {IN31}
DK ..................................... -8 {IN31}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

BOX_03
======
OMITTED.

IN31
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
Social Security and equivalent tier 1 Railroad Retirement benefits?

[Enter $ Amount] ....................... {END_LP02}
REF .................................... -7 {END_LP02}
DK ..................................... -8 {IN32}

HELP AVAILABLE FOR DEFINITION OF SOCIAL SECURITY.

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-100,000
----------------------------------------------------

BOX_IN31
========
OMITTED.

IN31OV
======
OMITTED.

IN32
====

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}

SHOW CARD IN-1.

Looking at this card, which range best estimates how much money
was received [from Social Security and equivalent tier 1
Railroad Retirement benefits in {YEAR}]?

1 - 5,000 ............................... 1 {END_LP02}
5,001 - 10,000 .......................... 2 {END_LP02}
10,001 - 15,000 ......................... 3 {END_LP02}
15,001 - 25,000 ......................... 4 {END_LP02}
25,001 - 50,000 ......................... 5 {END_LP02}
50,001 - 100,000 ........................ 6 {END_LP02}
100,001 OR MORE ......................... 7 {END_LP02}
REF .................................... -7 {END_LP02}
DK ..................................... -8 {END_LP02}

[Code One]

----------------------------------------------------
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE
PERSON’S NAME SELECTED AT IN05 DURING LOOP_01 FOR
THE PRIMARY FILER CURRENTLY BEING ASKED ABOUT. IF
IN05 WAS NOT ASKED IN LOOP_01 FOR THIS PERSON, USE
A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN33
====
OMITTED.

BOX_IN33
========
OMITTED.

IN33OV
======
OMITTED.

END_LP02
========

----------------------------------------------------
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER
THAT MEETS THE CONDITIONS STATED IN THE LOOP
DEFINITION.
----------------------------------------------------

----------------------------------------------------
IF NO OTHER PERSONS MEET THE STATED CONDITIONS,
END LOOP_02 AND CONTINUE WITH IN34
----------------------------------------------------

IN34
====

During {YEAR}, did anyone in the family receive Worker’s
Compensation?

YES .................................... 1
NO ..................................... 2 {IN37}
REF ................................... -7 {IN37}
DK .................................... -8 {IN37}

HELP AVAILABLE FOR DEFINITION OF WORKER’S COMPENSATION.

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU,
AUTOMATICALLY CODE PERSON AS ‘RECEIVED WORKER’S
COMPENSATION’ AT IN35 AND GO TO LOOP_03
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A MULTI-PERSON RU,
CONTINUE WITH IN35
----------------------------------------------------

IN35
====

Who received Worker’s Compensation in {YEAR}?

PROBE: Anyone else receive Worker’s Compensation in {YEAR}?

[1. First Name, [Middle Name], Last name-65]
[2. First Name, [Middle Name], Last name-65]
[3. First Name, [Middle Name], Last name-65]

[Code All That Apply]

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
CONTINUE WITH LOOP_03
----------------------------------------------------

----------------------------------------------------
ROSTER DETAILS:
TITLE: RU_MEMBERS_1

COL # 1 HEADER: NAME
INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,
AND LAST NAMES (PERS.FULLNAME)
----------------------------------------------------

----------------------------------------------------
ROSTER DEFINITION:
THIS ITEM DISPLAYS RU-MEMBERS-ROSTER FOR
SELECTION.
----------------------------------------------------

----------------------------------------------------
ROSTER BEHAVIOR:
1. MULTIPLE SELECT ALLOWED.

2. ADD, DELETE, AND EDIT DISALLOWED.
----------------------------------------------------

----------------------------------------------------
ROSTER FILTER:
DISPLAY ALL RU MEMBERS WHO MEET THE FOLLOWING
CONDITION:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED MEMBERS)
----------------------------------------------------

LOOP_03
=======

----------------------------------------------------
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER,
ASK IN36 - END_LP03
----------------------------------------------------

----------------------------------------------------
LOOP DEFINITION: LOOP_03 DETERMINES HOW MUCH
MONEY WAS RECEIVED FROM WORKER’S COMPENSATION FOR
RU MEMBERS WHO RECEIVED WORKER’S COMPENSATION IN
THE CALENDAR YEAR. THIS LOOP CYCLES ON EACH
PERSON ON THE RU-MEMBERS-ROSTER WHO MEETS THE
FOLLOWING CONDITIONS:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
- PERSON RECEIVED WORKER’S COMPENSATION IN THE
CALENDAR YEAR (SELECTED AT IN35)
----------------------------------------------------

IN36
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

How much money did (PERSON) receive from Worker’s Compensation
[in {YEAR}]?

[Enter $ Amount] ....................... {END_LP03}
REF .................................... -7 {END_LP03}
DK ..................................... -8 {IN36A}

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-50,000
----------------------------------------------------

IN36A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was received [from Worker’s Compensation in {YEAR}]?

1 - 100 ................................. 1 {END_LP03}
101 - 500 ............................... 2 {END_LP03}
501 - 1,000 ............................. 3 {END_LP03}
1,001 - 5,000 ........................... 4 {END_LP03}
5,001 - 15,000 .......................... 5 {END_LP03}
15,001 OR MORE .......................... 6 {END_LP03}
REF .................................... -7 {END_LP03}
DK ..................................... -8 {END_LP03}

[Code One]

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

END_LP03
========

----------------------------------------------------
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER
THAT MEETS THE CONDITIONS STATED IN THE LOOP
DEFINITION.
----------------------------------------------------

----------------------------------------------------
IF NO OTHER PERSONS MEET THE STATED CONDITIONS,
END LOOP_03 AND CONTINUE WITH IN37
----------------------------------------------------

IN37
====

During {YEAR}, did anyone in the family receive Supplemental
Security Income, also known as S.S.I.?

YES .................................... 1
NO ..................................... 2 {IN41}
REF ................................... -7 {IN41}
DK .................................... -8 {IN41}

HELP AVAILABLE FOR DEFINITION OF S.S.I.

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU,
AUTOMATICALLY CODE PERSON AS ‘RECEIVED S.S.I.’ AT
IN38 AND GO TO LOOP_04
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A MULTI-PERSON RU,
CONTINUE WITH IN38
----------------------------------------------------

IN38
====

Who received Supplemental Security Income in {YEAR}?

PROBE: Anyone else receive S.S.I. in {YEAR}?

[1. First Name, [Middle Name], Last name-65]
[2. First Name, [Middle Name], Last name-65]
[3. First Name, [Middle Name], Last name-65]

[Code All That Apply]

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
CONTINUE WITH LOOP_04
----------------------------------------------------

----------------------------------------------------
ROSTER DETAILS:
TITLE: RU_MEMBERS_1

COL # 1 HEADER: NAME
INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,
AND LAST NAMES (PERS.FULLNAME)
----------------------------------------------------

----------------------------------------------------
ROSTER DEFINITION:
THIS ITEM DISPLAYS RU-MEMBERS-ROSTER FOR
SELECTION.
----------------------------------------------------

----------------------------------------------------
ROSTER BEHAVIOR:
1. MULTIPLE SELECT ALLOWED.

2. ADD, DELETE, AND EDIT DISALLOWED.
----------------------------------------------------

----------------------------------------------------
ROSTER FILTER:
DISPLAY ALL RU MEMBERS WHO MEET THE FOLLOWING
CONDITION:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
----------------------------------------------------

LOOP_04
=======

----------------------------------------------------
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER,
ASK BOX_03A - END_LP04
----------------------------------------------------

----------------------------------------------------
LOOP DEFINITION: LOOP_04 DETERMINES HOW MUCH
MONEY WAS RECEIVED FROM SUPPLEMENTAL SECURITY
INCOME (S.S.I) FOR RU MEMBERS WHO RECEIVED S.S.I.
IN THE CALENDAR YEAR. THIS LOOP CYCLES ON EACH
PERSON ON THE RU-MEMBERS-ROSTER WHO MEETS THE
FOLLOWING CONDITIONS:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
- PERSON RECEIVED SUPPLEMENTAL SECURITY INCOME IN
THE CALENDAR YEAR (SELECTED AT IN38)
----------------------------------------------------

BOX_03A
=======

----------------------------------------------------
IF PERSON IS LESS THAN 65 YEARS OLD OR IN AGE
CATEGORIES 1-8, CONTINUE WITH IN39
----------------------------------------------------

----------------------------------------------------
OTHERWISE, GO TO IN40A
----------------------------------------------------

IN39
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

Did (PERSON) receive money from Supplemental Security Income
because of (PERSON)’s own disability or for some other reason?

DISABILITY .............................. 1 {IN40A}
SOME OTHER REASON ....................... 2 {IN40A}
REF .................................... -7 {IN40A}
DK ..................................... -8 {IN40A}

[Code One]

IN40A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

For how many months in {YEAR} did (PERSON) receive money from
Supplemental Security Income?

[Enter Number of Months] ................ {IN40B}
REF .................................... -7 {IN40B}
DK ..................................... -8 {IN40B}

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
HARD CHECK:
RANGE CHECK: 1-12
----------------------------------------------------

IN40B
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

On average, how much money did (PERSON) get per month [from
Supplemental Security Income in {YEAR}]?

[Enter $ Amount] ........................ {END_LP04}
REF .................................... -7 {END_LP04}
DK ..................................... -8 {IN40C}

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-50,000
----------------------------------------------------

IN40C
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

SHOW CARD IN-2.

Looking at this card, which range best estimates how much money
was received per month [from Supplemental Security Income in
{YEAR}]?

1 - 250 ................................. 1 {END_LP04}
251 - 500 ............................... 2 {END_LP04}
501 - 750 ............................... 3 {END_LP04}
751 - 1,000 ............................. 4 {END_LP04}
1,001 OR MORE ........................... 5 {END_LP04}
REF .................................... -7 {END_LP04}
DK ..................................... -8 {END_LP04}

[Code One]

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

END_LP04
========

----------------------------------------------------
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER
THAT MEETS THE CONDITIONS STATED IN THE LOOP
DEFINITION.
----------------------------------------------------

----------------------------------------------------
IF NO OTHER PERSONS MEET THE STATED CONDITIONS,
END LOOP_04 AND CONTINUE WITH IN41
----------------------------------------------------

IN41
====

{SHOW CARD IN-2A.}

During {YEAR}, did anyone in the family receive any money from
public assistance, such as Temporary Assistance for Needy
Families, also known as TANF {or the program(s) listed on this
card}, or general assistance?

YES .................................... 1
NO ..................................... 2 {IN46}
REF ................................... -7 {IN46}
DK .................................... -8 {IN46}

HELP AVAILABLE FOR DEFINITION OF PUBLIC ASSISTANCE.

----------------------------------------------------
DISPLAY ‘SHOW CARD IN-2A.’ AND ‘or the program(s)
listed on this card’ IF INTERVIEW STATE IS NOT DC,
GA, IL, MS, NV, OK, SD. OTHERWISE (I.E.,
INTERVIEW STATE IS: DC, GA, IL, MS, NV, OK, SD),
USE A NULL DISPLAY.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU,
AUTOMATICALLY CODE PERSON AS ‘RECEIVED PUBLIC
ASSISTANCE’ AT IN42 AND GO TO LOOP_05
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A MULTI-PERSON RU,
CONTINUE WITH IN42
----------------------------------------------------

IN42
====

Whose name was on the checks?

PROBE: Does anyone else receive a check from public
assistance in their name?

[1. First Name, [Middle Name], Last name-65]
[2. First Name, [Middle Name], Last name-65]
[3. First Name, [Middle Name], Last name-65]

[Code All That Apply]

----------------------------------------------------
CONTINUE WITH LOOP_05
----------------------------------------------------

----------------------------------------------------
ROSTER DETAILS:
TITLE: RU_MEMBERS_1

COL # 1 HEADER: NAME
INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,
AND LAST NAMES (PERS.FULLNAME)
----------------------------------------------------

----------------------------------------------------
ROSTER DEFINITION:
THIS ITEM DISPLAYS RU-MEMBERS-ROSTER FOR
SELECTION.
----------------------------------------------------

----------------------------------------------------
ROSTER BEHAVIOR:
1. MULTIPLE SELECT ALLOWED.

2. ADD, DELETE, AND EDIT DISALLOWED.
----------------------------------------------------

----------------------------------------------------
ROSTER FILTER:
DISPLAY ALL RU MEMBERS WHO MEET THE FOLLOWING
CONDITION:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
----------------------------------------------------

LOOP_05
=======

----------------------------------------------------
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER,
ASK IN43 - END_LP05
----------------------------------------------------

----------------------------------------------------
LOOP DEFINITION: LOOP_05 DETERMINES WHO WAS
COVERED BY PUBLIC ASSISTANCE, WHETHER ANY OF THE
CHECKS INCLUDED MONEY FROM TANF AND HOW MUCH WAS
RECEIVED PER MONTH. THIS LOOP CYCLES ON EACH
PERSON ON THE RU-MEMBERS-ROSTER WHO MEETS THE
FOLLOWING CONDITIONS:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
- PERSON’S NAME WAS ON THE PUBLIC ASSISTANCE
CHECKS (SELECTED AT IN42)
----------------------------------------------------

IN43
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

Sometimes checks from public assistance cover more than one person
in the family, even though only one person’s name is on the check.

Who is covered by (PERSON)’s checks from public assistance?

PROBE: Did (PERSON)’s checks cover anyone else?

[1. First Name, [Middle Name], Last name-65]
[2. First Name, [Middle Name], Last name-65]
[3. First Name, [Middle Name], Last name-65]

[Code All That Apply]

----------------------------------------------------
CONTINUE WITH IN44
----------------------------------------------------

----------------------------------------------------
ROSTER DETAILS:
TITLE: RU_MEMBERS_1

COL # 1 HEADER: NAME
INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,
AND LAST NAMES (PERS.FULLNAME)
----------------------------------------------------

----------------------------------------------------
ROSTER DEFINITION:
THIS ITEM DISPLAYS RU-MEMBERS-ROSTER FOR
SELECTION.
----------------------------------------------------

----------------------------------------------------
ROSTER BEHAVIOR:
1. MULTIPLE SELECT ALLOWED.

2. ADD, DELETE, AND EDIT DISALLOWED.

3. DISPLAY ‘PERSON NOT IN RU’ AS THE 2ND TO LAST
ENTRY ON THE ROSTER.

4. DISPLAY ‘CHECK ONLY COVERS (PERSON) IN HEADER’
AS THE LAST ENTRY ON THE ROSTER.
----------------------------------------------------

----------------------------------------------------
ROSTER FILTER:
DISPLAY ALL RU MEMBERS WHO MEET THE FOLLOWING
CONDITIONS:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
- PERSON IS NOT SELECTED AS RECEIVING HIS OWN
PUBLIC ASSISTANCE CHECKS; THAT IS PERSON WAS NOT
SELECTED AT IN42
----------------------------------------------------

IN44
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

{SHOW CARD IN-2A.}

Did any of (PERSON)’s checks include money from Temporary
Assistance for Needy Families, also known as TANF {or the
program(s) listed on this card}?

YES .................................... 1 {IN45A}
NO ..................................... 2 {IN45A}
REF ................................... -7 {IN45A}
DK .................................... -8 {IN45A}

HELP AVAILABLE FOR DEFINITION OF TANF.

----------------------------------------------------
DISPLAY ‘SHOW CARD IN-2A.’ AND ‘or the program(s)
listed on this card’ IF INTERVIEW STATE IS NOT DC,
GA, IL, MS, NV, OK, SD. OTHERWISE, (IF INTERVIEW
STATE IS DC, GA, IL, MS, NV, OK, SD) USE A NULL
DISPLAY.
----------------------------------------------------

IN45A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

For how many months in {YEAR} did (PERSON) receive checks from
public assistance?

[Enter Number of Months] ................ {IN45B}
REF .................................... -7 {IN45B}
DK ..................................... -8 {IN45B}

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
HARD CHECK:
RANGE CHECK: 1-12
----------------------------------------------------

IN45B
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

On average, how much money did (PERSON) get per month [from
public assistance in {YEAR}]?

[Enter $ Amount] ........................ {END_LP05}
REF .................................... -7 {END_LP05}
DK ..................................... -8 {IN45C}

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-50,000
----------------------------------------------------

IN45C
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

SHOW CARD IN-2.

Looking at this card, which range best estimates how much money
was received per month [from public assistance in {YEAR}]?

1 - 250 ................................. 1 {END_LP05}
251 - 500 ............................... 2 {END_LP05}
501 - 750 ............................... 3 {END_LP05}
751 - 1,000 ............................. 4 {END_LP05}
1,001 OR MORE ........................... 5 {END_LP05}
REF .................................... -7 {END_LP05}
DK ..................................... -8 {END_LP05}

[Code One]

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

END_LP05
========

----------------------------------------------------
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER
THAT MEETS THE CONDITIONS STATED IN THE LOOP
DEFINITION.
----------------------------------------------------

----------------------------------------------------
IF NO OTHER PERSONS MEET THE STATED CONDITIONS,
END LOOP_05 AND CONTINUE WITH IN46
----------------------------------------------------

IN46
====

During {YEAR}, did anyone in the family receive any money from
child support?

YES .................................... 1
NO ..................................... 2 {IN49}
REF ................................... -7 {IN49}
DK .................................... -8 {IN49}

HELP AVAILABLE FOR DEFINITION OF CHILD SUPPORT.

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU,
AUTOMATICALLY CODE PERSON AS ‘RECEIVED CHILD
SUPPORT’ AT IN47 AND GO TO LOOP_06
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A MULTI-PERSON RU,
CONTINUE WITH IN47
----------------------------------------------------

IN47
====

Who received child support in {YEAR}?

PROBE: Anyone else receive child support in {YEAR}?

[1. First Name, [Middle Name], Last name-65]
[2. First Name, [Middle Name], Last name-65]
[3. First Name, [Middle Name], Last name-65]

[Code All That Apply]

HELP AVAILABLE FOR DESCRIPTION OF WHO TO INCLUDE.

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
CONTINUE WITH LOOP_06
----------------------------------------------------

----------------------------------------------------
ROSTER DETAILS:
TITLE: RU_MEMBERS_1

COL # 1 HEADER: NAME
INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,
AND LAST NAMES (PERS.FULLNAME)
----------------------------------------------------

----------------------------------------------------
ROSTER DEFINITION:
THIS ITEM DISPLAYS RU-MEMBERS-ROSTER FOR
SELECTION.
----------------------------------------------------

----------------------------------------------------
ROSTER BEHAVIOR:
1. MULTIPLE SELECT ALLOWED.

2. ADD, DELETE, AND EDIT DISALLOWED.
----------------------------------------------------

----------------------------------------------------
ROSTER FILTER:
DISPLAY ALL RU MEMBERS WHO MEET THE FOLLOWING
CONDITION:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
----------------------------------------------------

LOOP_06
=======

----------------------------------------------------
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER,
ASK IN48A - END_LP06
----------------------------------------------------

----------------------------------------------------
LOOP DEFINITION: LOOP_06 DETERMINES HOW MUCH
MONEY WAS RECEIVED FROM CHILD SUPPORT FOR RU
MEMBERS WHO RECEIVED CHILD SUPPORT IN CALENDAR
YEAR. THIS LOOP CYCLES ON EACH PERSON ON THE RU-
MEMBERS-ROSTER WHO MEETS THE FOLLOWING CONDITIONS:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
- PERSON RECEIVED CHILD SUPPORT IN CALENDAR YEAR
(SELECTED AT IN47)
----------------------------------------------------

IN48A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

For how many months in {YEAR} did (PERSON) receive money from
child support?

[Enter Number of Months] ................ {IN48B}
REF .................................... -7 {IN48B}
DK ..................................... -8 {IN48B}

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
HARD CHECK:
RANGE CHECK: 1-12
----------------------------------------------------

IN48B
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

On average, how much money did (PERSON) get per month [from
child support in {YEAR}]?

[Enter $ Amount] ........................ {END_LP06}
REF .................................... -7 {END_LP06}
DK ..................................... -8 {IN48C}

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-100,000
----------------------------------------------------

IN48C
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

SHOW CARD IN-2.

Looking at this card, which range best estimates how much money
was received per month [from child support in {YEAR}]?

1 - 250 ................................. 1 {END_LP06}
251 - 500 ............................... 2 {END_LP06}
501 - 750 ............................... 3 {END_LP06}
751 - 1,000 ............................. 4 {END_LP06}
1,001 OR MORE ........................... 5 {END_LP06}
REF .................................... -7 {END_LP06}
DK ..................................... -8 {END_LP06}

[Code One]

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

END_LP06
========

----------------------------------------------------
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER
THAT MEETS THE CONDITIONS STATED IN THE LOOP
DEFINITION.
----------------------------------------------------

----------------------------------------------------
IF NO OTHER PERSONS MEET THE STATED CONDITIONS,
END LOOP_06 AND CONTINUE WITH IN49
----------------------------------------------------

IN49
====

Not counting military retirement, during {YEAR}, did anyone in the
family receive any veteran’s payments such as education or
disability benefits?

YES .................................... 1
NO ..................................... 2 {IN52}
REF ................................... -7 {IN52}
DK .................................... -8 {IN52}

HELP AVAILABLE FOR DEFINITION OF VETERAN’S PAYMENTS.

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU,
AUTOMATICALLY CODE PERSON AS ‘RECEIVED VETERAN’S
PAYMENTS’ AT IN50 AND GO TO LOOP_07
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A MULTI-PERSON RU,
CONTINUE WITH IN50
----------------------------------------------------

IN50
====

Who received veteran’s payments such as education or
disability benefits [in {YEAR}]?

PROBE: Anyone else receive veteran’s payments in {YEAR}?

[1. First Name, [Middle Name], Last name-65]
[2. First Name, [Middle Name], Last name-65]
[3. First Name, [Middle Name], Last name-65]

[Code All That Apply]

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
CONTINUE WITH LOOP_07
----------------------------------------------------

----------------------------------------------------
ROSTER DETAILS:
TITLE: RU_MEMBERS_1

COL # 1 HEADER: NAME
INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,
AND LAST NAMES (PERS.FULLNAME)
----------------------------------------------------

----------------------------------------------------
ROSTER DEFINITION:
THIS ITEM DISPLAYS RU-MEMBERS-ROSTER FOR
SELECTION.
----------------------------------------------------

----------------------------------------------------
ROSTER BEHAVIOR:
1. MULTIPLE SELECT ALLOWED.

2. ADD, DELETE, AND EDIT DISALLOWED.
----------------------------------------------------

----------------------------------------------------
ROSTER FILTER:
DISPLAY ALL RU MEMBERS WHO MEET THE FOLLOWING
CONDITION:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
----------------------------------------------------

LOOP_07
=======

----------------------------------------------------
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER,
ASK IN51 - END_LP07
----------------------------------------------------

----------------------------------------------------
LOOP DEFINITION: LOOP_07 DETERMINES HOW MUCH
MONEY WAS RECEIVED FROM VETERAN’S PAYMENTS FOR RU
MEMBERS WHO RECEIVED VETERAN’S PAYMENTS IN THE
CALENDAR YEAR. THIS LOOP CYCLES ON EACH PERSON ON
THE RU-MEMBERS-ROSTER WHO MEETS THE FOLLOWING
CONDITIONS:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
- PERSON RECEIVED VETERAN’S PAYMENTS IN THE
CALENDAR YEAR (SELECTED AT IN50)
----------------------------------------------------

IN51
====

{PERSON'S FIRST MIDDLE AND LAST NAME}

How much money did (PERSON) receive from veteran’s payments such as
education or disability benefits in {YEAR}? [Do not include military
retirement.]

[Enter $ Amount] ....................... {END_LP07}
REF .................................... -7 {END_LP07}
DK ..................................... -8 {IN51A}

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-100,000
----------------------------------------------------

IN51A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was received [from veteran’s payments such as education or
disability benefits in {YEAR}]?

1 - 100 ................................. 1 {END_LP07}
101 - 500 ............................... 2 {END_LP07}
501 - 1,000 ............................. 3 {END_LP07}
1,001 - 5,000 ........................... 4 {END_LP07}
5,001 - 15,000 .......................... 5 {END_LP07}
15,001 OR MORE .......................... 6 {END_LP07}
REF .................................... -7 {END_LP07}
DK ..................................... -8 {END_LP07}

[Code One]

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

END_LP07
========

----------------------------------------------------
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER
THAT MEETS THE CONDITIONS STATED IN THE LOOP
DEFINITION.
----------------------------------------------------

----------------------------------------------------
IF NO OTHER PERSONS MEET THE STATED CONDITIONS,
END LOOP_07 AND CONTINUE WITH IN52
----------------------------------------------------

IN52
====

Besides what we have already talked about, during {YEAR}, did
anyone in the family receive any money from regular cash
contributions from people who do not live in this household?

YES .................................... 1
NO ..................................... 2 {IN55}
REF ................................... -7 {IN55}
DK .................................... -8 {IN55}

HELP AVAILABLE FOR DESCRIPTION OF REGULAR CASH
CONTRIBUTIONS AND HOUSEHOLD.

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU,
AUTOMATICALLY CODE PERSON AS ‘RECEIVED REGULAR
CASH CONTRIBUTIONS FROM OUTSIDE HOUSEHOLD’ AT
IN53 AND GO TO LOOP_08
----------------------------------------------------

----------------------------------------------------
IF CODED ‘1’ (YES) AND A MULTI-PERSON RU,
CONTINUE WITH IN53
----------------------------------------------------

IN53
====

Who received regular cash contributions from people who do not
live in this household [in {YEAR}]?

PROBE: Anyone else receive regular cash contributions, in {YEAR},
from people who do not live here?

[1. First Name, [Middle Name], Last name-65]
[2. First Name, [Middle Name], Last name-65]
[3. First Name, [Middle Name], Last name-65]

[Code All That Apply]

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
CONTINUE WITH LOOP_08
----------------------------------------------------

----------------------------------------------------
ROSTER DETAILS:
TITLE: RU_MEMBERS_1

COL # 1 HEADER: NAME
INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,
AND LAST NAMES (PERS.FULLNAME)
----------------------------------------------------

----------------------------------------------------
ROSTER DEFINITION:
DISPLAY THE RU-MEMBERS-ROSTER FOR SELECTION.
----------------------------------------------------

----------------------------------------------------
ROSTER BEHAVIOR:
1. MULTIPLE SELECT ALLOWED.

2. ADD, EDIT, AND DELETE DISALLOWED.
----------------------------------------------------

----------------------------------------------------
ROSTER FILTER:
DISPLAY ALL CURRENT RU MEMBERS (INCLUDING PERSONS
WHO ARE DECEASED AND INSTITUTIONALIZED THIS ROUND
WHO ARE CURRENT ROUND 3 MEMBERS.
----------------------------------------------------

LOOP_08
=======

----------------------------------------------------
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER,
ASK IN54A - END_LP08
----------------------------------------------------

----------------------------------------------------
LOOP DEFINITION: LOOP_08 DETERMINES HOW MUCH
MONEY WAS RECEIVED FROM REGULAR CASH
CONTRIBUTIONS FROM OUTSIDE THE HOUSEHOLD FOR RU
MEMBERS WHO RECEIVED THESE TYPES OF CONTRIBUTIONS
IN THE CALENDAR YEAR. THIS LOOP CYCLES ON EACH
PERSON ON THE RU-MEMBERS-ROSTER WHO MEETS THE
FOLLOWING CONDITIONS:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
- PERSON RECEIVED REGULAR CASH CONTRIBUTIONS
FROM SOMEONE OUTSIDE OF THE HOUSEHOLD IN THE
CALENDAR YEAR (SELECTED AT IN53)
----------------------------------------------------

IN54A
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

For how many months in {YEAR} did (PERSON) receive money from
regular cash contributions from people who do not live in this
household?

[Enter Number of Months] ................ {IN54B}
REF .................................... -7 {IN54B}
DK ..................................... -8 {IN54B}

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
HARD CHECK:
RANGE CHECK: 1-12
----------------------------------------------------

IN54B
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

On average, how much money did (PERSON) get per month [from
regular cash contributions from people who do not live in this
household, in {YEAR}]?

[Enter $ Amount] ........................ {END_LP08}
REF .................................... -7 {END_LP08}
DK ..................................... -8 {IN54C}

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-100,000
----------------------------------------------------

IN54C
=====

{PERSON'S FIRST MIDDLE AND LAST NAME}

SHOW CARD IN-2.

Looking at this card, which range best estimates how much money
was received per month [from regular cash contributions from
people who do not live in this household, in {YEAR}]?

1 - 250 ................................. 1 {END_LP08}
251 - 500 ............................... 2 {END_LP08}
501 - 750 ............................... 3 {END_LP08}
751 - 1,000 ............................. 4 {END_LP08}
1,001 OR MORE ........................... 5 {END_LP08}
REF .................................... -7 {END_LP08}
DK ..................................... -8 {END_LP08}

[Code One]

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

END_LP08
========

----------------------------------------------------
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER
THAT MEETS THE CONDITIONS STATED IN THE LOOP
DEFINITION.
----------------------------------------------------

----------------------------------------------------
IF NO OTHER PERSONS MEET THE STATED CONDITIONS,
END LOOP_08 AND CONTINUE WITH IN55
----------------------------------------------------

IN55
====

During {YEAR}, did anyone in the family receive food stamps?

YES .................................... 1 {IN56}
NO ..................................... 2 {IN59}
REF ................................... -7 {IN59}
DK .................................... -8 {IN59}

HELP AVAILABLE FOR DEFINITION OF FOOD STAMPS.

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

IN56
====

For how many months in {YEAR} were these food stamps received?

[Enter Months] ......................... {IN58}
REF ................................... -7 {IN58}
DK .................................... -8 {IN58}

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
HARD CHECK:
RANGE CHECK: 1-12
----------------------------------------------------

IN57
====
OMITTED.

IN58
====

What was the approximate monthly value of the stamps?

[Enter $ Amount] ....................... {IN59}
REF ................................... -7 {IN59}
DK .................................... -8 {IN59}

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-1,000
----------------------------------------------------

IN59
====

SHOW CARD IN-3.

This card lists some sources of income. Has anyone in the
family received any income, other than income we have already
talked about, such as income from sources listed on this card?

YES .................................... 1 {LOOP_09}
NO ..................................... 2 {BOX_04}
REF ................................... -7 {BOX_04}
DK .................................... -8 {BOX_04}

HELP AVAILABLE FOR DEFINITIONS OF SHOW CARD CATEGORIES.

LOOP_09
=======

----------------------------------------------------
For each of the following:

OTHER INCOME SOURCE CATEGORY 1
OTHER INCOME SOURCE CATEGORY 2
OTHER INCOME SOURCE CATEGORY 3
OTHER INCOME SOURCE CATEGORY 4
OTHER INCOME SOURCE CATEGORY 5

ask IN60 - END_LP09
----------------------------------------------------

----------------------------------------------------
LOOP DEFINITION: LOOP_09 COLLECTS INFORMATION
ABOUT OTHER SOURCES OF TAXABLE INCOME. THIS LOOP
CYCLES ON SOURCES OF TAXABLE INCOME LISTED AT
IN60. THE first cycle of this loop collects THE
the first source of TAXABLE INCOME. Subsequent
cycles of the loop are determined by the response
at IN63. If IN63 is coded '1' (YES), the loop
cycles again to collect the next SOURCE OF TAXABLE
INCOME. if IN63 is coded ‘2’ (no), ‘-7’
(refused), or ‘-8’ (don’t know), the loop ends.
----------------------------------------------------

IN60
====

SHOW CARD IN-3.

From which of the sources on this card did anyone in the family
receive income [that we have not yet talked about]?

WAGES AND SALARY ...................... 1 {BOX_03B}
FARM INCOME (OR LOSS) ................. 2 {BOX_03B}
BUSINESS INCOME (OR LOSS) ............. 3 {BOX_03B}
SOCIAL SECURITY/RAILROAD RETIREMENT ... 4 {BOX_03B}
PRIVATE, MILITARY, OR GOVERNMENT
PENSIONS ............................ 5 {BOX_03B}
INTEREST .............................. 6 {BOX_03B}
DIVIDENDS ............................. 7 {BOX_03B}
RENTAL INCOME (OR LOSS) ............... 8 {BOX_03B}
OTHER SOURCE .......................... 91 {IN60OV}
REF ................................... -7 {BOX_03B}
DK .................................... -8 {BOX_03B}

[Code One]

HELP AVAILABLE FOR DEFINITIONS OF ANSWER CATEGORIES.

IN60OV
======

OTHER:

[Other Specify] ......................... {BOX_03B}
REF .................................... –7 {BOX_03B}
DK ..................................... –8 {BOX_03B}

HELP AVAILABLE FOR DEFINITIONS OF ANSWER CATEGORIES.

BOX_03B
=======

-----------------------------------------------------
IF SINGLE PERSON RU, AUTOMATICALLY CODE PERSON AS
‘RECEIVED INCOME FROM IN60 SOURCE’ AT IN61 AND GO
TO IN62. OTHERWISE, CONTINUE WITH IN61
-----------------------------------------------------

IN61
====

{CATEGORY SELECTED AT IN60}

Who received income from (INCOME SOURCE) in {YEAR}?

PROBE: Anyone else receive income from (INCOME SOURCE) in {YEAR}?

[1. First Name, [Middle Name], Last name-65]
[2. First Name, [Middle Name], Last name-65]
[3. First Name, [Middle Name], Last name-65]

[Code All That Apply]

----------------------------------------------------
FOR ‘DISPLAY CATEGORY SELECTED AT IN60.....’,
DISPLAY THE RESPONSE CATEGORY NAME SELECTED AT
IN60 DURING THE CURRENT LOOP.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
CONTINUE WITH IN62
----------------------------------------------------

----------------------------------------------------
ROSTER DETAILS:
TITLE: RU_MEMBERS_1

COL # 1 HEADER: NAME
INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,
AND LAST NAMES (PERS.FULLNAME)
----------------------------------------------------

----------------------------------------------------
ROSTER DEFINITION:
THIS ITEM DISPLAYS RU-MEMBERS-ROSTER FOR
SELECTION.
----------------------------------------------------

----------------------------------------------------
ROSTER BEHAVIOR:
1. MULTIPLE SELECT ALLOWED.

2. ADD, DELETE, AND EDIT DISALLOWED.
----------------------------------------------------

----------------------------------------------------
ROSTER FILTER:
DISPLAY ALL RU MEMBERS WHO MEET THE FOLLOWING
CONDITION:

- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED
AND INSTITUTIONALIZED RU MEMBERS)
----------------------------------------------------

IN62
====

{CATEGORY SELECTED AT IN60}

What is the total amount received from (INCOME SOURCE), in {YEAR},
for {all of the people just mentioned/(PERSON)}?

[Enter $ Amount] ....................... {BOX_IN62}
REF ................................... -7 {IN63}
DK .................................... -8 {IN62A}

----------------------------------------------------
FOR ‘DISPLAY CATEGORY SELECTED AT IN60.....’,
DISPLAY THE RESPONSE CATEGORY NAME SELECTED AT
IN60 DURING THE CURRENT LOOP.
----------------------------------------------------

----------------------------------------------------
DISPLAY ‘all of the people just mentioned’ IF A
MULTI-PERSON RU. OTHERWISE (I.E., SINGLE-PERSON
RU), DISPLAY ‘(PERSON)’.
----------------------------------------------------

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

----------------------------------------------------
BEGINNING IN PANEL 12, PRE-FILL CENTS DIGITS
WITH ‘00’ SO THAT FIELD ACCEPTS WHOLE DOLLAR
AMOUNT ONLY.
----------------------------------------------------

----------------------------------------------------
SOFT CHECK:
SOFT RANGE CHECK: 0-100,000
----------------------------------------------------

BOX_IN62
========

----------------------------------------------------
IF AMOUNT OTHER THAN ZERO ENTERED AT IN62 AND
IN60 IS CODED ‘2’ (FARM INCOME OR LOSS), ‘3’
(BUSINESS INCOME OR LOSS), ‘8’ (RENTAL INCOME OR
LOSS), OR ‘91’ (OTHER SOURCE), CONTINUE WITH
IN62OV
----------------------------------------------------

----------------------------------------------------
OTHERWISE, GO TO IN63
----------------------------------------------------

IN62OV
======

INCOME SOURCE: {DISPLAY CATEGORY SELECTED AT IN60.........}

INTERVIEWER: WAS THE AMOUNT ENTERED A NET GAIN OR A
NET LOSS?

NET GAIN ............................... 1 {IN63}
NET LOSS ............................... 2 {IN63}

[Code One]

IN62A
=====

INCOME SOURCE: {CATEGORY SELECTED AT IN60}

SHOW CARD IN-1A.

Looking at this card, which range best estimates how much money
was received [from (INCOME SOURCE) in {YEAR}]?

1 - 100 ................................. 1 {BOX_IN62A}
101 - 500 ............................... 2 {BOX_IN62A}
501 - 1,000 ............................. 3 {BOX_IN62A}
1,001 - 5,000 ........................... 4 {BOX_IN62A}
5,001 - 15,000 .......................... 5 {BOX_IN62A}
15,001 OR MORE .......................... 6 {BOX_IN62A}
REF .................................... -7 {BOX_IN62A}
DK ..................................... -8 {BOX_IN62A}

[Code One]

----------------------------------------------------
(FOR SPECIFICATIONS PURPOSES ONLY; CAPI HANDLES
AUTOMATICALLY:) IF ROUND 3, DISPLAY FIRST CALENDAR
YEAR OF PANEL FOR {YEAR}. IF ROUND 5, DISPLAY
SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
----------------------------------------------------

BOX_IN62A
=========

----------------------------------------------------
IF ‘-7’ (REFUSED) OR ‘-8’ (DON’T KNOW) IS NOT
CODED AT IN62A AND IN60 IS CODED ‘2’ (FARM INCOME
OR LOSS), ‘3’ (BUSINESS INCOME OR LOSS), ‘8’
(RENTAL INCOME OR LOSS), OR ‘91’ (OTHER SOURCE),
CONTINUE WITH IN62AOV
----------------------------------------------------

----------------------------------------------------
OTHERWISE, GO TO IN63
----------------------------------------------------

IN62AOV
=======

INCOME SOURCE: {DISPLAY CATEGORY SELECTED AT IN60.........}

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT
NET GAIN OR NET LOSS?

NET GAIN ............................... 1 {IN63}
NET LOSS ............................... 2 {IN63}

[Code One]

IN63
====

SHOW CARD IN-3.

Aside from what you already told me about, has anyone in the
family received any other income, such as income from another
source listed on this card?

YES .................................... 1 {END_LP09}
NO ..................................... 2 {END_LP09}
REF ................................... -7 {END_LP09}
DK .................................... -8 {END_LP09}

HELP AVAILABLE FOR DEFINITIONS OF SHOW CARD CATEGORIES.

END_LP09
========

----------------------------------------------------
If in63 is coded '1' (YES), cycle to collect the
next OTHER income category.
----------------------------------------------------

----------------------------------------------------
Otherwise end LOOP_09, and continue with BOX_04
----------------------------------------------------

BOX_04
======

----------------------------------------------------
GO TO NEXT QUESTIONNAIRE SECTION
----------------------------------------------------

IN64
====
OMITTED.

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