Assets (AS) Section

BOX_00 (AS1000)

BOX_10 (AS1001)

AS10 (AS1005)

BLAISE NAME: AssetIntro

Question Text:

Savings and investments are an important part of family finances.

In these next questions, we are going to be asking about a number of different kinds of savings or investments the members of this family may have.

The information you provide us is confidential, and will be analyzed in combination with information from other households. PRESS 1 AND ENTER TO CONTINUE.

Responses: CONTINUE 1 AS20 (AS1010)

Display Instructions:

AS20 (AS1010)

BLAISE NAME: OwnHome

Question Text:

Does anyone in the family own this home?

IF NECESSARY READ: By 'own' we mean that someone in the family living here now has their name on the title, even if mortgage or loan payments are still being made.

Responses: YES 1 AS30 (AS1015)

NO 2 AS90 (AS1085)

REFUSED RF AS90 (AS1085)

DON'T KNOW DK AS90 (AS1085)

Display Instructions:

AS30 (AS1015)

BLAISE NAME: HomeOwner

Question Text:

Who in the family owns this home?

PROBE: Does anyone else in the family own this home?

ENTER ALL THAT APPLY.

Responses: {FIRST NAME, [MIDDLE NAME], LAST NAME}1 1 AS40 (AS1020)

{FIRST NAME, [MIDDLE NAME], LAST NAME}2 2 AS40 (AS1020)

{FIRST NAME, [MIDDLE NAME], LAST NAME}3 3 AS40 (AS1020)

{FIRST NAME, [MIDDLE NAME], LAST NAME}4 4 AS40 (AS1020)

{FIRST NAME, [MIDDLE NAME], LAST NAME}N 5 AS40 (AS1020)

PERSON DECEASED 98 AS40 (AS1020)

PERSON NOT IN RU 99 AS40 (AS1020)

Programmer Instructions: Roster Behavior:

1. Multiple select allowed.

Display Instructions: Roster 2- No Add/Edit/Delete

Roster Definition:

This item displays RU-MEMBERS-ROSTER for selection. Display RU member’s first, middle, and last name (Person.FullName).

Roster Filter:

None. Display all.

Display ‘PERSON DECEASED’ and ‘PERSON NOT IN RU’ as the last two entries on the roster.

AS40 (AS1020)

BLAISE NAME: HomeValue

Question Text:

About how much is the current value of this home if sold today?

IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T KNOW’.

IF VALUE IS NOTHING, CODE ‘0’.

ENTER AMOUNT

HELP: F1

Responses: 1 AS60 (AS1030)

REFUSED RF AS60 (AS1030)

DON'T KNOW DK AS50 (AS1025)

Display Instructions: Display a mask of “$ .00” in Gray to denote that only the number of dollars will be accepted in this field as described in the UI document.

AS50 (AS1025)

BLAISE NAME: HomeValueRng

Question Text:

& AS-1.

Which category on card AS-1 best indicates the current value of this home if sold today?

Responses: 0 - 10,000 1 AS60 (AS1030)

10,001 - 25,000 2 AS60 (AS1030)

25,001 - 50,000 3 AS60 (AS1030)

50,001 - 100,000 4 AS60 (AS1030)

100,001 - 250,000 5 AS60 (AS1030)

250,001 - 500,000 6 AS60 (AS1030)

500,001 - 1,000,000 7 AS60 (AS1030)

1,000,001 OR MORE 8 AS60 (AS1030)

REFUSED RF AS60 (AS1030)

DON'T KNOW DK AS60 (AS1030)

Display Instructions:

AS60 (AS1030)

BLAISE NAME: HomeOwe

Question Text:

Are there any mortgages or other loans outstanding on this home?

HELP: F1

Responses: YES 1 AS70 (AS1035)

NO 2 AS90 (AS1085)

REFUSED RF AS90 (AS1085)

DON'T KNOW DK AS90 (AS1085)

Display Instructions:

AS70 (AS1035)

BLAISE NAME: AmtHomeOwe

Question Text:

How much is still currently owed on these mortgages or loans?

IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T KNOW’.

ENTER AMOUNT

HELP: F1

Responses: 1 AS90 (AS1085)

REFUSED RF AS90 (AS1085)

DON'T KNOW DK AS80 (AS1040)

Display Instructions: Display a mask of “$ .00” in Gray to denote that only the number of dollars will be accepted in this field as described in the UI document.

AS80 (AS1040)

BLAISE NAME: AmtHomeOweRng

Question Text:

& AS-1.

Which category on card AS-1 best indicates the total current amount owed?

Responses: 0 - 10,000 1 AS90 (AS1085)

10,001 - 25,000 2 AS90 (AS1085)

25,001 - 50,000 3 AS90 (AS1085)

50,001 - 100,000 4 AS90 (AS1085)

100,001 - 250,000 5 AS90 (AS1085)

250,001 - 500,000 6 AS90 (AS1085)

500,001 - 1,000,000 7 AS90 (AS1085)

1,000,001 OR MORE 8 AS90 (AS1085)

REFUSED RF AS90 (AS1085)

DON'T KNOW DK AS90 (AS1085)

Display Instructions:

AS90 (AS1085)

BLAISE NAME: RetirAcct

Question Text:

Does anyone in the family have any Individual Retirement Accounts often referred to as IRAs, or other retirement

accounts (such as 401K, 403(b) or Keogh accounts)?

HELP: F1

Responses: YES 1 AS100 (AS1095)

NO 2 BOX__20 (AS1275)

REFUSED RF BOX__20 (AS1275)

DON'T KNOW DK BOX__20 (AS1275)

Display Instructions:

AS100 (AS1095)

BLAISE NAME: WhoRetirAcct

Question Text:

Who in the family has Individual Retirement Accounts (IRAs) or other retirement accounts (such as 401K, 403 (b) or Keogh accounts)?

PROBE: Anyone else?

ENTER ALL THAT APPLY.

HELP: F1

Responses: {FIRST NAME, [MIDDLE NAME], LAST NAME}1 1 AS110 (AS1105)

{FIRST NAME, [MIDDLE NAME], LAST NAME}2 2 AS110 (AS1105)

{FIRST NAME, [MIDDLE NAME], LAST NAME}3 3 AS110 (AS1105)

{FIRST NAME, [MIDDLE NAME], LAST NAME}4 4 AS110 (AS1105)

{FIRST NAME, [MIDDLE NAME], LAST NAME}N 5 AS110 (AS1105)

PERSON DECEASED 98 AS110 (AS1105)

PERSON NOT IN RU 99 AS110 (AS1105)

Programmer Instructions: Roster behavior:

1. Multiple select allowed.

Display Instructions: Roster 2-no add/edit/delete

Roster definition:

This item displays RU-MEMBERS-ROSTER for selection. Display RU member’s first, middle, and last name (Person.FullName).

Roster filter:

None. Display all.

Display ‘PERSON DECEASED’ and ‘PERSON NOT IN RU’ as the last two options on the roster.

AS110 (AS1105)

BLAISE NAME: RetirAcctValue

Question Text:

Altogether, what is the current value of these retirement accounts?

IF RESPONDENT IS NOT SURE, DO NOT PROBE. SELECT ‘DON’T KNOW’.

ENTER AMOUNT

HELP: F1

Responses: 1 BOX__20 (AS1275)

REFUSED RF BOX__20 (AS1275)

DON'T KNOW DK AS120 (AS1115)

Display Instructions: Display a mask of “$ .00” in Gray to denote that only the number of dollars will be accepted in this field as described in the UI document.

AS120 (AS1115)

BLAISE NAME: RetirAcctValueRng

Question Text:

& AS-2.

Which category on card AS-2 best indicates the total current value of these retirement accounts?

Responses: 0 - 1,000 1

1,001 - 5,000 2

5,001 - 10,000 3

10,001 - 25,000 4

25,001 - 50,000 5

50,001 - 100,000 6

100,001 - 250,000 7

250,001 - 500,000 8

500,001 OR MORE 9

REFUSED RF

DON'T KNOW DK

Display Instructions:

BOX__20 (AS1275)

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