+------+----------------------+--------+------------------------------+
| #    |                      |        |                              |
|  COR |                      |        |                              |
| E: L |                      |        |                              |
| abor |                      |        |                              |
|  For |                      |        |                              |
| ce 2 |                      |        |                              |
+------+----------------------+--------+------------------------------+
| **SI | #                    | **R    | **Re-SIPP Question Text**    |
| PP04 | SIPP04 Question Text | e-SIPP |                              |
| Va   |                      | Vari   |                              |
| riab |                      | able** |                              |
| le** |                      |        |                              |
+------+----------------------+--------+------------------------------+
| *If  |                      |        |                              |
| R    |                      |        |                              |
| rep  |                      |        |                              |
| orts |                      |        |                              |
| ow   |                      |        |                              |
| ning |                      |        |                              |
| a    |                      |        |                              |
| busi |                      |        |                              |
| ness |                      |        |                              |
| in   |                      |        |                              |
| LF1  |                      |        |                              |
| i    |                      |        |                              |
| nter |                      |        |                              |
| view |                      |        |                              |
| be   |                      |        |                              |
| gins |                      |        |                              |
| with |                      |        |                              |
| S    |                      |        |                              |
| LRYB |                      |        |                              |
| and  |                      |        |                              |
| proc |                      |        |                              |
| eeds |                      |        |                              |
| with |                      |        |                              |
| q    |                      |        |                              |
| uest |                      |        |                              |
| ions |                      |        |                              |
| with |                      |        |                              |
| B    |                      |        |                              |
| pre  |                      |        |                              |
| fix. |                      |        |                              |
| E    |                      |        |                              |
| lse, |                      |        |                              |
| st   |                      |        |                              |
| arts |                      |        |                              |
| with |                      |        |                              |
| PAY  |                      |        |                              |
| HR.* |                      |        |                              |
+------+----------------------+--------+------------------------------+
| S    | The next few         | BSLRYB | Did \^HESHE draw a regular   |
| LRYB | questions are about  |        | salary from this business -  |
|      | the income \[fill    |        | that is, take a regular      |
|      | TEMPNAME\] received  |        | paycheck, as opposed to just |
|      | from \[fill ALLBUS\] |        | treating the profits as      |
|      | since \[fill         |        | \^HISHER income?             |
|      | BUSSTRTFIL\].        |        |                              |
|      |                      |        |                              |
|      | \[fill DOESDIDFIL\]  |        |                              |
|      | \[fill HESHE\] draw  |        |                              |
|      | a regular salary     |        |                              |
|      | from this business?  |        |                              |
+------+----------------------+--------+------------------------------+
| P    | The next questions   | PAYHR1 | The next questions are about |
| AYHR | are about income     |        | \^PTEMPNAME gross income     |
|      | \[fill TEMPNAME\]    |        | from this job/business/work  |
| BP   | received from \[fill |        | arrangement before taxes and |
| AYHR | HISHER\] job with    |        | other deductions.            |
|      | \[fill EMPNAM\].     |        |                              |
| *(B  | We\'ll start with    |        | What type of pay rate or     |
| pr   | \[PTEMPNAME\] job    |        | salary did \^TEMPNAME have   |
| efix | with \[fill          |        | during the first month at    |
| v    | EMPNAM\].            |        | this job/business/work       |
| aria |                      |        | arrangement during the year  |
| bles | \[fill DIDFIL\]      |        | \^Calendar_yrfil?            |
| are  | \[fill HESHE\] have  |        |                              |
| for  | a set annual salary, |        | 1\) Annual salary (pay rate  |
| Rs   | \[fill ISWASFIL\]    |        | for the year)                |
| who  | \[fill HESHE\] paid  |        |                              |
| re   | by the hour, or      |        | 2\) Actual gross amount      |
| port | \[fill ISWASFIL\]    |        | earned in the year           |
| busi | \[fill HESHE\] paid  |        |                              |
| ness | some other way?      |        | 3\) Pay per hour             |
| own  |                      |        |                              |
| ersh | \(1\) Set annual     |        | 4\) Pay per week             |
| ip)* | salary               |        |                              |
|      |                      |        | 5\) Pay every two weeks      |
|      | \(2\) Paid by the    |        |                              |
|      | hour                 |        | 6\) Pay per month            |
|      |                      |        |                              |
|      | \(3\) Paid some      |        | 7\) Pay twice a month        |
|      | other way            |        |                              |
|      |                      |        | 8\) Commission (report       |
|      |                      |        | monthly average)             |
|      |                      |        |                              |
|      |                      |        | 9\) Some other way (report   |
|      |                      |        | monthly average)             |
+------+----------------------+--------+------------------------------+
| P    | How often \[fill     |        |                              |
| YPER | ISWASFIL\] \[fill    |        |                              |
|      | HESHE\] paid by      |        |                              |
| BP   | \[fill EMPNAME\]?    |        |                              |
| YPER |                      |        |                              |
|      | 1\) Once a week      |        |                              |
|      |                      |        |                              |
|      | 2\) Once every 2     |        |                              |
|      | weeks                |        |                              |
|      |                      |        |                              |
|      | 3\) Once a month     |        |                              |
|      |                      |        |                              |
|      | 4\) Twice a month    |        |                              |
|      |                      |        |                              |
|      | 5\) On commission    |        |                              |
|      |                      |        |                              |
|      | 6\) Some other way   |        |                              |
+------+----------------------+--------+------------------------------+
| P    | What \[fill          | PYRAT1 | What was the gross dollar    |
| YRAT | ISWASFIL\] \[fill    |        | amount of \^PTEMPNAME        |
|      | HISHER\] REGULAR     |        | regular pay rate or salary   |
| BP   | hourly pay rate      |        | before any taxes and other   |
| YRAT | \[fill ATJOBFIL\]?   |        | deductions during the first  |
|      |                      |        | month of this                |
|      |                      |        | job/business/work            |
|      |                      |        | arrangement in the year      |
|      |                      |        | \^Calendar_yrfil?            |
+------+----------------------+--------+------------------------------+
| O    | The next questions   |        |                              |
| THPY | are about the income |        |                              |
|      | \[fill TEMPNAME\]    |        |                              |
| BO   | received from \[fill |        |                              |
| THPY | HISHER\] job with    |        |                              |
|      | \[fill EMPNAM\].     |        |                              |
|      |                      |        |                              |
|      | We\'ll start with    |        |                              |
|      | \[PTEMPNAME\] job    |        |                              |
|      | with \[fill          |        |                              |
|      | EMPNAM\]. How often  |        |                              |
|      | \[fill ISWASFIL\]    |        |                              |
|      | \[fill HESHE\] paid  |        |                              |
|      | by \[fill EMPNAM\]?  |        |                              |
+------+----------------------+--------+------------------------------+
| L    | Please look at the   |        |                              |
| STPY | calendar. On what    |        |                              |
|      | date \[fill          |        |                              |
| PL   | WASWERE\] \[fill     |        |                              |
| STPY | TEMPNAME\] last paid |        |                              |
|      | (by \[fill           |        |                              |
|      | EMPNAM\])?           |        |                              |
+------+----------------------+--------+------------------------------+
| MON  | How much \[fill      |        |                              |
| THLY | RECEIVFIL\] BEFORE   |        |                              |
|      | deductions from      |        |                              |
| BMON | \[fill               |        |                              |
| THLY | JOBBIZFIL\]\...      |        |                              |
|      |                      |        |                              |
| TRY  |                      |        |                              |
| MNTH |                      |        |                              |
|      |                      |        |                              |
| BTRY |                      |        |                              |
| MNTH |                      |        |                              |
+------+----------------------+--------+------------------------------+
| VARY | Since \[fill         |        |                              |
|      | MONTHXFIL\], \[fill  |        |                              |
| B    | PAYCKVARYFIL\]?      |        |                              |
| VARY |                      |        |                              |
+------+----------------------+--------+------------------------------+
| SAME | What \[fill          |        |                              |
|      | ISWASFIL\] that      |        |                              |
| B    | gross \[fill         |        |                              |
| SAME | WEEKMTHFIL\] amount  |        |                              |
|      | before deductions?   |        |                              |
+------+----------------------+--------+------------------------------+
| P1M  | Please tell me the   |        |                              |
|      | GROSS AMOUNT, before |        |                              |
| BP1M | deductions, of each  |        |                              |
|      | paycheck \[fill      |        |                              |
|      | TEMPNAME\] \[fill    |        |                              |
|      | RECEIVFIL\] from     |        |                              |
|      | \[fill EMPNAM\]\...  |        |                              |
+------+----------------------+--------+------------------------------+

+------+----------------------+--------+------------------------------+
| **   | #                    | **R    | **Re-SIPP Question Text**    |
| SIPP | SIPP04 Question Text | e-SIPP |                              |
| 04** |                      | Vari   |                              |
|      |                      | able** |                              |
| **Va |                      |        |                              |
| riab |                      |        |                              |
| le** |                      |        |                              |
+------+----------------------+--------+------------------------------+
| RAT  | Earlier I recorded   | C      | During the year              |
| ECHG | that \[fill          | HEARN1 | \^Calendar_yrfil, did        |
|      | PTEMPNAME\] \[fill   |        | \^Ptempname earnings at this |
| BRAT | CURRENTFIL\] regular | C      | job change due to a change   |
| ECHG | hourly pay rate at   | HEARN2 | in pay rate or salary or a   |
|      | \[fill HISHER\] job  |        | permanent change in usual    |
|      | with \[fill EMPNAM\] |        | hours worked?                |
|      | \[fill ISWASFIL\]    |        |                              |
|      | \$\[fill PYRAT\].    |        |                              |
|      |                      |        |                              |
|      | \[fill HASWASFIL\]   |        |                              |
|      | \[fill HISHER\]      |        |                              |
|      | regular rate of pay  |        |                              |
|      | for the whole time   |        |                              |
|      | \[fill JOBBEGFIL\],  |        |                              |
|      | or did \[fill        |        |                              |
|      | HISHER\] salary      |        |                              |
|      | change \[fill        |        |                              |
|      | SINCETHENFIL\]?      |        |                              |
+------+----------------------+--------+------------------------------+
| STR  | When did that        | CHE    | In what month                |
| TPAY | \$\[fill PYRAT\] an  | RMNTH1 | \^Calendar_yrfil did         |
|      | hour pay rate first  |        | \^PTEMPNAME earnings change? |
| BSTR | show up in \[fill    | CHE    |                              |
| TPAY | PTEMPNAME\]          | RMNTH2 | What day did \^PTEMPNAME     |
|      | paycheck?            |        | earnings change?             |
|      |                      | CH     |                              |
|      |                      | ERDAY1 |                              |
|      |                      |        |                              |
|      |                      | CH     |                              |
|      |                      | ERDAY2 |                              |
+------+----------------------+--------+------------------------------+
|      |                      | PAYHR2 | After this change in         |
|      |                      |        | earnings, what type of pay   |
|      |                      |        | rate or salary did           |
|      |                      |        | \^TEMPNAME have at this      |
|      |                      |        | job/business/work            |
|      |                      |        | arrangement?                 |
|      |                      |        |                              |
|      |                      |        | 1\) Annual salary (pay rate  |
|      |                      |        | for the year)                |
|      |                      |        |                              |
|      |                      |        | 2\) Actual gross amount      |
|      |                      |        | earned in the year           |
|      |                      |        |                              |
|      |                      |        | 3\) Pay per hour             |
|      |                      |        |                              |
|      |                      |        | 4\) Pay per week             |
|      |                      |        |                              |
|      |                      |        | 5\) Pay every two weeks      |
|      |                      |        |                              |
|      |                      |        | 6\) Pay per month            |
|      |                      |        |                              |
|      |                      |        | 7\) Pay twice a month        |
|      |                      |        |                              |
|      |                      |        | 8\) Commission (report       |
|      |                      |        | monthly average)             |
|      |                      |        |                              |
|      |                      |        | 9\) Some other way (report   |
|      |                      |        | monthly average)             |
+------+----------------------+--------+------------------------------+
| PY   | What was \[fill      | PYRAT2 | After this change in         |
| RAT2 | PTEMPNAME\] hourly   |        | earnings, what was the gross |
|      | pay rate before      |        | dollar amount of \^PTEMPNAME |
| BPY  | that?                |        | regular pay rate or salary   |
| RAT2 |                      |        | before any taxes and other   |
|      |                      |        | deductions at this           |
|      |                      |        | job/business/work            |
|      |                      |        | arrangement?                 |
+------+----------------------+--------+------------------------------+
| AMO  | What \[fill          |        |                              |
| UNT1 | ISWASFIL\] \[fill    |        |                              |
|      | PTEMPNAME\] \[fill   |        |                              |
| BAMO | CURRENTFIL\] with    |        |                              |
| UNT1 | \[fill EMPNAM\]      |        |                              |
|      | \[fill JOBENDFIL\]   |        |                              |
+------+----------------------+--------+------------------------------+
| SAME | \[fill HASWASFIL\]   |        |                              |
| AMT1 | \[fill HISHER\]      |        |                              |
|      | annual salary for    |        |                              |
| B    | the whole time       |        |                              |
| SAME | \[fill JOBBEGFIL\],  |        |                              |
| AMT1 | or did \[fill        |        |                              |
|      | HISHER\] salary      |        |                              |
|      | change \[fill        |        |                              |
|      | SINCETHENFIL\]?      |        |                              |
+------+----------------------+--------+------------------------------+
| STRT | When did that        |        |                              |
| ANN1 | \$\[fill             |        |                              |
|      | PAYANN1FIL\] annual  |        |                              |
| B    | salary first show up |        |                              |
| STRT | in \[PTEMPNAME\]     |        |                              |
| ANN1 | paycheck?            |        |                              |
+------+----------------------+--------+------------------------------+
| AMO  | What was \[fill      |        |                              |
| UNT2 | PTEMPNAME\] annual   |        |                              |
|      | salary before that?  |        |                              |
| BAMO |                      |        |                              |
| UNT2 |                      |        |                              |
+------+----------------------+--------+------------------------------+
| BQT  | What was \[fill      |        |                              |
| RAMT | PTEMPNAME\] income   |        |                              |
|      | before taxes and     |        |                              |
|      | personal deductions  |        |                              |
|      | from \[fill ALLBUS\] |        |                              |
|      | for the most recent  |        |                              |
|      | quarter (or the most |        |                              |
|      | recent quarter that  |        |                              |
|      | you can tell me      |        |                              |
|      | about)?              |        |                              |
+------+----------------------+--------+------------------------------+
| BQTR | And when did that    |        |                              |
| MNTH | quarter close?       |        |                              |
+------+----------------------+--------+------------------------------+

+------+----------------------+---+--------+------------------------------+
| **SI | #                    |   | **R    | **Re-SIPP Question Text**    |
| PP04 | SIPP04 Question Text |   | e-SIPP |                              |
| Va   |                      |   | Vari   |                              |
| riab |                      |   | able** |                              |
| le** |                      |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| P    | The next questions   |   | PAYHR3 | During the last month of     |
| AYHR | are about income     |   |        | this job/business/work       |
|      | \[fill TEMPNAME\]    |   |        | arrangement in the year      |
| BP   | received from \[fill |   |        | \^Calendar_yrfil, what type  |
| AYHR | HISHER\] job with    |   |        | of pay rate or salary did    |
|      | \[fill EMPNAM\].     |   |        | \^TEMPNAME have?             |
|      | We\'ll start with    |   |        |                              |
|      | \[PTEMPNAME\] job    |   |        | 1\) Annual salary (pay rate  |
|      | with \[fill          |   |        | for the year)                |
|      | EMPNAM\].            |   |        |                              |
|      |                      |   |        | 2\) Actual gross amount      |
|      | \[fill DIDFIL\]      |   |        | earned in the year           |
|      | \[fill HESHE\] have  |   |        |                              |
|      | a set annual salary, |   |        | 3\) Pay per hour             |
|      | \[fill ISWASFIL\]    |   |        |                              |
|      | \[fill HESHE\] paid  |   |        | 4\) Pay per week             |
|      | by the hour, or      |   |        |                              |
|      | \[fill ISWASFIL\]    |   |        | 5\) Pay every two weeks      |
|      | \[fill HESHE\] paid  |   |        |                              |
|      | some other way?      |   |        | 6\) Pay per month            |
|      |                      |   |        |                              |
|      | \(1\) Set annual     |   |        | 7\) Pay twice a month        |
|      | salary               |   |        |                              |
|      |                      |   |        | 8\) Commission (report       |
|      | \(2\) Paid by the    |   |        | monthly average)             |
|      | hour                 |   |        |                              |
|      |                      |   |        | 9\) Some other way (report   |
|      | \(3\) Paid some      |   |        | monthly average)             |
|      | other way            |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| P    | How often \[fill     |   |        |                              |
| YPER | ISWASFIL\] \[fill    |   |        |                              |
|      | HESHE\] paid by      |   |        |                              |
| BP   | \[fill EMPNAME\]?    |   |        |                              |
| YPER |                      |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| P    | What \[fill          |   | PYRAT3 | During the last month of     |
| YRAT | ISWASFIL\] \[fill    |   |        | this job/business/work       |
|      | HISHER\] REGULAR     |   |        | arrangement in the year      |
| BP   | hourly pay rate      |   |        | \^Calendar_yrfil, what was   |
| YRAT | \[fill ATJOBFIL\]?   |   |        | the gross dollar amount of   |
|      |                      |   |        | \^PTEMPNAME regular pay rate |
|      |                      |   |        | or salary before any taxes   |
|      |                      |   |        | and other deductions?        |
+------+----------------------+---+--------+------------------------------+
| O    | The next questions   |   |        |                              |
| THPY | are about the income |   |        |                              |
|      | \[fill TEMPNAME\]    |   |        |                              |
| BO   | received from \[fill |   |        |                              |
| THPY | HISHER\] job with    |   |        |                              |
|      | \[fill EMPNAM\].     |   |        |                              |
|      |                      |   |        |                              |
|      | We\'ll start with    |   |        |                              |
|      | \[PTEMPNAME\] job    |   |        |                              |
|      | with \[fill          |   |        |                              |
|      | EMPNAM\]. How often  |   |        |                              |
|      | \[fill ISWASFIL\]    |   |        |                              |
|      | \[fill HESHE\] paid  |   |        |                              |
|      | by \[fill EMPNAM\]?  |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| L    | Please look at the   |   |        |                              |
| STPY | calendar. On what    |   |        |                              |
|      | date \[fill          |   |        |                              |
| PL   | WASWERE\] \[fill     |   |        |                              |
| STPY | TEMPNAME\] last paid |   |        |                              |
|      | (by \[fill           |   |        |                              |
|      | EMPNAM\])?           |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| MON  | How much \[fill      |   |        |                              |
| THLY | RECEIVFIL\] BEFORE   |   |        |                              |
|      | deductions from      |   |        |                              |
| BMON | \[fill               |   |        |                              |
| THLY | JOBBIZFIL\]\...      |   |        |                              |
|      |                      |   |        |                              |
| TRY  |                      |   |        |                              |
| MNTH |                      |   |        |                              |
|      |                      |   |        |                              |
| BTRY |                      |   |        |                              |
| MNTH |                      |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| VARY | Since \[fill         |   |        |                              |
|      | MONTHXFIL\], \[fill  |   |        |                              |
| B    | PAYCKVARYFIL\]?      |   |        |                              |
| VARY |                      |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| SAME | What \[fill          |   |        |                              |
|      | ISWASFIL\] that      |   |        |                              |
| B    | gross \[fill         |   |        |                              |
| SAME | WEEKMTHFIL\] amount  |   |        |                              |
|      | before deductions?   |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| P1M  | Please tell me the   |   |        |                              |
|      | GROSS AMOUNT, before |   |        |                              |
| BP1M | deductions, of each  |   |        |                              |
|      | paycheck \[fill      |   |        |                              |
|      | TEMPNAME\] \[fill    |   |        |                              |
|      | RECEIVFIL\] from     |   |        |                              |
|      | \[fill EMPNAM\]\...  |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| ANY  | Since \[fill         |   | EXEARN | Did \^TEMPNAME usually earn  |
| TIPS | MONTH1STFIL\], did   |   |        | pay, beyond \^PTEMPNAME      |
|      | \[fill TEMPNAME\]    |   |        | regular rate, from tips,     |
| BANY | receive any tips,    |   |        | commissions, over-time, or   |
| TIPS | bonuses, cash or     |   |        | something else?              |
|      | monetary awards,     |   |        |                              |
|      | overtime pay, or     |   |        |                              |
|      | commissions from     |   |        |                              |
|      | \[fill JOBBIZFIL\]?  |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| TIPS | Did the income       |   |        |                              |
|      | amounts we just      |   |        |                              |
| B    | talked about include |   |        |                              |
| TIPS | all of \[fill        |   |        |                              |
|      | PTEMPNAME\] (tips,   |   |        |                              |
|      | bonuses, cash        |   |        |                              |
|      | awards, overtime     |   |        |                              |
|      | pay, or commissions) |   |        |                              |
|      | from \[fill          |   |        |                              |
|      | JOBBIZFIL\]?         |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| TIP  | How much \[fill      |   | EXE    | How much did \^TEMPNAME      |
| SAMT | RECEIVFIL\] in       |   | ARNAMT | usually earn per month in    |
|      | (tips, bonuses, cash |   |        | gross pay from tips,         |
| BTIP | awards, overtime     |   |        | commissions, over-time, or   |
| SAMT | pay, or commissions) |   |        | anything else at this        |
|      | \[fill               |   |        | job/business/work            |
|      | JOBIZFIL\]\...       |   |        | arrangement?                 |
+------+----------------------+---+--------+------------------------------+
|      |                      |   | BO     | In which months              |
|      |                      |   | NUSERN | \^Calendar_yrfil did         |
|      |                      |   |        | \^TEMPNAME receive any       |
|      |                      |   |        | special payments such as     |
|      |                      |   |        | bonuses, awards, or large    |
|      |                      |   |        | commissions?                 |
+------+----------------------+---+--------+------------------------------+
|      |                      |   | BO     | What was the total amount of |
|      |                      |   | NUSAMT | \^PTEMPNAME special payments |
|      |                      |   |        | for the year                 |
|      |                      |   |        | \^Calendar_yrfil?            |
+------+----------------------+---+--------+------------------------------+
| **SI | #                    |   | **R    | **Re-SIPP Question Text**    |
| PP04 | SIPP04 Question Text |   | e-SIPP |                              |
| Va   |                      |   | Vari   |                              |
| riab |                      |   | able** |                              |
| le** |                      |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| CON  | The next questions   |   | EARN6  | Including all wages,         |
| TING | are about the income |   |        | salaries, tips, commissions, |
|      | \[fill TEMPNAME\]    |   |        | bonuses, and profits, what   |
|      | received from all of |   |        | was the total amount of      |
|      | \[fill HISHER\]      |   |        | \^HISHER gross earnings from |
|      | \[fill JOBFIL\].     |   |        | this other work during this  |
|      |                      |   |        | stretch?                     |
|      | What \[fill          |   |        |                              |
|      | ISWASFIL\] the total |   |        |                              |
|      | amount of income,    |   |        |                              |
|      | BEFORE taxes and     |   |        |                              |
|      | other deductions,    |   |        |                              |
|      | that \[fill          |   |        |                              |
|      | TEMPNAME\] \[fill    |   |        |                              |
|      | HAVHAS\] received    |   |        |                              |
|      | from \[fill          |   |        |                              |
|      | JOBEMPFIL\] so far   |   |        |                              |
|      | this month?          |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| TAKE | \[fill REGPAYFIL\]   |   | TAK    | Was this take-home pay or    |
| HOME | the amounts you gave |   | EHOME1 | was it gross pay before any  |
|      | me                   |   |        | taxes and other deductions   |
| B    |                      |   | TAK    | were taken out?              |
| TAKE | \[fill HISHER\]      |   | EHOME2 |                              |
| HOME | take-home pay, or    |   |        | Was this a take-home amount  |
|      | were they \[fill     |   | TAK    | or was it a gross amount     |
|      | HISHER\] gross pay   |   | EHOME3 | before any taxes and         |
|      | BEFORE any taxes and |   |        | deductions were taken out?   |
|      | other deductions     |   | TAK    |                              |
|      | were taken out?      |   | EHOME6 |                              |
+------+----------------------+---+--------+------------------------------+
| O    | \[fill ASIDEFRMFIL\] |   | OINCB  | Did \^TEMPNAME receive any   |
| INCB | \[fill MONTH1\] 1st) |   |        | other income for \^SELF out  |
|      | did \[fill           |   |        | of the money that this       |
|      | TEMPNAME\] receive   |   |        | business brought in or from  |
|      | any \[fill           |   |        | the profits of the business  |
|      | OTHERFIL\] income    |   |        | besides what has already     |
|      | for \[fill SELF\]    |   |        | been reported?               |
|      | out of the money     |   |        |                              |
|      | that \[fill ALLBUS\] |   |        |                              |
|      | brought in, or from  |   |        |                              |
|      | the profits of the   |   |        |                              |
|      | business?            |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| OIN  | What was the total   |   | O      | What was the total monthly   |
| CAMT | amount of other      |   | INCAMT | amount of other income       |
|      | income \[fill        |   |        | \^HESHE usually received     |
|      | HESHE\] received     |   |        | from this business?          |
|      | from \[fill          |   |        |                              |
|      | ALLBUS\]\...         |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| P    | For \[fill ALLBUS\], |   | PR     | Did this business make a net |
| RFTB | what was \[fill      |   | FTLOSS | profit, net loss, or break   |
|      | YOURSHAREFIL\] the   |   |        | even for the year            |
|      | net profit or loss   |   |        | \^Calendar_yrfil?            |
|      | \[fill BIZDATESFIL\] |   |        |                              |
|      | Net profit or loss   |   |        |                              |
|      | is the difference    |   |        |                              |
|      | between gross        |   |        |                              |
|      | receipts and         |   |        |                              |
|      | expenses.            |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| ANN  | Can you give me an   |   | PRFTB  | For this business, what was  |
| PRFT | annual figure?       |   |        | the dollar amount of         |
|      |                      |   |        | \^PTEMPNAME share of the net |
|      |                      |   |        | profit or loss for the year  |
|      |                      |   |        | \^Calendar_yrfil?            |
+------+----------------------+---+--------+------------------------------+
| PRFT | Does that \[fill     |   | PR     | Does this profit amount      |
| BCHK | PRFTLOSSFIL\]        |   | FTBCHK | include \^PTEMPNAME own      |
|      | include \[fill       |   |        | income from this business    |
|      | PTEMPNAME\] own      |   |        | (that we talked about        |
|      | income from this     |   |        | earlier), or do we need to   |
|      | business (that we    |   |        | add this income to the       |
|      | talked about         |   |        | profit amount to get a total |
|      | earlier), or do we   |   |        | net profit or loss?          |
|      | need to add \[fill   |   |        |                              |
|      | HISHER\] income to   |   |        |                              |
|      | the \[fill           |   |        |                              |
|      | PRFTLOSSFIL\] to get |   |        |                              |
|      | a total net profit   |   |        |                              |
|      | or loss?             |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| MLMO | Earlier you told me  |   | EARN6  | Including all wages,         |
| REJ\ | that since \[fill    |   |        | salaries, tips, commissions, |
| MLM  | MONTH1\] 1st, you    |   |        | bonuses, and profits, what   |
| OREB | also worked for the  |   |        | was the total amount of      |
|      | following            |   |        | \^HISHER gross earnings from |
|      | employer(s):         |   |        | this other work during this  |
|      |                      |   |        | stretch?                     |
|      | \*\*READ LIST OF     |   |        |                              |
|      | EMPLOYERS ABOVE\*\*  |   |        |                              |
|      |                      |   |        |                              |
|      | What was the total   |   |        |                              |
|      | amount of income you |   |        |                              |
|      | received from \[fill |   |        |                              |
|      | EMPLOYERFIL\] in     |   |        |                              |
|      | \[fill MONTH5\]?     |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| MOON | People sometimes     |   |        |                              |
| LITE | earn extra money     |   |        |                              |
|      | doing work outside   |   |        |                              |
|      | of their regular     |   |        |                              |
|      | jobs, such as        |   |        |                              |
|      | freelancing,         |   |        |                              |
|      | consulting, or       |   |        |                              |
|      | moonlighting.        |   |        |                              |
|      |                      |   |        |                              |
|      | Other than what      |   |        |                              |
|      | we\'ve already       |   |        |                              |
|      | talked about, did    |   |        |                              |
|      | \[fill TEMPNAME\] do |   |        |                              |
|      | any of that kind of  |   |        |                              |
|      | work since \[fill    |   |        |                              |
|      | MONTH1\] 1st?        |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| MLM4 | What was the total   |   |        |                              |
|      | amount of income     |   |        |                              |
|      | \[fill TEMPNAME\]    |   |        |                              |
|      | received from this   |   |        |                              |
|      | work so far this     |   |        |                              |
|      | month?               |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| LUM  | \[fill C_HAVHAS\]    | L |        | Between \^MONTH1 1st. and    |
| P1YN | \[fill TEMPNAME\]    | M |        | the end of \^LASTMONTH       |
|      | received any Pension | P |        | \^CALENDAR_YRFIL, did        |
|      | or Retirement Lump   | N |        | \^TEMPNAME receive any       |
|      | Sums yet this month? | O |        | severance pay or lump sum    |
|      |                      | W |        | payments from a pension or   |
|      | In which of the last |   |        | retirement plan?             |
|      | four months \--      |   |        |                              |
|      | \[fill MONTH1\],     |   |        |                              |
|      | \[fill MONTH2\],     |   |        |                              |
|      | \[fill MONTH3\], or  |   |        |                              |
|      | \[fill MONTH4\] \--  |   |        |                              |
|      | did \[fill HESHE\]   |   |        |                              |
|      | \[if \@5 eq \<1\>\]  |   |        |                              |
|      | also receive Pension |   |        |                              |
|      | or Retirement Lump   |   |        |                              |
|      | Sums?                |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| **SI | #                    | * |        | **Re-SIPP Question Text**    |
| PP04 | SIPP04 Question Text | * |        |                              |
| Va   |                      | R |        |                              |
| riab |                      | e |        |                              |
| le** |                      | - |        |                              |
|      |                      | S |        |                              |
|      |                      | I |        |                              |
|      |                      | P |        |                              |
|      |                      | P |        |                              |
|      |                      | V |        |                              |
|      |                      | a |        |                              |
|      |                      | r |        |                              |
|      |                      | i |        |                              |
|      |                      | a |        |                              |
|      |                      | b |        |                              |
|      |                      | l |        |                              |
|      |                      | e |        |                              |
|      |                      | * |        |                              |
|      |                      | * |        |                              |
+------+----------------------+---+--------+------------------------------+
|      |                      | L |        | What type of payment was     |
|      |                      | U |        | that?  Anything else?        |
|      |                      | M |        |                              |
|      |                      | P |        | 1\) Lump sum from a          |
|      |                      | T |        | pension/retirement plan      |
|      |                      | Y |        |                              |
|      |                      | P |        | 2\) Severance pay            |
|      |                      |   |        |                              |
|      |                      | L |        | 3\) Deferred payment/final   |
|      |                      | U |        | paycheck                     |
|      |                      | M |        |                              |
|      |                      | P |        | 4\) Something else           |
|      |                      | T |        |                              |
|      |                      | Y |        | What other type?             |
|      |                      | P |        |                              |
|      |                      | _ |        |                              |
|      |                      | S |        |                              |
|      |                      | P |        |                              |
+------+----------------------+---+--------+------------------------------+
| LUMP | How much \[fill      | L |        | What was the total amount of |
| 1AMT | RECEIVFIL\] in       | U |        | lump sum payments \^TEMPNAME |
|      | Pension or           | M |        | received between \^MONTH1    |
|      | Retirement Lump Sum  | P |        | 1st. and the end             |
|      | income \...          | A |        | of \                         |
|      |                      | M |        | ^LASTMONTH \^CALENDAR_YRFIL? |
|      |                      | T |        |                              |
+------+----------------------+---+--------+------------------------------+
| LUM  | \[fill C_HAVHAS\]    | L |        | Between \^MONTH1 1st. and    |
| P2YN | \[fill TEMPNAME\]    | M |        | the end of \^LASTMONTH       |
|      | received any         | P |        | \^CALENDAR_YRFIL, did        |
|      | Severence Pay yet    | N |        | \^TEMPNAME receive any       |
|      | this month?          | O |        | severance pay or lump sum    |
|      |                      | W |        | payments from a pension or   |
|      | In which of the last |   |        | retirement plan?             |
|      | four months \--      |   |        |                              |
|      | \[fill MONTH1\],     |   |        |                              |
|      | \[fill MONTH2\],     |   |        |                              |
|      | \[fill MONTH3\], or  |   |        |                              |
|      | \[fill MONTH4\] \--  |   |        |                              |
|      | did \[fill           |   |        |                              |
|      | HESHE\]\[if \@5 eq   |   |        |                              |
|      | \<1\>\] also receive |   |        |                              |
|      | Severence Pay?       |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| LUMP | How much \[fill      | L |        | What was the total amount of |
| 2AMT | RECEIVFIL\] in       | U |        | lump sum payments \^TEMPNAME |
|      | Severance Pay income | M |        | received between \^MONTH1    |
|      | \...                 | P |        | 1st. and the end             |
|      |                      | A |        | of \                         |
|      |                      | M |        | ^LASTMONTH \^CALENDAR_YRFIL? |
|      |                      | T |        |                              |
+------+----------------------+---+--------+------------------------------+
| R    | Earlier you said     | R |        | Earlier you said that        |
| OLLO | that \[fill          | O |        | \^TEMPNAME received a lump   |
| VER1 | TEMPNAME\] received  | L |        | sum payment from             |
|      | a lump sum payment   | L |        | \^LUMPFIL_ROLLOVR1.  Did     |
|      | from \[fill          | O |        | \^HESHE re-invest or \'roll  |
|      | LUMPFIL\].           | V |        | over\' any of the money into |
|      |                      | R |        | an IRA or some other kind of |
|      | Did \[fill HESHE\]   | 1 |        | retirement plan?             |
|      | re-invest or \"roll  |   |        |                              |
|      | over\" any of the    |   |        |                              |
|      | money into an IRA or |   |        |                              |
|      | some other kind of   |   |        |                              |
|      | retirement plan?     |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| ROLL | \[fill C_DODOES\]    | R |        | \^C_DODOES \^HESHE plan to   |
| OVR2 | \[fill HESHE\] plan  | O |        | re-invest or \'roll over\'   |
|      | to re-invest or      | L |        | any of the money?            |
|      | \"roll over\" any of | L |        |                              |
|      | the money?           | O |        |                              |
|      |                      | V |        |                              |
|      |                      | R |        |                              |
|      |                      | 2 |        |                              |
+------+----------------------+---+--------+------------------------------+
| ROL  | How much \[fill      | R |        | How much \^PLANFIL_ROLLAMT   |
| LAMT | PLANFIL\] \"roll     | O |        | \'roll over\' into another   |
|      | over\" into another  | L |        | RETIREMENT account?          |
|      | RETIREMENT account?  | L |        |                              |
|      |                      | A |        |                              |
|      |                      | M |        |                              |
|      |                      | T |        |                              |
+------+----------------------+---+--------+------------------------------+
| D    | At any time since    |   |        |                              |
| EFER | \[fill MONTH1\] 1st, |   |        |                              |
|      | did \[fill           |   |        |                              |
|      | TEMPNAME\] receive   |   |        |                              |
|      | any kind of deferred |   |        |                              |
|      | payment or final     |   |        |                              |
|      | paycheck from a job  |   |        |                              |
|      | or business that     |   |        |                              |
|      | ended before \[fill  |   |        |                              |
|      | MONTH1\] 1st?        |   |        |                              |
+------+----------------------+---+--------+------------------------------+
| DEFE | What was the total   | D |        | What was the total amount of |
| RAMT | amount of income     | E |        | income \^TEMPNAME received   |
|      | \[fill TEMPNAME\]    | F |        | between \^MONTH1 1st. and    |
|      | received since       | E |        | the end of \^LASTMONTH       |
|      | \[fill MONTH1\] 1st? | R |        | \^CALENDAR_YRFIL?            |
|      |                      | A |        |                              |
|      |                      | M |        |                              |
|      |                      | T |        |                              |
+------+----------------------+---+--------+------------------------------+