CE-305 (4-1-2009) Page 1

TABLE OF CONTENTS 

Page 

2 Hispanic Origin 

2 Race 

2 Asian Origin 

3 Education 

3 Armed Forces 

4 – 5 Section 1 – General Survey Information 

6 – 7 Section 3 – Owned Living Quarters and Other Owned Real Estate 

8 Section 4 – Utilities and Fuels for Owned and Rented Properties 

9 – 10 Section 5 – Construction, Repairs, Alterations, and Maintenance of Owned 

 and Rented Property 

11 – 17 Section 6 – Appliances, Household Equipment and Other Selected Items 

18 Section 7 – Household Item Repairs and Service Contracts 

19 – 22 Section 8 – Home Furnishings and Related Household Items 

23 – 26 Section 9 – Clothing and Sewing Materials 

27 Sections 10 and 11 – Rented, Leased, and Owned Vehicles 

28 – 30 Section 12 – Vehicle Operating Expenses 

31 Section 13 – Insurance Other than Health 

32 Section 14 – Hospitalization and Health Insurance 

33 – 35 Section 15 – Medical and Health Expenditures 

36 Section 16 – Educational Expenses 

37 – 38 Section 17 – Subscriptions, Memberships, Books, and Entertainment Expenses

39 – 40 Section 18 – Trips and Vacations 

41 – 43 Section 19 – Miscellaneous Expenses 

44 Section 20B – Expense Patterns for Selected Services and Goods 

45 Section 21 – Credit Liability 

46 Section 22 – Occupations 

47 – 49 Section 22 – Work Experience and Income 

50 2009 Calendar 

51 2010 Calendar 

52 Fraction Conversion Chart 

53 Privacy Act Statement 
Hispanic Origin 

1 – Mexican 

2 – Mexican-American 

3 – Chicano 

4 – Puerto Rican 

5 – Cuban

6 – Cuban-American 

7 – Central or South American 

8 – Other 

 Race 

(Please choose one or more)

1 – White 

2 – Black or African American 

3 – American Indian or Alaskan Native 

4 – Asian 

5 – Native Hawaiian or Other Pacific Islander 

 Asian Origin 

1 – Chinese 

2 – Filipino 

3 – Japanese 

4 – Korean 

5 – Vietnamese 

6 – Asian Indian 

7 – Other group not listed 

CE-305 (4-1-2009) Page 2
Education

0 – Never attended, preschool, kindergarten 

1 - 11 – 1st grade through 11th grade 

38 – 12th grade, no diploma 

39 – High school graduate – high school diploma, 

 or the equivalent (For example: GED) 

40 – Some college but no degree 

41 – Associate degree in college – Occupational/ 

 Vocational 

42 – Associate degree in college – Academic program 

43 – Bachelor’s degree (For example: BA, AB, BS) 

44 – Master’s degree (For example: MA, MS, MEng, 

 MEd, MSW, MBA) 

45 – Professional School Degree (For example: MD, 

 DDS, DVM, LLB, JD) 

46 – Doctorate degree (For example: PhD, EdD) 

Armed Forces 

A person is considered to be in the armed forces if he or she 

serves in any branch of the U.S. military. This includes the 

Army, Navy, Marine Corps, Air Force and Coast Guard, their 

Reserve components, and the Air and Army National Guard. 

CE-305 (4-1-2009) Page 3
CE-305 (4-1-2009) Page 4

SECTION 1 – GENERAL SURVEY INFORMATION

 Part B – General Housing Characteristics 

Type of Structure 

1 – Single family detached (detached structure with only one primary 

 residence; however, the structure could include a rental unit(s) in the 

 basement, attic, etc. 

2 – Row or townhouse – inner unit (2, 3, or 4 story structure with 2 walls in common with other 

 units and a private ground level entrance; it may have a rental unit as part of the structure 

3 – End row or end townhouse (one common wall) 

4 – Duplex (detached two unit structure with all units occupying the same level or levels) 

5 – 3-plex or 4-plex (3 or 4 unit structure with all units occupying the same level or levels) 

6 – Garden (a multi-unit structure, usually wider than it is high, having 2, 3, or possibly 4 

 floors; characteristically the units not only have common walls but are also stacked on top 

 of one another) 

 7 – High rise (a multi-unit structure which has 4 or more floors) 

8 – Apartment or flat (a unit not described above; could be located in the basement, attic, 

 second floor or over the garage of one of the units described above) 

9 – Mobile home or trailer 

10 – College dormitory 

Fuels 

1 – Gas 

2 – Electricity 

3 – Fuel oil 

4 – Other 

5 – No fuel used 

Included with this Housing Unit 

1 – Swimming pool 

2 – Off-street parking 

3 – Porch, terrace, patio, or balcony 

4 – Apartment or guest house 

5 – Central air conditioning 

6 – Window air conditioning 
SECTION 1 – GENERAL SURVEY INFORMATION (continued)

 Part C – Major Household Appliances 

Cooking stove, range, or oven 

Microwave oven 

Refrigerator or home freezer 

Built-in dishwasher 

Portable dishwasher 

Garbage disposal 

Clothes washer 

Clothes dryer 

Television 

Home computer 

Stereo or sound systems 

VCRs, DVD players, or digital video recorders 

CE-305 (4-1-2009) Page 5
CE-305 (4-1-2009) Page 6

SECTION 3 – OWNED LIVING QUARTERS AND 

OTHER OWNED REAL ESTATE 

 

Types of Owned Real Estate 

1 – A home in which you used to live 

2 – Property for business or investment purposes only 

3 – A second home, vacation home, or recreational property, including timeshares 

4 – Unimproved land with no buildings on it 

5 – Other property 

Closing Costs 

Property survey charges Points paid by buyer 

Title search Deed preparation 

Recording fees Lawyer’s fees 

Transfer taxes Advertising costs 

Escrow payment Real estate listing fees 

 

Costs for Selling a Property 

Commission to Realtor Lawyer’s fees 

Closing costs Advertising costs 

Points for financing Deferred mortgage interest payment 

Mortgage penalties Real estate listing fees 

Property inspection 
SECTION 3 – OWNED LIVING QUARTERS AND 

OTHER OWNED REAL ESTATE (continued)

Mortgage Payment Items 

1 – Principal 4 – Property insurance 

2 – Interest 5 – Mortgage guarantee insurance 

3 – Property taxes 6 – Any other payments (Specify) 

Fees for Cooperatives 

1 – Repayment of loans owed by cooperative 

2 – Property taxes 

3 – Property insurance 

4 – Management 

5 – Repairs and maintenance, including lawn care and snow removal 

6 – Improvements 

7 – Recreational, including swimming, golf, and tennis 

8 – Security, including guards and alarm systems 

9 – Utilities, such as gas, electricity, water, heat 

10 – Trash collection 

CE-305 (4-1-2009) Page 7

11 – Other (Specify) 

Homeowners’ Associations or 

Condominium Fees 

1 – Management 

2 – Repairs and maintenance, including lawn care and snow removal 

3 – Improvements 

4 – Utilities, such as gas, electricity, water, heat 

5 – Parking 

6 – Recreational, including swimming, golf, and tennis facilities 

7 – Security, including guards and alarm systems 

8 – Maid service 

9 – Medical services 

10 – Trash collection 

11 – Other (Specify) 
CE-305 (4-1-2009) Page 8

SECTION 4 – UTILITIES AND FUELS FOR 

OWNED AND RENTED PROPERTIES 

 

Part A – Telephone Expenses 

Telephone services included in bill 

1 – Residential Service 

2 – Mobile/Cellular Service 

3 – Voice Over IP 

Other telephone and non-telephone service items 

1 – Internet access (including broadband, DSL, or dial-up) 

2 – Cable or satellite television services 

3 – Non-telephone related rentals or purchases such as a modem 

Part C – Internet Service Expenses 

1 – Cable or satellite TV, not already reported 

 Cable TV Direct TV Dish TV TiVo 

2 – Satellite radio services 

 Sirius Radio XM Radio 

3 – Internet connection or internet service providers, not already reported 

 AOL Road Runner ISPs Comcast Verizon 

4 – Listening to or downloading music or audio files 

 Napster iTunes Rhapsody 

5 – Viewing or downloading video files 

 

6 – Online games or other internet entertainment sites 

7 – Internet services away from home such as web cafes or internet kiosks

Part D – Utilities, Fuels, and Services 

1 – Electricity 7 – Sewerage maintenance 

2 – Natural or utility gas 

3 – Fuel oil 

4 – Bottled or tank gas 

8 – Trash/garbage collection including: 

 hazardous waste collection 

 waste disposal 

 recyclable material collection 

5 – Other fuels 9 – Water softening service 

6 – Piped-in water 10 – Septic tank cleaning 
CE-305 (4-1-2009) Page 9

SECTION 5 – CONSTRUCTION, REPAIRS, ALTERATIONS AND 

MAINTENANCE OF OWNED AND RENTED PROPERTY 

Job Types 

1 – Dwellings under construction, including a vacation or second home 

2 – Building an addition to the house or a new structure, such as a 

 porch, garage, or new wing 

3 – Finishing a basement or an attic or enclosing a porch 

4 – Remodeling one or more rooms in the house 

5 – Landscaping the grounds or planting new shrubs or trees 

6 – Building outdoor patios, walks, fences, or other enclosures, driveways, permanent 

 swimming pools, or hot tubs 7 – Repairing outdoor patios, walks, fences, driveways, or permanent swimming pools 

 (including permanent above-ground swimming pools) 

8 – Inside painting or papering, spackling, sanding 

9 – Outside painting, caulking, sanding, or surface repairs 

10 – Plastering or paneling 

11 – Plumbing or water heating installations and repairs 

12 – Electrical work 

13 – Heating or air conditioning jobs 

14 – Flooring repair or replacement, including inlaid linoleum or vinyl tile 

15 – Insulation 

16 – Roofing, gutters, or downspouts 

17 – Siding 

18 – Installation, repair, or replacement of windows or window panes, screens, storm doors, 

 awnings, and the like 

19 – Masonry, brick, or stucco work 

20 – Other improvements or repairs (include security systems that are hard-wired into 

 the home) 

Section 5 - CONSTRUCTION, REPAIRS, ALTERATIONS 

AND MAINTENANCE OF OWNED AND RENTED PROPERTY 

continued 
SECTION 5 – CONSTRUCTION, REPAIRS, ALTERATIONS AND 

MAINTENANCE OF OWNED AND RENTED PROPERTY 

(continued)

 Appliances 

1 – Cooking stove, range, or oven 

2 – Microwave oven 

3 – Refrigerator or home freezer 

4 – Dishwasher – built-in 

5 – Dishwasher – portable 

6 – Garbage disposal 

7 – Clothes washer 

8 – Clothes dryer 

9 – Range hood 

10 – Smoke alarms and detectors 

11 – Trash compactor 

12 – Window air conditioner 

13 – Portable cooling and heating equipment, including portable dehumidifiers, humidifiers, fans, 

 and space heaters; excluding window air conditioners 

14 – Other major home appliances and equipment 

CE-305 (4-1-2009) Page 10
 Part A – Major Household Appliances 

1 – Microwave oven 

2 – Cooking stove, range, or oven 

 (including convection oven) 

3 – Range hood 

4 – Refrigerator or home freezer 

5 – Built-in dishwasher 

6 – Portable dishwasher 

7 – Garbage disposal 

8 – Clothes washer 

 (including washer/dryer combinations) 

9 – Clothes dryer

CE-305 (4-1-2009) Page 11

SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT

AND OTHER SELECTED ITEMS 

Section 6 – APPLIANCES, HOUSEHOLD 

EQUIPMENT AND OTHER SELECTED ITEMS 

continued 
CE-305 (4-1-2009) Page 12

SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT 

AND OTHER SELECTED ITEMS (continued)

 Part B – Household Appliances and Other Selected Items 

SMALL HOUSEHOLD APPLIANCES 

1 – Small electrical kitchen appliances, including – 

blender electric frying pan mixer 

breadmaker electric iron pizza oven 

coffee grinder electric knife popcorn maker 

coffee maker electric timer rice cooker 

crockpot electric wine chiller sandwich grill 

deep fryer electric wok slow cooker 

electric barbecue food processor smoothie maker 

electric can opener hot plate toaster 

electric grill ice cream maker toaster oven 

electric fondue set juicer waffle iron 

2 – Electrical personal care appliances, including – 

curling iron electric toothbrush make-up mirror 

denture cleaner facial sauna massager 

electric hair trimmer foot bath water-pik 

electric razor hair dryer 

digital scale heating pad 

3 – Smoke detectors, including – 

wired battery operated ionization chamber type photo-cell type 

4 – Electrical floor cleaning equipment, including – 

vacuum cleaner hand vacuum rug shampooer floor polisher 

5 – Other household appliances, including – 

trash compactor home security device (burglar alarm) including 

air purifier console, control modules, burglar alarm console, 

water filters door and window transmitters 

carbon monoxide detector 

6 – Sewing machines (with or without cabinet) 

7 – Office machines including fax machines and calculators, also including – 

typewriters copy machines 

8 – Personal Digital Assistant or PDAs, including – 

Palm iPaq 
SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT 

AND OTHER SELECTED ITEMS (continued)

 Part B – Household Appliances and Other Selected Items 

(continued) 

9 – Computers, computer systems, or related hardware for non-business use, including – 

CD/DVD drive cables home computers with or without monitors 

computer printers fax modems external hard drive 

keyboards scanner CD/DVD burner 

modems memory mouse 

monitors Micro PC laptops 

10 – Computer software, including computer games, or accessories, for non-business use, 

 including – 

PC games printer cartridges mouse pads 

11 – Video game hardware, video games, or accessories, including – 

Nintendo Wii Gamecube Nintendo DS PSP 

Gameboy Playstation Xbox 

12 – Telephones or accessories, including – 

telephones headsets cordless telephones car chargers 

beepers chargers cell phone covers cell phones 

phone jacks and cords pagers Bluetooth accessories 

13 – Telephone answering machines, including – 

combinations of telephone/answering machines 

14 – Photographic equipment, including – 

camera filter projection screen battery pack for camera flash 

digital camera winder electro flash motor driven film advancer 

lens enlarger strobe light 

tri

 pod projector (for photographs) 

 Do not include film, film processing, or other photographic supplies.

15 – Musical instruments, supplies, or accessories, including – 

piano sheet music saxophone music books 

guitar strings for musical music stand trumpet 

woodwinds instruments clarinet any other musical 

brass instruments stringed picks accessories 

trombone instruments rosin carrying case 

re

 eds valve oil drums keyboards 

 Do not include music lessons.

Section 6 – APPLIANCES, HOUSEHOLD 

EQUIPMENT AND OTHER SELECTED ITEMS 

continued 

CE-305 (4-1-2009) Page 13
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SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT 

AND OTHER SELECTED ITEMS (continued)

 Part B – Household Appliances and Other Selected Items 

(continued) 

 16 – Lawnmowing machinery or other yard equipment, including – 

lawn mowers motorized tiller snow blower shovel 

tractor (farm, wheelbarrow electric lawn spreader 

 garden, etc.) rake trimmer 

 TOOLS FOR HOME USE

17 – Power tools, including – 

electric drill sander cordless circular saw 

electric saw lathe electric swimming pool 

router electric plane cleaning equipment 

cordless drill electric polisher air compressor 

18 – Nonpower tools including – 

wrench axe saw drill 

socket screwdriver level trouble light 

hammer pliers plane caulking gun 

HEATING AND COOLING EQUIPMENT

19 – Window air conditioners 

 20 – Portable cooling or heating equipment, including – 

space heater dehumidifier humidifier fan 
SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT 

AND OTHER SELECTED ITEMS (continued)

 Part B – Household Appliances and Other Selected Items 

(continued) 

TELEVISIONS, RADIOS, VIDEO AND SOUND EQUIPMENT (not installed on vehicles) 

21 – Televisions, all types including combinations of TVs with DVD/video players, including – 

flat screen TV plasma TV high definition TV 

22 – DVD players, VCRs, DVRs, or video cameras, including – 

TiVo unit digital TV converter box 

Blu-ray disc player video tape recorder/player 

high definition disc player video laser disc player 

combination of VCR/DVD player video cassette recorder/player 

23 – Satellite dishes, receivers, or accessories 

24 – Handheld personal music players, including – 

iPod personal mp3 players 

25 – Radio, all types, including – 

CB (not permanently clock radio short-wave transistor/portable 

 mounted in an console walky-talky Walkman (radio only) 

 automobile) 

26 – Tape recorders or players (not permanently mounted in an automobile), including – 

audio tape decks audio cassette players/recorders 

reel-to-reel tape decks Walkman (cassette/radio combination or cassette only) 

27 – Sound components, component systems, or compact disc sound systems, including – 

speakers amplifier tape deck (not specified) 

mixer turntable compact disc players 

stereo receiver stereo rack system 

tuner equalizer 

28 – Other sound or video equipment, including – 

earphones/headphones battery packs adapter for sound equipment 

power converter power booster base station CB antenna 

antenna (TV, radio, etc.) headset microphone 

Section 6 – APPLIANCES, HOUSEHOLD 

EQUIPMENT AND OTHER SELECTED ITEMS 

continued 

CE-305 (4-1-2009) Page 15
CE-305 (4-1-2009) Page 16

SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT 

AND OTHER SELECTED ITEMS (continued)

 Part B – Household Appliances and Other Selected Items 

 (continued)

29 – Portable memory, such as flash drives, memory cards, and recordable discs and tapes, 

 including – 

thumb drives blank DVDs blank CDs 

zip drives memory stick USB flash drive 

SPORTS, RECREATION, AND EXERCISE EQUIPMENT 

30 – General sports equipment, including – 

roller blades baseball bat table tennis badminton set 

sports uniform football equipment soccer ball 

sports shoes basketball lawn games sports protective 

tennis racket racquetball frisbee equipment/gear 

bowling ball racquetball racket boxing equipment golf clubs 

baseball glove volleyball karate equipment basketball hoop 

skateboard golf shoes golf cart (non-riding) 

 Include specialized athletic shoes such as for football, baseball, soccer, biking, and 

 bowling, except if included in the rental or activity fee for the sport. 

31 – Health and exercise equipment, including – 

trampoline exercise mat weight bench 

weights home gym treadmill 

rowing machine exercycle pedometer 

32 – Camping equipment, including – 

tent sleeping bag camping stove 

kerosene lamp sleeping pad camping cookware 

frame packs and air mattress portable heater 

 other camping packs canteen 

33 – Hunting and fishing equipment, including – 

fishing rod and tackle knife BB/pellet gun 

bow and arrow rifle ammunition 

crossbow shotgun scopes (not specified) 

34 – Winter sports equipment, including – 

snow skis ski poles toboggan 

ski boots ice skates sled 

snowboard ice boat 

snowboard equipment sledding equipment 

 
CE-305 (4-1-2009) Page 17

SECTION 6 – APPLIANCES, HOUSEHOLD EQUIPMENT 

AND OTHER SELECTED ITEMS (continued)

 Part B – Household Appliances and Other Selected Items 

(continued)

 35 – Water sports equipment, including – 

water skis snorkel surf board 

life jacket water ski vest raft 

wake board diving equipment wind surf board 

36 – Outboard motors 

37 – Bicycles, including – 

bicycle helmets stand tires tubes 

bicycle parts locks rack supplies 

38 – Tricycles or battery powered riders, including – 

big wheels 

39 – Playground equipment, including – 

portable swimming pool swing set sand box gym set 

40 – Other sports or recreation equipment, including – 

telescope metal detector 

paintball equipment 
SECTION 7 – HOUSEHOLD ITEM REPAIRS 

AND SERVICE CONTRACTS 

1 – Garbage disposal, range hood, or built-in dishwasher 

2 – Other household appliances and equipment, such as – 

 washer 

 refrigerator 

 range/oven 

 portable heating equipment 

 portable air conditioning equipment (window air conditioner) 

 portable fans 

 dehumidifiers 

 sewing machines 

 vacuum cleaners 

3 – Televisions, radios, video and sound equipment, except those installed in automobiles or other 

 vehicles 

4 – Computers, computer systems, and related equipment for non-business use 

5 – Lawn and garden equipment (including lawn mower repair, snowblower repair) 

6 – Musical instruments and accessories (including professional tuning) 

7 – Hand or power tools 

8 – Photographic equipment 

9 – Sport and recreational equipment (including bicycles) 

10 – Termite or pest control treatment 

11 – Heating or air conditioning equipment, such as – 

 central air conditioners 

 central coolers 

 

 

furnaces 

 Include any services provided under service contracts. Do not include repairs. 

CE-305 (4-1-2009) Page 18
 Part A – Purchases 

LIVING, FAMILY, OR RECREATION ROOM FURNITURE 

1 – Sofas, including – 

sofabed loveseat sectionals futon 

2 – Living room chairs, including – 

recliner convertible chair rocker 

bean bag chair swivel 

3 – Living room tables, including – 

coffee table end tables TV table lamp table 

4 – Wall units, shelves, or cabinets, including – 

bookcase curio cabinet entertainment center 

5 – Ping-pong tables, pool tables, and other similar recreation room items 

 6 – Other living room, family room, or recreation room furniture, including – 

room divider bar stools desk/chair card table/chairs 

coat rack gun cabinet bar or portable bar foot stool (ottoman) 

7 – Living room furniture combinations, including – 

sofa, chair, and table combinations or suites 

DINING ROOM AND KITCHEN FURNITURE

8 – All dining room and kitchen furniture, including – 

dinette set buffet serving table or cart 

kitchen chairs china cabinet dining table and chairs 

BEDROOM FURNITURE

9 – Mattresses and springs, including rollaways 

 10 – Bedroom furniture other than mattresses and springs, including – 

headboard dresser mirrors bunk bed 

brass bed vanity chairs night tables 

frames cedar chest armoire water bed 

chest mattress topper 

CE-305 (4-1-2009) Page 19

SECTION 8 – HOME FURNISHINGS AND 

RELATED HOUSEHOLD ITEMS 

Section 8 – HOUSEHOLD FURNISHINGS 

AND RELATED HOUSEHOLD ITEMS 

continued 
CE-305 (4-1-2009) Page 20

SECTION 8 – HOME FURNISHINGS AND 

RELATED HOUSEHOLD ITEMS (continued)

 Part A – Purchases (continued) 

INFANTS FURNITURE AND EQUIPMENT

 11 – Infants furniture, including – 

crib mattress toy chest changing table 

playpen dresser bassinet portable crib 

high chair chest 

12 – Infants equipment, including – 

carriage guard rail baby monitor baby bottle sterilizer 

stroller swing baby jogger baby travel systems 

car seat baby carriers baby backpack 

OUTDOOR FURNITURE AND EQUIPMENT

13 – Patio, porch, or outdoor furniture, including – 

patio umbrella 

 14 – Barbecue grills or outdoor decorative items, including – 

patio lanterns patio statues bird houses 

OFFICE FURNITURE FOR HOME USE

15 – All office furniture for home use, including – 

file cabinet office chairs computer furniture 

sa

 fe drawing table 

 Do not include any furniture used exclusively for business. 
SECTION 8 – HOME FURNISHINGS AND 

RELATED HOUSEHOLD ITEMS (continued)

 Part A – Purchases (continued) 

HOUSEHOLD DECORATIVE ITEMS 

 16 – Lamps and other lighting fixtures, including chandeliers 

17 – Other household decorative items, including – 

painting baskets fireplace equipment and accessories 

vase silk flowers seasonal decorations (Christmas) 

wall hangings mirror wreaths 

plant stand book ends clocks 

CLOSET STORAGE AND TRAVEL ITEMS

 18 – Closet storage items, including – 

garment bag shoe bag shoe rack 

 19 – Travel items including luggage, also including – 

travel garment bags trunk attaché cases 

DISHES, DINNERWARE, FLATWARE, GLASSWARE, AND COOKWARE

 20 – Plastic dinnerware, including Tupperware 

 21 – China and other dinnerware 

 22 – Stainless, silver, and other flatware, except plastic 

 23 – Glassware, including crystal 

 24 – Serving pieces other than silver 

 25 – Nonelectric cookware, including – 

skillet roaster pots pressure cooker 

saucepan pans teakettle casserole dishes 

26 – Silver serving pieces, including – 

tray pitcher bowl 

Section 8 – HOUSEHOLD FURNISHINGS 

AND RELATED HOUSEHOLD ITEMS 

continued 

CE-305 (4-1-2009) Page 21
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SECTION 8 – HOME FURNISHINGS AND 

RELATED HOUSEHOLD ITEMS (continued)

 Part A – Purchases (continued) 

HOUSEHOLD LINENS

27 – Bedroom linens, including – 

sheets comforter baby blanket blanket 

pillowcases mattress pad electric blanket bedspread 

pillows quilt duvet 

 28 – Bathroom linens, including – 

towels shower curtain bath mat toilet cover 

face cloths bath rug tub mat 

29 – Kitchen and dining room linens, including –

tablecloths cloth napkins placemats small appliance covers 

dish towels dish cloths 

 30 – Other linens, including – 

doilies chair pads furniture protectors covers for living room tables 

 31 – Slipcovers, decorative pillows and cushions, custom or ready-made 

FLOOR AND WINDOW COVERINGS 

 WALL-TO-WALL CARPETING FOR ONE OR MORE ROOMS

 

32 – Original wall-to-wall carpet (original) 

 33 – Wall-to-wall carpet (replacement) 

34 – Room-size rugs and other non-permanent floor coverings, including carpet squares 

 35 – Curtains and drapes (either custom or ready-made) 

 36 –Blinds, shades, and other window coverings (either custom or ready-made) 
 Part A – Clothing 

Do not include clothing for children under 2 years of age.

1 – Coats, jackets, and furs, including – 

shawl raincoat fur coat winter coat 

windbreaker down vest outerwear jacket 

2 – Sport coats and tailored jackets, including blazers 

 3 – Suits, including – 

woman’s suit (of two or more pieces) formal suit 

man’s suit (of two or more pieces) 

 

 4 – Vests (purchased separately, not with a suit), excluding sweater vests and down vests 

 5 – Sweaters and sweater sets, including – 

cardigan pullover V-neck sweater 

sweater vest ski sweater 

 6 – Pants, jeans, or shorts, including – 

jump suit blue jeans maternity pants dress slacks 

dress pants overalls short sets casual pants 

 Do not include any athletic shorts. 

 7 – Dresses, including – 

two-piece dresses wedding gown maternity dresses formals or semi-formals 

 8 – Skirts, including skorts 

 Do not include any tennis skirts, golf skirts, or other athletic skirts.

 9 – Shirts, blouses, and tops, including – 

sport shirts tops maternity tops 

dress shirts knit blouses T-shirts 

 Do not include any sweat shirts or athletic shirts.

 10 – Undergarments, including – 

bras undershirts slips 

shapewear underwear thermal underwear 

 11 – Hosiery, including – 

socks knee-highs tights pantyhose 

 12 – Nightwear and loungewear, including – 

pajamas night shirt night gown 

robe house coat thermal sleeping garments 

 

CE-305 (4-1-2009) Page 23

SECTION 9 – CLOTHING AND SEWING MATERIALS

Section 9 – CLOTHING AND SEWING MATERIALS 

continued 
CE-305 (4-1-2009) Page 24

SECTION 9 – CLOTHING AND SEWING MATERIALS (continued)

 Part A – Clothing (continued)

 Do not include clothing for children under 2 years of age. 

13 – Accessories, including – 

umbrellas gloves apron fold-up rain accessories 

belts mittens ear muffs bandannas 

ties purse handkerchiefs hair accessories 

scarves wallet bridal headpiece non-prescription sunglasses 

14 – Swimsuits or warm-up or ski suits, including – 

athletic shorts tennis outfit sweatshirt swimwear accessories 

athletic shirt jogging suit swimwear snow and ski suit 

hunting wear leotards 

 Do not include any sports uniforms. 

 15 – Uniforms, other than sport, for which the cost is not reimbursed, including shirts, pants, 

 suits, service apparel, such as: medical, barber, boy or girl scout, mechanic, 

 waiter/waitress, plumber and lab smocks, and military apparel 

 16 – Costumes, including costumes for dance, ballet, Halloween, etc. 

 17 – Footwear, including – 

dress shoes sandals bedroom slippers 

casual shoes boots sneakers, jogging, aerobic, basketball, tennis shoes 

 Do not include specialized athletic shoes such as for football, soccer, bowling, 

 biking, or baseball. 

 
SECTION 9 – CLOTHING AND SEWING MATERIALS (continued)

 Part B – Infants’ Clothing (Clothing for children under 2 years of age)

1 – Coats, jackets, or snowsuits 

 2 – Dresses and other outerwear, including – 

bathing suits sweater pants T-shirts 

sunsuit romper pants set jeans 

jumpsuit overalls short set vest 

shirt crawler playsuit jogging suit 

tops 

 3 – Underwear

 and diapers, including disposable 

 Do not include diaper service. 

 

 4 – Sleeping garments 

 

 5 – Layettes 

 

 6 – Accessories, including – 

boots socks booties caps/hats 

mittens/gloves shoes bibs bonnets 

slippers 

 Part B – Watches, Jewelry, and Hairpieces 

 7 – Watches 

 8 – Jewelry, including – 

 costume jewelry, rings, and infants jewelry 

 

 9 – Hairpieces, wigs, or toupees 

 

Section 9 – CLOTHING AND SEWING MATERIALS 

continued 

CE-305 (4-1-2009) Page 25
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SECTION 9 – CLOTHING AND SEWING MATERIALS (continued)

Part C – Clothing Services 

 

 1 – Repair, alteration, and tailoring for clothing and accessories 

 2 – Shoe repair and other shoe services 

 3 – Watch or jewelry repair, including cleaning 

 4 – Clothing rental, including formal wear 

 5 – Clothing storage outside the home 

 Part D – Sewing Materials 

 

 1 – Sewing and knitting materials for the home, including fabric for making slipcovers, 

 blankets, quilts, afghans, tablecloths, flowers, curtains, etc., and for handwork 

 including yarn 

 

 2 – Sewing materials for making clothes, including any fabric used for making clothes 

 3 – Sewing notions, including – 

sewing basket patterns buttons thread 

sewing kit crochet hooks measuring tapes knitting needles, equipment 

crochet thread scissors zipper embroidery hoops 

seam binding snaps needles/pins embroidery thread 

 4 – Other sewing materials, including – 

interfacing fiberfill stuffing beads, glitter, sequins 

quilt pad foam rug material felt or felt squares 
SECTIONS 10 and 11 – RENTED, LEASED, 

AND OWNED VEHICLES 

 

 

1 – Automobile 

2 – Truck, minivan, van, and SUV 

3 – Motor home 

4 – Trailer-type camper 

5 – Other attachable-type camper 

6 – Motorcycle, motor scooter and moped (motorized bicycle) 

7 – Boat, with a motor. Include jet skis. 

8 – Boat, without a motor such as canoes, kayaks, and rowboats 

9 – Trailer other than camper 

 such as for a boat or cycle – includes trailer for snowmobile or for moving, hauling, etc. 

10 – Private airplane 

11 – Any other vehicle 

 such as a snowmobile, dunebuggy, go-cart or riding golf cart (except charges for rental of golf 

 carts included in golfing fees) 

CE-305 (4-1-2009) Page 27
 

SECTION 12 – VEHICLE OPERATING EXPENSES

 Part A – Vehicle Maintenance and Repair, Parts, and 

 Equipment 

1 – Oil change, lubrication, and oil filter 

(Include oil only if purchased for an oil change) 

 2 – Motor tune-up, including – 

air/fuel filters computer sensor ignition wires ignition timing or mixture 

distributor cap, rotor PCV valve valve adjustment adjustment 

emission controls spark plugs breather/vapor/air filter element 

3 – Brake work, including – 

anti-lock brakes hydraulic system shoes or pads bleed brake system 

master cylinder wheel calipers wheel cylinder machine drums/rotors 

brake adjustment parking brake 

 4 – Battery purchase or installation 

 5 – Tire purchase or mounting 

 6 – Tire repairs 

 7 – Front end alignment, wheel balancing, wheel rotation 

 8 – Steering or front-end work, including – 

axel bearing/seals bushings studs/lug nuts power steering fluid/filter 

axle shafts CV joints/boots tie rods idler arms 

rack and pinion wheel hubs ball joints steering box/linkage 

 9 – Electrical system work, including – 

alternator belt car computer ignition system voltage regulator 

alternator/generator coil starter motor gauges/instruments 

battery charge switches wiring 

 10 – Engine repair or replacement, including – 

carburetor fuel injector motor mounts timing chain/gears or belt 

fuel pump/lines/filter turbo charge pistons/rods oil pump/cooler/hoses 

crankshaft bearings gaskets choke 

 11 – Air conditioning work, including – 

compressor condenser motor/switch recharging 

 12 – Engine cooling system work, including – 

coolant or filter heater core radiator fan or water pump belt 

hoses thermostat water pump cooling fan/controls 

pressure cap cooling fan relay fan switch or belt 

CE-305 (4-1-2009) Page 28
SECTION 12 – VEHICLE OPERATING EXPENSES (continued)

 Part A – Vehicle Maintenance and Repair, Parts, and 

 Equipment (continued) 

13 – Exhaust system work, including – 

catalytic converter hanger/clamps muffler resonator 

exhaust pipe manifold gasket 

 

 14 – Clutch or transmission work, including – 

clutch cable hydraulic system rebuilt transmission transaxle 

clutch fork master cylinder safety switch transmission filter 

flywheel pilot bearing shaft seal 

 15 – Body work or painting, including – 

convertible top doors T-roof crash repairs 

glass replacement vinyl top rust proofing window repair/replacement 

sanding 

 16 – Shock absorber replacement, including MacPherson struts 

 17 – Drive shaft or rear-end work, including – 

axle fluid CV joints rear axle suspension 

differential tie rods grommet rear wheel axle seal 

rear wheel bearings universal joint coil or leaf springs axle mounts/bushings 

 18 – Video equipment or installation, including – 

televisions and combinations of GPS navigational system with screen 

 TVs with VCRs and/or DVD players satellite receiver, In-Motion Satellite receiver 

Video game consoles 

 19 – Audio equipment or installation, including – 

antenna CB radio speakers tape player 

CB antenna radio stereo equipment satellite radio equipment 

 20 – Vehicle accessories or customizing, including – 

alarm system carpeting running boards steering wheel covers 

bike/ski racks fender skirts seat covers spoilers 

bumper guards luggage rack 

 21 – Vehicle cleaning services or cleaning supplies, including – 

car washes vacuuming cleaning mitts vehicle detailing services 

waxes upholstery sprays protective coating wheel cleaning supplies 

boat cleaning services 

 22 – Other vehicle services, parts, or equipment, including – 

battery cables vent filters jack charcoal canister filters 

gas cable/cap/can brake lights gasket sets windshield wipers 

light bulbs wheel lugs headlights speedometer cable 

wheels/rims hub caps heater repair tire/wheel combination 

upholstery work 

Section 12 – VEHICLE OPERATING EXPENSES 

continued

 

CE-305 (4-1-2009) Page 29
CE-305 (4-1-2009) Page 30

SECTION 12 – VEHICLE OPERATING EXPENSES (continued)

 

 Part B – Licensing, Registration, and Inspection of Vehicles

1 – Driver’s licenses 

 2 – Vehicle inspection 

emissions inspection 

safety inspection 

 3 – State vehicle registration 

 4 – Local vehicle registration 
SECTION 13 – INSURANCE OTHER THAN HEALTH

 

 1 – Long term care insurance 

 2 – Life insurance or other policies which provide benefits in case of death or disability, 

 including – 

term insurance income or disability insurance 

whole-life insurance group-life insurance 

cash benefits straight-life insurance 

mortgage insurance flight insurance 

veterans insurance life endowments 

annuities burial insurance 

HOME INSURANCE 

Insurance protecting your home, furniture, personal effects, or other property against fire, 

 theft, loss, natural disasters, or damage from other means. 

 3 – Homeowners' insurance, including any insurance covered in mortgage payments or flood 

 insurance 

flood insurance fire and extended coverage 

 4 – Renters' insurance 

 5 – Automobile or other vehicle insurance, including – 

liability insurance bodily injury insurance 

collision insurance property damage insurance 

comprehensive insurance no-fault insurance 

 6 – Other types of non-health insurance, including – 

credit card insurance 

personal liability insurance 

mortgage guarantee insurance 

ambulance 

umbrella policies 

 Do not include malpractice insurance. 

CE-305 (4-1-2009) Page 31
SECTION 14 – HOSPITALIZATION AND HEALTH INSURANCE

 

 1 – Health Maintenance Organization 

Expenses usually covered in full, or there may be a modest co-payment at the 

time of your visit. 

 Group/staff type: You go to a central facility (group health center) to 

receive care. 

 Independent practice association (IPA): Providers work from their 

individual offices (and are referred to as primary care physicians). 

 2 – Fee for Service Plan 

You or your insurance company are generally billed after each visit. 

 Traditional fee for service plan: You may go to any doctor or hospital 

you choose. 

 Preferred Provider Organization (PPO): You are given a list of doctors 

from which to choose. If you go to a doctor on the PPO list, more 

expenses are covered than if you go to a doctor not on the list. 

 3 – Commercial Medicare Supplement 

Voluntary contributory private insurance plan available to Medicare recipients. 

Covers the costs of deductibles, co-insurance, physician services, and other 

medical and health services. 

 4 – Special Purpose Plan 

Covers only specific health needs. Examples of special purpose health 

insurance plans are: 

 dental insurance mental health insurance 

 vision insurance dread disease policy 

 prescription drug insurance 

 

 Do not include Medicare Prescription Drug plans. 

CE-305 (4-1-2009) Page 32
 

EYE CARE

1 – Eye examinations, treatment, or surgery, such as – 

 2 – Purchase of eye glasses or contact lenses, such as – 

eye examinations laser surgery eye treatments 

eye glasses contact lenses contact lens insurance 

warranty expenses fittings kits and equipment 

prescription sunglasses 

DENTAL CARE

3 – Dental care, such as – 

examinations bridges root canals teeth whitening in a 

cleanings orthodontic work X-rays dental office 

dentures caps or crowns fillings any other dental services 

INPATIENT CARE

4 – Hospital rooms or services, including – 

anesthetics injections operating room examinations 

blood transfusions oxygen intensive care unit nursing services 

drugs and medicine laboratory tests recovery room X-rays 

treatment rooms therapy any other services 

 From facilities, such as – 

general care hospitals substance abuse hospitals 

psychiatric hospitals birthing centers 

CE-305 (4-1-2009) Page 33

SECTION 15 – MEDICAL AND HEALTH EXPENDITURES

Section 15 – MEDICAL AND HEALTH EXPENDITURES 

continued 
SECTION 15 – MEDICAL AND HEALTH EXPENDITURES 

(continued)

SERVICES BY MEDICAL PROFESSIONALS OTHER THAN PHYSICIANS

5 – All services provided by medical professionals other than physicians, such as – 

chiropractor podiatrist psychologist substance abuse professionals 

acupuncturist midwife homeopath naturopath 

marriage counselor physical therapist nurse practitioners medical massage therapist 

 (certified) 

 Include services provided both inside and outside the home. 

 PHYSICIAN SERVICES

6 – All services provided and billed by physicians, such as – 

general practitioner internist pediatrician gynecologist 

dermatologist urologist psychiatrist any other type of physicians 

surgeon plastic surgeon osteopath 

OTHER MEDICAL CARE SERVICES

7 – Lab tests or x-rays 

 8 – Care in convalescent or nursing home 

X

 -rays blood tests other types of lab tests 

 Do not include services received in a hospital as an inpatient or services for eye and dental care.

 Include all services provided and billed by a convalescent or nursing home. 

 9 – Care for invalids, convalescents, handicapped, or elderly persons in the home 

 Do not include institutional or medical care. 

10 – Adult day care centers 

11 – Other medical care and outpatient services, such as – 

ambulance services blood donation emergency room services 

rescue services outpatient hospital care 

If medical care is given in outpatient department or emergency room, include - 

injections electro cardiogram baby shots physicians check up 

allergy shots skin treatment cardiology test broken bones/sprains 

hearing test cancer treatment blood pressure check 

CE-305 (4-1-2009) Page 34
CE-305 (4-1-2009) Page 35

SECTION 15 – MEDICAL AND HEALTH EXPENDITURES 

(continued)

 MEDICINE OR MEDICAL SUPPLIES

12 – Purchase of hearing aids 

 13 – Prescription drugs 

 14 – Rental of supportive or convalescent medical equipment, such as – 

braces splints whirlpools crutches 

cervical collars slings canes wheelchairs 

ace bandages walkers 

 15 – Purchase of supportive or convalescent medical equipment, such as – 

braces splints whirlpools crutches 

cervical collars slings canes wheelchairs 

ace bandages walkers orthotics power chair/scooter 

 16 – Rental of medical or surgical equipment for general use, such as – 

ice bags sinus masks sun lamps hot water bottles 

blood pressure kits heating pads vaporizers therapeutic heat lamps 

 17 – Purchase of medical or surgical equipment for general use, such as – 

thermometers sinus masks sun lamps therapeutic heat lamps 

ice bags insulin needles hot water bottles syringes 

ostomy supplies heating pads blood pressure kits oxygen 

pollen masks vaporizers home defibrillator orthopedic appliances (supports) 

 Do not include purchases of items such as band-aids, gauze, cotton roll, and cotton balls. 
SECTION 16 – EDUCATIONAL EXPENSES 

 1 – Recreational lessons or other instructions, including – 

golf dancing driving tennis 

music photography skiing painting 

sailing swimming sewing instructional day camps 

skydiving needlepoint cooking self defense 

driving lessons horseback riding 

 2 – Nursery school or child day care centers, including non-instructional day camps 

 3 – Tuition, including – 

college or university business school elementary school high school 

secretarial school parochial school seminary technical school 

ad

 ult education vocational school preparatory school middle/junior high school 

 Include only those expenses paid directly to the school or to other educational facility. 

 Do not report student loans. 

 4 – Housing while attending school, including – 

stu

 dent dormitory sorority fraternity housing for married students 

 Include only those expenses paid directly to the school or to other educational facility. 

 5 – Food or board while attending school 

 Include only those expenses paid directly to the school or to other educational facility.

 6 – Private school bus 

 7 – Test preparation or tutoring services 

8 – Purchase of any school books, supplies, or equipment, which has not already been 

 reported, including – 

text books ruler drafting equipment laboratory equipment 

microscopes art supplies technical books cap and gown 

 9 – Other school related expenses not already reported, including the rental of any school 

 books or expenses 

laboratory fees matriculation fees transportation fees conferences and seminars 

registration fees health fees student union fees 

laundry fees athletic fees rental of school books

cap and gown rentals administration fees rental of school equipment 

 Do not report student loans. 

CE-305 (4-1-2009) Page 36
SECTION 17 – SUBSCRIPTIONS, MEMBERSHIPS, BOOKS,

 AND ENTERTAINMENT EXPENSES 

 

 

Part A – Subscriptions and Memberships 

1 – Subscriptions to newspapers, magazines, or periodicals. Include online subscriptions 

2 – Books purchased from book club 

3 – Season tickets to theater, concert series, opera, other musical series, or amusement parks 

4 – Season tickets to sporting events 

 

5 – Encyclopedias or other sets of reference books 

6 – Golf courses, country clubs and other social organizations 

7 – Health clubs, fitness centers, swimming pools, weight loss centers, or other sports and recreational 

 organizations 

8 – Vacation clubs 

 

9 – Civic, service, or fraternal organization 

10 – Credit card membership fees 

11 – Shopping club memberships such as COSTCO and SAM’S 

12 – Services that use Global Positioning Systems (GPS) such as OnStar, not already reported 

13 – Direct or online dating services 

Section 17 – SUBSCRIPTIONS, MEMBERSHIPS, 

BOOKS, AND ENTERTAINMENT EXPENSES 

continued 

CE-305 (4-1-2009) Page 37
SECTION 17 – SUBSCRIPTIONS, MEMBERSHIPS, BOOKS, 

AND ENTERTAINMENT EXPENSES (continued)

 Part B – Books and Entertainment Expenses 

 Fees for participation in sports, including – 

tennis golf bowling swimming 

billiards 

 Single admissions to spectator sporting events, including – 

football baseball hockey soccer 

auto racing basketball 

 Single admissions to performances, including – 

movies operas plays concerts 

 Single admissions to other entertainment activities, including – 

museums zoos state parks amusement parks 

historic sites 

 Books not purchased through book clubs, including – 

paperbacks hardcover audio digital books 

 Exclude reference books or school books. 

 Single copies of newspapers, magazines, periodicals (non-subscription) 

 Compact discs, audio tapes, or records 

 Do not include blank or recordable CDs or blank or recordable audio tapes. 

 Photographic film, including disposable cameras 

 Photo processing, including – 

digital photo processing video film processing 

 Purchase of video tapes or DVDs 

 Do not include blank or recordable DVDs or blank or recordable video tapes. 

 Rental of video tapes or DVDs, including – 

mail delivery DVD rentals 

CE-305 (4-1-2009) Page 38
SECTION 18 – TRIPS AND VACATIONS 

 Part A – Types of Trips 

1 – Visit friends or relatives 

2 – Business trips 

3 – Recreational trips, such as – 

 Sightseeing 

 Sports events 

 Club or organizational meetings 

 Outdoor recreation 

4 – Any other trips that occur overnight or longer 

5 – Any day trips to a place at least 75 miles away 

Types of Transportation 

COMMERCIAL 

1 – local (taxi, etc.) 

2 – airplane 

3 – train 

4 – bus 

5 – ship 

RENTED 

6 – automobile 

7 – truck, van 

8 – motorcycle, moped 

9 – private plane 

10 – boat, trailer 

11 – camper 

12 – other vehicles 

PRIVATE 

13 – automobiles or other vehicles privately owned or leased by CU 

14 – vehicle owned by someone else 

15 – other transport 

Section 18 – TRIPS AND VACATIONS 

continued 

CE-305 (4-1-2009) Page 39
CE-305 (4-1-2009) Page 40

SECTION 18 – TRIPS AND VACATIONS (continued)

 

 Rental of Sports Equipment 

 Golf clubs 

 Skis/snowboards 

 Fishing equipment 

 Boat 

 Scuba/snorkeling equipment 

 Other sports equipment 

 Fees for Exercising or Playing Sports 

 Golf 

 Fishing 

 Swimming 

 Tennis 

 Skiing/snowboarding 

 Bowling 

 Exercise classes 

 Scuba/snorkeling 

 Other sports 

 Entertainment or Admissions 

 Movies 

 Theater 

 Concerts 

 Museums 

 Tours 

 Sports events 

 Other entertainment events 
SECTION 19 – MISCELLANEOUS EXPENSES

Part A – Miscellaneous Expenses

 1 – Fresh flowers or potted plants 

 

 2 – Professional photography 

 3 – Services of lawyers or other legal professionals, including – 

will divorce civil litigation, including lawsuits, 

bail bonds contracts bankruptcies, etc. 

arbitration services estate settlement criminal litigation, including 

me

 diation traffic citations 

 Do not include fees for business purposes or those related to closing costs 

 for the purchase of real estate.

 

 4 – Accounting fees, including – 

estate management trust management income tax preparation 

 Do not include fees for business purposes. 

 5 – Occupational expenses, such as union dues or professional licenses 

 6 – Gardening or lawn care services, including – 

fertilizing lawn cutting hedge trimming 

tree removal tilling tree pruning 

planting plowing 

 Include any services provided under service contracts. 

 Do not include services that are covered by management or maintenance fees.

 7 – Housekeeping services, including – 

cleaning laundering cooking 

window washing carpet cleaning 

 8 – Home security system service fees 

 9 – Other home services or small repair jobs around the house, not previously reported 

Include diaper service. 

 10 – Moving, storage, or freight, including – 

mo

 ving companies mini-warehouses self-storage units cargo shipping 

 Do not include expenses that are reimbursed by employer or other persons outside of the CU.

 

Section 19 – MISCELLANEOUS EXPENSES 

continued 

 

 

CE-305 (4-1-2009) Page 41
SECTION 19 – MISCELLANEOUS EXPENSES (continued) 

 Part A – Miscellaneous Expenses (continued)

 11 – Stamp or coin collecting, including – 

 12 – Lotteries or games of chance 

stamp albums coin albums first day covers 

 13 – Babysitting, nanny services, or other child care in YOUR home 

 Do not include nursery school care or care in a day care center. 

 14 – Babysitting, nanny services, or other child care in someone ELSE’s home 

 Do not include nursery school care or care in a day care center. 

 15 – Toys or games, including – 

 16 – Arts or crafts kits, including – 

games trains dart board action figures 

infant toys stuffed animals dolls trucks 

model kits rug kits needlepoint kits arts and craft supplies 

 17 – Purchase of pets, pet supplies, or medicine for pets, including – 

aquarium tropical fish dog house collars 

hamster cage pet toys bird cage dog 

guinea pig cat bird hamster 

gerbil 

 18 – Pet services, including – 

grooming kennels license pet daycare 

pet resorts 

 19 – Veterinarian expenses for pets, including – 

vet insurance veterinary treatment 

 20 – Food and beverages for catered affairs 

bridal showers parties Bar/Bat Mitzvahs quinceaneras 

weddings graduations anniversaries confirmations 

 21 – Live entertainment for catered affairs 

 

 22 – Rental of party supplies for catered affairs 

 23 – Purchase or upkeep of cemetery lots or vaults 

 

 24 – Funerals, burials, or cremation, including – 

burial fees flowers for funeral musician honoraria limousines (used 

burial plans clergy funeral transcript during funeral) 

headstones footstones 

CE-305 (4-1-2009) Page 42
CE-305 (4-1-2009) Page 43

SECTION 19 – MISCELLANEOUS EXPENSES (continued) 

 Part B – Contributions 

 GIVEN ANY MONEY BY CASH, CHECKS, OR GIVEN ANY GIFT CARDS TO – 

1 – College students living away from home 

Money to pay for tuition, room, board, books, fees, transportation, clothing, and entertainment 

expenses 

 2 – Any other people not in your CU, such as – 

friends co-workers homeless persons 

street musicians birthday money wedding money 

cash gifts at the office money to assist others 

 PAID ANY OF THE FOLLOWING – 

 3 – Child support 

 

 4 – Alimony 

 GIVEN ANY MONEY BY CASH, CHECKS, MONEY ORDERS, OR CREDIT CARDS TO BENEFIT – 

 5 – Educational institutions, including – 

alumni funds educational endowments parochial schools 

scholarship funds school fund-raisers

 

 6 – Political organizations, including – 

political parties political candidates Political Action Committees (PACs) 

 7 – Religious organizations, including churches, temples, and mosques, including – 

tithes and offerings religious fund raisers 

building funds religious television/radio ministries 

 

 8 – Charities or all other organizations, including – 

Red Cross civic organizations American Cancer Society 

fine arts and literary United Way American Heart Association 

Humane Society 

GIVEN ANY STOCKS, BONDS, OR MUTUAL FUNDS 

 9 – Stocks, bonds, mutual funds 

Include only funds given to persons or organizations outside of your CU 
SELECTED SERVICES AND GOODS 

SECTION 20B – EXPENSE PATTERNS FOR

 Self-service laundry machines 

clothing quilts linens 

coats rugs drapes 

 Laundry or dry cleaning services 

clothing quilts linens 

coats rugs drapes 

 Cigarettes 

 Other tobacco products 

cigars pipe tobacco chewing tobacco 

 Haircutting, styling, manicures, massages and other salon services 

hair coloring pedicures facials 

waxing tanning salons 

 Safe deposit box located in a bank or similar financial institution 

 Charges or fees for personal financial services such as ATM fees or account service charges 

 from financial institutions such as banks, credit unions, and finance companies – 

ATM fees check order fee 

certified check fee money order fee online banking and bill payment fee 

check cashing fee regular service charges below minimum balance fee 

fees for personal loans, except those for real estate management fee for trust, custodial or 

escrow accounts 

 Taxi or limousine service 

 Mass transportation services such as a bus, subway, mini-bus, or train 

CE-305 (4-1-2009) Page 44
SECTION 21 – CREDIT LIABILITY

CREDIT BALANCES 

Do not include mortgages, home equity loans, automobile loans, or business related loans. 

 

 1 – Gasoline credit cards – Shell, Exxon, Citgo, etc. 

 2 – Store credit cards – department, specialty, electronic, or sporting goods 

 3 – Major credit cards – Visa, MasterCard, American Express, Discover, or other revolving credit 

 accounts 

 4 – Store installment credit accounts 

 5 – Financial institutions – banks, brokerages, savings and loans, credit unions, or insurance 

 companies 

 Do not include insurance premium payments. 

 6 – Doctors, dentists, hospitals, or other medical practitioners for expenses not covered by 

 insurance 

 7 – Other credit – education loans, personal loans, or loans from retirement plans 

CE-305 (4-1-2009) Page 45
SECTION 22 - OCCUPATIONS 

01 – Administrator, Manager 

administrator manager funeral director 

 02 – Teacher 

teacher guidance counselor 

 03 – Professional 

registered nurse accountant physician social worker computer systems 

lawyer engineer clergy photographer analyst 

 04 – Administrative Support, including Clerical 

secretary bookkeeper clerk 

receptionist computer assistant typist 

 05 – Sales, Retail 

cashier commodity salesperson door to door salesperson 

apparel salesperson motor vehicle salesperson 

 

 

 06 – Sales, Business Goods and Services 

mining sales representative real estate salesperson

financial services wholesale sales representative 

manufacturing sales representative insurance salesperson 

 07 – Technician 

health technician practical nurse drafting clinical laboratory technician 

electronic technician 

 08 – Protective Service 

private guard police officer firefighter 

 09 – Private Household Service 

nanny household worker 

 10 – Other Service (except private household) 

janitor cook waiter/waitress food preparer food counter/fountain 

child care worker hairstylist maid/houseman orderly worker 

 11 – Machine Operator, Assembler, Inspector 

machine operator assembler inspector 

 12 – Transportation Operator 

truck driver bus driver tractor operator taxi driver 

 13 – Handler, Helper, Laborer 

stock handler freight handler material handler packager construction laborer 

 14 – Mechanic or Repairer, Precision Production 

automobile mechanic machine repairer machinist meat cutter sheet metal worker 

 15 – Construction, Mining 

carpenter electrician painter plumber mining worker 

 16 – Farming 

farmer farm worker 

 17 – Forestry, Fishing, Groundskeeping 

forestry worker fisher groundskeeper animal caretaker 

 18 – Armed Forces 

armed forces 

CE-305 (4-1-2009) Page 46
SECTION 22 – WORK EXPERIENCE AND INCOME

CARD A 

0. Loss 

1. $ 0 – $ 4,999 

2. $ 5,000 – $ 9,999 

3. $ 10,000 – $ 14,999 

4. $ 15,000 – $ 19,999 

5. $ 20,000 – $ 29,999 

6. $ 30,000 – $ 39,999 

7. $ 40,000 – $ 49,999 

8. $ 50,000 – $ 69,999 

9. $ 70,000 – $ 89,999 

10. $ 90,000 – $ 119,999 

11. $ 120,000 and over 

CE-305 (4-1-2009) Page 47
SECTION 22 – WORK EXPERIENCE AND INCOME (continued)

CARD B 

0. Less than $300 

1. $ 300 – $ 399 

2. $ 400 – $ 499 

3. $ 500 – $ 599 

4. $ 600 – $ 699 

5. $ 700 – $ 799 

6. $ 800 – $ 899 

7. $ 900 – $ 999 

8. $ 1,000 – $ 1,499 

9. $ 1,500 and over 

CE-305 (4-1-2009) Page 48
SECTION 22 – WORK EXPERIENCE AND INCOME (continued)

CARD C 

0. Loss 

1. $ 0 – $ 999 

2. $ 1,000 – $ 1,999 

3. $ 2,000 – $ 2,999 

4. $ 3,000 – $ 3,999 

5. $ 4,000 – $ 4,999 

6. $ 5,000 – $ 9,999 

7. $ 10,000 – $ 14,999 

8. $ 15,000 – $ 19,999 

9. $ 20,000 – $ 29,999 

10. $ 30,000 – $ 39,999 

11. $ 40,000 – $ 49,999 

12. $ 50,000 and over 

CE-305 (4-1-2009) Page 49
CALENDAR 

2009 

JANUARY 

S M T W T F S 

1 2 3 

4 5 6 7 8 9 10

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 2 8 29 30 31

JULY 

S M T W T F S 

1 2 3 4 

5 6 7 8 9 10 11 

12 13 14 15 16 17 18 

19 20 21 22 23 24 25 

26 27 28 29 30 31 

FEBRUARY 

S M T W T F S 

1 2 3 4 5 6 7 

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

AUGUST 

S M T W T F S 

1 

2 3 4 5 6 7 8 

9 10 11 12 13 14 15 

16 17 18 19 20 21 22 

23 24 25 26 27 28 29 

30 31

MARCH 

S M T W T F S 

1 2 3 4 5 6 7 

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

29 30 31 

SEPTEMBER 

S M T W T F S 

1 2 3 4 5 

6 7 8 9 10 11 12 

13 14 15 16 17 18 19 

20 21 22 23 24 25 26 

27 28 29 30

 

APRIL 

S M T W T F S 

1 2 3 4 

5 6 7 8 9 10 11

12 13 14 15 16 17 18

19 20 21 22 23 24 25

26 27 28 2 9 30 

OCTOBER 

S M T W T F S 

1 2 3 

4 5 6 7 8 9 10 

11 12 13 14 15 16 17 

18 19 20 21 22 23 24 

25 26 27 28 29 30 31 

MAY 

S M T W T F S 

1 2 

3 4 5 6 7 8 9 

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30

31 

NOVEMBER 

S M T W T F S 

1 2 3 4 5 6 7 

8 9 10 11 12 13 14 

15 16 17 18 19 20 21 

22 23 24 25 26 27 28 

29 30

JUNE 

S M T W T F S 

1 2 3 4 5 6 

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 

DECEMBER 

S M T W T F S 

1 2 3 4 5 

6 7 8 9 10 11 12 

13 14 15 16 17 18 19 

20 21 22 23 24 25 26 

27 28 29 30 31 

CE-305 (4-1-2009) Page 50
CALENDAR 

2010 

JANUARY 

S M T W T F S 

1 2 

3 4 5 6 7 8 9 

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30

31 

JULY 

S M T W T F S 

1 2 3 

4 5 6 7 8 9 10 

11 12 13 14 15 16 17 

18 19 20 21 22 23 24 

25 26 27 28 29 30 31 

FEBRUARY 

S M T W T F S 

1 2 3 4 5 6 

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 

AUGUST 

S M T W T F S 

1 2 3 4 5 6 7 

8 9 10 11 12 13 14 

15 16 17 18 19 20 21 

22 23 24 25 26 27 28 

29 30 31

MARCH 

S M T W T F S 

1 2 3 4 5 6 

7 8 9 10 11 12 13

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31 

SEPTEMBER 

S M T W T F S 

1 2 3 4 

5 6 7 8 9 10 11 

12 13 14 15 16 17 18 

19 20 21 22 23 24 25 

26 27 28 29 30 

APRIL 

S M T W T F S 

1 2 3 

4 5 6 7 8 9 10

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 2 8 29 30 

OCTOBER 

S M T W T F S 

1 2 

3 4 5 6 7 8 9 

10 11 12 13 14 15 16 

17 18 19 20 21 22 23 

24 25 26 27 28 29 30 

31

MAY 

S M T W T F S 

1 

2 3 4 5 6 7 8 

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23 24 25 26 27 28 29

30 31 

NOVEMBER 

S M T W T F S 

1 2 3 4 5 6 

7 8 9 10 11 12 13 

14 15 16 17 18 19 20 

21 22 23 24 25 26 27 

28 29 30

JUNE 

S M T W T F S 

1 2 3 4 5 

6 7 8 9 10 11 12

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28 29 3 0

DECEMBER 

S M T W T F S 

1 2 3 4 

5 6 7 8 9 10 11 

12 13 14 15 16 17 18 

19 20 21 22 23 24 25 

26 27 28 29 30 31 

CE-305 (4-1-2009) Page 51
CE-305 (4-1-2009) Page 52

FRACTION CONVERSION CHART 

Fractions to Percentages 

Fraction % Fraction % Fraction % 

1/2 50.00 1/7 14.29 3/9 33.33 

1/3 33.33 2/7 28.57 4/9 44.44 

2/3 66.67 3/7 42.86 5/9 55.55 

1/4 25.00 4/7 57.14 6/9 66.67 

2/4 50.00 5/7 71.42 7/9 77.78 

3/4 75.00 6/7 85.71 8/9 88.89 

1/5 20.00 1/8 12.50 1/10 10.00 

2/5 40.00 2/8 25.00 2/10 20.00 

3/5 60.00 3/8 37.50 3/10 30.00 

4/5 80.00 4/8 50.00 4/10 40.00 

1/6 16.67 5/8 62.50 5/10 50.00 

2/6 33.33 6/8 75.00 6/10 60.00 

3/6 50.00 7/8 87.50 7/10 70.00 

4/6 66.67 1/9 11.11 8/10 80.00 

5/6 83.33 2/9 22.22 9/10 90.00 
CE-305 (4-1-2009) Page 53

PRIVACY ACT STATEMENT 

The U.S. Census Bureau is conducting the Consumer Expenditure Surveys 

for the Bureau of Labor Statistics of the U.S. Department of Labor under 

title 29, United States Code. The survey’s purpose is to obtain information 

on what Americans are purchasing in order to update the Consumer Price 

Index. All survey information will be used for statistical purposes only. 

Any information you provide for this survey is confidential, by law, under 

title 13, United States Code. Participation in this survey is voluntary and 

there are no penalties for refusing to answer any question(s). However, your 

cooperation is extremely important to help ensure the completeness and 

accuracy of these data.