Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

Page 1 of 307

Tuesday, September 19, 2017

Introduction

This document provides data users with the questions asked of respondents in the 2017 Consumer Expenditure interview questionnaire. It is organized by questionnaire section and includes variable 

names, question text, response options, and skip instructions. As the contents of this document are instrument specifications, which show the organization of the survey from the perspective of the 

person interviewing the respondent, some content, including interviewer help options, icons, and CAPI-specific language, may not be relevant to data users. 

Table of Contents

CEQ survey section Page

Front 2

Coverage 20

Demographics 28

1 General Housing Characteristics 39

2 Rented Living Quarters 41

3 Owned Living Quarters and Other Owned Real Estate 49

4 Utilities and Fuels 91

5 Construction, Repairs, 105

6 Appliances, Household Equipment and Other Selected Items 115

7 Household Item Repairs, Service Contracts, and Extended Warranties 127

8 Home Furnishings and Related Household Items 131

9 Clothing and Clothing Services 137

10 Rented, Leased, and Owned Vehicles 145

11 Rented, Leased, and Owned Vehicles 154

12 Vehicle Operating Expenses 166

13 Health Insurance 180

14 Medical and Health Expenses 200

15 Insurance Other than Health 209

16 Educational Expenses 215

17 Subscriptions, Memberships, Books, and Entertainment Expenses 219

18 Trips and Vacations 224

19 Miscellaneous Expenses 244

20 Expense Patterns for Selected Services and Goods 252

21 Occupations, Work Experience and Income 262

22 Assets and Liabilities 279

Back 291

CHI 302
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

FRONT H_HHROS RESP LN NAME MEMBER RELATIONSHIP CU 

SEX AGE 

1. Enter 1 to Continue

Return to interview

FRONT H_PURPOSE FREQUENTLY ASKED QUESTIONS 

1. What is this survey all about? 

2. Who uses this information? What good is it? 

3. How is the data collected? How many times will I be interviewed?

4. I hesitate to tell some things about myself, what protection do I have?

5. Is this survey authorized by law?

6. Proceed with the interview

1: Goto H_PURPOSE1

2: Goto H_PURPOSE2

3: Goto H_PURPOSE3

4: Goto H_PURPOSE4

5: Goto H_PURPOSE5

6: Return to interivew

FRONT H_PURPOSE1 WHAT IS THIS SURVEY ALL ABOUT?

The Consumer Expenditure Survey collects information from the Nation's 

households and families

on their buying habits (expenditures), income, and characteristics. The 

strength of the survey is that it allows data users to relate the expenditure 

and income of consumers to the characteristics of those consumers. 

1. Enter 1 to Continue

Return to interview

FRONT H_PURPOSE2 WHO USES THIS INFORMATION? WHAT GOOD IS IT?

Data from the Consumer Expenditure Survey are used in a number of 

different ways by a variety of users. An important use of the survey by 

the Bureau of Labor Statistics is for the periodic revisions of the 

Consumer Price Index (CPI). Survey results are used to select new 

market basket of goods and

services for the CPI, to determine the relative importance of CPI 

components and to derive new cost weights for the market 

basket.Government and private agencies use the data to study the 

welfare of particular segments of the population. Economic 

policymakers use the data to study the impact of policy changes in the 

welfare of different socioeconomic groups. Researchers use the data in 

a variety of studies, including those that focus on the spending behavior 

Return to interview
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

of different family types and historical spending trends. 

1. Enter 1 to Continue

FRONT H_PURPOSE3 HOW IS THE DATA COLLECTED?

HOW MANY TIMES WILL I BE INTERVIEWED?

^H_PURPOSE3

1. Enter 1 to Continue

Return to interview

FRONT H_PURPOSE4 I HESITATE TO TELL SOME THINGS ABOUT MYSELF.

WHAT PROTECTION DO I HAVE?

The information that respondents provide is used solely for statistical 

purposes.

All Census Bureau data collectors take an oath of confidentiality and are 

subject

to fines and imprisonment for improperly disclosing information provided 

by respondents. Names and addresses are removed from all forms and 

that information is not released as part of any statistical data.

 

1. Enter 1 to Continue

Return to interview

FRONT H_PURPOSE5 IS THIS SURVEY AUTHORIZED BY LAW?

The Bureau of Labor Statistics conducts the Consumer Expenditure 

Survey under the authority of

Title 29 of the U.S. Code. Congress authorizes the financial support for 

the CE survey through Public Laws 94-439 and 95-205.The Bureau of the 

Census collects the CE data under the authority of Title 13, U.S. Code, 

Section 8b, which allows the Census Bureau to undertake surveys for 

other government agencies. Participation in the survey is voluntary. 

Under Title 13, the Census Bureau holds all information in strict 

confidence. We will not release information reported in the survey which 

would permit the identification of a household or any of its members to 

Return to interview
Consumer Expenditure Survey Interview Question

naire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

Page 4 of 307

Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

anyone outside of the Census Bureau.

1. Enter 1 to Continue

FRONT H_CHGRESP Ask if necessary: 

With whom am I speaking? 

Enter line number

1. ^NAME[1]

2. ^NAME[2]

3. ^NAME[3]

4. ^NAME[4]

5. ^NAME[5]

6. ^NAME[6]

7. ^NAME[7]

8. ^NAME[8]

9. ^NAME[9]

10. ^NAME[10]

11. ^NAME[11]

12. ^NAME[12]

13. ^NAME[13]

14. ^NAME[14]

15. ^NAME[15]

16. ^NAME[16]

17. ^NAME[17]

18. ^NAME[18]

19. ^NAME[19]

20. ^NAME[20]

21. ^NAME[21]

22. ^NAME[22]

23. ^NAME[23]

24. ^NAME[24]

25. ^NAME[25]

26. ^NAME[26]

27. ^NAME[27]

28. ^NAME[28]

Return to interview
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

29. ^NAME[29]

30. ^NAME[30]

FRONT H_STATUS STATUS OF INTERIVEW (X = Section Complete)

1. Survey Info . . . . . . . . (blank/X) 13. Hospital/Health 

Insurance .. (blank/X) 

2. Rental Liv Quarters (blank/X) 14. Medical/Health 

expenditures (blank/X)

3. Owned Liv Quarters (blank/X) 15. Insurance . . . . . . . . . . 

. . . . . (blank/X) 

4. Utility & Fuel . . . . . (blank/X) 16. Education expenses 

. . . . . . . (blank/X) 

5. Construct Repairs . . (blank/X) 17. Subscriptions . . . . . . . 

. . . . . (blank/X) 

6. Appliances . . . . . . . (blank/X) 18. Trips & Vacations . . 

. . . . . . . (blank/X) 

7. HH equipment . . . . . (blank/X) 19. Misc. Expenses . . . . .

. . . . . . (blank/X) 

8. Home furnish . . . . . . (blank/X) 20. Expense patterns . . . . 

. . . . . . (blank/X) 

9. Clothing & Sewing . . (blank/X) 21. Work experience. . . . . 

. . . . . .(blank/X)

10. Rented & Leased Vehicles . (blank/X) 22. Assets & Liabilities. . . . . . . 

. (blank/X)

11. Owned Vehicles . . . (blank/X) 

12. Vehicle Expenses . . (blank/X) 

Return to interview

FRONT lookupkeyword Enter the lookup key word to search for in the Product Database

FRONT Endlooking Enter 1 to Continue and empty product lookup keyword.

... Enter nothing to retain current product keyword.

 Product = (Fill information from 

the "Product" column of excel file.)

 Item Description = (Fill information from the 

"ItemDesc" column of excel file.)

 Section Part-Item Number = (Fill information from the 

"Section" "Part"-"ItemNo" columns of the

 excel file.) 

Exit Help
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Section Variable Name Question Text Skip Instructions

1. Enter 1 to Continue

FRONT Product_Index_File **Non Displayed**

FRONT H_KEYS Function Keys Description:

 F1 Question Help

 F2 (Unassigned)

 F3 (Unassigned)

 F4 Jump Menu

 F5 Show Status

 F6 (Unassigned)

 F7 Item Notes/Remarks

 F8 Return

 F9 Skip to next person/Sec (Currently 

Unavailable)

 F10 Exit

 F11 Calculator

 F12 Repeat 

 Shift-F1 Show HH

 Shift-F2 FAQ

 Shift-F3 (Unassigned)

 Shift-F4 (Unassigned)

 Shift-F5 Language

 Shift-F6 (Unassigned)

 Shift-F7 Show Notes/Remarks

 Shift-F8 Show Prechart

 Shift-F9 Change Respondent

 Shift-F10 Show Function Keys

 Shift-F11 Show Standard Abbr. (Currently 

Unavailable)

 Shift-F12 (Unassigned) 

 Ctrl-D Don't Know

 Ctrl-F3 Show Question Text

 Ctrl-E Blaise Report Error (Currently 

Unavailable)

 Ctrl-F Search Tag

 Ctrl-F7 Case Level Notes

 Ctrl-H Info

Return to interview
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

 Ctrl-K Show Function Keys

 Ctrl-M Show DK & Refused

 Ctrl-R Refused

FRONT H_LQDATA Global Prechart for case (CASEID)

 

Section (X) - (Part X) - (Description)

Return to interview

FRONT DATAMODEL_CK ** Non Displayed ITEM AT THE DATA MODEL LEVEL ** Goto SETBASIC

FRONT SETBASIC ** Non Displayed ** Goto START

FRONT TRAININGCASE THIS IS A TRAINING CASE THIS IS A TRAINING CASE 

THIS IS A TRAINING CASE

 

 THIS 

 

 IS A

 TRAINING

 CASE

THIS IS A TRAINING CASE THIS IS A TRAINING CASE 

THIS IS A TRAINING CASE

1. Enter 1 to Continue

FRONT SENSITIVECASE WARNING! WARNING! WARNING! WARNING! 

WARNING! WARNING! 

 

 THIS 

THIS

 

 CASE 

CASE

 

 

CONTAINS
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

 SENSITIVE 

SENSITIVE

 DATA 

DATA

This case contains data that is considered sensitive and , therefore, you 

must treat the data as though it is production data and apply appropriate 

data stewardship safeguards when using the data. These include, but as 

not limited to, the following:

o Do not store the data to any removable media or to a laptop that is 

not fully encrypted

o Do not take the data offsite, for telework or other reasons

o Do not e-mail the data unless it is sent as an encrypted attachment

o Do ensure that the data, in electronic or hard copy format, are not 

viewed by anyone who does not have sworn status

***If you do not agree to these conditions, exit the case as soon as the 

instrument allows it.***

WARNING! WARNING! WARNING! WARNING! 

WARNING! WARNING! 

1. Enter 1 to Continue

FRONT START CENSUS CATI/CAPI SYSTEM 

 

 CONSUMER EXPENDITURE SURVEYS

 QUARTERLY INTERVIEW SURVEY

 DATE: (current date) TIME: 

(time) 

 INTERVIEW NUMBER: (1/2/3/4/5) CASE STATUS IS: 

(case status)

 (THIS HOUSEHOLD IS A CONFIRMED REFUSAL/ ) 

 (Press END to move to the next unanswered item/ ) 

1: IF INTNMBR = 1 then goto GENINTRO

 ELSE goto SHOSTAT

2: Goto GENINTRO

3: IF OUTCOME = 200, 0 (zero), or 202 then goto 

CK1_START

 ELSEIF OUTCOME = 201 then goto CK3_START

 ELSE exit block and goto BBACK.TRANS

4: Exit block and goto BBACK.VERIFY_INFO

5: IF OUTCOME = 204 then goto CK2_START
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

 

1. Continue

2. Skip notes

3. Ready to transmit

4. Quit

5. Non-interview

 ELSEIF OUTCOME = 201 then goto CK3_START

 ELSE exit block and goto BCOVERAGE.NONTYP

FRONT SHOSTAT (This household was not in sample last quarter. / ) 

 INTERVIEW NUMBER PREVIOUS OUTCOME 

DESCRIPTION 

 (1 / ) (1st month 

outcome #) (outcode description)

 (2 / ) (2nd month 

outcome # ) (Outcome description)

 (3 / ) (3rd month 

outcome # ) (Outcome description)

 ( BC NAME: (name) / ) 

 (BC TITLE: (title) / )

 (BC PHONE NUMBER: ((phone number) / ) 

 (BC ADDRESS: (Street address) / )

 (BC ADDRESS: (street - line 2) / )

 (BC CITY: (city) / ), (BC STATE: (State) / ) (BC ZIP CODE: 

(zipcode) / ) 

 (BC OBSERVATION: (Yes/No) / ) 

1. Enter 1 to Continue

IF ROSTERNAMEONINPUT = Yes then goto 

SHOWROS

ELSE goto SHOW_NOTES

FRONT SHOWROS STATUS OF HOUSEHOLD COMPOSITION

Resp. LN Name Member Relationship CU 

Sex Age 

(X / ) (Line #) (Name) (Yes/No) (Relationship) 

^Cu (1/2) (Age)

 

1. Enter 1 to Continue

Goto SHOW_NOTES

FRONT SHOW_NOTES INFORMATION FROM PREVIOUS QUARTERS INTERVIEW Goto GENINTRO
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

PRECHARTS: Press Shift-F8 to view pre-charts 

BEST TIME TO CALL: (Bestime code description)

 (best time specify) 

SUNDAY INTERVIEW: (No Sunday Interview/Sunday interview okay) 

Language Spoken Last Quarter: (English/Spanish/(specify) ) 

Use CNTRL-F7 to view case level notes 

1. Enter 1 to Continue

FRONT GENINTRO Do not read as worded below 

 

 o Identify yourself - show I.D.

 o (Ask to speak to: (name) / Ask for eligible respondent)

 If unavailable use Shift-F1 for HH roster.

 o (Ask to speak to: (name) / Ask for eligible respondent)2

 o Introduce survey (Ask to speak to: (name) / Ask for eligible 

respondent)3

 o The Household address is:

 (House #) (House #)suf (Street name)

 (Unit Designation)

 

 o Read if necessary

 I am (your name) from the U.S. Census Bureau. Here is my 

identification card.

 We are conducting a Consumer Expenditure Survey for the 

Bureau of Labor Statistics.

 I have some questions I would like to ask you.

 

 Did you receive our letter?

1. Yes

2. No

3. Non-interview

1: Goto INTROB

2: Goto GIVE_LETTER

3: Exit block and goto BCOVERAGE.NONTYP
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

Page 11 of 307

Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

FRONT GIVE_LETTER Hand the respondent the letter.

 Allow time to read

1. Enter 1 to Continue

Goto INTROB

FRONT INTROB Is Respondent ready to complete the interview?

 

1. Continue

2. Reluctant Respondent

3. Non-interview

4. Other Outcome

5. Wrong address

6. Inconvenient time

1: IF INTNMBR = 2-4 AND [(NEWCU ne 1) or 

(NEWCU = 1 AND ROSTERNAMEONINPUT = 'Yes')] 

AND not a replacement case then goto REPLACE_HH 

 ELSE goto VERADD

3: IF MARKTWO = 02 AND MARK = 16 then goto 

CK_INTROB

 ELSE exit block and goto BCOVERAGE.NONTYP

2,4: Exit block and goto BBACK.VERIFY_INFO

5: Exit block and goto BBACK.DONE

6: Exit block and goto BBACK.APPTOTH

FRONT REPLACE_HH Is this a Replacement Household? 

1. Yes

2. No

1: Goto REPLACE_VER

2: Goto VERADD

FRONT REPLACE_VER A replacement household means that there are no members of the 

original household living at this

 address. Are you sure that this is a replacement household?

 (This case is part of a multi-CU household. Verify that ALL original 

members in all CU?s no longer live there. / )

 LN Name Member Relationship CU Sex Age 

 (Line #) (Name) (Yes/No) (Relationship) ^Cu (1/2) (Age)

1. Yes

2. No

1: IF RT8500.TOTALCU = 1 then goto ONE_CU

 ELSE goto REPLACE_VER2

2: Goto CK_REPLACEVER

FRONT REPLACE_VER2 Has a replacement case already been created/spawned for this 

address? 

1 Exit block and goto BBACK.DONE
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Section Variable Name Question Text Skip Instructions

 If unsure, back up to the start screen and Quit out of the instrument so 

you can check

 case management.

1. Yes

2. No

2: Goto MULTI_CU

FRONT ONE_CU A replacement household Case will be spawned.

 You will need to exit this case and pull up the new Case

 in order to interview the replacement household.

 The case you are currently in will automatically become a type C.

 

1. Enter 1 to Continue

Exit block and goto BBACK.DONE

FRONT MULTI_CU A Replacement Household Case will be spawned.

 You will need to exit this case and pull up the New Case in order to 

interview the replacement household.

 This case is part of a Multi-CU Address.

 The case you are currently in will automatically become a type C,

 But you MUST manually Type C all other Cases. (There are (Total 

number of CUs from last quarter) cases that must be Type C'd) If you do not 

have all these cases on your laptop, contact your supervisor so that the other 

cases can be located and Type C'd.

1. Enter 1 to Continue

Exit block and goto BBACK.DONE

FRONT VERADD (* Confirm address information (Only ask if necessary) )

I have your address listed as READ ADDRESS BELOW. Is that your 

exact address?

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

1: Goto MAILAD

2: Goto NADDST1

3,RF: Goto DONE
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Section Variable Name Question Text Skip Instructions

 GQ unit: (GQ Unit Description) Non-City: (Non-city 

address)

 Building: (Building Name)

1. Yes, address is EXACTLY CORRECT as listed.

2. Address is MOSTLY CORRECT, needs minor changes.

3. INCORRECT ADDRESS

FRONT NADDST1 Enter corrections for House Number or press ENTER for 

Same/No Change.

 

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

 GQ unit: (GQ Unit Description) 

 Non-City: (Non-city address)

 Building: (Building Name)

Goto NADDST2

FRONT NADDST2 Enter corrections for House # Suffix or Press ENTER for Same/No 

Change

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

 GQ unit: (GQ Unit Description) 

 Non-City: (Non-city address)

 Building: (Building Name)

Goto NADDST3

FRONT NADDST3 Enter corrections for Street Name or Press ENTER for Same/No 

Change

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

 GQ unit: (GQ Unit Description) 

 Non-City: (Non-city address)

 Building: (Building Name)

Goto NADDST4
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

FRONT NADDST4 Enter corrections for Unit Designation or Press ENTER for 

Same/No Change

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

 GQ unit: (GQ Unit Description) 

 Non-City: (Non-city address)

 Building: (Building Name)

IF FRAME = 3 or RT25.GQINAREA = 1 then goto 

NADDST5

ELSE goto NADDST6

FRONT NADDST5 Enter corrections for Group Quarters Unit Description or Press 

ENTER for Same/No Change

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

 GQ unit: (GQ Unit Description) 

 Non-City: (Non-city address)

 Building: (Building Name)

Goto NADDST6

FRONT NADDST6 Enter corrections for Non City Style Address or Press ENTER for 

Same/No Change

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

 GQ unit: (GQ Unit Description) 

 Non-City: (Non-city address)

 Building: (Building Name)

Goto NADDPHYS

FRONT NADDPHYS Enter corrections for Physical Description or Press ENTER for 

Same/No Change

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

Goto NADDCT
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

Page 15 of 307

Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

 GQ unit: (GQ Unit Description) 

 Non-City: (Non-city address)

 Building: (Building Name)

FRONT NADDCT Enter corrections for City or Press ENTER for Same/No Change

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

 GQ unit: (GQ Unit Description) 

 Non-City: (Non-city address)

 Building: (Building Name)

Goto NADDST

FRONT NADDST ? [F1]

 Enter corrections for State or Press ENTER for Same/No 

Change

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

 GQ unit: (GQ Unit Description) 

 Non-City: (Non-city address)

 Building: (Building Name)

Goto NADDZP

FRONT NADDZP Enter corrections for Zipcode or Press ENTER for Same/No Change

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

 GQ unit: (GQ Unit Description) 

 Non-City: (Non-city address)

 Building: (Building Name)

IF entry lt 5 digits then goto CK_NADDZP

ELSE goto NADDBUIL

FRONT NADDBUIL Enter corrections for Building Name or Press ENTER for Same/No 

Change

Goto CK_ADDRESS
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

 (House #) (House #)SUF (Street Name) (Unit 

Designation)

 (City), (State) (Zipcode)

 Phy des: (Physical Description) 

 GQ unit: (GQ Unit Description) 

 Non-City: (Non-city address)

 Building: (Building Name)

FRONT MAILAD (Is this also your mailing address?/I have your mailing address as *READ 

ADDRESS BELOW. Is that correct?)

(Mailing address entries / physical address entries)

1. Yes

2. No

1: Goto PHONENUM

2: Goto NMAILST1

FRONT NMAILST1 Enter change to Mailing address - House # or Press ENTER for Same/No 

Change

Address: Mailing Address: 

(House #) (House #)SUF (Street Name) (House #) (House 

#)SUF (Street Name)

(Unit Designation) (Unit Designation)

(City), (State) (Zipcode) 

(City), (State) (Zipcode)

Phys des: (Physical Description) 

GQ unit: (GQ Unit Description) GQ unit: (GQ 

Unit Description)

Non-Cty: (Non-city address) Non-city: (Non City 

Address)

Building: (Building Name) 

Goto NMAILST2

FRONT NMAILST2 Enter change to Mailing address - House # suffix or Press ENTER for 

Same/No Change

Address: Mailing Address: 

(House #) (House #)SUF (Street Name) (House #) (House #)SUF 

(Street Name)

(Unit Designation) (Unit Designation)

Goto NMAILST3
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Section Variable Name Question Text Skip Instructions

(City), (State) (Zipcode) (City), (State) 

(Zipcode)

Phys des: (Physical Description) 

GQ unit: (GQ Unit Description) GQ unit: (GQ Unit 

Description)

Non-Cty: (Non-city address) Non-city: (Non City 

Address)

Building: (Building Name) 

FRONT NMAILST3 Enter change to Mailing address - Street Name or Press ENTER for 

Same/No Change

Address: Mailing Address: 

(House #) (House #)SUF (Street Name) (House #) (House #)SUF 

(Street Name)

(Unit Designation) (Unit Designation)

(City), (State) (Zipcode) (City), (State) (Zipcode)

Phys des: (Physical Description) 

GQ unit: (GQ Unit Description) GQ unit: (GQ Unit 

Description)

Non-Cty: (Non-city address) Non-city: (Non City 

Address)

Building: (Building Name) 

Goto NMAILST4

FRONT NMAILST4 Enter change to Mailing address - Unit Designation or Press ENTER for 

Same/No Change

Address: Mailing Address: 

(House #) (House #)SUF (Street Name) (House #) (House #)SUF 

(Street Name)

(Unit Designation) (Unit Designation)

(City), (State) (Zipcode) (City), (State) (Zipcode)

Phys des: (Physical Description) 

GQ unit: (GQ Unit Description) GQ unit: (GQ Unit 

Description)

Non-Cty: (Non-city address) Non-city: (Non City Address)

Building: (Building Name) 

IF FRAME = 3 OR RT25.GQINAREA = 1 then goto 

NMAILST5

ELSE goto NMAILST6

FRONT NMAILST5 Enter change to Mailing address - GQ Unit Description or Press ENTER 

for Same/No Change

Goto NMAILST6
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

Page 18 of 307

Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

Address: 

Mailing Address: 

(House #) (House #)SUF (Street Name) (House #) (House #)SUF 

(Street Name)

(Unit Designation) (Unit Designation)

(City), (State) (Zipcode) (City), (State) 

(Zipcode)

Phys des: (Physical Description) 

GQ unit: ^MGQUNITINFO GQ unit: (GQ Unit Description)

Non-Cty: (Non-city address) Non-city: (Non City Address)

Building: (Building Name) 

FRONT NMAILST6 Enter change to Mailing address - Non-City Style Address or Press 

ENTER for Same/No Change

Address: Mailing Address: 

(House #) (House #)SUF (Street Name) (House #) (House #)SUF 

(Street Name)

(Unit Designation) (Unit Designation)

(City), (State) (Zipcode) (City), (State) (Zipcode)

Phys des: (Physical Description) 

GQ unit: (GQ Unit Description) GQ unit: (GQ Unit 

Description)

Non-Cty: (Non-city address) Non-city: (Non City Address)

Building: (Building Name) 

IF no entry in NMAILST1 and NMAILST6 then goto 

CK_NMAILST6

ELSE goto NMAILCT

FRONT NMAILCT Enter change to Mailing address - City or Press ENTER for Same/No 

Change

Address: Mailing Address: 

(House #) (House #)SUF (Street Name) (House #) (House #)SUF 

(Street Name)

(Unit Designation) (Unit Designation)

(City), (State) (Zipcode) (City), (State) (Zipcode)

Phys des: (Physical Description) 

GQ unit: (GQ Unit Description) GQ unit: (GQ Unit 

Description)

Non-Cty: (Non-city address) Non-city: (Non City Address)

Building: (Building Name) 

Goto NMAILST

FRONT NMAILST ? [F1] Goto NMAILZP1
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 Enter change to Mailing address -State or Press ENTER for Same/No 

Change

Address: Mailing Address: 

(House #) (House #)SUF (Street Name) (House #) (House #)SUF 

(Street Name)

(Unit Designation) (Unit Designation)

(City), (State) (Zipcode) (City), (State) (Zipcode)

Phys des: (Physical Description) 

GQ unit: (GQ Unit Description) GQ unit: (GQ Unit 

Description)

Non-Cty: (Non-city address) Non-city: (Non City Address)

Building: (Building Name) 

FRONT NMAILZP1 Enter change to Mailing address - Zipcode or Press ENTER for Same/No 

Change

Address: Mailing Address: 

(House #) (House #)SUF (Street Name) (House #) (House #)SUF 

(Street Name)

(Unit Designation) (Unit Designation)

(City), (State) (Zipcode) (City), (State) (Zipcode)

Phys des: (Physical Description) 

GQ unit: (GQ Unit Description) GQ unit: (GQ Unit 

Description)

Non-Cty: (Non-city address) Non-city: (Non City Address)

Building: (Building Name) 

IF entry lt 5 digits then goto CK_NMAILZP1

ELSE goto CL_MAILADDRESS

FRONT PHONENUMBER Ask or verify, if necessary.

What is your telephone number?

 Enter phone number or 0 for None

IF PHONENUMBER lt 10 digits and ne 0 then goto 

CK_PHONENUMBER

ELSE goto PHONENUMBER2

FRONT PHONENUMBER2 Ask or verify, if necessary.

Do you have another phone number where I can reach you?

 Enter phone number or 0 for None

IF PHONENUMBER lt 10 digits and ne 0 then goto 

CK_PHONENUMBER2

ELSE goto EMAILADDRESS

FRONT EMAILADDR Ask or verify, if necessary Exit block and goto BCOVERAGE
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Can I have your e-mail address?

 Enter E-Mail or press ENTER for None/Same

COVERAGE NONTYP

 What type of non-interview do you have?

 Type A = No one home, Temporarily absent, or refusal

 Type B = Vacant, under construction, occupied by persons with URE

 Type C = Demolished, house moved, merged, condemned, located on 

base, CU moved

 

1. TYPE A

2. TYPE B

3. TYPE C

1: Goto TYPEA

2: Goto TYPEB

3: Goto TYPEC

COVERAGE TYPEA Enter TYPE A noninterview

 

1. No one home

2. Temporarily Absent

3. Refused

4. Other Type A -specify

1,2: IF RT2501.URRAL = R and (RT2501.FRAME ne 

3 or RT2501.GQTYPE = 901 or 903) AND (REPLACE = 

1 or ( (INTNMBR = 1 or NEWCU = 1) AND NEWUNIT 

ne S) then goto FM_SALES

 ELSEIF ( (INTNMBR = 1 or _NEWCU_ = 1) and 

NEWUNIT ne S) then goto GQ_UNIT

 ELSE goto RACETYP

3: Goto REF_RSN

4: IF RT25.IMPADD = 1 then goto CK_TYPEA

 ELSE goto TYPEASP

COVERAGE TYPEASP Specify other TYPE A IF RT2501.URRAL = R and (RT2501.FRAME ne 3 or

 RT2501.GQTYPE = 901 or 902) AND 

(REPLACE = 1 or ( (INTNMBR = 1 or _NEWCU_ = 1) 

AND NEWUNIT ne S) then goto FM_SALES

IF ( (INTNMBR = 1 or _NEWCU_ = 1) and NEWUNIT 

ne S) then goto GQ_UNIT
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ELSE goto RACETYP

COVERAGE REF_RSN Enter type of refusal

 

1. Hostile Respondent

2. Time Related Excuses

3. Language Problems

4. Other Refusal - specify

1-3: IF RT2501.URRAL = R and (RT2501.FRAME ne 

3 or RT2501.GQTYPE = 901 or 902) AND (REPLACE = 

1 or ( (INTNMBR = 1 or _NEWCU_ = 1) AND NEWUNIT 

ne S) then goto FM_SALES

 ELSEIF ( (INTNMBR = 1 or _NEWCU_ = 1) and 

NEWUNIT ne S) then goto GQ_UNIT

 ELSE goto RACETYP

4: Goto REASON_S

COVERAGE REASON_S Specify type of refusal IF RT2501.URRAL = R and (RT2501.FRAME ne 3 or 

RT2501.GQTYPE = 901 or 902) AND (REPLACE = 1 

or ( (INTNMBR = 1 or _NEWCU_ = 1) AND NEWUNIT 

ne S) then goto FM_SALES

ELSEIF ( (INTNMBR = 1 or _NEWCU_ = 1) and 

NEWUNIT ne S) then goto GQ_UNIT

ELSE goto RACETYP

COVERAGE TYPEB Enter TYPE B noninterview

 

1. Vacant (for rent)

2. Vacant (for sale)

3. Vacant (other)

4. Occupied by persons with URE

5. Under construction, not ready

6. All persons under 16

7. Unfit or to be demolished

8. Unoccupied tent or trailer site

9. Permit granted, construction not started

10. Other Type B -specify

1,2,4-7: IF ( (INTNMBR = 1 or _NEWCU_ = 1) and 

NEWUNIT ne S) then goto GQ_UNIT

 ELSE goto BCONTACT.BYOBS

3: Goto VACANT_S

8,9: Goto BCONTACT.BYOBS

10: Goto TYPEB_SP

COVERAGE TYPEB_SP Specify other TYPE B IF ((INTNMBR = 1 or _NEWCU_ = 1) and NEWUNIT ne 

S) then goto GQ_UNIT

ELSE goto BCONTACT.BYOBS

COVERAGE VACANT_S Specify type of vacant IF ((INTNMBR = 1 or _NEWCU_ = 1) and NEWUNIT ne 
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S) then goto GQ_UNIT

ELSE goto BCONTACT.BYOBS

COVERAGE TYPEC Enter TYPE C noninterview 

1. Demolished

2. House or Mobile Home moved

3. Converted to permanent nonresidential use

4. Merged with units in the same structure

5. Condemned

6. Located on military base (post)

7. Unused serial # on listing sheet

8. CU moved

9. CU merged with another CE CU within same address

10. Spawned in error

11. Unlocatable Sample Address

12. Unit does not exist or Unit is out of scope

13. Other type C - specify

1,2,4-6,8-9: Goto BContact.BYOBS

3,7,10: Goto END_COVERAGE

11: IF (RT25.IMPADD = 0 or blank) then goto 

CK_TYPEC

 ELSE goto END_COVERAGE

12: IF RT25.DESIGN = 00 then goto CK_TYPEC2

 ELSE goto END_COVERAGE

13: Goto TYPEC_SP

COVERAGE TYPEC_SP Specify other TYPE C Goto BContact.BYOBS

COVERAGE FM_SALES During the past 12 months did sales of crops, livestock, and other farm 

products from this place

amount to $1,000 or more?

 

1. Yes

2. No

Goto GQ_UNIT

COVERAGE GQ_UNIT Indicate if the unit is:

1. In a Group Quarters

2. NOT in a Group Quarters

1: Goto HUTYPE

2,DK: IF FRAME ne 3 then goto DIRACC

 ELSE goto HUTYPE

COVERAGE DIRACC Indicate if access to the household is:

1. Direct

2. Through another unit

1: Goto HUTYPE

2,DK: Goto MERGUA

COVERAGE MERGUA ? [F1]

 

Is this a merged unit?

1,DK: Goto HUTYPE

2: Goto CK_MERGUA
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1. Merged

2. Not Merged

COVERAGE HUTYPE Enter type of Housing Unit.

1. House, apartment, flat

2. HU in non-transient hotel, motel, etc

3. HU permanent in transient hotel, motel, etc.

4. HU in rooming house

5. Mobile home or trailer with no permanent room added

6. Mobile home or trailer with one or more permanent rooms added

7. HU not specified above

8. Quarters not HU in rooming or boarding house

9. Students quarters in college dormitory

10. Group Quarters unit not specified above

1-6,8,9,DK: Goto UNISTRQ

7,10: IF TYPEB ne 8 then goto HUTYPESP

 ELSE goto UNISTRQ

COVERAGE HUTYPESP Enter other type of housing unit Goto UNISTRQ

COVERAGE UNISTRQ Ask if not apparent

How many housing units, both occupied and vacant, are there in this 

structure?

 

 

1. Only Group Quarters units

2. Mobile home or trailer

3. One, detached

4. One, attached

5. 2

6. 3 - 4

7. 5 - 9

8. 10 - 19

9. 20 - 49

10. 50 or more

IF NONTYPE = 2 (type b) then goto BYOBS

ELSEIF NONTYP = 1 then goto RACETYP

ELSE goto END_COVERAGE

COVERAGE BYOBS Did you classify this unit by observation only?

 

 PREVIOUS OBSERVATION: (YES/NO)

1: Exit block and goto END_COVERAGE

2: Goto CP1NAME
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1. Yes

2. No

COVERAGE CP1NAME Enter contact person name

 Press enter if no change is needed

PREVIOUS NAME: (Previous Contact Persons Name)

Goto CP1TITL

COVERAGE CP1TITL Enter contact person title

 Press enter if no change is needed

PREVIOUS TITLE: (Title)

Goto PHON

COVERAGE PHON Enter contact person phone number and extension 

 Press enter if no change is needed 

 PREVIOUS PHONE NUMBER: (Previous phone) 

 PREVIOUS EXTENSION: (Previous extension)

IF entry is less than 10 digits then goto CK_CP1PHONE

ELSE goto CP1ADD1

COVERAGE CP1ADD1 Enter contact person street address

 Press enter if no change is needed

PREVIOUS ADDRESS: (Previous address)

 (previous address - 2nd line)

 (Previous city) (previous state) 

(previous zipcode) - (previous zipcode extension)

Goto CP1ADD2

COVERAGE CP1ADD2 Enter contact person second line of address, if necessary

 Press enter if no change is needed

 PREVIOUS ADDRESS: (Previous address)

 (previous address - 2nd line)

 (Previous city) (previous state) 

Goto CP1PO
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(previous zipcode) - (previous zipcode extension)

COVERAGE CP1PO Enter town or city

 Press enter if no change is needed

 PREVIOUS ADDRESS: (Previous address)

 (previous address - 2nd line)

 (Previous city) (previous state) 

(previous zipcode) - (previous zipcode extension)

Goto CP1ST

COVERAGE CP1ST ? [F1] 

 Enter state

 Press enter if no change is needed

 PREVIOUS ADDRESS: (Previous address)

 (previous address - 2nd line)

 (Previous city) (previous state) 

(previous zipcode) - (previous zipcode extension)

IF entry is not a valid 2-digit state code then goto 

CK_CP1ST

ELSE goto CP1ZIP9

COVERAGE CP1ZIP9 Enter zipcode 

Press enter if no change is needed 

PREVIOUS ADDRESS: (Previous address)

 (previous address - 2nd line)

 (Previous city) (previous state) 

(previous zipcode) - (previous zipcode extension)

IF entry is lt 5 digits then goto CK_CP1ZIP9

ELSEIF CP1ZIP9[6:4] is less than 4 digits then 

 goto CK2_CP1ZIP9

ELSE exit block and goto END_COVERAGE

COVERAGE RACETYP The items below are required information for all TYPE A cases.

Race code

 

 

1. White

2. Black or African American

3. American Indian or Alaska native

4. Asian

5. Native Hawaiian

Goto HH_MEMQ
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6. Guamanian or Chamorro

7. Samoan

8. Other Pacific Islander

9. Other 

COVERAGE HH_MEMQ The items below are required information for all TYPE A cases.

Number of household members:

Goto TENURE

COVERAGE TENURE The items below are required information for all TYPE A cases.

Tenure code

 

1. Owned

2. Rented

1,2: Goto HHQSRCE

DK: Goto BUILD_A

COVERAGE BUILD_A Which best describes this building?

1. Single family detached

2. Townhouse - inner unit

3. End row or end townhouse

4. Duplex

5. 3-plex or 4-plex

6. Garden

7. High-rise

8. Apartment or flat

9. Mobile home or trailer

10. College dormitory

Goto HHQSRCE

COVERAGE HHQSRCE What was the source of the information for the household

 characteristics?

 Enter all that apply, separate with commas

1. Observation

2. Neighbor

1-3: IF TYPE A (outcome is 321-324) then goto 

REF_SEX

 ELSE goto END_COVERAGE

4: Goto HHQ_SP
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3. Building Manager

4. Other (Specify)

COVERAGE HHQ_SPECIFY Specify other source of information IF Type A (outcome is 321-324) then goto REF_SEX

ELSE goto END_COVERAGE

COVERAGE REF_SEX Provide the characteristics of the individual who refused to participate.

Sex of individual 

 

1. Male

2. Female

Goto REF_RACE

COVERAGE REF_RACE Provide the characteristics of the individual who

 refused to participate.

Race of individual

 

1. White

2. Black or African American

3. American Indian or Alaska native

4. Asian

5. Native Hawaiian

6. Guamanian or Chamorro

7. Samoan

8. Other Pacific Islander

9. Other 

Goto REF_AGED

COVERAGE REF_AGED

 Provide the characteristics of the individual who

 refused to participate.

Approximate age of individual

 

1. Under 20

2. 21 - 50

Goto END_COVERAGE
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3. 51 - 74

4. 75 or older

COVERAGE END_COVERAGE ** Non Displayed ** IF (TYPEC = 3, 7, 10-12) then goto 

BBACK.BlkAppt.DONE

ELSEIF (NONTYP = 1 or 2) OR (TYPEC = 1, 2 4-6, 8 or 

11) then goto BBACK.BlkAppt.THANK2

All others goto START_DEMOS

DEMOGRAPHICS STLLIV I have listed . . . . READ NAMES

(All of these/this) (person/people) still living or staying here?

(This case is part of a Multi-CU address. There are (number) households 

for this address/ )

(Lis tof persons in the household)

1. Yes

2. No

Goto TUNIT1 Block - PERSTAT

DEMOGRAPHICS PERSTAT (Use up/down arrows to move to the correct row for membership 

change. When done, REVIEW/Update demographics. Press END key./Use 

left/right arrows to 

7. Delete person

8. CU member deceased

9. Reinstate person

99. Error - Person should not have been listed

DEMOGRAPHICS FNAME (What is the name of the next person living or staying here?/What are the 

names of all persons living or staying here?) 

 Enter 999 if no more persons.

16 characters: Goto LNAME

999: IF ROW = 1 then goto ERR_FNAME

 ELSEIF MEMBNO < Nrosize + 1 then goto 

CK_FNAME

 ELSE exit block and goto CHECKS

DEMOGRAPHICS LNAME Enter Last Name Goto CU_CODE

DEMOGRAPHICS CU_CODE Ask if not apparent IF more than 1 reference person (CU_CODE = 1) has 

been selected (refpercnt > 1) then goto CK_CHECKS2
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What is (your/NAME's) relationship to (you/the owner/renter/name of 

reference person)?

 If this is the Reference Person, enter 1

(The Reference person is one of the persons who owns or rents this home.)

1. Reference person

2. Spouse (Husband/Wife)

3. Child or adopted child

4. Grandchild

5. In-Law

6. Brother or Sister

7. Mother or Father

8. Other related person (Aunt, Uncle, etc.)

9. Unrelated Person (Lodger, Lodger's spouse, foster child, etc)

10. Unmarried Partner

ELSEIF 2 or 10 entered and there is another household 

member with cu_code = 2 or 10 then goto Ck_Spouse

ELSE goto SEX

DEMOGRAPHICS SEX Ask if not apparent

Is ^NAME male or female?

1. Male

2. Female

1,2: IF cu_code = 2 and SEX = sex[refper] then goto 

CK_SEX1

 ELSE goto AWAY_COL

DK,RF: Goto AWAY_COL

DEMOGRAPHICS AWAY_COL Ask if not apparent 

Is ^NAME living away at college?

 

1. Yes

2. No

1: IF CU_CODE = 1 then goto CK_AWAYCOL

 ELSE goto HH_MEM

2,DK,RF,EMPTY: Goto HH_MEM

DEMOGRAPHICS HH_MEM Does ^NAME usually live here?

 Probe if usual place of residence is elsewhere.

 

1. Yes

2. No

1,DK,RF,EMPTY: Goto Set_Flags

2: IF CU_CODE = 2 then goto CK_HHMEM

 ELSE goto Set_Flags

DEMOGRAPHICS CHECKS ** Non Displayed ** IF RefPerCnt = EMPT then goto CK_CHECKS1
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IF any CU_CODE = EMPTY then goto CK_CUCODE

IF any SEX = EMPTY then goto CK_SEX

IF any AWAY_COL = EMPTY then goto CK_AWAYCOL

IF any HH_MEM = EMPTY then goto CK_HHMEM

ELSE goto HHRESP

DEMOGRAPHICS HHRESP Ask if necessary

With whom am I speaking? 

 Enter line number

1. NameOnly[1]

2. NameOnly[2]

3. NameOnly[3]

4. NameOnly[4]

5. NameOnly[5]

6. NameOnly[6]

7. NameOnly[7]

8. NameOnly[8]

9. NameOnly[9]

10. NameOnly[10]

11. NameOnly[11]

12. NameOnly[12]

13. NameOnly[13]

14. NameOnly[14]

15. NameOnly[15]

16. NameOnly[16]

17. NameOnly[17]

18. NameOnly[18]

19. NameOnly[19]

20. NameOnly[20]

21. NameOnly[21]

22. NameOnly[22]

23. NameOnly[23]

24. NameOnly[24]

25. NameOnly[25]

26. NameOnly[26]

IF HHRESP gt NROSIZE then goto CK_HHRESP

ELSEIF (MEMBSTAT[HHRESP] = 1 and 

PERSTAT[HHRESP] ne 9) OR (MEMBSTAT[HHRESP] 

= 5) OR (PERSTAT[HHRESP] = 7, 8 or 99) OR 

(HH_MEM[HHRESP] = 2 or blank) then goto 

CK_HHRESP2

ELSEIF ((INTNMBR = 1 or NEWCU = 1) and NEWUNIT 

ne S) OR REPLACE = 1 AND NROSIZE less than 30 

then goto MLIVE

ELSEIF ((INTNMBR = 1 or NEWCU = 1) and NEWUNIT 

ne S) OR REPLACE = 1 AND NROSIZE eq 30 then exit 

block and goto BSUBFAMILY, BSFMAKEUP or TUNIT2 

as appropriate 

ELSE goto NEWLIV
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Section Variable Name Question Text Skip Instructions

27. NameOnly[27]

28. NameOnly[28]

29. NameOnly[29]

30. NameOnly[30]

95. Proxy Respondent

DEMOGRAPHICS MLIVE So I have listed ^PerNum ^peopleperson living or staying here now.

 (Lis tof persons in the household)

Is there anyone else living or staying here now - any babies, small 

children, non-relatives or anyone else?

 Please verify that the information on this screen is correct.

1. Yes

2. No

1: Go back to where FNAME = 999

2,DK,RF: Exit block and goto BSUBFAMILY, 

BSFMAKEUP or TUNIT2 as appropriate

DEMOGRAPHICS NEWLIV Is anyone else living or staying here, including newborn babies?

(Lis tof persons in the household)

 

1. Yes, add new person

2. No

1: Go back to where FNAME = 999

2: Exit block and goto BSUBFAMILY, BSFMAKEUP 

or TUNIT2 as appropriate

DEMOGRAPHICS SUBFAM1 Earlier you said that (Name) was not related to (Name of reference 

person).

Is (Name) related to anyone else in this household? 

1. Yes

2. No

1: Goto SUBFAM2

2: IF no more non-rels then goto SET_SUBFAMS

 ELSE goto SUBFAM1 for next unassigned non-rel

DEMOGRAPHICS SUBFAM2 Who is (Name) related to?

 PROBE: Anyone else?

 Enter line number(s), separate with commas

1. ^NAME[1]

2. ^NAME[2]

3. ^NAME[3]

IF SUBFAM2 gt NROSIZE then goto CK_SUBFAM2

ELSEIF no more non-rels then goto SET_SUBFAMS

ELSE goto SUBFAM, for next unassigned non-rel
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4. ^NAME[4]

5. ^NAME[5]

6. ^NAME[6]

7. ^NAME[7]

8. ^NAME[8]

9. ^NAME[9]

10. ^NAME[10]

11. ^NAME[11]

12. ^NAME[12]

13. ^NAME[13]

14. ^NAME[14]

15. ^NAME[15]

16. ^NAME[16]

17. ^NAME[17]

18. ^NAME[18]

19. ^NAME[19]

20. ^NAME[20]

21. ^NAME[21]

22. ^NAME[22]

23. ^NAME[23]

24. ^NAME[24]

25. ^NAME[25]

26. ^NAME[26]

27. ^NAME[27]

28. ^NAME[28]

29. ^NAME[29]

30. ^NAME[30]

DEMOGRAPHICS SET_SUBFAMS ** Non Displayed ** Goto BFSMAKEUP Block - SHELTX

DEMOGRAPHICS SHELTX (Begin financial responsibility questions to determine CU's/ )

(Do/Does) (READ NAMES) pay for all (his/her/their) housing 

expenses with (his/her/their) own money? 

 

(subfamily names)

 

1. Yes

2. No

Goto FOODX
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DEMOGRAPHICS FOODX (Do/Does) (READ NAMES) pay for all (his/her/their) food 

expenses with (his/her/their) own money? 

 

(subfamily names)

 

1. Yes

2. No

1: IF SHELTX = 1 and there are no more subfams 

then goto UPDATE_SUBFAM

 ELSEIF SHELTX = 1 then goto SHELTX for next 

subfam 

 ELSE goto OTHERX

2,DK,RF: Goto OTHERX

DEMOGRAPHICS OTHERX (Do/Does) (READ NAMES) pay for all (his/her/their) other living expenses 

such as clothing, transportation, etc., with (his/her/their) own money? 

(subfamily names)

 

1. Yes

2. No

1: IF SHELTX = 1 OR FOODX = 1 AND there are no 

more subfamiles then goto UPDATE_SUBFAM

 ELSEIF SHELTX = 1 OR FOODX = 1 then goto 

SHELTX for next subfamily

 ELSE goto SUPSRC

2,DK,RF: Goto SUPSRC

DEMOGRAPHICS SUPSRC Does all or part of the money to pay for (READ NAMES)

(housing/food/other living expenses...) come from someone in this 

household?

(subfamily names)

1. Yes

2. No

1: Goto SUPRT1

2,DK,RF: IF no more subfamilies then goto 

UPDATE_SUBFAM

 ELSE goto SHELTX for next subfamily

DEMOGRAPHICS SUPRT1 Who is that person(s)?

 Enter line number(s), separate with commas

1. ^NAME[1]

2. ^NAME[2]

3. ^NAME[3]

4. ^NAME[4]

5. ^NAME[5]

6. ^NAME[6]

7. ^NAME[7]

8. ^NAME[8]

9. ^NAME[9]

10. ^NAME[10]

IF SUPRT1 gt NROSIZE then goto CK_SUPRT1

ELSEIF no more subfamilies then goto 

UPDATE_SUBFAM 

ELSE goto SHELTX for next subfamily
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11. ^NAME[11]

12. ^NAME[12]

13. ^NAME[13]

14. ^NAME[14]

15. ^NAME[15]

16. ^NAME[16]

17. ^NAME[17]

18. ^NAME[18]

19. ^NAME[19]

20. ^NAME[20]

21. ^NAME[21]

22. ^NAME[22]

23. ^NAME[23]

24. ^NAME[24]

25. ^NAME[25]

26. ^NAME[26]

27. ^NAME[27]

28. ^NAME[28]

29. ^NAME[29]

30. ^NAME[30]

DEMOGRAPHICS UPDATE_SUBFAM ** Non Displayed ** IF more than 1 CU then exit block and goto 

CONSUMER_UNITS

ELSE goto CU_INTRO

DEMOGRAPHICS CONSUMER_UNITS HOUSEHOLD MEMBERS BROKEN INTO APPROPRIATE CU'S

 (List CU#, Line number, and name)

1. Enter 1 to Continue

Goto CU_INTRO

DEMOGRAPHICS CU_INTRO During this interview, I will use the word household to refer to the group 

of related persons who are independent of all other persons living at this 

address for payment of their major expenses. 

A "household" is considered one Consumer Unit

 

The (person/ persons) I'm including in your household (are/is) (READ 

NAME(S)) 

 

(Names of Cu members)

Goto TUNIT2 block
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1. Enter 1 to Continue

DEMOGRAPHICS NAME ** SHOW ONLY **

DEMOGRAPHICS CU_CODE ** SHOW ONLY **

1. Reference person

2. Spouse (Husband/Wife)

3. Child or adopted child

4. Grandchild

5. In-Law

6. Brother or Sister

7. Mother or Father

8. Other related person (Aunt, Uncle, etc.)

9. Unrelated Person (Lodger, Lodger's spouse, foster child, etc)

10. Unmarried Partner

DEMOGRAPHICS SEX ** SHOW ONLY **

1. Male

2. Female

DEMOGRAPHICS AGE1 As of today, how old (are/is) (you/NAME)? DK,RF: Goto AGE2

0-109: IF CU_CODE = 1 AND AGE lt 16 then goto 

CK_AGE

 ELSEIF CU_CODE = 1 AND (AGE = 16 or 17 ) 

AND (there is at least 1 household member with AGE 

greater than 17) then goto CK_AgeRefPer

 ELSEIF RESPLINE = MEMBNO AND AGE lt 

16 then goto CK_AGE

 ELSEIF AGE = 13 then goto AGESPEC

 ELSE goto HORIGIN

110-200: Goto CK_AGE1

DEMOGRAPHICS AGESPEC Some questions are only asked for household members of a certain age.

In what month and year will (you/NAME) be 14 years old?

IF before current month and year then goto 

VERIFY_AGE

ELSEIF AGESPEC[3:6] after current year + 1 then 

 goto CK_AGESPEC
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 Enter month and year when household member will turn 14

ELSE goto HORIGIN

DEMOGRAPHICS AGE2 Ask if necessary

(Are/Is) (you/he/she) under 16?

 

1. Yes

2. No

1: IF RESPLINE = MEMBNO then goto 

CK_AGE2

 ELSEIF CU_CODE = 1 then goto CK_AGE2

 ELSE goto HORIGIN

2,DK,RF: Goto HORIGIN

DEMOGRAPHICS HORIGIN 3

(Are/Is) (you/NAME) Hispanic, Latino, or Spanish?

1. Yes

2. No

1: Goto HISPANIC

2,DK,RF: Goto MULTRACE

DEMOGRAPHICS HISPANIC 3

(Are/Is) (you/NAME) -

 Examples of "other" include - Argentinean, Colombian, Dominican, 

Nicaraguan, Salvadoran, Spaniard

1. Mexican?

2. Mexican-American?

3. Chicano?

4. Puerto Rican?

5. Cuban?

6. Other (Specify)

1-5,DK,RF: Goto MULTRACE

6: Goto HISPOTH

DEMOGRAPHICS HISPOTH Specify: Goto MULTRACE

DEMOGRAPHICS MULTRACE 3

What is (your/NAME's) race?

 Probe if necessary

1-3,5,8,10,RF: IF AGE ge 14 OR AGERNG = 8 or 9 

then goto MARITAL

 ELSE goto Next Person

4: Goto ASIAN
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 Enter all that apply, separate with commas

 Examples of "Other Pacific Islander" include - Fijian, Tongan

1. White

2. Black or African American

3. American Indian or Alaska native

4. Asian

5. Native Hawaiian

6. Guamanian or Chamorro

7. Samoan

8. Other Pacific Islander

9. Other Specify

10. Don't Know

9: Goto RACESP

DEMOGRAPHICS ASIAN 3

(Are/Is) (you/NAME) -

Examples of "other" include - Hmong, Laotian, Thai, Pakistani, Cambodian

1. Chinese?

2. Filipino?

3. Japanese?

4. Korean?

5. Vietnamese?

6. Asian Indian?

7. Other (Specify)

1-6,DK,RF: IF AGE ge 14 OR (AGERNG = 8 or 9) 

then goto MARITAL

 ELSE goto Next Person

7: Goto ASIANOTH

DEMOGRAPHICS ASIANOTH Specify: IF AGE ge 14 OR (AGERNG = 8 or 9) then goto 

MARITAL

ELSE goto Next Person

DEMOGRAPHICS RACESP Specify other race IF AGE ge 14 OR (AGERNG = 8 or 9) then goto 

MARITAL

ELSE goto Next Person

DEMOGRAPHICS MARITAL Ask if not apparent 

(Are/Is) (you/NAME) -

Goto EDUCA
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1. Married?

2. Widowed?

3. Divorced?

4. Separated?

5. Never married?

DEMOGRAPHICS EDUCA 4

What is the highest level of school (you have/ (Name) has) completed or 

the highest degree (you have/ (Name) has) received?

1. No schooling completed, or less than 1 year

2. Nursery, kindergarten, and elementary (grades 1-8)

3. High school (grades 9-12, no degree)

4. High school graduate - high school diploma or the equivalent (GED)

5. Some college but no degree

6. Associate's degree in college

7. Bachelor's degree (BA, AB, BS, etc.)

8. Master's, professional, or doctorate degree (MA, MS, MBA, MD, JD, PhD, 

etc.)

1-3,DK,RF: IF AGE = 16-65 or (AGERNG = 8 or 9) 

then goto ARM_FORC

 ELSE goto next member

4-8: Goto IN_COLL

DEMOGRAPHICS IN_COLL (Are/Is) (you/NAME) currently enrolled in a college or university either -

 

1. Full-time?

2. Part-time?

3. Not at all?

IF AGE = 16-65 or (AGERNG = 8 or 9) then goto 

ARM_FORC

ELSE goto next member

DEMOGRAPHICS ARM_FORC 4 ? [F1]

(Are/Is) (you/NAME) now in the Armed Forces? 

 

1. Yes

2. No

IF this is the last person then goto CHECKS2

ELSE goto the next person

DEMOGRAPHICS CE_INTRO As we start, please understand that we ask the same topics of everybody 

we talk to. I realize some of these questions may not apply to your 

household.

Goto BUSCREEN
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Most questions that I will be asking refer to a specific time period.

During this interview, the time period, unless I state otherwise is for the 

past three months, that is, from the 1st day of (reference month) to today.

Most of my questions are about expenses your household had or bills 

you've received. You will find it helpful to have your checkbook register, 

credit card statements and other records as you answer the questions.

1. Enter 1 to Continue

DEMOGRAPHICS BUSCREEN Since the first of (reference month), have (you/you or any members of 

your household) had any expenses that will be reimbursed or deducted 

as business expenses?

1. Yes

2. No

1,DK,RF: Goto BUSXPNSE

2: Exit block and goto BSECT01

DEMOGRAPHICS BUSXPNSE For certain topics, such as housing, utilities, or vehicles, I will ask you to 

estimate how much of the expense was or will be deducted as a business 

expense.

1. Enter 1 to Continue

Exit block and goto BSECT01

01B ST_HOUS Ask if not apparent.

Are these living quarters presently used as student housing by a 

college or university?

1. Yes

2. No

IF COVERAGE.UNISTRQ = 2 or 3 OR (8500.UNISTRQ 

= 2 or 3) then goto ROOMSQ

ELSE goto BUILDING

01B BUILDING 5 ? [F1]

 Ask if not apparent by observation

Which best describes this building?

 

1. Single family detached

1-9,DK,RF: Goto ROOMSQ

10: IF ST_HOUS = 2, DK or RF then goto 

CK_BUILDING

 ELSE goto S1B_END

11: Goto BUILDOTH
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2. Row or townhouse - inner unit

3. End row or end townhouse

4. Duplex

5. 3-plex or 4-plex

6. Garden

7. High-rise

8. Apartment or flat

9. Mobile home or trailer

10. College dormitory

11. Other - Specify

01B BUILDOTH Specify: Goto ROOMSQ

01B ROOMSQ How many ROOMS are there in this unit, including all finished

living areas and excluding all bathrooms?

1-30,DK,RF: Goto BEDROOMQ

31-99: Goto ERR1_ROOMSQ

01B BEDROOMQ How many BEDROOMS are there in this unit?

 Count all rooms used mainly for sleeping, even if also used for other 

purposes.

0-99: IF (BEDROOMQ gt ROOMSQ) AND (ROOMSQ 

ne DK and ROOMSQ ne RF) then goto 

CK_BEDROOMQ

 ELSEIF BEDROOMQ gt 12 then goto 

ERR1_BEDROOMQ

 ELSE goto BATHRMQ

DK,RF: Goto BATHRMQ

01B BATHRMQ How many COMPLETE bathrooms are there in this unit?

 A complete bathroom has a toilet, a bathtub or shower, and a sink,

 all with running water.

0-9: IF (BATHRMQ gt ROOMSQ) AND (ROOMSQ ne 

DK and ne RF) then goto CK_BATHRMS

 ELSE goto HLFBATHQ

DK,RF: Goto HLFBATHQ

01B HLFBATHQ How many HALF bathrooms are there in this unit?

 

 A half bathroom has at least a toilet or bathtub or shower, but

 does not have all the facilities of a complete bathroom.

0-9: IF (HLFBATHQ gt ROOMSQ) AND (ROOMSQ ne 

DK and ne RF) then goto CK_HLFBATHQ

 ELSE goto S1B_END

DK,RF: Goto S1B_END

01B S1B_END ** Non Displayed ** Goto Section 2 - BSECT02

02 S2_CHK ** Non Displayed ** IF BSECT01.ST_HOUS (from Section 1B) = 1 OR 

HUTYPE = 9 (from Coverage) OR (8500.ST_HOUS = 

1) OR (HUTYPE = 9) then goto MORERENT.
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IF INTNMBR = 2-4 and there is a record with 

8500.OWNYB = 100 and 8500.OPB_STAT = 1 then 

goto S3_INTRO.

IF INTNMBR = 2-4 and (there is no 8500.OWNYB = 100 

with 8500.OPB_STAT = 1) and 8500.SectComp23 = 1 

AND (8500.ST_HOUS is not 1) then goto STLRENT.

All others goto OWNED.

02 STLRENT Last time (you/your household) reported renting these living quarters. 

Do you still rent?

 

1. Yes

2. No

3. No -Buying the sample unit

1,DK,RF: Goto RENTED

2: Goto BRENT02.RTASPAY

3: IF 8500.UNITFEAT = EMPTY then goto 

UNITFEAT

 ELSEIF 8500.YRBUILT = EMPTY then goto 

YRBUILT

 ELSE exit block and goto Section 3

02 OWNED Do you own this home?

 

 Include households with mortgages as owners.

1. Yes

2. No

1: IF 8500.UNITFEAT = EMPTY then goto 

UNITFEAT

 ELSEIF 8500.YRBUILT = EMPTY then goto 

YRBUILT

 ELSE exit block and goto Section 3

2,DK,RF: Goto PUBLHOUS

02 UNITFEAT 7 ? [F1]

Does this unit have any of the following?

 Enter all that apply, separate with commas

 

0. None

1. Swimming Pool

2. Off Street Parking

3. Porch, terrace, patio, or balcony

4. Apartment or guest house

5. Central air conditioning

IF 0 is selected with other values then goto 

CK_UNITFEAT

ELSEIF 8500.YRBUILT = EMPTY then goto YRBUILT

ELSE exit block and goto Section 3
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6. Window air conditioning

7. Solar panels

77. Don't know

02 YRBUILT About when was this building originally built?

 Do not consider later remodelings

 Probe for best estimate

1700-9999: IF YRBUILT gt current year then goto 

CK_YRBUILT

 ELSE goto Section 3

DK,RF: Goto Section 3

02 PUBLHOUS Ask if not apparent.

Is this house in a public housing project, that is, is it owned by 

a local housing authority or other local public agency?

 

1. Yes

2. No

1: IF 8500.INCLDRYR = EMPTY then goto 

INCLSTOV

 ELSE goto RENTED

2,DK,RF: Goto GOVTCOST

02 GOVTCOST Are your housing costs lower because the Federal, State, or local 

government is paying part of the cost?

 

1. Yes

2. No

IF 8500.INCLDRYR = EMPTY then goto INCLSTOV

ELSE goto RENTED

02 INCLSTOV 6 ? [F1]

Were any of the following appliances included in the home when you 

moved in . . .

 . . . Cooking stove, range, or oven?

1. Yes

2. No

Goto INCLFRIG

02 INCLFRIG 6 ? [F1]

Were any of the following appliances included in the home when you moved in . 

. .

 . . . Refrigerator or home freezer?

Goto INCLBDSH
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1. Yes

2. No

02 INCLBDSH 6 ? [F1]

Were any of the following appliances included in the home when you moved in . 

. .

 . . . Built-in dishwasher?

1. Yes

2. No

Goto INCLPDSH

02 INCLPDSH 6 ? [F1]

Were any of the following appliances included in the home when you moved in . 

. .

 . . . Portable dishwasher?

1. Yes

2. No

Goto INCLWSHR

02 INCLWSHR 6 ? [F1]

Were any of the following appliances included in the home when you moved in . 

. .

 . . . Clothes washer?

1. Yes

2. No

Goto INCLDRYR

02 INCLDRYR 6 ? [F1]

Were any of the following appliances included in the home when you moved in . 

. .

Goto RENTED
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 . . . Clothes dryer?

1. Yes

2. No

02 RENTED Do (you/you or any members of your household) (still/ ) pay rent for 

these living quarters?

1. Yes

2. No

1,DK,RF: Goto BRent02.RENTX1

2: Goto BRent02.RTASPAY

02 MORERENT Since the first of (reference month) have (you/you or any members of 

your household) rented any houses, apartments, or temporary living 

quarters NOT used entirely for business or vacation? 

 Do NOT include college or university regulated housing.

1. Yes

2. No

1: Goto BRent02.RENTX1

2,DK,RF: Goto S2_END

02 RENTDESC ** SHOW ONLY **

02 RENTX1 What was your total rental payment for (reference month) for this unit? 

Include any extra charges for garage or parking facilities, but do not

include direct payments by local, state or federal agencies.

0-9999999: goto RENTX2

DK,RF: Goto RENTX2

02 RENTX2 What was the total rental payment for (month) for this unit? 1-9999999: goto RENTX3

0,DK,RF: Goto RENTX3

02 RENTX3 What was your total rental payment for (last month) for this unit? 1-9999999: goto RTELECT

0,DK,RF: Goto RTELECT

02 RTELECT 6

Does the rental payment include the cost of -

 

 . . . Electricity? 

Goto RTGAS
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1. Yes

2. No

02 RTGAS 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . . Gas? 

1. Yes

2. No

Goto RTWATER

02 RTWATER 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . Piped in water? 

1. Yes

2. No

Goto RTHEAT

02 RTHEAT 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . . Heating? 

1. Yes

2. No

Goto RTTRASH

02 RTTRASH 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . Trash/garbage collection?

Goto RTPARK
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1. Yes

2. No

02 RTPARK 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . Garage and parking facilities? 

1. Yes

2. No

Goto RTTELEPH

02 RTTELEPH 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . Telephone services?

1. Yes

2. No

Goto RTTVCABL

02 RTTVCABL 6

 Repeat if necessary 

Does the rental payment include the cost of -

 . . . Television services?

1. Yes

2. No

Goto RTINTRNT

02 RTINTRNT 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . Internet services?

Goto RTFUNSH
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1. Yes

2. No

02 RTFUNSH 6

Repeat if necessary 

Does the rental payment include the cost of -

 . . . Furniture?

1. Yes

2. No

Goto RTASPAY

02 RTASPAY Did (you/you or any members of your household) receive any reduced or 

free rent for this unit as a form of pay since the first of (reference month)?

 

1. Yes

2. No

1: Goto RTCOMPX

2,DK,RF: IF BCeintro.BUSCREEN ne 2 then goto 

RTBSNS

 ELSEIF BCeintro.BUSCREEN = 2 AND (PSU 

= 06001, 06013, 06037, 06041, 06059, 06065, 06071, 

06081, 06073, 06075, 06087, 06097, 11001, 24021, 

24043, 34003, 34013, 34017, 34023, 34027, 34031, 

34037, 36005, 36047, 36059, 36061, 36081, 36085, 

36087, 36103, 36119) then goto RENTCONT

 ELSE goto MORERNT

02 RTCOMPX What is the current monthly rental charge to another tenant for a similar 

unit?

0-999999: IF RTCOMPX lt 100 or gt 1550 then goto 

ERR1_RTCOMPX

 ELSE goto REGRNTX

DK,RF: Goto REGRNTX

02 REGRNTX What is your regular rental payment? 0-999999: IF REGRNTX gt 1463 then goto 

ERR1_REGRNTX

 ELSEIF BCeintro.BUSCREEN ne 2 then 

goto RTBSNS

 ELSEIF BCeintro.BUSCREEN = 2 AND 

(PSU = 06001, 06013, 06037, 06041, 06059, 06065, 

06071, 06081, 06073, 06075, 06087, 06097, 11001, 

24021, 24043, 34003, 34013, 34017, 34023, 34027, 

34031, 34037, 36005, 36047, 36059, 36061, 36081, 
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36085, 36087, 36103, 36119) then goto RENTCONT

 ELSE goto MORERNT

DK,RF: IF BCeintro.BUSCREEN ne 2 then goto 

RTBSNS

 ELSEIF BCeintro.BUSCREEN = 2 AND (PSU 

= 06001, 06013, 06037, 06041, 06059, 06065, 06071, 

06081, 06073, 06075, 06087, 06097, 11001, 24021, 

24043, 34003, 34013, 34017, 34023, 34027, 34031, 

34037, 36005, 36047, 36059, 36061, 36081, 36085, 

36087, 36103, 36119) then goto RENTCONT

 ELSE goto MORERNT

02 RTBSNS Is any portion of this unit used for your own business?

1. Yes

2. No

1: Goto RTBSNSZ

2: IF STLRENT = 2 AND RTASPAY = 2 then goto 

CK_RTBSNS

 ELSEIF (PSU = 06001, 06013, 06037, 06041, 

06059, 06065, 06071, 06073, 06075, 06081, 06087, 

06097, 11001, 24021, 24043, 34003, 34013, 

34017,34023, 34027, 34031, 34037, 36005, 

36047,36059, 36061, 36081, 36085, 36087, 36103, 

36119) goto RENTCONT

 ELSE goto MORERNT

DK,RF: IF (PSU = 06001, 06013, 06037, 06041, 

06059, 06065, 06071, 06073, 06075, 06081, 06087, 

06097, 11001, 24021, 24043, 34003, 34013, 

34017,34023, 34027, 34031, 34037, 36005, 

36047,36059, 36061, 36081, 36085, 36087, 36103, 

36119) goto RENTCONT

 ELSE goto MORERNT

02 RTBSNSZ What percent of the rental payment is counted as a business expense?

 

 Enter to the nearest whole percent.

1-99,DK,RF: IF (PSU = 06001, 06013, 06037, 06041, 

06059, 06065, 06071, 06073, 06075, 06081, 06087, 

06097, 11001, 24021, 24043, 34003, 34013, 34017, 

34023, 34027, 34031, 34037, 36005, 36047, 36059, 

36061, 36081, 36085, 36087, 36103,36119), goto 

RENTCONT
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 ELSE goto MORERNT

100: Goto ERR2_RTBSNSZ

02 RENTCONT Is this unit under rent control? 

1. Yes

2. No

Goto MORERNT

02 MORERNT Since the first of (reference month), have (you/you or any members of 

your household) rented any other houses, apartments, or temporary 

living quarters NOT used entirely for business or vacation? 

 

 Do NOT include college or university regulated housing.

1. Yes

2. No

1: Goto RENTX1

2,DK,RF: Goto S2_END

02 S2_END ** Non Displayed ** Goto Section 3 - BSECT3

03A2 S3_INTRO (Now I am going to update the information you provided in the last 

interview for owned living quarters and other owned real estate./Now I am 

going to 

Prop #|Description |Type |# Mort|# LSHEL |# LCHEL 

1. Enter 1 to Continue

IF INTNMBR = 2-5 AND NEWCU <> 1 then goto 

BSect3A1

ELSE goto BSect3A2

03A1 STILOWN (Do/Does) (you/your household) still own your (property description)? 

 

 Prop #|Description |Type |# Mort|# LSHEL |# LCHEL

1. Yes

2. No

1,DK,RF: IF 8500.OWNYB = 600 then exit block and 

goto BSECT3I.VAC_RNTQ

 ELSEIF BCeintro.BUSCREEN = 2 AND 

(there are previously reported loans with 

8500.LOANTYPE = 1, 2 AND 8500.OPF_STAT = 1) 

then exit block and goto BMCHANGE.Mchange

 ELSEIF BCeintro.BUSCREEN = 2 AND 

8500.HWMNYLOC >= 1 then exit block and goto 

THomeEquity.PDLOAN2

 ELSEIF BCeintro.BUSCREEN = 2 exit block 

and goto TAddMort.ADDMORT

 ELSE goto BSNSEXPA
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2: IF 8500.OWNYB = 600 then exit block and 

goto PURPROP

 ELSEIF BCeintro.BUSCREEN = 2 AND 

(there are previously reported loans with 

8500.LOANTYPE = 1, 2 AND 8500.OPF_STAT = 1) 

then exit block and goto BMCHANGE.Mchange

 ELSEIF BCeintro.BUSCREEN = 2 AND 

8500.HWMNYLOC >= 1 then exit block and goto 

THomeEquity.PDLOAN2

 ELSEIF BCeintro.BUSCREEN = 2 exit block 

and goto TAddMort.ADDMORT 

 ELSE goto BSNSEXPA

03A1 BSNSEXPA (Are/Were) any of the expenses for this property deducted 

as a farm, rental, or business expense?

 Prop # |Description |Type |# Mort|# LSHEL |# LCHEL

 

1. Yes

2. No

1: Goto OBSNSZBA

2,DK,RF: IF there are previously reported loans with 

8500.LOANTYPE = 1, 2 AND 8500.OPF_STAT = 1 

then exit block and goto BMCHANGE.Mchange

 ELSEIF 8500.HWMNYLOC >= 1 then exit 

block and goto THomeEquity.PDLOAN2 

 ELSE exit block and goto 

TAddMort.ADDMORT

03A1 OBSNSZBA What percent of the expenses for this property (is/was) deducted?

Include the portion used for business, farming, or rented to someone 

outside the household. 

 Prop # |Description |Type |# Mort|# LSHEL |# LCHEL

1-99,DK,RF: IF there are previously reported loans 

with 8500.LOANTYP = 1, 2 AND 8500.OPF_STAT = 1 

then exit block and goto BMCHANGE.Mchange

 ELSEIF 8500.HWMNYLOC >= 1 then exit 

block and goto THomeEquity.PDLOAN2 

 ELSE exit block and goto 

TAddMort.ADDMORT

100: Goto ERR2_OBSNSZBA

03A1 MCHANGE ^MCHANGE_FILL 

1. Yes

2. No

1: Goto MORTCHNG

2,DK,RF: IF 8500.Fixedrte = 2, DK or RF then goto 

PYMTJX1

 ELSEIF 8500.FIXEDRTE = 1 and there are 

more loans for this property with 8500.OPF_STAT = 1 

then goto MCHANGE for the next loan ELSEIF 

8500.HWMNYLOC >= 1 then exit block and goto 
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THomeequity.PDLOAN2

 ELSE exit block and goto 

TAddmort.ADDMORT

03A1 MORTCHNG What was the reason for the change in your (mortgage/lump sum home 

equity loan) for your (property description)?

1. Change in escrow payment (include changes in property taxes, insurance)

2. Change in interest rate 

3. Paid off

4. Change in amount of the graduated payment for a graduated payment 

^MORTGAGE_LUMPSUM

5. ^MORTGAGE_LUMPSUM_C renegotiated (rollover or renegotiable 

^MORTGAGE_LUMPSUM) 

6. Refinanced ^MORTGAGE_LUMPSUM (this includes changing the term of 

the ^MORTGAGE_LUMPSUM) 

7. Paid less than the required amount

8. Other reasons

9. More than one of the above

1,4: Goto PYRINIJ

2: Goto NEWMRRTJ

3: Goto MORTCHMO

5,6,8,9,DK,RF: Goto ORWHAT

7: Goto PYMTJX1

03A1 ORWHAT Is this a 30-year (mortgage/lump sum home equity loan), a 15-year

(mortgage/lump sum home equity loan), or something else? 

1. 30-year

2. 15-year

3. Something else

1,2,DK,RF: Goto FIXEDRTJ

3: Goto MRTTERMJ

03A1 MRTTERMJ Enter number of years. Goto FIXEDRTJ

03A1 FIXEDRTJ Is this a fixed rate (mortgage/lump sum home equity loan)?

1. Yes

2. No

1: Goto ORGMRTJX

2,DK,RF: Goto PAYTYPJ

03A1 PAYTYPJ ? [F1]

There are many different kinds of (mortgages/lump sum home equity 

loans). Which one of these comes closest to (yours/ your household's)?

 Read each item on list.

 Mark all that apply, separate with commas.

IF 1 and 2 selected then goto CK_PAYTYPJ

ELSEIF 3 selected then goto PAYTOTHJ

ELSE goto ORGMRTJX
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1. Variable or adjustable rate of interest (ARM)

2. Interest only

3. Other - Specify

03A1 PAYTOTHJ Specify: Goto ORGMRTJX

03A1 ORGMRTJX What was the amount of the (mortgage/lump sum home equity loan) when

(you/your household) first obtained it, not including any interest?

1-99999999: IF (8500.OWNYB = 100 and ORGMRTJX 

lt 5000 or gt 315000) OR (8500.OWNYB = 200 and 

ORGMRTJX lt 3000 or gt 350000) OR (8500.OWNYB = 

300 and ORGMRTJX lt 3000 or gt 400000) OR 

(8500.OWNYB = 400 and ORGMRTJX lt 1000 or gt 

124900) then goto ERR1_ORGMRTJX

 ELSE goto NEWMRRTJ

DK,RF: Goto NEWMRRTJ

03A1 NEWMRRTJ ? [F1] 

 What is the current interest rate for this (mortgage/lump sum home 

equity loan)?

 Enter percent including decimal

00.000-99.999: IF entry lt 5 or gt 14 then goto 

ERR1_NEWMRRT

 ELSE goto PYRINIJ

DK,RF: Goto PYRINIJ

03A1 PYRINIJ 8 ? [F1]

On (your/your household's) last regular payment, which of these things

were included?

 Enter all that apply, separate with commas

1. Principal

2. Interest

3. Property taxes

4. Property insurance

5. Mortgage guarantee insurance (PMI)

6. Any other payments - specify

77. Don't know

1-5,77: IF neither 1 nor 2 were selected then goto 

CK_PYRINIJ

 ELSEIF 8500.FIXEDRTE = 2,DK or RF or

FIXEDRTJ = 2,DK or RF then goto MORTCHMO

 ELSE goto MRTPMTJX

6: Goto PYJOTH

RF: IF 8500.FIXEDRTE = 2,DK or RF or FIXEDRTJ = 

2,DK or RF then goto MORTCHMO

 ELSE goto MRTPMTJX

03A1 PYJOTH Specify: IF (8500.FIXEDRTE = 2, DK or RF) or (FIXEDRTJ = 2, 

DK or RF) then goto MORTCHMO

ELSE goto MRTPMTJX
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03A1 MRTPMTJX How much is (your/your household's) (mortgage/lump sum home equity 

loan) payment per month?

IF entry lt 70 or gt 3000 and (ne DK or RF) then goto 

ERR1_MRTPMTJX

ELSEIF any codes 3 - 6 are selected in PYRINIJ then 

goto PRININJX

ELSE goto MORTCHMO

03A1 PRININJX How much of that amount is for (principal / interest/principal and 

interest)?

0-99999999: IF entry lt 40 or gt 2700 then goto 

ERR1_PRININJX

 ELSEIF PRININJX gt MRTPMTJX then 

goto CK_PRININJX

 ELSE goto MORTCHMO

DK,RF: Goto MORTCHMO

03A1 MORTCHMO In what month did (you pay off your (mortgage/lump sum home equity 

loan)/your (mortgage/lump sum home equity loan) change)?

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

IF ENTRY is not in the reference period and ne DK and 

ne RF then goto CK_MORTCHMO

ELSE IF (FIXEDRTJ = 2, DK or RF) or (FIXEDRTJ ne 1 

AND 8500.FIXEDRTE = 2, DK or RF) then goto 

PYMTJX1

 ELSE goto MCHANGE for next loan for this 

property with 8500.LOANTYPE = 1, 2 and 

8500.OPF_STAT = 1

 IF no more loans with (8500.LOANTYPE = 1, 2 

and 8500.OPF_STAT = 1) for this property AND 

8500.HWMNYLOC >= 1 then exit block and goto 

PDLOAN2 in Thomequity block

 ELSE exit block and goto ADDMORT in TAddmort 

block

03A1 PYMTJX1 How much was (your/your household's) payment on this 

^mortgage_lumpsum in (reference month)?

1-99999999,DK,RF: IF PYMTJX1 = 1-70 or gt 3000 and 

(ne DK or RF) then goto ERR1_PYMTJX1

 ELSEIF (any codes 3-6 selected in 

PYRINIJ) or 8500.PAYPROTX = 3 or 8500.PAYPROIN 

= 4 or 8500.PAYMORIN = 5 or 8500.PAYOTHER = 6 

then goto PRNINJX1
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Section Variable Name Question Text Skip Instructions

 ELSE goto PYMTJX2

0: Goto PYMTJX2

03A1 PRNINJX1 How much of that amount is for (principal / interest/principal and 

interest)?

0-99999999: IF PRNINJX1 = 0-40 or gt 2700 then goto 

ERR1_PRNINJX1

 ELSEIF PRNINJX1 gt PYMTJX1 then goto 

CK_PRNINJX1

 ELSE goto PYMTJX2

DK,RF: Goto PYMTJX2

03A1 PYMTJX2 How much was (your/your household's) payment on this (mortgage/lump 

sum home equity loan) in (month)?

1-99999999,DK,RF: IF PYMTJX2 1-70 or gt 3000 and 

ne DK or RF then goto ERR1_PYMTJX2

 ELSEIF any codes 3 to 6 selected in 

PYRINIJ or 8500.PAYPROTX = 3 or 8500.PAYPROIN = 

4 or 8500.PAYMORIN = 5 or 8500.PAYOTHER = 6 

then goto PRNINJX2

 ELSE goto PYMTJX3

0: Goto PYMTJX3

03A1 PRNINJX2 How much of that amount is for (principal / interest/principal and 

interest)?

0-99999999: IF PRNINJX2 gt PYMTJX2 then goto 

CK_PRNINJX2

 ELSEIF PRNINJX2 = 0-40 or gt 2700 then 

goto ERR1_PRNINJX2

 ELSE goto PYMTJX3

DK,RF: Goto PYMTJX3

03A1 PYMTJX3 How much was (your/your household's) payment on this 

(mortgage/lump sum home equity loan) in (last month)?

IF PYMTJX3 lt 246 or gt 2690 and ne DK or RF then

 goto ERR1_PYMTJX3

ELSEIF (any codes 3 to 6 selected in PYRINIJ) or 

8500.PAYPROTX = 3 or 8500.PAYPROIN = 4 or 

8500.PAYMORIN = 5 or 8500.PAYOTHER = 6) then 

goto PRNINJX3

ELSEIF there are more loans on this property with 

8500.OPF_STAT = 1 then goto MCHANGE for the next 

loan 
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Section Variable Name Question Text Skip Instructions

ELSEIF 8500.HWMNYLOC >= 1 then exit block and 

goto THomeequity.PDLOAN2

ELSE exit block and goto TAddmort.ADDMORT

03A1 PRNINJX3 How much of that amount is for (principal / interest/principal and 

interest)?

0-99999999: IF PRNINJX3 gt PYMTJX3 then goto 

CK_PRNINJX3

 ELSEIF PRNINJX3 lt 40 or gt 2700 then 

goto ERR1_PRNINJX3

 ELSEIF there are more loans on this 

property with 8500.OPF_STAT = 1 then goto 

MCHANGE for the next loan 

 ELSEIF 8500.HWMNYLOC >= 1 then exit 

block and goto THomeequity.PDLOAN2

 ELSE exit block and goto 

TAddmort.ADDMORT

DK,RF: IF there are more loans on this property with 

8500.OPF_STAT = 1 then goto MCHANGE for the next 

loan 

 ELSEIF 8500.HWMNYLOC >= 1 then exit block 

and goto THomeequity.PDLOAN2

 ELSE exit block and goto TAddmort.ADDMORT

03A1 PDLOAN2 Since the first of (reference month), (have/has) (you/your household)

made any payments for your home equity line of credit? 

1. Yes

2. No

1: Goto PD2AMTX1

2,DK,RF: Goto TOTOWED2

03A1 PD2AMTX1 What was the total amount paid in (reference month)? 1-99999999: IF (8500.OWNYB = 100 and PD2AMTX1 lt 

15 or gt 6000) OR (8500.OWNYB = 200-400 and 

PD2AMTX1 lt 35 or gt 35000) then goto 

ERR1_PD2AMTX1

 ELSE goto PD2AMTX2

0,DK,RF: Goto PD2AMTX2
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03A1 PD2AMTX2 What was the total amount paid in (month)? 1-99999999: IF (8500.OWNYB = 100 and PD2AMTX2 lt 

15 or gt 6000) OR (8500.OWNYB = 200-400 and 

PD2AMTX2 lt 34 or gt 35000) then goto 

ERR1_PD2AMTX2

 ELSE goto PD2AMTX3

0,DK,RF: Goto PD2AMTX3

03A1 PD2AMTX3 What was the total amount paid in (last month)? 1-99999999: IF (8500.OWNYB = 100 and PD2AMTX3 lt 

15 or gt 6000) OR (8500.OWNYB = 200-400 and 

PD2AMTX3 lt 34 or gt 35000) then goto 

ERR1_PD2AMTX3

 ELSE goto TOTOWED2

0,DK,RF: Goto TOTOWED2

03A1 TOTOWED2 ^TOTOWED2_FILL IF TOTOWED2 lt PD2AMTX3 then goto 

CK_TOTOWED2

ELSEIF (8500.OWNYB = 100 and TOTOWED2 = 1-165 

or gt 104400) OR (8500.OWNYB = 200-400 and 

TOTOWED2 = 1-2000 or gt 100000) then goto 

ERR1_TOTOWED2

ELSE goto PDLOAN2 for next loan for this property with 

8500.OPH_STAT = 1

 if no more loans for this property with 

8500.OPH_STAT = 1 then exit block and goto 

TAddmort.Baddmort.ADDMORT

03A1 ADDMORT Since the first of (reference month), (have/has) (you/your household)

obtained any (additional/ ) mortgages, including second mortgages 

or home equity loans, for your (property description)?

(Do not include reverse mortgages./ )

1. Yes

2. No

1: Goto HEQUITY

2,DK,RF: Exit block and goto S3A1_CHK1

03A1 HEQUITY Was this a mortgage or home equity loan? 1,DK,RF: Goto OTHLOAN
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Section Variable Name Question Text Skip Instructions

 

1. Mortgage

2. Home equity loan

2: Goto HELTYPE

03A1 HELTYPE There are two basic types of home equity loans:

A loan where (you/your household) received the entire lump-sum 

borrowed when (you/your household) took out the loan; or

A line of credit loan where (you/your household) can increase the 

amount borrowed by simply writing a check or using a special 

credit card.

Which type more closely describes this new home equity loan?

 

1. Lump sum home equity loan

2. Home equity line of credit

Goto OTHLOAN

03A1 OTHLOAN Did you have any other new mortgages or home equity loans for (property 

description)?

1. Yes

2. No

1: Goto HEQUITY for the next row

2,DK,RF: Exit block and goto S3A1_CHK1

03A1 S3A1_CHECK ** Non Displayed ** If this property was disposed of in the current interview 

(OWNSTAT = 4) and OWNYB ne 600, goto Section 3D 

- BSECT3D

If this property was disposed of in the current interview 

and it is a residential business property (OWNYB = 

600), goto PURPROP

IF the property is still owned (STILOWN = 1, DK or RF 

AND OBSNSZBA ne 100) check to see if there are any 

new loans (ADDMORT = 1)

 If yes and LOANTYPE = 1 or 2 (of the newly 

reported loans) goto Section 3FG - BSECT3F

 If yes and LOANTYPE = 3 (of the newly reported 

loans) goto Section 3H - BSECT3HTABLE
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Section Variable Name Question Text Skip Instructions

 

 IF no, goto Section 3I - BSect3I

03A1 S3CurrentProps_EN

D

** Not Displayed ** IF there are more "good" properties on the SCIF then go 

back to TStillOwn for the next property

ELSE exit block and goto PURPROP

03A1 PURPROP 7

(Other than the Sample Unit which you recently acquired/ ) ^SinceFill 

the first of (reference month), (have/has) (you/your household) purchased 

or otherwise acquired any property or real estate? 

 

1. Yes

2. No

1: Goto PCODE

2,DK,RF: Goto 3A1_END

03A1 PCODE 7

 What kind of property(ies) is this new property or real estate?

 Enter all that apply, separate with commas

 

1. Other homes, vacation homes, recreational properties including timeshares

2. Commercial real estate or farm land

3. Homes rented out or owned only for investment purposes

4. Land with no buildings on it

if 1 selected then goto NPROP2

if 2 selected then goto CK_PCODE

if 3 selected then goto NPROP6

if 4 selected then goto NPROP4

03A1 NPROP2 7 

How many other homes, vacation homes or recreational properties, 

including timeshares?

 Exclude right-to-use timeshares, vacation clubs, or destination clubs.

IF (OnceNProp2 = 1) AND (NPROP2 < ORIGNPROP2) 

then goto CK_NPROP2

ELSEIF 3 selected in PCODE then goto NPROP6

ELSEIF 4 selected in PCODE then goto NPROP4

ELSE goto S3A1_END

03A1 NPROP6 7 

How many homes rented out or owned only for investment purposes?

03A1 NPROP4 7 IF OnceNprop4 = 1 AND NPROP4 < OrigNprop4 then 
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How many were land with no buildings on it?

goto CK_NPROP4

ELSE goto S3A1_END

03A1 S3A1_END ** Non Displayed ** IF (PURPROP = 2, DK, RF) OR ( ONLY 2 entered in 

PCODE and there is no new sample unit and there are 

no previously reported active properties ) then exit block 

and goto ANYRENT

ELSE goto Section 3B (BSect3BDEFGHI)

03A2 OTHERHOM 7

Since the first of (reference month), (have/has) (you/your household)

lived in any other home that (you/you or any members of your household) 

still (own/owns)? 

1. Yes

2. No

1: Goto NOPROP

2,DK,RF: Goto BUSPROP3

03A2 NOPROP 7

How many?

IF (Section 3A2 has been completed) AND (the FR 

attempts to lower the entry) then goto CK_NOPROP

ELSEIF ENTRY gt 5 then goto ERR1_NOPROP

ELSE goto BUSPROP3

03A2 BUSPROP3 7

 

(Do/Does) (you/your household) own any commercial real estate or farm 

land?

 

1. Yes

2. No

Goto RESBUSPR

03A2 RESBUSPR 7

(In the following questions, please do not include any of the commercial 

properties (you/your household) ^own_owns only for business or 

investment purposes.)

(Do/Does) (you/your household) own any homes rented out or owned only 

for investment purposes?

1: Goto RES_NUM

2,DK,RF: Goto SECHOME
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1. Yes

2. No

03A2 RES_NUM 7

How many?

Goto SECHOME

03A2 SECHOME 7

^FRINSTRUCTION

^PROPERTYOWNERFILL 

^Dodoes_sechome (you/your household) own any other homes, vacation 

homes, or recreational properties, including timeshares?

 Exclude right-to-use timeshares, vacation clubs, or destination clubs.

 

1. Yes

2. No

1: Goto SEC_NUM

2,DK,RF: Goto NOBUILD

03A2 SEC_NUM 7

How many? 

 Exclude right-to-use timeshares, vacation clubs, or destination clubs.

IF (Section 3A2 has been completed) AND (the FR 

attempts to lower the entry) then goto CK_SECNUM

ELSEIF ENTRY gt 5 then goto ERR1_SECNUM

ELSE goto NOBUILD

03A2 NOBUILD 7

Other than property you have already mentioned, ^dodoes

(you/your household) own any land without buildings on it?

 

1. Yes

2. No

1: Goto BUILDNUM

2,DK,RF: Goto NOLONGER

03A2 BUILDNUM 7

How many? 

IF (Section 3A2 has been completed) AND (the FR 

attempts to lower the entry) then goto CK_BUILDNUM

ELSEIF ENTRY gt 5 then goto ERR1_BUILDNUM
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Section Variable Name Question Text Skip Instructions

ELSE goto NOLONGER

03A2 NOLONGER 7

Are there any properties that (you/your household) owned at the 

beginning of (reference month) that (you/your household) no longer 

(own/owns)?

 

1. Yes

2. No

1: Goto NUMPRPTY

2,DK,RF: Goto S3A2_END

03A2 NUMPRPTY 7

How many different properties?

1-20: IF (Section 3A2 has been completed) AND (the 

FR attempts to lower the entry) then goto 

CK_NUMPRPTY

 ELSEIF ENTRY gt 5 then goto 

ERR1_NUMPRPTY

 ELSE goto P_TYPE

DK,RF: Goto S3A2_END

03A2 P_TYPE 7 ? [F1]

What type of ^Propertywaswereit?

 Enter all that apply, separate with commas.

1. A home in which ^YOU_YRCU used to live

2. Other homes, vacation homes, recreational properties including timeshares

3. Commercial real estate or farm land

4. Homes rented out or owned only for investment purposes

5. Land with no buildings on it

1-5: IF NUMPRTY = DK or RF then goto S3A2_END

 If 1 selected in P_TYPE and NUMPRPTY is 

greater than 1 then goto HWMANY1

 If only 1 selected in P_TYPE and NUMPRPTY = 

1 then goto S3A2_END

 If 2 selected in P_TYPE and NUMPRPTY is 

greater than 1 then goto HWMANY2

 If only 2 selected in P_TYPE and NUMPRPTY 

= 1 then goto S3A2_END

 If 3 selected in P_TYPE and NUMPRPTY is 

greater than 1 then goto HWMANY3

 If only 3 selected in P_TYPE and NUMPRPTY 

= 1 then goto S3A2_END

 If 4 selected in P_TYPE and NUMPRPTY is 

greater than 1 then goto HWMANY4

 If only 4 selected in P_TYPE and NUMPRPTY 

= 1 then goto S3A2_END
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 If 5 selected in P_TYPE and NUMPRPTY is 

greater than 1 then goto HWMANY5

 If only 5 selected in P_TYPE and NUMPRPTY 

= 1 then goto S3A2_END

RF: Goto S3A2_END

03A2 HWMANY1 7

How many homes in which (you/your household) used to live did 

(you/your household) dispose

of since (reference month)?

IF (Section 3A2 has been completed) AND (the FR 

attempts to lower the entry) then goto CK_HWMANY1

ELSEIF 2 selected in P_TYPE then goto HWMANY2

ELSEIF 3 selected in P_TYPE then goto HWMANY3

ELSEIF 4 selected in P_TYPE then goto HWMANY4

ELSEIF 5 selected in P_TYPE then goto HWMANY5

ELSE goto S3A2_CHK

03A2 HWMANY2 7

How many other homes, vacation homes, recreational properties, or 

timeshares did (you/your household) dispose of since (reference month)?

IF (Section 3A2 has been completed) AND (the FR 

attempts to lower the entry) then goto CK_HWMANY2

ELSEIF 3 selected in P_TYPE then goto HWMANY3

ELSEIF 4 selected in P_TYPE then goto HWMANY4

ELSEIF 5 selected in P_TYPE then goto HWMANY5

ELSE goto S3A2_CHK

03A2 HWMANY3 7

How many commercial real estate or farm land properties did (you/your 

household) dispose of since (reference month)?

IF (Section 3A2 has been completed) AND (the FR 

attempts to lower the entry) then goto CK_HWMANY3

ELSEIF 4 selected in P_TYPE then goto HWMANY4

ELSEIF 5 selected in P_TYPE then goto HWMANY5

ELSE goto S3A2_CHK

03A2 HWMANY4 7

How many homes rented out or owned only for investment purposes did 

(you/your household) dispose of since (reference month)?

IF (Section 3A2 has been completed) AND (the FR 

attempts to lower the entry) then goto CK_HWMANY4

ELSEIF 5 selected in P_TYPE then goto HWMANY5

ELSE goto S3A2_CHK

03A2 HWMANY5 7

How many land properties with no buildings on them did (you/your 

household) dispose of since (reference month)?

IF (Section 3A2 has been completed) AND (the FR 

attempts to lower the entry) then goto CK_HWMANY5

ELSE goto S3A2_CHK

03A2 S3A2_CK ** NON-DISPLAYED FIELD ** IF (HWMANY1 + HWMANY2 + HWMANY3 
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+HWMANY4 + HWMANY5) ne NUMPRPTY then goto 

CK_NUMPROP

ELSE goto S3A2_END

03A2 S3A2_END ** Non Displayed ** IF OWNED ne 1 AND ( (OTHERHOM = 2, DK or RF) or 

(OTHERHOM = 1 AND NOPROP = DK or RF) ) AND ( 

(RESBUSPR = 2, DK or RF) or (RESBUSPR = 1 AND 

RES_NUM = DK or RF) ) AND ( (SECHOME = 2, DK 

or RF) or (SECHOME = 1 AND SEC_NUM = DK or RF) 

) AND ( (NOBUILD = 2, DK or RF) or (NOBUILD = 1 

AND BUILDNUM = DK or RF)) AND ( (NOLONGER = 

2, DK or RF) or (NOLONGER = 1 AND NUMPRPTY = 

DK or RF) ) then goto S3I_END

03B WHICH_PROP (Now I am going to ask about your (owned properties/next property) )

 Enter type of property

1. Sample unit

2. ^Form_home

3. ^Oth_home

4. ^Rent_home

5. ^No_build

1: Goto CK_WHICHPROP

2-5: Goto PROPDESC

03B PROPDESC ^FILLINTRO

 

^DESCRIBE_NON_SAMPLEUNIT

^Continue_888

 

30 characters: IF OWNYB = 300 then goto TIMESHAR

 ELSEIF OWNYB = 600 then goto 

COUNTRY

 ELSE goto SHARED2

888: Goto next property

03B TIMESHAR ? [F1]

Is this a time-sharing arrangement where (you/your household) (have/has)

use of the property only for a specified length of time each year?

1. Yes

2. No

1: Goto DEEDED

2,DK,RF: Goto SHARED2
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03B DEEDED ? [F1]

Is this a deeded or right-to-use timeshare?

1. Deeded

2. Right-to-use

1,DK,RF: Goto SHARWKS

2: Goto CK_DEEDED

03B SHARWKS How many weeks are (you/your household) entitled to use your timeshare 

each year?

1-16, DK, RF: Goto SHARED1

17-52: Goto ERR1_SHARWKS

03B SHARED1 (Do/Does) (you/your household) own the timeshare with anyone else 

outside your household?

1. Yes

2. No

1: Goto SHARPER1

2,DK,RF: Goto COUNTRY

03B SHARPER1 What percent of the timeshare ^dodoes (you/your household) own? Goto COUNTRY

03B SHARED2 (Do/Does) (you/your household) share ownership of the property with 

anyone else?

1. Yes

2. No

1: Goto SHARPER2

2,DK,RF: IF OWNYB = 300 then goto COUNTRY

 ELSEIF INTNMBR = 2-5 and NEWCU ne 1 

AND OWNYB ne 100 then goto STILOWNB

 ELSEIF BCeintro.BUSCREEN = 2 AND 

OWNYB = 100 then goto BSNEXP2

 ELSEIF BCeintro.BUSCREEN = 2 then goto 

ACQUIRYR

 ELSE goto BSNSEXP

03B SHARPER2 What percentage of the property (do/does) (you/your household) own? IF OWNYB = 300 then goto COUNTRY

ELSEIF INTNMBR = 2-5 AND NEWCU ne 1 AND 

OWNYB ne 100 then goto STILOWNB

ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB = 100 

then goto BSNEXP2

ELSEIF BCeintro.BUSCREEN = 2 then goto 

ACQUIRYR

ELSE goto BSNSEXP

03B COUNTRY Ask if not apparent

If this is a timeshare with multiple locations, select the most often used 

1: Goto STATE
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Section Variable Name Question Text Skip Instructions

location.

Where is the property located?

 

1. United States

2. Foreign Country

2,DK,RF: IF INTNMBR = 2-5 AND NEWCU ne 1 and 

OWNYB ne 100 then goto STILOWNB

 ELSEIF BCeintro.BUSCREEN = 2 AND 

OWNYB ne 600 then goto ACQUIRYR

 ELSEIF OWNYB ne 600 then goto BSNSEXP

 ELSE goto S3B_END

03B STATE ? [F1]

 Enter the two character State abbreviation

IF DK or RF: IF INTNMBR = 2-5 AND NEWCU ne 1 

AND OWNYB ne 100 then goto STILOWNB

 ELSEIF BCeintro.BUSCREEN = 2 AND 

OWNYB ne 600 then goto ACQUIRYR

 ELSEIF OWNYB ne 600 then goto 

BSNSEXP

 ELSE goto S3B_END

ELSE: Goto CNTYCODE

03B CNTYCODE What county is the property located in?

 If the county name is not found, key X.

30 characters,DK,RF: IF INTNMBR = 2-5 AND NEWCU 

ne 1 AND OWNYB ne 100 then goto STILOWNB

 ELSEIF BCeintro.BUSCREEN = 2 

AND OWNYB ne 600 then goto ACQUIRYR

 ELSEIF OWNYB ne 600 then goto 

BSNSEXP

 ELSE goto S3B_END

X: Goto OTHCNTY

03B OTHCNTY Specify other county IF INTNMBR = 2-5 AND NEWCU ne 1 AND OWNYB ne 

100 then goto STILOWNB

ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 

600 then goto ACQUIRYR

ELSEIF OWNYB ne 600 then goto BSNSEXP

ELSE goto S3B_END

03B STILOWNB Ask if not apparent

 

Do you still own this property?

IF OWNYB = 600 then goto S3B_END

ELSEIF BCeintro.BUSCREEN = 2 AND OWNYB ne 

600 then goto ACQUIRYR 

ELSE goto BSNSEXP
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1. Yes

2. No

03B BSNSEXP (Are/Were) any of the expenses for this property deducted as a farm, 

rental, or business expense? 

1. Yes

2. No

1: Goto OBSNSZB

2,DK,RF: IF OWNYB = 100 then goto BSNEXP2

 ELSE goto ACQUIRYR

03B OBSNSZB What percent of the expenses for this property ^iswas deducted? Include 

the portion used for business, farming, or rented to someone outside the 

household.

1-99,DK,RF: Goto ACQUIRYR

100: Goto ERR2_OBSNSZB

03B BSNEXP2 Is any part of this property you own rented to someone outside your 

household or used for business? 

1. Yes

2. No

Goto ACQUIRYR

03B ACQUIRYR In what year did (you/your household) close or settle on this property? 1900-9999: If entry = current or previous year, goto 

ACQUIRMO

 Else goto ANPROPTX

DK, RF: goto ANPROPTX

03B ACQUIRMO In what month did (you/your household) close or settle on this property?

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

1-12: IF ACQUIRMO and ACQUIRYR are in the 

future, then goto CK_ACQUIRMO

 ELSEIF ACQUIRMO/ACQUIRYR are within the 

reference period then goto GIFTPROP

 ELSE goto ANPROPTX

DK,RF: Goto ANPROPTX

03B GIFTPROP Was this property received as a gift or inheritance? 1,DK,RF: Goto ANPROPTX
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1. Yes

2. No

2: Goto OWN_PURX

03B OWN_PURX 7 ? [F1]

What was the total price paid for (this/the) property, not including

closing costs? 

0-99999999: IF [(OWNYB = 100-300 and OWN_PURX 

lt 1500 or gt 485000) OR (OWNYB = 400 and 

OWN_PURX lt 100 or gt 250000) ]

 then goto ERR1_OWNPURX

 ELSE goto CLOSECST

DK, RF: goto CLOSECST

03B CLOSECST 7 ? [F1]

About how much were the closing costs?

0-99999999: IF CLOSECST gt OWN_PURX then goto 

CK_CLOSECST

 ELSEIF CLOSECST gt 17000 then goto 

ERR1_CLOSCST

 ELSE goto OWNDPMTX

DK,RF: Goto OWNDPMTX

03B OWNDPMTX What was the amount of the down payment? 0-99999999: IF gt OWN_PURX then goto 

CK_OWNDPMTX

 ELSEIF OWNDPMTX gt 185000 then goto 

ERR1_OWNDPMTX 

 ELSE goto ANPROPTX

DK,RF: Goto ANPROPTX

03B ANPROPTX What (are/were) the annual property taxes for (this/the) property? IF (ne DK or RF) AND [(OWNYB = 100 and 

ANPROPTX gt 15000) OR (OWNYB = 200 and 

ANPROPTX gt 8000) OR (OWNYB = 300 and 

ANPROPTX gt 7000) OR (OWNYB = 400 and 

ANPROPTX gt 3000) ] then goto ERR1_ANPROPTX

ELSEIF OWNYB = 400 then goto S3B_END

ELSEIF OWNYB ne 400 AND NOT (OWNYB = 100 

AND SECT01.BUILDING (from Section 1C) = 1, 9 , 10) 

then goto PROPTYPE

ELSE goto S3B_END
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03B PROPTYPE Ask if not apparent. 

 If respondent doesn't know or refuses select pre-code 3.

 

^Is_Was_C this property a -

 

1. Condominium

2. Cooperative

3. Something else

Goto S3B_END

03B S3B_END ** Non Displayed ** IF STILOWNB = 2 then exit block and goto Section 3D

ELSE exit block and goto Section 3E

03D DISPMTHD You said (you/your household) no longer (own/owns) your (property 

description).

Did (you/your household) sell it, give it to someone outside your 

household, or do something else with it?

1. Sold the property or traded the property in

2. Gave it to someone outside household

3. Something else, other - specify

1,2,DK,RF: Goto DISPYR

3: Goto DISPOTH

03D DISPOTH Specify: Goto DISPYR

03D DISPYR In what year did (you/your household) (sell( trade) this property/give this 

property to someone outside your CU/dispose of this property)?

Goto DISPMO

03D DISPMO In what month did (you/your household) (sell( trade) this property/give 

this property to someone outside your CU/dispose of this property)?

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

IF DISPMO = DK or RF then goto S3D_END

ELSEIF DISPYR = DK or RF then goto S3D_END

ELSEIF flgError = Yes then goto DISPDATE_ERR

ELSEIF DISPMTHD = 1 then goto DISPX

ELSE goto S3D_END
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03D DISPX What was the selling price (trade-in value)? IF ENTRY lt 750 or gt 399900 AND (ne DK or RF) then 

goto ERR1_DISPX

ELSE goto DISPEXPX

03D DISPEXPX 8 ? [F1]

Here is a list of some of the costs people may have when selling 

(trading) property. Looking at the list may help you remember 

what (your/your household's) expenses were. What were (your/your 

household's) total expenses in selling (trading) this property?

0-99999999: IF ENTRY gt 28000 then goto 

ERR1_DISPEXPX

 ELSEIF DISPEXPX gt DISPX then goto 

CK_DISPEXPX

 ELSE goto S3D_END

DK,RF: Goto S3D_END

03D S3D_END ** Non Displayed ** Exit block and goto Section 3E

03E PRESMORT Now I am going to ask about mortgages for your (property description).

Excluding home equity loans, (and reverse mortgages/ ), (do/does) 

(you/your household) presently have a mortgage on your (property 

description)?

 

1. Yes

2. No

1: Goto NUMMORT1

2,DK,RF: Goto HADMORT

03E NUMMORT1 How many mortgages ^havehas (you/your household) had on this 

property since the first of (reference month)?

IF (Section 3E has been completed) AND (the FR 

attempts to lower the entry) then goto CK_NUMMORT1

ELSE goto HOMEQ_YN

03E HADMORT (Have/Has) (you/your household) had a mortgage on this property 

since the first of (reference month)?

1. Yes

2. No

1: Goto NUMMORT2

2,DK,RF: Goto HOMEQ_YN

03E NUMMORT2 How many mortgages (have/has) (you/your household) had on this 

property since the first of (reference month)?

IF (Section 3E has been completed) AND (the FR 

attempts to lower the entry) then goto CK_NUMMORT2

ELSE goto HOMEQ_YN

03E MRTCPSHA Since the first of (reference month), in addition to (your/your household's) 

share of the cooperative's total costs, did (you/your household) make 

payments on a mortgage that was obtained from an outside lender for 

(your/your household's) shares in the cooperative? 

1: Goto NUMMORT3

2,DK,RF: Goto HOMEQ_YN
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1. Yes

2. No

03E NUMMORT3 How many mortgages (have/has) (you/your household) had on this 

property since the first of (reference month)?

IF (Section 3E has been completed) AND (the FR 

attempts to lower the entry) then goto CK_NUMMORT3

ELSE goto HOMEQ_YN

03E HOMEQ_YN (Do/Does) (you/your household) have a home equity loan or any 

other loan which gives the lender claim on this property in case 

the loan is not repaid?

 

1. Yes

2. No

1: Goto LSHEL_YN

2,DK,RF: Goto S3E_END

03E LSHEL_YN ^LSHEL_YN_FILL_ONCE

(Have/Has) (you/your household) had a lump sum home equity loan on

this property since the first of (reference month)? 

1. Yes

2. No

1: Goto NUMLSHEL

2,DK,RF: Goto LCHEL_YN

03E NUMLSHEL How many? IF (Section 3E has been completed) AND (the FR 

attempts to lower the entry) then goto CK_NUMLSHEL

ELSE goto LCHEL_YN

03E LCHEL_YN (Have/Has) (you/your household) had a home equity line of credit 

on this property since the first of (reference month)? 

1. Yes

2. No

1: Goto NUMLCHEL

2,DK,RF: Goto S3E_END

03E NUMLCHEL How many? IF (section 3E has been completed) AND (the FR 

attempts to lower the entry) then goto CK_NUMLCHEL

ELSE goto S3E_END

03E S3E_END ** Non Displayed ** IF (NUMMORT1 gt 0 OR NUMMORT2 gt 0 OR 

NUMMORT3 gt 0) OR NUMLSHEL gt 0 then goto 

Section 3FG

ELSEIF NUMLCHEL gt 0 then goto Section 3H
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ELSE goto Section 3I

03F ORG_INTR Now I will ask some questions about your (1st/2nd/3rd/etc.) 

(mortgage/lump sum home equity loan). 

These questions refer to the (mortgage/lump sum home equity loan) you 

are currently making payments on.

1. Continue

2. Delete the loan

1: Goto REFI

2: Goto S3FG_END

03F REFI (Have/Has) (you/your household) ever refinanced this mortgage?

1. Yes

2. No

Goto FRSTPYYR

03F FRSTPYYR In what year did (you/your household) make the first payment

on this (mortgage/lump sum home equity loan)( after refinancing/)?

( * Enter year of first payment after the most recent refinancing/)

 

1900-9999: IF (entry gt current year) or (entry lt 

(current year - 30)) then goto ERR1_FRSTPYYR

 ELSE goto FRSTPYMO

DK,RF: Goto FRSTPYMO

03F FRSTPYMO In what month did (you/your household) make the first payment

on this (mortgage/lump sum home equity loan)( after refinancing/)?

( * Enter year of first payment after the most recent refinancing/)

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

IF FRSTPYYR and FRSTPYMO are gt (current month + 

2 and year) then goto CK_FRPSTYMO

ELSE ORGMRTX

03F ORGMRTX What was the amount of this (mortgage/lump sum home equity loan) IF (ORGMRTX ne DK or RF) AND [ (OWNYB = 100 and 
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when (you/your household) obtained it, not including any interest? ORGMRTX lt 5000 or gt 315000) OR (OWNYB = 200 

and ORGMRTX lt 3000 or gt 350000) OR (OWNYB = 

300 and ORGMRTX lt 3000 or gt 400000) OR (OWNYB 

= 400 and ORGMRTX lt 1000 or gt 124900) ] then goto 

ERR1_ORGMRTX

ELSE goto MTERM

03F MTERM Is this a 30 year (mortgage/lump sum home equity loan), a 15 year

(mortgage/lump sum home equity loan), or something else? 

1. 30-year

2. 15-year

3. Something else

1: IF current year - FRSTPYYR gt 30 then goto 

CK_S3FG

 ELSE goto NEWMRRT

2: IF current year - FRSTPYYR gt 15 then goto 

CK_S3FG

 ELSE goto NEWMRRT

3: Goto MORTTERM

DK,RF: Goto NEWMRRT

03F MORTTERM Enter number of years 1-50: IF (current year - FRSTPYYR) gt MORTTERM 

then goto CK_S3FG]

 ELSEIF ENTRY lt 5 or gt 30 then goto 

ERR1_MORTTERM

 ELSE goto NEWMRRT

DK,RF: Goto NEWMRRT

03F NEWMRRT What is the current interest rate on this (mortgage/lump sum home equity 

loan)?

 Enter percent including decimal

IF ENTRY lt 2.5 or gt 8.5 AND (ne DK or RF) then goto 

ERR1_NEWMRRT

ELSE goto FIXEDRTE

03F FIXEDRTE Is this a fixed rate (mortgage/lump sum home equity loan)?

1. Yes

2. No

1: Goto PAYINCL

2,DK,RF: Goto PAYTYPE

03F PAYTYPE ? [F1]

There are many different kinds of (mortgages/lump sum home equity 

loans).

Which of these comes closest to (yours/ your household's)?

IF 1 and 2 are selected then goto CK_PAYTYPE

ELSEIF 3 is selected then goto PAYTOTHF

ELSE goto PAYINCL
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 Read each item on list

 Mark all that apply, separate with commas

1. Variable or adjustable rate of interest (ARM)

2. Interest only

3. Other - Specify

03F PAYTOTHF Specify: Goto PAYINCL

03F PAYINCL 8 [F1]

On (your/your household's) last payment, which of these things were 

included?

 Read each item on list

 Enter all that apply, separate with commas

1. Principal

2. Interest

3. Property taxes

4. Property insurance

5. Mortgage guarantee insurance (PMI)

6. Any other payments - specify

77. Don't know

IF 1 and 2 were not selected then goto CK_PAYINCL

ELSEIF 6 selected then goto PAYOTHF

ELSEIF FIXEDRTE = 1 then goto MRTPMTX

ELSE goto PAYMTX1

03F PAYOTHF Specify: IF FIXEDRTE = 1 then goto MRTPMX

ELSE goto PAYMTX1

03F MRTPMTX How much is (your/your household's) (mortgage/lump sum home equity 

loan) payment per month?

1-99999999: IF MRTPMTX gt ORGMRTX then goto 

CK_MRTPMTX

 ELSEIF entry lt 125 or gt 2700 then goto 

ERR1_MRTPMTX

 ELSEIF any codes 3-6 are selected in 

PAYINCL then goto PRININTX

 ELSE goto S3FG_END

DK,RF: IF any codes 3-6 are selected in PAYINCL 

then goto PRININTX

 ELSE goto S3FG_END
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03F PRININTX How much of that amount was for ^prinint_fill? 0-99999999: IF PRININTX gt MRTPMTX then goto 

ERR_PRININTX

 ELSEIF entry lt 75 or gt 2500 then goto 

ERR1_PRININTX

 ELSE goto S3FG_END

DK,RF: Goto S3FG_END

03F PAYMTX1 How much was (your/your household's) payment on this (mortgage/lump 

sum home equity loan) in (reference month)?

0: Goto PAYMTX2

1-99999999,DK,RF: IF entry lt 125 or gt 2700 then 

goto ERR1_PAYMTX1

 ELSEIF any codes 3-6 selected in 

PAYINCL then goto PRNINTX1

 ELSE goto PAYMTX2

03F PRNINTX1 How much of that amount was for ^prinint_fill? 0-99999999: IF PRNINTX1 gt PAYMTX1 then goto 

CK_PRNINTX1

 ELSEIF entry lt 75 or gt 2500 then goto 

ERR1_PRNINTX1

 ELSE goto PAYMTX2

DK,RF: Goto PAYMTX2

03F PAYMTX2 How much was (your/your household's) payment on this (mortgage/lump 

sum home equity loan) in (month)?

0: Goto PAYMTX3

1-99999999,DK,RF: IF entry lt 125 or gt 2700 then 

goto ERR1_PAYMTX2

 ELSEIF any codes 3-6 selected in 

PAYINCL then goto PRNINTX2

 ELSE goto PAYMTX3

03F PRNINTX2 How much of that amount was for ^prinint_fill? 0-99999999: IF PRNINTX2 gt PAYMTX2 then goto 

ERR_PRNINTX2

 ELSEIF entry lt 75 or gt 2500 then goto 

ERR1_PRNINTX2

 ELSE goto PAYMTX3

DK,RF: Goto PAYMTX3

03F PAYMTX3 How much was (your/your household's) payment on this (mortgage/lump 

sum home equity loan) in (last month)?

0,DK,RF: Goto S3FG_END

1-99999999: IF entry lt 125 or gt 2700 then goto 
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ERR1_PAYMTX3

 ELSEIF any codes 3-6 selected in 

PAYINCL then goto PRNINTX3

 ELSE goto S3FG_END

03F PRNINTX3 How much of that amount is for ^prinint_fill? 0-99999999: IF PRNINTX3 gt PAYMTX3 then goto 

CK_PRNINTX3

 ELSEIF PRNINTX3 lt 75 or gt 2500 then 

goto ERR1_PRNINTX3

 ELSE goto S3FG_END

DK,RF: Goto S3FG_END

03F S3FG_END ** Non Displayed ** Goto ORGMRTX for the next new loan with LOANTYPE 

= 1 or 2

IF no more new loans with LOANTYPE 1 or 2 AND 

NUMLCHEL (from 3E) gt 0 then goto Section 3H

ELSE goto Section 3I

03H AuxPropDesc ** SHOW ONLY **

03H PAIDLOAN I'd like to ask some questions about (your/your CUs) home equity line(s) 

of credit.

Since the first of (reference month), (have/has) (you/your household) 

made any payments for (your/your household's) (this 

loan/1st/2nd/3rd/etc.)?

1. Yes

2. No

888. Delete this loan

1: Goto PDAMTX1

2,DK,RF: Goto TOTOWED

888: Goto next loan

03H PDAMTX1 What was the total amount paid in (reference month)? 1-99999999: IF (OWNYB = 100 and PDAMTX1 lt 15 or 

gt 6000) OR (OWNYB = 200-400 and PDAMTX1 lt 35 

or gt 35000) then goto ERR1_PDAMTX1

 ELSE goto PDAMTX2

0,DK,RF: Goto PDAMTX2

03H PDAMTX2 What was the total amount paid in (month)? 1-99999999: IF (OWNYB = 100 and PDAMTX2 lt 15 

or gt 6000) OR (OWNYB = 200-400 and PDAMTX2 lt 

35 or gt 35000) then goto ERR1_PDAMTX2
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 ELSE goto PDAMTX3

0,DK,RF: Goto PDAMTX3

03H PDAMTX3 What was the total amount paid in (last month)? 1-99999999: IF (OWNYB = 100 and entry lt 15 or gt 

6000) OR (OWNYB = 200-400 and entry lt 15 or gt 

6000) then goto ERR1_PDAMTX3 ELSE goto 

TOTOWED

0: IF PDAMTX1 = 0 and PDAMTX2 = 0 then goto 

CK_PDAMTX3

 ELSE goto TOTOWED

DK,RF: Goto TOTOWED

03H TOTOWED ^TOTOWED_FILL 0-99999999: IF (OWNYH = 100 and entry lt 165 or gt 

104400) OR (OWNYH = 200-400 and entry lt 2000 or gt 

100000) AND (entry ne 0 )then goto ERR1_TOTOWED

 IF (entry lt PDAMTX3 AND (PDAMTX3 ne 

DK and ne RF)) then goto CK_TOTOWED

 ELSE goto S3H_END

DK,RF: Goto S3H_END

03H S3H_END ** Non Displayed ** Goto PAIDLOAN for next new loan with LOANTYPE = 3 

for this property. 

If no more new loans with LOANTYPE = 3 then exit 

block and goto Section 3I

03I MORTSPEC Now I'm going to ask about other ownership costs for your (property 

description).

Since the first of (reference month) not including this month, have 

(you/you or any members of your household) paid more than the amount 

required on any mortgage or lump sum home equity loan for this 

property?

1. Yes

2. No

1: Goto SPECIALX

2,DK,RF: If PROPTYPE (from 3B or 8500) = 1 then 

goto PAYCONDO

 Elseif PROPTYPE (from 3B or 8500) = 2 then 

goto COOPPRG3

 Elseif PROPTYPE (from 3B or 8500) = 3 AND 

(TIMESHAR (from 3B or 8500) = 1) then goto 

PAYHOASS

 Elseif PROPTYPE (from 3B or 8500) = 3 AND 

OWNYB = 400 then goto PAYHOASS

 Else goto GRNDRENT
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03I SPECIALX Since the first of (reference month) not including this month -

How much EXTRA did (you/your household) pay?

1-99999999: IF lt 8 or gt 14000 then goto 

ERR1_SPECIALX

 ELSEIF PROPTYPE (from 3B or 8500) = 

1 then goto PAYCONDO

 ELSEIF PROPTYPE (from 3B or 8500) = 

2 then goto COOPPRG3

 ELSEIF PROPTYPE (from 3B or 8500) = 

3 AND (TIMESHAR (from 3B or 8500) = 1) then goto 

PAYHOASS

 ELSEIF PROPTYPE (from 3B or 8500) = 

3 AND OWNYB = 400 then goto PAYHOASS

 ELSE goto GRNDRENT

DK,RF: IF PROPTYPE (from 3B or 8500) = 1 then 

goto PAYCONDO

 ELSEIF PROPTYPE (from 3B or 8500) = 2 

then goto COOPPRG3

 ELSEIF PROPTYPE (from 3B or 8500) = 3 

AND (TIMESHAR (from 3B or 8500) = 1) then goto 

PAYHOASS

 ELSEIF PROPTYPE (from 3B or 8500) = 3 

AND OWNYB = 400 then goto PAYHOASS

 ELSE goto GRNDRENT

03I GRNDRENT (Now I'm going to ask about ownership costs for your (property 

description)/ )

Since the first of (reference month) not including this month, (have/has) 

(you/your household) made any payments for ground or land rent for 

(property description)?

1. Yes

2. No

1: Goto GRNDRNTX

2,DK,RF: Goto PAYHOASS

03I GRNDRNTX Since the first of (reference month) not including this month -

What was the total amount paid?

1-99999999: IF GRNDRNTX lt 45 or gt 2465 then 

goto ERR1_GRNDRNTX

 ELSE goto PAYHOASS

DK,RF: Goto PAYHOASS

03I PAYHOASS (Do/Does) (you/your household) make regular payments to 1: Goto HORCORG
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a homeowner's association?

 

1. Yes

2. No

2,DK,RF: Goto SPCLPAY2

03I PAYCONDO (Are/Is) (you/your household) required to make regular payments 

of condominium fees for general maintenance or management services?

 

1. Yes

2. No

1: Goto HORCORG

2,DK,RF: Goto SPCLPAY2

03I COOPRG3 8 ? [F1]

Now I'd like to ask you about payments (you/your household) 

(make/makes) directly to the cooperative for (your/your household's) 

share of its costs. 

Since the first of (reference month) not including this month, have 

(you/you or any members of your household) made any payments for any 

of the following things - 

 Read each item on the list

 Enter all that apply, separate with commas

 Enter 12 for no payments made

1. Repayment of loans owed by cooperative

2. Property taxes

3. Property Insurance

4. Management

5. Repairs or maintenance, including lawn care or snow removal

6. Improvements

7. Recreational including swimming, golf or tennis facilities

8. Security including guards or alarm systems

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

10. Trash collection

11. Other

12. No payments made

77. Don't know

12,RF: Goto SPCLPAY1

1-11,77: IF 11 selected then goto CORGOTH

 ELSE goto MGOTHERX

03I CORGOTH Specify: Goto MGOTHERX
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03I HORCORG 9 ? [F1]

Which of the following services and privileges were included in 

those payments?

 

 Read each item on the list.

 Enter all that apply---separate with commas.

1. Management

2. Repairs or maintenance, including lawn care or snow removal

3. Improvements

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

5. Parking

6. Recreational including swimming, golf, or tennis facilities

7. Security including guards or alarm systems

8. Maid Services

9. Medical Services

10. Trash collection

11. Other

77. Don't Know

1-11,77: IF 11 selected then goto HORGOTH

 ELSEIF there is at least one loan of 

LOANTYPE = 1 on this property then goto MGOTHER

 ELSE goto MGOTHERX

RF: Goto SPCLPAY2

03I HORGOTH Specify: IF at least one loan of LOANTYPE = 1 for this property 

then goto MGOTHER

ELSE goto MGOTHERX

03I MGOTHER Since the first of (reference month) not including this month, have you 

made ANY regular payments for these services?

1. Yes

2. No

1,DK,RF: Goto MGOTHPPD

2: IF PROPTYPE (from 3B or 8500) = 2 then goto 

SPCLPAY1

 ELSE goto SPCLPAY2

03I MGOTHPPD How often (do/does) (you/your household) currently pay for these 

services?

1. Once a month

2. Every 2 months

3. Quarterly (every 3 months)

4. Every 4 months

5. Twice a year (every 6 months)

6. Once a year

1-6: Goto MGOTHPYX

7,DK,RF: Goto MGOTHERX
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7. Other

03I MGOTHPYX What is the amount currently paid (once a month/every two months/every 

three months/every four months/every six months/once a year)?

IF PROPTYPE (from 3B or 8500) = 2 then goto 

SPCLPAY1

ELSE goto SPCLPAY2

03I MGOTHERX Since the first of (reference month) not including this month, how much 

(have/has) (you/your household) paid for these services?

1-99999999: IF OWNYB = 100 and MGOTHERX lt 10 

or gt 2100 then goto ERR1_MGOTHERX

 ELSEIF OWNYB = 200-400 and 

MGOTHERX lt 5 or gt 2610 then goto 

ERR1_MGOTHERX

 ELSEIF PROPTYPE (from 3B or 8500) = 

2 then goto SPCLPAY1

 ELSE goto SPCLPAY2

0,DK,RF: IF PROPTYPE (from 3B or 8500) = 2 

then goto SPCLPAY1

 ELSE goto SPCLPAY2

03I SPCLPAY1 8 ? [F1]

(Have/Has) (you/your household) made any SPECIAL payments to

a management service?

1. Yes

2. No

1: Goto COOPSP3

2,DK,RF: Goto ASSESSMT

03I SPCLPAY2 9 ? [F1]

(Have/Has) (you/your household) made any SPECIAL payments to a 

management service?

1. Yes

2. No

1: Goto HOCOSP3

2,DK,RF: Goto ASSESSMT

03I COOPSP3 8 ? [F1] 

Since the first of (reference month) not including this month, what 

services were provided? 

IF 11 is selected then goto COSPOTH

ELSE goto SPECLX
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 Enter all that apply, separate with commas

1. Repayment of loans owed by the cooperative

2. Property taxes

3. Property insurance

4. Management

5. Repairs or maintenance, including lawn care or snow removal

6. Improvements

7. Recreational including swimming, golf, or tennis facilities

8. Security including guards or alarm systems

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

10. Trash collection

11. Other 

77. Don't Know

03I COSPOTH Specify: Goto SPECLX

03I HOCOSP3 9 ? [F1]

Since the first of (reference month) not including this month, what 

services were provided?

 Enter all that apply, separate with commas

1. Management

2. Repairs or maintenance, including lawn care or snow removal

3. Improvements

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

5. Parking

6. Recreational including swimming, golf, or tennis facilities

7. Security including guards or alarm systems

8. Maid Services

9. Medical Services

10. Trash collection

11. Other

77. Don't Know

IF 11 is selected then goto HOSPOTH

ELSE goto SPECLX

03I HOSPOTH Specify: Goto SPECLX

03I SPECLX Since the first of (reference month) not including this month, how much 

were these special payments?

1-99999999: IF SPECLX gt 6600 then goto 

ERR1_SPECLX

 ELSE goto ASSESSMT
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DK,RF: Goto ASSESSMT

03I ASSESSMT Since the first of (reference month) not including this month, (have/has) 

(you/your household) paid any special assessments to a local 

government for construction or repair of roads, sidewalks, or other things 

like that?

1. Yes

2. No

1: Goto ASSESSX

2,DK,RF: IF OWNYB = 100 then goto RNTEQVX

 ELSEIFIF OWNYB = 300 then goto 

VAC_OCCQ

 ELSE goto S3I_END

03I ASSESSX Since the first of (reference month) not including this month -

What was the total amount paid?

1-99999999: IF ASSESSX lt 6 or gt 77000 then goto 

ERR1_ASSESSX

 ELSEIF OWNYB = 100 then goto 

RNTEQVX

 ELSEIF OWNYB = 300 then goto 

VAC_OCCQ

 ELSE goto S3I_END

DK,RF: IF OWNYB = 100 then goto RNTEQVX

 ELSEIF OWNYB = 300 then goto 

VAC_OCCQ

 ELSE goto S3I_END

03I VAC_OCCQ Since the first of (reference month), how much time did you occupy this 

(timeshare/property)?

 Enter quantity and select period on next screen.

0,DK,RF: IF ((TIMESHAR (from 3B or 8500) = 2, DK 

or RF)) then goto VAC_SEC

 ELSEIF (TIMESHAR (from 3B or 8500) = 1) 

then goto TIME_RNT

 ELSE goto S3I_END

1-150: Goto VAC_OCCY

03I VAC_OCCY Enter time period.

1. Days

2. Weeks

3. Months

4. Percent

5. Other, specify

1-4,DK,RF: IF ((TIMESHAR (from 3B or 8500) = 2, DK 

or RF)) then goto VAC_SEC

 ELSEIF (TIMESHAR (from 3B or 8500) = 1) 

then goto TIME_RNT

 ELSE goto S3I_END

5: Goto VAC_OTH

03I VAC_OTH Specify: IF (TIMESHAR (from 3B or 8500) = 2, DK or RF) then 

goto VAC_SEC
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ELSEIF (TIMESHAR (from 3B or 8500) = 1) then goto 

TIME_RNT

ELSE goto S3I_END

03I VAC_SEC Since the first of (reference month), was this property either rented by 

someone outside your household or available to be rented?

1. Yes

2. No

1: Goto VAC_RNTQ

2,DK,RF: Goto RNTEQVX

03I VAC_RNTQ Since the first of (reference month), how much time was this property 

rented by someone outside your household?

 Enter quantity and select period on next screen.

0,DK,RF: Goto VAC_AVAQ

1-150: Goto VAC_RNTY

03I VAC_RNTY Enter time period.

1. Days

2. Weeks

3. Months

4. Percent

5. Other, specify

1: IF VAC_RNTQ ge 91 AND OWNYB = 300 then goto 

RNTEQV2X

 ELSEIF VAC_RNTQ ge 91 then goto S3I_END

 ELSE goto VAC_AVAQ

2: IF VAC_RNTQ ge 13 AND OWNYB = 300 then goto 

RNTEQV2X

 ELSEIF VAC_RNTQ ge 13 then goto S3I_END

 ELSE goto VAC_AVAQ

3: IF VAC_RNTQ ge 3 AND OWNYB = 300 then goto 

RNTEQV2X

 ELSEIF VAC_RNTQ ge 3 then goto S3I_END

 ELSE goto VAC_AVAQ

4: IF VAC_RNTQ = 100 AND OWNYB = 300 then goto 

RNTEQV2X

 ELSEIF VAC_RNTQ = 100 then goto S3I_END

 ELSE goto VAC_AVAQ

5: Goto VAC_ROTH

DK,RF: Goto VAC_AVAQ

03I VAC_ROTH Specify: Goto VAC_AVAQ
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03I VAC_AVAQ Since the first of (reference month), how much time was this property 

available to be rented, but not rented out?

 Enter quantity and select period on next screen.

0,DK,RF: IF OWNYB = 300 then goto RNTEQV2X

 ELSE goto S3I_END

1-150: Goto VAC_AVAY

03I VAC_AVAY Specify

1. Days

2. Weeks

3. Months

4. Percent

5. Other, specify

1-4: IF (VAC_RNTY = VAC_AVAY) AND (VAC_RNTQ 

not equal DK and not equal RF) AND (VAC_AVAQ not 

equal DK and not equal RF) AND [ (VAC_RNTY = 1 

and ((VAC_RNTQ + VAC_AVAQ) gt total number of 

days from the 1st of the reference month and today)) 

OR (VAC_RNTY = 2 and ((VAC_RNTQ + VAC_AVAQ) 

gt total number of weeks from the 1st of the reference 

month and today)) OR (VAC_RNTY = 3 and 

((VAC_RNTQ + VAC_AVAQ) gt 3) ) OR (VAC_RNTY = 

4 and ((VAC_RNTQ + VAC_AVAQ) gt 100)) ] Then goto 

CK_RNTQ_AVAQ

 ELSEIF OWNYB = 300 then goto RNTEQV2X

 ELSE goto S3I_END

DK,RF: IF OWNYB = 300 then goto RNTEQV2X

 ELSE goto S3I_END

5: Goto VAC_AOTH

03I VACAOTH Specify IF OWNYB = 300 then goto RNTEQV2X

ELSE goto S3I_END

03I RNTEQV2X If someone were to rent this home today, how much do you think it would 

rent for?

IF (RNTEQV2X lt 200 or gt 800) AND (ne DK and ne 

RF) then goto ERR1_RNTEQV2X

 

ELSE goto RENTPERD

03I RENTPERD Ask if not already stated.

What period of time does this rental amount cover? 

1. Week

2. Month

3. Quarter

4. Other specify

1-3,DK,RF: Goto RENTUTIL

4: Goto RNPEROTH
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03I RNPEROTH Specify: Goto RENTUTIL

03I RENTUTIL Does this amount include utilities? 

1. Yes

2. No

Goto PROPVALX

03I RNTEQVX If someone were to rent this (including part of the property currently 

being used for business, farming, or rented/home today) how much do 

you think it would rent for monthly, unfurnished and without utilities?

1-999999: IF (OWNYB = 100 and RNTEQVX lt 300 or 

gt 3000) OR (OWNYB = 200 and RNTEQVX lt 200 or gt 

4000) OR (OWNYB = 300 and RNTEQVX lt 200 or gt 

8000) then goto ERR1_RNTEQVX

 ELSEIF OWNYB = 100 OR (OWNYB = 300 

AND ((TIMESHAR (from 3B or 8500) = 2, DK or RF)) 

then goto PROPVALX

 ELSE goto S3I_END

DK,RF: IF OWNYB = 100 OR (OWNYB = 300 AND 

((TIMESHAR (from 3B or 8500) = 2, DK or RF)) 

thengoto PROPVALX

 ELSE goto S3I_END

03I PROPVALX About how much do you think this property would sell for on today's 

market?

0-99999999: IF OWNYB = 100 and PROPVALX lt 

1000 or gt 600000 OR (OWNYB = 300 and PROPVALX 

lt 3000 or gt 800000) then goto ERR1_PROPVALX

 ELSE goto S3I_END

 

DK,RF: Goto S3I_END

03I TIME_RNT Since the first of (reference month), did you rent this timeshare to 

someone outside your household?

1. Yes

2. No

Goto RNTEQV3X

03I RNTEQV3X If you were to rent this timeshare today to someone else, instead of using 

it yourself, how much would it rent for weekly?

1-99999: IF OWNYB = 300 and RNTEQV3X lt 200 or 

gt 8000 then goto ERR1_RNTEQV3X

 ELSE goto PRPVAL2X

DK,RF: Goto PRPVAL2X

03I PRPVAL2X If you were able to sell this timeshare, about how much do you think it 

would sell for on today's market?

0-99999999: IF OWNYB = 300 and PRPVL2X lt 3000 

or gt 800000 then goto ERR1_PRPVL2X

 ELSE goto S3I_END
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DK,RF: Goto S3I_END

03I S3I_END ** Non Displayed ** Goto Section 3B for the next new property.

If no more new properties (OR NO New Properties) 

AND OWNED = 1 then exit block and goto ANYRENT

ELSE exit section 3 block and goto Section 4 -

BSECTION4

03 ANYRENT Since the first of (reference month) have (you/you or any members of 

your household) rented any houses, apartments, or temporary living 

quarters NOT used entirely for business or vacation? 

 Do NOT include college or university regulated housing.

1. Yes

2. No

1: Goto RENTX1

2,DK,RF: Goto Section 4

02 RENTDESC ** SHOW ONLY **

02 RENTX1 What was your total rental payment for (reference month) for this unit? 

Include any extra charges for garage or parking facilities, but do not

include direct payments by local, state or federal agencies.

0-9999999: IF RENTX1 gt 3000 then goto 

ERR1_RENTX1

 ELSE goto RENTX2

DK,RF: Goto RENTX2

02 RENTX2 What was the total rental payment for (month) for this unit? 1-9999999: IF RENTX2 gt 3000 then goto 

ERR1_RENTX2

 ELSEIF (RENTX1 ne 0,DK or RF) and 

((RENTX2 le (0.6 x RENTX1)) or (RENTX2 ge (1.4 x 

RENTX1))) then goto ERR2_RENTX2

 ELSE goto RENTX3

0,DK,RF: Goto RENTX3

02 RENTX3 What was your total rental payment for (last month) for this unit? 1-9999999: IF RENTX3 gt 3000 then goto 

ERR1_RENTX3

 ELSEIF (RENTX2 ne 0,DK or RF) and 

((RENTX3 le (0.6 x RENTX2)) or (RENTX3 ge (1.4 x 

RENTX2))) then goto ERR2_RENTX3 

 ELSE goto RTELECT
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0,DK,RF: Goto RTELECT

02 RTELECT 6

Does the rental payment include the cost of -

 

 . . . Electricity? 

1. Yes

2. No

Goto RTGAS

02 RTGAS 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . . Gas? 

1. Yes

2. No

Goto RTWATER

02 RTWATER 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . Piped in water? 

1. Yes

2. No

Goto RTHEAT

02 RTHEAT 6

 Repeat if necessary

Does the rental payment include the cost of -

Goto RTTRASH
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 . . . . Heating? 

1. Yes

2. No

02 RTTRASH 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . Trash/garbage collection? 

1. Yes

2. No

Goto RTPARK

02 RTPARK 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . Garage and parking facilities? 

1. Yes

2. No

Goto RTTELEPH

02 RTTELEPH 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . Telephone services?

1. Yes

2. No

Goto RTTVCABL

02 RTTVCABL 6 Goto RTINTRNT
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 Repeat if necessary 

Does the rental payment include the cost of -

 . . . Television services?

1. Yes

2. No

02 RTINTRNT 6

 Repeat if necessary

Does the rental payment include the cost of -

 . . . Internet services?

1. Yes

2. No

Goto RTFUNSH

02 RTFUNSH 6

Repeat if necessary 

Does the rental payment include the cost of -

 . . . Furniture?

1. Yes

2. No

Goto RTASPAY

02 RTASPAY Did (you/you or any members of your household) receive any reduced or 

free rent for 

this unit as a form of pay since the first of (reference month)?

1. Yes

2. No

1: Goto RTCOMPX

2,DK,RF: IF BCeintro.BUSCREEN ne 2 then goto 

RTBSNS

 ELSEIF BCeintro.BUSCREEN = 2 AND (PSU 

= 06001, 06013, 06037, 06041, 06059, 06065, 06071, 

06081, 06073, 06075, 06087, 06097, 11001, 24021, 

24043, 34003, 34013, 34017, 34023, 34027, 34031, 

34037, 36005, 36047, 36059, 36061, 36081, 36085, 

36087, 36103, 36119) then goto RENTCONT

 ELSE goto MORERNT

02 RTCOMPX What is the current monthly rental charge to another tenant for a similar 0-999999: IF RTCOMPX lt 100 or gt 1550 then goto 
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unit? ERR1_RTCOMPX

 ELSE goto REGRNTX

DK,RF: Goto REGRNTX

02 REGRNTX What is your regular rental payment? 0-999999: IF REGRNTX gt 1463 then goto 

ERR1_REGRNTX

 ELSEIF BCeintro.BUSCREEN ne 2 then goto 

RTBSNS

 ELSEIF BCeintro.BUSCREEN = 2 AND (PSU 

= 06001, 06013, 06037, 06041, 06059, 06065, 06071, 

06081, 06073, 06075, 06087, 06097, 11001, 24021, 

24043, 34003, 34013, 34017, 34023, 34027, 34031, 

34037, 36005, 36047, 36059, 36061, 36081, 36085, 

36087, 36103, 36119) then goto RENTCONT

 ELSE goto MORERNT

DK,RF: IF BCeintro.BUSCREEN ne 2 then goto 

RTBSNS

 ELSEIF BCeintro.BUSCREEN = 2 AND (PSU 

= 06001, 06013, 06037, 06041, 06059, 06065, 06071, 

06081, 06073, 06075, 06087, 06097, 11001, 24021, 

24043, 34003, 34013, 34017, 34023, 34027, 34031, 

34037, 36005, 36047, 36059, 36061, 36081, 36085, 

36087, 36103, 36119) then goto RENTCONT

 ELSE goto MORERNT

02 RTBSNS Is any portion of this unit used for your own business?

1. Yes

2. No

1: Goto RTBSNSZ

2,DK,RF: IF STLRENT = 2 AND RTASPAY = 2 AND 

RTBSNS = 2 then goto CK_RTBSNS

 ELSEIF PSU = 06001, 06013, 06037, 06041, 

06059, 06065, 06071, 06073, 06075, 06081 06087, 

06097, 11001, 24021, 24043, 34003, 34013, 34017, 

34023, 34027, 34031, 34037, 36005, 36047, 36059, 

36061, 36081, 36085, 36087, 36103, 36119, then goto 

RENTCONT

 ELSE goto MORERNT

02 RTBSNSZ What percent of the rental payment is counted as a business expense?

 

1-99,DK,RF: IF PSU = 06001, 06013, 06037, 06041, 

06059, 06065, 06071, 06073, 06075, 06081, 06087, 
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 Enter to the nearest whole percent. 06097, 11001, 24021, 24043, 34003, 34013, 34017, 

34023, 34027, 34031, 34037, 36005, 36047, 36059, 

36061, 36081, 36085, 36087, 36103, 36119 then goto 

RENTCONT

 ELSE goto MORERNT

100: Goto ERR2_RTBSNSZ

02 RENTCONT Is this unit under rent control? 

1. Yes

2. No

Goto MORERNT

02 MORERNT Since the first of (reference month), have (you/you or any members of 

your household)

rented any other houses, apartments, or temporary living

quarters NOT used entirely for business or vacation? 

 

Do NOT include college or university regulated housing.

1. Yes

2. No

1: Goto RENTX1

2,DK,RF: Goto S2_END

02 S2_END ** Non Displayed ** Goto Section 4 - BSECTION4

04A S4A_INTRO 10

Now I am going to ask about utilities including telephone bills. Please 

refer to any billing statements or other records you have when answering 

these questions. 

Please remember to include any bills you receive or pay online or have 

automatically deducted. 

Report any bill you have received, even if the bill has not been paid. 

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

Goto TELEBILL
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1. Enter 1 to Continue

04A TELEBILL 10 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) received any bills for telephone, internet, cable TV, or 

satellite TV services, including cellular and Voice Over IP? Do not 

include bills for telephones used entirely for business purposes. 

1. Yes

2. No

1: Goto TblPhone Block

2,DK,RF: Goto TblPhone.S4A_END

04A PREVCOMP ^PREVCOMP_fill?

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

1. ^Temprevcomp[1]

2. ^Temprevcomp[2]

3. ^Temprevcomp[3]

4. ^Temprevcomp[4]

5. ^Temprevcomp[5]

6. ^Temprevcomp[6]

7. ^Temprevcomp[7]

8. ^Temprevcomp[8]

9. ^Temprevcomp[9]

10. ^Temprevcomp[10]

11. ^Temprevcomp[11]

12. ^Temprevcomp[12]

13. ^Temprevcomp[13]

14. ^Temprevcomp[14]

15. ^Temprevcomp[15]

16. ^Temprevcomp[16]

17. ^Temprevcomp[17]

18. ^Temprevcomp[18]

19. ^Temprevcomp[19]

20. ^Temprevcomp[20]

55. Company name not listed

888. Delete the line

1-20: IF BCeintro.BUSCREEN = 2 goto TELCHGX1

 ELSE goto TELBSNS

55: Goto TELCOMP

888: Goto TELOTH

04A TELCOMP (What is the name of the company which provides the service?/"* Enter 888: Goto TELOTH
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company name)

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

 Enter 888 to delete the line

All others: IF Uppercase version of the entry is 

"NETFLIX" or "HULU" then goto CK_TELCOMP

 ELSEIF BCeintro.BUSCREEN = 2 goto 

TELCHGX1

 ELSE goto TELBSNS

04A TELBSNS Will any of the charges be deducted as a business expense?

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

1. Yes

2. No

1: Goto TELBSNZ

2,DK,RF: Goto TELCHGX1

04A TELBSNZ What percentage will be deducted?

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

1-99,DK,RF: Goto TELCHGX1

100: Goto CK_TELBSNZ

04A TELCHGX1 How much were you billed for in (reference month)? 

Do not include any unpaid charges from a previous billing period.

 

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

1-999999: IF entry lt 7 or gt 400 then goto 

ERR1_TELCHGX1

 ELSE goto TELCHGX2

0,DK,RF: Goto TELCHGX2

04A TELCHGX2 How much were you billed for in (month)? 

Do not include any unpaid charges from a previous billing period.

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

1-999999: IF entry lt 7 or gt 400 then goto 

ERR1_TELCHGX2

 ELSE goto TELCHGX3

0,DK,RF: Goto TELCHGX3

04A TELCHGX3 How much were you billed for in (last month)? 

Do not include any unpaid charges from a previous billing period.

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

1-999999: IF entry lt 7 or gt 400 then goto 

ERR1_TELCHGX3

 ELSEIF TELCHGX1 = 0 OR TELCHGX2 = 0 

then goto BILPERD

 ELSE goto TELSERV
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0: Goto BILPERD

DK,RF: IF TELCHGX1 = 0 OR TELCHGX2 = 0 then 

goto BILPERD

 ELSE goto TELSERV

04A BILPERD What is your usual billing period for this service? 

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

1. Month

2. 2 months

3. Quarter

4. Annual

5. Other

Goto TELSERV

04A TELSERV Which of the following telephone service items were included in the bill(s) 

-

 Read each item on list.

 Enter all that apply, separate with commas.

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

1. Telephone service (mobile, residential, or Voiceover IP)?

2. Internet service (including broadband, DSL, and dial-up)?

3. Cable or satellite television service?

IF 1 is selected goto TYPETEL

ELSEIF more than one item is selected then goto 

TELBLPRS

ELSE goto TELOTH

04A TYPETEL 10 ? [F1]

What types of telephone services did the bill include -

 Read each item on list. 

 Enter all that apply, separate with commas.

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

IF more than 1 item is selected in TELSERV then goto 

TELBLPRS

ELSE goto TELOTH
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1. Residential Service including Voice over IP?

2. Mobile or Cellular Service including prepaid?

04A TELBLPRS Is respondent referring to a detailed bill, including online or digital?

 Do not include checkbooks

1. Yes

2. No

1: IF 2 selected in TELSERV and TELCHGX1 =1-

999999, DK or RF then goto TINTNTX1

 ELSEIF 2 selected in TELSERV and TELCHGX2 

=1-999999, DK or RF then goto TINTNTX2

 ELSEIF 2 selected in TELSERV and TELCHGX3 

=1-999999, DK or RF then goto TINTNTX3

 ELSEIF 3 selected in TELSERV and TELCHGX1 

=1-999999, DK or RF then goto TCABLEX1

 ELSEIF 3 selected in TELSERV and TELCHGX2 

=1-999999, DK or RF then goto TCABLEX2

 ELSEIF 3 selected in TELSERV and TELCHGX3 

=1-999999, DK or RF then goto TCABLEX3

 ELSE goto TELOTH

2: Goto TELOTH

04A TINTNTX1 How much of the ^TELCHGX1_Fill in (reference month) charges were for 

internet access?

 (* Do not include data plans for mobile phones./ )

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

IF TINTNTX1 = 1-5 OR gt 60 then goto 

ERR1_TINTNTX1

ELSEIF TINTNTX1 gt TELCHGX1 then goto 

CK_TINTNTX1

ELSEIF TELCHGX2 = 1-999999, DK or RF then goto 

TINTNTX2

ELSEIF TELCHGX3 = 1-999999, DK or RF then goto 

TINTNTX3

ELSEIF 3 selected in TELSERV and TELCHGX1 = 1-

999999, DK or RF then goto TCABLEX1

ELSEIF 3 selected in TELSERV and TELCHGX2 = 1-

999999, DK or RF then goto TCABLEX2

ELSEIF 3 selected in TELSERV and TELCHGX3 = 1-

999999, DK or RF then goto TCABLEX3

ELSE goto TELOTH

04A TINTNTX2 How much of the ^TELCHGX2_Fill in (month) charges were for internet 

access?

(* Do not include data plans for mobile phones./ )

IF TINTNTX2 = 1-5 or gt 60 then goto 

ERR1_TINTNTX2

ELSEIF TINTNTX2 gt TELCHGX2 then goto 

CK_TINTNTX2

ELSEIF TELCHGX3 = 1-999999, DK or RF goto 
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Description Amount1 Amount2 Amount3

(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

TINTNTX3

ELSEIF 3 selected in TELSERV and TELCHGX1 = 1-

999999, DK or RF then goto TCABLEX1

ELSEIF 3 selected in TELSERV and TELCHGX2 = 1-

999999, DK or RF then goto TCABLEX2

ELSEIF 3 selected in TELSERV and TELCHGX3 = 1-

999999, DK or RF then goto TCABLEX3

ELSE goto TELOTH

04A TINTNTX3 How much of the ^TELCHGX3_Fill in (last month) charges were for 

internet access?

 (* Do not include data plans for mobile phones./ )

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

IF TINTNTX3 = 1-5 or gt 60 then goto 

ERR1_TINTNTX3

ELSEIF TINTNTX3 gt TELCHGX3 then goto 

CK_TINTNTX3

ELSEIF 3 selected in TELSERV and TELCHGX1 = 1-

999999, DK or RF then goto TCABLEX1

ELSEIF 3 selected in TELSERV and TELCHGX2 = 1-

999999, DK or RF then goto TCABLEX2

ELSEIF 3 selected in TELSERV and TELCHGX3 = 1-

999999, DK or RF then goto TCABLEX3

ELSE goto TELOTH

04A TCABLEX1 How much of the ^TELCHGX1_Fill in (reference month) charges were for 

cable or satellite television service?

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

IF TCABLEX1 = 1-5 or gt 90 then goto 

ERR1_TCABLEX1

ELSEIF TCABLEX1 gt TELCHGX1 then goto 

CK_TCABLEX1

ELSEIF (TCABLEX1 + TINTNTX1) gt TELCHGX1 then 

goto CK2_TCABLEX1

ELSEIF TELCHGX2 = 1-999999, DK or RF then goto 

TCABLEX2

ELSEIF TELCHGX3 = 1-999999, DK or RF then goto 

TCABLEX3

ELSE goto TELOTH

04A TCABLEX2 How much of the ^TELCHGX2_Fill in (month) charges were for cable or 

satellite television service?

Description Amount1 Amount2 Amount3

(TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

IF TCABLEX2 = 1-5 or gt 90 then goto 

ERR1_TCABLEX2

ELSEIF TCABLEX2 gt TELCHGX2 then goto 

CK_TCABLEX2

ELSEIF TCABLEX2 + TINTNTX2 gt TELCHGX2 then 

goto CK2_TCABLEX2

ELSEIF TELCHGX3 = 1-999999, DK or RF then goto 

TCABLEX3
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Section Variable Name Question Text Skip Instructions

ELSE goto TELOTH

04A TCABLEX3 How much of the ^TELCHGX3_Fill in (last month) charges were for cable 

or satellite television service?

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

1-999999: IF TCABLEX3 lt 5 or gt 90 then goto 

ERR1_TCABLEX3

 ELSEIF TCABLEX3 gt TELCHGX3 then 

goto CK_TCABLEX3

 ELSEIF TCABLEX3 + TINTNTX3 gt 

TELCHGX3 then goto CK2_TCABLEX3

 ELSE goto TELOTH

0,DK,RF: Goto TELOTH

04A TELOTH Did (you/you or any members of your household) receive any other bills 

for telephones, internet, cable TV, or satellite TV not used entirely for 

business purposes?

 Description Amount1 Amount2 Amount3

 (TELCOMP) (TELCHGX1) (TELCHGX2) (TELCHGX3)

1. Yes

2. No

1: IF row number = 20 then goto ERR_MAX

 ELSEIF any 850005.TELCOMP = 1-20 then goto 

PREVCOMP, next row of the table

 ELSE goto TELCOMP, next row of the table

2: IF Answer is changed from a 1 to a 2 then goto 

CK_TELOTH

 ELSE exit block goto TblPhone.S4A_END

04A S4A_END ** Not Displayed ** Exit block and goto Section 4B - BSection04B

04B FONCARD 10

Since the first of (reference month) not including this month, have 

(you/you or any members of your household) purchased any pre-paid 

long distance telephone cards/minutes, not already reported?

 Do not include prepaid cellular minutes

1. Yes

2. No

1: Goto FONCARDX

2,DK,RF: Goto INTAWAY

04B FONCARDX Since the first of (reference month) not including this month -

What was the total amount paid?

1-9999: IF FONCRDX lt 5 or gt 300 then goto 

ERR1_FONCARDX

 ELSEIF RT8100.POPGRP = 11 then goto 

FONSTORE

 ELSE goto INTAWAY
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Section Variable Name Question Text Skip Instructions

DK,RF: Goto INTAWAY

04B FONSTORE Where were the long distance phone cards purchased?

 Enter store, website, or company name

IF uppercase version of the entry = "GROUPON" or 

"GROUPON.COM" then goto ERR_GROUPON

ELSEIF ENTRY contains ".com", ".Com", ".cOm", 

".coM", ".COm", ".CoM", ".cOM", or ".COM", then goto 

INTAWAY

ELSEIF ENTRY = DK or RF then goto INTAWAY

ELSE goto FONPURCH

04B FONPURCH Ask if not apparent

Was this purchased online or in-person?

1. Online

2. In person

3. Other (phone, mail, catalog)

1,3,DK,RF: Goto INTAWAY

2: Goto FONLOC

04B FONLOC Where is (store name) located?

 Enter city and state

Goto INTAWAY

04B INTAWAY Since the first of (reference month) not including this month, have 

(you/you or any members of your household) paid for internet or wireless 

internet access away from home, at places such as cafés, hotels, or 

airplanes? 

 

1. Yes

2. No

1: Goto INTAWYX

2,DK,RF: Goto S4B_END

04B INTAWYX Since the first of (reference month) not including this month -

What was the total amount paid?

1-9999: IF INTAWYX lt 1 or gt 50 then goto 

ERR1_INTAWYX

 ELSE goto S4B_END

DK,RF: Goto S4B_END

04B S4B_END ** Not Displayed ** Exit block and goto Section 4C - S4C_INTRO

04C S4C_INTRO 11 Goto TBLPROPT.Bsection04C.UTC_ITEM
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Section Variable Name Question Text Skip Instructions

Now I am going to ask about utility bills. 

Prop # Property Description Company Name Utility Amount1 Amount2 

Amount3

(WHATPROP) (UTLPDESC) (COMPNAME) UTILY) 

(UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

 

1. Enter 1 to Continue

04C UTC_ITEM 11 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) received any bills for any of the following utilities, fuels, 

or services? Do not include bills for properties used entirely for 

business.

 Read each item on list: 

 

1. Electricity

2. Natural or utility gas

3. Fuel oil

4. Bottled or tank gas

5. Other fuels including wood

6. Piped-in water and sewerage maintenance

7. Garbage and recycling collection

8. Water softening service

9. Septic tank cleaning

99. None/No more entries

888. Delete the line

1-9: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto WHATPROP

99: Goto S4C_END

888: Goto next row of table

04C DESCPR_AX ** SHOW ONLY **

04C WHATPROP Which property was the bill for?

1. ^Prop_display[1]

2. ^Prop_display[2]

3. ^Prop_display[3]

4. ^Prop_display[4]

1-20,40: IF entry greater than the number of owned 

properties or deleted properties are selected. 

(PROPDESC = 888 OR OPB_STAT = 3 from section 3) 

then goto CK_WHATPROP

 ELSEIF UTC_ITEM = 1-3, 6-7 and no data in 

any 850007.COMPNAME [1]-[40] then goto 

COMPNAME
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Section Variable Name Question Text Skip Instructions

5. ^Prop_display[5]

6. ^Prop_display[6]

7. ^Prop_display[7]

8. ^Prop_display[8]

9. ^Prop_display[9]

10. ^Prop_display[10]

11. ^Prop_display[11]

12. ^Prop_display[12]

13. ^Prop_display[13]

14. ^Prop_display[14]

15. ^Prop_display[15]

16. ^Prop_display[16]

17. ^Prop_display[17]

18. ^Prop_display[18]

19. ^Prop_display[19]

20. ^Prop_display[20]

40. ^Prop_display[40]

41. ^Prop_display[41]

42. Rented vacation Property

43. Property not owned or rented by household

 ELSEIF UTC_ITEM = 1-3, 6-7 and any data in 

850007.COMPNAME [1]-[40] then goto LASTCOMP

 ELSEIF BCeintro.BUSCREEN = 2 goto 

UTLCHGX1

 ELSE goto UTILBUSN

41,42,43,DK,RF: Goto UTLPDESC

04C UTLPDESC Briefly describe the property. IF UTC_ITEM = 1-3, 6-7 AND no data in any 

850006.COMPNAME [1]-[40] then goto COMPNAME

ELSEIF UTC_ITEM = 1-3, 6-7 and any data in 

850006.COMPNAME [1]-[40] then goto LASTCOMP

ELSEIF BCeintro.BUSCREEN = 2 goto UTLCHGX1

ELSE goto UTILBUSN

04C LASTCOMP What is the name of the company or government agency which provides 

(Utility description)?

Prop # Property Description Company Name Utility Amount1 Amount2 

Amount3

(WHATPROP)(UTLPDESC) (COMPNAME) (UTILY) 

(UTLCHGX1)(UTLCHGX2)(UTLCHGX3)

1. ^Comp_display[1]

1-20: IF BCeintro.BUSCREEN = 2 goto UTLCHGX1 

ELSE goto UTILBUSN

55: Goto COMPNAME
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Section Variable Name Question Text Skip Instructions

2. ^Comp_display[2]

3. ^Comp_display[3]

4. ^Comp_display[4]

5. ^Comp_display[5]

6. ^Comp_display[6]

7. ^Comp_display[7]

8. ^Comp_display[8]

9. ^Comp_display[9]

10. ^Comp_display[10]

11. ^Comp_display[11]

12. ^Comp_display[12]

13. ^Comp_display[13]

14. ^Comp_display[14]

15. ^Comp_display[15]

16. ^Comp_display[16]

17. ^Comp_display[17]

18. ^Comp_display[18]

19. ^Comp_display[19]

20. ^Comp_display[20]

55. Company name not listed

04C COMPNAME What is the name of the company or government agency which provides 

(Utility description)?

Prop # Property Description Company Name Utility Amount1 Amount2 

Amount3

(WHATPROP) (UTLPDESC) (COMPNAME) (UTILY) 

(UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

IF BCeintro.BUSCREEN = 2 goto UTLCHGX1

ELSE goto UTILBUSN

04C UTILBUSN Will any part of the (Utility Description) charges be deducted as a 

business expense?

Prop # Property Description Company Name Utility Amount1 Amount2 

Amount3

(WHATPROP) (UTLPDESC) (COMPNAME) (UTILY) 

(UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

 

1. Yes

Goto UTLCHGX1
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Section Variable Name Question Text Skip Instructions

2. No

04C UTLCHGX1 How much were you billed for in (reference month)?

Prop # Property Description Company Name Utility Amount1 Amount2 

Amount3

(WHATPROP) (UTLPDESC) (COMPNAME) (UTILY) 

(UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

1-999999: IF (UTILY = 100 and UTLCHGX1 lt 15 or 

UTLCHGX1 gt 500)OR (UTILY = 110 and UTLCHGX1 lt 

8 or UTLCHGX1 gt 500)OR (UTILY = 130 and 

UTLCHGX1 lt 34 or UTLCHGX1 gt 722) OR (UTILY = 

150 and UTLCHGX1 lt 7 or UTLCHGX1 gt 600) OR 

(UTILY = 180 and UTLCHGX1 lt 19 or UTLCHGX1 gt 

700) OR (UTILY = 205 and UTLCHGX1 lt 6 or 

UTLCHGX1 gt 250) OR (UTILY = 210 and UTLCHGX1 

lt 6 or UTLCHGX1 gt 150) OR (UTILY = 270 and 

UTLCHGX1 lt 7 or UTLCHGX1 gt 106) OR (UTILY = 

280 and UTLCHGX1 lt 5 or UTLCHGX1 gt 600) then 

goto ERR1_UTLCHGX1

 ELSE goto UTILCHGX2

0,DK,RF: Goto UTILCHGX2

04C UTLCHGX2 How much were you billed for in (month)?

Prop # Property Description Company Name Utility Amount1 Amount2 

Amount3

(WHATPROP) (UTLPDESC) (COMPNAME) (UTILY) 

(UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

1-999999: IF (UTILY = 100 and UTLCHGX2 lt 15 or 

UTLCHGX2 gt 500) or (UTILY = 110 and UTLCHGX2 lt 

8 or UTLCHGX2 gt 500) or (UTILY = 130 and 

UTLCHGX2 lt 34 or UTLCHGX2 gt 722) or (UTILY = 

150 and UTLCHGX2 lt 7 or UTLCHGX2 gt 600) or 

(UTILY = 180 and UTLCHGX2 lt 19 or UTLCHGX2 gt 

700) or (UTILY = 205 and UTLCHGX2 lt 6 or 

UTLCHGX2 gt 250) or (UTILY = 210 and UTLCHGX2 lt 

6 or UTLCHGX2 gt 150) or (UTILY = 270 and 

UTLCHGX2 lt 7 or UTLCHGX2 gt 106) or (UTILY = 280 

and UTLCHGX2 lt 5 or UTLCHGX2 gt 600) then goto 

ERR1_ UTLCHGX2

 ELSE goto UTILCHGX3

0,DK,RF: Goto UTILCHGX3

04C UTLCHGX3 How much were you billed for in (last month)?

Prop # Property Description Company Name Utility Amount1 Amount2 

Amount3

(WHATPROP) (UTLPDESC) (COMPNAME) (UTILY) 

(UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

1-999999: IF (UTILY = 100 and UTLCHGX3 lt 15 or 

UTLCHGX3 gt 500) or (UTILY = 110 and UTLCHGX3 lt 

8 or UTLCHGX3 gt 500) or (UTILY = 130 and 

UTLCHGX3 lt 34 or UTLCHGX3 gt 722) or (UTILY = 

150 and UTLCHGX3 lt 7 or UTLCHGX3 gt 600) or 

(UTILY = 180 and UTLCHGX3lt 19 or UTLCHGX3 gt 

700) or (UTILY = 205 and UTLCHGX3 lt 6 or 
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Section Variable Name Question Text Skip Instructions

UTLCHGX3 gt 250) or (UTILY = 210 and UTLCHGX3 lt 

6 or UTLCHGX3 gt 150) or (UTILY = 270 and 

UTLCHGX3 lt 7 or UTLCHGX3 gt 106) or (UTILY = 280 

and UTLCHGX3 lt 5 or UTLCHGX3 gt 600) then goto 

ERR1_UTLCHGX3

 ELSEIF UTLCHGX1 = 0 OR UTLCHGX2 = 0 then 

goto BLPERIOD

 ELSE goto UTILCMB_S

0: Goto BLPERIOD

DK,RF: Goto UTILCMB_S

04C BLPERIOD What is your usual billing period for the service? 

 

Prop # Property Description Company Name Utility Amount1 Amount2 

Amount3

(WHATPROP) (UTLPDESC) (COMPNAME) (UTILY) 

(UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

1. Month

2. 2 months

3. Quarter

4. Annual

5. Other

1-4,DK,RF: Goto UTILCMB_S

5: Goto BLPEROTH

04C BLPEROTH Specify:

Prop # Property Description Company Name Utility Amount1 Amount2 

Amount3

(WHATPROP) (UTLPDESC) (COMPNAME) (UTILY) 

(UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

Goto UTILCMB_S

04C UTILCMB_S Enter 'C' for a combined expense C: Goto UTILCMB

EMPTY: Goto MOREBILL

IF anything other than a 'C' or empty is entered then 

 goto CK_C

04C UTILCMB 11 ? [F1] Goto MOREBILL
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Section Variable Name Question Text Skip Instructions

What other utilities, fuels, or services was (Utility Description) combined 

with?

 Enter all that apply, separate with commas.

Prop # Property Description Company Name Utility Amount1 Amount2 

Amount3

(WHATPROP)(UTLPDESC) (COMPNAME) (UTILY) 

(UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

1. Electricity

2. Natural or utility gas

3. Fuel oil

4. Bottled or tank gas

5. Other fuels including wood

6. Piped-in water and sewerage maintenance

7. Garbage and recycling collection

8. Water softening service

9. Septic tank cleaning

77. Misc. combined (unable to specify/DK)

04C MOREBILL Did you receive any other (Utility Description) bills? 

Prop # Property Description Company Name Utility Amount1 Amount2 

Amount3

(WHATPROP) (UTLPDESC) (COMPNAME) (UTILY) 

(UTLCHGX1)(UTLCHGX2) (UTLCHGX3)

1. Yes

2. No

1: IF ROW number = 40 then goto ERR_MAX

 ELSE goto UTC_ITEM, next row in the table

2,DK,RF: IF ROW number = 40 then goto S4C_END

 ELSE goto UTC_ITEM, next row in the table

04C S4C_END ** Non Displayed ** Exit block and goto Section 5 - BSECT5

05 S5_INTRO 12-14

Now I am going to ask about expenses for construction, repairs, 

alterations and maintenance of property.

 Prop. Description Work Desc. 

Goto BBLOCKA.ITEM
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Section Variable Name Question Text Skip Instructions

 (PRP5DESC) (WRKDESC) 

1. Enter 1 to Continue

05 ITEM SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 12 ? [F1]

First, let's talk about the construction or alteration of property you 

(owned/rent/own or rent). (You should not include jobs that have been or 

will be totally reimbursed by someone outside your household such as a 

landlord./ )

Since the first of (reference month), have (you/you or any members of 

your household) had expenses for -

 Read each item on list.

 

SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 13 ? [F1]

Now, let's talk about maintenance and repairs for property you 

(owned/rent/own or rent). (You should not include jobs that have been or 

will be totally reimbursed by someone outside your household such as a 

landlord./ )2

 

 Read each item on list. 

SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 12-13 ? [F1]

Have there been any expenses for any other property, such as property 

that you do not (owned/rent/own or rent),

paid for by (you/you or any members of your household)?

 If Yes -

 Which type of job were those expenses for?

1-19: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto CRMPROPI

95: Goto next row

99: Goto ADVMATER

888: IF no more grid lines then goto ADVMATER

 ELSE goto ITEM - next line of grid
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Section Variable Name Question Text Skip Instructions

1. ^S5a_Fill1

2. ^S5a_Fill2

3. ^S5a_Fill3

4. ^S5a_Fill4

5. ^S5a_Fill5

6. ^S5a_Fill6

7. ^S5a_Fill7

8. ^S5a_Fill8

9. ^S5a_Fill9

10. ^S5a_Fill10

11. ^S5a_Fill11

12. ^S5a_Fill12

13. ^S5a_Fill13

14. ^S5a_Fill14

15. ^S5a_Fill15

16. ^S5a_Fill16

17. ^S5a_Fill17

18. ^S5a_Fill18

19. ^S5a_Fill19

95. Continue List

99. None/No more entries

888. Delete the line

05 PreFill ** SHOW ONLY **

05 CRMPROPI On which property was the work done?

 

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

1. ^tempprop[1]

2. ^tempprop[2]

3. ^tempprop[3]

4. ^tempprop[4]

5. ^tempprop[5]

6. ^tempprop[6]

7. ^tempprop[7]

8. ^tempprop[8]

9. ^tempprop[9]

1-20: IF entry gt total number of properties then 

goto CK_CRMPROPI

 ELSE goto WRKDESC

97: Goto WRKDESC

98,99,DK,RF: Goto PRP5DESC
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Section Variable Name Question Text Skip Instructions

10. ^tempprop[10]

11. ^tempprop[11]

12. ^tempprop[12]

13. ^tempprop[13]

14. ^tempprop[14]

15. ^tempprop[15]

16. ^tempprop[16]

17. ^tempprop[17]

18. ^Property[18]

19. ^Property[19]

20. ^tempprop[20]

97. ^tempprop[21]

98. ^tempprop[22]

99. Property not owned or rented by household

05 PRP5DESC Briefly describe the property.

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

Goto WRKDESC

05 WRKDESC What work was done?

 

 The description should be adequate to classify "alteration", "repair", 

etc., and to identify in next 

 interview.

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

IF ITEM = 1 or 3 then goto S5_INCL

ELSEIF ITEM = 5 then goto S5BCMB_S

ELSEIF ITEM = 2, 4, 6 or 8 then goto TEMPCODE

ELSE goto CRMTYPE

05 CRMTYPE ? [F1]

 Enter the appropriate job classification code.

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

2. Alteration

3. Replacement

4. Maintenance and repair

2: IF ITEM = 9, 12, 14, or 16 then goto S5BCMB_S

 ELSE goto TEMPCODE

3: IF ITEM = 9, 11-12, 16, 18, or 19 then goto 

S5BCMB_S

 ELSE goto TEMPCODE

4: IF ITEM = 10-11, 16, or 18 then goto S5BCMB_S

 ELSE goto TEMPCODE

DK,RF: Goto S5BCMB_S

05 TEMPCODE Enter the appropriate detailed job code. If ITEM = 2 or 4 then goto S5_INCL
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 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

1. ^S5a_Tempcode1

2. ^S5a_Tempcode2

3. ^S5a_Tempcode3

4. ^S5a_Tempcode4

5. ^S5a_Tempcode5

6. ^S5a_Tempcode6

7. ^S5a_Tempcode7

8. ^S5a_Tempcode8

9. ^S5a_Tempcode9

10. ^S5a_Tempcode10

ELSE goto S5BCMB_S

05 S5BCMB_S Enter 'C' for a combined expense C: Goto S5B_COMB

EMPTY: Goto S5_INCL

IF any entry other than a 'C' or the enter key is entered, 

 then goto CK_C

05 S5B_COMB 12-13 ? [F1]

What other work was included in this job?

 Enter all that apply, separate with commas.

5. Landscaping

6. Building outdoor patios

7. Repair outdoor patios

8. Painting/wallpapering

9. Plastering or paneling

10. Plumbing

11. Electrical work

12. Heat or air conditioning

13. Flooring installation/repair/replacement

14. Insulation

15. Roofing, gutters or downspouts

16. Siding

Goto S5_INCL
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17. Install/Repair/Replace windows, etc

18. Masonry, brick or stucco

19. Other improvements or repairs

77. Misc. combined (unable to specify/DK)

05 S5_INCL Since the first of (reference month), did (you/your household) -

 Read each item on list

 Enter all that apply, separate with commas.

1. Pay someone else to do all or part of the work?

2. Purchase any materials, supplies, tools or equipment for doing this job?

3. Rent any tools or equipment for doing this job?

IF 1 selected goto CONTRCTX

ELSEIF 2 selected goto SUPPLYX

ELSE goto TOOLX

05 CONTRCTX Since the first of (reference month), what is the total amount you paid to 

someone else for this job?

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

0-999999: IF (CRMCODEB = 100 and CONTRCTX gt 

109445) OR (CRMCODEB = 110-150 and CONTRCTX 

gt 28000) OR (CRMCODEB = 160-300 and 

CONTRCTX gt 8000) then goto ERR1_CONTRCTX

 ELSE goto CONT_MO

DK,RF: Goto CONT_MO

05 CONT_MO In what month or months did you pay someone else for this job?

 Enter all that apply, separate with commas.

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

REF_MONTH - CUR_MONTH: IF CONT_MO not in 

reference period then goto ERR3_CONT_MO ELSEIF 

ITEM = 1-4, 10-12, or 19 then goto MAJ_APPL

 ELSEIF 2 selected in S5_INCL 

then goto SUPPLYX

 ELSEIF 3 selected in S5_INCL 

then goto TOOLRTX

 ELSE goto REIMBRS

DK, RF: IF ITEM = 1-4, 10-12, or 19 then 

goto MAJ_APPL

 ELSEIF 2 selected in S5_INCL then 

goto SUPPLYX

 ELSEIF 3 selected in S5_INCL then 

goto TOOLRTX

 ELSE goto REIMBRS

05 MAJ_APPL 14 ? [F1]

Did any of the cost since (reference month) include the cost of any 

1: Goto APP_SCR

2,DK,RF: IF 2 selected in S5_INCL then goto 
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Section Variable Name Question Text Skip Instructions

appliances or equipment?

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

1. Yes

2. No

SUPPLYX

 ELSEIF 3 selected in S5_INCL then goto 

TOOLRTX

 ELSE goto REIMBRS

05 APP_SCR 14 ? [F1]

Which of the following appliances or equipment were included?

 Enter up to six, separate with commas.

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC)

1. Cooking stove, range, or oven

2. Microwave oven

3. Refrigerator or home freezer

4. Built-in dishwasher

5. Portable dishwasher

6. Garbage disposal

7. Clothes washer or dryer

8. Range hood

9. Smoke alarms and detectors

10. Window air conditioner

11. Portable cooling and heating equipment

12. Lamps, lighting fixtures, or ceiling fans

13. Other major home appliances and equipment

1-13; Goto APPL_X

DK: IF 2 selected in S5_INCL then goto SUPPLYX

 ELSEIF 3 selected in S5_INCL then goto 

TOOLRTX

 ELSE goto REIMBRS

05 APPL_X What was the total cost for (description)?

 Prop Description Work Desc

 (WRKDESC) (PRP5DESC)

1-999999: IF lt 5 or gt 4000 then goto 

ERR1_APPLX

 ELSEIF 2 is selected in S5_INCL then goto 

SUPPLYX

 ELSEIF 3 is selected in S5_INCL then goto 

TOOLRTX

 ELSE goto REIMBRS

DK,RF: IF 2 is selected in S5_INCL then goto 
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Section Variable Name Question Text Skip Instructions

SUPPLYX

 ELSEIF 3 is selected in S5_INCL then goto 

TOOLRTX

 ELSE goto REIMBRS

05 SUPPLYX Since the first of (reference month), what was the total cost of all 

materials, supplies, tools, or equipment (you/your household) purchased 

for this job?

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

0-999999: IF (CRMCODEB = 100 and SUPPLYX gt 

7000) OR (CRMCODEB = 110-150 and SUPPLYX gt 

2500) OR (CRMCODEB = 160-300 and SUPPLYX gt 

1000) then goto ERR1_SUPPLYX

 

 ELSE goto SUPPLYMO

DK,RF: Goto SUPPLYMO

05 SUPPLYMO In what month or months did you make these purchases?

 Enter all that apply, separate with commas.

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

REF_MONTH - CUR_MONTH: IF SUPPLYMO not in 

reference period then goto ERR3_SUPPLYMO

 ELSEIF 3 selected in 

BSECT5.BBLOCKA.BROW.S5_INCL then goto 

TOOLRTX

 ELSE goto REIMBRS

DK, RF: IF 3 selected in 

BSECT5.BBLOCKA.BROW.S5_INCL then goto 

TOOLRTX

 ELSE goto REIMBRS

05 TOOLRTX Since the first of (reference month), what was the total cost for all tools or 

equipment (you/your household) rented for this job?

 Prop Description Work Desc

 (WRKDESC) (PRP5DESC) 

0-999999: IF TOOLRTX gt 518 then goto 

ERR1_TOOLRTX

 ELSE goto TOOL_MO

DK,RF: Goto TOOL_MO

05 TOOL_MO In what month or months did you rent these items?

 Enter all that apply, separate with commas.

1. January

REF_MONTH - CUR_MONTH: IF TOOL_MO not in 

reference period then goto ERR3_TOOL_MO

 ELSE goto REIMBRS

DK, RF: Goto REIMBRS
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2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

05 REIMBRS Was or will any of the total cost of this job be reimbursed or paid by 

someone outside of your household? 

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

1. Yes

2. No

1: Goto REIMBRSZ

2,DK,RF: IF BCeintro.BUSCREEN = 2 then goto 

MORE

 ELSE goto CRMBSNSD

05 REIMBRSZ What percent of the total cost was or will be reimbursed or paid by 

someone outside of your household?

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

1-99,DK,RF: IF BCeintro.BUSCREEN = 2 then goto 

MORE

 ELSE goto CRMBSNSD

100: Goto ERR2_REIMBRSZ

05 CRMBSNSD Were or will any of these expenses for this job be deducted as a business 

expense?

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

1. Yes

2. No

1: Goto CRMBSNSZ

2,DK,RF: Goto BSECT5.BBLOCKA.BROW.MORE

05 CRMBSNSZ What percent was or will be deducted?

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

1-99,DK,RF: Exit block and goto MORE

100: Goto ERR2_CRMBSNSZ

05 MORE Did you have any other expenses for ^S5_desc? 1: IF ROW number = 12 then goto ERR_MAX

 ELSE goto ITEM, next row
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Section Variable Name Question Text Skip Instructions

 Prop Description Work Desc 

 (WRKDESC) (PRP5DESC) 

 

1. Yes

2. No

2,DK,RF: Goto ITEM, next row

05 ADVMATER 12-13

Since the first of (reference month), excluding this month, have (you/you 

or any members of your household) purchased

any materials or supplies for JOBS NOT YET STARTED? 

1. Yes

2. No

1: Goto ADVDESC

2,DK,RF: Goto MATNSPEC

05 ADVDESC What kind of job will the materials be used for?

 Enter a brief description.

Goto JOBCODE

05 JOBCODE 12-13 ? [F1]

 Select a job type below.

1. Homes under construction

2. Building an addition

3. Finishing a basement

4. Remodeling

5. Landscaping

6. Build outdoor patios

7. Repair outdoor patios

8. Painting/wallpapering

9. Plastering or paneling

10. Plumbing

11. Electrical work

12. Heat or air conditioning

13. Flooring installation/repair/replacement

14. Insulation

15. Roofing, gutters or downspouts

16. Siding

17. Install/Repair/Replace windows, etc

Goto ADVMATX
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18. Masonry, brick or stucco

19. Other improvements or repairs

05 ADVMATX What was the total cost of these materials and supplies? 1-999999: IF lt 8 or gt 3865 then goto 

ERR1_ADVMATX

 ELSE goto S5ACMB_S

DK,RF: Goto S5ACMB_S

05 S5ACMB_S Enter 'C' for a combined expense C: Goto S5A_COMB

Empty: Goto MATNSPEC

IF anything other than "C" or blank is entered then goto 

CK_C

05 S5A_COMB 12-13 ? [F1]

What other work will be included in this job?

 Enter all that apply, separate with commas.

5. Landscaping

6. Building outdoor patios

7. Repair outdoor patios

8. Painting/wallpapering

9. Plastering or paneling

10. Plumbing

11. Electrical work

12. Heat or air conditioning

13. Flooring installation/repair/replacement

14. Insulation

15. Roofing, gutters or downspouts

16. Siding

17. Install/Repair/Replace windows, etc

18. Masonry, brick or stucco

19. Other improvements or repairs

77. Misc. combined (unable to specify/DK)

Goto MATNSPEC

05 MATNSPEC Since the first of (reference month), excluding this month, have (you/you 

or any members of your household) purchased

1: Goto MATNSPCX
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any materials or supplies NOT FOR ANY SPECIFIC JOB? 

1. Yes

2. No

2,DK,RF: Goto S5_END

05 MATNSPCX What was the total cost? 1-999999: IF lt 5 or gt 600 then goto 

ERR1_MATNSPCX

 ELSE goto S5_END

DK,RF: Goto S5_END

06A INTROA 15

Now I am going to ask about the purchase or rental of major household 

appliances. 

Please include any shipping and handling charges with the cost of any 

item that was shipped.

 Description Type Month Amount 

 (MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/

 Rented) MAJRENTX)

1. Enter 1 to Continue

Goto BTABLEA.BROW.ITEM

06A ITEM 15 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household)

purchased or rented any of the following items for your household

or for someone outside of your household?

 Read each item on list. 

 

 

1. Microwave oven

2. Cooking stove, range or oven

3. Range hood

4. Refrigerator or home freezer

5. Built-in dishwasher

6. Portable dishwasher

1-8: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

99: Goto S6A_END

888: IF no more grid lines then goto S6A_END

 ELSE goto ITEM - next line of grid
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Section Variable Name Question Text Skip Instructions

7. Garbage disposal

8. Clothes washer or dryer

99. None/No more entries

888. Delete the line

06A PreFill ** SHOW ONLY **

06A DESCRIPTION What did you purchase(or rent/ )? 

 

 Enter brief description of the item

 Description Type Month Amount 

 (MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/

 Rented) MAJRENTX

Goto WHO

06A WHO Was this item -

 Description Type Month Amount 

 (MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/

 Rented) MAJRENTX

1. Purchased for someone inside the household?

2. ^S6ARENT

3. Purchased for someone outside your household?

1,3,DK,RF: Goto MONTH

2: Goto AMOUNT

06A MONTH When did you purchase it?

 Description Type Month Amount 

 (MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/

 Rented) MAJRENTX

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

REF_MONTH - CUR_MONTH: IF entry is not in the 

reference period then goto ERR3_MONTH

 ELSE goto AMOUNT

DK,RF: Goto AMOUNT
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12. December

06A AMOUNT (What was the total rental expense since the first of (reference month) not 

including (current month

 Description Type Month Amount 

 (MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/

 Rented) MAJRENTX

1-999999: IF WHO = 1, 3, DK or RF) AND 

[(MAJAPPLY = 100 and AMOUNT lt 27 or gt 1915) OR 

(MAJAPPLY = 120 and AMOUNT lt 20 or gt 473) OR 

(MAJAPPLY = 140 and AMOUNT lt 40 or gt 1822) OR 

(MAJAPPLY = 160 and AMOUNT lt 81 or gt 1000) OR 

(MAJAPPLY = 170 and AMOUNT lt 10 or gt 530) OR 

(MAJAPPLY = 180 and AMOUNT lt 35 or gt 450) OR 

(MAJAPPLY = 195 and AMOUNT lt 41 or gt 1184) OR 

(MAJAPPLY = 210 and AMOUNT lt 10 or gt 600)] 

then goto ERR1_AMOUNT

 ELSEIF (WHO = 2) AND (AMOUNT lt 5 or gt 

362) then goto ERR1_AMOUNT

 ELSEIF MAJAPPLY and the entry in 

AMOUNT for this record are equal to any records data 

on the pre-chart/input then goto ERR_DUP

 ELSE goto TAX

DK,RF: Goto INSTALL

06A TAX Did this include sales tax?

 Description Type Month Amount 

 (MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/

 Rented) MAJRENTX

1. Yes

2. No

Goto INSTALL

06A INSTALL Were there any extra charges for installation or delivery?

 Include charges for disposal of old appliances.

 Description Type Month Amount 

 (MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/

 Rented) MAJRENTX 

1. Yes

2. No

1: Goto INST

2,DK,RF: Goto C

06A INST How much? 1-999999: IF (MAJAPPLY = 100 and INST gt 800) 
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 Description Type Month Amount 

 (MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/

 Rented) MAJRENTX

OR (MAJAPPLY = 120 and INST gt 250) OR 

(MAJAPPLY = 140 and INST gt 275) OR (MAJAPPLY = 

160 and INST gt 200) OR (MAJAPPLY = 170 and INST 

gt 50) OR (MAJAPPLY = 180 and INST gt 400) OR 

(MAJAPPLY = 195 and INST gt 50) OR (MAJAPPLY = 

210 and INST gt 50) THEN goto ERR1_INST

 ELSE goto C

DK,RF: Goto C

06A C Enter 'C' for a combined expense. C: Goto COMBCODE

empty: Goto MORE

IF anything other than a 'C' or the Enter key is entered 

then goto CK_C

06A COMBCODE 15 ? [F1]

What other appliances is the (Appliance description) combined with?

 Enter all that apply, separate with commas

1. Microwave oven

2. Cooking stove, range or oven

3. Range hood

4. Refrigerator or home freezer

5. Built-in dishwasher

6. Portable dishwasher

7. Garbage disposal

8. Clothes washer or dryer

77. Misc. combined (unable to specify/DK)

Goto MORE

06A MORE Did you purchase(or rent/ ) any other (Appliance Description)?

 Description Type Month Amount 

 (MAJTYPE) (Purchased/ (MAJ_MO) (MAJPURX/

 Rented) MAJRENTX 

1. Yes

1: IF ROW number = 7 then goto ERR_MAX

 ELSE goto ITEM, next row of grid

2,DK,RF: IF Row number = 7 then goto S6A_END

 ELSE goto ITEM, next row of grid
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Section Variable Name Question Text Skip Instructions

2. No

06B S6A_END ** Non Displayed ** Goto Section 6B - S6B_INTRO

06B INTROB 16 - 21

Now I am going to ask about expenses for the purchase or rental of 

household appliances and other selected items. Please include any 

shipping and handling charges with the cost of any item that was 

shipped.

Description Type Month Amount 

MINTYPE) (Purchased/ (MIN_MO) (MINPURX/

 Rented) MINRENTX)

1. Enter 1 to Continue

Goto BTableB.BROW.ITEM

06B ITEM

SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

16 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) purchased or rented any of the following items?

 Read each item on list

SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 17 ? [F1]

Have (you/you or any members of your household) purchased or rented 

any --

 Read each item on list

SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 18 ? [F1]

1-37: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

95: Goto ITEM - next line of grid

99: Goto S6B_END

888: IF no more grid lines then goto S6B_END

 ELSE goto ITEM - next line of grid
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Section Variable Name Question Text Skip Instructions

Have (you/you or any members of your household) purchased or rented 

any --

 Read each item on list 

SCREEN 4 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

19 ? [F1]

Have (you/you or any members of your household) purchased or rented 

any --

 Read each item on list 

Screen 5----------------------------------------------------------------------------------------

20 ? [F1]

Have (you/you or any members of your household) purchased or rented 

any --

 Read each item on list 

 

Screen 6----------------------------------------------------------------------------------------

21 ? [F1]

Have (you/you or any members of your household) purchased any --

1. Small electrical kitchen appliances

2. Electrical personal care appliances

3. Electric floor cleaning equipment

4. Other household appliances

5. Sewing machines

6. GPS devices, calculators, and fax machines

7. Digital book readers or tablets

8. Computers, computer systems, or related hardware

9. Computer software including computer games^FOR_NON_BUS
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10. Computer accessories

11. Portable memory such as flash drives, memory cards, and recordable discs 

and tapes

12. Video game hardware or accessories

13. Telephones or accessories

14. Photographic equipment

15. Musical instruments, supplies, or accessories

16. Lawn mowing machinery, or other yard equipment

17. Power Tools

18. Non-power tools

19. Window air conditioners

20. Portable cooling or heating equipment

21. Televisions, all types including those installed in vehicles

22. DVD Players, VCRs, DVRs, or video cameras

23. Satellite dishes, receivers or accessories

24. Handheld personal music players

25. Stereos, radios, speakers, and sound components, including those installed 

in vehicles

26. Other sound or video equipment, including accessories

27. General sports equipment (exclude athletic shoes for sports related use, 

such as football, baseball, soccer or bowling)

28. Health and exercise equipment

29. Camping equipment

30. Hunting and fishing equipment, including all guns

31. Winter sports equipment

32. Water sports equipment

33. Outboard motors

34. Bicycles or bicycle equipment

35. Tricycles or battery powered riders

36. Playground equipment

37. Other sports or recreation equipment

06B PreFill ** SHOW ONLY **

06B DESCRIPTION What did you purchase(or rent/ )?

 Enter a brief description of item.

 (* Report items such as flash drives, memory cards, recordable discs, 

and tapes as code 13, Portable memory cards, recordable discs, and tapes as 

Goto WHO
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cod

 Description Type Month Amount 

 (MINTYPE) (Purchased/ (MIN_MO) (MINPURX/

 Rented) MINRENTX)

06B WHO Was this item ...

 

1. Purchased for someone inside the household?

2. ^S6BRENT

3. Purchased for someone outside your household?

1,3,DK,RF: Goto MONTH

2: Goto AMOUNT

06B MONTH When did you purchase it?

 Description Type Month Amount 

 (MINTYPE) (Purchased/ (MIN_MO) (MINPURX/

 Rented) MINRENTX)

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

REF_MONTH - CUR_MONTH: IF MONTH not in 

reference period then goto ERR3_MONTH

 ELSE goto AMOUNT

DK,RF: Goto AMOUNT

06B AMOUNT (What was the total rental expense since the first of (reference month) not 

including (current month)?/What did it cost?) 

 Description Type Month Amount 

 MINTYPE) (Purchased/ (MIN_MO) (MINPURX/

 Rented) MINRENTX 

1-999999: IF (WHO = 1, 3, DK or RF) AND ( 

(MINAPPLY = 230 and AMOUNT lt 6 or gt 200) OR 

(MINAPPLY = 240 and AMOUNT lt 5 or gt 125) OR 

(MINAPPLY = 260 and AMOUNT lt 15 or gt 600) OR 

(MINAPPLY = 270 and AMOUNT lt 6 or gt 896) OR 

(MINAPPLY = 280 and AMOUNT lt 8 or gt 4000) OR 

(MINAPPLY = 300 and AMOUNT lt 6 or gt 1068) OR 

(MINAPPLY = 310 and AMOUNT lt 5 or gt 2500) OR 

(MINAPPLY = 320 and AMOUNT lt 11 or gt 700) OR 
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(MINAPPLY = 330 and AMOUNT lt 5 or gt 250) OR 

(MINAPPLY = 340 and AMOUNT lt 15 or gt 940) OR 

(MINAPPLY = 350 and AMOUNT lt 5 or gt 400) OR 

(MINAPPLY = 365 and AMOUNT lt 10 or gt 4200) OR 

(MINAPPLY = 390 and AMOUNT lt 25 or gt 886) OR 

(MINAPPLY = 395 and AMOUNT lt 25 or gt 650) OR 

(MINAPPLY = 425 and AMOUNT lt 5 or gt 1590) OR 

(MINAPPLY = 440 and AMOUNT lt 5 or gt 749) OR 

(MINAPPLY = 460 and AMOUNT lt 5 or gt 950) OR 

(MINAPPLY = 470 and AMOUNT lt 5 or gt 441) OR 

(MINAPPLY = 480 and AMOUNT lt 5 or gt 1850) OR 

(MINAPPLY = 490 and AMOUNT lt 5 or gt 336) OR 

(MINAPPLY = 500 and AMOUNT lt 5 or gt 646) OR 

(MINAPPLY = 510 and AMOUNT lt 10 or gt 1150) OR 

(MINAPPLY = 520 and AMOUNT lt 5 or gt 1870) OR 

(MINAPPLY = 530 and AMOUNT lt 40 or gt 8480) OR 

(MINAPPLY = 540 and AMOUNT lt 5 or gt 924) OR 

(MINAPPLY = 550 and AMOUNT lt 10 or gt 700) OR 

(MINAPPLY = 560 and AMOUNT lt 6 or gt 1200) OR 

(MINAPPLY = 570 and AMOUNT lt 5 or gt 1000) OR 

(MINAPPLY = 620 and AMOUNT lt 5 or gt 705) OR 

(MINAPPLY = 640 and AMOUNT lt 12 or gt 2500) OR 

(MINAPPLY = 650 and AMOUNT lt 6 or gt 403) OR 

(MINAPPLY = 660 and AMOUNT lt 3 or gt 300) OR 

(MINAPPLY = 670 and AMOUNT lt 25 or gt 2800) OR 

(MINAPPLY = 700 and AMOUNT lt 8 or gt 450) OR 

(MINAPPLY = 750 and AMOUNT lt 5 or gt 200) OR 

(MINAPPLY = 655 and AMOUNT lt 6 or gt 800) OR 

(MINAPPLY = 645 and AMOUNT lt 6 or gt 403)) then 

goto ERR1_AMOUNT

 ELSEIF (WHO = 2) AND AMOUNT lt 8 or gt 

390, then goto ERR1_AMOUNT

 ELSEIF MINAPPLY and the entry in 

AMOUNT are equal to any records data on the prechart/input then goto ERR_DUP

 ELSE goto TAX

DK,RF: Goto C
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Section Variable Name Question Text Skip Instructions

06B TAX Did this include sales tax?

 Description Type Month Amount 

 (MINTYPE) (Purchased/ (MIN_MO) (MINPURX/

 Rented) MINRENTX)

 

1. Yes

2. No

Goto C

06B C Enter 'C' for a combined expense. C: Goto COMBCODE

empty: IF ITEM = 8, 21, 23, 25, or 26 then goto 

INSTLSCR

 ELSEIF (WHO = 1 or 3) AND [ 

(RT8100.POPGRP = 01 AND (ITEM = 12, 17, 18, 27-

37)) or (RT8100.POPGRP = 05 and (ITEM = 22 or 24)) ] 

then goto APBSTORE

 ELSE goto MORE

If anything other than a 'C' or the Enter key is entered 

then goto CK_C

06B COMBCODE 16-21 ?[F1]

What other item is the (Item description) combined with?

 Enter all that apply, separate with commas.

1. Small electrical kitchen appliances

2. Electrical personal care appliances

3. Electric floor cleaning equipment

4. Other household appliances

5. Sewing machines

6. GPS devices, calculators, and fax machines

7. Digital book readers or tablets

8. Computers, computer systems, or related hardware

9. Computer software including computer games^FOR_NON_BUS

IF ITEM = 8, 21, 23, 25, 26 then goto INSTLSCR

ELSEIF (WHO = 1 or 3) AND [ (RT8100.POPGRP = 01 

AND (ITEM = 12, 17, 18, 27-37)) or (RT8100.POPGRP 

= 05 and (ITEM = 22 or 24)) ] then goto APBSTORE

ELSE goto MORE
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Section Variable Name Question Text Skip Instructions

10. Computer accessories

11. Portable memory such as flash drives, memory cards, and recordable discs 

and tapes

12. Video game hardware or accessories

13. Telephones or accessories

14. Photographic equipment

15. Musical instruments, supplies, or accessories

16. Lawn mowing machinery, or other yard equipment

17. Power Tools

18. Non-power tools

19. Window air conditioners

20. Portable cooling or heating equipment

21. Televisions, all types including those installed in vehicles

22. DVD Players, VCRs, DVRs, or video cameras

23. Satellite dishes, receivers or accessories

24. Handheld personal music players

25. Stereos, radios, speakers, and sound components, including those installed 

in vehicles

26. Other sound or video equipment, including accessories

27. General sports equipment (exclude athletic shoes for sports related use, 

such as football, baseball, soccer or bowling)

28. Health and exercise equipment

29. Camping equipment

30. Hunting and fishing equipment, including all guns

31. Winter sports equipment

32. Water sports equipment

33. Outboard motors

34. Bicycles or bicycle equipment

35. Tricycles or battery powered riders

36. Playground equipment

37. Other sports or recreation equipment

77. Misc. combined (unable to specify/DK)

06B INSTLSCR Were there any additional charges for installation or set-up?

 Description Type Month Amount

 (MINTYPE) (Purchased/ (MIN_MO) (MINPURX/

 Rented) MINRENTX)

1. Yes

1: Goto INSTLLEX

2,DK,RF: IF (WHO = 1 or 3) AND (RT8100.POPGRP 

= 05 and (ITEM = 21, 23, 25, or 26)) then goto 

APBSTORE

 ELSE goto MORE
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Section Variable Name Question Text Skip Instructions

2. No

06B INSTLLEX How much?

 Description Type Month Amount 

 (MINTYPE) (Purchased/ (MIN_MO) (MINPURX/

 Rented) MINRENTX)

1-99999: IF INSTLLEX lt 40 or gt 1000 then goto 

ERR1_INSTLLEX

 ELSEIF (WHO = 1 or 3) AND 

(RT8100.POPGRP = 05 and (ITEM = 21, 23, 25, or 26)) 

then goto APBSTORE

 ELSE goto MORE

DK,RF: IF (WHO = 1 or 3) AND (RT8100.POPGRP = 

05 and (ITEM = 21, 23, 25, or 26)) then goto 

APBSTORE

 ELSE goto MORE

06B APBSTORE Where was the (Item description) purchased?

 Enter store, website, or company name

IF uppercase version of the entry = "GROUPON" or 

"GROUPON.COM" then goto ERR_GROUPON

ELSEIF ENTRY contains ".com", ".Com", ".cOm", 

".coM", ".COm", ".CoM", ".cOM", or ".COM", then goto 

MORE

ELSEIF ENTRY = DK or RF then goto MORE

ELSE goto APBPURCH

06B APBPURCH Ask if not apparent

Was this purchased online or in-person?

1. Online

2. In person

3. Other (phone, mail, catalog)

1,3,DK,RF: Goto MORE

2: Goto APBLOC

06B APBLOC Where is (Store) located?

 Enter city and state

Goto MORE

06B MORE Did you purchase(or rent/ ) any other (description)?

 Description Type Month Amount 

 (MINTYPE) (Purchased/ (MIN_MO) (MINPURX/

 Rented) MINRENTX)

1: IF Row number = 34 then goto ERR_MAX

 ELSE goto ITEM, next line on the grid

2,DK,RF: IF row number = 34 then goto S6B_END

 ELSE goto ITEM, next line on the grid
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Section Variable Name Question Text Skip Instructions

1. Yes

2. No

06B S6B_END ** Non Displayed ** Goto Section 7A - BSECT7

07 S7_INTRO 22

Now I will ask about expenditures for household item maintenance or 

repairs and service contracts.

 Description Month Amount 

 (RPRDESC) (SRVCMOB) (REPAIRX)

1. Enter 1 to Continue

Goto BTable.Brow.ITEM

07 ITEM 22 ? [F1]

Since the first of (reference month), did (you/you or any members of your 

household) have any expenses for service contracts, maintenance, or 

repairs for any of the following items?

 Read each item on list

 

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

2. Other household appliances, such as washer, refrigerator, or range/oven

3. Television, radio, video, or sound equipment, including those installed in 

autos or other vehicles

4. Computers, computer systems, or related equipment for non-business use

5. Lawn or garden equipment

6. Musical instruments or accessories

7. Hand or power tools

8. Photographic equipment

9. Sport or recreational equipment

10. Termite or pest control

11. Heating or air conditioning service contracts

99. None/No more entries

888. Delete the line

1-11: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

95: Goto next row

99: Goto S7_END

888: IF ROW number = 13 then goto S7_END

 ELSE goto ITEM - next line of grid

07 PreFill ** SHOW ONLY **
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Section Variable Name Question Text Skip Instructions

07 DESCRIPTION What did the service contract(or repair/ ) cover?

 Description Month Amount 

 (RPRDESC) (SRVCMOB) (REPAIRX)

Goto MONTH

07 MONTH In what month was the expense?

 Description Month Amount 

 (RPRDESC) (SRVCMOB) (REPAIRX)

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

REF_MONTH-CUR_MONTH: IF entry is not in the 

reference period then goto ERR3_MONTH

 ELSE goto AMOUNT

DK,RF: Goto AMOUNT

07 AMOUNT What was the total cost?

 Description Month Amount 

 (RPRDESC) (SRVCMOB) (REPAIRX)

1-999999: IF (APPRPRYB = 100 and AMOUNT lt 7 

or gt 285) OR (APPRPRYB = 110 and AMOUNT lt 5 or 

gt 324) OR (APPRPRYB = 120 and AMOUNT lt 5 or gt 

478) OR (APPRPRYB = 130 and AMOUNT lt 5 or gt 

400) OR (APPRPRYB = 140 and AMOUNT lt 5 or gt 

600) OR (APPRPRYB = 150 and AMOUNT lt 5 or gt 

550) OR (APPRPRYB = 160 and AMOUNT lt 20 or gt 

398) OR (APPRPRYB = 170 and AMOUNT lt 5 or gt 

1332) OR (APPRPRYB = 190 and AMOUNT lt 16 or gt 

742) OR (APPRPRYB = 200 and AMOUNT lt 8 or gt 

900) OR (APPRPRYB = 220 and AMOUNT lt 11 or gt 

413) then goto ERR1_AMOUNT

 ELSEIF APPRPRYB and the entry in 

AMOUNT for this record are equal to any records data 

in the prechart/input then goto ERR_DUP

 ELSE goto REPAIRTX
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Section Variable Name Question Text Skip Instructions

DK,RF: Goto C

07 REPAIRTX Did this include sales tax?

 Description Month Amount 

 (RPRDESC) (SRVCMOB) (REPAIRX)

1. Yes

2. No

Goto C

07 C Enter 'C' for a combined expense. C: Goto COMBCODE

Empty: IF (ITEM = 1 or 2) AND RT8100.POPGRP = 

01 then goto EQBSTORE

 ELSE goto MORE

IF anything other than a 'C' or the Enter key is entered, 

goto CK_C

07 COMBCODE 22 ? [F1]

What other service contracts, maintenance, or repairs was (Description) 

combined with?

 Enter all that apply, separate with commas

 Description Month Amount 

 (RPRDESC) (SRVCMOB) (REPAIRX)

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

2. Other household appliances, such as washer, refrigerator, or range/oven

3. Television, radio, video, or sound equipment, including those installed in 

autos or other vehicles

4. Computers, computer systems, or related equipment for non-business use

5. Lawn or garden equipment

6. Musical instruments or accessories

7. Hand or power tools

8. Photographic equipment

9. Sport or recreational equipment

10. Termite or pest control

11. Heating or air conditioning service contracts

IF (ITEM = 1 or 2) AND RT8100.POPGRP = 01 then 

goto EQBSTORE

ELSE goto MORE
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Section Variable Name Question Text Skip Instructions

77. Misc. Combined (unable to specify/DK)

07 EQBSTORE What is the name of the business that provided the service contract, 

maintenance, or repair?

 Enter store, website, or company name

IF uppercase version of the entry = "GROUPON" or 

"GROUPON.COM" then goto ERR_GROUPON

ELSEIF ENTRY contains ".com", ".Com", ".cOm", 

".coM", ".COm", ".CoM", ".cOM", or ".COM", then goto 

MORE

ELSEIF ENTRY = DK or RF then goto MORE

ELSE goto EQBPURCH

07 EQBPURCH Ask if not apparent

Was this purchased online or in-person?

1. Online

2. In person

3. Other (phone, mail, catalog)

1,3,DK,RF: Goto MORE

2: Goto EQBLOC

07 EQBLOC Where is (Store) located?

 Enter city and state

Goto MORE

07 MORE Did you pay for any other (service contracts, maintenance, or 

repairs/service contracts) for (Description)?

 Description Month Amount 

 (RPRDESC) (SRVCMOB) (REPAIRX)

1. Yes

2. No

1: IF ROW number = 13 then goto ERR_MAX

 ELSE goto ITEM, next line on grid

 

2,DK,RF: IF ROW number = 13 then goto S7_END

 ELSE goto ITEM, next line on grid

07 S7_END ** Non Displayed ** Exit block and goto Section 8A - BSECT08

08A INTROA 23-26 

Now I am going to ask about expenses for home furnishings and related 

household items.

Please include any shipping and handling charges with the cost of any 

item that was shipped.

Goto BSect08L1.BTableA.Brow.ITEM
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

 Item Month Amount 

 (FURNDESC) (FURNMO) (FURNPURX)

 

1. Enter 1 to Continue

08A ITEM SCREEN 1 -----------------------------------------------------------------------------

23 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) purchased for (you/your household) or for someone 

outside of your household any --

 

 Read each item on list

 

SCREEN 2 ------------------------------------------------------------------------------

24 ? [F1]

 

Have (you/you or any members of your household) purchased any --

 Read each item on list

SCREEN 3 -------------------------------------------------------------------------------

25 ?[F1]

Have (you/you or any members of your household) purchased any --

 Read each item on list

SCREEN 4 -------------------------------------------------------------------------------

26 ? [F1]

Have (you/you or any members of your household) purchased any --

1-28: IF ITEM ne Item2Shadow then goto CK_ITEM

 Goto DESCRIPTION

95: Goto next row

99: Goto S8A_END

888: IF ROW number = 34 then goto S8A_END

 ELSE goto ITEM - next line of grid
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Section Variable Name Question Text Skip Instructions

 Read each item on list

 

1. Sofas?

2. Living room chairs?

3. Living room tables?

4. Ping-pong, pool tables or other similar recreation room items?

5. Other living room, family, or recreation room furniture including desks, wall 

units, and shelving?

6. Living room furniture combinations?

7. Dining room or kitchen furniture?

8. Mattresses or box springs?

9. Bedroom furniture other than mattresses or box springs?

10. Infants furniture?

11. Infants equipment

12. Patio, porch, or outdoor furniture 

13. Barbeque grills or outdoor decorative items

14. Office furniture for home use 

15. Lamps, lighting fixtures, or ceiling fans

16. Other household decorative items

17. Closet and storage items

18. Travel items including luggage

19. Stainless, silver or other flatware 

20. Non-electric cookware

21. Dishes, glasses, or serving pieces

22. Bedroom linens

23. Bathroom linens

24. Kitchen, dining room, or other linens 

25. Slipcovers, decorative pillows or cushions

26. Rugs or other non-permanent floor coverings, including carpet squares

27. Curtains or drapes

28. Blinds, shades or other window coverings

08A PreFill ** SHOW ONLY **

08A DESCRIPTION What did you purchase?

 Item Month Amount 

 (FURNDESC)(FURNMO) (FURNPURX)

Goto MONTH
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Section Variable Name Question Text Skip Instructions

08A MONTH In what month did you purchase it?

 Item Month Amount 

 (FURNDESC)(FURNMO) (FURNPURX)

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

REF_MONTH - CUR_MONTH: IF entry is not in 

reference period then goto ERR3_MONTH

 ELSE goto WHO

DK,RF: Goto WHO

08A WHO Was this purchased for your household or for someone outside of your 

household?

 Item Month Amount

 (FURNDESC) (FURNMO) (FURNPURX)

1. For use by household

2. For someone outside the household

Goto AMOUNT

08A AMOUNT What was the purchase price?

 Item Month Amount 

 (FURNDESC)(FURNMO) (FURNPURX)

1-999999: IF (FURNPURY = 100 and AMOUNT lt 21 

or gt 3000) OR (FURNPURY = 101 and AMOUNT lt 10 

or gt 1939) OR (FURNPURY = 102 and AMOUNT lt 5 

or gt 1500) OR (FURNPURY = 104 and AMOUNT lt 21 

or gt 3500) OR (FURNPURY = 107 and AMOUNT lt 11 

or gt 2400) OR (FURNPURY = 106 and AMOUNT lt 73 

or gt 7000) OR (FURNPURY = 110 and AMOUNT lt 15 

or gt 4309) OR (FURNPURY = 120 and AMOUNT lt 25 

or gt 1679) OR (FURNPURY = 121 and AMOUNT lt 10 

or gt 3500) OR (FURNPURY = 130 and AMOUNT lt 10 

or gt 1065) OR (FURNPURY = 131 and AMOUNT lt 7 

or gt 500) OR (FURNPURY = 140 and AMOUNT lt 5 or 

gt 900) OR (FURNPURY = 141 and AMOUNT lt 6 or gt 
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Section Variable Name Question Text Skip Instructions

965) OR (FURNPURY = 150 and AMOUNT lt 10 or gt 

1300) OR (FURNPURY = 171 and AMOUNT lt 5 or gt 

450) OR (FURNPURY = 173 and AMOUNT lt 5 or gt 

531) OR (FURNPURY = 180 and AMOUNT lt 5 or gt 

317) OR (FURNPURY = 181 and AMOUNT lt 5 or gt 

423) OR (FURNPURY = 192 and AMOUNT lt 5 or gt 

298) OR (FURNPURY = 196 and AMOUNT lt 5 or gt 

300) OR (FURNPURY = 199 and AMOUNT lt 5 or gt 

416) OR (FURNPURY = 200 and AMOUNT lt 6 or gt 

374) OR (FURNPURY = 201 and AMOUNT lt 5 or gt 

200) OR (FURNPURY = 206 and AMOUNT lt 5 or gt 

300) OR (FURNPURY = 205 and AMOUNT lt 5 or gt 

290) OR (FURNPURY = 212 and AMOUNT lt 5 or gt 

1100) OR (FURNPURY = 214 and AMOUNT lt 5 or gt 

1035) OR (FURNPURY = 215 and AMOUNT lt 5 or gt 

1643) then goto ERR1_AMOUNT

 ELSEIF FURNPURY and the entry in 

AMOUNT for this record are equal to any records data 

on the pre-chart/input then goto ERR_DUP

 ELSE goto TAX

DK,RF: Goto C

08A TAX Did this include sales tax?

 Item Month Amount 

 (FURNDESC)(FURNMO) (FURNPURX)

1. Yes

2. No

Goto C

08A C Enter 'C' for a combined expense. C: Goto COMBCODE

Empty: Goto MORE

IF anything other than an 'C' or the Enter key is 

entered then goto CK_C

08A COMBCODE 23-26 ?[F1]

What was combined with fill for COMBCODE?

Goto MORE
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

 Enter all that apply, separate with commas.

 Item Month Amount 

 (FURNDESC)(FURNMO) (FURNPURX)

1. Sofas

2. Living room chairs 

3. Living room tables

4. Ping-pong, pool tables or other similar recreation room items

5. Other living room, family, or recreation room furniture including desks, wall 

units, and shelving

6. Living room furniture combinations 

7. Dinning room or kitchen furniture

8. Mattresses or box springs 

9. Bedroom furniture other than mattresses or box springs

10. Infants furniture 

11. Infants equipment 

12. Patio, porch, or outdoor furniture 

13. Barbeque grills or outdoor decorative items

14. Office furniture for home use 

15. Lamps, lighting fixtures, or ceiling fans

16. Other household decorative items

17. Closet and storage items

18. Travel items including luggage

19. Stainless, silver or other flatware 

20. Non-electric cookware

21. Dishes, glasses, or serving pieces

22. Bedroom linens

23. Bathroom linens

24. Kitchen, dining room, or other linens 

25. Slipcovers, decorative pillows or cushions

26. Rugs or other non-permanent floor coverings, including carpet squares

27. Curtains or drapes

28. Blinds, shades or other window coverings

77. Misc. Combined (unable to specify/DK) 

08A MORE Did you purchase any other (description)?

 Item Month Amount 

1: IF ROW number = 34 then goto ERR_MAX

 ELSE goto ITEM, next line of grid
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

 (FURNDESC)(FURNMO) (FURNPURX)

1. Yes

2. No

2,DK,RF: IF ROW number = 34 then goto S8_END

 ELSE goto ITEM, next line of grid

08A S8A_END ** Non Displayed ** Exit block and goto Section 8B - BlkSect08_Furniture

08B FURNRNTL Since the first of (reference month) not including this month, have 

(you/you or any members of your household) rented or leased any 

furniture?

1. Yes

2. No

1: Goto FURNRNTX

2,DK,RF: Goto REPFURN

08B FURNRNTX Since the first of (reference month) not including this month -

What was the total expense?

1-99999: IF FURNRNTX lt 5 or gt 1340 then goto 

ERR1_FURNRNTX

 ELSE goto REPFURN

DK,RF: Goto REPFURN

08B REPFURN Since the first of (reference month) not including this month, have 

(you/you or any members of your household) had any expenses for 

repairing, refinishing or reupholstering furniture, including the cost for 

fabric?

1. Yes

2. No

1: Goto REPFURNX

2,DK,RF: Goto S8B_END

08B REPFURNX Since the first of (reference month) not including this month -

What was the total expense?

1-999999: IF REPFURNX lt 5 or gt 1900 then goto 

ERR1_REPFURNX

 ELSEIF RT8100.POPGRP = 01 then goto 

REPSTORE

 ELSE goto S8B_END

DK,RF: Goto S8B_END

08B REPSTORE What is the name of the business that repaired, refinished, or 

reupholstered the furniture?

 Enter store, website, or company name

IF uppercase version of the entry = "GROUPON" or 

"GROUPON.COM" then goto ERR_GROUPON

ELSEIF ENTRY contains ".com", ".Com", ".cOm", 

".coM", ".COm", ".CoM", ".cOM", or ".COM", then goto 

S8B_END

ELSEIF ENTRY = DK or RF then goto S8B_END
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

ELSE goto REPPURCH

08B REPPURCH Ask if not apparent

Was this purchased online or in-person?

1. Online

2. In person

3. Other (phone, mail, catalog)

1,3,DK,RF: Goto S8B_END

2: Goto REPLOC

08B REPLOC Where is (Store) located?

 Enter city and state

Goto S8B_END

08B S8B_END ** Non Displayed ** Exit block and goto section 9 - BSECT09

09A INTROA 27-28 

Now I am going to ask about clothing, footwear, and accessories, for 

infants, children, and adults. You may find it helpful to refer to receipts, 

credit card statements or other records to answer the questions. Please 

include any shipping and handling charges with the cost of any item that 

was shipped.

 

 Description Name Month Amount 

 (CLODESCA) (CLONAME) (CLOTHMOA) (CLOTHXA)

1. Enter 1 to Continue

Goto BSECT09.BTABLEA.BROW.ITEM

09A ITEM SCREEN 1 ---------------------------------------------------------------------------

27 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) purchased any of the following items either for members 

of your household or for someone outside your household?

 Read each item on list.

SCREEN 2 ----------------------------------------

28 ? [F1]

Have (you/you or any members of your household) purchased any --

1-20: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

95: Goto next row

99: Goto S9A_END

888: IF no more rows then goto S9A_END

 ELSE goto ITEM - next row of the table
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

Page 138 of 307

Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

 Read each item on list.

 

1. Coats, jackets or furs

2. Sport coats, tailored jackets, or blazers

3. Suits

4. Vests

5. Shirts, sweaters, blouses, or tops

6. Pants, jeans or shorts

7. Dresses

8. Skirts

9. Undergarments

10. Hosiery

11. Nightwear or loungewear

12. Accessories

13. Swimsuits or warm-up or ski suits

14. Uniforms, for which the cost is not reimbursed

15. Costumes

16. Footwear, including athletic footwear

17. Diapers

18. Layettes

19. Watchers

20. Jewelry

95. Continue List

99. None/No more entries

888. Delete the line

09A PreFill ** SHOW ONLY **

09A DESCRIPTION What did you buy?

 Describe briefly the item purchased.

 Description Name Month Amount 

 (CLODESCA) (AgeSex_Desc) (CLOTHMOA) (CLOTHXA)

Goto CLOINOUT

09A CLOINOUT Was this (were these) purchased for someone inside or outside of your 

household?

1. Inside your household

IF ITEM = 1-17 then goto AGESEX

ELSE goto MONTH
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

2. Outside your household

3. Both inside and outside your household

09A AGESEX Ask if not apparent

Was this (Were these) purchased for...

 Enter all age/sex categories that apply to the purchase, separate 

with commas.

1. Man, age 16 and over

2. Woman, age 16 and over

3. Boy, age 2 to 15

4. Girl, age 2 to 15

5. Child under 2 years old

77. Don't know

Goto MONTH

09A MONTH When did you purchase it?

 (* Enter 13 for same amount each month/ )

 Description Name Month Amount 

 (CLODESCA) (AgeSex_Desc) (CLOTHMOA) (CLOTHXA)

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

13. ^S09_13Option

ref_month-cur_month: IF month not in reference 

period then goto ERR3_Month

 ELSE goto AMOUNT

13, DK,RF: Goto AMOUNT

09A AMOUNT (What is your monthly expense?/How much did it cost?)

 Description Name Month Amount 

1-999999: IF (CLOTHYA = 100 And AMOUNT lt 9 or 

gt 400) OR (CLOTHYA = 110 and AMOUNT lt 10 or gt 

500) OR (CLOTHYA = 120 and AMOUNT lt 18 or gt 
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 (CLODESCA) (AgeSex_Desc) (CLOTHMOA) (CLOTHXA) 1000)OR (CLOTHYA = 130 and AMOUNT lt 5 or gt 

200) OR (CLOTHYA = 145 and AMOUNT lt 5 or gt 300) 

OR (CLOTHYA = 150 and AMOUNT lt 10 or gt 269) OR 

(CLOTHYA = 170 and AMOUNT lt 8 or gt 455) OR 

(CLOTHYA = 180 and AMOUNT lt 5 or gt 220) OR 

(CLOTHYA = 200 and AMOUNT lt 5 or gt 109) OR 

(CLOTHYA = 210 and AMOUNT lt 5 or gt 60) OR 

(CLOTHYA = 220 and AMOUNT lt 5 or gt 107) OR 

(CLOTHYA = 230 and AMOUNT lt 5 or gt 159) OR 

(CLOTHYA = 240 and AMOUNT lt 5 or gt 200) OR 

(CLOTHYA = 250 and AMOUNT lt 9 or gt 418) OR 

(CLOTHYA = 260 and AMOUNT lt 5 or gt 448) OR 

(CLOTHYA = 280 and AMOUNT lt 5 or gt 210) OR 

(CLOTHYA = 310 and AMOUNT lt 9 or gt 150) OR 

(CLOTHYA = 330 and AMOUNT lt 5 or gt 330) OR 

(CLOTHYA = 370 and AMOUNT lt 5 or gt 450) OR 

(CLOTHYA = 380 and AMOUNT lt 5 or gt 1800) then 

goto ERR1_AMOUNT

 ELSEIF CLOTHYA and the entry in AMOUNT 

for this record are equal to any record data in the 

prechart/input then display ERR_DUP

 ELSE goto TAX

DK,RF: Goto C

09A TAX Did this include sales tax?

 Description Name Month Amount 

 (CLODESCA) (AgeSex_Desc) (CLOTHMOA) (CLOTHXA)

1. Yes

2. No

Goto C

09A C Enter 'C' for a combined expense. C: Goto COMBCODE

EMPTY: IF ITEM = 1-6 AND RT8100.POPGRP = 05 

AND (1 selected in AGESEX) then goto CLASTORE

 ELSE goto MORE

IF anything other than a 'C' or the enter key is entered, 
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goto CK_C

09A COMBCODE 27-28 ? [F1]

 What other clothing is (Clothing purchase description) combined 

with?

 Enter all that apply, separate with commas.

 Description Name Month Amount 

 (CLODESCA) (AgeSex_Desc) (CLOTHMOA) (CLOTHXA)

1. Coats, jackets or furs

2. Sport coats, tailored jackets, or blazers

3. Suits

4. Vests

5. Shirts, sweaters, blouses, or tops

6. Pants, jeans, or shorts

7. Dresses

8. Skirts

9. Undergarments

10. Hosiery

11. Nightware or loungewear

12. Accessories

13. Swimsuits or warm-up or ski suits

14. Uniforms, for which the cost is not reimbursed

15. Costumes

16. Footwear, including athletic footwear

17. Diapers

18. Layettes

19. Watches

20. Jewelry

77. Misc. combined (unable to specify/DK)

IF ITEM = 1-6 AND RT8100.POPGRP = 05 AND (1 

selected in AGESEX) then goto CLASTORE

ELSE goto MORE

09A CLASTORE Where was (Entry in CLODESCA) purchased?

 Enter store, website, or company name

IF uppercase version of the entry = "GROUPON" or 

"GROUPON.COM" then goto ERR_GROUPON

ELSEIF ENTRY contains ".com", ".Com", ".cOm", 

".coM", ".COm", ".CoM", ".cOM", or ".COM", then goto 
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MORE

ELSEIF ENTRY = DK or RF then goto MORE

ELSE goto CLAPURCH

09A CLAPURCH Ask if not apparent

Was this purchased online or in-person?

1. Online

2. In person

3. Other (phone, mail, catalog)

1,3,DK,RF: Goto MORE

2: Goto CLALOC

09A CLALOC Where is (store) located?

 Enter city and state

Goto MORE

09A MORE Did you purchase any other (description)?

 Description Name Month Amount 

 (CLODESCA) (AgeSex_Desc) (CLOTHMOA) (CLOTHXA)

1. Yes

2. No

1: IF ROW number = 84 then goto ERR_MAX

 ELSE goto ITEM, next row in the table

2,DK,RF: IF row number = 84 then goto S9A_END

 ELSE goto ITEM, next row in the table

09A S9A_END ** Non Displayed ** Goto Section 9B - S9B_INTRO

09B INTROB 29 

Now I am going to ask about expenditures for clothing services.

 Description Month Amount 

 (CLODESCD) (CLOTHMOD) (CLOTHXD)

1. Enter 1 to Continue

Goto BSECT09.BTABLEB.BROW.ITEM

09B ITEM 29 ? [F1]

Have (you/you or any members of your household) had expenses for any 

of the following, either for members of your household

or for someone outside your household?

 

 Read each item on list.

1-5: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

99: Goto S9D_END

888: IF no more row then goto S9D_END

 ELSE goto ITEM - next row in the table
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1. Repair, alteration or tailoring for clothing and accessories

2. Shoe repair or other shoe services

3. Watch or jewelry repair

4. Clothing or accessory rental

5. Clothing storage outside the home

99. None/No more entries

888. Delete the line

09B PreFill ** SHOW ONLY **

09B DESCRIPTION What kind of service was this?

 Describe briefly the service.

 Description Month Amount

 (CLODESCD) (CLOTHMOD) (CLSRVCX)

Goto WHO

09B WHO Was this service for (you/your household) or for someone outside your 

household?

 Description Month Amount

 (CLODESCD) (CLOTHMOD) (CLSRVCX)

1. Your household

2. Someone outside your household

Goto MONTH

09B MONTH When did you purchase this service?

 Description Month Amount

 (CLODESCD) (CLOTHMOD) (CLSRVCX)

1. January

2. February

3. March

4. April

5. May

REF_MONTH-CUR_MONTH: IF Entry is not within 

reference period then goto ERR3_MONTH

 ELSE goto AMOUNT

DK,RF: Goto AMOUNT
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6. June

7. July

8. August

9. September

10. October

11. November

12. December

09B AMOUNT How much did it cost?

 Description Month Amount

 (CLODESCD) (CLOTHMOD) (CLSRVCX)

1-999999: IF AMOUNT lt 5 or gt 249 then goto 

ERR1_AMOUNT

 ELSEIF CLOTHYD and entry in AMOUNT 

for this record are equal to any record data in the 

prechart/input then goto ERR_DUP

 ELSE goto TAX

DK,RF: Goto C

09B TAX Did this include sales tax?

 Description Month Amount

 (CLODESCD) (CLOTHMOD) (CLSRVCX)

1. Yes

2. No

Goto C

09B C Enter 'C' for a combined expense. C: Goto COMBCODE

Empty: Goto MORE

IF anything other than a 'C' or the enter key is entered 

then goto CK_C

09B COMBCODE 29 ? [F1] 

 What other clothing services is 

 (Clothing Service Description) combined with?

 Enter all that apply, separate with commas.

 Description Month Amount

 (CLODESCD) (CLOTHMOD) (CLSRVCX)

Goto MORE
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1. Repair, alteration or tailoring for clothing and accessories

2. Shoe repair or other shoe services

3. Watch or jewelry repair

4. Clothing or accessory rental

5. Clothing storage outside the home

77. Misc. combined (unable to specify/ DK)

09B MORE Did you have any other expenses for (Clothing Service Description)?

 Description Month Amount

 (CLODESCD) (CLOTHMOD) (CLSRVCX)

1. Yes

2. No

1: IF ROW number = 10 then goto ERR_MAX

 ELSE goto ITEM next row in the table

2,DK,RF: IF ROW number = 10 then goto S9D_END

 ELSE goto ITEM next row in the table

09B S9D_END ** Not Displayed ** Exit block and goto Section 10 - BSECT10

10 S10_INTRO 30

Now I am going to ask about expenses for vehicle rentals and leases.

 Vehicle number Vehicle year Vehicle make/model Business

 (LSDNUM) (MODELYR) (MKMD_SCR) (ANYBUSIN)

1. Enter 1 to Continue

Goto RLV_ITEM in BSect10L1 Block

10 ITEM SCREEN 1 ------------------------------------------------------------------------------------

 30 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) rented any automobiles, trucks, vans, minivans, or 

SUVs, which were not used entirely for business? Do not include leased 

vehicles.

SCREEN 2 --------------------------------------------------------------------------

 30 ? [F1]

Since the first of (reference month), have (you/you or any members of 

1-10: IF ITEM <> Item2Shadow then goto CK_ITEM

 ELSE goto ANYVACAT

95: Goto ITEM - next row

99: IF no vehicles on inventory chart or all vehicles 

have 8500.LSD_STAT = 3 then exit block and goto 

BLEASE.BROW.ITEM

 ELSE exit block and goto the TblInventory block

888: IF no more table rows THEN if no vehicles on 

inventory chart or all vehicles have 8500.LSD_STAT = 3 

then exit block and goto 
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your household) rented any other types of vehicles which were not used 

entirely for business?

IF YES - 

 

 Did you rent any -

 

1. Automobiles, trucks, vans, minivans, or SUVs

2. Motor homes

3. Trailer-type campers

4. Other attachable-type campers

5. Motorcycles, motor scooters, or mopeds (motorized bicycles)

6. Boats, with motor

7. Boats, without a motor

8. Trailers other than a camper type, such as for a boat or cycle

9. Private aircraft

10. Other vehicles

95. Continue list

99. None/No More Entries

888. Delete the Line

BSECT10L2.BLEASE.BROW.ITEM else exit block and 

goto the TBLINVENTORY block

 ELSE goto ITEM - next row of table

10 PreFill ** SHOW ONLY **

10 ANYVACAT Was the (description) rented solely for use on a vacation, overnight

trip, or a trip of 75 miles or more one way?

1. Yes

2. No

Goto AMOUNT

10 AMOUNT Since the first of (reference month), not including (current month), what 

has been your expense for renting this vehicle?

1-99999: IF entry lt 10 or gt 1200 then goto 

ERR1_AMOUNT

 ELSEIF BCeintro.BUSCREEN = 2 then goto 

MORE

 ELSE goto ANYBSNRM

DK,RF: IF BCeintro.BUSCREEN = 2 then goto 

MORE

 ELSE goto ANYBSNRM

10 ANYBSNRM Were or will any of the rental expenses be deducted as business 1: Goto BSNSPCTZ
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expenses, reimbursed, or paid by someone outside of the household?

1. Yes

2. No

2,DK,RF: Goto MORE

10 BSNSPCTZ What percent of the total expense will this cover? 1-99,DK,RF: Goto MORE

100: Goto ERR2_BSNSPCTZ

10 MORE Did you rent any other (description)? 

1. Yes

2. No

1: IF ROW number = 10 then goto ERR_MAX

 ELSE goto RLV_ITEM

2,DK,RF: IF row number = 10 then IF no vehicles on 

inventory chart or all vehicles have 8500.LSD_STAT = 3 

then exit block and goto BLEASE.BROW.ITEM

 ELSE exit block and goto TblInventory 

block

 ELSE goto RLV_ITEM

10 LVIHAVE Now I am going to ask about leased vehicles you mentioned previously.

Are you still leasing the (model year) (vehicle make and model)? 

 If the vehicle was purchased at the end of the lease, collect the new 

vehicle in Section 11.

 Vehicle Number Vehicle Year Vehicle Make/Model Business

 (LSDNUM) (MODELYR) (MKMD_SCR) (ANYBUSIN)

1. Yes

2. No

1,DK,RF: Goto S10INV_END

2: Goto LVIENDMO

10 LVIENDMO What month was the lease terminated?

 Vehicle Number Vehicle Year Vehicle Make/Model Business

 (LSDNUM) (MODELYR) (MKMD_SCR) (ANYBUSIN)

1. January

2. February

3. March

Goto TERMFEE
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4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

10 TERMFEE ? [F1]

Were any fees incurred at the termination of the lease?

 Vehicle Number Vehicle Year Vehicle Make/Model Business

 (LSDNUM) (MODELYR) (MKMD_SCR) (ANYBUSIN)

1. Yes

2. No

1: Goto TERMFEEX

2,DK,RF: Goto S10INV_END

10 TERMFEEX How much?

 Vehicle Number Vehicle Year Vehicle Make/Model Business

 (LSDNUM) (MODELYR) (MKMD_SCR) (ANYBUSIN)

1-99999: IF entry lt 25 or gt 7000 then goto 

ERR1_TERMFEEX

 ELSE goto S10INV_END

DK,RF: Goto S10INV_END

10 S10INV_END ** Not Displayed ** IF no more vehicles on the inventory table then exit 

block and goto the BSECT10L2 Block

ELSE goto LVIHAVE for next appropriate vehicle on the 

 inventory table

10 ITEM Since the first of (reference month), have (you/you or any members of 

your household) ^LSD_ITEM_FILL

1. Automobiles, trucks, vans, minivans, or SUVs

99. None/No more entries

888. Delete the line

1: Goto MODELYR

99: Goto S10_END

888: IF no more rows then goto S10_END

 ELSE goto ITEM - next row of the table

10 MODELYR Ask if necessary 1900-current year + 1: IF MODELYR gt (current year + 

1) then goto CK_MODELYR
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What is the model year of the vehicle? ELSE goto MKMD_SCR

DK,RF: Goto MKMD_SCR

10 MKMD_SCR What is the make and model of this vehicle?

 If vehicle make and model is not found, key X

X: Goto OTHMODEL

30 characters besides X, DK, RF: IF 

BCeintro.BUSCREEN = 2 then goto NUMPAY

 ELSE goto ANYBUSIN

10 OTHMODEL Specify other make and model IF BCeintro.BUSCREEN = 2 then goto NUMPAY

ELSE goto ANYBUSIN

10 ANYBUSIN Is it used for business?

1. Yes

2. No

1: Goto PRCBSNSZ

2,DK,RF: Goto NUMPAY

10 PRCBSNSZ What percentage of the mileage is counted as a business expense? 1-99,DK,RF: Goto NUMPAY

100: Goto ERR2_PRCBSNSZ

10 NUMPAY What was the number of payments contracted for? 1-999: IF entry lt 12 or gt 60 then goto 

ERR1_NUMPAY

 ELSE goto PMTMONTH

DK,RF: Goto PMTMONTH

10 PMTMONTH In what month was or will the first payment be made?

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

Goto PMTYEAR

10 PMTYEAR In what year was or will the first payment be made? IF pmtyear gt current year + 1 then goto CK_PMTYEAR
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ELSE goto PAYEXPX

10 PAYEXPX (What is your monthly payment amount?/What is the amount of each 

payment?)

IF NUMPAY ge 12 AND entry lt 158 or gt 700 then goto 

ERR1_PAYEXPX

ELSEIF NUMPAY lt 12 then goto PAYTIME

ELSE goto ANYEXTRA

10 PAYTIME What period is covered by each payment? 

1. Week

2. 2 Weeks

3. Month

4. Quarter

5. Semiannually

6. Annually

7. One time payment

8. Other

1: IF PAYEXPX lt 40 or gt 189 then goto 

ERR1_PAYTIME

 ELSE goto ANYEXTRA

2: IF PAYEXPX lt 79 or gt 377 then goto 

ERR1_PAYTIME

 ELSE goto ANYEXTRA

3: IF PAYEXPX lt 158 or gt 700 then goto 

ERR1_PAYTIME

 ELSE goto ANYEXTRA

4: IF PAYEXPX lt 474 or gt 2262 then goto 

ERR1_PAYTIME

 ELSE goto ANYEXTRA

5: IF PAYEXPX lt 948 or gt 4524 then goto 

ERR1_PAYTIME

 ELSE goto ANYEXTRA

6: IF PAYEXPX lt 1500 or gt 9000 then goto 

ERR1_PAYTIME

 ELSE goto ANYEXTRA

7: IF PAYEXPX lt 5000 or gt 10000 then goto 

ERR1_PAYTIME

 ELSE goto ANYEXTRA

8: IF PAYEXPX lt 5 or gt 9000 then goto

ERR1_PAYTIME
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 ELSE goto PAYOTH

DK,RF: IF PAYEXPX lt 5 or gt 9000 then goto 

ERR1_PAYTIME

 ELSE goto ANYEXTRA

10 PAYOTH Specify: Goto ANYEXTRA

10 ANYEXTRA Does the ($(entry in PAYEXPX) payment / payment) include any charges 

other than the lease amount such as auto insurance or maintenance?

1. Yes

2. No

1: Goto EXTRAEXP

2,DK,RF: Goto ANYEMPLY

10 EXTRAEXP How much of the payment is for these extra charges? 1-99999: IF EXTRAEXP gt PAYEXPX then goto 

CK_EXTRA

 ELSEIF (PAYTIME = 1 and EXTRAEXP lt 5 or 

gt 100) OR (PAYTIME = 2 and EXTRAEXP lt 5 or gt 

200) OR (PAYTIME = 3 and EXTRAEXP lt 5 or gt 400) 

OR (PAYTIME = 4 and EXTRAEXP lt 5 or gt 1200) OR 

(PAYTIME = 5 and EXTRAEXP lt 5 or gt 2400) OR 

(PAYTIME = 6 and EXTRAEXP lt 5 or gt 4800) OR 

(PAYTIME = 7 and EXTRAEXP lt 5 or gt 3000) OR 

(PAYTIME = 8 and EXTRAEXP lt 5 or gt 3000) OR 

(PAYTIME = DK or RF and EXTRAEXP lt 5 or gt 3000) 

then goto ERR1_EXTRAEXP

 ELSE goto ANYEMPLY

DK,RF: Goto ANYEMPLY

10 ANYEMPLY Is any of the ($ (amount in PAYEXPX) ) lease payment paid by an 

employer?

1. Yes

2. No

1: Goto EMPLYEXP

2,DK,RF: Goto ANYTRADE

10 EMPLYEXP How much? 1-99999: IF lt 5 or gt 525 then goto 

ERR1_EMPLYEXP

 ELSEIF EMPLYEXP gt PAYEXPX then 

goto CK_EMPLYEXP

 ELSE goto ANYTRADE

DK,RF: Goto ANYTRADE
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10 ANYTRADE Was a trade-in allowance received?

1. Yes

2. No

1: Goto TRADEEXP

2,DK,RF: Goto ANYDOWN

10 TRADEEXP How much? 1-999999: IF entry lt 400 or gt 26000 then goto 

ERR1_TRADEEXP

 ELSE goto ANYDOWN

DK,RF: Goto ANYDOWN

10 ANYDOWN Was a cash down payment made?

 Read if necessary -

 Your lease agreement may list this as a capitalized cost reduction.

1. Yes

2. No

1: Goto DOWNEXP

2,DK,RF: Goto ANYHAVE

10 DOWNEXP How much? 1-999999: IF lt 262 or gt 10000 then goto 

ERR1_DOWNEXP

 ELSE goto ANYDNEMP

DK,RF: Goto ANYDNEMP

10 ANYDNEMP Was any portion of the cash down payment paid by an employer?

1. Yes

2. No

1: Goto DNEMPEXP

2,DK,RF: Goto ANYHAVE

10 DNEMPEXP How much? 1-999999: IF lt 5 or gt 2500 then goto 

ERR1_DNEMPEXP

 ELSEIF DNEMPEXP gt DOWNEXP then 

goto CK_DNEMPEXP

 ELSE goto ANYHAVE

DK,RF: Goto ANYHAVE

10 ANYHAVE Are you still leasing this vehicle?

 If the vehicle was purchased at the end of the lease, collect the new 

1,DK,RF: Goto MORE

2: Goto LSDENDMO
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vehicle in Section 11.

1. Yes

2. No

10 LSDENDMO In what month was the lease terminated?

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

Goto LSDENDYR

10 LSDENDYR In what year was the lease terminated? IF lsdendyr gt current year + 1 then goto 

CK_LSDENDYR

ELSE goto ANYFEES

10 ANYFEES ? [F1]

Were any fees incurred at the termination of the lease?

1. Yes

2. No

1: Goto FEESEXP

2,DK,RF: Goto ANYOTH

10 FEESEXP How much? 1-999999: IF lt 50 or gt 3000 then goto 

ERR1_FEESEXP

 ELSE goto MORE

DK,RF: Goto MORE

10 MORE Did you lease any other automobiles, trucks, vans, minivans, or SUVs?

1. Yes

2. No

1: IF ROW number = 6 then goto ERR_MAX

 ELSE goto ITEM, next row

2,DK,RF: Exit block and goto S10_END
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10 S10_END ** Non Displayed ** Exit block and goto BSect11 (Section 11)

11 S11_INTRO 30

Now I'm going to ask about owned vehicles.

 (Prechart information)

1. Enter 1 to Continue

IF there are vehicles on the chart with 8500.OVB_STAT 

ne 3 then goto TBLInv.Binv.OVAHAVE

ELSE goto BVehicle.Brow.ITEM

11 OVAHAVE (Do/Does) (you/your household) still have the (Car Description)?

 (Prechart information)

1. Yes

2. No

1,DK,RF: Goto OVAHAVE for next appropriate 

vehicle on chart, if no more vehicles exit block and goto 

ITEM

2: Goto BDisposed.VEHDISP

11 MATCHID ** OUTPUT ONLY VARIABLE **

11 VEHDISP How did you dispose of the (Car description)?

1. Sold

2. Traded in

3. Given away or donated to someone outside the household, including 

students away at school

4. Totaled (damaged beyond repair)

5. Stolen

6. Other

1-5,DK,RF: Goto VDISPMO

6: Goto DISPOTHV

11 DISPOTHV Specify: Goto VDISPMO

11 VDISPMO In what month was it (sold/traded in/given away to someone outside the 

CU/damaged beyond repair/stolen/disposed of)?

1. January

2. February

3. March

4. April

5. May

6. June

IF not in reference period then goto ERR3_VDISPMO

ELSEIF VEHDISP = 1 then goto SALEX

ELSEIF VEHDISP = 2, 3, 6, DK or RF then goto 

LOANSTAT

ELSEIF VEHDISP = 4 or 5 then goto REIMBURS
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7. July

8. August

9. September

10. October

11. November

12. December

11 SALEX How much did you sell it for? 1-999999: IF (VEHICYB = 100 and SALEX lt 5 or gt 

17400) or (VEHICYB = 105 and SALEX lt 5 or gt 17400) 

or (VEHICYB = 110 and SALEX lt 5 or gt 17400) or 

(VEHICYB = 120 and SALEX lt 35 or gt 23000) or 

(VEHICYB = 130 and SALEX lt 35 or gt 23000) or 

(VEHICYB = 140 and SALEX lt 35 or gt 23000) or 

(VEHICYB = 150 and SALEX lt 35 or gt 23000) or 

(VEHICYB = 160 and SALEX lt 35 or gt 23000) or 

(VEHICYB = 170 and SALEX lt 35 or gt 23000) or 

(VEHICYB = 180 and SALEX lt 35 or gt 23000) or 

(VEHICYB = 190 and SALEX lt 35 or gt 23000) or 

(VEHICYB = 200 and SALEX lt 35 or gt 23000) then 

goto ERR1_SALEX

 ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT

11 REIMBURS Were you reimbursed for the value of the (Car description)?

1. Yes

2. No

1: Goto REIMBURX

2,DK,RF: Goto EXREIMB

11 REIMBURX How much did you receive? 1-999999: IF lt 20 or gt 23742 then goto 

ERR1_REIMBURX

 ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT

11 EXREIMB Do you expect to be reimbursed for the value of the (Car description)?

1. Yes

2. No

1: Goto EXREIMBX

2,DK,RF: Goto LOANSTAT

11 EXREIMBX How much will you receive? 1-999999: IF lt 300 or gt 9000 then goto 
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ERR1_EXREIMBX

 ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT

11 LOANSTAT Were there any outstanding loans on the (Car description) when it was 

(sold/traded in/given away to someone outside the CU/damaged beyond 

repair/stolen/disposed of)?

1. Yes

2. No

1: Goto FINPAYMT

2,DK,RF: IF no more vehicles, exit block and goto 

ITEM

 ELSE goto OVAHAVE next line on grid

11 FINPAYMT Were any final payments made on the loan?

1. Yes

2. No

1: Goto FINPAYMX

2,DK,RF: IF no more vehicles, exit block and goto 

ITEM

 ELSE goto OVAHAVE next line on grid

11 FINPAYMX How much was the final payment? 1-999999: IF lt 384 or gt 26500 then goto 

ERR1_FINPAYMX

 ELSEIF no more vehicles, exit block and 

goto ITEM

 ELSE goto OVAHAVE next line on grid

 

DK,RF: IF no more vehicles, exit block and goto ITEM

 ELSE goto OVAHAVE, next line on grid

11 ITEM 30 ? [F1]

SCREEN 1A -----------------------------------------------------------------------------------

(Since the first of (REF_MONTH), (have/has) (you/your household) 

purchased or acquired any vehicle that is not used entirely for business? 

Include th

 IF YES - What kind of vehicle was it?

SCREEN 1B ----------------------------------------------------------------------------

(Do/Does) (you/your household) own any automobiles, trucks, minivans, 

1: Goto VEHICYR

2-10: IF BCeintro.BUSCREEN = 2 goto VEHNEWU

 ELSE goto VEHBSNS

95: Goto ITEM, next screen

99: Goto S11_END

888: IF no more grid lines goto S11_END

 ELSE goto ITEM - next line of grid
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vans or SUV's which were not used entirely for business?

SCREEN 2 ------------------------------------------------------------------------------------

(Do/Does) (you/your household) own any other types of vehicles 

including boats and planes which are not used entirely for business?

 IF YES- Read each item on list

 

 Do you own any. . .

 

SCREEN 3-------------------------------------------------------------------------

(Have/Has) (you/your household) purchased any (other/ ) vehicles since 

the first of (reference month) for someone outside of your household?

IF YES -

 What kind of vehicle(s) did you purchase?

SCREEN 4 ---------------------------------------------------------------------------

(Have/Has) (you/your household) disposed of (any/any automobiles or) 

other vehicles since the first of (reference month)?

 IF YES -

 Which kind of vehicle(s) did you dispose of?

1. ^AutoOrTruck

2. Motor home

3. Trailer-type camper

4. Other attachable-type camper

5. Motorcycle, motor scooter, or moped (motorized bicycle) 

6. Boat, with motor
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7. Boat, without a motor

8. Trailer other than a camper type, such as for a boat or cycle

9. Private aircraft

10. Any other vehicle

95. Continue list

99. None/No more entries

888. Delete the line

11 PreFill ** SHOW ONLY **

11 VEHICYR What ^S11B_iswas the model year of the vehicle? 1900-current year + 2: IF entry gt (current year+2) 

then goto CK_VEHICYR

 ELSE goto MKMDL_SC

DK,RF: Goto MKMDL_SC

11 MKMDL_SC What ^S11B_iswas the make and model of this vehicle?

 If vehicle make and model is not found, key X.

30 characters: IF MKMDLY(4:5) = XX or ZZ then goto 

AUTOTRK

 ELSE goto FUELTYPE

DK,RF: Goto AUTOTRK

X: Goto OTHMDLY

11 OTHMDLY Specify: Goto AUTOTRK

11 AUTOTRK Is this vehicle an automobile or a truck, minivan, van or SUV?

1. Automobile

2. Truck, van, minivan, or SUV

Goto FUELTYPE

11 FUELTYPE Is it fueled by -

 Read each item on list.

1. Gasoline only?

2. Diesel fuel?

3. Hybrid electric/gasoline?

4. Electric only?

5. FlexFuel/E85?

6. Other - specify?

1-5,DK,RF: IF BCeintro.BUSCREEN = 2 goto 

VEHNEWU

 ELSE goto VEHBSNS

6: Goto FUELOTH

11 FUELOTH Specify: IF BCeintro.BUSCREEN = 2 goto VEHNEWU 
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ELSE goto VEHBSNS

11 VEHBSNS (Was/Is) it used for business?

1. Yes

2. No

1: Goto VEHBSNZ

2,DK,RF: Goto VEHNEWU

11 VEHBSNZ What percentage of the mileage ^S11B_iswas counted as a business 

expense?

1-99,DK,RF: Goto VEHNEWU

100: Goto ERR2_VEHBSNZ

11 VEHNEWU Was it new or used when acquired? 

1. New

2. Used

1: IF coming from ITEM screen 1A, 1B, 2, or 4 then 

goto VEHGFTC

 ELSE goto VEHPURMO

2,DK,RF: IF coming from ITEM screen 1A, 1B, 2, or 

4 then goto VEHGFTC

 ELSE goto VPURINDV

11 VEHGFTC Was this vehicle -

1. Purchase for own use?

2. Purchased for someone outside of your household?

3. Received as a gift?

1,2,DK,RF: IF VEHNEWU = 1 then goto VEHPURMO

 ELSE goto VPURINDV

3: IF DISPOSED = 1 then goto VEHDISP

 ELSE goto ANYOTHR

11 VPURINDV Was this vehicle purchased from a private individual? 

1. Yes

2. No

IF ITEM = 1-2 or 5 AND VEHGFTC = 3 AND 

DISPOSED ne 1 then goto ANYOTHR

ELSEIF ITEM = 1-2 or 5 AND VEHGFTC = 3 AND 

DISPOSED = 1 then goto VEHDISP

ELSE goto VEHPURMO

11 VEHPURMO In what month was it purchased?

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

Goto VEHPURYR
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10. October

11. November

12. December

11 VEHPURYR In what year was it purchased? 1900 - current year: IF the month and year 

(VEHPURMO and VEHPURYR) are more than one 

month in the future then goto CK_VEHPURYR

 ELSEIF (VPURINDV = 2, DK or 

RF) AND (CURRENT YEAR - VEHPURYR le 5) AND 

(ITEM = 3, 4, 6, 7, 8, or 10) then goto OVBSTORE

 ELSE goto VFINANCE

DK,RF: Goto VFINANCE

11 OVBSTORE Where was this vehicle purchased?

 Enter store, website, or company name

IF uppercase version of the entry = "GROUPON" or 

"GROUPON.COM" then goto ERR_GROUPON

ELSEIF ENTRY contains ".com", ".Com", ".cOm", 

".coM", ".COm", ".CoM", ".cOM", or ".COM", then goto 

VFINANCE

ELSEIF ENTRY = DK or RF then goto VFINANCE

ELSE goto OVBPURCH

11 OVBPURCH Ask if not apparent

Was this purchased online or in-person?

1. Online

2. In person

3. Other (phone, mail, catalog)

1,3,DK,RF: Goto VFINANCE

2: Goto OVBLOC

11 OVBLOC Where is (store) located?

 Enter city and state

Goto VFINANCE

11 VFINANCE Was any portion of the purchase price financed?

1. Yes

2. No

1: Goto VLOANST

2,DK,RF: IF VEHPURMO + VEHPURYR is prior to 3 

months ago AND DISPOSED = 1 then goto VEHDISP

 ELSIF VEHPURMO + VEHPURYR is prior to 

3 months ago AND DISPOSED ne 1 then goto 
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ANYOTHR

 ELSE goto TRADE

11 VLOANST On the first of (reference month), were there remaining loan payments?

1. Yes

2. No

1,DK,RF: Goto TRADE

2: IF VEHPURMO + VEHPURYR is prior to 3 

months ago AND DISPOSED = 1 then goto VEHDISP

 ELSEIF VEHPURMO + VEHPURYR is prior to 3 

months ago AND DISPOSED ne 1 then goto ANYOTHR

 ELSE goto TRADE

11 TRADE Was a trade-in allowance received?

1. Yes

2. No

1: Goto TRADEX

2,DK,RF: Goto NETPURX

11 TRADEX How much? 0-999999: IF lt 200 or gt 19000 then goto 

ERR1_TRADEX

 ELSE goto NETPURX

DK,RF: Goto NETPURX

11 NETPURX What was the amount paid for the vehicle after ^trade_in rebate, and 

discount?

 Include destination fee in the price.

0-999999: IF (VEHICYB = 100 and NETPURX lt 500 

or gt 50000) or (VEHICYB = 105 and NETPURX lt 500 

or gt 50000) or (VEHICYB = 110 and NETPURX lt 500 

or gt 50000) or (VEHICYB = 120 and NETPURX lt 2500 

or gt 69000) or (VEHICYB = 130 and NETPURX lt 751 

or gt 47000) or (VEHICYB = 140 and NETPURX lt 533 

or gt 12051) or (VEHICYB = 150 and NETPURX lt 420 

or gt 20000) or (VEHICYB = 160 and NETPURX lt 200 

or gt 63000) or (VEHICYB = 170 and NETPURX lt 200 

or gt 63000) or (VEHICYB = 180 and NETPURX lt 240 

or gt 7500) or (VEHICYB = 190 and NETPURX lt 4000 

or gt 120000) or (VEHICYB = 200 and NETPURX lt 250 

or gt 23700) then goto ERR1_NETPURX

 ELSE goto SALESTAX

DK,RF: IF VLOANST = 1 then goto DNPAYMTX

 ELSE goto ANYOTHR

11 SALESTAX Did this include sales tax? IF VLOANST = 1 then goto DNPAYMTX

ELSE goto ANYOTHR
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1. Yes

2. No

11 DNPAYMTX What was the amount of the cash down payment? 0-999999: IF (VEHICYB = 100 and DNPAYMTX gt 

11500) OR (VEHICYB = 105 and DNPAYMTX gt 

11500) OR (VEHICYB = 110 and DNPAYMTX gt 

11500) OR (VEHICYB = 120 and DNPAYMTX gt 

15000) OR (VEHICYB = 130 and DNPAYMTX gt 

15000) OR (VEHICYB = 140 and DNPAYMTX gt 

15000) OR (VEHICYB = 150 and DNPAYMTX gt 

15000) OR (VEHICYB = 160 and DNPAYMTX gt 

15000) OR (VEHICYB = 170 and DNPAYMTX gt 

15000) OR (VEHICYB = 180 and DNPAYMTX gt 

15000) OR (VEHICYB = 190 and DNPAYMTX gt 

15000) OR (VEHICYB = 200 and DNPAYMTX gt 

15000) then goto ERR1_DNPAYMTX

 ELSEIF gt NETPURX and netpurx ne D and 

ne R then goto CK_DNPAYMTX

 ELSE goto VEHEQTLN

DK,RF: Goto VEHEQTLN

11 VEHEQTLN Was the source of credit a Home Equity Loan?

1. Yes

2. No

Goto PRINCIPX

11 PRINCIPX How much was borrowed, excluding any interest? 1-999999: IF (VEHICYB = 100 and PRINCIPX lt 2500 

or gt 50000) OR (VEHICYB = 105 and PRINCIPX lt 

2500 or gt 50000) OR (VEHICYB = 110 and PRINCIPX 

lt 2500 or gt 50000) OR (VEHICYB = 120 and 

PRINCIPX lt 1472 or gt 60645) OR (VEHICYB = 130 

and PRINCIPX lt 1472 or gt 60645) OR (VEHICYB = 

140 and PRINCIPX lt 1472 or gt 60645) OR (VEHICYB 

= 150 and PRINCIPX lt 1472 or gt 60645) OR 

(VEHICYB = 160 and PRINCIPX lt 1472 or gt 60645) 

OR (VEHICYB = 170 and PRINCIPX lt 1472 or gt 

60645) OR (VEHICYB = 180 and PRINCIPX lt 1472 or 

gt 60645) OR (VEHICYB = 190 and PRINCIPX lt 1472 

or gt 60645) OR (VEHICYB = 200 and PRINCIPX lt 

1472 or gt 60645) then goto ERR1_PRINCIPX
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 ELSE goto VINTRATE

DK,RF: Goto VINTRATE

11 VINTRATE What was the interest rate?

 Enter percent including decimal.

00.000-99.999: IF gt 12 then goto ERR1_VINTRATE

 ELSE goto PMT1YR

DK,RF: Goto PMT1YR

11 PMT1YR In what year was or will the first payment be made? Goto PMT1MO

11 PMT1MO In what month was or will the first payment be made?

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

Goto VEHQPMT

11 VEHQPMT For how many months was the payment contract? 1-999: IF gt 144 then goto ERR1_VEHQPMT

 ELSE goto PAYMENTX

DK,RF: Goto PAYMENTX

11 PAYMENTX What is your monthly payment amount? 1-99999: IF (VEHICYB = 100 and PAYMENTX lt 105 

or gt 679) OR (VEHICYB = 105 and PAYMENTX lt 105 

or gt 679) OR (VEHICYB = 110 and PAYMENTX lt 105 

or gt 679) OR (VEHICYB = 120 and PAYMENTX lt 77 

or gt 721) OR (VEHICYB = 130 and PAYMENTX lt 77 

or gt 721) OR (VEHICYB = 140 and PAYMENTX lt 77 

or gt 721) OR (VEHICYB = 150 and PAYMENTX lt 77 

or gt 721) OR (VEHICYB = 160 and PAYMENTX lt 77 

or gt 721) OR (VEHICYB = 170 and PAYMENTX lt 77 

or gt 721) OR (VEHICYB = 180 and PAYMENTX lt 77 

or gt 721) OR (VEHICYB = 190 and PAYMENTX lt 77 

or gt 721) OR (VEHICYB = 200 and PAYMENTX lt 77 
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or gt 721) then goto ERR1_PAYMENTX

 ELSEIF DISPOSED = 1 then goto VEHDISP

 ELSE goto ANYOTHR

DK,RF: IF DISPOSED = 1 then goto VEHDISP

 ELSE goto ANYOTHR

11 VEHDISP How did you dispose of the (Car description)?

1. Sold

2. Traded in

3. Given away or donated to someone outside the household, including 

students away at school

4. Totaled (damaged beyond repair)

5. Stolen

6. Other

1-5,DK,RF: Goto VDISPMO

6: Goto DISPOTHV

11 DISPOTHV Specify: Goto VDISPMO

11 VDISPMO In what month was it ^Vehdisp_fill?

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

IF VDISPMO is not within the reference period then 

goto ERR3_VDISPMO

ELSEIF VEHDISP = 1 then goto SALEX

ELSEIF VEHDISP = 2, 3, 6, DK or RF then goto 

LOANSTAT

ELSEIF VEHDISP = 4 or 5 then goto REIMBURS

11 SALEX How much did you sell it for? 1-999999: IF (VEHICYB = 100 and SALEX lt 5 or gt 

17400) OR (VEHICYB = 105 and SALEX lt 5 or gt 

17400) OR (VEHICYB = 110 and SALEX lt 5 or gt 

17400) OR (VEHICYB = 120 and SALEX lt 35 or gt 

23000) OR (VEHICYB = 130 and SALEX lt 35 or gt 

23000) OR (VEHICYB = 140 and SALEX lt 35 or gt 

23000) OR (VEHICYB = 150 and SALEX lt 35 or gt 
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23000) OR (VEHICYB = 160 and SALEX lt 35 or gt 

23000) OR (VEHICYB = 170 and SALEX lt 35 or gt 

23000) OR (VEHICYB = 180 and SALEX lt 35 or gt 

23000) OR (VEHICYB = 190 and SALEX lt 35 or gt 

23000) OR (VEHICYB = 200 and SALEX lt 35 or gt 

23000) then goto ERR1_SALEX

 ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT

11 REIMBURS Were you reimbursed for the value of the (Car description)?

1. Yes

2. No

1: Goto REIMBURX

2,DK,RF: Goto EXREIMB

11 REIMBURX How much did you receive? 1-999999: IF lt 20 or gt 23742 then goto 

ERR1_REIMBURX

 ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT

11 EXREIMB Do you expect to be reimbursed for the value of the (Car description)?

1. Yes

2. No

1: Goto EXREIMBX

2,DK,RF: Goto LOANSTAT

11 EXREIMBX How much will you receive? 1-999999: IF lt 300 or gt 9000 then goto 

ERR1_EXTREIMBX

 ELSE goto LOANSTAT

DK,RF: Goto LOANSTAT

11 LOANSTAT Were there any outstanding loans on the (Car description) when it was 

(sold/traded in/given away to someone outside the CU/damaged beyond 

repair/stolen/disposed of)?

1. Yes

2. No

1: Goto FINPAYMT

2,DK,RF: Goto ANYOTHR

11 FINPAYMT Were any final payments made on the loan? 1: Goto FINPAYMX
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1. Yes

2. No

2,DK,RF: Goto ANYOTHR

11 FINPAYMX How much was the final payment? 1-999999: IF lt 384 or gt 26500 then goto 

ERR1_FINPAYMX

 ELSE goto ANYOTHR

DK,RF: Goto ANYOTHR

11 ANYOTHR (Did (you/you household) purchase or acquire any other (vehicle 

description)?/(Do/Does) (you/your household) own any other (vehicle 

description)?/Did 

1. Yes

2. No

1: IF Row number = 25 then goto ERR_MAX

 ELSE goto ITEM, next screen as appropriate

2,DK,RF: goto ITEM, next screen as appropriate

11 S11_End ** Non-Displayed item ** Goto section 12 - BSect12

12A S12A_INTRO 31

I will now ask about expenses for vehicle services, parts, and equipment. 

Please do not include expenses for vehicles used entirely for business.

 Description Month Amount

 (VOPDESC) (VOPMOA) (VOPEXPX)

1. Enter 1 to Continue

Goto BTABLEA.BROW.ITEM

12A ITEM 31 ? [F1]

 Since the first of (reference month), have (you/you or any members 

of your household) had

 expenses for any of the following?

 Read each item on list

1. Oil change, lubrication, or oil filter

2. Motor tune-up

3. Battery purchases or installation

4. Tire purchases or mounting

5. Tire repair

1-12: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

99: Goto S12A_END

888: IF no more rows then goto S12A_END

 ELSE goto ITEM - next row of the table
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6. Front end alignment, wheel balancing, or wheel rotation

7. Shock absorber replacement

8. Body work or painting

9. Any other vehicle or engine repairs

10. Vehicle accessories or customizing

11. Other vehicle services, parts, or equipment

12. Vehicle cleaning services including car washes

99. None/No more entries

888. Delete a line

12A DESCRIPTION What was the expense for?

 Description Month Amount

 (VOPDESC) (VOPMOA) (VOPEXPX)

IF ITEM = 3, 4, or 5 then goto MONTH

ELSE goto VOPLABOR

12A VOPLABOR Did this expense include labor?

 Description Month Amount

 (VOPDESC) (VOPMOA) (VOPEXPX)

1. Yes

2. No

Goto MONTH

12A MONTH In what month did you have this expense?

 Description Month Amount

 (VOPDESC) (VOPMOA) (VOPEXPX)

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

REF_MONTH - CUR_MONTH: IF MONTH not within 

reference period then goto ERR3_MONTH

 ELSE goto AMOUNT

DK,RF: Goto AMOUNT

12A AMOUNT What was the total cost? 1-99999: IF (VOPSERVY = 100 and AMOUNT lt 8 or gt 
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 Description Month Amount

 (VOPDESC) (VOPMOA) (VOPEXPX)

89) OR (VOPSERVY = 110 and AMOUNT lt 10 or gt 

1500) OR (VOPSERVY = 130 and AMOUNT lt 16 or gt 

211) OR (VOPSERVY = 140 and AMOUNT lt 20 or gt 

1000)OR (VOPSERVY = 150 and AMOUNT lt 5 or gt 

100) OR (VOPSERVY = 160 and AMOUNT lt 8 or gt 

690) OR (VOPSERVY = 380 and AMOUNT lt 6 or gt 

3000) OR (VOPSERVY = 320 and AMOUNT lt 15 or gt 

4000) OR (VOPSERVY = 330 and AMOUNT lt 22 or gt 

1000) OR (VOPSERVY = 360 and AMOUNT lt 5 or gt 

1700) OR (VOPSERVY = 367 and AMOUNT lt 2 or gt 

100)OR (VOPSERVY = 370 and AMOUNT lt 5 or gt 

1000) then goto ERR1_AMOUNT

 ELSEIF (VOPSERVY and the entry in 

AMOUNT for this record are equal to any records data 

on the pre-chart/input then goto ERR_DUP

 ELSE goto VOPTAX

DK,RF: Goto C

12A VOPTAX Did this include sales tax?

 Description Month Amount

 (VOPDESC) (VOPMOA) (VOPEXPX)

1. Yes

2. No

Goto C

12A C Enter 'C' for combined expense C: Goto COMBCODE

EMPTY: Goto VOPREIMB

IF anything other than a 'C' or blank is entered then goto 

CK_C

12A COMBCODE 31 ?[F1]

What expense was combined with the ^VOPCMB expense?

 Enter all that apply, separate with commas.

Goto VOPREIMB
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 Description Month Amount

 (VOPDESC) (VOPMOA) (VOPEXPX)

1. Oil change, lubrication, or oil filter

2. Motor tune-up

3. Battery purchases or installation

4. Tire purchases or mounting

5. Tire repair

6. Front end alignment, wheel balancing, or wheel rotation

7. Shock absorber replacement

8. Body work or painting

9. Any other vehicle or engine repairs

10. Vehicle accessories or customizing

11. Other vehicle services, parts, or equipment

12. Vehicle cleaning services including car washes

77. Misc combined (unable to specify/DK)

12A VOPREIMB Has any of this expense been, or will any of it be, reimbursed?

 Description Month Amount

 (VOPDESC) (VOPMOA) (VOPEXPX)

 

1. Yes

2. No

1: Goto VOPRMBXA

2,DK,RF: Goto MORE

12A VOPRMBXA How much?

 Description Month Amount

 (VOPDESC) (VOPMOA) (VOPEXPX)

1-99999: IF VOPRMBXA gt 5000 then goto 

ERR1_VOPRMBXA

 ELSEIF (VOPRMBXA gt AMOUNT) then 

goto CK_VOPRMBXA

 ELSE goto MORE

DK,RF: Goto MORE

12A MORE Did you have any other expenses for (description)?

 Description Month Amount

 (VOPDESC) (VOPMOA) (VOPEXPX)

1. Yes

2. No

1: IF ROW number = 26 then goto ERR_MAX

 ELSE goto ITEM, next row of the table

2,DK,RF: IF Row number = 26 then goto S12A_END

 ELSE goto ITEM, next row of the table
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12A S12A_END ** NOT DISPLAYED** IF INTNMBR = 1 or NEWCU = 1 then exit block and 

goto BTABLEB.Brow.ITEM

ELSE exit block and goto INTROB

12B INTROB 32

 Drivers licenses, vehicle inspection, vehicle registration, and personal 

property taxes for vehicles

 collected in the previous interview:

 Description Month Amount 

 (VREGDESC) (VOPMO_C) (VOPREGX)

1. Enter 1 to Continue

Goto BTABLEB.BROW.ITEM

12B ITEM 32 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) had any expenses for -

 Read each item on list 

 

1. Driver's licenses?

2. Vehicle inspection?

3. State vehicle registration?

4. Local vehicle registration?

5. Personal property taxes for vehicles?

99. None/No more entries

888. Delete line

1-5: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

99: Goto S12B_END

888: IF no more rows then goto S12B_END

 ELSE goto ITEM - next row of the table

12B PreFill ** SHOW ONLY **

12B DESCRIPTION What was the expense for?

 Description Month Amount 

 (VREGDESC) (VOPMO_C) (VOPREGX)

Goto MONTH

12B MONTH In what month did you have this expense?

 Description Month Amount 

REF_MONTH - CUR_MONTH: IF MONTH not within 

reference period then goto ERR3_MONTH

 ELSE goto AMOUNT
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 (VREGDESC) (VOPMO_C) (VOPREGX)

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

DK,RF: Goto AMOUNT

12B AMOUNT What was the total amount of the expense?

 Description Month Amount 

 (VREGDESC) (VOPMO_C) (VOPREGX)

1-9999: IF (ITEM = 1 and AMOUNT lt 5 or gt 86) OR 

(ITEM = 2 and AMOUNT lt 5 or gt 120) OR (ITEM = 3 

and AMOUNT lt 10 or gt 423) OR (ITEM = 4 and 

AMOUNT lt 8 or gt 442) OR (ITEM = 5 and AMOUNT lt 

18 or gt 3213) then goto ERR1_AMOUNT

 ELSEIF ITEM and the entry in AMOUNT for 

the record are equal to any records data on the 

prechart/input) then goto ERR_DUP

 ELSE goto C

DK,RF: Goto C

12B C Enter 'C' for combined expense C: Goto COMBCODE

EMPTY: Goto MORE

IF anything other than a 'C' or blank is entered then goto 

CK_C

12B COMBCODE 32 ? [F1]

What was combined with the (Description) expense?

 Enter all that apply, separate with commas

 Description Month Amount 

Goto MORE
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 (VREGDESC) (VOPMO_C) (VOPREGX)

1. Driver's license

2. Vehicle inspection

3. State Vehicle registration

4. Local Vehicle registration

5. Personal property taxes for vehicles

12B MORE Did you have any other (Description) expenses?

 Description Month Amount 

 (VREGDESC) (VOPMO_C) (VOPREGX)

1. Yes

2. No

1: IF ROW number = 11 then goto ERR_MAX

 ELSE goto ITEM, next row or the table

2,DK,RF: IF ROW number = 11 then goto 

S12B_END

 ELSE goto ITEM, next row of the table

12B S12B_END **NOT DISPLAYED** Goto Section 12C

12C VOPGASX ? [F1]

Since the first of (reference month) not including this month --

What has been (your/your household's) AVERAGE MONTHLY expense for 

gasoline and other fuels for all vehicles? 

0,RF: IF S11Electric_Flag = 1 then goto VOPELEC

 ELSE goto VOPOIL

1-9999: IF VOPGASX gt 400 then goto 

ERR1_VOPGASX

 ELSE goto VOPDIES

DK: Goto VOPDIES

12C VOPDIES ? [F1]

Was any of this expense for diesel fuel?

 

1. Yes

2. No

1: Goto VOPDIESX

2,DK,RF: IF S11FlexFuel_Flag = 1 then goto VOPETH

 ELSEIF RT8100.POPGRP = 11 then goto 

GASSTORE

 ELSEIF S11Electric_Flag = 1 and 

BCeintro.BUSCREEN = 2 then goto VOPELEC

 ELSEIF BCeintro.BUSCREEN = 2 then goto 

VOPOIL

 ELSE goto VOPBSNS

12C VOPDIESX How much? 1-9999: IF (VOPDIESX lt 5 or gt 400) then goto 

ERR1_VOPDIESX

 ELSEIF (VOPDIESX gt VOPGASX) then goto 

CK_VOPDIESX

 ELSEIF S11FlexFuel_Flag = 1 then goto 
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VOPETH

 ELSEIF RT8100.POPGRP = 11 then goto 

GASSTORE

 ELSEIF S11Electric_Flag = 1 and 

BCeintro.BUSCREEN = 2 then goto VOPELEC

 ELSEIF BCeintro.BUSCREEN = 2 then goto 

VOPOIL

 ELSE goto VOPBSNS

DK,RF: IF S11FlexFuel_Flag = 1 then goto VOPETH

 ELSEIF RT8100.POPGRP = 11 then goto 

GASSTORE

 ELSEIF S11Electric_Flag = 1 and 

BCeintro.BUSCREEN = 2 then goto VOPELEC

 ELSEIF BCeintro.BUSCREEN = 2 then goto 

VOPOIL

 ELSE goto VOPBSNS

12C VOPETH Was any of this expense for the purchase of E85?

1. Yes

2. No

1: Goto VOPETHX

2,DK,RF: IF RT8100.POPGRP = 11 then goto 

GASSTORE

 ELSEIF S11Electric_Flag = 1 and 

BCeintro.BUSCREEN = 2 then goto VOPELEC

 ELSEIF BCeintro.BUSCREEN = 2 then goto 

VOPOIL

 ELSE goto VOPBSNS

12C VOPETHX How much? 1-9999: IF (VOPETHX lt 5 or gt 400) then goto 

ERR1_VOPETHX

 ELSEIF RT8100.POPGRP = 11 then goto 

GASSTORE

 ELSEIF S11Electric_Flag = 1 and 

BCeintro.BUSCREEN = 2 then goto VOPELEC

 ELSEIF BCeintro.BUSCREEN = 2 then goto 

VOPOIL

 ELSE goto VOPBSNS

DK,RF: IF RT8100.POPGRP = 11 then goto

GASSTORE
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 ELSEIF S11Electric_Flag = 1 and 

BCeintro.BUSCREEN = 2 then goto VOPELEC

 ELSEIF BCeintro.BUSCREEN = 2 then goto 

VOPOIL

 ELSE goto VOPBSNS

12C GASSTORE At what station or store did (you/you or any members of your household) 

last purchase (gas, diesel, or E85?/gas or diesel?/gas or E85?/gas?)

 Enter store or station name

ENTRY: Goto GASLOC

DK, RF: IF S11Electric_Flag = 1 and 

BCeintro.BUSCREEN = 2 then goto VOPELEC

 ELSEIF BCeintro.BUSCREEN = 2 then goto 

VOPOIL

 ELSE goto VOPBSNS

12C GASLOC Where is (store) located?

 Enter city and state

IF S11Electric_Flag = 1 and BCeintro.BUSCREEN = 2 

then goto VOPELEC

ELSEIF BCeintro.BUSCREEN = 2 then goto VOPOIL

ELSE goto VOPBSNS

12C VOPBSNS Was any of the AVERAGE MONTHLY cost counted as a business 

expense?

 

1. Yes

2. No

1: Goto VOPBSPER

2,DK,RF: IF S11Electric_Flag = 1 then goto VOPELEC

 ELSE goto VOPOIL

12C VOPBSPER What percentage of the AVERAGE MONTHLY COST was counted as a 

business expense?

1-99,DK,RF: IF S11Electric_Flag = 1 then goto 

VOPELEC

 ELSE goto VOPOIL

100: Goto ERR2_VOPBSPER

12C VOPELEC Since the first of (reference month) not including this month --

Have (you/you or any members of your household) paid for electric 

vehicle charging away from home? 

1. Yes

2. No

1: Goto VOPELECX

2,DK,RF: Goto VOPOIL

12C VOPELECX How much? 1-9999: IF (VOPELECX lt 5 or gt 400) then goto 

ERR1_VOPELECX
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 ELSEIF BCeintro.BUSCREEN = 2 then goto 

VOPOIL

 ELSE goto VOPELBS

DK,RF: IF BCeintro.BUSCREEN = 2 then goto 

VOPOIL

 ELSE goto VOPELBS

12C VOPELBS Was any of this amount counted as a business expense?

 

1. Yes

2. No

1: Goto VOPELBPR

2,DK,RF: Goto VOPOIL

12C VOPELBPR What percentage of (the amount/(entry in VOPELECX)) was counted as a 

business expense?

1-99,DK,RF: Goto VOPOIL

100: Goto ERR2_VOPELBPR

12C VOPOIL ? [F1]

Since the first of (reference month) not including this month --

Have (you/you or any members of your household)

purchased any oil for operating vehicles? 

 

1. Yes

2. No

1: Goto VOPOILX

2,DK,RF: Goto VOPFLUID

12C VOPOILX ? [F1]

What was the total cost? 

1-9999: IF VOPOILX lt 5 or gt 65 then goto 

ERR1_VOPOILX

 Else goto VOPFLUID

DK,RF: Goto VOPFLUID

12C VOPFLUID ? [F1]

Since the first of (reference month), not including this month --

Have (you/you or any members of your household) purchased any 

antifreeze, brake fluid, transmission fluid, windshield wiper fluid, or 

additives, except if purchased with a tune-up? 

1: Goto VOPFLUDX

2,DK,RF: Goto VOPPARK
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1. Yes

2. No

12C VOPFLUDX What was the total cost of these purchases? 1-9999: IF VOPFLUDX lt 5 or gt 50 then goto 

ERR1_VOPFLUDX

 ELSE goto VOPPARK

DK,RF: Goto VOPPARK

12C VOPPARK ? [F1]

Since the first of (reference month) not including this month --

Have (you/you or any members of your household) had expenses for 

parking, such as parking garages, parking lot fees, or parking meters?

Do not include expenses that are part of your property ownership or

rental costs, a business expense or expenses that will be totally 

reimbursed.

 

1. Yes

2. No

1: Goto VOPPARKX

2,DK,RF: Goto VOPTOLL

12C VOPPARKX How much was paid, not including any payments made this month? 1-99999: IF VOPPARKX gt 390 then goto 

ERR1_VOPPARKX

 ELSEIF RT8100.POPGRP = 14 then goto 

PRKPLACE

 ELSE goto VOPTOLL

DK,RF: IF RT8100.POPGRP = 14 then goto 

PRKPLACE

 ELSE goto VOPTOLL

12C PRKPLACE Where was the last place (you/you or any members of your household) 

had an expense for parking, such as parking garages, parking lot fees, or 

parking meters?

 Enter name of location (such as Anytown Shopping Center) or 

approximate address

 (such as First Street & Main Street)

ENTRY: Goto PRKLOC

DK, RF: Goto VOPTOLL
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12C PRKLOC And what is the city and state?

 Enter city and state

Goto VOPTOLL

12C VOPTOLL ? [F1]

Since the first of (reference month) not including this month, have (you/you or 

any members of your household) had expenses for -

 Local tolls or electronic toll passes?

1. Yes

2. No

1: Goto VOPTOLLX

2,DK,RF: Goto VOPDOCK

12C VOPTOLLX How much was paid, not including any payments made this month? 1-99999: IF VOPTOLLX gt 200 then goto 

ERR1_VOPTOLLX

 ELSEIF RT8100.POPGRP = 14 then goto 

TOLPLACE

 ELSE goto VOPDOCK

DK,RF: IF RT8100.POPGRP = 14 then goto 

TOLPLACE

 ELSE goto VOPDOCK

12C TOLPLACE What is the last road, bridge, ferry, or tunnel (you/you or any members of 

your household) paid a toll for?

 Enter name or description of road, bridge, ferry, or tunnel

ENTRY: Goto TOLLOC

DK, RF: VOPDOCK

12C TOLLOC And what is the city and state?

 Enter city and state

Goto VOPDOCK

12C VOPDOCK ? [F1]

Since the first of (reference month) not including this month, have (you/you or 

any members of your household) had expenses for -

 Docking and landing fees for boats and planes?

1. Yes

2. No

1: Goto VOPDOCKX

2,DK,RF: Goto VOPPOLCY
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12C VOPDOCKX How much was paid, not including any payments made this month? 1-9999: IF VOPDOCKX gt 1752 then goto 

ERR1_VOPDOCKX

 ELSE goto VOPPOLCY

DK,RF: Goto VOPPOLCY

12C VOPPOLCY ? [F1]

Since the first of (reference month) not including this month, have (you/you or 

any members of your household) had any expenses for --

Auto repair service policies such as extended warranties? 

Do not include service policies for vehicles used entirely for business.

 

1. Yes

2. No

1: Goto VOPPLCYX

2,DK,RF: Goto VOPAUTO

12C VOPPLCYX How much? 1-9999: IF VOPPLCYX lt 5 or gt 1800 then goto 

ERR1_VOPPLCYX

 ELSE goto VOPAUTO

DK,RF: Goto VOPAUTO

12C VOPAUTO ? [F1]

Since the first of (reference month) not including this month, have (you/you or 

any members of your household) had any expenses

for --

 Automobile service clubs, such as AAA or services such as OnStar 

or LoJack?

1. Yes

2. No

1: Goto VOPCLUBX

2,DK,RF: Goto VOPTOW

12C VOPCLUBX How much? 1-9999: IF VOPCLUBX lt 6 or gt 155 then goto 

ERR1_VOPCLUBX

 ELSEIF RT8100.POPGRP = 14 then goto 

CLUBNAME

 ELSE goto VOPTOW
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DK,RF: IF RT8100.POPGRP = 14 then goto 

CLUBNAME

 ELSE goto VOPTOW

12C CLUBNAME What is the name of the club or service? Goto VOPTOW

12C VOPTOW ? [F1]

Since the first of (reference month) not including this month, have (you/you or 

any members of your household)

had expenses for -

 Towing charges, not already reported?

1. Yes

2. No

1: Goto VOPTOWX

2,DK,RF: Goto TANKGAS

12C VOPTOWX How much was paid, not including any payments made this month? 1-9999: IF VOPTOWX gt 315 then goto 

ERR1_VOPTOWX

 ELSE goto TANKGAS

DK,RF: Goto TANKGAS

12C TANKGAS ? [F1]

Since the first of (reference month) not including this month, have (you/you or 

any members of your household) had any expenses

for --

 Bottled or tank gas for recreational vehicles, including

 vans, campers, and boats? 

1. Yes

2. No

1: Goto TANKGASX

2,DK,RF: Goto S12C_END

12C TANKGASX How much? 1-9999: IF TANKGASX lt 5 or gt 200 then goto 

ERR1_TANKGASX

 ELSE goto S12C_END

DK,RF: Goto S12C_END

12C S12C_END ** NOT DISPLAYED ** Goto section 13 - BSECT13

13 S13_INTRO The next questions are about health insurance. Include health insurance IF there are Medicare inventory records goto Medicare 
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Section Variable Name Question Text Skip Instructions

obtained through employment or purchased directly as well as 

government programs like Medicare and Medicaid that provide Medical 

care or help pay medical bills.

1. Enter 1 to Continue

inventory block

ELSEIF there are 8500.MEDICAID = 1 OR 8500.CHIP 

= 1 OR 8500.IHS = 1 goto Medicaid/CHIP/IHS inventory 

block

ELSEIF there are single service or private insurance 

inventory records goto their inventory block

ELSEIF 8500.MILITARY = 1 goto their inventory block

ELSE goto screener block for new policies/coverage 

(detailed section)

13A - Medicare MEM_NAME ** SHOW ONLY **

13A - Medicare MDCRSTLL (Are/Is) (you/NAME) still enrolled in Medicare?

1. Yes

2. No

1: Goto MCCHOICA

2, DK, RF: goto MDCRSTLL for next person with 

HIC_STAT = 1

 If no other active records then exit Medicare 

inventory block and goto next appropriate block

13A - Medicare MCCHOICA ^MCCHOICA_NAME (are/is) (you/NAME) ^MCCHOICA_STILL in a 

Medicare Advantage plan?

^MCCHOICA_MedAdv

1. Yes

2. No

1: Goto MCPREMA

2,DK,RF: Goto MCHMOPLA

13A - Medicare MCHMOPLA (are/is) (you/NAME) ^MCHMOPLA_STILL under a Medicare managed care 

arrangement, such as an HMO, that is, a Health Maintenance 

Organization? (With an HMO, you must generally receive care from HMO 

doctors, otherwise the expense is not covered unless you were referred 

by the HMO or there was a medical emergency.)

^MCHMOPLA_HMO

1. Yes

2. No

1: Goto MCPREMA

2,DK,RF: Goto MCPARTDA

13A - Medicare MCPREMA Besides (your/NAME's) Medicare Part B payment, (are/is) (you/NAME) 1: Goto MCPRPTCA
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^MCPREMA_still paying a premium for ^Yourhisher ^MCPREMA_advhmo 

plan?

1. Yes

2. No

2,DK,RF: Goto MCPARTDA

13A - Medicare MCPRPTCA What is (your/NAME's) monthly premium for ^Yourhisher 

^MCPREMA_advhmo plan?

IF ENTRY lt 5 or gt 1080 then goto ERR1_MCPRPTCA

ELSE goto MCPARTDA

13A - Medicare MCPARTDA (are/is) (you/NAME) ^MCPARTDA_still in Medicare Part D, also known as 

the Medicare Prescription Drug Plan?

 Enter 'Yes' if the member changed to a different Medicare Part D plan.

1. Yes

2. No

1: Goto MCPRPTDA

2,DK,RF: Goto MDCRSTLL for next person with 

HIC_STAT = 1

 If no other active records then exit Medicare 

inventory block and goto next appropriate block

13A - Medicare MCPRPTDA What is (your/NAME's) monthly premium for ^Yourhisher Medicare Part D 

prescription drug plan?

IF ENTRY lt 5 or gt 100 then goto ERR1_MCPRPTDA

ELSE goto MDCRSTLL for next person with HIC_STAT 

= 1

 If no other active records then exit Medicare 

inventory block and goto next appropriate block

13A - Medicaid MDCDSTLL ^Areis_CU_C (you/your household) still covered by 

Medicaid^MDCDSTfill?

1. Yes

2. No

1: Goto MEDPREMA

2,DK,RF: IF 8500.CHIP = 1 then goto CHIPSTLL

 ELSEIF 8500.IHS = 1 then goto IHSSTLL

 ELSE exit Medicaid/CHIP/IHS block and goto 

next appropriate block

13A - Medicaid MEDPREMA ^MEDPREMA_fill (you/you or any members of your household) (still 

pay/pay) a premium for your Medicaid plan?

1. Yes

2. No

1: Goto MDCDPRXA

2,DK,RF: IF 8500.CHIP = 1 then goto CHIPSTLL

 ELSEIF 8500.IHS = 1 then goto IHSSTLL

 ELSE exit Medicaid/CHIP/IHS block and goto 

next appropriate block

13A - Medicaid MDCDPRXA What is the monthly premium for this Medicaid plan? IF ENTRY gt 100 then goto ERR1_MDCDPRXA

ELSEIF 8500.CHIP = 1 then goto CHIPSTLL

ELSEIF 8500.IHS = 1 then goto IHSSTLL
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ELSE exit Medicaid/CHIP/IHS block and goto next 

appropriate block

13A - Medicaid CHIPSTLL ^Areis_CU_C (you/your household) still covered by the Children's Health 

Insurance Program (CHIP)^ST_CHIP?

1. Yes

2. No

1: Goto CHIPRMA

2,DK,RF: IF 8500.IHS = 1 then goto IHSSTLL

 ELSE exit Medicaid/CHIP/IHS block and goto 

next appropriate block

13A - Medicaid CHIPRMA ^CHIPRMA_fill (you/you or any members of your household) (still 

pay/pay) a premium for your CHIP^ST_CHIP plan?

1. Yes

2. No

1: Goto CHIPPRXA

2,DK,RF: IF 8500.IHS = 1 then goto IHSSTLL

 ELSE exit Medicaid/CHIP/IHS block and goto 

next appropriate block

13A - Medicaid CHIPPRXA What is the monthly premium for this CHIP^ST_CHIP plan? IF ENTRY gt 100 then goto ERR1_CHIPPRXA

ELSEIF 8500.IHS = 1 then goto IHSSTLL

ELSE exit Medicaid/CHIP/IHS block and goto next 

appropriate block

13A - Medicaid IHSSTLL ^Areis_CU_C (you/your household) still covered by the Indian Health 

Service (IHS)?

1. Yes

2. No

Exit Medicaid/CHIP/IHS block and goto next appropriate 

block

13A – Private Ins HHISTILL (Do/Does) (you/your household) still have your ^PLNMGD_fill from 

(insurance company name)? 

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type |Company |Deduction|Period|Payment|Total|Non-CU

1. Yes

2. No

IF 8500.HHIPRYOU = 2 then goto HHISTILL for the 

next active policy. If no more active policies, exit block 

and goto the next appropriate inventory block. 

ELSE goto HHIANYPD

13A – Private Ins HHIANYPD Since the first of (reference month), have (you/you or any members of 

your household) made any payments on this policy (including payroll 

deductions/ )?

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type |Company |Deduction|Period|Payment|Total|Non-CU

1: IF 8500.HHIRPMPD = 1-9 then goto 

HHILSTTM

 ELSE goto HHIRPMPA

2,DK,RF: Goto HHISTILL for the next active policy. 

If no more active policies, exit block and goto the next 
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1. Yes

2. No

appropriate inventory block.

13A – Private Ins HHILSTTM Last time, I recorded that payments are made (periodicity). Is this still 

correct?

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type |Company |Deduction|Period|Payment|Total|Non-CU

1. Yes

2. No

1: Goto HHIREGXA

2, DK, RF: Goto HHIRPMPA

13A – Private Ins HHIRPMPA How often are payments made (including payroll deductions/ )?

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type |Company |Deduction|Period|Payment|Total|Non-CU

1. Once a week

2. Once every 2 weeks

3. Twice a month

4. Once a month

5. Every 2 months

6. Quarterly (every 3 months)

7. Once every 4 months

8. Twice a year (every 6 months)

9. Once a year

10. Other

1-9: Goto HHIREGXA

10, DK, RF: Goto HHIPDAMT

13A – Private Ins HHIREGXA What is the amount currently paid (periodicity)? ^HHIRPMXB_fill

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type |Company |Deduction|Period|Payment|Total|Non-CU

If (HHIREGXA = ???) and (HHIREGXA ne DK or RF) 

then goto ERR1_HHIREGXA

ELSE goto HHISTILL for the next active policy. If no 

more active policies, exit block and goto the next 

appropriate inventory block.

13A – Private Ins HHIPDAMT How much was paid since the first of (reference month) not including this 

month? ^HHIRPMXB_fill

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type |Company |Deduction|Period|Payment|Total|Non-CU

1-99999: IF (HHIPDAMT lt 6 or gt 1882) then goto 

ERR1_HHIPDAMT

 ELSE goto HHISTILL for the next active policy. 

If no more active policies, exit block and goto the next 

appropriate inventory block.
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DK,RF: Goto HHISTILL for the next active policy. If 

no more active policies, exit block and goto the next 

appropriate inventory block.

13A – Single Serv. SSSTILL (Do/Does) (you/your household) still have your (dental care/long-term 

care/prescription/vision care/other) policy from (Single service insurance 

company name)? 

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type | Company |Deduction|Period|Payment|Total|Non-CU

1. Yes

2. No

IF 8500.SSPRYOU = 2 then goto SSSTILL for the next 

active policy

If no more active policies, exit block and goto next 

appropriate inventory block.

ELSE goto SSANYPD

13A – Single Serv. SSANYPD Since the first of (reference month), have (you/you or any members of 

your household) made any payments on this policy(including payroll 

deductions?/? )

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type | Company |Deduction|Period|Payment|Total|Non-CU

1. Yes

2. No

1: IF 8500.SSRPMPD = 1-9 then goto 

SSLSTTM

 ELSE goto SSRPMPA

2,DK,RF: Goto SSSTILL for the next active policy

 If no more active policies, exit block and 

 goto next appropriate inventory block.

13A – Single Serv. SSLSTTM Last time, I recorded that payments are made (periodicity). Is this still 

correct?

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type | Company |Deduction|Period|Payment|Total|Non-CU

1. Yes

2. No

1: Goto SSREGXA

2, DK, RF: Goto SSRPMPA

13A – Single Serv. SSRPMPA How often are payments made(including payroll deductions?/? )

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type | Company |Deduction|Period|Payment|Total|Non-CU

1. Once a week

2. Once every 2 weeks

1-9: Goto SSREGXA

10, DK, RF: Goto SSPDAMT
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3. Twice a month

4. Once a month

5. Every 2 months

6. Quarterly (every 3 months)

7. Once every 4 months

8. Twice a year (every 6 months)

9. Once a year

10. Other

13A – Single Serv. SSREGXA What is the amount currently paid (periodicity)?

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type | Company |Deduction|Period|Payment|Total|Non-CU

If ((8500.SSTYPE2 = 1 and SSREGXA lt 5 or gt 1700) 

or (8500.SSTYPE2 = 2 and SSREGXA lt 5 or gt 1882)

or (8500.SSTYPE2 = 3 and SSREGXA lt 10 or gt 1341) 

or (8500.SSTYPE2 = 4 and SSREGXA lt 5 or gt 1080) 

or (8500.SSTYPE2 = 5 and SSREGXA lt 5 or gt 1080)) 

and (SSREGXA ne DK or RF) then goto 

ERR1_SSREGXA

Else goto SSSTILL for the next active policy

 If no more active policies, exit block and goto next 

appropriate inventory block.

13A – Single Serv. SSPDAMT How much was paid since the first of (reference month)?

Policy|Insurance |Insurance|Payroll |Time | |Paid |Paid

# |Type | Company |Deduction|Period|Payment|Total|Non-CU

1-99999: IF (8500.SSTYPE2 = 1 and SSPDAMT lt 20 or 

gt 1700) OR (8500.SSTYPE2 = 2 and SSPDAMT lt 15 

or gt 1882) OR (8500.SSTYPE2 = 3 and SSPDAMT lt 

25 or gt 1341) OR (8500.SSTYPE2 = 4 and SSPDAMT 

lt 6 or gt 1080) OR (8500.SSTYPE2 = 5 and SSPDAMT 

lt 6 or gt 1080) then goto ERR1_SSPDAMT

 ELSE goto SSSTILL for the next active policy

 If no more active policies, exit block and 

 goto next appropriate inventory block.

DK,RF: Goto SSSTILL for the next active policy

 If no more active policies, exit block and goto 

next appropriate inventory block.

13A - Military MILOTSTL ^Areis_CU_C (you/your household) still covered by ^MILSPCOT_fill_Inv?

1. Yes

2. No

IF 8500.VACHAMP = 1 then goto MILVASTL

ELSEIF 8500.TRICARE = 1 then goto TRICRSTL

ELSE exit military inventory block and goto Part B
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13A - Military MILVASTL ^Areis_CU_C (you/your household) still covered by (VA or CHAMPVA/VA/CHAMP-VA)?

1. Yes

2. No

IF 8500.TRICARE = 1 then goto TRICRSTL

ELSE exit military inventory block and goto Part B

13A - Military TRICRSTL ^Areis_CU_C (you/your household) still covered by (TRICARE 

Prime/TRICARE Extra/TRICARE Standard/TRICARE for Life/(other)/?

1. Yes

2. No

1: IF 8500.MILMAN = 4 then exit military inventory 

block and goto Part B

 ELSE goto TRIANYPD

2,DK,RF: Exit military inventory block and goto Part B

13A - Military TRIANYPD Since the first of (reference month), have (you/you or any members of 

your household) made any payments for Tricare including payroll 

deductions?

1. Yes

2. No

1: IF 8500.TRIRPMPD = 1-9 then goto 

TRILSTTM

 ELSE goto TRIRPMPA

2,DK,RF: Exit military inventory block and goto Part B

13A - Military TRILSTTM Last time, I recorded that payments are made ^PERIOD_Tri_Inv. Is this 

still correct?

1. Yes

2. No

1: Goto TRIREGXA

2,DK,RF: Goto TRIRPMPA

13A - Military TRIRPMPA How often are payments made including any payroll deductions?

1. Once a week

2. Once every 2 weeks

3. Twice a month

4. Once a month

5. Every 2 months

6. Quarterly (every 3 months)

7. Once every 4 months

8. Twice a year (every 6 months)

9. Once a year

10. Other

1-9: Goto TRIREGXA

10, DK, RF: Goto TRIPDAMT

13A - Military TRIREGXA What is the amount currently paid ^PERIOD2_Tri_Inv? IF ENTRY = ??? then goto ERR1_TRIREGXA

ELSE exit military inventory block and goto Part B

13A - Military TRIPDAMT How much was paid since the first of (reference month) not including this IF ENTRY = ??? then goto ERR1_TRIPDAMT
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month?

ELSE exit military inventory block and goto Part B

13B - Screening FHICOV (question text)

1. Yes

2. No

1, DK, RF: Goto HIKIND

2: IF NumPers65 ge 1 AND NumMCareInv = 0 then 

goto MCAREPRB

 ELSEIF AnyInv = 0 then goto MCAIDPRB

 ELSE goto Screener_END

13B - Screening HIKIND What (other kind/kind) of health insurance or health care coverage 

(do/does) (you/your household) have or pay for? INCLUDE those that 

pay for only one type of service (nursing home care, vision care, or dental 

care). EXCLUDE private plans that only provide extra cash while 

hospitalized.

 Read each item on list

 Enter all that apply, separate with commas

1. Private health insurance, including employer and healthcare exchange 

plans?

2. ^HIKINDOpt2_Fill

3. Medicare Supplemental Insurance (Medi-Gap)?

4. ^HIKINDOpt4_Fill

5. ^HIKINDOpt5_Fill

6. Military health care (Tricare/VA/CHAMP-VA)?

7. ^HIKINDOpt7_Fill

8. Single service plan (e.g., dental, vision, long-term care)?

9. No coverage of any type

DK,RF: IF NumPers65 ge 1 AND NumMCareInv = 0 

then goto MCAREPRB

 ELSEIF AnyInv = 0 then goto MCAIDPRB

 ELSE goto Screener_END

1-8: IF (3 selected without 2 AND NumMCareInv = 0 

then goto CK_HIKIND

 ELSEIF (NumPers65 ge 1) AND (2 not selected in 

HIKIND) AND (NumMCareInv = 0) then goto 

MCAREPRB

 ELSEIF (8 not selected in HIKIND) AND 

(NumSSInv = 0) then goto SINCOV

 ELSE goto Screener_END

9: IF 1-8 also selected in HIKIND then goto 

ERR_HIKIND

 ELSEIF (NumPers65 ge 1) AND (2 not selected in 

HIKIND) AND (NumMCareInv = 0) then goto 

MCAREPRB

 ELSEIF AnyInv = 0 then goto MCAIDPRB

 ELSE goto Screener_END

13B - Screening MCAREPRB ^Areyou_Isanyone covered by Medicare?

1. Yes

2. No

IF (HIKIND = 9, DK, or RF) AND AnyInv = 0 then goto 

MCAIDPRB

ELSEIF 8 not selected in HIKIND AND NumSSInv = 0 

then goto SINCOV

ELSE goto Screener_End

13B - Screening MCAIDPRB There is a program called Medicaid that pays for health care for persons 

in need. 

IF NumSSInv = 0 then goto SINCOV
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(In this state it is also called (program name). / )

^Areyou_Isanyone covered by Medicaid?

1. Yes

2. No

ELSE goto Screener_END

13B - Screening SINCOV ^Doyou_Doesanyone have or pay for a separate insurance plan that pays 

for only one type of service such as dental, vision, or long-term care?

1. Yes

2. No

Goto Screener_End

13B - Screening Screener_End ** Not Displayed ** IF 2 selected in HIKIND OR MCAREPRB = 1 then goto 

MEDICARE

ELSEIF 4, 5, OR 7 selected in HIKIND OR MCAIDPRB 

= 1 then goto BlkMedicaid

ELSEIF 8 selected in HIKIND OR SINCOV = 1 then 

goto Tblsingleserv

ELSEIF 1 OR 3 selected in HIKIND goto BlkPrivate

ELSEIF 6 selected in HIKIND goto BlkMilitary 

ELSE goto PartB_End

13B - Medicare MEDICARE Who (else is/else) enrolled in Medicare?

 Enter line numbers for all that apply, separate with commas.

1. Person 1

2. Person 2

3. Person 3

4. Person 4

5. Person 5

6. Person 6

7. Person 7

8. Person 8

9. Person 9

10. Person 10

11. Person 11

12. Person 12

13. Person 13

14. Person 14

15. Person 15

Goto TblMEDICARE
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16. Person 16

17. Person 17

18. Person 18

19. Person 19

20. Person 20

21. Person 21

22. Person 22

23. Person 23

24. Person 24

25. Person 25

26. Person 26 

27. Person 27

28. Person 28

29. Person 29

30. Person 30

13B - Medicare MCCHOICE Medicare Advantage is the new name for Medicare Plus Choice plans. 

(Are/Is) (you/NAME) enrolled in a Medicare Advantage plan?

1. Yes

2. No

1: Goto MCPREM

2, DK, RF: Goto MCHMOPLN

13B - Medicare MCHMOPLN (Are/Is) (you/NAME) under a Medicare managed care arrangement, such 

as an HMO, that is, a Health Maintenance Organization? (With an HMO, 

you must generally receive care from HMO doctors, otherwise the 

expense is not covered unless you were referred by the HMO or there was 

a medical emergency.)

1. Yes

2. No

1: Goto MCPREM

2, DK, RF: Goto MCPARTD

13B - Medicare MCPREM Besides (your/NAME's) Medicare Part B payment, (are/is) (you/NAME) 

paying a premium for ^Yourhisher ^MCPREMA_advhmo plan?

1. Yes

2. No

1: Goto MCPRPTCX

2, DK, RF: Goto MCPARTD

13B - Medicare MCPRPTCX What is (your/NAME's) monthly premium for ^Yourhisher 

^MCPREMA_advhmo plan?

IF entry lt 5 or gt 1080 then goto ERR1_MCPRPTCX

ELSE goto MCPARTD

13B - Medicare MCPARTD (Are/Is) (you/NAME) enrolled in Medicare Part D, also known as the 

Medicare Prescription Drug Plan?

1: Goto MCPRPTDX
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1. Yes

2. No

2,DK,RF: Goto End_Person

13B - Medicare MCPRPTDX What is (your/NAME's) monthly premium for ^Yourhisher Medicare Part D 

prescription drug plan?

IF entry lt 5 or gt 100 then goto ERR1_MCPRPTDX

ELSE goto End_Person

13B - Medicare End_Person ** Not Displayed ** Goto MCCHOICE for the next appropriate person.

If no more persons than exit the medicare block and

 IF 4, 5, OR 7 selected in HIKIND OR MCAIDPRB = 1 

then goto BlkMedicaid

 ELSEIF 8 selected in HIKIND OR SINCOV = 1 then 

goto Tblsingleserv

 ELSEIF 1 OR 3 selected in HIKIND goto BlkPrivate

 ELSEIF 6 selected in HIKIND goto BlkMilitary 

 ELSE goto Partb_End

13B - Medicaid MEDICAID Earlier I recorded that (you/your household) (are/is) covered by 

Medicaid^MDCDSTfill. Is that correct?

1. Yes

2. No

1: IF NUMHOUSE = 1 then goto MXCHNG

 ELSE goto MDCDCOV

2,DK,RF: IF 5 selected in HIKIND then goto CHIP

 ELSEIF 7 selected in HIKIND then goto IHS

 ELSE exit Medicaid/CHIP/IHS block and

 IF 8 selected in HIKIND OR SINCOV = 1 

then goto Tblsingleserv

 ELSEIF 1 OR 3 selected in HIKIND goto 

BlkPrivate

 ELSEIF 6 selected in HIKIND goto 

BlkMilitary 

 ELSE goto PartB_End

13B - Medicaid MDCDCOV How many members of your household are covered by 

Medicaid^MDCDSTfill?

IF MDCDCOV gt number of CU members then goto 

CK_MDCDCOV

ELSE goto MXCHNG

13B - Medicaid MXCHNG Was (your/your household's) Medicaid obtained through Healthcare.gov 

or the (Health Insurance Marketplace, such as (state name)/Health 

Insurance Marketplace)?

Goto MEDPREM
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1. Yes

2. No

13B - Medicaid MEDPREM A health insurance premium is the amount you or a family member pays 

each month for healthcare coverage. Do (you/you or anyone in your 

household) pay a premium for your Medicaid^MDCDSTfill plan?

1. Yes

2. No

1: Goto MDCDPRMX

2,DK,RF: IF 5 selected in HIKIND then goto CHIP

 ELSEIF 7 selected in HIKIND then goto IHS

 ELSE exit Medicaid/CHIP/IHS block and IF 8 

selected in HIKIND OR SINCOV = 1 then goto 

Tblsingleserv

 ELSEIF 1 OR 3 selected in HIKIND goto 

BlkPrivate

 ELSEIF 6 selected in HIKIND goto 

BlkMilitary 

 ELSE goto PartB_End

13B - Medicaid MDCDPRMX What is the monthly premium for this Medicaid^MDCDSTfill plan? IF entry gt 100 then goto ERR1_MDCDPRMX

ELSEIF 5 selected in HIKIND then goto CHIP

ELSEIF 7 selected in HIKIND then goto IHS

ELSE exit Medicaid/CHIP/IHS block and IF 8 selected 

in HIKIND OR SINCOV = 1 then goto Tblsingleserv

 ELSEIF 1 OR 3 selected in HIKIND goto 

BlkPrivate

 ELSEIF 6 selected in HIKIND goto BlkMilitary 

 ELSE goto PartB_End

13B - Medicaid CHIP Earlier I recorded that (you/your household) (are/is) covered by the 

Children's Health Insurance Program (CHIP)^ST_CHIP. Is that correct?

1. Yes

2. No

1: IF NUMHOUSE = 1 then goto CHXCHNG

 ELSE goto CHIPCOV

2,DK,RF: IF 7 selected in HIKIND then goto IHS

 ELSE exit Medicaid/CHIP/IHS block and IF 8 

selected in HIKIND OR SINCOV = 1 then goto 

Tblsingleserv

 ELSEIF 1 OR 3 selected in HIKIND goto 

BlkPrivate

 ELSEIF 6 selected in HIKIND goto 

BlkMilitary 

 ELSE goto PartB_End

13B - Medicaid CHIPCOV How many members of your household are covered by CHIP^ST_CHIP? IF CHIPCOV gt number of CU members then goto 

CK_CHIPCOV
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ELSE goto CHXCHNG

13B - Medicaid CHXCHNG Was (your/your household's) CHIP plan obtained through Healthcare.gov 

or the (Health Insurance Marketplace, such as (state name)/Health 

Insurance Marketplace)?

1. Yes

2. No

Goto STRFPRM1

13B - Medicaid STRFPRM1 A health insurance premium is the amount you or a family member pays 

each month for healthcare coverage. Do (you/you or anyone in your 

household) pay a premium for CHIP^ST_CHIP?

1. Yes

2. No

1: Goto CHIPPRMX

2,DK,RF: IF 7 selected in HIKIND then goto IHS

 ELSE exit Medicaid/CHIP/IHS block and

 IF 8 selected in HIKIND OR SINCOV = 1 

then goto Tblsingleserv

 ELSEIF 1 OR 3 selected in HIKIND goto 

BlkPrivate

 ELSEIF 6 selected in HIKIND goto 

BlkMilitary 

 ELSE goto PartB_End

13B - Medicaid CHIPPRMX What is the monthly premium for CHIP^ST_CHIP? IF entry gt 100 then goto ERR1_CHIPPRMX

ELSEIF 7 selected in HIKIND then goto IHS

ELSE exit Medicaid/CHIP/IHS block and

 IF 8 selected in HIKIND OR SINCOV = 1 then goto 

Tblsingleserv

 ELSEIF 1 OR 3 selected in HIKIND goto BlkPrivate

 ELSEIF 6 selected in HIKIND goto BlkMilitary 

 ELSE goto PartB_End

13B - Medicaid IHS Earlier I recorded that (you/your household) (are/is) covered by the Indian 

Health Service (IHS). 

Is that correct?

1. Yes

2. No

1: IF NUMHOUSE = 1 then exit Medicaid/CHIP/IHS 

block and IF 8 selected in HIKIND OR SINCOV = 1 then 

goto Tblsingleserv

 ELSEIF 1 OR 3 selected in HIKIND goto 

BlkPrivate

 ELSEIF 6 selected in HIKIND goto BlkMilitary 

 ELSE goto PartB_End

 ELSE goto IHSCOV

2,DK,RF: Exit Medicaid/CHIP/IHS block and IF 8 

selected in HIKIND OR SINCOV = 1 then goto 

Tblsingleserv
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 ELSEIF 1 OR 3 selected in HIKIND goto 

BlkPrivate

 ELSEIF 6 selected in HIKIND goto 

BlkMilitary 

 ELSE goto PartB_End

13B - Medicaid IHSCOV How many members of your household are covered by IHS? IF IHSCOV gt number of CU members then goto 

CK_IHSCOV

ELSE Exit Medicaid/CHIP/IHS block and IF 8 selected 

in HIKIND OR SINCOV = 1 then goto Tblsingleserv

 ELSEIF 1 OR 3 selected in HIKIND goto 

BlkPrivate

 ELSEIF 6 selected in HIKIND goto BlkMilitary 

 ELSE goto PartB_End

13B - Medicaid SSTYPE (You mentioned that (you have/your household has) a single-service plan 

- that is, an insurance plan that provides one specific type of coverage.) 

Let's talk about your (first/next) single-service plan. 

What type of service or care does your single-service plan pay for?

1. Dental care

2. Long-term care

3. Prescriptions

4. Vision care

5. Other (specify)

888. Delete the Line

1-4, DK, RF: Goto SSNSCMP

5: Goto SSOTHER

888: Goto SSMORE

13B – Single Serv. PreFill ** SHOW ONLY **

13B – Single Serv. SSOTHER Other type of single-service plan Goto SSNSCMP

13B – Single Serv. SSNSCMP What is the name of the insurance company for this plan?

 Enter name of insurance company, not the insurance agent

IF NUMHOUSE = 1 then goto SSGROUP

ELSE goto SSCOVQ

13B – Single Serv. SSCOVQ How many household members are/were covered by this plan? 1-30: IF SSCOVQ gt NUMHOUSE then goto 

CK_SSCOVQ

 ELSE goto SSGROUP

DK,RF: Goto SSGROUP

13B – Single Serv. SSGROUP Was the plan obtained on an individual or group basis? Goto SSPRYOU
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1. Individually obtained

2. Group through place of employment

3. Group through other organization

13B – Single Serv. SSPRYOU (Do/Does) (you/your household) pay ANY portion of the premiums for this 

plan?

1. Yes

2. No

1,DK,RF: Goto SSPRDED

2: Goto SSPROUT

13B – Single Serv. SSPROUT Who pays the plan premiums?

1. An employer or union?

2. Another group or persons outside your household?

Goto SSMORE

13B – Single Serv. SSPRDED Are any premiums paid through payroll deductions?

 

1. Yes

2. No

Goto SSRPMPD

13B – Single Serv. SSRPMPD How often are payments made for (entry for SSNSCMP/this plan ) 

(including payroll deductions/ )?

 

1. Once a week

2. Once every 2 weeks

3. Twice a month

4. Once a month

5. Every 2 months

6. Quarterly (every 3 months)

7. Once every 4 months

8. Twice a year (every 6 months)

9. Once a year

10. Other

1-9: Goto SSRPMXB

10,DK,RF: Goto SSRGXB

13B – Single Serv. SSRPMXB What is the amount currently paid (periodicity)? 1-99999: IF SSRPMXB = ??? then goto 

ERR1_SSRPMXB 

 ELSE goto SSMORE

DK,RF: Goto SSMORE

13B – Single Serv. SSRGXB What was the total expense paid for this plan since (reference month) not 1-99999: IF SSRGXB = ??? then goto 
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including this month? ERR1_SSRGXB 

 ELSE goto SSMORE

DK,RF: Goto SSMORE

13B – Single Serv. SSMORE (Do/Does) (you/your household) have any other single-service plans - that 

is, any other insurance plans that provide one specific type of coverage?

 

1. Yes

2. No

1: IF ROW number = 12 then goto ERR_MAX

 ELSE goto SSTYPE for next plan, next line of 

grid

2,DK,RF: Exit single service block and 

 IF 1 OR 3 selected in HIKIND goto 

BlkPrivate

 ELSEIF 6 selected in HIKIND goto 

BlkMilitary 

 ELSE goto PartB_End

13B – Private Ins. HINSCMP ^HINSCMP_fill

Let's talk about your (first/next) private health insurance plan.

What is the name of the insurance company for this plan?

 Enter name of insurance company, not the insurance agent

 Enter 888 to delete the line 

IF 888 then goto HHIMORE

ELSEIF 3 selected in HIKIND then goto MEDIGAP

ELSEIF NUMHOUSE = 1 then goto PLNMGD

ELSE goto HHICOVQ

13B – Private Ins. MEDIGAP Is this a Medicare Supplemental Insurance plan?

 Medicare Supplemental Insurance is also known as "Medi-Gap" insurance

1. Yes

2. No

IF NUMHOUSE = 1 then goto PLNMGD

ELSE goto HHICOVQ

13B – Private Ins. HHICOVQ How many household members are/were covered by this plan? 0-30: IF HHICOVQ greater than NUMHOUSE then 

goto CK_HHICOVQ

 ELSEIF ((MEDIGAP = 1) AND (HHICOVQ gt 

TotalMedicare) then goto CK_HHICOVQ2

 ELSE goto PLNMGD

DK,RF: Goto PLNMGD

13B – Private Ins. PLNMGD Is this plan an HMO (Health Maintenance Organization), an IPA (Individual 

Practice Association), a PPO (Preferred Provider Organization), or fee-forservice?

1. HMO/IPA

1: Goto FSA

2,DK,RF: Goto HSAHRA
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2. PPO/Fee-for-service

13B – Private Ins. HSAHRA With this plan, is there a special account or fund that can be used to pay 

for medical expenses? The accounts are sometimes referred to as 

Health Savings Accounts (HSAs), Health Reimbursement Accounts 

(HRAs), Personal Care accounts, Personal Medical funds, or Choice 

funds, and are different from Flexible Spending Accounts.

1. Yes

2. No

Goto FSA

13B – Private Ins. FSA Do (you/you or any members of your household) have a Flexible 

Spending Account for health expenses? These accounts are offered by 

some employers to allow employees to set aside pre-tax dollars of their 

own money for their use throughout the year to reimburse themselves for 

their out-of-pocket expenses for health care. With this type of account, 

any money remaining in the account at the end of the year, following a 

short grace period, is lost to the employee.

1. Yes

2. No

Goto HHIGROUP

13B – Private Ins. HHIGROUP Was the plan obtained on an individual or group basis? 

1. Individually obtained

2. Group through place of employment

3. Group through other organization

1,3,DK,RF: Goto PORTAL

2: Goto HHIPRYOU

13B – Private Ins. PORTAL Was the plan obtained through ^ST_PORTAL Healthcare.gov?

1. Yes

2. No

1: Goto PORTPLAN

2,DK,RF: Goto HHIPRYOU

13B – Private Ins. PORTPLAN Is this plan a platinum, gold, silver, bronze, or catastrophic plan?

1. Platinum plan

2. Gold plan

3. Silver plan

4. Bronze plan

5. Catastrophic plan

Goto HHIPRYOU

13B – Private Ins. HHIPRYOU (Do/Does) (you/your household) pay ANY portion of the premiums for this 

plan?

1,DK,RF: Goto HHIPRDED

2: Goto HHIPROUT
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1. Yes

2. No

13B – Private Ins. HHIPROUT Who pays the policy premiums?

1. An employer or union?

2. Another group or persons outside your household?

IF PORTAL = 1 goto PREMSUBS

ELSE goto HHIMORE

13B – Private Ins. HHIPRDED Are any premiums paid through payroll deductions?

 

1. Yes

2. No

Goto HHIRPMPD

13B – Private Ins. HHIRPMPD How often are payments made for (entry for HINSCMP/this plan ) 

(including payroll deductions/ )?

 

1. Once a week

2. Once every 2 weeks

3. Twice a month

4. Once a month

5. Every 2 months

6. Quarterly (every 3 months)

7. Once every 4 months

8. Twice a year (every 6 months)

9. Once a year

10. Other

1-9: Goto HHIRPMXB

10,DK,RF: Goto HHIIRGXB

13B – Private Ins. HHIRPMXB What is the amount currently paid ^PERIOD_PI? ^HHIRPMXB_fill 1-99999: IF HHIRPMXB = ??? then goto 

ERR1_HHIRPMXB 

 ELSEIF PORTAL = 1 then goto PREMSUBS

 ELSE goto HHIMORE

DK,RF: IF PORTAL = 1 then goto PREMSUBS

 ELSE goto HHIMORE

13B – Private Ins. HHIIRGXB What was the total expense paid for this plan since (reference month) not 

including this month? ^HHIRPMXB_fill

1-99999: IF HHIIRGXB = ??? then goto 

ERR1_HHIIRGXB

 ELSEIF PORTAL = 1 then goto PREMSUBS

 ELSE goto HHIMORE

DK,RF: IF PORTAL = 1 then goto PREMSUBS
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 ELSE goto HHIMORE

13B – Private Ins. PREMSUBS Is the cost of the premium subsidized based on (your/your household's) 

income?

 Subsidized health coverage is insurance with a reduced premium. Low

 and middle income families are eligible to receive tax credits that allow

 them to pay lower premiums for insurance bought through healthcare

 exchanges or marketplaces.

1. Yes

2. No

1: goto HHISUBPD

2, DK, RF: goto HHIMORE

13B – Private Ins. HHISUBPD Is the subsidy paid directly to the health insurance company?

1. Yes

2. No

Goto HHIMORE

13B – Private Ins. HHIMORE (Do/Does) (you/you or any members of your household) have any other 

private health insurance plans?

 

1. Yes

2. No

1: IF ROW number = 12 then goto ERR_MAX

 ELSE goto HINSCMP for next plan, next line of 

grid

2,DK,RF: Exit private insurance table and

 IF 6 selected in HIKIND goto BlkMilitary 

 ELSE goto PartB_End

13B - Military MILITARY Earlier I recorded that (you/your household) are covered by military health 

care. Is that correct?

1. Yes

2. No

1: Goto MILSPC

2,DK,RF: Exit Military ins block and goto PartB_End

13B - Military MILSPC What (other types/types) of military health care (are/is) (you/your 

household) covered by?

 Enter all that apply, separate with commas

1. ^MILSPCOpt1_fill

2. ^MILSPCOpt2_fill

3. ^MILSPCOpt3_fill

4. ^MILSPCOpt4_fill

1-4: IF 4 selected then goto MILSPCOT

 ELSEIF 2 or 3 selected AND NUMHOUSE gt 1

then goto MILVACOV

 ELSEIF 1 selected then goto MILMAN

DK, RF: Exit military block and goto PartB_End

13B - Military MILSPCOT Other military coverage - specify: IF NUMHOUSE gt 1 then goto MILOTCOV
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ELSEIF 1 selected in MILSPC then goto MILMAN

ELSE exit military block and goto PartB_End

13B - Military MILOTCOV How many members of your household are covered by ^MILSPCOT_fill? IF MILOTCOV gt the number of CU members then goto 

CK_MILOTCOV

ELSEIF 2 or 3 selected in MILSPC then goto 

MILVACOV

ELSEIF 1 selected in MILSPC then goto MILMAN

ELSE exit military block and goto PartB_End

13B - Military MILVACOV How many members of your household are covered by (VA or CHAMPVA/VA/CHAMP-VA)?IF MILVACOV gt the number of CU members then goto 

CK_MILVACOV

ELSEIF 1 selected in MILSPC then goto MILMAN

ELSE exit military block and goto PartB_End

13B - Military MILMAN Is your TRICARE plan - TRICARE Prime, TRICARE Extra, TRICARE 

Standard, or TRICARE for Life?

 If more than one plan type, select 'other (specify)'

1. TRICARE Prime

2. TRICARE Extra

3. TRICARE Standard

4. TRICARE for Life

5. TRICARE other (specify)

1-3,DK,RF: Goto TRIRPMPD

4: Exit Military block and goto PartB_End

5: Goto MILMANOT

13B - Military MILMANOT Other type of TRICARE coverage - specify: Goto TRIRPMPD

13B - Military TRIRPMPD How often are payments made for ^TRICARE_fill including payroll 

deductions?

1. Once a week

2. Once every 2 weeks

3. Twice a month

4. Once a month

5. Every 2 months

1-9: Goto TRIRPMXB

10,DK,RF: Goto TRIIRGXB
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6. Quarterly (every 3 months)

7. Once every 4 months

8. Twice a year (every 6 months)

9. Once a year

10. Other

13B - Military TRIRPMXB What is the amount currently paid (periodicity)? If entry = ??? then goto ERR1_TRIRPMXB

Exit military block and goto PartB_End

13B - Military TRIIRGXB What was the total expense paid for ^TRICARE_fill since (reference 

month) not including this month?

IF ENTRY = ??? then goto ERR1_TRIIRGXB

Else exit military block and goto PartB_End

13B PartB_END ** Not displayed ** Exit Sect13 block and goto Section 14

14A S14AINTRO 35-36

Now I am going to ask some questions about medical payments and 

reimbursements. I will begin with your payments.

By payments I mean any co-pays and out-of-pocket expenses. 

Include all payments, even those for persons who are outside of your 

household.

 Description Amount Month 

 (MEDPDESC) (MEDPMTX) (MEDPMTMO)

1. Enter 1 to Continue

Goto BSect14.BTABLEA.BROW.ITEM

14A ITEM SCREEN 1--------------------------------------------------------------

35 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) made any payments for the following?

 Read each item on list

SCREEN 2 -------------------------------------------------------------------------

 36 ? [F1]

Have (you/you or any members of your household) made any payments 

for --

1-15: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

95: Goto next ROW

99: Goto S14A_END

888: IF no more rows then goto S14A_END

 ELSE goto ITEM - next row of the table
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Section Variable Name Question Text Skip Instructions

 Read each item on list

1. Eye examinations, treatment, or surgery

2. Purchase of eye glasses or contact lenses

3. Dental care

4. Hospital room or hospital services

5. Services by medical professionals other than physicians

6. Physician services

7. Lab tests or x-rays

8. Care in convalescent or nursing homes

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

home

10. Adult day care centers

11. Other medical care and services

12. Hearing aids

13. Prescription drugs

14. Purchase or rental of supportive or rehabilitative equipment

15. Purchase or rental of medical or surgical equipment for general use

95. Continue List

99. None/No more entries

888. Delete a line

14A ServiceOrItem ** SHOW ONLY **

14A DESCRIPTION Ask if not apparent

 Describe the care/service/item.

 Description Amount Month 

 (MEDPDESC) (MEDPMTX) (MEDPMTMO)

IF ITEM = 5 then goto MEDPNOUT

ELSEIF ITEM = 14 or 15 then goto MEDPPRNT

ELSE goto MEDPGFTC

14A MEDPNOUT Was this service provided inside or outside the home? 

 Description Amount Month 

 (MEDPDESC) (MEDPMTX) (MEDPMTMO)

1. Inside the home

2. Outside the home

Goto MEDPGFTC

14A MEDPPRNT Ask if not apparent

Was this for a purchase or rental? 

Goto MEDPGFTC
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 Description Amount Month 

 (MEDPDESC) (MEDPMTX) (MEDPMTMO)

1. Purchase

2. Rental

14A MEDPGFTC Ask if not apparent

(Was/Were) the (description) for a member of your household or 

someone outside of your household?

 

 Description Amount Month 

 (MEDPDESC) (MEDPMTX) (MEDPMTMO)

1. Household member

2. Non-household member

Goto MONTH

14A MONTH In what month was(were) the payment(s) made?

 ^S15A_13Fill 

 Description Amount Month 

 (MEDPDESC) (MEDPMTX) (MEDPMTMO)

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

13. ^S14_13Option

REF_MONTH - CUR_MONTH: IF (MONTH is not 

within the reference period) then goto ERR3_MONTH

 ELSE goto AMOUNT

13,DK,RF: Goto AMOUNT

14A AMOUNT (What was the total amount paid in (month)?/What was the total amount 1-999999: IF [(MEDPCARY = 110 and AMOUNT lt 5 
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paid?/What is your monthly expense?)

 Description Amount Month 

 (MEDPDESC) (MEDPMTX) (MEDPMTMO)

or gt 2000) or (MEDPCARY = 120 and AMOUNT lt 10 

or gt 450) or (MEDPCARY = 200 and AMOUNT lt 6 or 

gt 1400) or (MEDPCARY = 330 and AMOUNT lt 5 or gt 

5000) or (MEDPCARY = 410 and AMOUNT lt 5 or gt 

800) or (MEDPCARY = 420 and AMOUNT lt 5 or gt 

379) or (MEDPCARY = 510 and AMOUNT lt 5 or gt 

800) or (MEDPCARY = 520 and AMOUNT lt 15 or gt 

8000) or (MEDPCARY = 530 and AMOUNT lt 5 or gt 

650) or (MEDPCARY = 610 and AMOUNT lt 5 or gt 

5000) or (MEDPCARY = 620 and AMOUNT lt 5 or gt 

333) or (MEDPCARY = 635 and AMOUNT lt 6 or gt 

1350) or (MEDPCARY = 655 and AMOUNT lt 5 or gt 

500) or (MEDPCARY = 700 and AMOUNT lt 20 or gt 

10,700) or (MEDPCARY = 710 and AMOUNT lt 5 or gt 

1200) ] AND (MONTH ne 13) then goto 

ERR1_AMOUNT

 ELSEIF MEDPCARY and AMOUNT for this 

record = data on the prechart/input AND (that prechart 

records MEDPMTMO does not equal 13) then goto 

ERR_DUP

 ELSE goto C

DK,RF: Goto C

14A C Enter 'C' for a combined expense C: Goto COMBCODE

EMPTY: Goto MORE

IF anything other than 'C' or blank is entered then goto 

CK_C

14A COMBCODE 35-36 ? [F1]

What is (description) combined with?

 Enter all that apply, separate with commas

 Description Amount Month

Goto MORE
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Section Variable Name Question Text Skip Instructions

 (MEDPDESC) (MEDPMTX) (MEDPMTMO)

1. Eye examinations, treatments, or surgery

2. Purchase of eye glasses or contact lenses

3. Dental care

4. Hospital room or hospital services

5. Services by medical professionals other than physicians

6. Physician services

7. Lab tests or x-rays

8. Care in convalescent or nursing homes

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

home

10. Adult day care centers

11. Other medical care and services

12. Hearing aids

13. Prescription drugs

14. Purchase or rental of supportive or rehabilitative equipment

15. Purchase or rental of medical or surgical equipment for general use

77. Misc. combined (unable to specify/DK)

14A MORE Did (you/you or any members of your household) make any other 

payments for (description)?

 Description Amount Month 

 (MEDPDESC) (MEDPMTX) (MEDPMTMO)

1. Yes

2. No

1: IF ROW number = 40 then goto ERR_MAX

 ELSE goto ITEM, next line on the grid

2,DK,RF: IF ROW number = 40 then goto S14A_END

 ELSE goto ITEM, next line on the grid

14A S14A_END ** Not Displayed ** Exit block and goto S14BINTRO

14B S14BINTRO 35-36

Now I am going to ask some questions about your reimbursements.

By reimbursements I mean any money received for any members of your 

household from an insurance company, medical care provider or nonhousehold member for medical expenses which you previously paid or 

will pay. 

Goto ITEM
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Section Variable Name Question Text Skip Instructions

^HSAHRAFSA_Fill

 Description Amount Month 

 (MEDRDESC) (MEDRMBX) (MEDRMBMO)

1. Enter 1 to Continue

14B ITEM SCREEN 1 ---------------------------------------------------------------------------------------

35 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) received any medical reimbursements for the items I just 

asked about?

 IF YES - What did you get reimbursed for?

 Read each item on list

 

SCREEN 2 ----------------------------------------------------------------------------------------

36 ? [F1]

IF YES - Have you received any reimbursements for --

 Read each item on list

1. Eye examinations, treatment, or surgery

2. Purchase of eye glasses or contact lenses

3. Dental care

4. Hospital room or hospital services

5. Services by medical professionals other than physicians

6. Physician services

7. Lab tests or x-rays

8. Care in convalescent or nursing homes

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

home

10. Adult day care centers

11. Other medical care and services

12. Hearing aids

13. Prescription drugs

1-15: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

95: Goto next ROW

99: Goto S14B_END

888: IF no more grid lines then goto S14B_END

 ELSE goto ITEM - next line of grid
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Section Variable Name Question Text Skip Instructions

14. Purchase or rental of supportive or rehabilitative equipment

15. Purchase or rental of medical or surgical equipment for general use

95. Continue List

99. None/No more entries

888. Delete a line

14B ServiceOrItem ** SHOW ONLY **

14B DESCRIPTION Ask if not apparent

 Describe the care/service/item.

 Description Amount Month 

 (MEDRDESC) (MEDRMBX) (MEDRMBMO)

IF ITEM = 5 then goto MEDRNOUT

ELSEIF ITEM = 14 or 15 then goto MEDRPRNT

ELSE goto MEDRGFTC

14B MEDRPRNT Ask if not apparent

Was this for a purchase or rental? 

 Description Amount Month 

 (MEDRDESC) (MEDRMBX) (MEDRMBMO)

1. Purchase

2. Rental

Goto MEDRGFTC

14B MEDRNOUT Was this service provided inside or outside the home? 

 Description Amount Month 

 (MEDPDESC) (MEDPMTX) (MEDPMTMO)

1. Inside the home

2. Outside the home

Goto MEDRGFTC

14B MEDRGFTC Ask if not apparent

(Was/Were) the (description) for a member of your household or 

someone outside of your household?

 Description Amount Month 

 (MEDRDESC) (MEDRMBX) (MEDRMBMO) 

 

Goto MONTH
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Section Variable Name Question Text Skip Instructions

1. Household member

2. Non-household member

14B MONTH In what month was(were) the reimbursement(s) received?

 Description Amount Month 

 (MEDRDESC) (MEDRMBX) (MEDRMBMO)

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

REF_MONTH - CUR_MONTH: IF entry not within the 

reference period then goto ERR3_MONTH

 ELSE goto AMOUNT

DK,RF: Goto AMOUNT

14B AMOUNT What was the total amount received (in month)?

 Description Amount Month 

 (MEDRDESC) (MEDRMBX) (MEDRMBMO)

1-999999: IF (MEDRCARY = 110 and AMOUNT lt 5 or 

gt 2300) OR (MEDRCARY = 120 and AMOUNT lt 13 or 

gt 450) OR (MEDRCARY = 200 and AMOUNT lt 20 or 

gt 1400) OR (MEDRCARY = 330 and AMOUNT lt 5 or 

gt 5000) OR (MEDRCARY = 410 and AMOUNT lt 8 or 

gt 800) OR (MEDRCARY = 420 and AMOUNT lt 5 or gt 

980) OR (MEDRCARY = 510 and AMOUNT lt 5 or gt 

800) OR (MEDRCARY = 520 and AMOUNT lt 5 or gt 

8000) OR (MEDRCARY = 530 and AMOUNT lt 5 or gt 

650) OR (MEDRCARY = 610 and AMOUNT lt 10 or gt 

3208) OR (MEDRCARY = 620 and AMOUNT lt 7 or gt 

850) OR (MEDRCARY = 635 and AMOUNT lt 15 or gt 

1350) OR (MEDRCARY = 655 and AMOUNT lt 32 or gt 

500) OR (MEDRCARY = 700 and AMOUNT lt 20 or gt 

10700) or (MEDRCARY = 710 and AMOUNT lt 5 or gt 

1200) then goto ERR1_AMOUNT

 ELSEIF MEDRCARY and the entry in 

AMOUNT for this record are equal to any records data 
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Section Variable Name Question Text Skip Instructions

in the pre-chart/input then goto ERR_DUP

 ELSE goto C

DK,RF: Goto C

14B C Enter 'C' for a combined reimbursement C: Goto COMBCODE

EMPTY: Goto MORE

IF anything other than 'C' or the enter key is entered 

then goto CK_C

14B COMBCODE 35-36 ? [F1]

What other medical reimbursement is (description) combined with?

 Enter all that apply, separate with commas

 Description Amount Month 

 (MEDRDESC) (MEDRMBX) (MEDRMBMO)

1. Eye examinations, treatments, or surgery

2. Purchase of eye glasses or contact lenses

3. Dental care

4. Hospital room or hospital services

5. Services by medical professionals other than physicians

6. Physician services

7. Lab tests or x-rays

8. Care in convalescent or nursing homes

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

home

10. Adult day care centers

11. Other medical care and services

12. Hearing aids

13. Prescription drugs

14. Purchase or rental of supportive or rehabilitative equipment

15. Purchase or rental of medical or surgical equipment for general use

77. Misc. combined (unable to specify/DK)

Goto MORE

14B MORE Did (you/you or any members of your household) receive any other 1: IF ROW number = 22 then goto ERR_MAX
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Section Variable Name Question Text Skip Instructions

reimbursements for (description)?

 Description Amount Month 

 (MEDRDESC) (MEDRMBX) (MEDRMBMO)

1. Yes

2. No

 ELSE goto ITEM, next line of grid

2,DK,RF: IF ROW number = 22 then goto S14B_END

 ELSE goto ITEM, next line of grid

14B S14B_END ** Not Displayed ** Exit block and goto Section 15 - BSect15

15A S15A1_INTRO 33

Now I am going to ask about your non-health insurance policies.

(Include policies paid by your household for someone outside your 

household./ ) 

Policy|Insurance | |Insurance|Paid|Payroll |Payment|Paid |Time

Number|Description|Type| Company | By |Deduction|Period |Total|Period 

|Payment

1. Enter 1 to Continue

IF there are any active Policies listed on the inventory 

chart (850023.PLCYSTAB <> 1) then goto BSect15A

Block

ELSE goto S13A_END

15A PLCYSTIL Do (you/you or any members of your household) still have or make 

payments for the (life or disability/auto/homeowner's/tenants'/other type 

of non-health) insurance policy from (Insurance Company)? 

Policy|Insurance | |Insurance|Paid|Payroll |Payment|Paid |Time

Number|Description|Type| Company | By |Deduction|Period |Total|Period 

|Payment

1. Yes

2. No

IF 850025.PREMYOU = 2 then goto S15A_END

ELSE goto INSEX3A

15A INSEX3A Since the first of (reference month) not including this month, have you 

had any expenses for this policy?

Policy|Insurance | |Insurance|Paid|Payroll |Payment|Paid |Time

Number|Description|Type| Company | By |Deduction|Period 

|Total|Period|Payment

1. Yes

1: IF 850025.INSRPMPD = 1-9 then goto INSLSTTM

 ELSE goto INSRPMPA

2,DK,RF: Goto S15A_END
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Section Variable Name Question Text Skip Instructions

2. No

15A INSLSTTM Last time, I recorded that payments are made (once a week/once every 2 

weeks/twice a month/once a month/every 2 months/every 3 months/every 

4 months/every 6 months/once a year). 

Is that still correct?

Policy|Insurance | |Insurance|Paid|Payroll |Payment|Paid |Time

Number|Description|Type| Company | By |Deduction|Period 

|Total|Period|Payment

1. Yes

2. No

1: Goto INSREGXA

2,DK,RF: Goto INSRPMPA

15A INSRPMPA How often are payments made( including payroll deductions?/?)

Policy |Insurance | |Insurance |Paid|Payroll |Payment|Paid | 

Time

Number|Description|Type| Company | By |Deduction|Period |Total | Period 

|Payment

1. Once a week

2. Once every 2 weeks

3. Twice a month

4. Once a month

5. Every 2 months

6. Quarterly (every 3 months)

7. Once every 4 months

8. Twice a year (every 6 months)

9. Once a year

10. Other

1-9: Goto INSREGXA

10,DK,RF: Goto INSEX3AX

15A INSREGXA What is the amount currently paid(Periodicity)?/?)

Policy|Insurance | |Insurance|Paid|Payroll |Payment|Paid |Time

Number|Description|Type| Company | By |Deduction|Period 

|Total|Period|Payment

Goto S15A_END

15A INSEX3AX Since the first of (reference month) not including this month, how much 1-99999: IF (850025.POLICYYB = 100 and 
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Section Variable Name Question Text Skip Instructions

was paid?

Policy|Insurance | |Insurance|Paid|Payroll |Payment|Paid |Time

Number|Description|Type| Company | By |Deduction|Period 

|Total|Period|Payment

INSEX3AX gt 750) OR (850025.POLICYYB = 200 and 

INSEX3AX gt 1100) OR (850025.POLICYYB = 300 and 

INSEX3AX gt 1000) OR (850025.POLICYYB = 400 and 

INSEX3AX gt 340) OR (850025.POLICYYB = 500 and 

INSEX3AX gt 936) then goto ERR1_INSEX3AX

 ELSE goto S15A_END

DK,RF: Goto S15A_END

15A S15A_END ** Non Displayed ** IF no more active policies in the table then exit block 

and goto BTableB - S15B

ELSE goto PLCYSTIL for then next active policy

15B ITEM 33 ? [F1]

(Do ^YOU_ANYMEM have any or pay for any -/Since the first of 

^REF_MONTH have ^YOU_ANYMEM purchased o 

 Read each item on list

1. Life insurance or other policies which provide benefits in case of death or 

disability?

2. Homeowners' insurance?

3. Renters' insurance?

4. Automobile or other vehicle insurance?

5. Other types of non-health insurance?

99. None/No more entries

888. Delete a line

1-5: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto INSCOMP

99: Goto S15B_END

888: IF no more rows in the table then goto 

S15B_END

 ELSE goto ITEM - next row of the table

15B PreFill ** SHOW ONLY **

15B INSCOMP What is the name of the insurance company for your (long term care/life 

or disability/homeowners'/tenants'/vehicle/other type of insurance) 

policy?

 Enter name of insurance company, not the insurance agent.

Goto INSDESC

15B DESCRIPTION Briefly describe the policy. IF ITEM = 2 then goto INSPROP

ELSE goto PREMYOU

15B INSPROP Which property (ies) does this policy cover?

 Enter number of each property covered, separate with commas.

1-20: IF any entry is higher than the number of 

properties or a blank answer list option then goto 

CK_INSPROP
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Section Variable Name Question Text Skip Instructions

1. PROPDESC[1]

2. PROPDESC[2]

3. PROPDESC[3]

4. PROPDESC[4]

5. PROPDESC[5]

6. PROPDESC[6]

7. PROPDESC[7]

8. PROPDESC[8]

9. PROPDESC[9]

10. PROPDESC[10]

11. PROPDESC[11]

12. PROPDESC[12]

13. PROPDESC[13

14. PROPDESC[14]

15. PROPDESC[15]

16. PROPDESC[16]

17. PROPDESC[17]

18. PROPDESC[18]

19. PROPDESC[19]

20. PROPDESC[20]

99. Property not owned or rented by the household

 ELSE goto PREMYOU

99,DK,RF: Goto PREMYOU

15B PREMYOU (Do/Does) (you/your household) pay ANY portion of the premiums for this 

policy?

1. Yes

2. No

1, DK, RF: Goto PAYDEDPR

2: Goto PREMOUT

15B PREMOUT Who pays the policy premiums?

1. An employer or union?

2. Another group or persons outside your household?

Goto C

15B PAYDEDPR Are any premiums paid through payroll deductions?

 

1. Yes

2. No

Goto INSRPMPD

15B INSRPMPD How often are payments made( including payroll deductions?/?) 1-9: Goto INSRPMXB
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Section Variable Name Question Text Skip Instructions

1. Once a week

2. Once every 2 weeks

3. Twice a month

4. Once a month

5. Every 2 months

6. Quarterly (every 3 months)

7. Once every 4 months

8. Twice a year (every 6 months)

9. Once a year

10. Other

10,DK,RF: Goto INSEXPBX

15B INSRPMXB What is the amount currently paid (once a week/once every 2 weeks/twice 

a month/once a month/every 2 months/every 3 months/every 4 

months/every 6 months/once a year)( including payroll deductions?/?)

Goto C

15B INSEXPBX Since the first of (reference month) not including this month, what was 

(your/your household's) total expense for this insurance policy?

 

 Enter the actual amount the household paid. Do not include any 

expenses paid for the household by others.

1-99999: IF (ITEM = 1 and INSEXPBX gt 750) OR 

(ITEM = 2 and INSEXPBX gt 1000) OR (ITEM = 3 and 

INSEXPBX gt 340) OR (ITEM = 4 and INSEXPBX gt 

1100) OR (ITEM = 5 and INSEXPBX gt 936) then goto 

ERR1_INSEXPBX

 ELSE goto C

0,DK,RF: Goto C

15B C Enter "C" for a combined expense C: Goto COMBCODE

EMPTY: Goto MORE

IF anything other than a 'C' or the enter key is entered 

then goto CK_C

15B COMBCODE 33 ? [F1]

What other type of policy is the (Insurance type) combined with?

 Enter all that apply, separate with commas.

1. Life insurance or other policies which provide benefits in case of death or 

disability

2. Homeowners' insurance

IF 2 is selected then goto COMBPROP

ELSE goto MORE
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Section Variable Name Question Text Skip Instructions

3. Renters' insurance

4. Automobile or other vehicle insurance

5. Other types of non-health insurance

77. Misc. combined (unable to specify/DK)

15B COMBPROP Which property (ies) did this policy cover?

 Enter number of each property covered, separate with commas.

1. PROPDESC[1]

2. PROPDESC[2]

3. PROPDESC[3]

4. PROPDESC[4]

5. PROPDESC[5]

6. PROPDESC[6]

7. PROPDESC[7]

8. PROPDESC[8]

9. PROPDESC[9]

10. PROPDESC[10]

11. PROPDESC[11]

12. PROPDESC[12]

13. PROPDESC[13

14. PROPDESC[14]

15. PROPDESC[15]

16. PROPDESC[16]

17. PROPDESC[17]

18. PROPDESC[18]

19. PROPDESC[19]

20. PROPDESC[20]

99. Property not owned or rented by the household

1-20: IF any entry is higher than the number of 

properties or a blank answer list option then goto 

CK_COMBPROP

 ELSE goto MORE

99,DK,RF: Goto MORE

15B MORE (Do ^You_Anymem have any or make payments for any other 

^inbdescription policy?/Did ^you_Anymem purchase or begin paying for 

any other ^inbdescritpion

1. Yes

2. No

1: IF Row number = 100 then goto ERR_MAX

 ELSE goto ITEM, next row of the table

2,DK,RF: IF Row number = 100 then goto 

S15B_END

 ELSE goto ITEM, next row of the table

16 EDA_INTRO 37 Goto BTableA.Brow.ITEM
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Section Variable Name Question Text Skip Instructions

Now I am going to ask about education expenses. Please include any 

direct payments made for any members of your household or for anyone 

outside your household and any payments you made online or had 

automatically deducted.

 Do NOT include payments made on student loans

 Description Type Month Amount 

 (EDUDESC) (EDSHL_A) (EDMONTHA) (EDEXOXA)

1. Enter 1 to Continue

16 ITEM 37 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) paid for any -

 Read each item on list.

 Baby sitting and in home day care are collected in Section 19A

 Do not include payments on student loans. They are collected in 

Section 22.

1. Recreational lessons or other instructions?

2. Preschool or child day care centers?

3. Tuition, including pre-paid tuition?

4. Housing while attending school?

5. Food or board while attending school?

6. Private school bus service?

7. Test preparation or tutoring services?

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

been reported?

9. Other school related expenses not already reported?

99. None/No more entries

888. Delete the line

1-9: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

99: Goto S16_END

888: IF no more grid lines then goto S16_END

 ELSE goto ITEM - next line of grid

16 PreFill ** SHOW ONLY **

16 DESCRIPTION What was the expense for?

 Description Type Month Amount 

Goto WHO
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Section Variable Name Question Text Skip Instructions

 (EDUDESC) (EDSHL_A) (EDMONTHA) (EDEXOXA)

16 WHO Was this expense for?

 Description Type Month Amount 

 (EDUDESC) (EDSHL_A) (EDMONTHA) (EDEXOXA)

1. Someone inside the household?

2. Someone outside the household?

IF ITEM = 3 or 8 then goto SCHOOL

ELSE goto MONTH

16 SCHOOL Ask if not apparent.

What kind of school or facility was it?

 Description Type Month Amount 

 (EDUDESC) (EDSHL_A) (EDMONTHA) (EDEXOXA)

 

1. College or university

2. Elementary through high school

3. Child day care center

4. Nursery school or preschool

5. Vocational or technical school

6. Other

Goto MONTH

16 MONTH In what month was the payment made?

 Enter 13 for same amount each month of the reference period.

 Description Type Month Amount 

 (EDUDESC) (EDSHL_A) (EDMONTHA) (EDEXOXA)

1. January

2. February

3. March

4. April

5. May

6. June

REF_MONTH - CUR_MONTH: IF entry not in 

reference period then goto ERR3_MONTH

 ELSE goto AMOUNT

13,DK,RF: Goto AMOUNT
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7. July

8. August

9. September

10. October

11. November

12. December

13. Same amount each month.

16 AMOUNT (How much was paid?/How much is paid monthly?)

 Description Type Month Amount 

 (EDUDESC) (EDSHL_A) (EDMONTHA) (EDEXOXA)

1-999999: IF (EDUC_AY = 100 and AMOUNT lt 10 or 

gt 544) OR (EDUC_AY = 200 and AMOUNT lt 20 or gt 

1120) OR (EDUC_AY = 300 and AMOUNT lt 28 or gt 

6000) OR (EDUC_AY = 310 and AMOUNT lt 35 or gt 

3000) OR (EDUC_AY = 320 and AMOUNT lt 10 or gt 

1980) OR (EDUC_AY = 340 and AMOUNT lt 10 or gt 

465) OR (EDUC_AY = 345 and AMOUNT lt 5 or gt 600) 

OR (EDUC_AY = 350 and AMOUNT lt 5 or gt 500) OR 

(EDUC_AY = 360 and AMOUNT lt 5 or gt 600) then 

goto ERR1_AMOUNT

 ELSEIF EDUC_AY and the entry in AMOUNT 

for this record are equal to any records data in the 

prechart/input AND (that prechart records 

EDMONTHA does not equal 13) then goto ERR_DUP

 ELSE goto C

DK,RF: Goto C

16 C Enter 'C' for a combined expense C: Goto COMBCODE

EMPTY: Goto REIMB

IF any entry other than a 'C' or the enter key is entered 

then goto CK_C

16 COMBCODE 37 ? [F1]

What was combined with (Description)?

 Enter all that apply, separate with commas

 Description Type Month Amount 

 (EDUDESC) (EDSHL_A) (EDMONTHA) (EDEXOXA)

Goto REIMB
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1. Recreational lessons or other instructions

2. Preschool or child day care centers

3. Tuition, including pre-paid tuition

4. Housing while attending school

5. Food or board while attending school

6. Private school bus service

7. Test preparation or tutoring services

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

been reported

9. Other school related expenses not already reported

77. Misc. combined (unable to specify/DK)

16 REIMB Has any of this amount been or will any of it be reimbursed

by an employer, agency, or other person?

 Do not include reimbursements from dependent flexible spending 

accounts (FSA).

 Description Type Month Amount 

 (EDUDESC) (EDSHL_A) (EDMONTHA) (EDEXOXA)

 

1. Yes

2. No

1: Goto REIMBX

2,DK,RF: Goto MORE

16 REIMBX How much was or will be reimbursed?

 Do not include reimbursements from dependent flexible spending 

accounts (FSA).

 Description Type Month Amount 

 (EDUDESC) (EDSHL_A) (EDMONTHA) (EDEXOXA)

1-999999: IF entry lt 15 or gt 6000 then goto 

ERR1_REIMBX

 ELSE goto MORE

DK,RF: Goto MORE

16 MORE Did you make any other payments for (Description)?

 Description Type Month Amount 

 (EDUDESC) (EDSHL_A) (EDMONTHA) (EDEXOXA)

 

1: IF ROW number = 34 then goto ERR_MAX

 ELSE goto ITEM, next line of grid

2,DK,RF: IF ROW number = 34 then goto S16_END

 ELSE goto ITEM, next line of grid
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1. Yes

2. No

16 S16_END ** Non displayed ** Goto Section 17 - BSECT17

17 SUB_INTRO 38-39

Now I am going to ask about expenses for subscriptions, memberships, 

books, and entertainment. Please remember to include any payments 

you made online or had automatically deducted. Also, include any 

shipping and handling charges with the cost of any item that was 

shipped.

 Description Month Amount

 (SUBDESC) (SUBMO) (SUBEXPX)

1. Enter 1 to Continue

Goto BTableA.Brow.ITEM

17 ITEM SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

38 ? [F1]

Since the first of (reference month) have (you/you or any members of 

your household) had any membership costs or other expenses related to 

any of the following? Do not include contributions to or membership in 

religious, professional, business, or other tax deductible organizations.

 Read each item on list.

 

SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

38 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) purchased any of the following items for your household 

or for someone outside your household?

 Read each item on list

1-26: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

95: Goto next row

99: Goto S17A_END

888: IF no more grid lines goto S17A_END

 ELSE goto ITEM - next line of grid
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SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

39 ? [F1]

Have you purchased any -

 Read each item on list

 Report blank tapes, CDs, and DVDs in Section 6B under item code 11

1. Golf courses or country clubs

2. Health clubs, fitness centers, swimming pools, weight loss centers, or other 

sports or recreational organizations

3. Fees for participating in sports such as golf, bowling, biking, hockey, football, 

or swimming

4. Vacation clubs

5. Civic, service, fraternal, or other social organizations

6. Credit card membership fees

7. Shopping club memberships including warehouse clubs like Sam's Club and 

discount memberships like Amazon Prime

8. Direct or online dating services

9. Single or season tickets to spectator sports events such as football, baseball,

hockey racing, or track events

10. Single or season tickets to plays, operas, or concerts

11. Movie tickets

12. Tickets to parks or museums

13. Single copies of newspapers, magazines, or periodicals, including digital

14. Subscriptions to newspapers, magazines, or periodicals, including digital

15. Books, digital books, or book subscriptions. Do not include school books 

or reference books.

16. Photo printing or processing

17. Photographic film or disposable cameras

18. Purchased music files, CDs, or records

19. Sirius or XM satellite radio service

20. Subscription music services such as Spotify or Pandora

21. Purchased video files, Blu-Ray discs, or DVDs

22. Rented video files or DVDs or streaming video subscriptions

23. Purchased video games, not including computer games

24. Rented video games
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25. Applications, games, or ringtones for a cellphone or mobile device, not 

already reported

26. Online games or other internet entertainment sites

17 PreFill ** SHOW ONLY **

17 DESCRIPTION (What is the name of the (Description))? / )

(* Ask if not apparent: Describe the item./ )

 Description Month Amount

 (SUBDESC) (SUBMO) (SUBEXPX)

Goto WHO

17 WHO Was this purchase for your household or someone outside your 

household?

 Description Month Amount

 (SUBDESC) (SUBMO) (SUBEXPX)

1. For household

2. For someone outside your household

Goto MONTH

17 MONTH In what month did you have this expense?

(* Enter 13 for same amount each month of the reference period/ )

 Description Month Amount

 (SUBDESC) (SUBMO) (SUBEXPX)

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

REF_MONTH - CUR_MONTH: Goto AMOUNT

13: IF ITEM = 3-7, 9-14, 16-18, 21, 23, 25, or 26 then 

 goto CK_MONTH 

 ELSE goto AMOUNT

DK, RF: go to AMOUNT
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12. December

13. ^S17_13Option

17 AMOUNT (What was the total amount of this expense?/What is ^YR_YRCUS 

monthly expense?) ((Include shipping and handling fees./ ))

(Include ticket/admission service fees and surcharges/ )

 Description Month Amount

 (SUBDESC) (SUBMO) (SUBEXPX)

If (ITEM = 1 or 2 and AMOUNT lt 5 or gt 1060) OR 

(ITEM = 3 and AMOUNT lt 6 or gt 750) OR (ITEM = 4 

and AMOUNT lt 800 or gt 10,000) OR (ITEM = 5 and 

AMOUNT lt 5 or gt 300) OR (ITEM = 6 and AMOUNT lt 

5 or gt 300) OR (ITEM = 7 and AMOUNT lt 5 or gt 300) 

OR (ITEM = 8 and AMOUNT lt 5 or gt 1200) OR (ITEM 

= 9 and AMOUNT lt 5 or gt 2500) OR (ITEM = 10 and 

AMOUNT lt 5 or gt 720) OR (ITEM = 11 and AMOUNT lt 

1 or gt 100) OR (ITEM = 12 and AMOUNT lt 5 or gt 320) 

OR (ITEM = 13 and AMOUNT lt 5 or gt 250) OR (ITEM 

= 14 and AMOUNT lt 7 or gt 145) OR (ITEM = 15 and 

AMOUNT lt 5 or gt 300) OR (ITEM = 16 and AMOUNT lt 

5 or gt 150) OR (ITEM = 17 and AMOUNT lt 5 or gt 100) 

OR (ITEM = 18 and AMOUNT lt 1 or gt 250) OR (ITEM 

= 19 and AMOUNT lt 5 or gt 500) OR (ITEM = 20 and 

AMOUNT lt 1 or gt 100) OR (ITEM = 21 and AMOUNT lt 

1 or gt 209) OR (ITEM = 22 and AMOUNT lt 1 or gt 150) 

OR (ITEM = 23 and AMOUNT lt 8 or gt 200) OR (ITEM 

= 24 and AMOUNT lt 8 or gt 390) OR (ITEM = 25 and 

AMOUNT lt 1 or gt 30) OR (ITEM = 26 and AMOUNT lt 

1 or gt 50) then goto ERR1_AMOUNT

ELSEIF ITEMCODEOUT and the entry in AMOUNT for 

this record are equal to any records data on the prechart/Input then goto ERR_DUP

ELSEIF ITEM = 18, 21, 22, or 25, goto C

ELSE goto MORE

17 C Enter a 'C' for a combined expense.

 Description Month Amount

 (SUBDESC) (SUBMO) (SUBEXPX)

C: goto COMBCODE

empty: IF (ITEM = 18 or 21) AND RT8100.POPGRP 

= 11 then goto SUBSTORE

 ELSE goto MORE

If anything other than a 'C' or the Enter key is entered 

goto CK_C
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17 COMBCODE 39 ? [F1]

What other expense is the (description) combined with?

 Enter all that apply, separate with commas.

 Description Month Amount

 (SUBDESC) (SUBMO) (SUBEXPX)

18. Purchased music files, CDs, or records

21. Purchased video files, Blu-Ray discs, or DVDs

22. Rented video files or DVDs or streaming video subscriptions

25. Applications, games, or ringtones for a cellphone or mobile device not 

already reported

IF (ITEM = 18 or 21) AND RT8100.POPGRP = 11 then 

goto SUBSTORE

ELSE goto MORE

17 SUBSTORE Where were the (description) purchased?

 Enter store, website, or company name

IF uppercase version of the entry = "GROUPON" or 

"GROUPON.COM" then goto ERR_GROUPON

ELSEIF ENTRY contains ".com", ".Com", ".cOm", 

".coM", ".COm", ".CoM", ".cOM", or ".COM", then goto 

MORE

ELSEIF ENTRY = DK or RF then goto MORE

ELSE goto SUBPURCH

17 SUBPURCH Ask if not apparent:

Was this purchased online or in-person?

1. Online

2. In person

3. Other (phone, mail, catalog)

1,3,DK,RF: Goto MORE

2: Goto SUBLOC

17 SUBLOC Where is ^SUBSTORE_fill located?

 Enter city and state

Goto MORE

17 MORE Did you (purchase/pay for renting/pay for) any other (description)?

 Description Month Amount

 (SUBDESC) (SUBMO) (SUBEXPX)

1: IF ROW number = 40 then goto ERR_MAX

 ELSE goto ITEM, next line of grid

2,DK,RF: Goto ITEM, next line of grid
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Section Variable Name Question Text Skip Instructions

 

1. Yes

2. No

17 S17A_END ** Non Displayed ** Goto Section 18 - BSect18

18A ANYOUTSD Now I am going to ask about trips and vacations. 

Since the first of (reference month) have (you/you or any members of 

your household) taken any trips entirely paid for by anyone outside your 

household, such as a business, employer, or relative?

 

1. Yes

2. No

1: Goto NUMOUTSD

2,DK,RF: IF I_18Acoun gt 0 then goto 

TBLSECT18A_1

 ELSE goto ANYTRIPS

18A NUMOUTSD How many? Goto ANYYUPD

18A ANYYUPD Even on trips entirely paid for by someone outside of your household 

there are sometimes miscellaneous expenses which are not paid for. 

Did (you/your household) have any expenses on (this trip/these trips) that 

will not be covered by a business, employer or other non-household 

member?

 

1. Yes

2. No

1: Goto FOODYUPD

2,DK,RF: Goto CHKUNTRP

18A FOODYUPD Did these expenses include anything for . . .

 . . . Food and beverages? 

 

1. Yes

2. No

Goto LODGYUPD

18A LODGYUPD Did these expenses include anything for . . .

 . . . Lodging? 

 

 

1. Yes

2. No

Goto TRANYUPD
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18A TRANYUPD Did these expenses include anything for . . .

 . . . Transportation?

 

 

1. Yes

2. No

Goto ELSEYUPD

18A ELSEYUPD Did these expenses include . . .

 . . . Anything else?

 

 

1. Yes

2. No

1: Goto S18AELSE

2,DK,RF: Goto TOTYUPDX

18A S18AELSE Specify: Goto TOTYUPDX

18A TOTYUPDX What was the total amount of these expenses? 1-99999999: IF entry lt 5 or gt 1200 then goto 

ERR1_TOTYUPDX

 ELSE goto CHKUNTRP

DK,RF: Goto CHKUNTRP

18A1 PLACENAME ** SHOW ONLY **

18A1 ENDTRP1 (Last interview you reported (# of unfinished trips) (trip/trips) which had 

not yet ended. I'd like to ask about (that trip/those trips) now. / ) 

In what month did your trip to (place word for 8500.TRIPPLAC) end?

 Destination Ended How paid Number of trips

 (TRPPLACE) (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

 

0. Trip not ended

1. January

2. February

3. March

4. April

5. May

6. June

7. July

0: IF no more unended trips then exit block and 

 goto ANYTRIPS

 ELSE goto next line on grid

REF_MONTH - CUR_MONTH: IF ENDTRP1 is not 

within reference period then goto ERR3_ENDTRP1

 ELSE goto ANYBOTH1

DK,RF: Goto ANYBOTH1
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Section Variable Name Question Text Skip Instructions

8. August

9. September

10. October

11. November

12. December

18A1 ANYBOTH1 Did a business, employer, or any other non-household member pay any 

of 

the costs for this trip?

 

1. Yes

2. No

IF no more unended trips then exit the block and goto 

ANYTRIPS

ELSE goto ENDTRP1, next line of grid

18A2 ANYTRIPS 40 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) taken (any trips/any other trips) for reasons such as:

 * Visiting relatives or friends?

 * Business?

 * Recreational trips?

 * Other trips overnight or longer?

 * Day trips of at least 75 miles away from home?

 

1. Yes

2. No

1: Goto TRPPLACE

2,DK,RF: Goto S18A_END

18A2 TRIPPLAC Where did (you/your household) go?

 Enter 888 to delete the trip

 Destination Ended How paid Number of trips

 (TRPPLACE) (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

30 characters: Goto DESTCODE

888: Goto S18MORE

18A2 DESTCODE ? [F1]

 Type state abbreviation for a U.S. destination or X for foreign country 

destination

2 character state abbrev.,DK,RF: Goto ENDTRP2

X: Goto FOREIGN
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Section Variable Name Question Text Skip Instructions

 Destination Ended How paid Number of trips

 (TRPPLACE) (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

18A2 PLACE ** SHOW ONLY **

18A2 FOREIGN Select the country or region.

 

1. Africa

2. Asia

3. Australia

4. Canada

5. Caribbean

6. Central America

7. Europe

8. Mexico

9. Middle East

10. South America

11. South Pacific

Goto ENDTRP2

18A2 ENDTRP2 In what month did this trip end?

 (0) Trip not ended

 Destination Ended How paid Number of trips

 (TRPPLACE) (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

0. Trip not ended

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

0: Goto S18MORE

REF_MONTH-CUR_MONTH: IF trip is not within the 

reference period, then goto ERR3_ENDTRP2

 ELSE goto MORTHONE

DK,RF: Goto MORTHONE
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Section Variable Name Question Text Skip Instructions

18A2 MORTHONE Did you take more than one trip to (trip destination) in (month trip 

ended)?

 Destination Ended How paid Number of trips

 (TRPPLACE) (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

 

1. Yes

2. No

1: Goto NUMTRIPS

2,DK,RF: Goto ANYBOTH2

18A2 NUMTRIPS How many times did you go to (trip destination) 

 in (month trip ended)?

 Destination Ended How paid Number of trips

 (TRPPLACE) (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

Goto ANYBOTH2

18A2 ANYBOTH2 Were any of the expenses for ^ANYBOTH2_FILL paid for

by anyone outside of your household?

 Destination Ended How paid Number of trips

 (TRPPLACE) (ENDTRP2) (ANYBOTH2) (NUMTRIPS)

 

1. Yes

2. No

Goto S18MORE

18A2 S18MORE 40 ? [F1]

Since the first of (reference month) , have you taken any other trips for 

reasons such as:

 * Visiting relatives or friends?

 * Business?

 * Recreational trips?

 * Other trips overnight or longer?

 * Day trips of at least 75 miles away from home?

1. Yes

2. No

1: Goto TRIPPLAC, next line on the grid

2,DK,RF: Goto S18A_END

18A S18A_END ** Non Displayed ** IF (ANYBOTH1 = 1,2,DK or RF) or (ANYBOTH2 = 
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Section Variable Name Question Text Skip Instructions

1,2,DK or RF) for any trips goto Section 18BC

ELSE goto Section 18E

18BC NUMNIGHT (Now I'm going to ask you about the ^TRIP that ^YOU_YRCU took to 

^TRPPLACE ending in ^NUMNIGHTC/You 

(Since (you/your CU) took a set of similar trips to (Trip destination) in 

(month trip ended) , I wil 

How many nights did (you/you or any members of your household) spend 

away from home on (these trips/this trip)?

 Enter 0 for none

 Enter 888 to delete this trip

0-800: IF entry gt 90 then goto ERR1_NUMNIGHT

 ELSE goto PKGTRIP

DK,RF: Goto PKGTRIP

888: Goto S18BC_END

18BC PKGTRIP ^PKGTRIP 

 

Was all or part of (these trips/this trip) covered by a package deal?

 

1. Yes

2. No

1: Goto FOODDEAL

2,DK,RF: Goto TRPTRNS

18BC FOODDEAL Did the package deal include . . .

 . . . Food and beverages? 

 

1. Yes

2. No

Goto LODGDEAL

18BC LODGDEAL Did the package deal include . . .

 . . . Lodging? 

 

 

1. Yes

2. No

Goto TRANDEAL

18BC TRANDEAL Did the package deal include . . .

 . . . Transportation? 

Goto ELSEDEAL
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Section Variable Name Question Text Skip Instructions

 

1. Yes

2. No

18BC ELSEDEAL Did the package deal include . . .

 . . . Anything else? 

 

1. Yes

2. No

1: Goto S18BELSE

2,DK,RF: Goto PKGTRIPX

18BC S18BELSE Specify: Goto PKGTRIPX

18BC PKGTRIPX How much did (you/your household) pay for the package deal? 1-999999: IF entry lt 5 or gt 7000 then goto 

ERR1_PKGTRIPX

 ELSE goto TRPTRNS

DK,RF: Goto TRPTRNS

18BC TRPTRNS 40 ? [F1]

Starting at the beginning of this trip, please tell me all the kinds of 

transportation (you/you or any members of your household) used from 

the time you (they) left home to the time you (they) got back home. 

 Enter all that apply, separate with commas

1. Local (taxi, etc.)

2. Airplane

3. Train

4. Bus

5. Ship

6. Automobile, truck, van (Rented)

7. Motorcycle, moped (Rented)

8. Private plane (Rented)

9. Boat, trailer (Rented)

10. Camper (Rented)

11. Other vehicles (Rented)

12. Automobiles or other vehicles privately owned or leased by household

13. Vehicle owned by someone else (Private)

1-14: IF 1 is selected then goto CMLOCALX

 ELSEIF 2 is selected then goto CMPLANEX

 ELSEIF 3 is selected then goto CMTRAINX

 ELSEIF 4 is selected then goto CMBUSX

 ELSEIF 5 is selected then goto CMSHIPX

 ELSEIF 6 is selected then goto RTCARX

 ELSEIF 7 is selected then goto RTMOPEDX

 ELSEIF 8 is selected then goto RTPLANEX

 ELSEIF 9 is selected then goto RTBOATX

 ELSEIF 10 is selected then goto RTCAMPX

 ELSEIF 11 is selected then goto RTOTHERX

 ELSEIF 12-14 is selected then goto ANYGAS

DK,RF: Goto LODGING
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Section Variable Name Question Text Skip Instructions

14. Other transport (Private)

18BC CMLOCALX How much did (you/you or any members of your household) spend for 

local transportation (taxi, etc.)

^FillOtherThanPackage?

IF entry gt 640 and ne DK or RF then goto 

ERR1_CMLOCALX

ELSEIF 2 is selected in TRPTRNS then goto 

CMPLANEX

ELSEIF 3 is selected in TRPTRNS then goto 

CMTRAINX

ELSEIF 4 is selected in TRPTRNS then goto CMBUSX

ELSEIF 5 is selected in TRPTRNS then goto CMSHIPX

ELSEIF 6 is selected in TRPTRNS then goto RTCARX

ELSEIF 7 is selected in TRPTRNS then goto 

RTMOPEDX

ELSEIF 8 is selected in TRPTRNS then goto 

RTPLANEX

ELSEIF 9 is selected in TRPTRNS then goto RTBOATX

ELSEIF 10 is selected in TRPTRNS then goto 

RTCAMPX

ELSEIF 11 is selected in TRPTRNS then goto 

RTOTHERX

ELSEIF 12-14 are selected in TRPTRNS then goto 

ANYGAS

ELSE goto LODGING

18BC CMPLANEX How much did (you/you or any members of your household) spend for 

airfare ^FillOtherThanPackage?

IF entry gt 2000 and ne DK or RF then goto 

ERR1_COMPLANEX

ELSEIF 3 is selected in TRPTRNS then goto 

CMTRAINX

ELSEIF 4 is selected in TRPTRNS then goto CMBUSX

ELSEIF 5 is selected in TRPTRNS then goto CMSHIPX

ELSEIF 6 is selected in TRPTRNS then goto RTCARX

ELSEIF 7 is selected in TRPTRNS then goto 

RTMOPEDX

ELSEIF 8 is selected in TRPTRNS then goto 

RTPLANEX

ELSEIF 9 is selected in TRPTRNS then goto RTBOATX

ELSEIF 10 is selected in TRPTRNS then goto 

RTCAMPX

ELSEIF 11 is selected in TRPTRNS then goto 

RTOTHERX
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Section Variable Name Question Text Skip Instructions

ELSEIF 12-14 are selected in TRPTRNS then goto 

ANYGAS

ELSE goto LODGING

18BC CMTRAINX How much did (you/you or any members of your household) spend for 

train fare ^FillOtherThanPackage?

IF entry gt 800 and ne DK or RF then goto 

ERR1_CMTRAINX 

ELSEIF 4 is selected in TRPTRNS then goto CMBUSX

ELSEIF 5 is selected in TRPTRNS then goto CMSHIPX

ELSEIF 6 is selected in TRPTRNS then goto RTCARX

ELSEIF 7 is selected in TRPTRNS then goto 

RTMOPEDX

ELSEIF 8 is selected in TRPTRNS then goto 

RTPLANEX

ELSEIF 9 is selected in TRPTRNS then goto RTBOATX

ELSEIF 10 is selected in TRPTRNS then goto 

RTCAMPX

ELSEIF 11 is selected in TRPTRNS then goto 

RTOTHERX

ELSEIF 12-14 are selected in TRPTRNS then goto 

ANYGAS

ELSE goto LODGING

18BC CMBUSX How much did (you/you or any members of your household) spend for 

bus fare ^FillOtherThanPackage?

IF entry gt 315 and ne DK or RF then goto 

ERR1_CMBUSX

ELSEIF 5 is selected in TRPTRNS then goto CMSHIPX

ELSEIF 6 is selected in TRPTRNS then goto RTCARX

ELSEIF 7 is selected in TRPTRNS then goto 

RTMOPEDX

ELSEIF 8 is selected in TRPTRNS then goto 

RTPLANEX

ELSEIF 9 is selected in TRPTRNS then goto RTBOATX

ELSEIF 10 is selected in TRPTRNS then goto 

RTCAMPX

ELSEIF 11 is selected in TRPTRNS then goto 

RTOTHERX

ELSEIF 12-14 are selected in TRPTRNS then goto 

ANYGAS

ELSE goto LODGING

18BC CMSHIPX How much did (you/you or any members of your household) spend for 

ship fare ^FillOtherThanPackage?

IF entry gt 2800 and ne DK or RF, then goto 

ERR1_CMSHIPX 
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ELSEIF 6 is selected in TRPTRNS then goto RTCARX

ELSEIF 7 is selected in TRPTRNS then goto 

RTMOPEDX

ELSEIF 8 is selected in TRPTRNS then goto 

RTPLANEX

ELSEIF 9 is selected in TRPTRNS then goto RTBOATX

ELSEIF 10 is selected in TRPTRNS then goto 

RTCAMPX

ELSEIF 11 is selected in TRPTRNS then goto 

RTOTHERX

ELSEIF 12-14 are selected in TRPTRNS then goto 

ANYGAS

ELSE goto LODGING

18BC RTCARX How much did (you/you or any members of your household) spend for 

rented automobiles, trucks or vans, not including

gas (you/you or any members of your household) bought 

^FillOtherThanPackage?

 ^RTCARX_Fill

IF entry gt 1400 and ne DK or RF then goto 

ERR1_RTCARX

ELSEIF 7 is selected in TRPTRNS then goto 

RTMOPEDX

ELSEIF 8 is selected in TRPTRNS then goto 

RTPLANEX

ELSEIF 9 is selected in TRPTRNS then goto RTBOATX

ELSEIF 10 is selected in TRPTRNS then goto 

RTCAMPX

ELSEIF 11 is selected in TRPTRNS then goto 

RTOTHERX

ELSE goto ANYGAS

18BC RTMOPEDX How much did (you/you or any members of your household) spend for 

rented motorcycles or mopeds, not including gas (you/you or any 

members of your household) bought ^FillOtherThanPackage?

 ^RTMOPEDX_Fill

IF entry gt 250 and ne DK or RF then goto 

ERR1_RTMOPEDX

ELSEIF 8 is selected in TRPTRNS then goto 

RTPLANEX

ELSEIF 9 is selected in TRPTRNS then goto RTBOATX

ELSEIF 10 is selected in TRPTRNS then goto 

RTCAMPX

ELSEIF 11 is selected in TRPTRNS then goto 

RTOTHERX

ELSE goto ANYGAS

18BC RTPLANEX How much did (you/you or any members of your household) spend for 

rented private planes,

not including gas (you/you or any members of your household) bought 

IF entry gt 6000 and ne DK or RF then goto 

ERR1_RTPLANEX

ELSEIF 9 is selected in TRPTRNS then goto RTBOATX
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Section Variable Name Question Text Skip Instructions

^FillOtherThanPackage?

 ^RTPLANEX_Fill

ELSEIF 10 is selected in TRPTRNS then goto 

RTCAMPX

ELSEIF 11 is selected in TRPTRNS then goto 

RTOTHERX

ELSE goto ANYGAS

18BC RTBOATX How much did (you/you or any members of your household) spend for 

rented boats or trailers,

not including gas (you/you or any members of your household) bought 

^FillOtherThanPackage?

 ^RTBOATX_Fill

IF entry gt 400 and ne DK or RF then goto 

ERR1_RTBOATX

ELSEIF 10 is selected in TRPTRNS then goto 

RTCAMPX

ELSEIF 11 is selected in TRPTRNS then goto 

RTOTHERX

ELSE goto ANYGAS

18BC RTCAMPX How much did (you/you or any members of your household) spend for 

rented campers,

not including gas (you/you or any members of your household) bought 

^FillOtherThanPackage?

 ^RTCAMPX_Fill

IF entry gt 1375 and ne DK or RF then goto 

ERR1_RTCAMPX

ELSEIF 11 is selected in TRPTRNS then goto 

RTOTHERX

ELSE goto ANYGAS

18BC RTOTHERX How much did (you/you or any members of your household) spend for 

other rented vehicle transportation,

not including gas (you/you or any members of your household) bought 

^FillOtherThanPackage?

 ^RTOTHERX_Fill

IF entry gt 870 and ne DK or RF then goto 

ERR1_RTOTHERX

ELSE goto ANYGAS

18BC ANYGAS While on the trip did (you/you or any members of your household) stop to 

buy any gasoline, diesel fuel, or any other fuels?

1. Yes

2. No

1: Goto GASOILX

2,DK,RF: Goto ANYTOLL

18BC GASOILX (How much did ^YOU_ANYMEM spend for that?/What costs for gasoline 

or other fuels won't be reimbursed?)

IF entry gt 256 and ne DK or RF then goto 

ERR1_GASOILX

ELSE goto ANYTOLL

18BC ANYTOLL While on the trip, did (you/you or any members of your household) spend 

anything for tolls, not already reported?

1. Yes

2. No

1: Goto TRPTOLLX

2,DK,RF Goto ANYPARK
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18BC TRPTOLLX ^FillHowMuch_WhatCosts_Tolls IF entry gt 50 and (ne DK or RF) then goto 

ERR1_TRPTOLLX

ELSE goto ANYPARK

18BC ANYPARK Did (you/you or any members of your household) have any parking fees?

 

1. Yes

2. No

1: Goto PARKINGX

2,DK,RF: Goto LODGING

18BC PARKINGX ^FillHowMuch_WhatCosts_Parking IF entry gt 100 and (ne DK or RF) then goto 

ERR1_PARKINGX

ELSE goto LODGING

18BC LODGING Did (you/you or any members of your household) spend anything for 

hotels, cottages, trailer camps, or other lodging (not counting what the 

package deal covered/ )?

(Do not include expenses previously reported for vacation clubs.)

1. Yes

2. No

1: Goto LDGCOSTX

2,DK,RF: Goto TRPFOOD

18BC LDGCOSTX ^FillLdgcostx IF entry gt 1600 and (ne DK or RF) then goto 

ERR1_LDGCOSTX

ELSE goto TRPFOOD

18BC TRPFOOD Did (you/you or any members of your household) spend anything for 

meals, snacks, or drinks at restaurants, bars, or fast food places 

^NotCountingTrpFood?

 

1. Yes

2. No

1: Goto TRPFOODX

2,DK,RF: Goto ANYGROC

18BC TRPFOODX ^FillTrpFoodx IF entry gt 700 and (ne DK or RF) then goto 

ERR1_TRPFOODX

ELSE goto TRPALCIN

18BC TRPALCIN Was any of the ^FillTrpalcin for alcoholic beverages? 

1. Yes

2. No

1: Goto TRPALCHX

2,DK,RF: Goto ANYGROC

18BC TRPALCHX (What was the cost for alcoholic beverages, including taxes and 

trips?/What costs for alcoholic beverages, including taxes and tips, won't 

IF entry gt 210 and (ne DK or RF) then goto 

ERR1_TRPALCHX
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be reimburs ELSE goto ANYGROC

18BC ANYGROC Did (you/you or any members of your household) spend anything for food 

or beverages at grocery stores, convenience stores, or liquor stores on 

this trip? 

1. Yes

2. No

1: Goto TRPGROCX

2,DK,RF: Goto ANYSPEQP

18BC TRPGROCX ^FillTrpgrocx IF entry gt 300 and (ne DK or RF) then goto 

ERR1_TRPGROCX

ELSE goto ANYALC

18BC ANYALC Was any of the ^FillAnyalc for alcoholic beverages?

1. Yes

2. No

1: Goto TRPALCGX

2,DK,RF: Goto ANYSPEQP

18BC TRPALCGX ^FillTrpalcgx IF entry gt 150 and (ne DK or RF) then goto

ERR1_TRPALCGX

ELSE goto ANYSPEQP

18BC ANYSPEQP 41 ? [F1]

Did (you/you or any members of your household) pay any fees to play 

sports, exercise, or rent an sports equipment

(not counting what the package deal covered/ )?

1. Yes

2. No

1: Goto TRPSPRTX

2,DK,RF: Goto ANYENTER

18BC TRPSPRTX 41

(How much did (you/you or any member of your CU) pay?/What costs 

for playing sports or renting sports equipment won't be reimbursed?) 

IF entry gt 600 and (ne DK or RF) then goto 

ERR1_TRPSPRTX

ELSE goto ANYENTER

18BC ANYENTER 41 ? [F1]

Did (you/you or any members of your household) spend anything on this 

trip for entertainment or admissions (not counting what the package 

deal covered/ )?

 

1. Yes

1: Goto TRPETRTX

2,DK,RF: Goto ANYMISC
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2. No

18BC TRPETRTX ^FillTrpetrtx IF entry gt 682 and (ne DK or RF) then goto 

ERR1_TRPETRTX

ELSE goto ANYMISC

18BC ANYMISC Did (you/you or any members of your household) have any expenses for 

this trip such as for souvenirs, tourist booklets, and so on?

1. Yes

2. No

1: Goto TRMISCX

2,DK,RF: Gxit block and goto 

BlkSect18_BC_3.CHKTCOMB

18BC TRMISCX ^FillTrmiscx IF entry gt 600 and (ne DK or RF) then goto 

ERR1_TRMISCX

ELSE exit block and goto 

BlkSect18_BC_3.CHKTCOMB

18BC CHKTCOMB Are there combined expenses for this trip the respondent

 was not able to separate?

1. Yes

2. No

1: Goto TCOMBEST

2: Goto TRPGFTC

18BC TCOMBEST ^FillTcombest IF entry gt 6000 and (ne DK or RF) then goto 

ERR1_TCOMBEST

ELSE goto FOODCOMB

18BC FOODCOMB Does this ^COMBQUEX include anything for . . .

 . . . Food? 

1. Yes

2. No

Goto LODGCOMB

18BC LODGCOMB Does this ^COMBQUEX include anything for . . .

 . . . Lodging 

 

1. Yes

2. No

Goto TRANCOMB
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18BC TRANCOMB Does this ^COMBQUEX include anything for . . .

 . . .Transportation? 

1. Yes

2. No

Goto ELSECOMB

18BC ELSECOMB Does this ^COMBQUEX include anything for . . .

 . . . Other expenses? 

1. Yes

2. No

Goto OTHRCOMB

18BC OTHRCOMB Does this ^COMBQUEX include . . . 

 . . . Any expenses for others?

1. Yes

2. No

Goto TRPGFTC

18BC TRPGFTC (You've told me about many expenses (you/you or your CU) had on this 

trip. Were any of these expens

1. Yes

2. No

1: Goto TRPGTCX

2,DK,RF: Goto S18BC_END

18BC TRPGFTCX (How much of the total expenses for this trip were for persons outside 

your CU?/How much of the tota

IF entry gt 1100 and (ne DK or RF) then goto 

ERR1_TRPGFTCX

ELSE goto S18BC_END

18BC S18BC_END ** Non Displayed ** IF more trips with 

BSECT18.TBLSECT18A_1.BLKROW.ANYBOTH1 = 2 

OR BSECT18.TBLSECT18A_2.BLKROW.ANYBOTH2 

= 2 then go to NUMNIGHT for the next trip

ELSEIF more trips with 

BSECT18.TBLSECT18A_1.BLKROW.ANYBOTH1 = 1 

OR BSECT18.TBLSECT18A_2.BLKROW.ANYBOTH2 

= 1 then go to NUMNIGHT for the next trip
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Section Variable Name Question Text Skip Instructions

ELSE goto Section 18E - BlkSect18_E

18E ANYNONCU Sometimes people in a household don't take a trip themselves, but pay 

for part or all of a trip that someone else takes. Since the first of 

(reference month), have (you/you or any members of your household) 

paid for part or all of such a trip for any non-household members?

 

1. Yes

2. No

1: Goto FOODNOCU

2,DK,RF: Goto S18E_END

18E FOODNOCU Did these expenses include anything for...

 . . . Food and beverages?

 

1. Yes

2. No

Goto LODGNOCU

18E LODGNOCU Did these expenses include anything for...

 . . . Lodging? 

 

1. Yes

2. No

Goto TRANNOCU

18E TRANNOCU Did these expenses include anything for...

 . . . Transportation? 

 

1. Yes

2. No

Goto ELSENOCU

18E ELSENOCU Did these expenses include ...

 . . . Anything else? 

 

1. Yes

2. No

Goto TRNONCUX
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18E TRNONCUX What was the total amount that (you/your household) paid for those trips? IF entry lt 25 or gt 3000 and (ne DK or RF) then goto 

ERR1_TRNONCUX

ELSE goto S18E_END

18E S18E_END ** Non Displayed ** Exit block and goto ANYLOC

18F ANYLOC Sometimes people stay overnight in a local hotel or motel during 

holidays, family getaways, moves, or home repair. Since the first of 

(reference month), have (you/you or any members of your household) 

stayed overnight in a local hotel or motel?

 

1. Yes

2. No

1: Goto BlkSect18_F.NUMLOC

2,DK,RF: Goto S18F_END

18F NUMLOC How many nights did (you/you or any members of your household) spend 

away from home on this stay?

Goto ANYLOCDL

18F ANYLOCDL Sometimes when people stay away from home overnight they have some 

sort of package deal that covers some or all of the costs. Was all 

or part of this stay covered by anything like that?

 

1. Yes

2. No

1: Goto FOODLCDL

2,DK,RF: Goto ANYLODGE

18F FOODLCDL Did the package deal include anything for. . .

 . . . Food and beverages? 

 

1. Yes

2. No

Goto LODGLCDL

18F LODGLCDL Did the package deal include anything for. . .

 . . .Lodging? 

 

1. Yes

2. No

Goto ENTRLCDL

18F ENTRLCDL Did the package deal include anything for. . . Goto ELSELCDL
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 . . . Entertainment?

1. Yes

2. No

18F ELSELCDL Did the package deal include . . .

 . . . Anything else?

1. Yes

2. No

1: Goto S18FELSE

2,DK,RF: Goto LOCDEALX

18F S18FELSE Specify: Goto LOCDEALX

18F LOCDEALX How much did (you/you or any members of your household) pay for the 

package deal?

IF entry gt 1500 and (ne DK or RF) then goto 

ERR1_LOCDEALX

ELSE goto ANYLODGE

18F ANYLODGE Did (you/you or any members of your household) spend anything for 

hotels, motels, cottages, trailer camps, or other lodging (not counting 

what the package deal covered/ )?

1. Yes

2. No

1: Goto LOCLODGX

2,DK,RF: Goto ANYMEAL

18F LOCLODGX What was the cost, including taxes and tips? IF entry lt 22 or gt 648 and (ne DK or RF) then goto 

ERR1_LOCLODGX

ELSE goto ANYMEAL

18F ANYMEAL Did (you/you or any members of your household) spend anything for 

meals, snacks, or drinks at restaurants, bars, or fast food places (not 

counting what the package deal covered/ )?

1. Yes

2. No

1: Goto LOCMEALX

2,DK,RF: Goto ANYLCGR

18F LOCMEALX What was the cost, including taxes and tips? IF entry lt 6 or gt 1000 and (ne DK or RF) then goto 

ERR1_LOCMEALX

ELSE goto ANYALCML

18F ANYALCML Was any of the (amount/(entry in LOCMEALX)) for alcoholic beverages?

1. Yes

1: Goto ALCMEALX

2,DK,RF: Goto ANYLCGR
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Section Variable Name Question Text Skip Instructions

2. No

18F ALCMEALX What was the cost for alcoholic beverages, including taxes and tips? IF entry lt 5 or gt 388 and (ne DK or RF) then goto 

ERR1_ALCMEALX

ELSE goto ANYLCGR

18F ANYLCGR Did (you/you or any members of your household) spend anything for food 

or beverages at grocery stores, convenience stores, or liquor stores?

 

1. Yes

2. No

1: Goto LOCGROCX

2,DK,RF: Goto ANYADMIS

18F LOCGROCX What were the expenses, including taxes? IF entry lt 5 or gt 600 and (Ne DK or RF) then goto 

ERR1_LOCGROCX

ELSE goto ANYALCGR

18F ANYALCGR Was any of the (amount/ entry in LOCGROCX) for alcoholic beverages?

 

1. Yes

2. No

1: Goto ALCGROCX

2,DK,RF: Goto ANYADMIS

18F ALCGROCX What was the cost for alcoholic beverages, including taxes? IF entry lt 5 or gt 270 and (Ne DK or RF) then goto 

ERR1_ALCGROCX

ELSE goto ANYADMIS

18F ANYADMIS 41 ? [F1] 

Did (you/you or any members of your household) spend anything on this 

stay for entertainment or admissions (not counting what the package deal 

covered/ )?

1. Yes

2. No

1: Goto LOCADMSX

2,DK,RF: Goto LOCCOMBX

18F LOCADMSX How much did (you/you or any members of your household) pay? IF entry lt 5 or gt 290 and (Ne DK or RF) then goto 

ERR1_LOCADMSX

ELSE goto LOCCOMBX

18F CHKFCOMB Are there combined expenses for food/beverages, lodging, 1: Goto LOCCOMBX
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Section Variable Name Question Text Skip Instructions

 transportation, or other things?

1. Yes

2. No

2: Goto DIDYOU

18F LOCCOMBX Only those things the respondent could not provide individual expenses

 for should be combined and entered here.

1-99999999: IF entry lt 5 or gt 210 then goto 

ERR1_LOCCOMBX

 ELSE goto FOODLCCM

DK,RF: Goto FOODLCCM

18F FOODLCCM Does this include anything for. . .

 . . . Food and beverages?

1. Yes

2. No

Goto LODGLCCM

18F LODGLCCM Does this include anything for . . 

 . . . Lodging?

1. Yes

2. No

Goto ENTRLCCM

18F ENTRLCCM Does this include anything for . . 

 . . . Entertainment?

 

1. Yes

2. No

Goto ELSELCCM

18F ELSELCCM Does this include any . . .

 . . . Other expenses?

1. Yes

2. No

Goto DIDYOU
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18F DIDYOU Did (you/you or any members of your household) have any other stays at 

local hotels or motels?

1. Yes

2. No

1: Goto NUMLOC, next row

2,DK,RF: Exit block and goto S18F_END

18F S18F_END ** Non Displayed ** Goto Section 19 - BSECT19

19A S19A_INTRO 42-43

Now I am going to ask about miscellaneous expenses which have not 

been collected anywhere

else in this survey. Please remember to include any payments you made 

online or had 

automatically deducted. Also, please include any shipping and handling 

charges with the cost of any item that was shipped.

 Description Amount Month 

 (MISCDESC) (MISCEXPX) (MISCMO) 

1. Enter 1 to Continue

Goto BTableA.Brow.ITEM

19A ITEM Screen 1 ------------------------------------------------------------

 42 ? [F1]

Since the first of (reference month), have (you/you or any members of 

your household) had expenses for any of the

following, either for (you/your household) or for someone outside your 

household?

 Read each item on list.

SCREEN 2 ------------------------------------------------------------------

 43 ? [F1]

Have (you/you or any members of your household) had expenses for --

1-24: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

95: Goto ITEM - next line of grid

99: Goto S19A_END

888: IF no more grid lines then goto S19A_END

 ELSE goto ITEM - next line of grid
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Section Variable Name Question Text Skip Instructions

 Read each item on list.

 Do not include pet food. It is a Diary-only item.

1. Fresh flowers or potted plants?

2. Professional photography?

3. Services of lawyers or other legal professionals?

4. Accounting fees?

5. Occupational expenses, such as union dues or professional licenses?

6. Gardening or lawn care services?

7. Housekeeping services?

8. Home security system service fees?

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

reported?

10. Moving, storage, or freight?

11. Stamp or coin collecting?

12. Lotteries or games of chance?

13. Babysitting, nanny services, or other child care inside or outside of your 

home?

14. Toys or games?

15. Arts or crafts kits?

16. Sewing, knitting, or quilting materials and items?

17. Purchase of pets, pet supplies, or medicine for pets?

18. Pet services?

19. Veterinarian expenses for pets?

20. Catering?

21. Arrangement of live entertainment for special occasions?

22. Rental of party supplies?

23. Purchase or upkeep of cemetery lots or vaults?

24. Funerals, burials, or cremation?

95. Continue List

99. None/No more entries

888. Delete the line

19A PreFill ** SHOW ONLY **

19A DESCRIPTION What was the expense for?

 Description Amount Month 

 (MISCDESC) (MISCEXPX) (MISCMO)

Goto MONTH

19A MONTH In what month did you have this expense? REF_MONTH - CUR_MONTH: IF month not in the 
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Section Variable Name Question Text Skip Instructions

(* Enter 13 for same amount each month of the reference period)

 Description Amount Month 

 (MISCDESC) (MISCEXPX) (MISCMO) 

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

13. ^S19_13Option

reference period then goto ERR3_MONTH

 ELSE goto WHO

13: IF ITEM = 2, 9, 11, 14-16, 20-22 then goto 

CK_MONTH

 ELSE goto WHO

DK,RF: Goto WHO

19A WHO Was this expense for someone inside or outside your household? 

 Description Amount Month 

 (MISCDESC) (MISCEXPX) (MISCMO) 

 

 

1. For household

2. For someone outside your household

Goto AMOUNT

19A AMOUNT (What was the total amount of this expense?/What is your monthly 

expense?)

(* Do not include legal fees related to real estate closing costs reported 

in Section 3./ ) 

 Description Amount Month 

 (MISCDESC) (MISCEXPX) (MISCMO) 

1-999999: IF (MISCCODE = 100 and MISCEXPX lt 5 

or gt 7000) or (MISCCODE = 110 and MISCEXPX lt 10 

or gt 3208) or (MISCCODE = 130 and MISCEXPX lt 14 

or gt 6840) or (MISCCODE = 140 and MISCEXPX lt 5 

or gt 300) or (MISCCODE = 150 and MISCEXPX lt 13 

or gt 5000) or (MISCCODE = 160 and MISCEXPX lt 25 

or gt 1000) or (MISCCODE = 170 and MISCEXPX lt 15 

or gt 600) or (MISCCODE = 180 and MISCEXPX lt 20 

or gt 1260) or (MISCCODE = 225 and MISCEXPX lt 10 

or gt 10700) or (MISCCODE = 210 and MISCEXPX lt 5 

or gt 557) or (MISCCODE = 230 and MISCEXPX lt 9 or 
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gt 1800) or (MISCCODE = 240 and MISCEXPX lt 5 or 

gt 300) or (MISCCODE = 250 and MISCEXPX lt 8 or gt 

500) or (MISCCODE = 260 and MISCEXPX lt 12 or gt 

700) or (MISCCODE = 330 and MISCEXPX lt 5 or gt 

550) or (MISCCODE = 340 and MISCEXPX lt 6 or gt 

800) or (MISCCODE = 460 and MISCEXPX lt 5 or gt 

214) or (MISCCODE = 360 and MISCEXPX lt 8 or gt 

795) or (MISCCODE = 370 and MISCEXPX lt 19 or gt 

300) or (MISCCODE = 380 and MISCEXPX lt 9 or gt 

900) or (MISCCODE = 390 and MISCEXPX lt 5 or gt 

520) or (MISCCODE = 400 and MISCEXPX gt 1300) or 

(MISCCODE = 410 and MISCEXPX lt 14 or gt 7000) 

or (MISCCODE = 420 and MISCEXPX lt 14 or gt 

7000) then goto ERR1_AMOUNT

 ELSEIF MISCCODE and the entry in 

AMOUNT for this record are equal to any records data 

on the prechart/input AND (that prechart records 

MISCMO does not equal 13) then goto ERR_DUP

 ELSEIF ITEM = 14-24 then goto C

 ELSE goto MORE

DK,RF: IF ITEM = 14-24 then goto C

 ELSE goto MORE

19A C Enter a 'C' for a combined expense. C: Goto CombCode

EMPTY: IF [(ITEM = 14 or 15) AND 

RT8100.POPGRP = 01] OR [ITEM = 17 AND 

RT8100.POPGRP = 11] then goto MISSTORE

 ELSE goto MORE

IF anything other than a 'C' or the Enter key is entered 

then goto CK_C

19A CombCode 43 ? [F1]

What other expense is the (description) combined with? 

 Enter all that apply, separate with commas.

IF [(ITEM = 14 or 15) AND RT8100.POPGRP = 01] OR 

[ITEM = 17 AND RT8100.POPGRP = 11] then goto 

MISSTORE 

ELSE goto MORE
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 Description Amount Month 

 (MISCDESC) (MISCEXPX) (MISCMO) 

14. Toys or games

15. Arts or craft kits

16. Sewing, knitting, or quilting materials and items

17. Purchase of pets, pet supplies, or medicine for pets

18. Pet services

19. Veterinary expenses for pets

20. Catering

21. Arrangement of live entertainment for special occasions

22. Rental of party supplies

23. Purchase or upkeep of cemetery lots or vaults

24. Funerals, burials, or cremations

19A MISSTORE Where ^WasWere_19A the (description) purchased?

 Enter store, website, or company name

IF uppercase version of the entry = "GROUPON" or 

"GROUPON.COM" then goto ERR_GROUPON

ELSEIF ENTRY contains ".com", ".Com", ".cOm", 

".coM", ".COm", ".CoM", ".cOM", or ".COM", then goto 

MORE

ELSEIF ENTRY = DK or RF then goto MORE

ELSE goto MISPURCH

19A MISPURCH Ask if not apparent

Was this purchased online or in-person?

1. Online

2. In person

3. Other (phone, mail, catalog)

1,3,DK,RF: Goto MORE

2: Goto MISLOC

19A MISLOC Where is ^MISSTORE_fill located?

 Enter city and state

Goto MORE

19A MORE Did you have any other expenses for (description)?

 Description Amount Month 

 (MISCDESC) (MISCEXPX) (MISCMO) 

1: IF ROW number = 43 then goto ERR_MAX

 ELSE goto ITEM, next line of grid

2,DK,RF: IF ROW number = 43 then goto 
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1. Yes

2. No

S19A_END

 ELSE goto ITEM, next line of grid

19A S19A_END ** Non Displayed ** Goto section 19B - S19B_INTRO

19B S19B_INTRO 44

Now I am going to ask about payments and contributions to persons 

outside of your household.

 Description Month Amount 

 (CONTDESC) (CONTMO) (CONTEXPX)

1. Enter 1 to Continue

Goto BSECT19.BTABLEB.BROW.ITEM

19B ITEM 44 ? [F1]

SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Since the first of (reference month), have (you/you or any members of 

your household) given any money by cash, checks,

or given any gift cards to . . .

 Read each item on list

 

 

SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Since the first of (reference month), have (you/you or any members of 

your household) paid any of the following . . . 

 Read each item on list

 

 

SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

1-9: IF ITEM ne Item2Shadow then goto CK_ITEM

 ELSE goto DESCRIPTION

95: Goto next row

99: Goto S19B_END

888: IF no more grid lines then goto S19B_END

 ELSE goto ITEM - next line of grid
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Since the first of (reference month), have (you/you or any members of 

your household) given any money by cash, checks,

money orders, or credit cards to benefit . . .

 Read each item on list 

SCREEN 4 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Since the first of (reference month), have (you/you or any members of 

your household) given any . . .

 Read item on list

1. College students living away from home?

2. Any other people not in your household, such as friends, co-workers, or 

homeless persons?

3. Child support?

4. Alimony?

5. Educational institutions?

6. Political organizations?

7. Religious organizations, including churches, temples and mosques?

8. Charities or other organizations?

9. Stocks, bonds, or mutual funds to persons or organizations outside of your 

household?

95. Continue list

99. None/No more entries

888. Delete the line

19B PreFill ** SHOW ONLY **

19B DESCRIPTION What was the (payment/contribution) for?

 Description Month Amount

 (CONTDESC) (CONTMO) (CONTEXPX)

Goto MONTH

19B MONTH In what month did you make the (payment/contribution)?

 Enter 13 for same (payment/contribution) each month of the reference 

period.

REF_MONTH-CUR_MONTH: IF entry is not within the 

reference period then goto ERR3_MONTH

 ELSE goto AMOUNT
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 Description Month Amount

 (CONTDESC) (CONTMO) (CONTEXPX)

1. January

2. February

3. March

4. April

5. May

6. June

7. July

8. August

9. September

10. October

11. November

12. December

13. Same amount each month.

13,DK,RF: Goto AMOUNT

19B AMOUNT (What was the total amount of the (payment/contribution)./What is the 

monthly (payment/contribution).)

 Description Month Amount

 (CONTDESC) (CONTMO) (CONTEXPX)

1-999999: IF (CONTCODE = 100 and AMOUNT lt 20 

or gt 3000) OR (CONTCODE = 110 and AMOUNT lt 

55 or gt 3600) OR (CONTCODE = 120 and AMOUNT lt 

40 or gt 8000) OR (CONTCODE = 130 and AMOUNT lt 

5 or gt 1500) OR (CONTCODE = 140 and AMOUNT lt 5 

or gt 1000) OR (CONTCODE = 150 and AMOUNT lt 10 

or gt 1600) OR (CONTCODE = 160 and AMOUNT lt 5 

or gt 650) OR (CONTCODE = 170 and AMOUNT lt 5 or 

gt 2300) OR (CONTCODE = 180 and AMOUNT lt 5 or 

gt 10000) then goto ERR1_AMOUNT

 ELSEIF CONTCODE and the entry in AMOUNT 

for this record are equal to any records data on the prechart/input AND (that prechart records CONTMO does 

not equal 13)then goto ERR_DUP

 ELSE goto MORE

DK,RF: Goto MORE

19B MORE Did you make any other (payment/contribution).

 Description Month Amount

1: IF Row number = 43 then goto ERR_MAX

 ELSE goto ITEM, next line in grid
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 (CONTDESC) (CONTMO) (CONTEXPX)

1. Yes

2. No

2,DK,RF: IF Row number = 43 then goto S19B_END

 ELSE goto ITEM, next line in grid

19B S19B_END ** Non Displayed ** Goto section 20A - BSECT20

20A GROCWEKX 45

Now I am going to ask about expenses for food, beverages and other 

items (you/your household) (have/has) purchased since the first of 

(reference month).

What has been (you/your household) usual WEEKLY expense for grocery 

shopping? 

 Include grocery home delivery service fees and drinking water 

delivery fees.

0,DK,RF: Goto OTHSTOR

1-9999: IF Entry gt 300 then goto 

ERR1_GROCWEKX

 ELSE OTHSTUFX

20A OTHSTUFX About how much of this amount was for nonfood items, such as paper

products, detergents, home cleaning supplies, pet foods, and alcoholic

beverages?

0-9999: IF Entry gt 50 then goto ERR1_OTHSTUFX

 ELSEIF Entry gt GROCWEKX then goto 

CK_OTHSTUFX

 ELSE goto OTHSTOR

DK,RF: Goto OTHSTOR

20A OTHSTOR 45 

Other than your regular grocery shopping already reported, have 

(you/you or any members of your household) purchased any food or 

nonalcoholic beverages from places such as grocery stores, convenience 

stores, specialty stores, home delivery, or farmer's markets?

1. Yes

2. No

1: Goto OSTORWKX

2,DK,RF: Goto DINE_WKX

20A OSTORWKX What was your usual WEEKLY expense at these places? 0-9999: IF entry lt 5 or gt 90 then goto 

ERR1_OSTORWKX

 ELSE goto DINE_WKX

DK,RF: Goto DINE_WKX
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20A DINE_WKX 45

What has been (you/your household) usual WEEKLY expense for meals 

or snacks from restaurants, fast food places, cafeterias, carryouts or 

other such places? (Do not include meals purchased at school./ )

1-9999: IF ENTRY lt 10 or gt 120 then goto 

ERR1_DINEWKX

 ELSE goto CIGARETT

0,DK,RF: Goto CIGARETT

20A CIGARETT 45 

Since the first of (reference month), have (you/you or any members of 

your household) purchased cigarettes?

Do not include e-cigarettes.

1. Yes

2. No

1: Goto CIGARETX

2,DK,RF: Goto OTHTOBAC

20A CIGARETX What is the usual WEEKLY expense for cigarettes? 0-9999: IF entry lt 5 or gt 80 then goto 

ERR1_CIGARETX

 ELSE goto OTHTOBAC

DK,RF: Goto OTHTOBAC

20A OTHTOBAC 45 ? [F1]

Have (you/you or any members of your household) purchased other 

tobacco products such as cigars, pipe tobacco, chewing tobacco, or 

vaping products? 

1. Yes

2. No

1: Goto OTHTBACX

2,DK,RF: Goto ALC_HOMX

20A OTHTBACX ? [F1]

What is the usual WEEKLY expense?

0-999: IF entry lt 5 or gt 80 then goto 

ERR1_OTHTBACX

 ELSE goto ALC_HOMX

DK,RF: Goto ALC_HOMX

20A ALC_HOMX 45

What has been (you/your household) usual MONTHLY expense for 

alcohol, including beer and wine to be served at home?

0-9999: IF Entry gt 210 then goto 

ERR1_ALCHOMX

 ELSE goto ALC_OUTX

DK,RF: Goto ALC_OUTX

20A ALC_OUTX 45 0-9999: IF Entry gt 240 then goto ERR1_ALCOUTX

 ELSEIF any "active" CU member has AGE lt 
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What has been your usual MONTHLY expense for alcohol, including beer 

and wine at restaurants, bars and recreational events?

22 then goto ANYMEALS

 ELSE goto S20A_END

DK,RF: IF any "active"CU member has AGE lt 22 

then goto ANYMEALS

 ELSE goto S20A_END

20A ANYMEALS 44 

Since the first of (reference month), not including (current month), have 

(you/you or any members of your household) purchased any meals at 

school for preschool through high school age children?

1. Yes

2. No

1: Goto FBPERSN

2,DK,RF: Goto 20A_END

20A FBPERSON What are the names of all household members who purchased meals at 

school?

 Enter line numbers for all that apply, separate with commas.

1. Person 1

2. Person 2

3. Person 3

4. Person 4

5. Person 5

6. Person 6

7. Person 7

8. Person 8

9. Person 9

10. Person 10

11. Person 11

12. Person 12

13. Person 13

14. Person 14

15. Person 15

16. Person 16

17. Person 17

18. Person 18

1-30: Goto TblSCHMEAL 

DK,RF: Goto 20A_END
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19. Person 19

20. Person 20

21. Person 21

22. Person 22

23. Person 23

24. Person 24

25. Person 25

26. Person 26 

27. Person 27

28. Person 28

29. Person 29

30. Person 30

20A MEM_NAME ** SHOW ONLY **

20A SCHLMLX Since the first of (reference month), not including (current month), what 

has been the usual expense for the meals (Name) purchased at school?

 Select time period on the next screen.

Goto SCHMLPD

20A SCHLMLPD Specify time period

1. Day

2. Week

3. Two Weeks

4. Month

5. Other, specify

1: IF SCHLMLX gt 10 goto ERR1_SCHLMLPD

 ELSE goto SCHMLWKQ

2: IF SCHLMLX lt 5 or gt 30 goto 

ERR1_SCHLMLPD

 ELSE goto SCHMLWKQ

3: IF SCHLMLX lt 5 or gt 60 go to 

ERR1_SCHLMLPD

 ELSE goto SCHMLWKQ

4: IF SCHLMLX lt 5 or gt 120 goto 

ERR1_SCHLMLPD

 ELSE goto SCHMLWKQ

5: Goto SCHLMLSP 

DK,RF: Goto SCHMLWKQ

20A SCHLMSP Specify: Goto SCHMLWKQ

20A SCHMLWKQ How many WEEKS did ^NAME purchase meals? IF no more persons then goto S20_END

ELSE goto SCHLMLX for next person
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20B LNDROMAT 45 ? [F1]

Since the first of (reference month), not including (current month) have 

(you/you or any members of your household) had any expenses for selfservice laundry machines?

1. Yes

2. No

1: Goto LNDRYX

2,DK,RF: Goto DRYCLEAN

20B LNDRYX ? [F1]

What was the total cost?

0-9999: IF Entry lt 5 or gt 260 then goto 

ERR1_LNDRYX

 ELSE goto OTHLNDRY

DK,RF: Goto OTHLNDRY

20B OTHLNDRY 45 ? [F1]

Was any of this amount for items other than clothes, such as linens or 

drapes?

1. Yes

2. No

1: Goto OTHLNDRX

2,DK,RF: Goto DRYCLEAN

20B OTHLNDRX ? [F1]

How much?

0-9999: IF entry lt 5 or gt 100 then goto 

ERR1_OTHLNDRX

 ELSEIF entry gt LNDRYX then goto 

CK_OTHLNDRX

 ELSE goto DRYCLEAN

DK,RF: Goto DRYCLEAN

20B DRYCLEAN 45 ? [F1] 

Have (you/you or any members of your household) had any expenses for 

dry cleaning or laundry service?

1. Yes

2. No

1: Goto DRYCLNX

2,DK,RF: Goto SALONS

20B DRYCLNX ? [F1] 0-9999: IF Entry lt 6 or gt 390 then goto 
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What was the total cost?

ERR1_DRYCLNX

 ELSE goto OTHDRCLN

DK,RF: Goto OTHDRCLN

20B OTHDRCLN 45 ? [F1]

Was any of this amount for items other than clothes, such as linens, 

drapes, or rugs?

1. Yes

2. No

1: Goto OTHDCLNX

2,DK,RF: Goto SALONS

20B OTHDCLNX ? [F1]

How much?

0-9999: IF entry lt 5 or gt 200 then goto 

ERR1_OTHDRCLNX

 ELSEIF entry gt DRYCLNX then goto 

CK_OTHDCLNX

 ELSE goto SALONS

DK,RF: Goto SALONS

20B SALONS 45 ? [F1]

Since the first of (reference month), not including (current month) have 

(you/you or any members of your household) had any expenses for 

haircutting, styling, attached hair pieces, manicures, massages or other 

salon services?

 

 

1. Yes

2. No

1: Goto SALONX

2,DK,RF: Goto WIGS

20B SALONX ? [F1]

What was the total expense for these services since the first of (reference 

month), not including (current month)?

0-9999: IF entry = 1-5 or gt 300 then goto 

ERR1_SALONX

 ELSEIF RT8100.POPGRP = 14 then goto 

SALNNAME

 ELSE goto WIGS

DK,RF: IF RT8100.POPGRP = 14 then goto 

SALNNAME

 ELSE goto WIGS
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20B SALNNAME Where did (you/you or any members of your household) last receive any 

salon services?

 Enter name of establishment, not name of salon technician

RESPONSE: IF uppercase version of the entry = 

"GROUPON" or "GROUPON.COM" then goto 

ERR_GROUPON

 ELSE goto SALNLOC

DK,RF: Goto WIGS

20B SALNLOC Where is ^SALNNAME_fill located?

 Enter city and state

Goto WIGS

20B WIGS 45 ? [F1]

Since the first of (reference month), not including (current month) have 

(you/you or any members of your household) had any expenses for 

removable hairpieces, wigs or toupees?

1. Yes

2. No

1: Goto WIGSX

2,DK,RF: Goto SAFEDPST

20B WIGSX ? [F1]

What was the total expense for these items since the first of (reference 

month), not including (current month)?

0-9999: IF entry = 1-5 or gt 300 then goto 

ERR1_WIGSX

 ELSE goto SAFEDPST

DK,RF: Goto SAFEDPST

20B SAFEDPST Have (you/you or any members of your household) had any expenses for 

the rental of a safe deposit box located in a bank or similar financial 

institution?

1. Yes

2. No

1: Goto SAFDPSTX

2,DK,RF: Goto BANKSRVC

20B SAFDPSTX What was the total rental expense for the safe deposit box since the first 

of (reference month), not including (current month)?

0-999: IF entry gt 100 then goto 

ERR1_SAFEDPSTX

 ELSE goto BANKSRVC

DK,RF: Goto BANKSRVC

20B BANKSRVC 45 ? [F1]

Have (you/you or any members of your household) paid any charges or 

1: Goto BANKMOX

2,DK,RF: Goto TXLIMSRV
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fees for bank services such as ATM or overdraft fees or account service 

charges from a bank or similar financial institution? 

1. Yes

2. No

20B BANKMOX ? [F1]

What is the usual MONTHLY charge?

0-99999: IF entry lt 5 or gt 50 then goto 

ERR1_BANKMOX

 ELSE goto TXLIMSRV

DK,RF: Goto TXLIMSRV

20B TXLIMSRV 45 ? [F1]

Since the first of (reference month) not including (current month), have 

(you/you or any members of your household) had expenses for taxis, 

limousine service, or car rides booked through an app? Do not include 

expenses entirely reimbursed for business purposes or expenses 

incurred on a trip.

 

1. Yes

2. No

1: Goto TXLIMX

2,DK,RF: Goto MASSTRAN

20B TXLIMX ? [F1]

What was the total expense?

0-9999: IF entry lt 5 or gt 520 then goto 

ERR1_TXLIMX

 ELSEIF RT8100.POPGRP = 11 then goto 

LIMO

 ELSE goto MASSTRAN

DK,RF: Goto MASSTRAN

20B LIMO Was the $^TXLIMX_fill solely for limousine service?

 

1. Yes

2. No

1: Goto MASSTRAN

2,DK,RF: Goto TAXINAME

20B TAXINAME What is the name of the last taxi or ride service app that (you/you or any 

members of your household) used?

IF uppercase version of the entry = "GROUPON" or 

"GROUPON.COM" then goto ERR_GROUPON

 

ELSE goto MASSTRAN
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20B MASSTRAN 45 ? [F1]

Do (you/you or any members of your household) pay out-of-pocket for 

public transportation services such as bus, subway, train, or passenger 

ferry? 

 Include all forms of public transportation

1. Yes

2. No

1: IF RT8100.POPGRP = 11 then goto 

MASSNAME

 ELSEIF NUMHOUSE = 1 then goto 

TBLMSTRAN 

 ELSE goto TRANSIT

2,DK,RF: Goto S20B_END

20B MASSNAME What is the name of the public transportation system (you/your 

household) ^use_uses_fill?

IF NUMHOUSE = 1 then goto TBLMSTRAN

 

ELSE goto TRANSIT

20B TRANSIT What are the names of all household members who use mass transit?

 Enter line numbers for all that apply, separate with commas

1. Person1

2. Person2

3. Person3

4. Person4

5. Person5

6. Person6

7. Person7

8. Person8

9. Person9

10. Person10

11. Person11

12. Person12

13. Person13

14. Person14

15. Person15

16. Person16

17. Person17

18. Person18

19. Person19

20. Person20

21. Person21

1-30: Goto TBLMSTRAN

DK,RF: Goto S20B_END
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22. Person22

23. Person23

24. Person24

25. Person25

26. Person26

27. Person27

28. Person28

29. Person29

30. Person30

20B MEMBNO ** Non-Displayed**

20B MEM_NAME ** SHOW ONLY **

20B TRANAMTX What is (your/NAME's) usual out-of-pocket cost?

 Select time period (per day, week, or month) on next screen

1-9999: Goto TRANPD

0,DK,RF: Goto TRANSUB

20B TRANPD Select time period

1. Day

2. Week

3. Month

1: IF TRANAMTX = ??? then goto ERR1_ 

TRANAMTX

 ELSE goto TRANDAYX

2: IF TRANAMTX = ??? then goto ERR1_ 

TRANAMTX

 ELSE goto AMTRAK

3: IF TRANAMTX = ??? then goto ERR1_ 

TRANAMTX

 ELSE goto AMTRAK

DK,RF: Goto AMTRAK

20B TRANDAYX How many days per week usually? Goto AMTRAK

20B AMTRAK Is any of the ^TRANAMTX_Fill^TRANPD_Fill Amtrak?

1. Yes

2. No

1: Goto AMTRAKX

2,DK,RF: Goto TRANSUB

20B AMTRAKX How much?

 Enter dollar amount ^TRANPD_Fill2

Goto TRANSUB

20B TRANSUB Did (you/NAME) receive a transit subsidy? 1: Goto TRANSUBX
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1. Yes

2. No

2,DK,RF: IF no more persons, exit block and goto 

S20_END

 ELSE goto TRANAMTX for the next person

20B TRANSUBX What is the usual monthly amount? 0-9999: IF entry lt 5 or gt 200 then goto 

ERR1_TRANSUBX

 ELSEIF no more persons, exit block and goto 

S20_END

 ELSE goto TRANAMTX for the next person

DK,RF: IF no more persons, exit block and goto 

S20_END

 ELSE goto TRANAMTX for the next person

20B S20B_END ** NOT DISPLAYED ** Goto Section 21 - BSECT21

21A ANYWORK Since the first of (reference month), did (you/NAME) earn any income 

from wages or salary?

1. Yes

2. No

1: Goto 21A_INTRO

2,DK,RF: Goto S21A_CHECK

21A S21A_INTRO The next few questions are about income. We know people aren't used 

to discussing their income, but please be assured that, like all other 

information you have provided, these answers will be kept strictly 

confidential.

1. Enter 1 to Continue

Goto INCWEEKQ

21A INCWEEKQ (Now I am going to ask about (Your/Name's) work experience and income/ 

)

In the past 12 months, including paid vacation and sick leave, how many 

weeks did (you/NAME) work?

 

 If household member did not work, enter zero.

0: Goto INCNONWK 

1-52,DK,RF: Goto INC_HRSQ

21A INC_HRSQ In the weeks that (you/NAME) worked, how many hours did (you/he/she) 

usually work per week?

Goto OCCUCODE

21A OCCUCODE 46 ? [F1]

Which of the following categories best describes the job in which 

(you/NAME) received the most earnings during the past 12 months?

Goto INCOMEY
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1. Administrator, manager

2. Teacher

3. Professional

4. Administrative support, including clerical

5. Sales, retail

6. Sales, business goods and services

7. Technician

8. Protective service

9. Private household service

10. Other service

11. Machine or transportation operator, laborer

12. Construction workers, mechanics

13. Farming

14. Forestry, fishing, groundskeeping

15. Armed Forces

21A INCOMEY ^WereWas (you/NAME):

 

1. An employee of a PRIVATE company, business, or individual working for 

wages or salary?

2. A Federal government employee?

3. A State government employee?

4. A local government employee?

5. Self-employed ^YourHisHer OWN business, partnership, professional 

practice, or farm?

6. Working WITHOUT PAY in a family business or farm?

Goto SALARYST

21A INCNONWK What was the main reason (you/NAME) did not work during the past 12 

months? 

^WereWas (you/he/she) -

 

1. Retired?

2. Taking care of home/family?

3. Going to school?

4. Ill, disabled, unable to work?

Goto SALARYST
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5. Unable to find work?

6. Doing something else?

21A SALARYST ? [F1]

The next few questions are about income DURING THE PAST 12 

MONTHS, that is from ^DATE1 to ^DATE2...

Did (you/NAME) receive any wages, salary, tips, bonuses, or 

commissions? 

1. Yes

2. No

1: Goto SALARYX

2,DK,RF: Goto SEMPFRM

21A SALARYX ? [F1]

How much did (you/NAME) receive before taxes?

1-99999999: IF SALARYX lt 500 or gt 116249 goto 

ERR1_SALARYX

 ELSE goto GROSPAYX

DK,RF: Goto SALARYB

21A SALARYB 47 ? [F1]

Could you tell me which range on CARD A best reflects (your/NAME's) 

total wages and salaries for ALL JOBS during the PAST 12 MONTHS?

 

1. $1-$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

Goto GROSPAYX

21A GROSPAYX What was the amount of (your/NAME's) last pay before any deductions? Goto PAYPERD

21A PAYPERD What period of time did this cover? 1: IF GROSPAYX lt 50 or gt 1635 goto 

ERR1_PAYPERD

 ELSE goto PAYSTUB
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1. One week

2. Two weeks

3. Month

4. Quarter

5. Year

6. Twice a month

7. Other

2: IF GROSPAYX lt 120 or gt 4800 goto 

ERR1_PAYPERD

 ELSE goto PAYSTUB

3: IF GROSPAYX lt 100 or gt 12000 goto 

ERR1_PAYPERD

 ELSE goto PAYSTUB

4: IF GROSPAYX lt 51 or gt 14583 goto 

ERR1_PAYPERD

 ELSE goto PAYSTUB

5: IF GROSPAYX lt 250 or gt 155000 goto 

ERR1_PAYPERD

 ELSE goto PAYSTUB

6: IF GROSPAYX lt 15 or gt 12838 goto 

ERR1_PAYPERD

 ELSE goto PAYSTUB

7: IF GROSPAYX lt 200 or gt 10000 goto 

ERR1_PAYPERD

 ELSE goto PAYPRDOT

DK,RF: IF GROSPAYX lt 8 or gt 200000 goto 

ERR1_PAYPERD

 ELSE goto PAYSTUB

21A PAYPRDOT Specify: Goto PAYSTUB

21A PAYSTUB Does the respondent have a paper or electronic pay check record present 

for (his / her / his/her) last paycheck?

1. Yes

2. No

Goto PRIVPENS

21A PRIVPENS Was there any money deducted from (your/NAME's) pay for -

Private pension fund?

1: Goto PRIVPENX

2,DK,RF: Goto GOVRET
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1. Yes

2. No

21A PRIVPENX How much? 1-99999999: IF PAYPERD = DK or RF and 

(PRIVPENX lt 5 or gt 147000) OR PAYPERD = 1 and 

(PRIVPENX lt 5 or gt 275) OR PAYPERD = 2 and 

(PRIVPENX lt 8 or gt 644) OR PAYPERD = 3 and 

(PRIVPENX lt 32 or gt 6000) OR PAYPERD = 4 and 

(PRIVPENX lt 5 or gt 4500) OR PAYPERD = 5 and 

(PRIVPENX lt 7 or gt 20000) OR PAYPERD = 6 and 

(PRIVPENX lt 30 or gt 1000) OR PAYPERD = 7 and 

(PRIVPENX lt 12 or gt 3000) THEN goto 

ERR1_PRIVPENX

 ELSE goto GOVRET

DK,RF: Goto GOVRET

21A GOVRET Was there any money deducted from (your/NAME's) pay for -

Government retirement?

1. Yes

2. No

1: Goto GOVRETX

2,DK,RF: Goto RRRDED

21A GOVRETX How much? 1-99999999: IF GOVRETX lt 5 or gt 590 then goto 

ERR1_GOVRETX

 ELSE goto RRRDED

DK,RF: Goto RRRDED

21A RRRDED Was there any money deducted from (your/NAME's) pay for -

Railroad retirement?

1. Yes

2. No

1: Goto RRRDEDX

2,DK,RF: Goto SSDED

21A RRRDEDX How much? 1-99999999: IF RRRDEDX lt 5 or gt 444 then goto 

ERR1_RRRDEDX

 ELSE goto SSDED
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DK,RF: Goto SSDED

21A SSDED Was there any money deducted from (your/NAME's) pay for -

Social Security including Medicare?

1. Yes

2. No

1: Goto MEDICOV

2,DK,RF: Goto SSNORM

21A SSNORM Are Social Security payments NORMALLY deducted from (your/NAME's) 

pay?

1. Yes

2. No

1: Goto MEDICOV

2,DK,RF: Goto EMPLCONT

21A MEDICOV Does the money deducted for Social Security cover only the Medicare 

portion of Social Security?

1. Yes

2. No

Goto EMPLCONT

21A EMPLCONT Other than Social Security, did any employer or union contribute to 

(your/NAME's) pension or retirement plan in the past 12 months?

1. Yes

2. No

Goto SEMPFRM

21A SEMPFRM ? [F1]

DURING THE PAST 12 MONTHS -

Did (you/NAME) receive any self-employment income or have a loss?

(Report income from own businesses (farm or non-farm) including 

proprietorships and partnerships)

1. Yes

2. No

1: Goto SEMPFRMX

2,DK,RF: Goto SOCSRRET

21A SEMPFRMX ? [F1] -999999999-999999999: IF SEMPFRMX = 0 then goto 
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What was the amount?

(Report net income after operating expenses. Include earning as a tenant 

farmer or sharecropper.)

 If net income was a loss, precede amount with a '-'

 Breakeven = 1

CK_SEMPFRMX

 ELSEIF SEMPFRMX lt 1 or gt 

200000 then goto ERR1_SEMPFRMX

 ELSE goto SOCSRRET

DK,RF: Goto SEMPFRMB

21A SEMPFRMB 47 ? [F1]

Could you tell me which range on CARD A best reflects (your/NAME's) 

income or loss from self-employment during the PAST 12 MONTHS?

0. Loss

1. $1-$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

Goto SOCSRRET

21A SOCSRRET ? [F1]

DURING THE PAST 12 MONTHS -

Did (you/NAME) receive any Social Security or Railroad Retirement 

benefits?

1. Yes

2. No

1: Goto RRRETIRX

2,DK,RF: Goto SUPPLINC

21A RRRETIRX ? [F1]

What was the amount of the last Social Security or Railroad Retirement 

payment received?

1-99999999: IF RRRETIRX lt 139 or gt 6000 then goto 

ERR1_RRRETIRX

 ELSE goto INCMEDCR
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DK,RF: Goto RRRETIRB

21A RRRETIRB 48 ? [F1]

Could you tell me which range on CARD B best reflects the amount of 

(your/NAME's) last Social Security or Railroad Retirement payment during 

the PAST 12 MONTHS?

1. Less than $500

2. $500-$699

3. $700-$999

4. $1,000-$1,299

5. $1,300-$1,699

6. $1,700 and over

Goto INCMEDCR

21A INCMEDCR Is this amount AFTER the deduction for a Medicare premium?

1. Yes

2. No

Goto SS_RRQ

21A SS_RRQ During the past 12 months, how many Social Security or Railroad 

Retirement payments did (you/NAME) receive?

IF SS_RRQ gt 12 then goto ERR1_SSRRQ

ELSE goto SUPPLINC

21A SUPPLINC ? [F1]

DURING THE PAST 12 MONTHS -

Did (you/NAME) receive any -

Supplemental Security Income (SSI) payments?

1. Yes

2. No

1: Goto SSIX

2,DK,RF: Goto INDRETAC

21A SSIX ? [F1]

What was the amount?

1-99999999: IF SSIX lt 5 or gt 15180 then goto 

ERR1_SSIX

 ELSE goto INDRETAC

DK,RF: Goto SSIB
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21A SSIB 49 ? [F1]

Could you tell me which range on CARD C best reflects the amount

(you/NAME) received in Supplemental Security income during the past 12 

months?

1. $1-$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

Goto INDRETAC

21A INDRETAC DURING THE PAST 12 MONTHS -

Did (you/NAME) place any money in a retirement plan such as an 

Individual Retirement Account (IRA) or Keogh? Do not include 

rollovers.

1. Yes

2. No

1: Goto INDRETX

2,DK,RF: Goto S21A_CHECK

21A INDRETX How much? IF INDRETX lt 75 or gt 18000 AND (ne DK or RF) then 

goto ERR1_INDRETX

ELSE goto S21A_CHECK

21A S21A_CHECK ** Non Displayed ** IF no more persons with 8500.INCWEEKQ = 0 or 

8500.ANYWORK = 2,DK or RF then goto S21A_END

ELSE goto ANYWORK for the next person

21A S21A_END ** Non Displayed ** Goto Section 21B

21B INTERDIV ? [F1] 1: Goto INTRDVX
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^UpUntil_fill

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any interest or

dividends? Report even small amounts credited to an account.

1. Yes

2. No

2,DK,RF: Goto NETRENT

21B INTRDVX ? [F1]

What was the amount?

1-99999999: IF INTRDVX gt 18000 then goto 

ERR1_INTRDVX

 ELSE goto NETRENT

DK,RF: Goto INTRDVB

21B INTRDVB 49 ? [F1]

Could you tell me which range on CARD C best reflects the amount 

(you/you or any members of your household) received in interest or 

dividends during the PAST 12 MONTHS?

1. $1-$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

Goto NETRENT

21B NETRENT ? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any net rental 

1: Goto NETRENTX

2,DK,RF: Goto ROYEST
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income or loss?

 Net rental income is the total amount after expenses.

1. Yes

2. No

21B NETRENTX ? [F1]

What was the amount?

 The net amount is the total amount after expenses.

 If income was a loss, precede amount with a '-'.

 Breakeven = 1.

-999999999-999999999: IF NETRENTX = 0 then goto 

CK_NETRENTX

 ELSEIF (NETRENTX lt -150,000 

or gt 48,000) then goto ERR1_NETRENTX

 ELSE goto ROYEST

DK,RF: Goto NETRENTB

21B NETRENTB 49 ? [F1]

Could you tell me which range on CARD C best reflects the total net rental 

income or loss during the PAST 12 MONTHS?

0. Loss

1. $1-$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. $15,999-$19,999

9. $20,000-$29,999

10. $30,000-$39,999

11. $40,000-$49,999

12. $50,000 and over

Goto ROYEST

21B ROYEST ? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any royalty 

income or income from estates and trusts?

1: Goto ROYESTX

2,DK,RF: Goto RETSURV
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1. Yes

2. No

21B ROYESTX ? [F1]

What was the amount?

1-99999999: IF ROYESTX lt 11 or gt 57926 then goto 

ERR1_ROYESTX

 ELSE goto RETSURV

DK,RF: Goto ROYESTB

21B ROYESTB 49 ? [F1]

Could you tell me which range on CARD C best reflects the total amount 

received in royalty income or income from estates and trusts during the 

PAST 12 MONTHS?

1. $1-$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

Goto RETSURV

21B RETSURV ? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any retirement, 

survivor, or disability pensions?

1. Yes

2. No

1: Goto RETSURVX

2,DK,RF: Goto OTHREG

21B RETSURVX ? [F1]

What was the amount?

1-99999999: IF RETSURVX lt 125 or gt 10530 then 

goto ERR1_RETSURVX

 ELSE goto OTHREG
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(Do not include Social Security.) DK,RF: Goto RETSURVB

21B RETSURVB 49 ? [F1]

Could you tell me which range on CARD C best reflects the total amount 

received in retirement, survivor, or disability pensions during the PAST 12 

MONTHS?

1. $1-$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

Goto OTHREG

21B OTHREG ? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive income on a 

REGULAR basis from any other source such as Veteran's Administration 

(VA) payments, unemployment compensation, child support, or alimony?

1. Yes

2. No

1: Goto OTHREGX

2,DK,RF: Goto LUMPSUM

21B OTHREGX ? [F1]

What was the amount from all sources?

(Do not include lump sum payments such as money from an inheritance or sale 

of a home.)

1-99999999: IF OTHREGX lt 58 or gt 29812 then goto 

ERR1_OTHREGX 

 ELSE goto LUMPSUM

DK,RF: Goto OTHREGB

21B OTHREGB 49 ? [F1] Goto LUMPSUM
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Could you tell me which range on CARD C best reflects the total amount 

received in Veteran's Administration (VA) payments, unemployment 

compensation, child support, or alimony during the PAST 12 MONTHS?

1. $1-$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

21B LUMPSUM ? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any lump sum 

payments from insurance, estates, trusts, royalties, child support, 

alimony, prizes or games of chance, or from persons outside your 

household?

1. Yes

2. No

1: Goto LUMPSUMX

2,DK,RF: Goto OTHERINC

21B LUMPSUMX ? [F1]

What was the total amount received ^ByMem?

1-99999999: IF LUMPSUMX lt 5 or gt 106000 then 

goto ERR1_LUMPSUMX

 ELSE goto OTHERINC

DK,RF: Goto LUMPSUMB

21B LUMPSUMB 49 ? [F1]

Could you tell me which range on CARD C best reflects the total lump 

sum payments during the PAST 12 MONTHS?

Goto OTHERINC
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1. $1-$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

21B OTHERINC ? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) receive any other 

money income, including money received from cash scholarship and 

fellowships, stipends not based on working, or from the care of foster 

children, not already reported?

1. Yes

2. No

1: Goto OTHRINCX

2,DK,RF: Goto MISCTAX

21B OTHRINCX ? [F1]

What was the total amount received (by all household members/ )?

1-99999999: IF OTHRINCX lt 100 or gt 23404 then 

goto ERR1_OTHRINCX

 ELSE goto MISCTAX

DK,RF: Goto OTHRINCB

21B OTHRINCB 49 ? [F1]

Could you tell me which range on CARD C best reflects the total amount 

of other money income received during the PAST 12 MONTHS?

1. $1-$999

2. $1,000-$1,999

Goto MISCTAX
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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

21B MISCTAX DURING THE PAST 12 MONTHS -

Did (you/you or any members of your household) PAY any inheritance 

or estate tax? 

1. Yes

2. No

1: Goto MISCTAXX

2,DK,RF: Goto FOODSMP

21B MISCTAXX What was the total amount PAID (by all household members/ )? IF MISCTAXX lt 35 or gt 6500 and (ne DK or RF) then 

goto ERR1_MISCTAXX

ELSE goto FOODSMP

21B FOODSMP DURING THE PAST 12 MONTHS -

Did anyone in this household receive Food Stamps or a Food Stamp 

benefit card? Include government benefits from the Supplemental 

Nutritional Assistance Program (SNAP). Do NOT include WIC or the 

National School Lunch Program.

1. Yes

2. No

1: Goto FS_MTHI

2,DK,RF: Goto WELFARE

21B FS_MTHI In how many of the past 12 months were food stamps or EBTs received? Goto FS_AMT

21B FS_AMT What was the dollar value of the last food stamps or EBT received? 1-99999999: IF FS_AMT lt 10 or gt 540 then goto 

ERR1_FS_AMT

 ELSE goto WELFARE

DK,RF: Goto WELFARE
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21B WELFARE ? [F1]

DURING THE PAST 12 MONTHS -

Did (you/you or any members of this household, including children,) 

receive any welfare payments or cash assistance from the state or local 

welfare office?

Please include even if only for one month. Do NOT include benefits from 

food, energy, or rental assistance programs.

1. Yes

2. No

1: Goto WELFAREX

2,DK,RF: Goto MEALSPAY

21B WELFAREX ? [F1]

What was the amount for the PAST 12 MONTHS?

1-99999999: IF WELFAREX lt 120 or gt 11064 then 

goto ERR1_WELFAREX

 ELSE goto MEALSPAY

DK,RF: Goto WELFAREB

21B WELFAREB 49 ? [F1]

Could you tell me which range on CARD C best reflects the total amount 

of income from cash assistance from state or local government welfare 

programs during the PAST 12 MONTHS?

1. $1-$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

Goto MEALSPAY

21B MEALSPAY DURING THE PAST 12 MONTHS - 1: Goto MLPAYWKX
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Have (you/you or any members of your household) received any free 

meals at work as part of your pay?

1. Yes

2. No

2,DK,RF: Goto S21B_END

21B MLPAYWKX About what was the WEEKLY dollar value of these meals? IF MLPAYWKX lt 18 or gt 3213 and (ne DK or RF) then 

goto ERR1_MLPAYWKX

ELSE goto MLPYQWKS

21B MLPYQWKS How many weeks did (you/you or any members of your household) 

receive such meals during the past 12 months?

Goto S21B_END

21B S21B_END ** Non Displayed ** IF INTNMBR = 4 then goto Section 22

ELSE goto the BBACK block

22 LIAINTRO The next few questions are about financial assets, credit, and loans. We 

know people aren't used to discussing their debt and financial assets, but 

we use this information to get a picture of how spending relates to 

changes in debt and savings. Be assured that, like all other information 

you have provided, these answers will be kept strictly confidential.

1. Enter 1 to Continue

Goto IRA

22 IRA Do (you/you or any members of your household) have any retirement 

accounts such as 401(k)s, IRAs, Thrift Savings Plans?

1. Yes

2. No

1: Goto IRAX

2,DK,RF: Goto DEFBENRP

22 IRAX ? [F1]

As of TODAY --

What is the total value of all retirement accounts such as 401(k)s, IRAs, 

Thrift Savings Plans that (you/your household) (own/owns)?

1-999999999999: IF IRAX gt 600000 then goto 

ERR1_IRAX

ELSE Goto IRAYRX

DK,RF: Goto IRAB

22 IRAB 50 ? [F1]

Could you tell me which range on CARD D best reflects the total value of 

all retirement accounts such as 401(k)s, IRAs, and Thrift Savings Plans? 

1-6: Goto IRAYRX

DK,RF: Goto DEFBENRP
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1. $1-$1,999

2. $2,000-$9,999

3. $10,000-$49,999

4. $50,000-$199,999

5. $200,000-$449,999

6. $450,000 and over

22 IRAYRX ? [F1]

What was the total value of all retirement accounts ONE YEAR AGO 

TODAY?

0: Goto IRAYR

1-999999999999: IF IRAYRX gt 600000 then goto 

ERR1_IRAYRX

 ELSE Goto DEFBENRP

DK,RF: Goto IRAYRB

22 IRAYRB 50 ? [F1]

Could you tell me which range on CARD D best reflects the total value of 

all retirement accounts ONE YEAR AGO TODAY?

1. $1-$1,999

2. $2,000-$9,999

3. $10,000-$49,999

4. $50,000-$199,999

5. $200,000-$449,999

6. $450,000 and over

Goto DEFBENRP

22 IRAYR Did (you/you or any members of your household) have any retirement 

accounts such as 401(k)s, IRAs, Thrift Savings Plans ONE YEAR AGO 

TODAY?

1. Yes

2. No

Goto DEFBENRP

22 DEFBENRP ? [F1]

Do (you/you or any members of your household) have a defined benefit 

retirement plan, such as a pension from an employer?

1. Yes

2. No

Goto STOCK

22 STOCK ? [F1] 1: Goto STOCKX
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Do (you/you or any members of your household) have any directly-held 

stocks, bonds, or mutual funds (Not in Retirement accounts/ )?

 Include U.S. savings bonds

1. Yes

2. No

2,DK,RF: Goto LIQUID

22 STOCKX ? [F1]

As of TODAY --

What is the total value of all directly-held stocks, bonds, and mutual 

funds (Not in Retirement accounts/ ) that (you/your household) 

(own/owns)?

 Include US savings bonds

1-999999999999: IF STOCKX lt 5 or gt 600000 then 

goto ERR1_STOCKX

 ELSE goto STOCKYRX

DK,RF: Goto STOCKB

22 STOCKB 50 ? [F1]

Could you tell me which range on CARD D best reflects the total value of 

all directly-held stocks, bonds, and mutual funds (Not in Retirement

accounts/ )?

 Include US savings bonds

1. $1-$1,999

2. $2,000-$9,999

3. $10,000-$49,999

4. $50,000-$199,999

5. $200,000-$449,999

6. $450,000 and over

1-6: Goto STOCKYRX

DK,RF: Goto LIQUID

22 STOCKYRX ? [F1]

What was the total value of all directly-held stocks, bonds, and mutual 

funds (Not in Retirement accounts/ ) ONE YEAR AGO TODAY?

 Include US savings bonds

0: Goto STOCKYR

1-999999999999: IF STOCKYRX = 1-5 or gt 600000 

then goto ERR1_STOCKYRX

 ELSE goto LIQUID

DK,RF: Goto STOCKYRB
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22 STOCKYRB 50 ? [F1]

Could you tell me which range on CARD D best reflects the total value of 

all directly-held stocks, bonds, and mutual funds (Not in Retirement 

accounts/ ) ONE YEAR AGO TODAY?

 Include US savings bonds

1. $1-$1,999

2. $2,000-$9,999

3. $10,000-$49,999

4. $50,000-$199,999

5. $200,000-$449,999

6. $450,000 and over

Goto LIQUID

22 STOCKYR Did (you/you or any members of your household) have any directly-held 

stocks, bonds, or mutual funds (Not in Retirement accounts/ ) ONE 

YEAR AGO TODAY? 

 Include U.S. savings bonds

1. Yes

2. No

Goto LIQUID

22 LIQUID Do (you/you or any members of your household) have any checking, 

savings, money market accounts, or certificates of deposit or CDs?

1. Yes

2. No

1: Goto LIQUIDX

2,DK,RF: Goto WHOLIF

22 LIQUIDX ? [F1]

As of TODAY --

What is the total value of all checking, savings, money market accounts, 

and certificates of deposit or CDs (you/your household) (have/has)?

1-999999999999: IF LIQUIDX gt 200000 then goto 

ERR1_LIQUIDX

 ELSE goto LIQUDYRX

DK, RF: Goto LIQUIDB

22 LIQUIDB 51 ? [F1]

Could you tell me which range on CARD E best reflects the total value of 

checking, savings, money market accounts, and certificates of deposit or 

CDs?

1-6: Goto LIQUDYRX

DK, RF: Goto WHOLIF
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Section Variable Name Question Text Skip Instructions

1. $1-$499

2. $500-$999

3. $1,000-$2,499

4. $2,500-$9,999

5. $10,000-$34,999

6. $35,000 and over

22 LIQUDYRX ? [F1]

What was the total value of all checking, savings, money market 

accounts, and certificates of deposit or CDs ONE YEAR AGO TODAY?

0: Goto LIQUDYR

1-999999999999: IF LIQUDYRX gt 200000 then goto 

ERR1_LIQUDYRX

 ELSE goto WHOLIF

DK,RF: Goto LIQUDYRB

22 LIQUDYRB 51 ? [F1]

Could you tell me which range on CARD E best reflects the total value of 

all checking, savings, money market accounts, and certificates of deposit 

or CDs ONE YEAR AGO TODAY?

1. $1-$499

2. $500-$999

3. $1,000-$2,499

4. $2,500-$9,999

5. $10,000-$34,999

6. $35,000 and over

Goto WHOLIF

22 LIQUDYR Did (you/you or any members of your household) have any checking, 

savings, money market accounts, or certificates of deposit or CDs ONE 

YEAR AGO TODAY?

1. Yes

2. No

Goto WHOLIF

22 WHOLIF ? [F1]

(Do/Does) (you/your household) own any whole life insurance or other life 

insurance policies that can be surrendered for cash or borrowed against 

prior to the death of the person insured?

 Also include universal life and variable life insurance

1: Goto WHOLIFX

2,DK,RF: Goto OTHAST
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Section Variable Name Question Text Skip Instructions

 Do NOT include term life insurance or other policies that only have a 

benefit upon death or disability

1. Yes

2. No

22 WHOLIFX ? [F1]

As of TODAY --

What is the total surrender value of these policies?

 Surrender value is also known as the cash value

 Enter the amount that can be borrowed or withdrawn prior to death, 

NOT the benefit upon

 death of the insured

1-999999999999: IF WHOLIFX gt 70000 then goto 

ERR1_WHOLIFX

 ELSE goto WHLFYRX

DK,RF: Goto WHOLIFB

22 WHOLIFB 51 ? [F1]

Could you tell me which range on CARD E best reflects the total 

surrender value of these policies?

 Surrender value is also known as the cash value

 Enter the amount that can be borrowed or withdrawn prior to death, 

NOT the benefit upon

 death of the insured 

1. $1-$499

2. $500-$999

3. $1,000-$2,499

4. $2,500-$9,999

5. $10,000-$34,999

6. $35,000 and over

1-6: Goto WHLFYRX

DK,RF: Goto OTHAST

22 WHLFYRX ? [F1]

What was the total surrender value of these policies ONE YEAR AGO 

TODAY?

 Surrender value is also known as the cash value

0: Goto WHLFYR

1-999999999999: IF WHLFYRX gt 70000 then goto 

ERR1_WHLFYRX

 ELSE goto OTHAST

DK,RF: Goto WHLFYRB
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Section Variable Name Question Text Skip Instructions

 Enter the amount that can be borrowed or withdrawn prior to death, 

NOT the benefit upon

 death of the insured

22 WHLFYRB 51 ? [F1]

Could you tell me which range on CARD E best reflects the total 

surrender value of these policies ONE YEAR AGO TODAY?

 Surrender value is also known as the cash value

 Enter the amount that can be borrowed or withdrawn prior to death, 

NOT the benefit upon

 death of the insured

1. $1-$499

2. $500-$999

3. $1,000-$2,499

4. $2,500-$9,999

5. $10,000-$34,999

6. $35,000 and over

Goto OTHAST

22 WHLFYR Did (you/your household) own any whole life insurance or other life 

insurance policies that can be surrendered for cash or borrowed against

prior to the death of the person insured ONE YEAR AGO TODAY? 

 Also include universal life and variable life insurance

 Do NOT include term life insurance or other policies that only 

have a benefit upon death or disability

1. Yes

2. No

Goto OTHAST

22 OTHAST (Do/Does) (you/your household) have any other financial assets, such as 

annuities, trusts, and royalties?

1. Yes

2. No

1: Goto OTHASTX

2,DK,RF: Goto CREDIT

22 OTHASTX As of TODAY --

What is the total value of these other financial assets?

1-999999999999: IF OTHASTX lt 5 or gt 600000 then 

goto ERR1_OTHASTX

 ELSE goto OTHSTYRX
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Section Variable Name Question Text Skip Instructions

DK, RF: Goto OTHASTB

22 OTHASTB 50

Could you tell me which range on CARD D best reflects the total value of 

these other financial assets? 

1. $1-$1,999

2. $2,000-$9,999

3. $10,000-$49,999

4. $50,000-$199,999

5. $200,000-$449,999

6. $450,000 and over

1-6: Goto OTHSTYRX

DK, RF: Goto CREDIT

22 OTHSTYRX What was the total value of these other financial assets ONE YEAR AGO 

TODAY?

0: Goto OTHSTYR

1-999999999999: IF OTHSTYRX =1-5 or gt 600000 

then goto ERR1_OTHSTYRX

 ELSE goto CREDIT

DK,RF: Goto OTHSTYRB

22 OTHSTYRB 50

Could you tell me which range on CARD D best reflects the total value of 

these other financial assets ONE YEAR AGO TODAY?

1. $1-$1,999

2. $2,000-$9,999

3. $10,000-$49,999

4. $50,000-$199,999

5. $200,000-$449,999

6. $450,000 and over

Goto CREDIT

22 OTHSTYR Did (you/your household) have any other financial assets, such as 

annuities, trusts, and royalties ONE YEAR AGO TODAY? 

1. Yes

2. No

Goto CREDIT

22 CREDIT ? [F1]

(Do/Does) (you/your household) have any credit cards including store 

1: Goto CREDITX

2,DK,RF: Goto STUDNT
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cards and gas cards?

1. Yes

2. No

22 CREDITX ? [F1]

What is the total amount owed on all cards as of TODAY?

0-999999999999: IF CREDITX = 1-9 or gt 30000 then 

goto ERR1_CREDITX

 ELSE goto CREDTYRX

DK, RF: Goto CREDITB

22 CREDITB 51 ? [F1]

Could you tell me which range on CARD E best reflects the total amount 

owed on all major credit cards including store cards and gas cards? 

1. $1-$499

2. $500-$999

3. $1,000-$2,499

4. $2,500-$9,999

5. $10,000-$34,999

6. $35,000 and over

1-6: Goto CREDTYRX

DK,RF: Goto CREDFINX

22 CREDTYRX ? [F1]

What was the total amount owed on all cards ONE YEAR AGO TODAY?

0: Goto CREDYR

1-999999999999: IF CREDTYRX = 1-9 or gt 30000 

then goto ERR1_CREDTYRX

 ELSE goto CREDFINX

DK, RF: Goto CREDYRB

22 CREDYRB 51 ? [F1]

Could you tell me which range on CARD E best reflects the total amount 

owed on all major credit cards including store cards and gas cards ONE 

YEAR AGO TODAY?

1. $1-$499

2. $500-$999

3. $1,000-$2,499

4. $2,500-$9,999

5. $10,000-$34,999

Goto CREDFINX
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Section Variable Name Question Text Skip Instructions

6. $35,000 and over

22 CREDYR Did (you/your household) have any credit cards including store cards and 

gas cards ONE YEAR AGO TODAY? 

1. Yes

2. No

Goto CREDFINX

22 CREDFINX What was the total amount paid in finance, late charges, and interest for 

all cards in (last month)?

0-999999999999: IF CREDFINX gt 700 then goto 

ERR1_CREDFINX

 ELSE Goto STUDNT

DK, RF: Goto STUDNT

22 STUDNT ? [F1]

As of TODAY --

(Do/Does) (you/your household) have any student loans?

1. Yes

2. No

1: Goto STUDNTX

2, DK, RF: Goto OTHLOAN

22 STUDNTX ? [F1]

What is the total amount owed on all student loans?

1-999999999999: IF STUDNTX lt 50 or gt 72000 then 

goto ERR1_STUDNTX

 ELSE goto STDNTYRX

DK, RF: Goto STUDNTB

22 STUDNTB 51 ? [F1]

Could you tell me which range on CARD E best reflects the total amount 

owed on all student loans?

1. $1-$499

2. $500-$999

3. $1,000-$2,499

4. $2,500-$9,999

5. $10,000-$34,999

6. $35,000 and over

1-6: Goto STDNTYRX

DK, RF: Goto STUDFINX

22 STDNTYRX ? [F1]

What was the total amount owed on all student loans ONE YEAR AGO 

0: Goto STDNTYR

1-999999999999: IF STDNTYRX = 1-49 or gt 72000 
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Section Variable Name Question Text Skip Instructions

TODAY? then goto ERR1_STDNTYRX

 ELSE goto STUDFINX

DK, RF: Goto STDNTYRB

22 STDNTYRB 51 ? [F1]

Could you tell me which range on CARD E best reflects the total amount 

owed on all student loans ONE YEAR AGO TODAY?

1. $1-$499

2. $500-$999

3. $1,000-$2,499

4. $2,500-$9,999

5. $10,000-$34,999

6. $35,000 and over

Goto STUDFINX

22 STDNTYR Did (you/your household) have any student loans ONE YEAR AGO 

TODAY? 

1. Yes

2. No

Goto STUDFINX

22 STUDFINX What was the total amount paid in finance, late charges, and interest for 

all student loans in (last month)?

0-999999999999: IF STUDFINX gt 375 then goto 

ERR1_STUDFINX

 ELSE goto OTHLOAN

DK, RF: Goto OTHLOAN

22 OTHLOAN ? [F1]

As of TODAY --

(Do/Does) (you/your household) have any other debt such as medical 

loans or personal loans?

 Do not include mortgages, home equity loans, or vehicle loans

1. Yes

2. No

1: Goto OTHLONX

2,DK,RF: Goto S22_END

22 OTHLONX ? [F1]

What is the total amount owed on all other loans?

1-999999999999: IF OTHLONX lt 50 or gt 72000 then 

goto ERR1_OTHLONX

 ELSE goto OTHLNYRX
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Section Variable Name Question Text Skip Instructions

 Do not include mortgages, home equity loans, or vehicle loans DK,RF: Goto OTHLONB

22 OTHLONB 51 ? [F1]

Could you tell me which range on CARD E best reflects the total amount 

owed on all other loans?

 Do not include mortgages, home equity loans, or vehicle loans

1. $1-$499

2. $500-$999

3. $1,000-$2,499

4. $2,500-$9,999

5. $10,000-$34,999

6. $35,000 and over

1-6: Goto OTHLNYRX

DK,RF: Goto OTHFINX

22 OTHLNYRX ? [F1]

What was the total amount owed on all other loans ONE YEAR AGO 

TODAY?

 Do not include mortgages, home equity loans, or vehicle loans

0: Goto OTHLNYR

1-999999999999: IF OTHLNYRX = 1-49 or gt 72000 

then goto ERR1_OTHLNYRX

 ELSE goto OTHFINX

DK,RF: Goto OTHLNYRB

22 OTHLNYRB 51 ? [F1]

Could you tell me which range on CARD E best reflects the total amount 

owed on all other loans ONE YEAR AGO TODAY?

 Do not include mortgages, home equity loans, or vehicle loans

1. $1-$499

2. $500-$999

3. $1,000-$2,499

4. $2,500-$9,999

5. $10,000-$34,999

6. $35,000 and over

Goto OTHFINX

22 OTHLNYR Did (you/your household) have any other debt such as medical loans or 

personal loans ONE YEAR AGO TODAY? 

Goto OTHFINX
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Section Variable Name Question Text Skip Instructions

 Do not include mortgages, home equity loans, or vehicle loans

1. Yes

2. No

22 OTHFINX What was the total amount paid in finance, late charges, and interest for 

all other loans in (last month)?

 Do not include mortgages, home equity loans, or vehicle loans

0-999999999999: IF OTHFINX gt 375 then goto 

ERR1_OTHFINX

 ELSE goto S22_END

DK, RF: Goto S22_END

22 S22_END ** Non Displayed **

BACK AFTERMID ** Non Displayed ** IF COMPLETE_FLAG = 1 and NOCONTACT = 0 and 

INTNMBR = 4 then goto BlkAPPT.BResearch

IF COMPLETE_FLAG = 1 then goto DK_THANK

IF INTROB = 6 then goto APPTOTH

IF START = 4 OR INTROB = 2 or 4 then goto 

VERIFY_INFO

IF START = 3 then goto TRANS

IF INTROB = 5 OR REPLACE_VER2 = 1 OR ONE_CU 

= 1 OR MULTI_CU = 1 then goto DONE

IF (TYPEC = 3, 7, 10-12) then goto DONE

IF NONTYP = 1-3 then goto THANK2

ELSE goto SKIP_CHECK

BACK SKIP_CHECK Some Sections have been skipped.

Is there anyone in the household now that would be able to provide 

information on:

 Press Shift-F5 to view the status table

1. Yes

1: Goto SK_RESP

2: Goto APPTOTH

3: Goto DONE
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Section Variable Name Question Text Skip Instructions

2. No

3. Battery problem

BACK SK_RESP Ask if necessary: 

 With whom am I speaking? 

 

 ENTER LINE NUMBER or 95. For proxy respondent

1. ^NAME[1]

2. ^NAME[2]

3. ^NAME[3]

4. ^NAME[4]

5. ^NAME[5]

6. ^NAME[6]

7. ^NAME[7]

8. ^NAME[8]

9. ^NAME[9]

10. ^NAME[10]

11. ^NAME[11]

12. ^NAME[12]

13. ^NAME[13]

14. ^NAME[14]

15. ^NAME[15]

16. ^NAME[16]

17. ^NAME[17]

18. ^NAME[18]

19. ^NAME[19]

20. ^NAME[20]

21. ^NAME[21]

22. ^NAME[22]

23. ^NAME[23]

24. ^NAME[24]

25. ^NAME[25]

26. ^NAME[26]

27. ^NAME[27]

28. ^NAME[28]

29. ^NAME[29]

30. ^NAME[30]

95. Proxy Respondent

1-30: IF (SKIPFLAG[SK_RESP] = 1) OR (SK_RESP gt 

NROSIZ) OR (AGERNG[SK_RESP] lt 2) OR 

(HHMEM[SK_RESP] = 2) then goto CK_SK_RESP

 ELSE goto SK_RESP2

95: Goto SK_RESP2
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Section Variable Name Question Text Skip Instructions

BACK RES_INTRO We would like to improve the survey taking experience for others and 

your feedback can help us do that. Please think of your involovement in 

this survey as a whole when answering these next few questions.

1. Enter 1 to Continue

Goto RES01

Back RES01 How burdensome was this survey to you? Would you say:

1. Not at all burdensome?

2. A little burdensome?

3. Somewhat burdensome?

4. Very burdensome?

5. Very burdensome?

Goto RES02

Back RES02 How difficult was it for you to answer the questions in this survey?

1. Not at all difficult

2. A little difficult

3. Somewhat difficult

4. Very difficult

5. Extremely difficult

Goto RES03

Back RES03 How sensitive did you feel the questions I asked today were?

1. Not at all sensitive

2. A little sensitive

3. Somewhat sensitive

4. Very sensitive

5. Extremely sensitive

Goto RES04

Back RES04 In thinking about the length of today's survey, would you say that it was...

1. Very short?

2. Somewhat short?

3. Neither short nor long?

4. Somewhat long?

5. Very long?

Exit BResearch block and goto DK_CHECK

BACK APPTOTH I'd like to schedule a DATE to (conduct/complete) the interview.

What DATE AND TIME would be best to visit again?

 Today is: (current date) B. Battery 

problem

25 characters: Goto THANKCB

B: Goto DONE

RF: IF outcome = 202 then goto CBREF
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Section Variable Name Question Text Skip Instructions

 Missing Sections: Press shift-F5 to view the status table

 ELSE goto VERIFY_INFO

BACK CBREF Exit this case now.

 Call the case up again and make it a TYPE A non-interview before 

transmitting.

1. Enter 1 to Continue

Goto VERIFY_INFO

BACK THANKCB Thank you.

I will come back at the time suggested

 Revisit (Appointment information)

1. Enter 1 to Continue

Goto VERIFY_INFO

BACK DK_CHECK Are there any Don't Know items that you need to callback for?

 Press Ctrl-M to review all Don't Knows

 

1. Yes

2. No

1: Goto DK_APPT

2: Goto THANKYOU

BACK DK_APPT I'd like to schedule a DATE to complete the missing items.

What DATE AND TIME would be best to visit you again?

 Today is (current date)

 DK Items: Press Ctrl-M to review all Don't Knows

Goto DK_THANK

BACK DK_THANK Thank you.

I will come back at the time suggested.

 Revisit: (Appointment information)

1. Enter 1 to Continue

Goto VERIFY_INFO

BACK THANKYOU This concludes the interview. Thank you for your patience, and for 

taking the time to answer our questions.

IF INTNMBR = 1-3 then goto QTRAPPT

ELSE goto HOW_INTV
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Section Variable Name Question Text Skip Instructions

Let me remind you that the information you provide is very valuable 

because it is used to update the Consumer Price Index, which is one of 

our nation's leading economic indicators.

That is why we sincerely appreciate your participation in this survey(and 

look forward to your continued support when we contact you again in 3 

months.). 

 

 Interview number: (1/2/3/4/5)

 NOTE: Inform the respondent that a supervisor may call them to 

conduct re-interview.

 Explain re-interview as needed.

1. Enter 1 to Continue

BACK QTRAPPT Today is (current date). I would like to return during the first week of 

(month) to conduct your next interview. What day and time works best 

with your schedule?

Enter date and time of the next quarter appointment.

Give respondent an appointment card with the filled-in date and time with 

Regional Office or Field Representative contact information.

NOTE : If you are not making an appointment for the next interview, press 

Enter.

Goto HOW_INTV

BACK THANK2 Thank you for your time. You've been very helpful.

 NOTE: Inform the respondent that a supervisor

 may call them to conduct re-interview.

Explain re-interview as needed.

 Interview number: 

(1/2/3/4/5)

 

1. Enter 1 to Continue

IF BCNAME ne blank then goto VERIFY_INFO

ELSEIF NONTYP = 1-3 then goto TELPV

ELSE goto DONE

BACK TRANS 1: Goto MISS_SEC
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Section Variable Name Question Text Skip Instructions

 Are you ready to transmit this case?

 

1. Yes

2. No

2: Goto VERIFY_INFO

BACK MISS_SEC No survey data were collected for a required section(s).

 

 Press F5 to view status table 

Enter the reason that best describes why survey data was not collected.

Goto TELPV

BACK HOW_INTV How did you collect the data for this (first/second/third/fourth) interview for 

this household?

1. Personal visit for all sections

2. Personal visit for all sections, but telephone followup for some questions

3. Personal visit for more than half of the sections, the rest by telephone

4. Equally split between personal visit and telephone

5. Telephone for more than half of the sections, the rest by personal visit

6. Telephone for all sections

1,6: Goto SNGL_INT

2: Goto TEL_RESN

3,4,5: Goto TEL_SECT

BACK SNGL_INT Were you able to conduct the interview in a single (visit/call)?

1. Yes

2. No

IF HOW_INTV = 6 then goto TEL_RESN

ELSE goto CONVREF

BACK TEL_SECT Which of these sections did you collect entirely by telephone? 

 Enter all that apply, separate with commas. 

 

 Do not select 6 or 7 if any part of the section was collected in 

person.

1. Sections 2 and 3 Housing - rent, mortgage, home equity loans.

2. Section 4 Utilities/Communications (electricity, heating, telephone, cable, 

internet).

3. Section 6 Appliances

4. Section 8 Home Furnishings

5. Section 9 Clothing

6. Sections 10, 11, and 12 Vehicle Expenses

Goto TEL_RESN
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Section Variable Name Question Text Skip Instructions

7. Sections 13 and 15 Insurance

8. Section 14 Medical/Health Expenses

9. Section 18 Trips and Vacations

10. Section 21 Work Experience and Income

BACK TEL_RESN What was the main reason for collecting data by telephone?

1. Barriers to reaching the sample unit (i.e., doorman, security, dog).

2. Collecting data from additional respondent(s) in household

3. Excessive distance or travel time to sample unit.

4. Respondent called FR to do interview.

5. Respondent only available by telephone (scheduling issues).

6. Respondent refused personal visit.

7. Respondent requested telephone interview.

8. Other (Specify).

1-7: Goto CONVREF

8: Goto OTHTLRSN

BACK OTHTLRSN Specify Goto CONVREF

BACK TELPV How did you collect MOST of the data for this case? 

 (Include follow-ups)

 

1. By personal visit

2. By phone

IF Bcoverage.NONTYP = 1 AND SECTCOMP[2 or 3] = 

1 AND NOCONTACT = 0 then goto RESPON

ELSE goto DONE

BACK CONVREF ? [F1]

 Was this a converted refusal?

 

 

1. Yes

2. No

Goto RESPON

BACK RESPON Enter the line number of the MAIN respondent. 

1. ^NAME[1]

2. ^NAME[2]

3. ^NAME[3]

4. ^NAME[4]

5. ^NAME[5]

6. ^NAME[6]

7. ^NAME[7]

If (BControlcard.TUnit1.Person.HH_MEM[RESPON] = 

2) OR 

(BControlcard.TUnit2.Person.AGERNG[RESPON] = 1) 

OR (BControlcard.TUnit1.Person.PERSTAT[RESPON] 

= 7, 8 or 99) OR 

(BControlcard.TUnit1.Person.MEMBSTAT[RESPON] = 

1, 3 or 5) then goto CK_RESPON

ELSE goto OTHRSP
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Section Variable Name Question Text Skip Instructions

8. ^NAME[8]

9. ^NAME[9]

10. ^NAME[10]

11. ^NAME[11]

12. ^NAME[12]

13. ^NAME[13]

14. ^NAME[14]

15. ^NAME[15]

16. ^NAME[16]

17. ^NAME[17]

18. ^NAME[18]

19. ^NAME[19]

20. ^NAME[20]

21. ^NAME[21]

22. ^NAME[22]

23. ^NAME[23]

24. ^NAME[24]

25. ^NAME[25]

26. ^NAME[26]

27. ^NAME[27]

28. ^NAME[28]

29. ^NAME[29]

30. ^NAME[30]

95. Proxy Respondent

BACK OTHRSP Enter the line number of ALL OTHER respondents. 

 

 Enter 0 For None 

(Display Names of persons in the household)

0. None

1. ^NAMEonly(1)

2. ^NAMEonly(2)

3. ^NAMEonly(3)

4. ^NAMEonly(4)

5. ^NAMEonly(5)

6. ^NAMEonly(6)

7. ^NAMEonly(7)

8. ^NAMEonly(8)

IF OTHRSP = RESPON then goto CK_OTHRSP

ELSEIF (BControlcard.Tunit1.Person.FNAME[Othrsp] = 

999 or EMPTY) or 

(BControlcard.Tunit1.Person.HH_MEM[othrsp] = 2) OR 

(BControlcard.Tunit1.Person.MEMBSTAT[othrsp] = 1, 3 

or 5) OR 

(BControlcard.Tunit1.Person.PERSTAT[othrsp] = 7, 8 or 

99) then goto CK2_OTHRSP

ELSEIF 0 is selected with other answer list options then 

goto CK3_OTHRSP

ELSE goto USERECS
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Section Variable Name Question Text Skip Instructions

9. ^NAMEonly(9)

10. ^NAMEonly(10)

11. ^NAMEonly(11)

12. ^NAMEonly(12)

13. ^NAMEonly(13)

14. ^NAMEonly(14)

15. ^NAMEonly(15)

16. ^NAMEonly(16)

17. ^NAMEonly(17)

18. ^NAMEonly(18)

19. ^NAMEonly(19)

20. ^NAMEonly(20)

21. ^NAMEonly(21)

22. ^NAMEonly(22)

23. ^NAMEonly(23)

24. ^NAMEonly(24)

25. ^NAMEonly(25)

26. ^NAMEonly(26)

27. ^NAMEonly(27)

28. ^NAMEonly(28)

29. ^NAMEonly(29)

30. ^NAMEonly(30)

95. Proxy respondent

BACK USERECS In this interview, how often did the respondent consult records?

 

1. Always or almost always

2. Most of the time 

3. Occasionally or used at least one record

4. Never, no records used

1-3: Goto TYPERECS

4: Goto HOMEFILE

BACK TYPERECS What types of bills, receipts, or records did the respondent(s) use to 

answer expenditure questions?

 Enter all that apply, separate with commas. 

 

1. Bills

2. Checkbook ledger or check stubs

1-8: Goto RSECTN

9: Goto SPECRECS
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Section Variable Name Question Text Skip Instructions

3. Personal finance or budgeting software records

4. Receipts or e-mail receipts

5. Home file (provided by Census Bureau)

6. Contracts or agreements

7. Credit card, bank, or online bill-paying statements

8. Pay stub

9. Other- specify

BACK SPECRECS Specify Goto RSECTN

BACK RSECTN Which of these sections did the respondent(s) use bills, receipts, or other 

resources to answer

 expenditure questions?

 Enter all that apply, separate with commas.

1. Section 1 - General Housing Characteristics

2. Section 2 - Rental Living Quarters

3. Sections 3 - Owned Living Quarters & Other Owned Real Estate

4. Section 4 - Utilities and Fuels

5. Section 5 - Construction, Repairs, Alterations, and Maintenance of Property

6. Section 6 - Appliances, Household Equipment, and Other Selected Items

7. Section 7 - Household Item Repairs, Service Contracts, and Extended 

Warranties

8. Section 8 - Home Furnishings and Related Household Items

9. Section 9 - Clothing and Clothing Services

10. Section 10 - Rented and Leased Vehicles 

11. Section 11 - Owned vehicles

12. Section 12 - Vehicle Operating Expenses

13. Section 13 - Health Insurance

14. Section 14 - Medical and Health Expenses 

15. Section 15 - Insurance Other than Health

16. Section 16 - Educational Expenses

17. Section 17 - Subscriptions, Memberships, Books, and Entertainment 

Expenses

18. Section 18 - Trips and Vacations

19. Section 19 - Miscellaneous Expenses

20. Section 20 - Expense Patterns for Selected Goods and Services

21. Section 21 - Work Experience and Income

22. Section 22 - Assets and Liabilities

Goto HOMEFILE
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

Computer Assisted Personal Interviewing (CAPI) - Instrument Specifications

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Section Variable Name Question Text Skip Instructions

BACK HOMEFILE

 Did you give the respondent a Home File this quarter?

 

 

1. Yes

2. No

Goto INFOBOOK

BACK INFOBOOK

 In the interview, how often did the respondent consult the 

information booklet?

 If reading the book to the respondent, enter 5.

 

 

1. Almost always (90% of the time or more) 

2. Most of the time (50% to 89% of the time)

3. Occasionally (10% to 49% of the time)

4. Never or almost never (less than 10% of the time)

5. The respondent did not have access to the information booklet.

Goto LANGUAGE

BACK LANGUAGE

 In what language was the interview conducted?

 

1. English

2. Spanish

3. Other - specify

1,2: Goto VERIFY_INFO

3: Goto LANG_SP

BACK LANG_SP Specify Goto VERIFY_INFO

BACK VERIFY_INFO

 Verify/change any of the information listed below

 

 Telephone number: ((area)) (phone number) (Extension)

 Second phone: (2nd phone number) (2nd phone extension)

 Best time to call : (Bestime code description)

 Specific best time: (best time specify)

 No Sunday: ((No Sunday Interview/Sunday interview okay)) 

 

1. Enter 1 to Continue

1: Goto DONE

2: Goto V_PHONE
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Section Variable Name Question Text Skip Instructions

2. Change something

BACK V_PHONE What is your telephone number?

 Enter 0 for none.

IF entry lt 10 digits and ne 0 then goto CK_VPHONE

ELSE goto V_BSTTI

BACK V_BSTTI Best time to contact

 

1. Morning (9am-12noon) 

2. Noon/lunchtime (11am-1pm) 

3. Afternoon (12noon-4pm)

4. Suppertime/early evening/dinnertime(4pm-7pm) 

5. Evening (6pm-9pm) 

6. Anytime (9am-9pm)

7. Late evening/night (7pm-9pm)

8. Daytime (9am-4pm)

9. After 5pm

10. Battery problem

1-9, Empty: Goto V_BSTTI2

10: Goto DONE

BACK V_BSTTI2 Enter specific best time to contact Goto V_NOSUN

BACK V_NOSUN Would a Sunday interview be acceptable?

 

1. Yes

2. No

3. battery problem

Goto DONE

BACK DONE ** Non Displayed ** Goto SET_REINT

BACK SET_REINT ** Non Displayed ** Exit Instrument

CHI CTATEMPT CONTACT HISTORY INSTRUMENT

 Describe this contact attempt.

1. Personal visit

2. Telephone (outgoing)

3. Telephone (incoming)

4. Not attempting contact

1-3: Goto TIMEOFCT

4: Goto NOATTEMPT

CHI TIMEOFCT TIME OF CONTACT

 Are you entering the Contact History Instrument at the time of a contact 

1: Goto CASECONTACT

2: Goto FR_DATE
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Section Variable Name Question Text Skip Instructions

attempt?

1. Yes

2. No

CHI FR_DATE DATE OF CONTACT

 Enter the date of the contact attempt in MM/DD/YYYY format

Goto FRTIME

CHI FRTIME TIME OF CONTACT

 Enter the time of the contact attempt in HH:MM am/pm format

Goto CASECONTACT

CHI NOATTEMPT NOT ATTEMPTING CONTACT

 What were you doing?

 Enter all that apply, separate with commas.

1. Reviewing or changing case information

2. Readying case for transmission

3. Doing ACS geocode verification

4. Locating activities (canvassing, management or government office, 

FastData, ALMI, etc.)

5. Verification of Type B/C

6. Opened case/ CHI by mistake

99. Other - specify

1-6: Exit CHI

99: Goto SPECNOATTEMPT

CHI SPECNOATTEMPT OTHER NOT ATTEMPTING CONTACT

 Specify other activites you were doing

Exit CHI

CHI CASECONTACT CONTACT OR NONCONTACT

 Select the category that best describes this attempt.

1. Contact with sample unit member

2. Contact with NON-SAMPLE unit member

3. Noncontact

1: Goto CTTYPE

2,3: IF CTATEMPT = 1 then goto NCTPER

 ELSE goto NCTTEL

CHI CTTYPE CONTACT

Select the category that best describes this contact attempt.

1: Goto RSPNDENT

2,3: Goto NONINTER
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Section Variable Name Question Text Skip Instructions

1. Completed case - ready to transmit

2. Partial interview - follow-up required

3. Unable to conduct interview

CHI NONINTER PARTIAL INTERVIEW OR UNABLE TO CONDUCT INTERVIEW

 Select the categories that describe why you were not able to conduct or 

complete the interview during this contact attempt.

 Enter all that apply, separate with commas.

1. Eligible person not available

2. Inconvenient time

3. Respondent is reluctant

4. Language problem - specify

5. Health problem

6. Successful paper questionnaire placement / pick-up

99. Other - specify

1-3,5,6: Goto RSPNDENT

4: Goto cLANGUAGE

99: Goto CTOTHER

CHI CTOTHER OTHER Contact Category

 Specify the reason for not completing the interview during this contact 

attempt. 

Goto RSPNDENT

CHI cLANGUAGE LANGUAGE

 Select the categories that descrige this language situation.

 Enter all that apply, separate with commas.

1. Specify language or dialect

2. No household member able to translate

3. Contact RO about language problem

4. Unable to find translator

5. No time left to find translator

IF 1 selected then goto LANGLIST

ELSE goto RSPNDENT

CHI LANGLIST LANGUAGE LIST 

 Specify language or dialect

11. Spanish

12. Arabic

11-25, 97, 98: Goto RSPNDENT

99: Goto SPECLANG
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Section Variable Name Question Text Skip Instructions

13. Chinese

14. French

15. German

16. Greek

17. Italian

18. Japanese

19. Korean

20. Polish

21. Portuguese

22. Russian

23. Tagalog

24. Urdu

25. Vietnamese

97. Other problem - hard of hearing

98. Unknown language

99. Other

CHI SPECLANG SPECIFY LANGUAGE OR DIALECT. Goto RSPNDENT

CHI RSPNDENT CONCERN / BEHAVIOR / RELUCTANCE

 Select the categories that describe respondent concerns, behaviors, or 

reluctance during this contact

 attempt.

 Enter all that apply, separate with commas.

1. Not interested

2. Too busy

3. Interview takes too much time

4. Scheduling difficulties

5. Survey is voluntary

6. Privacy concerns

7. Local / State / Federal government concerns

8. Asks questions about the survey

9. Hang-up / slams door on Fr

10. Hostile or threatens FR

11. Family issues (death, illness, block participation in survey)

12. Gave that information last time

13. Asked too many personal questions last time

14. Too many interviews

IF 99 selected then goto RSPNDOTH

ELSE goto STRATEGS
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Section Variable Name Question Text Skip Instructions

15. Intends to quit survey

98. No concerns

99. Other - specify

CHI RSPNDOTH OTHER CONCERNS/BEHAVIORS/RELUCTANCE

 Specify other concerns/behaviors/reluctance during this contact attempt.

Goto STRATEGS

CHI NCTTEL CONTACT-NONCONTACT / TELEPHONE

 Select the categories that describe this telephone contact/noncontact.

 Enter all that apply, separate with commas.

1. Got answering machine 

2. Ring, no answer

3. Busy Signal

4. Disconnected

5. Wrong number

6. Spoke with ineligible person

7. Respondent left message

99. Other - specify

IF 99 selected then goto NCTTELOT

ELSE goto STRATEGS

CHI NCTTELOT OTHER Noncontact Telephone Attempt Category

 Specify the details about this telephone noncontact.

Goto STRATEGS

CHI NCTPER CONTACT-NONCONTACT / PERSONAL VISIT

 Select the categories that describe this personal visit contact/noncontact.

 Enter all that apply, separate with commas.

1. No one home / No eligible person home

2. No one home - pervious note / letter taken

3. Household does not answer door - - evidence someone is home

4. Observe HH from vehicle

5. Unable to reach / locked gate / buzzer entry

6. Address does not exist / unable to locate

7. On vacation, away from home / at second home

8. Spoke with neighbor

9. Building management / doorman contact

10. Completed case (Type B or C)

IF 99 selected then goto NCTPEROT

ELSE goto STRATEGS
Consumer Expenditure Survey Interview Questionnaire (CEQ) - 2017

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Tuesday, September 19, 2017

Section Variable Name Question Text Skip Instructions

99. Other - specify

CHI NCTPEROT OTHER Noncontact Personal Visit Category

 Specify the details about this personal visit noncontact.

Goto STRATEGS

CHI STRATEGS CONTACT STRATEGIES ATTEMPTED

 Select the categories that describe the strategies used on this contact 

attempt.

 Enter all that apply, separate with commas.

1. Advance letter given

2. Scheduled appointment

3. Left note / appointment card

4. Left promotional packet / informational brochure

5. Called household

6. Left message on answering machine

7. Waited for respondent

8. Checked with neighbors

9. Contacted other family members

10. Contacted property manager doorman

11. Offered incentive

12. CED Double placement

98. No Strategies

99. Other - specify

IF 99 selected then goto STRATOTH

ELSE exit CHI

CHI STRATOTH OTHER STRATEGY

 Specify the strategy used on this contact attempt.

Exit CHI