survey.ashx?xmldocument=localh - university of michigan

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Collection: LOGIN Contains: PR_USERID, PR_PASSWORD Question: PR_USERID Required Question: PR_PASSWORD Required Page Break 2011 HRS Internet Survey Welcome to the 2011 HRS Internet Survey conducted by the University of Michigan. If you are a study participant, please enter your login ID and password listed in the letter. Then click on the "Start Survey" button to begin. Login ID: Password Password: This survey is conducted by the University of Michigan as part of the Health and Retirement Study. We very much appreciate your past participation in the HRS, and we hope that you will find this questionnaire interesting to complete. Our country continues to face difficult economic times. An important focus of this survey is on how you and your family are doing during these challenging times. We have also included some new topics that we hope you will enjoy. We greatly value your input on all of these topics. We understand that some of the questions in the survey are of a personal nature and want to emphasize that your responses are confidential. As always, your participation is voluntary and you may skip over any questions that you would prefer not to answer. However, please remember that your answers are extremely important to us and it helps us a great deal if you respond as completely, honestly and accurately as possible. Thank you for your participation! If you come to any question that you do not want to answer, you can skip it by clicking "Next" without giving an answer. For technical assistance or other questions Email: [email protected] Phone: 1-855-647-6769 (toll-free) Page 1 of 436 HRS Internet Survey 11/28/2011 http://127.0.0.1:13124/Previewer/Survey.ashx?XmlDocument=localhost-HRSIS11&Page...

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Page 1: Survey.ashx?XmlDocument=localh - University of Michigan

Collection: LOGIN Contains: PR_USERID, PR_PASSWORD

Question: PR_USERID Required

Question: PR_PASSWORD Required

Page Break

2011 HRS Internet Survey

Welcome to the 2011 HRS Internet Survey conducted by the University of Michigan. If you are a study participant, please enter your login ID and password listed in the letter. Then click on the "Start Survey" button to begin.

Login ID:

Password

Password:

This survey is conducted by the University of Michigan as part of the Health and Retirement Study. We very much appreciate your past participation in the HRS, and we hope that you will find this questionnaire interesting to complete. Our country continues to face difficult economic times. An important focus of this survey is on how you and your family are doing during these challenging times. We have also included some new topics that we hope you will enjoy. We greatly value your input on all of these topics. We understand that some of the questions in the survey are of a personal nature and want to emphasize that your responses are confidential. As always, your participation is voluntary and you may skip over any questions that you would prefer not to answer. However, please remember that your answers are extremely important to us and it helps us a great deal if you respond as completely, honestly and accurately as possible. Thank you for your participation! If you come to any question that you do not want to answer, you can skip it by clicking "Next" without giving an answer.

For technical assistance

or other questions Email: [email protected]

Phone: 1-855-647-6769 (toll-free)

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Page Break

Here are the basics for "navigating" this survey:

� When you finish answering all questions on a screen, click on the "Next" button. To return to an earlier screen, click the "Previous" button.

� If you need to break off at any point in the survey and return later, simply close your browser. Your answers will be saved, and when you login again, you will go to the place where you left off.

� We encourage you to use the "Navigation Tip" link that appears on some screens. It gives you additional information about how to navigate that screen.

Click "Next" to proceed.

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Question: MAIN_TEST_SCREEN Show if: (INITIALS was-answered)

Page Break

Testing Screen Please select sections to test.

gfedc ALL

gfedc Section A - Demographics

gfedc Section B - Health

gfedc Section C - Well-being

gfedc Section D - Cognition

gfedc Section E - Reading Difficulty

gfedc Section F - Asset/Income Value Items

gfedc Section G - Module 1: Asset Reconciliation

gfedc Section H - Module 2: Household Spending and Reconciliation

gfedc Section I - Changes in Social Security Expectations

gfedc Section J - Joint Retirement Preferences

gfedc Section K - Health Insurance and Health Care

gfedc Section L - Pets

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Question: JAVA_PUPPY_1 Show if: (CA_JAVASCRIPT_ON = 1)

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Scale Summary

Code Label Show-If

1 Yes

5 No

Some of the questions in our survey use interactive programming and we'd like to determine if your computer settings will allow you to view these features. If you can see the picture of the puppy below, you will have no problem with these interactive features and you are set to go. If you cannot see the picture, we will skip you over those questions. Can you see the picture?

nmlkj Yes

nmlkj No

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Collection: SEC_A Contains: A001_, A002-A007, A008_MARITALSTATUS, A009_RJOBSTATUS, A010_WORKFORPAY, A011_RHRSWRKPERWK, A012_SPPWORKFORPAY, A013_SPHRSWRKPERWK Show if: (MAIN_TEST_SCREEN is-any-of [ALL] or [Section A - Demographics]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])

Question: A001_

Page Break

Scale Summary

Code Label Show-If

1 Dial-up modem

2 Cable modem

3 DSL

4 Local network

5 Other connection

These first questions are about your use of the Internet and some background information. How is the computer you are using for this survey connected to the Internet?

nmlkj Dial-up modem

nmlkj Cable modem

nmlkj DSL

nmlkj Local network

nmlkj Other connection

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Question Block: A002-A007 Contains: A002_, A003_, A004_, A005_, A006_, A007_

Page Break

Scale Summary

Code Label Show-If

1 Never

2 Rarely

3 Sometimes

4 Often

How often do you do each of the following activities on the Internet?

Never Rarely Sometimes Often

Send or read e-mail nmlkj nmlkj nmlkj nmlkj

Get financial information online, such as stock quotes or mortgage interest rates

nmlkj nmlkj nmlkj nmlkj

Get medical or health information online nmlkj nmlkj nmlkj nmlkj

Buy a product online, such as books, music, toys or clothing nmlkj nmlkj nmlkj nmlkj

Buy or sell stocks, mutual funds, or bonds online nmlkj nmlkj nmlkj nmlkj

Do any banking online nmlkj nmlkj nmlkj nmlkj

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Question: A008_MARITALSTATUS

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Scale Summary

Code Label Show-If

1 Married

2 Living with a partner as if married

3 Separated

4 Divorced

5 Widowed

6 Never married

8 Don't know (Error!) or (A008_MARITALSTATUS = 8:[Don't know])

What is your current marital status?

nmlkj Married

nmlkj Living with a partner as if married

nmlkj Separated

nmlkj Divorced

nmlkj Widowed

nmlkj Never married

nmlkj Don't know

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Question: A009_RJOBSTATUS

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What is your current employment situation? Please select all that apply.

gfedc Working now

gfedc Unemployed and looking for work

gfedc Temporarily laid off, on sick or other leave

gfedc Disabled

gfedc Retired

gfedc Homemaker

gfedc Other (please specify)

gfedc Don't know

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Question: A010_WORKFORPAY Show if: (A009_RJOBSTATUS is-none-of [Working now] or [Temporarily laid off, on sick or other leave])

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

8 Don't know (Error!) or (A010_WORKFORPAY is-any-of 8:[Don't know])

Are you doing any work for pay at the present time?

nmlkj Yes

nmlkj No

nmlkj Don't know

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Question: A011_RHRSWRKPERWK Show if: (A010_WORKFORPAY = 1:[Yes]) or (A009_RJOBSTATUS is-any-of [Working now] or [Temporarily laid off, on sick or other leave])

Page Break

About how many hours do you usually work per week?

Hours Per Week

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Values over 96 hours per week seem very high - If this is not correct, please click on the "Previous" button and correct your answer. Otherwise, press "Next" button to continue.

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Question: A012_SPPWORKFORPAY Show if: (A008_MARITALSTATUS is-any-of 1:[Married] or 2:[Living with a partner as if married])

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Is your doing any work for pay at the present time?

nmlkj Yes

nmlkj No

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Question: A013_SPHRSWRKPERWK Show if: (A012_SPPWORKFORPAY = 1:[Yes])

Page Break

About how many hours does your usually work per week?

Hours per week

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Values over 96 hours per week seem very high - If this is not correct, please click on the "Previous" button and correct your answer. Otherwise, press "Next" button to continue.

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Page Break

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Page Break

This next set of questions is about your lifestyle and how you feel about your life these days.

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Collection: SEC_B Contains: B001, B002, B003, B004, B005, B006, B007_B008, B009, B010, B011, B012, B013, B014, B015, B016, B017, B018, B019_FEET, B019_INCHES, B020, B021_B027, B028, B029, B030 Show if: ((MAIN_TEST_SCREEN is-any-of [ALL] or [Section B - Health]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])) and (PR_BC_ORDER_RANDOM = 1)

Page Break

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Question: B001

Page Break

Scale Summary

Code Label Show-If

1 More than once a week

2 Once a week

3 Two or three times a month

4 One or more times a year

5 Not at all

About how often have you attended religious services during the past year?

nmlkj More than once a week

nmlkj Once a week

nmlkj Two or three times a month

nmlkj One or more times a year

nmlkj Not at all

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Question: B002

Page Break

Scale Summary

Code Label Show-If

1 Very important

3 Somewhat important

5 Not too important

How important would you say religion is in your life; is it very important, somewhat important, or not too important?

nmlkj Very important

nmlkj Somewhat important

nmlkj Not too important

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Question: B003 Show if: (PR_NUMKIDS > 0)

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Altogether, how many grandchildren do you have? Please include as grandchildren any children of your biological, step- or adopted children.

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Question: B004 Show if: (B003 > 0)

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Did you spend 100 or more hours in total in the last two years taking care of grandchildren or great-grandchildren?

nmlkj Yes

nmlkj No

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Question: B005

Page Break

Scale Summary

Code Label Show-If

1 Excellent

2 Very good

3 Good

4 Fair

5 Poor

Next we have some questions about your health. Would you say your health is excellent, very good, good, fair, or poor?

nmlkj Excellent

nmlkj Very good

nmlkj Good

nmlkj Fair

nmlkj Poor

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Question: B006

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Are you often troubled with pain?

nmlkj Yes

nmlkj No

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Collection: B007_B008 Contains: B007, B008 Show if: (B006 = 1:[Yes])

Question: B007

Page Break

Scale Summary

Code Label Show-If

1 Mild

2 Moderate

3 Severe

How bad is the pain most of the time: mild, moderate or severe?

nmlkj Mild

nmlkj Moderate

nmlkj Severe

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Question: B008

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Does the pain make it difficult for you to do your usual activities such as household chores or work?

nmlkj Yes

nmlkj No

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Question: B009

Page Break

Scale Summary

Code Label Show-If

1 More than once a week

2 Once a week

3 One to three times a month

4 Hardly ever or never

We would like to know the type and amount of physical activity involved in your daily life. How often do you take part in sports or activities that are vigorous, such as running or jogging, swimming, cycling, aerobics or gym workout, tennis, or digging with a spade or shovel: more than once a week, once a week, one to three times a month, or hardly ever or never?

nmlkj More than once a week

nmlkj Once a week

nmlkj One to three times a month

nmlkj Hardly ever or never

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Question: B010

Page Break

Scale Summary

Code Label Show-If

1 More than once a week

2 Once a week

3 One to three times a month

4 Hardly ever or never

And how often do you take part in sports or activities that are moderately energetic, such as gardening, cleaning the car, walking at a moderate pace, dancing, floor or stretching exercises: more than once a week, once a week, one to three times a month, or hardly ever or never?

nmlkj More than once a week

nmlkj Once a week

nmlkj One to three times a month

nmlkj Hardly ever or never

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Question: B011

Page Break

Scale Summary

Code Label Show-If

1 More than once a week

2 Once a week

3 One to three times a month

4 Hardly ever or never

And how often do you take part in sports or activities that are mildly energetic, such as vacuuming, laundry, home repairs: more than once a week, once a week, one to three times a month, or hardly ever or never?

nmlkj More than once a week

nmlkj Once a week

nmlkj One to three times a month

nmlkj Hardly ever or never

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Question: B012

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Do you smoke cigarettes now?

nmlkj Yes

nmlkj No

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Question Block: B013 Contains: B011_B012 Show if: (B012 = 1:[Yes])

Page Break

Scale Summary

Code Label Show-If

1 Cigarettes/Day

2 OR Packs/Day

Navigation Tip

About how many cigarettes or packs do you usually smoke in a day now? Please answer with the number of cigarettes OR the number of packs. If you enter an answer in both boxes, only the last answer you entered will be kept.

Cigarettes/Day OR Packs/Day

nmlkj nmlkj

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Question: B014

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Do you ever drink any alcoholic beverages such as beer, wine, or liquor?

nmlkj Yes

nmlkj No

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Question: B015 Show if: (B014 = 1:[Yes])

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In the last three months, on average, how many days per week have you had any alcohol to drink? (For example, beer, wine, or any drink containing liquor.) Enter 0 if none, or less than once a week

Days per Week

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Question: B016 Show if: (B015 > 0) and (B015 <= 7)

Page Break

In the last three months, on the days you drink, about how many drinks do you have?

Number of Drinks

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Question: B017 Show if: (B015 > 0) and (B015 <= 7)

Page Break

In the last three months, on how many days have you had four or more drinks on one occasion?

Number of Days

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Question: B018

Page Break

About how much do you weigh?

Pounds

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Question: B019_FEET

Question: B019_INCHES

Page Break

About how tall are you?

Feet

Inches

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Question: B020

Page Break

Scale Summary

Code Label Show-If

1 All of the time

2 Most of the time

3 Sometimes

4 Rarely

5 Never

When you ride in a car, how often do you wear your seatbelt? Is it all of the time, most of the time, sometimes, rarely, or never?

nmlkj All of the time

nmlkj Most of the time

nmlkj Sometimes

nmlkj Rarely

nmlkj Never

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Question Block: B021_B027 Contains: B021, B022, B023, B024, B025, B026, B027

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Do you regularly take prescription medications for any of the following common health problems:

Yes No

To help lower your cholesterol? nmlkj nmlkj

For pain in your joints or muscles? nmlkj nmlkj

For asthma or allergies or other breathing problems? nmlkj nmlkj

For stomach problems? nmlkj nmlkj

To help you sleep? nmlkj nmlkj

To help relieve anxiety or depression? nmlkj nmlkj

For any other health problems nmlkj nmlkj

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Question: B028

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Now I want to ask how your health affects paid work activities. Do you have any impairment or health problem that limits the kind or amount of paid work you can do?

nmlkj Yes

nmlkj No

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Question: B029 Show if: (B028 ≠ 1:[Yes])

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Does any impairment or health problem limit the kind or amount of work you can do around the house?

nmlkj Yes

nmlkj No

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Question: B030 Show if: (B029 ≠ 1:[Yes]) and (B029 was-answered)

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Are you limited in any way in activities because of an impairment or problem?

nmlkj Yes

nmlkj No

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Collection: SEC_C Contains: C001_C009, C011_YESTERTIMEUP, C012_YESTERTIMESLEEP, C013_YESTERHEALTH, C014_YESTERHOMEALONE, C_TEMP1, C_TEMP2, C_TEMP3, C_TEMP4, C_TEMP5, C021-C027, C028_YESTERPREOCCUPIED, C028A_YESTERPLEASUNPLEAS, C029_C038 Show if: (MAIN_TEST_SCREEN is-any-of [ALL] or [Section C - Well-being]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])

Question Block: C001_C009 Contains: C001_, C002_, C003_, C004_, C005_, C006_, C007_, C008_, C009_

Page Break

Scale Summary

Code Label Show-If

1 Completely Satisfied

2 Very Satisfied

3 Somewhat Satisfied

4 Not Very Satisfied

5 Not at All Satisfied

Please think about your life and situation right now. How satisfied are you with...

Completely Satisfied

Very Satisfied

Somewhat Satisfied

Not Very Satisfied

Not at All Satisfied

the condition of the place where you live -- your house or apartment?

nmlkj nmlkj nmlkj nmlkj nmlkj

the city or town you live in? nmlkj nmlkj nmlkj nmlkj nmlkj

your daily life and leisure activities? nmlkj nmlkj nmlkj nmlkj nmlkj

your family life? nmlkj nmlkj nmlkj nmlkj nmlkj

the total income of your household? nmlkj nmlkj nmlkj nmlkj nmlkj

your present financial situation? nmlkj nmlkj nmlkj nmlkj nmlkj

your health? nmlkj nmlkj nmlkj nmlkj nmlkj

your job? nmlkj nmlkj nmlkj nmlkj nmlkj

your life as a whole these days? nmlkj nmlkj nmlkj nmlkj nmlkj

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Now, please think about yesterday which was Think about where you were, what you were doing, who you were with, and how you felt.

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Question: C011_YESTERTIMEUP

Page Break

Scale Summary

Code Label Show-If

1 5:00AM

2 5:30AM

3 6:00AM

4 6:30AM

5 7:00AM

6 7:30AM

7 8:00AM

8 8:30AM

9 9:00AM

10 9:30AM

11 10:00AM

12 10:30AM

13 11:00AM

14 11:30AM

15 Noon

16 12:30PM

17 1:00PM

18 1:30PM

19 2:00PM

20 2:30PM

21 3:00PM

22 3:30PM

23 4:00PM

24 4:30PM

25 5:00PM

26 5:30PM

27 6:00PM

28 6:30PM

29 7:00PM

30 7:30PM

31 8:00PM

32 8:30PM

33 9:00PM

34 9:30PM

35 10:00PM

36 10:30PM

37 11:00PM

38 11:30PM

39 Midnight

41 12:30AM

42 1:00AM

43 1:30AM

44 2:00AM

45 2:30AM

46 3:00AM

47 3:30AM

48 4:00AM

About what time did you wake up yesterday?

Wake time: 6-- Select One --

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Question: C012_YESTERTIMESLEEP

Page Break

Scale Summary

Code Label Show-If

1 9:00PM

2 9:30PM

3 10:00PM

4 10:30PM

5 11:00PM

6 11:30PM

7 Midnight

8 12:30AM

9 1:00AM

10 1:30AM

11 2:00AM

12 2:30AM

13 3:00AM

14 3:30AM

15 4:00AM

16 4:30AM

17 5:00AM

18 5:30AM

19 6:00AM

20 6:30AM

21 7:00AM

22 7:30AM

23 8:00AM

24 8:30AM

25 9:00AM

26 9:30AM

27 10:00AM

28 10:30AM

29 11:00AM

30 11:30AM

31 Noon

32 12:30PM

33 1:00PM

34 1:30PM

35 2:00PM

36 2:30PM

37 3:00PM

38 3:30PM

39 4:00PM

40 4:30PM

41 5:00PM

42 5:30PM

43 6:00PM

44 6:30PM

45 7:00PM

46 7:30PM

47 8:00PM

48 8:30PM

And when did you go to sleep at the end of the day yesterday?

Sleep time 6-- Select One --

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Question: C013_YESTERHEALTH

Page Break

Scale Summary

Code Label Show-If

1 Excellent

2 Very good

3 Good

4 Fair

5 Poor

How was your health yesterday? Was it excellent, very good, good, fair, or poor?

nmlkj Excellent

nmlkj Very good

nmlkj Good

nmlkj Fair

nmlkj Poor

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Question: C014_YESTERHOMEALONE

Page Break

Scale Summary

Code Label Show-If

1 0

2 1

3 2

4 3

5 4

6 5

7 6

8 7

9 8

10 9

11 10

12 11

13 12

14 13

15 14

16 15

17 16

18 17

19 18

20 19

21 20

22 21

23 22

24 23

25 24

Overall, about how much time yesterday did you spend at home alone? That is, when you were not talking with someone on the phone or the internet and no one else was at home with you?

6-- Select One -- Hour(s)

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Page Break

The next questions are about your feelings for some part of the day yesterday.

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Question: C_TEMP1

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Yesterday, did you feel ?

nmlkj Yes

nmlkj No

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Question: C_TEMP2

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Yesterday, did you feel ?

nmlkj Yes

nmlkj No

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Question: C_TEMP3

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Yesterday, did you feel ?

nmlkj Yes

nmlkj No

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Question: C_TEMP4

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Yesterday, did you feel ?

nmlkj Yes

nmlkj No

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Question: C_TEMP5

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Yesterday, did you feel ?

nmlkj Yes

nmlkj No

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Question Block: C021-C027 Contains: C19, C20, C21, C22, C23, C24, C25

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Yes No

Was yesterday a routine day for you? nmlkj nmlkj

Did you feel well-rested yesterday morning (that is you slept well the night before)? nmlkj nmlkj

Did you smile or laugh a lot yesterday? nmlkj nmlkj

Did you learn or do something interesting yesterday? nmlkj nmlkj

Did you feel stressed yesterday? nmlkj nmlkj

Is there something that you had to force yourself to do yesterday? nmlkj nmlkj

In some part of the day, did you feel that time seemed to drag? nmlkj nmlkj

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Question: C028_YESTERPREOCCUPIED

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Were you pre-occupied with something at any time of the day yesterday?

nmlkj Yes

nmlkj No

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Question: C028A_YESTERPLEASUNPLEAS Show if: (C028_YESTERPREOCCUPIED = 1:[Yes])

Page Break

Scale Summary

Code Label Show-If

1 Pleasant

2 Unpleasant

3 Both

Was it with something pleasant, unpleasant or both?

nmlkj Pleasant

nmlkj Unpleasant

nmlkj Both

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Question Block: C029_C038 Contains: C061_, C062_, C063_, C064_, C065_, C066_, C067_, C068_, C069_

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Now think about the past week and the feelings you have experienced. Please indicate if each of the following was true for you much of the time during the past week. Much of the time during the past week...

Yes No

I felt depressed. nmlkj nmlkj

I felt that everything I did was an effort. nmlkj nmlkj

My sleep was restless. nmlkj nmlkj

I was happy. nmlkj nmlkj

I felt lonely. nmlkj nmlkj

I enjoyed life. nmlkj nmlkj

I felt sad. nmlkj nmlkj

I could not get going. nmlkj nmlkj

I had a lot of energy. nmlkj nmlkj

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Collection: SEC_B_2 Contains: B001_2, B002_2, B003_2, B004_2, B005_2, B006_2, B007_B008_2, B009_2, B010_2, B011_2, B012_2, B013_2, B014_2, B015_2, B016_2, B017_2, B018_2, B019_FEET_2, B019_INCHES_2, B020_2, B021_B027_2, B028_2, B029_2, B030_2 Show if: ((MAIN_TEST_SCREEN is-any-of [ALL] or [Section B - Health]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])) and (PR_BC_ORDER_RANDOM = 2)

Page Break

Next we have some questions about your day to day life and health.

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Question: B001_2

Page Break

Scale Summary

Code Label Show-If

1 More than once a week

2 Once a week

3 Two or three times a month

4 One or more times a year

5 Not at all

About how often have you attended religious services during the past year?

nmlkj More than once a week

nmlkj Once a week

nmlkj Two or three times a month

nmlkj One or more times a year

nmlkj Not at all

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Question: B002_2

Page Break

Scale Summary

Code Label Show-If

1 Very important

3 Somewhat important

5 Not too important

How important would you say religion is in your life; is it very important, somewhat important, or not too important?

nmlkj Very important

nmlkj Somewhat important

nmlkj Not too important

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Question: B003_2 Show if: (PR_NUMKIDS > 0)

Page Break

Altogether, how many grandchildren do you have? Please include as grandchildren any children of your biological, step- or adopted children.

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Question: B004_2 Show if: (B003_2 > 0)

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Did you spend 100 or more hours in total in the last two years taking care of grandchildren or great-grandchildren?

nmlkj Yes

nmlkj No

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Question: B005_2

Page Break

Scale Summary

Code Label Show-If

1 Excellent

2 Very good

3 Good

4 Fair

5 Poor

Next we have some questions about your health. Would you say your health is excellent, very good, good, fair, or poor?

nmlkj Excellent

nmlkj Very good

nmlkj Good

nmlkj Fair

nmlkj Poor

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Question: B006_2

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Are you often troubled with pain?

nmlkj Yes

nmlkj No

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Collection: B007_B008_2 Contains: B007_2, B008_2 Show if: (B006_2 = 1:[Yes])

Question: B007_2

Page Break

Scale Summary

Code Label Show-If

1 Mild

2 Moderate

3 Severe

How bad is the pain most of the time: mild, moderate or severe?

nmlkj Mild

nmlkj Moderate

nmlkj Severe

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Question: B008_2

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Does the pain make it difficult for you to do your usual activities such as household chores or work?

nmlkj Yes

nmlkj No

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Question: B009_2

Page Break

Scale Summary

Code Label Show-If

1 More than once a week

2 Once a week

3 One to three times a month

4 Hardly ever or never

We would like to know the type and amount of physical activity involved in your daily life. How often do you take part in sports or activities that are vigorous, such as running or jogging, swimming, cycling, aerobics or gym workout, tennis, or digging with a spade or shovel: more than once a week, once a week, one to three times a month, or hardly ever or never?

nmlkj More than once a week

nmlkj Once a week

nmlkj One to three times a month

nmlkj Hardly ever or never

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Question: B010_2

Page Break

Scale Summary

Code Label Show-If

1 More than once a week

2 Once a week

3 One to three times a month

4 Hardly ever or never

And how often do you take part in sports or activities that are moderately energetic, such as gardening, cleaning the car, walking at a moderate pace, dancing, floor or stretching exercises: more than once a week, once a week, one to three times a month, or hardly ever or never?

nmlkj More than once a week

nmlkj Once a week

nmlkj One to three times a month

nmlkj Hardly ever or never

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Question: B011_2

Page Break

Scale Summary

Code Label Show-If

1 More than once a week

2 Once a week

3 One to three times a month

4 Hardly ever or never

And how often do you take part in sports or activities that are mildly energetic, such as vacuuming, laundry, home repairs: more than once a week, once a week, one to three times a month, or hardly ever or never?

nmlkj More than once a week

nmlkj Once a week

nmlkj One to three times a month

nmlkj Hardly ever or never

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Question: B012_2

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Do you smoke cigarettes now?

nmlkj Yes

nmlkj No

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Question Block: B013_2 Contains: B011_B012_2 Show if: (B012_2 = 1:[Yes])

Page Break

Scale Summary

Code Label Show-If

1 Cigarettes/Day

2 OR Packs/Day

Navigation Tip

About how many cigarettes or packs do you usually smoke in a day now? Please answer with the number of cigarettes OR the number of packs. If you enter an answer in both boxes, only the last answer you entered will be kept.

Cigarettes/Day OR Packs/Day

nmlkj nmlkj

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Question: B014_2

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Do you ever drink any alcoholic beverages such as beer, wine, or liquor?

nmlkj Yes

nmlkj No

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Question: B015_2 Show if: (B014_2 = 1:[Yes])

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In the last three months, on average, how many days per week have you had any alcohol to drink? (For example, beer, wine, or any drink containing liquor.) Enter 0 if none, or less than once a week

Days per Week

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Question: B016_2 Show if: (B015_2 > 0) and (B015_2 <= 7)

Page Break

In the last three months, on the days you drink, about how many drinks do you have?

Number of Drinks

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Question: B017_2 Show if: (B015_2 > 0) and (B015_2 <= 7)

Page Break

In the last three months, on how many days have you had four or more drinks on one occasion?

Number of Days

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Question: B018_2

Page Break

About how much do you weigh?

Pounds

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Question: B019_FEET_2

Question: B019_INCHES_2

Page Break

About how tall are you?

Feet

Inches

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Question: B020_2

Page Break

Scale Summary

Code Label Show-If

1 All of the time

2 Most of the time

3 Sometimes

4 Rarely

5 Never

When you ride in a car, how often do you wear your seatbelt? Is it all of the time, most of the time, sometimes, rarely, or never?

nmlkj All of the time

nmlkj Most of the time

nmlkj Sometimes

nmlkj Rarely

nmlkj Never

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Question Block: B021_B027_2 Contains: B021_2, B022_2, B023_2, B024_2, B025_2, B026_2, B027_2

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Do you regularly take prescription medications for any of the following common health problems:

Yes No

To help lower your cholesterol? nmlkj nmlkj

For pain in your joints or muscles? nmlkj nmlkj

For asthma or allergies or other breathing problems? nmlkj nmlkj

For stomach problems? nmlkj nmlkj

To help you sleep? nmlkj nmlkj

To help relieve anxiety or depression? nmlkj nmlkj

For any other health problems nmlkj nmlkj

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Question: B028_2

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Now I want to ask how your health affects paid work activities. Do you have any impairment or health problem that limits the kind or amount of paid work you can do?

nmlkj Yes

nmlkj No

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Question: B029_2 Show if: (B028_2 ≠ 1:[Yes])

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Does any impairment or health problem limit the kind or amount of work you can do around the house?

nmlkj Yes

nmlkj No

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Question: B030_2 Show if: (B029_2 ≠ 1:[Yes]) and (B029_2 was-answered)

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Are you limited in any way in activities because of an impairment or problem?

nmlkj Yes

nmlkj No

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Collection: SEC_D Contains: COLLECTION_1, COLLECTION_2 Show if: (MAIN_TEST_SCREEN is-any-of [ALL] or [Section D - Cognition]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])

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In the next set of questions we will display several numbers and leave one blank number in the series. We would like you to tell us what number goes in the blank. For example, if we display the numbers

You would simply enter ‘3’.

1 2 __ 4

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Some of the problems may be easy but others may be hard. Just do the best you can. There is no credit for answering quickly - it is more important to answer the item correctly, but it is okay if you do not know the answer because some of the items are intended to be very difficult. You can go on to the next item at any time.

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Runtime Content: D002_NSINTRO_2 Description: INTRO-QUANTITATIVE NUMBER SERIES_2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D002&lt;/DIV&gt;&lt;br&gt;Now it’s your turn.&lt;br&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D002_NSINTRO_2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;2&lt;/TD&gt; &lt;TD&gt;4&lt;/TD&gt; &lt;TD&gt;6&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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D002: D002RESL:

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Collection: COLLECTION_1 Contains: D003_D005, COLLECTION_1_GROUPS_1_TO_4 Show if: (PR_NUMSERIES_RANDOM = 1)

Collection: D003_D005 Contains:

Runtime Content: D003_G1 Description: NUMBER SERIES-G1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D003&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D003_G1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:300px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;23&lt;/TD&gt; &lt;TD&gt;26&lt;/TD&gt; &lt;TD&gt;30&lt;/TD&gt; &lt;TD&gt;35&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D004_H1 Description: NUMBER SERIES-H1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D004&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D004_H1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:300px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;18&lt;/TD&gt; &lt;TD&gt;10&lt;/TD&gt; &lt;TD&gt;6&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;3&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D005_I1 Description: NUMBER SERIES-I1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D005&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D005_I1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;17&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;12&lt;/TD&gt; &lt;TD&gt;8&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Collection: COLLECTION_1_GROUPS_1_TO_4 Contains: D006_D008, D009_D011, D012_D14, D015_D017 Show if: (D003_G1_HIDDEN was-answered) or (D004_H1_HIDDEN was-answered) or (D005_I1_HIDDEN was-answered)

Collection: D006_D008 Contains: Show if: (D216_NSCALC1_3 = 0)

Runtime Content: D006_A1 Description: NUMBER SERIES-A1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D006&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D006_A1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;6&lt;/TD&gt; &lt;TD&gt;7&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;9&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D007_B1 Description: NUMBER SERIES-B1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D007&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D007_B1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;6&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;4&lt;/TD&gt; &lt;TD&gt;3&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D008_C1 Description: NUMBER SERIES-C1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D008&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D008_C1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;5&lt;/TD&gt; &lt;TD&gt;8&lt;/TD&gt; &lt;TD&gt;11&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Collection: D009_D011 Contains: Show if: (D216_NSCALC1_3 = 1)

Runtime Content: D009_D1 Description: NUMBER SERIES-D1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D009&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D009_D1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;8&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;12&lt;/TD&gt; &lt;TD&gt;14&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D010_E1 Description: NUMBER SERIES-E1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D010&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D010_E1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;4&lt;/TD&gt; &lt;TD&gt;6&lt;/TD&gt; &lt;TD&gt;8&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D011_F1 Description: NUMBER SERIES-F1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D011&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D011_F1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:420px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;1&lt;/TD&gt; &lt;TD&gt;3&lt;/TD&gt; &lt;TD&gt;3&lt;/TD&gt; &lt;TD&gt;5&lt;/TD&gt; &lt;TD&gt;7&lt;/TD&gt; &lt;TD&gt;7&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Collection: D012_D14 Contains: Show if: (D216_NSCALC1_3 = 2)

Runtime Content: D012_J1 Description: NUMBER SERIES-J1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D012&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D012_J1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;10&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;3&lt;/TD&gt; &lt;TD&gt;1&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D013_K1 Description: NUMBER SERIES-K1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D013&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D013_K1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:300px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;18&lt;/TD&gt; &lt;TD&gt;17&lt;/TD&gt; &lt;TD&gt;15&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;8&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D014_L1 Description: NUMBER SERIES-L1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D014&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D014_L1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:300px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;17&lt;/TD&gt; &lt;TD&gt;16&lt;/TD&gt; &lt;TD&gt;14&lt;/TD&gt; &lt;TD&gt;10&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Collection: D015_D017 Contains: Show if: (D216_NSCALC1_3 = 3)

Runtime Content: D015_M1 Description: NUMBER SERIES-M1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D015&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D015_M1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:300px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;20&lt;/TD&gt; &lt;TD&gt;26&lt;/TD&gt; &lt;TD&gt;38&lt;/TD&gt; &lt;TD&gt;62&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D016_N1 Description: NUMBER SERIES-N1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D016&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D016_N1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:300px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;5&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;11&lt;/TD&gt; &lt;TD&gt;19&lt;/TD&gt; &lt;TD&gt;35&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D017_O1 Description: NUMBER SERIES-O1 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D017&lt;/DIV&gt;&lt;br&gt;Please enter the numbers that belong in the empty boxes.&lt;P class=instruction&gt;Use 'Tab' key to move to the second empty box.&lt;/P&gt;" /> </Data> </Row> <Row> <Data> <TextField variableName="D017_O1_1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;70&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; " size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> <TextField variableName="D017_O1_2_HIDDEN" labelBefore=" &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;84&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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D003: D003RESL: D004: D004RESL: D005: D005RESL: D006: D006RESL: D007: D007RESL: D008: D008RESL: D009: D009RESL: D010: D010RESL: D011: D011RESL: D012: D012RESL: D013: D013RESL: D014: D014RESL: D015: D015RESL: D016: D016RESL: D017: D017: D017RESL:

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Collection: COLLECTION_2 Contains: D103_D105, COLLECTION_2_GROUPS_1_TO_4 Show if: (PR_NUMSERIES_RANDOM = 2)

Collection: D103_D105 Contains:

Runtime Content: D103_G2 Description: NUMBER SERIES-G2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D103&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D103_G2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:300px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;13&lt;/TD&gt; &lt;TD&gt;15&lt;/TD&gt; &lt;TD&gt;18&lt;/TD&gt; &lt;TD&gt;22&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D104_H2 Description: NUMBER SERIES-H2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D104&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D104_H2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;11&lt;/TD&gt; &lt;TD&gt;9&lt;/TD&gt; &lt;TD&gt;6&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D105_I2 Description: NUMBER SERIES-I2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D105&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D105_I2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;1&lt;/TD&gt; &lt;TD&gt;3&lt;/TD&gt; &lt;TD&gt;9&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Collection: COLLECTION_2_GROUPS_1_TO_4 Contains: D106_D108, D109_D111, D112_D114, D115_D117 Show if: (D103_G2_HIDDEN was-answered) or (D104_H2_HIDDEN was-answered) or (D105_I2_HIDDEN was-answered)

Collection: D106_D108 Contains: Show if: (D226_NSCALC1_3 = 0)

Runtime Content: D106_A2 Description: NUMBER SERIES-A2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D106&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D106_A2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;4&lt;/TD&gt; &lt;TD&gt;5&lt;/TD&gt; &lt;TD&gt;6&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D107_B2 Description: NUMBER SERIES-B2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D107&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D107_B2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;5&lt;/TD&gt; &lt;TD&gt;4&lt;/TD&gt; &lt;TD&gt;3&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D108_C2 Description: NUMBER SERIES-C2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D108&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D108_C2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;11&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;15&lt;/TD&gt; &lt;TD&gt;17&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Collection: D109_D111 Contains: Show if: (D226_NSCALC1_3 = 1)

Runtime Content: D109_D2 Description: NUMBER SERIES-D2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D109&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D109_D2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;7&lt;/TD&gt; &lt;TD&gt;10&lt;/TD&gt; &lt;TD&gt;13&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D110_E2 Description: NUMBER SERIES-E2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D110&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D110_E2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;15&lt;/TD&gt; &lt;TD&gt;13&lt;/TD&gt; &lt;TD&gt;11&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D111_F2 Description: NUMBER SERIES-F2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D111&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D111_F2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;10&lt;/TD&gt; &lt;TD&gt;6&lt;/TD&gt; &lt;TD&gt;3&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Collection: D112_D114 Contains: Show if: (D226_NSCALC1_3 = 2)

Runtime Content: D112_J2 Description: NUMBER SERIES-J2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D112&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D112_J2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:240px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;13&lt;/TD&gt; &lt;TD&gt;15&lt;/TD&gt; &lt;TD&gt;19&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D113_K2 Description: NUMBER SERIES-K2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D113&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D113_K2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:300px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;18&lt;/TD&gt; &lt;TD&gt;17&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;12&lt;/TD&gt; &lt;TD&gt;8&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D114_L2 Description: NUMBER SERIES-L2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D114&lt;/DIV&gt;&lt;br&gt;Please enter the numbers that belong in the empty boxes.&lt;P class=instruction&gt;Use 'Tab' key to move to the second empty box.&lt;/P&gt;" /> </Data> </Row> <Row> <Data> <TextField variableName="D114_L2_1_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:420px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;3&lt;/TD&gt; &lt;TD&gt;3&lt;/TD&gt; &lt;TD&gt;4&lt;/TD&gt; &lt;TD&gt;6&lt;/TD&gt; &lt;TD&gt;6&lt;/TD&gt; &lt;TD&gt;7&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; " size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> <TextField variableName="D114_L2_2_HIDDEN" labelBefore=" &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Collection: D115_D117 Contains: Show if: (D226_NSCALC1_3 = 3)

Runtime Content: D115_M2 Description: NUMBER SERIES-M2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D115&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D115_M2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:300px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;6&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;15&lt;/TD&gt; &lt;TD&gt;27&lt;/TD&gt; &lt;TD&gt;51&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D116_N2 Description: NUMBER SERIES-N2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D116&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D116_N2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:300px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;TD&gt;18&lt;/TD&gt; &lt;TD&gt;24&lt;/TD&gt; &lt;TD&gt;36&lt;/TD&gt; &lt;TD&gt;60&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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Runtime Content: D117_O2 Description: NUMBER SERIES-O2 Hook Data: "<Question xmlns="http://www.datstat.com/2008/MultiControl.xsd"> <Row> <Data> <Prompt value="&lt;DIV class=hidden&gt;D117&lt;/DIV&gt;&lt;br&gt;Please enter the number that belongs in the empty box." /> </Data> </Row> <Row> <Data> <TextField variableName="D117_O2_HIDDEN" labelBefore="&lt;TABLE border=1 style='width:300px;table-layout:fixed;text-align:center;'&gt; &lt;TR&gt; &lt;TD&gt;60&lt;/TD&gt; &lt;TD&gt;33&lt;/TD&gt; &lt;TD&gt;24&lt;/TD&gt; &lt;TD&gt;21&lt;/TD&gt; &lt;TD&gt;" labelAfter="&lt;/TD&gt; &lt;/TR&gt; &lt;/TABLE&gt;" size="1" maxLength="2" > <NumericValidation errorMessage="A numeric value is required."/> </TextField> </Data> </Row> </Question>"

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D103: D103RESL: D104: D104RESL: D105: D105RESL: D106: D106RESL: D107: D107RESL: D108: D108RESL: D109: D109RESL: D110: D110RESL: D111: D111RESL: D112: D112RESL: D113: D113RESL: D114: D114: D114RESL: D115: D115RESL: D116: D116RESL: D117: D117RESL:

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Collection: SEC_E Contains: COLLECTION_A, COLLECTION_B Show if: (MAIN_TEST_SCREEN is-any-of [ALL] or [Section E - Reading Difficulty]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])

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We would like to ask your opinion about how likely you think various events might be. For each question, please give a number from 0 to 100, where "0" means that you think there is absolutely no chance, and "100" means that you think the event is absolutely sure to happen. For example, no one can ever be sure about tomorrow's weather, but if you think that rain is very unlikely tomorrow, you might say that there is a 10 percent chance of rain. If you think there is a very good chance that it will rain tomorrow, you might say that there is an 80 percent chance of rain.

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Collection: COLLECTION_A Contains: E001, E002_E005, E006_FORMAT, E007_E010, E011, E012_E015, E016, E017_E021, E022, E023-E026, E027, E028-E031 Show if: (PR_EASYHARD_RANDOM = 1)

Question: E001

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Think about an inheritance you might leave. Including property and other valuables that you might own, what are the chances that you will leave an inheritance totaling $10,000 or more? Please give a number between 0% and 100%

%

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Collection: E002_E005 Contains: E002, E003, E004, E005 Show if: ((PR_1STFOLLOW_RANDOM = 1) or (PR_2NDFOLLOW_RANDOM = 1)) and (E001 was-answered) and ((E001 ≠ 8))

Question: E002

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Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that you will leave an inheritance totaling $10,000 or more. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E003

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Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chances that you will leave an inheritance totaling $10,000 or more. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E004

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Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E005

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Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over leaving an inheritance totaling $10,000 or more?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Collection: E006_FORMAT Contains: E006 Show if: (CA_RS_AGE < 65)

Question: E006

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that you will be working full-time after you reach age 65? Please give a number between 0% and 100%

%

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Collection: E007_E010 Contains: E007, E008, E009, E010 Show if: ((PR_1STFOLLOW_RANDOM = 2) or (PR_2NDFOLLOW_RANDOM = 2)) and ((E006 ≠ 8)) and (E006 was-answered)

Question: E007

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Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that you will be working full-time after you reach age 65. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E008

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Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chances that you will be working full-time after you reach age 65. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E009

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Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E010

Page Break

Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over working full-time after you reach age 65?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E011

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Please think about what you might spend out-of-pocket for your own medical expenses over the next year, including expenses such as doctor and dentist expenses, hospitals, nursing homes, prescription drugs and any others. Please include expenses that you would pay yourself (or a family member for you), but do not include what is covered by insurance. What are the chances that you will spend more than $1,500 during the coming year? Please give a number between 0% and 100%

%

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Collection: E012_E015 Contains: E012, E013, E014, E015 Show if: ((PR_1STFOLLOW_RANDOM = 3) or (PR_2NDFOLLOW_RANDOM = 3)) and (E011 was-answered)

Question: E012

Page Break

Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that you will spend more than $1,500 during the coming year on your medical expenses. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E013

Page Break

Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chance that you will spend more than $1,500 during the coming year on your medical expenses. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E014

Page Break

Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E015

Page Break

Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over spending more than $1,500 during the coming year on your medical expenses?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E016

Page Break

Thinking of the Social Security program in general and not just your own Social Security benefits: What is the percent chance that Congress will change Social Security sometime in the next 10 years, so that it becomes less generous than now? Please give a number between 0% and 100%

%

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Collection: E017_E021 Contains: E017, E018, E019, E020, E021 Show if: ((PR_1STFOLLOW_RANDOM = 4) or (PR_2NDFOLLOW_RANDOM = 4)) and (E016 was-answered)

Question: E017

Page Break

Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that Congress will change Social Security sometime in the next 10 years, so that it becomes less generous than now. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E018

Page Break

Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chance that Congress will change Social Security sometime in the next 10 years, so that it becomes less generous than now. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E019

Page Break

Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E020

Page Break

Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over Congress changing Social Security sometime in the next 10 years, so that it becomes less generous than now?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E021

Page Break

Scale Summary

Code Label Show-If

1 Rarely or never

2 Somewhat often

3 Very often

How often do you think about Social Security?

nmlkj Rarely or never

nmlkj Somewhat often

nmlkj Very often

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Question: E022

Page Break

By next year at this time, what is the percent chance that mutual fund shares invested in blue chip stocks like those in the Dow Jones Industrial Average will be worth more than they are today? Please give a number between 0% and 100%

%

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Collection: E023-E026 Contains: E023, E024, E025, E026 Show if: ((PR_1STFOLLOW_RANDOM = 5) or (PR_2NDFOLLOW_RANDOM = 5)) and (E022 was-answered)

Question: E023

Page Break

Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that mutual fund shares invested in blue chip stocks like those in the Dow Jones Industrial Average will be worth more than they are today. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E024

Page Break

Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chance that mutual fund shares invested in blue chip stocks like those in the Dow Jones Industrial Average will be worth more than they are today. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E025

Page Break

Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E026

Page Break

Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over mutual fund shares invested in blue chip stocks like those in the Dow Jones Industrial Average being worth more than they are today?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E027

Page Break

By next year at this time, what is the percent chance that mutual fund shares invested in blue chip stocks like those in the Dow Jones Industrial Average will have gained in value by more than 20% compared to what they are worth today? Please give a number between 0% and 100%

%

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Collection: E028-E031 Contains: E028, E029, E030, E031 Show if: ((PR_1STFOLLOW_RANDOM = 6) or (PR_2NDFOLLOW_RANDOM = 6)) and (E027 was-answered)

Question: E028

Page Break

Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that mutual fund shares invested in blue chip stocks like those in the Dow Jones Industrial Average will have gained in value by more than 20% compared to what they are worth today. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E029

Page Break

Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chance that mutual fund shares invested in blue chip stocks like those in the Dow Jones Industrial Average will have gained in value by more than 20% compared to what they are worth today. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E030

Page Break

Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E031

Page Break

Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over mutual fund shares invested in blue chip stocks like those in the Dow Jones Industrial Average gaining in value by more than 20% compared to what they are worth today?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Collection: COLLECTION_B Contains: E101, E102_E105, E106_FORMAT, E107-E110, E111, E112_E115, E116, E117_E121, E122, E123-E126, E127, E128-E131 Show if: (PR_EASYHARD_RANDOM = 2)

Question: E101

Page Break

When you die, what is the chance that you will pass down $10,000 or more? Please give a number between 0% and 100%

%

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Collection: E102_E105 Contains: E102, E103, E104, E105 Show if: ((PR_1STFOLLOW_RANDOM = 1) or (PR_2NDFOLLOW_RANDOM = 1)) and ((E101 ≠ 8)) and (E101 was-answered)

Question: E102

Page Break

Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that, when you die, you will pass down $10,000 or more. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E103

Page Break

Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chance that, when you die, you will pass down $10,000 or more. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E104

Page Break

Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E105

Page Break

Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over passing down $10,000 or more when you die?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Collection: E106_FORMAT Contains: E106 Show if: (CA_RS_AGE < 65)

Question: E106

Page Break

What is the chance you will have any kind of full-time job when you are 65? Please give a number between 0% and 100%

%

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Page Break

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Collection: E107-E110 Contains: E107, E108, E109, E110 Show if: ((PR_1STFOLLOW_RANDOM = 2) or (PR_2NDFOLLOW_RANDOM = 2)) and ((E106 ≠ 8)) and (E106 was-answered)

Question: E107

Page Break

Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that you will have a full-time job when you are 65. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E108

Page Break

Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chance that you will have a full-time job when you are 65. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E109

Page Break

Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E110

Page Break

Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over having a full-time job when you are 65?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E111

Page Break

Think about the money you will spend on health care over the next year. What is the chance you will spend more than $1,500 of your own money? Please give a number between 0% and 100%

%

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Collection: E112_E115 Contains: E112, E113, E114, E115 Show if: ((PR_1STFOLLOW_RANDOM = 3) or (PR_2NDFOLLOW_RANDOM = 3)) and (E111 was-answered)

Question: E112

Page Break

Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that you will spend more than $1,500 on health care over the next year. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E113

Page Break

Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chance that you will spend more than $1,500 of your own money on health care over the next year. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E114

Page Break

Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E115

Page Break

Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over spending more than $1,500 of your own money on health care over the next year?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E116

Page Break

What is the chance that Social Security benefits will get cut in the next 10 years? Please give a number between 0% and 100%

%

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Collection: E117_E121 Contains: E117, E118, E119, E120, E121 Show if: ((PR_1STFOLLOW_RANDOM = 4) or (PR_2NDFOLLOW_RANDOM = 4)) and (E116 was-answered)

Question: E117

Page Break

Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that Social Security will get cut in the next 10 years. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E118

Page Break

Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chance that Social Security will get cut in the next 10 years. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E119

Page Break

Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E120

Page Break

Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over Social Security getting cut in the next 10 years?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E121

Page Break

Scale Summary

Code Label Show-If

1 Rarely or never

2 Somewhat often

3 Very often

How often do you think about Social Security?

nmlkj Rarely or never

nmlkj Somewhat often

nmlkj Very often

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Question: E122

Page Break

What is the chance that the stock market will be higher in a year than it is now? Please give a number between 0% and 100%

%

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Collection: E123-E126 Contains: E123, E124, E125, E126 Show if: ((PR_1STFOLLOW_RANDOM = 5) or (PR_2NDFOLLOW_RANDOM = 5)) and (E122 was-answered)

Question: E123

Page Break

Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that the stock market will be higher in a year than it is now. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E124

Page Break

Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chance that the stock market will be higher in a year than it is now. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E125

Page Break

Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E126

Page Break

Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over the stock market being higher in a year than it is now?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E127

Page Break

What is the chance that the stock market will be 20% higher in a year than it is now? Please give a number between 0% and 100%

%

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Collection: E128-E131 Contains: E128, E129, E130, E131 Show if: ((PR_2NDFOLLOW_RANDOM = 6) or (PR_1STFOLLOW_RANDOM = 6)) and (E127 was-answered)

Question: E128

Page Break

Scale Summary

Code Label Show-If

1 I am very sure about the chance

2 I am pretty sure about the chance

3 I actually have no idea about the chance

4 No one can know the chance

You just said that there is a % chance that the stock market will be 20% higher in a year than it is now. Which of the options below best represents how you think about that answer?

nmlkj I am very sure about the chance

nmlkj I am pretty sure about the chance

nmlkj I actually have no idea about the chance

nmlkj No one can know the chance

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Question: E129

Page Break

Scale Summary

Code Label Show-If

1 Not clear at all 1

2 2

3 3

4 4

5 5

6 6

7 Very clear 7

Next, please think about the question you just answered, about the chance that the stock market will be 20% higher in a year than it is now. How clear was this question?

Not clear at all

1 2 3 4 5 6

Very clear

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E130

Page Break

Scale Summary

Code Label Show-If

1 Not hard at all 1

2 2

3 3

4 4

5 5

6 6

7 Very hard 7

How hard was it to come up with an answer to this question?

Not hard at all

1 2 3 4 5 6

Very hard

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Question: E131

Page Break

Scale Summary

Code Label Show-If

1 No control at all 1

2 2

3 3

4 4

5 5

6 6

7 Total control 7

How much control do you feel you have over the stock market being 20% higher in a year than it is now?

No control at

all 1 2 3 4 5 6

Total control

7

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Collection: SEC_F Contains: F001_RWRKPAYLCY, F002-F005INCOMEQUESTIONS, F006_CURRCVSSI, F007SOCIALSECURITY, F008_, F009_ Show if: (MAIN_TEST_SCREEN is-any-of [ALL] or [Section F - Asset/Income Value Items]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])

Page Break

We are interested in how people are getting along financially these days. The next questions are about income you receive.

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Question: F001_RWRKPAYLCY

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

8 Don't know (Error!) or (F001_RWRKPAYLCY is-any-of 8:[Don't know])

Let's start with income from work. Did you do any work for pay last year, in 2010?

nmlkj Yes

nmlkj No

nmlkj Don't know

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Collection: F002-F005INCOMEQUESTIONS Contains: F002_RSEMPINCLCY, F003SELFEMPLOYMENT, F004_RWAGESALLCY, F005WAGESANDSALARY Show if: (F001_RWRKPAYLCY = 1:[Yes])

Page Break

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Question: F002_RSEMPINCLCY

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

8 Don't know (Error!) or (F002_RSEMPINCLCY is-any-of 8:[Don't know])

Did any of your earnings from work in 2010 come from self-employment?

nmlkj Yes

nmlkj No

nmlkj Don't know

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Collection: F003SELFEMPLOYMENT Contains: F003_RAMTSEMPINCLCY, F003_UNFM3UP, F003_UNFM2U1D, F003_UNFM1U2D, F003B_RANGEALT Show if: (F002_RSEMPINCLCY = 1:[Yes])

Page Break

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Question: F003_RAMTSEMPINCLCY

Page Break

About how much did your self-employment income amount to in 2010, including any profits left in the business, before taxes and other deductions?

Amount $

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Collection: F003_UNFM3UP Contains: F003_UNFM3UP_ENTRY, F003_UNFM3UP_1UP, F003_UNFM3UP_2UP, F003_UNFM3UP_3UP Show if: (PR_F003_RANDOM = 1) and (F003_RAMTSEMPINCLCY was-not-answered) and (PR_UNFRANGE_RANDOM = 1)

Question: F003_UNFM3UP_ENTRY

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know (Error!) or (F003_UNFM3UP_ENTRY is-any-of 8:[Don't know])

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F003_UNFM3UP_1UP Show if: (F003_UNFM3UP_ENTRY = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F003_UNFM3UP_2UP Show if: (F003_UNFM3UP_ENTRY = 5:[More than $]) and (F003_UNFM3UP_1UP = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F003_UNFM3UP_3UP Show if: (F003_UNFM3UP_ENTRY = 5:[More than $]) and (F003_UNFM3UP_1UP = 5:[More than $]) and (F003_UNFM3UP_2UP = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Page Break

Val1 Val2 Val3 Val4 Min: Max: result:

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Collection: F003_UNFM2U1D Contains: F003_UNFM2U1D_ENTRY, F003_UNFM2U1D_1D, F003_UNFM2U1D_1UP, F003_UNFM2U1D_2UP Show if: (PR_F003_RANDOM = 2) and (F003_RAMTSEMPINCLCY was-not-answered) and (PR_UNFRANGE_RANDOM = 1)

Question: F003_UNFM2U1D_ENTRY

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know (Error!) or (F003_UNFM2U1D_ENTRY is-any-of 8:[Don't know])

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F003_UNFM2U1D_1D Show if: (F003_UNFM2U1D_ENTRY = 1:[Less than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F003_UNFM2U1D_1UP Show if: (F003_UNFM2U1D_ENTRY = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F003_UNFM2U1D_2UP Show if: (F003_UNFM2U1D_ENTRY = 5:[More than $]) and (F003_UNFM2U1D_1UP = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Page Break

Val1 Val2 Val3 Val4 Min: Max: result:

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Collection: F003_UNFM1U2D Contains: F003_UNFM1U2D_ENTRY, F003_UNFM1U2D_1D, F003_UNFM1U2D_2D, F003_UNFM1U2D_1UP Show if: (F003_RAMTSEMPINCLCY was-not-answered) and (PR_F003_RANDOM ≠ 1) and (PR_F003_RANDOM ≠ 2) and (PR_UNFRANGE_RANDOM = 1)

Question: F003_UNFM1U2D_ENTRY

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know (Error!) or (F003_UNFM1U2D_ENTRY is-any-of 8:[Don't know])

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F003_UNFM1U2D_1D Show if: (F003_UNFM1U2D_ENTRY = 1:[Less than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Page 206: Survey.ashx?XmlDocument=localh - University of Michigan

Question: F003_UNFM1U2D_2D Show if: (F003_UNFM1U2D_ENTRY = 1:[Less than $]) and (F003_UNFM1U2D_1D = 1:[Less than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F003_UNFM1U2D_1UP Show if: (F003_UNFM1U2D_ENTRY = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Page Break

Val2 Val2 Val3 Val4 Min: Max: result:

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Question: F003B_RANGEALT Show if: (F003_RAMTSEMPINCLCY was-not-answered) and (PR_UNFRANGE_RANDOM = 2)

Page Break

Scale Summary

Code Label Show-If

1 0- $5,000

2 $5,001 - $10,000

3 $10,001 - $25,000

4 $25,001 - $50,000

5 $50,001 - $100,000

6 More than $100,000

Please provide an estimate of your self-employment income in 2010.

nmlkj 0- $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $25,000

nmlkj $25,001 - $50,000

nmlkj $50,001 - $100,000

nmlkj More than $100,000

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Question: F004_RWAGESALLCY

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

any of your 2010 earnings come from wages and salaries?

nmlkj Yes

nmlkj No

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Collection: F005WAGESANDSALARY Contains: F005_RAMTWAGESALLCY, F005_UNFM3UP, F005_UNFM2U1D, F005_UNFM1U2D, F005B_RANGEALT Show if: (F004_RWAGESALLCY = 1:[Yes])

Page Break

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Question: F005_RAMTWAGESALLCY

Page Break

About how much wage and salary income did you receive in 2010, before taxes and other deductions?

Amount $

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Collection: F005_UNFM3UP Contains: F005_UNFM3UP_ENTRY, F005_UNFM3UP_1UP, F005_UNFM3UP_2UP, F005_UNFM3UP_3UP Show if: (PR_F005_RANDOM = 1) and (F005_RAMTWAGESALLCY was-not-answered) and (PR_UNFRANGE_RANDOM = 1)

Question: F005_UNFM3UP_ENTRY

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know (Error!) or (F005_UNFM3UP_ENTRY is-any-of 8:[Don't know])

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F005_UNFM3UP_1UP Show if: (F005_UNFM3UP_ENTRY = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F005_UNFM3UP_2UP Show if: (F005_UNFM3UP_ENTRY = 5:[More than $]) and (F005_UNFM3UP_1UP = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F005_UNFM3UP_3UP Show if: (F005_UNFM3UP_ENTRY = 5:[More than $]) and (F005_UNFM3UP_1UP = 5:[More than $]) and (F005_UNFM3UP_2UP = 5:[More than $])

Collection: F005_UNFM2U1D Contains: F005_UNFM2U1D_ENTRY, F005_UNFM2U1D_1D, F005_UNFM2U1D_1UP, F005_UNFM2U1D_2UP Show if: (PR_F005_RANDOM = 2) and (F005_RAMTWAGESALLCY was-not-answered) and (PR_UNFRANGE_RANDOM = 1)

Question: F005_UNFM2U1D_ENTRY

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know (Error!) or (F005_UNFM2U1D_ENTRY is-any-of 8:[Don't know])

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F005_UNFM2U1D_1D Show if: (F005_UNFM2U1D_ENTRY = 1:[Less than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F005_UNFM2U1D_1UP Show if: (F005_UNFM2U1D_ENTRY = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F005_UNFM2U1D_2UP Show if: (F005_UNFM2U1D_ENTRY = 5:[More than $]) and (F005_UNFM2U1D_1UP = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Page Break

Val1 Val2 Val3 Val4 Min: Max: result:

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Collection: F005_UNFM1U2D Contains: F005_UNFM1U2D_ENTRY, F005_UNFM1U2D_1D, F005_UNFM1U2D_2D, F005_UNFM1U2D_1UP Show if: (F005_RAMTWAGESALLCY was-not-answered) and (PR_F005_RANDOM ≠ 1) and (PR_F005_RANDOM ≠ 2) and (PR_UNFRANGE_RANDOM = 1)

Question: F005_UNFM1U2D_ENTRY

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know (Error!) or (F005_UNFM1U2D_ENTRY is-any-of 8:[Don't know])

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F005_UNFM1U2D_1D Show if: (F005_UNFM1U2D_ENTRY = 1:[Less than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F005_UNFM1U2D_2D Show if: (F005_UNFM1U2D_ENTRY = 1:[Less than $]) and (F005_UNFM1U2D_1D = 1:[Less than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Page 224: Survey.ashx?XmlDocument=localh - University of Michigan

Question: F005_UNFM1U2D_1UP Show if: (F005_UNFM1U2D_ENTRY = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Page Break

Val2 Val2 Val3 Val4 Min: Max: result:

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Question: F005B_RANGEALT Show if: (F005_RAMTWAGESALLCY was-not-answered) and (PR_UNFRANGE_RANDOM = 2)

Page Break

Scale Summary

Code Label Show-If

1 0- $5,000

2 $5,001 - $10,000

3 $10,001 - $25,000

4 $25,001 - $50,000

5 $50,001 - $100,000

6 More than $100,000

Please provide an estimate of your wage and salary income in 2010.

nmlkj 0- $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $25,000

nmlkj $25,001 - $50,000

nmlkj $50,001 - $100,000

nmlkj More than $100,000

Val1 Val2 Val3 Val4 Min: Max: result:

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Question: F006_CURRCVSSI

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

8 Don't know (Error!) or (F006_CURRCVSSI is-any-of 8:[Don't know])

Do you currently receive any income from Social Security?

nmlkj Yes

nmlkj No

nmlkj Don't know

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Collection: F007SOCIALSECURITY Contains: F007_RAMTSSLSTMO, F007_UNFM1U1D, F007_UNFM2U, F007_UNFM2D, F007B_RANGEALT Show if: (F006_CURRCVSSI = 1:[Yes])

Page Break

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Question: F007_RAMTSSLSTMO

Page Break

About the Social Security income that you receive, how much was that Social Security check, or the amount deposited directly into an account, last month? Please enter the amount after any deductions

Amount $

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Collection: F007_UNFM1U1D Contains: F007_UNFM1U1D_ENTRY, F007_UNFM1U1D_1D, F007_UNFM1U1D_1UP Show if: (F007_RAMTSSLSTMO was-not-answered) and (PR_F007_RANDOM = 1) and (PR_UNFRANGE_RANDOM = 1)

Question: F007_UNFM1U1D_ENTRY

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know (Error!) or (F007_UNFM1U1D_ENTRY is-any-of 8:[Don't know])

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F007_UNFM1U1D_1D Show if: (F007_UNFM1U1D_ENTRY = 1:[Less than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $ more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F007_UNFM1U1D_1UP Show if: (F007_UNFM1U1D_ENTRY = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $ more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Page Break

Val1 Val2 Val3 Min: Max: result:

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Collection: F007_UNFM2U Contains: F007_UNFM2U_ENTRY, F007_UNFM2U_1UP, F007_UNFM2U_2UP Show if: (F007_RAMTSSLSTMO was-not-answered) and (PR_F007_RANDOM = 2) and (PR_UNFRANGE_RANDOM = 1)

Question: F007_UNFM2U_ENTRY

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know (Error!) or (F007_UNFM2U_ENTRY is-any-of 8:[Don't know])

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F007_UNFM2U_1UP Show if: (F007_UNFM2U_ENTRY = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $ more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F007_UNFM2U_2UP Show if: (F007_UNFM2U_ENTRY = 5:[More than $]) and (F007_UNFM2U_1UP = 5:[More than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Page Break

Val1 Val2 Val3 Min: Max: result:

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Collection: F007_UNFM2D Contains: F007_UNFM2D_ENTRY, F007_UNFM2D_1D, F007_UNFM2D_2D Show if: (F007_RAMTSSLSTMO was-not-answered) and (PR_F007_RANDOM ≠ 1) and (PR_F007_RANDOM ≠ 2) and (PR_UNFRANGE_RANDOM = 1)

Question: F007_UNFM2D_ENTRY

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know (Error!) or (F007_UNFM2D_ENTRY is-any-of 8:[Don't know])

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F007_UNFM2D_1D Show if: (F007_UNFM2D_ENTRY = 1:[Less than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $ more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Question: F007_UNFM2D_2D Show if: (F007_UNFM2D_ENTRY = 1:[Less than $]) and (F007_UNFM2D_1D = 1:[Less than $])

Page Break

Scale Summary

Code Label Show-If

1 Less than $

3 About $

5 More than $

8 Don't know Never Shown

Did it amount to less than $, more than $ or what?

nmlkj Less than $

nmlkj About $

nmlkj More than $

nmlkj Don't know

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Page Break

Val1 Val2 Val3 Min: Max: result:

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Question: F007B_RANGEALT Show if: (F007_RAMTSSLSTMO was-not-answered) and (PR_UNFRANGE_RANDOM = 2)

Page Break

Scale Summary

Code Label Show-If

1 0- $500

2 $501 - $700

3 $701 - $1,000

4 More than $1,000

Please provide an estimate of the Social Security income that you received last month.

nmlkj 0- $500

nmlkj $501 - $700

nmlkj $701 - $1,000

nmlkj More than $1,000

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Question: F008_

Question: F009_

Page Break

Scale Summary

Code Label Show-If

1 Better off now than a year ago

3 Same

5 Worse off now than a year ago

Would you say that you and your family living with you are better off or worse off financially than you were a year ago?

nmlkj Better off now than a year ago

nmlkj Same

nmlkj Worse off now than a year ago

Scale Summary

Code Label Show-If

1 Not at all difficult

2 Not very difficult

3 Somewhat difficult

4 Very difficult

5 Completely difficult

How difficult is it for you and your family to meet monthly payments on your family's bills?

nmlkj Not at all difficult

nmlkj Not very difficult

nmlkj Somewhat difficult

nmlkj Very difficult

nmlkj Completely difficult

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Collection: SEC_G Contains: G001_OWNHOME, G001_IS_YES, G006_IS_YES, G011_HAVE_RETIREMENTACCTS, G012_COLLECTION, G014_HAVESTOCKS, G015_COLLECTION, G017_HAVECREDIT, G018_COLLECTION, G020_TO_G_END Show if: ((MAIN_TEST_SCREEN is-any-of [ALL] or [Section G - Module 1: Asset Reconciliation]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])) and (PR_CAMSSAMPLESTAT = 2)

Question: G001_OWNHOME

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

8 Don't know (Error!) or (G001_OWNHOME = 8:[Don't know])

Do you own the home in which you live?

nmlkj Yes

nmlkj No

nmlkj Don't know

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Collection: G001_IS_YES Contains: G002_VAL_PRIMARYRES, G003_, G004_DEBT_PRIMARYRES, G005_, G006_OWN2NDHOME Show if: (G001_OWNHOME = 1:[Yes])

Question: G002_VAL_PRIMARYRES

Page Break

What would your home be worth if sold today? Please answer in whole dollars (no cents).

Amount $

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Question: G003_ Show if: (G002_VAL_PRIMARYRES was-not-answered)

Page Break

Scale Summary

Code Label Show-If

1 $0- $10,000

2 $10,001 - $25,000

3 $25,001 - $50,000

4 $50,001 - $100,000

5 $100,001 - $250,000

6 $250,001 - $500,000

7 $500,001 - $1,000,000

8 More than $1,000,000

Please provide an estimate of what your home would be worth if sold today.

nmlkj $0- $10,000

nmlkj $10,001 - $25,000

nmlkj $25,001 - $50,000

nmlkj $50,001 - $100,000

nmlkj $100,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj $500,001 - $1,000,000

nmlkj More than $1,000,000

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Question: G004_DEBT_PRIMARYRES

Page Break

How much money in total do you owe on your home? Please include any mortgages and any other loans that you have taken out against the value of your home. Please answer in whole dollars (no cents).

Amount $

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Question: G005_ Show if: (G004_DEBT_PRIMARYRES was-not-answered) and (G001_OWNHOME = 1:[Yes])

Page Break

Scale Summary

Code Label Show-If

1 $0 - $10,000

2 $10,001 - $25,000

3 $25,001 - $50,000

4 $50,001 - $100,000

5 $100,001 - $250,000

6 $250,001 - $500,000

7 $500,001 - $750,000

8 More than $750,000

Please provide an estimate of the amount owed on your home. Include any mortgages and any other loans that you have taken out against the value of your home.

nmlkj $0 - $10,000

nmlkj $10,001 - $25,000

nmlkj $25,001 - $50,000

nmlkj $50,001 - $100,000

nmlkj $100,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj $500,001 - $750,000

nmlkj More than $750,000

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Question: G006_OWN2NDHOME

Page Break

Scale Summary

Code Label Show-If

1 Yes, one other house or apartment

2 Yes, more than one other house or apartment

5 No

So far we have asked you about the home you live in. Do you own any other house or apartment?

nmlkj Yes, one other house or apartment

nmlkj Yes, more than one other house or apartment

nmlkj No

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Collection: G006_IS_YES Contains: G007_VAL_2NDHOME, G008_, G009_DEBT_2NDHOME, G010_ Show if: (G006_OWN2NDHOME = 1:[Yes, one other house or apartment]) or (G006_OWN2NDHOME = 2:[Yes, more than one other house or apartment])

Question: G007_VAL_2NDHOME

Page Break

What would the house or apartment be worth if sold today? Please answer in whole dollars (no cents).

Amount $

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Question: G008_ Show if: (G007_VAL_2NDHOME was-not-answered)

Page Break

Scale Summary

Code Label Show-If

1 $0- $10,000

2 $10,001 - $25,000

3 $25,001 - $50,000

4 $50,001 - $100,000

5 $100,001 - $250,000

6 $250,001 - $500,000

7 $500,001 - $1,000,000

8 More than $1,000,000

Please provide an estimate of what the house or apartment would be worth if sold today.

nmlkj $0- $10,000

nmlkj $10,001 - $25,000

nmlkj $25,001 - $50,000

nmlkj $50,001 - $100,000

nmlkj $100,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj $500,001 - $1,000,000

nmlkj More than $1,000,000

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Question: G009_DEBT_2NDHOME

Page Break

How much money in total do you owe on the house or apartment? Please include any mortgages and any other loans that you have taken out against the value of the house or apartment. Please answer in whole dollars (no cents).

Amount $

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Question: G010_ Show if: (G009_DEBT_2NDHOME was-not-answered) and (G006_OWN2NDHOME is-any-of 1:[Yes, one other house or apartment] or 2:[Yes, more than one other house or apartment])

Page Break

Scale Summary

Code Label Show-If

1 $0 - $10,000

2 $10,001 - $25,000

3 $25,001 - $50,000

4 $50,001 - $100,000

5 $100,001 - $250,000

6 $250,001 - $500,000

7 $500,001 - $750,000

8 More than $750,000

Please provide an estimate of the amount owed on the house or apartment. Include any mortgages and any other loans that you have taken out against the value of your house or apartment.

nmlkj $0 - $10,000

nmlkj $10,001 - $25,000

nmlkj $25,001 - $50,000

nmlkj $50,001 - $100,000

nmlkj $100,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj $500,001 - $750,000

nmlkj More than $750,000

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Question: G011_HAVE_RETIREMENTACCTS

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

8 Don't know (Error!) or (G011_HAVE_RETIREMENTACCTS = 8:[Don't know])

We are interested in how people save for retirement. Do you have any IRA, 401(k), Keogh or similar retirement saving accounts? Please include any such accounts that you have through a current or former employer.

nmlkj Yes

nmlkj No

nmlkj Don't know

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Collection: G012_COLLECTION Contains: G012_VAL_RETIREMENTACCTS, G013_ Show if: (G011_HAVE_RETIREMENTACCTS = 1:[Yes])

Question: G012_VAL_RETIREMENTACCTS Show if: (G011_HAVE_RETIREMENTACCTS = 1:[Yes])

Question: G013_ Show if: (G011_HAVE_RETIREMENTACCTS = 1:[Yes]) and (G012_VAL_RETIREMENTACCTS was-not-answered)

Page Break

Adding all of these retirement saving accounts together, what is the total value of these accounts? Please answer in whole dollars (no cents).

Amount $

Scale Summary

Code Label Show-If

1 $0 - $5,000

2 $5,001 - $10,000

3 $10,001 - $20,000

4 $20,001 - $50,000

5 $50,001 - $100,000

6 $100,001 - $250,000

7 $250,001 - $500,000

8 More than $500,000

Please provide an estimate of the total value of these accounts.

nmlkj $0 - $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $20,000

nmlkj $20,001 - $50,000

nmlkj $50,001 - $100,000

nmlkj $100,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj More than $500,000

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Question: G014_HAVESTOCKS

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Now we will ask you about stocks held outside of retirement accounts Do you have any shares of stock or stock mutual funds besides stock holdings that are part of an IRA, 401(k), Keogh or similar retirement accounts?

nmlkj Yes

nmlkj No

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Collection: G015_COLLECTION Contains: G015_VAL_STOCKS, G016_COLLECTION Show if: (G014_HAVESTOCKS = 1:[Yes])

Question: G015_VAL_STOCKS

Page Break

What are your stock holdings worth now? Please answer in whole dollars (no cents).

Amount $

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Collection: G016_COLLECTION Contains: G016_ Show if: (G015_VAL_STOCKS was-not-answered)

Question: G016_

Page Break

Scale Summary

Code Label Show-If

1 $0- $5,000

2 $5,001 - $10,000

3 $10,001 - $25,000

4 $25,001 - $50,000

5 $50,001 - $100,000

6 $100,001 - $250,000

7 $250,001 - $500,000

8 $500,001 - $1,000,000

9 More than $1,000,000

Please provide an estimate of the total value of these stock holdings.

nmlkj $0- $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $25,000

nmlkj $25,001 - $50,000

nmlkj $50,001 - $100,000

nmlkj $100,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj $500,001 - $1,000,000

nmlkj More than $1,000,000

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Question: G017_HAVECREDIT

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

The next questions are about credit card debt. Do you have one or more credit cards?

nmlkj Yes

nmlkj No

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Collection: G018_COLLECTION Contains: G018_PAYOFFLASTMO, G019_COLLECTION, G020_ Show if: (G017_HAVECREDIT = 1:[Yes])

Question: G018_PAYOFFLASTMO Show if: (G017_HAVECREDIT = 1:[Yes])

Page Break

Scale Summary

Code Label Show-If

1 Paid off all

5 Carried over unpaid debt

Last month did you pay off all your credit card debt or was there an unpaid debt that you carried over to this month?

nmlkj Paid off all

nmlkj Carried over unpaid debt

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Collection: G019_COLLECTION Contains: G019_DEBT_CREDIT Show if: (G017_HAVECREDIT = 1:[Yes]) and (G018_PAYOFFLASTMO = 5:[Carried over unpaid debt])

Question: G019_DEBT_CREDIT Show if: (G017_HAVECREDIT = 1:[Yes]) and (G018_PAYOFFLASTMO = 5:[Carried over unpaid debt])

Page Break

How much credit card debt did you carry over from last month to this one? We would like to know the amount on which you are charged interest. If you paid off the amount required to avoid interest charges, then please enter zero. Please answer in whole dollars (no cents).

Amount $

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Question: G020_ Show if: (G017_HAVECREDIT = 1:[Yes]) and (G018_PAYOFFLASTMO = 5:[Carried over unpaid debt]) and (G019_DEBT_CREDIT was-not-answered)

Page Break

Scale Summary

Code Label Show-If

1 $0

2 $1 - $500

3 $501 - $1,000

4 $1,001 - $2,500

5 $2,501 - $5,000

6 $5,001 - $10,000

7 $10,001 - $20,000

8 $20,001 - $30,000

9 More than $30,000

Please provide an estimate of how much credit card debt you carried over from last month. We would like to know the amount on which you are charged interest. If you paid off the amount required to avoid interest charges, then please enter zero.

nmlkj $0

nmlkj $1 - $500

nmlkj $501 - $1,000

nmlkj $1,001 - $2,500

nmlkj $2,501 - $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $20,000

nmlkj $20,001 - $30,000

nmlkj More than $30,000

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Collection: G020_TO_G_END Contains: G_ASSET_SCREEN1, G_ASSET_SCREEN2, G048_HAVEOTHASSETS, G049_COLLECTION, G051_HAVETRUST, G052_COLLECTION, G055_HAVEOTHDEBTS, G056_COLLECTION, G021_G047_CON_SCREEN_3 Show if: (CA_JAVASCRIPT_ON = 1)

Collection: G_ASSET_SCREEN1 Contains: G021_G038, G023_COLLECTION, G026_COLLECTION, G029_COLLECTION, G032_COLLECTION, G035_COLLECTION, G038_COLLECTION

Question Block: G021_G038 Contains: G021_VAL_TRANSPORT, G024_DEBT_TRANSPORT, G027_VAL_REALESTATE, G030_DEBT_REALESTATE, G033_VAL_BUSFARM, G036_DEBT_BUSFARM

Page Break

Scale Summary

Code Label Show-If

1 Dollar Amount

8 Don't Know Amount

5 Don't Have

To complete the picture of your household’s economic situation and how it has been affected by swings in the economy we would like to ask about a few other assets and debts you may have. If you have the asset or debt, please enter the value. If you do not have the asset or debt, check the "Don't Have" button. Do not include the assets or debts of anyone else who may be living with you. Do you have any of the assets or debts listed below? Please answer in whole dollars (no cents).

Dollar AmountDon't Know Amount Don't Have

Value of Transportation: Such as cars, trucks, trailer, motor home (if not already reported as primary or secondary

residence), boat, or airplane nmlkj$ nmlkj nmlkj

Amount owed on Transportation: nmlkj$ nmlkj nmlkj

Value of Other Real Estate: Such as land, rental real estate, or money owed to you on a land contract or mortgage. Do

not include your primary residence or second home. nmlkj$ nmlkj nmlkj

Amount owed on Other Real Estate: nmlkj$ nmlkj nmlkj

Value of Business or Farm: If partial ownership, please report value of the share you own nmlkj$ nmlkj nmlkj

Amount owed on Business or Farm: nmlkj$ nmlkj nmlkj

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Collection: G023_COLLECTION Contains: G023 Show if: ((G021_VAL_TRANSPORT.AMOUNT was-not-answered) or (G021_VAL_TRANSPORT = 8:[Don't Know Amount])) and (G021_VAL_TRANSPORT ≠ 5:[Don't Have])

Question: G023

Page Break

Scale Summary

Code Label Show-If

0 Enter amount

1 $1,500 or less

2 $1,501 - $5,000

3 $5,001 - $10,000

4 $10,001 - $15,000

5 $15,001 - $25,000

6 $25,001 - $40,000

7 $40,001 - $100,000

8 $100,001 or more

You left this blank or entered "Don't know" for "Value ofTransportation" Would you provide either your best estimate or a range, below? Please answer in whole dollars (no cents).

nmlkj Enter amount $

nmlkj $1,500 or less

nmlkj $1,501 - $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $15,000

nmlkj $15,001 - $25,000

nmlkj $25,001 - $40,000

nmlkj $40,001 - $100,000

nmlkj $100,001 or more

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Collection: G026_COLLECTION Contains: G026 Show if: ((G024_DEBT_TRANSPORT.AMOUNT was-not-answered) or (G024_DEBT_TRANSPORT = 8:[Don't Know Amount])) and (G024_DEBT_TRANSPORT ≠ 5:[Don't Have])

Question: G026

Page Break

Scale Summary

Code Label Show-If

0 Enter amount

1 $1,500 or less

2 $1,501 - $5,000

3 $5,001 - $10,000

4 $10,001 - $15,000

5 $15,001 - $25,000

6 $25,001 - $40,000

7 $40,001 - $100,000

8 $100,001 or more

You left this blank or entered "Don't know" for "Debt on Transportation" Would you provide either your best estimate or a range, below? Please answer in whole dollars (no cents).

nmlkj Enter amount $

nmlkj $1,500 or less

nmlkj $1,501 - $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $15,000

nmlkj $15,001 - $25,000

nmlkj $25,001 - $40,000

nmlkj $40,001 - $100,000

nmlkj $100,001 or more

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Collection: G029_COLLECTION Contains: G029 Show if: ((G027_VAL_REALESTATE.AMOUNT was-not-answered) or (G027_VAL_REALESTATE = 8:[Don't Know Amount])) and (G027_VAL_REALESTATE ≠ 5:[Don't Have])

Question: G029

Page Break

Scale Summary

Code Label Show-If

0 Enter amount

1 < $5,000

2 $5,001 - $20,000

3 $20,001 - $50,000

4 $50,001 - $75,000

5 $75,001 - $125,000

6 $125,001 - $250,000

7 $250,001 - $500,000

8 $500,001 - $1,000,000

9 $1,000,001 or more

You left this blank or entered "Don't know" for "Value of Other Real Estate" Would you provide your best estimate or a range, below? Please answer in whole dollars (no cents).

nmlkj Enter amount $

nmlkj < $5,000

nmlkj $5,001 - $20,000

nmlkj $20,001 - $50,000

nmlkj $50,001 - $75,000

nmlkj $75,001 - $125,000

nmlkj $125,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj $500,001 - $1,000,000

nmlkj $1,000,001 or more

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Collection: G032_COLLECTION Contains: G032 Show if: ((G030_DEBT_REALESTATE.AMOUNT was-not-answered) or (G030_DEBT_REALESTATE = 8:[Don't Know Amount])) and (G030_DEBT_REALESTATE ≠ 5:[Don't Have])

Question: G032 Show if: ((G030_DEBT_REALESTATE.AMOUNT was-not-answered) or (G030_DEBT_REALESTATE = 8:[Don't Know Amount])) and (G030_DEBT_REALESTATE ≠ 5:[Don't Have])

Page Break

Scale Summary

Code Label Show-If

0 Enter amount

1 < $5,000

2 $5,001 - $20,000

3 $20,001 - $50,000

4 $50,001 - $75,000

5 $75,001 - $125,000

6 $125,001 - $250,000

7 $250,001 - $500,000

8 $500,001 - $1,000,000

9 $1,000,001 or more

You left this blank or entered "Don't know" for "Debt on Other Real Estate" Would you provide your best estimate or range, below? Please answer in whole dollars (no cents).

nmlkj Enter amount $

nmlkj < $5,000

nmlkj $5,001 - $20,000

nmlkj $20,001 - $50,000

nmlkj $50,001 - $75,000

nmlkj $75,001 - $125,000

nmlkj $125,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj $500,001 - $1,000,000

nmlkj $1,000,001 or more

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Collection: G035_COLLECTION Contains: G035 Show if: ((G033_VAL_BUSFARM.AMOUNT was-not-answered) or (G033_VAL_BUSFARM = 8:[Don't Know Amount])) and (G033_VAL_BUSFARM ≠ 5:[Don't Have])

Question: G035 Show if: ((G033_VAL_BUSFARM.AMOUNT was-not-answered) or (G033_VAL_BUSFARM = 8:[Don't Know Amount])) and (G033_VAL_BUSFARM ≠ 5:[Don't Have])

Page Break

Scale Summary

Code Label Show-If

0 Enter amount

1 < $5,000

2 $5,001 - $10,000

3 $10,001 - $20,000

4 $20,001 - $50,000

5 $50,001 - $100,000

6 $100,001 - $250,000

7 $250,001 - $500,000

8 $500,001 - $1,000,000

9 $1,000,001 or more

You left this blank or entered "Don't know" for "Value of Business or Farm" Would you provide your best estimate or range, below? Please answer in whole dollars (no cents).

nmlkj Enter amount $

nmlkj < $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $20,000

nmlkj $20,001 - $50,000

nmlkj $50,001 - $100,000

nmlkj $100,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj $500,001 - $1,000,000

nmlkj $1,000,001 or more

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Collection: G038_COLLECTION Contains: G038 Show if: ((G036_DEBT_BUSFARM.AMOUNT was-not-answered) or (G036_DEBT_BUSFARM = 8:[Don't Know Amount])) and (G036_DEBT_BUSFARM ≠ 5:[Don't Have])

Question: G038 Show if: ((G036_DEBT_BUSFARM.AMOUNT was-not-answered) or (G036_DEBT_BUSFARM = 8:[Don't Know Amount])) and (G036_DEBT_BUSFARM ≠ 5:[Don't Have])

Page Break

Scale Summary

Code Label Show-If

0 Enter amount

1 < $5,000

2 $5,001 - $10,000

3 $10,001 - $20,000

4 $20,001 - $50,000

5 $50,001 - $100,000

6 $100,001 - $250,000

7 $250,001 - $500,000

8 $500,001 - $1,000,000

9 $1,000,001 or more

You left this blank or entered "Don't know" for "Debt on Business or Farm" Would you provide your best estimate or range, below? Please answer in whole dollars (no cents).

nmlkj Enter amount $

nmlkj < $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $20,000

nmlkj $20,001 - $50,000

nmlkj $50,001 - $100,000

nmlkj $100,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj $500,001 - $1,000,000

nmlkj $1,000,001 or more

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Collection: G_ASSET_SCREEN2 Contains: G039_G045, G041_COLLECTION, G044_COLLECTION, G047_COLLECTION

Question Block: G039_G045 Contains: G039_VAL_BONDS, G042_VAL_CHECKSAVE, G045_VAL_CDS

Page Break

Scale Summary

Code Label Show-If

1 Dollar Value

8 Don't Know Value

5 Don't Have

We asked earlier about financial assets in retirement accounts. Now we would like to ask about financial assets you might hold outside of retirement accounts. If you have the asset, please enter the value. If you do not have the asset, check the "Don't Have" button. Do you have any of the items listed below? Please answer in whole dollars (no cents).

Dollar ValueDon't Know

Value Don't Have

Corporate, municipal, government or foreign bonds, or bond funds: Do not include any assets you reported earlier, for example under retirement accounts.

Do not include government savings bonds or treasury bills, asked about below.

nmlkj$ nmlkj nmlkj

Checking or savings accounts, or money market funds: Do not include any assets you reported earlier, for example under retirement accounts.

nmlkj$ nmlkj nmlkj

CDs, government savings bonds, or treasury bills:

Do not include any assets you reported earlier, for example under retirement accounts. nmlkj$ nmlkj nmlkj

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Collection: G041_COLLECTION Contains: G041_ Show if: ((G039_VAL_BONDS.AMOUNT was-not-answered) or (G039_VAL_BONDS = 8:[Don't Know Value])) and (G039_VAL_BONDS ≠ 5:[Don't Have])

Question: G041_ Show if: ((G039_VAL_BONDS.AMOUNT was-not-answered) or (G039_VAL_BONDS = 8:[Don't Know Value])) and (G039_VAL_BONDS ≠ 5:[Don't Have])

Page Break

Scale Summary

Code Label Show-If

0 Enter amount

1 $5000 or less

2 $5,001 - $10,000

3 $10,001 - $20,000

4 $20,001 - $40,000

5 $40,001 - $60,000

6 $60,001 - $100,000

7 $100,001-$200,000

8 $200,001-$500,000

9 $500,001 or more

You left this blank or entered "Don’t know" for "Value of Bonds" Would you provide your best estimate or a range, below? Please answer in whole dollars (no cents).

nmlkj Enter amount $

nmlkj $5000 or less

nmlkj $5,001 - $10,000

nmlkj $10,001 - $20,000

nmlkj $20,001 - $40,000

nmlkj $40,001 - $60,000

nmlkj $60,001 - $100,000

nmlkj $100,001-$200,000

nmlkj $200,001-$500,000

nmlkj $500,001 or more

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Collection: G044_COLLECTION Contains: G044_ Show if: ((G042_VAL_CHECKSAVE.AMOUNT was-not-answered) or (G042_VAL_CHECKSAVE = 8:[Don't Know Value])) and (G042_VAL_CHECKSAVE ≠ 5:[Don't Have])

Question: G044_ Show if: ((G042_VAL_CHECKSAVE.AMOUNT was-not-answered) or (G042_VAL_CHECKSAVE = 8:[Don't Know Value])) and (G042_VAL_CHECKSAVE ≠ 5:[Don't Have])

Page Break

Scale Summary

Code Label Show-If

0 Enter amount

1 < $1,000

2 $1,001 - $5,000

3 $5,001 - $10,000

4 $10,001 - $15,000

5 $15,001 - $20,000

6 $20,001 - $40,000

7 $40,001 - $60,000

8 $60,001- $100,000

9 $100,001 or more

You left this blank or entered "Don’t know" for "Value of Savings, Checking, Money Market Accounts" Would you provide your best estimate or a range, below? Please answer in whole dollars (no cents).

nmlkj Enter amount $

nmlkj < $1,000

nmlkj $1,001 - $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $15,000

nmlkj $15,001 - $20,000

nmlkj $20,001 - $40,000

nmlkj $40,001 - $60,000

nmlkj $60,001- $100,000

nmlkj $100,001 or more

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Collection: G047_COLLECTION Contains: G047_ Show if: ((G045_VAL_CDS.AMOUNT was-not-answered) or (G045_VAL_CDS = 8:[Don't Know Value])) and (G045_VAL_CDS ≠ 5:[Don't Have])

Question: G047_ Show if: ((G045_VAL_CDS.AMOUNT was-not-answered) or (G045_VAL_CDS = 8:[Don't Know Value])) and (G045_VAL_CDS ≠ 5:[Don't Have])

Page Break

Scale Summary

Code Label Show-If

0 Enter amount

1 < $1,000

2 $1,001 - $5,000

3 $5,001 - $10,000

4 $10,001 - $15,000

5 $15,001 - $20,000

6 $20,001 - $40,000

7 $40,001 - $60,000

8 $60,001- $100,000

9 $100,001 or more

You left this blank or entered "Don't know" for "Value of Certificates of Deposit" Would you provide your best estimate or a range, below? Please answer in whole dollars (no cents).

nmlkj Enter amount $

nmlkj < $1,000

nmlkj $1,001 - $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $15,000

nmlkj $15,001 - $20,000

nmlkj $20,001 - $40,000

nmlkj $40,001 - $60,000

nmlkj $60,001- $100,000

nmlkj $100,001 or more

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Question: G048_HAVEOTHASSETS

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Do you have any other savings or assets, such as jewelry, money owed to you by others, a collection for investment purposes, cash value of any life insurance policies or an annuity that you haven't already told us about?

nmlkj Yes

nmlkj No

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Collection: G049_COLLECTION Contains: G049_VAL_OTHASSETS, G050_COLLECTION Show if: (G048_HAVEOTHASSETS = 1:[Yes])

Question: G049_VAL_OTHASSETS

Page Break

What is the total value of these other assets? Please answer in whole dollars (no cents).

Amount $

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Collection: G050_COLLECTION Contains: G050_ Show if: (G049_VAL_OTHASSETS was-not-answered) and (G048_HAVEOTHASSETS = 1:[Yes])

Question: G050_

Page Break

Scale Summary

Code Label Show-If

1 < $5,000

2 $5,001 - $10,000

3 $10,001 - $20,000

4 $20,001 - $50,000

5 $50,001 - $100,000

6 $100,001 - $250,000

7 $250,001 - $500,000

8 $500,001 - $1,000,000

9 $1,000,001 or more

Please provide an estimate of the total value of these assets.

nmlkj < $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $20,000

nmlkj $20,001 - $50,000

nmlkj $50,001 - $100,000

nmlkj $100,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj $500,001 - $1,000,000

nmlkj $1,000,001 or more

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Question: G051_HAVETRUST

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Have you put any of your assets into a trust?

nmlkj Yes

nmlkj No

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Collection: G052_COLLECTION Contains: G052_TRUSTNOTREPORTED, G053_COLLECTION, G054_COLLECTION Show if: (G051_HAVETRUST = 1:[Yes])

Question: G052_TRUSTNOTREPORTED

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Are there any assets in the trust that you have not yet reported?

nmlkj Yes

nmlkj No

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Collection: G053_COLLECTION Contains: G053_VAL_TRUST Show if: (G052_TRUSTNOTREPORTED = 1:[Yes])

Question: G053_VAL_TRUST

Page Break

What is the total value of the assets in the trust that you have not yet reported? Please answer in whole dollars (no cents).

Amount $

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Collection: G054_COLLECTION Contains: G054_ Show if: (G053_VAL_TRUST was-not-answered) and (G052_TRUSTNOTREPORTED = 1:[Yes])

Question: G054_

Page Break

Scale Summary

Code Label Show-If

1 < $5,000

2 $5,001 - $20,000

3 $20,001 - $50,000

4 $50,001 - $75,000

5 $75,001 - $125,000

6 $125,001 - $250,000

7 $250,001 - $500,000

8 $500,001 - $1,000,000

9 $1,000,001 or more

Please provide an estimate of the total value of these trust assets.

nmlkj < $5,000

nmlkj $5,001 - $20,000

nmlkj $20,001 - $50,000

nmlkj $50,001 - $75,000

nmlkj $75,001 - $125,000

nmlkj $125,001 - $250,000

nmlkj $250,001 - $500,000

nmlkj $500,001 - $1,000,000

nmlkj $1,000,001 or more

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Question: G055_HAVEOTHDEBTS

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Scale Summary

Code Label Show-If

1 Yes

5 No

And do you have any debts that we haven't asked about, such as medical debts, life insurance policy loans, loans from relatives, and so forth? Please note: we have already asked about debt on your home, second home, other real estate, transportation, farm or business, and credit card debt.

nmlkj Yes

nmlkj No

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Collection: G056_COLLECTION Contains: G056__DEBT_OTHER, G057_COLLECTION Show if: (G055_HAVEOTHDEBTS = 1:[Yes])

Question: G056__DEBT_OTHER

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Altogether, what is the total amount of those other debts? Please answer in whole dollars (no cents).

Amount $

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Collection: G057_COLLECTION Contains: G057_ Show if: (G056__DEBT_OTHER was-not-answered)

Question: G057_

Page Break

Scale Summary

Code Label Show-If

1 < $1,000

2 $1,001 - $5,000

3 $5,001 - $10,000

4 $10,001 - $15,000

5 $15,001 - $20,000

6 $20,001 - $40,000

7 $40,001 - $60,000

8 $60,001- $100,000

9 $100,001 or more

You entered "Don’t know" for "Value of Other Debts" Would you provide your best estimate or a range, below?

nmlkj < $1,000

nmlkj $1,001 - $5,000

nmlkj $5,001 - $10,000

nmlkj $10,001 - $15,000

nmlkj $15,001 - $20,000

nmlkj $20,001 - $40,000

nmlkj $40,001 - $60,000

nmlkj $60,001- $100,000

nmlkj $100,001 or more

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Collection: G021_G047_CON_SCREEN_3 Contains: Show if: (CA_JAVASCRIPT_ON = 1)

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Based on the items we just asked you about, our estimate of your household's net worth (assets minus debt) is $. A summary table of your entries for asset and debt amounts is provided on the next page. If the above estimate doesn't seem correct, you will be able to make changes to the amounts in the summary table. Please note: If you selected a range for any value, we used the middle of the range to calculate the total. This is also the value we entered in the summary table on the next page. It will be marked with "Range Estimate".

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Page Break

Navigation Tip

Your household's net worth is: $. If you would like to make any changes to your entries, you can change the amounts in the table below. The totals at the bottom of the screen will re-calculate as you move to the next line. Once you are satisfied with your entries, please just click on 'Next'. Please answer in whole dollars (no cents).

ASSET VALUE DEBT/MONEY OWED

Housing

Primary Residence $ $

Other house or apartment $ $

Other real assets

Transportation $ $

Other Real Estate $ $

Business or farm $ $

Financial assets

Retirement accounts $

Stocks outside of retirement accounts $

Corporate bonds $

CDs, Gov Savings Bonds, or Treasury Bills $

Checking/Saving/Money Market accounts $

Other assets and other debt

Other savings or assets $

Assets in trusts $

Credit card debt $

Other debt $

___________________________________________ ___________________ ___________________

Total Assets $ Total Debts NaN $ NaN

Total Net Worth $ NaN

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TESTING SCREEN The value of G079_ASSETONLY_FINAL= G079_DEBITONLY_FINAL= G079_TOTALNETWORTH_FINAL=

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Collection: SEC_H Contains: COLLECTION_1_H, COLLECTION_2_H, H201_H207, H208_H212, H213_H217 Show if: ((MAIN_TEST_SCREEN is-any-of [ALL] or [Section H - Module 2: Household Spending and Reconciliation]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])) and (PR_CAMSSAMPLESTAT = 1) and (CA_JAVASCRIPT_ON = 1)

Collection: COLLECTION_1_H Contains: H001_H007, H008_H010, H011_H014, H015_H019, H020_H022, H023_H025 Show if: (PR_MO_QRTLY = 1)

Page Break

The next questions are about how much your household spent on certain items in the last calendar month (i.e. during the month of ). As you will see, the list does not cover all types of spending, only those that tend to be most frequent. We will ask about additional types of spending a little later, and you will have a chance to report about those less frequently purchased items. (Click here for a list of spending categories that we will ask about LATER IN THIS survey.)

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Question Block: H001_H007 Contains: H001, H002, H003, H004, H005, H006, H007

Page Break

Scale Summary

Code Label Show-If

1 Amount Spent Last Month

4 No Money Spent on this Last Month

Please provide your best estimate of how much in total your household spent last month in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item last month, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Amount Spent Last Month

No Money Spent on this Last

Month

Mortgage (Interest and Principal) nmlkj $ nmlkj

Rent nmlkj $ nmlkj

Electricity nmlkj $ nmlkj

Water nmlkj$ nmlkj

Heating fuel for the home nmlkj $ nmlkj

Telephone, cable, Internet nmlkj$ nmlkj

Car payments (Interest and Principal) nmlkj $ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H008_H010 Contains: H008, H009, H010

Page Break

Scale Summary

Code Label Show-If

1 Amount Spent Last Month

4 No Money Spent on This Last Month

Please provide your best estimate of how much in total your household spent last month in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item last month, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Amount Spent Last Month

No Money Spent on This Last

Month

Food and beverages: food and drinks, including alcoholic, that you buy in grocery or other stores nmlkj $ nmlkj

Dining and/or drinking out: items in restaurants, cafes, bars and diners, including take-out food

nmlkj $ nmlkj

Gasoline nmlkj $ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H011_H014 Contains: H011, H012, H013, H014

Page Break

Scale Summary

Code Label Show-If

1 Amount Spent Last Month

4 No Money Spent on this Last Month

Please provide your best estimate of how much in total your household spent last month in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item last month, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Amount Spent Last Month

No Money Spent on this Last

Month

Housekeeping supplies:

cleaning and laundry products nmlkj$ nmlkj

Housekeeping, dry cleaning, and laundry services: hiring costs for housekeeping or home cleaning, and amount spent at dry cleaners and laundries

nmlkj$ nmlkj

Gardening and yard supplies: yard, lawn and garden products

nmlkj$ nmlkj

Gardening and yard services: hiring costs including materials they provided

nmlkj$ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H015_H019 Contains: H015, H016, H017, H018, H019

Page Break

Scale Summary

Code Label Show-If

1 Amount Spent Last Month

4 No Money Spent on this Last Month

Please provide your best estimate of how much in total your household spent last month in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item last month, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Amount Spent Last Month

No Money Spent on this Last

Month

Clothing and apparel: including footwear, outerwear, and products such as watches or jewelry

nmlkj$ nmlkj

Personal care products and services: including hair care, shaving and skin products, amount spent at hair dresser, manicure, etc.

nmlkj$ nmlkj

Prescription and nonprescription medications: out-of-pocket cost, not including what’s covered by insurance

nmlkj$ nmlkj

Health care services: out-of-pocket cost of hospital care, doctor services, lab tests, eye, dental, and nursing home care

nmlkj$ nmlkj

Medical supplies: out-of-pocket cost, not including what’s covered by insurance

nmlkj$ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H020_H022 Contains: H020, H021, H022

Page Break

Scale Summary

Code Label Show-If

1 Amount Spent Last Month

4 No Money Spent on This Last Month

Please provide your best estimate of how much in total your household spent last month in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item last month, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Amount Spent Last Month

No Money Spent on This Last

Month

Entertainment: tickets to movies, sporting events, performing arts, etc.

nmlkj$ nmlkj

Sports: including gym and exercise equipment such as bicycles, skis, and boats

nmlkj$ nmlkj

Hobbies and leisure equipment: such as photography, stamps, reading materials, camping, etc.

nmlkj$ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H023_H025 Contains: H023, H024, H025

Page Break

Scale Summary

Code Label Show-If

1 Amount Spent Last Month

4 No Money Spent on This Last Month

Please provide your best estimate of how much in total your household spent last month in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item last month, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Amount Spent Last Month

No Money Spent on This Last

Month

Personal services: including cost of care for elderly and/or children, after-school activities

nmlkj $ nmlkj

Education: including tuition, room and board, books, and supplies

nmlkj $ nmlkj

Other child or pet-related spending, not yet reported: including toys, gear, equipment, and veterinarian

nmlkj $ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Page Break

According to your entries, your household's spending over the last month on the described categories was:$. A summary of your entries will be provided on the next page.

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Page Break

According to your entries your household's spending in on the described categories was:

$.

Below is a summary of your entries. If you would like to make any changes to your entries, you can change the amounts in the table below. Your total will re-calculate as you go. Once you are satisfied with your entries, please just click 'Next'. As a reminder, there are some categories of spending that we have not yet asked you about, but that we will ask you in the next set of questions in this survey. (Click here for a list of spending categories that we will ask about in the next set of questions.)

TOTAL: $ .00 NaN

Category Amount spent last month

Mortgage: $ .00

Rent: $ .00

Electricity: $ .00

Water: $ .00

Heating fuel for home: $ .00

Telephone, cable, Internet: $ .00

Car payments: $ .00

Food and beverages: $ .00

Dining and/or drinking out: $ .00

Gasoline: $ .00

Housekeeping supplies: $ .00

Housekeeping, dry cleaning and laundry services: $ .00

Gardening and yard supplies: $ .00

Gardening and yard services: $ .00

Clothing and apparel: $ .00

Personal care products and services: $ .00

Prescription and nonprescription medications: $ .00

Health care services: $ .00

Medical supplies: $ .00

Entertainment: $ .00

Sports: $ .00

Hobbies and leisure equipment: $ .00

Personal services: $ .00

Education: $ .00

Other child or pet-related spending, not yet reported: $ .00

TOTAL: $ .00

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TESTING SCREEN The value of H503_VALELCTMO_CON= H504_VALWATERMO_CON= H505_VALHEATINGMO_CON= H506_VALTELEPHONEMO_CON= H507_VALCARPMTSMO_CON= H508_VALFOODBEVMO_CON= H509_VALDININGOUTMO_CON= H510_VALGASMO_CON= H511_VALHOUSESUPLMO_CON= H512_VALHOUSESRVMO_CON= H513_VALYARDSUPLMO_CON= H514_VALYARDSRVMO_CON= H515_VALCLOTHINGMO_CON= H516_VALPERSCAREMO_CON= H517_VALMEDSMO_CON= H518_VALHEALTHSRVMO_CON= H519_VALMEDSUPLMO_CON= H520_VALTICKETSMO_CON= H521_VALSPORTSMO_CON= H522_VALHOBBIESMO_CON= H523_VALPERSSRVMO_CON= H524_VALEDUCATIONMO_CON= H525_VALOTHCHDSPNDMO_CON= H601_MONTH_TOTAL=

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Collection: COLLECTION_2_H Contains: H101_H107, H108_H110, H111_H114, H115_H119, H120_H122, H123_H125 Show if: (PR_MO_QRTLY = 2)

Page Break

The next questions are about how much your household spent on certain items over the last 3 calendar months (). As you will see, the list does not cover all types of spending, only those that tend to be most frequent. We will ask about additional types of spending a little later, and you will have a chance to report about those less frequently purchased items. (Click here for a list of spending categories that we will ask about LATER IN THIS survey.)

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Question Block: H101_H107 Contains: H101, H102, H103, H104, H105, H106, H107

Page Break

Scale Summary

Code Label Show-If

1 Total Amount Spent in Last 3 Months

4 No Money Spent on this in Last 3 Months

Please provide your best estimate of how much in total your household spent over the last 3 calendar months () in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item over the last 3 calendar months, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Total Amount Spent in Last 3

Months

No Money Spent on this in Last 3

Months

Mortgage: (Interest and Principal) nmlkj $ nmlkj

Rent nmlkj $ nmlkj

Electricity nmlkj $ nmlkj

Water nmlkj $ nmlkj

Heating fuel for the home nmlkj $ nmlkj

Telephone, cable, Internet nmlkj$ nmlkj

Car payments (Interest and Principal) nmlkj $ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H108_H110 Contains: H108, H109, H110

Page Break

Scale Summary

Code Label Show-If

1 Total Amount Spent in Last 3 Months

4 No Money Spent on This in Last 3 Months

Please provide your best estimate of how much in total your household spent over the last 3 calendar months () in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item over the last 3 calendar months, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Total Amount Spent in Last 3

Months

No Money Spent on This in Last

3 Months

Food and beverages: food and drinks, including alcoholic, that you buy in grocery or other stores

nmlkj $ nmlkj

Dining and/or drinking out: items in restaurants, cafes, bars and diners, including take-out food

nmlkj$ nmlkj

Gasoline nmlkj$ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H111_H114 Contains: H111, H112, H113, H114

Page Break

Scale Summary

Code Label Show-If

1 Total Amount Spent in Last 3 Months

4 No Money Spent on this in Last 3 Months

Please provide your best estimate of how much in total your household spent over the last 3 calendar months () in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item over the last 3 calendar months, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Total Amount Spent in Last 3

Months

No Money Spent on this in Last 3

Months

Housekeeping supplies:

cleaning and laundry products nmlkj$ nmlkj

Housekeeping, dry cleaning, and laundry services: hiring costs for housekeeping or home cleaning, and amount spent at dry cleaners and laundries

nmlkj$ nmlkj

Gardening and yard supplies: yard, lawn and garden products

nmlkj$ nmlkj

Gardening and yard services: hiring costs including materials they provided

nmlkj$ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H115_H119 Contains: H115, H116, H117, H118, H119

Page Break

Scale Summary

Code Label Show-If

1 Total Amount Spent in Last 3 Months

4 No Money Spent on this in Last 3 Months

Please provide your best estimate of how much in total your household spent over the last 3 calendar months () in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item over the last 3 calendar months, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Total Amount Spent in Last 3

Months

No Money Spent on this in Last

3 Months

Clothing and apparel: including footwear, outerwear, and products such as watches or jewelry

nmlkj$ nmlkj

Personal care products and services: including hair care, shaving and skin products, amount spent at hair dresser, manicure, etc.

nmlkj$ nmlkj

Prescription and nonprescription medications: out-of-pocket cost, not including what’s covered by insurance

nmlkj$ nmlkj

Health care services: out-of-pocket cost of hospital care, doctor services, lab tests, eye, dental, and nursing home care

nmlkj$ nmlkj

Medical supplies: out-of-pocket cost, not including what’s covered by insurance

nmlkj$ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H120_H122 Contains: H120, H121, H122

Page Break

Scale Summary

Code Label Show-If

1 Total Amount Spent in Last 3 Months

4 No Money Spent on This in Last 3 Months

Please provide your best estimate of how much in total your household spent over the last 3 calendar months () in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item over the last 3 calendar months, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Total Amount Spent in Last 3

Months

No Money Spent on This in Last 3

Months

Entertainment: tickets to movies, sporting events, performing arts, etc.

nmlkj$ nmlkj

Sports: including gym and exercise equipment such as bicycles, skis, and boats

nmlkj$ nmlkj

Hobbies and leisure equipment: such as photography, stamps, reading materials, camping, etc.

nmlkj$ nmlkj

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You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H123_H125 Contains: H123, H124, H125

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Scale Summary

Code Label Show-If

1 Total Amount Spent in Last 3 Months

4 No Money Spent on This in Last 3 Months

Please provide your best estimate of how much in total your household spent over the last 3 calendar months () in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item over the last 3 calendar months, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Total Amount Spent in Last 3

Months

No Money Spent on This in Last 3

Months

Personal services: including cost of care for elderly and/or children, after-school activities

nmlkj $ nmlkj

Education: including tuition, room and board, books, and supplies

nmlkj $ nmlkj

Other child or pet-related spending, not yet reported: including toys, gear, equipment, and veterinarian

nmlkj $ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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According to your entries, your household's spending over the last 3 calendar months on the described categories was: $. A summary of your entries will be provided on the next page.

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According to your entries your household's spending over the last 3 calendar months () on the described categories was:

$.

Below is a summary of your entries. If you would like to make any changes to your entries, you can change the amounts in the table below. Your total will re-calculate as you go. Once you are satisfied with your entries, please just click 'Next'. As a reminder, there are some categories of spending that we have not yet asked you about, but that we will ask you in the next set of questions in this survey. (Click here for a list of spending categories that we will ask about in the next set of questions.)

TOTAL: $ .00

Category Amount spent last 3 months

Mortgage: $ .00

Rent: $ .00

Electricity: $ .00

Water: $ .00

Heating fuel for home: $ .00

Telephone, cable, Internet: $ .00

Car payments: $ .00

Food and beverages: $ .00

Dining and/or drinking out: $ .00

Gasoline: $ .00

Housekeeping supplies: $ .00

Housekeeping, dry cleaning and laundry services: $ .00

Gardening and yard supplies: $ .00

Gardening and yard services: $ .00

Clothing and apparel: $ .00

Personal care products and services: $ .00

Prescription and nonprescription medications: $ .00

Health care services: $ .00

Medical supplies: $ .00

Entertainment: $ .00

Sports: $ .00

Hobbies and leisure equipment: $ .00

Personal services: $ .00

Education: $ .00

Other child or pet-related spending, not yet reported: $ .00

TOTAL: $ .00

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TESTING SCREEN The value of H528_VALELCTQTR_CON= H529_VALWATERQTR_CON= H530_VALHEATINGQTR_CON= H531_VALTELEPHONEQTR_CON= H532_VALCARPMTSQTR_CON= H533_VALFOODBEVQTR_CON= H534_VALDININGOUTQTR_CON= H535_VALGASQTR_CON= H536_VALHOUSESUPLQTR_CON= H537_VALHOUSESRVQTR_CON= H538_VALYARDSUPLQTR_CON= H539_VALYARDSRVQTR_CON= H540_VALCLOTHINGQTR_CON= H541_VALPERSCAREQTR_CON= H542_VALMEDSQTR_CON= H543_VALHEALTHSRVQTR_CON= H544_VALMEDSUPLQTR_CON= H545_VALENTMTQTR_CON= H546_VALSPORTSQTR_CON= H547_VALHOBBIESQTR_CON= H548_VALPERSSRVQTR_CON= H549_VALEDUCATIONQTR_CON= H550_VALOTHCHDSPNDQTR_CON= H602_QTR_TOTAL=

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The next questions are about categories of spending that households tend to have less frequently. We would like to know what your household paid -- if anything -- for any of these items over the last 3 calendar months ().

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Question Block: H201_H207 Contains: H201, H202, H203, H204, H205, H206, H207

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Scale Summary

Code Label Show-If

1 Total in Last 3 Months

4 Did Not Purchase in Last 3 Months

In the last three months did you or anyone else in your household purchase any of the items listed below? If so, please provide the purchase price. If you purchased more than one item in any category, please report the total purchase price of all the items you bought in that category. If there were no purchases in a given category over the last 3 calendar months, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Total in Last 3 Months

Did Not Purchase in Last

3 Months

Automobile or truck (Total before any trade-in) nmlkj $ nmlkj

Refrigerator nmlkj $ nmlkj

Stove and/or oven nmlkj $ nmlkj

Washing machine and/or dryer nmlkj $ nmlkj

Dishwasher nmlkj $ nmlkj

Television nmlkj $ nmlkj

Computer nmlkj $ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H208_H212 Contains: H208, H209, H210, H211, H212

Page Break

Scale Summary

Code Label Show-If

1 Total Amount Spent in Last 3 Months

4 No Money Spent on this in Last 3 Months

Please provide your best estimate of how much in total your household spent over the last 3 calendar months () in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item over the last 3 calendar months, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Total Amount Spent in Last 3 Months

No Money Spent on this in Last 3

Months

Homeowner’s or renter’s insurance nmlkj$ nmlkj

Property taxes nmlkj $ nmlkj

Vehicle insurance nmlkj$ nmlkj

Vehicle maintenance: parts, repairs, and servicing

nmlkj$ nmlkj

Health insurance: out-of-pocket, including Medicare supplemental insurance

nmlkj $ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Previous” button.

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Question Block: H213_H217 Contains: H213, H214, H215, H216, H217

Page Break

Scale Summary

Code Label Show-If

1 Total Amount Spent in Last 3 Months

4 No Money Spent on this in Last 3 Months

Please provide your best estimate of how much in total your household spent over the last 3 calendar months () in the described categories. Include spending by all members of your household, that is, by you and anyone living with you. Even if the amount your household spent was unusual, please report that amount. If no money was spent on a given item over the last 3 calendar months, please click the button in the column on the far right for that item. Please answer in whole dollars (no cents).

Total Amount Spent in Last 3 Months

No Money Spent on this in Last 3

Months

Trips and vacations: including transportation, accommodations, and recreational expenses on trips

nmlkj$ nmlkj

Home repairs and maintenance: materials your household bought directly

nmlkj$ nmlkj

Home repairs and maintenance services: hiring costs including materials they provided

nmlkj$ nmlkj

Contributions to religious, educational, charitable, or political organizations nmlkj$ nmlkj

Cash or gifts to family and friends outside your household: including alimony and child support payments

nmlkj$ nmlkj

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Page Break

You did not give an answer for:

Your answers are important to us. Please try to answer as best you can. If you would like to answer the question please press the “Back” button.

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According to your entries, your household's spending over the last 3 calendar months on the described categories was: $. A summary of your entries will be provided on the next page.

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According to your entries your household's spending in the last 3 calendar months () on the described categories was:

$.

Below is a summary of your entries. If you would like to make any changes to your entries, you can change the amounts in the table below. Your total will re-calculate as you go. Once you are satisfied with your entries, please just click 'Next'

TOTAL: $ .00

Category Amount spent last 3 months

Automobile or truck: $ .00

Refrigerator: $ .00

Stove and/or oven: $ .00

Washing machine and/or dryer: $ .00

Dishwasher: $ .00

Television: $ .00

Computer: $ .00

Homeowner's or renter's insurance: $ .00

Property taxes: $ .00

Vehicle insurance: $ .00

Vehicle maintenance: $ .00

Health insurance: $ .00

Trips and vacations: $ .00

Home repairs and maintenance: $ .00

Home repairs and maintenance services: $ .00

Contributions to religious, educational, charitable, or political organizations: $ .00

Cash or gifts to family and friends outside the household: $ .00

TOTAL: $ .00

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TESTING SCREEN The value of H551_VALAUTO_CON = H552_VALREFRIGERATOR_CON = H553_VALSTOVE_CON = H554_VALWASHERDRYER_CON = H555_VALDISHWASHER_CON = H556_VALTV_CON = H557_VALCOMPUTER_CON = H558_VALHOMERENTINS_CON = H559_VALPROPERTYTAXES_CON = H560_VALCARINS_CON = H561_VALCARMAINT_CON = H562_VALHEALTHINS_CON = H563_VALTRIPS_CON = H564_VALHOMEREPAIRDIY_CON = H565_VALHOMEREPAIRSRV_CON = H566_VALCONTRIBUTIONS_CON = H567_VALGIFTS_CON = H603_LESSFREQ_TOTAL=

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Question: H900_

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What sources of information, if any, did you use to assist you in answering these questions about your finances? Please select all that apply.

gfedc Investment account statements

gfedc Bank statements

gfedc Check registers

gfedc Personal Finance Software

gfedc Tax returns

gfedc I asked someone else

gfedc Other sources

gfedc I did not use any records

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Collection: SEC_I Contains: I001_I006_2, I019, I020_I037, I038_I047 Show if: ((MAIN_TEST_SCREEN is-any-of [ALL] or [Section I - Changes in Social Security Expectations]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])) and (CA_RS_AGE < 70)

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The next set of questions is about the Social Security benefits

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Collection: I001_I006_2 Contains: I001, I001GT0 Show if: (F006_CURRCVSSI ≠ 1:[Yes])

Question: I001

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On a scale from 0 to 100, (where 0 means no chance and 100 means absolutely certain), what do you think is the percent chance that you will receive Social Security benefits at some time in the future?

%

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Collection: I001GT0 Contains: I003_1_I006_1, I007, I008, I009_COL, I010_I013, I014_I018, I003_2_I006_2 Show if: (I001 > 0)

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Now suppose that you will indeed receive Social Security benefits in the future. We will ask some questions about when you expect to receive them and how much you think they will be.

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Collection: I003_1_I006_1 Contains: I003_1, I004_I006_COLL Show if: (PR_I_GROUP = 2) or (PR_I_GROUP = 4)

Question: I003_1

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At what age do you expect to start collecting these benefits?

Age

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Collection: I004_I006_COLL Contains: Show if: (CA_JAVASCRIPT_ON = 1)

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Some people are uncertain about when they will start collecting their Social Security benefits. In the next question, we ask you to think about the age at which you will start collecting these benefits. We will show you 20 balls that you can put in eight different bins, reflecting what you think are the chances out of 20 that the age at which you will start collecting falls in each bin. The more likely you think it is that the age at which you will start collecting falls in a given bin, the more balls you should assign to this bin. For example, if you put all the balls in the bin 63, it means you are certain that you will start collecting these benefits on or after your 63rd birthday and before your 64th birthday. Another example is illustrated on the next screen.

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Bin 64 has the most balls so this person thinks the chances are greatest that he will start collecting benefits at age 64. Because 12 out of 20 balls are in this bin he thinks the chances are 12 out of 20 or 60 percent. There is a smaller chance, 8 out of 20 or 40 percent, that he will start collecting benefits at age 65. Because all 20 balls are in bins 64 or 65 this person is certain he will first collect benefits at either 64 or 65. Of course this is just an example. The chances you have in mind may be completely different. Now it's your turn! Click on "Next" to start allocating balls.

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By clicking on the + and - buttons under each bin or clicking on and dragging each ball into a bin, please put the 20 balls into the 8 bins so that it reflects what you think the chances are (out of 20) that you will start collecting social security benefits at that age.

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Question: I007

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much do you expect your monthly Social Security benefits to be in today's dollars? Please answer in whole dollars

$

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Question: I008

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Scale Summary

Code Label Show-If

1 Yes, continue

2 No, I want to change it

This number is very important for the survey: Is this what you meant to enter?

nmlkj Yes, continue

nmlkj No, I want to change it

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Collection: I009_COL Contains: I009 Show if: (I008 = 2:[No, I want to change it])

Question: I009

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How much do you expect your monthly Social Security benefits to be in today's dollars? Please answer in whole dollars

$

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Collection: I010_I013 Contains: Show if: ((PR_I_GROUP = 1) or (PR_I_GROUP = 2)) and (CA_JAVASCRIPT_ON = 1)

Page Break

Some people are uncertain about their future Social Security benefits. In the next question, we ask you to think about what your monthly benefits might be. We will show you 20 balls that you can put in seven different bins, reflecting what you think are the chances out of 20 that your future Social Security benefits fall in each bin. The more likely you think it is that your benefits fall in a given bin, the more balls you should assign to this bin. For example, if you put all the balls in the bin $700 - $1050, it means you are certain that the amount you will receive is between $700 and $1050. Another example is illustrated on the next screen.

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In this example, there are no balls in the ranges below $700 or above $1400, so it is certain that benefits will not be lower than $700 or higher than $1400. 12 out of 20 balls are in the bin $700 - $1050 meaning that the chance that benefits are between $700 and $1050 is 12 out of 20 (60 percent). There is a smaller chance, 8 out of 20 (40 percent), that benefits are between $1050 and $1400. Of course this is just an example to illustrate; the chances you have in mind may be completely different. Now it's your turn!

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By clicking on the + and - buttons under each bin or clicking on and dragging each ball into a bin, please put the 20 balls into the 7 bins so that it reflects what you think the chances are (out of 20) that your monthly Social Security benefits will fall into each bin

- + - + - + - + - + - + - +

$ $ $ $ $ $ $0

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Collection: I014_I018 Contains: I015_16_1, I017, I018, I015_16_2 Show if: (PR_I_GROUP = 3) or (PR_I_GROUP = 4)

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Some people are uncertain about their future Social Security benefits. In the next few questions we will ask you about the chances that your future Social Security benefits might turn out to be than per month.

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Collection: I015_16_1 Contains: I015_1, I016_1 Show if: (PR_I_HIGHERFIRST = 1)

Question: I015_1

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Now what about the chances that your Social Security benefits might be higher: On a scale from 0 to 100, where 0 means no chance and 100 means you are absolutely certain, what do you think is the percent chance that your Social Security benefits will be more than $ per month

%

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Question: I016_1 Show if: (I015_1 > 0)

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Still about the chances that your Social Security benefits might be higher: On the same scale, what do you think is the percent chance that your Social Security benefits will be more than $ per month

%

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Question: I017

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Now what about the chances that your Social Security benefits might be lower?: On a scale from 0 to 100, where 0 means no chance and 100 means you are absolutely certain, what do you think is the percent chance that your Social Security benefits will be less than $ per month

%

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Question: I018 Show if: (I017 > 0)

Page Break

Still about the chances that your Social Security benefits might be lower: On the same scale, what do you think is the percent chance that your Social Security benefits will be less than $ per month

%

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Collection: I015_16_2 Contains: I015_2, I016_2 Show if: (PR_I_HIGHERFIRST ≠ 1)

Question: I015_2

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Now what about the chances that your Social Security benefits might be higher: On a scale from 0 to 100, where 0 means no chance and 100 means you are absolutely certain, what do you think is the percent chance that your Social Security benefits will be more than $ per month

%

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Question: I016_2 Show if: (I015_2 > 0)

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Still about the chances that your Social Security benefits might be higher: On the same scale, what do you think is the percent chance that your Social Security benefits will be more than $ per month

%

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Collection: I003_2_I006_2 Contains: I003_2, I004_I006_COLL_2 Show if: (PR_I_GROUP = 1) or (PR_I_GROUP = 3)

Question: I003_2

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At what age do you expect to start collecting these benefits?

Age

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Collection: I004_I006_COLL_2 Contains: Show if: (CA_JAVASCRIPT_ON = 1)

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Some people are uncertain about when they will start collecting their Social Security benefits. In the next question, we ask you to think about the age at which you will start collecting these benefits. We will show you 20 balls that you can put in eight different bins, reflecting what you think are the chances out of 20 that the age at which you will start collecting falls in each bin. The more likely you think it is that the age at which you will start collecting falls in a given bin, the more balls you should assign to this bin. For example, if you put all the balls in the bin 63, it means you are certain that you will start collecting these benefits on or after your 63rd birthday and before your 64th birthday. Another example is illustrated on the next screen.

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Bin 64 has the most balls so this person thinks the chances are greatest that he will start collecting benefits at age 64. Because 12 out of 20 balls are in this bin he thinks the chances are 12 out of 20 or 60 percent. There is a smaller chance, 8 out of 20 or 40 percent, that he will start collecting benefits at age 65. Because all 20 balls are in bins 64 or 65 this person is certain he will first collect benefits at either 64 or 65. Of course this is just an example. The chances you have in mind may be completely different. Now it's your turn! Click on "Next" to start allocating balls.

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By clicking on the + and - buttons under each bin or clicking on and dragging each ball into a bin, please put the 20 balls into the 8 bins so that it reflects what you think the chances are (out of 20) that you will start collecting social security benefits at that age.

- + - + - + - + - + - + - + - +

61 or less 62 63 64 65 66 67 68 or older

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Question: I019 Show if: ((E016 > 0) or (E116 > 0)) and (((F006_CURRCVSSI ≠ 1:[Yes]) and (I001 > 0)) or (F006_CURRCVSSI = 1:[Yes]))

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Earlier we asked you about Social Security cuts in general in the next 10 years. Now we would like to know whether you think these Social Security changes might affect your own benefits.

%

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Collection: I020_I037 Contains: I020_I028, I029_I037 Show if: (F006_CURRCVSSI ≠ 1:[Yes]) and (I001 > 0)

Collection: I020_I028 Contains: I020, I021, I022_COL, I023_I024, I025-I028 Show if: (I019 > 0) and ((PR_I_GROUP = 1) or (PR_I_GROUP = 3))

Question: I020

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Assuming that any reform that may take place in Social Security would not affect your benefits, how much would you expect your monthly Social Security benefits to be in today's dollars? Please answer in whole dollars

$

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Question: I021

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Scale Summary

Code Label Show-If

1 Yes, continue

2 No, I want to change it

This number is very important for the survey: Is this what you meant to enter?

nmlkj Yes, continue

nmlkj No, I want to change it

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Collection: I022_COL Contains: I022 Show if: (I021 = 2:[No, I want to change it])

Question: I022

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How much do you expect your monthly Social Security benefits to be in today's dollars? Please answer in whole dollars

$

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Collection: I023_I024 Contains: Show if: (PR_I_GROUP = 1) and (CA_JAVASCRIPT_ON = 1)

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Again, assume that any reform that may take place in Social Security would not affect your benefits By clicking on the + and - buttons under each bin or clicking on and dragging each ball into a bin, please put the 20 balls into the 7 bins so that it reflects what you think the chances are (out of 20) that your monthly Social Security benefits will fall into each bin.

- + - + - + - + - + - + - +

$ $ $ $ $ $ $0

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Collection: I025-I028 Contains: I25_26_1, I027, I028, I25_26_2 Show if: (PR_I_GROUP = 3)

Collection: I25_26_1 Contains: I025_1, I026_1 Show if: (PR_I_HIGHERFIRST = 1)

Question: I025_1

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Again, assume that any reform that may take place in Social Security would not affect your benefits. On a scale from 0 to 100, where 0 means no chance and 100 means you are absolutely certain, what do you think is the percent chance that your Social Security benefits will be more than $ per month?

%

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Question: I026_1 Show if: (I025_1 > 0)

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On the same scale, what do you think is the percent chance that your Social Security benefits will be more than $ per month?

%

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Question: I027

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Again, assume that any reform that may take place in Social Security would not affect your benefits. Now what about the chances that your Social Security benefits might be lower?: On a scale from 0 to 100, where 0 means no chance and 100 means you are absolutely certain, what do you think is the percent chance that your Social Security benefits will be less than $ per month?

%

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Question: I028 Show if: (I027 > 0)

Collection: I25_26_2 Contains: I025_2, I026_2 Show if: (PR_I_HIGHERFIRST ≠ 1)

Page Break

On the same scale, what do you think is the percent chance that your Social Security benefits will be less than $ per month?

%

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Question: I025_2

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Again, assume that any reform that may take place in Social Security would not affect your benefits. Now what about the chances that your Social Security benefits might be higher?: On a scale from 0 to 100, where 0 means no chance and 100 means you are absolutely certain, what do you think is the percent chance that your Social Security benefits will be more than $ per month?

%

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Question: I026_2 Show if: (I025_2 > 0)

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On the same scale, what do you think is the percent chance that your Social Security benefits will be more than $ per month?

%

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Collection: I029_I037 Contains: I029, I030, I031_COLL, I032_I033, I034_I037 Show if: (I019 > 0) and ((PR_I_GROUP = 2) or (PR_I_GROUP = 4))

Question: I029

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Assuming that any reform that may take place in Social Security would not affect your benefits, how much would you expect your monthly Social Security benefits to be in today's dollars if you were to start collecting Social Security benefits at ? Please answer in whole dollars

$

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Question: I030

Page Break

Scale Summary

Code Label Show-If

1 Yes, continue

2 No, I want to change it

This number is very important for the survey: Is this what you meant to enter?

nmlkj Yes, continue

nmlkj No, I want to change it

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Collection: I031_COLL Contains: I031 Show if: (I030 = 2:[No, I want to change it])

Question: I031

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How much do you expect your monthly Social Security benefits to be in today's dollars? Please answer in whole dollars

$

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Collection: I032_I033 Contains: Show if: (PR_I_GROUP = 2) and (CA_JAVASCRIPT_ON = 1)

Page Break

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Again, assume that any reform that may take place in Social Security would not affect your benefits By clicking on the + and - buttons under each bin or clicking on and dragging each ball into a bin, please put the 20 balls into the 7 bins so that it reflects what you think the chances are (out of 20) that your monthly Social Security benefits will fall into each bin if you were to start collecting at .

- + - + - + - + - + - + - +

$ $ $ $ $ $ $0

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Collection: I034_I037 Contains: I034_35_1, I036, I037, I034_35_2 Show if: (PR_I_GROUP = 4)

Collection: I034_35_1 Contains: I034, I035 Show if: (PR_I_GROUP = 4) and (PR_I_HIGHERFIRST = 1)

Question: I034

Page Break

Again, assume that any reform that may take place in Social Security would not affect your benefits. On a scale from 0 to 100, where 0 means no chance and 100 means you are absolutely certain, what do you think is the percent chance that your Social Security benefits will be more than $ per month if you were to start collecting at ?

%

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Question: I035 Show if: (I034 > 0)

Page Break

On the same scale, what do you think is the percent chance that your Social Security benefits will be more than $ per month if you were to start collecting at ?

%

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Question: I036

Page Break

Again, assume that any reform that may take place in Social Security would not affect your benefits. Now what about the chances that your Social Security benefits might be lower?: On a scale from 0 to 100, where 0 means no chance and 100 means you are absolutely certain, what do you think is the percent chance that your Social Security benefits will be less than $ per month if you were to start collecting at ?

%

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Question: I037 Show if: (I036 > 0)

Collection: I034_35_2 Contains: I034_2, I035_2 Show if: (PR_I_GROUP ≠ 4) and (PR_I_HIGHERFIRST ≠ 1)

Page Break

On the same scale, what do you think is the percent chance that your Social Security benefits will be less than $ per month if you were to start collecting at ?

%

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Question: I034_2

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Again, assume that any reform that may take place in Social Security would not affect your benefits. Now what about the chances that your Social Security benefits might be higher?: On a scale from 0 to 100, where 0 means no chance and 100 means you are absolutely certain, what do you think is the percent chance that your Social Security benefits will be more than $ per month if you were to start collecting at ?

%

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Question: I035_2 Show if: (I034_2 > 0)

Page Break

On the same scale, what do you think is the percent chance that your Social Security benefits will be more than $ per month if you were to start collecting at ?

%

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Collection: I038_I047 Contains: I038, I039, I040_I043, I044_COL, I045_I047_I019GT0 Show if: (F006_CURRCVSSI = 1:[Yes])

Question: I038

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You told us that you currently receive Social Security benefits. Which ones are you currently receiving: Please check all that apply

gfedc Social Security Retirement benefits

gfedc Social Security Spouse or divorced spouse benefits

gfedc Social Security disability insurance benefit (SSDI)

gfedc Social Security widow(er) benefit

gfedc Supplemental Security Income (SSI)

gfedc Other Social Security benefit not mentioned above

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Question: I039

Collection: I040_I043 Contains: I040, I041, I042, I043 Show if: (I038 is-any-of [Social Security Retirement benefits] or [Social Security Spouse or divorced spouse benefits])

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In what year did you file to claim your Social Security benefit?

Year

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Question: I040

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Scale Summary

Code Label Show-If

1 I filed earlier than I had expected

2 I filed about when I had expected

3 I filed later than I had expected

8 Don't know (Error!) or (I040 was-not-answered)

Was this about when you had planned or expected to file or was it earlier or later?

nmlkj I filed earlier than I had expected

nmlkj I filed about when I had expected

nmlkj I filed later than I had expected

nmlkj Don't know

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Question: I041 Show if: (I040 = 1:[I filed earlier than I had expected])

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What were the reasons you filed for Social Security benefits earlier than expected? Please check all that apply

gfedc Retired early because my health made it hard/impossible to work

gfedc Retired early because my job became too difficult or tiring

gfedc Retired early because I lost my job, it was hard to find another similar job

gfedc Retired early because I could afford to

gfedc Filed early because I needed access to additional income

gfedc Filed early to lock in benefits before they may be cut (due to reform)

gfedc Other

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Question: I042 Show if: (I040 = 3:[I filed later than I had expected])

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What were the reasons you filed for Social Security benefits later than expected? Please check all that apply

gfedc Retirement accounts lost value, had to work longer than expected

gfedc Home lost value, had to work longer than expected

gfedc Lost money in stock market (besides retirement accounts), had to work longer than expected

gfedc Other financial problems, had to worker longer than expected

gfedc Needed to work longer to keep health insurance

gfedc Health better than expected, able to work longer

gfedc Good job, wanted to work longer

gfedc Filed later to get higher Social Security benefit

gfedc Other

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Question: I043 Show if: (I040 = 2:[I filed about when I had expected])

Collection: I044_COL Contains: I044 Show if: (I019 > 0)

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What were the reasons you filed for Social Security at that time? Please check all that apply

gfedc Reached Social Security retirement age

gfedc Became eligible for pension benefits at my job

gfedc Could afford to retire

gfedc Health made it hard/impossible to work

gfedc Job became too difficult/tiring

gfedc Needed access to Social Security income

gfedc Lock in benefits before they may be cut (due to reform)

gfedc Other

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Question: I044

Collection: I045_I047_I019GT0 Contains: Show if: (I019 > 0) and (CA_JAVASCRIPT_ON = 1)

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How much do you expect your monthly Social Security benefits to be 10 years from now in today's dollars? Please answer in whole dollars

$

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Some people are uncertain about their future Social Security benefits. In the next question, we ask you to think about what your monthly benefits 10 years from now might be. We will show you 20 balls that you can put in seven different bins, reflecting what you think are the chances out of 20 that your future Social Security benefits fall in each bin. The more likely you think it is that your benefits fall in a given bin, the more balls you should assign to this bin. For example, if you put all the balls in the bin $700 - $1050, it means you are certain that the amount you will receive is between $700 and $1050. Another example is illustrated on the next screen.

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In this example, there are no balls in the ranges below $700 or above $1400, so it is certain that benefits will not be lower than $700 or higher than $1400. 12 out of 20 balls are in the bin $700 - $1050 meaning that the chance that benefits are between $700 and $1050 is 12 out of 20 (60 percent). There is a smaller chance, 8 out of 20 (40 percent), that benefits are between $1050 and $1400. Of course this is just an example to illustrate; the chances you have in mind may be completely different. Now it's your turn!

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By clicking on the + and - buttons under each bin or clicking on and dragging each ball into a bin, please put the 20 balls into the 7 bins so that it reflects what you think the chances are (out of 20) that your monthly Social Security benefits will fall into each bin.

- + - + - + - + - + - + - +

$ $ $ $ $ $ $0

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Collection: SEC_J Contains: RATINGSCOLLECTION, CHOICECOLLECTION, J046_JOBSATISFACTION_R, J047_JOBSATISFACTION_SP, J052_J053, J054_J055 Show if: ((MAIN_TEST_SCREEN is-any-of [ALL] or [Section J - Joint Retirement Preferences]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])) and (A008_MARITALSTATUS is-any-of 1:[Married] or 2:[Living with a partner as if married]) and (A011_RHRSWRKPERWK > 0) and (CA_RS_AGE <= 64) and (DA >= -10) and (DA <= 10) and (A013_SPHRSWRKPERWK > 0) and (PR_SPDOB_YEAR > 0)

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We are interested in how couples make their retirement decisions. In particular, we want to know if and how partners take account of each others' preferences when making retirement decisions.

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The next questions describe possible ways in which you and your partner can retire. We call them retirement scenarios. The retirement scenarios are indicated on a timeline, where different situations are indicated together with your age and your partner's age. To illustrate, let's assume for the moment that your partner is two years younger than you, and you both have full-time jobs of 40 hours per week. Suppose that, when you are 62 years old (and your partner is 60 years old), you and your partner still work the same number of hours per week as now, in similar positions. Also suppose that your and your partner's employers fully cooperate with all the scenarios described. Let us consider how this example would work. First "your own" retirement path is presented, indicated by the time line below. The pink box indicates you are still at work. The yellow box means that you have reduced your hours and work less than you currently do (gradual retirement). The blue box indicates that you have stopped working and are fully retired. As you see, you work your current (40) hours per week until age 65. Then you work 24 hours per week until age 68, but since you get a partial pension in addition to part-time earnings, your net income remains the same as before age 65. At age 68 you retire completely and your net pension income becomes 75% of your net income before age 65. Example:

The next screen in the example reproduces your time line and adds the time line for your partner.

When you are between 62 and 65

When you are between 65 and 68

When you are 68 or older

You work current hoursYou work 24 hours per week; your net income is the same as before

age 65

You are retired and get a pension corresponding to 75% of your last

earnings

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In this case, "your partner" has no gradual retirement and retires completely when you turn 65, that is, when he or she is 63. Your partner's pension income is 75% of his or her last net earnings. Example:

In the questions that follow, we will show you six different retirement scenarios. The scenarios are presented in two steps: first your own time line is given, then, on the next screen, your partner's time line is added. We take account of the actual age difference between you and your partner and of the actual hours that you and your partner are currently working. We will ask you to judge each scenario twice -- first on the basis of your own preference and then on what you think your partner's preference would be.

When you are between 62 and 65

When you are between 65 and 68

When you are 68 or older

You work current hoursYou work 24 hours per week; your net income is the same as before

age 65

You are retired and get a pension corresponding to 75% of your last

earnings

When your partner is between 60 and 63

When your partner is between 63 and 66

When your partner is 66 or older

Your partner works current hoursYour partner retires and gets a

pension corresponding to 75% of his/her last earnings

Your partner is retired and gets a pension corresponding to 75% of

his/her last earnings

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Collection: RATINGSCOLLECTION Contains: J003_RATING_YOU, J004_RATING_SPOUSE, J007_RATING_YOU, J008_RATING_SPOUSE, J011_RATING_YOU, J012_RATING_SPOUSE, J015_RATING_YOU, J016_RATING_SPOUSE, J019_RATING_YOU, J020_RATING_SPOUSE

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We now present retirement scenario 1. Your own retirement time line:

On the next screen we add your partner's time line.

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Question Block: J003_RATING_YOU Contains: J003_RATING1_YOU

Question Block: J004_RATING_SPOUSE Contains: J004_RATING1_SP

Page Break

How would you and your partner rate the following retirement scenario?

Scale Summary

Code Label Show-If

1 Very unattractive 1

2 2

3 3

4 4

5 5

6 6

7 7

8 8

9 9

10 Very attractive 10

Very unattractive

1 2 3 4 5 6 7 8 9

Very attractive 10

From your point of view

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

Scale Summary

Code Label Show-If

1 Very unattractive 1

2 2

3 3

4 4

5 5

6 6

7 7

8 8

9 9

10 Very attractive 10

Very unattractive

1 2 3 4 5 6 7 8 9

Very attractive 10

From your partner's point of view

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Page Break

We now present retirement scenario 2. Your own retirement time line:

On the next screen we add your partner's time line.

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Question Block: J007_RATING_YOU Contains: J007_RATING2_YOU

Question Block: J008_RATING_SPOUSE Contains: J008_RATING2_SP

Page Break

How would you and your partner rate the following retirement scenario?

Scale Summary

Code Label Show-If

1 Very unattractive 1

2 2

3 3

4 4

5 5

6 6

7 7

8 8

9 9

10 Very attractive 10

Very unattractive

1 2 3 4 5 6 7 8 9

Very attractive 10

From your point of view

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

Scale Summary

Code Label Show-If

1 Very unattractive 1

2 2

3 3

4 4

5 5

6 6

7 7

8 8

9 9

10 Very attractive 10

Very unattractive

1 2 3 4 5 6 7 8 9

Very attractive 10

From your partner's point of view

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Page Break

We now present retirement scenario 3. Your own retirement time line:

On the next screen we add your partner's time line.

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Question Block: J011_RATING_YOU Contains: J011_RATING3_YOU

Question Block: J012_RATING_SPOUSE Contains: J012_RATING3_SP

Page Break

How would you and your partner rate the following retirement scenario?

Scale Summary

Code Label Show-If

1 Very unattractive 1

2 2

3 3

4 4

5 5

6 6

7 7

8 8

9 9

10 Very attractive 10

Very unattractive

1 2 3 4 5 6 7 8 9

Very attractive 10

From your point of view

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

Scale Summary

Code Label Show-If

1 Very unattractive 1

2 2

3 3

4 4

5 5

6 6

7 7

8 8

9 9

10 Very attractive 10

Very unattractive

1 2 3 4 5 6 7 8 9

Very attractive 10

From your partner's point of view

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Page Break

We now present retirement scenario 4. Your own retirement time line:

On the next screen we add your partner's time line.

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Question Block: J015_RATING_YOU Contains: J015_RATING4_YOU

Question Block: J016_RATING_SPOUSE Contains: J016_RATING4_SP

Page Break

How would you and your partner rate the following retirement scenario?

Scale Summary

Code Label Show-If

1 Very unattractive 1

2 2

3 3

4 4

5 5

6 6

7 7

8 8

9 9

10 Very attractive 10

Very unattractive

1 2 3 4 5 6 7 8 9

Very attractive 10

From your point of view

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

Scale Summary

Code Label Show-If

1 Very unattractive 1

2 2

3 3

4 4

5 5

6 6

7 7

8 8

9 9

10 Very attractive 10

Very unattractive

1 2 3 4 5 6 7 8 9

Very attractive 10

From your partner's point of view

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Page Break

We now present retirement scenario 5. Your own retirement time line:

On the next screen we add your partner's time line.

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Question Block: J019_RATING_YOU Contains: J019_RATING5_YOU

Question Block: J020_RATING_SPOUSE Contains: J020_RATING5_SP

Page Break

How would you and your partner rate the following retirement scenario?

Scale Summary

Code Label Show-If

1 Very unattractive 1

2 2

3 3

4 4

5 5

6 6

7 7

8 8

9 9

10 Very attractive 10

Very unattractive

1 2 3 4 5 6 7 8 9

Very attractive 10

From your point of view

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

Scale Summary

Code Label Show-If

1 Very unattractive 1

2 2

3 3

4 4

5 5

6 6

7 7

8 8

9 9

10 Very attractive 10

Very unattractive

1 2 3 4 5 6 7 8 9

Very attractive 10

From your partner's point of view

nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj nmlkj

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Page Break

The next questions are also retirement scenarios, but now we ask you to choose between two different scenarios, named A and B. For each of these scenarios we will ask you three questions: We ask you to choose if it were up to you; what you think your partner would choose if it were up to him/her; and what would be the most likely outcome if you had to decide jointly with your partner.

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Collection: CHOICECOLLECTION Contains: J028_CHOICE1_YOU, J029_CHOICE1_SP, J030_CHOICE1_JOINT, J038_CHOICE3_YOU, J039_CHOICE3_SP, J040_CHOICE3_JOINT, J043_CHOICE4_YOU, J044_CHOICE4_SP, J045_CHOICE4_JOINT

Question Block: J028_CHOICE1_YOU Contains: J028_RATING_CHOICE1_YOU

Question Block: J029_CHOICE1_SP Contains: J029_RATING_CHOICE1_SP

Question Block: J030_CHOICE1_JOINT Contains: J030_RATING_CHOICE1_JOINT

Page Break

Scenario A:

Scenario B:

Scale Summary

Code Label Show-If

1 A

2 B

A B

Considering your own preferences and not those of your partner, which would you prefer? nmlkj nmlkj

Scale Summary

Code Label Show-If

1 A

2 B

A B

Considering your partner's preferences and not those of yourself, which do you think your partner would prefer? nmlkj nmlkj

Scale Summary

Code Label Show-If

1 A

2 B

A B

If, as a couple, you had to decide jointly on choosing between these scenarios, what would be the most likely outcome? nmlkj nmlkj

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Question Block: J038_CHOICE3_YOU Contains: J038_RATING_CHOICE3_YOU

Question Block: J039_CHOICE3_SP Contains: J039_RATING_CHOICE3_SP

Question Block: J040_CHOICE3_JOINT Contains: J040_RATING_CHOICE3_JOINT

Page Break

Scenario A:

Scenario B:

Scale Summary

Code Label Show-If

1 A

2 B

A B

Considering your own preferences and not those of your partner, which would you prefer? nmlkj nmlkj

Scale Summary

Code Label Show-If

1 A

2 B

A B

Considering your partner's preferences and not those of yourself, which do you think your partner would prefer? nmlkj nmlkj

Scale Summary

Code Label Show-If

1 A

2 B

A B

If, as a couple, you had to decide jointly on choosing between these scenarios, what would be the most likely outcome? nmlkj nmlkj

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Question Block: J043_CHOICE4_YOU Contains: J043_RATING_CHOICE4_YOU

Question Block: J044_CHOICE4_SP Contains: J044_RATING_CHOICE4_SP

Question Block: J045_CHOICE4_JOINT Contains: J045_RATING_CHOICE4_JOINT

Page Break

Scenario A:

Scenario B:

Scale Summary

Code Label Show-If

1 A

2 B

A B

Considering your own preferences and not those of your partner, which would you prefer? nmlkj nmlkj

Scale Summary

Code Label Show-If

1 A

2 B

A B

Considering your partner's preferences and not those of yourself, which do you think your partner would prefer? nmlkj nmlkj

Scale Summary

Code Label Show-If

1 A

2 B

A B

If, as a couple, you had to decide jointly on choosing between these scenarios, what would be the most likely outcome? nmlkj nmlkj

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Question: J046_JOBSATISFACTION_R Show if: (A011_RHRSWRKPERWK > 0)

Page Break

Scale Summary

Code Label Show-If

1 Very satisfied

2 Somewhat satisfied

3 Evenly satisfied and dissatisfied

4 Somewhat dissatisfied

5 Very dissatisfied

Next are a few questions about work and health. How satisfied are you with your current job?

nmlkj Very satisfied

nmlkj Somewhat satisfied

nmlkj Evenly satisfied and dissatisfied

nmlkj Somewhat dissatisfied

nmlkj Very dissatisfied

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Question: J047_JOBSATISFACTION_SP Show if: (A013_SPHRSWRKPERWK > 0)

Page Break

Scale Summary

Code Label Show-If

1 Very satisfied

2 Somewhat satisfied

3 Evenly satisfied and dissatisfied

4 Somewhat dissatisfied

5 Very dissatisfied

How satisfied would you say your partner is with his/her current job?

nmlkj Very satisfied

nmlkj Somewhat satisfied

nmlkj Evenly satisfied and dissatisfied

nmlkj Somewhat dissatisfied

nmlkj Very dissatisfied

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Collection: J052_J053 Contains: J052_ Show if: (A011_RHRSWRKPERWK > 0)

Question: J052_

Page Break

(On a scale from 0 to 100, where "0" means that you think there is "absolutely no chance", and "100" means that you think it is "absolutely certain to happen"...) What about the chances that your health will limit your work activity after you reach age 65? 0 Absolutely no chance 100 Absolutely certain

% Chance

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Collection: J054_J055 Contains: J054_ Show if: (A013_SPHRSWRKPERWK > 0)

Question: J054_ Show if: (CA_SP_AGE < 65)

Page Break

(On a scale from 0 to 100, where "0" means that you think there is "absolutely no chance", and "100" means that you think it is "absolutely certain to happen"...) What about the chances that your partner's health will limit his/her work activity after reaching age 65? 0 Absolutely no chance 100 Absolutely certain

% Chance

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Collection: SEC_K Contains: K001_USUALHTHPROV, K002_YNOUSUALHTHPROV, K003_DELAYMEDCARE, K004_WHODELAYMEDCARE, K005_NOMEDCARE, K006_WHONOMEDCARE, K007_SATISFWHLTHCARE Show if: (MAIN_TEST_SCREEN is-any-of [ALL] or [Section K - Health Insurance and Health Care]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])

Page Break

The next few questions are about the use of health care.

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Question: K001_USUALHTHPROV

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

3 More than one place

Is there a particular doctor’s office, clinic, health center, or other place that you go to if you are sick or need advice about your health?

nmlkj Yes

nmlkj No

nmlkj More than one place

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Question: K002_YNOUSUALHTHPROV Show if: (K001_USUALHTHPROV = 5:[No])

Page Break

What is the main reason you do not have a usual source of health care? Please select all that apply

gfedc Seldom or never get sick

gfedc Recently moved into area

gfedc Don’t know where to go for care

gfedc Usual source of medical care in this area is no longer available

gfedc Can’t find a provider who speaks my language

gfedc Like to go to different places for different health needs

gfedc Just changed insurance plans

gfedc Don’t use doctors/treat myself

gfedc Cost of medical care too high

gfedc No health insurance

gfedc Other reason (Please specify)

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Question: K003_DELAYMEDCARE

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

During the past 12 months, have you or anyone in your family delayed seeking medical care because of worry about the cost? (Do not include dental care.)

nmlkj Yes

nmlkj No

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Question: K004_WHODELAYMEDCARE Show if: (K003_DELAYMEDCARE = 1:[Yes])

Page Break

For which family member(s) was medical care delayed? Please select all that apply

gfedc Self

gfedc Spouse or partner

gfedc Child

gfedc Other family member

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Question: K005_NOMEDCARE

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

During the past 12 months, was there any time when you or anyone in your family needed medical care, but did not get it because you couldn't afford it?

nmlkj Yes

nmlkj No

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Question: K006_WHONOMEDCARE Show if: (K005_NOMEDCARE = 1:[Yes])

Page Break

Who didn't get needed care?

gfedc Self

gfedc Spouse or partner

gfedc Child

gfedc Other family member

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Question: K007_SATISFWHLTHCARE

Page Break

Scale Summary

Code Label Show-If

1 Very satisfied

3 Somewhat satisfied

5 Not satisfied at all

Thinking about the quality, cost, and convenience of your health care, altogether would you say that you are very satisfied, somewhat satisfied, or not satisfied at all with your health care?

nmlkj Very satisfied

nmlkj Somewhat satisfied

nmlkj Not satisfied at all

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Collection: SEC_L Contains: L001_CURRENTPETS, L002_EVERPETS, L003-L007PETSQUESTIONS Show if: (MAIN_TEST_SCREEN is-any-of [ALL] or [Section L - Pets]) or (MAIN_TEST_SCREEN is-none-of [ALL] or [Section A - Demographics] or [Section B - Health] or [Section C - Well-being] or [Section D - Cognition] or [Section E - Reading Difficulty] or [Section F - Asset/Income Value Items] or [Section G - Module 1: Asset Reconciliation] or [Section H - Module 2: Household Spending and Reconciliation] or [Section I - Changes in Social Security Expectations] or [Section J - Joint Retirement Preferences] or [Section K - Health Insurance and Health Care] or [Section L - Pets])

Page Break

Pets can be an important source of social and emotional support for individuals and families. The last few questions ask about pets.

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Question: L001_CURRENTPETS

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

8 Don't know (Error!) or (L001_CURRENTPETS is-any-of 8:[Don't know])

Do you currently have any pets?

nmlkj Yes

nmlkj No

nmlkj Don't know

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Question: L002_EVERPETS Show if: (L001_CURRENTPETS ≠ 1:[Yes])

Page Break

Scale Summary

Code Label Show-If

1 Yes

5 No

Have you ever had any pets?

nmlkj Yes

nmlkj No

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Collection: L003-L007PETSQUESTIONS Contains: L003_WHATTYPE, L004_REASONPET, L005_PETNEED, L006_WALKPET, L007_PETTRAIT Show if: (L001_CURRENTPETS = 1:[Yes]) or (L002_EVERPETS = 1:[Yes])

Question: L003_WHATTYPE

Page Break

What type of pet(s) you have? Please select all that apply.

gfedc Dog

gfedc Cat

gfedc Bird

gfedc Reptile

gfedc Rabbit

gfedc Ferret

gfedc Pocket pet (gerbil, hamster, guinea pig, etc.)

gfedc Other (specify)

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Question: L004_REASONPET Show if: (L001_CURRENTPETS = 1:[Yes])

Page Break

What was the major reason for getting your pet? If you have more than one pet, please answer with regard to the one you are closest to. Please select all that apply.

gfedc Security/protection

gfedc Companionship

gfedc Exercise

gfedc Child's playmate

gfedc Profit or breeding

gfedc Show or competition

gfedc Other (specify)

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Question: L005_PETNEED Show if: (L001_CURRENTPETS = 1:[Yes])

Page Break

Who typically takes care of your pet’s needs (e.g., feeding, exercise, playing, cleaning up after, etc.)? Please select all that apply.

gfedc You

gfedc Your spouse or partner

gfedc Other family member

gfedc Other

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Question: L006_WALKPET Show if: (L001_CURRENTPETS = 1:[Yes]) and (L003_WHATTYPE is-any-of [Dog])

Page Break

Scale Summary

Code Label Show-If

1 0

2 1-15

3 16-30

4 31-60

5 More than 60 minutes

How many minutes per day do you, yourself, spend walking your dog(s)?

nmlkj 0

nmlkj 1-15

nmlkj 16-30

nmlkj 31-60

nmlkj More than 60 minutes

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Question: L007_PETTRAIT

Page Break

What your pet's most endearing trait? If you more than one pet, please answer with regard to the one you closest to. Please select all that apply.

gfedc Appearance

gfedc Affection

gfedc Unusual habits

gfedc Sound (bark, meow, song, etc.)

gfedc Other (specify)

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This is a testing screen displaying variable names that you chose not to answer (RF):

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This is a testing screen displaying the audit trail: CLIENTSIDEPARADATA

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Question: RESPONDENT_COMMENTS

Congratulations! You have completed the survey. We are interested in your feedback about the survey. Please feel free to enter your comments below.

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