Survey of Income and Program Participation (SIPP)

1990 Panel Wave 4 Topical Module Mlcrodata File

TECHNICAL DOCUMENT~~IOI~

SURVEY OF INCOME AND PROGRAM PARTICIPATION (SIPP)

1990 PANEL

WAVE 4 TOPICAL MODULE MICRODATA FILE

Technical Documentation

Washington, D.C.

1992

U.S. DEPARTMENT OF COMMERCE

Barbara Hackman Franklin, Secretary

Rockwell A Schnabel. Deputy Secretary

Economic and Sbtistics Adminbtration

Mark W. Pbnt. Acling Under Secretary for Economic Affairs and Administrator

Bureau Of The Census Berban Everin Bryant. Director

I

BUREAU OF THE CENSUS

Barbara Everttt Bryant, Director C. L Kincannon, Deputy Director

John J. Connolly, Acting Assistant Director for Communications

DATA USER SERVICES DIVISION

Marshall L Turner, Jr., Chief Marie G. Arganaa. Assistant Chief

for user SeNices

ACKNOWLEDGMENTS

This technical documentation was prepared within the Data Access and Use Staff, under the direction of Deborah Banett, C&f. and Patricii Fuellhart. Chiif of its Technical Information Sectii. Genny Bums was coordinator for thii file. Clerical support was provided by Virglnk Cdlins and Barbara Shugatt Connie Bauer of the Demographic Surveys Division provided the unformated data dictionary file.

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The file should be dted as fdlows:

Survey d Income and Program Participation (SIPP) 1990 Panel, Wave 4 Topical Module Micnxfata File (machine-readable data fde] / prepared by the Bureau of the Census. -Washington: The Bureau (producer and distributor], 1992.

The technical documentation should lx CM as fdlows:

Survey of Income and Program Participation (SIPP) 1990 Panel, Wave 4 Topical Module Microdata File Technical Documentation / prepared by the Data User Services Diision. Bureau of the Census. -Washington: The Bureau, 1992.

For additional lnhnmation concerning the file. contact Data User Services Division, Customer Services (Order Desk), Bureau d the Census, Washington, DC. 20233. Phone: (301) 7634100.

For additional information concerning the technlcal documentation, contact Data User SetvIces DMsion, Data Access and Use Staff. Bureau of the Census. Washington, D.C. 20233. Phone: (301) 763-X174.

For additional Information concerning the questionnaire content, contact Enrique Lamas (7634578) In Housing and Househdd Erxnorn Its Statistics DMsion, Bureau of the Census, Washington, D.C. 202%

UPDATE INFORhtATlON

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Data User Servlces Division Data Access and Use Staff Bureau of the Census Washington, D.C. 20233

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TABLE OF CONTENTS

SURVEY OF INCOME AND PROGRAM PARTICIPATION (SIPP) 1990 PANEL

WAVE 4 TOPICAL MODULE MICRODATA FILE

Abstract . . . . . .._........................................................................................................................................................... l-l

File lnfomtation ....................................................................................................................................................... 2-l

Gbsary of Selected Terms ................................................................................................................................... 3-l

Index to Topical Module File .................................................................................................................................. 4-l

Variable Listing to Topical Morlde File.. ................................................................................................................ 5-l

How to Use the Data Diiionary ............................................................................................................................ 6-l

SIPP Topical Module Data Dictionary.. ................................................................................................................ .7-l

Source and Accuracy Statement.. ......................................................................................................................... 8-l

AppendiceS

A Code Lists

A-l income Source Code List ............................................................................................................ Al-l A-2 income Sources Induced in Monthly Cash Income ................................................................... A2-1 A-3 Sources of Means-Tested Benefcs Covered in SIPP.. ................................................................ A3-1 A4 1980 Census of Population Occupation Classification System ................................................. A4-1 A-5 1980 Census ol Population Industry Classification System ....................................................... A51

B. Facsimiles

B-l Control Card.. ................................................................................................................................ Bl-1 B-2 Topical Module Questionnaire ...................................................................................................... 82-l

C. Working Papers. ....................................................................................................................................... Cl

D. Machine-Readable Data Dictionary Layout ............................................................................................. D-l

E. User Notes ................................................................................................................................................ E-l

ABSTRACT

Survey of Income and Program Pafticlpation (SIPP) 1990 Panel, Wave 4 Topical Module Microdata File [machine-readable data file] / conduc&d by the U.S. Bureau of the Census. -Washington: The Bureau [producer and distributor], 1992.

Type of File:

Mkmdata; unit of observation is an lndhridual.

Univeree Description:

The universe Is the resident population of the United States, but excluding persons living In instWons and miliiry barracks.

Subject-Matter Description:

The file contains data primarily from the topical module portion of the questionnaire. However, for purposes of matching persons to the core file, which was released separately, the beginning of the file contains Identifying information as well as some basic demographic and social characteristics that are also contained in the core fde. The ldentlfylng Information Includes sample unit. household address, and entry address kfentlflcation. Demographic and social characteristics include age, sex. race (White: Slack; American Indian, Eskimo, and Aleut; Asiin or Pacific Islander; and Other). ethnic origin (23 categories including 7 Spanish origin categories), marital status, and education. Data in this topical module file include assets and liabilities, retirement expectations and pension plan coverage, and real estate property and vehicles.

The sample consists of 4 rotation groups, each interviewed in a dierent month from February to May 1991. For each group the reference period for reporting labor force activity and income is the four calendar months preceding the interview month.

SIPP is a longitudinal survey where each sampled household and each descendent househdd is reinterviewed at 4-month intervals for 6 interviews or “waves.” This file contains the results of the fourth interview. Unique codes are induded on each record to allow linking together the same persons from the preceding and subsequent waves.

Geographic Coverage:

United States. Codes are included for 41 individual States and the District of Columbia. although the sample was not designed to produce State estimates. Areas in the SIPP sample In nine other States are identified in three groups for confidentiality reasons. The fle identifies a subsample of metropolitan residents, along with codes for selected metropditan statistical areas (MSA’s) and consdidated metropolitan statistical areas (CMSA’S)

Technical Description:

File Structure: Rectangular. Each logical record for a sampled person includes information on the househdd and family of which the person was a part during each month of the reference period, as well as characteristics of the person.

File S&e: 59,435 logical records; 1,132 character logical record length.

File Sort Sequence of Sample Units: Sampling unit identification number by entry address ID and person number within sampling unit.

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Reference Haterfals:

Survey of lncoma and Program Participation (SIPP) 1990 Panel, Wave 4 Tcpical Module Micrcdata File Technical Documenteffon. The documentation indudes this abstract, the data dictknary. an index to the data dictionary, relevant code lists, a questionnaire facsimife. and generai Information relative to SIPP. One copy d the technkai documentation accompanies each fife order but also may be purchased separately for $25 from Data User Services Division, Customer Servkes. Bureau of the Census,Washkgton. D.C. 20233.

IntervIewera’ Manual (1985). Survey of Income and Program Partkipation. U.S. Department d Commerce, Bureau of the Census. The manual is avaiiabie for $10 from Data User Services Division. Customer Services. Bureau d the Census, Washington. D.C. 20233.

Survey of income and Program Participation Users’ Guide. The Users’ Guide contains a generai we&w of the file as well as chapters on survey design and content, structure and use of cross-sectional files. linking waves and reiiabiiity of the data. A single copy accompanies each technical documentation or tape order. Additional copies are avaiiable for $15 each from Customer Services, Data User Services Division. Bureau of the Census, Washington, D.C. 23233.

Related P&ted Reports:

Related printed reports include working papers, compilations of papers presented at annual meetings of the American Statistical Association, articles appearing in the Journal of Economic and Social Measurement, and reports in the P-70 series of the Current Population Reports. See the Users’ Guide that accompanies the documentation for ordering information.

Related Machine-Readable Data Files:

SIPP fifes from all Waves of the 1984 through 1933 Panels as well as Waves 1 through 5 (core only except Waves 2 and 3 topkal module) of the 1990 Panel and 1991 Waves 1 and 2.

File Avafiabiiff:

The price d this file is $175. at either 6250 or 1600 bpi; ASCII or EBCDIC, labeled or unlabeled. The ffies are also available on tape cartridges (IBM 3480 compatible) for the same price. A machine-readable dictknary Is contained at the end of the fiie. This dictionary is also availaMe separately on one tape reel for $175. When ordering. please use the order form on the fdlowing page.

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FILE INFORMATION

Pereon Month File

The use of the SIPP public use data over the past four years has taugM us a number of lessons. Foremost fn those lessons Is that the refatfonal Be structure is too complex for nearty all users. A dose second fs tftat the rectangular ffle, developed to sfmpfffy the retational file, fs stll too complicated for most users. We have also learned a number of ways to aid users in getting through the complexity of the rectangular Be and have distributed those wherever possible. But the root of this lesson Is that a public use file that fs simpler than the current rectangular fife fs needed.

Thii solution does not provkfe a sirnpfer ffle structure. In fact ths person-month Be structure is more complex than the rectangular person level fife. What this solution provfdes fs simpkfii and consfstency to the content of the SIPP files. That slmpffffftion fs achieved by codfng everything to the monthly level.

The most confusing aspect of the SIPP data for most users is time. Data in SIPP are coflected for partlctiar weeks, all weeks, months, two or more months, and all months In the reference pedod. Dfsaggregatlng data collected for several months and aggregating data collected below the monthly level provide a variety of sources of confusion and error. The person-month structure puts all data at the month level with the appropriate aggregation or disaggregation.

The person-month structure is a natural unk because the basfc building block of SIPP data fs the month. All income, with the exception of a few asset income amounts, are collected at the monthfy level and all household and family refationships are defined on a month-by-month basii. In collecting the data we have chosen to kfentify all changes except labor force changes as occurring between months. Data on hbor force participation is given at both the weekty and monthly level. Changes in age and marital status occur from month-to-month. Income is recorded and recoded in monthly amounts. Data on participation in means-tested transfer programs is recorded on a monthly basis. You are considered a participant for a month, not on a week-by-week basis.

When analysts look at the SIPP data they see a hrge array of monthly and non-monthly data. Their problem then is to disaggregate the non-monthly data down to the month. In some cases this has been done for them. Households and families and their characteristics are defined on a monthly basis. But for most analysis there is conskferable information that is carried only once per Interview. or once for every four months, that must be disaggregated to the months. The person-month structure solves this problem by carrying all data at the monthly level. This requires a simple and straight forward assumption that the non-monthly data collected in the interview is the best proxy for the months covered by that Interview.

A second source of confusion in the SIPP data is the vdume of data combined with the presence of duplicated data. When the SIPP data were first released the Census Bureau chose to include all data, both collected and recoded, on the public use files. For those with experience with the survey, this was a valuable service. Edit routines could bs checked by comparing the edited and unedited variables. Recodes could be checked by looking at the source codes used to develop these recodes. Universes could bs determined by following through the skip patterns in the survey.

For most users this abundance of data results in confusion. It is difficult to understand why there are eigM variables labeled sex in the fJe or why there are several varisbles that identify whether or not the person is a parent or guardian. Most users are expecting only one variable for each concept, not two or more.

Goals of the Redesign

This redesign effort ls aimed at sofving the problems of time and duplication on the SIPP public use data Mes. Time is simplified by carrying all variables on the monthly records. Data duplication is slmplifii by eliminating most if not all of the variables carried more than once per month. The third goal of this redesign is to reduce the total number of variables necessary and to Impose a simple logical structure to the record iayout. This paper will describe the record layout for a single month of data.

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EwPlmwAvE4 ToPloAi Yoouu

In order to effminate duplfcate data, the general prfnc@s fdfowed here k to &nfnate all unedited vartables that also exist in edited fwm. Au source codes that are carried In recoded or edited tkids are also elimfnsted.

In order to reduce the number of varhbles on SIPP ffles. several variables have been eflminated. Ali check kerns have been eliminated. They carry fnforrnatfon that Ls from other parts of ths questionnaire or contrd card and are not edited. Creating persorrmonth records also reduces the number d variables by a factor of four. A single record hyout descrtbes all of the vartabfes avaUabte for a single month. That record Is then repeated for each month. The current SIPP fffes ccntafn afl four months d data on a sfngle record.

Deffnirtg the Monthly Record

There are certain structural elements d the current record fayorrt that are rrsefu to maintain In ths personmonth record. Mu&u&l and family characterlstks and aggregates are dfffkult to create regardless d how U-m fffe Is structured, and there ls Utde r88son for each user to fndependentfy dertve these aggregates. Thus the beginning d each monthly record shows the household, family, and subfamiiy characteristks created by the Census Bureau. Fdlowing those are person chsracteristks.

There are three basic kinds d person characteristics collected In the SIPP data: 1) demographic characterfstks such as age, marital status, and education; 2) hbor force and recipiency characteristics collected in section 1 of the quest-e; and 3) job and income characteristics collected in s&ions 2 and 3 of the questionnaire.

The first set of person characteristics at the monthly level are the standard age, sex. race, and education variables. In addiiion. this section shows critical status characteristics like interview status and reason for exit are carried. The demographic characteristics are fdlowed by a series of labor force participation hems which describe the weekly bbor force data that go into the monthly employment status recode (ESR). The ESR variable defines monthly labor force participation In eight categories. WeeMy bbor force data are recoded into a similar employment status variable. This section also carries a set of income recodes for total income, earnings. property income, means-tested cash transfers, and other incoms.

Data on jobs held fdlow the labor force participation data, and some editing ls needed to adequately present these data. Currentiy SIPP carries space for two wage and salary jobs and two s&f-employment jobs for each individual. This is done because it Is possible for a person to have more than one job during the four month period. For example. anyone who changes employer during the reference period is considered to have two jobs during the four months. It is also possible for a person to hold two jobs simultaneously (dual job hdders). The diffiiulty that arises from this is that there is no simple way to distinguish job 1 from job 2. For some respondents It represents a change in employer and job 1 covers the first two months of the reference perkxl and job 2 ths fast two months. For others, both jobs are held simultaneously. For still others, the two jobs are held simuttaneously for a brief period d transition from one to the other. Each interviewer is instructed about which job to list as job 1 and job 2; however, no edft Is perfomxd to make sure those rules are fdlowed. In addition, the Instructions give the interviewer a choice of listing first the job lasting the longest or the job earning the most money.

These same situations can occur in any given month, although the chances for confusion are somewhat less. In this file, data for job 1 and job 2 will be presented for dual job hdders. In all other cases the job for which the person earned the most money during the 4 month period will be listed as job 1 and job 2 will be the job for which the person earned ths second largest amount of money during the monthly periods. There will also be a new recode created indicating whether this person has job information for 0.1, or 2 jobs this month. Thii same procedure will be used for persons with more than one reported self-employment job in a given month. Earnings for each job are presented separately.

Data on each d the 35 sources d other income collected in SIPP fdlow the data on selfemployment. This section contains a single Wd for each income source, and imputation Rags that show that an amount was imputed.

The last section of the monthly record contains information on asset Income. Asset Income is cdlected as a single amount for the four month period, and In most cases for a set of income sources. Asset income also is collected for both joint and lndiviiual recipiency. For example, a single amount is collected for individual fnterest incornt? received during the four month reference period. That amount includes interest from regular

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savings accounts (ISSlW). money market deposft accounts (ISSlOl), cemfkates d deposft (fSS102). and Interest from NOW or super NOW accounts (lSS103). A second amount is recorded for one member d the household on interest from those sources where the account was owned jointly wfth another aduft member d

thehwsehdd.

Theassetkwxwneoectioncontainsamonthlyvaluefoceachdtheamwnts cdlected in the que&smaire. The reference period amount fs dMded by four to get the monthly amount In addthon, joint kmxme fs splft evenly between husband at-d wife. Thfs section also carries an Mfcator for each source of income. If an IndMdual has Interest from both a regular savings account and a NOW account, both will be Micated. Of oourse, there is no way to allocate the fncrnne to these sources separately since separate fnformabon was not cdlected to begin with.

Geographic Coverage

State codes are shown except for nine States whiih are Identified In three groups. A subsample of metropofitan residents is fdentifii along with codes for selected metropditan statistical areas (MSA’s) and consdidated metropolitan statfstkal areas (CMSA’s). The sample was not derlgned to produce State cr MSA/CMSA level estimates. State codes are primarily useful in relating a respondent’s recipiency of benefii to threshdds which may vary from State to State. MSA/CMSA codes may be used in relating respondent characteristics wfth contextual variables.

Identification Number System

The SIPP fdentification scheme is designed to uniquely identify indiviuals in each wave, provide a means of linking the same indiviiuals over time, and group indiviiuals into households and families over time.

The various components of the identification scheme are listed below:

Sample Unit Identification Number Address ID Entry Address ID Person Number

The sample unit Mentffrcation number was created by scrambling together the PSU. segment, and serial numbers used for Census Bureau administrative purposes. Thii identifier is constructed the same way on each wave regardless of moves, to enable matching from wave to wave.

The two-digit address ID code Identifies each househdd associated with the same sample unt identification number. The first digit of the address ID code indicates the wave in which that address was first assigned for interview. The second digit sequentially numbers multiple households that have the same serial number. The address ID code is 11 for all sample addresses that are the same as in Wave 1. As SIPP sample persons move to new addresses, new address ID codes are assigned. Any new address to which sample unft members moved during Wave 4 is numbered in the 40%.

The person ID Is a fivedlgk number consisting of the two-digit entry address ID and a threedigtt person number. Person numbers 101, 102, etc.. are assigned in Wave 1; 201,202. etc., are assigned to persons added to the roster in Wave 2. and so forth. This fwedigit number is not changed or updated, regardless of moves.

The sampling unit serfal number and address ID code uniquely identifies each household In any given wave. The sampling unit serial number can link all househdds In subsequent waves back to the original Wave 1 household.

Topcoding of Income Variables

To protect against the possibility that a user might recognize the identity of a SIPP respondent with very high income, income from every source is ‘topcoded’ so that no individual income amounts above $100.000 are revealed. While the data dictionary indicates a topcode of $33332 for monthly income, this topcode will rarely

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SIPP 1990 WAVE 4 TOPICU MODULE

bs used. In most cases the monthly income is shown as an lndfvidual dollar amount of $8,333. with $8,333 actually representing ‘t8.333 or more.’ (the $loO,ooO annual lncoms topcode is $8.333 multiplied by 12 months). lndtvidual monthly amounts above $8333 may occ&o&ly be shown if the respondent’s inccme varied considerably from month to month, as tong as the average does not exceed $8,333. For example, tf a respondents’ fncome from a dngle job were concentrated in only one of the four reference months, a figure as high as $33,332 co&i be shown. (Income from Interest or property have lower topcodes).

Summary fncoms ffgures on the person, famliy. and housddd records are simple sums of the components shown on the We after topcoding. and are not independentfy topcoded. Thus, a person with high fncome from several sources (jobs, businesses, property) could have aggregate rnonthiy Income well over the topcode for each source. Famllies and househofds with a number of high income members c&d theoretically have aggregate income shown well over $1 CIO,WO, though well below the $1.5 mUllon shown as the highest allowable value in the data dichonary.

The user Is cautioned against trying to make much use d the occaslonal monthly figures above 58.333, except In calculating aggregates or observing patterns across the 4-month period for a single indiildual, family, or household. Those units with higher monthly amounts shown are a biased sarnpre of high fncoms units, more likely to indude units with Income from multiple sources than other units with equally high aggregate Income which comes from a single source.

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GLOSSARY OF SELECTED TERMS

Absent 1 or more weeka. Absent 1 or more weeks means absent without pay from a job or business. Persons wereabsent~payinamoldhIftheywere~ithajob’duringtheentlremonth,butwerenotatworkatthat job during at feast 1 MI week (Sunday through Saturday) during ths month, and did not recehre wages or a salary for any time during that week. Reasons for an unpaid absence lndude vacation, Ylness. layoff, bad weather, labor disputes, and waiting to start a new job.

Family househokl. A family househofd is a househofd maintained by a family. any unrelated persons (unrelated subfarnfly members and/or secondary Individuafs) who may be residing there are induded. The number d family households is equal to ths number d families. The count of family household members dtffers from the count d famfly members, however, in that the famify househofd members indude all persons llvfng fn the hwsehdd. whereas family members indude only ths householder and his/her relatives.

Family. A family is a group of two or more persons (one of whom Is the householder) related by birth, marriage, or adoption and resfdirrg together: ail such persons (lnduding related subfamlly members) are considered members of one family.

Farmnonfarm residence. The farm population refers to rural residents living on farms. Under this definition. a farm is any place in rural territory from which sales of crops, livestock. and other agricultural products amounted to $1.666 or more during the previous IP-month period.

Full-time and part-time. The data on full- and part-time workers pertain to the number of hours a person ususlly worked per week during the weeks worked in the 4month reference period of the survey. If the hours worked per week varied consklerabiy. the respondent was asked to report an approximate average d the actual hours worked each week.

Persons 16 years old and over who reported usually working 36 or more hours each week during the weeks they worked are dassifii as Tuil-time workers; persons who reported that they usually worked fewer than 36 hours are dassifiktd as ‘part-time’ workers. The same definitions are used in the CPS.

Household. A househofd consists of all persons who occupy a housing unit. A house, an apartment or other group of rooms, or a single room is regarded as a housing unit when it is occupied or intended for occupancy as separate living quarters; that is. when the occupants do not live and eat with any other persons In the structure and there Is either (1) direct access from the outside or through a common hall or (2) a kitchen or cooking equipment for the exclusive use of the occupants.

A household includes the related family members and all the unrelated persons, if any, such as lodgers, foster children, wards, or employees who share the housing unit. A person living alone in a housing unit or a group d unreiated persons sharing a housing unit as partners Is also counted as a household. The count of househdds exdudes group quarters. Examples d group quarters indude rooming and boarding houses, college dormitories, and convents and monasteries.

Householder. Survey procedures cafl for listing first the person (or one of the persons) in whose narns the home is owed or rented. If the house is owned jointly by a married couple, either the husband or the wife may be listed first, thereby becoming the reference person, or househdder, to whom the retationship of the other household members is recorded. One person in each household Is designsted as the householder.’ The number d householders, therefore, is equal to the number of households.

byoff. In general, the word ‘hyoff means release from a job because of slack work, mater&l shortages, inventory taking, plant remodeling, installation of machinery. or other similar reasons. For this survey, persons were also cn ‘layoff who did not have job but who responded that they has spent at least 1 week on layoff from a job and that they were available to accept a job.

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I

sPP1ooowAvE4 TOWW. UODULE

Inaddltlon,personswereon’hyoffInagivenmonthIftheywere16yearsddoroverand(a)were’wiUIajob but’absentwithoutpay’fromthatjobtoratleastlMIweekduhgthatmonth.and(b)theyrespondedthatthelr main reason for being absent from their job or business was ‘Layoff.’ ‘On layoff also Lndudes a smsll number of personswhorespondedthattheywerewaitingtoreporttoanewwageandsalaryjobthatwastobeglnwlthin 36 days. In other words, persons waiting to begln a new job are da&ii together with persons wafting to return to a job from whkh they have been laid off.

Looking for work. Persons who ‘looked for work’ In a given month are those who were 16 years dd or over and (a) were wfthcut a job during at least 1 week during the month, (b) tried to get work or establish a business or professkm In that we& and (c) were avaiiable to accept a job. Examples of jobseeklng activftfes are (1) registering at a pubfk or private ernpioyrnent offii. (2) meeting wfth prospscthre employers. (3) lnvestfgating posslWiUes for start&f a professkmal practii or opening a business, (4) placing or answering advertisements, (5) writii ktters d application. and (6) betng on a professio& register.

The CPS uses a sfrnflar concept d ‘looking for work.’ The ten ‘unemployed’ as used in the CPS indudes persons who were looking for work in the reference week and those who were ‘on hyoff or ‘waiting to begin a new job in 36 days.’

Low-fncome Home Energy Assistance Program. Benefti from the Federally funded UHEAP authorized by Title XXVl d the Omnibus Budget Reconcflistion Act of 1981, or comparable assistance provided through State funded assistance programs, may be received in the form of direct payment to the househdd as reimbursement for heating or cooling expenses or paid directly to the fuel deafer or landlord.

Means-tested beneffta. The term means-tested benefii refers to programs that require the income or assets (resources) of the individual or family be below specified guidelines In order to qualify for benefits. These programs provide cash and noncash assistance to the low&come population. The major sources of means- tested cash and noncash assistance are shown in Appendbc B-2.

Medic&f. Thii term refers to the Federal-State program d medlcel assistance for low-income lrxkvfduals and their families as provided for by Tie XIX of the Sodal Security Act. The phrase ‘Medicaki covered’ refers to persons enrdled in the Medicaid program, regardless of whether they actually utiiizecl any Medicaid covered health care services durlng the survey reference period.

Medicare. This term refers to the Federal Health Insurance Program for the Aged and Disabled as provided for by Title XVIII d the Social Security Act. The phrase ‘Medicare covered’ refers to persons enrolled in the Medicare program, regardless of whether they actuafly utilized any Medicare covered health care services during the survey reference period.

Monthly income. The monthly income estlrnstes for househdds are based on the sum of the monthly income received by each househofd member age 15 years old or over.

Cash inwrne Includes all incorns recdved from any d the sources iiiecl in Apperxhh B-l. Rebates, refunds, loans. and capttal gain or loss amounts from the sale d assets, and interhousehold transfers of cash such as allowances are not fnduded. Accrued interest on lndlvidusl Retirement Accounts, KEOUGH retirement plans. and U.S. Savings bonds are also excluded. This definttii differs somewhat from that used in the annual fncome reports based on the March CPS Income supplement questionnaire. These data, published in the Consumer Income Series, Pbo. are based only on Income received in a regular or periodic manner and. therefore, exclude lump-sum or one-time payments such as Inheritances and insurance settlements. The March CPS income definition, however, does exdude the same Income sources exduded by SIPP.

The incorns amounts represent amounts actually recetved during the month, before deductions for Income and payrdl taxes, union dues, Part B Medicare premiums. etc.

3-2

The SIPP tncoms deftdtbn fndudes three types d earnfngs: wages and salary, nonfarm sdf~mployrnent, and farm selfmnployment The definttlon d nonfarm s&employment and farm self+rnpfoyment fs not based on the netdifferencebetweengroserecelptsorsefesandopemung@pensea. depmchbon. etc. The monthly amountsfortheseincometypesarebasedontheMhryorotherlncomerecehredfromthebusinessbythe owner d the business or farm during the 4-month reference perfod.

The Bureau d labor statistics publishes quarterfy averages for an earnings concept called usual weeldy earnings’ for employed wage and salary workers. The concept differs from the SIPP earnings concept since it is based on usual. not actual earnings. exdudes the self-employed. and exdudes earnings from secondary jobs.

WhUetheincfnneamwntsfrornmwt sources are recorded monthly for the 4-month reference perfod. property tncome amounts, interest, dividends, rental income, etc., were recorded as totals for the Cmonth period. These totals were distrfbuted equally between months d the reference period for purposes of calculating monthly averages.

Nonfamily household. A nonfamlly household is a househdd maintained by a person living alone or wfth nonrelatives only.

Persons of Spanish origin. Persons of Spanish origin were determined on the basis of a question that asked for self-identi6rtion of the person’s origin or descent. Respondents were asked to select their origin (or the origin of some other household member) from a ‘flash card’ listing ethnic origins. Persons of Spanish origin, In particular, were those who indicated that their origin was Mexican, Puerto Rican, Cuban, Central or South American. or some other Spanish origin. It should be noted that persons of Spanish origin may bs of any race.

Poputation coverage. The estimates are restricted to the cIvilian noninstttutional population of the 50 States and members of the Armed Forces living off post or wfth their families on post.

Race. The population is divided into groups on the basis of race: White; Black; American Indian, Eskimo. or Aleut; Asian or Pacific Islander; and other races.’

Special Supplemental Food Progmm for women, Infants, and Children (WIG). Benefns are received In the form of vouchers that are redeemed at retail stores for specific supplemental nutritious foods. Eligible low- incorns recipients are infants and children up to age fwe and pregnant, postpartum, and breastfeeding women.

Unemployment compensation. This term refers to cash benefns paid to unemployed workers through a State or local unemployment agency. These include all benefii paid under the Federal-State unemployment lnsumnce program as established under the Social Security Act, as well as those benefiis paid to State and local government employees. Federal civlian employees, and veterans.

With 8 Job. Persons are dassified with a job’ in a given month if they were 16 years dd or over and, during the month, elthsr (a) worked as paid employees or worked In their own business or profession or on their own farm OT worked withwl pay In a family business or farm or (b) were temporarily absent from work ether with or without pay. In general, the word ‘job’ implies an arrangement for regular work for pay where payment fs in cash wages cv salarks. at piece rates. in tips, by commission, or in kind (meals. IMng quarters, supplies received). ‘Job’ also fndudes selfernpfoyment at a business, professional practice, or farm. A business is defined as an activtty which invofves ths use d machinery or equipment In which money has been fnvested or an activity requiring an office or ‘place d busfness’ or an activity which requires advertising; payment may be in theformdprofiiorfees.

The Current Pop&t&n Survey (CF’S), the of61 source of labor force statistics for the Nation, uses the same definition for a job or business. The term ‘with a job,’ however, should not be confused wfth ths term ‘employed’ as used in the CPS. ‘With a job’ includes those who were temporarily absent from a job because d layoff and those waiting to begin a new job In 36 days; in the GPS these persons are not considered ‘employed.’ See ‘Worlecl each week’ below.

3-3

I

SIPP lsw WAVE 4 TOPICAL YODULE

With labor force l tMty. The term ‘wfth labor force activky’ Indudes all persons wlth a job (as defined above) andthosel~forworkoronlaydfftoma)obf~~lleastlweekduringaghrenmonth. Conversely,those persons~noLaborforceacthrffy’hadnojob,were~onlayoSffromajobandmadeMefforttofindajob during the month.

Wtxk disabilfty. Persons were dasslf~ied as having a work disability if they were Identified by the respondent as havingaphysical,mental,orotherhealthconditionthatlimitsthekkdoramountdworktheycando.

Worked each week Persons ‘worked each week’ in a month if, for ths entire month, they were ‘wlth a job’ and not‘absentwlthoutpay’fromthejob. Inotherwords,apersonworkedeschweekinanymonthwttenthey were(a)onthejobthe~emonth,or@)theyrecehredwagesorasahryf~oclweeksLnthemonth.whether they were on the job or not. Persons also worked each week If they were seif-employed and spent Urns during eachweekdthe~atoconbehalfdthebusinessorfarmtheyowned.aslongastheyrecelvedw expected to rec8tve profIt or fees for their work.

In the CPS. the concept at ‘work’ includes those persons who spent at least 1 hour during the reference week at their job or business. In the CPS. however, ‘at work’ does not include persons who were tempomrfly absent from their jobs during ths entire reference week on psld vacation, sick leave. etc. In SIPP, ‘worked each week does lndude persons on paid absences.

34

INDEX TO 1990 WAVE 4 TOPICAL MODULE

um! Mnemonic position

Address ldentffication .................................................................................................................. ADDID ........................ .26 Mdress ldentfficatlon - Edited Entry.. ........................................................................................ ENTRY ....................... .25 Age As Of Last Birthday - Edited And Imputed.. ........................................................................ AGE ............................. 43 Ags d Respondent.. .................................................................................................................... TM8258 ..................... 899 Age d Respondent 55 to 64 Years.. ........................................................................................... TM8458 .................... .982 Age d Respondent 62 Years or Older. TM8475.. ....................................................................................... ............ . ...... 992 Assets, Bmt Estimate d lndhklual.. ........................................................................................... SC4322 .................... .547 Assets, Best Estimate of Joint.. ................................................................................................... SC4314 ........... ..- ...... 541 Assets, Best Estimate of Other lndiifdual .................................................................................. SC4422 .................... .558 Assets, Best Estimate of Other Joint.. ........................................................................................ SC4414 ..................... 552 Assets, Don’t Know Which Kind ................................................................................................. TM8282.. .................. .825 Assets, Don’t Knew Which Ones.. .............................................................................................. TM8396 ..................... 642 Assets, Interest Earning Bank ..................................................................................................... HH-INTBK.. .............. .367 Assets, Interest Earning Other Institution.. ................................................................................. HH-INTOT.. .............. .316 Assets, Other ............................................................................................................................... HH-OTAST ............... .345 As&s. Other and IRA.. ............................................................................................................... TM8286 ..................... 824 Assets, Other and Keogh.. .......................................................................................................... TM8304 .................... .841 Boat, Ownership of.. .................................................................................................................... TM8772 .................... .214 Business Equity ........................................................................................................................... HH-BE0 ................... .297 Business I.D. Number, First. ....................................................................................................... TM8450.. .................. -978 Business I.D. Number, Second.. ................................................................................................. TM8452 ..................... 980 Business Ownership, First .......................................................................................................... TM8694 .................... .499 Business Ownership, Second.. ................................................................................................... TM8620 .................... .517 Calculation Flags For Retirement And Pension Coverage.. ...................................................... TM-CAL9336 .......... 1124 Certificates d Deposit and Keogh.. ............................................................................................ TM8292.. ................... 835 Certifites Of Deposft Or Other Certificates.. ........................................................................... TM8268 .................... .818 Check Item Al5 - Interview Status Of Spouse.. ......................................................................... TM8032 ..................... 564 Check Item A21 - ISS Code 156.. ............................................................................................... TM8136.. .................. .690 Check Item S16 ........................................................................................................................... TM8022 .................... .520 Check hem s8 - information Already Obained .......................................................................... TM8996.. .................. .502 Check hem Tl - Interview Status Of Spouse ............................................................................. TM8298.. .................. .755 Checking Accounts, Amount in Joint.. ....................................................................................... TM8210 .................... .757 Checking Accounts, Amount of Own No Interest.. .................................................................... TM8233.. ................... 783 Checking Accounts, Joint Non-Interest ..................................................................................... TM8299 .................... .756 Checking Accounts, Own Non-Interest ...................................................................................... TM8232.. .................. .782 Commercial Property in Own Name. .......................................................................................... TM8986 .................... .627 Commercial Property Owned With Others ................................................................................. TM81 10 .................... .659 Commercial Property, Joint.. ...................................................................................................... TM8962 .................... .694 Debt on Home, Existence of.. ..................................................................................................... TM8546 ...................... .79 Debt on Home, Principal Included In.. ........................................................................................ TM8564.. .................... .81 Debt on Property in Own Name ................................................................................................. TM8096.. .................. .637 Debt on Property owned With Others ........................................................................................ TM81 18 .................... .659 Debt or Margin Account Against Jolnt Stocks.. ......................................................................... TM8638 ..................... 574 Debt or Margin Account Against Own Stocks ........................................................................... TM894-E.. .................. .591 Debt or Margin Amount Against Jolnt Stocks ............................................................................ TM8946.. .................. .575 Debt or Margin Amount Against Own Stocks ............................................................................ TM8956 .................... .592 Debt Owed Against First Business.. ........................................................................................... TM6912 .................... .569 Debt Owed Against Second Business.. ...................................................................................... TM8628 .................... .523 Debt Owned on Home, Total.. .................................................................................................... HH-MORTG ............. .268 Debt, Secured.. ............................................................................................................................ HH-SCDBT ................ 370 Debt, Total ................................................................................................................................... HH-DEBT.. ............... .388 Debt, Unsecured ......................................................................................................................... HH-USDBT.. ............. .379

4-1

81w 1wa WAVE 4 TOPICAL MODULE

l&m Mnemonic Position

Debts in Own Name From Financial lnstltution ......................................................................... TM8234 ..................... 787 Debts In Own Name, Store or Credit Card.. ............................................................................... TMB236 ..................... 788 Debts on Home, Number of.. ...................................................................................................... TM8542 ....................... 80 Earnings, Time Period of.. ........................................................................................................... TM8510 .................. .1845 Employer Operate More Than One Location.. ........................................................................... TM8496 .................. .1827 Employer Type ............................................................................................................................ TM8492 ................... 1025 Employer’s I.D. Numbers ............................................................................................................ TM8324 ..................... 894 Employer, Existence of Second ................................................................................................. TM8382 ..................... 968 Employer, Edstence of Second ................................................................................................. TM8446.. .................. .936 Equipment Owned In Own Name.. ............................................................................................. TM8088 .................... .628 Equipment Owned With Other Than Spouse.. ........................................................................... TM81 12 .................... .651 Equtpment. Joint Ownership of.. ................................................................................................ TM8964 ..................... 605 Equity In V-es. Net ................................................................................................................ HH-VEHCL.. .............. 287 Ethnic Origin. ............................................................................................................................... ETHNICTY .................. 58 Farm Property in Own Name TM8084 ...................................................................................................... ..................... 626 Farm Property Owned With Other Than Spouse.. ..................................................................... TM8108 ..................... 649 Farm Property. Joint ................................................................................................................... TM8060 ..................... 603 Federal Government Pension Plan.. ........................................................................................... TM8466 ..................... 986 Grade Attended Was Completed. Highest.. ............................................................................... GRD-CMPL ................ .57 Grade Or Year Of School Attended, Highest.. ........................................................................... HIGRADE.. .................. 55 Health Plan Coverage Through Employer ................................................................................. TM8524 .................. .1054 Home Equity ................................................................................................................................ HH-THEQ .................. 277 Home Purchased, Month In Which.. ............... ............................................................................ TM8538 ...................... .73 Home Purchased, Year in Which.. .............................................................................................. TM8539 ....................... 75 Househdd Asset Summaries. ..................................................................................................... HH-ATSOl: ............ 407 Housing Costs, Conditions, And Energy Usage.. ...................................................................... WAVE.. ........................ 60 Housing Unit Other Than Mobile Home.. ................................................................................... TM8538 ...................... .63 Housing Unit Type is Mobile Home.. .......................................................................................... TM8528.. ..................... 62 Identifiir. Sample Unit.. ............................................................................................................... ID.. ................................. 6 Imputation Ffags For Self-Employment.. .................................................................................... TM-tP001:188 ............ 525 Index From Core, Person.. .......................................................................................................... PINX ............................ 18 Industry and Occupation Code .................................................................................................. TMOCC ................... 1022 Industry Imputation Flag ............................................................................................................. TM-IPIND ................ 1122 interview Status Code.. ............................................................................................................... ITEM36B ..................... 22 Interview Status, Person’s,. ......................................................................................................... INTVW.. ....................... 24 IRA Account in Own Name.. ....................................................................................................... TM8268 ..................... 810 IRA and Keogh accounts.. .......................................................................................................... HH-IRA.. ................... .354 IRA, Market Value of .................................................................................................................... TM8264 .................... .813 IRA, Number of Years Contributed to.. ....................................................................................... TM8262 ..................... 811 Job Number at Employer Number One.. ................................................................................... TM6326.. ................... 895 Job Number at Employer Number Two ..................................................................................... TM8328 ..................... 937 Joint Property, Other.. ................................................................................................................. TM8666 ..................... 606 Keogh Account h Cwn Name.. .................................................................................................. TM8284 .................... ,826 Keogh Account, Market Value of.. .............................................................................................. TM8288 ..................... 829 Keogh Account, Years Contributed to TM8286.. ....................................................................................... ................... 827 Left Job In Which Year.. .............................................................................................................. TM8566.. ................. lo35 Left Job, Amount of Earnings When ........................................................................................... TM8508 ................... 1039 Lye Insurance Coverage.. ........................................................................................................... TM8308 ..................... 843 Life Insurance Pdides. Face Value of.. ...................................................................................... TM8399 .................... .844 Lffe Insurance Provided Through Employer.. ............................................................................. TM8312 .................... ,854 Life Insurance, Value of Employer Provided.. ............................................................................ TM8313 ..................... 855 Loans Through Bank or Credit Union.. ....................................................................................... TM8216 .................... .768 Loans Through Bank, Amount Owed for.. .................................................................................. TM8218 ..................... 769 Loans. Amount on Other Than Car or Home.. ........................................................................... TM8242 .................... .796

4-2

J.m Mnemonic 5!m

Loans, Amount Owed on Other Type.. ....................................................................................... TM8246 .................... .~CN Loans, Other Than Car or Home Equfty.. ................................................................................... TM8240 ..................... 795 Loans, other Type of.. ................................................................................................................. TM8244 ..................... 802 Locations Operated by Fist Employer ...................................................................................... TM8334 .................... .897 Locatfons Operated by Second Empioyer ................................................................................. TM8336 .................... .939 Lump Sum Payment Used For Children’s Education.. .............................................................. R84SlB.. ................. .1013 Lump Sum Payment Used For Other Reasons Not Asked About.. .......................................... R8481E.. .................. 1016 Lump Sum Payment Used For Period Cf Unemployment ........................................................ R8481C.. ................. 1014 Lump Sum Payment Used To Buy Home Or Pay Cff Mortgage.. ............................................. R8481A.. ................. 1012 Lump Sum Payment Used To Pay Cff Loans, Bills, Or Other items.. ....................................... R8481D ................. .1015 Marital status ............................................................................................................................... MS.. ............................ .48 Market Value d Joint Stocks.. .................................................................................................... TM8034 ..................... 565 Market Value of Other Financial Investments.. ........................................................................... TM8132 .................... .691 Market Value of Properties in Own Name .................................................................................. TM8092 .................... .631 Market Value of Property Dwned With Others.. TM81 ......................................................................... 16 ..................... 653 Market Value of Property Chvned With Others.. ......................................................................... TM8122 .................... .666 Market Value of Stocks In Cwn Name.. ...................................................................................... TM8044.. .................. .582 Market Value Total of All Joint Properties .................................................................................. TM8068 .................... .608 Military Pension Plan.. TM8464 ................................................................................................................. .................... ,985 Mobile Home Mortgage or Debt.. ............................................................................................... TfvI8-610.. .................. ,133 Mobile Home Site Debt.. ............................................................................................................. TM8612 ..................... 134 Mobife Home Tenure.. ................................................................................................................. TM8608 .................... .132 Mobile Home, Principal Owed on.. ............................................................................................. TM8624 ..................... 135 Mobffe Home, Value of.. .............................................................................................................. TM8630.. .................. ,140 Money Market Funds and IRA.. .................................................................................................. TM8270.. .................. .819 Money Market Funds and Keogh ............................................................................................... TM8294.. .................. .836 Money Owed as Result of Sale of Property ............................................................................... TM8200.. .................. .739 Money Owed for Store Bills, Amount of.. ................................................................................... TM8214.. ................... 762 Money Owed for Store or Credit Card Bills.. .............................................................................. TM8212 .................... .761 Money Owed From Safe of Property, Amount of.. ..................................................................... TM8202 .................... .740 Mortgage Obtained in Which Month, First ................................................................................. TM8569.. .................... .91 Mortgage Obtained in Which Month, Second. TM8571 ........................................................................... .................... .113 Mortgage Obtakwd in Which Year, First.. .................................................................................. TM8568 ...................... .87 Mortgage Obtained in Which Year, Second .............................................................................. TM8570.. .................. .109 Mortgage or Other Debt on Joint Properties.. ........................................................................... TM8972.. ................... 614 Mortgage, Amount of First.. ........................................................................................................ TM8572 ...................... .93 Mortgage, Amount of Principal on Second.. .............................................................................. TM8586 .................... .108 Mortgage. Amount of Second .................................................................................................... TM8574 ..................... 115 Mortgage, Existence of Second ................................................................................................. TM8592 .................... .107 Mortgage. Existence of Three or More.. ..................................................................................... TM8594 .................... .124 Mortgage, FHA or VA on Second.. ............................................................................................. TM8589 .................... .123 Mortgage, Interest Rate on First.. ............................................................................................... TM8580 .................... .lOl Mortgage, interest Rate on Second ........................................................................................... TM8582 .................... .118 Mortgage, Number of Years on First.. ........................................................................................ TM8576.. .................... .99 Mortgage, Type of First.. ............................................................................................................. TM8587 ..................... 106 Mmgage. Type of Interest on Second.. ..................................................................................... TM8586 .................... .122 Mortgage, Type of interest Rate on First.. .................................................................................. TM8584 .................... ,105 Mortgage, Years of Second ........................................................................................................ TM8578 ..................... 116 Mortgages, Principal Owed on Other.. ..................................................................... .:. ............... TM8596 .................... .125 Motor Vehicle, Amount of Debt on ............................................................................................. TM8768 .................... .173 Motor Vehicle, Amount of Debt on First. .................................................................................... TM8798.. .................. .230 Motor Vehicle, Amount of Debt on Second ............................................................................... TM8762 .................... ,191 Motor Vehicle, Amount of Debt on Third.. .................................................................................. TM8764.. .................. .208 Motor Vehicle. Amount Owed on Second.. ................................................................................ TM8798.. .................. .24S

4-3

S~PP less WIVE 4 TOPICAL MODULE

J&In Mnemonic J?Qa!!l

Motor Vehkle, Existence of Debt on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8754 . . . . . . . . . . . . . .._..... I 72 Motor Vehkle, Existence of Debt on First . . . . . . . . . . . . . .._.................................................................. TM8792 . . . . . ..__......._._.. 229 Motor Vehide. Existence of Debt on Second .._.......__................................................................ TM8756 . . . . . . . . . . . . . . . . . . . . . 198 Motor Vehicfe, Exfstence of Debt on Second . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8794 _.................... 247 Motor Vehfde, Existence of Debt on Third . . . . . . . . .._._.................................................................... TM8758 . . . .._........._._.. 207 Motor Vehkie, Existence of Second . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8766 . . . . . . .._____........ 179 Motor Vehtcte, Existence of Third . .._.........._................................................................................ TM8768 . . . . . .._....._....... 198 Motor %hide. %nershfp of . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM871 4 .._........_......._. 159 Motor Vehide. knership of No Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8778 . . . . . . . . . . . . . . . . . . . . . 217 Motor Vehkie, Ownership of Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8776 . . . . . . . . . . . . . . . . . . . . . 216 Motor Vehkies, Existence of Other . . . . . . . . ..___............................................................................... TM8800 . . . . . . . . . . . . . . . . . . . . 235 Motor Vehtdes. Number of . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8716 . . . . . . . . . . . . . . . . ..... 166 Motorcyde, Cwnership of . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8770 . . . .._............... 213 Municipal or Corporate Bonds . . . . . . . . .._...._.................................................................................... TM8298 . . . . . . . . . . . . . . . . . . . . . 838 Munlcipaf or Corporate Bonds and IRA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8274 . . . . . . . . . . . . . . . . . . . . . 821 Net Worth, Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. HH-TNW ._...,....._........ 397 Cccupation imputation Ftag . . . . . . . . . . . . . . . .._..................................................................................... TM-IPOCP . . . . . . . . . . . . . . . 1123 Other Assets in Own Name . . .._...._............................................................................................... TM8090 . . . . . . . . . .._......... 629 Other Debts Owed WBh Spouse . . . . . . .._........................................................................................ TM8220 . . . . . . . . . . . . . . . .._... 775 Other Debts owed With Spouse. Amount of . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8222 . . . . . . . . . . . . . .._.... 776 Other Property owned With Other Than Spouse . . . . . . . . . . .._......................................................... TM81 14 . . . . . ..__.......__... 652 Other Residential Property in Own Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8982 . . . . . . . . . . . . . . . . . . . . . 625 Owner of Property, First . . . .._........................................................................................................ TM8662 . . . . . . .._........_... 147 Owner of Propeny, Second . . . . . . . . . . . .._.... . . . . . . . . . . . . . .._. ._....... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8664 . . . . . . .._........__.. 150 Pension Beneffi Cost-of-Living Increase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8520 . . . . . . . . . . . . . . . . . . . 1052 Pension Benefn Cost-of-Living Provision . . . . . . . . . . . . . . . . . .._............................................................... TM8522 . . . . . . . . . . . . . . . . . . . 1053 Pension Beneftts Began in Which Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8514 . . . . . . . . . . . . . . . . . . . 1046 Pension Beneftts. Basis of Amount for . . . .._.........._...................................................................... TM851 6 . . . . . . . .._......... 1050 Pension Phn Lump Sum Payment Rolled Over . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8480 . . . . . . . . . . . . . . . . . . . 1006 Pension Plan Lump Sum Payment Verification . . . . . .._.................................................................. TM8481 . . . . . . . . . . . . . . . . . . . 1907 Pension Pfan Lump Sum Payment, Amount of ..__...................................................................... TM8479 . . . . . . . . . . . . . . . . . . . 1008 Pension Phn Lump Sum Payment, Receipt of . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8476 . . . . . . . . . . . . . . . . . . . . . 993 Pension Plan Lump Sum Payment, Time of _.................._...,....................................................... TM8478 . . . . . . . . .._.......... 996 Pension Plan Types . . . . . . . . .._.......................................................................................................... TM8482 . . . . . . . . .._........ 1017 Pension Phn. Number of Lump Sum Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8477 . .._................. 994 Pension Plan, Other Type of . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8472 . ..__................ 989 Pension Plan, Reason for Benefits From . . . . .._............................................................................. TM8483 . . . . . . . . . . . . . . . . . . . 1018 Person No. of Second Vehide Owner. First . . . . . . .._...................................................................... TM8720 . . . . . . . . . .._._....... 180 Person No. of Second Vehicle Owner. Second . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8726 . . . . . . . . . . . . . . . . . . . . . 183 Person Number of First Other Vehicle. First . . . . . . . . . . . . . ..__............................................................. TM8780 . . . . . . . .._...._...... 218 Person Number of First Other VehnideSecond .__........_.__..........................................,.............. TM8784 . .._........_........ 221 Person Number of First Vehicle Owner. First .._..._...._...._._...........................................,.............. TM8718 . . . .._........._..... 162 Person Number of First Vehicle Owner, Second . . . . .._..___........................................................... TM8724 . . . . . . . .._..._....... 165 Person Number of Househdd Owner Number 1 . . . .._..._............................................................. TM8532 . . . . . . . . . . . . . . . . . . . . . . . 64 Person Number of Househdd Owner Number 2 _.......____.._........................................................ TM8534 . . . . . . . . . . . . . . . . . . . . . . . 67 Person Number of Househdd Owner Number 3 _........_,...._....,.................................................. TM8536 . . . . . . . . . . . . . . . . . . . . . . . 70 Person Number Cf Parent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PNPT . . . . . . . .._...._...._....... 52 Person Number of Spouse . . .._...._............................................................................................... PNSP .._........................ 49 Person Number of Third Vehicle Chvner, First _.............__........................................................... TM8722 . . . . . . . . . . . . . . . . . . . . . 197 Person Number of Third Vehicle Owner, Second . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TM8728 . . . . . . . . . . . . . . . . . . . . . 200 Person Number Second Other Vehicle. First . . . . . . . . . . . . . . . . . .._......................................................... TM8782 . . . . . . . . . . . . . . . . . . . . . 236 Person Number Second Other Vehicle, Second .__.................................................................... TM8786 ._................... 239 Person Number, Edtted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PNUM . . . . . . . . . .._.............. 27 Persons Employed All Locations for First Job . . . .._.._......._.......................................................... TM8338 . . . . . . . . . . . . . . . . . . . . . 898

ha!2 Mnemonic Position

Persons Employed All Locations for Second Job ..................................................................... TM8340 .................... .940 Persons Employed at AJI Locations.. .......................................................................................... TM8498 .................. .I028 Persons Employed At Location .................................................................................................. TM8494 ................... 1026 Persons Employed by First Employer.. ...................................................................................... TM8330 .................... .896 Persons Employed by Second Employer.. ................................................................................ TM8332 ..................... 938 Principal Owed on Joint Properties.. .......................................................................................... TM8074 .................... .615 Principal Owed on Property in Own Name ................................................................................ TM8098.. ................... 638 Prfncpal Owed on Property in Own Name.. .............................................................................. TM8128 ..................... 681 Prfncipal Owed on Property Owned With Others ...................................................................... TM8120 ....... .._ .......... 669 Prindpal Owed on Property Owned Wfth Spouse.. ................................................................... TM8126 ............... ..-. 672 Private Employer Pension Plan.. ................................................................................................. TM8462 .................... .984 Properties in Own Name, Number of.. ....................................................................................... TM8878 .................... .622 Properties On Same Land, Joint.. ............................................................................................... TM8867 .................... .607 Properties On Same Land, Chvn.. ............................................................................................... TM8091 ..................... 630 Properties Owned Jointly With Spouse ...................................................................................... TM8054 .................... .599 Properties Cwned With Other Than Spouse.. ............................................................................ TM8102.. .................. .645 Public and Subsidized Residence .............................................................................................. TM8658 ..................... 145 Race - Edfted And Imputed ......................................................................................................... RACE.. ........................ .47 Real Estate Equity. ...................................................................................................................... HH-CRE.. .................. 335 Real Estate, Other ....................................................................................................................... TM8660 ..................... 146 Recreational Vehicle. Ownership of.. .......................................................................................... TM8774 ................... .215 Reference Person’s Cluestionnaire.. ........................................................................................... TM8526 ....................... 61 Relationship To Reference Person, Edited. ................................................................................ RRP ..................... ..- .... 42 Rental Property in Own Name .................................................................................................... TM8076 .................... .621 Rental Property Owned Jointly WBh Spouse.. ........................................................................... TM8052 .................... .598 Rental Property Owned With Other Than Spouse ..................................................................... TM8100 .................... .644 Residental Property Owned Wfih Other Than Spouse. ............................................................. TM8186.. .................. .648 Residential Property. Other Joint.. .............................................................................................. TM8858 ..................... 602 Retirement And Pension Coverage ............................................................................................ TM-CAL0336 ......... .I124 Retirement Beneffts in Lump Sum, Second Job.. ...................................................................... TM8436 .................... .969 Retirement Benefits Not Received Second Job.. ....................................................................... TM8430.. .................. .968 Retirement Benefiis Payments from Second Job ...................................................................... TM8426.. .................. .967 Retirement Benefns. Determination of First ................................................................................ TM8392.. .................. .911 Retirement Benefiis, Determination of Second.. ........................................................................ TM8394 .................... .952 Retirement Income. Kind of Industry Paid.. ................................................................................ TMIND.. .................. .1019 Retirement or Pension Plan In Second Business.. ..................................................................... TM8456.. .................. .981 Retirement or Pension Plan in First Business.. .......................................................................... TM8454.. ................... 979 Retirement Phn Eiigibifity. First Job.. ......................................................................................... TM8428 .................... .927 Retirement Phn is Prof8 Sharing at Second Job.. ..................................................................... TM8390 ..................... 951 Retirement Plan is Profit Sharing, First Job ............................................................................... TM8388.. .................. .910 Retirement Plan Lump Sum Payment, First Job.. ...................................................................... TM8432.. ................... 928 Retirement Plan Provided by First Employer.. ........................................................................... TM8346.. .................. .900 Retirement Plan ProvMed by Second Employer. ....................................................................... TM8344 ..................... 941 Retirement Plan, Second Employer Paid to.. ............................................................................. TM8398.. .................. .953 Retirement Plan, Amount Contributed to First ........................................................................... TM8484.. .................. .914 Retirement Plan, Amount Deducted for Second Job ................................................................ TM&K%. ................... .955 Retirement Plan, Began First Job Too Late For ......................................................................... TM8362.. ............ ..- ... 904 Retirement Phn. Began Second Job Too Late for .................................................................... TM8364.. .......... .._ ..... 946 Retirement Phn, Declined First Employer.. ................................................................................ TM8350 ................... ..90 1 Retirement Plan, Declined Second Job.. .................................................................................... TM8352.. .................. .943 Retirement Plan, Deductions from Second Job.. ....................................................................... TM8482 ................ - -954 Retirement Plan, First Empfoyer Paid to .................................................................................... TM8396.. ........... ..- ... 912 Retirement Plan, Lack of Tenure for First Job.. .......................................................................... TM8370 .................... .996 Retirement Plan. Lack of Tenure for Second Job.. .................................................................... TM8372.. .................. .948

4-5

8lPP 1980 WAVE 4 TOPICAL MODULE

Item Mnemonic Posltion

Retirement Ptan, Length of Time in Second Job ....................................................................... TM8422 .................... .965 Retirement Plan, Membership In Second Job.. TM8348 .......................................................................... .................... .942 Retirement Plan, Method Contributed to First ........................................................................... TM84g8.. .................. .92g Retirement Ptan, Method Paid to Seconrl Job.. ......................................................................... TM8410 ..................... 961 Retiremertt Ptan. More Than One ............................................................................................... TM8384 .................... .909 Retirement Plan, More Than One at Second Job.. .................................................................... TM8386 ..................... 958 Retirement Plan, Other Reason Not in Second Job ............... . .... .............................................. TM8376 .................... .949 Retirement Ptan, Payroll Deductions to First TM8400 ............................................................................. ..................... 913 Retirement Pfa n. Percent of Salary to First ................................................................................ TM8412 ..................... 921 Retirement Plan, Percent Pald to Second Job.. ......................................................................... TM8414 .................... ,962 Retirement Plan, Reason Not ln First Job.. ................................................................................ TM8374 ..................... 9137 Retirement Ptan. Receive Benefns From First.. ...................... .................................................... TM6424 ..................... 926 Retirement Plan, Time Worked for Second Job.. ....................................................................... TM8368 .................... .945 Retirement Plan, Time Worked for First Job.. TM8358 ............................................................................ .................... .9g3 Retirement Phn. Too Young for First Job.. ................................................................................ TM8366.. ................... 905 Retirement Plan, Too Young for Second Job.. .......................................................................... TM8368 ..................... 947 Retirement Pian, Uneligide for First Employer.. ........................................................................ TM8354.. ................... 902 Retirement Plan, Unefigibie for Second Employer.. ................................................................... TM8356 ..................... 944 Retirement Pian, Years in First.. .................................................................................................. TM8420 ..................... 924 Retirement Plans, Other.. ............................................................................................................ TM8460 ..................... 988 Rotation Group.. .......................................................................................................................... ROTATfON .................. 15 Salary Reduction Plan by Second Employer.. ........................................................................... TM8440 ..................... 979 Salary Reduction Plan, First Employer Provided.. ..................................................................... TM8438 .................... .929 Salary Reduction Plan, Amount in First Job.. TM8443.. ............................................................................. .................. .931 Salary Reduction Plan, Amount in Second Job.. ....................................................................... TM8445.. ................... 972 Salary Reduction Plan, Member in Second Job.. ...................................................................... TM8444.. .................. .971 Salary Reduction Plan, Member in First Job.. ............................................................................ TM8442 .................... .930 Savings Bonds, Face Value of.. .................................................................................................. TM8206 .................... .758 Savings Bonds, Ownership of.. ................................................................................................... TM8204 .................... .749 Self-Employment Imputation Flags ............................................................................................ TM-IP001 :188.. ......... .525 Self-Employment Status.. ............................................................................................................ TM8693 ..................... 497 Self-Employment Status.. ............................................................................................................ TM8448 .................... .977 Self-Employment Status, Second Business.. ............................................................................. TM8016.. .................. .515 Sequence Number Cf Sample Unit.. .......................................................................................... SUSEQNUM ................ .I Sex - Edited And Imputed.. ......................................................................................................... Su( ............................. 46 Sole Proprietorship Employment, First ...................................................................................... TM8062.. ................... 498 Sde Proprietorship Employment, Second. ................................................................................ TM8818 ..................... 516 State Code. FIPS ......................................................................................................................... STATE ......................... 16 State or Local Governments Pension Plan ................................................................................ TM8468 ..................... 987 Stocks and Mutual Fund Shares.. ............................................................................................... HH-STK.. .................. ,325 Stocks or Mutual Fund Shares and IRA.. ................................................................................... TM8278.. .................. .823 Stocks or Mutual Fund Shares. Cther ........................................................................................ TM8042 ..................... 581 Stocks or Mutual Funds Shares and Keogh .............................................................................. TM8302.. ................... 840 Store or Credit Card Bills. Amount Owed on ............................................................................. TM8238 ..................... 789 Survivor’s Option on Pension Benefns.. ..................................................................................... TM8518 ................... 1051 U. S. Government Securtties and Keogh.. TM8296.. .................................................................................. ................... 837 U. S. Savings Bonds and Keogh. ... TM8300 ............................................................................................. ..................... 839 U.S. Government Securities and IRA.. TM8272.. ....................................................................................... ................... 820 U.S. Savings Bonds and IRA.. ..................................................................................................... TM8276.. .................. .822 Union or Retirement Pbn. First Employer.. ................................................................................ TM8342 .................... .899 Union Pension Plan.. ................................................................................................................... TM8470 .................... .988 Vacation Home in Own Name .................................................................................................... TM8988 ..................... 624 Vacation Home Owned Wrh Other Than Spouse.. ................................................................... TM8lg4.. .................. .647 Vacation Home, Jointly Owned.. ................................................................................................ TM8656.. .................. .601

4-6

INDEX

ltQm Mnemonic posltlon

Value oi First Business, Total ...................................................................................................... TM8008 .................... .%I3 Value d First Car. ........................................................................................................................ TMCARVAI ............... 283 Value d Fii Vehide ................................................................................................................... TM8788 ..................... 224

Value of Property.. ....................................................................................................................... Value of Property. Total

ZM .................... .I28 ................................................................................................................................... .I53

V&e of Second Business, Total.. .............................................................................................. TM8024 .................... .%?I Value of Second Car ................................................................................................................... TMCARVA;!. ............. .2!58 Value of Sawnd Vehida ............................................................................................................. TM8780 .................... .242 Value of Third Car ........................................................................................................................ TMCARVA3 .............. .283 Wealth, Total Housahdd.. ........................................................................................................... HH-TWLTH.. ............. .360 Walght. Second Stage Factor ..................................................................................................... FINALWGT.. ............... .30 Worked During Reference Period.. ............................................................................................. TM831 1 .................... .883 Worked Number of Hours a Week.. ............................................................................................ TM8!%0 .................. .1028 Worked Number of Weeks Per Year.. ......................................................................................... TM8502 .................. .1031 Worked Number of Years TM8804 ........................................................................................................... .................. .I033 Worked on Job, Number of Years.. ............................................................................................ TM8474.. .................. .880 Year of First Vehicle .................................................................................................................... TM8730 .................... .I88 Year oi Second Vehicle.. ............................................................................................................. TM8732 .................... .I88 Year of Third Vehicle.. ................................................................................................................. TM8734 ..................... 203

4-7

ALPHABETICAL VARIABLE LISTING TO 1990 WAVE 4 TOPICAL MODULE

Mnemonic m Position

ADDID ............................. Address Identification.. ............................................................................................................ 20

AGE ................................ Age As of Last Birthday - Edited And imputed ...................................................................... 43 ENTRY . ............................ Address IdentlfkaUon Edited Entry ...................................................................................... 25 ETHNICTY ...................... Ethnic Origln .. .......................................................................................................................... 58 FfNALWGT.. .................... WeigM, Second Stage Factor.. .............................................................................................. .30 GRD-CMPL ..................... Grade Attended Was Completed, Highest.. ........................................................................... 57 HH-ATSOI 20.. ................ Househofd Asset Summaries ................................................................................................ 407 HH-BEQ .......................... Business Equity .................................................................................................................... .287 HH-DEBT ........................ Debt, Total ............................................................................................................................. 388 HH-INTBK ....................... Assets, interest Earning Bank.. ............................................................................................ .307 HH-lNTOT ....................... Assets, interest Earning Other Institution.. ........................................................................... 316 HH-IRA.. .......................... IRA and Keogh accounts ...................................................................................................... 354 HHMORTG .................... Debt Owned on Home, Total ................................................................................................ 268

HH-ORE .......................... Real Estate Equity ................................................................................................................. 335 HH-CTAST ...................... Assets, Other ......................................................................................................................... HH-SCDBT.. .................... Debt, Secured.. ...................................................................................................................... 370 HH-STK ........................... Stocks and Mutual Fund Shares.. ......................................................................................... 325 HH-THEQ.. ...................... Home Equity .......................................................................................................................... 277 HH-TNW.. ........................ Net Worth, Total ..................................................................................................................... 387 HH-TWLTH.. .................... Wealth, Total Househdd.. ..................................................................................................... 360 HH-USDBT.. .................... Debt, Unsecured . ................................................................................................................... 379 HH-VEHCL.. .................... Equity in Vehicles. Net.. ......................................................................................................... 287 HIGRADE ........................ Grade Or Year of School Attended, Highest ........................................................................ .55 ID ..................................... identifier, Sample Unlt ............................................................................................................... 6 INTVW ............................. Interview Status, Person’s,. .................................................................................................... .24 lTEM36B ......................... interview Status Code. ............................................................................................................ 22 MS ................................... Marital Status.. ......................................................................................................................... 48 PINX.. .............................. Index From Core, Person.. ...................................................................................................... 18 PNPT.. ............................. Person Number 01 Parent.. ..................................................................................................... 52 PNSP ............................... Person Number Of Spouse ..................................................................................................... 49 PNUM.. ............................ Person Number, Edited.. ......................................................................................................... 27 R8481A.. ......................... Lump Sum Payment Used To Buy Home Or Pay Cff Mortgage.. .................................... .1012 R&Q81 B.. .......................... Lump Sum Payment Used For Children’s Education.. ...................................................... 1013 R8481C. .......................... Lump Sum Payment Used For Period of Unemployment ................................................ 1014 R8481 D ........................... Lump Sum Payment Used To Pay Cff Loans, Bills, Or Other items.. .............................. .I015 R8481 E.. .......................... Lump Sum Payment Used For Other Reasons Not Asked About.. .................................. .I016 RACE.. ............................. Race . Edited And Imputed.. ................................................................................................... 47 ROTATION ...................... Rotation Group.. ...................................................................................................................... 15 RRP ................................. Relationship To Reference Person, Edited.. .......................................................................... .42 SC4314 .......................... Assets, Best Estimate of Joint. .............................................................................................. 541 SC4322 .......................... Assets. Best Estimate of lndiviiual.. .................................................................................... .547 SC4414 ........................... Assets, Best Estimate of Other Joint.. .................................................................................. 552 SC4422 .......................... Assets. Best Estimate of Other individual.. .......................................................................... .558 SEX - ................................. Sex Edited And Imputed ...................................................................................................... .46 STATE.. ........................... State Code, FIPS ..................................................................................................................... 16 SUSEQNUM ................... Sequence Number of Sample Unit.. ........................................................................................ 1 TM-CAL8336 .................. Calculation Flags For Retirement And Pension Coverage.. .............................................. 1124 TMCALO336.. ................ Retirement And Pension Coverage ................................................................................... .1124 TM-IPOOl :188 .................. Imputation Flags For Self-Employment.. .............................................................................. 525 TM-IPOOl :188.. ................ Self-Employment Imputation flags ...................................................................................... 525 TM-IPIND ........................ Industry Imputation flag ..................................................................................................... 1122 TM-IPOCP ....................... Occupation Imputation Flag.. ............................................................................................. 1123

5-l

8lPP1wowAvE4

MnemoniC .k!I! Posltion

TM8ooo. .......................... Self-Employment Status.. ...................................................................................................... 497 TM8tJ92 ........................... Sde Proprietorship Employment, First ............................................................................... .498 TM8994 ........................... Business Ownership, First.. .................................................................................................. 499 TM8006 . . ......................... Check ltem S8 - Information Already Obalned ................................................................... .562 TM8008 ........................... Value of First Business, Total.. .............................................................................................. 593 TM8912.. ......................... Debt Owed Against First Business ...................................................................................... .5tI9 TM8016 ........................... Seff-Empfoyment Status, Second Business.. ...................................................................... .515 TM8918.. ..... .................... Sde Proprietorship Employment, Second.. ........................................................................ .516 TM8020 ........................... Business Ownership, Second.. ............................................................................................ .517 TM8022.. ......................... Check item S16 .................................................................................................................... .520 TM8924 ........................... Value of Second Business, Total ......................................................................................... .521 TM8028 ........................... Debt Owed Against Second Business.. ................................................................................ 523 TM8032 ........................... Check Item Al5 - interview Status Of Spouse .................................................................... .564 TM8034 ........................... Market Value of Joint Stocks ............................................................................................... .565 TM8938 ........................... Debt or Margin Account Against Joint Stocks.. ................................................................... 574 TM8946 ........................... Debt or Margin Amount Against Joint Stocks.. ................................................................... .575 TM8942.. ......................... Stocks or Mutual Fund Shares, Other.. ................................................................................ 581 TM8944.. ......................... Market Value of Stocks in Own Name.. ................................................................................ 582 TM8948.. ......................... Debt or Margin Account Against Own Stocks .................................................................... .591 TM8950.. ......................... Debt or Margin Amount Against Own Stocks.. ................................................................... .592 TM8952 ........................... Rental Property Owned Jointly With Spouse.. .................................................................... .598 TM8954 ........................... Properties Owned Jointly With Spouse.. ............................................................................. .599 TM8956 ........................... Vacation Home, Jointly Owned ........................................................................................... .6fIl TM8958 ........................... Residential Property, Other Joint.. ....................................................................................... .6fl2 TM8969 ........................... Farm Property, Joint.. ............................................................................................................ 663 TM8962 ........................... Commercial Property, Joint.. ................................................................................................ 694 TM8964 ........................... Equipment, Joint Ownership of.. .......................................................................................... 695 TM8966 ........................... Joint Property, Other.. ........................................................................................................... 696 TM8967 ........................... Properties On Same Land, Joint.. ........................................................................................ .667 TM8968.. ......................... Market Value Total of All Joint Propenies.. .......................................................................... .698 TM8972 ........................... Mortgage or Other Debt on Joint Properties ....................................................................... 614 TM8974 ........................... Principal Owed on Joint Properties.. ................................................................................... .615 TM8976.. ......................... Rental Property in Own Name.. ........................................................................................... .621 TM8978.. ......................... Properties in Own Name, Number of.. ................................................................................ .622 TM8989 ........................... Vacation Home in Own Name .............................................................................................. 624 TM8682 ........................... Other Residential Property in Own Name ........................................................................... .625 TM8984.. ......................... Farm Propeny in Own Name.. .............................................................................................. 626 TM8986 ........................... Commercial Property in Own Name.. ................................................................................... 627 TM8988.. ......................... Equipment Owned In Own Name.. ....................................................................................... 628 TM8999.. ......................... Other Assets in Own Name.. ................................................................................................. 629 TM8991 ........................... Properties On Same Land. Own. .......................................................................................... 630 TM8092 ........................... Market Value of Properties in Own Name.. .......................................................................... 631 TM8996.. ......................... Debt on Property in Own Name ............................................................................................ 637 TM8098. .......................... Principal Owed on Property In Own Name.. ........................................................................ 638 TM8100.. ......................... Rental Property Owned WRh Other Than Spouse.. ............................................................. 644 TM8102 ........................... Properties Owned With Other Than Spouse.. ..................................................................... .645 TM8194.. ......................... Vacation Home Owned With Other Than Spouse ............................................................... 647 TM8198.. ......................... Resklental Property Owned With Other Than Spouse ........................................................ 648 TM8198 ........................... Farm Property Owned With Other Than Spouse.. ............................................................... 649 TM81 10.. ......................... Commercial Property Owned With Others.. ......................................................................... 650 TM81 12.. ......................... Equipment Owned With Other Than Spouse.. ..................................................................... 651 TM81 14.. ......................... Other Property Owned With Other Than Spouse.. .............................................................. 652 TM81 16.. ......................... Market Value of Property Owned With Others.. ................................................................... 653 TM81 18.. ......................... Debt on Property Owned Wfih Others.. ............................................................................... .659

5-2

VANUBLE LSTING

Mnemonic

TM8120 ........................... Principal Owed on Property Owned With Others.. ............................................................. .660 TM8122 ........................... Market Value of Property Owned Wlth Others.. ................................................................... 866 TM8126 ........................... Principal Owed on Property Cwned With Spouse.. ............................................................ .672 TM8128 ........................... Principal Owed on Property in Own Name ......................................................................... .681 TM8130 . ........................... Check Item A21 ISS Code 150.. ......................................................................................... 690

TM8132 ........................... Market Value of Cther Financial Investments ....................................................................... 691 TM8200 ........................... Money Owed as Result of Sale of Property.. ....................................................................... .739 TM8202.. ......................... Money Owed From Sale of Property, Amount of.. .............................................................. .740 TM8204 ........................... Savlngs Bonds, Ownership of.. ............................................................................................ .749 TM8206 ........................... Savings Bonds, Face Value of ................................................................................. ............ .750 TM8208.. ......................... Check Item Tl . Interview Status of Spouse ........................................................................ 755 TM8209 ........................... Checking Accounts, Joint Non-lnteres t. ............................................................................... 756 TM8210 ........................... Checking Accounts, Amount in Joint ................................................................................... 757

TM8212 ........................... Money Owed for Store or Credit Card Bills.. ....................................................................... .761 TM8214. .......................... Money Owed for Store Bills, Amount of ............................................................................... 762

TM8216 ........................... Loans Through Bank or Credit Union. .................................................................................. 768

TM8218. .......................... Loans Through Bank, Amount Owed for .............................................................................. 769 TM8220 ........................... Other Debts Owed Wiih Spouse ........................................................................................... 775 TM8222 ........................... Other Debts Owed WBh Spouse, Amount of ....................................................................... 776 TM8232 ........................... Checking Accounts, Own Non-Interest ................................................................................ 782 TM8233.. ......................... Checking Accounts, Amount of Cwn No Interest ................................................................ 783 TM8234 ........................... Debts in Own Name From Financial Institution ................................................................... 787 TM8236 ........................... Debts In Own Name, Store or Credit Card ........................................................................... 788 TM8238.. ......................... Store or Credit Card Bills, Amount Owed on.. ..................................................................... 789 TM8240 ........................... Loans, Other Than Car or Home Equity ............................................................................... 795 TM8242.. ......................... Loans, Amount on Other Than Car or Home.. .................................................................... .796 TM8244.. ......................... Loans, Other Type of.. ........................................................................................................... 802 TM8246 ........................... Loans, Amount Owed on Other Type.. ................................................................................. 803 TM8258 ........................... Age of Respondent.. .............................................................................................................. TM8260 ........................... IRA Account In Own Name ................................................................................................... 810 TM8262 ........................... IRA, Number of Years Contributed to.. ................................................................................ .811 TM8264 ........................... IRA. Market Value of.. ............................................................................................................ 813 TM8268 ........................... Certificates Cf Deposit Or Other Certificates.. ..................................................................... 818 TM8270.. ......................... Money Market Funds and IRA .............................................................................................. 819 TM8272 ........................... U.S. Government Securiiies and IRA.. .................................................................................. 820 TM8274 ........................... Municipal or Corporate Bonds and IRA.. .............................................................................. 821

TM8276.. ......................... U.S. Savings Bonds and IRA.. .............................................................................................. 822 TM8278.. ......................... Stocks or Mutual Fund Shares and IRA.. ............................................................................. 823 TM8280 ........................... Assets, Other and IRA.. ........................................................................................................ .824 TM8282 ........................... Assets, Don’t Know Which Kind.. .......................................................................................... 825 TM8284 ........................... Keogh Account in Cwn Name ............................................................................................. .826 TM8286 ........................... Keogh Account, Years Contributed to.. ........... ..................................................................... 827 TM8288. .......................... Keogh Account, Market Value of.. ........................................................................................ 829 TM8292 ........................... Certificates of Deposit and Keogh.. ...................................................................................... 835 TM8294.. ......................... Money Market Funds and Keogh ......................................................................................... 836 TM8296 ........................... U. S. Government Securities and Keogh.. ............................................................................ 837 TM8298 .......... ................. Municipal or Corporate Bonds.. ................ . . .......................................................................... TM8300 ........................... U. S. Savings Bonds and Keogh.. ......................................................................................... 839

TM8302.. ......................... Stocks or Mutual Funds Shares and Keogh.. .......................................................................

TM8304 ........................... Assets, Other and Keogh.. .................................................................................................... 841

TM8306.. ......................... Assets, Don’t Know Which Ones.. ........................................................................................ 842 TM8308 ........................... Life Insurance Coverage ....................................................................................................... 843 TM8309 ........................... Life Insurance Pdicies. Face Value of .................................................................................. TM831 1 ........................... Worked During Reference Period.. .......................................................................................

53

I

Mnemonic item 5k!!20

TM8312 ........................... Life Insurance Provided Through Employer ......................................................................... 854 TM8313 ........................... Llfe Insurance, Value of Employer Provided ........................................................................ 855 TM8324 ........................... Employer’s I.D. Numbers.. .................................................................................................... 894 TM8326 ........................... Job Number at Employer Number One.. ............................................................................. 895 TM8328 ........................... Job Number at Employer Number Two .............................................................................. .937 TM8338 ........................... Persons Employed by First Employer.. ............................................................................... .896 TM8332 ........................... Persons Employed by Second Employer ........................................................................... .938 TM8334.. ......................... locations Operated by First Employer ................................................................................ .897

ttzzz ............................. Locations Operated by Second Employer ...........................................................................

......................... Persons Employed All Locations for First Job.. .................................................................. .898 TM6346 ............ . .............. Persons Employed All Locations for Second Job ............................................................... 946 TM8342 ........................... Union or Retirement Plan, First Employer.. ......................................................................... .899 TM8344.. ......................... Retirement Plan Provided by Second Employer ... . ... ........................................................... 941 TM8346.. ......................... Retirement Plan Provided by First Employer.. .................................................................... .900 TM8348.. ......................... Retirement Plan, Membership In Second Job.. ................................................................... .942 Th48350.. ......................... Retirement Plan, Declined First Employer. ... ....................................................................... .981 TM8352.. ......................... Retirement Plan, Declined Second Job ................................................................................ 943 TM8354.. ......................... Retirement Plan, Uneligible for First Employer.. ................................................................. .992 TM8356.. ......................... Retirement Plan, UneligiMe for Second Employer.. ............................................................ .944 TM8358 ........................... Retirement Plan, Time Worked for First Job ....................................................................... .983 TM8368.. ......................... Retirement Plan, Time Worked for Second Job.. ................................................................ .945

TM8362 ........................... Retirement Plan. Began First Job Too Late For.. ................................................................ .904 TM8364.. ......................... Retirement Plan, Began Second Job Too Late for ............................................................. .946 TM8366.. ......................... Retirement Plan, Too Young for First Job.. .......................................................................... 985 TM8368.. ......................... Retirement Plan, Too Young for Second Job.. ................................................................... .947 TM8378.. ......................... Retirement Plan, Lack of Tenure for First Job.. ................................................................... .996 TM8372.. ......................... Retirement Plan, Lack of Tenure for Second Job.. ............................................................. .948 TM8374.. ......................... Retirement Plan, Reason Not in First Job.. ......................................................................... .987 TM8376.. ......................... Retirement Plan. Other Reason Not in Second Job.. .......................................................... 949 TM8382.. ......................... Employer, Existence of Second. ........................................................................................... 998 TM8384.. ......................... Retirement Plan, More Than One ......................................................................................... 909 TM8386.. ......................... Retirement Plan, More Than One at Second Job.. .............................................................. 950

TM8388.. ......................... Retirement Plan Is Profa Sharing. First Job ........................................................................ .916 TM8398.. ......................... Retirement Plan is Profn Sharing at Second Job.. .............................................................. .951

TM8392.. ......................... Retirement Benefits. Determination of First.. ........................................................................ 911 TM8394 ........................... Retirement Benefits. Determination of Second.. ................................................................. .952 TM8396. .......................... Retirement Plan, First Employer Paid to. .............................................................................. 912

TM8398 ........................... Retirement Plan, Second Employer Paid to.. ...................................................................... .953 TM8466.. ......................... Retirement Plan, Payrdl Deductions to First.. ...................................................................... 913

TM8482 ........................... Retirement Plan, Deductions from Second Job.. ................................................................. 954 TM8464.. ......................... Retirement Pian. Amount Contributed to First.. .................................................................. .9t4

TM8468.. ......................... Retirement Plan, Amount Deducted for Second Job.. ......................................................... 955 TM8468.. ......................... Retirement Plan, Method Contributed to First.. ................................................................... ,928

TM8410.. ......................... Retirement Plan, Method Paid to Second Job.. ................................................................... 981

TM8412.. ......................... Retirement Plan, Percent of Salary to First .......................................................................... 921 TM8414.. ......................... Retirement Plan, Percent Paid to Second Job.. .................................................................. .962

TM8420.. ......................... Retirement Plan. Years in First.. ............................................................................................ 924 TM8422.. ......................... Retirement Plan, Length of Tie In Second Job.. ............................................................... .985

TM8424 ........................... Retirement Plan. Receive Benefits From First. ..................................................................... 926

TM8426.. ......................... Retirement Benefits Payments from Second Job.. ............................................................. .967 TM8428.. ......................... Retirement Plan Eligibility. First Job.. .................................................................................. .927 TM8438.. ......................... Retirement Benefits Not Received Second Job. .................................................................. 968

TM8432 ........................... Retirement Plan Lump Sum Payment, First Job.. ............................................................... .928 TM8436.. ......................... Retirement Benefits in Lump Sum, Second Job.. ............................................................... .969

5-t

VARUBLELSTING

Mnemonic lsm Posfti~

TM8438.. ......................... Salary Reduction Ptan, First Employer Provided.. ................................................ ..- ........... 929 TM8440 ........................... Salary Reduction Plan by Second Employer.. ................................................................... -970 TM8442 ........................... Salary Reduction Plan. Member in First Job.. . .930 ................................................................... TM8443 ........................... Salary Reduction Pfan, Amount in First Job.. .................................................................... . 931 TM8444.. ......................... Salary Reduction Phn. Member fn Second Job ...................................................... ..-......-. 971 TM8445 ........................... Salary Reduction Phn, Amount In Second Job.. .................................................... -. ........ .972 TM8446 ........................... Employer. Existence of Second.. ..................................................................................... ..- 936 TM8448 ........................... Self-Employment Status.. ....................................................................................... ..--......- ... 977 TM8450 ........................... Business I.D. Number, Fii ................................................................................................. .978 TM8452 ........................... Business I.D. Number, Second.. 980 ........................................................................................... TM8454 ........................... Retirement or Pension Pian In First Business ................................................................ ..--. 979 TM8456 ........................... Retirement or Pension Pian in Second Business ................................................ ..--......-- .. 981 TM8458 ........................... Age of Respondent 55 to 64 Years.. ..................................................................... ..-..........-. 982 TM8466 ........................... Retirement Plans. Other.. ........................................................................................ ..- .......... 983 TM8462 ........................... Private Employer Pension Plan.. .......................................................................................... .9&t TM8464 ........................... Military Pension Plan.. ........................................................................................................... 985 TM8466 ........................... Federal Government Pension Plan.. ................................................................................... 986 TM8468 ........................... State or Local Governments Pension Plan.. ....................................................................... . 987 TM8470 ........................... Union Pension Plan.. ............................................................................................................ .988 TM8472 ........................... Pension Plan, Other Type of.. ............................................................................................... 989 TM8474 ........................... Worked on Job, Number of Years.. ..................................................................................... .990 TM8475 ........................... Age of Respondent 62 Years or Older.. .............................................................................. .992 TM8476 ........................... Pension Plan Lump Sum Payment, Receipt of.. .................................................................. 993 TM8477 ........................... Pension Plan, Number of Lump Sum Payments.. ................................................. ..- ........... 994 TM8478 ........................... Pension Plan Lump Sum Payment, Time of.. ....................................................................... 996 TM8479 ........................... Pension Plan Lump Sum Payment, Amount of.. ................................................................ 1000 TM8460 ........................... Pension Plan Lump Sum Payment Rdled Over.. ............................................................... 1008 TM8481 ........................... Pension Plan Lump Sum Payment Verification.. ................................................... ..- ......... 1007 TM8482 ........................... Pension Plan Types ................... -. ......................................................................................... 1017 TM8483.. ......................... Pension Plan, Reason for Benefits From.. .......................................................................... 1018 TM8492 ........................... Employer Type .................................................................................................................... 1025 TM8494 ........................... Persons Employed At Location .......................................................................................... 1026 TM8496 ........................... Employer Operate More Than One Location.. ................................................................... 1027 TM8498 ........................... Persons Employed at Ail Locations.. ................................................................................. .I028 TM8500 ........................... Worked Number of Hours a Week.. .................................................................................... 1029 TM8502 ........................... Worked Number of Weeks Per Year ................................................................................... 1031 TM8504 ........................... Worked Number of Years.. .................................................................................................. 1033 TM8506.. ......................... Left Job in Which Year.. ...................................................................................................... 1035 TM8508 ........................... Left Job, Amount of Earnings When.. ................................................................................. 1039 TM8510 ........................... EarningsTime Period of.. ................................................................................................... 1045 TM8514 ........................... Pension Benefns Began in Which Year ............................................................................. .1046 TM8516. .......................... Pension Benefns. Basis of Amount for .............................................................................. .1050 TM8518 ........................... Survivors Option on Pension Benefbs.. ............................................................................. 1051 TM8520 ........................... Pension Benefn Cost-of-Ltving Increase.. ........................................................................... 1052 TM8522 ........................... Pension BenefR Costof-LNing Provision ........................................................................... 1053 TM8524 ........................... Health Pian Coverage Through Employer.. .......................................................... ..-- ......... 1054 TM8526 ........................... Reference Person’s Questionnaire.. ....................................................................... ..- ............ 61 TM8528.. ......................... Housing Unit Type Is Mobile Home.. ...................................................................................... 62 TM8530. .......................... Housing Unit Other Than Mobile Home ................................................................................. 63 TM8532 ........................... Person Number of Househdd Owner Number l.....................................................- ............ 64 TM8534 ........................... Person Number of Household Owner Number 2 .................................................... ..- ........... 67 TM8536 ........................... Person Number of Househdd Owner Number 3.. ............................................................... ..7 0 TM8538.. ......................... Home Purchased, Month in Which.. ....................................................................................... 73 TM8539 ........................... Home Purchased. Year in Which.. .......................................................................................... 75

5-5

Mnemonic lm

........................... TM~sQ

Debt on Home, Existence of .f?cabo

........................... Debts on Home, Number of ..............................................

TM8564 ...................................................... 78

...............................................................

TM8566 ......... ..Deb t OII Home, Prfnclpal fndu&rj fn .................... ................................. 80

..... . . .- ...................................................... . . ............ TM8568

Mortgage. hum of phipai on SW& ................................ .81 .... . . . . ...................

TM-. Mongage Ob&im in Which Year First

.................................................... ...................... 108 .......................... ..............................................

TM8570 Mortgage Obtafnerf in Which Monih First ................................. .87

........ .... . ..............

TM8571

Mortgage Obtained In Which year. $econ;;““‘. .................................................................... .91 .........................................

TM8572 .............................. MMwge Obtained &J Which Month, second ................................ 109

Mortgage, hum of Fh .. . ..... ................... TM8574 __

.................................................................. .I13 . . . . . _

TMB576: Mortgage, Amount of Second. ““““““““““““Mortgage, .........................................

....................................................... 83 ..........................

TM8578

Number d years &&; &.. ................................................................................... II5 ............. ............ ..Mortgage. Years of Second..

............................................... TM8580

....................................... 98 .......... f . . ............. ..................................................... .............

TM8582 Mortgage, Interest Rate on First. ............................... 116 __ .

TM8584 ........................... Mortgage, Interest Rate on

............................

Seco$ . . : ............................................

.................................... .lOl .................

:z:.::.: -Mortgage. Type of Interest Rate on First. ............................. 118 . Mortgage, Type of Interest on Second

...................................................... ..... _ .. ................................................................... ,105

Mortgage, Type d First. . . . . . .....................

TM8589 ............................................................................ .lZ

.... . . . _

............. ....................................

. . . TM8582

-----.Mo~gaw, WA or VA on second ............................................................ 106

......................... ..Mortgage. Existence of Second .................. .....................................................

TMEW .................. 123 ............

........................... Mortgage, Existence of Three or More., ............................................... TM8596

............................... .107

-.--Mortgages, Principal Owed on Other.. . ....... .- . ..................

M~WE

....................................................................... 124 ...........................

TM8608 Vafue of Property.. ..................................................................................... . 125 . . ., .....................

................ . ._ ........ TM8610..

Mobile Home Tenure.. .............................................................................

......... 126 ........ . ...............

TM8612.. Mobile Home Mortgage or Debt..

............................................................................................................ 132

........ . . . .............. TM8624

f&bile Home Siie Debt ...............................................................................

Mobile .................... 133

......................... . . TM8630..

Home, Principal o~ec on.. ..................................................................................... 134 ........

......................... TM-. Mobile Home, Value of.. ................................................................................. 135 ._., ,., ..........................

TMWO

Public and Subsidized Re$idence’:::“:::“:“““‘. ...................................................................... .140 ...........................

TM- Real Estate, Other.. ............... ............................................................................. 145

........................... TM8664

Owner of Property .........................................

........................... TM- Owner of Property’ First.. ................................................................... 146

... Secor,o ._.,

......................................................................................... iota,

147 Value ........... . . . . . .

. .. ...........................

TM8714..

d Property, .................................................................................... ,150 ....... ..................

TM871 6 Motor Vehicle. Ownership Motor Vehicles.

of.. ......................................................................................................... 153

............ . . ............ TM8718..

Number of. .................................................................................. 159 ....... .’ ........

TM8720 .................Pero n Number of First Vehicle Owner, First

........................................................................................ 166 ........... ...........

TM8722 -------.-Person No. of Second Vehicle Owner, First.. 162 ....... .:.

........................................................... ........... .. .

TM8724 -----.-Person Number of Third Vehicle Owner, First ............................................................ 180

......... ...........

TM8726 ................

................... ..PerSO n Number of First Vehicle Owner, Second

...... ..Perso n NO. .......

.......................................................... 197

rM8728.. ...... of Second Vehicle Owner, Seco&...:..:

.......................................................... 165 ... . ... . .. _ h%iO..

................Perso n Number of Third Vehicle Owner, Second .................................................... 183 .........................

M8732 Year of First Vehide

.............. ........................................................... 200

. .......... ................. M8734

Year of Second Vehide.. ....................................................................................................

168 ............................................................................................. ............... Year

........

‘ME754 of Third Vehide.. ..................... .186

. ......... ......... ‘ME756

............................. Motor Vehicle. Existence of Debt ................................................................................................ on.. 203

M8758 ................... .-......Mot~ Vehlde, Existence of Debt on Second

........................................................................... 172 .......... . . . ..........

ME760

Motor Veh,de, Exlstence of Debt on Third ........................................................... .198

-.....Moto r Vehicle, Amount of Debt on..

......... .

. .............. . . .

ME762 .............................................................. .207

.......... .................

ME764 -.......Moto r Vehide, Amount of Debt on Secorjc..

........................................................................... 173 ........ ......... WE766

................................. Motor V&i&, Amount d D&t on Third

-..Mot or Vehide. Existence of Second ........ . ..... .~..~.~.~~.....~...~.~..~~..~~~.~.~.~~~~~.~..~~.~~~~~~~~~~~~~~~

...... .... WE768

..................................................

Motor Vehicle, ......... .

........................... Existence of Third ................................................

a8770 ........................... 179

Motorcycle, .............

............ A8772..

........................................ Ownership of.. ............................................................................ 196 .......... ... .....................................................................................

18774 Boat, Ownership of.. 213 ..... ....

............... ............ Recreational Vehicle, &vnership of .................................................................................................... 214 ......... . ., ......................................................................... .215

56

VANtABLE l.SllNG

Mnemonic I&!2 Poshion

TM8776.. ......................... Motor Vehicle. Ownership of Other ...................................................................................... 216 TM8778 ........................... Motor Vehicle, Ownership of No Other ................................................................................ 217 TM8786. .......................... Person Number of First Other Vehide. First ........................................................................ 218 TM8782 ........................... Person Number Second Other Vehide. First ....................................................................... 236 TM6784 ........................... Person Number of First Other Vehnide.Second. ................................................................ .221 TM8786 ........................... Person Number Second Other Vehicle, Second ................................................................ .25g

TM8766.. Value ......................... of First Vehicle.. .......................................................................................................... .224 TM8790 ........................... Value of Second Vehicle ................ ....................................................................................... 242 TM8792 ........................... Motor Vehlde. Existence of Debt on First.. ......................................................................... .22g TM8794 ........................... Motor Vehide, Existence of Debt on Second ..................................................................... .247 TM8766 ........................... Motor Vehide. Amount of Debt on First.. ............................................................................. 230 TM8758 ........................... Motor Vehicle, Amount Owed on Second.. .......................................................................... 248 TM8866 ........................... Motor Vehicles, Existence of Other.. ................................................................................... .225 TMCARVAI ..................... Vafue of First Car ................................................................................................................... 253 TMCARVA2 ...... ............... Value of Second Car ............................................................................................................. 258 TMCARVA5. . ................... Value of Third Car.. ............................................................................................................... .262 TMIND.. ........................... Retirement Income, Kind of Industry Paid.. ........................................................................ 1619 TMOCC.. ......................... Industry and Occupation Code .......................................................................................... 1022 WAVE.. ............................ Housing Costs, Conditions, And Energy Usage.. ................................................................. .66

5-7

HOW TO USE THE DATA DICTIONARY

The Data Dictionary describes the contents and record layout of the public-use computer tape We. The first line of each data ltem descrlptlon gives the data name, size of the data Reid, and the begln position of the field.

The next few lines contain descrlptlve text and any applicable notes. Categorical value codes and labels are given where needed. Comment notes marked by an (*) are provfded throughout. Comments shordd be removed from the machine-readable version of the data dictionary before using It to help access the data file.

Data. Alphabetk, numeric, and the speciaJ character (-). No other special characters are used. It may be a mnemonic such as “STATE” or “SE1 -CCC”. or a sequentid identifier such as “SC1 176” or “WS-IMPOI”. Data ftem names are unique throughout tha entire file.

Size. Numeric. The s&e of a data item ls given in characters. Indication of imp&d decimal places is provlded In notes.

Begin. Numeric. Contains the location in the data record of the first character posltion of the data ltem field.

The first line of each data kern description begins with the character “D” (left-)ustified. two characters). The “D” flag indicates lines in the data dictionary containing the name, size, relative begin and begin posltion of each data item. This information (in machine-readable form) can be used to help access the data file. The line beginning with the character “U” describes the universe for that item. Lines containing categorical value codes and labels fdlow next and begin with the character “V”. The special character (.) denotes the start of the value labels. Two examples of data kern descriptions fdlow:

D SC1218 1 2805 What was the main reason . could not take a job during those weeks

U Persons 15 years dd or older V 0 .Not In unfverse V 1 .AJready had a job V 2 .Temporary illness V 3 .school V 4 Cther

D RR3064 2 3766 Railroad retirement sends out two types d checks; which cdor check does . receive.

U Persons age 15 years or dder receMng railroad retirement

V -1 .DK V 00 .Not in universe V 01 Blue V 02 .Buff V 03 .Direct deposit V 04 Cther

6-l

SIPP 1990 WAVE 4 TOPICAL MODULE DATA DICTIONARY

DATA SIZE BEGIN

DWSEWIM 5 1 sepence mmber of *rple wit prim-y sort key

D ID Sa+c mYt Iden~ificr This fdmtifier is crested by scrwbling toBethet the PSIJ, so&mm and s&r\ of the original omplc address. It my be used in rtchiw wle units from different wows

DATA SIZE BEGIN

D ADDID 2 20 Address ID. - This field differentiates households within the smnz PSU, segnmt m-d swirl. that is. households which origirvtc cut of m origirvl smle household

IJ All households

D ITE)(368 2 22 Control card item 368 - lntewieu status code

U ALL households D ROTATIOI 1 15 V

Rotation V

D STATE 2 16 V

V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V V

FlPs state code from the MST/GRIN File 01 .Al&ma 04 .Arizma 05 .Arkm.sss 06 .Colifornis OB .Colora& 09 .Com-mxicut 10 .Delsuare 11 .District Of Coltiie 12 .Florida 13 .teorgia 15 .Hsuaii 17 .Illinois 18 .Irdiw 20 .Kms~s 21 .Kmtucky 22 .Louisisna 24 Jlarylard 25 .Massachusetts 26 .Yichigan 27 J4imesota 28 .Hississippi 29 .Misscwri 31 Jlcbrarka 32 .Yev& 33 .Yen Wmpshirt 34 .Yeu Jersey 35 .Yw Mexico 36 .Yw York 37 -North csrolim 39 .ohio 40 .Dklahmle 41 .oregon 42 .Pemsylvmis 44 .Rhds lslvd 45 .South Csroline 47 .1-set 4B .TCXlS 49 .uteh 51 .Virginio 53 .Uoshingtm 51 .Uest Virginia 55 .Uicconsin 61 .Ilain,Vemmnt 62 .lwa,Yorth Dakota,Swth Dakota 63 .Alask~,Idaho,l4cmtsns,~cming

01 .Intervieued Type A Noninterview

02 .Yo m bar 03 .Taporarily absent D4 *Refused OS .uMblc to locate 06 .Other typ A

Typ B Noninterview (Uave 1) 09 .vwmt 10 .Occrpied by persons with URE 11 -Unfit or to be demolished 12 .Under construction, not rcsdy 13 .Cmverted to teqxxsry business

.or storage 14 .Unoccupied site for mobile

.hcme, trailer, or tent 15 .Pcrmit granted, cmstxctim

.not started -16 Other Type B

Type B Wmintervieu (Yaw 2*) 16 .Entire WH institutionalized

.or tarporarily ineligible Type C Nmintervieu (Ueve 1)

17 .Demlished 18 .House or trailer moved 19 .ccrlverted to permanent

.businss or storage 20 .Ilerged 21 .cordemed 22 .Other Type C

Type C Wminterviw Wave 2+) 22 .Dsleted (rae.@e adjustsent,

.Wl-Or) 23 -Entire household &cessed,

.mved out of country, or living

.ip Armed Forces barracks Type D Nomnterviw (Uave 2+)

24 .wmd, address lnkro*m 25 .moved within cantry beyord

-limit 26 .All saple persons relisted on

.nmi control cerdts)

D IYTW 1 24 Person's interviw status

U All persw, incltiing children V 0 .&at owlicable <children V .u-&r IS) v 1 .Interviw <self) V 2 .Intervicu <proxy) V ! .umintewiw - type 2 refusal

_ D PIYX 2 18

Person index from core

7-1

8lW lo#) TWlcIu UODULE WAVE 4

DATA SIZE BEGIN

D ENTRY 2 25 Editedmtryaddrar 10 Address of the housebold that this person belaed to at the time this person first beam? part of the sanplc

U All persons, Includimj children

OPNW 3 27 Editd person nudw

U All pemms, incldirp children

0 FINALKiT 12 30 'STAGEIUY' l seead stage factor

U All persm, including children

0 RRP 1 42 Edited relationship to reference person

U All persons, including children V V V V V V V V V V V V ” V V V V V V V V V V

0 AGE

0 .Yot l ssnple person in this .mth

1 .Nouthold reference person, .livim with relatives

2 .Household referme person .living alone or with only -non-relatives (primary .indivibsl)

3 Spouse of household reference .prsm

C .ChiLd of hwsehold reference .prson

5 -Other relative of household .rcfermce person

6 Jon-relative of household .referme person but related to .otherc in the hcuvehold-me&w .Of an mretated sub (secmdary) .faaily

7 .Non-relative of household .refereme person ubd not .relared to anyone else in the .household (second.sry individual)

3 a Edited nd iqxaed age as of last birthday

U Al\ persms, including children V 000 .Less than 1 full year V 001 .l year V .CfC.

0 SEX 146 Sex of this person Edited and iqwted

U All persorts, including children V 1 .Na1e V 2 .Fmle

0 RACE 1 L7 Race of this person Edited ud i-fed

U All persons, including children V 1 .Uvite V 2 .Black V V

3 $ee~can Indian, Eskim or

V 4 .Asin or Pacific Islarder

0 MS 1 48 Narital status If a persm'c rsrital status chemged bring any mmth, the mrital status shorn is the status msintsined for the greatest part of the mmth - edited mdilplted

DATA SIZE BEGlY

U Persons 15 years old or older V 0 Alot l srrple person in this V .mth V 1 .Harried, gpouse present V 2 .Narried, spouse abscnt V 3 .Yidowed V 4 .oiwrced V 5 sqmrhzd V 6 .Ycver vrried

0 PYSP 3 49 persal nudxr of rpousc

U Persons 15 years old or older V 000 .Not a suplc person in this V .Imth V 999 dot applicable

0 PUP1 3 52 Person rrabcr of parent

U Persons 15 years old or older V ODO .Not l maple person in this V .mth V 999 .Not applicable

0 IllGRADE 2 55 Uhat is the highest grade or year of regular school this person attended7

U Perscas 15 years old or older V 00 .Not a&icable if Vader 15, V .did not attend or atttrded V .only kindergarten V 01-08 .Elem?ntary V 09-12 -High school V 21-26 .tollege

0 GRD-CMPL 1 57 Did he/she carplete that grde

U Persons 15 years otd or older V 0 .NOt applicable V 1 .YCS V 2 .No

D ETHNlClY 2 58 Ethnic origin

U All persons, iwluding children V 01 .cemwl V 02 .English V 03 .Irish V 04 .Frmh V 05 .Italien V 06 .Scottish V 07 -Polish V 08 .Dutch V 09 .Snedish V 10 .Noruegian V 11 .Russim V 12 .Ukrsinim V 13 .Uelsh V 14 .Mcrican-American V 15 .Chicano V 16 .Flericsn V 17 .Pwrto Ricsn V 18 .cllben V 19 Sentral or South American V .6pmish speaking) V 20 .Other Spanish V 21 .Afro-American (Bleck or Negro) V 30 .Amther grap not Listed V 39 .Om't knov

0 YAM 1 60 Housing costs, conditions, l d energy usage, and automobile ownership

7-2

DATA SIZE BEGIN

0 YM8526 1 61 CJmck ltr 111 Ir this the nfermcr person@8 qaestiomaire

U All per- 15 years old ud older

; 0 .not applicable 1 .Yes

V 2 .NO - skip to xc800

D TM8528 1 62 Check ftr 112 Is this hcusing mit l mbile hanz

u Refersnce prMnc V 0 .Yot ~licablc V 1 .Y'eS - 8kip to TM8608 V 2 .llo

D ly8530 163 Check itm 113 Tenure

U Reference persms living in housing unit other then mobile home

V 0 .Not applicable V 1 .oncd or being bought V 2 .Rmted for cash - skip to V .w0658 V 3 .Occrgied without cash psynrnt V - skip to TM8658

"t.tt...tt..~t*.....**.*.*~~....***.*... l CollENT l

l The next 3 fields (it4651532 through l

l 1)(8536) sre prson mabert*) in l

l this harehold for the home omrr(s). l

l In each case the range of answers is: l

l .

l V 0 .Not . legal per6011 rater l

. .or not in vliverse bssed on* t .rcspanse to 1118530 .

l v 101 - 124 .Person n&er .

l v 180 - 199 .Person raSber l

l v 201 - 224 -PerSal nui+er l

l v 280 - 299 .Pa-son NE&r l

'V 301 - 324 .Persm fuxtw l

=v 384-3w.Personrumer .

l v 401 - 424 .Person nurber l

l v 480 - 4w .Peram NldJer .

l V 501 - 524 .Person IX&I&~ .

l v 580 - 599 .Person rultxr .

l v 601 - 624 .Persm rm.atJer .

.V 680 - 699 .Persm ra&er .

q 701 - 724 .Perrm nulber l

q 780- 799 .Persul rater . -*t.t*.tt"....t*.*....**.**.*.*.*.*..*.

OTW8532 3 64 Person -I-

U Refererce prsm living in housing mit other than mbilc bar that is owed or beiw lmught

01*85x 3 67 Person ruber

U Reference persons living in housing wit other than mbile home that is owed or beiw bcught

D TM8536 3 70 Perem nrker

U Reference persons Living in housing &nit other than mbile holae that is owed or being bought

DATA DICTWNARY

DATA SIZE BEGIN

D TN8538 2 73 In tit month ~6 this her prrdmod

U Referwe persona living in housiw mit other thn mbilc her that is amed or being bought

V 00 .NOt qalicable V 01 - 12 .Mmth

D TM8539 4 75 In hat year rusthis her purchased

U Reference prsms living in housing unit other than mbile home that is omed or being bought

V 0000 dot qplicabte v 19OD-1Wl .year

0 TM8540 1w 1s there l martgage, hoarc, wity loan, or other debt on this haac

U Referewe persons living in housing mit other than mobile hw that is owed or being bought

V 0 .Yot applicable V 1 .YCS V 2 .Yo - skip to TM8598

0 TM8542 180 Now uny mortgages, her equity loans, or other debts .re there

U Reference persons living in howing mit other than mobile hoar that her wrtgage, home equity loan. or other debtmit

V 0 - 9 .Yotal nt&er

ttt.*......*.*.ftt.....***.*....*~...~..*~

l CCHMENT .

l The next 9 fields ('1118564 through l

l TI(B592) are related to first nwtgage l

. . . . . . . . ..*..t**..*........*...*.*.**....~

D TM8564 6 81 Ilou uch principal is currently cued on this mortgage (debt)

U Reference persons living in housing mit other than mbile home thar has mortgage, hcce equity loan, or other debt on it (First mortgage)

V 000000 Jot applicable v 1 - 150000 .rotat molmt

0 7118568 c 07 In whet year was this wrtgsge (loan) obtained. (If wrrgege YOS l ssLaed, give the original date of the mortgage)

u Reference persons living in houriw tmit other than mbile hose that has wrtgage, horn equity loan, or other debt on it (First mrtgage)

V OWD .tIot applicable - .skip to TFb5572

i 1901-1991 .Year - skip to TM8572

D TUB569 2 91 In rhat month uas this aortage (loan) obtained

U Reference persons livirq in housing mit other than mbile bane that has mortgage, hune equity loan. or other debt on it (First mrtgsge)

V 00 .Not applicsble V 01 - 12 .Mmth

7-3

SWPlSBD lWlCU MODULE WAVE 4

OATA SIZE BEGIN

0 YMn5R 6 93 Hat uss the -t of the wrtgege (loan) rhen it ues obtained or lest refinewed

U Reference perrm liviw in hasing unit other tlun labile home that has mortgage, hat wity 10~1. or other debt m it (First artgage)

V 000000 .llot ep$?liC&lC Vl- 175WO .1otel -t

0 TM8576 2 w Hat is the total rmber of years over &ich peymmtg are to be n&e

U Reference persms living in heusing cnit orher then mbflc ha that has mortg.s#e, bar pity loan, or other debt on it (First mrtgsgel

V 00 dot wlicable V 01 - w .Yotal nnber of years V -8 dot fixed

D MCI580 4 101 2 Fiat is the current -1 interest rete on thir mrtgage (loen). There we 2 implied decimal pieces

U Reference persons living in housing mit other then labile bane that has mortgage, home cqrity tom, or other debt on it (First lortgege)

V WOO -Not explicable v 300 - 3000 .1nterest rate cpercent1

0 w8584 1 105 18 the interest rate variable, that is, can the rate change over the term of the mrtgege (loan)

U Referme persons living in housing vlit other than mbile hone that has mortgage, hew equity loan, or other debt on it (First mortgage)

V 0 .Not e#icsble V 1 .yes V 2 .No

D TIC3587 1 106 Yes this mortgage dteined through I) FIU or VA mortgsge progren~

U Refermce per*- living in housing mit other then rcbile hcae that has mortgage, her egJity loan, or other debt cm it (First mortgage)

V 0 .Not applicsble V 1 .Ya - FNA V 2 .Yes - VA V 3 .No

D TM6592 1 107 Check item 1% Is there mother tom or mortgege

U Reference prsonc living in housing vii t other than dile hams that has at least tuu mrtgages, hme quity loans, or other debts ~1 it

V 0 .Not applicable V 1 -Yes - skip to lffl566 V 2 Jo - skip to TM8598

DATA SIZE BEGIN

~~tm~eee---*~ l KMENT

.

l The next B fields (TM8566 through l

l Tw1589) WC releted to second .

l martgage or other loan . tt.~t*.~..*...*...*“.**..~*~.~.

0 THB566 1 1W Nom wh principal 1s currently oued m this mortgage (debt)

U Reference persons living in hoairq mit other thn mbilc home that has mortmage, hame qaity 1~. or other debt a-8 it mecad mortgage1

V 0 dot wlicable V 1 .Valuc ccrbined uith TM856&

0 W85M 4 109 In uhst yew uas this mortgage (tom) obtained

U Reference persme living in housing rnit other than acbilc hoac that has mortgage, hme cq.rity tom, or other debt cm it ~Secwd mrtgage)

V WOO .Not ecdicsble - V .skip io ly8571. V 1901-1991 .Yesr - skip to TM8571

0 TM.9571 2 113 In lhst mmth YBS this mortgage (loan) obtain

U Reference persms living in housing vlit other than mbilc bar that has mortgage, hoac equity loan, or other debt on it (Second mortgage)

V 00 .Not .qqalicsble V 01 - 12 .Manth

D TM8574 1 115 Uhat ~8s the -t of the mrtgege uhen it ues obtained or Last refinmced

U Reference persms living in housing vlit other then mbile hme that has mrtgaae, home equity Loan, or other debt on it (Second mortgage)

V 0 .Not a@iceble V 1 .Value cambind with TM8572

D TM8578 2 116 Uhat is the tots1 run&r of yews over which pe-ts are to be rack

U Reference persons Living in housing unit other than aobile hanc that has mrtgage, bane equity tom, or other debt on it &za-d wrtgage)

V 00 .Not wlicrble V 01 - w .Totel nrtxr of years V -8 .Nof fixed

D TM.5582 c 118 2 uhat is the current -1 interest rate on this mortgage (lo&-d There are 2 implied deciml places

U Refermce prrone living in housing wit other then labile hme that has I)rtgage, hcae equity tom, or other debt on it (Second enrtgege)

V WOO .Not appliceble v 300 - 3000 .1nterest rate cprceno

7-4

DATA SIZE BEGIY

D 11111586 1 122 la the interest rate variable, that is, cm the rate change over the term of the mrtgsge (loan)

u Reference prsm living in housing mi t other than mbi Le hew that has mortgage, bar wiry loan, or other debt on it (Second lortgape)

V 0 .Yot qplicable V 1 .ves V 2 .YO

DlMEi589 1 123 Uas this mrtgage obtained through an FW or VA mrtwee prawn

U Reference prsons livirrp in housing unit other than tiilc hw that hsr Iortgaee, bar wity loan, or other debt on it <Second mrtgage)

V V

': AoR0 ~licable

V 2 :r, : :Y V 5 .YO

D 1118594 1 124 Ckck ita 115 Are there 3 or aore mrtgages or- lows on this hone

IJ Reference persons living in housing mit other then Mile ha that has at least 2 mrtgages, hme equity loan, or other debt on it

V 0 Jot a&icable V 1 .yts V 2 .YO - skip to TW59S

0 Tw35% 1 125 IIW rrh principal is currently owed on all the rcnaininp mrtgapes or loans not reported previously

II Reference persons Livirq in housing mit other then mbile hare that has 3 or more mrtgapes or lams on hme

V 0 .Yot a&icable V 1 .Valw carbind with 1118564

D MS598 6 126 Llhat is the current value of this property that is, hou rwh da you think it would sell for m today's mrkct if it were for asle

U Reference persons living in housing mit other than labile hone that is owed or being bight

V WOW0 .Yot ~licablc - V .skip to T&S660 V 3 - 3OOOOO .lotal -t - skip to V .1*8660

D W36W 1 132 Check ita 116 la-we of lobiLe home

U Referefbx persons livitw in lobile ham?

V 0 .Yot ~licable V 1 .Drrd V 2 .Rmted - skip to Ty8658 V 3 Acccgied without cash rent - V .skip to W&58

DATA SIZE SEGIY

D WS610 1 133 Is there l mrtgage, installment loan, contract to purchase, or other debt on this Mile home or site

U Reference persum I&IO om mbile bar

V 0 .YOt afqlicable V 1 .Yes V 2 JO - skip to TM630

D THS612 1 134 Is thin l wrtgsge, contract, or other debt for just the site, or does it also +Ly to this mobile bar

U Reference prrms living in aobile hose that has l mrtgage, installmmt ban, cmtract to p~rchasoc, or other debt on this mbile hme or site

V 0 .Yot applicable V 1 A&Ale bar mly V 2 .Sitc only V 3 -Site md home

D TM8624 5 135 liar uch principal is currently owed on this (thee) mortQase(s)

U Reference persons living in apbile ha that has a mrtgage, installment loan, contract to purchase, or other debt on this anbile hose or site

V 00000 .Yot applicable v 3 - 35000 .1otal -t

0 1118630 5 140 Mu nub do you think this rnbite hone (and site) would sell for today if it uere for sale

U Reference persons who om mbile hone V 00000 Jot ewlicable V 3 - 60000 .Total maxmt - skip to V .lH&%O

D wS658 1 145 Check it- 717 Is this residence in a p&tic housitq project, is it rrrbsidired, or is it neither public nor stiidized

U Reference persons livirq in housing mit or mbile home

V 0 .Yot applicable V 1 .In a public housing project V .- skip to TlWlC V 2 .Subsidiztd - skip to W8714 V 3 .Weither @lit IDW utmidized

D lMS&O 1 146 Do you or anyme in this household osn my (other) real estate, such as a vacation bane or mdevelc+ed lot

U Referme persons living in housiw mit or tiile hcae that is nither public nor subsidized

V 0 .Not spplicable V 1 .YCS V 2 .YO - skip to MS714

7-5

SlPP1RRDlOPlCALYODlJLEWAvE4

DATA SIZE REGIY

on46662 3 167 Hich person in this household is the first outer of this tthese)propertyties)

U Refererxe persons Living in housing tmit or mbile has thst is neither @alis nor s&sidized rd 0~1 other real estate

V ODO .Rot applicable V 101 - 126 .Person rrrPber v l&3- 199 .Person rkaber v 201 - 226 .Pwsonhr v 280 - 299 .Persm nlSdxr v 3Dl - 326 .Per8onrxrbcr v 3w- 399 .Personn&zer V 601 - 626 .Persm nrber V 680 - 699 .Persm mmtm V 501 - 526 .Person nraber v 580 - SW .person mr V 601 - 626 -Person rsmtw V 680 - 699 .Persm nuder V To1 - RC .Persm &r V 7W - 7W .Persm msdxr

D TM&%6 3 150 tiieh person in this household is the second comer of this (these) propertyties)

u Reference persons living in housing mit or mbile her that is neither public nor urbsidired ud OYI other real estate

V 000 .Yot afq7licable v 101 - 126 .Person tui+x v lao- 189 .PCrson fulber v 201 - 226 -Person nut&r v 2RO - 299 .Person Funber v 301 - 326 .Persm nnber v 380. 3w .Persm nutber v 401 - 526 .Persul n&w v 480 - bW .Perscn rrntrr V 501 - 52L .Person n&&or v 5&l - SW .person rut&r v 601 - 624 .Persm lwber V680 - 699 .Person rwber v ml - 726 .persm lnsltzer v 780- 799 .Persal nlm&r

D w%64 6 153 Uh.st is the total value of... qlty in this (these) propertyties)

U Reference persons livirq in housirw mit or mobile hae that is neither public nor stiidited ud om other real estate

V 000000 .#oc rppliceble v3- ZOODDD .1ota1 -t

0 lhR716 1 159 Ooes anyone tn this household on .s car, vm, or truck, exclrdins recrestienal vehictes (w's) snd mtorcyctes

U Refer-e persms living in housing tnit or lobile hrae

V 0 .Yot applicable V 1 .yes V 2 .YO - skip to 7RD77D

D TRD716 2 160 Ilou many cars, trucks. or vans are owned by pntprs of this household

DATA sm REGIY

U Reference persons living in housirp tnit or mbile hen Jlo OYI a car, van, or truck, ucldinR recreatiarsl vehicles m-d Dot0rcyc1es

V 00 dot lpplicsble V 01 - W .Y&w of uxor vehicles

.m".*r*M- "-w-t-- * CatuEUT l

l The next 6 fields ClRD71.5 thrauph l

l Tw8766) we related to rotor vehicle one* l .

l The next 2 fields sre person nrrberw l

l of the -r(c) of the rmst mtor l

l vehicte . . . l v ow .uot l 1eRSl person rs&cr l

l v .oi- not applicable based l

l v .on rerpowe to lMR716 l

l V lO1 - 126 .Persm rwx&r l

l v 160 - 1w .Person nlJl&r l

l v 201 - 22b .person nutwr l

l v 280 - 299 .Pcrron nlm&r l

l V 301 - 324 .Perscn rum&-r l

� v 360- 399 .Person rsntaer . l V 601 - 626 .Persm number . l V 680 - CW .Persm nurkr l

l v 501 - 526 .Persm nbmtxr .

l v 580 - SW .Persul lv.mber . l V 601 - 626 .Person nutber . l V 680 - 699 .Person nudxr .

l v 701 - 726 .Person nurtxr . * v no- 799 .Persm nmber . . ..*.*t*f.**...t**..*.*.**....*.***..~~***.

0 Tffl?lR 3 162 First person nt&er

U Reference persons living in housiw mit Or sobile hme who own s csr, vsn, or truck, excLtiing recreatimal vehicles md motorcycles (Vehicle 1)

D lhD726 3 165 seccrd person nulber

U Reference persms 1ivinR in housintt tmit or snbile hune who OH, a car, van. or truck, excludifq recreational vehicles and motorcycles tvehiclc 1)

D TM.5730 6 168 Uhst is the year of this vehicle

u Reference persons living in housitu mit or webile hoar rho CM s car, vsn, or trutk, excluding recreatiwl vehicles and mtorcycles (Vehicle 0

V 0000 Jot applicable v 1979-IWl .year

D thD756 1 1R Is this vehicle owned free snd clew, or is there stilt money owed on it

U Reference persons living in housirq tmit or aDbile bar who o.m I car, yen, or truck, excluding recrestimal vehicles and motorcycles (Vehicle I)

V 0 .Yot applicable V 1 .nony mled V 2 .Free and clear - skip to TRD766

7-6

DATA SIZL REGIN

0 Tw11760 6 173 Now wch is currently owed for this vehicle

U Referewe persom livirp in housirp wit or mbilc her Iho oyc mney m . csr, van, or truck, excluding recrestionel vehicles nd ~torcyclec (Vehicle 1)

V OOOOOO .Not qqlicsble V 1-999999 .1otal -t

0 1118766 1 179 Check itr fill Is there mother Vehicle tiich has not &en asked mbout

U Referare persons livirq in housirqT mit or pbile bar &IO oue mey on l cer, m, or tnrk, ucludirrp recreetioM1 vehicles md mtorcycles (Vehicle 1)

V 0 Jot *liceble V 1 -la - skip to THBRO for V .vehicle 2 V 2 .No - skip to TM.5770

---..t..**.-....*.*.*......* * mmENT l

l The next 6 fields (TM8720 thrcqh l

l lM8?68) we related to motor vehicle l

l tuo. .

. l

l The next 2 fields sre persm wdxr(s) l

l of oww(s) of the next newest sotor l

l vehicle . l v ooo .Not a ieRa person r&&er* l .or not eppliceblc based l

l .on response to 1118716 l

l v 101 - 124 .Person iudxr . l v l&o- 199 .Person &r . l V 201 - 226 .Persm rater . l v 280 - 299 .Percon nu&ler l

* v 301 - 326 .Person nwber l

l v UIO- 399 .Persm nut-v . l V 601 - 626 .Ptrson nut&r l

l V 660 - 699 .Person nu+zr . l v 501 - 526 .Persm rum&r .

l V 580 - SW .Persm rater .

l V 601 - 626 .Persm nudxr . l V 680 - 699 .Ptrsm fur&r .

l V 701 - RC .Persm nuder . l v no - 799 .Person ramber . . . ..**~...~t.*****.**.***.*.**.....**....

D TM8720 3 180 First person IXR&~

U Reference perscns IivinR in housiw mit or mbilc her aho an e car, van, or truck, excluding recrcstiavl vehicles srd mtorc~les (Vehicle 2)

D TWIR6 3 183 second person lue?er

U Reference prsons livir@ in harsinR wit or tiile her &ho on I UT, yen, or truck, ucludinR recreetiomt vehicles ud motorcycles (Vehicle 2)

D TM8TJ2 6 la6 Uwt is the year of this vehicle

U Reference persons Livirq in housing mit or or nobile hoar &ho own a cer, van, or truck, l xcludira recreatiwvll vehicles erd atorcyclcs (Vehicle 2)

DATA SIZE REGIN

V 0000 .Not ~liceble v 1979-1991 .Ycsr

D TUB756 1 190 Is this wh~cle omed free md clew, or is there still mney owed on it

U Reference persm living In haring mit or mbile hacc uho om s cer, ven, or truck, ucludinp recreatimal vehicles md mtorcycla (Vehicle 2)

V 0 .Not ~licsble V 1 .Ymeyoued V 2 .Free end clear - skip to TMR76R

D TM762 5 191 Hw uch is currently owed for this Vehicle

U Reference persons IivinR in houiw tnit or mbi le bar uho oyc money on l cer, van, or truck, excluding recreations1 Vehicles ud mtorcycles (Vehicle 2)

V 00000 .Not applicable V 1-20000 .Tots1 -t

D TM8768 1 1% Is there mother vehicle which her not been asked about

U Refermce persons Living in housing urit or wile horr who owe smey on e cer, ven, or truck, excluding recreations1 vehicles end mtorcycles (Vehicle 2)

V 0 .Not sppliceble V 1 -Yes - skip to TM8722 for V .vehicle 3 V 2 .No - skip to TM8770

.*ttt*..t*..*.f.*.***.*..**.**~*....~..*.~*

l CCMMENT . l IHE next 5 fields (TIIB722 thrwgh l

l Tw8766) are related to motor l

l vehicle three l

. l

l THE next 2 fields ere person ntmter(s) l

l of the oww(s) of the third neuest l

l mtor vehicle . l .

l v 000 .NOt a Legal person nulber l

l v .or not spplicsble based l

l v .on respnse to 1118716 l

l V 101 - 126 .Persm nu+er . l V 160 - 199 .Person rrJnber l

l V 201 - 226 .Person &r .

l V 280 - 299 .Persca mmber l

l V 301 - 326 .Person rvnkr l

l V 380 - 399 .Pcrsm nudxr .

l V CO1 - 626 .Perscm &r . l v 480 - LW .Pcrcon nuatxr l

l V 501 - 52L .Persm ma&r . l v 5.30 - SW .Person ram&r l

l v 601 - 621 .Person &r l

l V 680 - 699 .Person w&w .

l V 701 - 726 .Person ntmter . l V 780 - 799 .Person ruber l

.t..**..*.~..***t.....**.......~*.****...~.

D Tlw72 3 197 First person nuder

U Reference persons liviw in hcusirq mit or mbile bane uho OH? e csr, ven, or truck, l xcludifw recreational vehicles end motorcycles (Vehicle 3)

7-7

SlPPloDolOPlCALYOOULEWAVE4

DATA SIZE SEGlY

0 TW72a 3 2Do secald prmn rrrtxr

U Referace pr.m Livhq in hcusirq wit or mbilc her tiho can. C.C. VUI, or truck, ucludirt9 mre.tion.1 Vehicle. ud ctorcycla (Vtiiclc 3)

DTNm4 4 203 Uwt is the ycrr of this whicle

IJ Reference person. living in housiw urit or tiile her uho an. c.r, wn, or truck, ucludin9 r.crc.tiaul vehicles md mtorcycl.. (Vehicle 3)

V OOOD Jot .&icsble v lw9-1991 .1e.r

D THWS8 1 207 Is this vehicle owed free ud clear or is there still amey cued cm it

U Reference prsm living in hcusinp wait or tiile bar uho on. c.r, vul, or truck, excluding rureatimnl vehicles n-d motorcycles (Vehicle 3)

V 0 .Yot .+ic.ble V l.Mmeyowed V 2 .Frce md clesr - skip to TM5770

D 11(87&S 5 208 War uch Is currently owed for this vehicle

U Reference persons living in housing mit or mbiLe hone ho owe - on . C.T. VIM, or truck, excluding recresticnel vehicles md mtorcycles (Vehicle 3)

V DOODD .Not qAic.ble V l-2ooclO .1ot.l -t

*tt*t*.**.t.t..t..t~..*~*....******.....*..~

l CawEYl .

l The next 5 fields (1488'170 through l

l TM8778) we possible msyers to the l

l qiebtiot-0: . . .

l Does &ym in this household oun l

l mother kind of vehicle, not used for l

l my kusinss, such .s . toat, mtorcycle* l or recte.tioruL vehicle . l .

l In c.ch c.se the ruvae of mswerf is: l

. .

l v 0 .Yot nsrked as a kind of l

. .vehicle or not applic.ble l l v 1 .M.rked .s . kind of l

. .vehicle . ".t..a*~*..*t...t......*...*..**.....**...

D Tu3Pl 1 213 Motorcycle

U Refermce prsm Living in housirq &nit or labile bar I&O ocn . c.r. vm, or truck, l xcla.diq recre.tioMl vehicles ud mtorcycles

D m&v2 1 214 90.t

U Reference prsms livirq in hcusirq wit or pbilc hoac MO oyn . c.r, YM, or truck, txcludin9 rccreatioml vehicles u-d amt0rcyc1es

DATA SIZE SEGXY

D ma774 1 215 Rccrc.tiorul vehicle (RV)

U Referare prsms liviro in hcusim tnit or mbile horr I*o an. c.r, m, or truck. ucludinp rccreaiarul whicles w-d mtorcyc1es

D TN%% 1 216 Other

U Reference persons liviw in housing mit or mbilc ham uho om . cm, "n, or truck, ucludin9 rccrestical vehicles wd ~torcycles

D Titana 1 217 No othsr Vehicle owed - skip to XULOO

U Referace prsons living in humin cnit or mbile hole Lno om . c.r, vn, or truck, excluding recre.tion.1 vebiclts m-d DtorcVcles

..m..*ttt.*..*....tt~...e-.~-.*

l CcwEYT l

l The next 6 fields CTSB7RO throwh l

l Tll&3ClO) *re related to motor vehicle l

*one l

. . . . . ..t.**...t..t..**.**..*....~*...*...*

�**..***..t.***.t..~.**.*~*.*.*.****.*.*.*

l CUNIEYT .

l The next 2 fields we prwm nr&r(s) l

l for motor vehicle owner(s) . .***~...t....tt...*t~.....*..*"~.~..~**

D TNe.780 3 218 First person rubber

U Reference persons livirq in hosing &nit or wbile hone who oun mother kind of vehicle, not used for ny business, such .s . mtorcycle. boat or IV (Vehicle 1)

V 000 .NOt II legal person mr or V .not applicable based on V .response to TM877U thragh V .wa776 v 101 - 124 .Persori nulter V 160 - 199 .Persm udxr v 201 - 224 .Persal ran&r v 2&l- 299 .Persm ruter V 301 - 324 .Pccton ntmtxr v 380 - 399 .Persm rutJer v 401 - C26 .Pcrson rrmber V 480 - CW .Persm runber v 501 - 524 .Person nlmtler V 580 - SW .Persm ra&er v 601 - 624 .Perrm nurber v 680 - 699 .Persoil ruder v 701 - 724 .PWSrn rulter v 7&l - 7w .Ptr*on nuder

D TM8784 3 221 sccord person nur&r

U Referewe prsms living in haLEin &nit or r&ile her rho on Mother kind of vehicle, rY)t used for vr/ kuciness. such .s . motorcycle, bo.t or RV (Vehicle 1)

V DDD .not . lq.1 person &r or V .not.pplicable based m response V .to nrB77D thrarph TM8778 v 101 - 124 .Person &r v 180 - 199 .Person N&er V 201 - 221 .Persm nrher v 260 - 299 *Persal fulber V 301 - 324 .Person mr v 3ao - 399 .Person mr

7-8

MTA DlCllONARY

DATA SIZE REGIY

v 401 - 624 .Pcrsm nrber v 480 - LW .Persm Ills&r v 501 - 524 .Persm rum&r v 580- SW .PWun tuc&r v 601 - 621 .Persal ludxr v 680 - 699 .Pcrson ImJrber v ml - 724 .Pm-sul nrber v 780 - 799 .Parson Isher

D TM8768 5 224 tf this chicle were sold, ti.t would it sell for in its present condition

U Reference per- livirq in hourin tnit or mobile her Iho an mother kind of Vehicle, mt urd for my kusinss, wrh .s . mtorcycl., bo.t or RV (Vehicle 0

V IlOODO .Not qzqliable v 3- Zoo00 .Tot.l munt

0 TM8792 1229 Is thi. vehicle omed fre!e md clear or is there atill mmey owed on it

U Reference prsm living in hcusin9 mit or mbilc her rho on mother kind of vehicle, not used for my b#sinss, such as a mtorcycle, boa or RV (Vehicle 1)

V 0 .Not qzplicsble V 1 .Nontyoed V 2 .Free md clear - skip to TM8800

D TM6796 5 230 now wh is currently owed for this vehicle

u RefereKe persons living in hcusin9 tmit or mobile hoar uho owe amey m mother kind of vehicle, mt used for uly kusiness, wch .s . I)torcycIe, tat or RV (Vehicle 1)

V 00000 .Not applicsble v 3- 25000 .Totsl -t

D TNWDO 1 235 Check itea T18 Are there my other vehicles which hew not been .rked .bwt

U Reference persons living in housing mit or labile ha rho owe amey on mother kind of vehicle, not used for my business, such .s . motorcycle, beat or IV

V 0 .Not wlicable V 1 .Yes - skip to TI4878.2 V 2 .No - skip to SC4800

~~......~.......~......~~~.~....~..

l CCWENT .

9 The next 5 fields (TlbS782 thraqh l

l TBS.798) .re rel.ted to cotor vehicle l

l two l

~*.t.tt~~t��*Ht*t.*..*~.*.....*~.~*

-Ht..- ~.*~tttt...*.*...*.....*.

l WENT .

l The next 2 fields .re person ram&r(r)* l for rotor vehicle cwer(s) . Htt.tt..."*...t....**.**.*.........*....

D TM8782 3 236 First person tluher

U Referwce prsw livirq in housing mit or mobile ha &ho ohm mother kind of vehicle, not ured for uly business, such LS a mtorcycle, boat or RV (Vehicle 2)

V 000 .Not . le9.1 persm nu+er or

DATA SIZE REGIN

V .not qpliuble b.sed on rup0n.e

i 101 .to TM770 thraph TM778

- 124 .Per.on IlulRaer v tw- 199 .Ptrson nrber v 201 - UC .PCPson IxEtJer v 28D - 299 .Persal &r v Ml - 324 .Persm ra&er V 3W - 399 .Person nwtw v 401 - b24 .person nrber V&4 - cw .persm antJrr v 501 - 524 .Person lultler v 580 - SW .Person fudxr v 601 - 624 .Persm mmber v 680- 699 .Persm rwber v ml - 721 .Person IulRaer v 780- 7W .Persm tuber

D TM8786 3 239 Seed prsm llmter

U Reference prsms LivirQ in harPin wit or lobile her uho M mother kind of vehicle, not used for my hriness, such .s . mtorcyclc. bat or RV (Vehicle 2)

V ODO .Not . le9.l person NM&~ Or V .not .p#ic.ble bs6.d on rcrpavc V .to 1118770 throu9h TM8778 v 101 - 124 .Pcrson nmber v 180 - 199 .Persm er v 201 - 224 .Persm nwber v 20D- 299 .Persm nraber v 301 - 32& .Person nu!&r v 380 - 399 .Person nunber v co1 - b24 .Perswl t.uaber v 480 - 499 .Persul rultxr v 501 - 524 .Person ludxr v 580- SW .Pcrsm Mber v 601 - 624 .Person Nnter v 680 - 699 .Person lumber v 701 - 724 .Person nnber v 780 - 799 .Persul nu+er

D TM8790 5 242 If this vehicle were sold, lhst uculd it sell for in its present cot-diction

U Reference persons living in hagin mit or mbile bane who own mother kind of vehicle. not used for MY business, such (1s II mtorcyclc, host or RV (Vehicle 2)

V 00000 .Not applicable v 3 - 20000 .Total -t

0 TUE.794 1 247 Is thir vehicle oned free ud clew or I. there still umey oued on it

U Reference persmg living in howin mit OF mobile her uho om mother kind of vehic\e, rot used for wy business, such .s . mtorcycle, bo.t or RV (Vehicle 2)

V 0 .Not qzplicsble V 1 .)lmeyoued V 2 .Free ud clear - .kip to SC4800

D TM8798 5 246 Ilou much is currently owed for this vehicle

u Reference persons livirq in housiw vlit or mcbilc hcae rho om mother kind of vehicle, not used for any business, swh as a motorcycle, bxt or RV (Vehicle 2)

V 00000 .Not applicable - skip to SC4800 v 3 - 10000 .Tot.l -t - skip to SC&300

7-9

SiPP lW0 TOPKXL MODULE WAVE 4

DATA SIZE BEGIN

DlHCARVAl 5 253 Present c.r v.lue(S> Range= WJO:l&JW

DTMCARVAZ 5 258 Pr.sent "r Wlue(S) R.nge=(XKl:lSODO)

0 TWARVU 5 263 Present c.r V.lue(S) R.n@ = C!iW:lWD@

P*Hm.Ht...****..

l tlwsehold r.c& of ..sets .nd . l li.bilftfea l

-IN*...*.*..�*.*

0 WI-MDRTG 9 268 Tot.1 ckbt owed on hone For . mbile hap: IIH-MtTG-TM624 For not . mbile hqe: tot.1 -t of first r0rtpsgeW4S564) , secod aortg.ge(TNS566), md ~11 other mortgages or equity loms(TMSS96)

D WI-THEO 10 2TI Ha quity

D Ill-VEWCL 10 267 Net equity in vehicles

D WI-SEP 10 297 Business wity

D HII-INTSK 9 307 Interest earning, .ssets held in benking institutims

D till-IYTOT 9 316 Interest l .rning, .ssets held in other institutions

D HH-STK 10 325 Equity in stwks .nd NW.1 fmd shares

D MI-ORE 10 335 Real tst.te (other thm 0~1 home) e@ty in rent.1 properties srd other rest est.te

D IllI-DlASl 9 9.5 Other .ssets Tot.1 of wxtgages held, money owed for sale of business, U.S. swings bonds, checking uxants, md other interest c.ming YSCf‘

D WI-IRA 6 3% IRA ud KEWH ucomts

D WW-TULTW 10 360 lot.1 household ue.ith Tot.1 of IIH-THEO, WlWEHCL, MI-SEC, WI-INTBX, Ml-INTOT, IIH-STK. W-ORE, IIW-OTAST, rd MI-IRA

D WH-SCDST 9 370 secured debt

D WV-USDST 9 379 Unsecured debt

DATA SIZE LGlN

D NH-DEBT 9 3SS Tot.1 debt

D WI-TNU 10 397 Tot.1 net worth Tot.1 w.lth q irus tot.1 mucured d&t

0 WI-ATE01 1 LO7 Hcusehold .sset SWry There .re 19 fields, defined .s follows:

V 1 .ISS cc& 100 - swings accmnts V 2 .ISS cc& 101 - u+wy rrket V .accomts V 3 .ISS cede 102 - cwtific*tes of V .&posit V b .lSS code103 - NW .cCMts V 5 .ISS code 104 - -y urkct V .fvdr V 6 .ISS code 105 - U.S. Cove-t V .securities V 7 .I.SS code 106 - unicipl or V .corpor.te bends V 8 .ISS code 107 - other interest V .esming .ssets V 9 .ISS code 110 - .tocks or NW.1 V V V V V V V V V V V V V

.fti 10 .lSS code 320 - rat.1 DrODertv 11 .lSS cc& 130 - IDrtg.&s . ' 12 .ISS code 140 - royalties 13 .lSS code 150 - other finmci.1

.investsD?nts 14 .Self-arployed owm business 15 .Sele of business or property 16 .Checking l ccomts u/o interest 17 .U. 5. Swings bond (E. EE) ia .IR), aCC-ts 19 .KEDGH .ccantS 20 .Rea\ l st.te

l . ..tt..t.....t.....*...*.*.*.~...**.*.**.*

l lhe possible msner fields we: l

l v 0 .Not wliceble or no l

l v 1 .Yes . . . ..*..t*....*..t.t....~*....**..*.~*..*.**.

tt*.*..~*t..t*..t.*.....*.....******...*.*. l CCWIENT .

l Inplt.tim flag for household . l the possible wswers we: .

* v 0 .Not inputed .

l v 1 .Iq⌧ad .

..t**.*....*...*...~*......*.***...**..*..*

D WH-ATSO 1 Co8 Hcusehold .sset .um.ry There .re 19 fields, defined .s follws:

V 1 .ISS code 100 - swings .cccunts V 2 .lSS code 101 - - rsrket V V V ” V V V V V V V V V

..cColmts 3 -1% cede 102 - certific.tes of

.deposit 4 .lSS code 103 - NW acCMt* 5 .ISS cods lC4 - -y mrkct

.fmds 6 .ISS code 105 - U.S. Cover-t

.securities 7 .ISS code 106 - rnicip.1 or

.corpor.te bonds 8 .ISS code 107 - other interest

.c.ming .ssets 9 .lSS code 110 - stocks or artual

V .fw& V 10 .ISS code 120 - rent.1 property V 11 .lSS code 130 - mortgages

7-10

DATA DIcnDNARY

12 .ISS code 140 - rcyalties 13 .ISS code 150 - other finmciai

. Ilwe*tmmts 14 self-rployed outs kusinfs 15 .Sale of business or property 16 .CheckiraS accumts w/o interest 17 .U. S. Savln~s bu-d (E, EEI la .IkA YCoultE 19 .KEaxl uCoults 20 .R*aI estate

l The possible mswer fields .I??: .

l v 0 .not ~licable or no - l v 1 .ves

.

~--H.*~***.~**�..

~�~*t*.t.�...~*..****

l CCWEYT l

l Iqutatim flag for household .

l the possible answers Are: l

l v 0 .Yot irprted .

l v 1 .Iqxxed . "~.t~~t*..*....~~~*..*...**.....~..*.*

D nn-Also3 1 409 narsehold ssset s-ry. There are 19 fields, defined ss follows:

V 1 .ISS cede 100 - ravings l ccunts V 2 .ISS code 101 - mney msrkct V .uCMts V 3 .ISS code 102 - certificates of V .deposit V 4 .ISS code 103 - You accunts V 5 .ISS code 104 - money market V .fmds V 6 .ISS code 105 - U.S. Governnent V .securities V 7 .Iss code 106 - nnicipnl or V .corprate ba-ds V 8 .ISS code 107 - other interest V .esming assets V 9 .lss code 110 - stocks or utual V .fwds V 10 .tss ccck 120 - rental property V 11 .ISS code 130 - MortSeSes V 12 .IsS code 140 - royalties V 13 .ISS c& 150 - other financial V .investaents V 14 .SeIf-enployedwns kusinss V 15 .SaLe of tusinss or property V 16 -CheckinS accwmts Y/O interest V 17 .U. 5. Swings bwd (E, EE) V 18 .IRA accumt* V 19 .KEocn ucolnts V 20 .RUL estate

~*...t....~..~.tt*t**.**.***.........

l The possible mswer fields are: l

l v 0 .Yot awlicable or no l

l v 1 .Ye3 . et...- . ..t.t.*~*.*..t...*....*...

~~..ttttHt..*."...."*.~*....**......

l DZMEYT .

l Ilpltatim flap for household .

l the possible mowers are: .

* v 0 hot inputed .

l v 1 .Iqxned . ~.......tt....*...******...**............

DATA s12E BEGIN

D WI-AlSO4 1 410 Sarahold asset sraury. There are 19 fields, defined u follouc:

V 1 .ISS c&100 - swings ecomts V 2 .ISS co&z 101 - -y vrket V .ucan-lts V 3 .ISS code 102 - certificates of V .depos~t V 4 .ISS code 103 - NW Kcolmts V 5 .ISS code 104 - mwy vrket V .fmds V 6 .ISS co& 105 - U.S. Gove-t V .securities V 7 .ISS code 106 - micipsl or V .corporate bonis V 8 .ISS cc& 107 - other intercct V .taming l ssets V 9 .ISS code 110 - stocks or utwl V .fvdr V 10 .ISS code 120 - rentaL property V 11 .lSS code 130 - ~rtgs9es V 12 .ISS code 140 - royalties V 13 .Iss code 150 - other fimncial V .investnents V 14 -self-raptoyed owns business V 15 .Sale of business or property V 16 .Checking accents Y/O interest V 17 .lJ. S. Ssvinps bmd <E, EE) V 10 .IRA accu.mts V 19 .KEOGY sctou'tts V 20 .ueet estate

l ..t..*.*.*.*t*..*tt**......*...............

l The possible answer fields are: l

l v 0 Jot applicable or no l

l v 1 .YCI . .*.......**.t...t**.......*...**.....*...~**

..**..*.....t...tttt...~~**....*..***.**".

l CaYlENT .

l Inputatim flsp for household .

l the possible answers are: .

l v 0 .Not imuted .

l v 1.1nputeb t . . ..t........*.*.****......*****......*....

D IIH-AT.505 1 411 llcusehold asset sunnary. There are 19 fields, defined ss follows:

V 1 .ISS code 100 - savinos accomts V 2 .ISS code 101 - rney mrkct V .XCOUXS V 3 .ISS code 102 - certificates of V -deposit V 4 .ISS cede 103 - YCU acccults V 5 .ISS code 104 - -y warket V .fvds V 6 .ISS code 105 - U.S. toverment V .securities V 7 -1% code 106 - wicipal or V .corporate bor& V II .ISS code 107 - other interest V .eaminp assets V 9 .ISS code 110 - stocks or lutual V .fw& V 10 .lSS cc& 120 - rents1 praprty V 11 .ISS code 130 - Rortgages V 12 -15s code 140 - royalties V 13 .Iss code 150 - other finsncisl V .imertamts V 14 .self-arployed mm6 kusiness V 15 .sale of business or proprty V 16 .Checkirg accosts Y/O interest V 17 .U. 5. Ssvinw bond <E, EE)

7-11

WPlOSDlOPlCU YoDuLEWAvE4

DATA SIZE BECIY

V 18 .IRA .cc(IIIt.

i 19 .KEWH tccamts 20 .I..1 "t.t.

~~-.mt~*,.et.

l The possible ensuer fields we: l

l v 0 Jot ~licabl. or no l

l v 1 .v.s .

mmt- -mm~-�r**.

-�-mtt-~**.*~

l CCWEYT .

l Iqutation f1.S for howebold .

. the por.ibl. ua.u.r. we: l

l v 0 .Yot i-ted l

l v 1.1qut.d . --m-e . . . . . . ttt..~.....

D WI-ATSO 1 412

V V V V V V V V V V V V V V V V V V V V V V V V V V V V

Wousehold tsset sumwry. There .re 19 fields, defined IS follws:

1 .ISS code 100 - swings l ccomts 2 .ISS cod. 101 - rney rsrket

. tccunts 3 .ISS cede 102 - certificates of

.depxit 4 .ISS cod. 103 - YW .cCoults 5 .ISS code 104 - -y market

.fmd. 6 .ISS cod. 105 - U.S. Govermmt

.securities 7 .ISS code 106 - rnicipal or

.corpor.te bud.5 8 .ISS cod. 107 - other interest

. ..minS sssets 9 .ISS cod. 110 - stocks or artu.1

.fvds 10 .ISS cod. 120 - rmtal property 11 .ISS cod. 130 - llDrtSsS.5 12 .ISS code 140 - roy.1ri.s 13 .ISS cod. 150 - other finmci.1

.inwstmts 14 .Self-rployed ems kusinss 15 .Sele of business or property 16 .ChcckinR l ccomts ufo interest 17 .U. S. Ssvirgs bond (E, EE) ia .IRA SC-t6 19.KEDcH KCMts 20 .&.I nt.t.

H.......t.*..t”....*..*...**.....*........

l The possible answer fields we: .

l v 0 .Yot qzpliceble or no l

l v 1 .Y.S . .t.tt.".tm..e........t*..................

-...tt.~.Htt..*...~*..*...***..*.... l CC.MEYT . l Ilpltatim f1.S for household l

. the possible ensuer. we: . l v 0 .not iqz4☺t.d

.

l v 1.1qalt.d . -..t.."~*t..t.*.~.*.*..*..*..*..*..

D WI-ATSO 1 413 Hcnsthold tsset susmry. There .r. 19 fields, defined as follows:

V 1 .ISS cc& 100 - swing. eccomts V 2 .ISS cod. 101 - money aarket V ..cCMts V 3 .ISS cod. 102 - certificates of V .deposit V 4 .ISS cod. 103 - NW .ccolmts V 5 .ISS cod. 104 - mc.-~.y aarket

DATA SIZE REGIY

V V V V V V V V V V V V V V V V V V V V V

.fwd. 6.IS.5 cod.105 - U.S.Sov.-t

.*.curiti.s 7 .ISS cede 106 - rnicipl or

.COrPor.tC bwda a .ISs~ccd. 107 - other intcrrt

.Urni~ tssets 9 .tss code 110 - l tock. or utu.1

.fu& 10 .ISS cod. 120 - rent.1 property 11 .ISS sode 130 - mrtS.!J.s 12 .ISS code 140 - royeltin 13 .ISS cod. 150 - other flnmcI.1

. hwsuats 14 .S.lf-rp1oy.d owl. buiness 15 .Ssl. of bueinee. OP property 16 .Checking rcowts u/o interest 17 .U. S. Swings bond CE, EE) ia .IRA =cat. 19 .KEDCH eccomt. 20 .RWl .st*t.

.***.*.tt..~..*t..t..*~.*.**..~~** l The possible ensuer fields WC: l

l v 0 .Yot .pplicsbl. or no l

l v 1 .Y.S . .***..t...*.t*.*.t*..*....**.....*."."*...

H...,t...*tt*.*.....*..*.**....**.*..~**~

l CWIEYT .

l Irpltetion f1.R for hcusehold l

l the possible ensuers sre: l

l v 0 ☺ot ilprttd l

l v 1.1aplt.d . ~.*.****..t*t..tt*.**....***.**~..*....*~*

D Hli-ATSC-3 1 414 llousdold asset suanary. There we 19 fields, defined . . follous:

V 1 .ISS code 100 - swings eccobnts V 2 .ISS cod. 101 - llyy rrket V ..CCoulfS V 3 .ISS cod. 102 - certificstcs of V V V V V V V V V V V V V V V V V V V V V V V V

.deposit 4 .ISS cod. 103 - NW MCants 5 .ISS co& 104 - mney lrarket

.fmds 6 .ISS cod. 105 - U.S. Coverrnent

.securiti.s 7 .ISS cod. 106 - nnnicip.1 or

.corprste hods 0 .ISS code 107 - other interest

.e.rniw .s*.ts 9 .ISS cod. 110 - stocks or utusl

.fu-d. 10 .ISS cod. 120 - rat.1 property 11 .ISS cod. 130 - IDrtgeg.. 12 .ISS co& 140 - roy.1ti.r 13 .ISS side 150 - other finvui.1

.investmtc 14 .Self-aployed om3 tuciness 15 .Ssl. of hrime or proprty 16 .Checking eccomts u/o interest 17 .U. S. Savirq. bard (E, EE) 16 .IRA eccunt. 19 .KEDCH .cco&nts 20 .Reel crtet.

t..**.*.**....t**.**..*.***.*.****.**~..~ l The possible msycr fields sre: .

l v 0 .Yot ~licebl. or no l

l v 1 .Y.S . . . ..*.*..t*.......*..******...*.~.**.**~.~**

7-12

DATA SIZE BEGIN

l CDMENT .

. Iwtrtion f1.R for bauschold .

l the pwriblr mw.r. we: .

l v 0 .not iqutsd l

l v 1.1qut.d . ~".~.~"......"......"...

D UU-ATSO 1 415 tl.u..hold . ..et .-ry There WC 19 field., d.find as follows:

V 1 .IsS cc& 100 - .svings .ccw.mts V 2 .ISS cod. 101 - mm.y rrket V .accuntc V 5 .ISS cad. 102 - ccrtific.t.. of V .depofit V 4 .lSS code 103 - NW tccolmts V 5 .ISS cod. 104 - mn.y mrket V .fti V 6 .ISS code 105 - U.S. Governu?nt V .wcurities V 7 .ISS code 106 - rnicipel or V .corporate bu-ds V 8 .ISS cod. 107 - other interest V . ..ming *fstts V 9 .ISS cod. 110 - stocks or rrtu.1 V .fuuis V 10 .ISS code 120 - rents1 propwty V 11 .ISS code 130 - mrtpages V 12 .ISS cod. 140 - royalties V 13 .ISS cod. 150 - other finfancial V .investaents V 14 .Self-arploycd ova tusinss V 15 .$.I* of busins. or propwry V 16 .CheckinS .ccow&s u/o interest V 17 .U. 5. Swings bond (E, EE) V 10 .IRA .cccu-lts V 19 .KEDCH .cccuXs V 20 .Reel estate

"**."..t*t*.**..............**............

l The pJcrible uwec fields we: .

l v 0 .Not ~licsble or no l

l v 1 .Y.S . l ttt~t.....t..tt...***.*....*.*...........

.t*.t..t...~...tt.**..****.............**

l CWEYT .

l Iqwtttion fltg for household l

l The pofsiblc mw.rs we: .

l v 0 .Not irquted .

l v 1.1lprt.d . l .�.�......t.....t.......*.......*.......

D tWAlSl0 1 416 War.hold ..set .rrrmury There .re 19 fields, dcfiru?d .S follows:

V 1 .ISS code 100 - rwings tccountb V 2 .ISS cade 101 - mey Mrket V ..ccOIClts V 3 .ISS cod. 102 - certific.tes of V .depo+it V 4 .ISS cod. 103 - NW .ccol.lts V 5 .ISS cod. 1W - -y mrket V .fvdr V 6 .ISS cod. 105 - U.S. tovtrmxnt V .sccurities V 7 .ISS cod. 106 - nmicipsl or V .corpor.te bonds V 8 .ISS ccd. 107 - other interest V .earning tsstts

DATA DKzllDuhuY

DATA S12E REGIN

V 9 .ISS cod. 110 - l tock. or au.1 V V V V V V V V V V V V V

.flrd. 10 .ISS code 120 - Pmt.1 DrQDCftY 11 .ISS co& 130 - mrtR.& . . 12 .ISS code 140 - roy.1ti.s 13 .ISS co& 150 - other fimcitl

.hwstmts 14 .klf-ep1oy.d oux buinccs 15 .&It of busim. w proprty 16 Xhcckinp .ccouXs Y/Q inttr..t 17 .U. 5. Swims bard (E, EE) 18 .IRA .ccoults 19 JEffin .cCMtC 20 .Rul l sttt.

.t.““.~-**tt..t*““..t..-~.

l The pocciblc u&sver fields WC: . l v 0 .Not qplic.ble or m l

l v 1 .Y.s . ~t*"."t***.tt..*.*t*.*"...~.-~

"...".t."*.*t.*...*......"~...".."*

l CCWENT l

* Irprtation flag for household .

l the possible MW.PS we: l

l v 0 .Not irprted . l v 1.1aprt.d l

.~t.*t...t**.**.t..**...***�***...**~~*..*

D Ml-ATSll 1 417 Hcus.hold asset runnwy. lhere we 19 fields, defined .s follows:

V V V V V V V V V V V V V V V V V V V V V V V V V V V V

:

3

4 5

6

7

8

9

10 11 12 13

14 15 16 17 ia 19 20

.ISS code lb0 - uvings .ccats

.ISS code 101 - "ny lsrket

..tcOU)ts

.ISS cod.2 102 - certificates of

.deposit

.ISS cod. 103 - NW tccolmts

.lSS code 104 - mm.y swket

.fu-&

.ISS code 105 - U.S. cov.rnnmt

.securities

.ISS code 106 - Micip.1 or

.corporste bonds

.ISS co& 107 - other interest

.earning tsstts

.ISS co& 110 - stocks or utu.1

.fu-d.s

.ISS ccd. 120 - rent.1 DFoDLvW

.ISS cod. 130 - ~rtS.&s '

.ISS code 140 - roy.ltics

.ISS code 150 - other firunci.1

.invtstnmts

.Self-anp1oy.d owe businch

.S.le of businsr or proprty -Checking &xantf Y/O interest .U. 5. Swings bond (E, EE) .IRA .ccolnts .KEOCll tccants .Resl l stste

.t....t**.*.tt..t.t***.**...*.*.”*...~*****

l The possible .nsycr fields WC: .

l v 0 .Not spplic.blc or no l

l v 1 .Ycs l

.t..t........*.***tt..*.***..*****.*�*��.

.*.***t~******.t*.t***..****.*..*.�..***�

l CaYlENT .

l Illputttion flag for housdold l

l the possible .ns~ers sre: .

l v 0 .Not inuacd .

l v 1.1aprt.L . .***.......**t*....**..**..*...*....****."

7-13

mPP1moTDPlcAL uoDllLEwNE4

DATA SIZE REGIN

0 lItI-AlSlZ 1 cm

V V V V V V V V V V V V V V V V V V V V V V V V V V V V

Ii&old .c&&mmsry. Yhtrt trt 19 field., defined . . follow:

1 .ISS codr 100 - uvinps mxomtf 2 .ISS CC& 101 - mey msrket

.YCMts 3 .ISS cod. 102 - certific.tes of

.-it 4 .ISS cod. 103 - NW .CCMts 5 .ISS cod. 104 - - arket

.fulds 6 .ISS cod. 105 - U.S. Gov.rr*mr

.s.curftks 7 .ISS cod. 106 - amicip.1 or

.corpor.t. ba-ds 8 .ISS code 107 - other intcrnt

.caming b.stts 9 .ISS cod. 110 - stocks or utwl

.fmd. 10 .ISS cod. 120 - rcntst prop.rty 11 .ISS ccd. 130 - mortRsS.s 12 .ISS cod. 140 - roy.Ities 13 .ISS cod. 150 - other finmcisl

.inv.stmnts 14 .S.lf-caployedow business 15 .Ssle of busins. or propwty 16 .Chccking wxxnmtr w/o interest 17 .U. 5. S.vings bad (E, EE) 1R .IRA .ctunts 19 .KEffitI tccats 20 .uest .st.t.

““..t*~.tt.*......**...***..**........** l The pwriblc mxsycr fields we: l

l v 0 .Not qqlic.ble or no l

l v 1 .Y.s . "..*ttC..tt.t.t.....******...........*.....

"*.."*..*...t.t..*..*......*..**..*...... l COllllENT .

l Ilput.tim fltp for household l

l The powiblc msww. .r.: . l v 0 .Not ilyuted . l v 1 .1lputcd l

. . ..t....t*........*...*.*...*..*.......*..

D IllI-Al513 1 419 Wcuschold .aset scaasry Thart we 19 fields, defined .s follows:

V 1 .ISS cod. 100 - uvirqs tcc~fs V 2 .ISS code 101 - noncy mrktt V ..cCMtS V 3 .ISS cod. 102 - certificstes of V .ckposit V 4 .ISS code 103 - NW accamts V 5 .ISS code 104 - mey rarket V .flmds V 6 .ISS cod. 105 - U.S. coverrmt V ..ecurities V 7 .ISS code 106 - rnicipal or V .corpor.tc bmds V 8 .ISS code 107 - other interest V .c.ming **sets V 9 .ISS code 110 - stocks or utu.1 V .fw& V 10 .ISS code 120 - rantsI prop.rty V 11 .ISS cc& 130 - mrtga*es V 12 .ISS code 140 - royalties V 13 .ISS code 150 - other financial V .investats V 14 .Self-arp1oy.d owns kusines V 15 .Sele of tasiness or proprty V 16 .Checking wcoues Y/O interest

DATA SIZE RECIN

V 17 .U. S. &vingr bmd (E, EE) v 18 .IaA tccolmts V 19 .KEffili .ccoults V 20 .RuI "t.t.

t.."m+mm+r"mt. tettet--"-

l The possible -yer field. we: l

l v 0 .Yot qplictble or no l

l v 1 .Y.s .

. . . . . ..m+...rn� -toe.--.

.�atct-...m

l CUMENT .

. Ilprt.tim fltR for bow&old l

l the mibl. axycrc .P.: .

l v 0 .Not iquttd .

l v 1.1lplt.d . ..*....~t."*..****....~*~.*.".*.~

D WH-AX14 1 420

V V V V V V V V V V V V V V V V V V V V V V V V V V V V

tIca.hold .r.et .wm.ry There trt 19 fields, defined .L follous:

1 .ISS cod. 100 - cevinw .ccomts 2 .ISS co& 101 - mm.y mrket

.aCCMtf 3 .ISS cod. 102 - certific.t.c of

.d.posit 4 .ISS code 103 - NW .ccO(nts 5 .ISS cod. 104 - mn.y market

.fu-& 6 .ISS code 105 - U.S. Covwruent

.securities 7 .ISS cod. 106 - rnicipal or

.corpor.tc bards II .ISS code 107 - other interest

awning sssets 9 .ISS cc& 110 - stocks or llvtu.1

.fwlds 10 .ISS cod. 120 - rent.1 prqwrty 11 .ISS cod. 130 - nort0aS.s 12 .ISS cod. 140 - roy.1ti.s 13 .ISS cod. 150 - other finsxisl

.investmts 14 .Self-agl0y.d ow-6 tusinss 15 .Sele of bainss or property 16 .Checkirra .ccomts Y/O interest 17 .U. S. Savings bond (E, EE) 1.5 .IRA ucQC)ts 19 .KEOGW .cc-ts 20 .Re.l estate

..*.ttt*....*.*.*t~*********..*.**.**.~***”

l The possible .n.wer fields we: .

l v 0 .Not qzplic.blc or m l

l v 1 .Y.s . . ..t...**.t~.*.....*.........*..~..*"...***

. . . . . . . . . . . . ..~~.~...~~..".~.~~.~.~.....~~

l l⌧muEY1 .

l Irputarim fleg for household .

l the possible .nsycrs srt: .

l v 0 .Not ipputcd l

l v 1.1qwt.d . t.t***..t..**t...*.*.**.*.,."....***.*.***

D Nll-Al515 1 421 IIcus.hold .ss.t rumnary. lhere rre 19 fields, defined .s follow:

V 1 .ISS cod. 100 - raviniw .cccants V 2 .ISS code 101 - aney aarket V ..CCMfS V 3 .ISS cod. 102 - certific.tcs of V .d.posit V 4 .ISS cc& 103 - NW .ccats

7-14

MTA DlcnoNARY

DATA

V V V V V V V V V V V V V V V V V V V V V V

SIZE 6EelY

5 .lES code 104 - rncy mrtet .fvdr

6 .IES code 105 - U.S. Sovertumt .suurities

7 .ISS code 106 - rnicipel or .corporatc bards

6 .ISS code 107 - other interest .eaming assets

9 .ISS code 110 - stocks or utual .fmds

10 .ISS code 120 - rental proprty 11 .Iss cd 130 - mortOages 12 .ISS code 140 - royalties 13 .ISS code 150 - other finencial

.1lwestments 14 -Self-aaployed ems business 15 -Sale of business or prqzerty 16 .Checking ucomts Y/O interest 17 .U. S. Swings bond CE, EE) 16 .IRA ucamts 19 .KEoGY Kcotnts 20 -Real estate

. . . ..r*.r- l �****.........*.......***.**

l The possible answer fields are: .

l v 0 .Not applicable or no l

l v 1 .vcs . .."...*...."t..........**........*.....*..

. . . . . . . ..-......t*..*.*.**.*."...*.*...

l WENT .

l lqzutatim flag for hcusehold .

l the possible ansuers are: l

l v 0 .Not iqaxed .

l v 1 .llQmted . . ..*t....t.."....**..*.....*.*...*..*.....

D HII-ATS16 1 422 Household asset rumwry. There are 19 fields, defined as follows:

V 1 .lSS code 100 - savings ucomts V 2 .ISS cc& 101 - rney market V .acCcints V 3 .ISS cc& 102 - certificates of V .depsit V 4 .lSS code 103 - NW aCcoults V 5 .ISS code 104 - -y market V .fulds V 6 .ISS code 105 - U.S. tovermt V .mcurities V 7 .lSS code 106 - mnicipsl or V .corporate bonds V 6 .ISS code 107 - other interest V .esming assets V 9 .ISS cock? 110 - stocks or mutual V .fmds V 10 .ISS code 120 - rentel property V 11 .ISS code 130 - mort&mges V 12 .lSS code 140 - royalties V 13 .lSS code 150 - other financial V .irwtstmts V 14 -Self--toyed cams business V 15 .SaLe of buriness or property V 16 .Checking accosts u/o interest V 17 .U. S. Savit-es bond (E. EE) V 16 .IAA accmnts V 19 .KEocn .ccoults V 20 .Real estate

. . . ..**...**t...."...........****..........

l The possible ansuer fields are: l

l v 0 .Not sppliceble or t-m l

l v 1 .Yes .

DATA SIZE BEGIN

-...-..--...a.....

l MN1 t

l lqwtrtion flag for household .

l the possible utswers we: .

l v 0 .Not imuted .

l v 1.1mputeb . a+"-.. . . . . . . . ..t..-.

D HiI -ATSlT 1 423 tiausehold asset -ry There are 19 fields, defined as follcus:

1 .ISS cc& loo - uviqp YCantS 2 .ISS code 101 - my rrkct

.KCowlts 3 Jssc~ 102 - certificates of

4 .lSS &e 103 - YOU @xMts 5 .ISS code 104 - money rrket

V .fu-& V 6 .lSS code 105 - U.S. Gove-t V .securities V 7 .lSS code 106 - rnicipal or V .corporate bads V 6 .ISS code 107 - other interest V .earniw assets V 9 .ISS code 110 - stocks or utual V V V V V V V V V V V V V

.fwds 10 .lSS co& 120 - rental property 11 .ISS code 130 - mrtnmes 12 .lSS code 140 - royalties 13 .lSS code 150 - other financial

.invertmts 14 .Self-arployed mas business 15 .Sale of business or property 16 .Checking accosts Y/O interest 17 .U. 5. Savings bond (E, EE) 18 .IRA WC&M 19 .KEOGH accumts 20 .Fzeal estate

. . . ..*.**....t*...t*...***..“***..*~~**”

l The possible answer fields we: .

l v 0 .Not qpliceble or no l

l v 1 .Y%?S . . . . . . . ..*.t....***..*..*..**.*.*.~.~****..

. . . . . ..*t...*t*.*t.****..****~.....*......

l CWMENT .

l lrprtatim flag for household .

l the possible l swers are: .

l v 0 .Not imuted .

l v 1.1qw& . . . . . . . . . . . . . . . . . ..t..............-......

D WI-ATS16 1 424 lkusehold .sset s-ry. There are 19 fields, &fined as follws:

V 1 .lSS cede 100 - savings accants V 2 V V 3 V " 4 V 5 V V 6 V V 7 V V 6 V V 9 Y

.ISS code 101 - money mrket

.KCMts

.lSS codr 102 - certificates of deposit .lSS code 103 - NW accmntb .ISS code 104 - mnw mmrkct .fmds .ISS cede 105 - U.S. tovermlent .stcurities .ISS code 106 - mnicipal or .corporste talds .ISS code 107 - other interest .esming assets .ISS code 110 - stocks or utual .fu&

7-15

I

QPP1B8OTOPlCALUODULEWAVE4

DATA SIZE 6ECIN

V 10 .lSS code 120 - rental property V 11 .ISS code 130 - lortgsgcs V 12 .xss cede 140 - royalties

; 13 .lSS code 150 - other finwial

.invcstmts V 14 .tclf-employed ohns business V 15 .Salc of brines6 or property V 16 .Checkirrg ucomts Y/O interest V 17 .U. 5. Savings band CE. EE) V 16 .I64 ucomts V 19 .KEwn &%cults V 20 Acal utete

. . . . . ..mmmtmt.......c...............

l The possible -wzr fields are: .

* v D .Not qzqlicable or IW l

* v 1 .Yes . OH...."........*.............

. . . . ..-....- . . . . . . . . . . . . . . . . . l

* CCWENT .

l Iqutatim flag for household t

l the poacible msuers we: t

* v 0 .Not iqzuted .

l v 1.1lplted . tm.."..... .."..........................

D IlIt-ATSl9 1 425 nwsehold asset sunnary There are 19 fields. defined (IS follows:

V 1 V 2 V V 3 V V 4 V 5 V V 6 V V 7 V V 6 V V 9 V V 10 V 11 V 12 V 13 V V 14 V 15 V V it V 16 V 19 V 20

.ISS code lb0 - savings accwnts

.ISS code 101 - mcney market

.wcants

.ISS code 102 - certificates of

.depasit

.lSS code 103 - NCh! accants

.lSS code 104 - -y market

.fv&

.ISS code 105 - U.S. tovertment

.securitics

.ISS code 106 - Micipal or

.corporate bccds

.ISS code 107 - other interest

.earning assets

.ISS code 110 - stocks or nutual

.fuds

.ISS code 120 - rental proprty

.ISS c&e 130 - wrtgeges

.ISS code 140 - royalties

.ISS code 150 - ocher finarxial

.hvtstmmts

.Sclf-aployed wns business

.Sale of business or property Xhcking wxomts u/o interest .U. S. Swings bwd (E, EE) .IRA KCMfs .KEoGn wcoults -Real estate

t.......--.....H.....................

l The possible answer fields are: .

l v 0 .Yot b&icable or no l

l v 1 .les .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

-....t-..........*.................

l tOYlEN .

l Ilprtatim flag for household .

l the possible answers are: .

l v 0 .Not i-ted .

l v 1 .1rprted .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

DATA SIZE 6ECIN

D HH-ATE20 1 426 kuschold asset ammry There WC 19 fields, defined as follous:

V 1 .ISS code 100 - V 2 V V 3 V V 4 V 5 V V 6 V V 7 V V 6 V V 9 V V 10 V 11

.ISS code 101 -

.uCoults

.lSS code 102 -

.depesit

.ISS code 103 -

.ISS code 104 -

.fulds

.lSS code 105 -

.rwurities

uviws ucomtc money mrket

V 12 V 13 V V 14 V 15 V 16 V 17 V 16 V 19 V 20

certificates of

NW UcMts wmy mrket

U.S. Gove-t

.ISS code lU6 - rnicipl or I- .corprwe bar6

.ISS code 107 - other Interest

.camiw assets

.lSS code 110 - stocks or utual

.flnds

.ISS code 120 - rental pr'oprty

.ISS code 130 - ~rto.3gCS

.ISS cc& 140 - royalties

.lSS code 150 - other financial

.investments

.self-employed cams tusiness

.salc of business or property

.Checking wxcuns Y/Q interest

.lJ. S. Savings bond (E, EE)

.lRA WCou7fS

.liEffiW acc~ts

.ueat estate

.“.............H......................*...

l The possible ansuer fields are: .

l v 0 .Not applicable or no l

l v 1 .yes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..*......

l CIYMENT t

l Iqxtatim flag for household .

l the possible answers are: .

l v 0 .Not iwuted t

l v 1 .lnprwd .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

D TH-IP147 1 427 Topical rcdules imputation flag 6147 1nputati.n of 'W6536'

D TM-IPl46 1 426 Topical tiles inpltatim flag 6146 Ilputstion of 'W6539'

D TWIP149 1 429 Topical nodules ilprraticm flag 6149 lrputation of ~TM65408W6542'

V 0 -Not irprted V 1 .leprtcd T)18540 V 2 .laprted TM6542 V 3 .Isquted TN6540 m-d TM6542

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

l COWEN .

l lhe next two flags we for the current l * -I interest rate m 1st ard 2nd l

l mortgages, respectively. . . . . . . . . . . . . . . . . . ..*........................

D TM-IP150 1 430 Topical mcdules iapltation flag #150 Irprtatim of 'W3560'

7-16

I

DATA Sl2E SEGIN

D TM-IP151 1 431 Topical mdlcr Iqnaation flag #151 1lpltation of '7118582'

D TM-IP152 1 432 Topical DZ&IL+S ilprtstion flag (1152 Irputatim of WtS568'

D TM-IP153 1 433 Topical tiles ilprtstion flap X153 tqautatim of 'ItEd

D TM-IP154 1 434 Topical lodulcs iqxrtation flag t154 1lpltmticm of 'TW570

D TM-IP155 1 435 Topical tiles inputatim flag 1155 llpltatim of 1TU3571'

D TM-IP156 1 436 Topical a&Its ia@tation flap H56 llputaticm of 'TwB572'

D TM-IP157 1 437 Topics1 tiles imputation flag 1157 lwtatim of 'WE574

D TM-IP159 1 436 Topical lobles inpltation flag #159 lqutation of 'TH8564'

D TM-IP160 1 439 Topical mdles ilpltatim flap #I60 Iqzutstim of '7118566

D TM-IP161 1 440 Topical dlcs ilpltstion flag Xl61 Irpltation of '11(8587'

D TM-IP162 1 441 Topical md~les iapltatim flag #lb2 InpJtation of 'Tlr(1589*

D TM-IP163 1 442 Topical tiles imputation flag t163 llprtatim of '1)(8596'

D TM-lP164 1 443 Topical ales inputstim flag I164 Iqwtation of 'TM6596'

D TWIP165 1 444 Topical tiles irprtatim flag 1165 lapltaticm of 'TM6610

D TM-IP166 1 445 Topical ~~&les ilpltatim flag #lM Inpltatim of 'TW121

D TlClP167 1 446 Topice dlas ipatation flap 1167 lqwt~tim of 'TM624'

D TWIPl66 1 447 Topical dies inpltation flag 1166 lnprtatim of 1TW3630'

D TWIP169 1 44.3 Topical dies inprtation flag #lb9 larutatim of 'TM&D'

DATA DIcnoNARv

DATA SIZE DEGIN

D TM-IP170 1 449 Topical mdlles faputation fl*g #17O lllprtation of 'Tw8M6'

D TM-IPl71 1 450 Topical mdules iapltatim flag tl71 llprtrtim of 'TW7141

D TM-lPt72 1 451 Topical dies irputatim flag I172 Iaputatim of 'TM6.716'

D TM-lP173 1 452 Topid llodulcs imputation flag #173 lqutatim of 'TM87308

D TM-IP174 1 453 Topical modes irprtstim flag X174 Inprtatim of 'TN6732

D TM-IP175 1 454 logical mo&lcs iaptatim flag ll75 Irpltation of 'TMU34~

D TkIP176 1 455 Topical nodules inpaaim flag X176 1npltatiul of 'Ty8754'

D TM-IP177 1 456 Topical mcdlcs iqxtation flag #lT? Iqwtatim of 'TM8756'

D IM-IP178 1 457 Topical nodules iaprtatim flap X176 Iqxdtatim of 'TW.758'

D TM-lP179 1 450 Topical mc&les inputatim flag X179 Inputatim of 'TM6760

D TM-IPlBo 1 459 Topical m&les inputatim flag 1180 lnputatim of '1118762'

D TM-IP181 1 460 Topical fmdules inprtstion flag X181 Irprtstim of 'W&.764

D TM-IP182 1 461 Topical llodules iaputetion flag 1182 1rputatia-a of 'TM&'70 through THST18

D TM-lP183 1 462 lcpical mdules inpltetion flag 1183 lrpltation of 'W3768'

0 TM-IPW 1 463 logical nodutes iqwtation flag 1184 Iaputatim of 'TllB7901

D TM-1P165 1 464 Topical e&les ilputstim flap H65 Ilputatim of 'TyB792'

D TM-IPlS6 1 465 T0pic.d dies iaprtatim flag #l&S lnprtstim of '1118794'

D TM-IP167 1 466 Topical nodules inputetim flag X167 lnprtstim of 'TM8796

7-17

I

mPP1wDToPlcMNoWLEWAvE4

DATA SIZE SEGIN

D TWIP188 1 467 Topics1 m&les iqutstim flag #l&3 Iqutatim of 'TMS798'

. . -.......H.....t.......... l COllENT . . Calculstim flsg for topics1 &la l

. household record .

. The pmsible nxwsrs sre : .

. . t 0 .Not cslculsted . . 1 .cs1cutsted . mmmtmmm................-...

D TM-CAL11 1 46a Topics1 tiles ulculstim flag Hl Cslcustim of 'TW532'

D TM-CAL14 1 469 Topice tiles ulculstim flag t14 Cslculstim of 'TM6564

D TM-CAL15 1 470 Topical Idles cslculstim flag 115 Cstculstim of '1118566'

D TM-CILlC 1 471 Topics1 tiles cslculstim flag H6 Cslculstim of ~11(8580~

D TM-CAL17 1 472 Topics1 m&~les calculation flap Ml7 Cslculstim of 'T&3582'

D TM-CAL16 1 4TJ Topics1 tiles cslculstim fLsg #18 Cslculstim of 'TM&%2'

0 TU-CAL19 1 474 Topics1 obles cslculstim flag 119 Cslculstim of 'Tw%64'

D TM-UL20 1 475 Topics1 mdules cslcutstim flag 120 Cslculstim of *TM8716'

D TM-CAL21 1 476 Topical tiles cslculstim flag #21 Cslculstim of 'TME718'

D TM-CAL22 1 477 Topics1 u&Lss calculation flap #22 Cslculstim of 'TMRO*

DTM-CAL23 1 478 Topics1 tiles csLcuLstim flag 123 Cslculstim of 'T&5722*

D TM-UL24 1 479 Topics1 tiles cslculstim flag #24 Cslculstim of ~1w3724c

D TM-CAL25 1 480 Topics1 &les cslculstim flap #25 Cslculstim of *Tm8726'

D TM-CAL26 1 481 Topics1 u&les cslculstim flag 126 Cslculstim of 'TWB726'

DATA SIZE SECIN

D TM-CAL27 1 482 Topics1 tiles cslculstim flsg #27 CsLculatim of *TM874S1

D TM-CAL28 1 483 Topics1 tiles cslculstim flag 828 Cslsulatim of 'TMWSO'

D TM-CAL29 1 484 Topics1 mcdules cslculstim flsp #29 Cslculatim of ~Tl45752~

D TM-CAL33 1 485 Topics1 wi~les ulculatim flsg 833 Cslculstim of 1T)(8780*

D TM-CAL34 1 486 TopicsI tilts cslculstim flsg #34 Cslculstim of *7)(8782~

D TM-CAL35 1 487 Tcpicsl tiles cslculstim flag #35 Cslcuistim of 'T118784'

D TM-CALM 1 488 lopicsl mo&les calculstim flag #36 Calculation of 'l&5766'

D FILLER 6 489 Filler

. . . . . . . . . . . . . . . . . . . . . ...*...............*..

l Self-arployment identificstim ram&r l

*CO. .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

DTM8000 1 497 Uss...self-arployed in this business OS of (last day of the reforme period)

V 0 .Not smlicsble V 1 .Yes " V 2 .No - skip to SC2262

DW8002 1 498 Check ifn S7 IS SC2222(1) equal 1 Is sole proprietorship

u All persons self-aplclyed on 1sst dsy of reference period

V 0 .Not spplicsble V 1 .Yes - skip to TWJO6 V 2 .No

DTM8004 3 LW As of (lsst dsy of referme pried) uhst percent of this business did... 0U-t

U All psrsms self-arployed m last dsy of reference period in business other then sole proprietorship

V DO0 .Yot applicable v 001 - 100 .Totsl percent

7-18

MTA McnoNAuY

DATA 017x nEtIN

DTWOO6 1 502 Check (tam St3 Il.s the informtim In TMOoB,TM6O1O, lM8012,~ TM014 l lrmdy been dataisd fra mother household

u All prsom self-aptoyed on tact day of reference period in business other than gale proprietorship

V 0 .Not qzplicable V 1 .Yes - skip to SC2262 V 2 .YO

D TM8008 6 503 As of (1-t &y of reference period) aat wg the total value of this busims before figuring in any debts that light be wed against it

U All prsm *elf-aployed m last day of reference period in business other than gale proprietorship

V 000000 dot ~licable V 4 - 7WOO9 .Total -t - skip to V -T&3012 V -WOO3 .Nm - skip to TM8012

DW&llZ 6 509 As of (Last day of reference period) that ML the total debt wed against this business

U A11 persons gelf-aplW?d on last day of referera Period in business other than wle proprietorship

V OOWOO .Yot awlicable V 4 - 400000 .TotsL~&amt - skip to V .sC2262 V -00003 .Yme - skip to SC2262

".t*..t.R.t.**...".*........*...*...**.

l Self-aployrrnt identification rantaer l l two

l

�.�...*~.~....t....****..*.......*...

DTMtW16 1 515 Yas...sclf-arployed in this business as of (Last day of the reference period)

U Persons self-aployed in second business tiring the reference period

V 0 .Yot applicable V 1 .Yes V 2 .YO - skip to TM.5200

DTM8O18 1 516 Check ita 515 IS X2222CZ) cgul 1 Is mole prqwietorrhip

U Persons self-aployed in aecmd business m last day of reference period

V 0 .Yot applicable V l-Yes - skip to TM8022 V 2 .YO

OTm8020 3 517 As of (Iast day of reference period) what percent of this hrsinss did... OWl

U Persons self-arployed in secmd business on last day of reference period that is business other than role proprietorship

V 000 .Yot applicable v 001 - 100 -Total prcmt

DATA SIZE BEGIN

D TWO22 1 520 Check tta 516 Nag the infonetim in YMO2~,W5O26, WSO2.5, md WBO30 drcdy been obtained frca another household hr

U Persons self-aployed in secord bucims other thn role proprietorship m last Qy of reference period

V 0 .not qplicable V 1 .Yes - skip to TM8200 V 2 .YO

DTB802C 2 521 As of (last day of reference period) Aat was the total value of this business before figuring in my debts that Bight be wed against it

U Persons self-rploycd in gecmd lwsinsr other than ale proprietorship a7 Last day of referare period

V 00 .Not spplicsble V 01 .Vsluc cdined uith TM008 V -3 -Nom? - skip to TM8028

D W3O28 2 523 As of (Last day of reference period) hat is the total debt owed against thio business

U Persons self-caployed in secmd business on Last day of reference period that is bffinss other than sole proprietorship

V 00 .Not applicable V 01 .Value cc&in& uith TM8012 V -3 .Ame - skip to YI482OO

t~.t...t.**t*.~**.*..***.*.**.*...~.~*"".*

l Ilrprtation flag for self-aploynent l

. the possible w&suers are: .

l v 0 .Not iqwted .

l v 1 .IqMed l

. ..******...t.......****..*.*.~�~.***~*.*

D TM-IPOOl 1 525 Topical aodules iaprtation flag Xl lnprtatim of 'W30001

D TWIPOO2 1 526 Topical nodules iapltstim flag I2 Iqwtation of '11(8004'

D TM-IPOO3 1 527 lopical nodules imprtatim flag fi lqutation of '1118008'

D TM-IPOW 1 528 Topical nobler inprtstim flag U lrpufatim of 'TK3012'

D TM-IPOOS 1 529 Topical m&tes irprtatim flag 15 Lnpcltatim of 'TH&Kl16'

D IY-IPOO6 1 530 Topical &les irpltation flag 16 Iwtatim of '1118020'

D TWIPOO7 1 531 Topical nodules inpltatim flag fl Iqwstim of 'TM8024

7-19

DATA SIZE SEClN

D TM-IPOOB 1 532 lopiul tiles iqutatim flsg #) Ilprt~tion of '1118028'

D FILLER 8 533 Filler

D SC4314 6 541 Hat is ycur bwt atirate of the .wrage -t that _.. w-d . ..'s (husbu&uifc) had in these jointly held assets &ring the 4-mth period 7

U Persons amirq savinpf aceants, mnry rrket, crrtlfiutes of deposit, url interest-awning checking accunte uith

V yW$;i:z four mnth pried

V 000000 .Not in universe V 1 -110000 .TotaL -t - skip to V SC4318

D SC4322 5 547 Hat is yarr best estiate of the werage -t that . . . bed in . ..'s assets &ring the 4-month period 7

U Persons aming saviws *ccomts, lwwy arket, certificates of deposit, and interest-earning checking accants with

V &mus',$;ilz four mnth period

V WOO0 .Not in miverse V 1 - EOOOO .TotaL -t - skip to V .ncxt 1SS code or SC4800

D SC4414 6 552 Uhat is your best ertimte of the awr.ge -t that . . . w-d . ..'s (husbmd/uife) had in these jointly held sfsets during the 4-mmth period 7

U Persas oming other interest-earning wsets with spouse bring the four mth period

V -DOW3 .Yone V 000000 .Yot in mlverse V l-ZODOOO .Yotsl -t - skip to V .SC4418

D SC4422 6 558 Uhet is ywr best estimate of the average -t that . _. had in . . . 'I assets duritq the 4-mth period 7

U Persum cuGng other interest-earning assets ulth spouse &ring the four mth period

V -0QW3 .Yrn V 000000 .Not in universe V l-175WO .lotal -t - skip to V .rext ISS cc& or SC4800

~m.tt..*ttt*......*..........***..~...... . . . Stocks n-d Mutual Frnd Shares l

. .

~..*.***...*..**...........*.*****..~*......

DATA SIZE BEGIN

D lMW32 1 564 Check Ita A15 1mcrviml l t*tkm Of...‘6 spouse

U Pwsorm with stocks m-d utrvl fwd ghsrcs V 0 .Not qqAicable V 1 .No ‘parre in hasahold V .- skip to TWOCC V V

2 ::z;z for spana not yet

V 3 .Intervieu for spause already V .cdted - skip to TM8042

D W&l34 9 565 As of (last day of reference period) rhat uas the rrket value of the stocks or utwl fudr held jointly by...md... *I Chusbandluife) (exchdc stock in an corporation if value of that corporation ws already obtained)

U Persara with stocks l d utrvl fvd shares I*lo have spouse in household

V OOOOOWOO .Not applicable V 999999999 .Total -t - skip to V .Tlao3t3 - Range = 4:99999wa V -WOOWO3 -None - skip to TM042

D TM8038 1 574 Yas my debt or asrgin accent held agsinst these jointly held stocks or utual fvds .s of... (tart day of reference period)

U Persms with stocks md utual fmd shares rho have spouse in household

V 0 .Not qqlicable V 1 .Yes V 2 .No - skip to TM8042

D TM8040 6 575 As of(last day of reference period) rhat Y.SS the -t of the debt or wargin accent

U Persow with debt or nsrgin eccowt held against jointly held stocks or utoal fmds as of last day of reference period

V 000000 .Not applicable V l-999999 .1otal Mloult

D TM8042 1 581 Besides the stocks or mutual fu-d shares held jointly with...'6 (husbard/uife), did...hold my other stocks or nutwl fvd shares

U Persms with debt or margin acccu!t held against jointly held stocks or utcul fwds as of Last day of referare period

V 0 .Nof qplicable V 1 .YCS V 2 .No - skip to next ISS code or V . w3200

D TWX4 9 582 As of (last day of reference period) dmt was the mwket value of the stocks or rrtml fw&...held in (his/her) om nant (excluk stock in c+m corporation if value of that corporation YES alreedy obtained)

U Persons with stocks or mutual ftnds in ouri rant

V 000000000 .Not applicable V PPPPPPPPP .Total -t - skip to V .wxu8 - Range = 3:999999999

7-20

DATA SIZE BECIY

DTl@OM 1 591 Ws my debt or srgin sccwt held sg.sinst...'s stocks or utul fvds 8s of (last dey of referarc period)

U Persms vith stocks or utusl fvds in OYIM

V 0 .Not wliuble V 1 .Yes V V

2 ::k$ip to next ISS code or

DYWB050 6 592 As of ClNt day of reference period) Ihat w the -t of the debt or rrgin wumt

U Persms uith stocks or utusl fti in on rye uith debt or rrgin sccmmt held as of Lsst dsy of reference period

V WOO00 .Yot wlicsble V l-999999 .TotsL mmnt - skip to V .next ISS code or TM8200

ttt.t**t~"~""*..***"..~***~**..***..

l antaL lncol⌧ l

�.~...ttt*~.*.t*..*..**..**........*....

DTWB052 1 598 As of (lsst dsy of reference period) did . . . om sny rental property jointly with . ..'a (husbsrd/uife) (include only proprty arned entirely by . . . srd . ..~s(husbsrd&ife)

U Persons uho on rents1 property V 0 -not ~licablr V 1 .yes V 2 .Yo - skip to SC4610

DTMOY 2 SW lla my properties did...- jointly with... 1s (husband/wife) ss of (Lsst day of reference period)

U Persms Aho an joint rental property cm last Qy of reference period

V 00 .Not wlicsble V 01 - W -N&r properties V -3 .Yrn - skip to SC4610

~*tt.*.."~t.tt......*..*...****.*.....

l COHEN1 .

l The next 6 fields (1)(8056 through l

l WSO65) WI? possible sns~ers to the l

l grrtion: . l .

l Lhst typ of prqrrty(ies) (us5 it/ * l mere they) . . .

l In each case the rmge of snsuers is: l

. .

l v 0 .Not marked as l kind of l

. .property or not

.

. .wlicable bssed on *

. .rcrpmsc to TM054 l

l v 1 .Msrked ss s kind of l

. -prw-tv

.

~.�..t..~�*......*~****..*.....*....

D TM8056 1 601 Vacation hoar

U Persons *ho an joint rmtel property on Lsst day of reference period

DATA SIZE sEtIN

DT118058 1 602 Other r~idmtisl property

U Persons Iho om joint rents1 proprty on lest day of reference period

DIM060 1 603 Fsrr property

U Persons uho om joint rental property m Last day of reference period

DlWW2 1 604 CmrcIaI property

U Persons rho on joint rents1 property an lsst day of reference period

DTMaO64 1 605 Equipnt

U Persms ho w joint rents1 property m lut dsy of reference period

D TM8066 1 606 Other

U Persons *ho own joint rents1 property cm Last day of reference period

DlMW67 1 607 Yere sny of these properties sttschsd to or Located on the suns lard ss . ..I6 oun residence

U Persms uho OyI joint rental property on last day of reference period

V 0 .Not applicable V 1 .yes - sll rental properties m V .residmce - skip to SC4610 V 2 .Ye5 - ruse rental prqxv-ties on V .residence V 3 .No

D1118068 6 608 As of (lest day of refer-e period) Yhat was the tote1 lerket value of the property(ies)

U Persons uho wn joint rents.1 propsrty cm Last day of reference period

V 000000 .Not wlicsble V 3-500000 .Total.dt - skip to V .TWR

D TM8072 1 614 Yas there s sortgage, deed of trust, or other debt on the prqxrtyties)

U PersOrrS *ho mm joint rents1 proprty on Iast day of referme period

V 0 .Not applicsble V 1 .Yes V 2 .No - skip to SC4610

DlMiO74 6 615 As of(lsst day of reference period) hou such principal MS owed on the property(ies)

U Persons nho on joint rents1 property on Lsst dsy of reference pried that have s mrtgsge, &xl of trust, or other debt on the properties

V WOO00 .Not wlicsble V 3-300000 .1ota1 -t V -00003 -Nat-it

7-2 1

SIPP loo0 TOPICAL MODULE WAVE 1

DATA SIZE SECIN

D TM8076 1 621 As of(lut dmy of rcfcrerce period) did . . . om mny mtml prcperty in . ..'s WnrC

U Perwax Iho 0LII) rent.1 property V 0 .Not m@licmble V 1 .I.6 V 2 .yO -mkip to SC4618

DYNE078 2 622 Hou ry proprtims did . . . wn in . ..'m au-8 rye

U Pmrmm ho out rcntml proprty in - m on Lmmt dmy of reference period

V 00 .Yot qplicmble V 01 - W .Y&r of properties V -3 &me - skip to SC4618

-**mm+- +e"H.*tt*t***.*.tt.t

l tOMY .

l The next 6 fields CTlClOKl through t l TMSD9D) l re possible mowers to the . l qaestim: l

. .

l Umt type of prqaerty(ies) (urns if/ l

l were they) . . .

l In l mch cmse the rmnge of mnwers is: l

. l

l v 0 .Not marked as a kird of . . .property or not . l .+plicmble bmsed on l

. .respmse to Tw8078 l

l v 1 .Ilmrked ms m kind of l

.proprw .

Ht..tt.�.**.......tt.....*..*.**....*.*.*

D TRW&l 1 624 Vmcmtion haae

U Persons bho 0~1 rental proprty in own nuac on lmst dmy of refermce period

D TM8082 1 625 Other residential property

U Persons &ho oH1 rmtal property in oyn nme on Last day of reference period

D TM8084 1 626 Fmm proprty

U Permoos Iho 01lll rentml property in obn wwe cm lmst dmy of reference period

D TWlWb 1 627 Carrrciml proprty

U Persons Aho an rental property in oyn m on Lmst dmy of reference period

D Wi3W8 1 628 Ewipent

U Persat- *ho an rent*1 property in own nme on lmst day of reference period

DTWO90 1629 Other

U Persons &ho OWI rental property in mm nme on Immt day of reference period

DATA SIZE SECIN

DTMi3D91 1 630 Ycre mny of these properties l ttmched to or located on the same Lard as . ..'s am residence

U Persons &a on rmtml property in M we on lmmt day of reference period

V 0 .Not m@icmble V 1 .Yms - ml1 rant*1 pmpertia on V .resid.ree - l kip to SC4618 V 2 .I.# - mm2 rental properties on V .residme V 3 .No

D TM092 6 631 As of(lmst dmy of reference period) uhat was the total vrket vmlue of the property(ies)

U Persca lrho on rents1 property in own Iu on Last day of reference period

V 000000 .Not l pplicsble V 3-SW000 .Totml -t - skip to V .Tn0096

D TWO96 1 637 Urns there m mortgage, deed of trust, or other debt on the prqxrty(ies)

U Persms uho ohm rents1 property in own nmne on lsst dmy of reference period

V 0 .Not mpplicable V 1 -Yes V 2 .No - skip to X4618

D YllsoPS 6 633 As of(last day of reference period) hw much principal wms wed on the prcpertY(ies)

U Persons who ow rental property in own rylll that has mortgage, deed of trust, or other debt on property

V 000000 .Not applicable V 3-250000 .Total -t V -00003 .None

D TMSlOO 1 644 Did . . . own mny rental prcperty jointly uith others (as of Last day of reference period) rot includiw property owned entirely by . . . mrd . ..I5 spouse

U Persms who out7 rental property V 0 .Not mpplicable V 1 .YCS V 2 .No -skip to next IS'S code or V . TWO0

D TM8102 2 645 Wou rany properties did . . . M jointly with others (8s of lsst dmy of reference period)

U Persms who om rental property jointly with saneone other than *pause cm lmst day of reference period

V 00 .Yot mpplicmble V 01 - W .Nw&er of properties V -3 .Yone - skip to next ISS V xc& or TMS200

7-22

DATA s12E SEGIY

mrm-mtm+mr .+m+m”.“*++

l CCSMEYT . l The next 6 fieldr Wl6105 throwh l

l ~3114) WC pxsiblr umuers to the l

l grstion: l

. l

l that type of praprty(ies) (uar it/ l

l were they) l

. l

l ln each case the rage of answers is: l

l .

l v 0 .Yot rrked as l kind l

. .of property or not l

l .applicable bored cm l

t .response to TM6102 l

l v 1 .*srkedas l kind of l

. .propew

.

-�**...mt..�...*....***....*.........

0 TM6104 1 647 Vaatim ha

u PWsms **lo occl rental property jointly with r- other than spous; on last day of reference

D 11111106 1648 Other residential property

u PersuB rho owl rental property jointly with *meone other than 8pgys.s on Last day Of reference

D Tlb5106 1 649 Fat-m property

u Persons A0 own rent.91 property iointly with scaeone other than E-e on l*st day of reference period

D TM8110 1 650 Cmnerciat property

u Persons tiho ow7 rental prcperty jointly with s- other than rpagc cm last day of reference period

D TM6112 1 651 Ewipnmt

u Persons rho mm rental property jointly with - other than .parrc al 1*st day of reference period

D TM6114 1 652 Other

u Persons tie om rental property jointly with s- other than spouse ul last day of reference period

D TM6116 6 653 As oftlast day of reference period) tiat was the total mrket value of the propcrty(ies>

u Perruts &lo owl rental property jointly with saaw other than szw2use on tact dw of reference p&cd

V 000000 .Yot yqlicable V 3400000 -Total -t

DATA SIZE BEGIN

D WE118 1 659 Mac there . mortgage, deed of trust, or other debt on the property(ies)

u Persotm *ho owl rent*1 pKQertY jointly with l OIICQY other than spause on last day of reference period

V D .Yot applicable V 1 .TCS V 2 .YO - skip to TM8122

D TUS120 6 660 As of (l*st day of reference period) hou uch principal uas owed on the property(ies)

u Persow *ho owl rental property jointly with sawone other than spwsc al last day of reference period that has mortgage, deed Of trust, or other debt

V 000000 Jot applicable V 3400000 .1otsl auxnt V -00003 .Yons

D TW3122 6 6x56 As of (last day of reference period) what "as the total value of...'6 share of equity in the property(ies) (by equity ye mean the total market value less any debts held against it.)

u Persons uho own rental property jointly with saneone other than *muse on last dav of reference &iod

V 000000 Jot smlicable V 3-200000 .Totsl"-t - skip to V .next ISS code or TM6200 V -00003 .Yone

. . ..*...*.*t.......t.*.***......*...*~.*..

l Hort9ages. royalties. and other l

l financial investomts t . . . ..***..*.*..*.....*...*.**...**..*~*.**

D TIC3126 9 672 (As of last day of reference period) hou awh principal was owed to... snd...~r(husband/uife) on this (these) mortgage(s)

u Persons who hold mrt9aDe on property omed jointly with spouse

v 000000000 .not applicable V 999999999 .Total -t - Rsnge = V .(49w999w% v -00000003 .Yone

D TM128 9 681 As of(last day of reference period) hou owh principal was owed to...(h this (these) mortganets)

u Persons uho hold mrtaage on property

v 000000000 Jot applicable v -00000003 .Yule V PQPPOPPPP -Total -t- Ra8-W = V .(C??xw99w)

7-23

8lPPlWOlDPICALMODULEWAVE4

OATA SIZE sEGlY

D W8130 1 690 Check ftrA21 IS ISS code 150 uked fn Check item A17

U Persons uith other firuncial investmtc

V 0 Jot wlicable V 1 .ves V 2 .Yo - skip to TM8200

D TM8132 9 691 As of(lart dry of reference pericd) hat WC...(S pity in other financial fnvntats (by aqJity yc m tha total rrket value less any dsbts held against ft.)

U Persons with other financial imestnents V 000000000 .Yot qqalicable v PPPPPPPPP .Tot*l amtnt - Rwe = V .(4:-I - sk:p to V .THG!OO V -OOOOOO03 .Ym - skip to TM8200

m-t”- ~**.ttt...“.t.*....*.*......

l KWEYT . l Irpltation flag for GZ-type record l l .

l The possible wuers are: . . . l v 0 .Not ilprted l

l v 1 .1qxJted . ~~.**."~tt.....*..**~.....***.**..***.

D TM-IPOO9 1 700 Topical nobles ilprtstion flag #9 Iqutatim of 8TW34'

D TM-IPOlO 1 701 Topical tiles inpltatim flap 110 Imputation of *TM&l38*

D TM-IPOll 1 702 Topical dies iqutstion flag 111 Ilpltstion of ~TM8040~

D TM-IPO12 1 703 Tcpical tiler inprtation flag 112 lqanatim of *TM&J42'

D TWIPO13 1 704 Topical lDdules iqutaticn flag #13 Iqnxatim of *TM6044'

D TM-IPOlL 1 705 Topical tiles iqutation flap 114 Iqutatim of 'TnSO48*

D TM-IPO15 1 7D6 Topical tiles iqwtstim flag 115 Irputation of 'TWOSO'

D TM-IPO16 1 707 Topical tiles ilputstion flag lr16 Inqzutation of 'TM&J52

D TM-IPOl7 1 706 Topical nobles inprtation flag 117 Inprtatim of tTM8D54'

DATA SIZE BEGIN

D TM-IPOlI 1 7W Topical tiles Irprtatim flag #la Iwtdm of 'TlU3056, TMEO58, Tn8o6o. m8062. lnaos, TM80661

D TM-IPlSA 1 710 Topical tiles iqzutatim flag tl& Iqutatim of aTM6067n

D TM-IPO19 1 711 Topical &Lea fqwtatim flag 119 Iqutstion of 'TM&l661

D TWIPO20 1 712 Topical Idles iwtmtion flag RO Iqxatation of ~TM80Rg

D TWIPO21 1 713 Topical tiles fmtatim flag Rl Ilpnation of *TyBo74'

D TM-IPO22 1 714 Topical Illobles iqwtatim flag 122 laprtatim of 'TM&l76'

D TM-IP023 1 715 Topical modules imputation flag 123 Iaprtstim of ~71(8076~

D TWIPO24 1 716 Topical tiles imputation flap X24 Iwtation of 'TWXO. 7118082, 7118084,TH8O66,7~8O68,T~&NO'

D TWIP24A 1 717 Topical modules ilpltetion flap #24A I-ration of '7118091'

D TM-IP025 1 718 Topical aodules inprtatim flap #25 Iqxtetim of ~TMEO92~

D TM-IPO26 1 719 Topical tiles inprtation flag 126 lwtation of 'TWO96

D TM-IPO27 1 720 Topical addles inpltation flag #27 Imputation of 'THXl9.3'

D TM-IPOZB 1 721 Topical nodules iaprtation flap 126 Iqutation of 'TwBIOO1

D TM-IPO29 1 722 Topical mcduler iqzutatim flap 129 Iwtetion of aT1(81D2k

D TM-IP030 1 723 Twical tiler irputatim flap KS0 Iwtatim of 'TffllO.4, 71(8106, TyBlD6, TL(B110, TH6112, TyB114'

D TM-IPO31 1 724 Topical nodules irpltation flag 631 Iqzutatim of 'TM6116

D TM-IPO32 1 725 Topical Ilobles inputetim flap #32 lapltstion of ~T118118~

7-24

DATA DlcnoMuw

OATA SIZE KGIY

D TM-WCS3 1 726 Topical m&la frpltatim flap #33 Ilpnatim of 'TM6120

D TWIPO34 1 R7 Topical m&lec frpltrtim flag x34 Iqwtatim of '7118122'

D TM-IPD35 1 728 Topical tiles frpnatim f1.q KS5 Irputatim of 'TwB126'

D TWXPO36 1 729 Topical tiles ilpttatim flag KS6 Ilpnatim of 'lMS126'

D TM-IPO37 1 730 Topical m&les ilprtstion flag #37 Ilprtatfon of 'TMG132' asset* ud liabilities

D FILLER 8 731 Filler

~..*..tmt~...~.t*..**.*~*..**...**.... l Assets ard Liabilities . .*.."...~..*.*.*..t....*.*...***.**.*..*....

DTWBZOO 1 739 As of (last day of refereruze period) did anyone outside of this household oue money to . . . .s the result of the sale of I business or property (exclude mrtgages owed to . . . which have already been reported.)

u Persons 15 years and older V 0 .Yot applicable V 1 .Yes V 2 .YO - skip to TWOL

DTM8202 9 7bO How rrch WC owed to . . . (if shared, c-t only . ..'s share)

u Persons 15 years N-d older *o are owed mcoey fran sale of business or property 00 lest day of reference period

V DO0000000 Jot in universe V 999W99W .Totsl mmu-at - Renpe = V .c3:9999999991

DTM8204 1 749 Did . . . om my U.S. savinw bmds es of (lest by of refer-e period)

u Persms 15 yews uu older V D Jot applicable V 1 .Yes V 2 40 - skip to TW2Ot3

DTl48206 5 750 What was the face value of the U.S. savings bmds that...ouned (if anrship MS shared, comt only . . . 'S share)

u persag 15 yews ud older rho om uvinos bonds m last by of referewe period

V 00000 .Yot qqlicsble V 25 -10000 .Totel -t

DATA SIZE BEGIY

DTWBZDl3 1 755 Check ita Tl Interview statun of...'* spouse

u Persons 15 years md older, with qwuse

V 0 Jot applicable V 1 .Yo 8-e in household - V .skip to It46232 V 2 .Interviw for rpaae not yet V .ccnbcted V 3 .Intervieu for *pause already V .ca-ltklcted - skip to THE232

DT118MP 1756 As of (last day of reference period) did . . . on jointly with . ..*I (husbmd/uife) my checking l ⌧omts which do not earn interest

U Perfons 15 years and older, with spouse interview not yet conducted

V 0 .Yot e+icsblc V 1 .yes V 2 .YO - skip to TM8212

D TM.3210 4 757 Whet is your best estimate of the -t of nwy . . . al-d . . . 's (husband/wife) hd in those checking eccomts as of (lest day of reference period)

U Persons 15 years end older, with spcuse, who have checking accosts on lest day of reference period which do not earn interest

V 0000 .Wot applicable V 0004-3000 .Total -t V -003 .Yone

DTM8212 1 761 AS of (last day of reference period) did . . . and . . . 1s (husband/wife) toGether oue eny -y for store bills or credit card bills

U Persor~ 15 years and older, with spouse V 0 Jot awlicoble V 1 -Yes V 2 .YO

D TM8214 6 762 How nub wes owed m store bills OP credit card bills

u Persons 15 years end older, with wouse, with store or credit card bills on l&t dey of reference period

V 000000 .Yot applicable V 3-999999 .Total -t

DTW16 1 768 Did . . . and . ..I6 (husband/wife) tOgether owe my money for loms obtained thrwgh e bank or credit mien, other than car low6 or hams equity loans

U Persons 15 years 4 older, with spcuse V 0 Jot applicable V 1 .yes V 2 .wo

7-25

&PP loo0 TOPICAL MODULE WAVE 1

DATA SIZE BEGIN

D TM&?li3 6 769 Nonuchw+oued~0f (last by of mference priodl for bank or credit mim loans

U Persmc 15 years md older, with spouse, with rdiul bills on last day of reference period that were not covered by insurance

V 000000 .Not yglicable V 3499999 .Total -t

D TM6220 1 Tr5 Did . . . nd . . . us (husbmd/uife) toOether we my mmey for my other debt w have mt mentioned Cinclude rdical bills mt covered by fnsurmce, mney owed to private irdivi&als, ud my other debt not covered)

U Percot- 15 years nd older, with rpaae V 0 .uot applicable V 1 .Yes V 2 .NO

D 7118222 6 7?‘6 tics mch was wed on any other debt not yet mtimed as of (last day of reference period)

U Persor6 15 yeen and older, with spouse. with mmey wed for other debts not yet nentiomd

V OOOOW .Yot applicsble V 3-999999 .Total -t

D TM8232 1 762 Besides my checkin ucomts owml jointly with . ..‘s s-e as of (last day of reference period) did . . . an any (other) checking eccomts hich do not *em interest

U Persons 15 years and older V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM234

D TM8233 L 783 llhat is your best estimate of the -t of my . . . had in those checkin eccants as of Clart day of reference period) (if accost was shared, comt only . . . ‘s share)

U Persore 15 yeerr ud older uith indivikral checkin accomts a’! last day of reference period thet did not earn interest

V 0000 .Yot applicable V DODl-3000 .Totel nrant V -003 .NQy

D TM234 1 787 Did . . . hew my debts, such as credit card bills, loans frca l fimncisl institution, or cducatioml lams, in . ..‘a on -

U Perscas 15 years u-d older V 0 .Not qqliceble V 1 .Yes V 2 .No - skip to TM8258

DATA s12E SEGIN

D TM236 1 768 As of (lnst day of referare period) did . . . one my rmey (in . ..‘s an rme on;;; for store bfllc or credit card

U Persms 15 yeem and older rrho haw debts in an neme

V 0 .Not applicable V 1 .Yee V 2 .NO

D TM8236 6 769 iion uch was owed cm store bills or credit card bills

U Perrmc 15 years and older t&o oue 8tore or credit card bills on last day of reference period

V 000000 .Not eppliceble V 3-999999 .1otat -t

D TM8210 1 795 As of (last Qy of reference period) did...- my money (in...‘r own n&m) for loans obtained through a bsnk or credit union, other than car loens or haae equity low

U Perrms 15 years ud older *ho have debts in own name

V 0 .Not applicable V 1 .Yes V 2 .NO

D TM8242 6 796 Hou ruch was owed .I of (last day of reference period) for loens obtsined through I bank or credit mim. other then cer loans or ham equity loans

U Persons 15 yeerr and older who owe medical bills on last day of reference period not covered by insurance

V 000000 .Not epplicsble V 3-999999 .Total mamt

D TM0244 1 802 As of (lest day of reference period), did... we my mmey (in...‘* 0~1 MIIP) for any other debt not yet mentiond (include medical bills not covered by insurance, money owed to private individuals, wd my other debt not covered)

U Persms 15 years and older ho have debts in own nem

V 0 .Not applicable V 1 .Yes V 2 *NO

D TM8246 6 a03 NOM mch “as owed on other debts

U Persons 15 years end older &ho hew debts other than those already mention&

V 000000 .Not applicable V 3-999999 .Total -t

D THE.258 1 809 Check item T2 Is . . . 21 years of age or older

U Persons 15 years and older V 0 .Not applicable V 1 .Yes V 2 .No - skip to TM6526

7-26

I

DATA SIZE DECIY

DlN8260 1 110 Does . . . have n individual ntirrcnt occant - n IRA - in . ..'S owl nmll?

u Persum 21 Vwars nd older V 0 Jot q#icable V 1 .ves V 2 .Yo - akip to WE284

D W8262 2 811 For hou my years has . . . contributed to . ..“ IRA aIxolmts

U Persons 21 Vews nd older uho have IRA in an-

V 00 Jot w1icable V 01 - 18 .rrrtrr of years

D TN8264 5 813 As of (last day of referera period), what is the total belance or mrket vdue (including interest *amned) Of...'8 IRA accolmts

u Perems 21 Vears nd older uho have IPA in own name

V 00000 .Yot applicable V 3 - 50000 .Total -t - skip to V .vla26a

-."+**- l *.t**.*tt...***..*~***....**.

l CUWEYT l

l The next 8 fields (TM8268 through l

l W8282) are possible anwers to the l

l +tsticm: l

. l

: Which kinds of assets did . . . hold in l

. . . �L IRA acCou-lt�. In each case the l

l ru10.2 of answers is: l

. l

l v 0 Jot mrked BS a kind of l

. .IRA ucoult or rnt l

l .applicable booed on . . .rtrponsc to Tma26c .

l v 1 Jarted as l kind of IRA l

l .KCMt .

~.*...~-......t.....*..**.*..~..**...

D TMa268 1 818 Certificates of deposit or other raving certificates

u Per‘006 21 years nd older uho have IRA in on nanr

D W8270 1 al9 Ikey rrket fmds

u Persons 21 Veears al-d older &ho have IRA in OUT M

D W32R 1 820 U.S. cow!- t securities

u Persag 21 yew* nd older uha have IRA in--

0786327& 1 821 knicipal or corporate bonds

u Perrms 21 Vears u-d older IAh0 have IRA in-m

D ma276 1 822 U.S. savings bonds

u Persons 21 years ud older who have IRA in--

DATA SIZE BEGIN

D lNB278 1 a23 Stocks or m&ml fwd shara

u PerseTS 21 yerrs and older the have IRA in an -

DlH8280 1 a24 Other assets

u Persons 21 years ud older rho have IRA in an MOC

DTH8282 1 825 Ddt know which kinds of assets

u Persms 21 years ud older &lo have IRA In 0~) nanz

DW&?E% 1826 Does . . . have. KEDM scant in . ..'s am-

u Persorr 21 year. ud older V 0 .Yot applicable V 1 .Ye‘ V 2 .Yo - skip to TM2308

0 TM8286 2 827 For how nany years has . . . cmtributed to . ..I‘ KEffiH accowt

IJ Persons 21 years and older with KETCH accost

V 00 .&at applicable V 01 - 30 Jhmber of years

01118288 6 a29 As of (Lest day of reference period) what "as the total balance or market vat&e of assets in . ..'s KECCII ascant

u Persons 21 years and older with KEOCII accost

V 000000 Jot applicsble V 3-200000 .Totol mmmt - skip to V .TM8292

t.**...t.*..*****.*.**.**~~*..***....~***.* l CQwYl

.

l The next 8 fields WW92 throwh l

l W8306) are possible answers to the l

l question: l

. .

l Which kind of assets did . . . hold in l

* in...“ KEOCH accomt(s). Ineach l

* case the range of answers is: l

. .

l v 0 .Nor mrked as m kind of l

. .KEDCW xc-t or not l

. applicable based on l

l .respcine to Tw2aa l

l v 1 Jarked as l kind of KEDCW . .accoult . . . ..t.t***..**.*..*.***.*..........**...~

DTW.292 1 835 Certificates of deposit or other swings certificates

u Persons 21 years and older with KEOCW account

0 Tw"?pc 1836 Ymry market fmds

u Persons 21 years and older with KEOGH accost

DW6296 1 837 U.S. Govermmt securities

u Persons 21 Veers and older with KETCH accost

7-27

8lpPlooQlOplChL MODUlEWAVE

DATA SIZE IEGIY

DTwzpO 1 83a *vlicipl or corporrtc bmds

u Persons 21 yew‘ ud older with KECGH nccomt

D TW300 1 a39 U.S. swim bsrds

u Per‘one 21 yww‘ wd older with KEDOH sccomt

D TMa302 1 840 stoct‘ oc utw1 fvd shhsres

u Per‘cim 21 yew‘ nd older with KEDCH ucunt

DTH8304 1 L141 Other asset‘

u Persons 21 yews nd older with KEOCH &cow&

DTM8306 1 842 Dm't knon which assets

u Persons 21 yews md older with KEOCII Axant

DTM308 1 843 Does . . . have ury life insurance (include grap policies providsd b-9 ww=r‘)

u Pcrsms 21 years md older V 0 .Yot applicable V 1 .ves V 2 .Yo - skip to TM8324

D TN8309 9 a44 that is the face wLue of all life insurmce policies that...has

u Persons 21 years ‘nd older with life insurmce

V 000000000 .Yot wlicable v 99ss999 .1ots1 (IDDU?t - RmQe 5 V .(3:99ww9991

D TM8311 1 a53 I‘ 'Worked" rsrked cm the 1%

U Persms 21 years ud older with life insurance

V 0 .Yot wlicsble V 1 .yes V 2 .Yo - skip to TM8324

DTM312 1 a54 Are my of...' s life inwrmce policies provided through...' s current l?nployer(‘)

U Persm 21 yews rd older with life irpwmce

V 0 .Yot qzplicable V 1 .Yes V 2 .Yo - *tip to TM8324

Dllllu13 6 855 Lhat is the face value of the life insurmce policies provided through . . . '6 ~loyerw

U Persons 21 yews ud older with life insurmcc

V OOQDOO &at wlic&Je V 3-ZOO000 .Face vsluc of Life V .insurmce policies provided V .thrcugh . ..I 0 elTQloyer(‘)

DATA Sl2E BEGIN

mtt*."..*m**~..."...*~~

l CCWENY t

l Iqxxatian flag for topical tiles l

l assets & litiilities record l

. l

l The possible wwers we: l

l v 0 ☺ot iqnlted .

l v 1 .iquted t m*.~...tt...*.t*.tt...*--~

D TM-IPOUI 1 a61 Topical tiles illprtation flag #3a laprtatim of gTWBZOOB

D TM-IPO39 1 862 Topics1 mdules iqzutatim flag U39 Iqzutatim of 'TtG!OZ

D TM-IPo40 1 &53 Topical tiles iapltation flag *O lapltetim of 1Tt@204'

D TM-IPD41 1 864 Topica m&les inpltatim flag ;LLl Iaputatim of '1118206

D TM-IPo42 1 865 Topical mo&les iapltatim flag #42 lapltsticm of 'TM209'

D TM-IPo43 1 866 Topical nodules iwtatim flag #43 laprtstim of '1118210'

D Tl+IPo44 1 867 Topics4 rc&les imputation flag #44 Ilrpltstim of 41m8212'

D lM-IPO45 1 868 Topical nodules inputstim flag x45 laputatim of *Tt4TyBzlC'

D TM-lPO66 1 869 Topical modules inprtatim flag #46 lnpufation of *lM216'

D TM-IPO47 1 870 Topical modules inpltetim flap #47 lqwtetion of '7118218'

D 1wIPo4a 1 a71 lopicsl tiles iapltetim flap x48 Inpltatim of '1118220'

D TM-IPD49 1 8R Topical wdules imputation flag rC9 Iqzutation of 'lH8222'

.t*t...*.,**....t*..***..*...*.~.**~~*.*.

l UIU(EUl l

l The next two flaps ere for source l

l codes uhich have been .x&d to . l Panel 1985 Ueve 7. . .*......t.....t*.......**...*......**...e..

D TM-IPOSO 1 873 lopical ao&Les ilpltatim flap KO Iqzutatian of 'T)18312'

D TM-IPO51 1 874 lopicsl mc&les iqxttation flap x51 laprtatim of '1M313'

7-20

DATA SIZE BEGIN

0 TM-w055 1 875 Topics1 tiles irpltetion flag #55 tqutetim of 'TM2321

D TM-IPOM 1 876 Yopicel mcUes ilprtstion flag K6 llprtatim of 'TH8233'

D TM-IPO57 1 a77 Topics1 tiles iswtetim flap #57 Imtstim of ~IMa234~

0 m-w058 i an3 lopicet tiles imputation flag 258 llputstion of '7118236'

D TWIPO59 1 879 Yopicel tiles ilputstion flap #59 llprtstion of 'TMa23a'

D TM-IPD6D 1 MCI lopicel tiles iapltetion flag #60 Ilprtetion of 'TM2CO'

D TM-IPo61 1 aal Topics1 tiles ilputetion flap #61 Imputation of 'V&3242

D lWIPO62 1 8a2 Topicel tiles inprtatim flag W2 Ieputstion of '11(8244'

D TM-IPO63 1 8a3 Topicel rJblcs inprtstion flag W3 Iqzutatim of 'TM246

0 TM-IPO69 1 aa4 Topicel udules ilrprtetim flag x69 lrpltstim of 'TM8260'

D ill-IPO70 1 885 Topicel w&les illprtatim flag #70 Imputation of *TK3262'

0 TM-IPO7f 1 aa6 Topical robles inpltatim flep 171 IepAstim of 'TW264'

D TM-IPOR 1 17 looicsl tiles iscutation flso 1R &tetim of 'l&268, T&%270,- TIUIZR. TUS271, TlG3276, TW.278, lW3280'

D TWIPO73 1 BBB lqMce1 tiles iqxnetim flag #i3 lnprtarim of *Y&W.*

D TM-IPO74 1 &a9 lcpicsl sdules ilprtstion fleg #7& Ilpltetion of oW3286'

D TWIPO75 1 a90 Topic*1 tiles irprtation flag #75 lnpltetim of 'TW3288*

D TM-IPO76 1 891 lcpicsl tiles iapltetion flag X76 lrprtation of '1118292, 7118294, TW296, TM298, W300, WB302, TM8304'

DATA DCllOM4UY

DATA SIZE BEGIN

D TM-IPO77 1 892 Topics1 llrdules irpltetim flea #?? Ilprtmtim of 'TM83Oa'

D TM-IPO78 1 893 Ycpicsl cables ilprtatim flea #Z3 lllpltetion of '7118309' pension plsn coverege

DTW324 1 894 Chect item TC Are ot-ty wloyer“ ID rubcr‘ ontend in SC2002, or SC2102

U Persons 25 yoers old or older V 0 .Not sppliceble V 1 .Yee V 2 .No -skip to TM

D TM326 la95 Enter job husker for j& 1

U Persons 25 yews old or older do were arployed for usge or salary during the reference period (Enplover 1)

V 0 .Not explicable V 1 - 9 .Job nrnber

.***..t.*.*..tC**~*t*.***.***........~...**

l COVlEWT .

l The next 31 fields (1118330 through l

l TM84431 ere relstea to seployer 1 l

l t**.ttt..**t*..**...*..**..*...***..~***.*

DW8330 1 896 About hou laany persons are arployed by employer one et the location uhere . . . uorts

U Persons 25 years old OP older bite were employed for wage or selsry during the referewe period (Employer 1)

V 0 .Not e@iceble V 1 .U&er 25 V 2 .25 to W Y 3 .lOO or more - skip to TM8342

DlH8334 1 897 Does eevloyer one operate in more then me location

U Persons 25 years old OP older who were employed for wege or celery bring the reference period et business with fewer than 1,000 employees (Employer 1)

V 0 .Not emliceble V 1 .Yes " V 2 .No -skip to TM342

D ma338 1 a98 About hovmeny persons sreaployed by esployer one at bll locstion

U Persons 25 yews old or older rho wre anployed for wage or selery bring the reference period et business with fwr then 1,000 arployees which operetcs in rare then one location CEnployer 1)

V 0 .Not appliceble V 1 .Urder 25 V 2 .25 to W V 3 .lOO or ewe

7-29

PlPP 1990 TOPICAL MODULE WAVE 4

DATA SIZE SEGIN

OTB6342 1 899 Does...~s rqloyer(one) or urim have l retirmt plm for my of its Wh=‘

U Persons 25 yews old oi- older uho wore aployed for w$e or utary &ring the reference period

V 0 .Not applicable V 1 .Yes V 2 *NO - skip to TM8382

DTR8346 1 PO0 1‘ . . . Included in such . pt.”

U S.1.ri.d persona 25 yews old or older JMce qloyer or mien has l retirement plm for my of the wl*v===

V 0 .Not qplicsble V 1 .YN- skip to TM8384 V 2 .No

-.~““tt~H**t*~...***~.~***.***** . l

t

.

.

l

l

.

.

.

.

.

l

.

COW4ENl .

The next 8 flcldr (7118550, lH8354, l

TNE358. 1118362.T~8366.1~8370, l

TM8374, TM328 we possible mswers to* the qxstion: yhy isn’t...incl&ed in* such . plm in l sch c.se the rage of l mswrs is .

t

V 0 .Not marked as a kind of l .re.son or not .pplicable* hased m response to l

.TK3346 l

V 1 .Narked .s I kind of l

. re.swl .

~ttt...“...*t...**....**....~.....**.***

D TM8350 1 Wl chose not to belong

U Salaried persms 25 yers old or older 1410 uort for ua9e or sal.ry the arc not inclded in eqaloyer~s or mien’s retirement plan

D TM8354 1 902 No one I” . ..‘s type of job can belong

U Salaried persms 25 yews old or older Iho work for usge oc selsry *ho ore mt included in arployer’s or anion’s retirmmt plsn

0 TM8358 1 903 . ..dot‘ not work e”cqh hours, weeks or mths per year

U Salsried perso”. 25 yews old or older who work for wge or s.l.ry &ho ore not included in aiployer’s or mim’s retirmmt plan

D TM8362 1 w4 . . . warted this job too close to . ..I‘ retiraent dote

U S.l.ried persons 25 yews old or older &ha uort for vage or salary Iho are not included in slployer~s or mim’s retirement plen

D TM8365 1 905 . . . is too yang

U Salsried persons 25 yews old or older ho am-k for wage or salary ho are not incldcd in gployer’s or mim’s retiramt plan

DATA SIZE KGlN

D TM8370 1906 . . . h.6 not workd for this aploycr long -=a

U S.l.ried persons 25 yews old or older uho wrt for u.Se or s.l.ry uho are not included in rployerls or mien’s retirmt plm

D TM8374 1 907 Other

U klsried persons 25 years old or older Idlo uort for wge or s*l.y Iho we not included in crployer’s or cnimas retirement p1.n

D TM8382 1 908 Check item 76 Is &-&her aployer listed in TM8324

U Perso”. 25 yews old or older uho wart for wage or sslwy

V 0 .Not .$plicable V 1 .YC~ - skip to TM8328 V 2 .No - skip to TM8448

D TN8384 1 909 Is . . . included in mre th.n on rctiraamt or pension ple+n on this job

U Ssleried persons 25 years old or older Aho .re included in. retirummt or pmsim plan

v 0 .Not appliceble V 1 .Yes V 2 .No

D TM8388 1 910 Is . ..I* (besic) rctiramt plul . profit sharinO ~1.”

U Sslaried persons 25 years old or older who .re included in. retirment or pmsion plan

V 0 .Not sppliceble V 1 .Yes - skip to l&33% V 2 .YO

D MS392 1 911 Are the retirement benefits of . ..‘s (basic) pension plan determined by years of service ard pay, or by the mant of cmtributiw to the pla”

U Sslsried persms 25 yews old or otdcr who sre included in. retircamt or pension plan other than profit .h.ring

V 0 .Not .pplic.ble V 1 .S.sed on yews of service md V -WV V 2 .B.sed on the -t cmtributed V .to the ply

D TH8396 1 912 Does e&over cne sake p.ymts touards . ..‘I (basic) plan

lJ klrried persas 25 yews old or older MO ere inc1u.l.d in. retiranmt or pensim plan

V 0 .Not spplicsble V 1 .Yes V 2 .YO

7-30

DATA SIZE SECIY

DYM8400 1 913 Does . . . rke pm~nwts toward . ..'s CbwiC) pin (incluJc pnvpntc ddaxsd froll...'s pay.>

u salaried persa 25 years old or older &ho we inclwkd in a ntiramt or pension plan

V D .Not ~licable V 1 .yes V 2 .NO - skip to TM8420

D TM8404 6 914 "ou rrch does . . . cmtrikute tousrd . ..'s cbasic) plan

u Salaried prrm 25 ycrrs old or older Iho contribute to his/her rctirant pension plan (Eqaloyer 1)

V 000000 dot applicable Vl - 99w99 .1otml -t

D TM8408 1 920 NW does . . . contribute toward . ..'s (basic) plan

u Salaried persons 25 years old or older *ho cmtrihrte to his/her retirunent pemicm plan (EqAoyer 1)

V 0 Jot applicsble V l.Ueek V 2 -Biweekly V 3 Anth V 4 .auarter V 5 .year

DW8412 3 921 1 that percent of salary does . . . cmtritute toward . ..'s (basic) plan (one inplied deciul point)

u Salaried persons 25 years old or older chc contribute to his/her retiranent pension plan (EaploYer 1)

V Ooo .Not qzfAicable v 001 - 999 .percent

DYW42U 2 924 Ilou loma has 1.. been included in this (basic) pln (include only the years that cant toward . ..'s retiramt bmfitc)

u Salaried persons 25 Years old or older I*lo are included in a retiramt or pension pln (Employer 1)

V 00 Jot applicable V 01 -Less than 1 year V 02 - w .nlaher of Years

DTW24 1 926 If . . . were to leave aployer one Iy)y or in the next few mthr, could . . . l vmtrvlly receive sane benefits frm this pln upon reachiw retirement *Se

u Salaried persm 25 Years old or older rrho are included in a retirenmt or pension plan (Employer 1)

V 0 Jot applicable V 1 .Yes - skip to TM8432 V 2 .YO

DATA SIZE SEGlY

DTW28 1 927 Is that because . . . has not been included in this plan mwgh years

u &la&d persms 25 yews old or older included in.ntircmt/pensim plan, uho uarld not receive benefit from this plan if aaploynmt was termirvted early (E&over 1)

V 0 .Not applicable V 1 .Yes V 2 .No

DlW32 1 928 l!&er this plm, could . ..'s retirement benefits froll this plan be received in.1uwsupawent (donot include l~ppupawents lrhich we entirely refmds Of . ..'S contributim to the plan.)

U Salaried persons 25 years old or older rho we included in a reti-t or pensim plan (Employer 1)

V 0 .Not applicable V 1 .YCS V 2 .No

DTW.38 1 929 Does e"olwer Offer . SStWY

U

V V V

D

U

V V V

D

reduti'& ~1e.n. sometimes called either a 4011: or 403b plan? Such a plan allws anplOYeeS to defer part of their salary and not have to pay taxes on the deferred salary mtil they retire or withdraw the money

Persons 25 years old or older r*lo work for "age or sale.rY (E~loyer 1)

0 .Not applicable 1 .YCS 2 .No - skip to 1118446

lw442 1 930 Does . . . participate in this plan

Salaried persons 25 years old or older uhose arployer offers I Salary reduction plan (Employer 0

0 .Not applicable 1 .ves 2 .No - skip to TM8446

lwu3 5 931 AS of (last day of reference period) whet YES the total momt...hd in this plan

u Salaried persms 25 Years old or older uhose e@oyer offers a salary reduction plan

V 00000 .Not applicable V 3-80000 .&rant . . . had in this plan

D TUW.6 1 936 Check item lb Is another employer Listed in TM&328

U Perscns 25 years old or older uho work for wage or salary

V 0 .Not qplicable V 1 .Yes - skip to ~~8328 V 2 .No - skip to TM8448

7-31

&PPlDooTOPtCbA YODULE WAVE A

DATA SIZE EECIN

--m+H. -.-w.

l cowEN l

l TNE next 29 fieltb VW6328 thrcqh l

l TM8445) we related to aployer 2 l

--m.t.m.t-ea

D TM328 1 937 Job nrr&r at wtoyer n&m&r two

U Persona 25 years old or older bra were e+oyed for urge or salary &rirp the referme period

V 0 .Mot qqAicable V 1 - 9 .Jobnu&er

D l&5332 1 938 About bar ry persa-m are uptoyed by this qloyer tw at the location there . . . works

U Persms 25 years old or older Iho were rployed for wge or r.al*ry 6rh-q the reference period

V 0 .Not applicable V 1 .Wder 25 V 2 25 to w V 3 .lOO or mre - skip to TM8344

D TM8356 1 939 Does employer tw operate in wre than me location

U Persons 25 years old or older who were eu&ayed for wSe or salary dring the referme period at a location with fewer than 1,000 WW===

V 0 .NOt eppliceble V 1 .Yes V 2 .No -skip to TM8344

0 WE340 1 940 Abat hou uny persons are captoyed by aployer two at all location

U Persms 25 yews old or older who were aployed for uaSe or sslsry &rinS the reference period at a location with fewer than 1,000 aployees for kusiness that operates in mre thm one location

V 0 .NOt applicable V l.I.k-der25 V 2 25 to w V 3 .lOD or ore

0 wa344 1 941 Does . ..'I aployer tw or mien have a retiracnt pln for my of its WlW===

U Persons 25 years old or older cho were aployed for uape or salary &rinS the referare pried

V 0 .Not apfAicable V 1 .Yes V 2 .Yo - skip to TM8448

0 TN8348 1 942 Is . . . Irulrdcd I" such . plan

U Peroms 25 years old or older lhose rployer or rnim have a retirgnt plan for its sployees

V 0 .Not qqlicable V 1 .Yes- skip to 7118386 V 2 .No - skip to TM8446

DATA SIZE SEtIN

m--m--P

l CWIENT .

l THE nxt 8 fiat& W2352, YM8356, l

l nl83bo. fuK%4, Tns368, Tla372, l

l W3376, THS58D we possible msuers to* l the questi=: Uhy isn't . . . included* l In such l pin in each case the rvpc l

: of mswers is: . .

l v 0 .Not mrked as m kind of * l .reeson or not ~liuble* .

.based on recpmse to l

l .w8348

.

l v 1 .asrked .s . kind of l

l .r*rc+l

.

..*..**.n.+tm.t . . . . . . rmmft+mt-

D TM8352 1 943 chose not to belong

U Persons 25 yews old or older mt i~luded in rployer's retiramt plm

0 TM8356 1944 No one in . ..I6 type of job can belm~

U Persons 25 years old or older not inclrded in caployer~r retirat plm

D TH83bD 1 945 . . . does not work enough hours, weeks or mnths per year

U Persons 25 years old or older rvat included in arployer~r retiramt plan

DTW3.54 1 946 . . . started this job too close to . ..'s retirement date

U Persons 25 years old or older not included in cnployer's retiranent plan

DW8368 1 947 . . . is too yovlg

U Persms 25 years old or older "ot included in nployer's retirement plan

DTM8372 1 940 . . . has not worked for this enployer Lono e"owh

U Perseas 25 years old or older not included in arployer's retiremnt plan

D TM376 1 949 Other Skip to Check item T7 (M8448~

U Persms 25 years old or older )1Qt included in~enployer~s retirgnt plm

0 w83ab 1 950 Is . . . included in more then on rctiranent or pension plan

U Persms 25 years old or older included in enployer'r retirarnt plm

V 0 .Not qlicable V 1 .Yes V 2 .No

D7MS390 1 951 is . ..I* (basic) retiremmt plm a profit shsrinD plan

U Persms 25 years old or older included in eaploycr's retiremmt plan

V 0 .Not applicable V 1 .Yes - skip to TM8398 V 2 .No

7-32

DATA SIZE SECIN

D TIC8394 1 952 Are the ntirant benefits of...'r (basic) pancion pln determined by yesrs of service and pw, or by the -t of cmtributiarr to the plan

U Persons 25 yews okd or- older incl&ed in gloyerls retirement plan uhich Is not profit sharing

V 0 .Not qqlicable V 1 .sUed cm years of service

-a-d WV V 2 .Oared on the -t contributed

.to the pln

D WS398 1 953 Does arployertuoakepqwients towrds . ..'s (bsic) plan

U Persons 25 yews old or older included in rployer's retirant plan

V 0 .Not applicable V 1 .Yes V 2 .No

DTM8402 1 954 Does . . . ake payarntb touerd . ..I& (bmsic) plan (include pmymmts debcted frm . ..'S pay.)

U Salaried persms 25 years old or older Iho are inclti in a retirarrnt or pasion plan

V 0 .Not sFplicsble V 1 .Yes V 2 .No - skip to 1118422

0 1118406 6 955 Ww rrh does . . . contrtkute toward . ..'I (basic) plan

U Salaried persons 25 years old or older *ho contribute to his/her retirenew pension plan (Employer 2)

V 000000 .Not q+licable Vl - 9ww9 .1otal -t

DTMS410 1 961 Ha does . . . contribute toward...'6 (basic) plan

U Salaried persons 25 years old or older who contribute to his/her retirement pension plan (Employer 2)

V 0 .Not applicable V 1 .&et V 2 .Simkly V 3.Mmth V 4 .DuartCr V 5 .Ye*r

DTHW.14 3 962 1 or that percent of salary does .*. cmtrikute toward . ..'I (basic) plan Cne irpliddecial point

lJ Salaried persax- 25 years old or older Iho cmtrikute to his/her retirement pmsim pln (Eqaloyer 2)

V 000 .Not yrplicable v 001 - 999 .Percnt

DATA SIZE EECIN

DTYB422 2965 Hou low has . . . been included in this (basic) plan (include only the years that comt toward . ..'s retirernt benefits)

U Salaried percorm 25 years old or older uho l e included in l retirement or pension plan (Eqloyer 2)

V 00 .Not applicable V 01 .Lese than 1 year V 02 - W .Nur&r of years

D 1118426 1 %7 If . . . were to lewe the aployer mu or in the next feu mthr, could . . . eventwlly receive some benefits froll this pln IJJOII reachinS retiremnt we

U Salaried persons 25 years old or older included in l retiraaat/pncion plan

V 0 .Not applicable v 1 .yes - skip to we436 V 2 .No

DlW30 1 960 Is that because . . . has IY)t been included in this plan emuah years

U Salaried proms 25 years old or older included in l retirement or pension plm uhc would not receive benefit frcan this plan if eqaloyment was terminated early CEnployer 2)

V 0 .Not applicable V 1 .Yes V 2 .No

D TM436 1 969 Under this plan, could . ..'s retirement benefits fraa this plan be received in a luap-smpaynent Wonor include lap-sunpayamtr which are entirely refmds of . ..'s cmtributims to the plan)

U Persw 25 years old or older I*io work for wage or salary (Enplover 2)

V 0 .Not applicable V 1 .Yes V 2 .YO

DTMS440 1 970 Does enplover tuo offer a salary reduction plan, sometimes called either a COlk plan such a plan allows arployees to defer part of their saisry and not have to pay taxes an the deferred salary mtil they retire.

U Salaried prrms 25 years old or older V 0 .Not applicable V 1 .Yes V 2 .Yo - skip to TWX48

01Me.444 1 971 Does . . . participate in this plan

U Salaried persms 25 years old or older uhose cnployer offers a salary reduction plen (Employer 2)

V 0 .Not applicable - skip to 1118448 V 1 .Yes V 2 .No - rkip to TM448

7-33

UPP 1990 TOWCAL MODULE WAVE 4

DATA SIZE BEGIN

DYM8445 5 972 As of (I.st d.y of rcferme pried) dot ws the tot.1 ammt...had in thi. plm

U k1.ri.d m?rsons 25 YC.~. old or older uhdpwticipt& in aployer’s s.l.ry re&ctim plm (Employer 2)

V 00000 .Not ~lictilc v 3- 25000 .Yhc tot.1 -t . . .

.hd in this plan

D TM8448 1 977 Check item 17 IS . . . self aployed

U P~rso”s 25 y..rs old or older V 0 .Not qqaliable V 1 .Yes V 2 .No - skip to TM458

D TM8450 1 978 First bucims ID IN&W

U Persons 25 yews old or older who .re self-*toyed (first business)

V 0 .Not qqalicable V 1 - 9 -ID n&aer

0 TM8454 1 979 Not cotnti~ Social Security, IRA, or KEOCH accents, is . . . covered by . pmsim or retirement in the first business

U Persons 25 yews old or older who .re self-mpl0y.d (first business)

V 0 .Not .pplic.ble V 1 .YCS V 2 .No

D WE.452 1 980 Second hginesr ID nudxr

U Persarc 25 yecars old or older uho we self-*toyed (second busins*>

V 0 .Nat .pplicsble V 1 - 9 .ID ramtaer

D TM8456 1 981 Not CantinS Soci.1 Security, IRA. or KEOCH .ccants, is . . . covered by . pension or retiremmt in the second business

U Personr 25 yews old or older vho .re .elf-aploy& Isecond business>

V 0 .Not qplicsble V 1 .Yes V 2 -No

0 TM8458 1 982 Is . . . 55 To 64 years of sge

U Persons 25 years old or older V 0 .Not *ticable V 1 .Yes V 2 .No - skip to 1~8475

D YW4bO 1 983 (Other then the plsrrs ye have slrexly talked ataut) did _.. hold. job in the past from which . . . eventually expects to receive retiraent benefits, either *s * series of regu1.r payments or .s . lup sun payment .t retirement (excluding S0ci.l Security, railroad retiramt, .rd other pl.ns .lre.dy reported)

DATA SIZE BEClN

U Perrm between the .ge of 55 nd 64 V 0 .Not qzplicsble V 1 .Yes V 2 .No

l *..t***t*�H.~..t.~*.**.***.*~~.~*

l CawENT .

l The next 6 fields (SW& through l

l X8472) .re possible mswr. to the l

l question: . l .

l Is this pension p1.n fran- . l .

l In l .ch c..e the rage of msyers i.: l

l .

l v 0 .Not mrk.d . . . possible l

+ .su.rce of this pnrim l

l .pl.n . l v 1 .l(orked . . . possible l

l .source of this pensim l

. .pl.n .

. ..tt.***......**.*..**.*...~.*.......”~

D TWb2 1 984 A private sployer

U Persons between the a9es of 55 nd 64 uho expect to receive retirement benefits fran . previously held job

D TM8464 1 985 Military

U Perkms between the ages of 55 &-d 64 &IO expect to receive retirement benefit. fron . previously held job

D TM8466 1 986 Feder.1 Sovernnent (civilisn)

U Persons brtueen the .Des of 55 snd 64 who expect to receive retirement benefits fran . previously held job

D 7118468 1 987 State or locsl Bovermm-&s

U Persons between the ages of 55 and 64 *ho enpect to receive retirwvent &fits fran . previously held job

D WE&70 19B8 A mim

U Persms between the .pes of 55 md 64 who expect to receive retiramt bmefitb frm . previously held job

D TM8472 1 989 Other

U Persw betueen the .Des of 55 .nd 64 who expect to receive retiremmt benefits frm . previously held job

D lU8474 2 990 Hw nany years (.ltcgether) did . . . work m <that job/those jobs)

U Persons bet&en the .ger of 55 w-d 64 do expect to receive retirement bmefits fra. previously held job

V 00 .Yot .pplic.ble V 01 - W .years

7-34

DATA SIZE BEGIN

D llt%u1415 1 w2 IS . . . 62 ycrr of we or older

u ~eroons 25 yew. old or older V D Jot wlicoble V 1 .Yes V 2 .YO - skip to TWIUIZ

D YMB476 1 993 Did . . . over receive a trap sun payment from * pension or retirePent plan provided by... Is aployer or mim (inclrde rrfti of . ..@s on cmtri- butions to the plan)

U Personc 62 years old or older V 0 JOI qqaliceblc V 1 .Yes V 2 .YO

D TUB477 2 994 Row ay tirs did . . . receive a Iurp am w-t

U Persms 62 years old or older uho received l 11lp s8.m payamt frm a Pension or retirement plm provided by arployer or vlim

V DO Jot qzplicabte V 01 - W .Yuber of times . . . received V . . lulp LM pnyment

D TUB476 4 996 Vhn did . . . receive the (mst recent) lup Ptm pyamt .

u Persons 62 years old or oMer who received a Lurp *km psynmt fron l pension or retirement plm provided by employer or rnim

V 0000 .not e&iceblc v 19Dl-1991 .Year . . . received the most V .recent luq, SM peymnt

D TM@479 Approxim:ely'E wh did . . . receive

U Persms 62 years old or older who received e Lurp sun p-t frcra a pension or retirwt plan provided by arployer or mion

V 000000 .Not qzplicable V 3 - 15DOOO .Approximate -t received

D TM480 1 1006 At the tir . . . received the (mst recent) llap sm pymmt, did . . . roll over the fwds into m IRA or put them into another (or sme) pension or ret i rement plan

U Persms 62 years old or older Jlo received a Luap su payment fra l pension or retirement plan provided by aployer or tnion

V 0 .not applicable V 1 .Ycr - skip to TW82 V 2 .YO

D lH8481 5 1007 l ** Cwestiomire design error l ** If for l xeqle 3 md 4 ore the rerponces to the wstim: At the tilt . . . received the llrpp sun pa-t, hat did . . . dc with those fmds TM&B1 R?‘y be equal to u or 43 *** End of cement regarding question- naire design l **

DATA SIZE BEGIN

U Persons 62 years old or older t&ho received l Lurp sm payment frm l pension or retirement plan provided by rployer or mica

V 00000 .not applicable V 00001 .Purchased a home or paid off

. . mortgage 00002 .Used it for children's

.eckmtim 00003 .Used it for a period of

.uwaployaent 00004 .Peid off loans, bills, or

.it on other items 00005 -Other

.**.*t***~*..*.t..t~*****.*~-

* ColMYT l

l THE following 5 fields are recodes for l l Tw8481 . ~.ttt**.*...*.*t*****...***.*.~~.*.~.~~

D R&VA 1 1012 Purchased a hcae or paid off a mrtsage

0 R.%81B 1 1013 Used it for children's education

D RB481C 1 1014 Used it for 8 period of vvnploynent

D RBMlD 1 1015 Paid off loans, bills, or spent it on other items

D R&ME 1 1016 Other

D TUBa2 1 1017 Are codes 30, 31. 32, 33, 34. or 35 marked on the ISS

V 0 .Wot applicable V 1 .yes V 2 .Yo skip to check item Tll- V .7118526

0 1m4.33 1 1018 Earlier you said . . . received son? retirement incane other than social security. Did . . . receive these because . . . retired fra a job or business or for sane other ressm

V 0 .Yot applicable V 1 -Retired from job V 2 .Some other reason - skip to V .TM526

D TMIYD 3 1019 The next few questims refer to the job in the pest from which . . . received the retirement incone. What kit-d of business or industry ws . . . 'I mp1oyer

V 000 .Yot applicable V 001-991 .Industry occupation code

D TMOCC 3 1022 V 000 .Wot applicable V 001 - 999 .Industry occrpstim code

735

SIPP loo0 TOPKXL MODULE WAVE 4

DATA SIZE BEGIN

D TM6492 1 1025 Nas . . . ml rployee of

u Pcrsm 25 ~e.rs old or older Iho have received sar rctiranent incane other thn Social Security, railroad retirement, or other plm already reported

i 0 Jot qdicablc 1 .A private coqbmy or lnim

V 2 .Federal ~ernnent (exclude V .Ad Forces) V 3 .stata goverramt V 4 .Loml #cwenamt V 5 .Arrd Forces V V

6 $e~,in fmily husiners - skip to check itcr 111

V .1&¶526

D TN%94 1 1026 About hou y persons were anployed by that qloyer at the location . . . worked

U Pereonr 25 years old or older &IO have received some retirement incane other thm Social Security, railroad retiramt, or other plan already reported

V 0 Jot applicable V l.Under25 V 2.25tow V 3 .lOO to 499 V 4 .soo to 999 V 5 .lOO or wore - skip to TN3500

DTllBL96 1 1027 Did that rployer *rate in more than one location

U Persons 25 +.rs old or older uho have received sollc retirement incme other than Social Security, railroad retircmnt, or other plan already reported frm gployer with fewer than l,ODO rglc.yees

V 0 .Yot qzplicable V 1 .Yes V 2 .Yo - Skip to TM8500

DTM6J.98 1 1028 About howrypersons were aployed ky that cnployer at l ll loc*tims

U Persons 25 years old or older t&ho have receirad sar retirement iwane other than Social Security, railroad retirat, or other pin already reported frcr cqloyer with fewer than 1,000 aploym rho operates st mre than me location

V 0 dot aceticabte V 1 .Mder‘i5 V 2 23 tow V 3 -100 or uxe

DTMBSW 2 1029 Nom any hcurs l week did . . . usually uork at that job

U Persons 25 years old or older who have received SQP retirement incme other than Social Security, railroad retirant, or other plan already repxted

V W Jot applicable V 01 - W .Mours per week

DATA SIZE BEGIN

01118502 2 1031 tlou mmy weeks l year did . . . urrvlly work at that j& (include pid vacatim mi sick luw)

U Persons 25 year‘ old or older &ho have received se retireant incar other than Social Security, railroad retiraaent, or other plan l lrw reported

V 00 .Not ~lic8ble V 01 - 52 .Neek:s per year

D THE504 2 1033 Non many years did . . . wrk at that w

U Persms 25 years old or older the have received sane retirunent inane other than Social Security, railroad retirant, or other plan already reported

V 00 .Not applicable V 01 - 85 .Yesrs arployed at that job

D TM8506 4 1035 In hat year did . . . leave that job

U Persons 25 years old or older uho have received sane retirement incane other than Social Security, railroad retirement, or other plan already reported

V 0000 .Not applicable V 1901-1991 .Year that . . . left that V .job

D TM8508 6 1039 Uhen . . . left that job, bar each "as earning (before deductiaxs for taxes or anything else) (if self-employed, shou net business income)

U Persons 25 years old or older tiho have received sane retiraaent incane other than Social Security, railroad retirement, or other plan already reported

V 000000 .Not spp&icable V 1 - 100000 .Earnings before

.dedwtions for tsxes, etc.,

D TM8510 1 1045 Earning per -

U Persms 25 years old or older 1410 have received sane retiremnt incone other then Social Security, railroad retirement, or other plan already rtprted

V 0 .Not applicable V 1 .Yeek V 2 .Month V 3 .Yeer

D TM.516 4 lOL6 In what year did . . . begin receiving this pension

U Persons 25 years old or older Iho have received sane retiramt incca other then Social Security. railroad retirement, or other plan already reported

V 0000 .Not applicable V 1901.1991 .Year . . . begin receiving V .this pension

DATA SIZE BEGIN

D 7118516 1 1050 l&s the wxmt of...'c(tusic) retirmt benefit* hued cm . . . 9 yew* of *a-vice and pny, or on the mmnt of . ..'I contributions to the plan

u ~crsms 25 yew* old or older t&ho hwe received *me retiramt incoac other thm Boci*l Security, r*ilroad retireant, or other plan *Iready reportul

V 0 .Not qzqlicablc V 1 -Based a7 year* of l ervice ud V -WY V 2 .Based on the -t cmtributed V .to pin

DTM8518 1 1051 Did . . . t*ke r&cd benefits in order to elect l l urvivor option

U Persons 25 yew‘ old or older uho have received *ome retirement incon! other than Socisl Security, rsilroad retirmt, or other plan *Iready reported

V 0 .Not ap@icsble V 1 .YCS V 2 .No

D 1118520 1 1052 nas . ..I* retirarnt Pension ever been incrc*sed for cost-of-living changes

U Persons 25 yews old or older who have received *cm retirement income other than Social Security, railroad retireawn. or other plan already reported

V 0 .Not wlicable V 1 .I*6 - skip to TM8524 V 2 .No

D TM8522 1 1053 Does . ..I* pension plm include * cost-of-living djustmnt provirim

u Persms 25 year* old or older rho have received l ane retireamt inane other than Social Security, rsilroad retirement, or other plan already reported

V 0 .Not ~licsble V 1 .Yes V 2 .No

D TI48524 1 1054 I* . . . my covered by * health plm provided through . ..'I forrr aployer

u persons 2s yew‘ old or older who hwe received l ane retireawn incme other than Soci*l Security, rsilrosd retirment, or other plan already reported

V 0 .Not qqalicable V 1 .Ye‘ V 2 .No

.~*.**t~"****.t.*.*.*.*~*.******...~..***.

l Inputatim flag for retirement *t-d . l pension coverage . .t......*...t.t.....*..*..........*...***...

DATA DICTIOUMY

DATA SIZE BEGIN

D TM-IPO79 1 1055 Topic*1 tiles imputation fl*p W? Inputetim of 'THS330'

V 0 .Not iaprted V 1.1rplted

0 TM-IPOSD 1 1056 Topic*1 m&lea iqut*tim fl*g #&I Ilput*tion of '7118332'

V 0 .Not ilprted V 1 .1aplted

D TM-IPO81 1 1057 Topical modules iaputstion fl*s #81 Iqzutation of '7118334'

V 0 .Not iwted V 1 .Iqxaed

0 TM-IPo82 1 1058 Topics1 &let iqwtation fl*o 1)82 Ilaputatim of 'TM8336'

V 0 .Not irprted V 1 .laplfed

D TM-IPO83 1 1059 Topical acdults imputation fl*g #83 lqwtatim of '7118338'

V 0 .Not irplted V 1 .lnQufed

D TM-IPW 1 1060 Topical tiles inprtatim flag #)L lapltation of 'TW340'

V 0 .bt inplted V 1.1nputed

D TM-tPO85 1 1061 Topical axlutes iaprtatim flag #85 Input*tion of 'TW342'

V 0 .Not imputed V 1 .Ilqaed

D TM-IPO&5 1 1062 Topical nbx!ules imputation flag x86 lnpltetim of 'TM8344'

V 0 .Not irrplted V 1.1nprted

D TM-IPO87 1 1063 Topical nodules iqwtetion flsn #87 lnpltetion of 'TH8346'

V 0 .Not inputed V 1 .Iqxad

D TM-IPO88 1 1064 Topical mdulef iqwtation flag #18 Irplt*tion of 'TH8348'

V 0 .Not i-ted V 1.1aputed

D TM-IPCl89 1 1065 Topical nobles ilprt*tion flag 289 lnputation of '7118350, T-54, TNLU58, T-2, T&%366, THZVO, T-74'

V 0 .Not ilplted V 1.1qluted

D TM-IPOPO 1 1066 Topical nodules imputation fteg #9cl Imputation of 'TM8352, TH8356, 7118360, TwB364, TMK56T118, TM83R. TM8376'

V 0 .Not inputed V 1.1nputed

7-37

SwP1wDTowcAL YODULEWAVE4

DATA SIZE BEGIN

D TM-IPO91 1 1067 Topical ud~les iqutation flag #91 Iqutatim of 'TMKVX'

V D .Not i-ted V 1.1quted

D TM-IPO92 1 1068 Topical m&lee iqzutation flag #92 Iqutetion of 'Ty8586'

V 0 .Not iquted V 1.tlplted

D TM-TPO93 1 1069 Topical tiles imputation flag #93 Ilprtation of 'TlU3388'

V 0 .Not ilplted V 1 .trplted

D TW-IPO94 1 tom Topics1 tiles inputaim flag #94 Irprtatim of oTH8390~

V 0 .Not i-ted V 1 .iqauted

D TM-lPC95 1 1071 Topical axhIts ilqwtatim flag #95 lrprtstim of 'TH8392'

V 0 .Not i-ted V 1 .Iqufed

0 TM-IPO% 1 1072 lopical aakles irnprteticn flag x96 Inpltstim of 'TM8394'

V 0 .Not imputed V 1 .Iqxhd

D TM-IP097 1 1073 Topical dies iqxttation flog #97 Ilputatim of '7118396'

V 0 .Not iaprted V 1 .Iqxad

D TM-IPO98 1 1074 Topical tiles imputation flag #98 IllplJtation of V118398*

V 0 .Not ilptted V 1.taplted

D TM-IPOPP 1 1075 Topical tiles iqutation flag 199 lqzutatim of ~TI(BcW~

V 0 .Not i+uted V l.l~wd

D TM-IPlW 1 1076 Topical pbles imotion flag #lo0 Iqzutatim of 'TYBLOZ'

V 0 .Not iquted V 1 .lqaed

D TM-IPlOl 1 1077 Topical mz&ler iapltatim flag 1101 Irprtstim of 'Ty&(D4, TM&08t

V 0 .Not irplted V l.IqautedTW8404 V 2.Iqx~tedTH8Kl8 V 3.IrprtedlwO4LTm8bO8

DATA SIZE 8EGIY

D TM-IP102 1 107s Topical pdules iaprtatim flag I102 Iqutatim of ~Tl4%06, Tl4SlO~

V 0 .Not lqauted V l.I~tdTW&CW V 2 .Iquted TM8410 V 3.I~tedTI(BCD6LT1(8LlO

D TM-IP103 1 1079 Topical tiles ilprtatim flag 1103 laputatim of 'Tbl8412'

V 0 -Not iqxhd V 1 .Iqxned

D TM-IPlC4 1 1080 Topical m&Its ilprtation flag #loC Ilputatim of '7118414'

V 0 .Not irplted V 1 .tqxJted

D TM-lPlD5 1 1081 Topical modhs iqxxstion flag t105 llnprtstim of 'TM&20

V 0 .Yot iqwted V 1 .tlprted

0 TM-IPlD6 1 1082 Topical w&Its iapltation flag HO6 laprtation of 'TUB&22

V 0 .Not illput‘d V 1.1qxJted

D TM-IP107 1 1083 Topical dies iqwtatim flag X107 laprtatim of 'Tl48424'

V 0 .Not imputed V 1 .tnplted

D Tll-IP108 1 1064 Topical modules imputation flag Xl08 lnprtstim of 'T1(8426'

V 0 .Not ilprted V 1 .tlprted

D TM-IP109 1 1065 lcpicsl modules irpltation flag Xl09 Imputation of 'TM8428

V 0 .Not irplted V 1 .1qxlted

D TM-IPllO 1 1086 Topical mcdules iapltatim flag Ml0 tqwtatim of 'l&%30'

V 0 .Not irplted V 1 .IqiJfed

D TM-IPlll 1 1087 Topical wxbles ilputatim flag Ml1 lqautetion of ~ll4.3432'

V 0 .Not irplted V 1 .laprted

D TM-lP112 1 1088 Topical llodules iqxtstion flag Ml2 laprtetian of *Tbl8&36'

V 0 .Not i-ted V 1.1mprted

7-38

DATA DKxlonARY

DATA SIZE SEGIY

D TM-IPllS 1 1089 T*iul m&Lcs lqwtstim fta9 1113 Iqutatim of ~1)(&(3&

V 0 .wot iqutad V 1.1quted

D TM-IP114 1 1090 Topical RAJL~ fqwtatim flag Ml4 Ilprtatim of ~TWO'

V 0 .llot iqutad V 1.1quttd

D TM-IP115 1 1091 Topical pbla lrprtatim flag 11115 Iqutatim of 'TM6442'

V 0 .llot @LItad V 1 .Iqxad

D TBkIP116 1 1092 Topical rJblcs irprtstim flag H16 Iq8tatim of @TM%43

V 0 .Yot imputed V 1 .Iqxad

D TM-IP117 1 1093 Topical dies irpltstim flag 1117 I+utatim of 'TM6444

V 0 .Yot i-ted V 1 .IWfed

D TWIP118 1 1094 Topical lDdules iqzutatim flag Ml8 Irprtatim of 'TM445'

V 0 .Yot iqauted V 1.1quted

D TM-IPll9 1 1095 Topical dies iqzutatim flsg 1119 lqzutatim of 'TW.54'

V 0 .Yot iqwted V 1.1lprted

D TM-IP120 1 1096 Topic01 tiles iqzutetim flag #120 Iapltatim of 'TMU.56'

V 0 .Yot imputed V 1 .Iqxad

D TM-IP121 1 1097 Topical ~CAJLS iqzutstim flag #121 Iqzutatim of ~TH&60'

V 0 dot irprted V 1.1lplted

D TM-IPl22 1 lop8 Tcpical tiles i-cation flap ll2Z Ilpltatim of 'TM6462. T&3464, TH&66,T&3466,7)(8470,TWLUR'

V 0 Jot ilplted V 1 .1lplted

D TWlP123 1 1099 Topical ~&kc icprtstim flap 8123 lrpltstim of 'TH6474'

V 0 .Yot iaputtd V 1.1quted

D TWIP124 1 1100 Topical modules iaprtatim flag (1124 lnprtatim of '7118476'

V D .Yot ilprted V 1 .Iqxad

DATA s17.E BEGIll

D TWIP125 1 1101 Topical mdulec iqxtatim flag 1125 Ilpltatim of 1TlW77e

V D .Yot i-ted V 1 .lqna?d

D TWIP126 1 1102 Topiulmchhs iqzutatim flw lr126 Ilpltatim of 'TlM3478

V 0 .Not irplted V 1.1qwted

D TM-IP127 1 1103 Topical mo&iLes ilputatim flag 1127 Iqutatim of ~TW79'

V 0 Jot i-ted V 1 .IWwd

D TM-IPl28 1 1104 Topical mwhler ivtatim flag ll26 Iqwtatim of 'TM84801

V D dot i-ted V 1 .1Pputed

D TWtP129 1 1105 Topical mduler iqwtetim flap #lzP Iqxtatim of 'TM&S1

V 0 .Not i-ted V 1 .hpted

D TWIP130 1 1106 Topical modules ilrputatim flag X130 Inpttstim of ~TH8482'

V 0 dot inputed V 1 .Inpufed

D TH-IP131 1 1107 Topical mcdules inprtatim flag X131 Inprtatim of 'TM6483

V D .Yot irrpted V 1.1lrplted

D TWIP132 1 1108 Topical mdules inpltatim flag #132 lrrpltatim of 'TW.492'

V 0 .Yot inputed V 1 .Iqaed

D TM-IP133 1 1109 Topical modules ilrprtatim flag 1133 Iqzutatim of 'TM6494

V 0 .Nct irpitad V 1 .Iqaed

D III-IP134 1 1110 Tepid mohlcs ilpttatim flap X134 lapltatim of 'TW.496'

V D .Yot ilprted V 1 .Inplsed

D TWIP135 1 1111 Topical mdules inprtatim flag 1135 Ioputatim of 'TM8498

V 0 .Not ilrplted V 1.1qm.lted

D TM-IP136 1 1112 Topical nodules inprtatim flag #136 lapltatim of 'TlG3500'

V D .Yot inputed V 1 .laplwd

739

SIPP1OOOTOPICALMODULEWAVE4

DATA SIZE BEGIN

D TIbIP137 1 1113 Topical lodulr iqutatim flag X137 Iqutatim of 'THE502

V 0 .llot iqutcd V 1.1quted

D TM-IPl38 1 1114 Topical &la iapnstim flag #138 Iqutatim of 'TM8504'

V 0 dot imputed V 1.1quted

D TkIP139 1 1115 Topical m&lcs inpltatim flag Ii139 Iqutatim of 'TM6506'

V D dot irprted V 1 .Iq.wd

D TM-IPl40 1 1116 Topical PlLlcc ilputwim flag #lCO Ilprtatim of 'TN85D8, TM8510'

V D Jot iqwted V 1 .Irprtsd TM8503 V 2 .Iquted TM8510 V 3 .Iqmted TM8508L TM8510

D TM-IP141 1 1117 Topical wd.~les iapltetim flag #I41 Inpltatim of *TM8516

V 0 .Yot inprted V 1.1nprted

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D TM-IP143 1 1119 Topical dies iapltstim flag Y143 Ilprtatim of 'TH852D'

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D TM-IPl44 1 1120 Topical Pbles inputatim flag Y144 Inputatim of 'TH8522'

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D TM-IPIYD 1 1122 Topical u&Ler ivtatim flag, Iqutatim of 'inkstry'

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DATA SIZE BEGIN

D TM-IPOCP 1 1123 Topical u&les iqutatim flag, Iqutatim of %bxrpatimn

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D TM-CAL03 1 1124 Topical &Lcs cslculntim flag 83 Calculatim of 'TU8420'

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D TM-CAL05 1 1126 Topical mdules cslculstim flag #5 Calculation of 'TM8450'

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D TM-CAL06 1 1127 Topical modules calculation flag #6 Calculation of '7118452'

V D .Not calculated V 1 .Eslculated

D TM-CAL07 1 1128 Topical acdules calculation flap #7 telculetim of 'TM474

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D TM-CAL08 1 1129 Topical modules calculation flag #E Calcu\etim of 'TM8504'

V 0 .not calculated V 1 .calculated

D TM-CALL?9 1 1130 Topical mdules calculstim flag 1p Calculation of 'TM8506'

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D FILLER 1 1132 Zero Filler

740

BOURCE AND ACCURACY STATNMENT PO8 THE 1990 PUBLIC UBE PILES PROM THE 6URVEY OF

INCOME AND PROGRAM PARTICIPATION

BOllACE OF DATA

The data were collected in the 1990 panel of the Survey of Income and Program Participation (SIPP). The SIPP universe is the noninstitutionalized resident population living in the United States. The population includes persons living in group quarters, such as dormitories, rooming houses, and religious group dwellings. Crew members of merchant vessels, Armed Forces personnel living in military barracks, and institutionalized persons, such as correctional facility inmates and nursing home residents, were not eligible to be in the survey. Also, United States citizens residing abroad were not eligible to be in the survey. Foreign visitors who work or attend school in this country and their families were eligible: all others were not eligible to be in the survey. With the exceptions noted above, persons who were at least 15 years of age at the time of the interview were eligible to be in the survey.

The 1990 panel of the SIPP sample is located in 230 Primary Sampling Units (PSUs) each consisting of a county or a group of contiguous counties. Within these PSUs, expected clusters of 2 living quarters (lQs) were systematically selected from lists of addresses prepared for the 1980 decennial census to form the bulk of the sample. To account for LQs built within each of the sample areas after the 1980 census, a sample was drawn of permits issued for construction of residential LQs up until shortly before the beginning of the panel. In jurisdictions that do not issue building permits, small land areas were sampled and the LQs within were listed by field personnel and then clusters of 4 LQs were subsampled. In addition, sample LQs were selected from supplemental frames that included LQs identified as missed in the 1980 Census and persons residing in group quarters at the time of the Census.

The 1990 panel differs from the other panels as a result of oversampling for low income. The oversample was constructed by taking a small subsample from the 1989 panel, and combing it with the 1990 panel. Variables such as race, ethnicity, and sex were used for the oversampling since low income data for 1989 panel households were unavailable. The 1989 panel subsample contains all Black Headed Households, all Hispanic Headed Households, all Households with Heads having no spouse present, living with relatives, and a random sample of all the other Household types. The latter random sample was done in an attempt to avoid bias in the sample.

Approximately 28,300 living quarters were designated for the 1990 panel. For Wave 1 of the 1990 panel, interviews were obtained from the occupants of about 21,900 of the 28,300 designated living quarters. Most of the remaining 6,400 living quarters in

8-1

Revised May 1992

the 1990 panel were found to be vacant, demolished, converted to nonresidential use, or otherwise ineligible for the survey. However, approximately 1,700 of the 6,400 living quarters in the 1990 panel were not interviewed because the occupants refused to be interviewed, could not be found at home, were temporarily absent, or were otherwise unavailable. Thus, occupants of about 93 percent of all eligible living quarters participated in Wave 1 of the Survey for the 1990 panel. Sample loss at Wave 1 of the 1990 Panel was about 7.1% and is expected to increase to roughly 22.02 at the end of Wave 8.

For Waves 2-8, only original sample persons (Those in Wave 1 sample households and interviewed in Wave 1) and persons living with them were eligible to be interviewed. With certain restrictions, original sample persons were to be followed if they moved to a new address. When original sample persons moved without leaving a forwarding address or moved to extremely remote parts of the country and no telephone number was available, additional noninterviews resulted.

Sample households within a given panel are divided into four subsamples of nearly equal size. These subsamples are called rotation groups 1, 2, 3, or 4 and one rotation group is interviewed each month. Each household in the sample was scheduled to be interviewed at 4 month intervals over a period of roughly 2 years beginning in February 1990. The reference period for the questions is the I-month.period preceding the interview month. In general, one cycle of four interviews covering the entire sample, using the same questionnaire, is called a wave.

A unique feature of the SIPP design is overlapping panels. The overlapping design allows panels to be combined and essentially doubles the sample sizes. However, the 1990 panel is designed so that the first three waves do not overlap with other panels. (The 1988 and 1989 panels were prematurely terminated to provide the funding needed to enlarge the 1990 panel and allow oversampling to take place.) After the third wave, the 1990 panel overlaps with the 1991 panel. Selected interviews for the 1990 panel can be combined with interviews from the 1991 panel. Information necessary to do this is included later in this statement.

The public use files include core and supplemental (topical module) data. Core questions are repeated at each interview over the life of the panel. Topical modules include questions which are asked only in certain waves. The 1990 and 1991 panel topical modules are given in tables 1 and 2 respectively.

Tables 3 and 4 indicate the reference months and interview months for the collection of data from each rotation group for the 1990 and 1991 panels respectively. For example, Wave 1 rotation group 2 of the 1990 panel was interviewed in February 1990 and data for

a-2

the reference months October 1989 through January 1990 were collected.

08timation. The estimation procedure used to derive SIPP person weights involved several stages of weight adjustments. Each person received a base weight equal to the inverse of his/her probability of selection. A noninterview adjustment factor was applied to the weight of every occupant of interviewed households to account for households which were eligible for the sample but were not interviewed. (Individual nonresponse within partially interviewed households was treated with imputation. No special adjustment was made for noninterviews in group quarters.) A factor was applied to each interviewed person's weight to account for the SIPP sample areas not having the same population distribution as the strata from which they were selected.

An additional stage of adjustment to persons' weights was performed to reduce the mean square error of the survey estimates by ratio adjusting SIPP sample estimates to monthly current Population Survey (CPS) estimates of the civilian (and some military) noninstitutional population of the United States by age, race, Spanish origin, sex, type of householder (married, single with relatives, single without relatives), and relationship to householder (spouse or other). The CPS estimates were themselves brought into agreement with estimates from the 1980 decennial census which were adjusted to reflect births, deaths, immigration, emigration, and changes in the Armed Forces since 1980. Also, an adjustment was made so that a husband and wife within the same household were assigned equal weights.

Use of Weights. Users should be forewarned to apply the appropriate veights given on this file before attempting to calculate estimates. The veights vary between unita due to the oversampling that took place. If analysis is done for the general population without applying the appropriate weights, the results vi11 be erroneous. Each household and each person within each household on each wave tape has five weights. Four of these weights are reference month specific and therefore can be used only to form reference month estimates. Reference month estimates can be averaged to form estimates of monthly averages over some period of time. For example, using the proper weights, one can estimate the monthly average number of households in a specified income range over November and December 1990. To estimate monthly averages of a given measure (e.g., total, mean) over a number of consecutive months, and divide by the number of months.

sum the monthly estimates

1 These special CPS estimates are slightly different from the published monthly CPS estimates. The differences arise from forcing counts of husbands to agree with counts of wives.

0-3

The remaining weight is interview month specific. This weight can be used to form estimates that specifically refer to the interview month (e.g., total persons currently looking for work), as well as estimates referring to the time period including the interview month and all previous months (e.g., total persons who have ever served in the military).

To form an estimate for a particular month, use the reference month weight for the month of interest, summing over all persons or households with the characteristic of interest whose reference period includes the month of interest. Multiply the sum by a factor to account for the number of rotations contributing data for the month. This factor equals four divided by the number of rotations contributing data for the month. For example, December 1989 data is only available from rotations 2, 3, and 4 for Wave 1 of the 1990 panel (See table 3), so a factor of 4/3 (See Table 7) must be applied. To form an estimate for an interview month, use the procedure discussed above using the interview month weight provided on the file.

When estimates for months without four rotations worth of data are constructed from a wave file, factors greater than 1 must be applied. However, when core data from consecutive waves are used together, data from all four rotations may be available, in which case the factors are equal to 1.

These tapes contain no weight for characteristics that involve a person’s or household's status over two or more months (e.g., number of households with a 50 percent increase in income between November and December 1990).

Producing Estimates for Census Regions and States. The total estimate for a region is the sum of the state estimates in that region. Using this sample, estimates for individual states are subject to very high variance and are not recommended. The state codes on the file are primarily of use for linking respondent characteristics with appropriate contextual variables (e.g., state-specific welfare criteria) and for tabulating data by user- defined groupings of states.

Producing Estimates for the Metropolitan Population. For Washington, DC and 11 states, metropolitan or non-metropolitan residence is identified (variable H*-METRO). In 34 additional states, where the non-metropolitan population in the sample was small enough to present a disclosure risk, a fraction of the metropolitan sample was recoded to be indistinguishable from non- metropolitan cases (H*-METRO=Z). In these states, therefore, the cases coded as metropolitan (Ii*-WETRO=l) represent only a subsample of that population.

In producing state estimates for a metropolitan characteristic, multiply the individual, family, or household weights by the

8-4

metropolitan inflation factor for that state, presented in table 5. (This inflation factor compensates for the subsampling of the metropolitan population and is 1.0 for the states with complete identification of the metropolitan population.)

The same procedure applies when creating estimates for particular identified BSA's or CMSA~s --apply the factor appropriate to the state. For multi-state MSA’s, use the factor appropriate to each state part. For example, to tabulate data for the Washington, DC-MD-VA MSA, apply the Virginia factor of 1.0521 to weights for residents of the Virginia part of the MSA; Maryland and DC residents require no modification to the veights (i.e., their factors equal 1.0).

In producing regional or national estimates of the metropolitan population, it is also necessary to compensate for the fact that no metropolitan subsample is identified within two states (Mississippi and West Virginia) and one state-group (North Dakota - South Dakota - Iowa). Thus, factors in the right-hand column of table 5 should be used for regional and national estimates. The results of regional and national tabulations of the metropolitan population will be biased slightly. However, less than one-half of one percent of the metropolitan population is not represented.

Producing Estimates for the Non-Metropolitan Population. State, regional, and national estimates of the non-metropolitan population cannot be computed directly, except for Washington, DC and the 11 states where the factor for state tabulations in table 5 is 1.0. In all other states, the cases identified as not in the metropolitan subsample (METRO=Z) are a mixture of non- metropolitan and metropolitan households. Only an indirect method of estimation is available: first compute an estimate for the total population, then subtract the estimate for the metropolitan population. The results of these tabulations will be slightly biased.

Combined Panel Estimates. Both the 1990 and 1991 panels provide data for October 1990-August 1992. Thus, estimates for these time periods may be obtained by combining the corresponding panels. However, since the Wave 1 questionnaire differs from the subsequent waves' questionnaire, we recommend that estimates not be obtained by combining Wave 1 data of the 1991 panel (collected February - May of 1991) with data of the 1990 panel. In this case, use the estimate obtained from either panel. Additionally, even for other waves, care should be taken when combining data from two panels since questionnaires for the two panels differ somewhat and since the length of time in sample for interviews from the two panels differ.

8-5

Combined panel estimates may be obtained either (1) by combining estimates derived separately for the two panel6 or (2) by first combining data from the two files and then producing an estimate.

1. u SeDarate Estfmates

Corresponding estimates from two consecutive year panels can be combined to create joint estimates by using the formula

3 - wJx + (l-w)>, (A)

h

J = joint estimate (total, mean, proportion, etc);

A J, = estimate from the earlier panel:

A

J2 = estimate from the later panel:

W = weighting factor of the earlier panel.

To combine the 1990 and 1991 panels use a W value of 0.608 unless one of the panels contributes no information to the estimate. In that case, the panel contributing information receives a factor of 1. The other receives a factor of zero.

2. Combinina Data from Separate Files

Start by first creating a file containing the data from the two panel files. Apply the weighting factor, W, to the weight of each person from the earlier panel and apply (1-W) to the weight of each person from the later panel. Estimates can then be produced using the same methodology as used to obtain estimates from a single panel.

Zllustration 0 f r comouti;Da combined Dane1 estimate.

Suppose SIPP estimates for Wave 5 of the 1990 panel show that there were 441,000 households with monthly December income above $6000. Also, suppose SIPP estimates for Wave 2 of the 1991 panel show that there were 435,000 households with monthly December income above $6000. IS

Using formula (A), the joint level estimate

h

J = (0.608)(441,000) + (0.392)(435,000)

= 438,648

8-6

ACCURACY OF THE BBTIMATES

SIPP estimates obtained from public use files are based on a sample: they may differ somewhat from the figures that would have been obtained if a complete census had been taken using the same questionnaire, instructions, and enumerators. There are two types of errors possible in an estimate based on a sample survey: nonsampling and sampling. The magnitude of SIPP sampling error can be estimated, but this is not true of nonsampling error. Found below are descriptions of sources of SIPP nonsampling error, followed by discussions of sampling error, its estimation, and its use in data analysis. More detailed discussions of the existence and control of nonsampling errors in the SIPP can be found in the Quality Profile for the Survey of Income Ead Proaram . . . Particlnatioq May 1990, by Jabine, , assisted by King and Petroni.

Nonsampling Variability. Nonsampling errors can be attributed to many sources, e.g., inability to obtain information about all cases in the sample, definitional difficulties, differences in the interpretation of questions, inability or unwillingness on the part of the respondents to provide correct information, inability to recall information, errors made in collection such as in recording or coding the data, errors made in processing the data, errors made in estimating values for missing data, biases resulting from the differing recall periods caused by the rotation pattern used and failure to represent all units within the universe (undercoverage). Quality control and edit procedures were used to reduce errors made by respondents, coders and interviewers.

Undercoverage in SIPP results from missed living quarters and missed persons within sample households. It is known that undercoverage varies with age, race, and sex. Generally, undercoverage is larger for males than for females and larger for blacks than for nonblacks. Ratio estimation to independent age- race-sex population controls partially corrects for the bias due to survey undercoverage. However, biases exist in the estimates to the extent that persons in missed households or missed persons in interviewed households have different characteristics than the interviewed persons in the same age-race-Spanish origin-sex group. Purther, the independent population controls used have not be adjusted for undercoverage.

Some respondents do not respond to some of the questions. Therefore, the overall nonresponse rate for some items such as income and other money related items is higher than the nonresponse rates presented on page 2. The Bureau uses complex techniques to adjust the weights for nonresponse, but the success of these techniques in avoiding bias is unknown.

8-7

Comparability With Other Btatistfas. Caution should be exercised when Comparing data from these files with data from other SIPP products or with data from other surveys. The comparability problems are caused by sources such as the seasonal patterns for many characteristics, definitional differences, and different nonsampling errors.

Ssmpling Variability. Standard errors indicate the magnitude of the sampling variability. They also partially measure the effect of some nonsampling errors in response and enumeration, but do not measure any systematic biases in the data. The standard errors for the most part measure the variations that occurred by chance because a sample rather than the entire population was surveyed.

Confidence Interrrsls. The sample estimate and its standard error enable one to construct confidence intervals, ranges that would include the average result of all possible samples with a known probability. For example, if all possible samples were selected, each of these being surveyed under essentially the same conditions and using the same sample design, and if an estimate and its standard error were calculated from each sample, then:

1. Approximately 68 percent of the intervals from one standard error below the estimate to one standard error above the estimate would include the average result of all possible samples.

2. Approximately 90 percent of the intervals from 1.6 standard errors below the estimate to 1.6 standard errors above the estimate would include the average result of all possible samples.

3. Approximately 95 percent of the intervals from two standard errors below the estimate to two standard errors above the estimate would include the average result of all possible samples.

The average estimate derived from all possible samples is or is not contained in any particular computed interval. However, for a particular sample, one can say with a specified confidence that the average estimate derived from all possible samples is included in the confidence interval.

Hypothesis Testing. Standard errors may also be used for hypothesis testing, a procedure for distinguishing between population parameters using sample estimates. The most common types of hypotheses tested are 1) the population parameters are identical versus 2) they are different. Tests may be performed at various levels of significance, where a level of significance is the probability of concluding that the parameters are different when, in fact, they are identical.

8-8

To perform the most common hypothesis test, compute the difference X, - h, where X, and X, are sample estimates of the parameters of interest. A later section explains how to derive an estimate of the standard error of the difference X, - %. Let that standard error be sDIFF. and +1.6 times s,,,,,

If x, - X, is between -1.6 times sDDIPF no conclusion about the parameters is

justified at the 10 percent significance level. If on the other hand, X, - X, times 4, F,

is smaller than -1.6 times %,rr or larger than +1.6 the observed difference is significant at the 10

percent ievel. In this event, it is commonly accepted practice to say that the parameters are different. Of course, sometimes this conclusion will be wrong. When the parameters are, in fact, the same, there is a 10 percent chance of concluding that they are different.

Mote when using small estimates. Because of the large standard errors involved, there is little chance that summary measures would reveal useful information when computed on a smaller base than 200,000. Also, care must be taken in the interpretation of small differences. For instance, in case of a borderline difference, even a small amount of nonsampling error can lead to a wrong decision about the hypotheses, thus distorting a seemingly valid hypothesis test.

Btandard Error Parameters and Tables and Their Use. Host SIPP estimates have greater standard errors than those obtained through a simple random sample because clusters of living quarters are sampled. To derive standard errors that would be applicable to a wide variety of estimates and could be prepared at a moderate cost, a number of approximations were required. Estimates with similar standard error behavior were grouped together and two parameters (denoted nan and “b”) were developed to approximate the standard error behavior of each group of estimates. These "an and "bn parameters are used in estimating standard errors and vary by type of estimate and by subgroup to which the estimate applies. Table 6 provides base "aw and "b" parameters to be used for estimates obtained from core data and for some estimates from topical module data. These parameters are considered preliminary. Revised parsmeters sre seen to follow.

The factors provided in table 7 when multiplied by the base parameters of table 6 for a given subgroup and type of estimate give the *'a*' and "bll parameters for that subgroup and estimate type for the specified reference period. For example, the base "a" and "bl' parameters for total number of households are -0.0000664 and 6,043, respectively. For Wave 1 the factor for October 1989 is 4.0000 since only 1 rotation month of data is available. So, the "a" and 'lb" parameters for total household income in October 1989 based on Wave 1 are -0.0002656 and 24,172, respectively. Also for Wave 1, the factor for the first quarter of 1990 is 1.2222 since 9 rotation months of data are available

a-9

(rotations 1 and 4 provide 3 rotations months each, while rotations 2 and 3 provide 1 and 2 rotation months, respectively). So, the "an and "bH parameters for total number of households in the first quarter of 1990 are -0.0000812 and 7,386, respectively for Wave 1.

The "an and mbw parameters may be used to calculate the standard error for estimated numbers and percentages. Because the actual standard error behavior was not identical for all estimates within a group, the standard errors computed from these parameters provide an indication of the order of magnitude of the standard error for any specific estimate. Methods for using these parameters for computation of approximate standard errors are given in the following sections.

For those users who wish further simplification, we have also provided preliminary general standard errors in tables 8 through 11 for making estimates with the use of data from all four rotations. Note that these standard errors must be adjusted by a factor (f) from table 6. The standard errors resulting from this simplified approach are less accurate. Methods for using these parameters and tables for computation of standard errors are given in the following sections. Standard errors provided in tables 8 through 11 will change when revised parameters are available.

For the 1990, 1991 combined panel parameters, multiply the parameters in table 6 by the forthcoming appropriate factor from table 15. The factors later provided in table 16 adjust parameters for the number of rotation months available for a given estimate. These factors, when multiplied by the combined panel parameters derived from table 6 for a given subgroup and type of estimate, give the "a" and nb" parameters for that subgroup and estimate type for the specified combined reference period.

For calculating 1990 topical module variances, table 12 is designated to later provide base "arl and "bn parameters. Table 13 also in the near future will provide base "an and "'b" parameters for computing the 1990, 1991 combined panel topical module variances. These parameters will also be provided when revised generalized variance parameters are available.

Procedures for calculating standard errors for the types of estimates most commonly used are described below. Note specifically that these procedures apply only to reference month estimates or averages of reference month estimates. Refer to the section "Use of Weights" for a more detailed discussion of the construction of estimates. Stratum codes and half sample codes are included on the tapes to enable the user to compute the variances directly by methods such as balanced repeated replications (BRR). William G. Cochran provides a list of

8-10

references discussing the application of this technique. (See Sampling Techniques, 3rd Ed., New York: John Wiley and Sons, 1977, p. 321.)

Standard Errors of l atimatod aumbers. The approximate standard error, S,, of an estimated number of persons, householdo, families, unrelated individual6 and 60 forth, can be obtained in two ways. Both apply when data from all four rotation6 are USed to make the estimate. However, only the second method should be Used when less than four rotation6 of data are available for the estimate. Note that neither method should be applied to dollar values.

It may be obtained by the use of the formula

4 = fs (1)

where f is the appropriate nfom factor from table 6, and 6 is the standard error on the estimate obtained by interpolation from table 8 or 9. Alternatively, formula

sX may be approximated by the

s, = 4-x (2)

from which the standard errors in tables 8 and 9 were calculated. Here x is the size of the estimate and '@a@' and "bn are the parameters associated with the particular type of characteristic being estimated. Use of formula 2 will provide more accurate results than the use of formula 1.

uustration.

Suppose SIPP estimates for Wave 1 of the 1990 panel show that there were 472,000 households with monthly household income above $6,000. The appropriate parameters and factor from table 6 and the appropriate general standard error from table 8 are

a= -0.0000664 b = 6,043 f = 1.00 6 - 53,300

Using formula 1, the approximate standard error is

6, = 53,300

8-11

Using formula 2, the approximate standard error i6

J(-0.0000664) (472,000)’ + (6,043) (472,000) - 53~300

Using the standard error based on formula 2, the approximate 90- percent confidence interval a6 shown by the data is from 387,000 to 557,000. Therefore, a conclusion that the average estimate derived from all possible samples lies within a range computed in thi6 way would be correct for roughly 90% of all samples.

estimates. Will be provided when combining factor6 are available.

Standard Error of a Hean. A mean is defined here to be the average quantity of some item (other than persons, families, or households) per person, family or household. For example, it could be the average monthly household income of females age 25 to 34. The standard error of a mean can be approximated by formula 3 below. Because of the approximation6 used in developing formula 3, an estimate of the standard error of the mean obtained from this formula will generally underestimate the true standard error. The formula used to estimate the standard

error of a mean F is

where y is the size of the base, 6' is the estimated population variance of the item and b is the parameter associated with the particular type of item.

The population variance 6' may be estimated by one of two methods. In both method6 we assume x\ i6 the value of the item for unit i. (Unit may be person, family, or household). To use the first method, the range of values for the item is divided into c intervals. The upper and lower boundaries of interval j are Z)., and Z., respectively. groups such that Zj., < xI 5 2,.

Each unit is placed into one of c

8-12

The estimated population variance, s2, is given by the formula:

(4)

where p is the estimated proportion of units in group j, and mj = (Zj., 4 z-1 /2. The most representative value of the item in group j is' assumed to be m-. If group c is open-ended, i.e., no upper interval boundary exists, is

then an approximate value for m,

The mean, z can be obtained using the following formula:

In the second method, the estimated population variance is given by

(5)

where there are n units with the item of interest and w1 is the

final weight for unit i. The mean, E, can be obtained from the

formula

8-l 3

When forming combined estimates using formula (A), s2, given by formula (4), each panel.

should be calculated by forming a distribution for The range of values for the item will be divided

into intervals. Combined estimates for each interval can be obtained using formula (A). Formula (4) can be applied to the

combined distribution. To calculate f and 6’ given by formula

(5), replace xi by Wx, for xi from the earlier panel and (1-W)x, for xi from the later panel.

uustration.

Suppose that based on Wave 1 data, the distribution of monthly Cash income for persons age 25 to 34 during the month of January 1988 is given in table 14.

Using formula 4 and the mean month)y cash income of $2,530 the approximate population variance, 6, is

sz = ( 319’,3g7511) (150)' +(&ps5511) (450)2 +..... +

(&',489&) (g,OOO)'- (2,530)" -3,159,887.

Using formula 3, the appropriate base "bV1 parameter and factor

from table 6, the estimated standard error of a mean E is

s, = 4,890 39,851,OOO

(3,159,887) - $20

Etandard error of aa aggregate. An aggregate is defined to be the total quantity of an item summed over all the units in a group. The standard error of an aggregate can be approximated using formula 6.

8-14

As With the estimate of the standard error of a mean, the estimate of the standard error of an aggregate will generally underesgimate the true standard error. Lst y be the size of the base, 6 be the estimated population variance of the item obtained using formula (4) or (5) and b be the parameter associated with the particular type of item. The standard error of an aggregate is:

s, = d(b) (~1s' (6)

ttandard Crrors of tstimat6d Peroentages. The reliability of an estimated percentage, computed using sample data for both numerator and denominator, depend6 upon both the size of the percentage and the sire of the total upon which the percentage is based. Estimated percentages are relatively more reliable than the corresponding estimates of the numerators of the percentages, particularly if the percentage6 are 50 percent or more, e.g., the percent of people employed is more reliable than the estimated number of people employed. When the numerator and denominator of the percentage have different parameters, use the parameter (and appropriate factor) of the numerator. If proportion6 are presented instead of percentages, note that the standard error of a proportion is equal to the standard error of the corresponding percentage divided by 100.

There are two types of percentages commonly estimated. The first 16 the percentage of persons, families or households sharing a particular characteristic such a6 the percent Of persons Owning their own home. The second type is the percentage of money or some similar concept held by a particular group of persons or held in a particular form. Examples are the percent of total wealth held by persons with high income and the percent of total income received by persons on welfare.

For the percentage of persons, families, or households, the approximate standard error, So,,,,, can be obtained by the formula'

of the estimated percentage p

Sl.w) - fs (7)

when data from all four rotations are used to estimate p. In this formula, f is the appropriate “fn factor from table 6 and 6 is the standard error of the estimate from table 10 or 11.

8-15

AltermkiVelY, it may be approximated by the formula

(8)

from which the standard errors in tables 10 and 11 were calculated. Here x is the size of the subclass of social units which is the base of the percentage, p is the percentage (0<p<100), and b is the parameter associated with the characteristic in the numerator. Use of this formula will give more accurate results than use of formula 7 above and should be Used when data from less than four rotations are used to estimate P*

uustration,

Suppose that, in the month of January 1990, 6.7 percent of the 16,812,OOO persons in nonfarm households with a mean monthly household cash income of $4,000 to $4,999, were black. Using formula 8 and the "b" parameter of 4,755 from table 6 and a factor of 1 for the month of January 1990 from table 7, the approximate standard error is

4,755 (16,812,OOO)

(6.7) (100-6.7) = O.Otpercent

consequently, the 90 percent confidence interval as shown by these data is from 6.0 to 7.4 percent.

For percentages of money, a more complicated formula is required. A percentage of money will usually be estimated in one of two ways. It may be the ratio of two aggregates:

or it may be the ratio of two means with an adjustment for different bases:

8-16

where xr and x,, are aggregate money figures, z' and z' are

mean money figures, and #a is the estimated number in group A

divided by the estimated number in group N. In either case, we estimate the standard error as

where sP is the standard error of & , s* is the standard error

of z* and Sg is the standard error of z' . To calculate s,,, use

formula 8. The standard errors of FM and & may be

calculated using formula 3.

It should be noted that there is frequently some correlation

between fiA, Z", and jFA . Depending on the magnitude and sign

of the correlations, the standard error will be over or underestimated.

uustration.

Suppose that in January 1990, 9.8% of the households own rental property, the mean value of rental property is $72,121, the mean value of asset6 is 578,734, and the corresponding standard errors are 0.25%, $4678, and $2287. In total there are 86,790,OOO households. Then, the percent of all household assets held in rental property is

= 100 (0.098) ;;;;a) - 9.0% (

8-17

Using formula (9), the appropriate standard error is

= 0.007

= 0.7%

Standard Error of a Difference. The standard error of a difference between two sample estimates is approximately equal to

S(,-J4 - &--q (10)

where s1 and sY are the standard errors of the estimate6 x and y. The estimates can be numbers, percents, ratios, etc. The above formula assumes that the correlation coefficient between the characteristics estimated by x and y is zero. If the correlation is really positive (negative), then this assumption will tend to cause overestimates (underestimates) of the true standard error.

mustration.

Suppose that SIPP estimates 6hOW the number of persons age 35-44 year6 with monthly cash income of $4,000 to $4,999 was 3,186,OOO in the month of January 1990 and the number of persons age 25-34 years with monthly cash income of 94,000 to $4,999 in the same time period was 2,619,OOO. Then, using parameters from table 6 and formula 2, the standard errors of these numbers are approximately 124,000 and 112,000, respectively. The difference in sample estimates is 567,000 and, using formula 10, the approximate standard error of the difference is

~(124,000,2 + (112,000)' * 167,900

Suppose that it is desired to test at the 10 percent significance level whether the number of persons with monthly cash income of 94,000 to $4,999 was different for persons age 35-44 years than for persons age 25-34 years. To perform the test, compare the difference of 567,000 to the product 1.6 x 167,000 - 267,200. Since the difference is greater than 1.6 times the standard error of the difference, the data show that the two age group6 are significantly different at the 10 percent significance level.

8-18

Standard Error of a Uedian. The median quantity of some item such as income for a given group of persons, families, or households 16 that quantity such that at least half the group have as much or more and at least half the group have a6 much or 1.866. The sampling variability of an estimated median depends upon the form of the distribution of the item as well as the size of the group. To calculate standard error6 on medians, the procedure described below may be used.

An approximate method for measuring the reliability of an estimated median is to determine a confidence interval about it. (See the section on sampling variability for a general discussion of confidence intervals.) The following procedure may be used to estimate the 68-percent confidence limits and hence the standard error of a median based on sample data.

1. Determine, using either formula 7 or formula 8, the standard error of an estimate of 50 percent of the group:

2. Add to and subtract from 50 percent the standard error determined in step 1;

3. Using the distribution of the item within the group, calculate the quantity of the item such that the percent of the group owning more is equal to the smaller percentage found in step 2. This quantity Will be the upper limit for the 68-percent confidence interval. In a similar fashion, calculate the quantity of the item ouch that the percent of the group owning more is equal to the larger percentage found in step 2. This quantity will be the lower limit for the 68-percent confidence interval:

4. Divide the difference between the two quantities determined in step 3 by two to obtain the standard error of the median.

To perform step 3, it will be necessary to interpolate. Different method6 of interpolation may be used. The most common are simple linear interpolation and Pareto interpolation. The appropriateness of the method depend6 on the form of the distribution around the median. If density is declining in the area, then we recommend Pareto interpolation. If density is fairly constant in the area, then we recommend linear interpolation. Note, however, that Pareto interpolation can never be used if the interval contains zero or negative measures of the item of interest. Interpolation 16 used a6 fOllOW6. The quantity of the item such that "pm' percent own more is

8-19

if Pareto Interpolation is indicated and

x--[~ (4-4) +4]

(11)

(12)

if linear interpolation is indicated, where N 16 the size of the grow,

A, and A,

N, and N,

are the lower and upper bounds, respectively, of the interval in which '6( falls,

are the estimated number of group members owning more than A, and AZ, respectively,

exp refers to the exponential function and

Ln refers to the natural logarithm function.

Illustration.

TO illustrate the calculations for the sampling error on a median, we return to table 14. The median monthly income for this group is $2,158. The size of the group is 39,851,OOO.

1. Using formula 8, the standard error of 50 percent on a base of 39,851,OOO is about 0.6 percentage points.

2. Following step 2, the two percentages of interest are 49.4 and 50.6.

3. By examining table 14, we see that the percentage 49.4 falls in the income interval from 2000 to 2499. (Since 55.5% receive more than $2,000 per month, the dollar value corresponding to 49.4 must be between $2,000 and $2,500). Thus, A, = $2,000, A, - $2,500, N, = 22,106,000, and N, = 16,307,OOO.

a-20

In this case, we decided to use Pareto interpolation. Therefore, the upper bond of a 68% confidence interval for the median is

Also by examining table 14, we see that 50.6 fall6 in the same income interval. Thus, A,, AZ, N, and N2 are the same. We also use Pareto interpolation for this case. so the lower bound of a 68% confidence interval for the median is

Thus, the 68-percent confidence interval on the estimated median is from $2137 to $2177. An approximate standard error is

$2177 - $2137 -S20 2

standard Error6 of Ratios of Means and Medians. The standard error for a ratio of means or medians is approximated by:

(13)

where x and y are the means or medians, and sX and sy are their associated standard errors. Formula 13 assumes that the mean6 are not correlated. If the correlation between the population means estimated by x and y are actually positive (negative), then this procedure will tend to produce overestimates (underestimates) of the true standard error for the ratio of means.

SWD:DButler:sc:DBUT133

8-21

Table 1. 1990 Panel Topical Modul8s

Wave

1

2

3

4

7

8

ToDica1 Module None

Recipiency History Employment History Work Disability History Education and Training History Marital History Migration History Fertility History Household Relationships

Child Care Arrangements Child Support Agreements support of Non-household Members Utilization of Health Care Sen&xS Functional Limitations h Disability Work Schedule

Assets & Liabilities Retirement Expectations h Pensions

Plan Coverage Real Estate, Property, and Vehicles

Taxes Annual Income and Retirement Accounts School Enrollment and Financing

Child Support Agreements Support of Non-household Members Utilization of Health Care Services Functional Limitations & Disability Not in Labor Force Spells

Selected Financial Assets Medical Expenses h Work Disability Real Estate Shelter Costs Dependent Care Vehicles

Annual Income h Retirement Accounts Taxes school Enrollment 61 Financing

8-22 .

Table 2. 1991 Panel Topical Nodules for waves 1 through 5'

Wave

1

2

Tooical Modulg

None

Welfare History Recipiency History Employment History Work Disability History Education and Training History Marital History Migration History Fertility History Household Relationships

Work Schedule Child Care Arrangements Child Support Agreements Support for Non-household Members Functional Limitations & Disability Utilization of Health Care Services

Selected Financial Assets Medical Expenses & Work Disability Real Estate Shelter Costs Dependent Care Vehicles

Taxes Annual Income and Retirement Accounts School Enrollment and Financing

Topical Modules for waves 6 through 8 are not yet available.

8-23

yable 3. Reference Months for Bach Inteaiew Wonth - 1990 Panel

Referme Period

Uonth of Jntcrvicv

feb 90

aar

Apr

NW

JUl

JUl

w

sept

vet

YW

Pat

.

.

.

ctprpz

v2 x x x

IA x x

I/4 X

1/l

2/2 2A

t/4 20

s/2

3/-J 3/h

lrt ouarter (1990)

w owrter 3rd owrtw (IWO)

X

x x

X x x

x x x X

x x x x

X x x x

x x x X

x x x x

X x x x

x x x

x x

4th Owrter . . . m Ouarter 3rd Ousrter (1990) (1992) (1992)

St NW Dee &Dr May Jun &I AUP See

X

x x

. . . . . . . . . -

x x x x

8-24

7*c4. Ref- nmthc for EdI Intewicu IwIth - lW1 ml

flmth of Jnterviw

feb 91

mar

rpr

W

JUt

JUl

w

fcpt

vet

NW

OK

.

sept 93 811

4th Ousrter 1st owrter (1990) (1991)

Wt Yov Dee Jan feb Mar

x x x X

x x x x

X x x x

x x x

x x

X

R*f*rarr Perk4

X

x x

X x x

x x x X

x x x x

X x x x

x x x

x x

4th Owrter . . . 2nd Ouarter 3rd Ousrter (1991) (1993) (1993)

Qct NW Dee ~rWtwJun Ja

X

x x

_ . . . . . . . . .

x x x x

8-25

. I

Fable 5. Yetropolitan Subsample Factors to be Applied to Compute National aad Suboational mthates

Northeast: Connecticut Maine Massachusetts New Hampshire New Jersey New York Pennsylvania Rhode Island Vermont

1.0387 1.2219 1.0000 1.2234 1.0000 1.0000 1.0096 1.2506 1.2219

1.0387 1.2219 1.0000 1.2234 1.0000 1.0000 1.0096 1.2506 1.2219

Midwest: Illinois 1.0000 1.0110 Indiana 1.0336 1.0450 Iowa w-m e-s Kansas 1.2912 1.3055 Michigan 1.0328 1.0442 Minnesota 1.0366 1.0480 Missouri 1.0756 1.0874 Nebraska 1.6289 1.6468 North Dakota s-s S-B Ohio 1.0233 1.0346 South Dakota B-w w-m Wisconsin 1.0188 1.0300

South: Alabama 1.1574 1.1595 Arkansas 1.6150 1.6179 Delaware 1.5593 1.5621 D.C. 1.0000 1.0018 Florida 1.0140 1.0158 Georgia 1.0142 1.0160 Kentucky 1.2120 1.2142 Louisana 1.0734 1.0753 Maryland 1.0000 1.0018 Mississippi v-s s-w North Carolina 1.0000 1.0018 Oklahoma 1.0793 1.0812 South Carolina 1.0185 1.0203 Tennessee 1.0517 1.0536 Texas 1.0113 1.0131 Virginia 1.0521 1.0540 West Virginia m-v S-B

Factors for Factors for

use in State use in Regional or CMSA (MSA) or National Tabulations Tabulations

- indicates no metropolitan subsample is identified for the state

8-26

Table 5 oont'd. Metropoliteu Subsample Factors to be Applied to Compute lsational and Subnational Estimates

West: Alaska 1.4339 1.4339 Arizona 1.0117 1.0117 California 1.0000 1.0000 Colorado 1.1306 1.1306 Hawaii 1.0000 1.0000 Idaho 1.4339 1.4339 Montana 1.4339 1.4339 Nevada 1.0000 1.0000 New Mexico 1.0000 1.0000 Oregon 1.1317 1.1317 Utah 1.0000 1.0000 Washington 1.0456 1.0456 Wyoming 1.4339 1.4339

Factors for Factors for use in State use in Regional or CMSA (MSA) or National Tabulations Tabulations

- indicates no metropolitan subsample is identified for the state

a-27

Table 6x BIPP Benerali8ed Varianoe Parameters for 1990 Panel Pub110 me File -- Preliminary *

Characteristics Parameters

TOTAL PERSONS

16+ Program Participation and Benefits, Poverty (3) Both Sexes Male Female

16+ Income and Labor Force (5) Both Sexes Male Female

16+ Pension Plan ** (4) Both Sexes Male Female

All Others l ** (6) Both Sexes Male Female

WHITE PERSONS

16+ Program Participation and Benefits, Poverty (3) Both Sexes Male Female

16+ Income and Labor Force (5) Both Sexes Male Female

16+ Pension Plan ** (4) Both Sexes Male Female

All Others *** (6) Both Sexes Male Female

a 42

-0.0000843 14344 -0.0001772 14344 -0.0001604 14344

-0.0000287 4890 -0.0000605 4890 -0.0000547 4890

-0.0000525 8956 -0.0001108 8956 -0.0001001 8956

-0.0000771 17784 -0.0001595 17784 -0.0001493 17784

f

0.90

0.52

0.71

1.00

-0.0000934 15898 0.95 -0.0001964 15898 -0.0001778 15898

-0.0000318 5420 0.55 -0.0000670 5420 -0.0000606 5420

-0.0000582 9926 0.75 -0.0001228 9926 -0.0001110 9926

-0.0000855 19710 1.05 -0.0001768 19710 -0.0001655 19710

8-28

Table 6 cont'd. 8IPP Genoralitod Varianoo Paramotora for 1990

Panel Public B80 Pile -- Preliminary l

Characteristics

BLACK PERSONS

Poverty (1) Both Sexes Hale Female

All Others l ** (2)

Both Sexes Male Female

Parameters

n k f

-0.0003182 8843

-0.0006793 8843 -0.0005987 8843

0.71

-0.0001723 4755 0.52 -0.0003704 4755 -0.0003223 4755

HISPANIC PERSONS

Poverty (1) Both Sexes Male Female

All Others *** (2) Both Sexes Male Female

-0.0000609 10374 0.76 -0.0001282 10374 -0.0001160 10374

-0.0002294 4755 0.52 -0.0004589 4755 -0.0006727 4755

HOUSEHOLDS

*

l *

l **

Total -0.0000641 6043

White -0.0000823 6698

Black -0.0002888 3018

Hispanics -0.0005290 3018

For cross-tabulations, use the parameters of the characteristic with the smaller number within the parentheses.

1.00

1.05

0.71

0.71

Use the "16+ Pension Plan" parameters for pension plan tabulations of persons 16+ in the labor force. Use the "All Others" parameters for retirement tabulations, O+ program participation, O+ benefits, O+ income, and O+ labor force tabulations, in addition to any other types of tabulations not specifically covered by another characteristic in this table.

Use the "All Others" parameter for any type of tabulation not specifically covered by another characteristic in this table.

a-29

Table 7. Factors to be Applied to Tab10 6 Baa@ Parameters to Obtaia Parameters for variou8 Boferenco Periods

Y of available rotatmn month S’

Monthly estimate

factor

1 2 3 4

4.0000 2.0000 1.3333 1.0000

Quarterly estimate

6 1.8519 8 1.4074 9 1.2222 10 1.0494 11 1.0370 12 1.0000

The number of available rotation months for a given estimate is the sum of the number of rotations available for each month of the estimate.

a-30

Tab10 8. Btandard Errora of Estimated mmbers of Houmholds, Families or Unrelated Per8ons (Numbers in Thousands)

Size of Estimate

200

300

500

750

1,000

2,000

3,000

5,000

7,500

10,000 l

Standa,rd Error

35

43

55

67

77

109

132

169

204

232

Size of Estimate

15,000

25,000

30,000

40,000

50,000

60,000

70,000

00,000

90,000

Standard Error

275

331

349

368

369

351

312

242

78

1 To account for sample attrition, multiply the standard error of the estimate by 1.04 for estimates which include data from Wave 5 and beyond.

8-31

Table 9. EItandard SrrOra of S&hated Eumberm of Persons (Numbers in Thousands)

Size of Estimate

200

300

600

1,000

2,000

5,000

8,000

11,000

13,000

15,000

17,000

22,000

26,000

30,000

. ,

Standard Error

60

73

103

133

188

295

371

432

467

499

529

595

641

681

Size of Estimate

50,000

80,000

100,000

130,000

135,000

150,000

160,000

180,000

200,000

210,000

220,000

230,000

Standard Error

835

964

1005

1004

999

966

934

838

688

578

425

108

To account for sample attrition, multiply the standard error of the estimate by 1.04 for estimates which include data from Wave 5 and beyond.

8-32

,Pablo 10. standard Errors of Estimated Percentages of of Households Families or Oarelated Perttons

Base of Estimated Percentage (Thousands)

200

300

500

750

1,000

2,000

3,000

5,000

7,500

10,000

15,000

25,000

30,000

40,000

50,000

60,000

80,000

90,000

S 1 or 2 99

1.73

1.41

1.09

0.89

0.77

0.55

0.45

0.35

0.28

0.24

0.20

0.15

0.14

0.12

0.11

0.10

0.09

0.08

ES

2 or 98 25 or 75

L

2.43

1.99

1.54

1.26

1.09

0.77

0.63

0.49

0.40

0.34

0.28

0.22

0.20

0.17

0.15

0.14

0.12

0.11

mated R

5 or 95

3.79

3.09

2.40

1.96

1.69

1.20

0.98

0.76

0.62

0.54

0.44

0.34

0.31

0.27

0.24

0.22

0.19

0.18

10 or 90

5.20

4.26

3.30

2.69

2.33

1.65

1.35

1.04

0.85

0.74

0.60

0.47

0.43

0.37

0.33

0.30

0.26

0.25

7.50

6.20

4.76

3.89

3.37

2.38

1.94

1.51

1.23

1.06

0.87

0.67

0.61

0.53

0.48

0.43

0.38

0.35

50

8.70

7.10

5.50

4.49

3.89

2.75

2.24

1.74

1.42

1.23

1.00

0.78

0.71

0.61

0.55

0.50

0.43

0.41

, To account for sample attrition, multiply the standard error of the estimate by 1.04 for estimates which include data from Wave 5 and beyond.

8-33

I

Table Xl. Standard trrors of Estimated Peraentages of Persons

Base of Estimated Percentage (Thousands)

200

300

600

1,000

2,000

5,000

8,000

11,000

13,000

17,000

22,000

26,000

30,000

50,000

80,000

100,000

130,000

220,000

230,000 I

5 1 or 2 95

2.97

2.42

1.71

1.33

0.94

0.59

0.47

0.40

0.37

0.32

0.28

0.26

0.24

0.19

0.15

0.13

0.12

0.09

0.09

Estimated Percentages

2 or 98 5 or 95 10 or 90 25 or 75 50

4.17 6.50 9.00 12.90 14.90

3.41 5.31 7.30 10.50 12.20

2.41 3.75 5.20 7.50 8.60

1.87 2.91 4.00 5.80 6.70

1.32 2.06 2.83 4.08 4.71

0.83 1.30 1.79 2.58 2.98

0.66 1.03 1.41 2.04 2.36

0.56 0.88 1.21 1.74 2.01

0.52 0.81 1.11 1.60 1.85

0.45 0.70 0.97 1.40 1.62

0.40 0.62 0.85 1.23 1.42

0.37 0.57 0.78 1.13 1.31

0.34 0.53 0.73 1.05 1.22

0.26 0.41 0.57 0.82 0.94

0.21 0.32 0.45 0.65 0.75

0.19 0.29 0.40 0.58 0.67

0.16 0.25 0.35 0.51 0.58

0.13 0.20 0.27 0.39 0.45

0.12 0.19 0.26 0.38 0.44

1 To account for sample attrition, multiply the standard error of the estimate by 1.04 for estimates which include data from Wave 5 and beyond.

8-34

Table 12. 1990 TOpiCal Module Generalized Variaaice Parameters

Fertility Y Females (16+)

Total White Black Hispanic

Births (16+ females) Total White Black Hispanic

Educational Attainment (16+) Wave 2

Total White Black Hispanic

Wave 5 Total White Black Hispanic

Marital Status and Person's Family Characteristics

Some H?i members (16+) Total White Black Hispanic

All HE members (O+) Total White Black Hispanic

a b

-0.0000403 3,982 -0.0000526 4,414

-0.0002431 2,878 -0.0006864 4,851

-0.0000735 7,261 -0.0000960 8,048 -0.0004432 5,248 -0.0012518 8,847

-0.0000286 5,424 -0.0000372 6,012 -0.0001810 3,921 -0.0002797 3,921

-0.0000312 5,913 -0.0000405 6,553 -0.0001972' 4,273

-0.0003048 4,273

-0.0000433 8,209 -0.0000563 9,098 -0.0002738 5,933 -0.0004232 5,933

-0.0000405 9,975 -0.0000534 11,055 -0.0002374 7,209 -0.0003478 7,209

a-35

Child Support (16+ females) Wave 3

Total White Black Hispanic

Wave 6 Total White Black Hispanic

Support for non-household members (16+)

Wave 3 Total White Black Hispanic

Wave 6 Total White Black Hispanic

Health and Disability (0+) Total White Black Hispanic

O-15 Child Care Wave 3

Total White Black Hispanic

Wave 6 Total White Black Hispanic

a b

-0.0000612 6,043 -0.0000799 6,698 -0.0003698 4,368 -0.0006180 4,368

-0.0000667 6,587 -0.0000871 7,301 -0.0004021 4,761 -0.0006736 4,761

-0.0000319 6,043 -0.0000414 6,698 -0.0002016 4,368 -0.0003116 4,368

-0.0000347 6,587 -0.0000452 7,301 -0.0002198 4,761 -0.0003396 4,761

-0.0000318 7,818 -0.0000419 8,666 -0.0001861 5,651 -0.0002727 5,651

-0.0000867 4,890 -0.0001195 5,420 -0.0004064 3,535 -0.0008883 5,956

-0.0000945 5,331 -0.0001303 5,908 -0.0004430 3,853 -0.0009682 6,492

8-36

a b

Welfare History and AFDC Both Sexes la+

Total White Black Hispanic

Males 18+ Total White Black Hispanic

Females 18+ Total White Black Hispanic

-0.0000783 14,344

-0.0001016 15,898 -0.0005025 10,367 -0.0007784 10,367

-0.0001638 14,344

-0.0002112 15,898 -0.0011083 10,367

-0.0015697 10,367

-0.0001501 14,344 -0.0001959 15,898 -0.0009194 10,367 -0.0015441 10,367

8-37

Table 13. Distribution of Monthly Cash Income Among Persons 25 to 34 years old

,

Fable 14. PaCtOr to be Applied to Base parsmeters to Obtain Combined Panel Parameters for Estimates from Various Reference Periods.

# of avaialble rotation months

2 for 2 mmels coS

Monthly Estimate

2 4.0000 3 3.0000 4 2.0000 5 1.6667 6 1.3333 7 1.1667 8 1.0000

Quarterly Estimates

12 15 18 19 24

Annual Estimates

96

1.8519 1.5631 1.2222 1.1470 1.0000

1.0000

Estimates are based on monthly averages.

The number of available rotation months for a given estimate is the sum of the number of rotations available for each month of the estimate for the two panels. There must be at least one rotation month available for each month from each panel for monthly and quarterly estimates.

8-39

B-40

APPENDIX A-l

Income Sourca Code Uat

Code Incoma Sources

1 - so&l Security 2 - U.S. Government Rallroad Retirement pay 3 - Federal Supplemental Securfty Income (SSI) 5 - State unemployment compensation 6 - Supplemental Unefnpfoyment 8wMt.s 7 - Other unemployment ccmpensation (Trade Adjustment Act benefits, strike pay, other) 8 - Veterans ccmpansaticn cr pensiom 10 -Worker’s compensation 12 - Employer or unfon temporary skkness policy 13 - Payments from a dckness, a&dent or dlsabflfty fnsurance policy purchased on your own 20 - Akf to Families with Dependent Children (AFDC. ADC) 21- General assistance or General relief 23 - Foster child care payments 24 - Other welfare 25 - WIC (Women. Infants and Children) Nutrition Program 27 - Food stamps 28 - Child support payments 29 -Alimony payments 30 - Pension from company or union 31 - Federal Civil Service or other Federal civilian employee pensions 32 - U.S. Military retirement pay 34 - State government pensions 35 - Local government pensions 36 - Income from paid-up life insurance pdicies or annuities 37 - Estates and trusts 33 - Other payments for retirement, disability or survivor 40 - G.I. SilI/VEAP education benefits 41 - Other VA educational assistance 50 - lnccme assistance from a charitable group 51 - Money from relatives or friends 52 - Lump sum payments 53 - Income from roomers or boarders 54 - National Guard or Reserve pay 55 - incidental or casual earnings 55-Othercashinccme not inch&d elsewhere 75 - Catagories combined and recoded for confidentiality reasons

State Administered Supplemental Securfty Income (old code 4) Black lung payments (dd code 9) State temporary sickness or disability beneftts (dd code 11) Indian. Cuban, or Refugee Assistance (dd code 22) National Guard or Reserve Force retirement (dd code 33)

Al-l

SIPP RECThNCUL*R FILES

CodeAsaetLld

100 - Regular/pas&z& savings accounts In a bank, savings and loan or credit union 101 - Money market deposit accounts 102 - Certifiites of Depostl or othar savings cerUfiias 103 - NOW, Super NOW or other interest earning checking accounts 104 - Monay msrket hlnds 106 - U.S. Government securities 106 - Municipal or corporate bonds 107 - Other Interest-earning assets 110 - Stocks or mutual fund shares 120-R8tltdproperty 130 - Mortgages MO-Floyahii 150 - Other RMnciai investments

Code Special lndiutcim

170-worked 171 -Disabled 172 - Medicare 173 - Medicaid 174 -U.S. Saving Bonds (E. EE) 175 - College Work Study 176 - PEU Grant 177 - Supplemental Educational Opportunity Grant (SEOG) 178 - National Direct Student Loan (NSL) 179 - Guaranteed Student Loan 180 - JTPA Tralning 181 - Employer assistance 182 - Fellowship/Scholarship 183 - Other financial aid 200 - VA disability rating of 100% 201 -VA disibiiii of less than 100%

Al-2

APPENDIX A-2

Income Sources Included in Monthly Cash Income

Earnings lrom Employment

Wages and salaries Nonfarm self-employment income Farm seff+mpfoyment income

Income from Assets (Property Income)

Regutar/pas&ook savings accounts in a bank, savings and loan or credit union Money market deposlt accounts cefliflltesdDepositorothsrsavingscehMcates NOW, Super NOW or other lnterest+amlng checking accounts Money market funds U.S. Government securltiis Municipal or corporate bonds Other interest-earning assets Stocks or mutual fund shares

Red property Mortgages Royalties Other financial investments

Other Income Sources

social security U.S. Government Railroad Retirement pay Federal Supplemental Security Income (SSI) State Administered Supplemental Security Income State unemployment compensation Supplemental Unemployment Benefits Other unemployment compensation (Trade Adjustment Act benefss, strike pay, other) Veterans compensation or pensions Slack lung payments Worker’s compensation State temporary sickness or disability benefas Payments from a sickness, accident or disability insurance policy purchased on your own AJd to Famllies wlth Dependent Children (AFDC. ADC) General As&tam or General Relief Indhn. Cuban, or Refugee Assistance Foster chii care payments Other welfare C%itd support payments

Ain-lY payme- Pension from company or union Federal civil Service or other Federal cbilian employee pensions U.S. Military retirement pay Nationel Guard or Reserve Forces retirement State government pensions Local government pensions Income from paid-up life insurance policies or annuities Estates and trusts

A2-1

SIPP RECTARGUUR FILES

Other payments for mtlremeru, disabilify or wwhm bench 6.1. Bill/MAP education benefbs Income assistance from a charitable group Money from relatives or friends

!iiZtZX- oomm or boarders Nadonal Guard or %serve pay lncklenta or cfsual txmhvJs Other cash income not included elsewhere

M-2

APPENDIX A-3

Sources of Means-Tested Beneftts Covered in SIPP

Cash Beneftta

Federal Supplemental Security Income (SSI) State Administered Supplemental Security Income Veterans’ pmslons Aid to Families with Dependent Children (AFDC, ADC) General hslstance or General Relief Indiin. Cuban, or Refugee Assistance Otherwelfare Foster child care payments

Noncarh Benefti

Food Stamps Speclal Supplemental Food Program for Women, Infants, and Children (WIG) Low-Income Home Energy Assistance Medicaii Free or reduced price school lunches Free or reduced price school breakfasts Public or subsidized rental housing

B-1

I

A3-2

APPENDIX A-4

1980 Census of Population Occupation ClassMcatbn System

(The numbers in parenthfws refer to the 1980 Standard Occupationd cbssiAcatlon code equivalents. Pt means part. N.e.c. means not elsewhere dassifii.)

1980 Code

MANAGERlAL AND PROFESSIONAL SPEClALW OCCUPAllONS

Executive, Admlnlstrative. and Managerial Occupations

003 004 005 006 007

009 013 014 015 016 017 018 019

023 024 025 026 027 028 029 033 034 035 036 037

043

Legislators (111) chief executives and general administrators. public administratlon (112) Administrators and offiiials. public administration (1132-l 139) Administrators, protective services (1131) Financial managers (122) Personnel and labor relations managers (123) Purchasing managers (124) Managers, marketing, advertising. and public relations (125) Administrators, education and related fields (128) Managers, medicine and hdth (131) Managers, properties and real estate (1353) Postmasters and mail superintendents (1344) Funetai directors (pt 1359) Managers and adrnlnistrators. n.e.c. (121, 126. 127.132-139. ext. 1344.1353, pt 1359) Management related occupations

Aczcountants and auditors (1412) Underwriters (1414) Other financial officers (14151419) Management analysts (142) Personnel, training, and labor relations speciehts (143) Purchasing agents and buyers, farm products (1443) Buyers, wholesale and retail trade except farm products (1442) Purchasing agents and buyers, n.e.c. (1449) Buslness and promotion arents (145) construction inspectors (1472) Inspectors and compliance officers, ext. construction (1473) Management related occupations, n.e.c. (149)

Professional Speciatty Occupations

Engineers, Architects. and Surveyors Architects (161) Engineers

Aerospace (1622) Metallurgical and materials (1623) Mining (1624) Petrdeum (1625) Chemical (1626) Nuclear (1627) Civil (1628) AgricuItural(l632) Electrkal and electronic (1633.1636) industrial (1634)

057 Mechanical (1635)

A4-1

SIPP RECVNGUIAU FILES

058 058 063

084 065 066 867 068

069 073 074 075 076 077 078 078 083

084 085 086 087 088 088

095 096 097

098 098 103 104 105 106

113 114 115 116 117 118 119 123 124 125 126 127 128 129 133 134 135 136

Marine and naval architects (1637) Engineers. n.e.c. (1639)

Surveyors and mapping scientists (164) Mathematical and Computer scientists

Computer systems analysts and scientists (171) Operadons and systems researchers and analysts (172) Actuaries (1732) statlstklans (1733) Mathematrcal scii3ntists, n.e.c. (1739)

Natural sdentlsts Physkfsts and astronome rs (1842.1843) caemisb except biochamlsts (1845) Atrmspbrk and space scientists (1846) Geologists and gecdesists (1847) Physical sdentists. n.e.c. (1849) Agrhltural and food scientists (1853) Bii@cal and life scientists (1854) Forestry and conservation scientists (1852) Medical scientists (1655)

Health Diagnosing Occupations Physicians (261) Dentists (262) Veterfnarians (27) Optometrists (281) Podwists (283) Health diagnosing practitioners, n.e.c. (289) Heslth Assessment and Treating Occupations Registered nurses (29) Pharmecists (301) Diitniins (302) Therapists

Inhalation therapists (3831) Occupational therapists (3332) Physics) therapists (3633) Speech therapists (3934) Therapists, n.e.c. (3839) Physicians assistants (394)

Teachers. Postsecondary Earth, environmental, and marine science teachers (2212) Biological science teachers (2213) Chemistry teachers (2214) Physics teachers (2215) Natural scfence teachers. n.e.c. (2216) Psychdogy teachers (2217) Economics teachers (2218) Hiiory teachers (2222) Pdiical science teachers (2223) Sociology teachers (2224) Social science teachers, n.e.c. (2225) Engineering teachers (2226) Mathematkal science teachers (2227) Computer science teachers (2228) Medical science teachers (2231) Health speciahies teachers (2232) Business, commerce, and marketing teachers (2233) Agriculture end forestry teachers (2234)

A4-2

APPENDIX A.4 - DCUJPAllON CUSSIFICATIDN SVSTEY

137 138 139 143 144 145 146 147 148 149 153 154

N1(?8) P(157)

158 159 163

164 165

166 167 168 169 173

174 175 176 177

178 179

183 184 165 186 187 188 189 193 194 195 197 198

ht. drama, and musk teacners (2235) Phystcai educatkmteacbrs (2236) Edulaorl teachers (2237) Englii teachers (2238) Forelgn hnguage teachers (2242) Law teachers (2243) sodal work teachers (2244) Thedogy teachers (2245) Trade and industriei teachers (2246) Home economb teachers (2247) Teachers postsecondary. n.e.c. (2249) Postsecondary teachers, subject not spedfred

Teachers, Except P&secondary Teachers, prekindergarten and kindergarten (231) Teachers, elementary school (232) Teachers, secondary school (233) Teachers, special education (235) Teachers, n.e.c. (236, 239)

Counsalors. educational and vocational (24) Ubrarhns, ArctrMsts, and Curators

Lbrarians (251) Archivists and curators (252)

So&d Scientists and Urban Planners Economists (1912) Psycholcgists (1915) Soddogists (1916) So&l scientists. n.e.c. (1913. 1914. 1919) Urban planners (192)

Social, Recreation, and Reiigious Workers Soclel workers (2032) Recreation workers (2933) Clergy (2942) Religious workers, n.e.c. (2049)

Lawyers and Judges Lawyers (211) Judges (212)

Writers, Artists, Entertainers, and Athletes Authors (321) Technical writers (398) Designers (322) Musicians and composers (323) Actors and directors (324) Painters. sculptors, cratt-artists. and artist printmakers (325) Photographers (326) Dancers (327) Artists, pertcrmers, and related workers, n.e.c. (328.329) Editors and reporters (331) Public relations specialists (332) Announcers (333) Athletes (34)

A43

8tPP RECTANGULM FtLE8

203 204 205 206 207 208

213 214 215 216 217 218

223 224 225

226 227 228 229 233 234 235

33

!53 !54 55 56 57

58 59

53 i4 is 6 i7 8 9 4 5

76) 7

TECHNICAL, SALES, AND ADMlNlSTRATfVE SUPPORT OCCUPATfONS

Technictans and Rebted Suppcrl Occupations

Health Technofogists and Technkians clinkal hbonitory technobghts and technkians (362)

Dental hya- W) Health record technoiogists and technkians (364) RadMogk technkians (365) Lkensed practkal nurses (366) Health techndogists and teclrnkians. n.e.c. (3B9)

Technologists and Tech&tans, Except Health Engineerfng and Related Techncbgists and Technklans

Ekctrkal and electronic tech&fans (3711) lndustdai engineering technicians (3712) Mechmkal engineering technkkns (3713) Engineerfng technicians, n.e.c. (3719) Drafting occupations (372) Surveying and mapping technicians (373)

Science Technicians Bidogicai techniclans (382) Chemical technicians (3831) Science technkians, n.e.c. (3832,3833,384,38Q)

Technicians; Except Health, Engineering, and Science Airplane ptkts and navigators (825) Air traffii contrdlers (392) Broadcast equipment operators (393) Computer programmers (3971.3972) Tool programmers, numerical contrd (3974) Legal arAsistants (396) Technicians. n.e.c. (399)

Sales Occupations

Supervisors and proprietors, sales occupations (40) Sales Representatives, Finance and Business Services

Insurance sales occupations (4122) Real estate sales occupations (4123) Securities and financial services sales occupations (4124) Advertising and related sales occupations (4153) Sales occupations, other business services (4152)

Saks Representatives, Ccrnmcditks Except Retail &lt?s engineers (421) Sales representatives, mining, msnufacturing. and whdesale (423,424)

Sales Workers, Retail and Personal Services Sales workers. motor vehkles and boats (4342.4344) Saks workers, apparel (4346) Sales workers, shoes (4351) Saks workers, furniture and home furnishings (4348) Sales workers; radio. TV, hi-fl. and appliances (4343.4352) Sales workers, hardware and building supplies (4353) Sales workers, parts (4367) Saks workers, other cornmodiiies (4345,4347,4354,4356,4359.4362,4369) Sates counter derks (4363) cashiirs (4364) Street and door-to-door safes workers (4366)

A44

AMENDotM-occuPMloN cLAsmcAnwsvslEM

278 Newsvendors (4365)

283 284 285

303 304 305 308 307

308 309

(313) 314 315

t16 I17 ;18 19 23

25 26 27 !8 B N t6

37) 8 9 3 4

i i .

Sales R&ted Oocupations lhnmstmtors. promoters and models. sales (445) Allcdma tw Sales support occupations, n.e.c. (444446,449)

Admlnk3trative Support Occupations, lncludlng Clwioal

Supe&ors. Administrative Support Occupations Supervhors. genaral of&x (4511,4513.4514.4516,4519,4529) Supervisors, computer equipment operators (4512) Supervlsorr financial records prowssing (4521) Chief comrnunkattons operators (4623) Supew&s; distribution. schedrdlng, and adjusting derks (4522,46244528)

Computer Equipment Operators thnlputer operators (4612) Peripheral equipment operators (4613)

Secretaries. Stenogmphers,and Typists Secretaries (4622) Stenographers (4623) TYWS (4624)

lntormation clerks

Interviewers (4842) Hotet clerks (4643) Transportation ticket and reservation agents (4644) Receptionists (4645) information derks. n.e.c. (4649)

Records Processing Occupations, Except Financial Ciassifwsdad derks (4662) Correspondence derks (4663) Order derks (4664) Personnel derks. except payroll and timekeeping (4692) Ubrary clerks (4694) File derks (4656) Records derks (4699)

Fiincial Recorcls Processing Occupations Bookkeepers, accounting, and auditing derks (4712) Payrdl and timekeeping clerks (4713) Billing derks (4715) Cost and rate derks (4716) Billing, posting, and calculating machine operators (4718)

Duplk%lng. Malt and Other office Machine Operators Dup8cating machine operators (4722) Mall prepsrhg and paper handling machine operators (4723) Offce machine operators, n.e.c. (4729)

Communications Equipment Operators Telephone operators (4732)

TtJeeraphers (4733) Communications equipment operators, n.e.c. (4739)

Mall and Message Distributing Occupstions Postal d&s. axe. mail carriers (4742) Mail carriers, postal service (4743) Mail derks, ext. postal service (4744) Messengers (4745)

Material Recording, Scheduling, and Distributing Clerks Dispatchers (4751)

A4-5

SIPP RECTANGUUR FILES

363 364 365 366 363 369 373 374

375 376 3TI 378

379 383 384 385 386 387 369

403 404 405

Tz7)

413 414 415

416 417

418 423 424

425 426 427

433 434

ww

Pt’oductbn coodnators (4752) Tmffic, shipping, and recetving derks (4763) Stock and kventory derks (4754) Meter readeK (4755) Welghers, measurers, and checkers (4756) Samplers (4757) Expediters (4758) Material recording, scheduling. and distributing derks, n.e.c. (475-Q)

Adjusters and lnvestlgators lnsumnce ad@mrs, axamfnem, and investigatom (4782) investigators and adjusters except tnsumnce (4783) Ellglbuny clerks, SochJ welfare (4764) Bill and account cdlectors (4786)

Miscdlanecus Administmtive Support Occupations Gened offke derks (463) Bank tellers (4791) Proofreaders (4792) Data-entry keyers (4793) Statistical derks (4794) Teachers’ aides (47%) Administrative support occupations, n.e.c. (4787, 4799)

SERVICE OCCUPATtONS

Private HousefroM Occupations

Launderers and ironers (593) Cooks, private househdd (584) Housekeepers and Butters (595) Chltd care workers, private househdd (SOS)

P&ate household deaners and servants (582,507.5QQ)

Protective Service Occupations

Supervisors, Protective Service Occupations Supervisors, firefighting and fire prevention occupations (5111) S~~~IVISO~~. police and detectives (5112) supervisors, guards (5113)

FirefrightIng and Fire Prevention Occupations Fire Inspection and fire prevention occupations (5122) Fiiefighting occupations (5123)

Pdice and Detectives Pdice and detectives, public service (5132) Shedffs batiiis. and other taw enforcement officers (5134) conectional institution offkeK (5133)

Guards Crossing guards (5142) Guards and poiice, ext. p&Iii service (5144) Protective service occupations, n.e.c. (5149)

Senrfce Occupations, Except Protective and Household

Food Preparation and Service Occupations Supervisors, food preparation and service occupations (5211) Bartenders (5212) Waiters and waftresses (5213)

436 437 438 439 443 444

445 446 447

448

$23) 454 455

456 457 458 459 483 464 465 466 467 468 489

W(473) 474 475 476

477 479 483 484

485 486 487 488 489

APPENDIX&4 - OCCUPAllON CU!WFKWlON SYSTEM

tzook& except shotl order (5214) .shomxler cooks (5215) Food counter, fountain and related occupations (5216) Kitchen workers, food prepamtion (5217) walt&/waitresses’ assktam (5218) Miscellaneous food prepamtion occupations (5219)

Health service Occupations oental assistants (5232) Haalth aides. except nursing (5233) Nursing aides, o~Ieriies. and attendants (5226)

Cfeaning and Building Service Occupations, except Household Supervisors, cleaning and building service workers (5241) Maids and housemen (5242,5249)

Janitors and deaners (5244) Elevator operators (5245) Pest contrd occupations (5246)

Personal ServkX Occupations superv&om. personal service occupations (5251) Barbers (5252) Hakdressers and cosmetdogists (5253) Attendants, amusement and recreation facflitfes (5254) Guides (5255) ushers (5256) Public transportation attendants (5257) Baggage porters and bellhops (5262) Welfare service aides (5262) Child care worker&except prtvate househdd (5264) Personal service occupations, n.e.c. (5256,5269)

FARMING, FORESTRY, AND FISHING OCCUPAlfONS

Farm Operators and Managers

Fanners. except horticultural (5512-5514) Horticultural specialty fanners (5515) Managers, farms. except horticultural (5522-5524) Managers, horticultural specblty farms (5525)

Other Agrlcuttuml and Related Occupations

Farm Occupations, Except Managerial Supervisors, fan workers (5611) Farm workers (56125617) Marine life cuttivation workers (5618) Nursery workers (5619)

Related Agricultural Occupatiw Supervisors, related agricultural occupations (5621) Groundskeepers and gardeners, except farm (5622) Animal caretakers, except farm (5624) Graders and sorters, agricuftuml products (5625) Inspectors, agncuttural products (5627)

A4-7

Forestry and Logging Ocoupations

Supewkors. forestry, and logging workers (571) Forestry workers, except logging (572) Timber cutting and logging occupatfons (573,579)

Fiohere, Hunters, and Trappers

Captains and other offii, fishing vessets (pt 8241)

Fishers W) Hunters and trappers (694)

PRECISION PRODUCTION, CRAFT, AND REPAtR OCCUPARONS

Mechanics and Repairers

Supervfsors. mechanics and repairers (60) Merhanics and Repairers, Except Supervisors

Vehlde and Mobife Equipment Mechanics and Repairers AutornobUemechsnks(pt6111)

Automobile mechanic apprentkxs (pt 6111) Bus, truck, and stationary engine mechanics (6112) Aircmft engine mechanics (6113) Small engine repairers (6114) Automobile body and related repairers (6115) Aircmft mechanfcs. ext. engine (6116) Heavy equipment mechanics (6117) Farm equipment mechanics (6118)

lndustr&l machinery repairers (613) Machinery maintenance occupations (614) Electrfcaf and Electronic Equipment Repairers

Ek3ctronic repairers, communications and industrial equipment (6151.6153.6155) Data processing equipment repairers (6164) Househdd appliance and power tool repairers (6156) Telephone line installers and repairers (6157) Telephone installers and repairers (6156) Miscellaneous electrical and electronic equipment repairers (6152,6159) Heating, air conditiiing. and refrigeration mechanics (6161) Miibneous Mechanics and Repairers Camera, watch, and muskal instrument repairers (6171.6172) Locksmfths and safe repairers (6173) Offkx machine repairers (6174) Mechanical contrds and vafve repairers (6175) Elevator installers and repairers (6176) Millwrights (6178) Specified mechanics and repslrers. n.e.c. (6177,6179) Not specffied mechanics and repairers

Construction Trades

494 495 496

497 498 499

mw 506 507 508 509 514 515 516 517 518 519

523 525 526 527 529 533 534

535 536 538 539 543 544 647 549

sup%wisors. construcliotl ocwpations 553 Supm4sors; brickmasons. stonemesons, and tile setters (6312) 554 Supervisors, carpenters and related workers (6313) 555 Supervisors. efectricfens and power transmission instakers (6314) 556 Supervfsors; painters, psperf~ngers. and plasterers (6315) 557 Supervisors; plumbers, pipefkters. and steamfttters (6316)

A48

APPWDU M - OCCUPATION ClASSFlCATlON SYSTEM

558

563 564 565

Ygz7) 569 573 575 576 577 579 583 584 585 567 589 589 593 594 595 596 597 598 599

613 614 615 616 617

633

634 635 636 637 639 643 644 645 646 647 649 653 654 655

656 657 658 659

666

SupeFJisors, n.e.c. (6311.6318) Construction Trades, Except Supervbs

BrMtmasons and stonemasons (pt 6412. pt 6413) Brlckmason and stonemason apprentices (pt 6412, pt 6413)

Tile setters hard and soft (6414, pt 6462)

~~~&k&W

ca&-P~~~ @t -1 Drywall tnstallers (6424) Eledrlcians(pt6432)

Uectrician apprentices (pt 6432) Electrbl power instakers and repairers (6433) Painters construction and maintenance (6442) Paperhangers (6443) Plasterers (6444) Plumbers, pipefmers. and steamfiiers (pt 645)

Plumber, pipefitter. and steamfkter apprentices (pt 645) ~;~(~efmz.zo finishers (6463)

Insulation workers (6465) Paving. surfacing, and tamping equipment operators (6466) Rooters (6468) Sheetmetal duct installers (6472) Structural metal workers (6473) Drillers, earth (6474) Cunstruction trades, n.e.c. (6467, 6475. 6476. 6479)

Extmctive Occupations Supervisors, extmctive occupations (632) Drillers, oil well (652) Expbslves workers (653) Mining machine operators (654) Mining occupations, n.e.c. (656)

Precision Production Occupations Supervbrs. production occupations (67,71)

Precision Metal Working Occupations Tool and die makers (pt 6811)

Tool and die rnsker apprentices (pt 6611) Precision assemblers. metal (6812) Machinists (pt 6813)

Machinist apprentices (pt 6813) Boitemkers (6814) Precision grinders, fiiers, and tooi sharpeners (6816) Patternmakers and mcdel makers, metal (6817) lay-out workers (6821) Precious stones and metals workers (Jewelers) (6822.6866) Engravers, metal (6823) Shea metal workers (pt 6624)

Sheet metal worker apprentkes (pt 6824) Miscellaneous pm&Ion metal workers (6629)

Prectsimr Woodworking Occupations Patternmakers and model makers. wood (6831) Cablnet makers and bench carpenters (6832) Furniture and wood finishers (6835) Miscellaneous precision woodworkers (6839)

Precision Textile, Apparel. and Furnishings Machine Workers Dressmakers (pt 6352, pt 7752)

A4-9

I

WP REC ~ANGIJURFUS

667 668 669 673 674

675 676 677 678 679 683 684

686 687 688

689 693

694 695 696 699

703 704 705 706 707 708 709 713 714 715 717

719 723 724 725

726 727 728 729 733

Tailors (pt68!%?) uphdsterers (6853) Shoe repalrem (6854) Apparel and fabdc pattmers (6856) Miscellaneous predsion apparel and fabrk workers (6859. pt 7;152)

Precision Workers, bsotted Materials Hand molders and shapers, except jewelers (6861) Patternmakers, lay& workers, and cutters (6662) optlcel goods workers wx pt 7477. p 16TI) Dental labomtoty and rndkal appJhnce technkhns (6865) Bookbinders (6844) Eledrical and electronic equlpinent assemblers (6867) Miscellaneous precision workers, n.e.c. (6869)

Prdsion Food Production Occupations Butchers and meat cutters (6871) Bakers (6872) Food batchmakers (6873,6879)

Precision Inspectors, Testers, and Related Workers Inspectors. testers, and graders (6881,828) Adjusters and calibrators (sss2)

Plant and System Operators Water and sewage treatment plant operators (691) Power plsnt operators (pt 693) Stationary engineers (pt 693.7668) Miscellaneous plant and system operators (692,694,695,636)

OPERATORS, FABRICATORS, AND IABORERS

Machine Operators, Assemblers, and lnspecton

Machine Operators and Tenders, except Precision Metal working and Plastic Working Machine Operators

Lathe and turning machine set-up operators (7312) Lathe and turning machine operators (7512) Milling and planing machine operators (7313,7513) Pundting and stamping press rnachk-re operators (7314.7317.7514,7517) Rdling machine operators (7316.7516) Drilling and boring machine operators (7318.7518) Grinding, abrading. buffing. and pdishing machine operators (7322.7324.7522) Forging machine operators (7319.7519) Numerkal contrd machine operators (7326) Miscellaneous metal, plastic, stone, and glass working machine operators (7329,7529)

Fabricating machlne operators. n.e.c. (7339.7539) Metal and Plastic Processing Machine Operators

kidding and casting naschine operators (7315,7342,7515.7542) Metal plating machine operators (7343.7543) Heat treating equipment operators (7344.7544) Miscdlaneous metal and plastii processing machine operators (7349,7549)

Woodworking Machine Operators Wood lathe, roullng. and pkining machine operators (7431,7432,7631,7632) Sewing machlne operators (7433,7633) Shaping and jdning machine operators (7435,7635) Nailing and tacking machine operators (7636) Miscellaneous woodworking machine operators (7434,7439,7634,7639)

A4-10

WPENDKA-4-OCClJPATiONCUSSlFlCMlOUsYSTW

734 735 736 737

738 739 743 744 745 747 746 749

753 754 755 756 757 756 759 763 764 765 766 769 769 773 774 777 779

763 764 765 786 707 769 793 794 7%

796 797 799 799

804) 605 806 808

PrfntklgMachfne0pemtors Prtntirlg machine operators (7443.7643) Photoengravers and lithogmphers (6942,7444.7644) Typesetters and compositors (6641.7642) Mkcelbneous printing machine opemtors (6849.7449,7649)

Textile, Apparel. and Fumistttngs Machine Operatom Wlndlng and twisting machine operators (7451,765l) Knitting, looping, &ping, and weaving machine operators (7452.7652) TaxtUe cutting machine operators (7654) Textife sewing machine operators (7665) shoe madllne operators (7656) Pressing machine operators (7657) Laundering and dry deanlng machine operators (6656,7656) Miscellaneous textlle machine operators (7459.7659)

Machine Operators, Assorted Materials Cementing and gluing machine operators (7661) Packaging and filling machine operators (7462,7662) Extruding and forming machine operators (7463,7663) Mixing and blending machine operators (7664) Separating, fktering, and clarifying machine operators (7476,7666,7676) Compressing and compacting machine operators (7467,7667) Painting and paint spraying machine operators (7669) Roasting and baking machine operators, food (7472,7672) Washing, cleaning, and pickting machine opemtors (7673) Fording machine operators (7474,7674) Furrmce, kiln, and oven operators. ext. food (7675) Crushing and grinding machine opemtors (pt 7477, pt 7677) Slicing and cutting machine operators (7478.7676) Motion picture projectionists (pt 7479) Photographic process rnschine operators (6663.69697671) Miscellaneous machine operators. n.e.c. (pt 7479.76657679) Machine operators. not specified

Fabrtcetors. Assemblers. and Hand Working Occupations Welders and cutters (X32.7532,7714) Solderers and brazers (7333,7533,7717) Assemblers (772.774) Hand cutting and trimming occupations (7753) Hand mdding. casting, and forming occupations (7754,7755) Hand painting. coating. and decorating occupations (7756) Hand engraving and printing occupations (7757) Hand grinding and pdishing occupations (7756) Mihneous hand working occupations (7759)

Prcduction In.spectors, Testers, Samplers, and Weighers Production inspectors, checkers, and examiners (762,767) Producticn testers (763) Production samplers and weighers (764) Graders and sorters, ext. agricuttuml(765)

Transportation and Material Moving Occupations

Motor Vehlde Operators Supervisors. motor vehicle operators (6111) Truck drivers, heavy (6212,9213) Truck drivers, light (6214) Driver-safes workers (6216) Bus drivers (6215)

A4-11

I

QPP RECTANGUUR FILES

809 813 814

828 629 833 834

875 876 877 878 883 885 887

905

Taxkab drivers and chauffeurs (8216) Parking lot attendants (874) Motor tmnqntatlon occqdom, n.e.c. (8219)

Tmw Occupatbw Except Motor Vahkles RaiITmnsporhtkwOccupations

RaUroad conductors and yardmasters (8113) Locomotfve operating occupations (8232) Raiiroad brake, signal, and switch operators (8233) Rail vehide operators, n.e.c. (8239)

Water Transporwion Occupations Ship captains and mates. axcept fishing boats (pt 8241,8242) Sailors and dxkhands (8243) Marlne engineers (8244) Bddge, lock, and lighthouse tenders (8245)

Material Moving Equipment Operators Supervisors, material moving equipment operators (812) Operating enginaers (8312) Longshore equipment operators (8313) Hoist and winch operators (83 14) Crane and tower operators (8315) Excavating and loading machine operators (8316) Grader, dozer, and scmpet operators (8317) tndustrial truck and tractor equipment operators (8318) Miscellaneous material moving equipment operators (8319)

Handlers, Equipment Cleanen. Helpers, and Irborers

Supervtsors. handlers, equipment cleaners, and iaborers. n.e.c. (85) Helpers, mechamcs and repairers (863) Helpers, Constrwtion and Extmcttve Occupations

Helpers. construction trades (86416646.8648) Helpers surveyor (8646) Helpers. extmctive occupations (865)

construdil laborers (871) Production helpers (861,862) Freight, Stock, and Material Handlers

Garbage cdlectors (8722) Stevedores (8723) Stock handlers and baggers (8724) Machine feeders and offbesrers (8725) FrelgM. stock. and material handlers, n.e.c. (8726)

Garage and setice station related occupations (873) Vehide washers and equipment deaners (875) Hand packers and packagers (8761) kborers. except cwstruction (8769) Member of the Armed Forces

A4-12

APPENDIX A-5

1980 Censua of Populatlon Industry Classlncauon System

(Alphabets parentheses are the 1972 SIC code equhmlents 1)

AGRICULTURE, FORESTRY, AND FISHERIES

010 (A) Agrkdtud producUon, crops (01) 011 Agriwltuml production. lhrestock (02) 020 Agricultural sewkes. except horticultural (07. except 078) 021 Horticu!turai services (078) 030 FW=W WI 031 Fishing, hunting, and trapping (09)

MINING

040 Metal mining (10) 041 Cod mining (11.12) 042 Crucie petrdeum and natural gas extraction (13) 050 Nonmetallic mining and quarrying, except fuel (14)

060 (B) CONSTRUCTtON (15.16.17)

100 101 102 110 111 112 120 121 122 130

132 140 141 142 150

MANUFACTURING

Nondumble Goods

Food and kindred prcducts Meat products (201) Dairy products (202) Canned and preserved fruits and vegetables (203) Grain mill products (204) Bakery prcducts (205) Sugar and confectionery products (206) Beverage industriis (208) Miscellaneous food preparations and kindred products (207.209) Not specified food lnclustries

Tobacco manufactures (21) Textile mill products

Knitting mills (225) Dyeing and finishing textiles. except woo) and knit goods (226) floor coverings, except hard surface (227) Yam, thread, and fabric mills (221224.228) Miibneous textile mill products (229)

1 See Emdw Office ol ltm Resident. Monica CM Managemem and Budgat. Standard Industrial Classification Manual, 1972 and

me 1977 .supplomn1.

A5-1

SIPP RECSANGIJIAR FILE!3

Apparel and other finished textile products 151 Apparel and accessories. except knft (231-236) 152 Milaneous fabrkated textile products (239)

Paper and allied products 160 Pulp. paper, and paperboard mills (261263.266) 161 Miscellaneous paper and pulp products (264) 162 Paperboard containers and boxes (265)

Prfnbng, pubfishlng, and allled fnrfustrfes 171 (C) Newspaper publishing and prfntfng (271)

Prfnting, wbfiihina. and allied Industries. except newspapers (272-279) 172

180 181 182 190 191 1s

C%mkalSind ailiedproducts . .

P&tics. synthetics, and resins (282)

Drugs (283) soaps and cosmetics (284) Paints, varnishes, and related products (287) Agricultural chemicals (287) lndustrfal and miscellaneous chemicals (281,286,289)

Petrdeum and coal products Petrdeum refining (291) Miscelianeous petrdeum and coal products (295,299)

Rubber and miscellaneous plastics products Tires and inner tubes (3Ot) Other rubber products, and plastics footwear and belting (302304.306) Miscellaneous plastics products (307)

Leather and feather products Leather fanning and finishing (311) Footwear, except rubber and plastic (313.314) Leather products, except footwear (315317.319)

210 211 212

220 221 222

230 231 232 241 242

250 251 252 261 262

270 271 272 280 281 282 290 291

Dumble Goods

Lumber and wood products, except furniture

LoggIn (241) Sawmills. planing mills, and millwork (242.243) Wood buildings and mobile homes (245) Misceflaneous wood products (244,249)

Furniture and fiiures (25) stone. day. glass.. and concrete products

Glass and glass products (321323) &nent, concrete, gypsum. and plaster products (324,327) 9tructural day products (325) Pottery and related products (326) Miscelfaneous nonmetallic mineral and stone products (328,329).

Metal industries Bfasf furnaces, steefworks. rdling and finishing mfils (331) Iron and steel foundries (332) Primary aluminum industries (3334, part 334.33533355.3361) Other prfmary metal Industries (33313333,3339, part 334,3351,3356,3357,3362,3369,339) Cutlery, handtools. and other hardware (342) Fabricated structural metal products (344) Screw machine products (345)

Metal forgings and stampings (346) ordnance (348)

A5-2

ApPENDtX M - INDUSTRY CLASlFlCAllON SYSTEM

300 301

310 311 312

340 341 342

Eledrfcal machlnery, equipment. and supplies - applh- WV R&o. T.V., and commmkatlon equipment (365,366) Electrical machinery. equipment, and suppli, n.e.c. (361,362,

364367,369) Not spedfii electrical machinery, equlpment, and supplii

Transportation equipment 351 Motor vehicles and motor vehide equipment (371) 352 Aircraft and parts (372)

371 372 388 381 382 390 391 392

400

461 402 410 411 412 420 421 422 432

440 441 442

460

Mlneolls fabricated metal products (341,343,347,349) NOtSpdfi&llWdMlJStrkS

Machinery, except electrkal Engines and turbines (351) Farm machinery and equipment (352) Construction and material handling machines (353) Metalworking machinery (354) Office and accounting machines (357. except 3573) Ekctronk computing equlprnent (3573) Machinery. except ekctrkal. n.e.c. (355.356.358,359)

NotVmhinery

Ship and boat building and repairing (373) Bailroad locomotives and equipment (374) Guided missiles space vehicles. and parts (376) Cycies and miscellaneous transportation equipment (375.379)

Protessional and photographic equipment. and watches Scientific and contrdling instruments (381,382) Optical and health services supplies (383,384.385) Photographic equipment and supplies (386) Watches, docks, and dockwork operated devices (387) Not specified protessional equipment

Toys, amusement, and sporting goods (394) Mitaneous manufacturing Industries (39 ext. 394)

Not specified manufacturing industries

TRANSPORTATION, COMMUNICATIONS, AND OTHER PUBUC UTtLtTlES

Transportation Railroads (49) Bus service and urban transit (41, except 412) Taxicab service (412) Trucking service (421,423) Warehousing and storage (422) U.S. Postal Service (43) Water tmnsportation (44) Air transportation (45) Pips lines, except natural gas (46) Services incidental to transportation (47)

Communications Radii and television broadcasting (483) Telephone (wire and radio) (481) Telegraph and miscellaneous communication services (482,469)

Utilities and sanitary services Electric light and power (491)

A.53

462 470 471 472

Gas and steam supply systems (492.496) Electdc and gas, and other combinat’krns (493) Water supply and irrigation (494.497)

-v s@vices (495) Not specified utdtl

WHOLESALE TRADE

Durable Goods

500 561 502 510 511 512 521 522 530 531 532

Motor vehkles and equipment (561) Furniture and home furnishings (sO2) Lumber and construction materiels (503) SpathI goods. toys, and hobby goods (504) Metals and minerals. except petrdeum (595)

ElM@kal ooods cw Hardware, plumbing and heating supplies (507) Not speclfll electrkal and hardware products Machinery, equipment, and supplies (568) Scrap and waste mater& (5093) Miscellaneous whdesale, durable goods (5094,5099)

Nondurable Goods

540 Paper and paper products (511) 541 Drugs, chemicals and allied products (512.516) 542 Apparel, fabrics, and notions (513) 550 Groceries and related products (514) 551 Farm products - raw materials (515) 552 Petrdeum products (517) 568 Alcohdic beverages (518) 561 Farm supplies (5191) 562 Miscatlaneouswhdesale, nondurable goods (5194,5198.5199) 571 Not spedfed wholesale trade

RETAIL TRADE

580 Lumber and buiiding material retailing (521.523) 581 l-f&ware stores (525) 582 Retail nurseries and garden stores (526) 590 Mobile home dealers (527)

Department stores (531) Variety stores (533)

591 (D) 592

E(E) 602 610 611 612 620 621 622 630 631

Miscellaneous general merchandise stores (539) Grocery stores (541) Dairy products stores (545) Retail bakeries (546) Food stores, n.e.c. (542, 543,544,549) Motor vehicle dealers (551,552) Auto and home supply stores (553) Gasoline service stations (554) Miscellaneous vehicle dealers (555,556,557,559) Apparel and accessory stores, except shoe (56, except 566) Shoe stores (566)

APPENMt M - YDUStRY UA88tFtCAllON W8lEU

640 6410 642 650 651 652 660 661 662 670 671 672 681 682 691

Furniture and home fumishlngs stores (571) Household appliances, TV, and radio stores (572,573) Eating and drinking places (58) Drug stores (591) Liquor stores (592) Sporting goods, bicydes, and hobby stores (5941.59455946) Bo& and stationery stores (5942,5943) Jewelry stores (5944) Sewing, needlework and p&e gwds stores (5949) Mall order houses (5961) Vendiig machine operators (5962) Direct selling estabIishmentslestaMishments (5963) Fuel and ke dealers (598) Retail florists (5992) Miiellsneous retail stores (593.5947,5948.5993,5994,5999) Not spedtied retail trade

FINANCE, INSURANCE, AND REAL ESTATE

700 (G) Banking (60) 701 Savings and loan associations (612) 702 Credit agencies, n.e.c. (61, except 612) 710 Security, commodity brokerage, and investment companies (62,67) 711 (H) Insurance (63.64) 712 Real estate, including real estatehsumnce4aw offices (65.66)

BUSINESS AND REPAIR SERVICES

721 Advertising (731) 722 Services to dwellings and other buildings (734) 730 Commercial research, development. and testing labs (7391.7397) 731 Personnel supply services (736) 732 Business management and consulting services (7392)

740 741 742 750 751 752 769

Computer and data processing services (737) Detective and protective services (7393) Business services, n.e.c. (732,733,735.7394,7395,7396,7399) Automotive se~kxs, except repair (75t( 752.754) Automotive repair shops (753) Electrical repair shops (762,7694) Miscellaneous repalr services (763.764.7692,7699)

PERSONAL SERVICES

761 (J) 762 770 771 772 780 781 782

Private househdds (88) Hotels and motels (701) Lodging places, except hotels and motets (702.703,704) Laundry, cleaning, and garment services (721) Beauty shops (723) Barber shops (724) Funeral service and crematories (726) Shoe repair shops (725) Dressmaking shops (part 729)

A5-5

SWP REIXANGUIAR FILES

791 Mlsoellaneous persod services (722, part 729)

ENTERTAINMENT AND RECREATION SERVICES

800 891 892

Theaters and motion pktures (78,792) Bowling alleys, bllllard and pool parlors (793) Miscellaneous entertainment and recreation services (791,794,

PROFESSIONAL AND REIAED SERVICES

812 820 821 822 830

831 (K) 832 840

ii: (L) 850 04 851 852

881 882 870 871 872 880 881

890

891 892

900

901 910 921 922 930 931 932 991

OffIces d physkkms (ffl, 803) Of81 d dentists (892) Ofkes d chfropractors (8941) Offkes d optometrists (8942) Offices of health practitiiners, n.e.c. (8949) Hospitals (80s) Nursing and personal cam facilities (895) Health services, n.e.c. (897,898,899) Legal services @I) Elementary and secondary schools (821) Colleges and universities (822) Business, trade, and vocational schools (824) Ubraries (823) Educational services, n.e.c. (829) Job training and vocational rehabilitation services (833) Child day care services (835) Residential care facilities, without nursing (838) Social services. n.e.c. (832,839) Museums, art galleries, and zoos (84) Religious organizations (888) Membership organizations (881885.889) Engineering, archftectural, and surveying servkes (891) Accounting, audlting, and bookkeeping services (893) Noncommercial educational and scientific research (892) Miscellaneous prdessional and related services (899)

PUBUC ADMlNlSTRATlON

Executive and lagisfatfve offices (91 l-91 3) General government. n.e.c. (919) Justice, public order, and safety (92) Public finance, taxation, ancl monetary policy (93) Adminfstration d human resources programs (94) Administration d environmental quaky and housing programs (95) Administration d economic programs (98) National security and international affairs (97) Member d the Armed Forces

-Lu......................... -cI-LIbw.- ---.-I..- . . . -4-c-mw u.................

,m-II-)lRI” IMY...W-lllrllr- Y.YYI..a- ,..........

m EZii-‘” ---I 1

*cI*cyI.-c

I )mN.&iU I*.-- I

I )L---n(mwl

‘2-k=%r--- “-Wkmm ha---- -*.LI*r- 9. - -

I

Bl-4

SURVEY OF INCOME AND PROGRAM PARTICIPATION

1990 PANEL

WAVE 4 QUESTIONNAIRE

82-l

I

Section 4 - TOPICAL MODULES IContinuod) Pan A - ASSETS AND LIABILITIES I-l

6s. Da=. . . hmw l KEOGW •SUIII~ in.. .*s OWN n*mat 82BLI r>Yes

12 NO r\I DK

x21 Ref. 1

SKIP ,o 7a

7

* x,xDK x25 Rel. - SKlPto 7a

NOTES

02-2

l-

L

Sootion 4 - TOPICAL MODULES ~Continuod~ PM S - RETIREMENT EXPECTATIONS AND PENSION PIAN COVERAGE

Are an” em~lovers entered I” ~“e.won 2a on page 16 or aue*t,on 1 oa on page 16,

81211 1; Yes - Enternsme,s, and,& ““mber,s, beIow 21 No - SKlP to Check Item T7. ,,age 64

Em&aver 1

Emplover name

EmoloVer 2

Employer name

Em~loVer ID Number IEmplover ID Numner

31 -

i.J28-- _

Emvlaver 1 Em~mver 2

1 a. ajJol r:UnderX = 15Under25

About how manv penons W. l mplovad by -

tl7eaa emDlO”er s “ame, .t th. loutlo” z- 25 to 99 22 25 10 99

3: 100 to 499 -

wham . works - would “0” “I ,Read 1- 100 10 499

! C. Abut how m.“” p.“o”. .r. .mplov.d bV , tReaa emo,oYer I name, .t l ll lochon* - would

I you l .v rReao categonesl? = >I Under 25 83.0 >I Under 25

I i3251099 -

i- 25 to 99

I iI lOOl0499 31 100 to 499 -

I a- 500 10 999 41 500 to 999

31 1000 OI more 5- 1000 or more

ri:DK x>: DK

I NOTES

823

Saction 4 - TOPICAL MODULES ~Continuod~ Pact 8 - RETIREMENT EXPECTATIONS AND PENSION PLAN COVERAGE ~C0nti”u.d)

Emplover 1 Emplover 2

I I b. Is. . included in such a plan? 13161 >:Yes-SKIPto3a 3 >:Ves-SKlPto3.a

23NO 2: No XI 1 DK - SKIP ,o x>: DK -SKIPro

Check Check ken lrem T5 T?. page 64

Mark IX, all mar a,~,,

I I

824

Sootion 4 - TOPICAL MODULES Gominwd) PM B - RETIREMENT EXPECTATIONS AND PENSION PLAN COVERAGE IContmwd)

Emolover 1 EmDlDver 2

8. Da*.. . me*. p.-ntn toward . . ‘, lbdcl plm? llmlud. pa*nw”O

za ,IYes

dmducmd horn .‘m pay.1 13 No

n=DK SKfPm3g I I

SKIP to 3g

Section 4 - TOPICAL MODULES (Camtinuod) Pmt B - RETIREMENT EXPECTATIONS AND PENSION PIAN COVERAGE Iconbwd)

Is self employed7

IAre a”” busmesses enrered ,n ml 5 Yes - Enrer “mnes and busmess I.0

wesuon 1 a on Lag* 20 0, q”eStlOn nwnLwr* below

12s on page 23’1 2 3% - SKIPto Check ,teem TB

Ask Yern 4 for each busmess Owned Name of hrs, bustnera Name of SecOnd bus,“css

t 5A. IOther than th. ~,.“a wm h.“. .Ir..d” t.lkmd l bout) did . hold a job en thw pee1 +rom which twentudlv l 1~eC1s to recewe retwemenl benefits.

m 1 ye5

*rttmr .e . .*rm* cl� re9�I.r P.�mante or .* . lump- *urn pa*msn, .I retw.m.nt? SK,P IO Check ,rem TO

m .I A prirete employer? 84601 : 3Militmr”l

m 3 1 Fmdmrml Gormmment Icivilimnl?

m * ;Stmtm or )ocml pormmmmntm?

m 5 z A union?

BnzI 6 3other - Soeclt”

C. Now mmn” vmere Wtogerhmrl did wcotk on Ithmt joblthomm )obm)l

b. How mmn” twnms did. recmivm l lump mum pm*mmnt7

C. Whmn did. . rmc.,“. thm ,mon ncmnt, lump *urn pa*m.nt? m ‘1 19 I Year

d. Approximetmly how mush did.. ncmirm7 7’ a.lsl !f j. 00 [IT

II ZOK )is 3Rel

e. At thm tlmm . ncm,rmd th. 1~m.1 nsmnt) lump mum ~W’mmnt, did. . roll owmr thm tundm into m t Z”er - SK/ProCheck,,em TlO

l n IRA or put thmm into .nd,., ,,,I urns, ISNO

peneion or ntmmmnt phn7 x1 -OK x> ;Ref t

SKIP fo Check lrem T 10

i

Soction 4 - TOPKAL MODULES Kontid) P.rtG - RETIREMENT EXPECtAllONS AND PENSION PLAN COVERAGE lC..tinu.dl

61. Irtthmtlnw . ..WAV.dOl.k~P.UBXlp.*nmc. whmtdm...&wNhtho..flmd.? LBtprl I G Purchased a home or bald off a mongrge

Mark IX/ Sll that apoly. P 0 Usad n for children’s sducat*en 3 G “red It for a period 0‘ “nemPlo”menr

An*hlng dm.7 10 Pad off loans. bills. or s,,ent 11 on other tfems

5 0 omer - Spscltv .

s Are coder 30.31, 32. 33. 34. or 35 marked on the 1557

1 CJYes 1 0 No - SKIPto Check kern TI 1, page 67

E.rliw you uid . . . m.ir.d .- r&m- mmm blcom. 0th.r mm” P0d.l s..u*. m I 3 Rewed from bob

2 _ Some mher reason 7a. Dld. . . nuir. *.s. bumflu kuu*. xr=OK

SKIP 10 Check llem T 11,

mirrJJ,~; job or b&win... or for .om. X75Rd

page 67

For .x.mpl.: TV .nd ndio m.nti.ctu*np. ntmil I .ho.,,or.. S1*1*l..bor D.p.nm.nr. t.rm.

ASK OR VERIFY -

0. Wms it mminlv - kiA I I~M.nut.stwinp? : 1 Wh.h..l. n.d.7 I 1 Rmuil ndm?

For l umph: Ekcwiul .ngimr. .to& clnk. t*pamt. lmrmmr.

! a. Wh.tw.r...: . “3.8” .ctWhl.. or due887

ASK OR “ERlFY - f. wu . ..mnmmplo*wol-

1 I 3GSt.t.Q -“I.“0 ,

I ,~Lo..lGw.mm.m? a~Arm.dF.rs..?

8 I 6 3 Unp.Ld In t.m4lv bu.ln... n t.nn? - SKIP I ro Check llsm TI 1, psgc 67 I

82-7

Soctlon 4 - TOPICAL MODULES fContinu.dl P.n 9 - RETIREMENT EXPEClAtlDNS AND PENSION PLAN COVERAGE Ifbmhw.dl

I. Abanh.wln.n*- m.mphv.dbyth.1 aaf nnpkV.~.tUS.l.C.rion...mrlr.Cl?

;eliill 1Junder25 m 25 to 99 3G100r0499 40 500 to 999 55 1 .oDo 0, more

x120K I SKIP *o *d

I. Dld hmt l mplovmr apwmtm in mm rh.n onm lOC.QO”?

:. A- how nun” P.- rrmn wnpkwd by thmt .W&.v.r .t ALL LDCATIONS? h 13 Under 25

~~25,099 13 100 10 499 r55ooto999 55 1.000 or more

maOK

f. How m.ny YEARS did.. . work l tth.1 job7

J. In wit.1 pm, dii . . l.mrm thmt job7 x 1’9 iYear

xr=DK

h. Whmn . . . Imft th.1 jab. how mush w., . �m.W lbmfon dmductions for 1.⌧.. or l n~hiig .I..I?

flf relf-emofoyeO. show NET b~smess ,“come.l

I

I I

~.Dld...t.h.r.du..db.m(b.h,md.r to .Imcl . ,unlvor mptlmn,

1. Ii.*. . .‘. ntinm.nt p.“.im .v.r b..n incnmmd for cat-of4ii .h.n.9..7

,zYes - SKIProBn

ll. Do.8 :. pmmion plmn insbdm . s~t44inng l dju.tmmt proriwn?

ASK OR VERIFY -

Il. la.. . now covmmd bV l hm.hh c4.n pmridmd throwah.. .�m farmmr l mplovmr?

L Setion 4 - TOPICAL MODULES Kontinuod) 1 Pmvt C - REAL ESTATE PROPERTl AND VEttlCLES

m bL,;;;-*f”““ce :.6261 ,lJ yes

ouestoonnairc? a 0 No - SKIPro Check frem PI, page 71

- Read to resoondent: 1h.r mn quwtiom -mrn howiw corn l nd uMmobllm ormnhip.

p,“,“:,‘,“,‘,‘,~“n’n”. ..5281 lGN > L Yes - SKIP to Check fmn Tl6

mobile home, 0

Refer 10 cc ,rem 15. ‘1)5301 Tenure

5 Owned or betng bough,

> c! Rented for cash

x= Occuwd wNhout cash oaymenl SKfP to Check lfem T I7

ASK OR VERIFY - PDRO” NO NMW la. Whichpwvauinthb

h.uuh.ld.r.th.owmr.of mj ,’

him horn*? si

I r,>DK X. 1 DK

I C. llncMingnnUlf3mpwn.r 224 1 Yes mNCh.d 1. or f.C.1.d on . :, own nsmms.L I. thmr., - mong.9.. horn. .wftt f..n. or .-No

othmr dmbt on ths horn.7 .,:DK SKIP 10 2 XI 1 Re1

d. Ahovmthmr. how nun” mortgmg.., honn .wlt” bmns. M othmt dmbu m ,N”moer arm thmrm on thb hwnmt r;-DK

f In wh.1 *mu I.. thk morlg.g. aomnl obum.d7 x 1 ,9 Yeal - If ,999 El 1 9 :Year - If ,990 Of mmlg.p. w.s .~s”m.d.

- X.-D); 1990 0’ ,991 -

X._DK 1990 or 1991. pw. th. onglnal d.1.04 ,h* ask “w”t4 #Sk “70”,h

mortg.p.., x- - MO”lh !85711 1Month

.,zDK X!CDK

g. Wh.¶w.*m..-0ttha mm&w;.aal what h I..

n(*unud7 m ‘5 7.L

(If m.eg.e. *I.. . ..um.d. xt=DK gxp. Ll

*iv. th. .rigfn.l .m.unf of th. t Rel - SK/P ,o 2 ¶“*nf#.*..,

xl; Ref. - SKIP102

Iss,sl 1 3 OIIIC. use Onlv

L

x8 i, Not fIxed atEOK

IlO.“) il,DK

82-9

S.c1ton 4 - TOPICAL MODULES Gmtinuod) P.rt C - REAL ESTATE PROPERTV AND VEHICLES IComin”.dl

t k. Wm. ,hh moR&,.9. obt.m.d thro”gh .n FHA 01 VA mortgmgm progrmm?

2 1 Yes - VA aJYes - VA 3SNO ILlNO

XlJDK x*CDK

C. How much pnncipml m 12w*mn*ly o*r.d on this ItIt..., mortpm9mW? Bl/lls -

i 1 4. How m”ch do “o” thank th,s

mobil. horn. ,.nd SITE1 rovld r-- ..a ‘or mdm” ii 1, I... to. ,.,I!? ZZEIS $00 -

SKIP ro 5, I. : DK - Probe -

5a. 00 mu 01 l nvonm in this 2s.a 1-*es

hoummhold own l n” ,o,h.r, ,..I . . ..t.. .“ch l . l I.S.W” horn. 01 ““d.r.lop.d lot? Exsluda rm9ttml p*pmRy prmviousI*

,;G;;} SKIProsa

nponmd.

b. Which p.r.ons in thus housmhold PV.0” r.: Pd.mc

I l r. th. own... 01 th,, ,th.,e, proP.~ll.sl? m

02-10

Soction 4 - TOPICAL MODULES (Continuodl PnlC- REAL ESTATE l ROPERTV AND VEHICLES (Cowtbwmdl

r.cr..t8on.I vmhkbe IRV�mI l nd motomvebm?

Y. now mm”” mm”, tNc.& 01 ..n. me. ommd by mmmbmn of thie hoummhold? m -Number ot mom vehcles

3

d. Whm is the vmmr. I

mmb.. l nd modmlo1 thi. rmh~ck.7 xa’ 9 Z'l 9 m’l ‘9 /

I

Swtion 4 - TOPICAL MODULES ~Conthmd) Pmrt C - REAL ESTATE PROPERTY AND VEHICLES lConthwmdl

w.,. mold, rh.1 would it lthmvl emII tar in it* bhmirl pnmmnt smdioon?

ziil5 . -Dh - Probe ~1 ZDK - hoe I. ZRet - SKIP to Check mm T19 12 1 fief - SKIP 10 Check lrem PI

page 7 I

I owmd for thne Itheee) rmh~clmlel? -F ! oc zE5ls ! 00 - -

82-12

Section 5 - PROGRAM QUESTIONS

Rsfsr to cc ,,.“I 196. Is this the r.f.mnc. p.rso”‘s Q”cstlo”“afre~

Rsfsr to cc ,t.ms 16s and 166. Is this rcadcnce owned by the loc.1 housang authorlf~ OR does the government oey oan 01 the rent? ,“Yes” marked m cc #em ,6a or 1661

2zNo-SKlPtoZa

I a. whmt I* “our malthI” nnt? Include Only the smoont the respondent ,,a”~ for rent. Exclude any subsldrzsd amounf

XliiNO”e x,zOK x2JRef. >

SKIP to .?a

b. II~ m 10 nnt,~ do you p.v tar .nv uwni.. ZEd IDYeS .u.b . . w.t.r, .lmel&y, g... OI oil? Edude mleohone.

2LlNO XliOK

2a. Th l gmmmmmt hmm l n l nmrgy l mmimtmncm 48161

IiveS

pmgnm rhkh bmlpm pal hutnp .nd swlinp con*. Thi. .ui.tmw. s.” b. ns.iv.d dirmdv by

1iNO x,=DK >

SKIP 10 Check item P3 uhohl mI k un b. ..a dinctlr In eh. thmbau- ~~. .--..--_--- -- ..,. -...-

.l.ctrls 010.. .omp.n”, lu.l d..hr. 01 I.ndlord. l4.s thi. houUMd ns.iv.d . ..iN”c. of this twm during h. pm.1 4 month.7

b. Wmm thi. . ..immsm ns.ir.d in th. f.rm of chuks. z Checks w”t to household ..“PoI). or “ouch.” ..“t to tha. hou..hold. or ’ Couoons or voucnera sent 10 householc

~ wmrm thm pmvmmms l mnt dmntv to. utllitv comp.ny. tuml d..,.,. or ,.“dlad?

Pavmenrs se”1 o~recw 10 uolnv comoani fuel dealer or landlora

Mark IXI all that am,,”

C. Wb.tw..th.toul .mou”tot th..mrgv . . . . . ..“c. meaired bv thi. hou..hold durme tb. past 4 month.?

48241 ‘5 .L- - x.:OK

Are t”ere an” children 5 to old Who he I” thts “Ourenold’

- 1zves ,826

: 5 No - SKIP to Check ,rem C 1, page 7’

a. Do .“v ot th. shildr.” in this houwhold u.u.llv 1 .B28 :xves rmmmirm l somplmtm hot lunch of+.nd .t .chwll : i No - SKIP fo Check lrem C I, page 72

b. nor m.nv shlidn”? x -.-.-jChildren

C. Wolr m.n” corn@.,. .shool lunch.s do .,I o‘ th. shildn” nc.ir. p.r w”k? x iNumber 01 lunches

X’IOK

d. Did vw lor .“oM.r pnonl .ppIv tar th. childnn to ti 1 1 Yes rmcmwm tm n nducmd-pnsm lunch.. und.r tha :>No- SKfPto31 Fmdmrml School L&wash Pro9r.m duwng thu .cbeol “.W?

e. In th. -R 4 months. -mm th. lunch.. tm. 2 .B,C r.dus.ei-pd.. n m. th., tull-pes.?

I 2 Free lunch - SKIP fo 3g : J Reduced-Orlce lunch , i Full-once lunch

1.

9. Do l “” of th. ehlldnn u.u.llv m.iw. bn.H..t .t - .booi und.r th. F.d.r.l Sche,.l 8,.&f.., Profp.m?

h. How m.“” shlldnn?

Wh.t w.. th. w.r.9. pris. p.ld bv .,I 01 th. chlldnn tcw l somplmrm school lunch? m

I i No - SKIP IO Check Item C 1, page 72

-Ch,ldren

i. How m.“” c0mpl.t. .shwl bmkimsts do .I, 01 th. chlldnn -IV. p.r wmmk? INumber of breakfasts q

XI~OK

CALLBACK SUMMARY

Arm any I’. _ .._...__ _ Rcmlnder Card for .T

_ _ _ _. ._ -. ._ _. ._. _ _

5 : 1 . Social Securw Number 1Enrer o” cc mm 33a

I ’ \

1 2. Medmrc clam number iItem 23b. page 81

3. EMPLOYER -

m (5 / @ Lest month x150K xzzRel uJNo”e

- 1 8. Emplover x1 I&m Be. page 77)

Whar was the total amount of pay recewed

7 ‘( : F 2 monthsago xl 3OK xz&ef. xaxNone

5010 5 1 00 3monthssgo x~ ~DK x2ZRef. x~S~0n.2

before deducoons on thts I

,ob tn. .l 50121 15 I ,@ 4 months ago II ZDK x2ORef. x3SNone

- r / b. Employer #Z ,&em 16a. page 191

m 1) : E Lest month XI 3OK x>zRef rlzNo”e

82-14

I x, iNone I

I NOTES

50521 :ves - En1er frl,Sh nnle 0” coverLm9e. hll cc aems 36 and 39 and END INTERVIEW

5 NO - Enrer ,,nrrn trme tor ftm

next 15 + ho”reho,d member

82-15

INCOME SOURCE LIST

INCOME LIST

ASSET LIST SPECIAL INDICATORS

ode TYQe

Cod

21

2’

3

3

62-16

e Twe

,oe

70 ~Wor*ec

71 Dnsablec

72 / Medcare

73 I Medtcald

lvoe

,74 “.S. Sawngs Bonds IE. EEI

I75 I College work study

176 ! PELL Grs”,

I77 ! Supplemental Educanonal Opoonun~ Granl ISEC

176 INauonal Owect Student Loan INDSLI

I79 I Guaranteed Student Loan

I60 i JTPA Tratmng

16 1 I EmploVer *ss,s,*“ce

162 Fello~sh,p/ScholarshlD

183 I Other lmsnc~al std

200 ( “A d,s.ab,illy rslang Of lDD%

20, I VA d,sab,it,v of less than lDD%

. . R.O. ewe (b. Conlrol wmber c. Add. ID 84. Enw Aid ID . . Pervm Check num~cr

PSU Segmen: Scrml Ssmde *~gn - --- - - - -

Z-T

02-17

PRE-INTERVIEW TRANSCRIPTION ITEMS

Fill the followrng items wrth a red penal.

Irem

1 la. start trne ICover page)

2-4. 5b. 5c. 6

Check Item Nl

Check Item R6

Income Roster. 11 b. columns (2) and (31

Check Item R7

Check Item R8

Asset Roster. 26b. columns (21 and 131

Check Item R31

Check Item T2

Control number lnformatno at top of Income Source Summary (1%)

1 la. Fnsh time ICover page)

Page

1

1

1

4

5

4

.5

.12

12

.59

76b

1

BZ-18

APPENDIX C

wculdng Paper3

This appendk provfdes a list of a StPP Working Papers. Any of these papers are free of charge. See the order form on page G7.

1990

9tlcn - “Recent Developments ln the survey of kIconle and Program Partlclpatkm”. Census Bureau

9002 - “An Analysis d &wlng Home Using Data From the 1994 Panel of the SIPP”, by Alden Speare, Roger Avery, Frances Gddschelder. Brown University

9003 - “The Effect of the Marriage Market on First Marriages: Evidence From SIPP”, John Fltzgetald, Bowdoln College

9004 - Counting Spells of Unemployment”, Paul Ryscavage and Kathleen Short, Census Bureau

9005 - “The Elderly and Their Sources of Income: Implications for Rural Development”, Robert Hoppe. Economic Research Service. U.S. Department of Agriculture

9006 - “AJtematlve Estimates of Economic Well-Being by Age Using Data on Wealth and Income. Daniel Radner, Social Security Adminlstration

9007 - “Longitudinal Analysis of Federal Survey Data”, Patricia Ruggles. Joint Economic Commktee

9009 - “Measurement Errors In SIPP Program Reports”, Kent H. Marquis and Jeffrey C. Moore, Census Bureau

1999

8901 - “Quakty d SIPP Estimates,” R. P. Singh, L WeMman. and G. Shapiro, Census Bureau

8902 - “Two Notes on Sampling Variance Estimates from the 1984 SIPP Public-Use Files,” by B. Bye and S. J. Wlicchii. Social Security Administration

8903 - “Longitudinal vs. Retrospective Measures of Work Experience,” P. Ryscavage and J. Coder, Census Bureau

8904 - %nal@tg the Characteristics of Blacks: A Comparison of Data from SIPP and CPS.” R. Fadey and L J. Neldert University of Michigan

8905 - “Enhanced Demographlc-Econom lc Data Sets,” R. Herriot. C. Bowle, D. Kasprzyk, and S. Haber, Census Bureau

8906 - “Retlectlons on the Income Estimates from the lnltbl Panel d The Survey of income and Program Participation (SIPP).” D. Vaughan, Social Security Administration

8907 - “Measuring Spells of Unemployment and Thelr Outcomes,” P. Ryscavage. Census Bureau

8908 - “Weffare Dependency and its Causes: Determinants of the Duration of Welfare Spells,” P. Ruggles. The Urban lnstltute

C-l

SW’ RECTANGULM FILES

8909 - “Measuring the Duration d Poverty Spefls,’ P. Ruggles, The Urban lnstltute and R. Wlllllms, Congressknal Budget Offke

8910 - “Methods of Processing Unit Data Longltudlne.lly on the SIPP,” K Smith. Congresstonal Budget Office

891 I - “Composite Estlmatlon for SIPP Annual Estimates,” R. P. U&&arty, Census Bureau

8912 - “Research and Evaluatkn Conducted on the Survey of Income and Program Partklpatkn,” R. Petronl. T. Carmody. and V. Hugglns. Census Bureau

8913 - “A Poisson Model d Response and Procedural Error Analysts of SIPP Relntervlew Data,” D. HEI. Unlversfty of Michigan

8914 - “The Economic Resources of the Edleriy.” S. Crystal and D. Shea, Rutgers Unlverslty

8915 - “Multlvarlate Analysis by Users of SIPP MIcroData Files,” R. P. Chakrabarty, Census Bureau

8916 - “A Resource-Based Model of Living Arrangements Among the Unmarried Elderly.” J. E. Mutchier and J. A Burr, Unfversity of Buffalo

8917 - “Measuring Househdd Change at The lndivkfuat Level Using Data From SIPP,” A. Speare, Jr. and R. Avery, Brown University

8918 - ‘*The Effect d Child Care Costs on Married Women’s Labor Force partlclpatlon.” R. Connelly. Bowdoln College

8919 - “Income and Assets of Social Security Beneficiaries by Type of Benefti,” S. Grad, Social Security Administration

8920 - “Development and Evaluation d a Survey-Based-Type of Benefit Classification for the Social Security Program,” D. Vaughan, Social Securtty Administration

8921 - “Wave Seam Effects in the SIPP,” N. Young, The Urban Institute

8922 - “Components of Longitudinal Househdd Change for 1964-1985: An Evaluation of National Estimates from the SIPP.” by Donald J. Hernandez, Bureau of the Census

8923 - “Database Design for Large-Scale Complex Data,” by Martin H. David and Alice Robbin, University of Wisconsin-Madison

8924 - “Measuring the Frequency and Consequences of Job Separations: Data from the Survey of income and Program Participation.” by John M. McNeil and Entique J. Lamas. Bureau of the Census

6925 - ‘The Regutar Receipt of Child Support: A Multl-step Process,” by James L Peterson and Christine Winqulst Nord. Child Trends, Inc.

1988

8601 - ‘The Impact of the Unit of Analysts on Measures d Serial Multiple Program Participation,” by P. Doyle and S. E. Long, Mathematice Pdky Research, Inc.

8602 - “Short-Term fluctuations In Income and Their Impacts on the Characteristics of the Low-Income Population: New Data From the Survey of Income and Program Participation,” by P. Ruggles. Urban Institute

c-2

APPENDIX C - WORKING PAPERS

6603 - “Residenttat Mobllity of One-Person Households,” by J. Wltte and H. Lahmann. German Institute for Economic Research

6604 - “Year-Apart E&mates d Household Net Worth From the Survey d income and Program Patticipatlon,” by John M. McNeil and Enrique J. Lamas. Bureau of the Census

6665 - “Measurfng Poverty and Crises: A Comparison d Annual and Subannual Accounting Program Particlpatlon” by Martin David and John Fitzgerald, Institute for Research on Poverty

8806 - “Using AdmlnlstratNe Record Data to Evaluate the Quaky d Survey Estimates,” by Jeffrey C. Moore and Kent H. Marquis. Bureau of the Census

6697 - “Ths Wealth d the Aged and Nonaged. 1964,” by Danlel B. Radner, HHS

6666 - “Examining the Dynamics d Health Insurance Loss: A Tale d Two Cohorts,” by Afan C. Monhelt and Claudia L Schur. NCHSR

6669 - “The Dynamics d Medicaii Enrdlment,” by Pam Fariey Short, Joel C. Cantor, and Alan C. Monhelt, NCHSR

6610 - “The Discouraged Worker Effect: A Reappraisal Using Spell Duration Data,” by Albert0 Martini. Unlverslty of Wisconsin-Madison

8811 - “lncorne as a Proxy for the Economic Status of the Elderly,” by Deborah J. Chdlet and Robert 8. Friedland, Employee Benefit Research Institute

6612 - “The SIPP: Data from the Socbl Security Admlnlstration’s 1967 Annual Statlstical Supplement”

6613 - “Participation In industrial Training Programs,” by Sheldon Haber, George Washington Unlverslty

6614 - “A Methoddogical Study Using Administrative Records: The Special Frames Study of the Income Survey Development Program,” by W. J. Logan, Social Security Administration, D. Kasprzyk and R. Cavanaugh, Census Bureau

6615 - “The Effect d Income Taxation on Labor Supply When Deductlons are Endogenous,” by R. K Thrlest. Johns Hopkins University

6616 - “A Compsrfson d Gross Change in labor Force Status From SIPP and CPS,” by P. Ryscavage and A Feldman-Harkins, Census Bureau

6617 - “How are the Elderly Housed? New Data from the 1964 Survey of Income and Program Participation.” by A Goldstein, Census Bureau

6616 - ‘Welfare Recipiency as Observed In the SIPP.” by J. Coder, Census Bureau and P. Ruggles. The Urban Institute

6619 - “Reservation Wages and Subsequent Acceptance Wages of Unemployed Persons,” by P. Ryscavage, Census Bureau

6629 - “Selected References From the Income Survey Development Program (ISDP) and Survey of Income and Program Participation (SIPP)”

6621 - ‘Training. Wage Growth, Fim Size,” by S. Haber, The George Washington University and E. lamas, Census Bureau

6622 - ‘Defining and Measuring Normetro Poverty: Results From The Survey of Income and Program Participation,” by R. Hoppe, USDA-ERS-ARED

C-3

9lFF REIXANCUIAR FILES

8823 - “Nonresponse Adjustment Methods For Demographic Surveys at the U.S. Bureau of the Census,” by R. Singh and R. Petronl, Census Bureau

8824 - ‘Testing Telephone lnterviewlng In the Survey of Income and Program Participation and Some Early Results,” by S. Durant and P. Gbur, Census Bureau

8825 - “Excluding Sample That Misses Some Interviews From SIPP Longitudinal Estimates,” by L Ernst and D. Gillman, Census Bureau

8826 - ‘The Employment of Mothers and the Prevention of Poverty,” by M. Hill. Unlversfty of Michigan and H. Hartmsnn, Rutgers University

8827 - “Using Administratfve Record Data To Describe SIPP Response Errors,” by J. Moore and K Marquis, Census Bureau

8828 - “A Look at We&are Dependency Usfng The 1984 SIPP Panel Ffle,” by J. Coder, D. Burkhead, and A Feldman-Harkins, Census Bureau

8829 - “Census Bureau Microdata: Providing Useful Research Data While Protecting The Anonymity of Respondents ,” by G. Gates, Census Bureau

8830 - “The Survey of Income and Program Participation: An Overview and Discussion of Research Issues,” by D. Kaspnyk, Census Bureau

1987

8701 - “Tracking Persons Over Time,” by A C. Jean and E. K McArthur, Census Bureau

8702 - “Preliminary Data From the SIPP 1983-84 Longitudinal Research File.” by J. F. Coder, D. Burkhead. A. Feldman-Harkins. and J. McNeil. Census Bureau

8703 - “Work Experience Data From SIPP.” by P. Ryscavage and A. Feldman-Harkins, Census Bureau

8704 - “The Treatment of Person -Wave Nonresponse In Longftudinal Surveys,” by G. Kalton, J. Lepkowski, S. Heerfnga. Ting-Kwong Un. and M. E. Miller, Survey Research Center, University of Michigan

8705 - “SIPP: Fflling Data Gaps on the Poverty and Social Welfare Fronts,” by P. Ryscavage, Census Bureau

8706 - “Response Errors in Labor Surveys: Comparisons Self and Proxy.” by D. Hill University of Michigan

8707 - “Differences Between SIPP and Food and Nutrftion Service Program Data on Child Nutrition and WlC Program Participation, by L Ku and R. Dakymple. Food and Nutrition Service, U.S. Department of Agriculture

8706 - “Guaiky ProBe for the Survey of Income and Program Participation,” by K King, R. Petronl. and R. Singh, Census Bureau

8709 - “Survey of Income and Program Participation SIPP Sample Loss and the Efforts to Reduce It.” by 0. Nelson, C. Bowie. and A Walker, Census Bureau

8710 - ‘The Impact of Imputation Procedures on Distributional Characteristics of the Low Income Population,” by P. Doyle. Mathematics Policy Research, Inc.. and R. Dafrymple, Food and Nutrition Service, U. S. Department d Agriculture

G4

APPENDIX C -WORKING PAPERS

8711- “Job Tenure, Lifetime Work Intem@lons and Wage Differmtiafs,” by J. McNeff, E. Lams, Census Bureau, and S. Haber, George Washington Untversity

8712 - “Measuring the Bias In Gross Flows In ttw Presence of Auto-&dated Response Errors,” by D. Hubble. Census Bureau, and D. Judkins. Westat. Inc.

8713 - “Investigation of Possible Causes of Transltion Patterns from SIPP,” by L Weldman. Census Bureau

8714 - “Howehokls and Income Sources: Monthly Averages for 19&6,” by J. Moonnan, Census Bureau

8715 - “Creating SIPP wudinal Ffles Usfng 0SfRi.S IV.” by M. Sewafs, University of Michigan

8716 - “Transltfon In and Out of Poverty: New Data From the Survey of Income and Program ParUclpation,” by P. Ruggles. Urban Institute and R. W~liams, Congresskxrd Budget Offii

8717 - “On their own: The Selfsmployed and Others ln Private Business.” by S. Haber, George Washington University. E. Lamas Bureau of the Census, and J. Uchtenstein, U.S. Small Business Administration.

8718 - “Factors Assocfated Wfih Househdd Net Worth,” by E. Lamas and J. McNeU. Bureau of the Census

8719 - Exploring Changes in Health Care Coverage Using the SIPP Longitudinal Research File,” by D. Burkhead and A. Feldman, Bureau of the Census

8720 - ‘7he Analysis of Geographical Mobifity and Life Events with the SIPP.” by D. Dahmann and E. McArthur, Bureau of the Census

8721 - “A Review of the Use of Administrative Records in the Survey of Income and Program Participation, by C. Bow& and D. Kasprzyk. Census Bureau

8722 - “Survey of Income and Program Participation Update,” by 0. Kaspnyk, Bureau of the Census

8723 - “Measuring Poverty with the SIPP and the CPS.” by R. Williams, Congressional Budget office

8724 - ‘The Statistical Invisible Minorfty Aged,” by C. Taeuber. Bureau of the Census,and E. Attah. Atlanta University

8725 - “An Analysis of the SIPP Asset and Liability Feedback Experiment,” by E. lamas and J. McNeil. Bureau of the census

1986

8891 - “Some Aspects of SIPP.” compiled and edited by R. A Herriot and D. Kasprzyk. Census Bureau

8892 - “Nonsampling Error Issues in the SIPP,” by G. Kafton. University of Michigan, and D. B. McMillen and D. Kasprzyk. Census Bureau

8803 - “An Investigation of Model-Based Imputation Procedures Using Date From the Income Survey Development Program,” by V. J. Huggins and L Weidrnsn. Census Bureau

8804 - “Food Stamp Participation: A Cornpatison of SIPP Wkh Administrative Records,” by S. Carlson and R. Dalrymple, Food and Nutritii Service

8805 - “SIPP Longitudinal Househdd Estimation for the Proposed Longitudinal Definition,” by L R. Ernst, Census Bureau

c-5

I

SIPF RECTANGUUR FILE9

8606 - “A Comparlson of Seven lmputatlon Procedures for the 1979 Panel of the Income Survey Development Program,” by V. J. Hugglns, Census Bureau

8507 - “An lnvestfgation of the Imputation of Monthly Earnings for the Survey of Income and Program Participation Using Regressbn Models,” by V. J. Huggins and L Weidman, Census Bureau

8608 - “Evaluation of Training Materfafs and Methods for the Survey of Income and Program Participation,” by M. Hdt Survey Research Cons&ant

MO9- “Patterns d Househw Cornposbn and Famly Status change,” by C. F. Cltro, ASA/Census Resesrch Fellow, and H. W. Watts, Department of Economks. columbla unlverslty

8610 - “Composke Estimation for SJPP: A Prefiminaty Report,” by R. P. C&&&arty. Census Bureau

3611 - “Longiiudinal Household Concepts in SIPP: Preliminary Results,” by C. F. Citro. ASA/Census Research Fellow, D. J. Hernandez. and R. A Herrid Census Bureau

8612 - “Fdlowing Children in the Survey of Income and Program Participation,” by E. K McArthur. K S. Short, and S. Biinchi. Census Bureau

8613 - “SIPP Labor Transitions: Problems and Promises,” by P. Ryscavage and K S. Short, Census Bureau

3614 - “Augmenting Data Reported In the Survey of Income and Program Participation Wth Administrative Record Data -A Brief Diiussfon.” by D.K Sater. Census Bureau

1985

3301 - “The Survey of Income and Program Participation: Uses and Application.” by KS. Short, Census Bureau

8502 - “Application of a Matched Fle Unking the Bureau of the Census Survey of Income and Program and Participation and Econom ic Data,” by S. Haber. George Washington University

3503 - “Using the Survey d Income and Program Participation for Research on the Older Population,” by D. B. McMillen. C. M. Taeuber. and J. Marks, Census Bureau

6504 - “Summary of the Content of the 1934 Panel of the Survey of Income and Program Participation,” by D. T. Franked. Census Bureau

3505 - “Enhancing Data From the Survey of Income and Program Participation Wnh Data From Economic Censuses and Surveys,” by D. K Sater. Census Bureau

3306 - “Methodologies for Imputing Longftudinaf Survey Items,” by V. J. Huggins. L Weldman, and M. E. Samuhel. Census Bureau

8507 - “New Household Survey and the CPS: A Look at Labor Force Differences,” by P. M. Ryscavage, Census Bureau, and J. E. Bregger, Bureau of Labor Statistics

1904

8401 - (Update No. 1, Revised 12/f%) “An Overview of the Survey of Income and Program Pafticipatlon,” by D. Nelson. D.B. McMiflen. and D. Kasprzyk. Census Bureau

c-8

APPENDIX C-WORKING PAPERS

SIPP WORKING PAPERS ORDER FORM

These papers are free of charge. To receive any of these papers, put a hack by the appropriate number and mail thlsfomlto:

Data User Services Division Customer Services Bureau of the Census WashIngton. DC 20233

tf you request papers by phone, please contact Carmen Campbell on (301) 763-2005.

SIPP WORKING PAPERS

1984/1965 x!t!e a!3

8601 6608 -8602 8609 -8603- 8610 -8604-- 8611 -8605- 8612 -8606- 8613 -8607- 8614 - -

8701 - 8702 - 8703 - 8704 - 8705 - 8706 - 8707

8707 8715 8722 - - - 8709 8716 8723 -8710- - 8717 8724 -8711 - - 8718 8725 -8712- - 8719 -8713- 8720 -8714- 8721 - m

8801 8808 8615 8822 -8802 8w9- 8816 - 6823 -8803- 8810 -8817-8824- -8804- 8811 -8818-8825

8805 -6612- 8819 - 8826 8806-8813-8820 8627 8807 -8814-8821-8828 - - - -

8908 6915 8909 -E918- 6910 -8917- 8911 -8918 8912 -8919

- 8913 8920 8914 -8921

,8924 8925

c-7

C-8

APPENDIX D

Machlna-fhadable Data Dictionary byout

Data dictionary lines are 46 characters. The chamcter on tha Rrst position determines the typa of lines. Each varhble may have the fcllowlng lines:

I. COMMENTS ( ” l ” ) lines 2. DATA DlCTlONAFfY ( ” D ” ) ; lii and DATA DESCRIPTION 3. UNIVERSE ( I’ U ” ) lines 4. VALUE DESCRIPTION liis 5. Oneblanklineattheend

FORMAT

“*” UNE - COMMENTS

a. ” l ” ln the first posltii indicates that thii is a comment line. This line can appear any piace in the dictiiry. It will be used for short comments or to nuflify any value codes.

b. ” l * ” in the first two posltiis Is also comments but ft has addltlonal meaning. lt indicates this ls a block of comments whfch will be applied to several variables. The first line of this block wfll ave the COMMENT NO. so that subsequent variable can refer back to this comment block.

“D” UNE - DATA DICTIONARY

This line contains the fdlowing information:

ID NAME SIZE BEGIN TYPE

DEC IND

“D” Variable name Size of data fidd Begin position of data field Character varfabfe indicator “CHAR” or blanks lf numeric variable Implied decimal places TABLE variable indicator “TABLE” with ’ its dimension; otherwise blanks

“(aa)” for

COL l- 1 COL 3-10 COL 14-15 COL 1922

COL 26-26 COL 33-34

COL 3646

Text describing the variaMe will follow this “D” line. Use COL 6-46 and repeat as many lines as necessary.

‘If” UNE - UNIVERSE DEFINITION

This line contains the unlverse definition. Use COL 346 and repeat as many lines as necessary

ID ** u ” COL l-l DESCRIPTION Universe description COL 3-46

(For continuation use COL 346 and repeal as many lines as necessary.)

“V’ UNE -VALUE DEFINITION

ID aa v ** VALUE Value code-right justified

II 9.

DESCRIPTION Value description

(Repeat COL 14-46 fomtat for continued value description.)

D-l

COL l- 1 COL 3-12 COL 14 COL 15-46

D-2

APPENDD( E

USW Notes

This section is reserved for any fnfotmatfon relevant to the SIPP 1990 Panel, Wave 4 Topical Module Microdata File that Mkates specific problem wfth the data, or that becomes avaflable after the file Is released. Any such ldormatlonshoddbeflledbehindthlspage.

User Notes will be sent to afl users who (1) purchased their file (or technkal documentation) from the Census Bureau and (2) returned the coupon fdlowing the title page.

E-l