Loading…

Protocol - Wealth

Add to My Toolkit
Description

The interviewer asks the respondent about his or her family’s wealth and active savings, a point-in-time “stock” of the household’s financial assets. One person per family is interviewed biennially.

Specific Instructions

The household must first be enumerated to identify the head of household who will be asked the questions in this protocol.

The Working Group recommends that to construct the wealth measure, add up the monetary value of all assets and subtract the monetary value of all debts. 

The amount of wealth is not divided by the number of people in the household, and it does not take into consideration the structure of the family members.

Protocol

FAMILY LISTING

I. Sequential ID assigned to each FU member (1 – 24). Repeat the following for each FU member.

Mark a FU member as ‘Mover Out’ for a person who moved out to another household.

I.A. How about you/[FU member])? Are you/Is [FU member] currently living here/there as part of the family?

[ ] Yes

[ ] No

I.B. Next, I’d like to know who lives here/there as part of the family. How about you/[FU member])? Are you/Is [FU member] currently living here/there) as part of the family?

[ ] Yes

[ ] No

I.C. Is anyone else currently living here/there as part of the family including any newborn children?

[ ] Yes

[ ] No

I.D. [Ask if FU member is ‘Mover Out’] When did [FU member] move out? Do you know what season it was?

[ ] January

[ ] February

[ ] March

[ ] April

[ ] May

[ ] June

[ ] July

[ ] August

[ ] September

[ ] October

[ ] November

[ ] December

[ ] Winter

[ ] Spring

[ ] Summer

[ ] Fall

I.E. [Ask if FU member is ‘Mover Out’] When did [FU member] move out?

Year: _______

I.F. Now, I would like to check some birthdate information. What is your/[FU member]’s complete birthdate?

I.F.1. Month

[ ] January

[ ] February

[ ] March

[ ] April

[ ] May

[ ] June

[ ] July

[ ] August

[ ] September

[ ] October

[ ] November

[ ] December

[ ] Don’t know/Refused

 

I.F.2. Day

[ ] (1 – 31): ____

[ ] Don’t know/Refused

 

I.F.3. Year

[ ] (1880 – [Current Year]): ____

[ ] Don’t know/Refused

 

I.F.4. [If I.F.1., I.F.2. or I.F.3. = Don’t know/Refused] Could you tell me how old (you are/he is/she is)? (IF necessary: What is your best estimate?)

[ ] (1 – 120): ____

[ ] Don’t know/Refused

 

I.F.4.a. [If I.F.4. = Don’t know/Refused] Can you tell me if [FU member] is age 16 or older?

[ ] Yes

[ ] No

I.G. What is (your/[FU members]) current marital status? (Are you/[Is he / Is she]) now married, widowed, divorced, separated, or (have you/[has he / has she]) never been married?

[ ] Married

[ ] Never married

[ ] Widowed

[ ] Divorced

[ ] Separated

I.G.1 [If I.G. = Married] What is (your/[FU members]) spouses name?

Name: ___________________

I.H. Is the Marital Status Information Table complete?

[ ] Yes

[ ] No

HOUSING WEALTH

II. Do you (or anyone else in your family living there) own the (apartment/home/mobile home), pay rent, or what?

  • If coop/cooperative, Ask: Are you a shareholder—do you have a purchase agreement.—in the cooperative, or do you have a lease agreement?
  • If shareholder/purchase agreement or don’t know, Enter “own”
  • If LEASE agreement, Enter “rent”

[ ] Own: Any family unit member owns or is buying (fully or jointly)

[ ] Rent: Family unit pays rent

[ ] Other: Family unit neither owns nor rents

II.A. [Ask if II. = Own] Could you tell me what the present value of your (apartment/home/mobile home) is (including the value of the lot if the residence is a mobile home and you own the lot)—I mean about how much would it bring if you sold it today?

$ ________   [ ] Don’t know/Refused

II.A.1. [Ask if II.A. = Don’t know/Refused] Would it amount to $200,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

II.A.1.a. [Ask if II.A.1. = Yes] Would it amount to $300,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

II.A.1.a.i. [Ask if II.A.1.a. = Yes] Would it amount to $500,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

II.A.1.b. [Ask if II.A.1. = No] Would it amount to $100,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

II.A.1.b.i. [Ask if II.A.1.b. = No] Would it amount to $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

II.B. Do you have a mortgage or loan on this property? [If more than one, please tell me about the one (mortgage or loan) you’ve had the longest]

[ ] Yes: mortgage, land contract, home equity loan, etc.

[ ] No

II.B.1. [Ask if II.B. = Yes] About how much is the remaining principal on this loan?

$ ________

DIVIDENDS

III. Did you receive any other income from dividends?

[ ] Yes

[ ] No

III.A. [Ask if III. = Yes] How much was it?

$ ________   [ ] Don’t know/Refused

III.A.1. [Ask if III.A. = $ amount] The amount entered is per:

[ ] Month

[ ] Year

[ ] Other, specify: _______

III.A.2. [Ask if I.G. = Married ] Does that include your/[spouse]s dividends?

[ ] Yes

[ ] No

III.A.3. [Ask if III. = Yes] Is that in addition to the amount you reported for yourself?

[ ] Yes

[ ] No

III.B. [Ask if III. = Yes] During which months of [PYEAR] did you get this income?

[ ] January

[ ] February

[ ] March

[ ] April

[ ] May

[ ] June

[ ] July

[ ] August

[ ] September

[ ] October

[ ] November

[ ] December

[ ] All

OTHER REAL ESTATE

V. Do you (or your family living there) have any real estate other than your main home, such as a second home, land (not including farmland), rental real estate, or money owed to you on a land contract?

[ ] Yes

[ ] No

V.A. Does that include a second home?

[ ] Yes

[ ] No

V.B. How much is the real estate worth, that is, how much would it sell for?

$ ________   [ ] Don’t know/Refused

V.B.1. [Ask if V.B. = Don’t know/Refused] Would it amount to $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

V.B.1.a. [Ask if V.B.1. = Yes] $175,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

V.B.1.b. [Ask if V.B.1. = No] $20,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

V.C. (And) how much debt do you owe on that (real estate)?

$ ________   [ ] Don’t know/Refused

V.C.1. [Ask if V.C. = Don’t know/Refused] Would it amount to $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

V.C.1.a. [Ask if V.C.1 = Yes] $175,000 or more?

[ ] Yes

[ ] No

[ ] Don’t’ know/Refused

V.C.1.b. [Ask if V.C.1 = No] $20,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

PERSONAL VEHICLES

VI. What about the value of what you (or anyone in your family living there) own on wheels? Including personal vehicles you may have already told me about and any cars, trucks, a motor home, a trailer, or a boat—what are they worth all together, minus anything you still owe on them?

$ ________   [ ] Don’t know/Refused

VI.A. [Ask if VI. = Don’t know/Refused] Would it amount to $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

VI.A.1. [Ask if VI.A. = Yes] Would it amount to $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

VI.A.2. [Ask if VI.A. = No] Would it amount to $2,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

FARM OR BUSINESS

VII. Do you (or anyone in your family living there) own part or all of a farm or business?

[ ] Yes

[ ] No

VII.A. [Ask if VII. = Yes] How much is your part (of the farm or business) worth, that is, how much would it sell for?

$ ________   [ ] Don’t know/Refused

VII.A.1. [Ask if VII.A. = Don’t know/Refused] Would it amount to $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

VII.A.1.a. [Ask if VII.A.1. = Yes] $200,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

VII.A.1.b. [Ask if VII.A.1. = No] $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

VII.B. [Ask if VII. = Yes] And how much debt do you owe on that (farm or business)?

$ ________   [ ] Don’t know/Refused

VII.B.1. [Ask if VII.B. = Don’t know/Refused] Would it amount to $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

VII.B.1.a. [Ask if VII.B.1. = Yes] $200,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

VII.B.1.b. [Ask if VII.B.1. = No] $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

STOCKS

VIII. Do you (or anyone in your family living there) have shares of stock in publicly held corporations, stock mutual funds, or investment trusts, not including stocks in retirement accounts?

[ ] Yes

[ ] No

VIII.A. [Ask if VIII. = Yes] If you sold all that and paid off anything you owed on it, how much would you have?

$ ________   [ ] Don’t know/Refused

VIII.A.1. [Ask if VIII.A. = Don’t know/Refused] Would it amount to $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

VIII.A.1.a. [Ask if VIII.A.1. = Yes] $150,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

VIII.A.1.b. [Ask if VIII.A.1. = No] $15,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

IX. [If III.A. = Don’t know/Refused] How much in dividends did you receive?

$ ________   [ ] Don’t know/Refused

IX.A. [Ask if IX. = $ amount] The amount entered is per:

[ ] Month

[ ] Year

[ ] Other—specify ___________

IX.B. [Ask if IX. = Don’t know/Refused] During which months did you get this income?

[ ] January

[ ] February

[ ] March

[ ] April

[ ] May

[ ] June

[ ] July

[ ] August

[ ] September

[ ] October

[ ] November

[ ] December

[ ] All

ANNUITIES AND INDIVIDUAL RETIREMENT ACCOUNT (IRA)

X. Do you (or anyone in your family living there) have any money in private annuities, or Individual Retirement Accounts (I.R.A.s)?

[ ] Yes

[ ] No

X.A. [Ask if X. = Yes] Are they mostly in stocks, mostly in interest earning assets, split between the two, or what?

[ ] Mostly stocks

[ ] Mostly earning interest

[ ] Split

X.B. [Ask if X. = Yes] How much would they be worth?

$ ________   [ ] Don’t know/Refused

X.B.1. [Ask if X.B. = Don’t know/Refused] Would they amount to $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

X.B.1.a [Ask if X.B.1. = Yes] $100,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

X.B.1.a.i. [Ask if X.B.1.a. = Yes] $200,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

X.B.1.b. [Ask if X.B.1. = No] $15,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

CHECKING, SAVINGS, MONEY MARKET ACCOUNTS

XI. Do you (or anyone in your family living there) have checking or savings accounts, including money market accounts?

[ ] Yes, one or more

[ ] No, none

[ ] Don’t know/Refused

XI.A. [Ask if XI. = Yes] If you added up all such accounts (for all of your family living there), about how much would they amount to right now?

$ ________   [ ] Don’t know/Refused

XI.A.1. [Ask if XI.A. = Don’t know/Refused] Would they amount to $4,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XI.A.1.a. [Ask if XI.A.1. = Yes] Would they amount to $15,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XI.A.1.a.i. [Ask if XI.A.1.a. = Yes] Would they amount to $60,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XI.A.1.b. [Ask if XI.A.1. = No] Would it amount to $1,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

CERTIFICATE OF DEPOSIT (CD), BONDS, TREASURY BILLS

XII. Not including retirement accounts, do you (or anyone in your family living there) have any money in certificates of deposit, government bonds, or treasury bills?

[ ] Yes, one or more

[ ] No, none

[ ] Don’t know/Refused

XII.A. [Ask if XII. = Yes] If you added up all such accounts (for all of your family living there), about how much would they amount to altogether right now?

$ ________   [ ] Don’t know/Refused

XII.A.1. [Ask if XII.A. = Don’t know/Refused] Would it amount to $5,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XII.A.1.a. [Ask if XII.A.1. = Yes] Would it amount to $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XII.A.1.a.i. [Ask if XII.A.1.a. = Yes] Would it amount to $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XII.A.1.b. [Ask if XII.A.1. = No] Would it amount to $1,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XII.A.1.c. [Ask if XII.A.1. = Don’t know/Refused] How much interest did you (and all your family living there) earn altogether in [PYEAR]?

[ ] $0

[ ] $ _________   [ ] Don’t know/Refused

XII.A.1.c.i. [Ask if XII.A.1.c. = $ amount] The amount entered is: $_________ per:

[ ] Month

[ ] Year

[ ] Other, specify _________

XII.A.1.c.ii. [Ask if XII.A.1.c. = Don’t know/Refused] During which months of [PYEAR] did you get this income? Select all that apply.

[ ] January

[ ] February

[ ] March

[ ] April

[ ] May

[ ] June

[ ] July

[ ] August

[ ] September

[ ] October

[ ] November

[ ] December

[ ] All

LIFE INSURANCE, COLLECTIONS, TRUSTS, ESTATES

XIII. Do you (or anyone in your family living there) have any other savings or assets, such as cash value in a life insurance policy, a valuable collection for investment purposes, or rights in a trust or estate that you haven’t already told us about?

[ ] Yes

[ ] No

XIII.A. [Ask if XIII. = Yes] If you sold that and paid off any debts on it, how much would you have?

$ ________   [ ] Don’t know/Refused

XIII.A.1. [Ask if XIII.A. = Don’t know/Refused] Would it amount to $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XIII.A.1.a. [Ask if XIII.A.1. = Yes] $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XIII.A.1.b. [Ask if XIII.A.1. = No] $2,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

CREDIT CARD DEBTS

XIV. Aside from the debts that we have already talked about, like any mortgage on your main home or vehicle loans, do you (or anyone in your family living there) currently have any credit card or store card debt? Do not count new debt that will be paid off this month.

[ ] Yes

[ ] No

XIV.A. [Ask if XIV. = Yes] If you added up all credit card and store card debts (for all of your family living there), about how much would they amount to right now? (Please do not count any new debt that will be paid off this month.)

$ ________   [ ] Don’t know/Refused

XIV.A.1. [Ask if XIV.A. = Don’t Know or Refused] Would it amount to $5,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XIV.A.1.a. [Ask if XIV.A.1. = Yes] $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XIV.A.1.a.i. [Ask if XIV.A.1.a. = Yes] $15,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XIV.A.1.b. [Ask if XIV.A.1. = No] $1,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

DEBT FROM STUDENT LOANS, MEDICAL AND LEGAL BILLS, LOANS FROM RELATIVES

XV. Do you (or anyone in your family living there) currently have any other debts such as student loans, medical or legal bills, or loans from relatives? (INCLUDE unpaid balance(s), or student loans that are outstanding.)

[ ] Student loans

[ ] Medical bills

[ ] Legal bills

[ ] Loans from relatives

[ ] Other—specify ________

[ ] No

[ ] Don’t know/Refused

XV.A. If you added up all student loans [for all of your family living there], about how much would they amount to right now?

$ ________   [ ] Don’t know/Refused

XV.A.1. [Ask if XV.A. = Don’t Know or Refused] Would it amount to $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XV.A.1.a. [Ask if XV.A.1. = Yes] Would it amount to $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XV.A.1.a.i. [Ask if XV.A.1.a. = Yes] Would it amount to $75,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XV.A.1.b. [Ask if XV.A.1. = No] Would it amount to $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVI. If you added up all medical bills (for all of your family living there), about how much would they amount to right now?

$ ________   [ ] Don’t know/Refused

XVI.A. [Ask if XVI. = Don’t know/Refused] Would they amount to $3,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVI.A.1. [Ask if XVI.A. = Yes] Would they amount to $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVI.A.1.a. [Ask if XVI.A.1. = Yes] Would they amount to $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVI.A.2. [Ask if XVI.A. = No] Would they amount to $1,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVII. If you added up all legal bills (for all of your family living there), about how much would they amount to right now]?

$ ________   [ ] Don’t know/Refused

XVII.A. [Ask if XVII. = Don’t know/Refused] Would they amount to $3,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVII.A.1. [Ask if XVII.A. = Yes] Would they amount to $8,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVII.A.1.a. [Ask if XVII.A.1. = Yes] Would they amount to $20,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVII.A.2. [Ask if XVII.A. = No] Would they amount to $1,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVIII. If you added up all loans from relatives (for all of your family living there), about how much would they amount to right now?

$ ________   [ ] Don’t know/Refused

XVIII.A. [Ask if XVIII. = Don’t know/Refused] Would they amount to $4,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVIII.A.1. [Ask if XVIII.A. = Yes] Would they amount to $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVIII.A.1.a. [Ask if XVIII.A.1. = Yes] Would they amount to $20,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XVIII.A.2. [Ask if XVIII.A. = No] Would they amount to $1,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XIX. What were those other debts?

Specify: __________

XIX.A. If you added up all other debts (for all of your family living there), about how much would they amount to right now?

$ ________   [ ] Don’t know/Refused

XIX.A.1. [Ask if XIX.A. = Don’t know/Refused] Would they amount to $4,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XIX.A.1.a. [Ask if XIX.A.1. = Yes] Would they amount to $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XIX.A.1.a.i. [Ask if XIX.A.1.a. = Yes] Would they amount to $20,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XIX.A.1.b. [Ask if XIX.A.1. = No] Would they amount to $1,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

MONEY INTO OR CASH FROM ANNUITY OR IRA

XX. These next questions are about changes in your wealth during the last two years. Since January [P2YEAR], did you (or anyone in your family living there) put aside money in any private annuities or I.R.A.s (Individual Retirement Account)?

[ ] Yes

[ ] No

XX.A. How much did that amount to?

$ ________   [ ] Don’t know/Refused

XX.A.1. [Ask if XX.A. = Don’t know/Refused] Would they amount to $1,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XX.A.1.a. [Ask if XX.A.1. = Yes] Was it $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XX.A.1.a.i. [Ask if XX.A.1.a. = Yes] Was it $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XX.A.1.a.ii. [Ask if XX.A.1.a. = No] Was it $5,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XX.B. [If XX. = No or XX.A.1.a. = Don’t know/Refused] Since January [P2YEAR], did you (or anyone in your family living there) cash in any part of a pension, private annuity or I.R.A. (Individual Retirement Account)?

[ ] Yes

[ ] No

XX.B.1. [Ask if XX.B. = Yes] How much did that amount to?

$ ________   [ ] Don’t know/Refused

XX.B.1.a. [Ask if XX.B.1. = Don’t know/Refused] Was it $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XX.B.1.a.i. [Ask if XX.B.1.a. = Yes] Was it $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XX.B.1.a.i.a. [Ask if XX.B.1.a.i. = Yes] Was it $100,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XX.B.1.a.ii. [Ask if XX.B.1.a. = No] Was it $5,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

BUY OR SELL REAL ESTATE

XXI. Since January [P2YEAR], did you (or anyone in your family living there) sell any home you were using as your main residence?

[ ] Yes

[ ] No

XXI.A. [Ask if XXI. = Yes] About how much was the selling price, not including selling commissions and costs? (If R sold more than one main home, ask about the one owned in January, [P2YEAR])

$ ________   [ ] Don’t know/Refused

XXI.A.1. [Ask if XXI.A. = Don’t know/Refused] Was it $60,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXI.A.1.a. [Ask if XXI.A.1. = Yes] Was it $120,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXI.A.1.b. [Ask if XXI.A.1. = No] Was it $30,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXII. Since January [P2YEAR], did you (or anyone in your family living there) buy or sell any real estate other than your main home, such as a vacation home, land (not including farmland), or rental property?

• If R says only “Yes”, PROBE: Did you buy only, sell only, or both?

[ ] Yes, bought only

[ ] Yes, sold only

[ ] Yes, both bought and sold

[ ] No, neither

[ ] Don’t know/Refused

XXII.A. [Ask if XXII. = Yes, bought only or Yes, both bought and sold] Altogether, how much money did you (or anyone in your family living there] spend on any real estate other than your main home, such as a vacation home, land (not including farmland), or rental property since

January [P2YEAR]?

$ ________   [ ] Don’t know/Refused

XXII.A.1. [Ask if XXII.A. = Don’t know/Refused] Was it $60,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXII.A.1.a. [Ask if XXII.A.1. = Yes] Was it $120,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXI.A.1.b. [Ask if XXI.A.1. = No] Was it $30,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXII.B. [Ask if XXII. = Yes, sold only or Yes, both bought and sold] Altogether, how much money did you (or anyone in your family living there] get from selling any real estate other than your main home, such as a vacation home, land (not including farmland), or rental property since January [P2YEAR]?

$ ________   [ ] Don’t know/Refused

XXII.B.1. [Ask if XXII.B. = Don’t know/Refused] Was it $60,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXII.B.1.a. [Ask if XXII.B.1. = Yes] Was it $120,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXII.B.1.b. [Ask if XXII.B.1. = No] Was it $30,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

HOME IMPROVEMENTS

XXIII. Since January [P2YEAR], did you (or anyone in your family living there) make additions or improvements totaling $10,000 or more to any homes or other real estate you owned? Do not count general maintenance or upkeep.

[ ] Yes

[ ] No

XXIII.A. [Ask if XXIII. = Yes] What was the total dollar cost of the additions or improvements, plus the value of any work you may have done yourself?

$ ________   [ ] Don’t know/Refused

XXIII.A.1. [Ask if XXIII.A. = Don’t know/Refused] Was it $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXIII.A.1.a. [Ask if XXIII.A.1. = Yes] Was it $75,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

BUY OR SELL BUSINESS OR FARM

XXIV. Since January [P2YEAR], did you (or anyone in your family living there) put money into or sell part or all of your interest in a business or farm?

• If R says only “Yes”, PROBE: Did you put money in only, sell only, or both?

[ ] Yes, put money in only

[ ] Yes, sold only

[ ] Yes, both put money in and sold

[ ] No, neither

[ ] Don’t know/refused

XXIV.A. [Ask if XXIV. = Yes, put money in only or Yes, both put money in and sold] Altogether, how much money did you [or anyone in your family living there] put into a business or farm (since January [P2YEAR])?

$ ________   [ ] Don’t know/Refused

XXIV.A.1. [Ask if XXIV.A. = Don’t know/Refused] Was it $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXIV.A.1.a. [Ask if XXIV.A.1. = Yes] Was it $100,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXIV.A.1.b. [Ask if XXIV.A.1. = No] Was it $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXIV.B. [Ask if XXIV. = Sold only or Both put money in and sold] Altogether, how much money did you [or anyone in your family living there] get from selling a business or farm (since January [P2YEAR])?

XXIII.B.1. [Ask if XXIII.B. = Don’t know/Refused] Was it $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXIV.B.1.a. [Ask if XXIV.B.1. = Yes] Was it $100,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXIV.B.1.b. [Ask if XXIV.B.1. = No] Was it $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

BUY OR SELL STOCK

XXV. Since January [P2YEAR], did you (or anyone in your family living there) buy or sell any shares of stock in publicly held corporations, stock mutual funds, or investment trusts, including any automatic reinvestments—not including any retirement accounts?

If R says “Yes”, PROBE: Did you buy only, sell only, or both?

[ ] Yes, bought only

[ ] Yes, sold only

[ ] Yes, both bought and sold

[ ] No, neither

[ ] Don’t know/Refused

XXV.A. [Ask if XXIV = Yes, bought only or Yes, both bought and sold] Altogether, how much money did you (or anyone in your family living there) spend on (shares of) stocks (since January [P2YEAR])?

$ ________   [ ] Don’t know/Refused

XXV.A.1. [Ask if XXV.A. = Don’t know/Refused] Was it $20,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXV.A.1.a. [Ask if XXV.A.1. = Yes] Was it $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXV.A.1.a.i. [Ask if XXV.A.1.a. = Yes] Was it $100,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXV.A.1.b. [Ask if XXV.A.1. = No] Was it $5,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXV.B. [Ask if XXV. = Sold only or Both put money in and sold or XXV.A.1. = Don’t know/Refused] Altogether, how much money did you [or anyone in your family living there] get from selling (shares of) stocks (since January [P2YEAR])?

$ ________   [ ] Don’t know/Refused

XXV.B.1. [Ask if XXV.B. = Yes] Was it $20,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXV.B.1.a. [Ask if XXV.B.1. = Yes] Was it $50,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXV.B.1.a.i. [Ask if XXV.B.1.a. = Yes] Was it $100,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXV.B.1.b. [Ask if XXV.B.1. = No] Was it $5,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

ASSETS OR DEBTS FROM MOVERS-IN OR MOVERS-OUT

For each family/household member:

XXVI. [Ask if FU member = ‘Mover-Out’ and calculated age >= 18] Are there are Movers-Out Age 18+ Years Old?

[ ] Yes

[ ] No

XXVI.A. [Ask if XXVI. = Yes] Sometimes changes in a family’s savings or assets are due to people joining or leaving the family. Was there anyone living with you in January [P2YEAR] who doesn’t live with you now and who took $5,000 or more in assets or debts away with them?

[ ] Yes

[ ] No

XXVI.A.1. [Ask if XXVI.A. = Yes] Altogether, what is the total dollar value of assets that were removed that way?

$ ________   [ ] Don’t know/Refused

XXVI.A.1.a. [Ask if XXVI.A.1. = $ amount] Altogether, what is the total dollar value of debts that were removed that way?

$ ________   [ ] Don’t know/Refused

XXVI.A.1.a.i. [Ask if XXVI.A.1.a. = Don’t know/Refused] Was it $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVI.A.1.a.i.a. [Ask if XXVI.A.1.a.i. = Yes] Was it $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVI.A.1.a.i.b. [Ask if XXVI.A.1.a.i. = No] Was it $5,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVI.A.1.b. [Ask if XXVI.A.1. = Don’t know/Refused] Was it $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVI.A.1.b.i. [Ask if XXVI.A.1.b. = Yes] Was it $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVI.A.1.b.i.a. [Ask if XXVI.A.1.b.i. = Yes] Was it $100,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVI.A.1.b.ii. [Ask if XXVI.A.1.b. = No] Was it $5,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVII. [Ask if FU member = ‘Mover-Out’ and calculated age >= 18] Are there are Movers-Out Age 18+ Years Old?

[ ] Yes

[ ] No

XXVII.A. [Ask if XXVI = Movers-In Age 18+] Is there anyone in your family living with you now who has joined the family since January [P2YEAR] and who had $5,000 or more in assets or debts at the time they joined the family?

[ ] Yes

[ ] No

XXVII.A.1. [Ask if XXVII.A. = Yes] Altogether, what is the total dollar value of assets that were brought into the family that way?

$ ________   [ ] Don’t know/Refused

XXVI.A.1.a. [Ask if XXVI.A.1. = Don’t know/Refused] Was it $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVI.A.1.a.i. [Ask if XXVI.A.1.a. = Yes] Was it $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVI.A.1.a.i.a. [Ask if XXVI.A.1.a.i. = Yes] Was it $100,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVI.A.1.a.ii. [Ask if XXVI.A.1.a. = No] Was it $5,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVI.A.2. [Ask if XXVI.A. = Yes] Altogether, what is the total dollar value of debts that were brought into the family that way?

$ ________   [ ] Don’t know/Refused

XXVII.A.2.a. [Ask if XXVII.A.2. = Don’t know/Refused] Was it $10,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVII.A.2.a.i. [Ask if XXVII.A.2.a. = Yes] Was it $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVII.A.2.b. [Ask if XXVII.A.2.a. = No] Was it $5,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

LARGE GIFTS AND INHERITANCES

XXVIII. Some people’s assets come from gifts and inheritances. During the last two years, have you (or anyone in your family living there) received any large gifts or inheritances of money or property worth $10,000 or more?

[ ] Yes

[ ] No

XXVIII.A. [Ask if XXVIII. = Yes] Was that a gift or was that an inheritance? If multiple gifts or inheritances worth $10,000 or more were received, we can talk about each one separately.

[ ] Gift

[ ] Inheritance

XXVIII.A.1. What year did you [or anyone in your family living there] receive that? (If multiple gifts or inheritances worth $10,000 or more were received, we can talk about each one separately.)

[ ] P2YEAR

[ ] PYEAR

[ ] CYEAR

[ ] Not yet received

[ ] Don’t know/Refused

XXVIII.A.1.a. [Ask if XXVIII.A.1. = year entered] How much was that gift/that inheritance/it worth altogether, at the time it was received? (If multiple gifts or inheritances worth $10,000 or more were received, we can talk about each one separately.)

$ ________   [ ] Don’t know/Refused

XXVIII.A.1.a.i. [Ask if XXVIII.A.1.a. = Don’t know/Refused] Would it amount to $25,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVIII.A.1.a.i.a. [Ask if XXVIII.A.1.a.i. = Yes] Would it amount to $75,000 or more?

[ ] Yes

[ ] No

[ ] Don’t know/Refused

XXVIII.A.2. Did you [or anyone in your family living there] receive any other large gifts or inheritances of money or property worth $10,000 or more in the last two years? (If yes, repeat all V questions, maximum 3 times.)

[ ] Yes

[ ] No

Availability

Available

Personnel and Training Required

The interviewer must be trained to conduct personal interviews with individuals from the general population. The interviewer must be trained and found to be competent (i.e., tested by an expert) at the completion of personal interviews. The interviewer should be trained to prompt respondents further if a “don’t know” response is provided.

Equipment Needs

The PhenX Working Group acknowledges that these questions can be administered in a computerized or noncomputerized format (i.e., paper-and-pencil instrument). Computer software is necessary to develop computer-assisted instruments. The interviewer will require a laptop computer or handheld computer to administer a computer-assisted questionnaire.

Requirements
Requirement CategoryRequired
Major equipment No
Specialized training No
Specialized requirements for biospecimen collection No
Average time of greater than 15 minutes in an unaffected individual Yes
Mode of Administration

Interviewer-administered questionnaire

Lifestage

Adult, Senior

Participants

Adults

Selection Rationale

Among several similar surveys, the 2019 Panel Study of Income Dynamics wealth supplement is most comprehensive, although it is not too burdensome in the context of a general survey.

Language

English

Standards
StandardNameIDSource
caDSR Common Data Elements (CDE) Social Determinants of Health Household Wealth Questionnaire Assessment Text 7263301 CDE Browser
Derived Variables

None

Process and Review

Not applicable

Protocol Name from Source

Panel Study of Income Dynamics (PSID), wealth supplement, 2019

Source

Duncan, G. J., & Peterson, E. (2001). The long and short of asking questions about income, wealth, and labor supply. Social Science Research, 30, 248–263. (Questions from section H are included in “Debts.”)

University of Michigan Institute for Social Research. (2019). Panel Study of Income Dynamics, 2019 Annual Core Data (ICPSR 7439) (Interview). (Questions from FU Member Status, Movers-Out (MO) and Birth Information are included in section I. Family Unit (FU) Member Status and questions from section W - Wealth are included in sections II to XVIII.)

General References

Cubbin, C., Pollack, C., Flaherty, B., Hayward, M., Sania, A., Vallone, D., & Braveman, P. (2011). Assessing alternative measures of wealth in health research. American Journal of Public Health, 101, 939–947.

Pollack, C. E., Chideya, S., Cubbin, C., Williams, B., Dekker, M., & Braveman, P. (2007). Should health studies measure wealth? A systematic review. American Journal of Preventive Medicine, 33, 250–264.

University of Michigan Institute for Social Research. (n.d.). Panel Study of Income Dynamics, 1968-1999: Annual Core Data (ICPSR 7439) (Interview). (Wealth Supplement).

Protocol ID

280501

Variables
Export Variables
Variable Name Variable IDVariable DescriptiondbGaP Mapping
PX280501_Wealth_Annuities_Individual_Retirement
PX280501080100 Do you (or anyone in your family living more
there) have any money in private annuities, or Individual Retirement Accounts (I.R.A.s)? show less
N/A
PX280501_Wealth_Annuities_Individual_Retirement_Amount_100
PX280501080304 Would they amount to $100,000 or more? N/A
PX280501_Wealth_Annuities_Individual_Retirement_Amount_15
PX280501080306 Would they amount to $15,000 or more? N/A
PX280501_Wealth_Annuities_Individual_Retirement_Amount_200
PX280501080305 Would they amount to $200,000 or more? N/A
PX280501_Wealth_Annuities_Individual_Retirement_Amount_50
PX280501080303 Would they amount to $50,000 or more? N/A
PX280501_Wealth_Annuities_Individual_Retirement_Stocks
PX280501080200 Are they mostly in stocks, mostly in more
interest earning assets, split between the two, or what? show less
N/A
PX280501_Wealth_Annuities_Individual_Retirement_Worth
PX280501080301 How much would they be worth? N/A
PX280501_Wealth_Annuities_Individual_Retirement_Worth_Enumerated
PX280501080302 How much would they be worth? Don't know/Refused N/A
PX280501_Wealth_Annuity_IRA
PX280501140100 These next questions are about changes in more
your wealth during the last two years. Since January [P2YEAR], did you (or anyone in your family living there) put aside money in any private annuities or I.R.A.s (Individual Retirement Account)? show less
N/A
PX280501_Wealth_Annuity_IRA_Amount
PX280501140201 How much did that amount to? Variable Mapping
PX280501_Wealth_Annuity_IRA_Amount_1
PX280501140203 Would they amount to $1,000 or more? N/A
PX280501_Wealth_Annuity_IRA_Amount_10
PX280501140204 Would they amount to $10,000 or more? N/A
PX280501_Wealth_Annuity_IRA_Amount_5
PX280501140206 Would they amount to $5,000 or more? N/A
PX280501_Wealth_Annuity_IRA_Amount_50
PX280501140205 Would they amount to $50,000 or more? N/A
PX280501_Wealth_Annuity_IRA_Amount_Enumerated
PX280501140202 How much did that amount to? Don't know/Refused N/A
PX280501_Wealth_Annuity_IRA_Cash
PX280501140300 Since January [P2YEAR], did you (or anyone more
in your family living there) cash in any part of a pension, private annuity or I.R.A. (Individual Retirement Account)? show less
N/A
PX280501_Wealth_Annuity_IRA_Cash_Amount
PX280501140401 How much did that amount to? N/A
PX280501_Wealth_Annuity_IRA_Cash_Amount_10
PX280501140403 Was it $10,000 or more? N/A
PX280501_Wealth_Annuity_IRA_Cash_Amount_100
PX280501140405 Was it $100,000 or more? N/A
PX280501_Wealth_Annuity_IRA_Cash_Amount_5
PX280501140406 Was it $5,000 or more? N/A
PX280501_Wealth_Annuity_IRA_Cash_Amount_50
PX280501140404 Was it $50,000 or more? N/A
PX280501_Wealth_Annuity_IRA_Cash_Amount_Enumerated
PX280501140402 How much did that amount to? Don't know/Refused N/A
PX280501_Wealth_Assets_Debt_Movers_Out_Adult_1
PX280501190100 Are there Movers-Out Age 18+ Years Old? N/A
PX280501_Wealth_Assets_Debt_Movers_Out_Adult_2
PX280501190500 Are there Movers-In Age 18+ Years Old? N/A
PX280501_Wealth_Buy_Sell_Business_Farm
PX280501170100 Since January [P2YEAR], did you (or anyone more
in your family living there) put money into or sell part or all of your interest in a business or farm? • If R says only “Yes”, PROBE: Did you put money in only, sell only, or both? show less
N/A
PX280501_Wealth_Buy_Sell_Business_Farm_Amount
PX280501170201 Altogether, how much money did you [or more
anyone in your family living there] put into a business or farm (since January [P2YEAR])? show less
N/A
PX280501_Wealth_Buy_Sell_Business_Farm_Amount_10
PX280501170205 Was it $10,000 or more? N/A
PX280501_Wealth_Buy_Sell_Business_Farm_Amount_100
PX280501170204 Was it $100,000 or more? N/A
PX280501_Wealth_Buy_Sell_Business_Farm_Amount_25
PX280501170203 Was it $25,000 or more? N/A
PX280501_Wealth_Buy_Sell_Business_Farm_Amount_Enumerated
PX280501170202 Altogether, how much money did you [or more
anyone in your family living there] put into a business or farm (since January [P2YEAR])? Don't know/Refused show less
N/A
PX280501_Wealth_Buy_Sell_Business_Farm_Proceeds_Amount
PX280501170301 Altogether, how much money did you [or more
anyone in your family living there] get from selling a business or farm (since January [P2YEAR])? show less
N/A
PX280501_Wealth_Buy_Sell_Business_Farm_Proceeds_Amount_10
PX280501170305 Was it $10,000 or more? N/A
PX280501_Wealth_Buy_Sell_Business_Farm_Proceeds_Amount_100
PX280501170304 Was it $100,000 or more? N/A
PX280501_Wealth_Buy_Sell_Business_Farm_Proceeds_Amount_25
PX280501170303 Was it $25,000 or more? N/A
PX280501_Wealth_Buy_Sell_Business_Farm_Proceeds_Amount_Enumerated
PX280501170302 Altogether, how much money did you [or more
anyone in your family living there] get from selling a business or farm (since January [P2YEAR])? Don't know/Refused show less
N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Purchase_Price
PX280501150200 Since January [P2YEAR], did you (or anyone more
in your family living there) buy or sell any real estate other than your main home, such as a vacation home, land (not including farmland), or rental property? • If R says only “Yes”, PROBE show less
N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Purchase_Price_Amount
PX280501150301 Altogether, how much money did you (or more
anyone in your family living there] spend on any real estate other than your main home, such as a vacation home, land (not including farmland), or rental property since January [P2YEAR]? show less
N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Purchase_Price_Amount_120
PX280501150304 Was it $120,000 or more? N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Purchase_Price_Amount_30
PX280501150305 Was it $30,000 or more? N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Purchase_Price_Amount_60
PX280501150303 Was it $60,000 or more? N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Purchase_Price_Amount_Enumerated
PX280501150302 Altogether, how much money did you (or more
anyone in your family living there] spend on any real estate other than your main home, such as a vacation home, land (not including farmland), or rental property since January [P2YEAR]? Don't know/Refused show less
N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Sales
PX280501150100 Since January [P2YEAR], did you (or anyone more
in your family living there) sell any home you were using as your main residence? show less
N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Sales_Price
PX280501150201 About how much was the selling price, not more
including selling commissions and costs? (If R sold more than one main home, ask about the one owned in January, [P2YEAR]) show less
N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Sales_Price_120
PX280501150204 Was it $120,000 or more? N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Sales_Price_30
PX280501150205 Was it $30,000 or more? N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Sales_Price_60
PX280501150203 Was it $60,000 or more? N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Sales_Price_Enumerated
PX280501150202 About how much was the selling price, not more
including selling commissions and costs? (If R sold more than one main home, ask about the one owned in January, [P2YEAR]) Don't know/Refused show less
N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Sale_Proceeds_Amount
PX280501150401 Altogether, how much money did you (or more
anyone in your family living there] get from selling any real estate other than your main home, such as a vacation home, land (not including farmland), or rental property since January [P2YEAR]? show less
N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Sale_Proceeds_Amount_120
PX280501150404 Was it $120,000 or more? N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Sale_Proceeds_Amount_30
PX280501150405 Was it $30,000 or more? N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Sale_Proceeds_Amount_60
PX280501150403 Was it $60,000 or more? N/A
PX280501_Wealth_Buy_Sell_Real_Estate_Sale_Proceeds_Amount_Enumerated
PX280501150402 Altogether, how much money did you (or more
anyone in your family living there] get from selling any real estate other than your main home, such as a vacation home, land (not including farmland), or rental property since January [P2YEAR]? Don't know/Refus show less
N/A
PX280501_Wealth_Buy_Sell_Stock
PX280501180100 Since January [P2YEAR], did you (or anyone more
in your family living there) buy or sell any shares of stock in publicly held corporations, stock mutual funds, or investment trusts, including any automatic reinvestments—not including any retirement show less
N/A
PX280501_Wealth_Buy_Sell_Stock_Purchase_Amount
PX280501180201 Altogether, how much money did you (or more
anyone in your family living there) spend on (shares of) stocks (since January [P2YEAR])? show less
N/A
PX280501_Wealth_Buy_Sell_Stock_Purchase_Amount_100
PX280501180205 Was it $100,000 or more? N/A
PX280501_Wealth_Buy_Sell_Stock_Purchase_Amount_20
PX280501180203 Was it $20,000 or more? N/A
PX280501_Wealth_Buy_Sell_Stock_Purchase_Amount_5
PX280501180206 Was it $5,000 or more? N/A
PX280501_Wealth_Buy_Sell_Stock_Purchase_Amount_50
PX280501180204 Was it $50,000 or more? N/A
PX280501_Wealth_Buy_Sell_Stock_Purchase_Amount_Enumerated
PX280501180202 Altogether, how much money did you (or more
anyone in your family living there) spend on (shares of) stocks (since January [P2YEAR])? Don't know/Refused show less
N/A
PX280501_Wealth_Buy_Sell_Stock_Sales_Amount
PX280501180301 Altogether, how much money did you [or more
anyone in your family living there] get from selling (shares of) stocks (since January [P2YEAR])? show less
N/A
PX280501_Wealth_Buy_Sell_Stock_Sales_Amount_100
PX280501180305 Was it $100,000 or more? N/A
PX280501_Wealth_Buy_Sell_Stock_Sales_Amount_20
PX280501180303 Was it $20,000 or more? N/A
PX280501_Wealth_Buy_Sell_Stock_Sales_Amount_5
PX280501180306 Was it $5,000 or more? N/A
PX280501_Wealth_Buy_Sell_Stock_Sales_Amount_50
PX280501180304 Was it $50,000 or more? N/A
PX280501_Wealth_Buy_Sell_Stock_Sales_Amount_Enumerated
PX280501180302 Altogether, how much money did you [or more
anyone in your family living there] get from selling (shares of) stocks (since January [P2YEAR])? Don't know/Refused show less
N/A
PX280501_Wealth_Certificate_Deposit_Bonds
PX280501100100 Not including retirement accounts, do you more
(or anyone in your family living there) have any money in certificates of deposit, government bonds, or treasury bills? show less
N/A
PX280501_Wealth_Certificate_Deposit_Bonds_Interest_Timeframe
PX280501100401 The amount entered is: $_________ per: N/A
PX280501_Wealth_Certificate_Deposit_Bonds_Interest_Timeframe_Other
PX280501100402 The amount entered is: $_________ per: more
Other, specify: show less
N/A
PX280501_Wealth_Certificate_Deposit_Bonds_Interest_Value
PX280501100301 How much interest did you (and all your more
family living there) earn altogether in [PYEAR]? show less
N/A
PX280501_Wealth_Certificate_Deposit_Bonds_Interest_Value_Other
PX280501100302 How much interest did you (and all your more
family living there) earn altogether in [PYEAR]? Other show less
N/A
PX280501_Wealth_Certificate_Deposit_Bonds_Months
PX280501100500 During which months of [PYEAR] did you get more
this income? Select all that apply. show less
N/A
PX280501_Wealth_Certificate_Deposit_Bonds_Value
PX280501100201 If you added up all such accounts (for all more
of your family living there), about how much would they amount to altogether right now? show less
N/A
PX280501_Wealth_Certificate_Deposit_Bonds_Value_1
PX280501100206 Would it amount to $1,000 or more? N/A
PX280501_Wealth_Certificate_Deposit_Bonds_Value_10
PX280501100204 Would it amount to $10,000 or more? N/A
PX280501_Wealth_Certificate_Deposit_Bonds_Value_5
PX280501100203 Would it amount to $5,000 or more? N/A
PX280501_Wealth_Certificate_Deposit_Bonds_Value_50
PX280501100205 Would it amount to $50,000 or more? N/A
PX280501_Wealth_Certificate_Deposit_Bonds_Value_Enumerated
PX280501100202 If you added up all such accounts (for all more
of your family living there), about how much would they amount to altogether right now? Don't know/Refused show less
N/A
PX280501_Wealth_Checking_Savings
PX280501090100 Do you (or anyone in your family living more
there) have checking or savings accounts, including money market accounts? show less
N/A
PX280501_Wealth_Checking_Savings_Value
PX280501090201 If you added up all such accounts (for all more
of your family living there), about how much would they amount to right now? show less
N/A
PX280501_Wealth_Checking_Savings_Value_1
PX280501090206 Would it amount to $1,000 or more? N/A
PX280501_Wealth_Checking_Savings_Value_15
PX280501090204 Would they amount to $15,000 or more? N/A
PX280501_Wealth_Checking_Savings_Value_4
PX280501090203 Would they amount to $4,000 or more? N/A
PX280501_Wealth_Checking_Savings_Value_60
PX280501090205 Would they amount to $60,000 or more? N/A
PX280501_Wealth_Checking_Savings_Value_Enumerated
PX280501090202 If you added up all such accounts (for all more
of your family living there), about how much would they amount to right now? Don't know/Refused show less
N/A
PX280501_Wealth_Credit_Card_Debt
PX280501120100 Aside from the debts that we have already more
talked about, like any mortgage on your main home or vehicle loans, do you (or anyone in your family living there) currently have any credit card or store card debt? Do not count new debt that will be paid of show less
N/A
PX280501_Wealth_Credit_Card_Debt_Value
PX280501120201 If you added up all credit card and store more
card debts (for all of your family living there), about how much would they amount to right now? (Please do not count any new debt that will be paid off this month.) show less
N/A
PX280501_Wealth_Credit_Card_Debt_Value_1
PX280501120206 Would it amount to $1,000 or more? N/A
PX280501_Wealth_Credit_Card_Debt_Value_10
PX280501120204 Would it amount to $10,000 or more? N/A
PX280501_Wealth_Credit_Card_Debt_Value_15
PX280501120205 Would it amount to $15,000 or more? N/A
PX280501_Wealth_Credit_Card_Debt_Value_5
PX280501120203 Would it amount to $5,000 or more? N/A
PX280501_Wealth_Credit_Card_Debt_Value_Enumerated
PX280501120202 If you added up all credit card and store more
card debts (for all of your family living there), about how much would they amount to right now? (Please do not count any new debt that will be paid off this month.) Don't know/Refused show less
N/A
PX280501_Wealth_Dividends_Income
PX280501030100 Did you receive any other income from dividends? N/A
PX280501_Wealth_Dividends_Income_Amount
PX280501030201 How much was it? N/A
PX280501_Wealth_Dividends_Income_Amount_Enumerated
PX280501030202 How much was it? Don't know/Refused N/A
PX280501_Wealth_Dividends_Income_Month
PX280501030402 During which months of [PYEAR] did you get more
this income? show less
Variable Mapping
PX280501_Wealth_Dividends_Income_Spouse
PX280501030303 Does that include your more
spouse’s dividends? show less
N/A
PX280501_Wealth_Dividends_Income_Timeframe
PX280501030301 The amount entered is per: N/A
PX280501_Wealth_Dividends_Income_Timeframe_Other
PX280501030302 The amount entered is per: Other, specify: N/A
PX280501_Wealth_Dividends_Income_Yourself
PX280501030401 Is that in addition to the amount you more
reported for yourself? show less
N/A
PX280501_Wealth_Family_Listing_Age
PX280501010606 Could you tell me how old (you are/he is/she more
is)? (IF necessary: What is your best estimate?) show less
N/A
PX280501_Wealth_Family_Listing_Age_16
PX280501010608 Can you tell me if [FU member] is age 16 or older? Variable Mapping
PX280501_Wealth_Family_Listing_Age_Enumerated
PX280501010607 Could you tell me how old (you are/he is/she more
is)? (IF necessary: What is your best estimate?) Other show less
N/A
PX280501_Wealth_Family_Listing_Household
PX280501010200 Next, I’d like t more
know who lives here/there as part of the family. How about you/[FU member]) Are you/Is [FU member] currently living here/there) as part of the family? show less
N/A
PX280501_Wealth_Family_Listing_Household_Other
PX280501010300 Is anyone else currently living here/there more
as part of the family including any newborn children? show less
Variable Mapping
PX280501_Wealth_Family_Listing_Marital_Spouse_Name
PX280501010702 What is (your/[FU more
member’s]) spouse’s name? show less
N/A
PX280501_Wealth_Family_Listing_Marital_Status
PX280501010701 What is (your/[FU more
member’s]) current marital status? (Are you/[Is he / Is she]) now married, widowed, divorced, separated, or (have you/[has he / has she]) never been married? show less
N/A
PX280501_Wealth_Family_Listing_Marital_Status_Complete
PX280501010703 Is the Marital Status Information Table complete? N/A
PX280501_Wealth_Family_Listing_Mover_Out
PX280501010100 How about you/[FU member])? Are you/Is [FU more
member] currently living here/there as part of the family? show less
N/A
PX280501_Wealth_Family_Listing_Mover_Out_Birthday_Day
PX280501010602 Now, I would like to check some birthdate more
information. What is your/[FU member]’s complete birthdate? Day show less
Variable Mapping
PX280501_Wealth_Family_Listing_Mover_Out_Birthday_Day_Enumerated
PX280501010603 Now, I would like to check some birthdate more
information. What is your/[FU member]’s complete birthdate? Day. Don't know/Refused show less
N/A
PX280501_Wealth_Family_Listing_Mover_Out_Birthday_Month
PX280501010601 Now, I would like to check some birthdate more
information. What is your/[FU member]’s complete birthdate? Month show less
Variable Mapping
PX280501_Wealth_Family_Listing_Mover_Out_Birthday_Year
PX280501010604 Now, I would like to check some birthdate more
information. What is your/[FU member]’s complete birthdate? Year show less
N/A
PX280501_Wealth_Family_Listing_Mover_Out_Birthday_Year_Enumerated
PX280501010605 Now, I would like to check some birthdate more
information. What is your/[FU member]’s complete birthdate? Year. Don't know/Refused show less
N/A
PX280501_Wealth_Family_Listing_Mover_Out_Leave_
PX280501010500 When did [FU member] move out? Year Variable Mapping
PX280501_Wealth_Family_Listing_Mover_Out_Leave_Month
PX280501010400 When did [FU member] move out? Do you know more
what season it was? show less
N/A
PX280501_Wealth_Family_Loans
PX280501130501 If you added up all loans from relatives more
(for all of your family living there), about how much would they amount to right now? show less
N/A
PX280501_Wealth_Family_Loans_Enumerated
PX280501130502 If you added up all loans from relatives more
(for all of your family living there), about how much would they amount to right now? Don't know/Refused show less
N/A
PX280501_Wealth_Family_Loans_Value_1
PX280501130506 Would they amount to $1,000 or more? N/A
PX280501_Wealth_Family_Loans_Value_10
PX280501130504 Would they amount to $10,000 or more? N/A
PX280501_Wealth_Family_Loans_Value_20
PX280501130505 Would they amount to $20,000 or more? N/A
PX280501_Wealth_Family_Loans_Value_4
PX280501130503 Would they amount to $4,000 or more? N/A
PX280501_Wealth_Farm_Business
PX280501060100 Do you (or anyone in your family living more
there) own part or all of a farm or business? show less
N/A
PX280501_Wealth_Farm_Business_Debt
PX280501060301 And how much debt do you owe on that (farm more
or business)? show less
N/A
PX280501_Wealth_Farm_Business_Debt_10
PX280501060305 $10,000 or more? N/A
PX280501_Wealth_Farm_Business_Debt_200
PX280501060304 $200,000 or more? N/A
PX280501_Wealth_Farm_Business_Debt_50
PX280501060303 Would it amount to $50,000 or more? N/A
PX280501_Wealth_Farm_Business_Debt_Enumerated
PX280501060302 And how much debt do you owe on that (farm more
or business)? Don't know/Refused show less
N/A
PX280501_Wealth_Farm_Business_Value
PX280501060201 How much is your part (of the farm or more
business) worth, that is, how much would it sell for? show less
N/A
PX280501_Wealth_Farm_Business_Value_10
PX280501060205 $10,000 or more? N/A
PX280501_Wealth_Farm_Business_Value_200
PX280501060204 $200,000 or more? N/A
PX280501_Wealth_Farm_Business_Value_50
PX280501060203 Would it amount to $50,000 or more? N/A
PX280501_Wealth_Farm_Business_Value_Enumerated
PX280501060202 How much is your part (of the farm or more
business) worth, that is, how much would it sell for? Don't know/Refused show less
N/A
PX280501_Wealth_Gifts_Inheritances
PX280501200100 Some people’s a more
sets come from gifts and inheritances. During the last two years, have you (or anyone in your family living there) received any large gifts or inheritances of money or property worth $10,000 or more? show less
N/A
PX280501_Wealth_Gifts_Inheritances_Amount
PX280501200400 How much was that gift/that inheritance/it more
worth altogether, at the time it was received? (If multiple gifts or inheritances worth $10,000 or more were received, we can talk about each one separately.) show less
N/A
PX280501_Wealth_Gifts_Inheritances_Amount_25
PX280501200600 Would it amount to $25,000 or more? N/A
PX280501_Wealth_Gifts_Inheritances_Amount_75
PX280501200700 Would it amount to $75,000 or more? N/A
PX280501_Wealth_Gifts_Inheritances_Amount_Enumerated
PX280501200500 How much was that gift/that inheritance/it more
worth altogether, at the time it was received? (If multiple gifts or inheritances worth $10,000 or more were received, we can talk about each one separately.) Don't know/Refused show less
N/A
PX280501_Wealth_Gifts_Inheritances_Other
PX280501200800 Did you [or anyone in your family living more
there] receive any other large gifts or inheritances of money or property worth $10,000 or more in the last two years? (If yes, repeat all V questions, maximum 3 times.) show less
N/A
PX280501_Wealth_Gifts_Inheritances_Which
PX280501200200 Was that a gift or was that an inheritance? more
If multiple gifts or inheritances worth $10,000 or more were received, we can talk about each one separately. show less
N/A
PX280501_Wealth_Gifts_Inheritances_Year
PX280501200300 What year did you [or anyone in your family more
living there] receive that? (If multiple gifts or inheritances worth $10,000 or more were received, we can talk about each one separately.) show less
N/A
PX280501_Wealth_Home_Improvements
PX280501160100 Since January [P2YEAR], did you (or anyone more
in your family living there) make additions or improvements totaling $10,000 or more to any homes or other real estate you owned? Do not count general maintenance or upkeep. show less
N/A
PX280501_Wealth_Home_Improvements_Amount
PX280501160201 What was the total dollar cost of the more
additions or improvements, plus the value of any work you may have done yourself? show less
N/A
PX280501_Wealth_Home_Improvements_Amount_25
PX280501160203 Was it $25,000 or more? N/A
PX280501_Wealth_Home_Improvements_Amount_75
PX280501160204 Was it $75,000 or more? N/A
PX280501_Wealth_Home_Improvements_Amount_Enumerated
PX280501160202 What was the total dollar cost of the more
additions or improvements, plus the value of any work you may have done yourself? Don't know/Refused show less
Variable Mapping
PX280501_Wealth_Housing_Mortage
PX280501020301 Do you have a mortgage or loan on this more
property? [If more than one, please tell me about the one (mortgage or loan) you’ve had the longest] show less
N/A
PX280501_Wealth_Housing_Mortage_Principal
PX280501020302 About how much is the remaining principal on more
this loan? show less
Variable Mapping
PX280501_Wealth_Housing_Status
PX280501020100 Do you (or anyone else in your family living more
there) own the (apartment/home/mobile home), pay rent, or what? - If coop/cooperative, Ask: Are you a shareholder - do you have a purchase agreement.-in the cooperative, or do you have a lease agreement? - show less
N/A
PX280501_Wealth_Housing_Value
PX280501020201 Could you tell me what the present value of more
your (apartment/home/mobile home) is (including the value of the lot if the residence is a mobile home and you own the lot)-I mean about how much would it bring if you sold it today? show less
N/A
PX280501_Wealth_Housing_Value_100
PX280501020206 Would it amount to $100,000 or more? N/A
PX280501_Wealth_Housing_Value_200
PX280501020203 Would it amount to $200,000 or more? N/A
PX280501_Wealth_Housing_Value_300
PX280501020204 Would it amount to $300,000 or more? N/A
PX280501_Wealth_Housing_Value_50
PX280501020207 Would it amount to $50,000 or more? N/A
PX280501_Wealth_Housing_Value_500
PX280501020205 Would it amount to $500,000 or more? N/A
PX280501_Wealth_Housing_Value_Enumerated
PX280501020202 Could you tell me what the present value of more
your (apartment/home/mobile home) is (including the value of the lot if the residence is a mobile home and you own the lot)-I mean about how much would it bring if you sold it today? Don't know show less
N/A
PX280501_Wealth_Legal_Bills
PX280501130401 If you added up all legal bills (for all of more
your family living there), about how much would they amount to right now]? show less
N/A
PX280501_Wealth_Legal_Bills_Enumerated
PX280501130402 If you added up all legal bills (for all of more
your family living there), about how much would they amount to right now]? Don't know/Refused show less
N/A
PX280501_Wealth_Legal_Bills_Value_1
PX280501130406 Would they amount to $1,000 or more? N/A
PX280501_Wealth_Legal_Bills_Value_20
PX280501130405 Would they amount to $20,000 or more? N/A
PX280501_Wealth_Legal_Bills_Value_3
PX280501130403 Would they amount to $3,000 or more? N/A
PX280501_Wealth_Legal_Bills_Value_8
PX280501130404 Would they amount to $8,000 or more? N/A
PX280501_Wealth_Life_Insurance_Collections_Trusts
PX280501110100 Do you (or anyone in your family living more
there) have any other savings or assets, such as cash value in a life insurance policy, a valuable collection for investment purposes, or rights in a trust or estate that you haven’t already told us abou show less
N/A
PX280501_Wealth_Life_Insurance_Collections_Trusts_Value
PX280501110201 If you sold that and paid off any debts on more
it, how much would you have? show less
N/A
PX280501_Wealth_Life_Insurance_Collections_Trusts_Value_10
PX280501110203 Would it amount to $10,000 or more? N/A
PX280501_Wealth_Life_Insurance_Collections_Trusts_Value_2
PX280501110205 Would it amount to $2,000 or more? N/A
PX280501_Wealth_Life_Insurance_Collections_Trusts_Value_25
PX280501110204 Would it amount to $25,000 or more? N/A
PX280501_Wealth_Life_Insurance_Collections_Trusts_Value_Enumerated
PX280501110202 If you sold that and paid off any debts on more
it, how much would you have? Don't know/Refused show less
N/A
PX280501_Wealth_Medical_Bills
PX280501130301 If you added up all medical bills (for all more
of your family living there), about how much would they amount to right now? show less
N/A
PX280501_Wealth_Medical_Bills_Enumerated
PX280501130302 If you added up all medical bills (for all more
of your family living there), about how much would they amount to right now? Don't know/Refused show less
N/A
PX280501_Wealth_Medical_Bills_Value_1
PX280501130306 Would they amount to $1,000 or more? N/A
PX280501_Wealth_Medical_Bills_Value_10
PX280501130304 Would they amount to $10,000 or more? N/A
PX280501_Wealth_Medical_Bills_Value_25
PX280501130305 Would they amount to $25,000 or more? N/A
PX280501_Wealth_Medical_Bills_Value_3
PX280501130303 Would they amount to $3,000 or more? N/A
PX280501_Wealth_Movers_Added_Assets_Amount
PX280501190701 Altogether, what is the total dollar value more
of assets that were brought into the family that way? show less
N/A
PX280501_Wealth_Movers_Added_Assets_Amount_10
PX280501190703 Was it $10,000 or more? N/A
PX280501_Wealth_Movers_Added_Assets_Amount_100
PX280501190705 Was it $100,000 or more? N/A
PX280501_Wealth_Movers_Added_Assets_Amount_25
PX280501190704 Was it $25,000 or more? N/A
PX280501_Wealth_Movers_Added_Assets_Amount_5
PX280501190706 Was it $5,000 or more? N/A
PX280501_Wealth_Movers_Added_Assets_Amount_Enumerated
PX280501190702 Altogether, what is the total dollar value more
of assets that were brought into the family that way? Don't know/Refused show less
N/A
PX280501_Wealth_Movers_Added_Assets_Debts
PX280501190600 Is there anyone in your family living with more
you now who has joined the family since January [P2YEAR] and who had $5,000 or more in assets or debts at the time they joined the family? show less
N/A
PX280501_Wealth_Movers_Added_Debt_Amount
PX280501190801 Altogether, what is the total dollar value more
of debts that were brought into the family that way? show less
N/A
PX280501_Wealth_Movers_Added_Debt_Amount_10
PX280501190803 Was it $10,000 or more? N/A
PX280501_Wealth_Movers_Added_Debt_Amount_25
PX280501190804 Was it $25,000 or more? N/A
PX280501_Wealth_Movers_Added_Debt_Amount_5
PX280501190805 Was it $5,000 or more? N/A
PX280501_Wealth_Movers_Added_Debt_Amount_Enumerated
PX280501190802 Altogether, what is the total dollar value more
of debts that were brought into the family that way? Don't know/Refused show less
N/A
PX280501_Wealth_Movers_Removed_Assets_Amount
PX280501190301 Altogether, what is the total dollar value more
of assets that were removed that way? show less
N/A
PX280501_Wealth_Movers_Removed_Assets_Amount_10
PX280501190303 Was it $10,000 or more? N/A
PX280501_Wealth_Movers_Removed_Assets_Amount_100
PX280501190305 Was it $100,000 or more? N/A
PX280501_Wealth_Movers_Removed_Assets_Amount_25
PX280501190304 Was it $25,000 or more? N/A
PX280501_Wealth_Movers_Removed_Assets_Amount_5
PX280501190306 Was it $5,000 or more? N/A
PX280501_Wealth_Movers_Removed_Assets_Amount_Enumerated
PX280501190302 Altogether, what is the total dollar value more
of assets that were removed that way? Don't know/Refused show less
N/A
PX280501_Wealth_Movers_Removed_Assets_Debts
PX280501190200 Sometimes changes in a more
family’s savings or assets are due to people joining or leaving the family. Was there anyone living with you in January [P2YEAR] who doesn’t live with you now and who took $5,000 or more in assets or debts away wi show less
N/A
PX280501_Wealth_Movers_Removed_Debt_Amount
PX280501190401 Altogether, what is the total dollar value more
of debts that were removed that way? show less
N/A
PX280501_Wealth_Movers_Removed_Debt_Amount_10
PX280501190403 Was it $10,000 or more? N/A
PX280501_Wealth_Movers_Removed_Debt_Amount_25
PX280501190404 Was it $25,000 or more? N/A
PX280501_Wealth_Movers_Removed_Debt_Amount_5
PX280501190405 Was it $5,000 or more? N/A
PX280501_Wealth_Movers_Removed_Debt_Amount_Enumerated
PX280501190402 Altogether, what is the total dollar value more
of debts that were removed that way? Don't know/Refused show less
N/A
PX280501_Wealth_Other_Debts
PX280501130602 If you added up all other debts (for all of more
your family living there), about how much would they amount to right now? show less
N/A
PX280501_Wealth_Other_Debts_Enumerated
PX280501130603 If you added up all other debts (for all of more
your family living there), about how much would they amount to right now? Don't know/Refused show less
N/A
PX280501_Wealth_Other_Debts_Specify
PX280501130601 What were those other debts? Specify: N/A
PX280501_Wealth_Other_Debts_Value_1
PX280501130607 Would they amount to $1,000 or more? N/A
PX280501_Wealth_Other_Debts_Value_10
PX280501130605 Would they amount to $10,000 or more? N/A
PX280501_Wealth_Other_Debts_Value_20
PX280501130606 Would they amount to $20,000 or more? N/A
PX280501_Wealth_Other_Debts_Value_4
PX280501130604 Would they amount to $4,000 or more? N/A
PX280501_Wealth_Personal_Vehicles_Value
PX280501050101 What about the value of what you (or anyone more
in your family living there) own on wheels? Including personal vehicles you may have already told me about and any cars, trucks, a motor home, a trailer, or a boat-what are they worth all together, minus an show less
N/A
PX280501_Wealth_Personal_Vehicles_Value_10
PX280501050103 Would it amount to $10,000 or more? N/A
PX280501_Wealth_Personal_Vehicles_Value_25
PX280501050104 Would it amount to $25,000 or more? N/A
PX280501_Wealth_Personal_Vehicles_Value_5
PX280501050105 Would it amount to $2,000 or more? N/A
PX280501_Wealth_Personal_Vehicles_Value_Enumerated
PX280501050102 What about the value of what you (or anyone more
in your family living there) own on wheels? Including personal vehicles you may have already told me about and any cars, trucks, a motor home, a trailer, or a boat-what are they worth all together, minus an show less
N/A
PX280501_Wealth_Real_Estate_Debt
PX280501040401 (And) how much debt do you owe on that (real more
estate)? show less
N/A
PX280501_Wealth_Real_Estate_Debt_Enumerated
PX280501040402 (And) how much debt do you owe on that (real more
estate)? Don't know/Refused show less
N/A
PX280501_Wealth_Real_Estate_Debt_Value_175
PX280501040404 $175,000 or more? N/A
PX280501_Wealth_Real_Estate_Debt_Value_20
PX280501040405 $20,000 or more? N/A
PX280501_Wealth_Real_Estate_Debt_Value_50
PX280501040403 Would it amount to $50,000 or more? N/A
PX280501_Wealth_Real_Estate_Other
PX280501040100 Do you (or your family living there) have more
any real estate other than your main home, such as a second home, land (not including farmland), rental real estate, or money owed to you on a land contract? show less
N/A
PX280501_Wealth_Real_Estate_Second_Home
PX280501040200 Does that include a second home? N/A
PX280501_Wealth_Real_Estate_Value
PX280501040301 How much is the real estate worth, that is, more
how much would it sell for? show less
N/A
PX280501_Wealth_Real_Estate_Value_175
PX280501040304 $175,000 or more? N/A
PX280501_Wealth_Real_Estate_Value_20
PX280501040305 $20,000 or more? N/A
PX280501_Wealth_Real_Estate_Value_50
PX280501040303 Would it amount to $50,000 or more? N/A
PX280501_Wealth_Real_Estate_Value_Enumerated
PX280501040302 How much is the real estate worth, that is, more
how much would it sell for? Don't know/Refused show less
N/A
PX280501_Wealth_Stocks
PX280501070100 Do you (or anyone in your family living more
there) have shares of stock in publicly held corporations, stock mutual funds, or investment trusts, not including stocks in retirement accounts? show less
N/A
PX280501_Wealth_Stocks_Dividends
PX280501070301 How much in dividends did you receive? N/A
PX280501_Wealth_Stocks_Dividends_Enumerated
PX280501070302 How much in dividends did you receive? Don't more
know/Refused show less
N/A
PX280501_Wealth_Stocks_Dividends_Months
PX280501070305 During which months did you get this income? N/A
PX280501_Wealth_Stocks_Dividends_Value
PX280501070303 The amount entered is per: N/A
PX280501_Wealth_Stocks_Dividends_Value_Other
PX280501070304 The amount entered is per: Other, specify: N/A
PX280501_Wealth_Stocks_Value
PX280501070201 If you sold all that and paid off anything more
you owed on it, how much would you have? show less
N/A
PX280501_Wealth_Stocks_Value_15
PX280501070205 $15,000 or more? N/A
PX280501_Wealth_Stocks_Value_150
PX280501070204 $150,000 or more? N/A
PX280501_Wealth_Stocks_Value_50
PX280501070203 Would it amount to $50,000 or more? N/A
PX280501_Wealth_Stocks_Value_Enumerated
PX280501070202 If you sold all that and paid off anything more
you owed on it, how much would you have? Don't know/Refused show less
N/A
PX280501_Wealth_Student_Loans
PX280501130201 If you added up all student loans [for all more
of your family living there], about how much would they amount to right now? show less
N/A
PX280501_Wealth_Student_Loans_Enumerated
PX280501130202 If you added up all student loans [for all more
of your family living there], about how much would they amount to right now? Don't know/Refused show less
N/A
PX280501_Wealth_Student_Loans_Medical_Legal_Bills
PX280501130101 Do you (or anyone in your family living more
there) currently have any other debts such as student loans, medical or legal bills, or loans from relatives? (INCLUDE unpaid balance(s), or student loans that are outstanding.) show less
N/A
PX280501_Wealth_Student_Loans_Medical_Legal_Bills_Enumerated
PX280501130102 Do you (or anyone in your family living more
there) currently have any other debts such as student loans, medical or legal bills, or loans from relatives? (INCLUDE unpaid balance(s), or student loans that are outstanding.) Other, specify: show less
N/A
PX280501_Wealth_Student_Loans_Value_10
PX280501130206 Would it amount to $10,000 or more? N/A
PX280501_Wealth_Student_Loans_Value_25
PX280501130203 Would it amount to $25,000 or more? N/A
PX280501_Wealth_Student_Loans_Value_50
PX280501130204 Would it amount to $50,000 or more? N/A
PX280501_Wealth_Student_Loans_Value_75
PX280501130205 Would it amount to $75,000 or more? N/A
Social Determinants of Health
Measure Name

Wealth

Release Date

May 11, 2020

Definition

The Household Wealth measure provides an assessment of a family’s accumulated financial assets (monetary value of all possessions, minus debt).

Purpose

This protocol assesses a family’s assets, including real estate, vehicles, business ownership, stocks, bonds, and savings and checking accounts. It also asks about debt. Wealth is the net amount held in accounts and assets after subtracting debts. It includes “liquid” forms, such as money in a savings account, and “illiquid” forms, such as net equity through home ownership (Duncan & Petersen, 2001).

Keywords

Eunice Kennedy Shriver National Institute of Child Health and Human Development, NICHD, Health and Retirement Study, Institute for Social Research, National Institute on Aging, NIA, National Science Foundation, NSF, Panel Study of Income Dynamics, PSID, Social Determinants of Health, University of Michigan

Measure Protocols
Protocol ID Protocol Name
280501 Wealth
Publications

There are no publications listed for this protocol.