SIPP Home > Survey Content > Topical Modules > Topical Module Chart Listing > 1996 Schedule > 1996 Topical Module Questionnaires > Wave 3 Questionnaires > Stock/Mutual Fund
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I recorded earlier that you owned mutual funds.
Did you own any of these funds jointly with your (wife/husband) as of [last day of reference period]?
(1) Yes
(2) No
I recorded earlier that you owned stocks.
Did you own any of these stocks jointly with your (wife/husband) as of [last day of reference period]?
(1) Yes
(2) No
As of [last day of reference period], what was the market value of the Mutual Funds and Stocks held jointly by you and your spouse?
(Exclude stock in own corporation if the value of that corporation was already obtained.)
(N) None
$______
Was it -
(1) Less than $1,000
(2) $1,000 to $10,000
(3) $10,001 to $25,000
(4) More then $25,000?
If I were to call back later would you be able to provide me with an estimate of the amount? (This information is especially important for the purposes of this survey.)
(1) Yes
(2) No
Was any debt or margin account held against these jointly held mutual funds or stocks as of [last day of reference period]?
(1) Yes
(2) No
As of [last day of reference period], what was the amount of the debt or margin account?
(N) None
$______
I recorded earlier that you owned mutual funds and stocks.
Besides the stocks or mutual fund shares held jointly with your (wife/husband), did you hold any other stocks or mutual fund shares in your own name as of [last day of reference period]?
(1) Yes
(2) No
As of [last day of reference period], what was the market value of the stocks and mutual fund shares owned in your own name?
(Exclude stock in own corporation if value of that corporation was already obtained.)
(N) None
$______
Was it -
(1) Less than $1,000
(2) $1,000 to $10,000
(3) $10,001 to $25,000
(4) More than $25,000
If I were to call back later would you be able to provide me with an estimate of the amount? (This information is especially important for the purposes of this survey.)
(1) Yes
(2) No
Did you have a debt or margin account held against these stocks or mutual funds as of [last day of reference period]?
(1) Yes
(2) No
As of [last day of reference period], what was the amount of the debt or margin account?
(N) None
$______
End of the Stocks and Mutual Funds
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Page Last Modified: May 12, 2006
