Assets and Liabilities Topical Module

2001 Panel Waves 3, 6, and 9 Wealth/Net Worth Recodes User Note

-ALINTRO-

These next questions concern assets and liabilities.

PRESS ENTER TO CONTINUE

-AL01A-

As of [Last Day of Reference Period], did anyone outside of this household owe money to you as the result of the sale of a business or property?

Exclude mortgages owed to you which have already been reported.

(1) Yes

(2) No

-AL01B-

How much was owed to you?

If shared, count only your share.

$ _____

-AL02A-

I recorded earlier that you owned Series E or EE U.S. Savings Bonds.

Did you own them as of [Last Day of Reference Period]?

(1) Yes

(2) No

-AL02B-

What was the FACE VALUE of the U.S. Savings Bonds that you owned? If ownership was shared, count only your share.

$ _____

-AL02D-

As of [Last Day of Reference Period], did you own jointly with your spouse any checking accounts which did not earn interest?

(Do not include any jointly owned interest-earning checking accounts reported earlier.)

(1) Yes

(2) No

-AL02E-

What is your best estimate of the amount of money you and your spouse had in those checking accounts as of [Last Day of Reference Period]?

(N) None

$ _____

-AL02F-

As of [Last Day of Reference Period], did you and your spouse together owe any money for -

(1) Yes

(2) No

Store bills or credit card bills?

Loans obtained through a bank or credit union, other than car loans or home equity loans?

Any other debt we have not yet mentioned, including medical bills not covered by insurance, money owed to private individuals, or any other debt not covered and excluding mortgages, home equity loans, and car loans?

-AL03A-

How much was owed as of [Last Day of Reference Period] for -

Store bills or credit card bills?

$ _____

Loans obtained through a bank or credit union, other than car loans or home equity loans?

$ _____

Any other debt we have not yet mentioned including medical bills not covered by insurance, money owed to private individuals, and any other debt not covered and excluding mortgages, home equity loans, and car loans?

$ _____

-AL04A-

Beside any checking accounts owned jointly with your spouse, as of [Last Day of Reference Period], did you own any other checking accounts which did NOT earn interest in your OWN name?

(1) Yes

(2) No

-AL04B-

What is your best estimate of the amount of money you had in those checking accounts as of [Last Day of Reference Period]?

(N) None

$ _____

-AL04C-

Did you have any debts, such as credit card bills, loans from a financial institution, or educational loans, in your OWN name?

(1) Yes

(2) No

-AL04D-

As of [Last Day of Reference Period], did you owe any money in your own name for -

(1) Yes

(2) No

Store bills or credit card bills?

Loans obtained through a bank or credit union, other than car loans or home equity loans?

-AL05A-

How much was owed as of [Last Day of Reference Period] for -

Store bills or credit card bills?

$ _____

Loans obtained through a bank or credit union, other than car loans or home equity loans?

$ _____

-AL06A-

I recorded earlier that you owned an IRA or KEOGH account.

As of [Last Day of Reference Period], did you have an Individual Retirement Accounts - any IRAS?

(1) Yes

(2) No

-AL06B-

For how many years have you contributed to your IRA accounts?

(L) Less than 1 Year

-AL06C-

As of [Last Day of Reference Period], what was the total balance or market value (including interest earned) of the IRA accounts in your own name?

(N) None

$ _____

-AL06D-

Was the total -

(1) Less than $ 5,000

(2) $ 5,000 to $25,000

(3) $25,001 to $50,000

(4) More than $50,000?

-AL06E-

As of [Last Day of Reference Period], which kinds of assets did you hold in your IRA accounts?

Was your IRA account invested in (READ CATEGORIES) -

Enter "N" after last category.

(1) Certificates of deposit or other saving certificates

(2) Money market funds

(3) U.S. Government securities

(4) Municipal or corporate bonds

(5) U.S. Savings Bonds

(6) Stocks or mutual fund shares

(7) Other assets

-AL06F-

Please specify the Other Assets.

1) _____

2) _____

-AL06G-

As of [Last Day of Reference Period], did you have a KEOGH account in your OWN name?

(1) Yes

(2) No

-AL06H-

For how many years have you contributed to your KEOGH account?

(L) Less than 1 Year

-AL06I-

As of [Last Day of Reference Period], what was the total balance or market value of assets in your KEOGH account(s)?

(N) None

$ _____

-AL06J-

Was the total -

(1) Less than $ 5,000

(2) $5,000 to $25,000

(3) $25,001 to $50,000

(4) More than $50,000?

-AL06K-

As of [Last Day of Reference Period], which kinds of assets did you hold in your KEOGH account(s)?

Was your KEOGH account invested in (READ CATEGORIES) -

Enter 'N' after last category

(1) Certificates of deposit or other savings certificates

(2) Money market funds

(3) U.S. Government securities

(4) Municipal or corporate bonds

(5) U.S. Savings bonds

(6) Stocks or mutual fund shares

(7) Other assets

-AL06L-

Please specify the other assets held.

1) _____

2) _____

-AL07A-

I recorded earlier that you participated in a 401K or thrift plan.

As of [Last Day of Reference Period], did you have any 401K or thrift plan accounts in your OWN name?

(1) Yes

(2) No

-AL07B-

For how many years have you contributed to your 401K or thrift plans?

(L) Less than 1 Year

-AL07C-

As of [Last Day of Reference Period], what was the total balance or market value (including interest earned) of any 401K or thrift plans held in your own name?

(N) None

$ _____

-AL07D-

Was the total -

(1) Less than $ 5,000

(2) $ 5,000 to $25,000

(3) $25,001 to $50,000

(4) More than $50,000?

-AL07E-

As of [Last Day of Reference Period], which kinds of assets did you hold in your 401K or thrift plans?

Was your 401K/thrift plan invested in (READ CATEGORIES) -

Enter "N" after last category.

(1) Certificates of deposit or other saving certificates

(2) Money market funds

(3) U.S. Government securities

(4) Municipal or corporate bonds

(5) U.S. Savings Bonds

(6) Stocks or mutual fund shares

(7) Other assets

-AL07F-

Please specify the Other Assets.

1) _____

2) _____

-AL07G-

As of [Last Day of Reference Period], did you have any life insurance? Include group policies provided by employers.

(1) Yes

(2) No

-AL07H-

What is the CURRENT FACE VALUE of ALL life insurance policies that you have?

$ _____

-AL07I-

What types of life insurance do you have - is it "term insurance", "whole life", or do you have both of these types?

(1) Term only

(2) Whole life only

(3) Both types

-AL08A-

Are any of your life insurance policies provided through your current employer(s)?

(1) Yes

(2) No

-AL08B-

What is the FACE VALUE of the life insurance policies provided through your employer(s)?

$ _____

End of the Assets and Liabilities Topical Module.

Page Last Modified: May 12, 2006

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