OVERVIEW OF THIS DOCUMENT

This memorandum is your interviewing manual for the March 1996 Income Supplement. It provides the information you need to conduct the supplement interview. The manual is divided into three parts:

Part 1: Information about the March Supplement: This part provides general information about interviewer training, interviewing procedures, the supplement's advance letter and fact sheet, the supplement sample, etc.

Part 2: Extra (Non-Supplement) Items in the March Instrument: This part gives a general description of the March instrument (covering both the basic CPS and the supplement interviews) and specific information about extra items in the instrument that are not considered part of the supplement itself.

Part 3: Income Supplement Items: This part gives you specific instructions on how to complete the supplement items.

This document also includes some "Quick Review" exercises at various intervals (one after Part 1, one after Part 2, and several throughout Part 3) which you should complete as you come across them in your reading. The purpose of these exercises is to allow you to pause, reflect about what you read, and summarize what you learned as you answer the exercises, before you move to another section of the Self Study. The answer key to these "Quick Review" exercises appears at the end of this manual.

For the sake of clarity, the item-specific instructions provided throughout this manual will often quote or paraphrase the respective supplement items. However, this will not give you a complete picture of the item in question, since the answer categories may not be included. The Items Booklet is the only place where you will find a complete illustration of each supplement item. To fully understand the item-by-item instructions provided here, please look at the corresponding item in the Items Booklet as you read each item's explanation in this manual.

For each set of items, the manual will tell you where those items appear in the March Items Booklet. You should use the item number to locate the items in the March Items Booklet.

TABLE OF CONTENTS

PAGE

PART 1. INFORMATION ABOUT THE MARCH SUPPLEMENT

A. Interviewer Training 1

B. Supplement Uses and Users 2

C. Data Collection Authority 2

D. March Sample 3

E. March Letters and Brochures 5

F. Verifying Entries 5

G. Followup 5

Part I. Quick Review Exercise 7

PART 2. EXTRA (NON-SUPPLEMENT) ITEMS IN THE

MARCH INSTRUMENT

A. Description of the Instrument 9

B. "Hispanic" Items 9

C. "API" Items 11

D. Social Security Item 12

E. Family Income 13

Part II. Quick Review Exercise 15

PART 3. INCOME SUPPLEMENT ITEMS

A. Content and Flow of the Supplement Interview 18

B. Migration 21

Part 3. Quick Review of Sections A and B 27

C. Work Experience 29

Part 3. Quick Review of Section C 48

D. Earned Income 50

Part 3. Quick Review of Section D 73

E. Unemployment and Worker's Compensation 75

F. Social Security 79

PAGE

PART 3. INCOME SUPPLEMENT ITEMS (cont'd)

G. Supplemental Security Income 85

Part 3. Quick Review of Sections E, F and G 89

H. Public Assistance or Welfare Payments 91

I. Veteran's Payments 96

Part 3. Quick Review of Section H and I 99

J. Survivor Benefits 101

K. Disability Income 104

L. Retirement and Pension 108

Part 3. Quick Review of Sections J, K and L 112

M. Interest 114

N. Dividends 116

O. Property Income 118

P. Education Assistance 122

Part 3. Quick Review of Sections M, N O and P 125

Q. Child Support and Alimony 127

R. Regular Financial Assistance 128

S. Other Money Income 130

Part 3. Quick Review of Sections Q, R and S 135

T. Health Insurance 136

U. Employer's Pension Plan 146

Part 3. Quick Review of Sections T and U 148

V. School Lunches 149

W. Public Housing 150

X. Food Stamps 154

Y. Energy Assistance 155

Part 3. Quick Review of Sections V, W, X and Y 162

Z. "Must" Income Items 164

FACT SHEET ON INCOME SOURCES 167

ANSWER KEY TO QUICK REVIEW EXERCISES 168

ITEM INDEX 176

A. Interviewer Training

Each March, the Current Population Survey includes the Income supplement. Experienced FRs will attend 8 hours of classroom training during the week of either March 4-8 or 11-15. Less experienced FRs will attend twelve hours of classroom training the same weeks. Your regional office will notify you which session you will attend. Bring the following materials to the training:

1) Section 1: Field Representative(FR)/Interviewer Instructions (this document)

2) Section 2: Review Exercise and Practice Interview

3) March Items Booklet

4) CPS Interviewing Manual

5) CPS Job Aid Booklet

6) Laptop Computer (CAPI)

Before the training, make sure you:

1) Read Section 1 in its entirety.

2) Complete Section 2.

3) Familiarize yourself with the March Items Booklet.

Charge all preparation and training activities as follows:

Project Operation Code

Activity Number CAPI CATI

Self Study 0906 28 98

Group Training* 0906 26 96

* Include all training-related costs, such as salary, travel, and per diem.

B. Supplement Uses and Users

The March 1996 instrument asks the usual monthly labor force questions plus a set of questions on work experience and income for the previous year, and questions on migration. These questions make up the March Income Supplement, which provides the most widely used socioeconomic data released by the Census Bureau. For example, some of the data uses include:

To measure changes in income.

To measure changes in the structure of American families.

To trace the migration of Americans from one part of the country to another.

To calculate the percentage of persons or families living in poverty.

Some of the data users include:

Federal, State, and local governments use the data to plan for schools, transportation systems, and public assistance programs.

Students use the data to learn about the characteristics of the Nation.

Businesses plan relocations and expansions.

C. Data Collection Authority

All information provided by individuals participating in the CPS is confidential, as required by Federal law. The information may be seen only by sworn Census employees and may be used for statistical purposes only.

After the information is collected for all individuals, it is compiled and organized into meaningful statistical summaries. These summaries are then published in reports which are available to the public as well as government and private business. No identifying information on any specific household or address (persons' names, house number and street name, etc.) is released to anyone, regardless of whether they are in the public or private sector.

1. Work Experience

The work experience information (Q29a through Q4788) is collected under the authority of Title 29, United States Code, Sections 1 through 9. Response to these items is voluntary; there are no penalties for refusing to answer.

2. Migration and All Other March Supplement Items

The migration information (MIGSAM - NXTCN4) and all other March supplement data (Q48a­Q52c; Q56a­Q94) are collected under the authority of Title l3, United States Code, Section 182. Response to these items is also voluntary, and there are no penalties for refusing to answer.

If the respondent questions the legality or usefulness of the supplement, you should make him/her aware of the information provided in Sections B and C.1 and C.2 above. You will also find some of this information on the instrument's "Help" screen, which is accessed by entering Shift F2:

"Purpose­6"­­Is this survey authorized by law?

D. March Sample

The March sample includes:

• Households in all sample rotations.
• Households that were interviewed in November 1995, and that included at least one Hispanic household member 15 years old or older and/or whose reference person was a household member in November 1995. This only applies to Hispanic households selected from the November sample.
  

We add Hispanic households interviewed in November 1995 to the March 1996 supplement sample to ensure that Hispanics are adequately represented in the supplement.

You will conduct the supplement interview even for Armed Forces members, in those households consisting of civilians and Armed Forces members. The instrument will lead you to classify the following cases as Type B "Other":

Households with all household members in the Armed Forces.

Households with all household members under age 15.

Households that do not have at least one Hispanic 15 years old or older, and/or whose reference person was not a household member in November 1995. This only applies to Hispanic households selected from the November sample.

Select "Other" at the >TYPB< screen. Then at the Type B other specify screen type "No Hispanic members" if there are no Hispanic household members age 15 or over OR type "New Household" if the household reference person was not a household member in November.

The "Hispanic" households may no longer be in sample when you interview them in March. However, you must interview them again to ensure that Hispanics are adequately represented in the Income supplement. You may have to explain this to those Hispanic households that did not get advance notice in November and December. In January and February, the instrument prompted Field Representatives (FR's) and CATI interviewers to remind Hispanic households in outgoing rotations that they may be interviewed again in March.

E. March Letter & Brochures

In February, Field Representatives mailed or handed out an Advance Letter (CPS-580) and a Fact Sheet (CPS-676) to give advance notice about the March supplement to those households that will be interviewed in March. The Regional Office mailed these materials to the Hispanic households that were added to the sample.

Advance Letter (CPS-580): This highlights the types of questions you ask in March and includes a form the respondent can write down some of the information he/she will need to answer the supplement questions.

Fact Sheet (CPS-676): This gives examples of the data you obtain from the March supplement and illustrates the importance of the data as reported by newspapers across the nation.

The Regional Office does not mail these materials to households that will be 1st and 5th month households in March, because such households always receive the CPS-263A and CPS-264, respectively. Give these households the March materials when you visit them, and explain that they didn't get the materials before interview week because we didn't want to confuse them with different letters about the survey.

F. Verifying Entries

If an answer is crucial to the survey, it will be verified. If the yearly amount is below or above acceptable normal limits the computer will ask you if you entered the correct amount. In case a respondent does not know his/her yearly amount for an income source, you ask for the periodicity he/she does know (weekly, bi-weekly, twice monthly, monthly or yearly). We then have the computer calculate the annual salary and a screen appears for you to verify the amount with the respondent. If the respondent cannot verify the yearly amount, you will ask for his/her best estimate.

1. Followup

As usual, the instrument will allow you to schedule callbacks to follow up on missing labor force data. In March, the instrument will also allow you to schedule callbacks to obtain missing supplement data. If the labor force interview was a refusal, do not follow up on the supplement.

Conduct a supplement followup when:

You cannot finish the supplement interview for the entire household.

You have no total amount in the yearly total for certain new income series and old income items. This will happen if you have a "D" (don't know) for any part of the new income series such as periodicity (weekly, bi-weekly, etc.), number of weeks worked and the amount per week. You are only required to convert "D" (don't know) entries for "must" income items. You will know when you have a "D" in a "must" income item, because the instrument will automatically force you to schedule a callback.

The "must" income items and series in the March instrument are:

1) Q48a and Q48b series - wages and earnings from business/farm

2) Q51A1 series - state or federal unemployment compensation

3) Q52 series - worker's compensation

4) Q56e series - social security

5) Q57 series - supplemental security income

6) Q58a series - survivor benefits

6) Q59 series - public assistance or welfare

8) Q62E1 and Q62E2 series - pension or retirement income

You will not be required to follow up other supplement items that have "D" as an entry. Usually you follow up these "must" income amounts because the respondent him/herself said he/she didn't know, or because you received a rough estimate which you can convert to a more accurate amount before the followup deadline.

For specific instructions on how to do followup on the "must" income items, see Section Z at the end of this document.

Instructions: For each of the questions below, give the best answer.

1. Give two of the uses of the March supplement data:

Answer

a.

b.

2. In the March instrument, you can access a "Help" screen that explains the legal authority you have to collect the supplement data; how do you access this screen?

Answer

3. Circle the answer that correctly completes the following statement: "You will conduct the supplement interview for Armed Forces members in ."

Also, in the space provided, give the page where you found the answer.

a. Households consisting completely of Armed Forces members.

b. Households consisting of civilians and Armed Forces members.

4. We add Hispanic households interviewed in November 1995 to the March 1996 sample. For this reason, some of the Hispanic households you interview will have completed their 4th or 8th month in sample and may ask why you need to interview them again. What would you say?

Answer

5. When do you conduct a supplement followup?

Answer

a.

b.

Part 2. EXTRA (NON-SUPPLEMENT) ITEMS IN THE MARCH INSTRUMENT

A. Description of the Instrument

The March CPS instrument consists of three parts:

1) The basic CPS items (including Demographics and Labor Force).

2) Extra items that aren't part of the Income Supplement, but that are included in the March instrument to:

Screen ineligible households out of the Hispanic sample. (For purposes of this manual, we will call these items the "Hispanic" items.)

Obtain the specific racial group for all race entries equal to "Asian or Pacific Islander" (Race category 4). (For purposes of this manual, we will call these items the "API" items.)

Collect data that are asked only in certain months or months-in-sample (e.g., Social Security number and Family Income item).

3) The Income Supplement items. Part 3 of this document provides an item-by-item description of the Income Supplement.

B. "Hispanic" Items

As indicated earlier, the reason for asking the Hispanic items is to ensure that Hispanics are adequately represented in the Income supplement.

The screen names for the "Hispanic" items are the following:

HH32b and SNAD1 2

HH32d and SNAD2 2

In March, the instrument will treat Hispanic sample cases as if they are 5th-month cases. However, you are allowed to interview Hispanic cases over the phone.

Not all Hispanic cases are eligible for interview. The instrument will allow you to interview only those cases that are eligible, namely:

Those that have a Hispanic household member age 15 or older, and whose reference person in March (the unit's owner or renter) was a household member in November 1995.

If the instrument determines that a case is not eligible, it will take you to the Type B screen so you can classify the case as a Type B "Other" (outcome code 233), and then to the "specify" screen where you should type in one of these three reasons:

1) "No Hispanic members age 15 or older."

2) "Reference person wasn't a household member in November."

3) "Vacant unit."

NOTE: You will not have to ask the Housing Vacancy Survey (HVS) questions for Hispanic households.

C. "API" Items

The reason for asking the "API" items is to collect data on the size and socioeconomic characteristics of the various Asian and Pacific Islander groups. These data help policy-makers identify which are the neediest API groups and develop programs specifically tailored to their needs.

The screen names for the "API" items (shown in the Items Booklet) are the following:

API-intro 2

API34 3

API-help 3

The instrument will display these items if the case you are interviewing has at least one RACE entry equal to "Asian or Pacific Islander" (Race category 4). At the API-34 screen, enter the precode which best represents the group with which the person identifies. If a person cannot specify a single group, mark his/her mother's group. If a single response cannot be provided for the mother's group, then enter whatever group the person reports first.

Examples: 1) If the person says he/she is "North Korean," enter <5> for "Korean."

2) If the person is not sure of his/her racial group because his/her father is Hawaiian and his/her mother is Japanese, enter <3> for "Japanese."

3) If the person is not sure of his/her racial group because:

he/she does not know his/her father's origin

and also is not sure whether his/her mother is Filipino or Chinese,

enter <2> for Filipino.

Only 8 of the API-34 answer categories are specific API groups. The other 2 are "Other" categories:

<8> Other Asian, and

<10> Other Pacific Islander

If you can't find the respondent's answer in one of the 8 specific groups, you will have to report their answer as either <8> or <10>. Before you do so, look for the respondent's answer in the "Help" screen (by entering "A"), to ensure that you are classifying them under the right group (Other Asian or Other Pacific Islander). The "Help" screen (API-help) is illustrated on page 3 of the March Items Booklet.

D. Social Security Item

The reason for collecting Social Security numbers is to compare the information you collect with that of other agencies in order to

evaluate the accuracy, consistency, and comparability of various statistics produced from the CPS. You may want to explain to the respondent that the Census Bureau can obtain personal information from other agencies, but we cannot release personal information to other agencies because, unlike other government agencies, the Bureau protects each person's confidentiality.

The screen name for the Social Security item is:

SSN-scrn 3

Most Social Security numbers are collected 4 months out of the year: December, January, February, and March. You also collected most Hispanic household Social Security numbers in November 1995. In March, you will collect Social Security numbers for all civilian household members age 15 or older in:

1st-month and replacement households

households in which you are still missing some Social Security numbers

You do not have to remember these criteria, since the instrument is programmed to display the Social Security item whenever these criteria are met. But you should be aware that you may have to ask the Social Security item, in case you need to explain why you are collecting it.

Some households for which you are missing Social Security numbers may hand you a form CPS-504 (Report of Social Security Number) with the missing information filled in. Field Representatives are instructed to leave this form in the months of December, January, and February, with the respondents who are willing to report any missing Social Security numbers on the form and hand in the form to the FR when he/she visits the next month. If you get any form CPS-504 in March, enter the Social Security numbers in the instrument for each appropriate person at the time of the interview.

Suggestion: According to experienced CPS FR's, the best way to collect Social Security numbers from reluctant respondents is by asking the question matter-of-factly, without changing the pace or tone of voice in which you ask the other questions.

E. Family Income

The reasons for asking the Family Income item are:

1) to identify those households for which certain supplement items must be displayed (only in March),

2) to meet the data requirements for the basic CPS (all other months).

Because of the first of these two reasons, the Family Income item is displayed before the supplement in March, whereas in other months it is often displayed after the supplement (if there is one).

The screen name for the Family Income item (shown in the Items Booklet) is:

FAMIN-scrn 4

The criteria for displaying the Family Income item are similar to the criteria for displaying the Social Security item:

1st-month, 5th-month and replacement households

households in which you are still missing the Family Income data

The main differences between the Social Security item and the Family Income item are the Family Income item:

• is displayed for households that meet the above criteria regardless of what month it is, and
  
• is displayed once for the entire household, whereas the Social Security item is displayed once for each eligible household member.
  

Report only the total income for the reference person and his/her relatives living in the housing unit. DO NOT report income of non-relatives of the reference person, even if they are household members. As indicated in your CPS Interviewing Manual, you should report as family income "the total money income of the reference person plus that of all his/her relatives age 15 and over, who are currently household members."

Instructions: For each of the questions below, give the best answer.

1. The March CPS instrument consists of which three parts?

Answer

a.

b.

c.

2. In March, even though you are allowed to interview them by phone, the instrument will treat Hispanic sample cases as if they are in what month in sample?

Answer

3. What two reasons would you specify in the Type B "Other" screen for making a Hispanic case a Type B?

Answer

a.

b.

4. When will the instrument display the API items?

Answer

5. From the API-34 screen, you can access a "Help" screen to ensure that you are classifying the person correctly under "Other Asian" or "Other Pacific Islander." How do you access this "Help" screen?

Answer

6. According to experienced CPS FR's, what is the best way to collect Social Security numbers from reluctant respondents?

Answer

7. What would you report as the family income on the FAMIN-scrn?

Answer

Part 3. INCOME SUPPLEMENT ITEMS

A. CONTENT AND FLOW OF THE SUPPLEMENT INTERVIEW

The Income Supplement portion of the instrument asks questions that collect the following type of data:

1) Work Experience

2) Earned Income

3) Unemployment and Worker's Compensation

4) Social Security Income

5) Supplemental Security Income

6) Public Assistance

7) Veteran's Payments

8) Survivor Benefits

9) Disability Income

10) Retirement and Pension

11) Interest

12) Dividends

13) Property Income

14) Education Assistance

15) Child Support and Alimony

16) Regular Financial Assistance

17) Other Money Income

18) Health Insurance Coverage

19) Employer's Pension Plan

20) School Lunches

21) Public & Subsidized Housing

22) Food Stamps

23) Energy Assistance

24) Migration

The general flow of the supplement interview is as follows:

1) First, you will ask the Work Experience, Earned Income, and Unemployment and Worker's Compensation questions (items 1 through 3 in the list above) for all household members, including armed forces members, on a person-by-person basis.

For example, if there are three household members, you will ask the Work Experience, Earned Income, and Unemployment and Worker's Compensation questions for the first household member, then the same set of questions for the second household member, and then again for the third household member.

2) After asking the above questions for all household members, you will ask all other supplement questions, Social Security, Public Assistance, Survivor Benefits, etc. (items 5 through 17 in the list above) on a household basis. For each set of questions, you will ask if anyone in the household received that type of income:

If the answer is yes, you will ask more questions about that same type of income.

If the answer is no, the instrument will skip to the next type of income and ask if anyone in the household received that type of income.

For example, when you get to the Social Security questions, the first question you will ask is Q56a: "During 1995, did (anyone in this household/you) receive any Social Security payments from the U.S. Government?":

If the answer is yes, you will ask more questions about Social Security income (who received it, how much, etc.).

If the answer is no, the instrument will skip to the next set of questions (in this case, the set of questions on Social Security for children) and ask if anyone in the household received that type of income (Q56f).

In general, the instrument will follow this pattern as it displays the questions for the remainder of the supplement interview.

The screen name that marks the beginning of the supplement interview is:

Pr-incom 4

This item introduces the supplement to the respondent. If, when you read this item, the respondent seems reluctant to complete the supplement, try to persuade him/her by explaining the uses of the supplement. If you enter precode <I> from this item, you can access a screen that will help you explain to the respondent the importance of completing the supplement. If, after you try to persuade him/her, the respondent still refuses, enter <R> and you will skip the supplement portion of the interview.

B. MIGRATION ITEMS

The migration items will be the last set of questions asked. Although the migration items are last, you will cover them here so the rest of this manual can focus on work experience and income concepts, procedures, and instructions.

The reason for asking the Migration items is to determine the mobility of the Nation's population. Migration data are used to monitor migration patterns and to predict how population shifts between different areas (cities, suburbs, non-metropolitan areas, etc.) will affect the general socio-economic conditions in such areas. This year you will ask about where everyone in the household lived 1 year ago.

The screen names for the Migration items (shown in the Items Booklet) are:

MIGSAM through NXTCN4 89-94

Whom do you ask: The 1-year migration items are asked for the reference person and all household member over the age of 1, including Armed Forces members, who did not live with the reference person one year ago.

Reference date: The 1-year migration items refer to residence on March 1, 1995. It is very important that you emphasize the reference date for the Migration items, since they follow income questions whose reference period is the entire year (including January and February) of 1995.

For the specific wording of the items see the March 1996 Items Booklet.

>MIGSAM< Reference person's one year migration

The purpose of this question is to let the respondent know you are asking about the reference person and to establish the correct time frame in order to answer the questions.

Enter <1> "Yes, this house (apt)" if:

• the reference person was living in the same house or apartment 1 year ago, on March 1, 1995, that he/she is living in now.
  
• the reference person was living in the same site in the same lot or trailer camp as of March l, 1995, even though the mailing address may be somewhat different or he/she may be living in a different trailer. In other words, if the physical location of his/her trailer is the same as on March l, 1995, enter "Yes" even if he/she has bought a new trailer.
  

Enter <2> "No, different house in U. S." if:

• the reference person was not living in the same residence on March 1, 1995 that he/she now occupies and if that person's previous residence was in the U.S.
• the reference person lived in a different apartment unit on March 1, 1995, even if he/she still lives in the same apartment building.
  
• the reference person lives in the same trailer in a different parking space in the same trailer camp or at a different parking lot or trailer camp.
  

Enter <3> "No, outside the United States," if the reference person was not living in Washington D.C. or one of the 50 states. The instrument will proceed to MIGCN1.

If the reference person had no place of residence on March l, 1995, the questions refer to the place where he/she was staying on that date.

>MIGLIV< Reference person's residence

You ask this item if you enter <2> "No, different house in U.S." in MIGSAM.

>MIGPLC< Reference person's city/town/post office

If the reference person lived in the United States (or was on a ship docked at a port in the United States), enter the name of the city, town, in which he/she lived or their serving post office, (or in which the port is located). The name of the city in which the reference person currently resides is displayed on the screen. Enter <S> if the response is the same as the one displayed.

If the reference person did not live within the limits of a city, town, or serving post office, enter the name of the nearest city, town, or post office, and "no" in MIGCLM without asking.

If the reference person lived on a military installation inside the U.S., enter the name of the city, town, or post office in which the military installation is located. If the installation is not in a "place", or if the place is not known, enter the name of the installation and enter "Yes" in MIGCLM without asking.

If the reference person lived in the District of Columbia, enter "Washington." If the reference person lived in any other independent city, enter the name of the city.

>MIGSTA< Reference Person's State

Enter the accepted abbreviation of the State in which the reference person was living on March 1, 1995. You may also make the following entries at this screen:

<W> For persons living on a ship at sea

<S> For persons living now in the same State that they lived last year. (The name of the State in which the person currently resides is displayed on the screen.)

<H> For a list of accepted State abbreviations.

If the reference person was living on a military installation on March 1, 1995, and the military installation is inside the United States, enter the State in which the installation is located. If the State is unknown, enter the name of the installation.

For purposes of this supplement, Fleet Post Office (FPO) or Army Post Office (APO) addresses are not acceptable.

If the reference person was at sea on March 1, 1995 and had no usual place of residence elsewhere, enter precode <W> for "living on a ship at sea."

If the reference person was on a ship docked in a port on March 1, 1995, enter the name of the State in which the port is located.

>MIGZIP< Reference Person's ZIP Code

Enter the zip code in this item.

>MIGCLM< Reference Person within city, town or village limits

Enter "No" if the reference person did not live within the limits of a city, town, village entered in MIGPLC.

Enter "D" (Don't know) if the respondent is not sure if the reference person actually lived within the limits of a city, town or village.

NOTE: You will not ask this question if the reference person lived in New England on March 1, 1995. By our definition, everyone in these States lives inside the boundaries of a city or town. The six New England States are Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont.

Suggestion: According to experienced CPS FR's, if the respondent is not sure if the reference person lived inside city limits, you could probe by asking if the reference person had to pay city taxes. If the answer is yes (the reference person paid city taxes), then enter <1> for "Yes" in MIGCLM.

>MIGCOU< Reference Person's county or parish

For reference persons who lived in the United States (or who were on a ship docked at a port in the United States) on March 1, 1990, enter the name of the county in which the reference person lived (or in which the port is located). If the name is not known, enter "D" for "Don't know."

NOTE: For this item, you cannot enter <S> for "same as current." We do not have any current county information, so it would be meaningless to enter "same."

Also, for reference persons who lived in Alaska, or Louisiana, enter the name of the borough or parish, respectively. If the reference person lived in New York City and the name of the county is not known, enter the name of the borough.

Enter "IND CITY" if the reference person lived in an independent city (such as Washington, D.C.; St. Louis, Missouri; Carson City, Nevada; Alexandria, Virginia; Fairfax City, Virginia; Baltimore City, Maryland; etc.)

>MIGCN1-MIGCN4< Reference Person's Country

Enter the code for the foreign country or U.S. possession in which the reference person was living on March 1, 1995. If the reference person was living on a military installation on March 1, 1995, and the military installation is in a foreign country or U.S. possession, enter the code for the U.S. possession or foreign country.

For purposes of this supplement, FPO or APO addresses are not acceptable.

If the reference person was on a ship docked in a port on March 1, 1995, enter the code for the possession or foreign country in which the port is located.

If you cannot find the country that the respondent told you on this list of countries, enter <M> for More countries and the instrument will go to >MIGCN2<, another list of countries. At the >MIGCN2< you can enter <M> again and another list of countries appears. At the >MIGCN3< screen you can enter <M> one last time to go to the last countries screen >MIGCN4<. On the last screen, read the probe to the respondent. If you still cannot find the country on any of the country screens enter <555> for elsewhere.

>MIGALL< All household members lived with reference person

You will ask if all of the people in the household lived with the reference person 1 year ago. If you receive a NO you will continue with MIGM to determine which members did NOT live with the reference person 1 year ago.

>MIGM< Which household members did not.

This question determines which household members were not living with the reference person 1 year ago. You will ask questions NXTSAM through NXTCN4 for each person that did not live with the reference person one years ago. These questions are the same as those asked of the reference person (See MIGSAM-MIGCN4), therefore, use the same procedures for these questions.

Instructions: For each of the questions below, give the best answer.

1. What is the general flow of the supplement interview?

Answer

a.

b.

2. At the beginning of the supplement interview (the pr-incom screen), you can access a "Help" screen that explains the importance of completing the supplement. How do you access this "Help" screen?

Answer

3. What is the reference date for the Migration items and how is it different from the reference period for the Income items?

Answer

4. To report the State in which the person was living on March 1, 1995, you must enter the appropriate State abbreviation in MIGSTA or NXTSTA. From these two screens you can access a "Help" screen that gives you a list of State abbreviations. How do you access this "Help" screen?

Answer

5. What would you enter in MIGSTA if on March 1, 1995 the person lived:

In a military installation in the U.S.?

Answer

6. What is a good probe to determine if the person lived inside the city limits?

Answer

C. WORK EXPERIENCE

The reason for asking the Work Experience items is to provide statistics that show movements in and out of the labor force over a 1-year period. Such statistics allow us to make indirect measurements of discouraged workers and others whose labor force participation is rather casual.

The screen names for the Work Experience items (shown in the Items Booklet) are:

Q29a through Q4788 4-10

Whom do you ask: The Work Experience items are asked for all household members 15 years of age and over, including Armed Forces members. In this section, include persons with military jobs, regardless of whether the military job was the person's only job in 1995 or the person's "longest job."

Reference period: The Work Experience items refer to civilian or military jobs held during calendar year 1995, that is from January to December 1995.

For the specific wording of the items see the March 1996 Items Booklet.

>Q29a< Job or business during 1995

Other than the inclusion of paid leave, for the purposes of the Work Experience items, "work" is defined as it is for the regular CPS questions. Enter "Yes" if, for any length of time in 1995, the person worked at any military or civilian job.

Suggestion: According to experienced CPS FR's, probably 25 percent of the respondents think you are asking about a job other than their regular job when you ask them this question (since they already talked to you about their regular job in the basic labor force interview). If you suspect the respondent misinterprets the question in this fashion, the FR's recommend that you probe by asking: "Did (name/you) work at ANY TIME during 1995?"

>Q29b< Any type of work during 1995

This question is intended to jog the respondent's memory for any short­term jobs held during 1995. Make sure you report the work people do in small businesses they operate from their home or work they do on a farm for money.

>Q30< Looking for a job or on layoff during 1995

The definitions for "looking for work" and "on layoff" are the same as those used for basic CPS. Enter <1> for "Yes," and <2> for "No," as appropriate.

>Q31< Different weeks worked or on layoff

Enter the number of weeks looking for work or on layoff.

>Q32< Main reason did not work

How to ask: Ask this item without reading the answer categories. However, if you find it necessary to probe for an answer, read the entire list of answer categories provided.

For example, ask "What was the main reason you did not work in 1995? If necessary read, "Were you­­ill or disabled and unable to work, retired, taking care of home or family, going to school, could not find work, or doing something else?" When you get an answer, confirm that the activity represents the main reason the person did not work in 1995, and enter the appropriate precode.

Most of the answer categories are self­explanatory, as you can see in the following table:

MARK	IF
"Ill or disabled and unable to work"	a "disabled" or "unable to work" condition accounted for more time during the year than any other reason (In most cases, this would be for more than 6 months. It is similar to the "unable" concept in basic CPS. Include in this category, if unable to work, mentally handicapped persons and those recovering from an accident.)
"Retired"	a person retired because of ill health or any other reason
"Taking care of home or family"	a person answers "expecting a baby," "new baby," "don't want to work," "spouse doesn't want me to work," or "keeping house"
"Could not find work"	a person answers that he/she could not find work in general, or could not find work in a specific area
"Doing something else"	there is a very extraordinary case (Keep this answer to a minimum. Probe when it appears that you should have checked one of the previously listed categories.)

>Q33< Weeks worked during 1995

The definition for "number of weeks" is the number of different weeks in which the person worked at all, even if only for a few days or a few hours in some of those weeks. For example, if a student worked 40 hours a week throughout his/her summer vacation, and worked only on Saturdays throughout the school year, the correct entry would be 52 weeks. Make sure you report weeks worked in both military and civilian jobs.

Include any time off with pay, such as paid vacation and paid sick leave. If the person reports that the only wages or salary he/she received in 1995 was for paid sick leave, include the number of weeks for which he/she was paid. In this case, you will need to reword the other work experience questions as appropriate when you ask them, and enter the time paid as if you were reporting time worked in 1995.

For school personnel such as teachers, administrators, janitors, etc., accept the weeks worked as reported by the respondent, including the time on paid holiday or vacation. Also, if the person returned to the job after a summer vacation, consider the weeks during the summer vacation as weeks worked.

Exclude any time off without pay for persons who (while employed) had unpaid vacations, unpaid sick leave, periods of layoff or strike, periods receiving disability insurance when not actually working, etc.

For unpaid family workers (persons who did unpaid work during the year on a family­operated farm or business), report only the weeks in which the person actually worked. Include weeks he/she was away from his/her unpaid job only if he/she was working at some other job during that time.

For self-employed persons, include both the weeks that the person actually worked and any weeks in which he/she was away for such reasons as a short vacation or illness, provided that he/she kept his/her business (or farm) operating during his/her absence.

Do not count as work any of the time a self-employed person was away if he/she was away for a period of 30 consecutive days or more and did no other work during that time. This is true even if the person kept his/her business open during the absence.

Count as work each week that a self­employed person contacted his/her business to discuss its operation while he/she was away on a long vacation or illness.

Get the best possible estimate if you have difficulty getting an exact number of weeks worked. Enter <M> if the respondent can only answer in months. This will take you to another screen (Q33-mon) where you will enter the number of months worked in 1995. The computer will then take that entry and convert it into weeks, which you will verify afterwards with the respondent.

>Q33-ver< Verify number of weeks worked

In this item you will verify the number of weeks the person worked, based on answers to previous entries. If the answer is wrong enter NO and go back to Q33 and obtain the correct information.

>Q35< Lose weeks because of layoff or lost a job

You will only ask this question of people who worked 50­51 weeks during the previous year. We ask this question to find out how many people worked almost a full year and lost a small amount of time­­a week or two­­because of short layoffs or unemployment.

Enter "Yes" if:

• the person lost at least one full week of work because he/she was on layoff from a job,
  
• the person lost a job and did not start another one until at least a full week later.
  

Enter "No" if:

• the person did not lose at least one complete work week because he/she was on layoff from a job or lost a job.
  
• the person lost time from the job due to a strike, illness, vacation, etc. (even if the person lost his/her pay).
  

Do not change the number of weeks reported (in Q33) if:

• You find that the number of weeks reported (in Q33) was incorrect (i.e., the person actually lost more than two weeks because of layoff or unemployment). Instead, enter <M> for "mistake" and specify the amount of time lost in the F7 notes (for example, "Lost 4 weeks"). We do not want you to change the number of weeks reported, because we want to compare that information with information obtained in previous years.
  
• You find that a person worked during the time he/she was on layoff from a job, and that you did not include those weeks (in Q33). Instead, enter <M> for "mistake" and specify the number of additional weeks worked in the F7 notes screen, for example, "Worked 2 additional weeks."
  
  

>Q36< Weeks looking for work or on layoff

This item will tell us how much work time the person lost due to unemployment or layoff. Layoff includes both temporary and indefinite layoffs.

Read the introductory statement to the respondent exactly as worded; the instrument will display the number of weeks worked during the year (as reported in Q33) and will calculate and display 52 minus the entry in Q33.

Enter <X> for "None" if the person was not looking for work or on layoff during any of the remaining weeks.

>Q37< Looking for work in one stretch

Enter <1> for "Yes­­one stretch":

• if all of the time spent looking was not interrupted by the person getting a job or leaving the labor market to go to school, to keep house, etc.
  
  

Enter <2> or <3>, as appropriate, for "No" (more than one stretch):

• if the time spent looking was interrupted by a period of 2 weeks or more, during which the person got a job or ceased looking for work.
  
  

>Q38< Reason not working or looking for work

The instrument will add the number of weeks worked (Q33) plus the number of weeks looking for work (Q36). If the total is less than 52, you will ask this item. If the total is equal to 52, you will skip to Q39 below.

We ask this question to determine if the person did not participate in the labor force (that is, was not working or looking for work) because he/she chose not to, or because he/she was affected by problems in the job market.

When you ask this question, read the answer categories only if you need to probe.

When you get an answer:

• confirm that the answer represents the main reason the person was not working or looking for work during the remaining weeks of the year, and
  
• enter the appropriate precode.
  

If you cannot classify the response under one of the given answer categories, enter <6> for "Other" and specify the response as briefly as possible.

>Q39< Total number of employers in 1995

You ask this question to determine the number of different employers a person had during 1995.

When you ask this item, read the entire item. In other words, read the question and the statement that follows it: "If more than one at the same time, only count it as one employer."

For purposes of this question only, employers are defined as follows:

• For wage and salary workers, the employer would be the person, company, corporation, agency, etc. who paid them; that is, the person, company, etc. whose payroll the worker was on. Count a different employer for each change of payroll. However, do not count a different employer for each change of occupation under the same payroll.
  

For self­employed workers:

• Enter <1> for persons who were self­employed the whole year even though they may have changed their type of business.
  
• Enter <2> if a self­employed person closed his/her business and took a job with someone else, or if a wage and salary worker became self­employed.
  

For domestic service and odd­job workers, report the number of employers as specified in the following table:

If	Then Enter
a person was self-employed the entire year, even though they may have changed their type of business,	<1>
a self-employed person closed his/her business and took a job with someone else,	<2> or <3>, depending upon the number of employers. (treat him/her as having worked for more than one employer)
or if a wage and salary worker became self-employed,
a person was employed as a domestic or was an odd-job worker (gardeners, baby-sitters, housekeepers, etc.)	<1>
a domestic or odd-job worker moved between this type of job and something entirely different,	<2> or <3> depending upon the number of jobs employed at during the year.

Persons employed as domestics or odd­job workers (gardeners, baby-sitters, housekeepers, etc.) may regularly work for a number of people throughout the year. For these people, consider their type of work as their employer. Therefore, report:

• one employer for a person who did housework for five different families all of 1995, even if each of the five families paid him/her for doing different tasks.
  
• two employers for a person who switched from doing housework the first part of the year to painting houses the second part of the year.
  

Do not count simultaneous jobs (more than one job held at the same time) as more than one employer. Report only one employer in each of the following cases:

• a person who worked as a janitor for 6 months at a school and who also worked as a security guard at night in an office building during those same 6 months (example of simultaneous jobs).
  
• an FR who, during 1995, did CPS interviewing for 3 months, did not work at all for 6 months, and then did CPS interviewing again for another 3 months (example of only one job).
  
• a person who worked part­time as a receptionist in a medical office and part­time as an FR during the entire year (example of simultaneous jobs).
  

>Q41< Hours worked

Most respondents will be able to answer this question without difficulty. However, some respondents will find it difficult to report hours "usually" worked per week because of seasonal variations, or because they worked irregular hours or changed jobs. For such persons, define hours "usually" worked in 1995 as hours worked more than half the time in 1995. If the respondent needs a more specific guideline, have him/her consider the person's work schedule during the last 4­5 months worked in 1995 and determine how much time the person usually worked during that period.

For example, if a person:

• worked 35 hours per week for 6 months,
  
• worked 40 hours per week for 4 months,
  
• and did not work for the remaining 2 months,
  

the correct answer to 4l would be 35 hours per week, since he/she worked 35 hours per week for more than half the time that he/she worked in 1995.

If the person worked at more than one job during most of the time that he/she worked in 1995, consider his usual hours worked per week as the total hours usually worked at all jobs.

For example, if a person:

• worked at his/her regular 40-hour per week job for 52 weeks during 1995,
  
• and at a part­time job of 15 hours per week for 35 weeks,
  

the entry in Q41 would be 55 hours.

>Q43< Worked less than 35 hours

Read the entire question for each person. It is important to read the entire question so the respondent remembers what he/she needs to exclude for each person.

Enter "Yes" if:

• for at least one week a person worked less than 35 hours and was not paid for a complete full time week. For example, if there was one week in which a person who usually works 40 hours per week worked only 32 hours and took 8 hours off without pay, you would enter <1> for "Yes."
  

Enter "No" in all other cases:

• Using the same example, if there was one week in which a person who usually works 40 hours per week worked only 32 hours and took 8 hours off with pay, you would enter <2> for "No."
  

Consider only those weeks in which the respondent worked l­34 hours. Do not include weeks in which the respondent did not work at all, or was on unpaid sick leave or vacation time.

>Q44< Weeks worked less than 35 hours

Include only those weeks in which the respondent worked l­34 hours. Do not include weeks in which the respondent did not work, or was on unpaid sick leave or vacation time.

"In the weeks that (name/you) worked, how many weeks did (name/you) work less than 35 hours in 1995?"

>Q45< Main reason worked less than 35 hours

When you ask this question, read the answer categories only if you need to probe. When you get an answer, confirm that the answer represents the main reason the person worked less than 35 hours per week.

Reasons for working part­time

If	Then mark
a person worked part-time because no other work was available (other answers could be: "That's all I could find," or "They only wanted part-time people"),	<1> "Could not find a full-time job."
a person wanted to work part-time or could not work full-time because of child care or other family constraints or school scheduling,	<2> "Wanted to work part-time or only able to work part-time
a person was placed on part-time schedules because of slowdowns or partial shutdowns at their place of work or because of a lack of orders, model changeovers, taking inventory, shortages of materials, seasonal or temporary slowdowns, or working part-time because of plant re-tooling or repair,	<3> "Slack work or material shortages."
a person gives a reason that does not fit any other category such as bad weather, labor disputes, and regular full-time work week is less than 35 hours,	<4> "Other." Specify

>Q46< Longest job during 1995

(and Q47a through Q47E1c)

You will ask this item of all household members 15 years old or older who indicated they worked for pay at a civilian or military job during 1995. The instrument will display (in items Q47a­Q47d, respectively) any Industry and Occupation (I and O) information collected in the labor force interview. If the response to Q47a is the same as the response to the I and O items, enter <S> for "Same as I and O items." This also applies to items Q47b­Q47d.

In Q46, enter <N> "Not the same job" if any or all of the information listed is not exactly the same.

When you ask this question, keep in mind that in basic CPS a "job" is the composite or total of the person's entries in the I and O items:

• employer,
• type of industry,
• occupation, duties, and
• class of worker.

The March supplement uses this same "job" definition. However, for purposes of the supplement, you need to know what is the person's longest job.

"Longest job" definition: The longest job is the one at which the person worked the greatest number of weeks during 1995. A person's longest job is not necessarily the longest one he/she has ever had. For example, if a person:

• started working at a job in l981,
• quit in March 1995, and
• immediately took a second job which lasted the rest of the year,
  

then you would report his/her second job as his/her longest job in 1995 (even though he/she worked at the first job for a longer period of time).

If a person had two or more jobs of equal length in 1995, consider his/her most recent job as the longest job. In some cases a person may have held two jobs simultaneously for all of 1995. In such cases:

• if one of the jobs is full time and the other part time, report the full time job as the longest job.
  
• if the person works the same number of hours on both jobs, report the job at which the person has been employed longer as his/her longest job.
  

Wage and Salary Workers

For wage and salary workers, a job consists of the total period of paid employment (including paid vacation and paid sick leave) with a single employer, in the same occupation. Usually, the number of different jobs a person had is equal to the number of different payrolls he/she was on during the year.

Example: If a man was employed as a clerk in the Post Office for 8 weeks last summer and again for 3 weeks before Christmas, then report him as having been employed at one job for 11 weeks.

If, however, a person changed occupations within the same employment, the number of jobs is equal to the number of occupations.

Example: Joan Murphy worked all of last year for XYZ Construction Company, the first 32 weeks as a secretary, and the last 20 weeks as a crane operator. In the basic labor force interview, your I and O entries would report her as a crane operator.

However, in the supplement interview, you would report her as a secretary; that is, you would:

• enter a <N> in Q46 (indicating that she had a "Different job" than the one reported in the basic labor force interview),
  
• enter <J> (to refer to the job reported in the basic labor force interview) in Q47a and Q47b,
  
• without asking the questions, enter in Q47a and Q47b the same employer and type of industry displayed (since she did not change employers at all), and then
  
• make the appropriate entries in Q47c and Q47d to report her as a crane operator.
  

In Q46, you must consider both occupation and employer when determining longest job.

Employees of Government or Large Corporations

In government employment, consider different agencies or bureaus as different employers; different branches of a large corporation that maintain separate employment offices and payrolls are also different employers. Keep in mind, however, the concept of occupation when determining longest job.

Domestic Service and Odd Job Workers

Some persons, such as domestic servants and odd­job workers for private families (e.g., baby sitters, window washers, gardeners, etc.) work regularly for a number of employers. For such workers, report as "longest job" the type of work they did the longest rather than the employer for whom they worked the longest. For example, if a person:

• worked for many employers as a gardener for 30 weeks,
  
• and then got a job as a truck driver with one employer for 22 weeks,
  

then you would report "gardener" as his/her longest job because he/she did "gardening" (type of work done) longer than he/she did "truck driving."

Self­employed workers

For a self­employed person, consider a job as the time spent in a particular type of business, professional practice, or on a farm.

If the person changed from one type of business to another, consider it as a change in "jobs." However, if the person changed the location of his/her business without changing the type of business, do not consider this a change in "jobs."

Unpaid family workers

For an unpaid family worker, consider a "job" as the total period of employment in the family­operated farm or business. If the family changed from one type of business to another, consider it as a change in "jobs". However, if the family changed the location of the business without changing the type of business, do not consider this a change in "jobs."

You will notice that if the respondent indicates in Q46 that the person's longest job in 1995 was the same as the job reported in the labor force interview, you will then ask questions about that person's earnings.

Armed Forces Longest Job in 1995

Since Armed Forces members are eligible for the supplement, military jobs may be reported as "longest job" in Q47a through Q47E1a:

Enter "Armed Forces" in Q47a and c,

enter "NA" in Q47b and Q47d,

enter <1> for "Government" in item Q47E1, and

enter <1> for "Federal" in item Q47E1a.

The instrument will remind you, at the appropriate screens, of the entries you need to make in order to report military jobs.

>Q47E1b< Was the business incorporated

This question appears, if you select "self employed" or "working in the family business" in Q47E1.

>Q47E1c< Are you the owner

This question appears, only when you select "working in the family business" in Q47E1.

>Q4788< Total number of employees

This item refers to the total number of employees at all locations operated by the person's longest employer. Data from this item are used in conjunction with other employer­related items (such as, group health insurance and pension plan coverage) to gain insight into the relationship between the firm size and employer benefits.

Whom do we ask: You ask this question of everyone whose longest job in 1995 was not with the State or Federal government. You do not ask it of State or Federal government employees (including members of the Armed Forces) because we know that the number of employees in either the State or the Federal government is more than 1,000.

Fill the category corresponding to the number of persons employed by the person's 1995 longest job employer. If the respondent's initial response is "Don't know," probe by reading the answer categories.

You should make sure the respondent understands that the number you are looking for should cover all employees at all locations operated by the employer:

Example: If Gene worked for a convenience store that is part of a regional chain, you need the total number of employees for the entire chain, not just the number of his fellow employees at the convenience store.

Likewise, the number should include employees from all operating units of the employer's structure.

Example: If the employer had a sales staff of 25, a payroll staff of 15, and an accounting department of 5, you should report the total number of employees as 45, even if they worked at physically different locations.

Longest Job in 1995 is Local Government

For local government employees, consider the highest level of local government as their employer. For example, you should consider a person employed by the circuit court as a local government employee rather than a circuit court employee; therefore, report the total number of county employees in Q4788.

Refer to your CPS Interviewing Manual for more examples of local government employees.

Instructions: For each of the questions below, give the best answer.

1. In the space below, write the answer that correctly completes the following statement: The "work" definition for this supplement is the same "work" definition used in the labor force interview. The only exception is that, in the supplement, should be reported as work.

Answer

2. When you get an answer to the following questions, what should you confirm with the respondent:

a. In Q32? b) In Q38?

Answer

a.

b.

3. In the space below, write the answer that correctly completes the following statement: In Q33, the number of weeks worked in 1995 is the number of weeks in which the person worked in 1995.

Answer

4. In Q39, how do you determine the total number of employers for persons (like domestics and odd-job workers) who regularly work for several people throughout the year?

Answer

5. In the space below, write the answer that correctly completes the following statements:

a. In Q46, a person's longest job is:

b. In Q46, a person's longest job is not necessarily:

Answer

a.

b.

6. In the space below, write the answer that correctly completes the following statement: In Q4788, you should make sure the respondent understands that the number we are looking for should cover employees at locations operated by the employer.

Answer

D. EARNED INCOME

The reason for asking the Earned Income items and all subsequent income items in the March supplement is to gauge the economic well-being of the Nation as a whole, and of selected population groups of interest. These data allow us to determine what percentage of the population is in poverty and to monitor any changes in that population over time.

The Earned Income items are concerned with receipt of earned income from wage and salary jobs, own businesses, and farms.

The screen names for the Earned Income items (shown in the Items Booklet) are:

Q48a through

Q49B3 10-16

Whom do you ask: The Earned Income items are asked of all household members 15 years of age and over, including Armed Forces members. If the respondent cannot provide complete and accurate income data for the person about whom the question is asked, obtain the data directly from that person if he/she is available. Otherwise, obtain the best information possible from the respondent and follow up whenever necessary.

Reference period: The Earned Income items refer to calendar year 1995, that is from January to December 1995. Because of the length of the reference period and the difficulty of the subject matter itself, some respondents may need a little extra time to recall some income amounts. Try to be patient and assist the respondent in providing the best possible answer.

Income data versus tax returns: Respondents often ask why can't you obtain the income information from tax returns. You cannot do so for several reasons:

1) Not all income is reported in tax returns. Many persons

receive such small amounts of income, that they are not required to file an income tax return. Others receive their income from sources such as Aid for Families with Dependent Children (AFDC) and Supplemental Security Income. These types of income are not taxable and, therefore, not reported on income tax returns.

Collecting income data for persons who do not file tax returns or who receive income from the sources mentioned above is of great importance in measuring the number of persons who live in poverty.

2) Tax returns are not reported on a family basis but on a type of return basis (such as joint return, separate, etc.). For this reason, no information can be compiled for family income, which is the sum of all income received by all family members 15 years old or over.

3) Tax returns do not provide important information on age, race, sex, and occupation. However, such information is regularly collected in the basic CPS.

Reporting income data based on tax forms: Accept answers from an income tax form only if the respondent offers them. Never ask a respondent to use an income tax form. If you report income data based on a person's tax form:

1) Make sure the amounts you enter are for that individual only. Many income tax returns show the combined income of husband and wife. However, for the supplement, you should report income on an individual basis. Also, tell the respondent that many types of income are not taxable, and ask all applicable questions to determine whether the person received any additional money income last year.

2) Make sure you obtain the income data from the right location on the tax form. The following page contains a chart with the income items and their corresponding item location on the 1995 income tax forms (schedules 1040, 1040A, and schedules C, E, and F). Refer to this chart whenever necessary.

Income Tax Reference for Selected Income Sources

Income Type	CPS Item or Series	Income Tax Forms
		Schedule	Part	Line No.
Wages or Salary Own Business Partnership Own Farm Interest Dividends Rents Estates and Trusts Royalties Pensions Alimony Social Security Unemployment Compensation	48A (49B) 48B (49B) 48B (49B) 48B (49B) 66C 67C 68C 61C (08) or 68C 68C 61C, 64C or 65C 71C 56C 52B	1040 1040A 1040EZ C E F 1040 1040A 1040EZ 1040 1040A E E E 1040 1040A 1040 1040 1040A 1040 1040A	II II I III I	7 7 1 31 31 36 8a and 8b 8a and 8b 2 9 9 26 36 26 15a & 16a 10a & 11a 11 20a 13a 19 12

NOTE: Wages and salaries also appear on Form W-02 (Withholding Tax Statement) under "Total Wages Paid in 1995."

Annual totals: Be sure the dollar entries in the income items represent the total amount received during calendar year 1995 for the particular source of income.

For the earnings series only, if the respondent can give you only a weekly, every other week, twice a month or monthly amount, first enter the dollar amount and then enter the appropriate precode for the time period. Then you will find out the number of (weekly/every other week/twice a month/monthly) pay periods during which the respondent received earnings in 1995. The computer will calculate the total amount if you enter sub-annual income amounts (weekly, monthly, etc.). If the annual total appears out of range the instrument will display the amount and ask you if this is a correct entry. After the computer calculates the annual amount, you will verify this calculated annual amount with the respondent.

Estimates: In some cases, the respondent may not be able to give you an exact or complete answer to a given question. If the exact or complete answer is not known or is unavailable ask the respondent to make an estimate. Estimates not only include estimations of dollar amounts, but include estimation of the Yes/No entries as well, such as income screener items.

Nonresponse: During the interview, if a respondent cannot estimate either the sources or the amount, enter precode <D> for "don't know."

If you have a "D" (don't know) in any entry for items used to calculate yearly totals in a periodicity series, and that total is a "must" income amount, you will call back for the missing information. It does not matter if you have a "D" in just the periodicity (weekly, every other week, etc.), or number of weeks worked or the amount earned per week. In this instance the total of the series is a "must" income item and it will also have a "D" entered.

You are only required to convert "D" (don't know) entries for "must" income items. You will know when you have a "D" in a "must" income item or series, because the instrument will automatically force you to schedule a callback.

The "must" income items and series in the March instrument are:

1) Q48a and Q48b series - wages and earnings from business/farm

2) Q51A1 series - state or federal unemployment compensation

3) Q52 series - worker's compensation

4) Q56e series - social security

5) Q57 series - supplemental security income

6) Q58a series - survivor benefits

6) Q59 series - public assistance or welfare

8) Q62 series - pension or retirement income

Respondent unwilling to answer: If respondents are reluctant to give income information, use the following explanations. A summary of these explanations is available during the interview by using function key F12. You will proceed to item "Purpose" where you may display information on confidentiality by entering precode <5>, or information on the importance of the data and the reasons why income tax returns are not enough by entering precode <M>.

(1) Stress confidentiality

If the respondent fears the income data will be disclosed, explain that you and all other Census employees are sworn to keep the answers confidential. The law provides heavy penalties of imprisonment and fine for disclosures. Not even agents of the FBI or the Internal Revenue Service can look at the Census records for purposes of investigation.

(2) Explain why tax returns alone are not enough

If the respondent does not understand why all of the income data cannot be obtained from Federal income tax returns, explain that income data given in returns cannot be used to meet our statistical needs because not all people are required to file returns. In addition, certain types of income such as worker's compensation, unemployment compensation, public assistance, and Social Security are not always taxable and therefore are not reported on tax forms. Also, the returns do not show age, educational attainment, and other items needed to understand differences in income.

(3) Explain need for data

If the respondent questions the need for the data, explain that the answers to these questions are needed by the government to help measure changing economic conditions, and by businesses in order to prepare future production plans and programs. The income data obtained are also used to help examine the effectiveness of government programs such as Social Security, unemployment compensation, and Veterans' benefits.

Refusals: Make every effort to obtain the desired information. However, if a respondent still refuses to answer a question after all efforts to obtain a response have been exhausted, enter precode <R> for "Refused." Even though the respondent refuses to give the amount received from a source but has indicated that the source was received, be sure to enter "Yes" when appropriate.

Income received by children (persons under 15): The income of children is generally not included unless it is received by an adult on behalf of the children or it is received jointly with an adult as in the case of interest from savings accounts.

Four Basic Types of Earnings

(1) Wage and salary income: Wage or salary income is the money earned by a person working at a job.

It is the gross income or that amount before any deductions for withholding tax, Social Security, union dues, bonds, savings accounts, loan payments, health insurance, uniforms, etc.

Respondents will often report their "take­home" pay, that is, wages or salary minus deductions. If the respondent knows only the amount of "take­home" pay, get an estimate of total wage or salary income before deductions.

Certain special types of wage or salary income are described below. When computing total wage or salary income from a job also include these earnings if they were received as part of the pay from that job:

Piece­rate payments

Money received for work done at a specified amount per piece or quantity. Piece­rate payments are very important in many manufacturing jobs, such as food packing, and in some jobs in the garment industry.

Commissions

Money received by a person for transacting business for another person or corporation. In some occupations, such as sales clerks, truck drivers, launderers, etc., commissions may constitute a large portion of wages or salary.

Tips

Payments received, as supplements to wages, for services rendered to the customer. For some occupations such as waiters and waitresses, bellhops, barbers, taxicab drivers, etc., tips may constitute a large part of the person's income.

Nonmilitary bonuses

Count payments made by employers to employees as supplements to wages and salaries; for example, bonuses for services on the basis of a percentage of the profits and cash "Christmas gifts" from employers to employees.

Armed Forces and National Guard or Reserve pay

Count money received as payment for service in the Armed Forces as wage or salary income. It includes base pay plus cash housing and/or subsistence allowance (but not the value of rent­free quarters), incentive pay such as flight pay, and uniform allotments.

Do not deduct dependency allotments in computing annual wage or salary income. Count payments received for training periods in the National Guard or in military reserve units.

Wages for baby-sitting or mowing lawns

Count money received for baby-sitting in other persons' homes or mowing lawns for other persons. Money earned in one's own home for baby-sitting is considered income from a non-farm business.

Assistantships and Teaching Fellowships

Count the money that graduate students receive for teaching part­time or working part­time for a college or university as wages and salaries; i.e., a student who teaches one class a day to receive a stipend while doing graduate study. (There are some fellowships that graduate students receive for which they do not have to work. These should not be included as wage or salary income and are covered elsewhere in the interview.)

Sick pay

Include sick pay (continued payment of wages by the employer while the employee is not at work because of illness) as wages or salary. This includes sick pay paid by the person's employer or union. Do not include in wages or salary money paid by "income protection" plans purchased by the employee.

Jury duty

Pay received for participating on a jury is considered wages or salary. Also, remember that weeks spent at jury duty are considered work.

Director's fees

Pay to persons for being a member of the board of directors for a corporation is wage or salary income.

Severance pay

Severance pay, whether received in a single amount or over a specified period of time, should be included as wages or salary.

Earnings for on-the-job training

Pay received from a private organization for on­the­job training under the Job Training Partnership Act (JTPA) is considered wages or salary.

Income earned in a foreign country

Income earned in a foreign country should be included as wage and salary income. If the amount is reported in a currency other than United States dollars go back and convert the amount to the U. S. dollar. If you can not do this then:

Enter <F7> (to access the instrument's notes)

Enter <A> for "Append" (to record the amount and type of currency).

NOTE: In your March training session, you will go over in detail the use of the F7 notes to record estimated amounts for which you intend to do followup at a later time.

For persons living in the United States employed by a foreign country or business, include their income even if it is not received directly in the United States. Include pay for subsistence and housing as income.

(2) Income from incorporated business: Any income received from an incorporated business is considered wage or salary income. Even if someone is the sole employee of a corporation, it is the corporation that makes the profit or loss, not the person.

(3) Income from non-incorporated, own non-farm business: Income from a person's own (not incorporated) non-farm business, partnership, or professional practice include only the net income received by a person from the operation of her/his own unincorporated non-farm business. In the case of a partnership, income from own non-farm unincorporated business is the share of net income a person receives as a partner.

Unincorporated non-farm businesses may vary from a home baby-sitting service to a large factory. Many doctors', dentists', and lawyers' practices are unincorporated businesses. Some doctors, dentists, and lawyers, however, have incorporated their practices. Income received from working for an incorporated business, even though the person may own the business, is considered income from wages or salaries.

Net income only

Income from own non-farm business should only include the net income received from the operation of a non-farm business, professional practice, or partnership last year. To get net income, subtract business expenses (See the section below on what is considered business expenses) from the total, gross money receipts if such information is offered.

Total (gross) money receipts

Total (gross) money receipts include all money received from goods sold or services rendered. Also include the value of any net inventory increase. This would include any net increase in the amount of inventory and any net increase in the market value of inventory due to appreciation in the previous year.

If a person received net income from a partnership, include only his/her share of such income.

Business expenses include:

• the cost of merchandise purchased
• expenses for rent, heat, light and power used in the business
• annual depreciation of machinery and other business property
• accidental damages to business property
• decrease in the value of inventory
• wages and salaries paid to employees
• expense allowances
• business taxes
• interest on business mortgages or debts, etc.
  

Business expenses do not include:

• money spent to purchase buildings or machinery
• permanent improvements of existing buildings or machinery
• personal expenditures such as money spent for personal income taxes, life insurance, food and shelter (the so­called "salary" that some owners of non­incorporated businesses pay themselves is not a business expense)
  

(4) Income from "Own Farm": Income from "own farm" is the net income a person received as a direct result of:

• owning and operating a farm
• renting a farm and operating this farm
• operating a farm on shares
• performing custom farm work
• owning a farm and sharing in the profit or loss from the farm even though he/she did not actively participate in operating the farm
• receiving crop disaster payments from the Federal Government
• renting land (if rent is received as a share in profits from the farm products)
  

Do not include income which is received for renting land to others as income from own farm unless the rent is received as a share in profits from the farm products. Rental income received as cash is covered elsewhere in the interview. However, do include the net income a person receives for the use of his/her equipment and labor for custom farm work, such as threshing and combining. If the person owned and operated a farm and also did custom farm work, consider the total net amount he/she received for both as farm income.

Example: The only income Jack received from his farm was the cash rent paid by Tom who operated the farm entirely on his own. In this example, don't consider Jack as a recipient of farm income. Tom's income is farm income. Jack's income is considered rental income covered elsewhere in the interview.

Example: If Jack received a percentage of the profits (or shared in the losses) from the farm he rented to Tom, in addition to cash rent, the profits are considered farm income for Jack. This percentage of profits is considered a business expense and deducted from Tom's farm income.

Example: Farmer Walter sold several bulls he raised. Determine the expense in raising the bulls, calculate the net profit or loss and count the resulting amount as farm income.

(a) Net farm income: When a farmer does not know how much net income he/she received from operating a farm, help him/her estimate. To estimate, calculate total money receipts and farm operating expenses. Subtract farm operating expenses from total money receipts to obtain net farm income.

(b) Total money receipts from own farm include:

1) the sale of farm products, forest products, and nursery or greenhouse products, 2) participation in government farm programs such as payment for natural crop disasters, price supports, subsidy for not growing certain crops, or incentive payments. 3) net income from custom farm work 4) net income from recreational services provided by the farmer such as proceeds from hunting, fishing, or camping, and 5) commodity credit loans which were not repaid in 1995.

Do not include in total money receipts income from the sale of land, buildings, or machinery. Also exclude the value of food, fuel, or other farm products produced and used on the farm.

(c) Farm operating expenses include:

• cost of feed sprays
• fertilizer insecticides
• seeds dairy supplies
• bulbs tools
• plants/trees livestock purchases
• hardware cash rental of machinery
• wages for farm hands interest on farm mortgages
• farm taxes, etc. interest on farm mortgages
• farm building repairs
• cash rent paid or cash
• profits paid to owner
• depreciation on farm equipment
  

Do not include as expenses:

• personal income tax
• improvements in the farmer's house
• capital expenditures such as purchase of:
  • land
  • buildings or
  • machinery
• payments on the principal of a farm mortgage
  

(d) Sharecroppers and tenant farmers: Sharecroppers and tenant farmers live on farm land owned by a landlord. Many types of arrangements can be made between the landlord and the farmer by which the landlord and farmer earns income.

Example: Landlord Brown receives a specified share of farmer Smith's crop.

In this example:

All income earned by farmer Smith for the operation of the farm is considered farm income (minus any operating expenses.)

The income received by landlord Brown for his share of the crop would be considered farm income for landlord Brown.

If landlord Brown receives income from farmer Smith in the form of rent and not as a share of the crop, do not report it as farm income for landlord Brown, but as rental income in the Property Income items.

Landlord Brown may extend credit to farmer Smith or pay advances on farmer Smith's share of the crop before the crop is harvested. Any cash or credit advances are added to the amount of cash settlement (between farmer Smith and the landlord) on the crop to obtain net farm income.

Special classifications of earnings types: The following sources of income may be mentioned when you are asking the Earned Income items:

(1) "Salaries" which owners of business pay themselves: Include "salaries" which some owners of unincorporated businesses pay themselves as income from own business or farm.

(2) Pay "in kind": While work for pay "in kind" is considered work for purposes of basic CPS items WK, ABS, and BUS1 and for the work experience items, do not count any pay "in kind" (food, lodging, etc.,) as earned income even though received as payment for work performed.

(3) Expense accounts: Do not count expense accounts as earned income. An expense account is the amount paid to an employee for the purpose of covering expenses incurred in carrying out his/her job. Do not count a person's expense account even if the person receives the same amount each month.

(4) Custom Work: Pay for custom work which one farmer does for another on a farm should be included as income from own farm.

Changes from last year: We discovered that last year sub-annual income amounts (weekly, monthly, etc.) were inadvertently entered as annual amounts for some of the income items. Also, keying errors, such as not entering enough zeros, were also discovered. In an attempt to prevent these errors from occurring, we have changed the format in which we ask most all the income items. Most items that were not asked in a periodicity series last year have been changed to that format. Also, we have internal income-range checks within a series that will cause a verification screen to appear if a reported income seems out of range.

For the specific wording of ALL items see the March 1996 Items Booklet.

EARNED INCOME ITEMS

>Q48a through Q48aad series< Wages Series

How to record: It is important that you record only the amount received from the employer the sample person worked for, for the longest period of time as identified in item Q46.

Since these questions immediately follows item Q46 or Q47a-Q47E1c (longest job), no lead­in is required. Item Q48a refers to the longest job as identified in item Q46. That is, item Q48a or Q48b always refers to the longest job held during 1995, including cases where a respondent's longest employment in 1995 was in the Armed Forces. If a person's longest job is recorded as unincorporated self­employed, question Q48b will be asked instead of Q48a.

The "S" in front of Q48a means screen. On the Q48a screen there is another item Q48ap. This just lets you know that there are two questions on the screen.

>Q48a< Earnings and periodicity

Read the first item on the screen which is Q48a to get the total earnings.

Then ask the second item (Q48ap), periodicity, the time period this total represents (for example, weekly, every other week, twice a month, monthly or yearly amount.)

If the periodicity item is <5> "Yearly" the instrument will check the amount you give and if the amount is within an acceptable range the instrument will go to Q48a3, otherwise it will go to Q48aC2 for you to check the amount you entered.

If the second item is <1> through <4> the instrument will go to Q48a1 to get the number of (weekly/every other week/twice a month/monthly) pay periods the person earned the amount in Q48a in 1995.

>Q48a1< Periodicity for wages

Enter the number of weekly, every other week, twice a month or monthly pay periods the respondent received his/her earnings. This item is used to calculate annual earnings for 1995. The amount in the question will be filled with what you entered in Q48a.

>Q48aC2< FR Check Item

Do not read this item to the respondent. This item is to check that you entered the correct yearly amount in Q48a. If you discover you have incorrectly keyed the amount, enter <2> No, then the instrument will return to Q48a and you can correct the annual amount. If the amount shown in Q48aC2 is correct, enter

<1> Yes, then the instrument will skip Q48a3.

>Q48aV< Verifying amount

If the amount of income entered in Q48a is less than a yearly basis then Q48aV checks to ensure that the respondent has given you the correct information and it was recorded correctly. If this amount is correct, enter <1>, then the instrument will skip to Q48a3. If this amount is incorrect, enter <2> and the instrument will proceed to Q48a2.

>Q48a2< Best estimate

This is the final attempt to obtain the respondent's best estimate of their earnings during 1995. This item will display the previous entries.

>Q48a3< Include tips, bonuses, or overtime pay

This item is intended to determine whether the person received any tips, bonuses, overtime, or commissions in addition to the income already reported in Q48a.

If you receive a "Yes" response to this item, you have finished asking questions about income from wages and will proceed with Q49a. If the response is "No," the instrument will go to Q48aad.

>Q48aad< Amount of tips, bonuses, or overtime pay

Enter the amount of tips, bonuses, overtime pay or commissions in 1995 and not reported in Q48a.

>Q48b and Q48BL< Net earnings or loss from business/farm

How to record: It is important that you record only the amount received from the business worked for the longest period of time as identified in item Q46.

Net loss: If there was a net loss from a farm, business enterprise, or professional practice in item Q48b enter precode <L>­­lost money and enter the amount lost in Q48BL. Then, the instrument will go to Q48bp.

Broke even or no profit: Enter a 1 for one dollar in item Q48b if the person reports that he/she just "broke even," "didn't make a cent," or made "nothing" in the business or professional practice; that is, his/her receipts just balanced his/her business expenses. The instrument will go to Q49a.

>Q48bp< Periodicity

Most respondents will report their earnings or loss on an annual basis. The preferred method of reporting is annually in this question, therefore, collect the amount on an annual basis if possible. If respondents report annually, the computer will check tolerance limits and if the amount is out of tolerance, item C48b1 will appear.

If the respondent reports a quarterly amount, then you will ask for the amount of earnings or loss in each quarter of 1995 beginning with question Q48B3. If the respondents gives an amount other than annually or quarterly (options 3, 4, or 5), then you will ask for their best estimate of the annual amount of earnings in Q48b2. There will be NO yearly computer calculations for amounts collected on a weekly, monthly or other basis.

>C48b1< Annual range check

If the amount you entered is outside the upper and lower limits this screen appears. Do not read this screen to the respondent. It is used to ensure that you have not made an error in previous questions. If an error was made, the computer will back up so that corrections can be made.

>Q48b2< Best estimate of earnings

This is an attempt to obtain the respondent's best estimate of their annual net earnings during 1995. This item will display the previous entries.

>Q48b2L< Best estimate of loss

This is an attempt to obtain the respondent's best estimate of their annual net loss during 1995. This item will display the previous entries. If the annual net loss is not known and the respondent gives the amount by quarter, (reported <2> quarterly in Q48bp), you will collect the amount for each quarter of 1995.

>Q48b3 and Q48b3L< First quarter net earnings and loss

Enter the amount received in the first quarter and the instrument will go to Q48b4.

Net loss: If there was a net loss from a farm, business enterprise or professional practice in Q48b3 for the first quarter, enter precode <L>--lost money and enter the amount lost in Q48b3L. The instrument will go to Q48b4.

Broke even or no profit: Enter precode <X> in item Q48b3 if the person reports that he/she just "broke even," "didn't make a cent," or made "nothing," in the business or professional practice; that is, his/her receipts just balanced his/her business expenses. The instrument will go to Q48b4.

>Q48b4 and Q48b4L< Second quarter net earnings and loss

Enter the amount received in the second quarter and the instrument will go to Q48b5. See Q48b3-Q48b3L for instructions.

>Q48b5 and Q48b5L< Third quarter net earnings and loss

Enter the amount received in the third quarter and the instrument will go to Q48b6. See Q48b3-Q48b3L for instructions.

>Q48b6 and Q48b6L< Fourth quarter net earnings and loss

Enter the amount received in the fourth quarter and the instrument will go to Q48b7. See Q48b3-Q48b3L for instructions.

>Q48b7< Tips, bonuses, overtime pay or commissions

This item is intended to determine whether the person received any tips, bonuses, overtime, or commissions in addition to the income already reported in Q48b, or in the amounts given quarterly.

If you receive a "Yes" response to this item, you will proceed with the Q49a series. If the response is "no," you will collect tips, bonuses, overtime, or commissions in Q48bad.

>Q48bad< Amount of tips, bonuses, overtime pay or commissions

Enter the amount of tips, bonuses, overtime pay or commissions received in 1995 and not reported previously. The instrument will go to Q49a.

>Q49a< Earned income from any other employers

This question is intended to cover income earned during 1995 from all other jobs, businesses, or farms. Be sure to include any small amounts received from odd jobs, small businesses or hobbies or small amounts from the occasional sale of farm products. Also include reserve pay, director's fees, pay for jury duty, and baby-sitting money earned in addition to earnings from the longest job.

If you receive a "Yes" reply to this item, you will ask the Q49B1 through Q49B3 series, otherwise, with an entry of "No", you will skip to Q51A1.

>Q49B1 through Q49B1A series< All Other Employers Series

How to ask: It is important to record all income earned during 1995 from all other jobs not report in Q48a series. Wages or salaries are to be classified under earnings from other employers.

See Q48a through Q48aad series for instructions.

>Q49B2< Other Earnings from own business

How to record: Self-employment income is to be classified under own business after expenses. Include even small amounts of self­employment income.

Note: In Q49B2, for amounts $1,000,000 and over, enter $999,999.

Net loss: If there was a net loss from a business enterprise or professional practice enter precode <L>­­lost money on the first line.

Note: For a loss, for amounts $10,000 and over, enter $9,999.

Broke even or no profit: Enter <1> in item Q49B2 if the person reports that he/she just "broke even," "didn't make a cent," or made "nothing" in the business or professional practice; that is, his/her receipts just balanced his/her business expenses. If the answer is none, because he/she did not have a business enter precode <X> and the instrument will take you to Q49B3. Otherwise, if the respondent gives an amount, enter that amount.

>Q49B3< Other Earnings from Farm

How to record: Farm income is to be classified under farm after expenses. Again, count even small amounts received from the sales of farm produce, livestock, etc.

Note: In Q49B3, for amounts $1,000,000 and over, enter $999,999.

Net loss: If there was a net loss from a business enterprise or professional practice enter precode <L>­­lost money on the first line.

Note: For a loss, for amounts $10,000 and over, enter $9,999.

Broke even or no profit: Enter <1> in item Q49B3 if the person reports that he/she just "broke even," "didn't make a cent," or made "nothing" in the farm produce, livestock, etc.; that is, his/her receipts just balanced his/her farm expenses. If the answer is none, because he/she did not have a farm, enter precode <X> and the instrument will take you to Q51A1. Otherwise, if the respondent gives an amount, enter that amount.

NOTE: Items Q49B2 and Q49B3 are not asked in a periodicity series. Very few people would attempt to report this business income other than annually. Those that do should also know the annual amount.

Instructions: For each of the questions below, give the best answer.

1. If the respondent asks why we can't obtain the income information from tax returns, what three reasons would you give?

Answer

a.

b.

c.

2. In the March instrument, you can access a "Help" screen to help you convince reluctant respondents to provide income data. How do you access this screen?

Answer

3. The only times you can report a child's income are:

Answer

a.

b.

4. What are the four basic types of earnings?

Answer

a.

b.

c.

d.

5. In addition to their basic wage and salary income, some persons receive other types of income which you should include when you report earnings in Q48a. Give three examples of these "other" types of income:

Answer

a.

b.

c.

6. When you report a person's income from his/her own business or farm in Q48b, which should you report: gross or net income?

Answer

7. When will you collect the amount of earnings or losses from a business or farm for each quarter of 1995?

Answer

E. UNEMPLOYMENT AND WORKER'S COMPENSATION

From the Unemployment items forward, the supplement interview will be concerned with income other than earnings. Unless otherwise specified, the "reference period" and "whom do you ask" information will be the same from this point forward as that provided for the Earned Income items.

The screen names for the Unemployment and Worker's Compensation items (shown in the Items Booklet) are:

Q51A1 through Q52c4

For the specific wording of the items see the March 1996 Items Booklet.

What to include: Unemployment Compensation includes any money received in 1995 from:

- state unemployment insurance funds

- railroad unemployment benefits

- strike benefits paid from union funds

- Supplemental Unemployment Benefits (SUB) paid by private companies (auto companies etc.) to help replace wages during times of layoff

- Federal Supplementary Compensation payments which are payments made by the Federal government to persons who have exhausted their State unemployment compensation payments.

Supplemental unemployment benefits may have been a significant portion of the income received by some workers who were on layoff in 1995. These benefits are taxable and persons receiving them will receive a separate W­2 form showing the amount received in 1995. Supplemental unemployment benefits are paid to persons by a private company (either directly or indirectly) and are received in addition to State unemployment benefits.

Also include money received as incentive payments for work related expenses by persons undergoing classroom training provided for by the JTPA (Job Training Partnership Act) which provides training for persons receiving welfare payments under Aid to Families with Dependent Children. This money and training will have been provided through the State or local government.

What to exclude: Exclude earnings received from a private organization for on­the­job training sponsored under the JTPA. Count these earnings as wages and salary income.

>Q51A1 through Q51A14 Series< State and Federal Unemployment Compensation

How to ask series:

Item Q51A1 determines whether anyone in the household has received State or Federal unemployment compensation in 1995. If someone has received benefits the instrument will continue in the series. If no one has received benefits the instrument will go to the next series or Q51A2.

Item Q51A1p determines what is the easiest time period for the person to report receiving benefits. The five types of time periods are: weekly, every other week, twice a month, monthly and yearly.

In item Q51A11 record the amount received from State or Federal unemployment compensation during 1995.

Item Q51A1C appears, if you selected "yearly" in Q51A1p and the instrument determined that the amount is out of range. This item asks if you are sure you entered the correct annual amount. Do NOT read this item to the respondent. If the amount is correct the instrument will exit the series.

Item Q51A12 determines how many weekly, every other week, twice a month or monthly periods that the person received State or Federal unemployment compensation. This item is used to calculate annual benefit payments for 1995.

Item Q51A13 is an annual verification of the amount that the computer calculated from the numbers you entered in previous items. Read this item as written. If this computed amount is correct, the instrument will go to the next series of questions. If this amount is not correct, the instrument will ask Q51A14, the final item in the series.

Item Q51A14 attempts to obtain the person's best estimate of the amount of State or Federal unemployment compensation received during 1995. After obtaining this amount, the instrument will go to the next series of questions.

>Q51A2 through Q51A24 Series< Supplemental Unemployment Benefits

See the Q51A1 through Q51A14 Series for instructions on how to fill items in this series.

>Q51A3 through Q51A34 Series< Union Unemployment or Strike Benefits

See the Q51A1 through Q51A14 Series for instructions on how to fill items in this series.

>Q52a and Q52b< Receive Worker's Compensation and source of payments

Item Q52a is used to determine which persons received compensation for injuries or illnesses sustained on the job. If the answer is "no" the instrument will go to Q56a. If the answer is "yes", then you will ask Q52b. Item Q52b is used to find out the source of these payments. The possible sources are State worker's compensation, employer or employer's insurance, own insurance or Other.

Be sure the respondent understands that you are asking about income received as a result of job­related injuries or illnesses.

What to include: Such compensation payments include periodic money payments made to workers who are injured on the job. Compensation checks may come from the State, private insurance companies, or from private businesses who insure their own workers.

State Worker's Compensation: Enter precode <1> in item Q52b, if the compensation checks are received from the State.

Employer or Employer's Insurance: Many large businesses and corporations insure their workers against loss of earnings due to a job­related illness or injury. If the respondent received income from his/her employer (other than paid sick leave) or from his/her employer's insurance company as compensation for a job­related injury or illness, enter precode <2>.

Own insurance: Some persons may have purchased some type of accident insurance which maintains their income while they are sick, injured, or disabled and unable to work. Enter precode <3> for these cases.

Other: Enter <4> for any other payments received due to a job­related injury or illness.

What to exclude: Exclude "sick pay" (continued payment of wages by the employer while the employee is not at work because of illness); include this as "Wage or salary" income.

>Q52cp-Q52c4 Series< Worker's Compensation Series

See Q51A1-Q51A14 Series - "How to ask series" for instructions.

F. SOCIAL SECURITY

The screen names for the Social Security items (shown in the Items Booklet) are:

Q56a through CRSS

How to ask: You will start with the household screening item Q56a, and depending upon the response, continue with Q56b­Q56i5 or with Q57a.

What to include: The U.S. Government pays Social Security to:

workers who have reached 65,

the severely disabled,

dependents or survivors of workers.

The worker must have contributed to the Social Security fund for the required number of years.

Some persons receiving Social Security checks will have already had the premiums for Medicare (health insurance) deducted from these checks. You should INCLUDE the amount of these deducted health insurance premiums as income. During 1995 these deductions amounted to $46.10 per month per person. During 1996 these deductions amounted to $42.50 per month per person. Item Q56d3 is designed to take care of the math work for you and will make the adjustment to the total.

BLUE­colored checks Social Security checks are blue colored and usually arrive on the third day of the month. Social Security checks arrive in a gold colored envelope.

NOTE: A recipient may choose to have the check "direct deposited" into his/her checking or savings account.

Exclude Supplemental Security Income and reimbursement for medical bills: Under the Supplemental Security Income (SSI) program the Federal government makes monthly payments to low income persons who are 65v years old or over, disabled, and blind. Although the Social Security Administration administers the program, payments made under SSI are not included as Social Security income. SSI payments are covered in the next series of questions in the interview. Do not include as Social Security income any money received as a direct reimbursement for medical bills paid under the Medicare program. Persons filing for reimbursements will be receiving checks from private health insurance "carriers" and not the U.S. Government.

Joint Payments: Social Security payments can be received by one person or joint payments can be received by a husband and wife or by groups of dependent children. Some married couples receiving Social Security or Railroad Retirement (retirement or disability benefits) receive a joint amount in a single check. Also, in the case of dependent children, an adult in the household can be designated as the "payee" for the children's benefits and the monthly Social Security check is made out to the parent (or guardian) of the children. In these instances, if the respondent can tell you how much is for each member, report these amounts separately for husband and wife or children 15 years or older.

Only in the cases where the respondent cannot separate the amounts received by each, report the total amount for one recipient and enter precode <A> for "already included" in the other recipient(s) question Q56d or Q56i. (Follow this general procedure also for other joint receipts in the remaining income items.)

1099 Forms: Since Social Security income is now taxable in some cases, all recipients receive 1099 forms summarizing the annual amount received from this income. Some respondents may refer to these forms in reporting the annual amount received.

>Q56a­Q56b< Anyone receive Social Security payments and who

Enter "Yes" in Q56a if:

any household member received payments either for themselves only, in a combined payment, or as a representative payee for payments made to children under 15.

any children 15 and over received payments, even if the check actually went to an adult in the household. In this situation, if the parent or guardian cannot separate the amounts, record both the guardian and child 15 years or older as having received payments. However, include under the guardian the number of months received and the amount received, and enter <A> "already included" for the child.

Item Q56a requires one "Yes" or "No" entry for the household. If the respondent answers "No" to Q56a, you skip to item Q57a. If the respondent answers "Yes" to Q56a, you will ask Q56b unless it is a one­person household, in which case you will continue with Q56dp.

Enter the line number in Q56b for the parents, guardians or children age 15+ who received Social Security payments during 1995. Enter precode <N> "No More" when all applicable line numbers have been entered.

>Q56dp-Q56d6 Series< "Social Security Series"

How to ask series

Item Q56dp in the series is to find out what is the easiest time period for the person to report receiving payments. The three types of time periods are: monthly, quarterly, or yearly.

In item Q56d, enter the amount received rounded to the nearest dollar. In cases of combined payments, ask the respondent if he/she knows how much of the combined payment was for each member. If the respondent knows the separate amounts, record them separately. If the respondent cannot separate the amounts, record the total amount under the first person, and enter precode <A> "already included" for the subsequent person who received the joint payments.

If the respondent can only give you his/her current (1996) monthly payment, enter <D> in Q56d. This will take you to Q56d1, where you can enter the current (1996) monthly amount. Otherwise the instrument will go to Q56d2.

Item Q56d1 asks for the monthly amount received for February 1996. You will only ask this question if the person cannot give you the amount received for 1995. We will use this amount to calculate the social security amount for 1995.

Entering the amount received for the most recent (1996) month: If a person cannot give you his/her yearly Social Security amount for 1995, the instrument can calculate it based on the most recent 1996 check. You may enter the Social Security amount received for the most recent 1996 month if, and only if, all three of the following conditions are met:

1. The person cannot supply an accurate annual figure for 1995.

2. The person is receiving monthly benefit checks in 1996 and knows the amount of this check.

3. A cost­of­living increase was the only change which occurred in monthly payments during 1995.

Item Q56d2 is used to determine how many months or quarters that the person received social security. This item is also used to calculate social security for 1995.

Item Q56d3 was designed to determine whether the amount collected in either Q56d or Q56d1 includes medicare deduction or not. We will use this item to calculate the amount of social security received in 1995. [The deduction per month for 1995 is $46.10 and $42.50 for 1996. The decimal point may not be on the screen. If not, it will look like this 46 10.]

Item Q56d4 was designed to determine whether the cost of living increase is the only change during 1995. If the answer is "yes" the instrument will calculate the total dollars received altogether from social security in 1995. If the answer is "no" the instrument will go to Q56d6 to find out the best estimate. [The cost of living adjustment factor is .9747. The decimal point may not be on the screen. If not, it will look like this 9747.]

Item Q56dC2 is a check for you to make sure the entries you keyed are correct. This item only comes up if you enter yearly in item Q56dp. Do not read this item to the respondent. If you discover you have incorrectly keyed the amount, enter <2> No, then the instrument will go to Q56d for you to enter the correct annual amount. If the entry is correct, enter <1> Yes, then the instrument will accept the entry you made and go to Q56f.

Item Q56d5 is a verification to make sure that the respondent has given you the correct information. Read this item to the respondent. If this amount is correct, enter <1> then the instrument will go to Q56f. If this amount is incorrect, enter <2> then the instrument will go to Q56d6.

Item Q56d6 is the final attempt to obtain the respondent's best estimate of social security received during 1995. This item will display the previous entries for you to verify.

If you notice an error in the previous entries, press F1 and go back to the entry or entries with the errors and correct them. If it will help the respondent to give you their best estimate, read the previous entries. The important thing here is to, get the best estimate using whatever means available. If you have to use a paper and pencil or calculator to figure out the respondent's best estimate, use it.

>SSR< Reasons for receiving Social Security

Enter the precodes in SSR for the reasons why the person received Social Security payments during 1995. Enter precode <N> "No more" when all applicable reasons have been entered. If precode item <5>, <6>, or <7> is selected, you will ask SSC to determine which children received social security.

>SSC< Which children received Social Security

Enter the line numbers in SSC for children under age 23 who received Social Security payments during 1995. Enter precode <N> "No More" when all applicable line numbers have been entered.

>SSCR< Reasons for the child/children receiving Social Security

Enter the precodes in SSCR for the reasons why the child/children received Social Security payments during 1995. Enter precode <N> "No More" when all applicable reasons have been entered.

>Q56f­Q56g< Anyone receive Social Security income for children not already mentioned and if so who received it

If there are children under age 23 in the household, you will ask item Q56f. If the response to item Q56f is "Yes" find out which person received payments on behalf of the children, and enter their line number in item Q56g. If the respondent has already given you all this information in Q56a and Q56b, enter a "No" in Q56f. This question is asked to make sure the respondent has not forgotten about a child. If the respondent or you are not sure if a child's information was included, enter <H> for Help and the social security income previously reported screen will appear.

Enter the line number in Q56g for the parent or guardian who received Social Security payments during 1995. Enter precode <N> "No More" when all applicable line numbers have been entered.

>Q56ip through CRSS Series< Social Security for Children Series

See Q56dp-Q56d6 Series, - "How to ask series" for instructions.

>RSS< Reasons for receiving Social Security for Children

See SSR for instructions.

>CSS< Which children receive Social Security

See SSC for instructions.

>CRSS< Reasons for children receiving Social Security

See SSCR for instructions.

G. SUPPLEMENTAL SECURITY INCOME

The screen names for the Supplemental Security items (shown in the Items Booklet) are:

Q57a through CSSI

What to include: The Supplemental Security Income (SSI) program, which is administered by the Social Security Administration, makes assistance payments to low-income persons who are blind, disabled or 65 years or older. Depending on the requirements set up by each State, a person may receive:

a SSI check from the Federal government with "Supplemental Security Income" printed on the check,

a supplementary SSI check from the State or local welfare office,

or both.

Most SSI recipients receive one monthly SSI check from the Federal Government. Federal SSI checks arrive on the first of the month in a blue envelope.

Some States elected to have the U.S. Government include their supplementary amount in the Federal check. If this is the case, the words

"STATE PAYMENT INCLUDED"

will appear on the rainbow colored SSI check from the Federal government. Supplemental Security Income from both the State and U.S. government refers only to cases when a separate check is received.

States which administer their own supplementary payments will be issuing checks which vary from state to state and even county to county as to color and wording. These checks, which will be paid by the State or local welfare office, will NOT have the words "Supplemental Security Income" printed on them.

To identify SSI payments, determine the reason the check is being received. SSI checks are received by low-income persons who are either aged (65 years old or over), blind or disabled. If a person received a payment from the State or local welfare office for one of these reasons, include this amount as SSI payments.

Not Social Security: Remember, even though the Social Security Administration administers the SSI program, the amounts received in SSI checks must NOT be included as Social Security. The money for these programs comes from two distinct sources and, if eligible for both, people can get SSI in addition to Social Security. The key to distinguishing these two different sources of income is the color of the envelope they arrive in and day of arrival of the monthly check. Federal SSI payment envelopes are blue colored, while Social Security envelopes are gold colored. In addition, while Social Security checks arrive regularly on the third day of each month, Federal SSI checks arrive regularly on the first of each month.

Married couples receive separate checks: If a husband and wife are individually eligible to receive SSI payments, each will receive a separate check. Make sure to report the husband's payment and the wife's payment in their respective items.

>Q57a and Q57b< Anyone receive SSI payments and who

Include both Federal and State SSI payments here. Item Q57a requires one "Yes" or "No" response for the household. Item Q57b will be asked when you receive a "Yes" response to Q57a. Enter the line number in Q57b for all persons who received SSI payments. Be certain to ask "anyone else?" to ensure that all recipients in the household are accounted for. Enter <N> when all applicable line numbers have been entered.

>Q57cp through Q57c5 Series< Supplemental Security Income Series

See Q56dp-Q56d6 Series - "How to ask series" for instructions. The instrument will not have item number five (medicare deduction) for Supplemental Security Income.

>SSIR< Reasons for receiving Supplemental Security Income

Enter the precodes in SSIR for the reasons why the person received Supplemental Security Income during 1995. Enter precode <N> "No more" when all applicable reasons have been entered. If precode <3> or <4> is selected, you will ask SSIC.

>SSIC< Which Children receive Supplemental Security Income

Enter the line number in SSIC for child under age 18 who received Supplemental Security Income during 1995. Enter precode <N> "No More" when all applicable line numbers have been entered.

>Q57d-Q57e< Anyone receive Supplemental Security Income for children not already mentioned and who

If there are children under age 18 in the household, you will ask item Q57d. If the response to item Q57d is "Yes," find out which person received payments on behalf of the children, and enter their line number in item Q57e. If the respondent has already given you all this information in Q57a and Q57b, enter a "No" in Q57d. This question is asked to make sure the respondent has not forgotten a child. If the respondent or you are not sure if a child's information was included, enter <H> for Help and the supplemental security income previously reported screen will appear.

Enter the line number in Q57e for the parent or guardian who received supplemental security income during 1995. Enter precode <N> "No More" when all applicable line numbers have been entered.

>Q57ip through Q57i5 Series< Supplemental Security Income for Children Series

See Q56dp through Q56d6 Series, - "How to ask series" for instructions.

>RSSI-CSSI< Reasons for receiving Supplemental Security Income for children and who

See SSIR-SSIC for instructions.

Instructions: For each of the questions below, give the best answer.

1. Give the following information about Supplemental Unemployment Benefits:

a) What are they?

b) Are they received in addition to State unemployment benefits?

Answer

a.

b.

2. When you report payments received as a result of a job-related injury or illness in Q52a through Q52c4:

a) Should you include sick pay?

b) Why or why not?

Answer

a.

b.

3. A good way of distinguishing between SSI checks and Social Security checks is by the color of the envelopes in which they are mailed and by the date in which the checks arrive:

a. Social Security checks are mailed in what color envelopes?

b. Social Security checks arrive on what day each month?

c. SSI checks are mailed in what color envelopes?

d. SSI checks arrive on what day each month?

Answer

a.

b.

c.

d.

4. When can you use the social security amount received for the most recent 1996 month?

Answer

a.

b.

c.

H. PUBLIC ASSISTANCE OR WELFARE PAYMENTS

Whom do you ask: You ask the public assistance questions only in households whose entry for family income in the FAMINC item is under $50,000, blank, or refused.

The screen names for the Public Assistance items (shown in the Items Booklet) are:

Q59A88 through AFWC

What to include: Include as public assistance or welfare payments, money received from the State or local welfare office under the Aid to Families with Dependent Children Program (AFDC, ADC) or other assistance programs such as:

1) General Assistance, General Relief,

2) Emergency Assistance,

3) Cuban/Haitian or other refugee assistance,

4) Indian Assistance (on reservations or Indian lands)

Include the entire amount of public assistance benefits as income for the person to whom the checks were made out even though a part or all of the amount is for dependent children.

What to exclude: Exclude regular payments received by the aged, blind or disabled persons from the State or local welfare office. This should have been reported as State or local SSI payments. Exclude food, food stamps, clothing, or other nonmonetary receipts. Exclude from public assistance, money received in the form of scholarships from Federal, State, or local public programs. Also exclude from public assistance, aid received through the Low Income Home Energy Assistance Program (LIHEAP). Aid received through LIHEAP should be entered in supplement items Q93 to Q94.

NOTE: In selected areas of the country, households which are eligible for both AFDC and food stamps receive their benefits in a combined check or a combined deposit to their bank account. If the respondent can not separate these two amounts, record the full amount in Q59e and indicate in the notes that part of the amount recorded in item Q59e is for food stamps.

>Q59A88 and Q59b­88<: Anyone receive public assistance or welfare payments and who

Enter "Yes" in Q59A88 if any household member received public assistance or welfare payments either for themselves, or as a representative payee for payments made to children under age 15.

If the respondent answers "Yes" to Q59A88, you will ask Q59b­88 unless it is a one person household, in which case you will continue with Q59C88. Enter the line number in Q59b­88 for all persons who received public assistance or welfare payments during 1995. Probe by asking "Anyone else" until no more persons received payments. Then enter precode <N> and continue with Q59C88.

If no one in the household received public assistance during 1995, enter "No" in Q59A88 and ask Q60A88.

>Q59C88< Type of assistance payments

Item Q59C88 is designed to isolate AFDC recipients. You will ask this question for each line number you entered in Q59b­88. Unless the respondent gives you a clear-cut answer here, you may have to probe to determine what type of assistance was received.

The largest welfare program is the Aid to Families with Dependent Children (AFDC) program which makes payments to low-income families with children. AFDC is a Federal program that is administered by the State or local government. Need is based upon:

the incapacity or death of a parent,

a parent's continued absence from home, or

a parent's unemployment.

If AFDC is received for a child, the child must be under age 18, or age 18 and in school.

General Assistance or General Relief

General Assistance programs are State and local programs that provide cash assistance to persons:

not eligible for AFDC or SSI,

awaiting enrollment in AFDC or SSI,

out of work, who cannot qualify for unemployment insurance or whose benefits under that program are inadequate or have been exhausted.

State and local General Assistance programs are generally more limited in regard to the duration and amount paid than the Federally-aided assistance programs.

General Assistance programs are often called by names other than "General Assistance." The following is a partial list of the names used by some States for programs that should be considered General Assistance:

Alabama - Temporary Aid

Arizona - Emergency Relief

Arkansas - General Relief

California - General Relief

Indiana - Township Poor Relief

Maryland - General Public Assistance

Massachusetts - General Relief

Missouri - General Relief

New Hampshire - General Relief

New Jersey - State Aid

New York - Home Relief

Rhode Island - General Public Assistance

Tennessee - Poor Relief, Paupers Relief, Emergency Relief

Virginia - General Relief

West Virginia - General Relief

General Assistance should not be confused with Emergency Assistance, which provides temporary aid for 1 month of a 12-month period.

Localities in some of the States may use titles other than those which the State agency uses. Such names are:

Outdoor Relief

Direct Relief

County Poor Relief

It is impossible to give a full listing of the names for all States and localities because they are often changed.

Indian Assistance Program

There are a number of income-assistance programs for Native Americans which are administered by the Bureau of Indian Affairs. To be eligible for these programs, a person must:

be a registered member of a tribe,

live on or near an Indian Reservation,

not be eligible for both AFDC and SSI.

There are some minor exceptions to this rule in Oklahoma and Alaska.

Cuban/Haitian or Other Refugee Assistance

There are several income assistance programs for persons who are refugees from foreign countries, primarily Cuba, Haiti, and Southeast Asia. An individual can receive cash assistance based on income eligibility for up to 18 months after entry into the country. Further, an individual can receive AFDC for up to 3 years, with the Federal government reimbursing the local government for the cost of the support.

How to ask series

Item Q59ep finds out what is the easiest time period for the person to report receiving payments. The time periods vary with each series. The five different types of time periods are: weekly, every other week, twice a month, monthly, or yearly.

For item Q59e, it is important that you record the amount received from payments for 1995.

Item Q59e2 is used to determine how many payments that the person received. This item calculates the total amount received for 1995.

For Item Q59eC2, if the respondent reports "yearly" in the periodicity item and the instrument determines that the amount received is out of range, this check item will appear. This check item is used to ensure that you did not make an error in previous questions. DO NOT read this item to the respondent. If the amount is correct the instrument will go to the next question.

Item Q59e3 is a verification item of the amount that the computer calculated from the numbers you entered in previous items. Read this item as written. If this computed amount is correct, the instrument will go out of the series to the next item. If this amount is not correct, the instrument will go to the final item in the series.

Item Q59e4 is the final attempt to obtain the person's best estimate of payments received during 1995. This item will display the previous entries for you to verify.

If you notice an error in the previous entries, press F1 and go back to the entry or entries with the errors and correct them. If it will help the respondent to give you their best estimate, read the previous entries. The important thing here is to get the best estimate using whatever means available. If you have to use a paper and pencil or calculator to figure out the respondents best estimate, use it.

>AFWC< Children who are covered by AFDC/ADC

Enter the line number in item AFWC for the children under age 19 who were covered by AFDC/ADC during 1995. Enter precode <N> "No More" when all applicable line numbers have been entered. If all children under 19 are covered, enter precode <A>.

I. VETERAN'S PAYMENTS

The screen names for the Veteran's Payments (shown in the Items Booklet) are:

Q60A88 through Q60V24

How to ask: You will read the lead­in phrase (At any time during 1995 did you receive: ) only if the answer to Q59A88 was "Yes." Otherwise, the question will read "Any Veterans' (VA) payments?"

>Q60A88< and Q60b­88< Anyone receive Veterans' (VA) payments and who

The Department of Veterans' Affairs, formerly called the Veterans' Administration, is still referred to as the VA. The VA administers several types of payment programs that are made available to veterans AND their dependents.

Enter "Yes" in Q60A88 if any household member received payments from the Department of Veterans' Affairs. If you receive a yes in Q60A88, you will ask who received the payments in Q60b­88, unless it is a one person household, in which case you will continue with Q60c­88. Enter the line numbers in Q60b­88 and ask "Anyone else" until you receive a "No" answer. Then enter precode <N> and continue with Q60c­88.

If no one in the household received VA payments, enter "No" in Q60A88 and ask Q58a.

>Q60c­88< Type of Veterans' payments

How to ask: Read the question and wait for a response. Do not read the list of veterans' payment types unless you feel the respondent is having difficulty answering the questions. Continue asking "Anything else" until you receive a "No" answer. Then enter precode <N> and continue with Q60D88.

Types of payments: A brief description of the types of veterans' payments follows:

Service­connected disability compensation - payable to veterans who are disabled by injury or disease incurred or aggravated during active service.

Survivor benefits - payable to the surviving spouses and children of deceased veterans.

Veterans pension - also called nonservice­connected disability pension­­payable to veterans with limited income who are permanently and totally disabled for reasons not traceable to military service. Veterans who are 65 years of age or older and not working are eligible for this benefit.

Educational assistance - these include educational assistance for veterans (commonly called the G I Bill) and dependent's educational assistance for eligible spouses and children of veterans.

Other veterans' payments - include in this category all VA payments that cannot be classified in any of the above categories.

>Q60D88< Fill out an annual income questionnaire

Certain VA benefits are only payable to veterans (or spouses of veterans) with low incomes. The purpose of this question is to separate the low-income veterans' programs from the other types of VA programs. All low-income VA programs require recipients to fill out an annual income questionnaire.

>Q60V1p through Q60V14< Amount received during 1995 - first series

This series requests information on the amount received from the first answer in Q60c-88.

See Q59ep-Q59e4 Series, - "How to ask series" for instructions.

>Q60V2p through Q60V24< Amount received during 1995 - second series

This series requests information on the amount received from the second answer in Q60c-88.

See Q59ep-Q59e4 Series, - "How to ask series" for instructions.

Instructions: For each of the questions below, give the best answer.

1. In the spaces below, write the answers that correctly complete the following statement: The Public Assistance items are asked only in households where the family income entry is:

Answer

a.

b.

c.

2. The AFDC program, which makes payments to low-income families with children is the largest public assistance (welfare) program. Give two examples of other assistance programs:

Answer

a.

b.

3. In the spaces below, write the answers that correctly complete the following statement: In order to receive the veteran's pension, a veteran must be:

Answer

a.

b.

4. In the spaces below, write the answers that correctly complete the following statement: Education Assistance payments in Q60c-88 cover education assistance for veterans as well as education assistance for their:

Answer

a.

b.

J. SURVIVOR BENEFITS

The screen names for the Survivor Benefits items (shown in the Items Booklet) are:

Q58a through Q58E34

>Q58a and Q58b< Anyone receive survivor benefits and who.

The parenthetical "Other than Social Security or VA benefits" will be displayed when Social Security income or Veterans' payment has been reported.

Item Q58a requires one "Yes" or "No" response for the household. Item Q58b will be asked when you receive a "Yes" response to item Q58a for the household. Remember to count income received by a household member under age l5 only if it was received on his/her behalf by an adult member of the household.

Enter the line number in Q58b for all persons who received survivor income. Be certain to ask "anyone else?" to ensure that all recipients in the household are accounted for. Then enter precode <N>.

>Q58c< Source of income

This item is asked for all persons whose line number is entered in Q58b. Then you continue with item Q58E1p through Q58E34 for each person.

The most common types of income received by widows and surviving children appear as sources 2­10 in item Q58c. You do not have to read the entire list unless you feel the respondent is having difficulty answering the question. Accept the respondent's answer and enter the precode corresponding to the source(s) they give you. Ask "Any other source" until you receive a "No" answer. Then enter precode <N> for "No other sources of income".

Enter precode <11>­­other or don't know­­LAST. After entering this precode, you will go to Q58Coth and specify the source. You will then continue with the periodicity series.

A brief explanation of the sources of survivor benefits is provided below. Notice that the list of precodes begin with 2; this was done to maintain consistency with the March 1995 instrument.

Company or union survivor pension (include profit­sharing)­­received by survivors from a pension or retirement plan established at the deceased family member's place of employment or union.

Federal government (Civil Service) pension­­received by survivors of Federal or Civil Service employees who died while still working or died after retirement, but provided for the special spouse's annuity.

U.S. Military retirement survivor pension­­received by survivors of military personnel who retired from the military before their death.

State or local government survivor pension­­received by survivors of deceased employees of State or local government.

U.S. Railroad Retirement survivor pension­­received by survivors of deceased employees of the railroad system. These are in the form of U.S. Government checks from a program similar to Social Security but established especially for railroad employees.

Worker's compensation survivor pension­­received by survivors of workers who died because of a job­related accident, injury, or illness. These payments may come directly from the State, a previous employer, or an employer's insurance company.

Black lung survivor pension­­received by survivors of miners under the Federal Black Lung program. The deceased miner must have been disabled by black lung disease.

Regular payments from estates or trusts­­ regular payments received from a deceased relative's estate or from a trust established by the deceased relative. Do not include one­time payments from estates or inheritances.

Regular payments from annuities or paid­up insurance policies­­periodic payments received by survivors from an annuity purchased by a deceased relative or from paid­up life insurance policies owned by or in the deceased's name.

Other or don't know­­include here any payments which are not listed in categories 2 through 10 or payments from unknown sources that are received by a person as a survivor of a deceased relative. Specify the source of income in Q58Coth.

>Q58E1p through Q58E14< Amount received for each income reported

Items Q58E1p through Q58E14 record the amount of income received from the first income source reported in Q58c. Round income received to the nearest dollar. The income source will be displayed as part of the question. For example, if U.S. Military retirement survivor pension was the first income reported in Q58c, item Q58E1 would read "How much did you receive from U.S. Military retirement survivor pension payments during 1995?"

See Q59ep-Q59e4 Series, - "How to ask series" for instructions.

>Q58E2p through Q58E24 Series< Second Type of Payment Received Series

>Q58E3p through Q58E34 Series< Third Type of Payment Received Series

See Q59ep-Q59e4 Series, - "How to ask series" for instructions.

K. DISABILITY INCOME

The screen names for the Disability Income items (shown in the Items Booklet) are:

Q59a through Q61E24

>Q59a and Q59b< Anyone have a health problem or disability and who

This question is designed to identify persons age 15+ who may receive income as the result of some severe and/or permanent illness, injury, or disability. Enter "Yes" in item Q59a if:

someone in the household has a disability or handicap,

or is retired, left, or quit his/her job due to an injury, illness, or disability.

The injury, illness, or disability need not have been job­related.

If a respondent answers "Yes, old age", repeat the question to ensure the respondent understands that you are asking about the existence of specific illnesses or injuries which prevents the person from working or doing certain kinds of work. If the respondent clearly believes his/her advanced age to be a disability, then go ahead and enter "Yes".

Instruct respondents, as necessary, that pregnancy is not considered a disability for this item.

Item Q59a requires one "Yes" or "No" response for the household. If there is some doubt as to whether or not the person has a disability or handicap, mark "Yes" since the main purpose of this question is to identify persons who may have income related to disabilities, handicaps, etc.

Item Q59b is asked when you receive a "Yes" response in Q59a unless it is a one person household. In Q59b, enter the line number of all household members who had this type of disability. Be sure to probe "Anyone else," when necessary.

>Q60a and Q60b< Anyone retired or left a job for health reasons and who

These questions are designed to identify persons who are receiving income from a work­related disability. Item Q60a requires one "Yes" or "No" response for the household. Item Q60b is asked when you receive a "Yes" response in Q60a. Enter the line number in Q60b for all household members who have ever retired or left a job for health reasons. Again, pregnancy is not considered a disability for this item.

>Q61b and Q61c< Anyone receive income for health problems and source

The parenthetical phrase "Other than Social Security or VA benefits" will be displayed if someone in the household already reported receipt of Social Security income or Veterans' payments.

Note that questions Q52a­Q52c (Worker's Compensation Series) also refer to income received from a job related injury or illness. There is some overlap between the two series of questions; thus, if a person refers to an illness or injury already mentioned in Q52a­Q52b, enter "No" in Q61b.

Items Q61c­Q61E24 will be asked for each person with an entry of "Yes" in Q61b. The most common types of income received by disabled persons are listed as precodes 2­10 in item Q6lc. Do not read the list of disability sources unless you feel the respondent is having difficulty answering the question. Enter the appropriate precodes for the income sources reported. Enter precode <11> "Other or don't know" LAST. When you enter this precode, the instrument takes you to Q61c-oth where you can specify the source. You will then continue with Q61E1p. Enter precode <N> for "No other sources of income" when all sources are reported. You will proceed to items Q61E1p through Q61E4 to record the amount received for the first income sources reported.

A brief explanation of the disability income sources is listed below. Again, notice that the precodes begin with 2.

Worker's Compensation­­received by persons who were injured or became ill as a result of working conditions on the job. In some States persons who became permanently and totally disabled may

receive payments for life. In most cases, however, payments are temporary, and last only while the worker is unable to return to the job. Payments may be received directly from:

the State,

the employer, or

the employer's insurance company.

Company or union disability­­received by former employees of private companies, businesses, etc., or members of unions who were forced to leave their jobs permanently or for an extended period of time due to a disability or other health condition.

Federal Government (Civil Service) disability­­received by former employees of the Federal Government prior to reaching retirement age, who were forced to leave their job permanently or for an extended period of time due to a disability or other health conditions.

U.S. Military retirement disability­­received by previous members of the Armed Forces which have a disability of at least 30% (under a standard schedule of rating disability by the VA) and either

the member has 8 years of service;

the disability results from active duty; or

the disability occurred in the line of duty during a time of war or national emergency or certain other time periods.

State or local government employee disability­­same as "Federal Government (civil service) disability," except received by former employees of State or local governments.

U.S. Railroad Retirement Disability­­similar to Social Security and received by disabled former employees of the railroad.

Accident or disability insurance­­received by persons who purchase, on their own, an accident or disability insurance policy. The payments would be received from the person's insurance company.

Black Lung miner's disability­­received by miners who were found to be suffering from black lung disease. These payments come from the U.S. Government.

State temporary sickness­­programs in five States (New Jersey, New York, California, Hawaii, and Rhode Island) pay benefits to workers who are temporarily ill or disabled due to a non­work related accident or illness.

Other or don't know­­Most sources of disability income should fit one of the 9 categories listed in this item. If you encounter an income source related to a disability or illness which does not fit these categories, include it in this category and specify the source in Q61c­oth. Also mark this category if the source is unknown but is clearly related to disability or illness.

>Q61E1p through Q61E14< Amount received from each source

You will collect income amounts from 2 sources listed in Q61c. Items Q61E1 through Q61E4 record the amount of income received from the first income source reported in Q61c. Record the amount of income received, rounded to the nearest dollar. The income source will be displayed as part of the question. For example, if U.S. Military retirement disability was the first income reported in Q61c, item Q61E1 would read "How much did you receive (periodicity) before deductions in U.S. Military retirement disability payments in 1995?"

See Q59ep-Q59e4 Series, - "How to ask series" for instructions.

>Q61E2p through Q61E24 Series< Second Disability Income

See Q59ep-Q59e4 Series - "How to ask series" for instructions.

L. RETIREMENT AND PENSIONS

The screen names for the Retirement and Pension items (shownin the Items Booklet) are:

Q62a through Q62E34

>Q62a and Q62b< Anyone receive any pension or retirement income, or any other type of retirement income and who

Many employers offer retirement or pension programs for their employees. This question is concerned with receipt of retirement or pension income by persons who retired at the usual retirement age for their particular job, that is, persons who were not forced to retire early for reasons of injury or ill health. Include in this item regular income from annuities or paid­up life insurance policies as well as IRA, KEOGH, or 401(k) accounts. Do not include Social Security income here.

Suggestion: Some persons who receive pension or retirement income cannot recall the amount. According to experienced CPS FR's, you can probe for the amount by asking if the person received a Form 1099-R or RRB-1099 for tax preparation purposes.

Form 1099-R, "Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc." -- persons who receive pension or retirement income from a plan also receive this form. Most 1099-R's are not attached to income tax forms.

Form RRB-1099, "Payments by the Railroad Retirement Board" -- persons who receive U.S. Railroad Retirement income also receive this form. Each beneficiary will receive his/her own form RRB-1009.

Item Q62a requires a "Yes" or "No" response for the household. Item Q62b is asked when you receive a "Yes" response to Q62a. In Q62b, enter the line number of each person who received pension income.

NOTE: The parenthetical phrase "Other than Social Security/other than VA benefits/Other than Social Security or VA benefits" is displayed if Social Security or veterans' payments had been previously recorded.

Be certain to ask "Anyone else?" to ensure that all recipients in the household are accounted for. Enter precode <N> for "No more" when all persons have been recorded.

>Q62c< Source of income

Item Q62c is asked for each person whose line number was entered in Q62b. The most common types of retirement and pension income are listed as precodes <1> to <7> in item Q62c.

Do not read the list of pension and retirement income sources unless you feel the respondent is having difficulty answering the question.

Enter precode <8> "Other sources or don't know" LAST. When you enter this precode, the instrument takes you to Q62c­oth where you can specify the source. You will then continue with Q62E1p.

Enter precode <N> for "NO OTHER SOURCES OF INCOME" when all sources of income have been recorded.

A brief explanation of retirement and pension income sources is listed below:

Company or union pension (including profit­sharing)­­ received by a retired worker from a retirement or pension plan established by his/her previous employer or union.

Federal Government (Civil Service) retirement­­received by retired employees of the Federal government.

U.S. Military retirement­­received by retired military personnel who served for 20 years or more in the Armed Forces. Note that there is no listing in this item for veteran's payments. Veteran's payments are not the same as military retirement and should not be included anywhere in item Q62c.

State or local government pension­­received by retired employees of State government or local governments such as a county, city, or town.

U.S. Railroad Retirement­­received by former employees of the railroad. These payments are from the U.S. government and are similar to Social Security. A retired railroad employee may also be receiving a company or union pension from a retirement plan established by the railroad where he/she was employed.

Regular payments from annuities or paid­up insurance policies­­in order to provide additional income during retirement, many people purchase an annuity which guarantees regular income payments or convert their paid­up life insurance policies into monthly payments. These sources of income are to be included here.

Regular payment from IRA, KEOGH or 401(k) accounts­­Enter this precode for persons who mention IRA, KEOGH or 401(k) accounts as their source of retirement income. IRA and KEOGH accounts are savings plans that workers establish to provide them with benefits upon retiring. The two plans differ in that IRA plans are for wage­and­salary workers, and KEOGH plans are for self­employed workers.

A 401(k) plan is a thrift savings plan set up by employers to provide retirement benefits for their workers.

Other or don't know­­Enter this precode if the respondent received pension income that does not fit any of the other categories, or if the respondent does not know the source. Specify the source in Q62c­oth, if known.

>Q62E1p through Q62E14 Series< First Type of Retirement/Pension Payment Received Series

>Q62E2p through Q62E24 Series< Second Type of Retirement/Pension Payment Received Series

>Q62E3p through Q62E34 Series< Third Type of Retirement/Pension Payment Received Series

See Q59ep-Q59e4 Series - "How to ask series" for instructions.

Instructions: For each of the questions below, give the best answer.

1. In the space below, write the answer that correctly completes the following statement: The only time you should report the survivor benefits of a household member under age 15 is when:

Answer

2. In the space below, write the answer that correctly completes the following statement: When you report survivor benefits from estates or trusts, report only regular payments as opposed to - payments.

Answer

3. When you ask if anyone has a "health problem or disability which prevents them from working etc." in Q59a:

a. Does the health problem or disability need to have been job-related?

b. Does pregnancy count as a disability?

Answer

a.

b.

4. In the space below, write the answer that correctly completes the following statement: Worker's compensation payments are received by persons who:

Answer

5. In Q62c:

a. Should you include Veteran's payments as Military retirement?

b. Who receives Military retirement?

c. IRA plans are for - - workers.

d. KEOGH plans are for - workers.

Answer

a.

b.

c.

d.

M. INTEREST

The screen names for the Interest items (shown in the Items Booklet) are:

Q63A1 through Q63c4

What to include: Interest is the money which banks, savings institutions, businesses, governments, and individuals pay to other individuals for the use of their money. Some of the most important sources of interest income are savings accounts with banks, credit unions, and savings and loans. Other important sources of interest income are money market funds and certificates of deposit (time certificates), savings or other government bonds and interest on checking accounts. Interest earned in accounts in foreign countries should also be included.

Many people who have savings accounts have their interest credited to the account but do not actually withdraw any money. Include these amounts which are credited as interest income even though no money was taken out. Make sure to include even small amounts of interest, even if it's only $l.00.

Some banks or savings institutions may refer to the interest paid to persons with savings accounts as "dividends." Technically and for tax purposes, these "dividends" are interest and should be included here. Interest credited to Individual Retirement Accounts (IRA's), KEOGH's, 401(k) plans and other types of non­taxable interest should also be included here.

What to Exclude: Exclude repayments to the principal of a loan, withdrawals of deposits from savings or checking accounts, and accrued interest on "uncashed" U.S. Savings Bonds. If U.S. Savings Bonds have been cashed, include as interest only the difference between the amount received and the original cost.

>Q63A1 through Q63A3< Investments which pay interest.

This 3­part question covers most of the major sources of interest income.

Savings certificates and money market funds are obtained from or managed by banks and other financial institutions and are special forms of savings accounts.

Bonds and treasury notes include U.S. Savings bonds and other marketable bonds, and notes and securities. Some of these pay interest on a periodic basis while others pay interest at the end of a specified time period or when cashed. Include checking accounts which earn interest in the third part of this question. Also, include interest credited to thrift savings plans.

Suggestion: If the person does not remember having any interest income, experienced CPS FR's recommend that you ask him/her if he/she had to fill out a Schedule B when he/she did the taxes. If the person did fill out a Schedule B, chances are that he/she will remember not only whether he/she had any interest income, but also how much interest income he/she had.

Be aware that some respondents will give you interest income for persons under age 15. In such cases, make sure you do not report that income.

>Q63b< Who received interest

A "Yes" or "No" response is required for each of the 3 parts of Q63A. If the respondent replies "Yes" to Q63A1, Q63A2 or Q63A3, you will proceed to Q63b and enter the line number of all household members receiving interest payments. If the response to all parts of Q63A is "No," you will skip to Q64a.

If a single source of interest is held jointly by one or more household members, enter in Q63b the line number of all household members involved and use the <A> Already included option when asking the amount for the second person.

>Q63cp through Q63c4< Amount received in interest from all sources

These items are asked for each person whose line number is entered in Q63b. Record the total amount of interest, rounded to the nearest dollar, received by each person from all sources.

In the case of a joint ownership of interest income sources, separate the amount of interest, if possible, and record the amounts separately. If the respondent cannot separate the amount, include the entire amount for one of the joint owners and enter precode (A) "Already included" for all other joint owners.

In the case of U.S. Savings bonds series E, F, and J, include the interest only if the bonds were cashed during 1995.

This item should include the entire amount received from all sources.

See Q59ep-Q59e4 Series - "How to ask series" for instructions.

N. DIVIDENDS
The screen names for the Dividends items (shown in the Items Booklet) are:

Q64a through Q64c4

What to include: Some people make investments by purchasing shares of stock in corporations or mutual funds. A mutual fund is an investment entity managed by a money management company where investors pool their money to invest in stocks and bonds that meet the objective of the particular fund. The mutual fund investors receive profits in the form of dividends. Include dividends from investments made in foreign countries.

>Q64a and Q64b< Anyone own any shares of stock in corporations or any mutual fund shares and who.

Emphasize the word "stock" when reading this question since stocks are the main source of dividends, which are the income source we are concerned with here.

You will read the lead­in phrase (At any time during 1995, did anyone in this household) only if the answer in the previous series was "Yes." Otherwise, just read the body of the question. The computer will automatically bring up the correct lead-in/body.

A "Yes" or "No" response is required in Q64a for the household. If you receive a "Yes" response to Q64a, ask Q64b and enter the line number for all household members owning stock in corporations or any mutual funds. If the response to Q64a is "No," the instrument skips to Q65a.

Again, if the stocks or mutual funds are held jointly by one or more household members, enter in Q64b the line number of all persons involved. Ask "Anyone else" until a "No" answer is received. Then enter precode <N> and continue.

>Q64cp through Q64c4< Amount received in dividends from stocks and mutual funds during 1995.

The Q64c series is asked for each person whose line number is entered in Q64b. Record the amount rounded to the nearest dollar. In the case of joint ownership of stocks or mutual funds, separate the amount of dividends, if possible, and record the amounts separately. If the respondent cannot separate the amount, include the entire amount for one of the joint owners and enter precode <A> for "already included" in Q64cp or Q64c for all other joint owners. Enter precode <X> for "None" in Q64c if no dividends were received.

Be sure to exclude any capital gains payment to holders of stocks or mutual funds. Also, do not enter precode <A> "already included" to combine income sources (such as dividend amounts with interest amounts).

Interest and dividend amounts must be separated. If the respondent is unable to separate the amounts, include the entire amount as interest (Q63c). At Q64c, make a note of this by using the F7 key. After making the note, enter one dollar (1) under dividends (Q64c).

As in the case of interest, dividends are often automatically reinvested. In such cases, the recipient earns dividends, even though he/she does not receive dividend payments. Be sure to include both reinvested dividends and those actually received by recipients in this item.

See Q59ep-Q59e4 Series, - "How to ask series" for instructions.

O. PROPERTY INCOME

The screen names for the Property Income items (shown in the Items Booklet) are:

Q65A1 through Q65c2L

Net Rental Income:

Net rental income is the total money received from the rental of land, buildings, or real estate, or from roomers or boarders, less all rental expenses.

Net rental income of property (including farm property) is cash rent received from property, less the expenses incurred by the landlord in connection with the property. Expenses include depreciation, taxes, repairs, insurance, interest paid on mortgages, fees paid for a real estate agent's commissions, etc. Do not include permanent improvements on property as expenses.

Net rental income from roomers and boarders is the total cash receipts less all expenses, such as the cost of food served to boarders, laundry, share of the rent used to pay the wages of a housekeeper for cleaning, share of the rent used to pay for the house (or the estimated share of the taxes, depreciation, interest, etc.).

What to exclude: The following types of income should not be reported as property income in items Q65A1 through Q65c:

Rental income received by self­employed persons who earn their living by renting real estate (land, buildings, etc.) or by renting other items (tools or equipment). This should be included as business income in either item Q48b or Q49B.

Net income from the operation of a rooming or boarding house (five or more roomers or boarders under one roof). This also should be included as business income in either item Q48b or Q49B.

Royalties:

Net Royalties consist of total cash from royalties less expenses. Royalties include income from oil, gas, and other mineral rights, income from patents, copyrights on literary works, trademarks, formulas, and so on. Expenses against royalties include depletion allowances, depreciation, office rent, legal fees, clerical help, interest, taxes, and similar items.

In certain cases, royalties could be earned primarily from a person's major occupational activity. For example, a professional self­employed writer may receive royalties as his/her primary income. In this case, consider this as self­employed income and report it in either Q48b or Q49B.

Estates or Trusts:

Estates or trusts include periodic payments from an estate or trust fund. However, exclude lump­sum, one­time receipts from these sources.

>Q65A1 through Q65b< Income from rent, royalties, or from estates or trusts Who?

Special care is needed in this item to ensure that income of these types has not already been included in items Q48b and Q49B for self­employed persons. In item Q65b, self­employed persons will be identified by an "X" in the self­employed column next to the line number. When a self­employed person is reported as receiving income from rent or royalties, ask if the amount received was already reported in his/her yearly earnings.

Enter the line number of a self­employed person only if the amount received in rent or royalties was not already included in his/her yearly earnings. If there is doubt as to whether this income was already reported, the amounts entered in Q48b and Q49B2 may be seen by entering precode <H> for "Help­­Self­ employed income reported."

A "Yes" or "No" response is required for each question Q65A1, Q65A2 and Q65A3. If the respondent replies "Yes" to Q65A1, Q65A2 or Q65A3 you will ask Q65b, and enter the line number of all household members who received income from rent, royalties, estates or trusts in 1995. If the response to Q65A1, Q65A2 and Q65A3 is "No," you will proceed to Q66a.

In the case of joint ownership, enter in Q65b the line number for all persons involved. Enter precode <N> for "No more" when all persons have been recorded.

>Q65cp through Q65c2L< Amount received

The parenthetical phrase will be based on the yes/no entries to items Q65Al through Q65A3. Enter the amount, rounded to the nearest dollar, received from these sources after expenses. It is important to attempt to get annual amounts in Q65A1.

In the case of joint ownership, separate the amounts and record them separately. If the respondent cannot separate the amounts, include the entire amount for one of the joint owners and enter precode <A> "already included" for all other joint owners. Again, do not use the "already included" precode to show that the income received from this source has been included elsewhere.

If the person received no money, enter precode <X> for "None." If the respondent reports a loss, enter precode <L> for "Lost" and record the amount lost in "Q65cL," which will be displayed on the same screen.

>Q65cp< Periodicity item

Enter annual, quarterly, monthly, weekly, or other as the time frame by which the respondent received his/her income. If precode is <1> "annual" the instrument will check tolerances and verify

out-of-range entries. If precodes <2> through <5> are entered and an amount has been entered in Q65c, the instrument will go to Q65c2. If precodes <2> through <5> are entered and an amount has been entered in Q65cL, the instrument will go to Q65c2L.

NOTE: You will not collect periodicity amounts if precodes 2-5 are recorded. If an amount is reported, other than yearly, you will ask for an annual estimate.

>Q65c2< Best estimate - Earnings

This is an attempt to obtain the respondent's best estimate of their annual NET EARNINGS during 1995. This item will display the previous entries to items Q65c and Q65cp.

>Q65c2L< Best estimate - Loss

This is an attempt to obtain the respondents best estimate of their annual LOSS during 1995. This item will display the previous entries to Q65cl and Q65cp.

P. EDUCATION ASSISTANCE

The screen names for the Education Assistance items (shown in the Items Booklet) are:

Q66a through Q66h4

>Q66a< Anyone attend college, university, or other schools

This question is designed to identify persons who may be receiving income to assist in paying for their educational expenses.

Include as "school beyond the high school level" junior or community colleges, 2­year or 4­year colleges, universities, vocational, technical or professional school. Include full-time and part-time students in both day and night classes.

A "Yes" or "No" response is required in item Q66a for the household. Enter "Yes":

if the person is enrolled in one of the above schools regardless of whether he/she is working toward a degree or diploma;

if the person audited or took courses for no credit but also took courses for credit.

Enter "No" for persons who only audited courses.

If the person responds "Yes" to this item, you will ask Q66b; otherwise, you will skip to item Q70a.

>Q66b and Q66c< Anyone receive any educational assistance during 1995 and who

Make sure that the income you report here (from teaching, lab assistance, etc. as part of a scholarship or fellowship) has not already been reported as earnings in Q48 and Q49. Enter "Yes" in Q66b for money received to assist in paying educational expenses. Include scholarships, fellowships, grants, and money received for tuition, books, and living expenses.

NOTE: The student does not have to receive the money directly in order to have received this assistance.

If the respondent replies "Yes" to Q66b, you will ask Q66c (except in one-person households) and enter the line number for all household members that received educational assistance in 1995. Enter precode <N> for "No more" when all persons have been recorded. If the respondent replies "No", you will proceed to item Q70a.

>Q66d< Type of Assistance

Item Q66d is asked for all persons whose line number is entered in Q66c. If the respondent does not know the source of the assistance, enter the "Other assistance" precode. Be sure to exclude loans or assistance from other household members.

A brief description of each of the sources of education assistance is shown below:

Pell Grant ­­ received by undergraduates attending college who have qualified based on need. The amount of the grant will not exceed $2,400 per academic year.

Some other government assistance ­­ included here are Supplemental Educational Opportunity Grant (SEOG) payments and other scholarships, fellowships, and grants from State, local, or the Federal government that are not received directly from government sponsored universities or colleges.

Scholarships, grants, etc. from the school ­­ include scholarships, grants, etc. received directly from universities, colleges, or any post secondary schools.

Other assistance (employers, friends, etc.) (Exclude assistance from household members) ­­ all other sources of funds received for educational purposes should be included here. Scholarships from private organizations and businesses, educational assistance from employers for work related educational courses, and assistance from friends or relatives not living in the household.

>Q69F88< Amount received in Pell Grant

This question will be asked if the person reported receiving a Pell Grant. Record the response, rounded to the nearest dollar. You will not collect Pell Grant assistance on a periodicity basis.

Note: For amounts $50,000 and over, enter $49,999.

>Q66hp through Q69h4< Amount received in (other) educational assistance.

This question will be asked if the respondent received any educational assistance other than a Pell Grant, and any educational assistance in addition to a Pell Grant.

Since scholarships, grants, etc., are sometimes received once or twice a year, they may appear to be "one­time" payments. You want to include these payments here regardless of how often they were received.

See Q59ep-Q59e4 Series, - "How to ask series" for instructions.

Instructions: For each of the questions below, give the best answer.

1. In Q63c and Q64c (where you report interest and dividend amounts, respectively):

a. You should report the amount actually received (answer yes or no).

b. You should also report amounts credited or reinvested (answer yes or no).

c. Whenever possible, you should report joint amounts separately (answer yes or no).

Answer

a.

b.

c.

2. When you ask Q64a, "At any time during 1995 did anyone in this household own any shares of stock in corporations ... ?":

a. What word should you emphasize?

b. Why?

Answer

a.

b.

3. In the space below, write the answer that correctly completes the following statement: When you report income from rent and royalties [and estates/trusts], you should always report the income LESS .

Answer

4. In the space below, write the answer that correctly completes the following statement: When a SELF-EMPLOYED person is reported as receiving rental income in Q65A1, you should probe to make sure that .

Answer

5. In the space below, write the answer that correctly completes the following statement: If a person is reported as receiving income from teaching, lab assistance, etc. as part of a scholarship or fellowship in Q66b, you should probe to make sure that

.

Answer

Q. CHILD SUPPORT AND ALIMONY

The screen names for the Child Support and Alimony items (shown in the Items Booklet) are:

Q70a through Q71c4

What to include: Child support is money received from parents for the support of their children. In some cases, child support payments may be paid through a welfare agency or a court. These payments should be considered as child support.

What to exclude: Do not include as child support money received from relatives or friends other than the parent. Also, do not include the actual AFDC payment as child support.

>Q70a and Q70b< Anyone receive any child support payments and who

Item Q70a is asked in all households to determine if any household member received child support payments. The line number of the person(s) who received these payments is entered in Q70b. Enter precode <N> for "No more" when all persons have been recorded. If adults received payments on behalf of the children, enter the line number of the adult receiving these payments.

>Q70cp-Q70c4 Series< "Child Support Series"

See Q59ep-Q59e4 Series - "How to ask series" for instructions.

>Q71a and Q71b< Anyone receive alimony payments and who

What to include: Alimony is money received periodically from a former spouse following a divorce or separation.

Item Q71a is asked to determine if any household members received alimony payments and Q71b identifies who received these payments. Enter precode <N> for "No more" when all persons have been recorded.

You will only read the lead­in phrase (During 1995 did anyone in this household receive) if the respondent answered "Yes" to receiving child support payments.

>Q71cp-Q71c4 Series< "Alimony Payment Series"

See Q59ep-Q59e4 Series - "How to ask series" for instructions.

R. REGULAR FINANCIAL ASSISTANCE

The screen names for the Regular Financial Assistance items (shown in the Items Booklet) are:

Q72a through Q72c4

What to include: Include as financial assistance money received regularly (weekly, monthly, etc.) from persons outside the household such as voluntary contributions by relatives or friends, money received by parents from children not living with them and voluntary allotment checks sent by Armed Forces members.

What to exclude: Exclude occasional gifts or contributions. Do not include income already reported as educational assistance.

>Q72a and Q72b< Anyone regular financial assistance from friends or relatives and who

Enter "Yes" in Q72a for any cash payments, other than loans, received by household members from relatives or friends not now living in the household. In cases where the regular financial assistance payments go to all household members, report only the income received by persons age 15 and older.

The lead­in phrase (During 1995 did anyone in this household receive) is only read if the respondent reported receiving alimony payments in the previous question.

The parenthetical phrase "any other" is displayed if alimony or child support income was reported in items Q70a or Q71a.

Enter the line number(s) of the person(s) receiving the financial assistance in Q72b. Ask "Anyone else" until you receive a "No" answer. Then enter precode <N> and continue.

>Q72cp-Q72c4 Series< "Regular Financial Assistance Series"

See Q59ep-Q59e4 Series - "How to ask series" for instructions.

S. OTHER MONEY INCOME

The screen names for the Other Money Income items (shown in the Items Booklet) are:

Q73A1 through Q7324

Items Q73A1 through Q7324 are designed to catch income which has been missed by the previous series of questions. As an example of the types of income that may be missed, consider the case of a person who was a nonworker in 1995, that is, he/she reported that he/she did not work in Q29a and Q29b and therefore skipped over the questions on business or farm interests. Item Q73A1 and Q73A2 should pick up these kinds of missed income.

Also, these questions should pick up small amounts of income that the respondent may have neglected to mention elsewhere during the interview. For example, include funds from the Alaska Permanent Fund which are paid to qualified residents of the State of Alaska.

Sources of Income to exclude

Do not include as income in items Q73A1 and Q73A2 or elsewhere on the questionnaire:

Pay "in kind" such as free meals, free rent, supplies received in addition to or in place of cash wages.

Expense accounts.

Money received in one lump­sum from insurance policies, lottery, estates, trusts, inheritance, gifts, etc. (Annual lottery payments are considered income, not one-lump sums.)

Occasional gifts of money from persons not living in the household.

Any exchanges of money between relatives living in the same household except when the money is earned by working in a business operated by another family member.

Cash received from selling one's own house, car, or other personal property.

Profits or loss from the sale of personally owned stocks (capital gains).

Withdrawals of savings from banks, or money obtained from the sale of U.S. Savings Bonds, or other assets. The difference between the amount received from the sale of U.S. Bonds and the original cost is interest and should be reported as such in item Q63c.

Money borrowed from a bank, finance company, relatives, or other sources.

Refunds of money for merchandise purchased but returned, refunds of overpayment of taxes, refunds of money deposited as an option for the right to purchase, rebates from the purchase of automobiles, etc.

Reimbursements for medical bills paid through the Medicare Program.

Money withdrawn from retirement plans, not used as a source of retirement income.

Rent supplements received in cash.

>Q73A1 through Q73A1b< Anyone receive income from: Hobbies, home businesses, farms, or business interests not already covered and Who

If the household response is "No," you will skip to Q73A2. If the household response is "Yes," you will proceed to Q73A1b and determine who received this income. Enter precode <N> for "No more" when all persons have been recorded.

>Q73A1c< Source of income and amount received in 1995

For each person whose line number is entered in Q73A1b, ask the exact source of the income and record it in Q73A1c. If more than one source is received by an individual, try to record ALL sources in Q73A1c and if possible ALL amounts in Q732. If for some reason this is not possible, then use the notes area (F7) to record each source and the amount from each source.

>Q731p through Q7314 Series< "Amount Series"

See Q59ep-Q59e4 Series, - "How to ask series" for instructions.

>Q73A2 and Q73A2b< Unemployment compensation, severance pay, welfare, foster child care payments or any other money income and who.

Sources of Income to include

Severance pay, whether received in a single amount or over a specified period of time, should be included in Q73A2.

Foster child care payments are payments to a person from the State or local welfare office in return for providing care to children placed in his/her name by the local welfare department. Do not consider the expenses incurred by the person in caring for the children when determining the payment amount.

Do not include the following as income in Item Q73A2 or elsewhere on the questionnaire:

Pay "in kind" such as:

free meals,

free rent,

supplies received in addition to or in place of cash wages.

Expense accounts

Money received in one-lump sum from insurance policies, lottery, estates, trusts, inheritances, gifts, etc. (Annual lottery payments are considered income, not one-lump sums.)

Occasional gifts of money from persons not living in household.

Any exchanges of money between relatives living in the same household except when the money is earned by working in a business operated by another family member.

Cash received from selling one's own house, car, or other personal property.

Exclude profits or loss from sale of personally owned stocks (capital gains).

Withdrawals of savings from banks, or money obtained from the sale of U.S Saving Bonds, or other assets. However, the difference between the amount received from the sale of U.S. Bonds and the original cost is interest and should be entered in Item 66C.

Money borrowed from a bank, finance company, relatives, or other sources.

Refunds and rebates such as:

Refunds of money for merchandise purchased but returned,

Refunds of over payments of taxes,

Refunds of money deposited as an option for the right to purchase,

Rebates from the purchase of automobiles, etc.

Reimbursements for medical bills paid through the Medicare Program.

Money withdrawn from retirement plans not used as a source of retirement income.

Rent supplements received in cash.

See Q73A1 through Q73A1b for instructions.

>Q73A2c< Source of income in 1995

See Q73A1c for instructions.

>Q732p through Q7324 Series< "Amount Series"

See Q59ep-Q59e4 Series, - "How to ask series" for instructions.

Instructions: For each of the questions below, give the best answer.

1. In the spaces below, write the answer in parenthesis that correctly completes the following statement: When you ask about "child support" in Q70c, you:

a. Should (include/not include) money received from anyone other than the parent.

b. Should (include/not include) any AFDC income received.

Answer

a.

b.

2. In the spaces below, write the answers that correctly complete the following statement: When you report "other financial assistance" in the Q72 series:

a. Include any income received (for example: weekly, monthly, etc.) from persons outside the household.

b. Do not include income already reported as assistance in Q69F88 or Q66h.

3. When you ask about "other money income" in Q73A1, there are a number of things you should not include. Name two of them:

Answer

a.

b.

T. HEALTH INSURANCE

The reason for asking the Health Insurance items is to calculate the number of persons who have health coverage, since it is a major factor affecting the economic well-being of the population. The questions have been designed to address the needs and recommendations of the users of health insurance data and recommendations made by CPS FR's to improve question wording.

The screen names for the Health Insurance items (shown in the Items booklet) are SHI1 through SHI25 (covering both adults and children). The items will allow us to collect quality data on:

private health insurance information on a policy basis, NOT on a person-by-person basis.

both previous year and current year coverage.

information for adults and children together.

information on current health status of individuals.

The health insurance items ask questions about private health insurance coverage before asking about Medicare, Medicaid, and other kinds of insurance such as CHAMPUS, CHAMP-VA, VA, Indian Health Service, etc.

Basically, the Health Insurance items ask about:

Government-sponsored health insurance programs; and,

Private (non-Government) health insurance programs.

Some respondents may think that health insurance coverage refers to the actual use of a health plan in paying health care costs. Respondents should be made aware that health insurance coverage refers to the whether or not they were covered by health insurance and not necessarily the actual use of the plan for paying health care costs.

The screen names for the Health Insurance items (shown in the Items Booklet) are:

SHI1 through SHI25

>SHI1< Introduction to health insurance questions

The introduction tells the respondent that we are asking about the entire calendar year and that the questions apply to ALL household members.

Private (Non-Government) Health Insurance

>SHI2 through SHI4< Anyone covered by a health plan; Who and

Who else in this household was covered?

Item SHI2 focuses on health insurance plans provided through the current or former employer or union and does not cover plans purchased privately.

Enter <1> if any household member:

received health insurance coverage in his/her own name through their current or former employer or union.

was covered by more than one policy, and at least one of the policies was in the person's own name and was provided through a current or former employer or union.

Do NOT include military health plans here. Military health plans will be covered in question SHI18.

Insurance plans that pay only in the case of an accident or disability should not be considered as health insurance plans.

Suggestion: If the respondent does not know the answer when you ask SHI2 and you should probe using specific examples of health insurance plans, such as Blue Cross Blue Shield, Aetna, etc.

In items SHI3 and SHI4 enter who in the household was the policyholder and who else in the household was covered by the plan. These two questions do not appear for single person households.

Enter as many line numbers as appropriate. Ask "Anyone else?" until you receive a "No" response; then enter <N>.

Enter as many line numbers as appropriate to identify those persons on the household roster who were covered under the person's plan. Ask "Anyone else?" until you receive a "No" response; then enter <N>.

>SHI5< Cover anyone living outside this household.

The purpose of this item is to determine whether the health insurance plan covered anyone living outside the household. Persons not in the household covered by the plan could include a spouse, a child or children, or anyone else covered by the plan.

>SHI6< Former or current employer or union pay for all, part, or none of the health insurance premium.

If the person was covered by several health insurance plans during the year, tell him/her to answer the question for the health insurance plan they had the longest.

Suggestion: Experienced CPS FR's recommend that you probe to ensure that the answer you get reflects the employer's contribution towards the employee's health insurance premiums (and not the employer's contribution towards the employee's health care costs or bills).

>SHI7 through >SHI10< Anyone covered by a plan that they purchased directly; Who and Who else? Anyone living outside this household covered?

Enter <1> in SHI7 if any household member had:

coverage provided through a health insurance policy they purchased directly, which was not related to their current or past employment and was not government sponsored.

coverage through a Health Maintenance Organization (HMO) plan they purchased directly, which was not related to current or past employment and was not government sponsored.

coverage by more than one policy, of which at least one was purchased directly by the person.

A health insurance plan that only pays in cases of accident or disability should not be included as a private health insurance plan.

Some persons who do not qualify for Social Security or Railroad Retirement benefits consequently are not eligible for Medicare and must pay premiums for Medicare parts A and B. This type of coverage should not be reported as a private health insurance plan.

In items SHI8 and SHI9 enter who in the household was the policyholder of the privately purchased plan and who else in the household was covered by the plan. These two questions do not appear for single person households.

Enter the line number(s) of the policyholder(s). Ask "Anyone else?" until you receive a "No" response; then enter <N>.

Enter as many line numbers as appropriate to identify those persons on the household roster who were covered under the person's plan. Ask "Anyone else?" until you receive a "No" response; then enter <N>.

Item SHI10 is designed to find out if someone outside the household is covered by the health plan that was purchased directly.

>SHI11 and SHI12< Anyone covered by the health plan of someone who does not live in this household and Who?

Purpose: Item SHI11 will be used to provide information on household members covered by policies of non-household members.

Enter <1> in SHI11 if any household member was covered by a government-sponsored and/or private (non-government) health insurance plans that were purchased directly, and/or were related to the policyholder's current or past employment.

In item SHI12, enter who in the household was covered by a health plan from a person living outside this household. This question does not appear for single person households.

Enter as many line numbers as appropriate to identify those persons on the household roster who were covered by the health plan of someone who did not live in the household. Ask "Anyone else?" until you receive a "No" response; then enter <N>.

Government-Sponsored Health Insurance

>SHI13 and SHI14< Anyone covered by Medicare and Who?

Medicare is the Federal program which helps pay health care costs for persons 65 and older and for certain persons under 65 with long-term disabilities. Almost all Social Security recipients are covered by Medicare.

Medicare consists of two parts, A and B:

Part A is called the Hospital Insurance Program. It helps pay for in-patient hospital care and is available to everyone age 65 or over.

Persons who are eligible for either Social Security or Railroad Retirement benefits are not required to pay a monthly premium. However, anyone who is age 65 or over and does not qualify for Social Security or Railroad Retirement benefits may pay premiums directly to Social Security to obtain coverage for Part A of Medicare.

Part B is called the Supplementary Medical Insurance Program. It is a voluntary plan which builds upon the hospital insurance protection provided by the basic plan. It helps pay for doctor and surgeon services and outpatient services not already covered under the hospital insurance.

If the person elects this additional insurance, the monthly premium ($46.10 in 1995) is deducted from his/her Social Security or Railroad Retirement checks. Those persons who do not qualify for Social Security or Railroad Retirement may arrange to pay a monthly premium directly to Social Security to obtain coverage for Part B of Medicare.

Purpose: Item SHI13 will be used to provide information on household members covered by Medicare.

In Item SHI14 enter as many line numbers as appropriate to identify those persons on the household roster who were covered by this health insurance plan. Ask "Anyone else?" until you received a "No" response; then enter <N>.

>SHI15 and SHI16< Anyone covered by Medicaid the government assistance program that pays for health care and Who?

Medicaid is a program administered at the State level, which provides medical assistance to the needy. Families with dependent children, the aged, blind, and disabled who are in financial need are eligible for Medicaid. Most SSI recipients are covered by Medicaid, as are most AFDC recipients and their dependents. Because it is administered at the State level, Medicaid may be known by different names in different States. In the States listed below, the local name for Medicaid is as follows (the state name will be listed in the question):

MEDI-CAL: California

WELFARE: Oregon

MEDI-KAN: Kansas

HealthQUEST: Hawaii

MEDICAL ASSISTANCE:

Alaska Michigan

Arkansas Minnesota

Colorado New Jersey

Delaware Oklahoma

D.C. Pennsylvania

Georgia Rhode Island

Idaho S. Carolina

Kentucky Texas

Louisiana Virginia

Maine Washington

Maryland Wisconsin

Massachusetts

If you are interviewing in one of the States identified above, a note will be displayed on the screen showing the State and the name for Medicaid in that State.

Report persons covered by State-sponsored plans as receiving Medicaid.

Because the names sound somewhat alike, respondents may be unsure whether they received benefits from Medicare or Medicaid. If you encounter confusion, help the respondent by explaining the difference between the two programs. An explanation of each is displayed on the screen. It is possible for persons to be covered by both Medicare and Medicaid.

Purpose: Item SHI15 will be used to provide information on household members covered by Medicaid.

Enter <1> in SHI15 if any household member was covered by Medicaid.

In item SHI16, enter who in the household was covered by Medicaid. This question does not appear for single person households.

Enter as many line numbers as appropriate to identify those persons on the household roster who were covered by Medicaid. Ask "Anyone else?" until you receive a "No" response; then enter <N>.

>SHI17< Number of months covered by Medicaid/local name

Obtain the total number of months the person was covered by Medicaid in 1995, and enter the number of months.

>SHI18 through SHI20a< Anyone covered by Military, and Other Health Insurance; Who and What plan?

Purpose: The purpose of these items is to identify those persons covered by military health care plans (such as CHAMPUS, CHAMP-VA, VA or military health care), the Indian Health Service and any other kind of health insurance not included in the previous health insurance questions.

CHAMPUS and Military Health Care are programs designed to provide medical services to current Armed Forces members and their dependents, retired Armed Forces members, and survivors of retired or active duty personnel:

CHAMPUS (Comprehensive Health and Medical Plan for the Uniformed Services) provides health care in private facilities for these individuals.

Military Health Care provides health care on military bases for these individuals.

VA provides medical assistance to veterans of the Armed Forces, particularly those with service-connected ailments.

CHAMPVA is the Civilian Health and Medical Program of the Department of Veteran's Affairs. CHAMPVA is a medical program through which the Department of Veteran's Affairs helps pay for medical services obtained from civilian sources by eligible veterans, veteran's dependents, and survivors of veterans.

The Indian Health Service (IHS) is a health care program through which the Department of Health and Human Services provides medical assistance to eligible American Indians at IHS facilities. In addition, the IHS helps pay the cost of selected health care services provided at non-IHS facilities.

In SHI19, enter as many line numbers as appropriate to identify those persons on the household roster who were covered by CHAMPUS, CHAMP-VA, VA or military health care. Ask "Anyone else?" until you receive a "No" response; then enter <N>.

In item SHI20a identify and record the type of plan.

>SHIC1 through SHIC3< Any other kind of health insurance and who. Type of insurance.

Purpose: The purpose of these new items is to obtain all other health insurance for the householder's particular state. This is another check to make sure we get all health insurance information from everyone in the household.

For item SHIC1, if the respondent says that any of the persons listed have the health insurance listed, enter precode <1>. Otherwise enter <2> and the instrument will go to the next question. Enter:

all the line numbers of insured persons in item SHIC2

ask "Anyone else?" until you receive a "No" response

then enter <N>.

Item SHIC3 is designed to determine what type of insurance the person has.

Current Health Insurance Coverage and Current Health Status

Purpose: The purpose of these new items is to determine the current health insurance coverage and current health status of persons.

Be sure to emphasize the period of coverage for these questions. Current health insurance coverage refers to coverage last week. The current health status questions refer to the present health status, that is the health status at the time of the interview.

>SHI21 through SHI23a< Current health insurance coverage

If anyone in the household was covered by any health insurance last week enter <1> "Yes" in SHI21. Otherwise enter <2> and the instrument will go to the next question. Enter all the line numbers of insured persons in item SHI22. Ask "Anyone else?" until you receive a "No" response; then enter <N>. Item SHI23a is designed to determine all types of insurance the person has.

>SHI24 and SHI25< Introduction and health in general.

The definitions of the terms used to describe the respondent's health status are subjective. There are no clear cut definitions of excellent, very good, good, fair, poor. Depend on the respondent's perception of his/her health status, and enter the precode that best reflects his/her answer.

U. EMPLOYER'S PENSION PLAN

The screen names for the Employer Pension items (shown in the Items Booklet) are:

Q74a through Q74b

Items Q74a­Q74b are asked for each person who worked at a job or business last year, as indicated by a "Yes" response to item Q29a or Q29b.

>Q74a and Q74b< Any employer or union have a pension or other type of retirement plan. Who is included in that plan.

The computer will automatically insert the parenthetical "any" in question Q74a if the person worked for more than one employer last year. If "Yes", you will ask Q74b for this person.

Item Q74a concerns the existence of a pension or other type of retirement plan on the job, regardless of whether the person is included in the plan. Item Q74b is intended to determine if the person participated in the plan.

A pension plan is a plan that provides income at retirement age based on either a percentage of the person's salary or wages, the years of service, or both. For example, a pension plan may provide a monthly payment of 80% of the person's monthly salary at retirement age.

Other types of retirement plans, such as stock option, profit sharing, and thrift savings plans provide benefits at retirement age based on the amount of money the person has accumulated in his/her plan by contributing:

his/her share of the company profits;

purchases of company stock; or,

savings allotments.

Stock option, profit sharing, and thrift savings plans may or may not be retirement plans. Include such plans only if the plan provides benefits at retirement age.

The phrase "employer or union" does not mean that the person must be a member of a union to respond "Yes". If an available union helps sponsor a pension or other type of retirement plan for any employees, enter "Yes" regardless of whether the person is a union member.

Exclude coverage under IRA and KEOGH accounts, since these are not employer-provided plans. Exclude Social Security, Railroad Retirement, and Veterans' Pensions.

Suggestion: Some respondents may not consider their pension or retirement plan as such because they know the plan by a specific name. Experienced CPS FR's recommend that you probe by mentioning some examples of employer-provided pension and retirement plans, such as 401k plans, the Federal Government Thrift Savings plan, etc.

>SUNITS< Number of housing units in structure.

Only ask this question if you cannot determine it by just looking at the structure. Enter the appropriate precode for this question.

Instructions: For each of the questions below, give the best answer.

1. When would you enter <1> in SHI2 for the household members health insurance?

Answer

a.

b.

2. Spell out the following acronyms:

a. CHAMPUS

b. CHAMPVA

Answer

a.

b.

3. In order to record "Yes" to Q74a, does the person have to be covered by the pension/retirement plan?

Answer

V. SCHOOL LUNCHES
The screen names for the School Lunch items (shown in the Items Booklet) are:

Q80 and Q83

>Q80< How many children, ages 5-18 ate hot lunch at school

This question is asked in households that have children ages 5­18 to:

determine the number of children in the household who usually (defined as more than half the time) ate the complete hot lunch offered by the school, and

narrow down the number of households where you should ask about the Federal School Lunch Program (item Q83).

For purposes of this question, "usually" means more than half the time: either half the year or half the week.

NOTE: The remainder of the supplement questions are asked only in households with total annual family income less than $50,000, blank or refused.

>Q83< How many children received free or reduced price lunches

This question will determine the number of participants in the Federal Government's School Lunch Program. This number along with the total number of children identified as eating lunch offered at school (item Q80) will give the proportion of children participating in the program, and, along with the family income, will approximate the proportion of eligible children participating in the program.

The Federal School Lunch Program is sponsored by the U.S. Department of Agriculture and Food and Consumer Service which subsidizes the cost of all school lunches in the country. In addition to these standard subsidies, students whose household income falls below a certain level are eligible to receive their lunches free or at a reduced price. In order to qualify, the household must apply to the local school district and the district determines which students qualify for this additional aid.

W. PUBLIC HOUSING

The screen names for the Public Housing items (shown in the Items Booklet) are:

Q85 and Q86

These items are asked only if the housing unit is rented or if tenure is not known and if total annual family income is less than $50,000 or the family income item was blank or refused. These items will not be asked if the unit was owned. All these items together, along with other data from this supplement, form a composite picture of the housing situation.

>Q85< Is this house in a public housing project.

Public ownership means that the owner is a local or State government agency.

Enter "Yes" if the unit is in a structure which is owned by a local housing authority, or other local public agency such as a housing and redevelopment authority or a housing development agency. These organizations may receive subsidies from the Federal or State Government, but the local agency owns the property.

To live in such a project, the occupant must apply to the local housing authority. Do not count as in a public housing project, houses that were purchased by local governments as part of road building or other projects. Also, do not count governors' mansions or mayors' homes, or residences for government officials which are provided by the jurisdiction.

>Q86< Paying lower rent because the Federal, State, or local government is paying part of the cost

This item is asked if the response to Q85 is "No." Enter "Yes" if the person pays a lower rent because the government is paying part of the cost of construction, building mortgage, or operating expenses. Otherwise, enter "No."

Described below are six types of programs the government sponsors to help people pay part of the cost of housing.

1. HUD Section 8 Rental Assistance Program

Rental assistance payments are made to the private owners of newly constructed or existing housing units on behalf of low-income tenants who applied to the local housing authority. The local government program for assistance to tenants pays 30 percent of household income for rent, with the Federal assistance payment making up the difference between the tenant's payment and a fair market rental, based on the rents for equivalent units in the area.

2. FHA Section 236

The Federal Housing Administration (FHA) finances the construction or rehabilitation of rental or cooperative detached, semi-detached, row, walkup, or elevator type structures primarily for lower­income families or individuals 62 years or older or handicapped, with priority in occupancy going to those displaced by urban renewal or other governmental actions; up to 10 percent of the units may be occupied by lower­income individuals under age 62 who are not handicapped.

Assistance for mortgages insured under Section 236 is provided in the form of periodic interest­reduction payments to the mortgagee on behalf of the mortgagor, which serve to reduce interest costs on a market­rate project mortgage.

These payments enable rentals to be reduced to a basic rental charge, determined for each unit on the basis of operating the project with such payments. A tenant or cooperative member pays either the basic charge or a greater amount, which represents 35 percent of his/her income, but does not exceed the fair market rental charge. This is determined on the basis of operating the project without any interest­reduction payments.

3. FHA Rent Supplement Program

Under this program the FHA pays part of the rent for low­income families and individuals occupying certain types of HUD­assisted rental housing projects. To be eligible for assistance under the program the family or individual must have an income below a certain maximum set for the area.

The family or individual is required to spend at least 25 percent of their income for rent. The difference between this amount and the rent charged for the unit occupied by the family or individual is paid by the FHA to the project owner. This FHA payment is known as the rent supplement payment.

4. Housing for Elderly -­ Direct Loan Program

Under this program (also known as the "Section 202" program), HUD makes 100 percent loans for a maximum term of 50 years to nonprofit organizations. This housing is for older people with incomes too high for public housing but too low to pay rent in the regular private housing market.

The low­interest payments permit the nonprofit organization to charge lower rents. Churches, labor unions, fraternal organizations, and civic clubs are generally the owners of these projects.

5. Below Market Interest Rate

Under FHA's "below market-interest rate" programs, the amount of interest paid on the mortgage by the project owner is reduced so that the owner can charge rents which can be afforded by families and individuals of low and moderate income. The FHA pays the mortgage lender the difference between the interest payment required at the market rate and the lower interest payment made by the owner.

For example, if the market interest rate were 14­3/4 percent and the owner was paying interest at the rate of 9 percent, the difference of 5­3/4 percent would be paid by FHA to the lender.

These FHA "below­market interest rate" programs are also referred to as the "Section 221BMIR" program, or the "Interest subsidy" program.

6. Farmers' Home Administration Rental Program

In rural areas and towns of up to 20,000 population outside metropolitan areas, or 10,000 inside metropolitan areas, the Department of Agriculture program offers rental assistance to tenants of rental units built under this direct loan program. The tenants pay 30 percent of their income and the FMHA pays the remainder of the rent (up to a flexible ceiling determined by the difference between operating cost of the project and the cost of repaying the loan on the project).

X. FOOD STAMPS

The screen names for the Food Stamps items (shown in the Items Booklet) are:

Q87 through Q904

>Q87< Receive food stamps during 1995

The Food and Consumer Service (FCS) of the Department of Agriculture administers the Food Stamp program through State and local welfare offices. Food stamps are benefits intended to provide low-income and low-resource households with benefits which can be used to purchase food.

Food stamps are mainly issued in the form of coupon books. In some areas of the country, however, food stamp benefits are also being issued in the form of checks or deposited into an account accessed through the use of a plastic card (similar to a debit card). The plastic cards are used by the food stamp recipients to make purchases in grocery stores which are equipped to handle these types of transactions.

In selected areas of the country, households which are eligible for both AFDC (Aid to Families with Dependent Children) and food stamps receive their benefits in a combined check or a combined deposit to a bank account. If the respondent cannot separate these two amounts, record the full amount in Q59e4 and indicate in the NOTES section that part of the amount recorded in Item Q59e4 is for food stamps.

If food stamps were received at any time during 1995, enter "Yes" to proceed with item Q88. Otherwise, enter "No" to skip to item Q93.

>Q88< Who was covered by food stamps during 1995

Enter the line number in Q88 of current members of the household who were covered by food stamps during 1995. If all current members were covered, enter precode <A> for "All". Enter <X> if no one in the household received food stamps.

>Q90p-Q904 Series< "Food Stamps Series"

See Q59ep-Q59e4 Series, - "How to ask series" for instructions.

Y. ENERGY ASSISTANCE

The screen names for the Energy Assistance Items (shown in the Items Booklet) are:

Q93 through Q94

The Low Income Home Energy Assistance Program

The LOW­INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP) provides financial assistance to eligible households to help them pay their home energy costs. Each State has great flexibility in deciding how to distribute the money to poor households.

The Federal government provides the funds for this program to the States and made over $1 billion available for the last several winters. In addition to Federal funds, some States provided their own money for energy assistance.

Reference Period: The supplement items preceding item Q93 are tied to events that occurred in calendar year 1995. The energy assistance questions refer to the period between October 1, 1995 and the date of the interview or roughly within the past 6­l/2 months (include interview week in time frame). It is imperative that you emphasize this time frame when asking the energy assistance questions.

>Q93< Introduction to energy assistance program. Household received assistance from the Federal, State, or local government

Purpose: The purpose of this item is to determine if the household received any financial aid from a governmental source which was specifically intended to help pay for heating costs. These payments may be in the form of coupons, vouchers, or checks which are sent to a household member or these payments may be sent directly to an electric, gas company or fuel dealer.

How to Complete: Enter "Yes" if energy assistance was received by or on behalf of the household (either by a household member or sent directly to a utility company or fuel dealer) from the government at any time between October 1, 1995 and the date of interview. A "Yes" is to indicate that the payments were specifically intended to pay for a portion of the household's heating costs. You will continue with item Q94.

Enter "No":

If no energy assistance for paying heating costs was received by the household during the time frame, and end the interview.

If any other types of assistance listed in the section "Exclusions" below was received.

Exclusions: Do not include the following types of assistance listed below for item Q93:

Aid from non-government sources, such as relatives, utility companies, charities, or others.

Non­monetary relief such as free blankets, clothing, portable heaters, etc.

"Energy Conservation" aid provided by the government or utility company, such as insulation; furnace repairs; fixing broken windows, etc.

Other Public Assistance. Benefits for home energy needs are included in basic needs programs such as Aid to Families with Dependent Children, Supplemental Security Income, and/or housing subsidy programs. Recipients may confuse these benefits with assistance provided through the LOW­INCOME HOME ENERGY ASSISTANCE PROGRAM. Persons living in a public housing project (item Q85) or subsidized rental housing (item Q86) may confuse energy assistance with receiving shelter or utility subsidy or the fact that they live in a public housing project.

Basic needs programs and (housing) subsidy programs provide benefits each month of the year. In most instances, LOW INCOME HOME ENERGY ASSISTANCE is received only one or two times during the year.

This difference in the frequency of the receipt of benefits may help recipients distinguish LOW INCOME HOME ENERGY ASSISTANCE from assistance with home energy costs received in monthly basic needs program benefits or monthly housing subsidy benefits. If the household believes it received the assistance each month of the year (particularly during the reference period), then this assistance should not be counted as energy assistance; enter "No" in item Q93.

More than One Residence

The energy assistance questions apply to the household's experience at all residences where they lived during the reference period. For instance, if no such assistance was received at the current address, but was received in October 1995 at their old address, you should enter "Yes" for item Q93.

Eligibility

Federal law sets a limit as to the income a household can have to be eligible for the program. This income limit varies by family size. Each State is free to set a lower limit if it wants to.

Some households may be automatically eligible for the program if they received one or more of the following benefits:

Aid to Families with Dependent Children (AFDC)

Food Stamps

Supplemental Security Income (SSI)

Certain Veterans' benefits.

Each State is free to choose which types of households automatically qualify (if any). Additionally, States may extend automatic eligibility to households receiving benefits from General Assistance (GA) or other public assistance programs not listed above.

>Q93PR1 - Q93PR2< Additional or unexpected check to help pay heating costs

These two questions are special probes for households who may be receiving automatic payments.

Automatic Payments

Many households receive assistance by filing an application in person or by mail. However, some households may automatically qualify for assistance and receive checks in the mail without ever filing an application, i.e., such households are receiving automatic payments (see section on "Eligibility"). Some States make automatic payments to most of those households receiving benefits in the categories indicated below by X's:

STATE AFDC Food Stamps General Assistance

(Q59C88) (Q88) (Q59A88, Q73A1)

Illinois X

Michigan X X

Nebraska X

New Jersey X

New Mexico X X

New York X X X

IF YOU ARE INTERVIEWING HOUSEHOLDS IN ANY OF THE ABOVE STATES, NOTE THE FOLLOWING:

Automatic payments may take the form of a check very much like the ones a household receives from AFDC, SSI or GA. If someone in the household you are interviewing, in one of the above States, reported receiving benefits that may have been paid through automatic energy payments, and the response to Q93 is "No," you will ask Q93PR1. In most cases, an automatic payment would have included an explanation of the purpose of the check.

Amount of Payment

The amount of energy assistance provided to a given household varies by State. The amount may also vary on the basis of the household's heating fuel, income, family size, or other factors.

Types of Payment

The three major types of payments for energy assistance includes payments by check or coupons/vouchers to a household member, and payments directly to electric/gas company or fuel dealer. If necessary, you should mention to the respondent that this item refers to total payments, including those that go directly to the utility company.

1. Payments by check to household

Payments for energy assistance may be made in a variety of forms. The simplest form is to send a check to the household. Although the purpose for sending the check was to help the household with home heating costs, the household is free to spend the money for any other purpose.

NOTE: In a few States, an individual may receive a check which must be signed by BOTH himself/herself and the fuel supplier. Since this type of check is supposed to guarantee that the funds are used to pay only for a heating bill, the check is really like a voucher or coupon.

2. Payments by Coupons/Vouchers to household

All other forms of payment are designed to restrict the use of the assistance to paying heating costs. One method that is designed to restrict the use of the funds to paying for heating costs is to send a coupon or voucher directly to the household. The coupon or voucher has value only if it is turned over to a utility company or fuel supplier to help pay for a heating bill.

3. Payments directly to electric/gas company or fuel dealer

The most widespread method of restricting funds is to have the government send the payment directly to the household's electric or gas company, or its fuel dealer.

NOTE: In a few States, the government may provide for an actual delivery of fuel to the household, rather than helping to PAY for a delivery by a utility company or private fuel dealer. In such cases, the government's arranging of the fuel delivery to the household should be considered the same as if the government had sent the payment directly to the household's electric or gas company, or its fuel dealer.

>Q94< Total energy assistance received since October 1, 1995.

Be sure to enter the total amount of payments received. Make sure the person is aware of the several types of payments, as noted above, that he/she may receive for energy assistance.

Enter the total amount of energy assistance received. Round to the nearest dollar.

NOTE: The amount entered should reflect the total value of all payments sent to the household and/or the electric or gas company or fuel dealer, between October 1, 1995 and the date of interview. That is, total the amounts of all the energy assistance payments received and make the appropriate entry. Also, be alert to the fact that some States send payments in installments.

Instructions: For each of the questions below, give the best answer.

1. Define what we mean by "usually" when you ask how many children "usually" ate a school lunch in Q80.

Answer

2. In the space below, write the answer in parenthesis that correctly completes the following statement: With regard to the Public Housing items (Q85 - Q86):

a. You (will, will not) ask these items if in a previous interview the housing unit was reported as owned.

b. You (will, will not) ask these items if in a previous interview the housing unit was reported as rented or as "don't know."

Answer

a.

b.

3. The department of Agriculture administers the Food Stamp program through and welfare offices?

Answer

a.

b.

4. Most March supplement items have calendar year 1995 as their reference period, whereas the Energy Assistance items have the period between and the date of the interview as their reference period.

Answer

Z. "MUST" INCOME ITEMS

When you conduct a callback to convert Don't Know "D" entries for "must" income items, the instrument will take you to the "Ckdisplay" item.

>Ckdisplay< ASK IF NECESSARY: Can you or someone in this household provide the amount of:

"Ckdisplay" will be asked if at least one person has a "D" entry because a yearly total could not be calculated in a must income item. You must ask the respondent if he/she or someone in the household can provide income received for any of the household members identified in "Ckdisplay."

However, the "Ckdisplay" item does not tell you word for word how you should ask for each missing piece of information. You must ask for each missing data item in your own words, paraphrasing the information given on the screen.

Example: "Can you or anyone in the household provide the amount of Social Security received during 1995 by JERRY MILLS, or earnings received by LINDA MILLS?"

The possible responses to the question in this example are:

Someone can provide the information but that "someone" is not home. In this case, enter (Fl0) "skip to fin" to set a callback. You will set the callback with the person most knowledgeable to update the must income items.

No one in the household can provide the missing information. In this case, enter precode <N> for "No more information possible from anyone at household." Callbacks will not be scheduled to obtain missing income information if precode <N> is entered.

Someone is available to provide the information. In this case, follow the instructions below.

How to Complete: If your callback respondent is different from the original respondent, you must report this before you try to obtain the missing information. To report a different respondent, change the line number of the respondent as follows:

1) At the >Pk-Resp< screen, enter the line number of the new respondent.

2) The next screen is the >intro-d< which tells you the first item needed. Enter <P> to proceed to the next screen.

3) Then the >CK-display< screen appears with all the "must" items that are needed.

To obtain each missing data item:

1) Enter the appropriate precode (the precode in the first column corresponding to the person whose income is being updated). The instrument will back you to the appropriate income item.

2) Enter (F6) to change the answer, and enter the correct answer. If you have a "D" in any of the must income item series, you may have to ask more than one question to get a total yearly amount.

Example: For wages, Q48a series, if you enter a "D" in Q48a for the amount, when you return to enter the amount you will also have to answer the periodicity question (weekly, every other week, etc.). Then you will have to answer other questions for the instrument to calculate the correct yearly amount.

3) Enter (F3) which will take you to the next "D" entry or to the "Ckdisplay," where you will see if there is another missing item that you must complete.

NOTE: If you are updating items Q48a series or Q48b, you need to complete Q48c before entering (F3) to return to "Ckdisplay."

When you do a callback, the instrument can take you to one of three places:

1) The first unanswered item.

2) The first "must" income item with a "D" instead of an entry.

3) An item with a valid entry that precedes either of the above.

The instrument will go to an item that has a valid entry in order to review the information already provided, since the respondent may need that information as a basis for answering the questions that follow.

Example: Assume that the first "must" income item with a "D" is periodicity in the Q48a Series. "Is this a weekly, every other week, twice a month, monthly or yearly amount?." In this case, the instrument will:

1) Display the information about the person's job.

2) Display item Q48a.

Regardless of which item you start with, make sure the respondent is aware of the reference period for the March supplement. If the first item displayed doesn't include the reference period, then incorporate the reference period into the question.

WARNING: In rare cases, the instrument will not allow you to update the information and will go to "error­md" when you enter a precode. In this situation, enter <B> to back to "Ckdisplay" and continue updating the other items.

NOTE: You may want to remove the following Fact Sheet from this document for use during March supplement interviewing.

FACT SHEET ON INCOME SOURCES

Q48a Series Report money earned by person from longest earnings job before any

Wage & Salary deductions. Include the following if received as part of pay:

piece-rate payments sick pay

commissions and tips jury duty pay

nonmilitary bonuses, earnings from on

Armed Forces/National the job training

Guard or Reserve pay

Q46 The job at which the person worked the greatest number of weeks

Longest Job during 1995. A person's longest job is not necessarily the longest one she/he has ever had. If the person had two or more jobs of equal length in 1995, consider the most recent job as longest job.

Examples of income Pay "in kind," benefits received in place of or in addition to cash

you should exclude: wages; expense accounts; lump-sum payments; occasional gifts of money; cash received from selling one's own house, car, or other personal property; profits or loss from the sale of personally owned stocks (capital gains); withdrawals of savings from banks, or money obtained from the sale of other assets; money borrowed from banks, finance companies, etc.; refunds of money; and reimbursement for medical bills.

Q73A2 Include, as income, funds from the Alaska Permanent Fund, also

Other Money Income called the Longevity fund and the State fund, which are paid to qualified residents of the State of Alaska. Also include severance pay and foster child care payments.

AFDC and ADC Aid to Families with Dependent Children

CHAMPUS Comprehensive Health and Medical Plan for Uniformed Services

CHAMPVA Civilian Health and Medical Plan of the Department of Veteran's Affairs

ANSWER KEY TO "QUICK REVIEW" EXERCISES

Part 1. Quick Review:

Answer

1a. Measure changes in income

1b. Measure changes in the

structure of American

families

Other possible answers for

exercise 1:

Trace migration.

Calculate percentage of

people living in poverty.

2. Shift F2

3. b. Households consisting

of civilians and Armed

Forces members

4. That you need to interview

them again to ensure that

Hispanics are adequately

represented in the Income

Supplement

5a. When you can't finish the

supplement interview for the

entire household

5b. When you have "D" entries

for "must" income items

Part 2. Quick Review:

Answer

1a. Basic CPS items

1b. Extra (Non-Supplement) items

1c. Income Supplement items

2. 5th month-in-sample

3a. No Hispanic member age 15+

3b. Reference person wasn't a

household member in November

(Another possible reason: vacant unit)

4. Whenever there is at least one

RACE entry equal to 4 (API) in

the household

5. By entering "A."

6. By asking the question

matter-of-factly, without

changing pace or tone of voice

7. The total money income of the

reference person plus that of

all his/her relatives age 15+

who are household members

Part 3. Quick Review of Sections A and B

Answer

1a. First we ask certain items

(Work Experience, Earned

Income, and Unemployment Compensation, etc.)

for all household

members on a person-by-person

basis

1b. Then we ask all other supplement

questions on a household basis

2. By entering "I."

3a. The reference date for the

Migration items is March 1, 1995

3b. The reference period for the

Income items is January 1, 1995

through December 31, 1995

4. By entering "H"

5a. State abbreviation or name of

military installation, if State

is not known

6. Ask if the person had to pay

city taxes

Part 3. Quick Review of Section C

Answer

1. Paid leave

2a. That the reason the respondent

gave is the main reason for

not working in 1995

2b. That the reason the respondent

gave is the main reason for

not working or looking for work

in 1995

3. Different

4. The total number of employers

for such people would be the

same as the number of different

types of work they do throughout

the year

5. a. The one at which the person

worked the greatest number of

weeks in 1995

b. the job a person worked at for

a longer period of time

6. All

Part 3. Quick Review of Section D

Answer

1a. We need data on small

amounts of income and on

income from government programs,

and not all income is reported in

tax returns

1b. We need income data on a family

basis and tax returns are reported

on a type of tax return basis

1c. We need data not only on income,

but also on age, race, sex, and

occupation. Tax returns do not

provide data on age, race, etc.

2. By entering F12

3a. If the child's income is received

by an adult on the child's behalf

3b. If the child's income is received

jointly with an adult

4a. Wage and salary income

4b. Income from incorporated business

4c. Income from non-incorporated,

own non-farm business

4d. Income from own farm

5a. Commissions

5b. Tips

5c. Bonuses (non-military)

6. Net

7. When the respondent reported quarterly

earnings in Q48bp

Part 3. Quick Review of Sections E, F, and G

Answer

1a. Benefits paid by private

companies to employees

during layoff

1b. Yes

2a. No

2b. Because sick pay should be

reported as wage or salary

income

3a. Gold envelope

3b. Third day

3c. Blue envelope

3d. First day

4a. The person cannot supply an accurate annual figure for 1995.

4b. The person is receiving monthly benefit checks in 1996 and knows the amount of this check.

4c. A cost­of­living increase was the only change which occurred in monthly payments during 1995.

Part 3. Quick Review of Sections H and I

Answer

1a. Under $50,000

1b. Blank

1c. Refused

2a. General assistance

2b. Refugee assistance

3a. Sixty-five years old or older

3b. Not working

4a. Spouse

4b. Children

Part 3. Quick Review of Sections J, K, and L

Answer

1. It is received on his/her behalf

by an adult member of the household

2. One-time

3a. No

3b. No

4. Were injured or became ill as a

result of working conditions on

the job

5a. No.

5b. Retired military personnel

who served for 20 or more years

in the Armed Forces

5c. Wage-and-salary

5d. Self-employed

Part 3. Quick Review of Sections M, N, O, and P

Answer

1a. Yes

1b. Yes

1c. Yes

2a. Stock

2b. Because stocks are the main

source of dividends

3. Expenses

4. The rent income was not

included as earned income

in Q48b and Q49B2

5. The educational assistance

income was not included as

earned income in Q48a and

Q49B1

Part 3. Quick Review of Sections Q, R, and S

Answer

1a. Not include

1b. Not include

2a. Regularly

2b. Educational

3a. Money received in

one lump-sum

3b. Occasional gifts of money

from persons outside the

household

There are several other answers to 3b.

Part 3. Quick Review of Sections T and U

Answer

1a. Received health insurance

coverage in his/her own name

through their current or former

employer or union

1b. Was covered by more than one

policy, and at least one of

the policies was in the person's

own name and was provided through

a current or former employer or union

2a. Comprehensive Health and

Medical Plan for the

Uniformed Services

2b. Civilian Health and Medical

Program of the Department

of Veteran's Affairs

3. No.

Part 3. Quick Review of Sections V, W, X, and Y

Answer

1. "Usually" in Q80 means

more than half the time

(either half the year or

half the week)

2a. Will not

2b. Will

3a. State

3b. Local

4. October 1, 1995

ITEMS INDEX

Item Name Item Subject Page

HH32b Hispanic Sample 9

SNAD1 " " 9

HH32d " " 9

SNAD2 " " 9

API-intro Asian & Pacific Islanders 11

API34 " " 11

API-help " " 11

SSN-scrn Social Security Number 12

FAMIN-scrn Family Income 13

Pr-incom First Supplement Item 20

MIGSAM Migration 22

MIGLIV " 22

MIGPLC " 23

MIGSTA " 24

MIGZIP " 24

MIGCLM " 24

MIGCOU " 25

MIGCN1-MIGCN4 " 26

MIGALL " 26

MIGM " 26

NXTSAM " 26

NXTLIV " 26

NXTPLC " 26

NXTSTA " 26

NXTZIP " 26

NXTCLM " 26

NXTCOU " 26

NXTCN1-NXTCN4 " 26

Q29a Work Experience 29

Q29b " " 30

Q30 " " 30

Q31 " " 30

Q32 " " 30

Q33 " " 31

Q33-ver " " 33

ITEMS INDEX (cont'd)

Item Name Item Subject Page

Q35 Work Experience 33

Q36 " " 34

Q37 " " 34

Q38 " " 35

Q39 " " 35

Q41 " " 38

Q43 " " 39

Q44 " " 40

Q45 " " 40

Q46 " " 41

Q47a through Q47E1c " " 41

Q4788 " " 46

Q48a through Q48aad Series Earned Income 66

Q48b and Q48BL " " 68

Q49a " " 71

Q49B1 through Q49B1ad Series " " 71

Q49B2 " " 71

Q49B3 " " 72

Q51A1 through Q51A14 Unempl. & Worker's Comp. 76

Q51A2 through Q51A24 " " " 77

Q51A3 through Q51A34 " " " 77

Q52a-Q52b " " ". 77

Q52cp through Q52c4 Series " " " 78

Q56a-Q56b Social Security 81

Q56dp through Q56d6 Series " " 81

SSR " " 83

SSC " " 84

SSCR " " 84

Q56f-Q56g " " 84

Q56ip through CRSS Series " " 84

Q57a and Q57b Supplemental Security Income 87

Q57cp through Q57c5 " " " 87

SSIR " 87

SSIC " 87

Q57d through Q57e " 87

Q57ip through Q57i5 " 88

RSSI-CSSI " 88

Q59A88 and Q59b-88 Public Assistance 92

Q59C88 " " 92

Q59ep through Q59e4 " " 95

AFWC " " 96

Q60A88 and Q60b-88 Veteran's Payments 97

Q60c-88 " " 97

Q60D88 " " 98

Q60V1p through Q60V14 " " 98

Q60V2p through Q60V24 " " 98

Q58a and Q58b Survivor Benefits 101

Q58c " " 101

Q58E1p through Q58E34 " " 103

ITEMS INDEX (cont'd)

Item Name Item Subject Page

Q59a and Q59b Disability Income 104

Q60a and Q60b " " 105

Q61b and Q61c " " 105

Q61E1p through Q61E14 " " 107

Q61E2p through Q61E24 107

Q62a and Q62b Retirement & Pension 108

Q62c " " 109

Q62E1p through Q62E14 " " 110

Q62E2p through Q62E24 " " 111

Q62E3p through Q62E34 " " 111

Q63A1 through Q63b Interest 115

Q63cp through Q63c4 " 116

Q64a and Q64b Dividends 117

Q64cp through Q64c4 Dividends 117

Q65A1 through Q65b Property Income 120

Q65cp through Q65c2L " " 121

Q66a Education Assistance 122

Q66b and Q66c " " 123

Q66d " " 123

Q69F88 " " 124

Q66hp through Q69h4 " " 124

Q70a and Q70b Child Support & Alimony 127

Q70cp through Q70c4 " " " 127

Q71a and Q71b " " " 128

Q71cp through Q71c4 " " " 128

Q72a and Q72b Regular Financial Assistance 129

Q72cp through Q72c4 " " " 129

Q73A1 through Q73A1b Other Money Income 132

Q73A1C " " " 132

Q731p through Q7314 " " " 132

Q73A2 and Q73A2b " " " 132

Q73A2c " 134

Q732p through Q7324 " 134

SHI1 Health Insurance 137

SHI2 through SHI4 " " 137

SHI5 " " 138

SHI6 " " 138

SHI7 through SHI10 " " 139

SHI11 and SHI12 " " 140

SHI13 and SHI14 " " 140

SHI15 and SHI16 " " 141

SHI17 " " 143

SHI18 through SHI20a " " 143

ITEMS INDEX (cont'd)

Item Name Item Subject Page

SHIC1 through SHIC3 Health Insurance 144

SHI21 through SHI23a " " 145

SHI24 through SHI25 " " 145

Q74a and Q74b Employer's Pension Plan 146

SUNITS 147

Q80 School Lunches 149

Q83 " " 149

Q85 Public Housing 150

Q86 " " 151

Q87 Food Stamps 154

Q88 " " 155

Q90p through Q904 Series " " 155

Q93 Energy Assistance 156

Q93PR1 and Q93PR2 " " 159

Q94 " " 161

Ckdisplay "Must" Income Items 164