Panel Study of Income Dynamics

1996 Interview Year

Section A: Housing

Computer Assisted Interview Documentation


Go to Q390

Q390

CAI System Placeholder Question


A4

Do you live in a one-family house, a two-family house, an apartment, a mobile home, or what?


[IF R ANSWERS "CONDO", PROBE FOR TYPE OF DWELLING]

0 INAP
1 ONE-FAMILY
2 TWO-FAMILY, DUPLEX
3 APARTMENT, PROJECT
4 MOBILE HOME, TRAILER
6 ROW HOUSE, TOWN HOUSE
7 OTHER (SPECIFY)
8 DK
9 RF


If Q367 is (less than 55) and Q373 is (less than 55) then go to A15

A6

Do you live in a retirement community, senior citizens' housing complex, nursing home, home for the aged, or adult foster care facility?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A6 is (5 or 8 or 9 or DK or RF) then go to A15

A7

Which kind is that?

0 INAP
1 RETIREMENT COMMUNITY
2 SENIOR CITIZENS' HOUSING COMPLEX
3 NURSING HOME
4 HOME FOR AGED
5 ADULT FOSTER CARE FACILITY
8 DK
9 RF


A8

We are interested in personal services you might get in addition to housing. At your [retirement community/senior citizen's housing complex/nursing home/home for the aged/adult foster care facility], do you get medication or injections from a registered nurse?

0 INAP
1 YES
5 NO
8 DK
9 RF


A9

(At your [retirement community/senior citizen's housing complex/nursing home/home for the aged/adult foster care facility], do you get) meals?

0 INAP
1 YES
5 NO
8 DK
9 RF


A10

(At your [retirement community/senior citizen's housing complex/nursing home/home for the aged/adult foster care facility], do you get) maid service or cleaning?

0 INAP
1 YES
5 NO
8 DK
9 RF


A11

Anything else?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A11 is (not equal to 1) then go to A14

A12

What is that? ENTER ALL THAT APPLY

0 INAP
1 TRANSPORTATION
2 LAUNDRY
3 RECREATION
7 OTHER (SPECIFY)
8 DK
9 RF


If A8 is (5 or 8 or 9 or DK or RF) and A9 is (5 or 8 or 9 or DK or RF) and A10 is (5 or 8 or 9 or DK or RF) and A11 is (5 or 8 or 9 or DK or RF) then go to A15
If A12 is (1 through 7) and A12 is (8 or 9 or DK or RF) then return to A12 [WRONG COMBINATION]

A14

Are these services included as part of the cost of housing or do you pay for them separately?

0 INAP
1 ALL INCLUDED
2 SOME INCLUDED, SOME SEPARATE
3 ALL SEPARATELY
8 DK
9 RF


A15

How is your [home/apartment] heated -- with gas, electricity, oil or what? (PROBE: Do you heat your home in any other ways?)


ENTER ALL THAT APPLY

0 INAP
1 GAS
2 ELECTRICITY
3 OIL
4 WOOD
5 COAL
6 SOLAR
10 BOTTLED GAS, PROPANE
11 KEROSENE
97 OTHER (SPECIFY)
98 DK
99 RF


If A15 is (1 through 97) and A17 is (98 or 99 or DK or RF) then return to A15 [WRONG COMBINATION]

A16

How many rooms do you have [/for your family] not counting bathrooms?

IF Q375 is (not equal to 0)


REMIND R NOT TO COUNT ROOMS USED ONLY BY HU OR HU/CS PERSONS.

END


NUMBER OF ROOMS FOR FU ONLY


00 FU SHARES A 1-ROOM HU WITH NON-FU PERSONS
01-96 ACTUAL NUMBER OF ROOMS
97 97 ROOMS OR MORE


A17

There are government programs that give money to people to help them pay for heating their homes. Did you receive help with heating bills from any government program last winter (1995-1996)?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A17 is (5 or 8 or 9 or DK or RF) then go to A19

A18

About how much did that amount to altogether?


IWER: PROBE QUALIFIED ANSWER, RANGE, OR DK: What's your best estimate?


HOME HEATING ASSISTANCE


1 - 9996 ACTUAL DOLLAR AMOUNT
9997 $9,997 DOLLARS OR MORE


A19

Do you [/or anyone else in your family living there] own the [home/apartment], pay rent, or what?


THIS QUESTION REFERS TO MEMBERS OF THIS FU ONLY.

0 INAP
1 ANY FU MEMBER OWNS OR IS BUYING (FULLY OR JOINTLY)
5 FU PAYS RENT
8 FU NEITHER OWNS NOR RENTS
98 DK
99 RF


If A19 is (5) then go to A31
If A19 is (8) then go to A36
If A19 is (98 or 99 or DK or RF) then go to A40

A20

Could you tell me what the present value of your [house/apartment] is -- I mean about how much would it bring if you sold it today?


IWER: PROBE QUALIFIED ANSWER, RANGE, OR DK: What's your best estimate?


HOUSE VALUE


1 - 9999996 ACTUAL DOLLAR AMOUNT
9999997 $9,999,997 DOLLARS OR MORE


A21

About how much are your total yearly property taxes, including city, county, and school taxes?


IWER: PROBE QUALIFIED ANSWER, RANGE, OR DK: What's your best estimate?


TOTAL ANNUAL PROPERTY TAX


0 NO PROPERTY TAX; EXEMPT FROM TAX
1 - 99996 ACTUAL DOLLAR AMOUNT
99997 $99,997 DOLLARS OR MORE


A22

How much is your total yearly homeowner's insurance premium?


IWER: PROBE QUALIFIED ANSWER, RANGE, OR DK: What's your best estimate?


TOTAL ANNUAL HOMEOWNER'S INSURANCE


0 DO NOT HAVE HOMEOWNER'S INSURANCE
1 - 9996 ACTUAL DOLLAR AMOUNT
9997 $9,997 DOLLARS OR MORE


A23

Do you have a mortgage or loan on this property?


DEFINITION: ANY LOAN OF MONEY AGAINST THE EQUITY IN THE HOME.
THAT IS, THE HOME ITSELF IS USED AS COLLATERAL.
INCLUDE ONLY MORTGAGE/LOAN ON THIS MAIN RESIDENCE.

0 INAP
1 YES, MORTGAGE, LAND CONTRACT, HOME EQUITY LOAN, ETC.
5 NO
8 DK
9 RF


If A23 is (not equal to 1) then go to A30a
If A28 is (5 or 8 or 9 or DK or RF) then go to A27a

Repeat A23a through A28 up to 2 times.

A23a

IF MORTGAGE STEPTHROUGH is (1)

Is that a mortgage, a land contract, a home equity loan, or what?

ELSE

For the second mortgage, what type of loan is that?

END

0 INAP
1 MORTGAGE
2 LAND CONTRACT, LOAN FROM SELLER
3 HOME EQUITY
4 HOME IMPROVEMENT
5 LINE OF CREDIT LOAN
7 OTHER (SPECIFY)
8 DK
9 RF


If A23a is (2) then go to A23c
If A23a is (3 or 4 or 5 or 7 or 8 or 9 or DK or RF) then go to A24

A23b

Is that a VA loan, an FHA loan, or a loan insured by some other government agency?

0 INAP
1 VA LOAN
2 FHA LOAN
3 OTHER GOV'T INSURER (SPECIFY)
5 NO, NOT GOV'T INSURED
8 DK
9 RF


A23c

Is that the original loan and terms or have you refinanced?

0 INAP
1 ORIGINAL
2 REFINANCED
8 DK
9 RF


A24

About how much is the remaining principal on this (loan/mortgage)?


IWER: PROBE QUALIFIED ANSWER, RANGE, OR DK: What's your best estimate?


REMAINING PRINCIPAL


1 - 9999996 ACTUAL DOLLAR AMOUNT
9999997 $9,999,997 DOLLARS OR MORE


A25

How much are your monthly mortgage payments?


IWER: PROBE QUALIFIED ANSWER, RANGE, OR DK: What's your best estimate?


MONTHLY MORTGAGE PAYMENT


1 - 99996 ACTUAL DOLLAR AMOUNT
99997 $99,997 DOLLARS OR MORE


A25a

Is the interest rate fixed or variable (adjustable)?

0 INAP
1 FIXED
2 VARIABLE/ADJUSTABLE
7 OTHER (SPECIFY)
8 DK
9 RF

A25b

What is the current interest rate on that loan?

PROBE QUALIFIED ANSWER, RANGE, OR DK: What is your best estimate?


[WHOLE PERCENT] [FRACTION OR PERCENT]
AND

Q417

0 .0
1 1/8 OR .125
2 1/4 OR .25
3 3/8 OR .375
4 1/2 OR .5
5 5/8 OR .625
6 3/4 OR .75
7 7/8 OR .875
8 OTHER (SPECIFY)
98 DK
99 RF


A26

What year did you [obtain that loan/refinance]?


A27

About how many more years will you have to pay on it?


If A23a is (3 or 4 or 5 or 7 or 8 or 9 or DK or RF) and A26 is (greater than or equal to 1991) then go to A27b [Assign the value "3" to the skipped questions.]
If A23c is (1) and A26 is (greater than or equal to 1991) then go to A27b [Assign the value "1" to the skipped questions.]
If A23c is (2) and A26 is (greater than or equal to 1991) then go to A27b [Assign the value "2" to the skipped questions.]
If A26 is (less than 1991) or A26 is (DK) or A26 is (RF) then go to A27b [Assign the value "5" to the skipped questions.]

A27a


If A27a is (2) then go to A27d
If A27a is (3) then go to A27f
If A27a is (5) then go to A28

A27b

How much was your down payment?

PROBE QUALIFIED ANSWER, RANGE, OR DK: What is your best estimate?


0 NO DOWN PAYMENT
1 - 9,999,996 ACTUAL DOLLAR AMOUNT
9,999,997 $9,999,997 OR MORE


If A27b is (0) then go to A27d

A27c

Where did you get your down payment--from savings or other assets, the sale of your previous home, family and friends, or what?
[ENTER ALL MENTIONS]

0 INAP
1 SAVINGS OR OTHER ASSETS
2 SALE OF PREVIOUS HOME
3 FAMILY AND FRIENDS
7 OTHER (SPECIFY)
8 DK
9 RF


A27d

At the time you applied for this mortgage, did you already have previous experience with this lender--such as......


ENTER CODES FOR ITEMS WITH "YES" ANSWER ONLY. USE A SINGLE CODE
OF 8 FOR DK TO ALL ITEMS, USE A SINGLE CODE OF 9 FOR A REFUSAL
TO ANSWER ALL ITEMS. DO NOT USE ALT-D OR ALT-R ON THIS SCREEN.

0 INAP
1 a mortgage or other home loan from them?
2 checking or savings account with them?
3 other type of loan from them?
4 other business (SPECIFY)?
7 NO TO ALL THE ABOVE
8 DK
9 RF


If A27d is (not equal to 7) then go to A27f

A27e

Did you know about this lender because


ENTER CODES FOR ITEMS WITH "YES" ANSWER ONLY. USE A SINGLE CODE
OF 8 FOR DK TO ALL ITEMS, USE A SINGLE CODE OF 9 FOR A REFUSAL
TO ANSWER ALL ITEMS. DO NOT USE ALT-D OR ALT-R ON THIS SCREEN.

0 INAP
1 they had an office near where you lived or worked?
2 family or friends recommended them?
3 you saw or heard their advertisements?
4 a real estate agent recommended them?
7 some other reason? (SPECIFY)
8 DK
9 RF


A27f

At the time you obtained this [loan/refinancing], did you consider any other loan options or places to borrow money?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A27f is (5 or 8 or 9 or DK or RF) then go to A28

A27g

Did you apply for any of these other loans?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A27g is (1) then go to A27i
If A27g is (8 or 9 or DK or RF) then go to A28

A27h

Why didn't you apply for these other loans?
[ENTER ALL MENTIONS]

0 INAP
1 INTEREST RATE TOO HIGH
2 DOWN PAYMENT TOO HIGH
3 CLOSING COSTS/FEES TOO HIGH
4 MONTHLY PAYMENT TOO HIGH
5 POOR SERVICE/TREATED UNFAIRLY
7 OTHER (SPECIFY)
8 DK
9 RF


If A27g is (5) then go to A28

A27i

What happened with your application? (Why was it turned down?)


[ENTER ALL MENTIONS]

0 INAP
1 CREDIT HISTORY PROBLEMS
2 TOO MUCH DEBT
3 INCOME NOT HIGH ENOUGH/NOT STABLE ENOUGH
4 COULDN'T MAKE DOWN PAYMENT
5 WITHDREW/CANCELLED IT
7 OTHER (SPECIFY)


If MORTGAGE STEPTHROUGH is (greater than or equal to 2) then go to A29
If MORTGAGE STEPTHROUGH is (not equal to 1 through 2) and A23a is (not equal to 1 through 9) then go to A29

A28

Do you also have a second mortgage?

0 INAP
1 YES
5 NO
8 DK
9 RF


A29

Do your mortgage payments include property taxes?

0 INAP
1 YES
5 NO
8 DK
9 RF


A30

Do your payments include insurance premiums?

0 INAP
1 YES
5 NO
8 DK
9 RF


Q432


Q433


If A19 is (greater than or equal to 0) then go to A30a [Assign the value "5" to the skipped questions.]
If Q432 is (greater than or equal to 1991) or Q433 is (greater than or equal to 1991) then go to A30a [Assign the value "1" to the skipped questions.]

CHKPT-LOAN YR >= 1991


If Q432 is (greater than or equal to 1991) or Q433 is (greater than or equal to 1991) then go to A40

A30a

Since January 1991, did [you/Q56] have an application for a loan on this property turned down?


DEFINITION: APPLICATION MADE AND TURNED DOWN FOR ANY LOAN
WHICH BORROWED AGAINST THE EQUITY IN THE HOME.
INCLUDE SECOND MORTGAGES, HOME EQUITY, HOME
IMPROVEMENT, AND LINE OF CREDIT TYPE LOANS.

0 INAP
1 YES
5 NO
8 DK
9 RF


If A30a is (5 or 8 or 9 or DK or RF) then go to A40

A30b

What year was that? [IF NECESSARY: The most recent time, 1991-1996]

0 INAP
1 1991
2 1992
3 1993
4 1994
5 1995
6 1996
8 DK
9 RF


A30c

What type of loan was that?

0 INAP
1 REFINANCED MORTGAGE
2 LAND CONTRACT, LOAN FROM SELLER
3 HOME EQUITY
4 HOME IMPROVEMENT
5 LINE OF CREDIT LOAN
7 OTHER (SPECIFY)
8 DK
9 RF


A30d

What reason was given for your application being turned down? (Any other reason?)
[ENTER ALL MENTIONS]

0 INAP
1 CREDIT HISTORY PROBLEMS
2 TOO MUCH DEBT/EXPENSES
3 INCOME NOT HIGH ENOUGH/NOT STABLE ENOUGH
7 OTHER (SPECIFY)
8 DK
9 RF


If A30a is (1) then go to A40

A31

About how much rent do you pay a month?

IF Q375 is (not equal to 0)

PROBE: Is that only for your (FU's) share of the rent?

END


IWER: PROBE QUALIFIED ANSWER, RANGE, OR DK: What's your best estimate?


1 - 99996 ACTUAL DOLLAR AMOUNT
99997 $99,997 DOLLARS OR MORE


AMOUNT:


PER:

A31UNIT

0 INAP
3 WEEK
4 TWO WEEKS
5 MONTH
7 OTHER (SPECIFY)
8 DK
9 RF


If A31UNIT is (not equal to " " and 0) then return to A31UNIT [SELECT AN UNIT]

A32

Is this [home/apartment] rented fully furnished?

0 INAP
1 YES
5 NO
8 DK
9 RF


A33

Is heating included in your monthly rent?

0 INAP
1 YES
5 NO
8 DK
9 RF


A34

Is this [home/apartment] in a public housing project, that is, is it owned by a local housing authority or other public agency?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A34 is (1 or 8 or 9 or DK or RF) then go to A40

A35

Are you paying lower rent because the Federal, State, or local government is paying part of the cost? [COST OF RENT]

0 INAP
1 YES
5 NO
8 DK
9 RF


If A19 is (5) then go to A39a
If A35 is (1 or 5 or 8 or 9 or DK or RF) and A21 is (5) then go to A40

A36


[FU NEITHER OWNS NOR RENTS]

How is that?

A37

How much would it rent for if it were rented?

IF Q375 is (not equal to 0)

PROBE: Would that be only for your (FU's) share of the rent?

END


IWER: PROBE QUALIFIED ANSWER, RANGE, OR DK: What's your best estimate?


1 - 9996 ACTUAL DOLLAR AMOUNT
9997 $9,997 OR MORE


AMOUNT:


PER:

A37UNIT

0 INAP
3 WEEK
4 TWO WEEKS
5 MONTH
7 OTHER (SPECIFY)
8 DK
9 RF


A38

Is this [home/apartment] in a public housing project, that is, is it owned by a local housing authority or other public agency?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A38 is (1 or 8 or 9 or DK or RF) then go to A39a

A39

Are you paying no rent because the Federal, State, or local government is paying all of it?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A30a is (1) then go to A40

A39a

Since January 1991, did [you/Q56] take steps to buy your own home?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A39a is (5 or 8 or 9 or DK or RF) then go to A40

A39b

What year was that? [IF NECESSARY: The most recent time, 1991-1996]

0 INAP
1 1991
2 1992
3 1993
4 1994
5 1995
6 1996
8 DK
9 RF


A39c

What type of home were you looking for--a one-family house, a two-family house, an apartment, a mobile home, or what?


[IF R ANSWERS "CONDO", PROBE FOR SPECIFIC TYPE OF DWELLING]

0 INAP
1 ONE-FAMILY
2 TWO-FAMILY/DUPLEX
3 APARTMENT
4 MOBILE HOME
6 ROW HOUSE/TOWNHOUSE
7 OTHER (SPECIFY)
8 DK
9 RF


A39d

Were you looking for a home within your same community?

0 INAP
1 YES
5 NO
8 DK
9 RF


A39e

Did you apply for financing on any of the homes that you considered?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A39e is (1) then go to A39g
If A39e is (8 or 9 or DK or RF) then go to A40

A39f

Why didn't you apply for financing? (Any other reason?)
[ENTER ALL MENTIONS]

0 INAP
1 INTEREST RATE TOO HIGH
2 DOWN PAYMENT TOO HIGH
3 CLOSING COSTS/FEES TOO HIGH
4 MONTHLY PAYMENT TOO HIGH
5 POOR SERVICE/TREATED UNFAIRLY
7 OTHER (SPECIFY)
8 DK
9 RF


If A39e is (5) then go to A40

A39g

What happened with your application(s)? (Why was it turned down?)


[ENTER ALL MENTIONS]

0 INAP
1 CREDIT HISTORY PROBLEMS
2 TOO MUCH DEBT
3 INCOME NOT HIGH ENOUGH, NOT STABLE ENOUGH
4 COULDN'T MAKE DOWN PAYMENT
5 WITHDREW/CANCELLED IT
6 APPROVED, GOT LOAN (SPECIFY)
7 OTHER (SPECIFY)
8 DK
9 RF


A40

Do you have air conditioning?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A40 is (5 or 8 or 9 or DK or RF) then go to A42

A41

Do you have it in all your rooms, or only in some of them?

0 INAP
1 ALL
2 SOME
8 DK
9 RF


A42

[Have you/Has Q56] moved any time since the spring of 1995?

0 INAP
1 YES
5 NO
8 DK
9 RF


If A42 is (not equal to 1) then go to A45

A43

What month and year was that? [MOST RECENT MOVE]

0 INAP
1 JAN
2 FEB
3 MAR
4 APR
5 MAY
6 JUN
7 JUL
8 AUG
9 SEP
10 OCT
11 NOV
12 DEC
21 "winter"
22 "spring"
23 "summer"
24 "fall/autumn"
98 DK
99 RF

A43UNIT

0 INAP
1 1995
2 1996
8 DK
9 RF


A44

Why did [you/Q56] move?
[ENTER ALL THAT APPLY]

0 INAP
1 TO TAKE ANOTHER JOB/STOPPED GOING TO SCHOOL
2 TO LIVE NEARER TO WORK
3 MORE SPACE/BETTER PLACE
4 LESS SPACE/LESS EXPENSE (RENT,UPKEEP,ETC.)
5 OWN A HOME/TO GET PLACE OF MY OWN/TO GET MARRIED
6 BETTER NEIGHBORHOOD/CLOSER TO FAMILY/FRIENDS
7 OUTSIDE EVENTS (EVICTED/DIVORCED/JOB TRANSFER)
8 OTHER (SPECIFY)
98 DK
99 RF


A45

Do you think [you/Q56] might move in the next couple of years?

0 INAP
1 YES, MIGHT OR MAYBE
5 NO
8 DK
9 RF


If A45 is (5 or 8 or 9 or DK or RF) then go to DAY OF INTERVIEW

A46

Would you say [you/Q56] definitely will move, probably will move, or are you more uncertain?

0 INAP
1 DEFINITELY
2 PROBABLY
3 MORE UNCERTAIN
8 DK
9 RF


Go to A47

A47

Why will
might [you/Q56] move?


DAY OF INTERVIEW


TIME SECONDS