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Section 22, Part G covers changes in the value of consumer unit assets, including bank accounts, securities, and investments in owned businesses.
Now I am going to ask you about changes in assets.
On the last day of last month, what was the total amount your CU had in -Savings accounts in banks, savings and loans, credit unions and similar accounts? [enter value] ______________
On the last day of last month, what was the total amount your CU had in-
Checking accounts, brokerage accounts and other similar accounts? [enter value] ______________
On the last day of last month, what was the total amount your CU had in-
U.S. Savings bonds? [enter value] ______________
How does the amount your CU had on the last day of last month compare with the amount your CU had on the last day of last month one year ago in -
Savings accounts?
How much more/less? [enter value] ______________
How does the amount your CU had on the last day of last month compare with the amount your CU had on the last day of last month one year ago in -
Checking accounts?
How much more/less? [enter value] ______________
How does the amount your CU had on the last day of last month compare with the amount your CU had on the last day of last month one year ago in -
U.S. Savings bonds?
How much more/less? [enter value] ______________
What was the estimated value of all such securities on the last day of last month? [enter value] ______________
How does this compare with the value of such securities your CU held on the last day of last month one year ago?
How much more/less? [enter value] ______________
What was the total purchase price including broker fees? [enter value] ______________
During the last 12 months, did you or any member of your CU SELL any stocks, mutual funds, or bonds?
What was the net amount received from sales after subtracting broker fees? [enter value] ______________
How much? [enter value] ______________
How much did you invest? [enter value] ______________
What was the value of such assets? [enter value] ______________
What was the value of these goods or services? [enter value] ______________
On the last day of last month, did anyone outside of your CU owe money to you or any member of your CU?
How does the amount owed to your CU on the last day of last month compare with the amount owed to your CU by persons outside your CU on the last day of last month one year ago?
How much more/less? [enter value] ______________
How much was owed? [enter value] ______________
How much did you receive? [enter value] ______________
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Last Modified Date: September 19, 2008