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Consumer Expenditure Surveys
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Section 22, Part G - Work Experience and Income - Change In Assets - Fifth Quarter Only
Section 22, Part G covers changes in the value of household 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 household 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 household 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 household had in-
U.S. Savings bonds? [enter value] ______________
How does the amount your household had on the last day of last month compare with the amount your household 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 household had on the last day of last month compare with the amount your household 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 household had on the last day of last month compare with the amount your household had on the last day of last month one year ago in -
U.S. Savings bonds?
How much more/less? [enter value] ______________
Did you or any member of your household own any securities, such as stocks, mutual funds, private bonds, government bonds, or Treasury notes on the last day of last month?
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 household held on the last day of last month one year ago?
How much more/less? [enter value] ______________
During the last 12 months, did you or any member of your household PURCHASE any stocks, mutual funds or bonds?
What was the total purchase price including broker fees? [enter value] ______________
During the last 12 months, did you or any member of your household SELL any stocks, mutual funds, or bonds?
What was the net amount received from sales after subtracting broker fees? [enter value] ______________
During the last 12 months, did you or any member of your household put any money into a tax-deferred or tax-free educational savings plan, such as, section 529 plans, state sponsored pre-paid tuition plans, or educational IRAs for yourself/yourself or someone in your household?
a href="#BSINVST">[enter value] ______________
During the last 12 months, did you or any member of your household make any investments to your own business or farm?
How much did you invest? [enter value] ______________
During the last 12 months, did you or any member of your household withdraw any assets from your own business or farm?
What was the value of such assets? [enter value] ______________
During the last 12 months, were any goods or services from your own business or farm withdrawn for personal use?
What was the value of these goods or services? [enter value] ______________
On the last day of last month, did anyone outside of your household owe money to you or any member of your household?
How does the amount owed to your household on the last day of last month compare with the amount owed to your household by persons outside your household on the last day of last month one year ago?
How much more/less? [enter value] ______________
Did anyone outside of your household owe money to you or any member of your household on the last day of last month ONE YEAR AGO?
How much was owed? [enter value] ______________
During the last 12 months, did you or any member of your household receive settlement on surrender of any insurance policies (life or annuity)?
How much did you receive? [enter value] ______________
End of Section 22G
Go to CE CAPI Survey Instrument Home Page »
Last Modified Date: April 5, 2010