Consumer Expenditure Survey

Section 22, Part G - Work Experience and Income - Change In Assets - Fifth Quarter Only

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?

  1. Same
  2. More
  3. Less

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?

  1. Same
  2. More
  3. Less

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?

  1. Same
  2. More
  3. Less

How much more/less? [enter value] ______________

Did you or any member of your CU own any securities, such as stocks, mutual funds, private bonds, government bonds, or Treasury notes on the last day of last month?

  1. Yes
  2. No

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?

  1. Same
  2. More
  3. Less

How much more/less? [enter value] ______________

During the last 12 months, did you or any member of your CU PURCHASE any stocks, mutual funds or bonds?

  1. Yes
  2. No

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?

  1. Yes
  2. No

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 CU 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 CU?

  1. Yes
  2. No

How much? [enter value] ______________

During the last 12 months, did you or any member of your CU make any investments to your own business or farm?

  1. Yes
  2. No

How much did you invest? [enter value] ______________

During the last 12 months, did you or any member of your CU withdraw any assets from your own business or farm?

  1. Yes
  2. No

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?

  1. Yes
  2. No

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?

  1. Yes
  2. No

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?

  1. Same
  2. More
  3. Less

How much more/less? [enter value] ______________

Did anyone outside of your CU owe money to you or any member of your CU on the last day of last month ONE YEAR AGO?

  1. Yes
  2. No

How much was owed? [enter value] ______________

During the last 12 months, did you or any member of your CU receive settlement on surrender of any insurance policies (life or annuity)?

  1. Yes
  2. No

How much did you receive? [enter value] ______________

End of Section 22G

Go to CE CAPI Survey Instrument Home Page »

Last Modified Date: September 4, 2008

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