Cor976 06/13/07 SIT - Intertransfer Module For more information on the Intertransfers Module see Appendix L. OVERVIEW In 1994 intertransfers contained a single question about all inheritances ever received. In addition to this there was a series of questions about money received from parents and others. There was an extensive series of questions regarding transfers to children in this round including each of six categories of reasons for transfers, and information about the three children to whom the respondent gave the most money for this reason was recorded. Also in this section were transfers to parents or in-laws, and transfers to others. In the 2005 wave, intertransfers covered basic information on the largest lifetime inheritance valued at $10,000 or more. We obtained details of inheritance for respondents in the RETFLAG=1 sample (a random 50%) and people with an inheritance valued at $100,000 or more. The intertransfers section queried from whom the respondents received this money, and, if the inheritance was from a parent or grandparent, whether it was divided equally among the respondent and their siblings. The inheritance section covers questions aimed at these same respondents and their second largest lifetime inheritance as well. Children exist in this last wave of intertranserfers as a separate source of transfers.These transfers are currently tied to specific entities in the children’s roster. An unfolding framework was used to question respondents about transfers to parents and in-laws, children, and others. This new approach has implications for the way data is collected. In 1994, six separate transfers to each child (one transfer for each purpose) could have conceivably been collected. In 2005, the instrument looped through children rather than through reasons. For each child, the section covers the total amount transferred and the primary reason for the transfers, as well as information on the largest gift, and whether the child would have been able to borrow that sum elsewhere. Added questions about the respondents’ intended distribution of inter vivos gifts among their children were included in the 2005 wave. A benefit to the section is that these gifts are tied directly to entities from the children’s roster within the interview. Transfers to parents and others remain largely the same. For transfers to "others" who turn out to be grandchildren, we ascertained information on which of the respondent’s own children was that child’s parent. Charitable donations questions from 1994 remain in 2005. Unfolding brackets followed questions asking for dollar amounts in this section. Associated with these items are four variables (identified by the eight characters of the variable name) detailing the information collected in the bracketing sequence. The character "b" is associated with a summary variable, "u" and "l" denote the upper and lower bounds and "e" indicates the entry point into the bracketing sequence. During the interview, interviewers had a chance to leave notes with additional information obtained from the respondents. The WLS staff reviewed and processed these notes using a standardized set of decision rules for each section. In many cases processing the notes resulted in changes to the coded responses which created inconsistencies in the skip pattern of the CASES instrument. While we put considerable effort into adjusting such discrepancies, we could not eliminate them all. Occasionally, notes indicated problematic cases due to the lack of specific information or, conversely, cases that contained extra information that was important enough to retain. In such instances we created a flag, identified by the character "f" and attached it to the variable name, for the affected variable. A NOTE ON DIFFERENCES WITH GRADUATE RESPONDENT 2004 VARIABLES As opposed to the Graduate CATI instrument, the one used for sibling interviews did not have a preloaded roster of siblings. Therefore, in questions on the division of inheritances, interviews took down names of siblings that received a larger share. The WLS staff subsequently matched these names to entries in the sibling roster. BRIEF VARIABLE DESCRIPTIONS CQ100R1-CQ110R2 Inheritances CQ200R-CQ305R3 Money received by respondent and spouse CQ400R-CQ605R3 Money given by respondent and spouse CQ700R-CQ701R Charitable contributions PROBLEMS Problems occurred in the coding of the Cases instrument and during the interviewing process. Problems with the instrument that affected codes for analysis variables are included as notes with the affected variables in the codebook. Details regarding the problems with individual cases which occurred during the interviewing process can be found in the *private* subcor 888a. PEOPLE Kamil Sicinski, Wes Taylor - Coding of Sibling module for Cases instrument. Kamil Sicinski- Checking of notes, making corrections, coding/supervising coding of open-ended responses, and writing the COR. Kamil Sicinski - Writing code to create analysis variables, making corrections to raw data, and writing the COR.