Section 3, Part I - Owned Living Quarters and Other Owned Real Estate - Ownership Costs

Section 3, Part I collects ownership costs, including extra mortgage and home equity loan payments, ground rent, homeowners' association fees, condominium and cooperative fees, and special assessments. The respondent is also asked to provide an estimate of the owned property's rental value.

Now I'm going to ask about other ownership costs for your property.

Since the first of the reference month, have you or any member of you CU paid more than the amount required on any mortgage or lump sum home equity loan for this property?

  1. Yes
  2. No

What was the total amount that you or your CU paid extra? [enter value] _____________

How much of that amount was paid this month? [enter value] _____________

Now I'm going to ask about other ownership costs for your property.

Since the first of the reference month, have/has you or your CU made any payments for ground or land rent for this property?

  1. Yes
  2. No, the property is a condominium.
  3. No, the property is a cooperative.

What was the total amount paid? [enter value] _____________

How much of that amount was paid this month? [enter value] _____________

Do/Does you or your CU make regular payments to a homeowner's association?

  1. Yes
  2. No

---For condominium owners ONLY---

Are/Is you or your CU required to make regular payments of condominium fees for general maintenance or management services?

  1. Yes
  2. No

---For cooperative owners ONLY---

Now I'd like to ask you about payments you or your CU make/makes directly to the cooperative for your or your CU's share of its costs.

Since the first of the reference month, have you or any member of your CU made any payments for any of the things listed in the information booklet?

* IF YES - Enter all that apply
* IF NO - Enter 0 for None.

  1. None
  2. Repayment of loans owed by cooperative
  3. Property taxes
  4. Property insurance
  5. Management
  6. Repairs or maintenance, including lawn care or snow removal
  7. Improvements
  8. Recreational including swimming, golf or tennis facilities
  9. Security including guards or alarm systems
  10. Utilities such as gas, electricity, water, heat
  11. Trash collection
  12. Other

  13. Don't know

For definitions Information Booklet »

* Specify:[enter text] _____________

Which of the services and privileges listed in the information booklet are included in your or your CU's homeowner's association payments?

* Enter all that apply

  1. Management
  2. Repairs or maintenance, including lawn care or snow removal
  3. Improvements
  4. Utilities such as gas, electricity, water, heat
  5. Parking
  6. Recreational including swimming, golf or tennis facilities
  7. Security including guards or alarm systems
  8. Maid service
  9. Medical services
  10. Trash collection
  11. Other

  12. Don't know

For definitions Information Booklet »

* Specify:[enter text] _____________

Since the first of the reference month, have you made ANY regular payments for these services?

  1. Yes
  2. No

Since the first of the reference month, how much have/has you or your CU paid for these services? [enter value] _____________

How much of that amount was paid this month? [enter value] _____________

Have/has you or your CU made any SPECIAL payments to a management service for any of these items listed for cooperatives and/or condominium or homeowner's associations?

  1. Yes for cooperatives
  2. Yes for condominium or homeowner's associations
  3. No

Since the first of the reference month, what services were provided?

* Enter all that apply

  1. Repayment of loans owed by cooperative
  2. Property taxes
  3. Property insurance
  4. Management
  5. Repairs or maintenance, including lawn care or snow removal
  6. Improvements
  7. Recreational including swimming, golf or tennis facilities
  8. Security including guards or alarm systems
  9. Utilities such as gas, electricity, water, heat
  10. Trash collection
  11. Other
  12. Don't know

For definitions Information Booklet »

* Specify:[enter text] _____________

Since the first of the reference month, what services were provided? * Enter all that apply

  1. Management
  2. Repairs or maintenance, including lawn care or snow removal
  3. Improvements
  4. Utilities such as gas, electricity, water, heat
  5. Parking
  6. Recreational including swimming, golf or tennis facilities
  7. Security including guards or alarm systems
  8. Maid service
  9. Medical services
  10. Trash collection
  11. Other

  12. Don't know

For definitions Information Booklet »

* Specify:[enter text] _____________

Since the first of the reference month, how much were these special payments? [enter value] _____________

How much of that amount was paid this month? [enter value] _____________

Since the first of the reference month, have/has you or your CU paid any special assessments to a local government for construction or repair of roads, sidewalks, or other things like that?

  1. Yes
  2. No

What was the total amount paid? [enter value] _____________

How much of that amount was paid this month? [enter value] _____________

If someone were to rent this home today, how much do you think it would rent for monthly, unfurnished and without utilities? [enter value] _____________

About how much do you think this property would sell for on today's market? [enter value] _____________

Choose one of the following

  1. Enter 1 if CU has NOT provided data in Section 3B for vacation prop, second home, recreational prop, timeshare
  2. Enter 2 if CU HAS provided data in Section 3B for vacation prop, second home, recreational prop, timeshare

Since the first of the reference month, how much time did you occupy this timeshare/property?

* Enter quantity and select period on next screen.

[enter value] _____________

* Enter time period.

  1. Days
  2. Weeks
  3. Months
  4. Percent
  5. Other, specify

* Specify:

[enter value] _____________

Since the first of the reference month, was this property either rented by someone outside your CU or available to be rented?

  1. Yes
  2. No

Since the first of the reference month, how much time was this property either rented by someone outside your CU or available to be rented?

* Enter quantity and select period on next screen.

[enter value] _____________

* Enter time period.

  1. Days
  2. Weeks
  3. Months
  4. Percent
  5. Other, specify

* Specify:

[enter value] _____________

If someone were to rent this home today, how much do you think it would rent for?

[enter value] _____________

* Ask if not already stated.

What period of time does this rental amount cover?

  1. Week
  2. Month
  3. Quarter
  4. Other, specify

* Specify:

[enter value] _____________

Does this amount include utilities?

  1. Yes
  2. No

Choose one of the following

  1. Enter 1 if this property is NOT a timeshare property
  2. Enter 2 if this property IS a timeshare property

About how much do you think this property would sell for on today's market? [enter value] _____________

Since the first of the reference month, did you rent this timeshare to someone outside your CU?

  1. Yes
  2. No

If you were to rent this timeshare today to someone else, instead of using it yourself, how much would it rent for weekly? [enter value] _____________

If you were able to sell this timeshare, about how much do you think it would sell for on today's market? [enter value] _____________

Since the first of the reference month, have you or any member of your CU rented any houses, apartments, or temporary living quarters NOT used for business or vacation?
Do NOT include college or university regulated housing.

  1. Yes (take you to Section 2 - Rented Living Quarters)
  2. No (take you to Section 4 - Utilities and Fuels for Owned and Rented Properties)

End of Section 3I

Go to Section 4 Part A - Utilities and Fuels for Owned and Rented Properties - Telephone Expenses »

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Last Modified Date: September 19, 2008