TASKS OF STUDY GROUP 



1.0 Sampling Requirements 



1.1 Sample Designs 



1.1.1 Fower-of- Attorney Beneficiaries 



1.1.2 Other Beneficiaries 



1.1.3 Financial Organizations 



1.2 Sample Selections 



1.2.1 Power -of- Attorney Beneficiaries 



1.2.2 Other Beneficiaries 



1.2.3 Financial Organizations 



2.1 Fact Finding Surveys 



2.1 Power-of -Attorney Beneficiary Survey 



2.1.1 Pilot 



2.1.2 Telephone Survey 



2.1.3 Terminations and Suspensions 



2.2 Other Beneficiary Surveys 



2.2.1 Wave i Survey 



2.2.2 '.,'ave " Survey 



2.3 Financial Organization Survey 



2.3.1 Meeting with Representatives of Financial Organizations 



2.3.2 Mai 1 Survey 



2.3.3 Follow-up 

 2.^. Key Punch and Verify 



.U .1 Prel irr.inary 

 2.U.2 Final 



3.0 Output Table Specifications 



3.1 Master 3eneficiary Record 

 3-2 Questionnaires 



!+.0 Production of Output 

 k . 1 Preliminary 

 ; 4.2 Pinal 



5.0 Analysis 



5.1 Preliminary 

 Pinal . 



6.0 Report P rob lens ana Recommend Solutions 



6.1 Preliminary 



6.2 Final 



FIGURE 1.3 



