Appendix. Data Tables



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Appendix Data Tables Index of Tables Part 1: In-Store Payment Preferences...167 1.1 What payment products do you have?...167 1.2 How often do you use the following payment methods for purchases in stores?...167 1.3a Have you ever been charged a fee by a merchant for using any of the following payment methods?...168 1.3b If you have been charged a fee by a merchant, what was the fee?...168 1.4a When you make purchases at grocery stores, what payment methods are available?...169 1.4b When you make purchases at gas stations or convenience stores, what payment methods are available?...169 1.4c When you make purchases at department stores, what payment methods are available?...170 1.4d When you make purchases at discount stores or warehouse clubs, what payment methods are available?...170 1.4e When you make purchases at drug stores, what payment methods are available?...171 1.4f When you make purchases at restaurants, what payment methods are available?...171 1.4g When you make purchases at fast-food restaurants or cafeterias, what payment methods are available?...172 1.4h When you make purchases at transit systems, what payment methods are available?...172 1.5a When you make purchases at grocery stores, which method of payment do you use most often?...173 1.5b When you make purchases at gas stations or convenience stores, which method of payment do you use most often?...173 1.5c When you make purchases at department stores, which method of payment do you use most often?...174 1.5d When you make purchases at discount stores or warehouse clubs, what payment methods are available?...174 1.5e When you make purchases at drug stores, which method of payment do you use most often?...175 American Bankers Association/Dove Consulting 159

2003/2004 Study of Consumer Payment Preferences 1.5f When you make purchases at restaurants, which method of payment do you use most often?...175 1.5g When you make purchases at fast-food restaurants or cafeterias, which method of payment do you use most often?...176 1.5h When you make purchases at transit systems, which method of payment do you use most often?...176 1.5i When you make purchases in-store purchases overall, which method of payment do you use most often?...177 1.6a Please enter the minimum dollar amount for which you consider using each payment method....177 1.6b Please enter the maximum dollar amount for which you consider using each payment method....178 1.7 How comfortable are you in using each payment method listed below?...178 1.8 How fast are these payment methods for everyday purchases?...179 1.9a Please select all the payment methods that you believe are convenient for in-store purchases....179 1.9b Please select all the methods that you believe are easy to use for in-store purchases...180 1.9c Please select all the payment methods for in-store purchases that you believe are preferred by salespeople at stores...180 1.9d Please select all the payment methods for in-store purchases that you believe keep your money and accounts safe...181 1.9e Please select all the payment methods for in-store purchases for which you believe money leaves your account right away....181 1.9f Please select all the payment methods for in-store purchases that you believe helps you budget within your means....182 1.9g Please select all the payment methods for in-store purchases that you believe give you control over your money....182 1.9h Please select all the payment methods for in-store purchases that you believe easily get a refund for returned items and disputes....183 1.10a Have you ever had a check scanned and returned to you at the checkout counter?...183 1.10b If you have had a check truncated, do you prefer to have your check scanned and handed back to you at the checkout counter rather than having the merchant send the check to your bank for processing?...184 1.11a Do you receive any rewards for using your credit card?...184 1.11b If you receive rewards for using your credit card, what type of rewards do you receive?...185 1.12a Have you ever used a prepaid card for purchases in stores?...185 1.12b If you have used a prepaid card, do you prefer to use a prepaid card issued by your primary financial institution or by an individual merchant?...186 1.13a Have you ever used a transponder to pay for purchases in stores?...186 1.13b If you used a transponder, are you interested in using your transponder to pay at more merchant locations?...187 1.14a Have you ever used self-service checkout in stores?...187 1.14b If you have used a self-service checkout, are you interested in using self-service checkout at more merchant locations?...188 160 American Bankers Association/Dove Consulting

Data Tables 1.15 How concerned are you about identity theft or fraud when making purchases in stores using the following payment methods?...188 1.16 Have you ever been the victim of identity theft or fraud?...189 1.17 How willing are you to verify your ID (e.g., driver s license) at the checkout counter prior to using the following payment methods?...189 1.18 If you return merchandise or are otherwise entitled to a refund, how do you prefer to receive it?...190 1.19a In the next 2 years, how do you think your use of cash will change for purchases in stores?...190 1.19b In the next 2 years, how do you think your use of check will change for purchases in stores?...191 1.19c In the next 2 years, how do you think your use of credit card will change for purchases in stores?...191 1.19d In the next 2 years, how do you think your use of PIN debit will change for purchases in stores?...192 1.19e In the next 2 years, how do you think your use of signature debit will change for purchases in stores?...192 1.19f In the next 2 years, how do you think your use of prepaid cards will change for purchases in stores?...193 Part 2: Internet Payment Preferences...194 2.1 Have you ever made a purchase over the Internet?...194 2.2 If you have made an Internet purchase, how many purchases have you made over the Internet in the last 3 months?...194 2.3 How often do you use the following payment methods for purchases over the Internet?...195 2.4 How comfortable are you with using each payment method listed below for Internet purchase?...195 2.5a Please select all the payment methods that you believe are fast for Internet purchases...196 2.5b Please select all the payment methods that you believe are convenient for Internet purchases...196 2.5c Please select all the payment methods that you believe are easy to use for Internet purchases...197 2.5d Please select all the payment methods that you believe to be accepted at retailers where you shop for Internet purchases...197 2.5e Please select all the payment methods that you believe are preferred by retailers for Internet purchases...198 2.5f Please select all the payment methods that you believe keep your money and accounts safe for Internet purchases...198 2.5g Please select all the payment methods for which you believe money leaves your account right away for Internet purchases....199 2.5h Please select all the payment methods that you believe help you budget within your means for Internet purchases....199 2.5i Please select all the payment methods that you believe give you control over your money for Internet purchases...200 American Bankers Association/Dove Consulting 161

2003/2004 Study of Consumer Payment Preferences 2.5j Please select all the payment methods that you believe are easy to get a refund for returned items for Internet purchases....200 2.6a Are you currently enrolled in any of the following payment security programs for Internet purchases?...201 2.6b If you are enrolled in an Internet payment security program, how easy or difficult was the enrollment process?...201 2.6c If you are not enrolled in an Internet payment security program, how interested are you in enrolling in a payment security program?...202 2.7 How concerned are you about identity theft or fraud when making a purchase over the Internet?...202 2.8a Does your credit card have an embedded microprocessor chip?...203 2.8b If your credit card has an embedded microprocessor chip, does your card come with a plug-in card reader for enhanced online security for Internet purchases?...203 2.8c If your credit card comes with a plug-in card reader, have you ever used the card reader for Internet purchases?...204 2.9 In the next 2 years, how do you think your purchasing over the Internet will change?...204 2.10a In the next 2 years, how do you think your use of checks or money orders will change for Internet purchases?...205 2.10b In the next 2 years, how do you think your use of credit cards will change for Internet purchases?...205 2.10c In the next 2 years, how do you think your use of debit cards will change for Internet purchases?...206 2.10d In the next 2 years, how do you think your use of prepaid cards will change for Internet purchases?...206 2.10e In the next 2 years, how do you think your use of person-to-person payment services will change for Internet purchases?...207 2.10f In the next 2 years, how do you think your use of Internet checks will change for Internet purchases?...207 Part 3: Bill Payment Preferences...208 3.1 How many bills do you pay each month?...208 3.2 For the recurring bills, how many do you pay each month using the following payment methods?...208 3.3a When you pay your rent or mortgage, which payment method do you most often use?...209 3.3b When you pay your loan or lease, which payment method do you most often use?...209 3.3c When you pay your credit card bill, which payment method do you most often use?...210 3.3d When you pay your insurance bills, which payment method do you most often use?...210 3.3e When you pay your memberships and subscriptions, which payment method do you most often use?...211 3.3f When you pay your tuition or childcare, which payment method do you most often use?...211 162 American Bankers Association/Dove Consulting

Data Tables 3.3g When you pay your utility bills (gas, electricity, telephone, cable, etc.), which payment method do you most often use?...212 3.3h When you pay your charitable contributions, which payment method do you most often use?...212 3.3i When you pay your bills overall, which payment method do you most often use?...213 3.4 How comfortable are you in using each payment method for paying bills?...213 3.5 How comfortable would you be paying bills through the channels listed below?...214 3.6a Please select all the payment methods that you believe are fast for bill payment...214 3.6b Please select all the payment methods that you believe are convenient for bill payment...215 3.6c Please select all the payment methods that you believe are easy to use for bill payment...215 3.6d Please select all the payment methods that you believe to be accepted by your billers for bill payment....216 3.6e Please select all the payment methods that you believe to be preferred by your billers for bill payment....216 3.6 f Please select all the payment methods that you believe to keep your money and accounts safe for bill payment...217 3.6g Please select all the payment methods that you believe money leaves your account right away for bill payment...217 3.6h Please select all the payment methods that you believe help you budget within your means for bill payment....218 3.6i Please select all the payment methods that you believe give you control over the timing and amount of your bill payments...218 3.6j Please select all the payment methods that you believe can easily get a refund for disputes for bill payment....219 3.7a Do you pay bills online?...219 3.7b If you pay bills online, where do you pay your bills online?...220 3.7c If you do not pay bills online, why not?...220 3.8a Have you ever paid bills using automatic payment?...221 3.8b If you have paid bills using automatic payment, what type(s) of automatic payment have you used?...221 3.9a If you were to receive rewards for enrolling in automatic payment to your credit card, how would it influence your use of automatic payment?...222 3.9b If you were to receive rewards for enrolling in automatic payment to your debit card, how would it influence your use of automatic payment?...222 3.10 Do you currently receive all your paper checks with your monthly bank statement?...223 3.11 How comfortable would you feel if a biller processed your check payment electronically, and you did not receive you paper check with your monthly bank statement?...223 3.12 In general, how closely do you review the bills you receive?...224 3.13 Would you be willing to give up receiving paper bill statements as long as you could still get your detailed bill information from another source?...224 American Bankers Association/Dove Consulting 163

2003/2004 Study of Consumer Payment Preferences 3.14 If you were to give up receiving paper bill statements, how would you prefer to receive your detailed bill information?...225 3.15a In the next 2 years, how do you think your use of checks will change for paying bills?...225 3.15b In the next 2 years, how do you think your use of credit cards will change for paying bills?...226 3.15c In the next 2 years, how do you think your use of debit cards will change for paying bills?...226 3.15d In the next 2 years, how do you think your use of automatic payment will change for paying bills?...227 3.15e In the next 2 years, how do you think your use of online bill payment will change for paying bills?...227 3.15f In the next 2 years, how do you think your use of cash will change for paying bills?...228 Part 4: Debit Cards...229 4.1 Does your debit card have a Visa or MasterCard logo on the front?...229 4.2 If you could choose the brand of your debit card, which brand would you prefer?...229 4.3 Overall, when using a debit card for purchases, do you prefer to enter your PIN or sign a receipt?...230 4.3a When using a debit card for purchases, why do you prefer to enter PIN?...230 4.3b When using a debit card for purchases, why do you prefer to sign a receipt?...231 4.4 In general, when using your debit card, do you have a choice between entering a PIN and signing a receipt?...231 4.5a From your experience, when using a PIN debit for purchases, when do the funds leave your checking account?...232 4.5b From your experience, when using a signature debit for purchases, when do the funds leave your checking account?...232 4.6a From your experience, where is PIN debit accepted?...233 4.6b From your experience, where is signature debit accepted?...233 4.7 Are you familiar with the network logos on the back of your debit card?...234 4.8a Do you look for the network logos when making a purchase with PIN debit at the checkout counter?...234 4.8b Do you look for the network logos when making a purchase with signature debit at the checkout counter?...235 4.9a Do you currently receive any type of rewards for paying with PIN debit?...235 4.9b If you receive rewards for paying with PIN debit, what types of rewards do you receive?...236 4.9c If you do not receive rewards for paying with PIN debit, how would the receipt of rewards for PIN debit purchases influence your use of debit cards?.236 4.9d Do you currently receive any rewards for paying with signature debit?...237 4.9e If you receive rewards for paying with signature debit, what types of rewards do you receive?...237 4.9f If you do not receive rewards for paying with signature debit, how would the receipt of rewards for signature debit purchases influence you usage of debit cards?...238 164 American Bankers Association/Dove Consulting

Data Tables 4.10a Do you currently incur a per-transaction fee by your financial institution for purchases made with PIN debit?...238 4.10b Do you currently incur a per-transaction fee by your financial institution for purchases made with signature debit?...239 4.11a How often do you get cash back when making a purchase using PIN debit?...239 4.11b If you have gotten cash back, what amount do you usually request?...240 4.11c Have you ever been charged a fee for getting cash back?...240 4.12 Have you ever used a cross-border money transfer service?...241 Part 5: Demographics...242 5.1 What is your gender?...242 5.2 What is your ethnicity?...242 5.3 Please mark your age bracket....243 5.4 Please mark your approximate annual household income...243 5.5 Please indicate the highest level of education you have completed....244 5.6 In which region do you reside?...244 5.7 Where do you keep your main checking account?...245 5.8 Which of the following statements are true?...245 5.9 Please indicate the wireless devices that you use...246 5.10 Would you be interested in using a wireless device to make secure payments?...246 American Bankers Association/Dove Consulting 165