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| Variable | Question text | Label |
|---|---|---|
| Ch046_follow_A1 | Please select the reasons why you would prefer to receive the Social Security Statement on paper. Select all that apply: | I like to file the mailed statement for my records, as it is an official document |
| Ch046_follow_A2 | Which would you say is the main reason among the ones you selected? | main reason why prefer paper statement |
| Ch046_follow_A2_options | options main reason why prefer paper statement | |
| Ch046_follow_B1 | Please select the reasons why you would prefer to receive the Social Security Statement by internet or email. Select all that apply: | It is easier to keep electronic copies for my records |
| Ch046_follow_B2 | Which would you say is the main reason among the ones you selected? | main reason why prefer online statement |
| Ch046_follow_B2_options | options main reason why prefer online statement | |
| ch001 | Are you retired? | retired |
| ch002 | In the past, have you ever tried to figure out how much your household should save for retirement? | ever tried figure out how much to save for retirement |
| ch003 | Have you ever tried to develop a plan for your retirement? | tried develop retirement plan |
| ch004_intro | Have you ever sought information about retirement planning from any of the following sources? Please select all that apply. | Family, friends and/or colleagues |
| ch004_intro2 | In the previous question you said you have sought information about retirement planning from the Social Security Administration. How did you go about seeking this information? Please click all that apply. | Social Security Website |
| ch004_intro2a | When was the last time you went on the website of the Social Security Administration? | when last time website ssa |
| ch004_intro2b | How regularly would you say you have used the website? | how regular website ssa |
| ch005a | Family, friends and/or colleagues | Accurate Family, friends and/or colleagues |
| ch005b | Employer | Accurate Employer |
| ch005c | Television, radio, newspaper and other media | Accurate Television and/or radio |
| ch005d | Social Security Administration | Accurate Social Security Administration website |
| ch005h | Other government agencies (such as the Department of Labor or the Consumer Financial Protection Bureau) | Accurate Websites of other government agencies (e.g. Department of Labor, Consumer Financial Protection Bureau or the Federal Deposit Insurance Corporation) |
| ch005j | For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers) | Accurate Financial advisors/planner, accountant, insurance agent, banks and/or broker |
| ch005k | Nonprofit organizations such as AARP | Accurate Websites of nonprofit organizations e.g. AARP |
| ch005m | Community organizations such as churches, libraries and community centers | Accurate Community organizations such as churches, libraries and community centers |
| ch006a | Family, friends and/or colleagues | Understand Family, friends and/or colleagues |
| ch006b | Employer | Understand Employer |
| ch006c | Television, radio, newspaper and other media | Understand Television, radio, newspaper and other media |
| ch006d | Social Security Administration | Understand Social Security Administration website |
| ch006h | Other government agencies (such as the Department of Labor or the Consumer Financial Protection Bureau) | Understand Websites of other government agencies (e.g. Department of Labor, Consumer Financial Protection Bureau or the Federal Deposit Insurance Corporation) |
| ch006j | For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers) | Understand Financial advisors/planner, accountant, insurance agent, banks and/or broker |
| ch006k | Nonprofit organizations such as AARP | Understand Websites of nonprofit organizations e.g. AARP |
| ch006m | Community organizations such as churches, libraries and community centers | Understand Community organizations such as churches, libraries and community centers |
| ch007a | Family, friends and/or colleagues | Access Family, friends and/or colleagues |
| ch007b | Employer | Access Employer |
| ch007c | Television, radio, newspaper and other media | Access Television, radio, newspaper and other media |
| ch007d | Social Security Administration | Access Social Security Administration website |
| ch007h | Other government agencies (such as the Department of Labor or the Consumer Financial Protection Bureau) | Access Websites of other government agencies (e.g. Department of Labor, Consumer Financial Protection Bureau or the Federal Deposit Insurance Corporation) |
| ch007j | For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers) | Access Financial advisors/planner, accountant, insurance agent, banks and/or broker |
| ch007k | Nonprofit organizations such as AARP | Access Websites of nonprofit organizations e.g. AARP |
| ch007m | Community organizations such as churches, libraries and community centers | Access Community organizations such as churches, libraries and community centers |
| ch008 | Have you ever visited any of the following websites to get information about retirement planning? Please select all that apply. | Social Security Administration |
| ch009a | I currently have enough information to plan for my retirement | I currently have enough information to plan for my retirement |
| ch009b | I am not interested in learning about retirement planning | I am not interested in learning about retirement planning |
| ch009c | I don’t know what the best source is for information about planning for retirement | I don’t know what the best source is for information about planning for retirement |
| ch009d | I am comfortable performing online transactions regarding my bank account/s and other financial services | D. I am comfortable performing online transactions regarding my bank account/s and other financial services |
| ch009e | I am comfortable going online to seek information about retirement planning | I am comfortable going online to seek information about retirement planning |
| ch009f | I am comfortable going online to seek information about government services in general | I am comfortable going online to seek information about government services in general |
| ch011_intro | Have you ever sought information about your Social Security retirement benefits from the following sources? Please select all that apply. | Family, friends and/or colleagues |
| ch012_intro | Have you ever sought information about your Social Security survivor benefits from the following sources? Please select all that apply. | Family, friends and/or colleagues |
| ch013_intro | Have you ever sought information about your Social Security disability benefits from the following sources? Please select all that apply. | Family, friends and/or colleagues |
| ch013_intro2 | Have you ever sought information about your Social Security spousal benefits from the following sources? Please select all that apply. | Family, friends and/or colleagues |
| ch014_intro | There are different social media channels through which you can get information about your benefits from the Social Security Administration.
Have you used any of the following sources to get information from the Social Security Administration? Please select all that apply. | SSA Facebook page |
| ch015_intro | You mentioned before that you visited the Social Security Website. Please let us know if you did any of the following activities on the site. Please select all that apply. | Apply for Social Security benefits |
| ch016a | Information mailed by the Social Security Administration to my home | Information mailed by the Social Security Administration to my home |
| ch016b | Public service announcements in the print media or their web sites | Public service announcements in the print media |
| ch016c | Public service announcements in the television or radio | Public service announcements in the television or radio |
| ch016d | Public service announcements via social media (Facebook or Twitter) | Public service announcements via social media |
| ch016e | Information posted in community spaces such as churches, libraries and community centers | Information posted in community spaces |
| ch016f | Information provided by a Social Security Administration representative in person, in a location such as community center or local school | Information provided by a Social Security Administration representative in person |
| ch016g | Information provided at my place of work | Information provided at my place of work |
| ch016h | Web-based tutorials by the Social Security Administration (for example in the form of YouTube videos or other platforms) | Web-based tutorials by the Social Security Administration (such as on YouTube) |
| ch016i | A Social Security Administration smartphone application (app) | A Social Security Administration smartphone application (app) |
| ch016j | Information emails from Social Security Administration | Information emails from Social Security Administration |
| ch017a | I currently have enough information about my Social Security retirement eligibility and benefits | have enough information about Social Security retirement eligibility and benefits |
| ch017b | I would like to receive more information from the Social Security Administration about my benefits and planning for my retirement | receive more information from Social Security about benefits and planning for retirement |
| ch017c | I trust information about retirement planning provided by the Social Security Administration more than information from other government sources | trust more Social Security than other government sources |
| ch017d | I trust information about retirement planning provided by the Social Security Administration more than information from private or non-government sources | trust Social Security more than private or non-government sources |
| ch017e | I can easily find the information I want/need about my Social Security retirement eligibility and benefits | can easily find information about Social Security retirement eligibility and benefits |
| ch017f | Information provided in person by a Social Security representative is more relevant to me and my specific situation than the information I can find on the website | Information provided in person by a Social Security representative is more relevant |
| ch017g | I always open and carefully read all mail I receive from the Social Security Administration | always open and carefully read all mail received from Social Security Administration |
| ch017h | I am comfortable performing online transactions related to my Social Security benefits | comfortable performing online transactions related to Social Security benefits |
| ch018 | "my Social Security" is an online account that adults with a Social Security number can set up through the Social Security Administration.
Have you previously heard about "my Social Security"? | heard about my social security |
| ch019 | Where did you hear about "my Social Security"? Please check all that apply. | Family, friends and/or colleagues |
| ch020 | Have you set up a "my Social Security" account? | set up a my Social Security account |
| ch021 | Why not? Please check the main reason. | Why not set up my social security |
| ch022_intro | Have you ever used "my Social Security" to do any of the following? Please select all that apply. | Track and verify your earnings |
| ch023a | I am confident in the security of my personal information | confident in the security of personal information |
| ch023b | "my Social Security" account is easy to use | My Social Security account is easy to use |
| ch023c | The personal information on "my Social Security" is timely and accurate | personal information on my Social Security account is timely and accurate |
| ch023d | Transactions made on "my Social Security" account are reliable | Transactions made on my Social Security account are reliable |
| ch023e | "my Social Security" account allows me to perform most of the transactions I need to conduct with regarding Social Security | My Social Security account allows to perform most of the transactions needed |
| ch024 | Would you be willing to set up a "my Social Security" Account? | willing to set up a my Social Security Account |
| ch025 | Why not? Please check the main reason. | why not set up my social security |
| ch026_intro | Which of the following do you think you would be likely to do through your "my Social Security" account? Please select all that apply. | Track and verify your earnings |
| ch027 | There is an online tool within the "my Social Security" account that estimates future benefits based on your actual Social Security earnings record. It also allows you to input different claiming ages and expected future income amounts to estimate benefits under different claiming and earnings scenarios.
Have you previously heard about this retirement benefit estimator? | heard about retirement benefit estimator |
| ch028 | Where did you hear about the retirement benefit estimator? Please select all that apply. | Family, friends and/or colleagues |
| ch029 | Have you ever used the retirement benefit estimator? | ever used estimator |
| ch029a | Have you ever used any other retirement calculators available on the Social Security Administration's website? | ever used any estimator |
| ch029b | What did you use the retirement benefit estimator for? | To estimate the amount of my benefit |
| ch029c | When you used the retirement benefit estimator, were you able to compute how much you will receive in retirement benefits per month from Social Security? | able to compute retirement benefits per month |
| ch029d | When you used the retirement benefit estimator, were the calculated benefits... | benefits as expected |
| ch030 | Why not? Please check the main reason. | why not used retirement benefit estimator |
| ch031a | I am confident in the security of my personal information | calculator confident in the security of personal information |
| ch031b | The Social Security Administration's retirement benefit estimator is easy to use | The retirement benefit estimator is easy to use |
| ch031c | The estimates given by the Social Security Administration's retirement benefit estimator reflect my personal information accurately. | estimates retirement benefit estimator accurate |
| ch031d | It is possible that my actual Social Security retirement benefit will vary from the estimates given by the Social Security Administration's retirement benefit estimator | possible actual benefits will vary from the retirement benefit estimator |
| ch031e | I would be confident in acting on the estimates given by the Social Security Administration's retirement benefit estimator | confident in acting on the estimates given retirement benefit estimator |
| ch031f | I would need additional information other than the estimates given by the Social Security Administration's retirement benefit estimator to make decisions about my retirement savings | need additional information besides retirement benefit estimator |
| ch032 | Would you be willing to use the Social Security Administration's retirement benefit estimator? | willing to use the retirement benefit estimator |
| ch033 | Why not? Please check the main reason. | Why not use retirement benefit estimator |
| ch036a | I would be interested to know more about whether my state is planning an Auto IRA program | interested to know more about whether state is planning an Auto IRA program |
| ch036b | A State Auto IRA would improve the retirement security of many Americans | A State Auto IRA would improve the retirement security of many Americans |
| ch036c | My family and I would benefit from a State Auto IRA | My family and I would benefit from a State Auto IRA |
| ch038_intro | Have you ever participated in the following activities to obtain information about retirement planning? Please select all that apply. | Attended in-person classes/seminars |
| ch038a | Attended in-person classes/seminars | Attended in-person classes/seminars |
| ch038b | Participated in online classes/seminars | Participated in online classes/seminars |
| ch038c | Scheduled one-one-one meetings or consultations | Scheduled one-one-one meetings or consultations |
| ch039 | In the past, what kind of information have you sought about Social Security retirement benefits? Please select all that apply. | Your retirement age or that of a family member |
| ch040_intro | After you have visited the Social Security Administration's website to obtain information or conduct a transaction, have you done any of the following? Please select all that apply. | Bring it to a financial planner |
| ch041a | Family, friends and/or colleagues | retirement planning Family, friends and/or colleagues |
| ch041b | Employer | retirement planning Employer |
| ch041c | Television, radio and/or newspaper and other media | retirement planning Television and/or radio |
| ch041d | Social Security Administration | retirement planning Social Security Administration |
| ch041h | Other government agencies (such as the Department of Labor or the Consumer Financial Protection Bureau) | retirement planning websites other agencies |
| ch041j | For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers) | retirement planning Financial advisors/planner, accountant, insurance agent, banks and/or broker |
| ch041k | Nonprofit organizations such as AARP | retirement planning Websites of nonprofit organizations e.g. AARP |
| ch041m | Community organizations such as churches, libraries and community centers | retirement planning Community organizations such as churches, libraries and community centers |
| ch042 | Periodically, the Social Security Administration sends a Social Security Statement to individuals eligible to receive benefits. The Statement is a notice of yearly lifetime earnings covered under Social Security and estimated future benefits.
To the best of your knowledge, have you ever received a Social Security Statement through the mail, or online through your "my Social Security" account? | ever received social security statement |
| ch042b | The last time you reviewed your Statement, did you review the paper Statement you received by mail, or an online version? | how reviewed last paper statement |
| ch043 | Thinking about the Statement you received from Social Security, how carefully did you read it? | how careful read statement |
| ch044 | The Social Security Administration would like your help determining which parts of the Statement were useful to people who read it. Which of the following parts of the Statement do you recall reading? Please select all that apply. | Information about the future of Social Security |
| ch045a | Keep the Statement with important papers | Keep the statement with important papers |
| ch045b | Change your personal savings rate | Change your personal savings rate |
| ch045c | Change your financial plans for the future | Change your financial plans for the future |
| ch045d | Contact a financial advisor | Contact a financial advisor |
| ch045e | Contact the Social Security Administration | Contact the Social Security Administration |
| ch045f | Change your intended claiming age for Social Security retirement benefits | Change your intended claiming age for Social Security retirement benefits |
| ch046 | In the future, how would you prefer to receive the Social Security Statement? | future preference receive statement |
| ch047 | How will you file for your Social Security benefits? | how file for benefits |
| ch048a | Written advice and materials (via the website or mailed directly) | Written advice and materials (via the website or mailed directly) |
| ch048b | Webinars or online videos | Webinars or online videos |
| ch048c | Retirement calculators | Retirement calculators |
| ch048d | Public service announcements for television or radio | Public service announcements for television or radio |
| ch048e | Social Security phone line | Social Security phone line |
| ch049 | In the future, what kinds of information would be most helpful for you to receive from the Social Security Administration? Please select all that apply. | How to plan for retirement |
| ch050a | Replace a Social Security Card | Replace a Social Security Card |
| ch050b | Correct mistakes in earnings on my Social Security record | Correct mistakes in earnings on my Social Security record |
| ch050c | Receive information about retirement | Receive information about retirement |
| ch050d | Complete an application for retirement benefit | Complete an application for retirement benefit |
| ch050e | Schedule an appointment to speak with someone about my application | Schedule an appointment to speak with someone about my application |
| ch050f | Check on my application while it is being processed | Check on my application while it is being processed |
| ch050g | Get a letter with proof of benefits, or a letter saying I do not receive benefits | Get a letter with proof of benefits, or a letter saying I do not receive benefits |
| ch050h | Estimate future benefits | Estimate future benefits |
| ch050i | Get my Social Security Statement | Get my Social Security Statement |
| ch050j | Appeal a decision about my benefits | Appeal a decision about my benefits |
| ch050k | Find out if I qualify for benefits | Find out if I qualify for benefits |
| ch050l | Get a replacement form SSA-1099 or SSA-1042S | Get a replacement form SSA-1099 or SSA-1042S |
| ch050m | Check Social Security, Medicare, or Supplemental Security Income benefits and personal | Check Social Security, Medicare, or Supplemental Security Income benefits and personal |
| e001 | How much say do you feel people like you have in getting the government (Town, County, State, or Federal government) to address issues that interest you? | how much feel people like you have in getting the government |
| e002 | Now, we will ask you about how U.S. society generally views people like you.
Would you say the view is mostly negative, positive, or somewhere in between? | how U.S society generally views people like you |
| pd001 | What is your preferred device to obtain information about retirement? | preferred device to obtain information about retirement |
| s7a | Do you currently receive Social Security retirement benefits? | currently receive Social Security benefits |
| t001 | I trust the Social Security Administration's communications are accurate and consistent (e.g., SSA website, letters, etc.). | trust Social Security Administration's communications are accurate and consistent |
| t002 | I trust the Social Security Administration will protect my personal information. | trust Social Security Administration will protect personal information |
| t003 | I am comfortable with receiving electronic communication about my retirement. | comfortable receiving electronic communication about retirement |
| t004 | I trust that representatives from the Social Security Administration provide me with accurate and consistent information. | trust representatives Social Security Administration provide accurate and consistent information |
| t005 | I trust that the Social Security Administration is actively working to improve communication and services provided to the public. | trust Social Security Administration is actively working to improve communication and services provided |
| uas16_s7a | Do you currently receive Social Security retirement benefits? | uas16 currently receive Social Security benefits |
| uas94_s7a | Do you currently receive Social Security retirement benefits? | uas94 currently receive Social Security benefits |
| uas231_s7a | Do you currently receive Social Security retirement benefits? | uas231 currently receive Social Security benefits |