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Variable Question text Label
Ch046_follow_A1Please 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_A2Which would you say is the main reason among the ones you selected?main reason why prefer paper statement
Ch046_follow_A2_optionsoptions main reason why prefer paper statement
Ch046_follow_B1Please 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_B2Which would you say is the main reason among the ones you selected?main reason why prefer online statement
Ch046_follow_B2_optionsoptions main reason why prefer online statement
ch001Are you retired?retired
ch002In 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
ch003Have you ever tried to develop a plan for your retirement?tried develop retirement plan
ch004_introHave you ever sought information about retirement planning from any of the following sources? Please select all that apply.Family, friends and/or colleagues
ch004_intro2In 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_intro2aWhen was the last time you went on the website of the Social Security Administration? when last time website ssa
ch004_intro2bHow regularly would you say you have used the website? how regular website ssa
ch005aFamily, friends and/or colleaguesAccurate Family, friends and/or colleagues
ch005bEmployerAccurate Employer
ch005cTelevision, radio, newspaper and other mediaAccurate Television and/or radio
ch005dSocial Security AdministrationAccurate Social Security Administration website
ch005hOther 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)
ch005jFor-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
ch005kNonprofit organizations such as AARPAccurate Websites of nonprofit organizations e.g. AARP
ch005mCommunity organizations such as churches, libraries and community centersAccurate Community organizations such as churches, libraries and community centers
ch006aFamily, friends and/or colleaguesUnderstand Family, friends and/or colleagues
ch006bEmployerUnderstand Employer
ch006cTelevision, radio, newspaper and other media Understand Television, radio, newspaper and other media
ch006dSocial Security AdministrationUnderstand Social Security Administration website
ch006hOther 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)
ch006jFor-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
ch006kNonprofit organizations such as AARPUnderstand Websites of nonprofit organizations e.g. AARP
ch006mCommunity organizations such as churches, libraries and community centersUnderstand Community organizations such as churches, libraries and community centers
ch007aFamily, friends and/or colleaguesAccess Family, friends and/or colleagues
ch007bEmployerAccess Employer
ch007cTelevision, radio, newspaper and other media Access Television, radio, newspaper and other media
ch007dSocial Security AdministrationAccess Social Security Administration website
ch007hOther 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)
ch007jFor-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
ch007kNonprofit organizations such as AARPAccess Websites of nonprofit organizations e.g. AARP
ch007mCommunity organizations such as churches, libraries and community centersAccess Community organizations such as churches, libraries and community centers
ch008Have you ever visited any of the following websites to get information about retirement planning? Please select all that apply.Social Security Administration
ch009aI currently have enough information to plan for my retirementI currently have enough information to plan for my retirement
ch009bI am not interested in learning about retirement planningI am not interested in learning about retirement planning
ch009cI don’t know what the best source is for information about planning for retirementI don’t know what the best source is for information about planning for retirement
ch009dI am comfortable performing online transactions regarding my bank account/s and other financial servicesD. I am comfortable performing online transactions regarding my bank account/s and other financial services
ch009eI am comfortable going online to seek information about retirement planningI am comfortable going online to seek information about retirement planning
ch009fI am comfortable going online to seek information about government services in generalI am comfortable going online to seek information about government services in general
ch011_introHave 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_introHave 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_introHave 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_intro2Have 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_introThere are different social media channels through which you can get information about your benefits from Social Security.

Have you used any of the following sources to get information from the Social Security Administration? Please select all that apply.
Visited the Social Security Administration’s Facebook page
ch015_introYou 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
ch016aInformation mailed by the Social Security Administration to my homeInformation mailed by the Social Security Administration to my home
ch016bPublic service announcements in the print media or their web sitesPublic service announcements in the print media
ch016cPublic service announcements in the television or radioPublic service announcements in the television or radio
ch016dPublic service announcements via social media (Facebook or Twitter)Public service announcements via social media
ch016eInformation posted in community spaces such as churches, libraries and community centersInformation posted in community spaces
ch016fInformation provided by a Social Security Administration representative in person, in a location such as community center or local schoolInformation provided by a Social Security Administration representative in person
ch016gInformation provided at my place of workInformation provided at my place of work
ch016hWeb-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)
ch016iA Social Security Administration smartphone application (app)A Social Security Administration smartphone application (app)
ch017aI currently have enough information about my Social Security retirement eligibility and benefitshave enough information about Social Security retirement eligibility and benefits
ch017bI would like to receive more information from Social Security about my benefits and planning for my retirementreceive more information from Social Security about benefits and planning for retirement
ch017cI trust information about retirement planning provided by the Social Security Administration more than information from other government sourcestrust more Social Security than other government sources
ch017dI trust information about retirement planning provided by the Social Security Administration more than information from private or non-government sourcestrust Social Security more than private or non-government sources
ch017eI can easily find the information I want/need about my Social Security retirement eligibility and benefitscan easily find information about Social Security retirement eligibility and benefits
ch017fInformation 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 websiteInformation provided in person by a Social Security representative is more relevant
ch017gI always open and carefully read all mail I receive from the Social Security Administrationalways open and carefully read all mail received from Social Security Administration
ch017hI am comfortable performing online transactions related to my Social Security benefitscomfortable performing online transactions related to Social Security benefits
ch018My 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
ch019Where did you hear about My Social Security? Please check all that apply.Family, friends and/or colleagues
ch020Have you set up a My Social Security account?set up a my Social Security account
ch021Why not? Please check the main reason.Why not set up my social security
ch022_introHave you ever used My Social Security to do any of the following? Please select all that apply.Track and verify your earnings
ch023aI am confident in the security of my personal informationconfident in the security of personal information
ch023bMy Social Security account is easy to useMy Social Security account is easy to use
ch023cThe personal information on my Social Security account is timely and accuratepersonal information on my Social Security account is timely and accurate
ch023dTransactions made on My Social Security account are reliableTransactions made on my Social Security account are reliable
ch023eMy Social Security account allows me to perform most of the transactions I need to conduct with regarding Social SecurityMy Social Security account allows to perform most of the transactions needed
ch024Would you be willing to set up a My Social Security Account?willing to set up a my Social Security Account
ch025Why not? Please check the main reason.why not set up my social security
ch026_introWhich 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
ch027The Retirement Estimator is an online tool for estimating benefits based on your actual Social Security earnings record.



Have you previously heard about the Retirement Estimator?
heard about retirement estimator
ch028Where did you hear about it? Please select all that apply.Family, friends and/or colleagues
ch029Have you ever used the Retirement Estimator?ever used estimator
ch029aHave you ever used any other retirement calculators available on the Social Security Administration's website?ever used any estimator
ch029bWhat did you use the Retirement Estimator for?To estimate the amount of my benefit
ch029cWhen you used the 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
ch029dWhen you used the Estimator, were the calculated benefits... benefits as expected
ch030Why not? Please check the main reason.why not used retirement estimator
ch031aI am confident in the security of my personal informationcalculator confident in the security of personal information
ch031bThe Social Security Administration's Retirement Estimator is easy to useThe Retirement Estimator is easy to use
ch031cThe estimates given by the Social Security Administration's Retirement Estimator reflect my personal information accurately.estimates Retirement Estimator accurate
ch031dIt is possible that my actual Social Security retirement benefit will vary from the estimates given by the Social Security Administration's Retirement Estimatorpossible actual benefits will vary from the Retirement Estimator
ch031eI would be confident in acting on the estimates given by the Social Security Administration's Retirement Estimatorconfident in acting on the estimates given Retirement Estimator
ch031fI would need additional information other than the estimates given by the Social Security Administration's Retirement Estimator to make decisions about my retirement savingsneed additional information besides Retirement Estimator
ch032Would you be willing to use the Social Security Administration's Retirement Estimator?willing to use the Retirement Estimator
ch033Why not? Please check the main reason.Why not use retirement estimator
ch036aI would be interested to know more about whether my state is planning an Auto IRA programinterested to know more about whether state is planning an Auto IRA program
ch036bA State Auto IRA would improve the retirement security of many AmericansA State Auto IRA would improve the retirement security of many Americans
ch036cMy family and I would benefit from a State Auto IRAMy family and I would benefit from a State Auto IRA
ch038_introHave you ever participated in the following activities to obtain information about retirement planning? Please select all that apply.Attended in-person classes/seminars
ch038aAttended in-person classes/seminarsAttended in-person classes/seminars
ch038bParticipated in online classes/seminarsParticipated in online classes/seminars
ch038cScheduled one-one-one meetings or consultationsScheduled one-one-one meetings or consultations
ch039In 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_introAfter 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
ch041aFamily, friends and/or colleaguesretirement planning Family, friends and/or colleagues
ch041bEmployerretirement planning Employer
ch041cTelevision, radio and/or newspaper and other mediaretirement planning Television and/or radio
ch041dSocial Security Administrationretirement planning Social Security Administration
ch041hOther government agencies (such as the Department of Labor or the Consumer Financial Protection Bureau)retirement planning websites other agencies
ch041jFor-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
ch041kNonprofit organizations such as AARPretirement planning Websites of nonprofit organizations e.g. AARP
ch041mCommunity organizations such as churches, libraries and community centersretirement planning Community organizations such as churches, libraries and community centers
ch042Periodically, the Social Security Administration sends a Social Security Statement to everyone who will be eligible to receive benefits. The Statement is a notice of yearly lifetime earnings covered under Social Security and estimated future benefits for workers age 18 and over.

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
ch043Thinking about the Statement you received from Social Security, how carefully did you read it? how careful read statement
ch044Social Security 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
ch045aKeep the Statement with important papers Keep the statement with important papers
ch045bChange your personal savings rateChange your personal savings rate
ch045cChange your financial plans for the futureChange your financial plans for the future
ch045dContact a financial advisorContact a financial advisor
ch045eContact the Social Security AdministrationContact the Social Security Administration
ch045fChange your intended claiming age for Social Security retirement benefitsChange your intended claiming age for Social Security retirement benefits
ch046In the future, how would you prefer to receive the Social Security Statement?future preference receive statement
ch047How will you file for your Social Security benefits?how file for benefits
ch048aWritten advice and materials (via the website or mailed directly) Written advice and materials (via the website or mailed directly)
ch048bWebinars or online videosWebinars or online videos
ch048cRetirement calculatorsRetirement calculators
ch048dPublic service announcements for television or radio Public service announcements for television or radio
ch048eSocial Security phone lineSocial Security phone line
ch049In 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
ch050aReplace a Social Security CardReplace a Social Security Card
ch050bCorrect mistakes in earnings on my Social Security recordCorrect mistakes in earnings on my Social Security record
ch050cReceive information about retirementReceive information about retirement
ch050dComplete an application for retirement benefitComplete an application for retirement benefit
ch050eSchedule an appointment to speak with someone about my applicationSchedule an appointment to speak with someone about my application
ch050fCheck on my application while it is being processedCheck on my application while it is being processed
ch050gGet a letter with proof of benefits, or a letter saying I do not receive benefitsGet a letter with proof of benefits, or a letter saying I do not receive benefits
ch050hEstimate future benefitsEstimate future benefits
ch050iGet my Social Security StatementGet my Social Security Statement
ch050jAppeal a decision about my benefitsAppeal a decision about my benefits
ch050kFind out if I qualify for benefitsFind out if I qualify for benefits
ch050lGet a replacement form SSA-1099 or SSA-1042SGet a replacement form SSA-1099 or SSA-1042S
ch050mCheck Social Security, Medicare, or Supplemental Security Income benefits and personalCheck Social Security, Medicare, or Supplemental Security Income benefits and personal
s7aDo you currently receive Social Security retirement benefits?currently receive Social Security benefits
uas16_s7aDo you currently receive Social Security retirement benefits?uas16 currently receive Social Security benefits
uas94_s7aDo you currently receive Social Security retirement benefits?uas94 currently receive Social Security benefits