Routing for UAS630
introSurvey (intro)
In this survey we will ask you some questions about how you prefer to receive information about retirement planning in general, and about Social Security. Some of these questions may look familiar to you, but we are trying to get a sense of your opinion today.
ch001 (retired)
Are you retired?
1 Yes
2 No
ch002 (ever tried figure out how much to save for retirement)
In the past, have you ever tried to figure out how much your household should save for retirement?
1 Yes
2 No
ch003 (tried develop retirement plan)
Have you ever tried to develop a plan for your retirement?
1 Yes
2 No
ch004_intro (ever sought information about retirement planning)
Have you ever sought information about retirement planning from any of the following sources?
Please select all that apply.
1 Family, friends and/or colleagues
2 Employer
3 Television, radio, newspaper and other media
4 Social Security Administration
8 Other government agencies (such as the Department of Labor, or the Consumer Financial Protection Bureau)
10 For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers)
11 Nonprofit organizations (such as AARP)
13 Community organizations (such as churches, libraries and community centers)
14 Other Internet sources (such as social media posts, blogs, podcasts, web searches)
15 None of the above
if 4 in ch004_intro then
Group of questions presented on the same screen
ch004_intro2 (how ssa sought information about retirement planning)
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.
1 Social Security Website
2 Phone line
3 In-person at Social Security office
4 Social media (Twitter, Facebook, etc.)
5 Other, please specify:
ch004_intro2_other (other ssa information sought)
STRING
End of group of questions
if 1 in ch004_intro2 then
ch004_intro2a (when last time website ssa)
When was the last time you went on the website of the Social Security Administration?
1 Less than a month ago
2 1-6 months ago
3 More than 6 months ago
ch004_intro2b (how regular website ssa)
How regularly would you say you have used the website?
1 One a month
2 Every few months
3 Once a year
4 Every few years
5 I only visited the website once
End of if
End of if
ch038_intro (ever attended in the following activities)
Have you ever participated in the following activities to obtain information about retirement planning? Please select all that apply.
1 Attended in-person classes/seminars
2 Participated in online classes/seminars
3 Scheduled one-one-one meetings or consultations
4 None of the above
Group of questions presented on the same screen
ch041_intro
How useful do you think these sources are when providing information about retirement planning? If you have never used them, please give us your best guess.
Subgroup of questions
ch041a (retirement planning Family, friends and/or colleagues)
Family, friends and/or colleagues
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch041b (retirement planning Employer)
Employer
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch041c (retirement planning Television and/or radio)
Television, radio and/or newspaper and other media
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch041d (retirement planning Social Security Administration)
Social Security Administration
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch041h (retirement planning websites other agencies)
Other government agencies (such as the Department of Labor or the Consumer Financial Protection Bureau)
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch041j (retirement planning Financial advisors/planner, accountant, insurance agent, banks and/or broker)
For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers)
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch041k (retirement planning Websites of nonprofit organizations e.g. AARP)
Nonprofit organizations such as AARP
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch041m (retirement planning Community organizations such as churches, libraries and community centers)
Community organizations such as churches, libraries and community centers
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
End of subgroup of questions
End of group of questions
Group of questions presented on the same screen
ch005_intro
How accurate do you think these sources are when providing information about
retirement planning?
Subgroup of questions
ch005a (Accurate Family, friends and/or colleagues)
Family, friends and/or colleagues
1 Very accurate
2 Somewhat accurate
3 Not very accurate
4 Not accurate at all
ch005b (Accurate Employer)
Employer
1 Very accurate
2 Somewhat accurate
3 Not very accurate
4 Not accurate at all
ch005c (Accurate Television and/or radio)
Television, radio, newspaper and other media
1 Very accurate
2 Somewhat accurate
3 Not very accurate
4 Not accurate at all
ch005d (Accurate Social Security Administration website)
Social Security Administration
1 Very accurate
2 Somewhat accurate
3 Not very accurate
4 Not accurate at all
ch005h (Accurate Websites of other government agencies (e.g. Department of Labor, Consumer Financial Protection Bureau or the Federal Deposit Insurance Corporation))
Other government agencies (such as the Department of Labor or the Consumer Financial Protection Bureau)
1 Very accurate
2 Somewhat accurate
3 Not very accurate
4 Not accurate at all
ch005j (Accurate Financial advisors/planner, accountant, insurance agent, banks and/or broker)
For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers)
1 Very accurate
2 Somewhat accurate
3 Not very accurate
4 Not accurate at all
ch005k (Accurate Websites of nonprofit organizations e.g. AARP)
Nonprofit organizations such as AARP
1 Very accurate
2 Somewhat accurate
3 Not very accurate
4 Not accurate at all
ch005m (Accurate Community organizations such as churches, libraries and community centers)
Community organizations such as churches, libraries and community centers
1 Very accurate
2 Somewhat accurate
3 Not very accurate
4 Not accurate at all
End of subgroup of questions
End of group of questions
Group of questions presented on the same screen
ch006_intro
How easy is it for you to understand information about retirement planning from these sources?
Subgroup of questions
ch006a (Understand Family, friends and/or colleagues)
Family, friends and/or colleagues
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch006b (Understand Employer)
Employer
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch006c (Understand Television, radio, newspaper and other media )
Television, radio, newspaper and other media
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch006d (Understand Social Security Administration website)
Social Security Administration
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch006h (Understand Websites of other government agencies (e.g. Department of Labor, Consumer Financial Protection Bureau or the Federal Deposit Insurance Corporation))
Other government agencies (such as the Department of Labor or the Consumer Financial Protection Bureau)
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch006j (Understand Financial advisors/planner, accountant, insurance agent, banks and/or broker)
For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers)
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch006k (Understand Websites of nonprofit organizations e.g. AARP)
Nonprofit organizations such as AARP
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch006m (Understand Community organizations such as churches, libraries and community centers)
Community organizations such as churches, libraries and community centers
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
End of subgroup of questions
End of group of questions
pref1 (preference for receiving info from SSA)
How do you prefer to receive information from the Social Security Administration?
1 Regular mail
2 Automated phone service
3 Calling the Social Security Administration’s national 800 number
4 Calling the Social Security Administration’s local office phone number
5 Internet (SSA.gov or my Social Security Account)
6 Email
7 Text
8 WhatsApp
9 Social Security Administration Mobile App
pref2 (preference for communicating with SSA)
How do you prefer to communicate with the Social Security Administration?
1 Regular mail
2 Automated phone service
3 Calling the Social Security Administration’s national 800 number
4 Calling the Social Security Administration’s local office phone number
5 Internet (SSA.gov or my Social Security Account)
6 Email
7 Text
8 WhatsApp
9 Social Security Administration Mobile App
Group of questions presented on the same screen
ch007_intro
How easy is it for you to access information about retirement planning from these sources?
Subgroup of questions
ch007a (Access Family, friends and/or colleagues)
Family, friends and/or colleagues
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch007b (Access Employer)
Employer
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch007c (Access Television, radio, newspaper and other media )
Television, radio, newspaper and other media
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch007d (Access Social Security Administration website)
Social Security Administration
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch007h (Access Websites of other government agencies (e.g. Department of Labor, Consumer Financial Protection Bureau or the Federal Deposit Insurance Corporation))
Other government agencies (such as the Department of Labor or the Consumer Financial Protection Bureau)
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch007j (Access Financial advisors/planner, accountant, insurance agent, banks and/or broker)
For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers)
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch007k (Access Websites of nonprofit organizations e.g. AARP)
Nonprofit organizations such as AARP
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
ch007m (Access Community organizations such as churches, libraries and community centers)
Community organizations such as churches, libraries and community centers
1 Very easy
2 Somewhat easy
3 Somewhat difficult
4 Very difficult
End of subgroup of questions
End of group of questions
Group of questions presented on the same screen
ch008 (ever visited any websites to get information)
Have you ever visited any of the following websites to get information about retirement planning? Please select all that apply.
1 Social Security Administration
2 Mymoney.gov
3 Department of Labor website
4 Internal Revenue Service website
5 Pension Benefit Guaranty Corporation website
6 FINRA Investor Education Foundation website
7 AARP website
8 American Institute of Certified Public Accountants website
9 Other, please specify:
10 None of the above
ch008_other (other ever visited any websites to get information)
STRING
End of group of questions
if ch001 != 1 then
Group of questions presented on the same screen
ch009_intro
Please tell us how strongly you agree or disagree with the following statements:
Subgroup of questions
ch009a (I currently have enough information to plan for my retirement)
I currently have enough information to plan for my retirement
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch009b (I am not interested in learning about retirement planning)
I am not interested in learning about retirement planning
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
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
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch009d (D. I am comfortable performing online transactions regarding my bank account/s and other financial services )
I am comfortable performing online transactions regarding my bank account/s and other financial services
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch009e (I am comfortable going online to seek information about retirement planning)
I am comfortable going online to seek information about retirement planning
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
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
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
End of subgroup of questions
End of group of questions
End of if
ch011_intro
Have you ever sought information about your Social Security retirement benefits from
the following sources? Please select all that apply.
1 Family, friends and/or colleagues
2 Employer
3 Television, radio, newspaper and other media
4 Social Security Administration
8 Other government agencies (such as the Department of Labor, or the Consumer Financial Protection Bureau)
10 For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers)
11 Nonprofit organizations (such as AARP)
13 Community organizations (such as churches, libraries and community centers)
14 None of the above
Group of questions presented on the same screen
ch039 (kind of information sought)
In the past, what kind of information have you sought about Social Security retirement benefits? Please select all that apply.
2 Your retirement age or that of a family member
3 When is the best age to claim
4 Effects of pensions on Social Security
5 Taxes on Social Security benefits
11 How much my benefits will be
6 How working while I receive Social Security retirement affects my benefit
8 Other, please specify:
9 None of the above
ch039_other (other info sought)
STRING
End of group of questions
ch012_intro (ever sought information about SS survivor benefits)
Have you ever sought information about your Social Security survivor benefits from the
following sources? Please select all that apply.
1 Family, friends and/or colleagues
2 Employer
3 Television, radio, newspaper and other media
4 Social Security Administration
8 Other government agencies (such as the Department of Labor, or the Consumer Financial Protection Bureau)
10 For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers)
11 Nonprofit organizations (such as AARP)
13 Community organizations (such as churches, libraries and community centers)
14 None of the above
ch013_intro (ever sought information about SS disability benefits)
Have you ever sought information about your Social Security disability benefits from the
following sources? Please select all that apply.
1 Family, friends and/or colleagues
2 Employer
3 Television, radio, newspaper and other media
4 Social Security Administration
8 Other government agencies (such as the Department of Labor, or the Consumer Financial Protection Bureau)
10 For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers)
11 Nonprofit organizations (such as AARP)
13 Community organizations (such as churches, libraries and community centers)
14 None of the above
ch013_intro2 (ever sought information about SS spousal benefits)
Have you ever sought information about your Social Security spousal benefits from the
following sources? Please select all that apply.
1 Family, friends and/or colleagues
2 Employer
3 Television, radio, newspaper and other media
4 Social Security Administration
8 Other government agencies (such as the Department of Labor, or the Consumer Financial Protection Bureau)
10 For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers)
11 Nonprofit organizations (such as AARP)
13 Community organizations (such as churches, libraries and community centers)
14 None of the above
ch014_intro (used any of the following sources to get info from ssa)
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.
1 SSA Facebook page
2 SSA posts on X (formerly known as twitter)
3 YouTube video from SSA
4 SSA "Social Security Matters" blog
5 SSA LinkedIn page
6 None of the above
if 4 IN ch004_intro OR 4 IN ch011_intro then
ch015_intro (any of following activities on SSA site)
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.
1 Apply for Social Security benefits
2 Get your Social Security Statement
3 Appeal a decision about your benefits
4 Find out if you qualify for benefits
5 Estimate future benefits
6 Get a letter with proof of benefits
7 Get a replacement SSA-1099 or SSA-1042S
8 Check Social Security benefits and personal information
9 Check Medicare benefits and personal information
10 Check Supplemental Security Income (SSI) benefits and personal information
11 Block electronic access to your information
12 Link services with other businesses, governments, payees and third parties
13 Request a letter saying you do not receive benefits from SSA
14 Look for information
15 None of the above
End of if
ch040_intro (after visiting SSA website did any of the following)
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.
1 Bring it to a financial planner
2 Call the SSA and speak to a live person
3 Share information with family and friends
4 Look for another source to confirm and/or clarify
5 None of the above
Group of questions presented on the same screen
ch016_intro
Now, thinking only about how you would like to receive information in the future, please tell us how useful you would find the following sources of information about Social Security benefits.
Subgroup of questions
ch016a (Information mailed by the Social Security Administration to my home)
Information mailed by the Social Security Administration to my home
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch016b (Public service announcements in the print media)
Public service announcements in the print media or their web sites
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch016c (Public service announcements in the television or radio)
Public service announcements in the television or radio
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch016d (Public service announcements via social media)
Public service announcements via social media (Facebook or Twitter)
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch016e (Information posted in community spaces)
Information posted in community spaces such as churches, libraries and community centers
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch016f (Information provided by a Social Security Administration representative in person)
Information provided by a Social Security Administration representative in person, in a location
such as community center or local school
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch016g (Information provided at my place of work)
Information provided at my place of work
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch016h (Web-based tutorials by the Social Security Administration (such as on YouTube))
Web-based tutorials by the Social Security Administration (for example in the form of YouTube videos or other platforms)
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch016i (A Social Security Administration smartphone application (app))
A Social Security Administration smartphone application (app)
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch016j (Information emails from Social Security Administration)
Information emails from Social Security Administration
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
End of subgroup of questions
End of group of questions
Group of questions presented on the same screen
ch017_intro
Please tell us how strongly you agree or disagree with the following statements:
Subgroup of questions
ch017a (have enough information about Social Security retirement eligibility and benefits)
I currently have enough information about my Social Security retirement eligibility and benefits
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch017b (receive more information from Social Security about benefits and planning for retirement)
I would like to receive more information from the Social Security Administration about my benefits and planning for my retirement
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch017c (trust more Social Security than other government sources)
I trust information about retirement planning provided by the Social Security Administration more than information from other government sources
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch017d (trust Social Security more than private or non-government sources)
I trust information about retirement planning provided by the Social Security Administration more than information from private or non-government sources
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch017e (can easily find information about Social Security retirement eligibility and benefits)
I can easily find the information I want/need about my Social Security retirement eligibility and
benefits
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch017f (Information provided in person by a Social Security representative is more relevant)
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
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch017g (always open and carefully read all mail received from Social Security Administration)
I always open and carefully read all mail I receive from the Social Security Administration
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch017h (comfortable performing online transactions related to Social Security benefits)
I am comfortable performing online transactions related to my Social Security benefits
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
End of subgroup of questions
End of group of questions
ch018 (heard about my social security)
"
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"?
1 Yes
2 No
if ch018 = 1 then
Group of questions presented on the same screen
ch019 (how heard about my social security)
Where did you hear about "my Social Security"? Please check all that apply.
1 Family, friends and/or colleagues
2 Employer
3 Television, radio, newspaper and other media
4 Social Security Administration
8 Other government agencies (such as the Department of Labor or the Consumer Financial Protection Bureau)
11 For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers)
12 Nonprofit organizations (such as AARP)
14 Community organizations (such as churches, libraries and community centers)
15 Other, please specify:
16 None of the above
ch019_other (other how heard about my social security)
STRING
End of group of questions
ch020 (set up a my Social Security account)
Have you set up a "my Social Security" account?
1 Yes
2 No
if ch020 = 1 then
ch022_intro (done any with my social security account)
Have you ever used "my Social Security" to do any of the following? Please select all that apply.
1 Track and verify your earnings
9 Get a replacement Social Security card
2 Get an estimate of future benefits
3 Get a letter with proof of benefits
4 Change your personal information such as address
5 Start or change your direct deposit
6 Get a replacement Medicare card
7 Get a replacement SSA-1099 or SSA-1042S
8 Review my Social Security Statement
10 None of the above
Group of questions presented on the same screen
ch023_intro
We are interested in your views about your "my Social Security" account. Please tell us the extent to which you agree or disagree with the following statements:
Subgroup of questions
ch023b (My Social Security account is easy to use)
"my Social Security" is easy to use
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch023c (personal information on my Social Security account is timely and accurate)
The personal information on "my Social Security" is timely and accurate
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch023a (confident in the security of personal information on my Social Security)
I am confident in the security of my personal information on my Social Security
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch023e (My Social Security account allows to perform most of the transactions needed)
"my Social Security" allows me to perform most of the transactions I need to conduct with regarding Social Security
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch023d (Transactions made on my Social Security account are reliable)
Transactions made on "my Social Security" account are reliable
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
End of subgroup of questions
End of group of questions
Else
Group of questions presented on the same screen
ch021 (Why not set up my social security)
Why not? Please check the main reason.
1 Do not like to provide or receive personal information online
2 Too burdensome to set up
3 Not very useful / no need right now
4 Tried but was not able to complete registration for technical reasons
5 Do not know enough about it
6 No particular reason
7 Other, please specify:
ch021_other (other reason not set up my social security account)
STRING
End of group of questions
End of if
Else
ch024 (willing to set up a my Social Security Account)
Would you be willing to set up a "my Social Security" Account?
1 Yes
2 No
3 Maybe/Don't know
if ch024 = 1 then
ch026_intro (Which of the following services do you think you would be likely to use)
Which of the following do you think you would be likely to do through your "my Social Security" account? Please select all that apply.
1 Track and verify your earnings
9 Get a replacement Social Security card
2 Get an estimate of future benefits
3 Get a letter with proof of benefits
4 Change your personal information such as address
5 Start or change your direct deposit
6 Get a replacement Medicare card
7 Get a replacement SSA-1099 or SSA-1042S
8 Review my Social Security Statement
10 None of the above
Else
Group of questions presented on the same screen
ch025 (why not set up my social security)
Why not? Please check the main reason.
1 Do not like to provide or receive personal information online
2 Too burdensome to set up
3 Not very useful / no need right now
4 I don’t think I would be eligible for "my Social Security" Account
5 Do not know enough about it
6 No particular reason
7 Other, please specify:
ch025_other (other why not set up my social security account)
STRING
End of group of questions
End of if
End of if
ch027 (heard about retirement benefit estimator)
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?
1 Yes
2 No
if ch027 = 1 then
Group of questions presented on the same screen
ch028 (how heard retirement benefit estimator)
Where did you hear about the retirement benefit estimator? Please select all that apply.
1 Family, friends and/or colleagues
2 Employer
3 Television, radio, newspaper and other media
4 Social Security Administration
8 Other government agencies (such as the Department of Labor or the Consumer Financial Protection Bureau)
11 For-profit financial industry (such as financial advisors/planners, accountants, insurance agents, banks and/or brokers)
12 Nonprofit organizations (such as AARP)
14 Community organizations (such as churches, libraries and community centers)
15 Other, please specify:
16 None of the above
ch028_other (other heard estimator)
STRING
End of group of questions
ch029 (ever used estimator)
Have you ever used the retirement benefit estimator?
1 Yes
2 No
if ch029 = 1 then
Group of questions presented on the same screen
ch029b (what used retirement calculator for)
What did you use the retirement benefit estimator for?
1 To estimate the amount of my benefit
2 To find out when I’m eligible
3 To learn how benefits are calculated
4 To verify my records
5 Other, please specify:
ch029b_other (other what used retirement calculator for)
STRING
End of group of questions
ch029c (able to compute retirement benefits per month)
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?
1 Yes
2 No
if ch029c = 1 then
ch029d (benefits as expected)
When you used the retirement benefit estimator, were the calculated benefits...
1 Less than expected
2 About what I expected
3 More than expected
End of if
Group of questions presented on the same screen
ch031_intro
We are interested in your experience with the Social Security Administration's retirement benefit estimator. Please tell us the extent to which you agree or disagree with the following statements:
Subgroup of questions
ch031a (calculator confident in the security of personal information)
I am confident in the security of my personal information
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch031b (The retirement benefit estimator is easy to use)
The Social Security Administration's retirement benefit estimator is easy to use
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch031c (estimates retirement benefit estimator accurate)
The estimates given by the Social Security Administration's retirement benefit estimator reflect my personal information accurately.
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch031d (possible actual benefits will vary from the retirement benefit estimator)
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
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch031e (confident in acting on the estimates given retirement benefit estimator)
I would be confident in acting on the estimates given by the Social Security Administration's retirement benefit estimator
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch031f (need additional information besides retirement benefit estimator)
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
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
End of subgroup of questions
End of group of questions
Else
Group of questions presented on the same screen
ch030 (why not used retirement benefit estimator)
Why not? Please check the main reason.
1 Do not like to provide or receive personal information online
2 Too burdensome to set up
3 Not very useful / no need right now
4 Tried but was not able to use it for technical reasons
5 Not eligible to use it
6 Do not know enough about it
7 No particular reason
8 Other, please specify:
ch030_other (other reason not used retirement estimator)
STRING
End of group of questions
End of if
ch029a (ever used any estimator)
Have you ever used any other retirement calculators available on the Social Security Administration's website?
1 Yes
2 No
Else
ch032 (willing to use the retirement benefit estimator)
Would you be willing to use the Social Security Administration's retirement benefit estimator?
1 Yes
2 No
if ch032 != 1 then
Group of questions presented on the same screen
ch033 (Why not use retirement benefit estimator)
Why not? Please check the main reason.
1 Do not like to provide or receive personal information online
2 Too burdensome to set up
3 Don’t think results would be accurate
4 Not very useful / no need right now
5 I don’t think I would be eligible
6 Do not know enough about it
7 No particular reason
8 Other, please specify:
ch033_other (other Why not use retirement estimator)
STRING
End of group of questions
End of if
ch029a (ever used any estimator)
Have you ever used any other retirement calculators available on the Social Security Administration's website?
1 Yes
2 No
End of if
ch042 (ever received social security statement)
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?
1 Yes
2 No
if ch042 = 1 then
ch042b (how reviewed last paper statement)
The last time you reviewed your Statement, did you review the paper Statement you received by mail, or an online version?
1 Paper version
2 Online version
ch043 (how careful read statement)
Thinking about the Statement you received from Social Security, how carefully did you read it?
1 Very carefully
2 Somewhat carefully
3 Not too carefully
4 Not at all carefully
5 Did not read it
factsheet_a (whether R read the Supplemental Factsheet)
Did you read the Supplemental Factsheet?
1 Yes
2 No
if factsheet_a = 1 then
factsheet_b (how carefully R read the Supplemental Factsheet)
How carefully did you read the Supplemental Factsheet?
1 Very carefully
2 Somewhat carefully
3 Not too carefully
4 Not at all carefully
End of if
ch044_ch16 (which parts of statement read)
The Social Security Administration would like your help determining which parts of the Social Security Statement were useful to people who read it. Which of the following sections of the Statement do you recall reading? Please select all that apply.
1 Retirement Benefits
2 Personalized Monthly Retirement Benefit Estimates
3 Disability Benefits
4 Survivors Benefits
11 Medicare
12 Earnings Record
7 Earnings Not Covered by Social Security
8 Important Things to Know about Your Social Security Benefits
9 Social Security Taxes Paid
10 None of the above
Group of questions presented on the same screen
ch045_intro (intro)
Have you already taken or are you likely to take any of the following actions as a result of receiving the Social Security Statement? Please choose Yes or No for each question:
Subgroup of questions
ch045a (Keep the statement with important papers)
Keep the Social Security Statement with important papers
1 Yes
2 No
ch045b (Change your personal savings rate)
Change your personal savings rate
1 Yes
2 No
ch045c (Change your financial plans for the future)
Change your financial plans for the future
1 Yes
2 No
ch045d (Contact a financial advisor)
Contact a financial advisor
1 Yes
2 No
ch045e (Contact the Social Security Administration)
Contact the Social Security Administration
1 Yes
2 No
ch045f (Change your intended claiming age for Social Security retirement benefits)
Change your intended claiming age for Social Security retirement benefits
1 Yes
2 No
End of subgroup of questions
End of group of questions
End of if
ch046 (future preference receive statement)
In the future, how would you prefer to receive the Social Security Statement?
1 By paper mail
2 Through the internet or email
3 Both
4 No preference
5 Not applicable
if ch046 = 1 then
Ch046_follow_A1 (why prefer paper statement)
Please select the reasons why you would prefer to receive the Social Security Statement on paper. Select all that apply:
1 I like to file the mailed Statement for my records, as it is an official document
2 It is easier to share a paper Statement with my spouse or other family members
3 It is easier to receive the Statement by mail
4 It takes more time to do things online
5 I would not know how to find my Statement online
6 I would be concerned about the privacy of my information online
7 I would not know how to retain an electronic copy of the Statement for my records
if cardinal(Ch046_follow_A1) > 1 then
Loop from 1 to 7
if cnt in Ch046_follow_A1 then
Ch046_follow_A2_options[cnt] := cnt
Else
Ch046_follow_A2_options[cnt] := empty
End of if
End of loop
Ch046_follow_A2 (main reason why prefer paper statement)
Which would you say is the main reason among the ones you selected?
1 I like to file the mailed Statement for my records, as it is an official document
2 It is easier to share a paper Statement with my spouse or other family members
3 It is easier to receive the Statement by mail
4 It takes more time to do things online
5 I would not know how to find my Statement online
6 I would be concerned about the privacy of my information online
7 I would not know how to retain an electronic copy of the Statement for my records
elseif Ch046_follow_A1 = response then
Ch046_follow_A2 := Ch046_follow_A1
End of if
elseif ch046 = 2 then
Group of questions presented on the same screen
Ch046_follow_B1 (why prefer online statement)
Please select the reasons why you would prefer to receive the Social Security Statement by internet or email. Select all that apply:
1 It is easier to keep electronic copies of the Statement for my records
2 It is easier to share electronic copies of the Statement with my spouse or other family
3 Receiving the Statement electronically helps prevent paper waste
4 Other, please specify:
Ch046_follow_B1_other (other why prefer online statement)
STRING
End of group of questions
if cardinal(Ch046_follow_B1) > 1 then
Loop from 1 to 4
if cnt in Ch046_follow_B1 then
Ch046_follow_B2_options[cnt] := cnt
Else
Ch046_follow_B2_options[cnt] := empty
End of if
End of loop
Ch046_follow_B2 (main reason why prefer online statement)
Which would you say is the main reason among the ones you selected?
1 It is easier to keep electronic copies of the Statement for my records
2 It is easier to share electronic copies of the Statement with my spouse or other family
3 Receiving the Statement electronically helps prevent paper waste
4 Other: [other why prefer online statement[]]
elseif Ch046_follow_B1 = response then
Ch046_follow_B2 := Ch046_follow_B1
End of if
End of if
Group of questions presented on the same screen
t_intro
Please indicate to what extent you agree with the following statements?
Subgroup of questions
t001 (trust Social Security Administration's communications are accurate and consistent)
I trust the Social Security Administration's communications are accurate and consistent (e.g., SSA website, letters, etc.).
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
t002 (trust Social Security Administration will protect personal information)
I trust the Social Security Administration will protect my personal information.
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
t003 (comfortable receiving electronic communication about retirement)
I am comfortable with receiving electronic communication about my retirement.
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
t004 (trust representatives Social Security Administration provide accurate and consistent information)
I trust that representatives from the Social Security Administration provide me with accurate and consistent information.
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
t005 (trust Social Security Administration is actively working to improve communication and services provided)
I trust that the Social Security Administration is actively working to improve communication and services provided to the public.
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
End of subgroup of questions
End of group of questions
Group of questions presented on the same screen
ch050_intro
For each of the following services, how would you prefer to contact Social Security?
Subgroup of questions
ch050a (Replace a Social Security Card)
Replace a Social Security Card
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
ch050b (Correct mistakes in earnings on my Social Security record)
Correct mistakes in earnings on my Social Security record
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
ch050c (Receive information about retirement)
Receive information about retirement
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
ch050d (Complete an application for retirement benefit)
Complete an application for retirement benefit
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
ch050e (Schedule an appointment to speak with someone about my application)
Schedule an appointment to speak with someone about my application
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
ch050f (Check on my application while it is being processed)
Check on my application while it is being processed
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
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
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
ch050h (Estimate future benefits)
Estimate future benefits
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
ch050i (Get my Social Security Statement)
Get my Social Security Statement
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
ch050j (Appeal a decision about my benefits)
Appeal a decision about my benefits
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
ch050k (Find out if I qualify for benefits)
Find out if I qualify for benefits
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
ch050l (Get a replacement form SSA-1099 or SSA-1042S)
Get a replacement form SSA-1099 or SSA-1042S
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
ch050m (Check Social Security, Medicare, or Supplemental Security Income benefits and personal info)
Check Social Security, Medicare, or Supplemental Security Income benefits and personal information
1 Speak on the phone with an employee at a national Teleservice Center
2 Speak on the phone with an employee at a local office
3 Visit a local office
4 Use the internet
5 Email
End of subgroup of questions
End of group of questions
pd001 (preferred device to obtain information about retirement)
What is your preferred device to obtain information about retirement?
1 Personally owned computer or laptop
2 Public computer or laptop (e.g., library, community center, etc.)
3 Tablet
4 Mobile device
5 Other
6 I prefer not to obtain information on the internet
pd002 (devices used to obtain retirement info)
What devices have you used to obtain information about retirement? Select all that apply:
1 Personally owned computer or laptop
2 Public computer or laptop (e.g., library, community center, etc.)
3 Tablet
4 Mobile Device
5 None of the above
uas16_s7a := getUAS16Preload("s7a")
uas94_s7a := getUAS94Preload("s7a")
uas231_s7a := getUAS231Preload("s7a")
uas457_s7a := getUAS457Preload("s7a")
uas629_s7a := getUAS629Preload("s7a")
if uas457_s7a = 1 OR uas629_s7a = 1 then
Else
s7a (currently receive Social Security benefits)
Do you currently receive Social Security retirement benefits?
1 Yes
2 No
End of if
if s7a != 1 then
ch047 (how file for benefits)
How will you file for your Social Security benefits?
1 Going to a Social Security office
2 Claiming online on the Social Security website
3 Filing a claim by phone
4 Filing a claim in another way, such as by mail
5 No preference
End of if
Group of questions presented on the same screen
ch048_intro
Listed below are some ways the Social Security Administration could provide information to working Americans. Please indicate how useful each of the following would be to you:
Subgroup of questions
ch048a1 (Written advice and materials via the website )
Written advice and materials via the website
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch048a2 (Written advice and materials mailed directly)
Written advice and materials mailed directly
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch048b (Webinars or online videos)
Webinars or online videos
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch048c (Retirement calculators)
Retirement calculators
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch048d (Public service announcements for television or radio )
Public service announcements for television or radio
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
ch048e (Social Security phone line)
Social Security phone line
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
End of subgroup of questions
End of group of questions
NEW_0800 (Whether used SSA National 800# phone line)
Have you used the Social Security Administration National 800# phone line?
1 Yes
2 No
3 I do not know
if NEW_0800 = 1 then
NEW_0800_useful (how useful using the SSA 800# was)
How useful did you find the Social Security Administration National 800# phone line?
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
End of if
NEW_localnumber (whether used phone line of local SSA office)
Have you used the phone line of your Social Security Administration Local Office?
1 Yes
2 No
3 I do not know
if NEW_localnumber = 1 then
NEW_localnumber_useful (how useful using the local SSA office phone line was)
How useful did you find the phone line of your Social Security Administration Local Office?
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
End of if
ch049 (future info most helpful to receive)
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.
1 How to plan for retirement
2 How to apply for Social Security benefits
3 How much your Social Security benefits will be
4 Information about the future solvency of the Social Security system
5 Taxes and deductions from Social Security benefits
6 Information about spousal and/or survivor benefits
7 None of the above
e001 (how much feel people like you have in getting the government)
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?
1 No say at all
2 Little say
3 Some say
4 A lot of say
5 Unlimited say
e002 (how U.S society generally views people like you)
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?
1 Very negative
2 Somewhat negative
3 Neither positive nor negative
4 Somewhat positive
5 Very positive
CS_001 (HOW PLEASANT INTERVIEW)
Could you tell us how interesting or uninteresting you found the questions in this survey?
1 Very interesting
2 Interesting
3 Neither interesting nor uninteresting
4 Uninteresting
5 Very uninteresting
CS_003 (comments)
Do you have any other comments on the survey? Please type these in the box below. (If you have no comments, please click next to complete this survey.)
STRING