Routing for UAS113
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
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
2 No
ch003 (tried develop retirement plan)
Have you ever tried to develop a plan for your retirement?
1 Yes
2 No
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 None of the above
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
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:
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)
STRINGEnd 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
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
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
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
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
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
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
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
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
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
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
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? If you have never used them, please give us your best guess.
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
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
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
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
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
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
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
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
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? If you have never used them, please give us your best guess.
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
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
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
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
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
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
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
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
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
ch007_intro
How easy is it for you to access information about retirement planning from these sources? If you have never used them, please give us your best guess.
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
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
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
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
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
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
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
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
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
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)
STRINGEnd 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
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
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
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
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
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
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
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
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)
STRINGEnd 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
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
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
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 Social Security.
Have you used any of the following sources to get information from the Social Security Administration? Please select all that apply.
Have you used any of the following sources to get information from the Social Security Administration? Please select all that apply.
1 Visited the Social Security Administration’s Facebook page
2 Read a tweet from Social Security Administration
3 Watched a YouTube video from Social Security Administration
4 None of the above
2 Read a tweet from Social Security Administration
3 Watched a YouTube video from Social Security Administration
4 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
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
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
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
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
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
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
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
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
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
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
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
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 Social Security about my benefits and planning for my retirement
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
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
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
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
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
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
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
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?
Have you previously heard about My Social Security?
1 Yes
2 No
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
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)
STRINGEnd 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
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 None of the above
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 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
ch023a (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
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch023b (My Social Security account is easy to use)
My Social Security account is easy to use
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
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 account is timely and accurate
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
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
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 account 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
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:
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)
STRINGEnd 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
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 None of the above
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 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:
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)
STRINGEnd of group of questions
End of if
End of if
ch027 (heard about retirement estimator)
The 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?
Have you previously heard about the Retirement Estimator?
1 Yes
2 No
2 No
if ch027 = 1 then
Group of questions presented on the same screen
ch028 (how heard estimator)
Where did you hear about it? 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
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)
STRINGEnd of group of questions
ch029 (ever used estimator)
Have you ever used the Retirement Estimator?
1 Yes
2 No
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 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:
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)
STRINGEnd of group of questions
ch029c (able to compute retirement benefits per month)
When you used the Estimator, were you able to compute how much you will receive in retirement benefits per month from Social Security?
1 Yes
2 No
2 No
if ch029c = 1 then
ch029d (benefits as expected)
When you used the Estimator, were the calculated benefits...
1 Less than expected
2 About what I expected
3 More 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 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
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch031b (The Retirement Estimator is easy to use)
The Social Security Administration's Retirement Estimator is easy to use
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch031c (estimates Retirement Estimator accurate)
The estimates given by the Social Security Administration's Retirement Estimator reflect my personal information accurately.
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch031d (possible actual benefits will vary from the Retirement Estimator)
It is possible that my actual Social Security retirement benefit will vary from the estimates given by the Social Security Administration's Retirement Estimator
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch031e (confident in acting on the estimates given Retirement Estimator)
I would be confident in acting on the estimates given by the Social Security Administration's Retirement Estimator
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
ch031f (need additional information besides Retirement Estimator)
I would need additional information other than the estimates given by the Social Security Administration's Retirement Estimator to make decisions about my retirement savings
1 Strongly agree
2 Somewhat agree
3 Somewhat disagree
4 Strongly disagree
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 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:
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)
STRINGEnd 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
2 No
Else
ch032 (willing to use the Retirement Estimator)
Would you be willing to use the Social Security Administration's Retirement Estimator?
1 Yes
2 No
2 No
if ch032 != 1 then
Group of questions presented on the same screen
ch033 (Why not use retirement 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:
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)
STRINGEnd 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
2 No
End of if
ch042 (ever received social security statement)
Periodically, 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?
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
2 No
if ch042 = 1 then
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
2 Somewhat carefully
3 Not too carefully
4 Not at all carefully
5 Did not read it
ch044 (which parts read)
Social 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.
1 Information about the future of Social Security
2 My projected benefit amount
3 Record of my yearly earnings
4 Amount of Social Security taxes paid
5 General information about Social Security services and products
6 Information about Social Security website
7 None of the above
2 My projected benefit amount
3 Record of my yearly earnings
4 Amount of Social Security taxes paid
5 General information about Social Security services and products
6 Information about Social Security website
7 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 Statement? Please choose Yes or No for each question:
Subgroup of questions
ch045a (Keep the statement with important papers)
Keep the Statement with important papers
1 Yes
2 No
2 No
ch045b (Change your personal savings rate)
Change your personal savings rate
1 Yes
2 No
2 No
ch045c (Change your financial plans for the future)
Change your financial plans for the future
1 Yes
2 No
2 No
ch045d (Contact a financial advisor)
Contact a financial advisor
1 Yes
2 No
2 No
ch045e (Contact the Social Security Administration)
Contact the Social Security Administration
1 Yes
2 No
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
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
2 Through the internet or email
3 Both
4 No preference
5 Not applicable
uas16_s7a := getUAS16Preload("s7a")
uas94_s7a := getUAS94Preload("s7a")
if uas16_s7a = 1 OR uas94_s7a = 1 then
s7a := 1
Else
s7a (currently receive Social Security benefits)
Do you currently receive Social Security retirement benefits?
1 Yes
2 No
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
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
ch048a (Written advice and materials (via the website or mailed directly) )
Written advice and materials (via the website or mailed directly)
1 Very useful
2 Somewhat useful
3 Not very useful
4 Not useful at all
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
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
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
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
2 Somewhat useful
3 Not very useful
4 Not useful at all
End of subgroup of questions
End of group of questions
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
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
CS_001 (HOW PLEASANT INTERVIEW)
Could you tell us how interesting or uninteresting you found the questions in this interview?
1 Very interesting
2 Interesting
3 Neither interesting nor uninteresting
4 Uninteresting
5 Very uninteresting
2 Interesting
3 Neither interesting nor uninteresting
4 Uninteresting
5 Very uninteresting
CS_003 (comments)
Do you have any other comments on the interview? Please type these in the box below.(If you have no comments, please click next to complete this survey.)
STRING