Introduction
Background
Descriptive Statistics from the National Beneficiary Survey
National Beneficiary Survey Public Use Files
Round 1 Documentation and Public Use Files
Round 2 Documentation and Public Use Files
Round 3 Documentation and Public Use Files
Round 4 Documentation and Public Use Files

Introduction

The National Beneficiary Survey (NBS), sponsored by our Office of Retirement and Disability Policy and conducted by Mathematica Policy Research (Mathematica), collects data from a national sample of Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) beneficiaries and a sample of Ticket to Work program participants. We conducted the first four rounds of the NBS in 2004, 2005, 2006, and 2010. We will be implementing additional survey rounds in 2015, 2017, and 2019.

The NBS collects data on a wide range of topics including socio-demographic information, limiting conditions, health and functional status, health insurance, interest in work, barriers to work, use of services, employment, income, and experience with Social Security programs. As a result, both we and external researchers interested in disability and employment issues can use the survey data for research, policymaking, and program-planning efforts. Some sections of the first four rounds of the NBS target beneficiary activity directly related to the Ticket to Work (TTW) program. Future rounds of the NBS will shift from focusing on the TTW program and will include more information on the factors associated with successful and unsuccessful work attempts by beneficiaries.

We conducted the survey using computer-assisted telephone interviewing (CATI). For beneficiaries who did not respond to the CATI interview or who preferred or required an in-person interview, we followed up using computer-assisted personal interviewing (CAPI). In an effort to ensure that the survey represents the full range of beneficiary perspectives, we field the survey using procedures that accommodate the needs of respondents with all kinds of disabilities.

We have created Public Use Files for the first four rounds of the NBS. For more information about the Public Use Files, please continue to the NBS Public Use page.

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Background

We designed the NBS to provide information on our beneficiaries with disabilities that is not otherwise available through our administrative data or from other public databases. The NBS focuses on the disability, demographic and human capital characteristics of our beneficiaries with disabilities, their awareness of our work incentive programs, and their attitudes toward work. The initial NBS survey includes four national cross-sectional surveys (called rounds) of Ticket-eligible disability beneficiaries—one each in 2004, 2005, 2006, and 2010—and cross-sectional surveys of Ticket participants in each of three groups of States (Phase 1, Phase 2, and Phase 3 States)—defined by the year in which the TTW program was rolled out. In addition, we followed the first TTW participant cohort in each group of Ticket roll-out States longitudinally through 2006. Following the 2006 NBS, we revised some questions to address the experiences of TTW participants under new TTW regulations that we implemented in July 2008. We implemented this fourth round of the NBS in 2010.

We designed the NBS to meet five key objectives: 1. Provide data on the work-related goals and activities of SSDI and SSI beneficiaries; 2. Collect data that will allow us to evaluate employment outcomes for SSDI and SSI beneficiaries who work; 3. Collect data on service use, barriers to work, and perceptions about Social Security programs (including TTW) designed to help beneficiaries with disabilities find and keep jobs; 4. Collect data on the characteristics and program experiences of beneficiaries who use their Tickets; and 5. Gather information about beneficiaries who do not use their Tickets and the reasons they do not. These first three objectives are general in nature and relate to all SSA beneficiaries. Only the last two goals are specific to the TTW program.

In future rounds of the NBS, we will collect fewer details on TTW and more information on the factors associated with successful and unsuccessful work attempts. The next three rounds will consist of nationally representative samples of all working age SSDI and SSI beneficiaries and samples of the most successful working beneficiaries.

The NBS collects data on a wide range of topics including employment, limiting conditions, experience with Social Security programs, employment services, health and functional status, health insurance, income, and socio-demographic information. All information that we collect is strictly confidential and we do not report it in any way that identifies survey respondents. We do not use the information collected for the NBS to determine the continuing eligibility of respondents for disability benefits.

We have created Public Use Files for the first four rounds of the NBS. For more information about the Public Use Files, please continue to the NBS Public Use page.

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Descriptive Statistics from the National Beneficiary Survey

The following papers, completed as part of the TTW evaluation, provide general statistics for Social Security beneficiaries with disabilities and TTW program participants. For more information on the TTW evaluation and links to all of the reports, please visit the TTW page.

2010 National Beneficiary Survey: Methodology and Descriptive Statistics” Final Report.

April 2012

In this paper, we provide a description of the sampling design and the data collection activities for Round 4 (2010) of the Social Security Administration (SSA) National Beneficiary Survey (NBS). The NBS collects data from a national sample of working-age (age 18 to 64) DI and SSI beneficiaries and a sample of TTW participants. We have completed four rounds of the NBS, in 2004, 2005, 2006, and 2010. In this paper, we update the descriptive statistics from the appendices to earlier TTW evaluation reports. In this paper we do not analyze the NBS data, but rather provide a data resource to support the analyses conducted in other papers for the seventh report.  It also provides general statistics for Social Security beneficiaries with disabilities and TTW program participants.

2006 National Beneficiary Survey: Methodology and Descriptive Statistics" Final Report.

October 2009

In this paper, we provide a description of the sampling design and the data collection activities for Round 3 (2006) of the Social Security Administration (SSA) National Beneficiary Survey (NBS). The NBS collects data from a national sample of working-age (age 18 to 64) DI and SSI beneficiaries and a sample of TTW participants. We have completed three rounds of the NBS, in 2004, 2005, and 2006. In this paper, we update the descriptive statistics from the appendices to earlier TTW evaluation reports. It does not include analysis, but rather is a data resource to support the analyses conducted in other papers for the fifth report and for general information about SSA beneficiaries with disabilities.

The following papers, also completed as part of the TTW evaluation, use NBS data:

Seventh TTW Evaluation Report

“Ticket to Work Participant Characteristics and Outcomes Under the Revised Regulations,” Final Report.

Fifth TTW Evaluation Report

“Characteristics, Employment, and Sources of Support among Working-Age SSI and DI Beneficiaries," Final Report.

“SSI and DI Beneficiaries with Work-Related Goals and Expectations,” Final Report.

“Longitudinal Experiences of an Early Cohort of Ticket to Work Participants,” Final Report.

Fourth TTW Evaluation Report

Third TTW Evaluation Report

Second TTW Evaluation Report

 

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