Major Activities
Occupational Information System Project
The National Beneficiary Survey (NBS)
Background
Descriptive Statistics and Reports from the National Beneficiary Survey
Factsheets
NBS Participants Page
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
Round 5 Documentation and Public Use Files
Round 6 Documentation and Public Use Files
Round 7 Documentation and Public Use Files
The National Beneficiary Survey (NBS), sponsored by our Office of Retirement and Disability Policy, provides SSA, Congress, other policymakers, and researchers with information about key health, employment, and socio-demographic factors that contribute to Social Security Disability Insurance (SSDI) beneficiaries’ and Supplemental Security Income (SSI) recipients’ successful or unsuccessful employment efforts. The NBS collects data on a wide range of variables not available in the agency’s administrative systems, including socio-demographic information, health and functional status, health insurance, interest in work, barriers to work, use of services, employment, income, and experience with Social Security programs.
The agency-through its NBS contractor, Mathematica Policy Research-has administered seven rounds of the NBS in 2004, 2005, 2006, 2010, 2015, 2017 and 2019. While each NBS round provides key information on a nationally representative sample of adult SSDI beneficiaries and SSI recipients, the survey typically includes an additional topical module that focuses on a more targeted sample of beneficiaries and recipients. In particular, the first four rounds of the NBS include a topical sample of Ticket to Work program participants, and the 2017-2019 rounds include topical samples of SSDI beneficiaries and SSI recipients who have been successful with work. In addition, the 2019 round incorporates a longitudinal component by re-contacting successful workers from the 2017 sample for follow-up interviews. The 2015 round includes in-depth, qualitative interviews with 91 SSDI beneficiaries and SSI recipients who have been successful with work. The data from the 2017 and 2019 NBS include new questions related to circumstances that help or hinder continued success with work. The 2019 NBS is currently the latest data available.
We conduct the survey using computer-assisted telephone interviewing (CATI). For beneficiaries who do not respond to the CATI interview or who prefer or require an in-person interview, we follow 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.
All information that we collect for the NBS 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 all seven rounds of the NBS. For more information about the Public Use Files, please continue to the NBS Public Use page.Descriptive Statistics and Reports from the National Beneficiary Survey
The following report provides key descriptive statistics from the 2015 NBS, including beneficiary characteristics and health, program and service participation, employment interest and activity, job characteristics, and benefits and employment interaction.
March 2018
“National Beneficiary Survey: Disability Statistics, 2015”
The following paper, completed as part of the 2015 round of the NBS, provides information on the obstacles to finding and maintaining a job and the variety of strategies beneficiaries use to overcome them.
March 2016
Prior analyses of the NBS data have shown the many factors that can help or hinder a beneficiary’s efforts to find work. To complement the NBS, we used SSA administrative data to identify SSI recipients and SSDI beneficiaries whose patterns of work and earning suggested they had the best odds of reducing their dependence on benefits or leaving the benefit rolls. We conducted in-depth interviews asking them about their benefit experiences and their attempts to find and keep jobs.
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. 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. 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.
These Fact Sheets answer questions about Social Security Disability Insurance (SSDI) beneficiaries and Supplemental Security Income (SSI) recipients, including Ticket to Work participants, using data from the National Beneficiary Survey (NBS).
NBS Fact Sheet 1: Health Insurance Coverage
This Fact Sheet examines how many SSA beneficiaries have health insurance and whether beneficiaries who work are more likely to have healthcare than those who do not work.
NBS Fact Sheet 2: Health Status
This Fact Sheet examines how SSA beneficiaries rate their own health and whether working beneficiaries are healthier than non-working beneficiaries.
NBS Fact Sheet 3: Work and Work Goals
This Fact Sheet examines how many SSA beneficiaries are working or have an interest in working.
NBS Fact Sheet 4: Reason Not Working
This Fact Sheet examines the reasons SSA beneficiaries reported for not working in 2004.
NBS Fact Sheet 5: TTW Awareness
This Fact Sheet examines beneficiary awareness of Ticket to Work and several other SSA work incentive programs in 2006. It compares awareness of work incentives for work-oriented beneficiaries and beneficiaries who are not work-oriented.
NBS Fact Sheet 6: TTW Participant Characteristics
This Fact Sheet examines the characteristics of Ticket to Work participants and how they compare to non-participants.
NBS Fact Sheet 7: Service Use
This Fact Sheet examines the service use of SSI and SSDI beneficiaries and their reasons for using services.
NBS Fact Sheet 8: Service Use by Work-Oriented Status
This Fact Sheet examines the service use of work-oriented and not work-oriented beneficiaries and their reasons for using services.
NBS Fact Sheet 9: Work Activity by Title
This Fact Sheet examines the work activity of SSI, SSDI, and concurrent beneficiaries, including their wages and hours worked.
NBS Fact Sheet 10: Work Activity by Ticket to Work Participation
This Fact Sheet examines the work activity of Ticket to Work participants and nonparticipants, including their wages and hours worked.
NBS Fact Sheet 11: National Comparisons of Work
This Fact Sheet examines the employment rate and full-time work of Social Security disability beneficiaries compared to the working-age US population and working-age persons with a disability.
NBS Fact Sheet 12: Health Insurance Over Time
This Fact Sheet compares health insurance coverage in 2003 and 2014 using data from rounds 1 and 5 of the National Beneficiary Survey.
NBS Fact Sheet 13: Educational Attainment Over Time
This Fact Sheet compares the educational attainment of disability beneficiaries in 2005 and 2015 using data from rounds 2 and 5 of the National Beneficiary Survey.
NBS Fact Sheet 14: Sociodemographic Characteristics of Beneficiaries by Work Orientation
This Fact Sheet examines the characteristics of work-oriented beneficiaries and how they compare to those who are not work-oriented.
NBS Fact Sheet 15: Internet Use Among Beneficiaries
This Fact Sheet examines the internet use of Social Security disability beneficiaries.