Background
Descriptive Statistics and Reports from the National Beneficiary Survey
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

Background

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 nationally representative sample of Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) beneficiaries.  We conducted the first four rounds of the NBS in 2004, 2005, 2006, and 2010, with three additional rounds in 2015, 2017, and 2019.  The first four rounds of the NBS included a topical sample of Ticket to Work program participants, and the 2017-2019 rounds include topical samples of SSDI and SSI beneficiaries who have been successful with work.  We will re-contact successful workers from the 2017 sample for follow-up interviews in 2019. The 2015 round includes in-depth, qualitative interviews with 91 SSDI and SSI beneficiaries who have been successful with work. 

The NBS collects data on a wide range of topics not available in our administrative data, 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. Beginning with the 2015 NBS, the survey is shifting from focusing on the TTW program to collecting more information on the factors associated with successful and unsuccessful work attempts by beneficiaries.

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 the first four rounds of the NBS. We will post the Public Use File for the 2015 NBS in the spring of 2017. For more information about the Public Use Files, please continue to the NBS Public Use page.

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Descriptive Statistics and Reports from the National Beneficiary Survey

The following paper, completed as part of the most recent 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

“Employment Experiences of Young Adults and High Earners Who Receive Social Security Disability Benefits: Findings from Semistructured Interviews”

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. 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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