Research & Analysis by Jody Schimmel Hyde
The Alignment Between Self-Reported and Administrative Measures of Disability Program Application and Benefit Receipt in the Health and Retirement Study
This study examines the differences between self-reported data and administrative records on Social Security Disability Insurance (DI) and Supplemental Security Income (SSI) application and benefit receipt using survey data from the Health and Retirement Study linked to the Social Security Administration's Form 831 records and Disability Analysis File. The authors find that aggregate survey reports of DI and SSI application and benefit receipt are lower than administrative records indicate and that individual-level misreporting is common, although both sources indicate similar incidence patterns.
The Benefit Receipt Patterns and Labor Market Experiences of Older Workers Who Were Denied Social Security Disability Insurance Benefits on the Basis of Work Capacity
In this article, the authors use linked survey and administrative data to identify Social Security Disability Insurance applicants who received a denial at steps 4 and 5 of the Social Security Administration's sequential evaluation process for disability determination. The authors document the denied applicants' demographic characteristics and the characteristics of the occupations they held before application and track their postdenial benefit receipt, employment, and earnings patterns.
This article summarizes findings from selected research conducted under the Social Security Administration's (SSA's) Disability Research Consortium (DRC) at the Mathematica Center for Studying Disability Policy. Mathematica researchers, often in collaboration with SSA and other research institutions, have conducted studies addressing five broad topic areas. Those topics are Social Security Disability Insurance applicants and their potential ability to remain in the labor force; factors affecting participation in the federal disability programs; the characteristics, well-being, and employment of disability program participants; special populations of people with disabilities; and access to health insurance for people with disabilities. The studies highlight how the DRC has supported a broad range of rigorous, policy-relevant research and made important contributions to the body of knowledge on those topics.
Social Security Administration Payments to State Vocational Rehabilitation Agencies for Disability Program Beneficiaries Who Work: Evidence from Linked Administrative Data
This article's authors use linked administrative data from the Social Security Administration (SSA) and the Department of Education's Rehabilitation Services Administration to evaluate SSA's investment in services provided by the federal-state Vocational Rehabilitation (VR) program. A unique data resource permits a comparison of the value of SSA payments to state VR agencies for services provided to disability program beneficiaries who find and maintain a substantial level of work with the value of the cash benefits those beneficiaries forgo because of work. The authors find that the value of cash benefits forgone by beneficiaries after applying for VR services is substantially greater than the value of SSA payments to state VR agencies for those services, although the portion of the difference that is attributable to VR services cannot be determined.
Changes to the Ticket to Work Regulations in 2008 Attracted Providers and Participants, but Impacts on Work and Benefits Are Unclear
In this article, the authors use administrative data from the Social Security Administration to explore employment service provider and beneficiary participation in the Ticket to Work program over time and to assess the extent to which participants had earnings sufficient to have their cash benefits suspended or terminated for work. The authors focus on the effects of 2008 regulatory changes to the program on participation and participant earnings.
How Common is "Parking" among Social Security Disability Insurance Beneficiaries? Evidence from the 1999 Change in the Earnings Level of Substantial Gainful Activity
The authors explore the extent to which Social Security Disability Insurance (DI) beneficiaries restrain their earnings below the substantial gainful activity (SGA) level in order to maintain their cash benefits. The extent of “parking” is measured by exploiting the 1999 change in the nonblind SGA earnings level from $500 to $700 and assessing its effect on cohorts of DI beneficiaries who completed their trial work period, one of which was affected by the SGA change, and one that was not.
The authors use longitudinal Social Security administrative data to produce statistics on the number of Disability Insurance (DI) and Supplemental Security Income (SSI)-only beneficiaries whose cash benefits were first suspended or terminated because of work and on the number of months thereafter that those beneficiaries remained in nonpayment status before their return to the program rolls, attainment of the full retirement age, or death—for each year from 2002 through 2006. We also explore differences by program title (DI versus SSI-only) and by participation in the Ticket to Work program. Finally, we examine outcome payments made on behalf of Ticket to Work participants in months of nonpayment status following suspension or termination because of work.