Go Direct Insert Testing Mini-Focus Groups

Generic Clearance for the Collection of Qualitative Feedback on Agency Service Delivery

Insert Testing Screener 9-23-11

Go Direct Insert Testing Mini-Focus Groups

OMB: 1510-0076

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FEDERAL RESERVE BANK

INSERT TESTING FOCUS GROUPS

SOCIAL SECURITY CHECK RECIPIENT SCREENER


Name: _________________________________________________________


Address: _________________________________________________________


City, State, Zip: _________________________________________________________


Phone: _________________________________________________________


Recruiter: _________________________________________________________


TBD 2011 – Dallas Mini-Focus Groups


10-10:45 RECRUIT 5 FOR 3 TO SHOW

10-10:45 RECRUIT 5 FOR 3 TO SHOW


11-11:45 RECRUIT 5 FOR 3 TO SHOW

11-11:45 RECRUIT 5 FOR 3 TO SHOW


11-45 – 12:45 BREAK


1-1:45 RECRUIT 5 FOR 3 TO SHOW

1-1:45 RECRUIT 5 FOR 3 TO SHOW


2-2:45 RECRUIT 5 FOR 3 TO SHOW

2-2:45 RECRUIT 5 FOR 3 TO SHOW


3-3:45 RECRUIT 5 FOR 3 TO SHOW

3-3:45 RECRUIT 5 FOR 3 TO SHOW



[ASK TO SPEAK TO SPECIFIC PERSON FROM THE SOCIAL SECURITY CHECK RECIPIENT SAMPLE LIST. NO OTHER PERSON IN THE HOUSEHOLD QUALIFIES FOR THE SURVEY.]


Hello. My name is __________ and I’m calling from KRC Research on behalf of the U.S. Department of the Treasury. We are an independent research firm working with the Department of the Treasury. This is NOT a sales call. We are conducting a research discussion group in your area of people who receive federal benefit payments from the Social Security Administration to help us better understand how the Social Security benefit payment system works for you.


Again, this call is for research purposes only. The Department of the Treasury is not interested in your name or in any specific details about you as an individual.


This research discussion group will be held on (DATE) at (EXACT TIME) and last approximately 45 minutes. The discussion will include about three or four other Social Security benefit recipients such as yourself. Your participation is voluntary and will not affect the amount of your benefit payment. As a token of our appreciation for your time, you will receive $75 for participating in the discussion group. Would you be available at that time? (IF NO, THANK THEM AND TERMINATE THE CALL.)


To make sure that we are reaching a variety of people, I have a few questions for demographic purposes only.


IF TERMINATE DURING SCREENING PROCESS READ: I’m sorry, we already have enough participants in that category. Thank you very much for your time.


INTERVIEWER INSTRUCTION: IF RESPONDENT EXPRESSES CONCERN AT ANY POINT DURING THE INTERVIEW, REASSURE THEM THAT YOU DO NOT WORK FOR THE GOVERNMENT. YOU ARE WORKING FOR AN INDEPENDENT RESEARCH COMPANY. THEIR ANSWERS AND PARTICIPATION WILL BE COMPLETELY CONFIDENTIAL AS REQUIRED BY LAW AND THEIR INDIVIDUAL RESPONSES WILL NOT BE SHARED WITH ANYONE.


IF RESPONDENT WANTS A PHONE NUMBER TO CALL TO VERIFY THIS IS A LEGITIMATE SURVEY: BARBARA BRUMLEY OF THE FEDERAL RESERVE BANK AT 314-444-4780.



1 RECORD GENDER:



Male

RECRUIT A MIX


Female

2 Do you or does anyone in your immediate family work for any of the following?
(READ LIST.)



YES

NO


In advertising or public relations?


In marketing or opinion research?


In journalism or for the news media?


For the US Department of Treasury?


TERMINATE IF YES TO ANY OF ABOVE.



3 I am going to read some statements that may or may not describe you. As I read each one, please tell me whether it describes you, or not really? (READ RESPONSES. ACCEPT ALL THAT APPLY.)




YES

NO


You receive a Social Security payment for yourself


You receive a Social Security payment for someone else


PARTICIPANTS MUST RECEIVE A SOCIAL SECURITY PAYMENT FOR THEMSELVES TO QUALIFY. IF ANSWER IS “NO” TO FIRST CATEGORY ABOVE, TERMINATE.


IF RESPONDENT ALSO RECEIVES A FEDERAL BENEFIT PAYMENT FOR SOMEONE ELSE READ: For the following questions, please answer only about your own federal benefit payment.


4 Do you currently have a checking or savings account?



Yes

CONTINUE


No

CONTINUE


5 Do you currently receive your Social Security payment as a paper check in the mail, directly deposited into your bank account, or through some other means? (DO NOT READ ANSWER CHOICES.)



Paper check

CONTINUE


Direct deposit

TERMINATE


The Direct Express card

TERMINATE


Some other way

TERMINATE


Don’t know/refused (VOL)

TERMINATE


6 Who makes the decision on HOW you receive your payments? Do you make the decision yourself, make the decision along with someone else, or does someone else make the decision for you? (ACCEPT ONE RESPONSE.)



Make the decision yourself

CONTINUE


Make the decision along with someone else

CONTINUE


Someone else makes the decision for you

TERMINATE



7 How do you feel about direct deposit to a checking or savings account as a way to receive your Social Security benefit payment? (READ RESPONSES.)



Very favorable



Somewhat favorable



Neutral



Somewhat unfavorable



Very unfavorable



Don’t know/refused (VOL)



RECRUIT A MIX OF PARTICIPANTS BASED ON RESPONSES TO THIS QUESTION.


8 How do you feel about receiving your Social Security benefit payment electronically on a debit card? (READ RESPONSES.)



Very favorable



Somewhat favorable



Neutral



Somewhat unfavorable



Very unfavorable



Don’t know/refused (VOL)



RECRUIT A MIX OF PARTICIPANTS BASED ON RESPONSES TO THIS QUESTION.


9 What is your age? (RECORD.) ___________________


18-34

RECRUIT A MIX


35-44


45-54


55-64


65+

RECRUIT AT LEAST 2-3 PER GROUP


Don’t know/refused (VOL)

TERMINATE


10 What is the last grade of school you have completed? (READ LIST. RECORD.)



Less than grade six

RECRUIT A MIX


Grade six to eight


Some high school


Completed high school


Completed GED


Some college or trade school


Completed college


Some post graduate or professional school


Don’t know/refused (VOL)



11A Would you describe yourself as… (READ RESPONSES.)




YES

NO


Hispanic or Latino

Go to 11 B


Prefer not to answer (VOL)



11.B Would you describe yourself as (READ RESPONSES. ACCEPT MULTIPLE ANSWERS)


American Indian or Alaskan Native

RECRUIT A MIX


Asian


Black or African American


Native Hawaiian or other Pacific Islander


White


Don’t know/refused (VOL)




12 Approximately how many years have you been receiving your Social Security benefit payment?


Less than 1 year

TERMINATE


1-2 years

TERMINATE


3-5 years

CONTINUE


6 or more years


13 When was the last time, if ever, that you participated in a marketing research study? (READ LIST.)


Within the past 6 months

TERMINATE


More than 6 months ago

CONTINUE


Never


14 Sometimes participants are also asked to view or read materials and write out their answers on a questionnaire. Is there any reason why you could not participate? If you need glasses to read, please remember to bring them.



Yes

TERMINATE


No

CONTINUE


NOTE: Terminate if respondent offers any reason such as sight or hearing problem, a written or verbal language problem, or a concern with not being able to communicate effectively.


INVITATION:


We would like to invite you to participate in a marketing research discussion group. The group will take 2 hours of your time and you will receive a cash gift of $75. The discussion group will be held on ____________________ at _______ p.m. It will be held at ___________________________________________________________.


Will you be available on _________________ from _______ to _______ p.m.?



Yes

ٱ

CONTINUE


No

ٱ

TERMINATE


IF YES: CONFIRM DATE AND TIME, PROVIDE DIRECTIONS. IF NO, THANK AND TERMINATE.




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