iClaim Stewardship Questions

Quality Review Case Analysis: Sample Number Holder; Auxiliaries/Survivors; Parent; Stewardship Annual Earnings Test Workbook

0960-0189 additional questions

iClaim Stewardship Questions

OMB: 0960-0189

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OMB No. 0960-0189

Additional Questions Stewardship Questions SSA Plans to Ask


  1. Did you visit the SSA website looking for information about benefits before filing?

Answer: Yes/No


  1. Did you file your internet retirement/disability claim on the SSA website yourself or did someone else help you?

Answer: Self/Someone else/Self with someone’s help


a. If filed by self or self with someone’s help:

Where did you access the Internet when the application was filed? For example, my home, a family member's home, the library, a community center, etc.


b. If filed by someone else:

Who filed the claim for you?

Answer: Spouse/Child/Other Relative/Friend/Financial Advisor/Other (specify relationship)


c. Why did they file the claim for you?


d. Were you present when the other person filed for you?

Answer: Yes/No If No, explain why not.


3. Did you find the website user friendly, and were its directions clear? Answer: Yes/No (if no, give space for feedback).


4. Please rate the ease of the claim process by choosing one of the following:


a. It was easier than I expected

b. It was about what I expected

c. It was more difficult than expected

d. It was too difficult and I required assistance


5. Did you use the Retirement Estimator Tool on the SSA website?

Answer: Yes/No


6. Were you contacted by an SSA representative after your claim was filed?

Answer: Yes/No If Yes, explain the nature of the call.


7. Do you understand your reporting responsibilities?

Answer: Yes/No



8. Would you recommend using the internet claim process to others who may be filing a claim?

Answer: Yes/No If “No,” Explain



9. Are there any areas of the internet application that you would want improved?

Answer: Yes/No

If yes, please explain


File Typeapplication/msword
File TitlePOSSIBLE STEWARDSHIP QUESTIONS
AuthorDeborah Palm
Last Modified Byfil
File Modified2009-08-19
File Created2009-08-19

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