838 2014 838 SSA Retirement Estimator

American Customer Satisfaction Index (ACSI) E-Government Website Customer Satisfaction Surveys

2014 838 SSA Retirement Estimator.xlsx

2014 819 DHS USCIS - 2014 841 VA Medical Centers

OMB: 1090-0008

Document [xlsx]
Download: xlsx | pdf

Overview

Welcome and Thank You Text
v4 Model Qsts (EE)
v4 Model Qsts (EN)
v4 Model Qsts (SP)
v4 Current Custom Qsts EE
v4 Custom Qsts EE (5-9-14)
v4 Custom Qsts EE (3-14-14)
v4 Current Custom Qsts EN
v4 Custom Qsts EN (5-9-14)
v4 Custom Qsts EN (3-14-14)
v4 Current Custom Qsts SP
v4 Custom Qsts SP (5-9-14)
v4 Custom Qsts SP (3-14-14)
Element Rotations
v3 Custom Qsts EE
v3 Custom Qsts EN
v3 Custom Qsts SP


Sheet 1: Welcome and Thank You Text

Model Instance Name:








SSA Retirement Estimator v3







MID: AshNI5IMsplFJJMYA9c9JA==






Date: Fill In Date








Welcome and Thank You Text













Directions:










This welcome text is shown at the top of the questionnaire window and the thank you text at the bottom. This is a good place to mention the site/company/agency name so the visitor knows whom they are taking the survey for. Feel free to modify the standard Welcome text shown in the box below.









Examples


Welcome Text Example






















































Welcome Text





















Thank you for using the Retirement Estimator on the Social Security Administration web site. Please take a minute or two and tell us what we’re doing well and where we need to do better. The feedback you provide will help us improve our site and serve you better in the future.

We keep all of your answers strictly confidential. Your participation in this survey will not affect your eligibility for benefits or any business you have with Social Security.







































































































































































































Thank You Text Example














Thank You Text











Thank you for taking our survey - and for helping us serve you better.

Please note you will not receive a response from us based on your survey comments. If you would like us to contact you about your feedback, please visit the Contact Us section of our web site, http://www.socialsecurity.gov/pgm/reach.htm



























































































































































































































Sheet 2: v4 Model Qsts (EE)

Model Instance Name:








SSA Retirement Estimator v4








MID:
dwYM9t9olVlhBdRVhFxhIw4C





Partitioned (Y/N)?
N

Element rotation scheme has been added



FPI Included(Y/N)?








Date:
7/19/2013





SSA Retirement Estimator v4
Model questions utilize the ACSI methodology to determine scores and impacts


ELEMENTS (drivers of satisfaction)

CUSTOMER SATISFACTION

FUTURE BEHAVIORS FPI

MQ Label

MQ Label

MQ Label
Y?


Look and Feel (1=Poor, 10=Excellent, Don't Know)

Satisfaction

Apply in office for Benefits (1=Very Unlikely, 10=Very Likely)

Look and Feel - Appeal Please rate the visual appeal of this online Retirement Estimator.
Satisfaction - Overall What is your overall satisfaction with the online Retirement Estimator? (1=Very Dissatisfied, 10=Very Satisfied)
Apply in Office How likely are you to apply for Social Security Benefits in the field office?

Look and Feel - Balance Please rate the balance of graphics and text in this online Retirement Estimator.
Satisfaction - Expectations How well does the online Retirement Estimator meet your expectations? (1=Falls Short, 10=Exceeds)

Apply online for Benefits (1=Very Unlikely, 10=Very Likely)

Look and Feel - Readability Please rate the readability of the pages in this online Retirement Estimator.
Satisfaction - Ideal How does the online Retirement Estimator compare to your idea of an ideal online process? (1=Not Very Close, 10=Very Close)
Apply Online How likely are you to apply for Social Security Benefits online?


Site Performance
(1=Poor, 10=Excellent, Don't Know)





Recommend (1=Very Unlikely, 10=Very Likely)

Site Performance - Loading Please rate how quickly pages load in this online Retirement Estimator.



Recommend How likely are you to recommend this online Retirement Estimator to someone else?

Site Performance - Consistency Please rate the consistency of speed from page to page in this online Retirement Estimator.




Return (if applicable) (1=Very Unlikely, 10=Very Likely)

Site Performance - Errors Please rate the ability to load pages without getting error messages in this online Retirement Estimator.



Return How likely are you to return to the Retirement Estimator?


Plain Language (1=Poor, 10=Excellent, Don't Know)




Use Other SSA Applications (1=Very Unlikely, 10=Very Likely)

Plain Language - Clear Please rate the clarity of the wording in the online Retirement Estimator.



Use Other Online Services How likely are you to use other Social Security online services?

Plain Language - Understandable Please rate how well you understand the wording in the online Retirement Estimator.







Plain Language - Concise Please rate the online Retirement Estimator on its use of short, clear sentences.

















































































































































































































Sheet 3: v4 Model Qsts (EN)

Model Instance Name:








SSA Retirement Estimator v4








MID:
xAxNcEo455ZVQ1FNlUNsog4C





Partitioned (Y/N)?
N

Element rotation scheme has been added



FPI Included(Y/N)?








NOTE: All non-partitioned surveys will NOT be imputed and the elements will be rotated as a default unless otherwise specified and approved by Research.





Date:
7/19/2013





SSA Retirement Estimator v4
Model questions utilize the ACSI methodology to determine scores and impacts


ELEMENTS (drivers of satisfaction)

CUSTOMER SATISFACTION

FUTURE BEHAVIORS FPI

MQ Label

MQ Label

MQ Label
Y?


Look and Feel (1=Poor, 10=Excellent, Don't Know)

Satisfaction
Apply in Office Apply in office for Benefits (1=Very Unlikely, 10=Very Likely)

Look and Feel - Appeal Please rate the visual appeal of this online Retirement Estimator.
Satisfaction - Overall What is your overall satisfaction with the online Retirement Estimator? (1=Very Dissatisfied, 10=Very Satisfied)

How likely are you to apply for Social Security Benefits in the field office?

Look and Feel - Balance Please rate the balance of graphics and text in this online Retirement Estimator.
Satisfaction - Expectations How well does the online Retirement Estimator meet your expectations? (1=Falls Short, 10=Exceeds)
Apply Online Apply online for Benefits (1=Very Unlikely, 10=Very Likely)

Look and Feel - Readability Please rate the readability of the pages in this online Retirement Estimator.
Satisfaction - Ideal How does the online Retirement Estimator compare to your idea of an ideal online process? (1=Not Very Close, 10=Very Close)

How likely are you to apply for Social Security Benefits online?


Site Performance
(1=Poor, 10=Excellent, Don't Know)




Recommend Recommend (1=Very Unlikely, 10=Very Likely)

Site Performance - Loading Please rate how quickly pages load in this online Retirement Estimator.




How likely are you to recommend this online Retirement Estimator to someone else?

Site Performance - Consistency Please rate the consistency of speed from page to page in this online Retirement Estimator.



Return Return (if applicable) (1=Very Unlikely, 10=Very Likely)

Site Performance - Errors Please rate the ability to load pages without getting error messages in this online Retirement Estimator.




How likely are you to return to the Retirement Estimator?


Plain Language (1=Poor, 10=Excellent, Don't Know)



Use Other Online Services Use Other SSA Applications (1=Very Unlikely, 10=Very Likely)

Plain Language - Clear Please rate the clarity of the wording in the online Retirement Estimator.




How likely are you to use other Social Security online services?

Plain Language - Understandable Please rate how well you understand the wording in the online Retirement Estimator.







Plain Language - Concise Please rate the online Retirement Estimator on its use of short, clear sentences.

















































































































































































































Sheet 4: v4 Model Qsts (SP)

Model Instance Name:








SSA Retirement Estimator v4








MID:
p00IdwE4ssR1MA9UUtZ5Ng4C





Partitioned (Y/N)?
N

Element rotation scheme has been added



FPI Included(Y/N)?








Date:
7/19/2013





SSA Retirement Estimator v4
Model questions utilize the ACSI methodology to determine scores and impacts


ELEMENTS (drivers of satisfaction)

CUSTOMER SATISFACTION

FUTURE BEHAVIORS FPI

MQ Label

MQ Label

MQ Label
Y?


Apariencia y función (1=Mala, 10=Excelente, No sé)

Satisfacción
Apply in Office Visitar la oficina local para solicitar los beneficios (1=Muy improbablemente, 10=Muy probablemente)

Look and Feel - Appeal Por favor califique la apariencia del Calculador de beneficios de jubilación por Internet.
Satisfaction - Overall ¿Cómo calificaría su satisfacción en general del Calculador de beneficios de jubilación por Internet? (1=Totalmente insatisfecho, 10=Totalmente satisfecho)

¿Cuáles son las posibilidades de que visite la oficina personalmente la oficina local del Seguro Social para solicitar los beneficios?

Look and Feel - Balance Por favor califique el equilibrio entre gráficas y texto del Calculador de beneficios de jubilación por Internet.
Satisfaction - Expectations ¿Con cuánta exactitud el Calculador de beneficios de jubilación por Internet satisfizo sus expectativas? (1=No llenó mis expectativas, 10=Totalmente satisfecho)
Apply Online Solicitar los beneficios de Seguro Social por Internet (1=Muy improbablemente, 10=Muy probablemente)

Look and Feel - Readability Por favor califique la fluidez del texto del Calculador de beneficios de jubilación por Internet.
Satisfaction - Ideal ¿Cómo se compara el Calculador de beneficios de jubilación por Internet con lo que se imaginaría que sería su programa de computadora ideal? (1=No se asemeja, 10=Se asemeja)

¿Cuáles son las posibilidades de que solicite los beneficios de Seguro Social usando la Internet?


Rendimiento del sitio de Internet (1=Mala, 10=Excelente, No sé)



Recommend Recomendar (1=Muy improbablemente, 10=Muy probablemente)

Site Performance - Loading Por favor califique la rapidez con que suben las páginas el Calculador de beneficios de jubilación por Internet.




¿Cuáles son las posibilidades de que le recomiende el Calculador de beneficios de jubilación por Internet a otra persona?

Site Performance - Consistency Por favor califique la consistencia de la rapidez para moverse de una página a la otra del Calculador de beneficios de jubilación por Internet.



Return Regresar (si procede) (1=Muy improbablemente, 10=Muy probablemente)

Site Performance - Errors Por favor califique la capacidad para subir las páginas sin que reciba un error del Calculador de beneficios de jubilación por Internet.




¿Cuáles son las posibilidades de que regrese a usar el Calculador de beneficios de jubilación por Internet?


Simpleza del vocabulario (1=Malo, 10=Excelente, No sé)



Use Other Online Services Usar por Internet otros programas de computadora del Seguro Social (1=Muy improbablemente, 10=Muy probablemente)

Plain Language - Clear Por favor califique la claridad de las palabras usadas en el Calculador de beneficios de jubilación por Internet.




¿Cuáles son las posibilidades de que use otros programas de computadora en este sitio de Internet del Seguro Social?

Plain Language - Understandable Por favor califique su comprensión de las palabras usadas en el Calculador de beneficios de jubilación por Internet.







Plain Language - Concise Por favor califique el Calculador de beneficios de jubilación por Internet basado en el uso de oraciones cortas y claras.

















































































































































































































Sheet 5: v4 Current Custom Qsts EE

Social Security Administration

red & strike-through: DELETE





SSA Retirement Estimator v4

underlined & italicized: RE-ORDER





MID: dwYM9t9olVlhBdRVhFxhIw4C

pink: ADDITION





Date: 10/6/2010 blue + -->: REWORDING















SSA Retirement Estimator v4 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label
BJL2254
How did you first learn about the Retirement Estimator? Search engine
Radio button, one-up vertical Single Y Skip Logic Group Learned about RE


Linked from another website C2






From an SSA representative







SSA publication







From my Annual Social Security Statement







Newspaper, magazine or other media







My employer or Human Resources department







My financial advisor







Word of mouth







Other, please specify C




BJL2255 C Please specify how you first learned about the Retirement Estimator.

Text field, <100 char
N Skip Logic Group Other learned about
STE0050206 C2 Please specify the website that led you to the Retirement Estimator

Text field, <100 char
N Skip Logic Group OE_Website
STE0050207
How often do you use the Retirement Estimator? This was the first time
Radio button, one-up vertical Single Y
Frequency



Every few months or less often








Monthly








Weekly








Several times a week








Daily/more than once a day





BJL2263
When do you expect to file for retirement benefits? Within 12 months
Radio button, one-up vertical Single Y
Expect to File

1 to 3 years



More than 3 but less than 6 years



6 years or more



Don't Know


BJL2264
How do you plan to file for retirement benefits? I prefer to file my retirement application online
Radio button, one-up vertical Single Y
How to File

By telephone interview






Face-to-face in my local SSA field office






Online with telephone or in-person assistance, if needed






Don't Know





BJL2265
Did the Retirement Estimator provide you with all the benefit estimates you were seeking today? Yes
Radio button, one-up vertical Single Y Skip Logic Group Accomplish Goal


No F




BJL2266 F What other benefit estimates were you trying to obtain?

Text area, no char limit Single N Skip Logic Group OE_Did not accomplish
STE0057596
Do you believe the retirement estimate(s) provided to you was/were based on your entire Social Security earnings record? Yes
Radio button, one-up vertical Single Y Skip Logic Group RE Based on Earnings


No G




STE0057597 G Please explain why you think that the retirement estimate(s) was/were not based on your entire Social Security earnings record?

Text area, no char limit Single N Skip Logic Group OE_Not based on earnings
BJL2267
How would you describe your navigation experience on the SSA site today prior to arriving at the Retirement Estimator? (Please select all that apply) I had no difficulty navigating/browsing to the Retirement Estimator
Checkbox, one-up vertical Multi Y Skip Logic Group Navigation Experience


I had difficulty finding the links to the Retirement Estimator






I had difficulty because the links did not take me where I expected








I had difficulty because I experienced technical difficulties (error messages, broken links, etc.)








I had a navigation difficulty not listed above: A




BJL2268 A Please describe your navigation difficulty and identify where on the Social Security website this problem occurred

Text area, no char limit
N Skip Logic Group Other Difficulty
MAD0043083
Prior to visiting the Retirement Estimator, have you used any of the following resources to prepare for your application for retirement?  (Please select all that apply) Social Security’s Online Retirement Planner
Checkbox, one-up vertical Multi Y Skip Logic Group Other Resources


SSA Home Page


The Online Social Security Statement in  the my Social Security section



Frequently Asked Questions (FAQ)








Instructional video on the online application page








Other resource on the SSA website A







I did not use any resources to prepare





MAD0043084 A Please describe what other resources you used to help prepare for your retirement application

Text area, no char limit
N
OPS Other Resources
BJL2270
What do you plan to do next on the Social Security website to continue your pre-retirement preparations? Nothing, the Retirement Estimator provided what I needed
Radio button, one-up vertical Single Y
Do Next



Call Social Security's 800 number








Call my local Social Security office








Visit my local Social Security office








Try finding the answers on the Social Security website








Try the Retirement Estimator again








Don't Know








Other A




MAD0043085 A Please describe what you plan to do next to continue your pre-retirement preparation

Text area, no char limit
N
OPS Do Next
BJL2273
What is your age? Under 25
Drop down, select one Single N
Age



26 to 50








51 to 55








56 to 60








61








62








63








64








65








66








67 and over








Prefer not to answer





BJL2278
What is your current marital status? Married
Radio button, one-up vertical Single N OPS Group Marital Status


Separated








Divorced                   







Widowed                  







Never married          








Prefer not to answer








Other, please specify x




BJL2279 X Other marital status

Text field, <100 char
N OPS Group Other Marital
BJL2280
Please tell us if there are any improvements/changes you would make to the Retirement Estimator.

Text area, no char limit
N
Improvement

Sheet 6: v4 Custom Qsts EE (5-9-14)

Social Security Administration

red & strike-through: DELETE





SSA Retirement Estimator v4

underlined & italicized: RE-ORDER





MID: dwYM9t9olVlhBdRVhFxhIw4C

pink: ADDITION





Date: 10/6/2010 blue + -->: REWORDING















SSA Retirement Estimator v4 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label
BJL2254
How did you first learn about the Retirement Estimator? Search engine
Radio button, one-up vertical Single Y Skip Logic Group Learned about RE


Linked from another website C2






From an SSA representative







SSA publication







From my Annual Social Security Statement







Newspaper, magazine or other media







My employer or Human Resources department







My financial advisor







Word of mouth







Other, please specify C




BJL2255 C Please specify how you first learned about the Retirement Estimator.

Text field, <100 char
N Skip Logic Group Other learned about
STE0050206 C2 Please specify the website that led you to the Retirement Estimator

Text field, <100 char
N Skip Logic Group OE_Website
STE0050207
How often do you use the Retirement Estimator? This was the first time
Radio button, one-up vertical Single Y
Frequency



Every few months or less often








Monthly








Weekly








Several times a week








Daily/more than once a day





BJL2263
When do you expect to file for retirement benefits? Within 12 months
Radio button, one-up vertical Single Y
Expect to File

1 to 3 years



More than 3 but less than 6 years



6 years or more



Don't Know


BJL2264
How do you plan to file for retirement benefits? I prefer to file my retirement application online
Radio button, one-up vertical Single Y
How to File

By telephone interview






Face-to-face in my local SSA field office






Online with telephone or in-person assistance, if needed






Don't Know





BJL2265
Did you accomplish your primary purpose in using the Retirement Estimator? Did the Retirement Estimator provide you with all the benefit estimates you were seeking today? Yes
Radio button, one-up vertical Single Y Skip Logic Group Accomplish Goal


No F






Still Trying F




BJL2266 F If you did not accomplish your primary purpose in using the Retirement Estimator, please tell us why you were not able to do so. What other benefit estimates were you trying to obtain?

Text area, no char limit Single N Skip Logic Group OE_Did not accomplish


Do you believe the retirement estimate(s) provided to you was/were based on your entire Social Security earnings record? Yes
Radio button, one-up vertical Single Y Skip Logic Group RE Based on Earnings


No G





G Please explain why you think that the retirement estimate(s) was/were not based on your entire Social Security earnings record?

Text area, no char limit Single N Skip Logic Group OE_Not based on earnings
BJL2267
How would you describe your navigation experience on the SSA site today prior to arriving at the Retirement Estimator? (Please select all that apply) I had no difficulty navigating/browsing to the Retirement Estimator
Checkbox, one-up vertical Multi Y Skip Logic Group Navigation Experience


I had difficulty finding the links to the Retirement Estimator






I had difficulty because the links did not take me where I expected








I had difficulty because I experienced technical difficulties (error messages, broken links, etc.)








I had a navigation difficulty not listed above: A




BJL2268 A Please describe your navigation difficulty and identify where on the Social Security website this problem occurred

Text area, no char limit
N Skip Logic Group Other Difficulty
MAD0043083
Prior to visiting the Retirement Estimator, have you used any of the following resources to prepare for your application for retirement?  (Please select all that apply) Social Security’s Online Retirement Planner
Checkbox, one-up vertical Multi Y Skip Logic Group Other Resources


SSA Home Page


The Online Social Security Statement in  the my Social Security section



Frequently Asked Questions (FAQ)








Instructional video on the online application page








Other resource on the SSA website A







I did not use any resources to prepare





MAD0043084 A Please describe what other resources you used to help prepare for your retirement application

Text area, no char limit
N
OPS Other Resources
BJL2270
What do you plan to do next on the Social Security website to continue your pre-retirement preparations? Nothing, the Retirement Estimator provided what I needed
Radio button, one-up vertical Single Y
Do Next



Call Social Security's 800 number








Call my local Social Security office








Visit my local Social Security office








Try finding the answers on the Social Security website








Try the Retirement Estimator again








Don't Know








Other A




MAD0043085 A Please describe what you plan to do next to continue your pre-retirement preparation

Text area, no char limit
N
OPS Do Next
BJL2273
What is your age? Under 25
Drop down, select one Single N
Age



26 to 50








51 to 55








56 to 60








61








62








63








64








65








66








67 and over








Prefer not to answer





BJL2278
What is your current marital status? Married
Radio button, one-up vertical Single N OPS Group Marital Status


Separated








Divorced                   







Widowed                  







Never married          








Prefer not to answer








Other, please specify x




BJL2279 X Other marital status

Text field, <100 char
N OPS Group Other Marital
BJL2280
Please tell us if there are any improvements/changes you would make to the Retirement Estimator.

Text area, no char limit
N
Improvement

Sheet 7: v4 Custom Qsts EE (3-14-14)

Social Security Administration

red & strike-through: DELETE





SSA Retirement Estimator v4

underlined & italicized: RE-ORDER





MID: dwYM9t9olVlhBdRVhFxhIw4C

pink: ADDITION





Date: 10/6/2010 blue + -->: REWORDING















SSA Retirement Estimator v4 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label
BJL2254
How did you first learn about the Retirement Estimator? Search engine
Radio button, one-up vertical Single Y Skip Logic Group Learned about RE


Linked from another website C2






From an SSA representative







SSA publication







From my Annual Social Security Statement







Newspaper, magazine or other media







My employer or Human Resources department







My financial advisor







Word of mouth







Other, please specify C




BJL2255 C Other learned about Please specify how you first learned about the Retirement Estimator.

Text field, <100 char
N Skip Logic Group Other learned about

C2 Please specify the website that led you to the Retirement Estimator

Text field, <100 char
N Skip Logic Group OE_Website


How often do you use the Retirement Estimator? This was the first time
Radio button, one-up vertical Single Y
Frequency



Every few months or less often








Monthly








Weekly








Several times a week








Daily/more than once a day





BJL2263
When do you expect to file for retirement benefits? Within 12 months
Radio button, one-up vertical Single Y
Expect to File

1 to 3 years



More than 3 but less than 6 years



More than 6 years 6 years or more



Don't Know


BJL2264
How do you plan to file for retirement benefits? I prefer to file my retirement application online
Radio button, one-up vertical Single Y
How to File

By telephone interview






Face-to-face in my local SSA field office






Online with telephone or in-person assistance, if needed






Don't Know





BJL2265
Did you accomplish your primary purpose in using the Retirement Estimator? Yes
Radio button, one-up vertical Single Y Skip Logic Group Accomplish Goal


No F






Still Trying F




BJL2266 F If you did not accomplish your primary purpose in using the Retirement Estimator, please tell us why you were not able to do so.

Text area, no char limit Single N Skip Logic Group OE_Did not accomplish
BJL2267
How would you describe your navigation experience on the SSA site today prior to arriving at the Retirement Estimator? (Please select all that apply) I had no difficulty navigating/browsing to the Retirement Estimator
Checkbox, one-up vertical Multi Y Skip Logic Group Navigation Experience


I had difficulty finding the links to the Retirement Estimator






I had difficulty because the links did not take me where I expected








I had difficulty because I experienced technical difficulties (error messages, broken links, etc.)








I had a navigation difficulty not listed above: A




BJL2268 A Please describe your navigation difficulty and identify where on the Social Security website this problem occurred

Text area, no char limit
N Skip Logic Group Other Difficulty
MAD0043083
Prior to visiting the Retirement Estimator, have you used any of the following resources to prepare for your application for retirement?  (Please select all that apply) Social Security’s Online Retirement Planner
Checkbox, one-up vertical Multi Y Skip Logic Group Other Resources


SSA Home Page


The Online Social Security Statement in  the my Social Security section



Frequently Asked Questions (FAQ)








Instructional video on the online application page








Other resource on the SSA website A







I did not use any resources to prepare





MAD0043084 A Please describe what other resources you used to help prepare for your retirement application

Text area, no char limit
N
OPS Other Resources
BJL2270
What do you plan to do next on the Social Security website to continue your pre-retirement preparations? Nothing, the Retirement Estimator provided what I needed
Radio button, one-up vertical Single Y
Do Next



Call Social Security's 800 number








Call my local Social Security office








Visit my local Social Security office








Try finding the answers on the Social Security website








Try the Retirement Estimator again








Don't Know








Other A




MAD0043085 A Please describe what you plan to do next to continue your pre-retirement preparation

Text area, no char limit
N
OPS Do Next
BJL2273
What is your age? Under 25
Drop down, select one Single N
Age



26 to 50








51 to 55








56 to 60








61








62








63








64








65








66








67 and over








Prefer not to answer





BJL2278
What is your current marital status? Married
Radio button, one-up vertical Single N OPS Group Marital Status


Separated








Divorced                   







Widowed                  







Never married          








Prefer not to answer








Other, please specify x




BJL2279 X Other marital status

Text field, <100 char
N OPS Group Other Marital
BJL2280
Please tell us if there are any improvements/changes you would make to the Retirement Estimator.

Text area, no char limit
N
Improvement

Sheet 8: v4 Current Custom Qsts EN

Social Security Administration

red & strike-through: DELETE





SSA Retirement Estimator v4

underlined & italicized: RE-ORDER





MID: dwYM9t9olVlhBdRVhFxhIw4C

pink: ADDITION





Date: 10/6/2010 blue + -->: REWORDING















SSA Retirement Estimator v4 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label


How did you first learn about the Retirement Estimator? Search engine
Radio button, one-up vertical Single Y Skip Logic Group Learned about RE


Linked from another website C2






From an SSA representative







SSA publication







From my Annual Social Security Statement







Newspaper, magazine or other media







My employer or Human Resources department







My financial advisor







Word of mouth







Other, please specify C





C Please specify how you first learned about the Retirement Estimator.

Text field, <100 char
N Skip Logic Group Other learned about

C2 Please specify the website that led you to the Retirement Estimator

Text field, <100 char
N Skip Logic Group OE_Website


How often do you use the Retirement Estimator? This was the first time
Radio button, one-up vertical Single Y
Frequency



Every few months or less often








Monthly








Weekly








Several times a week








Daily/more than once a day







When do you expect to file for retirement benefits? Within 12 months
Radio button, one-up vertical Single Y
Expect to File

1 to 3 years



More than 3 but less than 6 years



6 years or more



Don't Know




How do you plan to file for retirement benefits? I prefer to file my retirement application online
Radio button, one-up vertical Single Y
How to File

By telephone interview






Face-to-face in my local SSA field office






Online with telephone or in-person assistance, if needed






Don't Know







Did the Retirement Estimator provide you with all the benefit estimates you were seeking today? Yes
Radio button, one-up vertical Single Y Skip Logic Group Accomplish Goal


No F





F What other benefit estimates were you trying to obtain?

Text area, no char limit Single N Skip Logic Group OE_Did not accomplish


Do you believe the retirement estimate(s) provided to you was/were based on your entire Social Security earnings record? Yes
Radio button, one-up vertical Single Y Skip Logic Group RE Based on Earnings


No G





G Please explain why you think that the retirement estimate(s) was/were not based on your entire Social Security earnings record?

Text area, no char limit Single N Skip Logic Group OE_Not based on earnings


How would you describe your navigation experience on the SSA site today prior to arriving at the Retirement Estimator? (Please select all that apply) I had no difficulty navigating/browsing to the Retirement Estimator
Checkbox, one-up vertical Multi Y Skip Logic Group Navigation Experience


I had difficulty finding the links to the Retirement Estimator






I had difficulty because the links did not take me where I expected








I had difficulty because I experienced technical difficulties (error messages, broken links, etc.)








I had a navigation difficulty not listed above: A





A Please describe your navigation difficulty and identify where on the Social Security website this problem occurred

Text area, no char limit
N Skip Logic Group Other Difficulty


Prior to visiting the Retirement Estimator, have you used any of the following resources to prepare for your application for retirement?  (Please select all that apply) Social Security’s Online Retirement Planner
Checkbox, one-up vertical Multi Y Skip Logic Group Other Resources


SSA Home Page


The Online Social Security Statement in  the my Social Security section



Frequently Asked Questions (FAQ)








Instructional video on the online application page








Other resource on the SSA website A







I did not use any resources to prepare






A Please describe what other resources you used to help prepare for your retirement application

Text area, no char limit
N
OPS Other Resources


What do you plan to do next on the Social Security website to continue your pre-retirement preparations? Nothing, the Retirement Estimator provided what I needed
Radio button, one-up vertical Single Y
Do Next



Call Social Security's 800 number








Call my local Social Security office








Visit my local Social Security office








Try finding the answers on the Social Security website








Try the Retirement Estimator again








Don't Know








Other A





A Please describe what you plan to do next to continue your pre-retirement preparation

Text area, no char limit
N
OPS Do Next


What is your age? Under 25
Drop down, select one Single N
Age



26 to 50








51 to 55








56 to 60








61








62








63








64








65








66








67 and over








Prefer not to answer







What is your current marital status? Married
Radio button, one-up vertical Single N OPS Group Marital Status


Separated








Divorced                   







Widowed                  







Never married          








Prefer not to answer








Other, please specify x





X Other marital status

Text field, <100 char
N OPS Group Other Marital


Please tell us if there are any improvements/changes you would make to the Retirement Estimator.

Text area, no char limit
N
Improvement

Sheet 9: v4 Custom Qsts EN (5-9-14)

Social Security Administration

red & strike-through: DELETE





SSA Retirement Estimator v4

underlined & italicized: RE-ORDER





MID: dwYM9t9olVlhBdRVhFxhIw4C

pink: ADDITION





Date: 10/6/2010 blue + -->: REWORDING















SSA Retirement Estimator v4 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label


How did you first learn about the Retirement Estimator? Search engine
Radio button, one-up vertical Single Y Skip Logic Group Learned about RE


Linked from another website C2






From an SSA representative







SSA publication







From my Annual Social Security Statement







Newspaper, magazine or other media







My employer or Human Resources department







My financial advisor







Word of mouth







Other, please specify C





C Please specify how you first learned about the Retirement Estimator.

Text field, <100 char
N Skip Logic Group Other learned about

C2 Please specify the website that led you to the Retirement Estimator

Text field, <100 char
N Skip Logic Group OE_Website


How often do you use the Retirement Estimator? This was the first time
Radio button, one-up vertical Single Y
Frequency



Every few months or less often








Monthly








Weekly








Several times a week








Daily/more than once a day







When do you expect to file for retirement benefits? Within 12 months
Radio button, one-up vertical Single Y
Expect to File

1 to 3 years



More than 3 but less than 6 years



6 years or more



Don't Know




How do you plan to file for retirement benefits? I prefer to file my retirement application online
Radio button, one-up vertical Single Y
How to File

By telephone interview






Face-to-face in my local SSA field office






Online with telephone or in-person assistance, if needed






Don't Know







Did you accomplish your primary purpose in using the Retirement Estimator? Did the Retirement Estimator provide you with all the benefit estimates you were seeking today? Yes
Radio button, one-up vertical Single Y Skip Logic Group Accomplish Goal


No F






Still Trying F





F If you did not accomplish your primary purpose in using the Retirement Estimator, please tell us why you were not able to do so. What other benefit estimates were you trying to obtain?

Text area, no char limit Single N Skip Logic Group OE_Did not accomplish


Do you believe the retirement estimate(s) provided to you was/were based on your entire Social Security earnings record? Yes
Radio button, one-up vertical Single Y Skip Logic Group RE Based on Earnings


No G





G Please explain why you think that the retirement estimate(s) was/were not based on your entire Social Security earnings record?

Text area, no char limit Single N Skip Logic Group OE_Not based on earnings


How would you describe your navigation experience on the SSA site today prior to arriving at the Retirement Estimator? (Please select all that apply) I had no difficulty navigating/browsing to the Retirement Estimator
Checkbox, one-up vertical Multi Y Skip Logic Group Navigation Experience


I had difficulty finding the links to the Retirement Estimator






I had difficulty because the links did not take me where I expected








I had difficulty because I experienced technical difficulties (error messages, broken links, etc.)








I had a navigation difficulty not listed above: A





A Please describe your navigation difficulty and identify where on the Social Security website this problem occurred

Text area, no char limit
N Skip Logic Group Other Difficulty


Prior to visiting the Retirement Estimator, have you used any of the following resources to prepare for your application for retirement?  (Please select all that apply) Social Security’s Online Retirement Planner
Checkbox, one-up vertical Multi Y Skip Logic Group Other Resources


SSA Home Page


The Online Social Security Statement in  the my Social Security section



Frequently Asked Questions (FAQ)








Instructional video on the online application page








Other resource on the SSA website A







I did not use any resources to prepare






A Please describe what other resources you used to help prepare for your retirement application

Text area, no char limit
N
OPS Other Resources


What do you plan to do next on the Social Security website to continue your pre-retirement preparations? Nothing, the Retirement Estimator provided what I needed
Radio button, one-up vertical Single Y
Do Next



Call Social Security's 800 number








Call my local Social Security office








Visit my local Social Security office








Try finding the answers on the Social Security website








Try the Retirement Estimator again








Don't Know








Other A





A Please describe what you plan to do next to continue your pre-retirement preparation

Text area, no char limit
N
OPS Do Next


What is your age? Under 25
Drop down, select one Single N
Age



26 to 50








51 to 55








56 to 60








61








62








63








64








65








66








67 and over








Prefer not to answer







What is your current marital status? Married
Radio button, one-up vertical Single N OPS Group Marital Status


Separated








Divorced                   







Widowed                  







Never married          








Prefer not to answer








Other, please specify x





X Other marital status

Text field, <100 char
N OPS Group Other Marital


Please tell us if there are any improvements/changes you would make to the Retirement Estimator.

Text area, no char limit
N
Improvement

Sheet 10: v4 Custom Qsts EN (3-14-14)

Social Security Administration

red & strike-through: DELETE





SSA Retirement Estimator v4

underlined & italicized: RE-ORDER





MID: dwYM9t9olVlhBdRVhFxhIw4C

pink: ADDITION





Date: 10/6/2010 blue + -->: REWORDING















SSA Retirement Estimator v4 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label
BJL2254
How did you first learn about the Retirement Estimator? Search engine
Radio button, one-up vertical Single Y Skip Logic Group Learned about RE


Linked from another website C2






From an SSA representative







SSA publication







From my Annual Social Security Statement







Newspaper, magazine or other media







My employer or Human Resources department







My financial advisor







Word of mouth







Other, please specify C




BJL2255 C Other learned about Please specify how you first learned about the Retirement Estimator.

Text field, <100 char
N Skip Logic Group Other learned about

C2 Please specify the website that led you to the Retirement Estimator

Text field, <100 char
N Skip Logic Group OE_Website


How often do you use the Retirement Estimator? This was the first time
Radio button, one-up vertical Single Y
Frequency



Every few months or less often








Monthly








Weekly








Several times a week








Daily/more than once a day





BJL2263
When do you expect to file for retirement benefits? Within 12 months
Radio button, one-up vertical Single Y
Expect to File

1 to 3 years



More than 3 but less than 6 years



More than 6 years 6 years or more



Don't Know


BJL2264
How do you plan to file for retirement benefits? I prefer to file my retirement application online
Radio button, one-up vertical Single Y
How to File

By telephone interview






Face-to-face in my local SSA field office






Online with telephone or in-person assistance, if needed






Don't Know





BJL2265
Did you accomplish your primary purpose in using the Retirement Estimator? Yes
Radio button, one-up vertical Single Y Skip Logic Group Accomplish Goal


No F






Still Trying F




BJL2266 F If you did not accomplish your primary purpose in using the Retirement Estimator, please tell us why you were not able to do so.

Text area, no char limit Single N Skip Logic Group OE_Did not accomplish
BJL2267
How would you describe your navigation experience on the SSA site today prior to arriving at the Retirement Estimator? (Please select all that apply) I had no difficulty navigating/browsing to the Retirement Estimator
Checkbox, one-up vertical Multi Y Skip Logic Group Navigation Experience


I had difficulty finding the links to the Retirement Estimator






I had difficulty because the links did not take me where I expected








I had difficulty because I experienced technical difficulties (error messages, broken links, etc.)








I had a navigation difficulty not listed above: A




BJL2268 A Please describe your navigation difficulty and identify where on the Social Security website this problem occurred

Text area, no char limit
N Skip Logic Group Other Difficulty
MAD0043083
Prior to visiting the Retirement Estimator, have you used any of the following resources to prepare for your application for retirement?  (Please select all that apply) Social Security’s Online Retirement Planner
Checkbox, one-up vertical Multi Y Skip Logic Group Other Resources


SSA Home Page


The Online Social Security Statement in  the my Social Security section



Frequently Asked Questions (FAQ)








Instructional video on the online application page








Other resource on the SSA website A







I did not use any resources to prepare





MAD0043084 A Please describe what other resources you used to help prepare for your retirement application

Text area, no char limit
N
OPS Other Resources
BJL2270
What do you plan to do next on the Social Security website to continue your pre-retirement preparations? Nothing, the Retirement Estimator provided what I needed
Radio button, one-up vertical Single Y
Do Next



Call Social Security's 800 number








Call my local Social Security office








Visit my local Social Security office








Try finding the answers on the Social Security website








Try the Retirement Estimator again








Don't Know








Other A




MAD0043085 A Please describe what you plan to do next to continue your pre-retirement preparation

Text area, no char limit
N
OPS Do Next
BJL2273
What is your age? Under 25
Drop down, select one Single N
Age



26 to 50








51 to 55








56 to 60








61








62








63








64








65








66








67 and over








Prefer not to answer





BJL2278
What is your current marital status? Married
Radio button, one-up vertical Single N OPS Group Marital Status


Separated








Divorced                   







Widowed                  







Never married          








Prefer not to answer








Other, please specify x




BJL2279 X Other marital status

Text field, <100 char
N OPS Group Other Marital
BJL2280
Please tell us if there are any improvements/changes you would make to the Retirement Estimator.

Text area, no char limit
N
Improvement

Sheet 11: v4 Current Custom Qsts SP

Social Security Administration

red & strike-through: DELETE






SSA Retirement Estimator v4

underlined & italicized: RE-ORDER






MID: p00IdwE4ssR1MA9UUtZ5Ng4C

pink: ADDITION






Date: 10/6/2010 blue + -->: REWORDING

















SSA Retirement Estimator v4 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label SSA Comments from Sue (8/12/10)


¿Cómo se enteró del Calculador de beneficios por jubilación? Por un motor de búsqueda
Radio button, one-up vertical Single Y Skip Logic Group Learned about RE This is not a new question

Un enlace de otra página de Internet. C2






De un agente del Seguro Social.







De una publicación del Seguro Social.







De mi Declaración del Seguro Social anual.







Por un periódico, revista u otro medio informático







Fue sugerido por mi empleador o por el Departamento de Recursos Humanos







Fue sugerido por mi asesor financiero







Alguien me lo comentó







Otro (especifique) C






C Por favor, especifique cómo se enteró del Calculador de beneficios jubilación.

Text field, <100 char
N Skip Logic Group Other learned about

C2 Por favor, especifique el sitio web que llevó a la Calculador de beneficios por jubilación.

Text field, <100 char
N Skip Logic Group OE Website This is a new question


¿Con qué frecuencia se utiliza el Estimador de la jubilción? Esta fue la primera vez
Radio button, one-up vertical Single Y
Frequency This is a new question



Cada pocos meses o con menor frecuencia









Mensual









Semanal









Varias veces a la semana









diario / más de una vez a la semana








¿Cuándo espera solicitar beneficios por jubilación? Dentro de 12 meses
Radio button, one-up vertical Single Y
Expect to File This is not a new question

Dentro de 1 a 3 años



Más de 3 años pero menos de 6 años



6 años o más.



No sé




¿Cómo piensa solicitar sus beneficios por jubilación? Prefiero presentar mi solicitud por Internet.
Radio button, one-up vertical Single Y
How to File This is not a new question

Por entrevista telefónica







Personalmente en la oficina local del Seguro Social.







Por Internet con la ayuda de alguien por teléfono o en persona, si fuese necesario.







No sé








¿El Calculador de Beneficios por Jubilación le proporcionan todas las estimaciones de beneficios que estaban buscando hoy?
Radio button, one-up vertical Single Y
Accomplish Goal This is not a new question

No F






F ¿Qué otras estimaciones de beneficios estabas tratando de obtener?

Text area, no char limit Single N
OE_Did not accomplish


¿Cree usted que la estimación de la jubilación previsto para que el se basó en todo su registro de ganancias del Seguro Social?
Radio button, one-up vertical Single Y Skip Logic Group RE Based on Earnings


No G






G Por favor, explique por qué piensa que la estimación de la jubilación no se basó en todo su registro de ganancias del Seguro Social?

Text area, no char limit Single N Skip Logic Group OE_Not based on earnings


¿Cómo describiría su experiencia navegando el sitio de Internet del Seguro Social hoy antes de llegar al Calculador de beneficios por jubilación? (Por favor seleccione todo lo que aplique.) No tuve dificultad navegando hacia el Calculador de beneficios por jubilación.
Checkbox, one-up vertical Multi Y Skip Logic Group Navigation Experience


Tuve dificultad encontrando los enlaces hacia el Calculador de beneficios por jubilación.







Los enlaces a veces no me llevaban a donde esperaba llegar.









Experimenté dificultades técnicas (mensajes de error, enlaces rotos, etc.).









Tuve una dificultad navegando el sistema que no está listada arriba: A






A Other navigation difficulty

Text area, no char limit
N Skip Logic Group Other Difficulty


Antes d visitar el Retirement Estimator, ¿ha utilizado alguna de los suguientes recursos para prepararse para su jubilacione? (Seleccione todas las que apliquen) Retirement Estimator del Seguro Social
Checkbox, one-up vertical Multi Y Skip Logic Group Other Resources



SSA Página de Iniciao









La Declaración de Seguro Social en línea en la sección de mi Seguro Social.









Preguntas más frecuentes









Vídeo instructivo en la página de solicitud en línea









Otros recursos en el sitio web SSA A








No hice uso de los recursos para preparar.







A Por favor describa qué otros recursos que ha utilizado para ayudar a prepararse para la aplicación de la jubilación

Text area, no char limit
N
OPS Other Resources


¿Qué va a hacer ahora en la página web de la Seguridad Social para continuar los preparativos previos a la jubilación? Nada, el Calculador de beneficios por jubilación suministró todo lo que necesitaba
Radio button, one-up vertical Single Y
Do Next This question will provide information about whether people use RE in addition to the toll-free number and visits to the field office, or as a substitute to those services.



Llamar al número 800 del Seguro Social









Llamar mi oficina local del Seguro Social









Visitar mi oficina local del Seguro Social









Intentar encontrar las respuestas en el sitio de Internet del Seguro Social









Intentar usar el Calculador de beneficios por jubilación de nuevo









No sé









Otro








¿Qué edad tiene? Menores de 25
Drop down, select one Single N
Age This question jointly with question #7 will allow to determine retirement horizon of people of different ages and how much weight to place on reported plans for claiming for retirement benefits across different ages.



26 al 50









51 al 55









56 al 60








61









62









63









64









65









66









67 y más









Prefiero no responder








¿Cuál es su estado civil? Casada/o
Radio button, one-up vertical Single N OPS Group Marital Status


Separada/o









Divorciada/o








Viuda/o








Nunca se ha casado









Me reservo el derecho a contestar la pregunta









Otro (especifique) x






X Otro estado civil

Text field, <100 char
N OPS Group Other Marital


Por favor díganos si hay alguna mejora/cambio que le gustaría que se hiciera al Calculador de beneficios por jubilación.

Text area, no char limit
N
Improvement

Sheet 12: v4 Custom Qsts SP (5-9-14)

Social Security Administration

red & strike-through: DELETE






SSA Retirement Estimator v4

underlined & italicized: RE-ORDER






MID: p00IdwE4ssR1MA9UUtZ5Ng4C

pink: ADDITION






Date: 10/6/2010 blue + -->: REWORDING

















SSA Retirement Estimator v4 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label SSA Comments from Sue (8/12/10)


¿Cómo se enteró del Calculador de beneficios por jubilación? Por un motor de búsqueda
Radio button, one-up vertical Single Y Skip Logic Group Learned about RE This is not a new question

Un enlace de otra página de Internet. C2






De un agente del Seguro Social.







De una publicación del Seguro Social.







De mi Declaración del Seguro Social anual.







Por un periódico, revista u otro medio informático







Fue sugerido por mi empleador o por el Departamento de Recursos Humanos







Fue sugerido por mi asesor financiero







Alguien me lo comentó







Otro (especifique) C






C Por favor, especifique cómo se enteró del Calculador de beneficios jubilación.

Text field, <100 char
N Skip Logic Group Other learned about

C2 Por favor, especifique el sitio web que llevó a la Calculador de beneficios por jubilación.

Text field, <100 char
N Skip Logic Group OE Website This is a new question


¿Con qué frecuencia se utiliza el Estimador de la jubilción? Esta fue la primera vez
Radio button, one-up vertical Single Y
Frequency This is a new question



Cada pocos meses o con menor frecuencia









Mensual









Semanal









Varias veces a la semana









diario / más de una vez a la semana








¿Cuándo espera solicitar beneficios por jubilación? Dentro de 12 meses
Radio button, one-up vertical Single Y
Expect to File This is not a new question

Dentro de 1 a 3 años



Más de 3 años pero menos de 6 años



6 años o más.



No sé




¿Cómo piensa solicitar sus beneficios por jubilación? Prefiero presentar mi solicitud por Internet.
Radio button, one-up vertical Single Y
How to File This is not a new question

Por entrevista telefónica







Personalmente en la oficina local del Seguro Social.







Por Internet con la ayuda de alguien por teléfono o en persona, si fuese necesario.







No sé








¿Logró lo que quería al usar el Calculador de beneficios por jubilación? ¿El Calculador de Beneficios por Jubilación le proporcionan todas las estimaciones de beneficios que estaban buscando hoy?
Radio button, one-up vertical Single Y
Accomplish Goal This is not a new question

No F






Aun lo estoy intentando F






F Si al usar el Calculador de beneficios por jubilación no logró cumplir su propósito primordial, por favor háganos saber por qué no pudo hacerlo. ¿Qué otras estimaciones de beneficios estabas tratando de obtener?

Text area, no char limit Single N
OE_Did not accomplish


¿Cree usted que la estimación de la jubilación previsto para que el se basó en todo su registro de ganancias del Seguro Social?
Radio button, one-up vertical Single Y Skip Logic Group RE Based on Earnings


No G






G Por favor, explique por qué piensa que la estimación de la jubilación no se basó en todo su registro de ganancias del Seguro Social?

Text area, no char limit Single N Skip Logic Group OE_Not based on earnings


¿Cómo describiría su experiencia navegando el sitio de Internet del Seguro Social hoy antes de llegar al Calculador de beneficios por jubilación? (Por favor seleccione todo lo que aplique.) No tuve dificultad navegando hacia el Calculador de beneficios por jubilación.
Checkbox, one-up vertical Multi Y Skip Logic Group Navigation Experience


Tuve dificultad encontrando los enlaces hacia el Calculador de beneficios por jubilación.







Los enlaces a veces no me llevaban a donde esperaba llegar.









Experimenté dificultades técnicas (mensajes de error, enlaces rotos, etc.).









Tuve una dificultad navegando el sistema que no está listada arriba: A






A Other navigation difficulty

Text area, no char limit
N Skip Logic Group Other Difficulty


Antes d visitar el Retirement Estimator, ¿ha utilizado alguna de los suguientes recursos para prepararse para su jubilacione? (Seleccione todas las que apliquen) Retirement Estimator del Seguro Social
Checkbox, one-up vertical Multi Y Skip Logic Group Other Resources



SSA Página de Iniciao









La Declaración de Seguro Social en línea en la sección de mi Seguro Social.









Preguntas más frecuentes









Vídeo instructivo en la página de solicitud en línea









Otros recursos en el sitio web SSA A








No hice uso de los recursos para preparar.







A Por favor describa qué otros recursos que ha utilizado para ayudar a prepararse para la aplicación de la jubilación

Text area, no char limit
N
OPS Other Resources


¿Qué va a hacer ahora en la página web de la Seguridad Social para continuar los preparativos previos a la jubilación? Nada, el Calculador de beneficios por jubilación suministró todo lo que necesitaba
Radio button, one-up vertical Single Y
Do Next This question will provide information about whether people use RE in addition to the toll-free number and visits to the field office, or as a substitute to those services.



Llamar al número 800 del Seguro Social









Llamar mi oficina local del Seguro Social









Visitar mi oficina local del Seguro Social









Intentar encontrar las respuestas en el sitio de Internet del Seguro Social









Intentar usar el Calculador de beneficios por jubilación de nuevo









No sé









Otro








¿Qué edad tiene? Menores de 25
Drop down, select one Single N
Age This question jointly with question #7 will allow to determine retirement horizon of people of different ages and how much weight to place on reported plans for claiming for retirement benefits across different ages.



26 al 50









51 al 55









56 al 60








61









62









63









64









65









66









67 y más









Prefiero no responder








¿Cuál es su estado civil? Casada/o
Radio button, one-up vertical Single N OPS Group Marital Status


Separada/o









Divorciada/o








Viuda/o








Nunca se ha casado









Me reservo el derecho a contestar la pregunta









Otro (especifique) x






X Otro estado civil

Text field, <100 char
N OPS Group Other Marital


Por favor díganos si hay alguna mejora/cambio que le gustaría que se hiciera al Calculador de beneficios por jubilación.

Text area, no char limit
N
Improvement

Sheet 13: v4 Custom Qsts SP (3-14-14)

Social Security Administration

red & strike-through: DELETE






SSA Retirement Estimator v4

underlined & italicized: RE-ORDER






MID: p00IdwE4ssR1MA9UUtZ5Ng4C

pink: ADDITION






Date: 10/6/2010 blue + -->: REWORDING

















SSA Retirement Estimator v4 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label SSA Comments from Sue (8/12/10)


¿Cómo se enteró del Calculador de beneficios por jubilación? Por un motor de búsqueda
Radio button, one-up vertical Single Y Skip Logic Group Learned about RE This is not a new question

Un enlace de otra página de Internet. C2






De un agente del Seguro Social.







De una publicación del Seguro Social.







De mi Declaración del Seguro Social anual.







Por un periódico, revista u otro medio informático







Fue sugerido por mi empleador o por el Departamento de Recursos Humanos







Fue sugerido por mi asesor financiero







Alguien me lo comentó







Otro (especifique) C






C Otra manera de enterarse Por favor, especifique cómo se enteró del Calculador de beneficios jubilación.

Text field, <100 char
N Skip Logic Group Other learned about

C2 Por favor, especifique el sitio web que llevó a la Calculador de beneficios por jubilación.

Text field, <100 char
N Skip Logic Group OE Website This is a new question


¿Con qué frecuencia se utiliza el Estimador de la jubilción? Esta fue la primera vez
Radio button, one-up vertical Single Y
Frequency This is a new question



Cada pocos meses o con menor frecuencia









Mensual









Semanal









Varias veces a la semana









diario / más de una vez a la semana








¿Cuándo espera solicitar beneficios por jubilación? Dentro de 12 meses
Radio button, one-up vertical Single Y
Expect to File This is not a new question

Dentro de 1 a 3 años



Más de 3 años pero menos de 6 años



6 años o más.



No sé




¿Cómo piensa solicitar sus beneficios por jubilación? Prefiero presentar mi solicitud por Internet.
Radio button, one-up vertical Single Y
How to File This is not a new question

Por entrevista telefónica







Personalmente en la oficina local del Seguro Social.







Por Internet con la ayuda de alguien por teléfono o en persona, si fuese necesario.







No sé








¿Logró lo que quería al usar el Calculador de beneficios por jubilación?
Radio button, one-up vertical Single Y
Accomplish Goal This is not a new question

No F






Aun lo estoy intentando F






F Si al usar el Calculador de beneficios por jubilación no logró cumplir su propósito primordial, por favor háganos saber por qué no pudo hacerlo.

Text area, no char limit Single N
OE_Did not accomplish


¿Cómo describiría su experiencia navegando el sitio de Internet del Seguro Social hoy antes de llegar al Calculador de beneficios por jubilación? (Por favor seleccione todo lo que aplique.) No tuve dificultad navegando hacia el Calculador de beneficios por jubilación.
Checkbox, one-up vertical Multi Y Skip Logic Group Navigation Experience


Tuve dificultad encontrando los enlaces hacia el Calculador de beneficios por jubilación.







Los enlaces a veces no me llevaban a donde esperaba llegar.









Experimenté dificultades técnicas (mensajes de error, enlaces rotos, etc.).









Tuve una dificultad navegando el sistema que no está listada arriba: A






A Other navigation difficulty

Text area, no char limit
N Skip Logic Group Other Difficulty


Antes d visitar el Retirement Estimator, ¿ha utilizado alguna de los suguientes recursos para prepararse para su jubilacione? (Seleccione todas las que apliquen) Retirement Estimator del Seguro Social
Checkbox, one-up vertical Multi Y Skip Logic Group Other Resources



SSA Página de Iniciao









La Declaración de Seguro Social en línea en la sección de mi Seguro Social.









Preguntas más frecuentes









Vídeo instructivo en la página de solicitud en línea









Otros recursos en el sitio web SSA A








No hice uso de los recursos para preparar.







A Por favor describa qué otros recursos que ha utilizado para ayudar a prepararse para la aplicación de la jubilación

Text area, no char limit
N
OPS Other Resources


¿Qué va a hacer ahora en la página web de la Seguridad Social para continuar los preparativos previos a la jubilación? Nada, el Calculador de beneficios por jubilación suministró todo lo que necesitaba
Radio button, one-up vertical Single Y
Do Next This question will provide information about whether people use RE in addition to the toll-free number and visits to the field office, or as a substitute to those services.



Llamar al número 800 del Seguro Social









Llamar mi oficina local del Seguro Social









Visitar mi oficina local del Seguro Social









Intentar encontrar las respuestas en el sitio de Internet del Seguro Social









Intentar usar el Calculador de beneficios por jubilación de nuevo









No sé









Otro








¿Qué edad tiene? Menores de 25
Drop down, select one Single N
Age This question jointly with question #7 will allow to determine retirement horizon of people of different ages and how much weight to place on reported plans for claiming for retirement benefits across different ages.



26 al 50









51 al 55









56 al 60








61









62









63









64









65









66









67 y más









Prefiero no responder








¿Cuál es su estado civil? Casada/o
Radio button, one-up vertical Single N OPS Group Marital Status


Separada/o









Divorciada/o








Viuda/o








Nunca se ha casado









Me reservo el derecho a contestar la pregunta









Otro (especifique) x






X Otro estado civil

Text field, <100 char
N OPS Group Other Marital


Por favor díganos si hay alguna mejora/cambio que le gustaría que se hiciera al Calculador de beneficios por jubilación.

Text area, no char limit
N
Improvement


Sheet 14: Element Rotations

Base Element Order Version 2 Version 3 Version 4
Look and Feel Plain Language Site Performance Look and Feel
Site Performance Site Performance Look and Feel Plain Language
Plain Language Look and Feel Plain Language Site Performance








1 7 4 1
2 8 5 2
3 9 6 3
4 4 1 7
5 5 2 8
6 6 3 9
7 1 7 4
8 2 8 5
9 3 9 6

Sheet 15: v3 Custom Qsts EE

Social Security Administration

red & strike-through: DELETE






SSA Retirement Estimator v3

underlined & italicized: RE-ORDER






MID: AshNI5IMsplFJJMYA9c9JA==

pink: ADDITION






Date: 10/6/2010 blue + -->: REWORDING

















SSA Retirement Estimator v3 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label SSA Comments from Sue (8/12/10)
EDO05315
How did you first learn about the Retirement Estimator? Search engine
Radio button, one-up vertical Single Y OPS Group Learned about RE This is not a new question

Linked from another website







From an SSA representative







SSA publication







From my Annual Social Security Statement







Newspaper, magazine or other media







My employer or Human Resources department







My financial advisor







Word of mouth







Other, please specify C





EDO05316 C Other learned about

Text field, <100 char
N OPS Group Other learned about
EDO05317
Have you ever sought advice on retirement/financial planning or saving strategies? Yes D Drop down, select one Single Y Skip Logic Group Sought Advice This will provide insight about whether those who use the S-RE are planning ahead about retirement and using other sources. Also we can compare the two subgroups across other characteristics.
No





EDO05318 D From what source have you sought advice on retirement/financial planning or saving strategies. Family/Friend
Checkbox, one-up vertical Multi Y Skip Logic Group Advice Source
Financial professional






Internet






Other






EDO05319
Which statement best describes how you completed the Retirement Estimator? I completed it for myself without assistance from anyone else
Radio button, one-up vertical Single Y
Assistance We want to know if users get help and how frequently this occurs, which could be more prevalent among S-RE users. The group of users who are getting help may be computer illiterate or may have language proficiency problems.
I completed it for myself with assistance from a friend or family member






I completed it for myself with assistance from a professional






I completed it for someone else






Other





EDO05320
Did the Retirement Estimator help you decide at what age to claim benefits? Yes Radio button, one-up vertical Single Y Skip Logic Group Help Decision This question will provide information on whether RE is affecting users retirement plans, and the ages they plan to retire.
No A





ACQLiv0010089 A Please tell us why the Retirement Estimator did not help you decide at what age to claim benefits.

Text area, no char limit
N Skip Logic Group OE_Didn't help decide age to claim
EDO05321 At what age do you plan to file for benefits? 62
Drop down, select one Single Y Skip Logic Group Age to File This question will provide information on distribution of the ages users plan to retire. Also it will allow to compare English versus Spanish users, or cross tab with other characteristics. .


63



Change to Skip Logic so that it can be a drop down question.



64







65







66








67








68








69








70








71 or older








Unsure









Other, please specify E





EDO05322 E Please specify the age at which you intend to file for benefits.

Text field, <100 char
N Skip Logic Group Other Age
EDO05323
When do you expect to file for retirement benefits? Within 12 months
Radio button, one-up vertical Single Y
Expect to File This is not a new question
1 to 3 years


More than 3 but less than 6 years


More than 6 years


Don't Know


EDO05324
How do you plan to file for retirement benefits? I prefer to file my retirement application online
Radio button, one-up vertical Single Y
How to File This is not a new question
By telephone interview






Face-to-face in my local SSA field office






Online with telephone or in-person assistance, if needed






Don't Know






EDO05325
Did you accomplish your primary purpose in using the Retirement Estimator? Yes
Radio button, one-up vertical Single Y
Accomplish Goal This is not a new question

No F






Still Trying F





EDO05326 F If you did not accomplish your primary purpose in using the Retirement Estimator, please tell us why you were not able to do so.

Text area, no char limit Single N
OE_Did not accomplish
ACQLiv0010093
How would you describe your navigation experience on the SSA site today prior to arriving at the Retirement Estimator? (Please select all that apply) I had no difficulty navigating/browsing to the Retirement Estimator
Checkbox, one-up vertical Multi Y OPS Group Navigation Experience


I had difficulty finding the links to the Retirement Estimator







Links often did not take me where I expected









I experienced technical difficulties (error messages, broken links, etc.)









I had a navigation difficulty not listed above: A





ACQLiv0010094 A Other navigation difficulty

Text field, <100 char
N OPS Group Other Difficulty
EDO05327
Have you ever used the SSA Retirement Planner? Yes
Radio button, one-up vertical Single Y
RE Planner This is not a new question
No


Don't know what that is


EDO05328
What do you plan to do next in regard to getting answers about your estimated retirement benefits? Nothing, the Retirement Estimator provided what I needed
Radio button, one-up vertical Single Y
Do Next This question will provide information about whether people use RE in addition to the toll-free number and visits to the field office, or as a substitute to those services.



Call Social Security's 800 number









Call my local Social Security office









Visit my local Social Security office









Try finding the answers on the Social Security website









Try the Retirement Estimator again









Don't Know






EDO06581
What is your preferred language for conducting business with the Social Security Administration? English
Radio button, one-up vertical Single Y OPS Group Preferred language This is not a new question
Spanish







Other, please specify A





EDO06582 A Other preferred language

Text field, <100 char
N OPS Group Other learned about
EDO05329
What is your age? Under 18
Drop down, select one Single N
Age This question jointly with question #7 will allow to determine retirement horizon of people of different ages and how much weight to place on reported plans for claiming for retirement benefits across different ages.


18-20








21-30








31-40







41-50







51-55







56







57








58








59









60









61









62









63









64









65









66









67 or older









Prefer not to answer






EDO05330
Where do you live? Alabama
Drop down, select one Single N Skip Logic Group Location



Alaska



Change to Skip Logic so that it can be a drop down question.
Will allow to examine distribution of users across states, as well as to examine how they plan to file by state. This information can also be used for work load estimates and staff planning purposes.



Arizona






Arkansas








California









Colorado









Connecticut









Delaware









District of Columbia









Florida









Georgia









Hawaii









Idaho









Illinois









Indiana









Iowa









Kansas









Kentucky









Louisiana









Maine









Maryland









Massachusetts









Michigan









Minnesota









Mississippi









Missouri









Montana









Nebraska









Nevada









New Hampshire









New Jersey









New Mexico









New York









North Carolina









North Dakota









Ohio









Oklahoma









Oregon









Pennsylvania









Rhode Island









South Carolina









South Dakota









Tennessee









Texas









Utah









Vermont









Virginia









Washington









West Virginia









Wisconsin









Wyoming









American Samoa









Guam









Northern Mariana Islands









Puerto Rico









US Virgin Islands









Bajo Nuevo Bank









Baker Island









Howland Island









Jarvis Island









Johnston Atoll









Kingman Reef









Midway Atoll









Navassa Island









Palmyra Atoll









Serranilla Bank









Wake Island









Other - Please specify G





EDO05331 G Please specify where you live.

Text field, <100 char
N Skip Logic Group Other Location
EDO05332
What is the highest level of education you have completed? No high school
Drop down, select one Single N Skip Logic Group Education


Some high school



Change to Skip Logic so that it can be a drop down question.
To examine which groups are more/less likely to use the RE, as well as a proxy for their income levels.



High school diploma or equivalent








Some college, but no degree








Associate's degree









Bachelor's degree









Master's degree









Professional degree (MD, JD, etc)









Doctorate degree (PhD)









Prefer not to answer









Other, please specify X





EDO05333 X Please specify the highest level of education you have completed.

Text field, <100 char
N Skip Logic Group Other Education
EDO06583
What is your current marital status? Married
Radio button, one-up vertical Single N OPS Group Marital Status


Separated









Divorced                   








Widowed                  








Never married          









Prefer not to answer









Other, please specify x





EDO06584 X Other marital status

Text field, <100 char
N OPS Group Other Marital
ACQLiv0010070
Please tell us if there are any improvements/changes you would make to the Retirement Estimator.

Text area, no char limit
N
Improvement

Sheet 16: v3 Custom Qsts EN

Social Security Administration

red & strike-through: DELETE






SSA Retirement Estimator v3

underlined & italicized: RE-ORDER






MID: JU89h10NUtR9V44MIk9ldA==

pink: ADDITION






Date: 10/6/2010 blue + -->: REWORDING

















SSA Retirement Estimator v3 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label SSA Comments from Sue (8/12/10)
ENEDO05315
How did you first learn about the Retirement Estimator? Search engine
Radio button, one-up vertical Single Y OPS Group Learned about RE This is not a new question

Linked from another website







From an SSA representative







SSA publication







From my Annual Social Security Statement







Newspaper, magazine or other media







My employer or Human Resources department







My financial advisor







Word of mouth







Other, please specify C





ENEDO05316 C Other learned about

Text field, <100 char
N OPS Group Other learned about
ENEDO05317
Have you ever sought advice on retirement/financial planning or saving strategies? Yes D Drop down, select one Single Y Skip Logic Group Sought Advice This will provide insight about whether those who use the S-RE are planning ahead about retirement and using other sources. Also we can compare the two subgroups across other characteristics.
No





ENEDO05318 D From what source have you sought advice on retirement/financial planning or saving strategies. Family/Friend
Checkbox, one-up vertical Multi Y Skip Logic Group Advice Source
Financial professional






Internet






Other






ENEDO05319
Which statement best describes how you completed the Retirement Estimator? I completed it for myself without assistance from anyone else
Radio button, one-up vertical Single Y
Assistance We want to know if users get help and how frequently this occurs, which could be more prevalent among S-RE users. The group of users who are getting help may be computer illiterate or may have language proficiency problems.
I completed it for myself with assistance from a friend or family member






I completed it for myself with assistance from a professional






I completed it for someone else






Other





ENEDO05320
Did the Retirement Estimator help you decide at what age to claim benefits? Yes Radio button, one-up vertical Single Y Skip Logic Group Help Decision This question will provide information on whether RE is affecting users retirement plans, and the ages they plan to retire.
No A





ENACQLiv0010089 A Please tell us why the Retirement Estimator did not help you decide at what age to claim benefits.

Text area, no char limit
N Skip Logic Group OE_Didn't help decide age to claim
ENEDO05321 At what age do you plan to file for benefits? 62
Drop down, select one Single Y Skip Logic Group Age to File This question will provide information on distribution of the ages users plan to retire. Also it will allow to compare English versus Spanish users, or cross tab with other characteristics. .


63



Change to Skip Logic so that it can be a drop down question.



64







65







66








67








68








69








70








71 or older








Unsure









Other, please specify E





ENEDO05322 E Please specify the age at which you intend to file for benefits.

Text field, <100 char
N Skip Logic Group Other Age
ENEDO05323
When do you expect to file for retirement benefits? Within 12 months
Radio button, one-up vertical Single Y
Expect to File This is not a new question
1 to 3 years


More than 3 but less than 6 years


More than 6 years


Don't Know


ENEDO05324
How do you plan to file for retirement benefits? I prefer to file my retirement application online
Radio button, one-up vertical Single Y
How to File This is not a new question
By telephone interview






Face-to-face in my local SSA field office






Online with telephone or in-person assistance, if needed






Don't Know






ENEDO05325
Did you accomplish your primary purpose in using the Retirement Estimator? Yes
Radio button, one-up vertical Single Y
Accomplish Goal This is not a new question
No F





Still Trying F





ENEDO05326 F If you did not accomplish your primary purpose in using the Retirement Estimator, please tell us why you were not able to do so.

Text area, no char limit Single N
OE_Did not accomplish
ENACQLiv0010093
How would you describe your navigation experience on the SSA site today prior to arriving at the Retirement Estimator? (Please select all that apply) I had no difficulty navigating/browsing to the Retirement Estimator
Checkbox, one-up vertical Multi Y OPS Group Navigation Experience


I had difficulty finding the links to the Retirement Estimator







Links often did not take me where I expected









I experienced technical difficulties (error messages, broken links, etc.)









I had a navigation difficulty not listed above: A





ENACQLiv0010094 A Other navigation difficulty

Text field, <100 char
N OPS Group Other Difficulty
ENEDO05327
Have you ever used the SSA Retirement Planner? Yes
Radio button, one-up vertical Single Y
RE Planner This is not a new question
No


Don't know what that is


ENEDO05328
What do you plan to do next in regard to getting answers about your estimated retirement benefits? Nothing, the Retirement Estimator provided what I needed
Radio button, one-up vertical Single Y
Do Next This question will provide information about whether people use RE in addition to the toll-free number and visits to the field office, or as a substitute to those services.


Call Social Security's 800 number








Call my local Social Security office








Visit my local Social Security office








Try finding the answers on the Social Security website








Try the Retirement Estimator again








Don't Know






ENEDO06581
What is your preferred language for conducting business with the Social Security Administration? English
Radio button, one-up vertical Single Y OPS Group Preferred language This is not a new question
Spanish







Other, please specify A





ENEDO06582 A Other preferred language

Text field, <100 char
N OPS Group Other learned about
ENEDO05329
What is your age? Under 18
Drop down, select one Single N
Age This question jointly with question #7 will allow to determine retirement horizon of people of different ages and how much weight to place on reported plans for claiming for retirement benefits across different ages.


18-20








21-30








31-40







41-50







51-55







56







57








58








59









60









61









62









63









64









65









66









67 or older









Prefer not to answer






ENEDO05330
Where do you live? Alabama
Drop down, select one Single N Skip Logic Group Location



Alaska



Change to Skip Logic so that it can be a drop down question.
Will allow to examine distribution of users across states, as well as to examine how they plan to file by state. This information can also be used for work load estimates and staff planning purposes.



Arizona






Arkansas








California









Colorado









Connecticut









Delaware









District of Columbia









Florida









Georgia









Hawaii









Idaho









Illinois









Indiana









Iowa









Kansas









Kentucky









Louisiana









Maine









Maryland









Massachusetts









Michigan









Minnesota









Mississippi









Missouri









Montana









Nebraska









Nevada









New Hampshire









New Jersey









New Mexico









New York









North Carolina









North Dakota









Ohio









Oklahoma









Oregon









Pennsylvania









Rhode Island









South Carolina









South Dakota









Tennessee









Texas









Utah









Vermont









Virginia









Washington









West Virginia









Wisconsin









Wyoming









American Samoa









Guam









Northern Mariana Islands









Puerto Rico









US Virgin Islands









Bajo Nuevo Bank









Baker Island









Howland Island









Jarvis Island









Johnston Atoll









Kingman Reef









Midway Atoll









Navassa Island









Palmyra Atoll









Serranilla Bank









Wake Island









Other - Please specify G





ENEDO05331 G Please specify where you live.

Text field, <100 char
N Skip Logic Group Other Location
ENEDO05332
What is the highest level of education you have completed? No high school
Drop down, select one Single N Skip Logic Group Education


Some high school



Change to Skip Logic so that it can be a drop down question.
To examine which groups are more/less likely to use the RE, as well as a proxy for their income levels.



High school diploma or equivalent








Some college, but no degree








Associate's degree









Bachelor's degree









Master's degree









Professional degree (MD, JD, etc)









Doctorate degree (PhD)









Prefer not to answer









Other, please specify X





ENEDO05333 X Please specify the highest level of education you have completed.

Text field, <100 char
N Skip Logic Group Other Education
ENEDO06583
What is your current marital status? Married
Radio button, one-up vertical Single N OPS Group Marital Status


Separated









Divorced                   








Widowed                  








Never married          









Prefer not to answer









Other, please specify x





ENEDO06584 X Other marital status

Text field, <100 char
N OPS Group Other Marital
ENACQLiv0010070
Please tell us if there are any improvements/changes you would make to the Retirement Estimator.

Text area, no char limit
N
Improvement

Sheet 17: v3 Custom Qsts SP

Social Security Administration

red & strike-through: DELETE






SSA Retirement Estimator v3

underlined & italicized: RE-ORDER






MID: VAdlI9VQFstVQBhNYFkAxw==

pink: ADDITION






Date: 10/6/2010 blue + -->: REWORDING

















SSA Retirement Estimator v3 CUSTOM QUESTION LIST
QID Skip Logic Label Question Text Answer Choices
(limited to 50 characters)
Skip to Type (select from list) Single or Multi Required
Y/N
Special Instructions CQ Label SSA Comments from Sue (8/12/10)
SPEDO05315
¿Cómo se enteró del Calculador de beneficios por jubilación? Por un motor de búsqueda
Radio button, one-up vertical Single Y OPS Group Learned about RE This is not a new question

Un enlace de otra página de Internet.







De un agente del Seguro Social.







De una publicación del Seguro Social.







De mi Declaración del Seguro Social anual.







Por un periódico, revista u otro medio informático







Fue sugerido por mi empleador o por el Departamento de Recursos Humanos







Fue sugerido por mi asesor financiero







Alguien me lo comentó







Otro (especifique) C





SPEDO05316 C Otra manera de enterarse

Text field, <100 char
N OPS Group Other learned about
SPEDO05317
¿Alguna vez a solicitado asesoramiento con referencia a jubilación/planificación financiera o estrategias de ahorros? D Drop down, select one Single Y Skip Logic Group Sought Advice This will provide insight about whether those who use the S-RE are planning ahead about retirement and using other sources. Also we can compare the two subgroups across other characteristics.

No





SPEDO05318 D ¿Qué fuente de información a utilizado para solicitar asesoramiento con referencia a jubilación/planificación o estrategias de ahorros? Pariente/Amigo
Checkbox, one-up vertical Multi Y Skip Logic Group Advice Source

Experto en asuntos financieros







Internet







Otro






SPEDO05319
¿Qué oración tiene la mejor descripción de cómo contestó las preguntas del Calculador de beneficios por jubilación? Las contesté sin que nadie me ayudara
Radio button, one-up vertical Single Y
Assistance We want to know if users get help and how frequently this occurs, which could be more prevalent among S-RE users. The group of users who are getting help may be computer illiterate or may have language proficiency problems.
Las contesté con la ayuda de un amigo o pariente






Las contesté con la ayuda de un experto profesional






Lo completé para otra persona






Otro





SPEDO05320
¿Le ayudó el Calculador de beneficios por jubilación a decidir a qué edad solicitar los beneficios por jubilación? Radio button, one-up vertical Single Y Skip Logic Group Help Decision This question will provide information on whether RE is affecting users retirement plans, and the ages they plan to retire.

No A





SPACQLiv0010089 A Por favor díganos por qué el Calculador de beneficios por jubilación no le ayudó a decidir a qué edad reclamar los beneficios.

Text area, no char limit
N Skip Logic Group OE_Didn't help decide age to claim
SPEDO05321 ¿A que edad planifica solicitar los beneficios por jubilación? 62
Drop down, select one Single Y Skip Logic Group Age to File This question will provide information on distribution of the ages users plan to retire. Also it will allow to compare English versus Spanish users, or cross tab with other characteristics. .



63



Change to Skip Logic so that it can be a drop down question.



64







65







66








67








68








69








70








después de los 71








No estoy seguro(a)









Otro (especifique) E





SPEDO05322 E Favor de indicar la edad a la que espera solicitar los beneficios por jubilación.

Text field, <100 char
N Skip Logic Group Other Age
SPEDO05323
¿Cuándo espera solicitar beneficios por jubilación? Dentro de 12 meses
Radio button, one-up vertical Single Y
Expect to File This is not a new question

Dentro de 1 a 3 años



Más de 3 años pero menos de 6 años



Más de 6 años



No sé


SPEDO05324
¿Cómo piensa solicitar sus beneficios por jubilación? Prefiero presentar mi solicitud por Internet.
Radio button, one-up vertical Single Y
How to File This is not a new question

Por entrevista telefónica







Personalmente en la oficina local del Seguro Social.







Por Internet con la ayuda de alguien por teléfono o en persona, si fuese necesario.







No sé






SPEDO05325
¿Logró lo que quería al usar el Calculador de beneficios por jubilación?
Radio button, one-up vertical Single Y
Accomplish Goal This is not a new question

No F






Aun lo estoy intentando F





SPEDO05326 F Si al usar el Calculador de beneficios por jubilación no logró cumplir su propósito primordial, por favor háganos saber por qué no pudo hacerlo.

Text area, no char limit Single N
OE_Did not accomplish
SPACQLiv0010093
¿Cómo describiría su experiencia navegando el sitio de Internet del Seguro Social hoy antes de llegar al Calculador de beneficios por jubilación? (Por favor seleccione todo lo que aplique.) No tuve dificultad navegando hacia el Calculador de beneficios por jubilación.
Checkbox, one-up vertical Multi Y OPS Group Navigation Experience


Tuve dificultad encontrando los enlaces hacia el Calculador de beneficios por jubilación.







Los enlaces a veces no me llevaban a donde esperaba llegar.









Experimenté dificultades técnicas (mensajes de error, enlaces rotos, etc.).









Tuve una dificultad navegando el sistema que no está listada arriba: A





SPACQLiv0010094 A Other navigation difficulty

Text field, <100 char
N OPS Group Other Difficulty
SPEDO05327
¿Alguna vez ha usado el Planificador de jubilación del Seguro Social?
Radio button, one-up vertical Single Y
RE Planner This is not a new question

No



No sé lo que es eso


SPEDO05328
¿Cuál sera su próximo paso para obtener respuestas sobre la estimación de sus beneficios por jubilación? Nada, el Calculador de beneficios por jubilación suministró todo lo que necesitaba
Radio button, one-up vertical Single Y
Do Next This question will provide information about whether people use RE in addition to the toll-free number and visits to the field office, or as a substitute to those services.


Llamar al número 800 del Seguro Social








Llamar mi oficina local del Seguro Social








Visitar mi oficina local del Seguro Social








Intentar encontrar las respuestas en el sitio de Internet del Seguro Social








Intentar usar el Calculador de beneficios por jubilación de nuevo








No sé






SPEDO06581
¿Cuál es su idioma preferido para llevar a cabo sus transacciones con la Administración del Seguro Social? Inglés
Radio button, one-up vertical Single Y OPS Group Preferred language This is not a new question

Español







Otro (especifique) A





SPEDO06582 A Otro idioma preferido

Text field, <100 char
N OPS Group Other learned about
SPEDO05329
¿Qué edad tiene? Menor de 18 años de edad
Drop down, select one Single N
Age This question jointly with question #7 will allow to determine retirement horizon of people of different ages and how much weight to place on reported plans for claiming for retirement benefits across different ages.



18-20









21-30









31-40








41-50








51-55








56








57








58








59









60









61









62









63









64









65









66









mayor de 67 años de edad









Me reservo el derecho de contestar






SPEDO05330
¿Dónde vive? Alabama
Drop down, select one Single N Skip Logic Group Location



Alaska



Change to Skip Logic so that it can be a drop down question.
Will allow to examine distribution of users across states, as well as to examine how they plan to file by state. This information can also be used for work load estimates and staff planning purposes.



Arizona







Arkansas








California









Colorado









Connecticut









Delaware









Distrito de Columbia









Florida









Georgia









Hawaí









Idaho









Illinois









Indiana









Iowa









Kansas









Kentucky









Louisiana









Maine









Maryland









Massachusetts









Michigan









Minnesota









Misisipi









Misuri









Montana









Nebraska









Nevada









Nueva Hampshire









Nueva Jersey









Nuevo Mexico









Nueva York









Carolina del Norte









Dakota del Norte









Ohio









Oklahoma









Oregon









Pensilvania









Rhode Island









Carolina del Sur









Dakota del Sur









Tennessee









Texas









Utah









Vermont









Virginia









Washington









Virginia Occidental









Wisconsin









Wyoming









Samoa Americana









Guam









Islas Marianas del Norte









Puerto Rico









Islas Virgenes de los EE.UU.









Bajo Nuevo Bank









Isla Baker









Isla Howland









Isla Jarvis









Johnston Atoll









Arecife de Kingman









Midway Atoll









Navassa Island









Palmyra Atoll









Seranilla Bank









Isla Wake









Otro (especifique) G





SPEDO05331 G Por favor especifique adónde vive.

Text field, <100 char
N Skip Logic Group Other Location
SPEDO05332
¿Cuál es el grado de educación más alto que ha obtenido? No se graduó de la escuela secundaria
Drop down, select one Single N Skip Logic Group Education


Asistió por un tiempo a la escuela secundaria



Change to Skip Logic so that it can be a drop down question.
To examine which groups are more/less likely to use the RE, as well as a proxy for their income levels.



Graduado de la escuela secundaría o su equivalente








Estudió en la universidad pero no se graduó








Grado Asociado









Graduado de 4 años de universidad









Graduado con una maestría









Graduado con un título profesional (MD, JD, etc)









Doctorado en philosofía (PhD)









Me reservo el derecho a contestar la pregunta









Otro (especifique) X





SPEDO05333 X Por favor especifique el nivel de educación más alto que ha completado.

Text field, <100 char
N Skip Logic Group Other Education
SPEDO06583
¿Cuál es su estado civil? Casada/o
Radio button, one-up vertical Single N OPS Group Marital Status


Separada/o









Divorciada/o








Viuda/o








Nunca se ha casado









Me reservo el derecho a contestar la pregunta









Otro (especifique) x





SPEDO06584 X Otro estado civil

Text field, <100 char
N OPS Group Other Marital
SPACQLiv0010070
Por favor díganos si hay alguna mejora/cambio que le gustaría que se hiciera al Calculador de beneficios por jubilación.

Text area, no char limit
N
Improvement
File Typeapplication/vnd.openxmlformats-officedocument.spreadsheetml.sheet
File Modified0000-00-00
File Created0000-00-00

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