30688 Q_SSARetirementEstimator_Web_AccountManagement_20160614

E-Government Website Customer Satisfaction Surveys

Q_SSARetirementEstimator_Web_AccountManagement_20160614.xlsx

Mapping and Questionnaire Documents IA 30688 A4 (SSA)

OMB: 1090-0008

Document [xlsx]
Download: xlsx | pdf

Overview

v4 Model Qsts (EE)
v4 Model Qsts (SP)
v4 Custom Qsts EE
v4 Custom Qsts SP
v4 CQs EE (7-1-16)


Sheet 1: 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 2: 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 3: v4 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 From Question Text Answer Choices Skip to Type (select from list) Required
Y/N
Special Instructions CQ Label
JAC0123847
How did you connect to SSA today? Desktop
Radio button, one-up verticalb Y
How Connected with SSA



Laptop







Smartphone







Tablet




JAC0123850
From where did you connect to SSA today? At home
Radio button, one-up verticalb Y Skip Logic Group From Where Connected with SSA



In office / place of employment







At a friend or relative's place







Public library A






Social Security Office







Social Security Kiosk B






Other agency







Other, please specify C



JAC0123859 A Did you connect through a unique Social Security icon featured on the computer's desktop? Yes
Radio button, one-up vertical Y Skip Logic Group Use SSA Icon



No AA



JAC0123862 AA How did you link to the SSA website?

Text area, no char limit N Skip Logic Group OE_How Linked to SSA (library)
JAC0123856 B Please describe the location.

Text area, no char limit N Skip Logic Group OE_Location of Kiosk
JAC0123854 C Please tell us how and from where you connected with SSA during your visit today.

Text area, no char limit N Skip Logic Group OPS_How Connected with SSA
BJL2254
How did you first learn about the Retirement Estimator? Social media (e.g., Blog, Facebook, Twitter, etc.)
Radio button, one-up vertical Y Skip Logic Group Learned about RE


Online search engine or other website (e.g., Google)






Linked from another website C2





An online ad (Banner/Image)






A newspaper or magazine article






A newspaper or magazine ad






An email from Social Security






My Social Security Statement






Social Security employee






Relative or friend






Social Security event






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 Y
Frequency



Every few months or less often







Monthly







I use the Retirement Estimator more than once a month




JAC0123788
When do you expect to file for retirement benefits? Within 6 months
Radio button, one-up vertical Y
Expect to File

Within 12 months



Within 1 to 3 years



More than 3 but less than 6 years



Don't know at this time


BJL2264
How do you plan to file for retirement benefits? Online
Radio button, one-up vertical Y
How to File

Online with telephone or in-person assistance





By telephone interview





At my local Social Security office





Don't know at this time




LIV0073004
Did you review your Social Security Statement before using the Retirement Estimator? Yes, I reviewed my paper Social Security Statement.
Radio button, one-up vertical Y Skip Logic Group Review SS Statement



Yes, I reviewed my online Social Security Statement A






No B



LIV0073005 A Did you have difficulty navigating between your online Social Security Statement and the Retirement Estimator? Yes C Radio button, one-up vertical Y Skip Logic Group Difficulty Navigating Between RE and Statement



No




LIV0073006 C Please describe the difficulty you had navigating between your online Social Security Statement and the Retirement Estimator.

Text area, no char limit N Skip Logic Group OE_Difficulty Navigating Between RE and Statement
LIV0073008 B Do you plan to review your online Social Security Statement next? Yes
Radio button, one-up vertical Y Skip Logic Group Plan to Review SS Statement



No




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


No F



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

Text area, no char limit 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 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 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 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
JAC0123896
Have you used any other SSA resources for your retirement planning? (Please select all that apply) Your Online Social Security Statement in the my Social Security pages
Checkbox, one-up vertical Y Skip Logic Group Other Resources


Social Security’s Online Retirement Planner


Other Social Security Calculators offered on ssa.gov



Frequently Asked Questions (FAQ) on ssa.gov







Other resources on the SSA website







I used resources outside of ssa.gov A






I did not use any resources to prepare at this time


Mutually Exclusive
JAC0123897 A Please describe what other resources you used to help prepare/plan for your retirement.

Text area, no char limit N Skip Logic Group OPS Other Resources
JAC0123898
After visiting the Retirement Estimator today, what do you plan to do next? Nothing, the Retirement Estimator provided what I needed
Radio button, one-up vertical Y Skip Logic Group Do Next Y/N



Try the Retirement Estimator again (at a later time)







I am ready to file for Social Security Retirement Benefits







Browse the SSA website







I will call Social Security’s 1-800 number







I will visit my local Social Security Office







I do not know what I will do next at this time




STE0061399
Have you registered for a my Social Security account? Yes
Radio button, one-up vertical Y Skip Logic Have mySSA Account



No A



STE0061400 A What is the main reason you have not registered for a my Social Security account? I plan to register for a my Social Security account today.
Radio button, one-up vertical Y Skip Logic Why Not Have mySSA Account



I plan to register for a my Social Security account in the near future.







I tried to register for a my Social Security account, but was unsuccessful.







I am not sure why I need a my Social Security account.







I do not want a my Social Security account.







Other, please specify AA



STE0061424 AA Please tell us why you have not registered for a my Social Security account.

Text field, no char limit N Skip Logic OPS_Why Not Have mySSA Account
JAC0123895
What is your age? 40 and under
Drop down, select one N
Age



41 to 50







51 to 61







62 to 64







65 to 67







68 to 70







Prefer not to answer




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


Significant Other/Partner






Separated







Divorced                   






Widowed                  






Never Married/Single







Prefer not to answer







Other, please specify x



BJL2279 X Other marital status

Text field, <100 char N OPS Group Other Marital
BJL2280
Do you have any suggestions for improving the online Retirement Estimator application?

Text area, no char limit N
Improvement

Sheet 4: v4 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) Required
Y/N
Special Instructions CQ Label
JAC0123847
¿Cómo se comunicó hoy con la Administración del Seguro Social (SSA, por sus siglas en inglés)? Computadora de escritorio
Radio button, one-up verticalb Y
Cómo se comunicó con la SSA



Computadora portátil







Smartphone







Tableta




JAC0123850
¿Desde dónde se comunicó hoy con la SSA? Desde mi hogar
Radio button, one-up verticalb Y Skip Logic Group Desde dónde se comunicó con la SSA



Desde la oficina/lugar de trabajo







Desde la casa de un amigo o familiar







Desde la biblioteca pública A






Desde la oficina del Seguro Social







Desde un quiosco del Seguro Social B






A través de otra agencia







Otra opción (indique cuál) C



JAC0123859 A ¿Se conectó a través del ícono propio del Seguro Social que aparece en el escritorio de la computadora?
Radio button, one-up vertical Y Skip Logic Group Usó ícono de la SSA



No AA



JAC0123862 AA ¿Cómo llegó al sitio web del Seguro Social?

Text area, no char limit N Skip Logic Group OE_Cómo llegó a la SSA (biblioteca)
JAC0123856 B Describa la ubicación.

Text area, no char limit N Skip Logic Group OE_Ubicación del quiosco
JAC0123854 C Díganos cómo y desde dónde se comunicó con el Seguro Social durante su visita de hoy:

Text area, no char limit N Skip Logic Group OPS_Cómo se comunicó con la SSA
BJL2254
¿Cómo se enteró del Calculador de beneficios por jubilación? Redes sociales (por ejemplo, blog, Facebook, Twitter, etc.)
Radio button, one-up vertical Y Skip Logic Group Learned about RE


Motor de búsqueda en línea u otros sitios web (por ejemplo, Google)






Un enlace de otra página de Internet. C2





Anuncio por Internet (banner / imagen)






Artículo de periódico o revista






Anuncio de periódico o revista






Correo electrónico del Seguro Social






Mi estado de cuenta del Seguro Social






Un empleado del Seguro Social






Un familiar o un amigo






Un evento del Seguro Social






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






Fue sugerido por mi asesor financiero






Alguien me lo comentó






Otro, especificar C



BJL2255 C Por favor, especifique cómo se enteró del Calculador de beneficios jubilación.

Text field, <100 char N Skip Logic Group Other learned about
STE0050206 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
STE0050207
¿Con qué frecuencia se utiliza el Estimador de la jubilción? Esta fue la primera vez
Radio button, one-up vertical Y
Frequency



Cada pocos meses o con menor frecuencia







Mensual







Uso el Calculador de beneficios de jubilación más de una vez por mes




JAC0123788
¿Cuándo espera solicitar beneficios por jubilación? En un plazo de 6 meses
Radio button, one-up vertical Y
Espera solicitar


En un plazo de 12 meses




En un plazo de entre 1 y 3 años




En más de 3 pero menos de 6 años




En este momento, no lo sé


BJL2264
¿Cómo piensa solicitar sus beneficios por jubilación? En línea
Radio button, one-up vertical Y
How to File


En línea con ayuda telefónica o en persona






Por entrevista telefónica






En la oficina del Seguro Social de mi zona






En este momento, no lo sé




LIV0073004
¿Sabía usted revise su Declaración del Seguro Social antes de utilizar el Estimador de jubilación? Sí, he revisado mi papel Declaración del Seguro Social.
Radio button, one-up vertical Y Skip Logic Group Review SS Statement



Sí, he revisado mi Declaración del Seguro Social en línea (que se encuentra en su mi cuenta de la Seguridad Social). A






No B



LIV0073005 A ¿Tuvo dificultades para navegar entre su Declaración del Seguro Social en línea y el Estimador de jubilación? C Radio button, one-up vertical Y Skip Logic Group Difficulty Navigating Between RE and Statement



No




LIV0073006 C Por favor, describa la dificultad que había navegar entre su Declaración del Seguro Social en línea y el Estimador de Retiro.

Text area, no char limit N Skip Logic Group OE_Difficulty Navigating Between RE and Statement
LIV0073008 B ¿Tiene planes para revisar su Declaración del Seguro Social en línea ahora?
Radio button, one-up vertical Y Skip Logic Group Plan to Review SS Statement



No




BJL2265
¿El Calculador de Beneficios por Jubilación le proporcionan todas las estimaciones de beneficios que estaban buscando hoy?
Radio button, one-up vertical Y
Accomplish Goal


No F



BJL2266 F ¿Qué otras estimaciones de beneficios estabas tratando de obtener?

Text area, no char limit N
OE_Did not accomplish
STE0057596
¿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 Y Skip Logic Group RE Based on Earnings


No G



STE0057597 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 N Skip Logic Group OE_Not based on earnings
BJL2267
¿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 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



BJL2268 A Other navigation difficulty

Text area, no char limit N Skip Logic Group Other Difficulty
JAC0123896
¿Ha usado algún otro recurso o recursos de la SSA para planear su jubilación? (Seleccione todas las opciones que correspondan.) Mi estado de cuenta del Seguro Social en las páginas del Seguro Social
Checkbox, one-up vertical Y Skip Logic Group Otros recursos



Planificador en línea de beneficios por jubilación del Seguro Social







Otros Calculadores del Seguro Social que se ofrecen en ssa.gov







Sección de Preguntas frecuentes en ssa.gov







Otros recursos del sitio web de la SSA







Usé recursos que no pertenecen a ssa.gov A






En esta ocasión, no usé ningún recurso para preparar la solicitud


Mutually Exclusive
JAC0123897 A Describa que otros recursos usó para preparar/ planear su jubilación:

Text area, no char limit N
OPS Otros recursos
JAC0123898
Después de visitar el Calculador de beneficios de jubilación, ¿qué planea hacer a continuación? Nada, el Calculador de beneficios de jubilación me proporcionó todo lo que necesitaba
Radio button, one-up vertical Y Skip Logic Group Próximo paso S/N



Volver a intentar usar el Calculador de beneficios de jubilación (más tarde)







Estoy listo para solicitar los beneficios por jubilación del Seguro Social







Navegar por el sitio web de la SSA







Llamar al 1-800 del Seguro Social







Visitar la oficina del Seguro Social de mi zona







En este momento, no sé lo que haré a continuación




STE0061399
¿Ha abierto una cuenta del Seguro Social?
Radio button, one-up vertical Y Skip Logic Have mySSA Account



No A



STE0061400 A ¿Cuál es el motivo principal por el que no ha abierto una cuenta del Seguro Social? Planeo abrir hoy una cuenta del Seguro Social
Radio button, one-up vertical Y Skip Logic Why Not Have mySSA Account



Planeo abrir una cuenta del Seguro Social en un futuro próximo







Intenté registrarme para abrir una cuenta del Seguro Social hoy, pero no lo conseguí







No estoy seguro de por qué necesito una cuenta del Seguro Social







No quiero una cuenta del Seguro Social







Otra opción (indique cuál) AA



STE0061424 AA Díganos cuál es el motivo principal por el que no ha abierto una cuenta del Seguro Social.

Text field, no char limit N Skip Logic OPS_Why Not Have mySSA Account
JAC0123895
¿Cuál es su edad? 40 años y menos
Drop down, select one N
Edad



41 a 50







51 a 61







62 a 64







65 a 67







68 a 70







Prefiero no responder




BJL2278
¿Cuál es su estado civil? Casada/o
Radio button, one-up vertical N OPS Group Marital Status


En pareja/ Compañero






Separada/o







Divorciada/o






Viuda/o






Nunca contraje matrimonio/ Soltero







Me reservo el derecho a contestar la pregunta







Otro (especifique) x



BJL2279 X Otro estado civil

Text field, <100 char N OPS Group Other Marital
BJL2280
¿Tiene alguna sugerencia para mejorar el Calculador de beneficios de jubilación en línea?

Text area, no char limit N
Improvement

Sheet 5: v4 CQs EE (7-1-16)

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) Required
Y/N
Special Instructions CQ Label
STE0076430
Please tell us how and from where you connected with SSA during your visit today? Desktop computer/laptop from my home
Radio button, one-up vertical Y Skip Logic Group How Connected with SSA



Desktop computer/laptop from a friend or relative's home


Randomize



Desktop computer/laptop from my place of employment







Public computer workstation in a library A






Public computer workstation in some other agency/social organization (e.g., social services, Motor Vehicle Administration, housing agency, hospital, etc.)







Public computer workstation made available at my local Social Security office







SSA Express kiosk located in a public space or governmental office B






Other (please specify) C

Anchor Answer Choice
STE0076431 A Did you connect through a unique Social Security icon featured on the computer's desktop? Yes
Radio button, one-up vertical Y Skip Logic Group Use SSA Icon



No AA



STE0076432 AA How did you link to the SSA website?

Text area, no char limit N Skip Logic Group OE_How Linked to SSA (library)
STE0076433 B Please describe the location.

Text area, no char limit N Skip Logic Group OE_Location of Kiosk
STE0076434 C Please tell us how and from where you connected with SSA during your visit today?

Text area, no char limit N Skip Logic Group OPS_How Connected with SSA


How did you connect to SSA today? Desktop
Radio button, one-up verticalb Y
How Connected with SSA



Laptop







Smart Phone







Tablet






From where did you connect to SSA today? At home
Radio button, one-up verticalb Y Skip Logic Group From Where Connected with SSA



In office / place of employment







At a friend or relative's place







Public library A






Social Security Office







Social Security Kiosk B






Other agency







Other, please specify C




A Did you connect through a unique Social Security icon featured on the computer's desktop? Yes
Radio button, one-up vertical Y Skip Logic Group Use SSA Icon



No AA




AA How did you link to the SSA website?

Text area, no char limit N Skip Logic Group OE_How Linked to SSA (library)

B Please describe the location.

Text area, no char limit N Skip Logic Group OE_Location of Kiosk

C Please tell us how and from where you connected with SSA during your visit today:

Text area, no char limit N Skip Logic Group OPS_How Connected with SSA
BJL2254
How did you first learn about the Retirement Estimator? Search engine
Radio button, one-up vertical Y Skip Logic Group Learned about RE


SSA publication






Newspaper, magazine or other media






Social media (e.g., Facebook, Twitter, blog, etc.) (e.g., Blog, Facebook, Twitter, etc.)






Online search engine or other website (e.g., Google)






Linked from another website C2





An online ad (Banner/Image)






A newspaper or magazine article






A newspaper or magazine ad






An email from Social Security






From my Annual Social Security Statement My Social Security Statement






From an SSA representative Social Security employee






Relative or friend






Social Security event






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 Y
Frequency



Every few months or less often







Monthly







I use the Retirement Estimator more than once a month







Weekly







Several times a week







Daily/more than once a day




BJL2263
When do you expect to file for retirement benefits?

Radio button, one-up vertical Y
Expect to File

Within 12 months



1 to 3 years



More than 3 but less than 6 years



6 years or more



Don't Know




When do you expect to file for retirement benefits? Within 6 months
Radio button, one-up vertical Y
Expect to File

Within 12 months



Within 1 to 3 years



More than 3 but less than 6 years



Don't know at this time


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

Online with telephone or in-person assistance, if needed





By telephone interview





Face-to-face in my local SSA field office At my local Social Security office





Don't Know Don't know at this time




LIV0073004
Did you review your Social Security Statement before using the Retirement Estimator? Yes, I reviewed my paper Social Security Statement.
Radio button, one-up vertical Y Skip Logic Group Review SS Statement



Yes, I reviewed my online Social Security Statement (located in your mySocialSecurity account). A






No B



LIV0073005 A Did you have difficulty navigating between your online Social Security Statement and the Retirement Estimator? Yes C Radio button, one-up vertical Y Skip Logic Group Difficulty Navigating Between RE and Statement



No




LIV0073006 C Please describe the difficulty you had navigating between your online Social Security Statement and the Retirement Estimator.

Text area, no char limit N Skip Logic Group OE_Difficulty Navigating Between RE and Statement
LIV0073008 B Do you plan to review your online Social Security Statement next? Yes
Radio button, one-up vertical Y Skip Logic Group Plan to Review SS Statement



No




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


No F



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

Text area, no char limit 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 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 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 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 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


Have you used any other SSA resources for your retirement planning? (Please select all that apply) Your Online Social Security Statement in the my Social Security pages
Checkbox, one-up vertical Y Skip Logic Group Other Resources


Social Security’s Online Retirement Planner


Other Social Security Calculators offered on ssa.gov



Frequently Asked Questions (FAQ) on ssa.gov







Other resources on the SSA website







I used resources outside of ssa.gov A






I did not use any resources to prepare at this time


Mutually Exclusive

A Please describe what other resources you used to help prepare/plan for your retirement:

Text area, no char limit N Skip Logic Group 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 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


After visiting the Retirement Estimator today, what do you plan to do next? Nothing, the Retirement Estimator provided what I needed
Radio button, one-up vertical Y Skip Logic Group Do Next Y/N



Try the Retirement Estimator again (at a later time)







I am ready to file for Social Security Retirement Benefits







Browse the SSA website







I will call Social Security’s 1-800 number







I will visit my local Social Security Office







I do not know what I will do next at this time




STE0061399
Have you registered for a my Social Security account? Yes
Radio button, one-up vertical Y Skip Logic Have mySSA Account



No A



STE0061400 A What is the main reason you have not registered for a my Social Security account? I am currently trying to register for a my Social Security account. I plan to register for a my Social Security account today
Radio button, one-up vertical Y Skip Logic Why Not Have mySSA Account



I plan to register for a my Social Security account in the near future







I tried to register for a my Social Security account, but was unsuccessful.







I am not sure why I need a my Social Security account







I do not want a my Social Security account.







I am unaware of what a my Social Security account is.







Other (please specify): Other, please specify AA



STE0061424 AA Please tell us why you have not registered for a my Social Security account.

Text field, no char limit N Skip Logic OPS_Why Not Have mySSA Account
BJL2273
What is your age? Under 30
Drop down, select one N
Age



30 to 39







40 to 49







50 to 54







55 to 59







60 to 61







62 to 63







64 to 65







66 and over







Prefer not to answer






What is your age? 40 and under
Drop down, select one N
Age



41 to 50







51 to 61







62 to 64







65 to 67







68 to 70







Prefer not to answer




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


Significant Other/Partner






Separated







Divorced                   






Widowed                  






Never married          







Never Married/Single







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. Do you have any suggestions for improving the online Retirement Estimator application?

Text area, no char limit N
Improvement
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File Modified0000-00-00
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