Financial Well-Being Users Survey

Dear [NAME],

Abt Associates is working with the Consumer Financial Protection Bureau (CFPB) to better understand what financial education practitioners have heard about and are learning through using the CFPB Financial Well-Being Scale.

You are invited to complete a survey about the CFPB’s Financial Well-Being Scale. We anticipate this survey will take 15-20 minutes. We would like to reach as many financial practitioners as possible, so please share this email with other colleagues who may be appropriate to complete the survey.

We will combine your responses with others into a report to the CFPB about the current state of knowledge and practice regarding the Financial Well-Being Scale. CFPB will use that report to guide its next phase of work in developing and promoting understanding of the Scale.

Thank you again for your help with this important study.

<INSERT SURVEY LINK>

Sincerely,

Donna DeMarco

Project Director

Donna J. DeMarco | Principal Associate | Abt Associates

10 Fawcett Street | Cambridge, MA 02138

O: (617) 349-2322 | abtassociates.com

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Privacy Act Statement

5 U.S.C. 552a(e)(3)

The information you provide to Abt Associates (“Abt”) will assist the Consumer Financial Protection Bureau (“Bureau”) in gathering data about experiences with our financial education products. Participation in this testing will provide us information about the Financial Well-Being scale and its usefulness to financial education practitioners.

If you choose to participate, Abt will obtain basic contact information such as your name, email address, and telephone number to contact you.

Information collected will be treated in accordance with the System of Records Notice (“SORN”), CFPB.021 – CFPB Consumer Education and Engagement Records, 85 FR 3662. Although Abt and the Bureau do not anticipate further disclosing the information provided, it may be disclosed as indicated in the Routine Uses described in the SORN. Direct identifying information will be kept private except as required by law.

This collection of information is authorized by Pub. L. No. 111-203, Title X, Sections 1013 and 1022, codified at 12 U.S.C. §§ 5493 and 5512.

Participation is voluntary.

Paperwork Reduction Act

According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a person is not required to respond to a collection of information unless it displays a valid OMB control number. The OMB control number for this collection is 3170-0036. It expires on 10/31/22. Comments regarding this collection of information, including the estimated response time, suggestions for improving the usefulness of the information, or suggestions for reducing the burden to respond to this collection should be submitted to Bureau at the Consumer Financial Protection Bureau (Attention: PRA Office), 1700 G Street NW, Washington, DC 20552, or by email to [email protected].