Social Security National Beneficiary Survey Invitation
This file contains information about the National Beneficiary Survey (NBS) conducted by Mathematica Policy Research for the Social Security Administration. It requests participation from Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) recipients. Instructions for participation and privacy information are included.
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To fill out this form, please read the instructions carefully. Ensure that you understand all the steps before proceeding. Follow the instructions to provide accurate information.

How to fill out the Social Security National Beneficiary Survey Invitation?
1
Read the instructions carefully.
2
Decide if you want to participate in the survey.
3
Call Mathematica toll-free at 877-293-5740.
4
Choose one of the three options provided.
5
Follow any additional instructions if you choose to participate.
Who needs the Social Security National Beneficiary Survey Invitation?
1
Social Security Disability Insurance (SSDI) recipients who want to provide feedback.
2
Supplemental Security Income (SSI) recipients interested in improving programs.
3
Researchers looking for data on disability beneficiaries.
4
Social Security Administration officials seeking to enhance program effectiveness.
5
Policy makers aiming to design new programs based on beneficiary feedback.
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What are the instructions for submitting this form?
To submit this form, call Mathematica toll-free at 877-293-5740 before 10 p.m. ET (weekdays) or 7 p.m. ET (weekends) and indicate your willingness to participate in the survey. You may also send an email to SSA at NBS@ssa.gov. Ensure you follow the instructions provided to complete your participation. For any further inquiries, visit the provided Social Security Administration website or contact your local Social Security office.
What are the important dates for this form in 2024 and 2025?
Key dates for participation will be updated as they become available. The deadline for participation in the study is usually specified in the invitation letter.

What is the purpose of this form?
The purpose of this form is to invite Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) recipients to participate in the National Beneficiary Survey (NBS). The study is conducted by Mathematica Policy Research on behalf of the Social Security Administration, aiming to gather valuable data and insights from beneficiaries to improve programs and policies. Participation in the survey is voluntary and is intended to provide feedback that will ultimately enhance the services and benefits provided by the Social Security Administration. By sharing their experiences, beneficiaries help ensure that the programs are tailored to meet their needs effectively. Mathematica Policy Research will use the collected data strictly for research purposes, adhering to privacy guidelines. The information gathered will contribute to evaluating the performance of current programs and identifying areas for improvement. Furthermore, the insights gained from the survey will support the design and implementation of new initiatives aimed at better serving the beneficiary community. Overall, the National Beneficiary Survey is a crucial tool for the Social Security Administration to continuously enhance its programs and policies, ensuring they are responsive to the needs and challenges faced by SSDI and SSI recipients. By participating in the survey, beneficiaries have the opportunity to directly impact the future direction of Social Security services.

Tell me about this form and its components and fields line-by-line.

- 1. date: Enter the date of the letter.
- 2. name: Provide the recipient's name.
- 3. address1: Enter the first line of the recipient's address.
- 4. address2: Provide the second line of the recipient's address if applicable.
- 5. city: Enter the city where the recipient resides.
- 6. stateZip: Provide the state and ZIP code of the recipient's address.
- 7. body: The main content of the letter, including information about the National Beneficiary Survey, contact information, and instructions for participation.
What happens if I fail to submit this form?
Failure to submit this form will result in not being able to participate in the National Beneficiary Survey. This will mean you miss out on the opportunity to provide valuable feedback to improve Social Security programs.
- Missed Feedback Opportunity: Beneficiaries will miss the chance to provide input that could help enhance SSDI and SSI programs.
- No Improvement in Programs: The Social Security Administration will lack important data to make informed decisions for program improvements.
How do I know when to use this form?

- 1. Participating in the Survey: Respond to the invitation to provide feedback on Social Security programs.
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Is participation in the survey mandatory?
No, participation in the National Beneficiary Survey is voluntary and does not affect your benefits.
What is the National Beneficiary Survey?
The National Beneficiary Survey (NBS) collects information about Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) recipients to improve programs and policies.
How long will it take to complete the survey?
The survey may take around 60 minutes to complete, including reading the instructions and answering the questions.
Who is conducting the National Beneficiary Survey?
Mathematica Policy Research is conducting the NBS for the Social Security Administration.
How will my information be used?
Your information will be used solely for research purposes to improve SSA's programs and policies. It will not affect your benefits.
Can I withdraw from the survey after starting?
Yes, you can choose to withdraw from the survey at any time by informing the survey administrator.
Where can I find more information about the survey?
More information about the survey can be found at https://www.ssa.gov/disabilityresearch/NBS_2019.html
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