Prepared For

Social Security Administration

This survey collects data on the employment-related activities of working-age SSDI and SSI beneficiaries. Mathematica has been conducting the NBS since its inception in 2004 and we will be implementing an additional survey rounds in 2023.

The National Beneficiary Survey (NBS), sponsored by the Social Security Administration’s (SSA’s) Office of Retirement and Disability Policy, collects data on the employment-related activities of working-age beneficiaries of Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI). Mathematica has conducted seven rounds of the survey since the NBS began in 2004, and we will implement an eighth round in 2023. The first four rounds of the survey—in 2004, 2005, 2006, and 2010—helped glean information about beneficiary impairments; health; living arrangements; family structure; occupation before disability; and use of non-SSA programs (for example, the Supplemental Nutrition Assistance Program, or SNAP). Rounds 1–4 also evaluated the Ticket to Work and Self-Sufficiency program. In Rounds 5–7, we sought to uncover important information about the factors that promote beneficiary self-sufficiency and, conversely, the factors that impede beneficiary efforts to maintain employment.

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Related Staff

Ryan Callahan

Ryan Callahan

Senior Survey Researcher

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Jason  Markesich

Jason Markesich

Senior Director, Health Policy Assessment Division

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Gina Livermore

Gina Livermore

Senior Fellow; Director, Center for Studying Disability Policy

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Kim McDonald

Kim McDonald

Senior Survey Researcher

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