New [Social Security] Beneficiary Followup, 1991: [United States] (ICPSR 6457)

Published: Jan 18, 2006

Principal Investigator(s):
United States Department of Health and Human Services. Social Security Administration. Office of Research and Statistics

Version V1

The 1991 New [Social Security] Beneficiary Followup (NBF) is the second wave of the Social Security Administration's NEW [SOCIAL SECURITY] BENEFICIARY SURVEY, 1988: [UNITED STATES] (NBS) (ICPSR 8510). Together, the two surveys are referred to as the New Beneficiary Data System (NBDS). The NBDS contains information on the changing circumstances of aged and disabled Title II beneficiaries. This wave includes information from administrative records as well as data from followup interviews with survivors from the original survey. The NBS was conducted in late 1982 with a sample representing nearly 2 million persons who had begun receiving Social Security benefits during a 12-month period in 1980-1981. Personal interviews were completed with three types of beneficiaries: 9,103 retired workers, 5,172 disabled workers, and 2,417 wife or widow beneficiaries. In addition, interviews were obtained from 1,444 aged persons who were entitled to Medicare benefits but were not receiving Social Security payments because of high earnings. The NBS interviews covered a wide range of topics, including demographic characteristics of the respondent, spouse, and any other persons in the household, as well as marital and childbearing history, employment history, current income and assets, and health. Selected data were also gathered from spouses and added from administrative records. The NBF followup interviews were conducted throughout 1991 with surviving original sample persons from the NBS and surviving spouses of NBS decedents. The NBF updated information on economic circumstances obtained in the NBS, and added or expanded sections dealing with health, family contacts, and post-retirement employment. The interviews also probed major changes in living circumstances that might cause changes in economic status (for example, death of a spouse, episodes of hospitalization, and changes of residence). In addition, disabled workers were asked about their efforts to return to work, experiences with rehabilitation services, and knowledge of Social Security work incentive provisions. Since the 1982 survey, selected information on the NBS respondents has been compiled periodically from Social Security, Supplemental Security Income (SSI), and Medicare records. These administrative data, which can be linked to the survey data, make it possible to analyze changes in NBS respondents' covered earnings, cash benefits, participation in the SSI program, and health expenses.

United States Department of Health and Human Services. Social Security Administration. Office of Research and Statistics. New [Social Security] Beneficiary Followup, 1991:  [United States]. Ann Arbor, MI: Inter-university Consortium for Political and Social Research [distributor], 2006-01-18.

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1990-11 -- 1992-07

(1) All data for the NBDS are matchable using the variable CASE, which is a unique number for each original sample respondent common across all data files: the NBS, the NBF for original sample respondents, the NBF for surviving spouses of original sample respondents, and the administrative data. Surviving spouses have the same case number as the original sample respondents. (2) Additional hardcopy documentation is available upon request from ICPSR.

The 1982 NBS was a nationally representative, cross-sectional household survey using samples randomly selected from the Social Security Administration's Master Beneficiary Record (MBR). The 1991 NBF reinterviewed the original sample persons in the NBS or surviving spouses of deceased original sample persons.

personal interviews, Social Security Administration Master Beneficiary Record, Social Security Administration Summary Earnings Record, Health Care Financing Administration's Medicare Automated Data Retrieval System, and the Supplementary Security Record

survey data



2006-01-18 File MN6457.PDF was removed from any previous datasets and flagged as a study-level file, so that it will accompany all downloads.

2006-01-12 All files were removed from dataset 4 and flagged as study-level files, so that they will accompany all downloads.


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