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Using Administrative Data to Validate HRS Survey Responses on Application for DI and SSI Disability Benefits

Author

Listed:
  • John Bound

    (Institute for Social Research, University of Michigan)

  • Charles Brown

    (Institute for Social Research, University of Michigan)

  • Chichun Fang

    (Institute for Social Research, University of Michigan)

Abstract

In this paper, we use administrative data from the Social Security Administration to validate survey responses for the Health and Retirement Study (HRS) regarding the application for disability benefits from Social Security Disability Insurance (DI) or Supplemental Security Income (SSI), focusing on applications that occurred after individuals entered the HRS. In our samples, amongst those that the administrative data identifies as having applied for DI or SSI, over 40% either do not report having applied or inaccurately identify whether or not the application was successful. We find some evidence that the less well educated, those with cognitive limitations, and those experiencing a health limitation on their capacity for work are more likely to misreport applications. We also explore the effect that reporting errors have on parameter estimates in a simple model of the application for DI benefits. Parameter estimates are qualitatively similar regardless of whether we use survey or administrative data to identify the application for DI benefits in our model.

Suggested Citation

  • John Bound & Charles Brown & Chichun Fang, 2023. "Using Administrative Data to Validate HRS Survey Responses on Application for DI and SSI Disability Benefits," Working Papers wp462, University of Michigan, Michigan Retirement Research Center.
    • Handle: RePEc:mrr:papers:wp462
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    References listed on IDEAS

    as
    1. David H. Autor & Mark G. Duggan, 2003. "The Rise in the Disability Rolls and the Decline in Unemployment," The Quarterly Journal of Economics, President and Fellows of Harvard College, vol. 118(1), pages 157-206.
    2. Jody Schimmel Hyde & Amal Harrati, 2021. "The Alignment Between Self-Reported and Administrative Measures of Application to and Receipt of Federal Disability Benefits in the Health and Retirement Study," Working Papers, Center for Retirement Research at Boston College wp2021-26, Center for Retirement Research.
    3. Dan Black & Kermit Daniel & Seth Sanders, 2002. "The Impact of Economic Conditions on Participation in Disability Programs: Evidence from the Coal Boom and Bust," American Economic Review, American Economic Association, vol. 92(1), pages 27-50, March.
    4. John Bound, 1991. "Self-Reported Versus Objective Measures of Health in Retirement Models," Journal of Human Resources, University of Wisconsin Press, vol. 26(1), pages 106-138.
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