CS-13-396 IP PIN Experience Survey

Voluntary Customer Surveys to Implement E.O. 12862 Coordinated by the Corporate Planning and Performance Division on Behalf of All IRS Operations Functions

CS-13-396 IP-PIN Customer Experience Survey_OMB Package_Instrument and Wave Documents 3

CS-13-396 IP PIN Experience Survey

OMB: 1545-1432

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IP PIN Customer Experience Survey_Survey Instrument and Wave Documents



Wave 1 Pre-Notification Letter

DATE

ID#

FIRSTNAME LASTNAME

SAMPLE ADDRESS 1

SAMPLE ADDRESS 2

SAMPLE ADDRESS 3 POSTAL CODE

Dear FIRSTNAME LASTNAME:

I am asking for your help in improving the services the Internal Revenue Service (IRS) provides to people who have had tax-related identity theft issues. I would like to get feedback from people like you who have received an Identity Protection Personal Identification Number (IP PIN) from the IRS.


In a few days, you will receive the Identity Protection PIN Customer Experience Survey asking about your experiences with the IP PIN. CONTRACTOR NAME will conduct the survey for the IRS, starting on XXXX. CONTRACTOR NAME will provide the IRS with survey responses without any identifying information about you and will keep your identity private to the full extent of the law.


Your participation in this survey is voluntary, but your responses are very important to the accuracy and usefulness of the results. It should take about 10 minutes to complete.


Please help us in this effort by completing the survey as soon as possible. If you do not receive a paper survey by Month Day, 2013, please contact the X Survey Help Desk by email at ???@????.com or by phone toll-free at ???-???-????.


If you prefer to take the survey online, you do not need to wait for the paper survey. You can complete the survey by typing the following link into your Web browser and entering the unique password provided below:

  • http://insert-???-link-here.com

  • Password: [insert password]


If you wish to verify the IRS’s sponsorship of the survey, please contact ??? ???? at ???.????@irs.gov or ???-???-????.


Thank you in advance for your participation.

Sincerely,

???????????

Director, Research and Analysis

IRS, Wage and Investment Division

Wave 2 First Survey Mailing Letter

DATE

ID#

FIRSTNAME LASTNAME

SAMPLE ADDRESS 1

SAMPLE ADDRESS 2

SAMPLE ADDRESS 3 POSTAL CODE

Dear FIRSTNAME LASTNAME:

We would like to get your feedback to help the IRS improve services for people who have had tax-related identity theft issues. You can provide this through the enclosed Identity Protection Personal Identification Number Customer Experience Survey. The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our authority to request the survey information is 26 USC 7801, which provides the Treasury authority for general administration of the Federal tax law.


Your participation in this survey is voluntary, and there are no penalties if you choose not to participate. However, your responses are very important to the accuracy and usefulness of the results. The survey should take about 10 minutes to complete.


Your information will be kept private to the full extent allowed by law, and may not be disclosed except as provided by law. Information may be disclosed to an IRS contractor who is required to adhere to protections established by the Privacy Act and contractual obligations to safeguard the information you provide. CONTRACTOR NAME is conducting this survey for the IRS. CONTRACTOR NAME will provide the IRS with the survey responses without any identifying information about you and will keep your identity private to the full extent of the law.


If you have already completed the survey online, please accept our sincere thanks. If you have not done so, please take a few minutes now to complete the survey either online or by mail. If you are completing the survey by mail, please submit your survey using the postage-paid reply envelope by MONTH DAY, 2013.


If you choose to take the survey online, you can access the survey from any computer that has web access by typing the following address into your browser and then entering the unique password provided below:

http://insert-???-link-here.com

Password: [insert password]

Please complete the online survey by MONTH DAY, 2013


If you have any questions, please contact the ??? Survey Help Desk by email at ?????@???.com or telephone toll-free at ???-???-????. If you wish to verify the IRS’s sponsorship of the survey, please contact ??? ???? at ???.????@irs.gov or ???-???-????.




Thank you for your participation.

Sincerely,


SIGNATURE

??? ????

???? Project Director







































Wave 3 Reminder Postcard


Do We Have Your Input Yet?


Recently, we sent you a survey related to the IRS

Identity Protection Personal Identification Number

(IP PIN). The survey can be completed either by mail or

online. If you already have completed and returned the

survey, please accept my sincere thanks. If not, please

take a few minutes to complete it today. Your input is

important and we want to be sure we include your feedback.


If you did not receive the survey, or it has been lost, please

email us at ????Surveyhelp@???????? or call us at 1-???-???-????.

When contacting us, you many also request your unique

Password so you can complete the survey online at

www.?????.??????.


Sincerely,


Signature

???????????????????

Director of Research, ?????????????????
























Wave 4 Second Survey Mailing Letter

DATE

ID#

FIRSTNAME LASTNAME

SAMPLE ADDRESS 1

SAMPLE ADDRESS 2

SAMPLE ADDRESS 3 POSTAL CODE

Dear FIRSTNAME LASTNAME:

Recently CONTRACTOR sent you the Identity Protection Personal Identification Number (IP PIN) Customer Experience Survey asking for your feedback to help the IRS improve services for people who have had tax-related identity theft issues. If you have already completed and submitted the survey, please accept our sincere thanks. If you have not done so, please take a few minutes now to complete the survey either online or by mail. A new copy is enclosed for your convenience.

We want to learn about your experiences related to the IP PIN. The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our authority to request the survey information is 26 USC 7801, which provides the Treasury authority for general administration of the Federal tax law.


Your participation in this survey is voluntary, and there are no penalties if you choose not to participate. However, your responses are very important to the accuracy and usefulness of the results. The survey should take about 10 minutes to complete.


Your information will be kept private to the full extent allowed by law, and may not be disclosed except as provided by law. Information may be disclosed to an IRS contractor who is required to adhere to protections established by the Privacy Act and contractual obligations to safeguard the information you provide. CONTRACTOR NAME is conducting this survey for the IRS. CONTRACTOR NAME will provide the IRS with the survey responses without any identifying information about you and will keep your identity private to the full extent of the law.


If you choose to respond by mail, please submit your survey using the postage-paid reply envelope and ensure that it is postmarked by MONTH DAY, 2013.

If you choose to complete the survey online, you can access it from any computer that has web access by typing the following address into your browser and then entering your unique password:

http://insert-???-link-here.com

Password: [insert password]

Please complete the online survey by MONTH DAY, 2013.




If you have any questions, please contact the ??? Survey Help Desk by email at ???????@????.com or by telephone toll-free at ???-???-????. If you wish to verify the IRS’s sponsorship of the survey, please contact ??? ???? at ???.????@irs.gov or ???-???-????.


Thank you in advance for your cooperation.

Sincerely,


SIGNATURE

??? ????

??? Project Director



































Survey Instrument


Identity Protection Personal Identification Number Customer Experience Survey

Introduction


This survey has been sent to you because our records indicate you have received an Identity Protection Personal Identification Number (IP PIN) for use with your 2012 federal tax return. The IP PIN was provided in a letter sent to you from the Internal Revenue Service (IRS).


The IP PIN is a six-digit identification number sent to taxpayers who have reported to the IRS that they have been the victim of identity theft and have provided information to the IRS to prove their identities. The IP PIN was provided for use when filing tax returns to indicate the filer is who they claim to be.


The purpose of this survey is to learn about your experiences involving the IP PIN to help the IRS improve services to taxpayers who have experienced tax related identity theft issues. Your responses are voluntary and there are no penalties if you choose not to participate.


This survey is not a review of your tax records. Your responses are important to the accuracy and usefulness of the overall results and will help the IRS improve its services.


CONTRACTOR is conducting this survey for the IRS. CONTRACTOR is legally required to maintain your privacy and will provide survey responses to the IRS without sharing any identifying information about you.


Thank you for taking time to respond to this survey.


Instructions


  • The survey will take about 10 minutes to complete.

  • Please do not provide any information in this survey that could identify you personally. If you do not wish to answer any question(s), please skip to the next question.

  • We offer two options for completing this survey

    • Complete and return this . . . .

    • Take the survey online by . . . .

  • Please complete and return by Month DD, YYYY


IRS Communications


  1. How would you prefer to obtain your IP PIN?
    (Please check one.)


  • In the mail

  • Electronically, using the IRS.gov website

  • By phone, using the IRS automated request system

  • I have no preference

  1. Did you contact the IRS to discuss your IP PIN?
    (Please check all that apply.)

  • No, I did not contact the IRS about the IP PIN.

  • Yes, I contacted the IRS by phone

  • Yes, I met with an IRS employee face-to-face

  • Yes, I contacted the IRS in writing

  1. If you contacted the IRS, what issues did you discuss?
    (Please check all that apply.)


  • Does not apply. I did not contact the IRS about the IP PIN.


  • How to use the IP PIN

  • How my account is affected by identity theft

  • Status of my 2012 tax refund

  • Other _________________________________________________________________

  1. Overall, how satisfied or dissatisfied were you with the responses you received when you contacted the IRS about the IP PIN?
    (Please check one.)

  • Does not apply, I did not contact the IRS about the IP PIN.

  • Satisfied

  • Somewhat satisfied

  • Somewhat dissatisfied

  • Dissatisfied


Visiting the IRS Website

  1. Did you visit the IRS website (www.irs.gov) to get information about tax-related identity theft issues?
    (Please check one.)

  • Yes

  • No

  • I do not recall



  1. If you visited the IRS website (www.irs.gov), what kind of information were you looking for?
    (Please check all that apply.)


  • Does not apply, I did not visit the IRS.gov website.


  • How to report identity theft to the IRS

  • Tips on keeping my tax records safe

  • How to learn if my tax account is affected by identity theft

  • Other ___________________________________________________________


  1. Overall, how satisfied or dissatisfied were you with the information about identity theft you found on the IRS website (www.irs.gov)?
    (Please check one.)

  • Does not apply, I did not visit the IRS.gov website.

  • Satisfied

  • Somewhat satisfied

  • Somewhat dissatisfied

  • Dissatisfied


IP PIN Use

  1. Who was the main person who prepared your 2012 IRS tax return?
    (Please check one.)

  • I did, using paper forms

  • I did, using tax preparation software or an online service

  • Tax professional (paid preparer, accountant, certified public accountant)

  • IRS representative (at an IRS office)

  • Volunteer tax preparer (at a volunteer tax preparation site)

  • Other (family member or friend who is not a tax professional)

  • I do not recall

  • I did not need to file


  1. Was the IP PIN used to file your 2012 IRS tax return?
    (Please check one.)

  • Yes

  • No

  • I do not recall


  1. Please rate your experience with finding where to put the IP PIN on your electronic or paper tax return.
    (
    Please check one.)

  • Does not apply, I did not use the IP PIN.

  • Very Easy

  • Somewhat Easy

  • Neither Easy nor Difficult

  • Somewhat Difficult

  • Very Difficult

  1. If the IP PIN was not used when filing your 2012 tax return, why not?
    (Please check one.)

  • Does not apply. I used the IP PIN to file my 2012 IRS tax return.

  • I did not receive an IP PIN

  • I misplaced it

  • I did not realize I needed to use it

  • My tax professional recommended that it not be used

  • My friends and/or family members recommended that it not be used

  • I do not recall

  • I did not need to file

  • Other, please explain ___________________________________________________________


  1. If the IP PIN was used to file your 2012 tax return, do you agree or disagree that the IP PIN helped protect your tax account?
    (Please check one.)

  • Does not apply. I did not use the IP PIN to file my 2012 IRS tax return.

  • Agree

  • Disagree


  • No opinion

  1. If you were due a refund, did you get it as quickly as you expected to?
    (Please check one.)

  • Yes

  • No

  • Not sure

  • I was not due a refund


Overall Experience


  1. If you wish to provide comments related to your overall experience with the IRS and/or the IP PIN, please use the space below.

    Do not include any personally identifiable information (PII). Examples of PII include; Names, credit card/bank or other financial information, Social Security numbers, street addresses, email addresses, dates of birth or personal phone numbers.
    __________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________


Thank you for your time.




Remember:
The IRS
does not initiate contact with taxpayers by email or any other type of electronic communication, such as text messages and social media channels.



The contractor (NAME) administering this survey for the IRS has passed a rigid security screening process to maintain your privacy. For more information on IRS contracted surveys, please visit www.irs.gov/uac/Customer-Surveys.




The Paperwork Reduction Act requires IRS to display an OMB Control Number (1545-1432) on all public information requests. If you have any comments regarding the time estimates associated with this study or suggestions for making this process simpler, please write to the Tax Products Coordinating Committee, SE:W:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, Washington, D.C 20224


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