Some Veterans report challenges meeting monthly bills: Are you one of them?

Are you an active duty service member or Veteran? If so, make your voice heard by taking less than 10 minutes of your time to complete this voluntary, anonymous and confidential survey .

The National Disability Institute (NDI) has been working closely over the past several years with Internal Revenue Service (IRS) and VA to identify opportunities to improve the overall financial wellness of Veterans, service members and their families. We ask you to take this survey to help us better understand how to help members of our military and veteran communities to connect to and benefit from proven, trusted, and reliable no-cost services within their local communities.

Why take this survey?

We want to help service members and Veterans connect to and benefit from local community-based tax and financial services. We know that more than a third of Veterans and their families report post-deployment challenges in meeting monthly expenses and paying bills. Many Veterans report not being aware of the Earned Income Tax Credit or the 300 free Volunteer Income Tax Coalitions nationwide that provide trusted tax services.

This year’s survey was improved through Veteran focus groups conducted with our partner, the Internal Revenue Service. While the DoD Senior Steering Group Transition Assistance Program provided written feedback on the survey, which was greatly appreciated, please be advised this is not a government survey.

Who we are and what we do

National Disability Institute (NDI) is a respected, national nonprofit, headquartered in Washington, D.C.; NDI has successfully partnered with many federal, state, and local organizations to build a better economic future for Americans with disabilities. NDI has worked with numerous Veteran partners including Disabled Veterans Outreach Program (American Job Centers), VA Medical Centers, VA Resource Centers, and numerous Veterans service organizations to build information and knowledge regarding free tax preparation options, valuable tax credits such as the Earned Income Tax Credit, and financial literacy. In 2015, IRS and VA signed an memorandum of understanding with NDI as a named partner and a series of meetings were held to explore how to expand NDI’s successful tax model for service Members, Veterans and their families. For this survey, we have conducted focus groups with Veterans and consulted with the IRS to ensure we are capturing data that is relevant to the financial well-being of service members and Veterans.

Based on your survey responses, we can work together to make services like leads to job placement, medical financial assistance, housing assistance and more available to service members, Veterans, and their families. Having a better understanding of and data around the financial service needs of Service Members and Veterans is a first step in improving policies and improved services.

Please SHARE this survey link with your fellow service members and Veterans. The more people who partner with us, the more we can help. The survey is only intended for individuals who have past or present military service experience.

Thank you for again for taking the time to complete the survey, and thank you for your service.

If you would like more information regarding National Disability Institute or have additional questions, please visit us at or contact us at

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