I had received similar information as Steve did and am attaching the instructions and template fillable PDF that Francisco Ouano (
francis...@petersons.com) sent to me as well as the one updated to add bookmarks and highlighting of the non-CDS questions. I would say it might be safer to do the PDF one instead of the online one (or both - to be safe) because the online one is missing several questions that are included in the fillable PDF one (e.g. the first half of the Expenses section). See attached for my rough alignment comparison of last year's Peterson's survey with this year's PDF and online survey forms. I have shared this with the Peterson's team, so they are aware of the issues as well.
You might also hear from Raymart Samillano if you use the Peterson's general research email (
rese...@petersons.com). He has been quick to respond and helpful.
Additionally, they have said that if you sent them a CDS earlier, then they will use that to upload your data, but they have had issues doing that in the new online survey system at this time. So, if you have sent that, then you shouldn't need to worry about that. Rather, you might only need to send them the fillable PDF with the responses filled in for the fillable PDF for only the non-CDS (highlighted) questions - to get it in by today's deadline (in case you don't hear back from them letting you know about an extension).
I think that this has been a rough transition on the Peterson's team, so hopefully we can all extend them some grace - especially since they seem to be doing the same for us.
Best,
Sarah