2013 OASDI Trustees Report

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G. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES
(Required by section 201(c) of the Social Security Act)
Effective January 1957, the OASI Trust Fund pays monthly benefits to disabled children aged 18 and over of retired and deceased workers if the disability began before age 18. The age by which disability must have begun was later changed to age 22. Effective February 1968, the OASI Trust Fund pays reduced monthly benefits to disabled widows and widowers at ages 50 and over. Effective January 1991, the requirements for the disability of the widow or widower were made less restrictive.
As of December 31, 2012, about 1,045,000 individuals were receiving monthly benefits from the OASI Trust Fund because of their disabilities or the disabilities of children. This total includes approximately 26,000 mothers and fathers (wives or husbands under normal retirement age of retired-worker beneficiaries and widows or widowers of deceased insured workers) who met all other qualifying requirements and were receiving unreduced benefits solely because they had disabled-child beneficiaries (or disabled children aged 16 or 17) in their care. In calendar year 2012, the OASI Trust Fund paid a total of $9,698 million to the people described above. Table VI.G1 shows OASI scheduled benefits for disability for selected calendar years during 1960-2012 and estimates for 2013-22 based on the intermediate set of assumptions.
 
Amount of scheduled benefitsa
Children  b
Widows-
widowers  c
Widows-
widowers  d

a
Beginning in 1966, includes payments for vocational rehabilitation services.

b
Also includes certain mothers and fathers (see text).

c
In 1984 and later years, includes only disabled widows and widowers aged 50-59, because disabled widows and widowers age 60 and older are eligible for the same benefit as a nondisabled aged widow or widower. Therefore, they are not receiving benefits solely because of a disability.

d
In 1983 and prior years, includes the offsetting effect of lower benefits payable to disabled widows and widowers who continued to receive benefits after attaining age 60 (62, for disabled widowers prior to 1973), compared to the higher nondisabled widow’s and widower’s benefits that would otherwise be payable. In 1984 and later years, includes only scheduled benefits to disabled widows and widowers aged 50-59 (see footnote c).

Note: Totals do not necessarily equal the sums of rounded components.
Under the intermediate assumptions, estimated total scheduled benefits from the OASI Trust Fund with respect to disabled beneficiaries will increase from $10,157 million in calendar year 2013 to $15,485 million in calendar year 2022.
In calendar year 2012, benefit payments (including expenditures for vocational rehabilitation services) with respect to disabled persons from the OASI Trust Fund and from the DI Trust Fund (including payments from the DI fund to all children and spouses of disabled-worker beneficiaries) totaled $146,623 million. Of this amount, $9,698 million, or 6.6 percent, represented payments from the OASI Trust Fund. Table VI.G2 contains these and similar figures for selected calendar years during 1960-2012 and estimates for calendar years 2013-22.
 
Total a
DI Trust Fund  b
Amount  c

a
Beginning in 1966, includes payments for vocational rehabilitation services.

b
Scheduled benefits for disabled workers and their children and spouses.

c
Scheduled benefits for disabled children aged 18 and over, for certain mothers and fathers (see text), and for disabled widows and widowers (see footnote d, table VI.G1).

Note: Totals do not necessarily equal the sums of rounded components.

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