II.1 Principal Economic Assumptions 9
II.2 Additional Economic Factors 10
II.3 Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds 11
II.4 Cost-of-Living Benefit Increases, Average Wage and Average Wage Index Increases,
OASDI Contribution and Benefit Base, and Retirement Earnings Test Exempt Amounts 12
II.5 Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions 13
II.6 Selected OASDI Short-Range Demographic Assumptions 14
II.7 Covered Workers in the Social Security Area 15
II.8 Covered Workers as a Percent of the Social Security Area Population 16
II.9 Selected OASDI Short-Range Programmatic Assumptions 17
III.A1 Workers Fully Insured for Old-Age and Survivors Insurance Benefits 25
III.A2 Social Security Area Population Under Normal Retirement Age 26
III.A3 Workers Under Normal Retirement Age Who Are Fully Insured 27
III.A4 Labor Force Participation Rates 28
III.A5 Workers Insured in the Event of Disability as a Percent of Fully Insured 29
III.A6 Workers Insured in the Event of Disability 30
III.A7 DI Disabled Workers With Benefits In Force 31
III.A8 DI Disabled Worker Incidence Rates 32
III.A9 DI Disabled Worker Awards 33
III.A10 DI Disabled Worker Total Termination Rates 34
III.A11 DI Disabled Worker Termination Rates Due to Death 35
III.A12 DI Disabled Worker Termination Rates Due to Recovery 36
III.A13 DI Disabled Worker Termination Rates Due to "Other" Reasons 37
III.A14 DI Disabled Worker Total Terminations 38
III.A15 DI Disabled Worker Terminations Due to Death 39
III.A16 DI Disabled Worker Terminations Due to Recovery 40
III.A17 DI Disabled Worker Terminations Due to "Other" Reasons 41
III.A18 DI Disabled Worker Withheld Rates 42
III.A19 DI Disabled Workers With Benefits Withheld 43
III.A20 DI Disabled Workers With Benefits In Current-Payment Status 44
III.A21 DI Awards to Young and Aged Spouses of Disabled Workers 45
III.A22 DI Awards to Minor, Disabled, and Student Children of Disabled Workers 46
III.A23 DI Male Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 47
III.A24 DI Female Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 48
III.A25 DI Total Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 49
III.A26 DI Young Wives of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 50
III.A27 DI Young Husbands of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 51
III.A28 DI Aged Wives of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 52
III.A29 DI Aged Husbands of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 53
III.A30 DI Total Spouses of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 54
III.A31 DI Minor Children of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 55
III.A32 DI Disabled Children of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 56
III.A33 DI Student Children of Disabled Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 57
III.B1 Population in the Social Security Area, Age 60 or Older 65
III.B2 OASI Workers Who Are Fully Insured, Age 60 or Older 66
III.B3 Percent of the Population That Is Fully Insured, Age 60 or Older 67
III.B4 Retired Workers With Benefits In Force 68
III.B5 Insured Aged Widows and Widowers With Benefits In Force 69
III.B6 Insured Aged Spouses With Benefits In Force 70
III.B7 Total Insured Aged Beneficiaries In Force, Age 60 or Older 71
III.B8 Total Insured Aged Beneficiaries In Force, Age 60 or Older as a Percentage of Fully Insured Population 72
III.B9 Retirement Rates for Insured Aged OASI Beneficiaries 73
III.B10 Awards to Retired Workers 74
III.B11 Awards to Insured Aged Widows and Widowers 75
III.B12 Awards to Insured Aged Spouses 76
III.B13 Retired Workers With Benefits Withheld 77
III.B14 Retired Workers With Benefits Withheld, as a Percentage of Retired Workers In Force 78
III.B15 Insured Aged Widows and Widowers With Benefits Withheld 79
III.B16 Insured Aged Widows and Widowers With Benefits Withheld, as a Percentage of
Insured Aged Widow(ers) In Force 80
III.B17 Insured Aged Spouses With Benefits Withheld 81
III.B18 Insured Aged Spouses With Benefits Withheld, as a Percentage of Insured Aged Spouses In Force 82
III.B19 Retired Workers With Benefits In Current-Payment Status 83
III.B20 Insured Aged Widows and Widowers With Benefits In Current-Payment Status 84
III.B21 Insured Aged Spouses With Benefits In Current-Payment Status 85
III.B22 Retired Workers With Benefits In Force 86
III.B23 Retired Workers With Benefits In Current-Payment Status 87
III.B24 Non-Orphan and Orphan Population, Under 18, in the Social Security Area 88
III.B25 Minor Children of Retired Workers With Benefits In Force 89
III.B26 Awards to Minor Children of Retired Workers, as a Percentage of the Non-Orphan Population 90
III.B27 Awards to Minor Children of Retired Workers 91
III.B28 Minor Children of Retired Workers With Benefits Withheld 92
III.B29 Minor Children of Retired Workers With Benefits In Current-Payment Status 93
III.B30 Minor Children of Deceased Workers With Benefits In Force 94
III.B31 Awards to Minor Children of Deceased Workers as a Percentage of the Orphan Population 95
III.B32 Awards to Minor Children of Deceased Workers 96
III.B33 Minor Children of Deceased Workers With Benefits Withheld 97
III.B34 Minor Children of Deceased Workers With Benefits In Current-Payment Status 98
III.B35 Uninsured Population in the Social Security Area 99
III.B36 Disabled Children of Retired Workers With Benefits In Force 100
III.B37 Disabled Children of Deceased Workers With Benefits In Force 101
III.B38 Awards to Disabled Children of Retired Workers, as a Percentage of the Uninsured Population 102
III.B39 Awards to Disabled Children of Retired Workers 103
III.B40 Awards to Disabled Children of Deceased Workers, as a Percentage of the Uninsured Population 104
III.B41 Awards to Disabled Children of Deceased Workers 105
III.B42 Disabled Children of Retired Workers With Benefits Withheld 106
III.B43 Disabled Children of Retired Workers With Benefits Withheld, as a Percentage of
Disabled Children In Force 107
III.B44 Disabled Children of Retired Workers With Benefits In Current-Payment Status 108
III.B45 Disabled Children of Deceased Workers With Benefits Withheld 109
III.B46 Disabled Children of Deceased Workers With Benefits Withheld, as a Percentage of
Disabled Children In Force 110
III.B47 Disabled Children of Deceased Workers With Benefits In Current-Payment Status 111
III.B48 Student Children of of Retired Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 112
III.B49 Student Children of Deceased Workers With Benefits In Force, Awarded, Terminated, Withheld,
and In Current-Payment Status 113
III.B50 Children of Retired Workers With Benefits In Force and as a Percent of Male Retired Workers In Force 114
III.B51 Children of Retired Workers With Benefits In Current-Payment Status and as a Percent of
Male Retired Workers In Current-Payment Status 115
III.B52 Children of Deceased Workers With Benefits In Force 116
III.B53 Children of Deceased Workers With Benefits In Current-Payment Status 117
III.B54 Young Spouses of Retired Workers With Benefits In Force 118
III.B55 Awards to Young Spouses of Retired Workers, Per 1,000 Awards to Eligible Children of Retired Workers 119
III.B56 Awards to Young Spouses of Retired Workers 120
III.B57 Young Spouses of Retired Workers With Benefits Withheld, as a Percentage of Young Spouses In Force 121
III.B58 Young Spouses of Retired Workers With Benefits Withheld 122
III.B59 Young Spouses of Retired Workers With Benefits In Current-Payment Status 123
III.B60 Young Widow(er)s of Deceased Workers With Benefits In Force 124
III.B61 Awards to Young Widow(er)s of Deceased Workers, Per 1,000 Awards to Eligible Children of
Deceased Workers 125
III.B62 Awards to Young Widow(er)s of Deceased Workers 126
III.B63 Young Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Young Widow(er)s
In Force 127
III.B64 Young Widow(er)s of Deceased Workers With Benefits Withheld 128
III.B65 Young Widow(er)s of Deceased Workers With Benefits In Current-Payment Status 129
III.B66 Young Wives of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status 130
III.B67 Young Husbands of Retired Workers With Benefits In Force, Withheld, and In Current-Payment Status 131
III.B68 Mother Beneficiaries In Force, Withheld, and In Current-Payment Status 132
III.B69 Father Beneficiaries In Force, Withheld, and In Current-Payment Status 133
III.B70 Disabled Widow(er)s of Deceased Workers With Benefits In Force 134
III.B71 Awards to Disabled Widow(er)s as a Percentage of the Uninsured Population, Less Those Already
In Force 135
III.B72 Awards to Disabled Widow(er)s of Deceased Workers 136
III.B73 Disabled Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of Those In Force 137
III.B74 Disabled Widow(er)s of Deceased Workers With Benefits Withheld 138
III.B75 Disabled Widow(er)s of Deceased Workers With Benefits In Current-Payment Status 139
III.B76 Uninsured Aged Spouses of Retired Workers With Benefits In Force 140
III.B77 Awards to Uninsured Aged Spouses of Retired Workers, as a Percentage of the Uninsured Population,
Less Those Already In Force 141
III.B78 Awards to Uninsured Aged Spouses of Retired Workers 142
III.B79 Uninsured Aged Spouses of Retired Workers With Benefits Withheld, as a Percentage of Those In Force 143
III.B80 Uninsured Aged Spouses of Retired Workers With Benefits Withheld 144
III.B81 Uninsured Aged Spouses of Retired Workers With Benefits In Current-Payment Status 145
III.B82 Aged Spouses of Retired Workers With Benefits In Force 146
III.B83 Aged Spouses of Retired Workers With Benefits In Current-Payment Status 147
III.B84 Uninsured Aged Widow(er)s of Deceased Workers With Benefits In Force 148
III.B85 Awards to Uninsured Aged Widow(er)s of Deceased Workers, as a Percentage of the Uninsured
Population, Less Those Already In Force 149
III.B86 Awards to Uninsured Aged Widow(er)s of Deceased Workers 150
III.B87 Uninsured Aged Widow(er)s of Deceased Workers With Benefits Withheld, as a Percentage of
Those In Force 151
III.B88 Uninsured Aged Widow(er)s of Deceased Workers With Benefits Withheld 152
III.B89 Uninsured Aged Widow(er)s of Deceased Workers With Benefits In Current-Payment Status 153
III.B90 Aged Widow(er)s of Deceased Workers With Benefits In Force 154
III.B91 Aged Widow(er)s of Deceased Workers With Benefits In Current-Payment Status 155
III.B92 Parents of Deceased Workers With Benefits In Force, Withheld, and In Current-Payment Status 156
III.B93 Special Age-72 Beneficiaries In Force, Withheld, and In Current-Payment Status 157
III.B94 Summary of OASDI Beneficiaries In Current-Payment Status 158
III.C1 DI Average Monthly Benefit Awarded to Disabled Workers 163
III.C2 DI Average Monthly Benefit Awarded to Young and Aged Spouses of Disabled Workers 164
III.C3 DI Average Monthly Benefit Awarded to Minor, Disabled, and Student Children of Disabled Workers 165
III.C4 Average Monthly Benefit Awarded to Retired Workers 166
III.C5 Average Monthly Benefit Awarded to Survivors of Deceased Workers 167
III.D1 DI Average Monthly Benefit to Male Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status 170
III.D2 DI Average Monthly Benefit to Female Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status 171
III.D3 DI Average Monthly Benefit to Total Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status 172
III.D4 DI Average Monthly Benefit to Young Wives of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status 173
III.D5 DI Average Monthly Benefit to Young Husbands of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status 174
III.D6 DI Average Monthly Benefit to Aged Wives of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status 175
III.D7 DI Average Monthly Benefit to Aged Husbands of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status 176
III.D8 DI Average Monthly Benefit to Total Spouses of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status 177
III.D9 DI Average Monthly Benefit to Minor Children of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status 178
III.D10 DI Average Monthly Benefit to Disabled Children of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status 179
III.D11 DI Average Monthly Benefit to Student Children of Disabled Workers In Force, Awarded, Terminated,
and In Current-Payment Status 180
III.D12 DI Current-Payment Benefits to Disabled Workers 181
III.D13 DI Current-Payment Benefits to Young Spouses of Disabled Workers 182
III.D14 DI Current-Payment Benefits to Aged Spouses of Disabled Workers 183
III.D15 DI Current-Payment Benefits to Total Spouses of Disabled Workers 184
III.D16 DI Current-Payment Benefits to Children of Disabled Workers 185
III.D17 DI Current-Payment Benefits to Total Children of Disabled Workers 186
III.D18 DI Non-Current-Payment Benefits 187
III.D19 DI Current-Payment, Non-Current-Payment, and Total Benefits for All Beneficiaries 188
III.D20 DI Current-Payment, Non-Current-Payment, and Total Benefits for Disabled Workers 189
III.D21 DI Current-Payment, Non-Current-Payment, and Total Benefits for Spouses of Disabled Workers 190
III.D22 DI Current-Payment, Non-Current-Payment, and Total Benefits for Children of Disabled Workers 191
III.E1 Average Monthly Benefit of Retired Workers In Force, Awarded, Terminated,
and In Current-Payment Status 195
III.E2 Average Monthly Benefit to Young and Aged Spouses of Retired Workers In Current-Payment Status 196
III.E3 Average Monthly Benefit to Minor, Disabled, and Student Children of Retired Workers
In Current-Payment Status 197
III.E4 Average Monthly Benefit to Minor Child Survivors of Deceased Workers In Force, Awarded,
Terminated, and In Current-Payment Status 198
III.E5 Average Monthly Benefit to Disabled Child Survivors of Deceased Workers In Force, Awarded,
Terminated, and In Current-Payment Status 199
III.E6 Average Monthly Benefit to Student Child Survivors of Deceased Workers In Force, Awarded,
Terminated, and In Current-Payment Status 200
III.E7 Average Monthly Benefit to Aged Widows and Widowers of Deceased Workers In Force, Awarded, Terminated, and In Current-Payment Status 201
III.E8 Average Monthly Benefit to Mother and Father Beneficiaries In Force, Awarded, Terminated,
and In Current-Payment Status 202
III.E9 Average Monthly Benefit to Parents of Deceased Workers In Force, Awarded, Terminated,
and In Current-Payment Status 203
III.E10 Average Monthly Benefit to Disabled Widows and Widowers of Deceased Workers In Force,
Awarded, Terminated, and In Current-Payment Status 204
III.E11 Average Monthly Benefit to Special Age-72 Beneficiaries In Current-Payment Status 205
III.E12 Current-Payment Benefits to Retired Workers 206
III.E13 Current-Payment Benefits to Young Spouses of Retired Workers 207
III.E14 Current-Payment Benefits to Aged Spouses of Retired Workers 208
III.E15 Current-Payment Benefits to Total Spouses of Retired Workers 209
III.E16 Current-Payment Benefits to Children of Retired Workers 210
III.E17 Current-Payment Benefits to Children of Deceased Workers 211
III.E18 Current-Payment Benefits to OASI Children 212
III.E19 Current-Payment Benefits to Aged Widows and Widowers of Deceased Workers 213
III.E20 Current-Payment Benefits to Mother and Father Beneficiaries 214
III.E21 Current-Payment Benefits to Parents of Deceased Workers 215
III.E22 Current-Payment Benefits to Disabled Widows and Widowers of Deceased Workers 216
III.E23 Current-Payment Benefits to Special Age-72 Beneficiaries 217
III.E24 Non-Current-Payment Benefits to Retired Workers and Dependents, Other Than Benefits Due to AERO 218
III.E25 Non-Current-Payment Benefits to Retired Workers and Dependents 219
III.E26 Non-Current-Payment Benefits to Survivors of Deceased Workers, Other Than Benefits Due to AERO 220
III.E27 Non-Current-Payment Benefits to Survivors of Deceased Workers 221
III.E28 Lump-Sum Death Benefits 222
III.E29 Number of OASI Beneficiaries Receiving Both a Retired Worker and Secondary Benefit,
by Type of Secondary Benefit 223
III.E30 Average Reduced Secondary Benefits for OASI Beneficiaries Receiving Both a Retired Worker
and Secondary Benefit, by Type of Secondary Benefit 224
III.E31 Reduced Secondary Benefits of OASI Beneficiaries Receiving Both a Retired Worker and
Secondary Benefit, by Type of Secondary Benefit 225
III.E32 Adjusted Current-Payment Benefits, Non-Current-Payment Benefits, and Total Benefits to
OASI Beneficiaries 226
III.E33 Summary of OASDI Current-Payment Benefits 227
III.E34 Summary of OASDI Non-Current-Payment Benefits 228
III.E35 Summary of OASDI Benefit Payments 229
IV.1 Contribution Rates to the OASI and DI Trust Funds 239
IV.2 FICA, SECA, and State Deposit Revenue to the OASI Trust Fund 240
IV.3 FICA, SECA, and State Deposit Revenue to the DI Trust Fund 241
IV.4 Income from Taxation of OASI and DI Benefits 242
IV.5 Benefits Withheld from Nonresident Aliens and Credited to the OASI and DI Trust Funds 243
IV.6 Payments to the OASI and DI Trust Funds due to Military Service Credits 244
IV.7 Reimbursements for Payments to Uninsured Persons Who Attained Age 72 Before 1968 245
IV.8 Interest Paid to the OASI and DI Trust Funds 246
IV.9 Reimbursements to the OASI and DI Trust Funds due to Unnegotiated Checks 247
IV.10 Expenses for Vocational Rehabilitation Services Paid by the OASI and DI Trust Funds 248
IV.11 Transfers Between the OASI and DI Trust Funds and the Railroad Retirement Program 249
IV.12 Net Administrative Expenses from the OASI and DI Trust Funds 250
IV.13 Operations of the OASI Trust Fund 251
IV.14 Operations of the DI Trust Fund 252
IV.15 Operations of the Combined OASI and DI Trust Funds 253
IV.16 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds 254
IV.17 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds 255
V.A1 Principal Economic Assumptions 259
V.A2 Additional Economic Factors 259
V.A3 Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds 260
V.A4 Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and
Benefit Bases, and Retirement Earnings Test Exempt Amounts 260
V.A5 Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions 260
V.A6 Selected OASDI Short-Range Demographic Assumptions 261
V.A7 Selected OASDI Short-Range Programmatic Assumptions 261
V.A8 Summary of OASDI Beneficiaries In Current-Payment Status 262
V.A9 Summary of OASDI Benefit Payments 263
V.A10 Operations of the OASI Trust Fund 264
V.A11 Operations of the DI Trust Fund 265
V.A12 Operations of the Combined OASI and DI Trust Funds 266
V.A13 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds 267
V.A14 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds 267
V.B1 Principal Economic Assumptions 269
V.B2 Additional Economic Factors 269
V.B3 Interest Rates for Special Public-Debt Obligations Issuable to the OASI and DI Trust Funds 270
V.B4 Cost-of-Living Benefit Increases, Average Wage Index Increases, OASDI Contribution and
Benefit Bases, and Retirement Earnings Test Exempt Amounts 270
V.B5 Selected OASDI Program Amounts Determined Under the Automatic-Adjustment Provisions 270
V.B6 Selected OASDI Short-Range Demographic Assumptions 271
V.B7 Selected OASDI Short-Range Programmatic Assumptions 271
V.B8 Summary of OASDI Beneficiaries In Current-Payment Status 272
V.B9 Summary of OASDI Benefit Payments 273
V.B10 Operations of the OASI Trust Fund 274
V.B11 Operations of the DI Trust Fund 275
V.B12 Operations of the Combined OASI and DI Trust Funds 276
V.B13 Trust Fund Ratios of the OASI, DI, and Combined Trust Funds 277
V.B14 Comparison of Income Rates and Cost Rates of the OASI, DI, and Combined Trust Funds 277
