2006 Trustees Report: Appendix G

Effective January 1957, monthly benefits have been payable from the OASI Trust Fund to disabled children aged 18 and over of retired and deceased workers in those cases for which the disability began before age 18. The age before which disability is required to have begun was subsequently changed to age 22. Effective February 1968, reduced monthly benefits have been payable from this trust fund 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.

On December 31, 2005, about 835,000 persons were receiving monthly benefits from the OASI Trust Fund because of their disabilities or the disabilities of children. This total includes 28,000 mothers and fathers (wives or husbands under age 65 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. Benefits paid from this trust fund to the persons described above totaled $6,288 million in calendar year 2005. Table VI.G1 shows these and similar figures for selected calendar years during 1960-2005, and estimated experience for 2006-15 based on the intermediate set of assumptions.

Table VI.G1.-Benefit Disbursements From the OASI Trust Fund
With Respect to Disabled Beneficiaries

[Beneficiaries in thousands; benefit payments in millions]
Calendar year		Disabled beneficiaries, end of year			Amount of benefit payments¹
Calendar year		Total	Children ²	Widows- widowers ³	Total	Children ²	Widows- widowers ⁴
Historical data:
	1960	117	117	-	$59	$59	-
	1965	214	214	-	134	134	-
	1970	316	281	36	301	260	$41
	1975	435	376	58	664	560	104
	1980	519	460	59	1,223	1,097	126
	1985	594	547	47	2,072	1,885	187

	1986	614	565	49	2,219	2,022	197
	1987	629	580	49	2,331	2,128	203
	1988	640	591	48	2,518	2,307	211
	1989	651	602	49	2,680	2,459	221
	1990	662	613	49	2,882	2,649	233

	1991	687	627	61	3,179	2,875	304
	1992	715	643	72	3,459	3,079	380
	1993	740	659	81	3,752	3,296	456
	1994	758	671	86	3,973	3,481	492
	1995	772	681	91	4,202	3,672	531

	1996	782	687	94	4,410	3,846	565
	1997	789	693	96	4,646	4,050	596
	1998	797	698	99	4,838	4,210	627
	1999	805	702	102	4,991	4,336	655
	2000	811	707	104	5,203	4,523	680

	2001	817	712	105	5,520	4,802	718
	2002	823	717	106	5,773	5,024	749
	2003	826	721	105	5,746	4,979	764
	2004	828	723	105	5,945	5,162	781
	2005	835	727	108	6,288	5,386	843
Estimates:
	2006	846	739	108	6,572	5,701	863
	2007	857	751	106	6,847	5,966	874
	2008	870	765	105	7,151	6,251	892
	2009	884	780	104	7,511	6,585	918
	2010	900	796	104	7,905	6,946	949

	2011	915	811	104	8,327	7,326	989
	2012	929	825	104	8,768	7,721	1,034
	2013	944	839	105	9,226	8,128	1,084
	2014	957	852	105	9,684	8,547	1,121
	2015	968	865	104	10,155	8,982	1,156

¹Beginning in 1966, includes payments for vocational rehabilitation services.

²Also includes certain mothers and fathers (see text).

³In 1984 and later years, only disabled widows and widowers aged 50-59 are included because disabled widows and widowers aged 60-64 would be eligible for the same benefit as a nondisabled aged widow or widower; therefore, they are not receiving benefits solely because of a disability.

⁴In 1983 and prior years, reflects 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) as compared to the higher nondisabled widow's and widower's benefits that would otherwise be payable. In 1984 and later years, only benefit payments to disabled widows and widowers aged 50-59 are included (see footnote 3).

Total benefit payments from the OASI Trust Fund with respect to disabled beneficiaries are estimated to increase from $6,572 million in calendar year 2006 to $10,155 million in calendar year 2015, based on the intermediate assumptions.

In calendar year 2005, 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 latter fund to all children and spouses of disabled-worker beneficiaries) totaled $91,674 million. Of this amount, $6,288 million or 6.9 percent represented payments from the OASI Trust Fund. These and similar figures for selected calendar years during 1960-2005 and estimates for calendar years 2006-15 are presented in table VI.G2.

Table VI.G2.-Benefit Disbursements Under the OASDI Program
With Respect to Disabled Beneficiaries

[Amounts in millions]
Calendar year		Total ¹	DI Trust Fund ²	OASI Trust Fund
Calendar year		Total ¹	DI Trust Fund ²	Amount ³	Percentage of total
Historical data:
	1960	$627	$568	$59	9.4
	1965	1,707	1,573	134	7.9
	1970	3,386	3,085	301	8.9
	1975	9,169	8,505	664	7.2
	1980	16,738	15,515	1,223	7.3
	1985	20,908	18,836	2,072	9.9

	1986	22,075	19,856	2,219	10.1
	1987	22,858	20,527	2,331	10.2
	1988	24,226	21,708	2,518	10.4
	1989	25,591	22,911	2,680	10.5
	1990	27,717	24,835	2,882	10.4

	1991	30,877	27,698	3,179	10.3
	1992	34,583	31,124	3,459	10.0
	1993	38,378	34,626	3,752	9.8
	1994	41,730	37,757	3,973	9.5
	1995	45,140	40,937	4,202	9.3

	1996	48,615	44,205	4,410	9.1
	1997	50,358	45,712	4,646	9.2
	1998	53,062	48,224	4,838	9.1
	1999	56,390	51,399	4,991	8.9
	2000	60,204	55,001	5,203	8.6

	2001	65,157	59,637	5,520	8.5
	2002	71,493	65,721	5,773	8.1
	2003	76,698	70,952	5,746	7.5
	2004	84,197	78,251	5,945	7.1
	2005	91,674	85,386	6,288	6.9
Estimates:
	2006	100,107	93,535	6,572	6.6
	2007	105,888	99,042	6,847	6.5
	2008	111,661	104,509	7,151	6.4
	2009	117,894	110,382	7,511	6.4
	2010	125,832	117,927	7,905	6.3

	2011	131,480	123,153	8,327	6.3
	2012	140,268	131,500	8,768	6.3
	2013	147,855	138,629	9,226	6.2
	2014	156,069	146,384	9,684	6.2
	2015	164,807	154,651	10,155	6.2

¹Beginning in 1966, includes payments for vocational rehabilitation services.

²Benefit payments to disabled workers and their children and spouses.

³Benefit payments to disabled children aged 18 and over, to certain mothers and fathers (see text), and to disabled widows and widowers (see footnote 4, table VI.G1).

2006 OASDI Trustees Report

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)


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