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Detailed Single Year Tables

Description of Proposed Provision:
Beginning with those newly eligible for OASDI benefits in 2012, use a modified primary insurance amount (PIA) formula. The modified formula: (1) increases the first bend point to the equivalent of $800 in 2009; (2) places a new bend point 75 percent of the way between the reset first bend point and the current-law second bend point; (3) lowers the PIA factor between the new bend point and the upper bend point from 32% to 20%; and (4) lowers the factor above the upper bend point from 15% to 10%.

 

Financial Estimates for the OASDI Trust Fund Program

 
  Proposal
  Change from Present Law
  Expressed as a percentage of
present-law taxable payroll

Trust fund
ratio as of
January 1
Expressed as a percentage of
present-law taxable payroll
Calendar
year
Cost
rate
Income
rate
Annual
balance

Cost
rate
Income
rate
Annual
balance
201113.3512.52-0.82
353
0.000.000.00
201213.2312.87-0.36
347
0.000.000.00
201313.1712.87-0.31
341
-0.010.000.01
201413.1712.92-0.25
334
-0.010.000.01
201513.2212.94-0.28
328
-0.020.000.02
201613.2912.97-0.32
322
-0.040.000.04
201713.4113.00-0.41
316
-0.060.000.05
201813.5413.02-0.52
308
-0.070.000.07
201913.7913.04-0.75
299
-0.09-0.010.09
202014.0813.05-1.03
289
-0.11-0.010.11
202114.3913.07-1.31
277
-0.13-0.010.13
202214.6813.09-1.59
265
-0.15-0.010.14
202314.9513.11-1.85
252
-0.17-0.010.16
202415.2213.12-2.10
238
-0.19-0.010.18
202515.4713.14-2.33
224
-0.20-0.010.19
202615.7113.15-2.56
209
-0.22-0.010.20
202715.9213.16-2.75
193
-0.23-0.010.22
202816.1013.18-2.93
177
-0.24-0.010.23
202916.2613.19-3.08
159
-0.25-0.010.24
203016.3913.20-3.20
142
-0.26-0.010.25
203116.4913.20-3.28
124
-0.27-0.020.26
203216.5713.21-3.36
105
-0.28-0.020.26
203316.6413.22-3.42
86
-0.29-0.020.27
203416.6913.22-3.46
67
-0.30-0.020.28
203516.7113.23-3.49
47
-0.30-0.020.28
203616.7313.23-3.50
27
-0.31-0.020.29
203716.7313.23-3.50
7
-0.31-0.020.29
203816.7113.23-3.48
----
-0.31-0.020.29
203916.6813.23-3.45
----
-0.31-0.020.30
204016.6413.23-3.41
----
-0.31-0.020.30
204116.6013.23-3.37
----
-0.31-0.020.30
204216.5613.23-3.33
----
-0.31-0.020.30
204316.5313.23-3.30
----
-0.31-0.020.29
204416.5013.23-3.28
----
-0.31-0.020.29
204516.4813.23-3.25
----
-0.31-0.020.29
204616.4613.23-3.23
----
-0.30-0.020.29
204716.4413.23-3.21
----
-0.30-0.020.28
204816.4213.23-3.20
----
-0.30-0.020.28
204916.4113.23-3.18
----
-0.29-0.020.28
205016.4013.23-3.17
----
-0.29-0.020.27
205116.3913.23-3.16
----
-0.29-0.020.27
205216.4013.23-3.17
----
-0.28-0.020.27
205316.4113.23-3.18
----
-0.28-0.020.26
205416.4213.23-3.19
----
-0.28-0.020.26
205516.4413.23-3.21
----
-0.28-0.020.26
205616.4713.24-3.23
----
-0.28-0.020.26
205716.4913.24-3.25
----
-0.27-0.020.26
205816.5113.24-3.27
----
-0.27-0.020.26
205916.5213.24-3.28
----
-0.27-0.020.26
206016.5313.24-3.29
----
-0.27-0.020.25
206116.5413.24-3.30
----
-0.27-0.020.25
206216.5613.25-3.31
----
-0.27-0.020.25
206316.5713.25-3.32
----
-0.27-0.020.25
206416.5813.25-3.33
----
-0.27-0.020.25
206516.6013.25-3.35
----
-0.27-0.020.25
206616.6213.25-3.37
----
-0.27-0.020.25
206716.6513.25-3.39
----
-0.27-0.020.25
206816.6713.25-3.42
----
-0.27-0.020.25
206916.7013.26-3.45
----
-0.27-0.020.25
207016.7413.26-3.48
----
-0.27-0.020.25
207116.7713.26-3.51
----
-0.27-0.020.25
207216.8013.26-3.54
----
-0.27-0.020.25
207316.8413.27-3.57
----
-0.27-0.020.25
207416.8713.27-3.61
----
-0.27-0.020.25
207516.9113.27-3.64
----
-0.27-0.020.25
207616.9413.27-3.67
----
-0.27-0.020.25
207716.9813.27-3.70
----
-0.27-0.020.25
207817.0113.28-3.74
----
-0.27-0.020.26
207917.0513.28-3.77
----
-0.27-0.020.26
208017.0913.28-3.81
----
-0.27-0.020.26
208117.1313.28-3.84
----
-0.27-0.020.26
208217.1613.29-3.88
----
-0.27-0.020.26
208317.2013.29-3.91
----
-0.28-0.020.26
208417.2413.29-3.95
----
-0.28-0.020.26
208517.2813.29-3.98
----
-0.28-0.020.26
208617.3113.30-4.02
----
-0.28-0.020.26



 

Summarized Estimates

 
  Proposal
  Change from Present Law
Years Cost
rate
Income
rate
Actuarial
balance

Year of
exhaustion
1

Cost
rate
Income
rate
Actuarial
balance
 
Based on Intermediate Assumptions of the 2011 Trustees Report.
2011-2085 16.02% 14.01% -2.01%
2037
-0.23% -0.01% 0.22%
 
1 Under present law, the year of exhaustion is 2036.

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Last reviewed or modified December 21, 2011