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Detailed Single Year Tables

Description of Proposed Provision:
Increase the number of years used to calculate benefits for retirees and survivors (but not for disabled workers) from 35 to 40, phased in over the years 2012-2020.

 

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
0.000.000.00
201413.1712.92-0.26
334
-0.010.000.01
201513.2312.94-0.29
328
-0.020.000.02
201613.3012.97-0.33
322
-0.030.000.03
201713.4213.00-0.42
315
-0.040.000.04
201813.5613.02-0.53
308
-0.060.000.06
201913.8013.04-0.76
299
-0.080.000.08
202014.0913.05-1.03
288
-0.11-0.010.10
202114.3813.07-1.31
277
-0.14-0.010.13
202214.6613.09-1.57
265
-0.17-0.010.16
202314.9213.11-1.82
252
-0.20-0.010.19
202415.1713.12-2.05
239
-0.23-0.010.22
202515.4113.13-2.27
225
-0.27-0.010.25
202615.6313.15-2.48
211
-0.30-0.020.28
202715.8213.16-2.66
195
-0.33-0.020.31
202815.9913.17-2.82
179
-0.36-0.020.34
202916.1313.18-2.95
163
-0.39-0.020.37
203016.2413.19-3.05
146
-0.41-0.020.39
203116.3213.20-3.13
129
-0.44-0.020.41
203216.3913.20-3.19
111
-0.46-0.030.44
203316.4513.21-3.24
93
-0.48-0.030.46
203416.4813.21-3.27
75
-0.50-0.030.48
203516.4913.21-3.28
56
-0.52-0.030.49
203616.4913.22-3.28
37
-0.54-0.030.51
203716.4813.22-3.26
18
-0.56-0.030.53
203816.4513.22-3.23
----
-0.57-0.030.54
203916.4013.22-3.19
----
-0.59-0.030.55
204016.3513.22-3.14
----
-0.60-0.030.57
204116.3013.21-3.09
----
-0.61-0.030.58
204216.2513.21-3.04
----
-0.62-0.030.59
204316.2113.21-3.00
----
-0.63-0.040.60
204416.1713.21-2.96
----
-0.64-0.040.61
204516.1313.21-2.93
----
-0.65-0.040.62
204616.1013.21-2.89
----
-0.66-0.040.62
204716.0713.21-2.86
----
-0.67-0.040.63
204816.0413.21-2.84
----
-0.68-0.040.64
204916.0213.21-2.81
----
-0.68-0.040.64
205016.0013.21-2.79
----
-0.69-0.040.65
205115.9913.21-2.78
----
-0.69-0.040.65
205215.9813.21-2.78
----
-0.70-0.040.66
205315.9913.21-2.78
----
-0.70-0.040.66
205415.9913.21-2.79
----
-0.71-0.040.67
205516.0113.21-2.80
----
-0.71-0.040.67
205616.0313.21-2.81
----
-0.72-0.040.68
205716.0413.21-2.83
----
-0.72-0.040.68
205816.0613.21-2.84
----
-0.72-0.040.68
205916.0713.22-2.85
----
-0.73-0.040.69
206016.0813.22-2.86
----
-0.73-0.040.69
206116.0813.22-2.87
----
-0.73-0.040.69
206216.0913.22-2.87
----
-0.73-0.040.69
206316.1013.22-2.88
----
-0.73-0.040.69
206416.1213.22-2.89
----
-0.73-0.040.69
206516.1313.22-2.91
----
-0.74-0.040.69
206616.1513.22-2.93
----
-0.74-0.040.70
206716.1713.23-2.95
----
-0.74-0.040.70
206816.2013.23-2.97
----
-0.74-0.040.70
206916.2313.23-3.00
----
-0.74-0.040.70
207016.2613.23-3.03
----
-0.74-0.040.70
207116.2913.23-3.06
----
-0.74-0.040.70
207216.3213.24-3.08
----
-0.75-0.040.70
207316.3613.24-3.12
----
-0.75-0.040.70
207416.3913.24-3.15
----
-0.75-0.040.71
207516.4313.24-3.19
----
-0.75-0.040.71
207616.4613.25-3.22
----
-0.75-0.040.71
207716.5013.25-3.25
----
-0.75-0.040.71
207816.5313.25-3.28
----
-0.75-0.040.71
207916.5713.25-3.32
----
-0.75-0.040.71
208016.6113.26-3.35
----
-0.75-0.040.71
208116.6413.26-3.39
----
-0.76-0.040.71
208216.6813.26-3.42
----
-0.76-0.040.71
208316.7213.26-3.46
----
-0.76-0.040.71
208416.7613.27-3.49
----
-0.76-0.040.72
208516.7913.27-3.53
----
-0.76-0.040.72
208616.8313.27-3.56
----
-0.76-0.040.72



 

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 15.75% 14.00% -1.76%
2037
-0.49% -0.03% 0.47%
 
1 Under present law, the year of exhaustion is 2036.

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Last reviewed or modified December 21, 2011