Proposed Provision: B6.8. Starting in 2026, provide an additional monthly benefit equal to 1/12th of 2 percent of the AWI for the second prior year. This additional benefit would be available to those meeting any of the following four requirements: (a) Social Security beneficiaries who have attained age 82; (b) Social Security beneficiaries who have attained NRA and have both AIME at or below the first PIA bend point ($1,174 for 2024 initial eligibility) and at least 11 "years of coverage" as used for Windfall Elimination Provision purposes (earnings above $31,275 for 2024); (c) Individuals who have received Social Security benefits and/or SSI payments for at least 240 distinct months after attaining age 19; or (d) SSI recipients who have attained the Social Security NRA. This additional benefit would be paid out of the applicable Social Security OASI or DI Trust Fund for any month in which the individual is in receipt of a Social Security benefit; it would be paid out of the General Fund of the Treasury for any month in which the individual is in receipt of an SSI monthly payment but not a Social Security monthly benefit.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Current Law Provision
2024188188
2025171171
2026152150
2027134132
2028117114
202910196
20308479
20316862
20325345
20333729
20342213
20357-4
2036-9-21
2037-26-39
2038-43-57
2039-60-76
2040-78-95
2041-96-115
2042-115-135
2043-135-156
2044-154-177
2045-174-198
2046-194-220
2047-215-242
2048-235-264
2049-256-286
2050-277-309
2051-299-332
2052-320-355
2053-342-378
2054-364-401
2055-386-425
2056-409-449
2057-431-473
2058-455-498
2059-478-523
2060-502-549
2061-527-575
2062-553-602
2063-579-629
2064-605-657
2065-632-686
2066-660-715
2067-688-744
2068-716-774
2069-745-804
2070-774-834
2071-803-865
2072-834-897
2073-864-929
2074-895-962
2075-927-995
2076-960-1029
2077-993-1064
2078-1027-1100
2079-1062-1137
2080-1098-1175
2081-1134-1213
2082-1172-1252
2083-1209-1292
2084-1248-1333
2085-1287-1374
2086-1327-1416
2087-1368-1459
2088-1409-1502
2089-1450-1545
2090-1491-1589
2091-1532-1632
2092-1573-1674
2093-1612-1716
2094-1651-1757
2095-1689-1798
2096-1727-1838
2097-1764-1878
2098-1801-1917
2099-1838-1956
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