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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 38, phased in 2009-2013

Financial Estimates for the OASDI Trust Fund Program
  Percentage of taxable payroll

Trust fund
ratio as of
January 1
Calendar
year
Cost
rate
Income
rate
Annual
balance
 
200811.2012.771.57 359
200911.2612.811.54 369
201011.3612.821.46 379
201111.5212.841.32 387
201211.7412.871.13 392
201311.9912.900.91 396
201412.2612.910.65 397
201512.5412.940.40 397
201612.8312.960.13 394
201713.1212.98-0.14 390
201813.3913.00-0.39 386
201913.6713.02-0.65 379
202013.9513.04-0.91 372
202114.2113.05-1.16 363
202214.4613.07-1.39 354
202314.7013.08-1.62 343
202414.9313.10-1.83 332
202515.1513.11-2.04 320
202615.3613.13-2.23 307
202715.5613.14-2.42 293
202815.7413.15-2.59 279
202915.9113.17-2.75 263
203016.0613.18-2.88 248
203116.1813.18-3.00 231
203216.2913.19-3.09 215
203316.3613.20-3.17 198
203416.4113.20-3.21 181
203516.4513.21-3.24 164
203616.4713.21-3.26 146
203716.4713.21-3.26 128
203816.4613.21-3.25 111
203916.4313.21-3.22 93
204016.4013.21-3.18 75
204116.3613.21-3.14 57
204216.3113.21-3.10 38
204316.2713.21-3.06 20
204416.2313.21-3.02 2
204516.1913.21-2.99 ----
204616.1613.21-2.96 ----
204716.1413.21-2.93 ----
204816.1113.21-2.91 ----
204916.1013.20-2.89 ----
205016.0813.21-2.88 ----
205116.0813.21-2.88 ----
205216.0913.21-2.88 ----
205316.0913.21-2.89 ----
205416.1013.21-2.90 ----
205516.1213.21-2.91 ----
205616.1413.21-2.93 ----
205716.1713.21-2.95 ----
205816.1913.22-2.98 ----
205916.2213.22-3.00 ----
206016.2413.22-3.02 ----
206116.2613.22-3.04 ----
206216.2913.22-3.06 ----
206316.3113.23-3.09 ----
206416.3413.23-3.11 ----
206516.3713.23-3.14 ----
206616.4013.23-3.17 ----
206716.4313.23-3.20 ----
206816.4613.24-3.22 ----
206916.4913.24-3.25 ----
207016.5313.24-3.29 ----
207116.5713.24-3.32 ----
207216.6013.24-3.36 ----
207316.6413.25-3.39 ----
207416.6813.25-3.43 ----
207516.7213.25-3.47 ----
207616.7613.25-3.51 ----
207716.8013.26-3.55 ----
207816.8513.26-3.59 ----
207916.8913.26-3.63 ----
208016.9413.26-3.67 ----
208116.9813.27-3.72 ----
208217.0313.27-3.76 ----
208317.0713.27-3.80 ----
208417.1213.27-3.84 ----
208517.1613.28-3.88 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
 
Estimates based on the Intermediate Assumptions of the 2008 Trustees Report
2008-2082 15.31% 13.92% -1.39%
0.31%

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Last reviewed or modified August 11, 2008