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Detailed Single Year Tables

Description of Proposed Provision:
For OASI beneficiaries becoming eligible for benefits in 2019 and later, multiply the PIA factors by the ratio of life expectancy at 67 for 2014 to the life expectancy at age 67 for the 4th year prior to the year of benefit eligibility. Unisex life expectancies, based on period life tables, would be used as projected by SSA's Office of the Chief Actuary. Disability benefits are not affected by the proposal. Disabled worker beneficiaries, upon attaining normal retirement age, would be subject to a proportional reduction in benefits based on the worker's years of disability.

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
 
200912.3512.830.48 354
201012.5012.870.37 360
201112.3712.870.50 366
201212.2412.870.63 369
201312.3812.900.52 367
201412.6212.920.30 364
201512.8812.940.06 359
201613.1812.96-0.22 354
201713.4912.98-0.51 347
201813.8313.00-0.83 338
201914.1713.02-1.15 327
202014.5013.04-1.45 315
202114.8013.06-1.74 302
202215.0913.08-2.01 289
202315.3513.10-2.26 275
202415.6013.11-2.49 260
202515.8313.13-2.70 244
202616.0313.14-2.89 228
202716.2213.16-3.06 211
202816.3913.17-3.22 193
202916.5313.18-3.34 175
203016.6413.19-3.45 156
203116.7313.20-3.53 137
203216.8013.21-3.59 118
203316.8413.22-3.62 98
203416.8613.22-3.64 78
203516.8613.23-3.63 58
203616.8413.23-3.61 37
203716.8013.23-3.57 17
203816.7513.23-3.52 ----
203916.6813.23-3.45 ----
204016.5913.23-3.37 ----
204116.5113.23-3.28 ----
204216.4213.22-3.20 ----
204316.3313.22-3.11 ----
204416.2513.22-3.03 ----
204516.1813.22-2.96 ----
204616.1113.22-2.89 ----
204716.0413.21-2.83 ----
204815.9713.21-2.76 ----
204915.9013.21-2.69 ----
205015.8413.21-2.63 ----
205115.7913.21-2.58 ----
205215.7413.21-2.54 ----
205315.7113.20-2.50 ----
205415.6713.20-2.47 ----
205515.6513.20-2.44 ----
205615.6313.20-2.42 ----
205715.6113.20-2.41 ----
205815.5913.21-2.39 ----
205915.5813.21-2.37 ----
206015.5613.21-2.35 ----
206115.5413.21-2.34 ----
206215.5313.21-2.32 ----
206315.5213.21-2.31 ----
206415.5113.21-2.30 ----
206515.5013.21-2.29 ----
206615.4913.21-2.29 ----
206715.4913.21-2.28 ----
206815.4913.21-2.28 ----
206915.5013.21-2.28 ----
207015.5013.21-2.29 ----
207115.5013.21-2.29 ----
207215.5113.21-2.30 ----
207315.5213.21-2.30 ----
207415.5213.22-2.31 ----
207515.5313.22-2.32 ----
207615.5413.22-2.32 ----
207715.5513.22-2.33 ----
207815.5613.22-2.35 ----
207915.5813.22-2.36 ----
208015.5913.22-2.37 ----
208115.6113.22-2.38 ----
208215.6213.22-2.40 ----
208315.6313.23-2.41 ----
208415.6513.23-2.42 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
 
Estimates based on the Intermediate Assumptions of the 2009 Trustees Report
2009-2083 15.43% 13.98% -1.44%
0.56%

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Last reviewed or modified August 26, 2009