2004 OASDI Trustees Report

Contents Previous Next List of Tables List of Figures Index

VI. APPENDICES

G. ANALYSIS OF BENEFIT DISBURSEMENTS FROM THE OASI TRUST FUND WITH RESPECT TO DISABLED BENEFICIARIES

(Required by section 201(c) of the Social Security Act)

Effective January 1957, monthly benefits have been payable from the OASI Trust Fund to disabled children aged 18 and over of retired and deceased workers in those cases for which the disability began before age 18. The age before which disability is required to have begun was subsequently changed to age 22. Effective February 1968, reduced monthly benefits have been payable from this trust fund to disabled widows and widowers at ages 50 and over. Effective January 1991, the requirements for the disability of the widow or widower were made less restrictive.

On December 31, 2003, about 826,000 persons were receiving monthly benefits from the OASI Trust Fund because of their disabilities or the disabilities of children. This total includes 31,000 mothers and fathers (wives or husbands under age 65 of retired-worker beneficiaries and widows or widowers of deceased insured workers) who met all other qualifying requirements and were receiving unreduced benefits solely because they had disabled-child beneficiaries (or disabled children aged 16 or 17) in their care. Benefits paid from this trust fund to the persons described above totaled $5,895 million in calendar year 2003. Table VI.G1 shows these and similar figures for selected calendar years during 1960-2003, and estimated experience for 2004-13 based on the intermediate set of assumptions.

Table VI.G1.--Benefit Disbursements From the OASI Trust Fund With Respect to Disabled Beneficiaries

[Beneficiaries in thousands; benefit payments in millions]

Calendar year
Disabled beneficiaries, end of year
 
Amount of benefit payments1
Total
Children  2
Widows-
widowers  3
Total
Children 2
Widows-
widowers  4
Historical data:
 
1960
117
117
--
 
$59
$59
--
 
1965
214
214
--
 
134
134
--
 
1970
316
281
36
 
301
260
$41
 
1975
435
376
58
 
664
560
104
 
1980
519
460
59
 
1,223
1,097
126
 
1985
594
547
47
 
2,072
1,885
187
 
 
 
 
 
 
 
 
 
 
1986
614
565
49
 
2,219
2,022
197
 
1987
629
580
49
 
2,331
2,128
203
 
1988
640
591
49
 
2,518
2,307
211
 
1989
651
602
49
 
2,680
2,459
221
 
1990
662
613
49
 
2,882
2,649
233
 
 
 
 
 
 
 
 
 
 
1991
687
627
61
 
3,179
2,875
304
 
1992
715
643
72
 
3,459
3,079
380
 
1993
740
659
81
 
3,752
3,296
456
 
1994
758
671
86
 
3,973
3,481
492
 
1995
772
681
91
 
4,202
3,672
531
 
 
 
 
 
 
 
 
 
 
1996
782
687
94
 
4,410
3,846
565
 
1997
789
693
96
 
4,646
4,050
596
 
1998
797
698
99
 
4,838
4,210
627
 
1999
805
702
102
 
4,991
4,336
655
 
2000
811
707
104
 
5,203
4,523
680
 
 
 
 
 
 
 
 
 
 
2001
817
712
105
 
5,500
4,782
718
 
2002
823
717
106
 
5,735
4,986
749
 
2003
826
721
105
 
5,895
5,129
764
Estimates:
 
2004
835
730
105
 
6,140
5,345
795
 
2005
844
738
106
 
6,326
5,508
818
 
2006
852
746
106
 
6,535
5,703
832
 
2007
857
754
103
 
6,763
5,925
838
 
2008
863
762
102
 
7,034
6,181
852
 
 
 
 
 
 
 
 
 
 
2009
869
769
100
 
7,342
6,471
872
 
2010
875
776
100
 
7,669
6,773
896
 
2011
881
782
99
 
8,012
7,076
935
 
2012
886
788
98
 
8,369
7,398
971
 
2013
890
793
97
 
8,733
7,725
1,007

1Beginning in 1966, includes payments for vocational rehabilitation services.

2Also includes certain mothers and fathers (see text).

3In 1984 and later years, only disabled widows and widowers aged 50-59 are included because disabled widows and widowers aged 60-64 would be eligible for the same benefit as a nondisabled aged widow or widower; therefore, they are not receiving benefits solely because of a disability.

4In 1983 and prior years, reflects the offsetting effect of lower benefits payable to disabled widows and widowers who continued to receive benefits after attaining age 60 (62, for disabled widowers, prior to 1973) as compared to the higher nondisabled widow's and widower's benefits that would otherwise be payable. In 1984 and later years, only benefit payments to disabled widows and widowers aged 50-59 are included (see footnote 3).

Note: Totals do not necessarily equal the sums of rounded components.

Total benefit payments from the OASI Trust Fund with respect to disabled beneficiaries are estimated to increase from $6,140 million in calendar year 2004 to $8,733 million in calendar year 2013, based on the intermediate assumptions.

In calendar year 2003, benefit payments (including expenditures for vocational rehabilitation services) with respect to disabled persons from the OASI Trust Fund and from the DI Trust Fund (including payments from the latter fund to all children and spouses of disabled-worker beneficiaries) totaled $76,848 million. Of this amount, $5,895 million or 7.7 percent represented payments from the OASI Trust Fund. These and similar figures for selected calendar years during 1960-2003 and estimates for calendar years 2004-13 are presented in table VI.G2.

Table VI.G2.--Benefit Disbursements Under the OASDI Program With Respect to Disabled Beneficiaries

[Amounts in millions]

Calendar year
Total 1
DI Trust Fund  2
OASI Trust Fund
Amount  3
Percentage of total
Historical data:
 
1960
$627
$568
$59
9.4
 
1965
1,707
1,573
134
7.9
 
1970
3,386
3,085
301
8.9
 
1975
9,169
8,505
664
7.2
 
1980
16,738
15,515
1,223
7.3
 
1985
20,908
18,836
2,072
9.9
 
 
 
 
 
 
 
1986
22,075
19,856
2,219
10.1
 
1987
22,858
20,527
2,331
10.2
 
1988
24,226
21,708
2,518
10.4
 
1989
25,591
22,911
2,680
10.5
 
1990
27,717
24,835
2,882
10.4
 
 
 
 
 
 
 
1991
30,877
27,698
3,179
10.3
 
1992
34,583
31,124
3,459
10.0
 
1993
38,378
34,626
3,752
9.8
 
1994
41,730
37,757
3,973
9.5
 
1995
45,140
40,937
4,202
9.3
 
 
 
 
 
 
 
1996
48,615
44,205
4,410
9.1
 
1997
50,358
45,712
4,646
9.2
 
1998
53,062
48,224
4,838
9.1
 
1999
56,390
51,399
4,991
8.9
 
2000
60,204
55,001
5,203
8.6
 
 
 
 
 
 
 
2001
65,137
59,637
5,500
8.4
 
2002
71,456
65,721
5,735
8.0
 
2003
76,848
70,952
5,895
7.7
Estimates:
 
2004
82,743
76,603
6,140
7.4
 
2005
87,771
81,445
6,326
7.2
 
2006
92,988
86,453
6,535
7.0
 
2007
99,012
92,249
6,763
6.8
 
2008
105,839
98,805
7,034
6.6
 
 
 
 
 
 
 
2009
114,806
107,464
7,342
6.4
 
2010
120,547
112,878
7,669
6.4
 
2011
126,894
118,882
8,012
6.3
 
2012
135,264
126,895
8,369
6.2
 
2013
142,948
134,215
8,733
6.1

1Beginning in 1966, includes payments for vocational rehabilitation services.

2Benefit payments to disabled workers and their children and spouses.

3Benefit payments to disabled children aged 18 and over, to certain mothers and fathers (see text), and to disabled widows and widowers (see footnote 4, table VI.G1).

Note: Totals do not necessarily equal the sums of rounded components.


Contents Previous Next List of Tables List of Figures Index  
 Link to FirstGov.gov: U.S. Government portal Privacy Policy | Website Policies & Other Important Information  | Site Map  | Actuarial Publications 3/23/2004