Proposed Provision: B6.8. Starting in 2028, 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 ($1,286 for 2026 initial eligibility) and at least 11 "years of coverage" as used for the former Windfall Elimination Provision purposes (earnings above $34,275 for 2026); (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
2026151151
2027131131
2028111110
20299290
20307471
20315752
20324035
20332317
203470
2035-9-17
2036-25-35
2037-41-52
2038-58-70
2039-76-89
2040-94-109
2041-112-129
2042-132-149
2043-151-170
2044-171-191
2045-192-213
2046-213-236
2047-234-259
2048-256-282
2049-279-306
2050-301-330
2051-324-355
2052-347-379
2053-371-404
2054-395-430
2055-420-456
2056-445-482
2057-470-509
2058-496-536
2059-522-564
2060-550-593
2061-578-622
2062-607-653
2063-636-683
2064-666-715
2065-697-747
2066-729-780
2067-761-813
2068-794-848
2069-827-882
2070-861-917
2071-896-953
2072-931-990
2073-967-1028
2074-1004-1066
2075-1042-1105
2076-1081-1146
2077-1121-1187
2078-1162-1230
2079-1204-1274
2080-1248-1319
2081-1292-1365
2082-1337-1412
2083-1384-1460
2084-1431-1509
2085-1480-1560
2086-1530-1612
2087-1581-1665
2088-1633-1719
2089-1686-1774
2090-1740-1830
2091-1795-1887
2092-1850-1944
2093-1906-2002
2094-1962-2061
2095-2019-2119
2096-2075-2178
2097-2132-2238
2098-2189-2297
2099-2246-2356
2100-2303-2416
2101-2359-2475
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