Detailed Single Year Tables
Description of Proposed Provision:
B7.13: Eliminate the DI 5-month waiting period for disabled workers and disabled surviving spouses, and eliminate the 24-month Medicare (HI) waiting period for individuals who have become entitled to Social Security disability benefits. Effective with 2027 applications.
Financial Estimates for the OASDI Trust Fund Program
| Proposal | Change from Current Law | ||||||||
|---|---|---|---|---|---|---|---|---|---|
|
Expressed as a percentage of current-law taxable payroll |
Trust fund ratio as of January 1 |
Expressed as a percentage of current-law taxable payroll |
|||||||
|
Calendar year |
Cost rate |
Income rate |
Annual balance |
Cost rate |
Income rate |
Annual balance |
|||
| 2026 | 15.37 | 12.91 | -2.45 | 151 | 0.00 | 0.00 | 0.00 | ||
| 2027 | 15.65 | 12.85 | -2.80 | 131 | 0.03 | 0.00 | -0.03 | ||
| 2028 | 15.76 | 13.01 | -2.75 | 110 | 0.06 | 0.00 | -0.06 | ||
| 2029 | 15.80 | 13.06 | -2.74 | 91 | 0.06 | 0.00 | -0.06 | ||
| 2030 | 15.80 | 13.07 | -2.73 | 73 | 0.06 | 0.00 | -0.06 | ||
| 2031 | 15.78 | 13.09 | -2.70 | 55 | 0.06 | 0.00 | -0.06 | ||
| 2032 | 15.79 | 13.09 | -2.69 | 38 | 0.07 | 0.00 | -0.07 | ||
| 2033 | 15.79 | 13.13 | -2.66 | 21 | 0.07 | 0.00 | -0.07 | ||
| 2034 | 15.81 | 13.14 | -2.67 | 5 | 0.07 | 0.00 | -0.07 | ||
| 2035 | 15.85 | 13.16 | -2.68 | — | 0.07 | 0.00 | -0.07 | ||
| 2036 | 15.93 | 13.17 | -2.76 | — | 0.08 | 0.00 | -0.08 | ||
| 2037 | 16.03 | 13.18 | -2.85 | — | 0.08 | 0.00 | -0.08 | ||
| 2038 | 16.13 | 13.19 | -2.94 | — | 0.08 | 0.00 | -0.08 | ||
| 2039 | 16.21 | 13.19 | -3.02 | — | 0.08 | 0.00 | -0.08 | ||
| 2040 | 16.29 | 13.20 | -3.09 | — | 0.08 | 0.00 | -0.08 | ||
| 2041 | 16.36 | 13.20 | -3.16 | — | 0.09 | 0.00 | -0.09 | ||
| 2042 | 16.43 | 13.21 | -3.22 | — | 0.09 | 0.00 | -0.09 | ||
| 2043 | 16.50 | 13.21 | -3.29 | — | 0.09 | 0.00 | -0.09 | ||
| 2044 | 16.58 | 13.22 | -3.37 | — | 0.09 | 0.00 | -0.09 | ||
| 2045 | 16.67 | 13.22 | -3.44 | — | 0.09 | 0.00 | -0.09 | ||
| 2046 | 16.73 | 13.23 | -3.50 | — | 0.10 | 0.00 | -0.09 | ||
| 2047 | 16.80 | 13.23 | -3.57 | — | 0.10 | 0.00 | -0.10 | ||
| 2048 | 16.87 | 13.24 | -3.63 | — | 0.10 | 0.00 | -0.10 | ||
| 2049 | 16.95 | 13.24 | -3.70 | — | 0.10 | 0.00 | -0.10 | ||
| 2050 | 17.03 | 13.25 | -3.78 | — | 0.10 | 0.00 | -0.10 | ||
| 2051 | 17.12 | 13.25 | -3.87 | — | 0.10 | 0.00 | -0.10 | ||
| 2052 | 17.23 | 13.26 | -3.97 | — | 0.10 | 0.00 | -0.10 | ||
| 2053 | 17.34 | 13.27 | -4.07 | — | 0.10 | 0.00 | -0.10 | ||
| 2054 | 17.45 | 13.27 | -4.18 | — | 0.10 | 0.00 | -0.10 | ||
| 2055 | 17.58 | 13.28 | -4.30 | — | 0.10 | 0.00 | -0.10 | ||
| 2056 | 17.71 | 13.29 | -4.42 | — | 0.10 | 0.00 | -0.10 | ||
| 2057 | 17.85 | 13.30 | -4.55 | — | 0.10 | 0.00 | -0.10 | ||
| 2058 | 17.98 | 13.31 | -4.67 | — | 0.10 | 0.00 | -0.10 | ||
| 2059 | 18.12 | 13.32 | -4.80 | — | 0.10 | 0.00 | -0.10 | ||
| 2060 | 18.25 | 13.33 | -4.92 | — | 0.10 | 0.00 | -0.10 | ||
| 2061 | 18.38 | 13.33 | -5.04 | — | 0.10 | 0.00 | -0.10 | ||
| 2062 | 18.50 | 13.34 | -5.16 | — | 0.10 | 0.00 | -0.10 | ||
| 2063 | 18.62 | 13.35 | -5.27 | — | 0.10 | 0.00 | -0.10 | ||
| 2064 | 18.73 | 13.36 | -5.38 | — | 0.10 | 0.00 | -0.10 | ||
| 2065 | 18.85 | 13.36 | -5.48 | — | 0.10 | 0.00 | -0.10 | ||
| 2066 | 18.96 | 13.37 | -5.59 | — | 0.10 | 0.00 | -0.10 | ||
| 2067 | 19.07 | 13.38 | -5.70 | — | 0.10 | 0.00 | -0.10 | ||
| 2068 | 19.19 | 13.38 | -5.80 | — | 0.10 | 0.00 | -0.10 | ||
| 2069 | 19.31 | 13.39 | -5.91 | — | 0.10 | 0.00 | -0.10 | ||
| 2070 | 19.43 | 13.40 | -6.03 | — | 0.10 | 0.00 | -0.10 | ||
| 2071 | 19.55 | 13.41 | -6.14 | — | 0.10 | 0.00 | -0.10 | ||
| 2072 | 19.66 | 13.41 | -6.25 | — | 0.10 | 0.00 | -0.10 | ||
| 2073 | 19.78 | 13.42 | -6.36 | — | 0.10 | 0.00 | -0.10 | ||
| 2074 | 19.89 | 13.43 | -6.46 | — | 0.10 | 0.00 | -0.10 | ||
| 2075 | 20.00 | 13.44 | -6.56 | — | 0.10 | 0.00 | -0.10 | ||
| 2076 | 20.10 | 13.44 | -6.65 | — | 0.10 | 0.00 | -0.10 | ||
| 2077 | 20.18 | 13.45 | -6.73 | — | 0.10 | 0.00 | -0.10 | ||
| 2078 | 20.26 | 13.45 | -6.81 | — | 0.10 | 0.00 | -0.10 | ||
| 2079 | 20.33 | 13.46 | -6.87 | — | 0.10 | 0.00 | -0.10 | ||
| 2080 | 20.39 | 13.46 | -6.92 | — | 0.10 | 0.00 | -0.10 | ||
| 2081 | 20.44 | 13.47 | -6.97 | — | 0.10 | 0.00 | -0.10 | ||
| 2082 | 20.48 | 13.47 | -7.01 | — | 0.10 | 0.00 | -0.10 | ||
| 2083 | 20.51 | 13.47 | -7.04 | — | 0.10 | 0.00 | -0.10 | ||
| 2084 | 20.54 | 13.47 | -7.06 | — | 0.10 | 0.00 | -0.09 | ||
| 2085 | 20.55 | 13.47 | -7.07 | — | 0.10 | 0.00 | -0.09 | ||
| 2086 | 20.54 | 13.48 | -7.07 | — | 0.10 | 0.00 | -0.09 | ||
| 2087 | 20.53 | 13.47 | -7.06 | — | 0.10 | 0.00 | -0.09 | ||
| 2088 | 20.51 | 13.47 | -7.04 | — | 0.10 | 0.00 | -0.09 | ||
| 2089 | 20.48 | 13.47 | -7.01 | — | 0.10 | 0.00 | -0.09 | ||
| 2090 | 20.44 | 13.47 | -6.97 | — | 0.10 | 0.00 | -0.09 | ||
| 2091 | 20.41 | 13.47 | -6.94 | — | 0.10 | 0.00 | -0.10 | ||
| 2092 | 20.37 | 13.47 | -6.90 | — | 0.10 | 0.00 | -0.10 | ||
| 2093 | 20.32 | 13.46 | -6.86 | — | 0.10 | 0.00 | -0.10 | ||
| 2094 | 20.28 | 13.46 | -6.82 | — | 0.10 | 0.00 | -0.10 | ||
| 2095 | 20.25 | 13.46 | -6.79 | — | 0.10 | 0.00 | -0.10 | ||
| 2096 | 20.21 | 13.46 | -6.75 | — | 0.10 | 0.00 | -0.10 | ||
| 2097 | 20.18 | 13.46 | -6.72 | — | 0.10 | 0.00 | -0.10 | ||
| 2098 | 20.16 | 13.45 | -6.70 | — | 0.10 | 0.00 | -0.10 | ||
| 2099 | 20.14 | 13.45 | -6.68 | — | 0.10 | 0.00 | -0.10 | ||
| 2100 | 20.12 | 13.45 | -6.67 | — | 0.10 | 0.00 | -0.10 | ||
| 2101 | 20.12 | 13.45 | -6.66 | — | 0.10 | 0.00 | -0.10 | ||
Summarized Estimates
| Proposal | Change from Current Law | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Years | Cost rate |
Income rate |
Actuarial balance |
Year of reserve depletion1 |
Cost rate |
Income rate |
Actuarial balance |
||
| 2026-2100 | 18.19% | 13.68% | -4.51% | 2034 | 0.09% | 0.00% | -0.09% | ||
1 Under current law, the year of Trust Fund reserve depletion is 2034. |
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Based on Intermediate Assumptions of the 2026 Trustees Report.