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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 40, phased in 2010-2018.

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
201112.3712.870.50 367
201212.2312.870.64 369
201312.3612.900.54 368
201412.5912.920.33 365
201512.8312.940.11 361
201613.1112.96-0.15 357
201713.4012.98-0.42 350
201813.7112.99-0.72 342
201914.0213.01-1.00 333
202014.3113.03-1.28 323
202114.5913.05-1.54 312
202214.8413.07-1.78 300
202315.0813.08-2.00 287
202415.3113.10-2.21 274
202515.5113.11-2.40 260
202615.7013.13-2.58 246
202715.8813.14-2.74 230
202816.0413.15-2.88 214
202916.1713.16-3.00 198
203016.2813.17-3.10 181
203116.3713.18-3.19 164
203216.4413.19-3.25 146
203316.4913.20-3.29 128
203416.5113.20-3.31 110
203516.5213.21-3.31 92
203616.5213.21-3.31 73
203716.5013.21-3.29 54
203816.4713.22-3.25 35
203916.4113.22-3.20 16
204016.3613.22-3.14 ----
204116.2913.21-3.08 ----
204216.2313.21-3.02 ----
204316.1813.21-2.96 ----
204416.1213.21-2.91 ----
204516.0813.21-2.87 ----
204616.0413.21-2.83 ----
204716.0113.21-2.80 ----
204815.9713.21-2.76 ----
204915.9413.21-2.73 ----
205015.9113.21-2.70 ----
205115.9013.21-2.69 ----
205215.8913.21-2.68 ----
205315.8913.21-2.67 ----
205415.8913.22-2.68 ----
205515.9113.22-2.69 ----
205615.9213.22-2.70 ----
205715.9413.22-2.72 ----
205815.9613.23-2.74 ----
205915.9813.23-2.75 ----
206016.0013.23-2.77 ----
206116.0213.23-2.79 ----
206216.0513.24-2.81 ----
206316.0713.24-2.83 ----
206416.1013.24-2.86 ----
206516.1313.24-2.88 ----
206616.1613.25-2.91 ----
206716.1913.25-2.95 ----
206816.2313.25-2.98 ----
206916.2713.25-3.01 ----
207016.3113.26-3.05 ----
207116.3513.26-3.09 ----
207216.3913.26-3.13 ----
207316.4413.27-3.17 ----
207416.4813.27-3.21 ----
207516.5313.27-3.25 ----
207616.5713.28-3.30 ----
207716.6213.28-3.34 ----
207816.6713.28-3.39 ----
207916.7213.29-3.43 ----
208016.7713.29-3.48 ----
208116.8213.29-3.53 ----
208216.8713.30-3.57 ----
208316.9213.30-3.62 ----
208416.9713.30-3.67 ----


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 15.53% 13.99% -1.54%
0.46%

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Last reviewed or modified August 26, 2009