2001 OASDI Trustees Report
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F. 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, 2000, about 811,000 persons were receiving monthly benefits from the OASI Trust Fund because of their disabilities or the disabilities of children. This total includes 35,000 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 $5,194 million in calendar year 2000. Table VI.F1 shows these and similar figures for selected calendar years during 1960-2000, and estimated experience for 2001-10 based on the intermediate set of assumptions.

Table VI.F1.- 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
Children2
Widows-
widowers3
Total
Children 2
Widows-
widowers4
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

5,194
4,514
680
Estimates:
2001
825
717
108

5,489
4,760
729
2002
836
725
112

5,775
4,994
781
2003
847
732
115

6,067
5,235
832
2004
858
739
119

6,389
5,495
894
2005
869
745
123

6,735
5,769
966







2006
877
751
126

7,094
6,060
1,034
2007
884
757
127

7,471
6,373
1,098
2008
890
762
128

7,862
6,704
1,158
2009
894
767
127

8,265
7,054
1,211
2010
898
771
126

8,658
7,400
1,258

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

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

3 In 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.

4 In 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 $5,489 million in calendar year 2001 to $8,658 million in calendar year 2010, based on the intermediate assumptions.

In calendar year 2000, 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 $60,195 million. Of this amount, $5,194 million or 8.6 percent represented payments from the OASI Trust Fund. These and similar figures for selected calendar years during 1960-2000 and estimates for calendar years 2001-10 are presented in table VI.F2.

Table VI.F2.- Benefit Disbursements Under the OASDI Program
With Respect to Disabled Beneficiaries
[Amounts in millions]
Calendar year
Total1
DI Trust Fund2
OASI Trust Fund
Amount3
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
60,195
55,001
5,194
8.6
Estimates:
2001
64,514
59,025
5,489
8.5
2002
69,127
63,352
5,775
8.4
2003
74,721
68,654
6,067
8.1
2004
81,092
74,703
6,389
7.9
2005
88,121
81,387
6,735
7.6




2006
95,778
88,684
7,094
7.4
2007
103,993
96,522
7,471
7.2
2008
112,682
104,819
7,862
7.0
2009
121,493
113,228
8,265
6.8
2010
130,585
121,927
8,658
6.6

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

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

3 Benefit 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.F1).

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


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