Proposed Provision: B6.8. Starting in 2027, 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 ($1,226 for 2025 initial eligibility) and at least 11 "years of coverage" as used for the former Windfall Elimination Provision purposes (earnings above $32,700 for 2025); (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
2025169169
2026149149
2027131129
2028113110
20299592
20307873
20316055
20324337
20332618
203490
2035-9-19
2036-27-37
2037-45-57
2038-63-77
2039-83-97
2040-102-118
2041-122-139
2042-143-161
2043-164-183
2044-185-206
2045-206-229
2046-228-252
2047-250-275
2048-272-299
2049-295-323
2050-317-347
2051-340-371
2052-363-396
2053-386-420
2054-409-445
2055-433-470
2056-457-495
2057-481-521
2058-505-547
2059-530-573
2060-556-600
2061-582-628
2062-609-656
2063-636-685
2064-664-714
2065-692-744
2066-721-774
2067-750-804
2068-780-835
2069-810-867
2070-840-898
2071-871-931
2072-903-964
2073-935-997
2074-967-1031
2075-1000-1066
2076-1035-1101
2077-1070-1138
2078-1106-1176
2079-1142-1214
2080-1180-1254
2081-1219-1294
2082-1258-1335
2083-1298-1377
2084-1338-1420
2085-1380-1463
2086-1423-1508
2087-1466-1553
2088-1510-1599
2089-1554-1646
2090-1599-1692
2091-1643-1739
2092-1687-1785
2093-1731-1831
2094-1774-1876
2095-1816-1921
2096-1858-1965
2097-1900-2009
2098-1941-2053
2099-1982-2096
2100-2022-2138
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