Detailed Single Year Tables
Description of Proposed Provision:
A8: Starting December 2026, for OASI beneficiaries only (DI beneficiaries would only be affected when their benefit converts to OASI at NRA), the annual COLA would be based on the chain-weighted version of the CPI-U.
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 |
|||
2025 | 15.15 | 12.80 | -2.35 | 169 | 0.00 | 0.00 | 0.00 | ||
2026 | 15.29 | 13.03 | -2.25 | 149 | 0.00 | 0.00 | 0.00 | ||
2027 | 15.44 | 13.08 | -2.36 | 131 | -0.04 | -0.00 | 0.04 | ||
2028 | 15.51 | 13.11 | -2.40 | 114 | -0.08 | -0.00 | 0.08 | ||
2029 | 15.57 | 13.13 | -2.44 | 97 | -0.12 | -0.01 | 0.11 | ||
2030 | 15.64 | 13.15 | -2.49 | 80 | -0.16 | -0.01 | 0.15 | ||
2031 | 15.71 | 13.17 | -2.54 | 64 | -0.20 | -0.01 | 0.19 | ||
2032 | 15.76 | 13.19 | -2.57 | 47 | -0.24 | -0.01 | 0.23 | ||
2033 | 15.80 | 13.23 | -2.57 | 31 | -0.28 | -0.02 | 0.26 | ||
2034 | 15.83 | 13.25 | -2.59 | 15 | -0.31 | -0.02 | 0.29 | ||
2035 | 15.89 | 13.26 | -2.63 | — | -0.34 | -0.02 | 0.32 | ||
2036 | 15.95 | 13.26 | -2.68 | — | -0.38 | -0.02 | 0.35 | ||
2037 | 16.01 | 13.27 | -2.74 | — | -0.41 | -0.02 | 0.38 | ||
2038 | 16.05 | 13.28 | -2.78 | — | -0.44 | -0.03 | 0.41 | ||
2039 | 16.09 | 13.28 | -2.81 | — | -0.46 | -0.03 | 0.43 | ||
2040 | 16.12 | 13.29 | -2.83 | — | -0.49 | -0.03 | 0.46 | ||
2041 | 16.14 | 13.29 | -2.85 | — | -0.51 | -0.03 | 0.48 | ||
2042 | 16.15 | 13.29 | -2.86 | — | -0.53 | -0.03 | 0.50 | ||
2043 | 16.16 | 13.29 | -2.87 | — | -0.55 | -0.03 | 0.51 | ||
2044 | 16.18 | 13.30 | -2.88 | — | -0.56 | -0.03 | 0.53 | ||
2045 | 16.19 | 13.30 | -2.90 | — | -0.58 | -0.04 | 0.54 | ||
2046 | 16.21 | 13.30 | -2.91 | — | -0.59 | -0.04 | 0.56 | ||
2047 | 16.23 | 13.31 | -2.93 | — | -0.60 | -0.04 | 0.57 | ||
2048 | 16.26 | 13.31 | -2.95 | — | -0.61 | -0.04 | 0.58 | ||
2049 | 16.30 | 13.31 | -2.99 | — | -0.62 | -0.04 | 0.58 | ||
2050 | 16.34 | 13.32 | -3.02 | — | -0.63 | -0.04 | 0.59 | ||
2051 | 16.38 | 13.32 | -3.06 | — | -0.64 | -0.04 | 0.60 | ||
2052 | 16.44 | 13.33 | -3.11 | — | -0.64 | -0.04 | 0.60 | ||
2053 | 16.50 | 13.33 | -3.16 | — | -0.65 | -0.04 | 0.61 | ||
2054 | 16.56 | 13.34 | -3.23 | — | -0.65 | -0.04 | 0.61 | ||
2055 | 16.64 | 13.34 | -3.30 | — | -0.66 | -0.04 | 0.62 | ||
2056 | 16.72 | 13.35 | -3.37 | — | -0.66 | -0.04 | 0.62 | ||
2057 | 16.81 | 13.36 | -3.45 | — | -0.67 | -0.04 | 0.63 | ||
2058 | 16.90 | 13.37 | -3.53 | — | -0.67 | -0.04 | 0.63 | ||
2059 | 16.98 | 13.37 | -3.61 | — | -0.68 | -0.04 | 0.63 | ||
2060 | 17.06 | 13.38 | -3.68 | — | -0.68 | -0.04 | 0.64 | ||
2061 | 17.13 | 13.39 | -3.75 | — | -0.69 | -0.04 | 0.64 | ||
2062 | 17.20 | 13.39 | -3.81 | — | -0.69 | -0.04 | 0.65 | ||
2063 | 17.27 | 13.40 | -3.87 | — | -0.69 | -0.04 | 0.65 | ||
2064 | 17.33 | 13.40 | -3.93 | — | -0.70 | -0.04 | 0.65 | ||
2065 | 17.40 | 13.41 | -3.99 | — | -0.70 | -0.04 | 0.66 | ||
2066 | 17.46 | 13.41 | -4.05 | — | -0.71 | -0.05 | 0.66 | ||
2067 | 17.52 | 13.42 | -4.10 | — | -0.71 | -0.05 | 0.67 | ||
2068 | 17.59 | 13.43 | -4.16 | — | -0.72 | -0.05 | 0.67 | ||
2069 | 17.66 | 13.43 | -4.23 | — | -0.72 | -0.05 | 0.68 | ||
2070 | 17.73 | 13.44 | -4.29 | — | -0.73 | -0.05 | 0.68 | ||
2071 | 17.79 | 13.44 | -4.35 | — | -0.73 | -0.05 | 0.69 | ||
2072 | 17.86 | 13.45 | -4.41 | — | -0.74 | -0.05 | 0.69 | ||
2073 | 17.93 | 13.45 | -4.47 | — | -0.74 | -0.05 | 0.70 | ||
2074 | 17.99 | 13.46 | -4.53 | — | -0.75 | -0.05 | 0.70 | ||
2075 | 18.05 | 13.46 | -4.58 | — | -0.75 | -0.05 | 0.71 | ||
2076 | 18.09 | 13.47 | -4.62 | — | -0.76 | -0.05 | 0.71 | ||
2077 | 18.13 | 13.47 | -4.66 | — | -0.76 | -0.05 | 0.71 | ||
2078 | 18.16 | 13.47 | -4.68 | — | -0.77 | -0.05 | 0.72 | ||
2079 | 18.18 | 13.48 | -4.70 | — | -0.77 | -0.05 | 0.72 | ||
2080 | 18.18 | 13.48 | -4.71 | — | -0.77 | -0.05 | 0.72 | ||
2081 | 18.18 | 13.48 | -4.70 | — | -0.78 | -0.05 | 0.73 | ||
2082 | 18.17 | 13.48 | -4.69 | — | -0.78 | -0.05 | 0.73 | ||
2083 | 18.15 | 13.48 | -4.68 | — | -0.78 | -0.05 | 0.73 | ||
2084 | 18.13 | 13.48 | -4.65 | — | -0.78 | -0.05 | 0.73 | ||
2085 | 18.09 | 13.48 | -4.61 | — | -0.78 | -0.05 | 0.73 | ||
2086 | 18.04 | 13.47 | -4.57 | — | -0.78 | -0.05 | 0.73 | ||
2087 | 17.98 | 13.47 | -4.51 | — | -0.78 | -0.05 | 0.73 | ||
2088 | 17.92 | 13.47 | -4.46 | — | -0.78 | -0.05 | 0.73 | ||
2089 | 17.86 | 13.46 | -4.40 | — | -0.78 | -0.05 | 0.73 | ||
2090 | 17.80 | 13.46 | -4.34 | — | -0.78 | -0.05 | 0.73 | ||
2091 | 17.74 | 13.45 | -4.29 | — | -0.78 | -0.05 | 0.73 | ||
2092 | 17.69 | 13.45 | -4.24 | — | -0.78 | -0.05 | 0.73 | ||
2093 | 17.65 | 13.45 | -4.20 | — | -0.77 | -0.05 | 0.72 | ||
2094 | 17.61 | 13.45 | -4.16 | — | -0.77 | -0.05 | 0.72 | ||
2095 | 17.59 | 13.44 | -4.14 | — | -0.77 | -0.05 | 0.72 | ||
2096 | 17.57 | 13.44 | -4.13 | — | -0.77 | -0.05 | 0.72 | ||
2097 | 17.56 | 13.44 | -4.12 | — | -0.77 | -0.05 | 0.72 | ||
2098 | 17.56 | 13.44 | -4.12 | — | -0.77 | -0.05 | 0.72 | ||
2099 | 17.57 | 13.44 | -4.12 | — | -0.77 | -0.05 | 0.72 | ||
2100 | 17.59 | 13.45 | -4.14 | — | -0.77 | -0.05 | 0.72 |
Summarized Estimates
Proposal | Change from Current Law | ||||||||
---|---|---|---|---|---|---|---|---|---|
Years | Cost rate |
Income rate |
Actuarial balance |
Year of reserve depletion1 |
Cost rate |
Income rate |
Actuarial balance |
||
2025-2099 | 17.02% | 13.75% | -3.27% | 2034 | -0.59% | -0.04% | 0.55% | ||
1 Under current law, the year of Trust Fund reserve depletion is 2034. |
Based on Intermediate Assumptions of the 2025 Trustees Report.