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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 2009-2017

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
 
200811.2012.771.57 359
200911.2612.811.54 369
201011.3612.821.46 379
201111.5212.841.32 387
201211.7412.871.13 392
201311.9912.900.91 396
201412.2612.910.65 397
201512.5412.940.40 397
201612.8212.960.14 395
201713.1012.98-0.12 391
201813.3613.00-0.37 387
201913.6313.02-0.61 381
202013.8913.03-0.86 374
202114.1313.05-1.08 366
202214.3713.06-1.30 357
202314.5913.08-1.51 348
202414.8113.09-1.72 338
202515.0213.11-1.91 326
202615.2113.12-2.09 314
202715.3913.13-2.26 302
202815.5713.15-2.42 288
202915.7213.16-2.57 274
203015.8613.17-2.69 259
203115.9713.17-2.80 244
203216.0713.18-2.88 229
203316.1313.19-2.95 213
203416.1813.19-2.98 198
203516.2013.19-3.01 182
203616.2113.20-3.02 166
203716.2113.20-3.01 149
203816.2013.20-3.00 133
203916.1613.20-2.97 117
204016.1213.20-2.92 100
204116.0813.20-2.88 84
204216.0313.20-2.84 67
204315.9913.19-2.79 51
204415.9413.19-2.75 34
204515.9013.19-2.71 18
204615.8713.19-2.68 1
204715.8413.19-2.65 ----
204815.8213.19-2.63 ----
204915.8013.19-2.61 ----
205015.7813.19-2.60 ----
205115.7813.19-2.59 ----
205215.7813.19-2.59 ----
205315.7913.19-2.60 ----
205415.8013.19-2.61 ----
205515.8213.19-2.62 ----
205615.8413.20-2.64 ----
205715.8613.20-2.66 ----
205815.8813.20-2.68 ----
205915.9113.20-2.70 ----
206015.9313.20-2.73 ----
206115.9513.21-2.75 ----
206215.9813.21-2.77 ----
206316.0013.21-2.79 ----
206416.0313.21-2.82 ----
206516.0513.21-2.84 ----
206616.0813.21-2.87 ----
206716.1213.22-2.90 ----
206816.1413.22-2.93 ----
206916.1813.22-2.96 ----
207016.2113.22-2.99 ----
207116.2513.22-3.03 ----
207216.2913.23-3.06 ----
207316.3213.23-3.09 ----
207416.3613.23-3.13 ----
207516.4013.23-3.17 ----
207616.4413.24-3.21 ----
207716.4813.24-3.25 ----
207816.5313.24-3.29 ----
207916.5713.24-3.33 ----
208016.6213.25-3.37 ----
208116.6613.25-3.41 ----
208216.7013.25-3.45 ----
208316.7513.25-3.50 ----
208416.7913.26-3.54 ----
208516.8413.26-3.58 ----


Summarized Rates
Years Cost
rate
Income
rate
Actuarial
balance

Change in
actuarial
balance
 
Estimates based on the Intermediate Assumptions of the 2008 Trustees Report
2008-2082 15.11% 13.91% -1.20%
0.49%

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Last reviewed or modified August 11, 2008