Detailed Single Year Tables

Description of Proposed Provision:
Starting with the December 2012 cost-of-living adjustment (COLA), compute the COLA using a chained version of the consumer price index for wage and salary workers (CPI-W). This new computation is estimated to result in an annual COLA that is 0.3 percentage point less, on average. The new COLA would not apply to DI benefits and would apply for all OASI benefits, except for those who are converted from disabled worker to retired worker status.

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	Trust fund ratio as of January 1
2009	12.35	12.83	0.48	354
2010	12.50	12.87	0.37	360
2011	12.37	12.87	0.50	366
2012	12.24	12.87	0.63	369
2013	12.35	12.90	0.55	368
2014	12.57	12.92	0.35	366
2015	12.80	12.94	0.14	362
2016	13.07	12.96	-0.12	358
2017	13.36	12.98	-0.38	352
2018	13.67	12.99	-0.68	344
2019	13.98	13.01	-0.97	335
2020	14.29	13.03	-1.26	325
2021	14.57	13.05	-1.52	313
2022	14.84	13.07	-1.77	302
2023	15.08	13.08	-2.00	289
2024	15.32	13.10	-2.22	276
2025	15.54	13.12	-2.42	262
2026	15.73	13.13	-2.61	247
2027	15.92	13.14	-2.77	231
2028	16.08	13.16	-2.93	215
2029	16.22	13.17	-3.05	198
2030	16.34	13.18	-3.17	181
2031	16.44	13.19	-3.25	163
2032	16.52	13.20	-3.32	145
2033	16.57	13.20	-3.37	127
2034	16.61	13.21	-3.40	108
2035	16.62	13.21	-3.41	89
2036	16.63	13.22	-3.41	70
2037	16.62	13.22	-3.40	51
2038	16.59	13.22	-3.36	31
2039	16.54	13.22	-3.32	12
2040	16.49	13.22	-3.26	----
2041	16.43	13.22	-3.21	----
2042	16.38	13.22	-3.16	----
2043	16.32	13.22	-3.10	----
2044	16.28	13.22	-3.06	----
2045	16.24	13.22	-3.02	----
2046	16.21	13.22	-2.99	----
2047	16.18	13.22	-2.96	----
2048	16.15	13.22	-2.93	----
2049	16.13	13.22	-2.90	----
2050	16.11	13.22	-2.88	----
2051	16.09	13.22	-2.87	----
2052	16.09	13.22	-2.87	----
2053	16.09	13.23	-2.87	----
2054	16.10	13.23	-2.88	----
2055	16.12	13.23	-2.89	----
2056	16.14	13.23	-2.91	----
2057	16.16	13.24	-2.93	----
2058	16.19	13.24	-2.95	----
2059	16.21	13.24	-2.97	----
2060	16.23	13.24	-2.99	----
2061	16.25	13.25	-3.01	----
2062	16.28	13.25	-3.03	----
2063	16.30	13.25	-3.05	----
2064	16.33	13.25	-3.07	----
2065	16.36	13.26	-3.10	----
2066	16.39	13.26	-3.13	----
2067	16.42	13.26	-3.16	----
2068	16.46	13.26	-3.20	----
2069	16.50	13.27	-3.23	----
2070	16.54	13.27	-3.27	----
2071	16.58	13.27	-3.31	----
2072	16.62	13.28	-3.35	----
2073	16.67	13.28	-3.39	----
2074	16.71	13.28	-3.43	----
2075	16.75	13.29	-3.47	----
2076	16.80	13.29	-3.51	----
2077	16.85	13.29	-3.55	----
2078	16.90	13.30	-3.60	----
2079	16.95	13.30	-3.65	----
2080	17.00	13.30	-3.69	----
2081	17.05	13.31	-3.74	----
2082	17.10	13.31	-3.79	----
2083	17.15	13.31	-3.84	----
2084	17.20	13.32	-3.88	----

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	15.64%	14.00%	-1.64%	0.36%


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