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Detailed Single Year Tables

Description of Proposed Provision:
Beginning with those newly eligible in 2017, multiply the 90 and 32 PIA factors each year by 0.9925 and 0.982, respectively. Stop reductions in 2054. Beginning with those newly eligible in 2012, multiply the 15 factor by 0.982. Stop reduction of the 15 factor in 2049. DI will have present law scheduled benefit and proportional reduction at conversion to retired worker benefits at normal retirement age, based on years of disability.

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
 
200912.3512.830.48 354
201012.5012.870.37 360
201112.3712.870.50 366
201212.2312.870.64 369
201312.3712.900.53 368
201412.6112.920.31 365
201512.8512.940.09 360
201613.1512.96-0.19 355
201713.4512.98-0.47 348
201813.7713.00-0.77 340
201914.0913.02-1.07 330
202014.3913.04-1.36 319
202114.6713.06-1.62 308
202214.9213.07-1.85 296
202315.1413.09-2.06 283
202415.3413.10-2.24 270
202515.5213.11-2.40 256
202615.6713.13-2.54 242
202715.8013.14-2.66 228
202815.9013.15-2.75 213
202915.9713.15-2.81 198
203016.0113.16-2.85 183
203116.0313.17-2.86 167
203216.0213.17-2.85 152
203315.9813.17-2.81 137
203415.9213.17-2.75 122
203515.8413.17-2.66 107
203615.7413.17-2.56 92
203715.6213.17-2.45 78
203815.4813.16-2.32 64
203915.3213.16-2.17 51
204015.1613.15-2.01 38
204114.9913.14-1.85 25
204214.8213.14-1.68 14
204314.6513.13-1.52 3
204414.4813.12-1.36 ----
204514.3213.12-1.20 ----
204614.1613.11-1.05 ----
204714.0013.10-0.90 ----
204813.8513.10-0.75 ----
204913.6913.09-0.60 ----
205013.5413.08-0.46 ----
205113.4013.08-0.33 ----
205213.2713.07-0.20 ----
205313.1413.06-0.08 ----
205413.0213.060.03 ----
205512.9113.050.14 ----
205612.8013.050.25 ----
205712.7013.040.34 ----
205812.6013.040.44 ----
205912.5113.030.53 ----
206012.4213.030.61 ----
206112.3413.030.69 ----
206212.2713.020.76 ----
206312.2013.020.82 ----
206412.1513.020.87 ----
206512.1013.020.92 ----
206612.0513.010.96 ----
206712.0213.010.99 ----
206811.9913.011.02 ----
206911.9713.011.05 ----
207011.9513.011.06 2
207111.9313.011.08 11
207211.9313.011.08 20
207311.9213.011.09 29
207411.9213.011.09 38
207511.9213.011.09 48
207611.9313.011.08 57
207711.9413.011.07 67
207811.9513.011.06 77
207911.9713.021.05 86
208011.9913.021.03 96
208112.0113.021.01 105
208212.0313.020.99 115
208312.0613.020.96 124
208412.0813.020.94 134


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 13.87% 13.90% 0.03%
2.03%

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Last reviewed or modified August 26, 2009