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Detailed Single Year Tables

Description of Proposed Provision:
The current spouse benefit is based on 50 percent of the PIA of the other spouse. Reduce this percent each year by 1 percentage point beginning with newly eligible spouses in 2010, until the percent reaches 33. Thus, the spouse benefit would be based on 33 percent of PIA for newly eligible spouses in 2026 and later.

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
201212.2412.870.63 369
201312.3812.900.53 367
201412.6212.920.30 364
201512.8712.940.07 360
201613.1712.96-0.21 354
201713.4812.98-0.49 347
201813.8113.00-0.81 338
201914.1413.02-1.12 328
202014.4613.04-1.42 316
202114.7613.06-1.71 304
202215.0413.08-1.97 291
202315.3113.10-2.21 277
202415.5513.11-2.44 262
202515.7813.13-2.65 247
202615.9913.14-2.85 231
202716.1813.16-3.03 214
202816.3613.17-3.19 196
202916.5013.18-3.32 178
203016.6313.19-3.44 159
203116.7313.20-3.53 140
203216.8213.21-3.61 121
203316.8813.22-3.66 101
203416.9213.22-3.69 81
203516.9413.23-3.71 60
203616.9413.23-3.71 39
203716.9413.24-3.70 18
203816.9113.24-3.67 ----
203916.8613.24-3.63 ----
204016.8113.24-3.57 ----
204116.7613.24-3.52 ----
204216.7013.24-3.47 ----
204316.6513.24-3.41 ----
204416.6113.24-3.37 ----
204516.5713.24-3.33 ----
204616.5313.24-3.30 ----
204716.5113.24-3.27 ----
204816.4813.24-3.24 ----
204916.4513.24-3.21 ----
205016.4313.24-3.19 ----
205116.4213.24-3.18 ----
205216.4113.24-3.17 ----
205316.4213.24-3.17 ----
205416.4313.25-3.18 ----
205516.4413.25-3.20 ----
205616.4613.25-3.21 ----
205716.4913.25-3.23 ----
205816.5113.26-3.25 ----
205916.5313.26-3.27 ----
206016.5613.26-3.29 ----
206116.5813.26-3.31 ----
206216.6013.27-3.34 ----
206316.6313.27-3.36 ----
206416.6613.27-3.38 ----
206516.6913.27-3.41 ----
206616.7213.28-3.44 ----
206716.7613.28-3.48 ----
206816.8013.28-3.51 ----
206916.8413.29-3.55 ----
207016.8813.29-3.59 ----
207116.9213.29-3.63 ----
207216.9613.30-3.67 ----
207317.0113.30-3.71 ----
207417.0513.30-3.75 ----
207517.1013.31-3.80 ----
207617.1513.31-3.84 ----
207717.2013.31-3.88 ----
207817.2513.32-3.93 ----
207917.3013.32-3.98 ----
208017.3513.32-4.03 ----
208117.4013.33-4.08 ----
208217.4513.33-4.13 ----
208317.5113.33-4.17 ----
208417.5613.34-4.22 ----


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 15.90% 14.01% -1.89%
0.12%

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Last reviewed or modified November 4, 2009