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Detailed Single Year Tables

Description of Proposed Provision:
Beginning December 2010, add 1 percentage point to the annual cost-of-living adjustment for OASDI monthly benefits for beneficiaries who have lived past a "specified age", which reflects their age 65 life expectancy. The "specified age" is based on the beneficiary's year of birth and is determined as the sum of: (1) 65 and (2) the unisex cohort life expectancy at age 65 for the Social Security area population with the same year of birth as the beneficiary.

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
201112.3912.870.48 366
201212.2612.870.61 368
201312.4112.900.49 366
201412.6712.920.25 362
201512.9312.940.02 357
201613.2312.96-0.27 351
201713.5512.99-0.56 343
201813.8913.00-0.89 334
201914.2313.02-1.21 323
202014.5713.04-1.52 311
202114.8813.06-1.81 298
202215.1613.08-2.08 284
202315.4413.10-2.33 269
202415.6913.12-2.57 254
202515.9313.13-2.79 238
202616.1513.15-3.00 221
202716.3513.16-3.19 203
202816.5413.18-3.36 185
202916.6913.19-3.50 165
203016.8313.20-3.63 146
203116.9513.21-3.73 126
203217.0413.22-3.82 105
203317.1113.23-3.88 84
203417.1613.24-3.92 62
203517.1913.24-3.95 41
203617.2113.25-3.96 18
203717.2013.25-3.95 ----
203817.1813.25-3.93 ----
203917.1413.25-3.89 ----
204017.0913.25-3.84 ----
204117.0413.25-3.79 ----
204216.9913.25-3.73 ----
204316.9413.25-3.69 ----
204416.9013.25-3.64 ----
204516.8613.25-3.61 ----
204616.8313.25-3.57 ----
204716.8013.25-3.55 ----
204816.7813.26-3.52 ----
204916.7513.26-3.49 ----
205016.7313.26-3.47 ----
205116.7213.26-3.46 ----
205216.7113.26-3.45 ----
205316.7213.26-3.46 ----
205416.7213.26-3.46 ----
205516.7413.26-3.47 ----
205616.7513.27-3.49 ----
205716.7713.27-3.51 ----
205816.8013.27-3.52 ----
205916.8213.27-3.54 ----
206016.8413.28-3.56 ----
206116.8613.28-3.58 ----
206216.8813.28-3.60 ----
206316.9113.28-3.62 ----
206416.9313.29-3.64 ----
206516.9613.29-3.67 ----
206617.0013.29-3.70 ----
206717.0313.30-3.74 ----
206817.0713.30-3.77 ----
206917.1113.30-3.81 ----
207017.1613.30-3.85 ----
207117.2013.31-3.89 ----
207217.2513.31-3.93 ----
207317.2913.31-3.97 ----
207417.3313.32-4.02 ----
207517.3813.32-4.06 ----
207617.4313.32-4.10 ----
207717.4713.33-4.15 ----
207817.5213.33-4.19 ----
207917.5813.33-4.24 ----
208017.6313.34-4.29 ----
208117.6813.34-4.34 ----
208217.7413.35-4.39 ----
208317.7913.35-4.44 ----
208417.8413.35-4.49 ----


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 16.10% 14.02% -2.08%
-0.08%

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Last reviewed or modified June 11, 2010