Detailed Single Year Tables

Cost-of-Living Adjustment	Description of Proposed Provision: A8: Starting December 2017, for OASI beneficiaries only (DI beneficiaries would only be affected when their benefit converts to OASI at NRA), the annual COLA would be based on the chain-weighted version of the CPI-U.

			Financial Estimates for the OASDI Trust Fund Program

	Proposal				Change from Present Law
	Expressed as a percentage of present-law taxable payroll			Trust fund ratio as of January 1	Expressed as a percentage of present-law taxable payroll
Calendar year	Cost rate	Income rate	Annual balance	Trust fund ratio as of January 1	Cost rate	Income rate	Annual balance
2016	14.05	12.94	-1.10	303	0.00	0.00	0.00
2017	13.72	12.92	-0.80	293	0.00	0.00	0.00
2018	13.82	12.95	-0.87	278	-0.03	0.00	0.03
2019	13.92	12.96	-0.96	263	-0.07	0.00	0.06
2020	14.03	12.98	-1.06	249	-0.10	0.00	0.10
2021	14.14	13.00	-1.14	235	-0.13	-0.01	0.13
2022	14.32	13.03	-1.30	220	-0.17	-0.01	0.16
2023	14.56	13.05	-1.51	205	-0.20	-0.01	0.19
2024	14.79	13.08	-1.71	190	-0.23	-0.01	0.22
2025	15.02	13.10	-1.92	174	-0.27	-0.01	0.25
2026	15.17	13.11	-2.06	159	-0.30	-0.02	0.28
2027	15.32	13.12	-2.20	143	-0.32	-0.02	0.31
2028	15.46	13.14	-2.32	128	-0.35	-0.02	0.33
2029	15.59	13.15	-2.44	113	-0.38	-0.02	0.36
2030	15.70	13.16	-2.54	98	-0.40	-0.02	0.38
2031	15.80	13.17	-2.63	83	-0.42	-0.02	0.40
2032	15.88	13.18	-2.71	67	-0.44	-0.02	0.42
2033	15.94	13.18	-2.76	51	-0.46	-0.03	0.44
2034	15.98	13.19	-2.80	34	-0.48	-0.03	0.45
2035	16.00	13.19	-2.81	17	-0.50	-0.03	0.47
2036	16.04	13.19	-2.85	0	-0.51	-0.03	0.48
2037	16.07	13.20	-2.88	----	-0.53	-0.03	0.50
2038	16.07	13.20	-2.88	----	-0.54	-0.03	0.51
2039	16.06	13.20	-2.86	----	-0.55	-0.03	0.52
2040	16.03	13.20	-2.83	----	-0.56	-0.03	0.53
2041	16.00	13.20	-2.80	----	-0.56	-0.03	0.53
2042	15.96	13.20	-2.76	----	-0.57	-0.03	0.54
2043	15.92	13.20	-2.73	----	-0.57	-0.03	0.54
2044	15.89	13.20	-2.69	----	-0.58	-0.03	0.55
2045	15.87	13.20	-2.67	----	-0.58	-0.03	0.55
2046	15.84	13.20	-2.65	----	-0.58	-0.03	0.55
2047	15.82	13.20	-2.62	----	-0.58	-0.03	0.55
2048	15.80	13.20	-2.61	----	-0.58	-0.03	0.55
2049	15.79	13.20	-2.59	----	-0.58	-0.03	0.55
2050	15.78	13.20	-2.58	----	-0.58	-0.03	0.55
2051	15.78	13.20	-2.58	----	-0.58	-0.03	0.55
2052	15.79	13.20	-2.59	----	-0.58	-0.03	0.55
2053	15.82	13.20	-2.61	----	-0.58	-0.03	0.54
2054	15.85	13.21	-2.64	----	-0.58	-0.03	0.54
2055	15.89	13.21	-2.68	----	-0.58	-0.03	0.54
2056	15.93	13.21	-2.72	----	-0.58	-0.03	0.54
2057	15.98	13.22	-2.76	----	-0.58	-0.03	0.55
2058	16.03	13.22	-2.81	----	-0.58	-0.03	0.55
2059	16.08	13.22	-2.85	----	-0.58	-0.03	0.55
2060	16.12	13.23	-2.90	----	-0.58	-0.03	0.55
2061	16.17	13.23	-2.94	----	-0.59	-0.03	0.55
2062	16.22	13.24	-2.98	----	-0.59	-0.03	0.55
2063	16.27	13.24	-3.03	----	-0.59	-0.03	0.56
2064	16.31	13.24	-3.07	----	-0.59	-0.03	0.56
2065	16.36	13.25	-3.11	----	-0.60	-0.03	0.56
2066	16.41	13.25	-3.16	----	-0.60	-0.03	0.57
2067	16.46	13.25	-3.20	----	-0.60	-0.03	0.57
2068	16.51	13.26	-3.25	----	-0.61	-0.03	0.57
2069	16.55	13.26	-3.30	----	-0.61	-0.04	0.58
2070	16.60	13.26	-3.34	----	-0.61	-0.04	0.58
2071	16.65	13.26	-3.38	----	-0.62	-0.04	0.58
2072	16.68	13.27	-3.42	----	-0.62	-0.04	0.58
2073	16.72	13.27	-3.45	----	-0.62	-0.04	0.59
2074	16.74	13.27	-3.47	----	-0.63	-0.04	0.59
2075	16.76	13.27	-3.49	----	-0.63	-0.04	0.59
2076	16.77	13.27	-3.50	----	-0.63	-0.04	0.60
2077	16.77	13.28	-3.50	----	-0.64	-0.04	0.60
2078	16.77	13.28	-3.50	----	-0.64	-0.04	0.60
2079	16.77	13.27	-3.49	----	-0.64	-0.04	0.60
2080	16.76	13.27	-3.49	----	-0.64	-0.04	0.60
2081	16.76	13.27	-3.48	----	-0.64	-0.04	0.60
2082	16.76	13.27	-3.49	----	-0.64	-0.04	0.61
2083	16.78	13.28	-3.50	----	-0.64	-0.04	0.61
2084	16.80	13.28	-3.52	----	-0.64	-0.04	0.61
2085	16.82	13.28	-3.55	----	-0.65	-0.04	0.61
2086	16.86	13.28	-3.58	----	-0.65	-0.04	0.61
2087	16.90	13.28	-3.61	----	-0.65	-0.04	0.61
2088	16.94	13.29	-3.65	----	-0.65	-0.04	0.61
2089	16.98	13.29	-3.69	----	-0.65	-0.04	0.61
2090	17.02	13.29	-3.73	----	-0.65	-0.04	0.61
2091	17.07	13.29	-3.78	----	-0.65	-0.04	0.62

				Summarized Estimates

	Proposal				Change from Present Law
Years	Cost rate	Income rate	Actuarial balance	Year of reserve depletion¹	Cost rate	Income rate	Actuarial balance

Based on Intermediate Assumptions of the 2016 Trustees Report.
2016-2090	16.01%	13.82%	-2.19%	2036	-0.49%	-0.03%	0.47%

¹ Under present law, the year of Trust Fund reserve depletion is 2034.


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Detailed Single Year Tables

Description of Proposed Provision: A8: Starting December 2017, for OASI beneficiaries only (DI beneficiaries would only be affected when their benefit converts to OASI at NRA), the annual COLA would be based on the chain-weighted version of the CPI-U.

Financial Estimates for the OASDI Trust Fund Program

Summarized Estimates

Description of Proposed Provision:
A8: Starting December 2017, for OASI beneficiaries only (DI beneficiaries would only be affected when their benefit converts to OASI at NRA), the annual COLA would be based on the chain-weighted version of the CPI-U.