Detailed Single Year Tables
Description of Proposed Provision:
B7.13: Eliminate the DI 5-month waiting period for disabled workers and disabled surviving spouses, and eliminate the 24-month Medicare (HI) waiting period for individuals who have become entitled to Social Security disability benefits. Effective with 2026 applications.
Financial Estimates for the OASDI Trust Fund Program
| Proposal | Change from Current Law | ||||||||
|---|---|---|---|---|---|---|---|---|---|
|
Expressed as a percentage of current-law taxable payroll |
Trust fund ratio as of January 1 |
Expressed as a percentage of current-law taxable payroll |
|||||||
|
Calendar year |
Cost rate |
Income rate |
Annual balance |
Cost rate |
Income rate |
Annual balance |
|||
| 2025 | 15.15 | 12.80 | -2.35 | 169 | 0.00 | 0.00 | 0.00 | ||
| 2026 | 15.32 | 13.03 | -2.28 | 149 | 0.03 | 0.00 | -0.03 | ||
| 2027 | 15.55 | 13.08 | -2.46 | 130 | 0.07 | 0.00 | -0.07 | ||
| 2028 | 15.66 | 13.11 | -2.55 | 112 | 0.07 | 0.00 | -0.07 | ||
| 2029 | 15.76 | 13.14 | -2.62 | 94 | 0.07 | 0.00 | -0.07 | ||
| 2030 | 15.87 | 13.16 | -2.71 | 76 | 0.07 | 0.00 | -0.07 | ||
| 2031 | 15.98 | 13.19 | -2.80 | 58 | 0.07 | 0.00 | -0.07 | ||
| 2032 | 16.08 | 13.20 | -2.87 | 41 | 0.07 | 0.00 | -0.07 | ||
| 2033 | 16.15 | 13.24 | -2.90 | 23 | 0.08 | 0.00 | -0.08 | ||
| 2034 | 16.22 | 13.27 | -2.96 | 5 | 0.08 | 0.00 | -0.08 | ||
| 2035 | 16.31 | 13.28 | -3.03 | — | 0.08 | 0.00 | -0.08 | ||
| 2036 | 16.40 | 13.29 | -3.12 | — | 0.08 | 0.00 | -0.08 | ||
| 2037 | 16.50 | 13.30 | -3.20 | — | 0.08 | 0.00 | -0.08 | ||
| 2038 | 16.57 | 13.30 | -3.27 | — | 0.08 | 0.00 | -0.08 | ||
| 2039 | 16.64 | 13.31 | -3.33 | — | 0.09 | 0.00 | -0.08 | ||
| 2040 | 16.69 | 13.32 | -3.37 | — | 0.09 | 0.00 | -0.09 | ||
| 2041 | 16.73 | 13.32 | -3.41 | — | 0.09 | 0.00 | -0.09 | ||
| 2042 | 16.77 | 13.32 | -3.44 | — | 0.09 | 0.00 | -0.09 | ||
| 2043 | 16.80 | 13.33 | -3.47 | — | 0.09 | 0.00 | -0.09 | ||
| 2044 | 16.84 | 13.33 | -3.50 | — | 0.09 | 0.00 | -0.09 | ||
| 2045 | 16.87 | 13.34 | -3.53 | — | 0.10 | 0.00 | -0.10 | ||
| 2046 | 16.90 | 13.34 | -3.56 | — | 0.10 | 0.00 | -0.10 | ||
| 2047 | 16.94 | 13.34 | -3.59 | — | 0.10 | 0.00 | -0.10 | ||
| 2048 | 16.98 | 13.35 | -3.63 | — | 0.10 | 0.00 | -0.10 | ||
| 2049 | 17.02 | 13.35 | -3.67 | — | 0.10 | 0.00 | -0.10 | ||
| 2050 | 17.07 | 13.36 | -3.71 | — | 0.10 | 0.00 | -0.10 | ||
| 2051 | 17.12 | 13.36 | -3.76 | — | 0.10 | 0.00 | -0.10 | ||
| 2052 | 17.18 | 13.37 | -3.81 | — | 0.10 | 0.00 | -0.10 | ||
| 2053 | 17.25 | 13.37 | -3.87 | — | 0.10 | 0.00 | -0.10 | ||
| 2054 | 17.32 | 13.38 | -3.94 | — | 0.10 | 0.00 | -0.10 | ||
| 2055 | 17.40 | 13.39 | -4.02 | — | 0.10 | 0.00 | -0.10 | ||
| 2056 | 17.49 | 13.39 | -4.09 | — | 0.10 | 0.00 | -0.10 | ||
| 2057 | 17.58 | 13.40 | -4.18 | — | 0.10 | 0.00 | -0.10 | ||
| 2058 | 17.67 | 13.41 | -4.26 | — | 0.10 | 0.00 | -0.10 | ||
| 2059 | 17.76 | 13.42 | -4.34 | — | 0.10 | 0.00 | -0.10 | ||
| 2060 | 17.84 | 13.42 | -4.42 | — | 0.10 | 0.00 | -0.10 | ||
| 2061 | 17.92 | 13.43 | -4.49 | — | 0.10 | 0.00 | -0.10 | ||
| 2062 | 17.99 | 13.44 | -4.56 | — | 0.10 | 0.00 | -0.10 | ||
| 2063 | 18.06 | 13.44 | -4.62 | — | 0.10 | 0.00 | -0.10 | ||
| 2064 | 18.13 | 13.45 | -4.68 | — | 0.10 | 0.00 | -0.10 | ||
| 2065 | 18.20 | 13.45 | -4.74 | — | 0.10 | 0.00 | -0.10 | ||
| 2066 | 18.27 | 13.46 | -4.81 | — | 0.10 | 0.00 | -0.10 | ||
| 2067 | 18.34 | 13.47 | -4.87 | — | 0.10 | 0.00 | -0.10 | ||
| 2068 | 18.41 | 13.47 | -4.93 | — | 0.10 | 0.00 | -0.10 | ||
| 2069 | 18.48 | 13.48 | -5.00 | — | 0.10 | 0.00 | -0.10 | ||
| 2070 | 18.56 | 13.48 | -5.07 | — | 0.10 | 0.00 | -0.10 | ||
| 2071 | 18.63 | 13.49 | -5.14 | — | 0.10 | 0.00 | -0.10 | ||
| 2072 | 18.70 | 13.50 | -5.20 | — | 0.10 | 0.00 | -0.10 | ||
| 2073 | 18.77 | 13.50 | -5.27 | — | 0.10 | 0.00 | -0.10 | ||
| 2074 | 18.84 | 13.51 | -5.33 | — | 0.10 | 0.00 | -0.10 | ||
| 2075 | 18.90 | 13.51 | -5.38 | — | 0.10 | 0.00 | -0.10 | ||
| 2076 | 18.95 | 13.52 | -5.43 | — | 0.10 | 0.00 | -0.10 | ||
| 2077 | 18.99 | 13.52 | -5.47 | — | 0.10 | 0.00 | -0.09 | ||
| 2078 | 19.02 | 13.53 | -5.50 | — | 0.10 | 0.00 | -0.09 | ||
| 2079 | 19.04 | 13.53 | -5.51 | — | 0.10 | 0.00 | -0.09 | ||
| 2080 | 19.05 | 13.53 | -5.52 | — | 0.10 | 0.00 | -0.09 | ||
| 2081 | 19.05 | 13.53 | -5.52 | — | 0.09 | 0.00 | -0.09 | ||
| 2082 | 19.05 | 13.53 | -5.51 | — | 0.09 | 0.00 | -0.09 | ||
| 2083 | 19.03 | 13.53 | -5.50 | — | 0.09 | 0.00 | -0.09 | ||
| 2084 | 19.00 | 13.53 | -5.47 | — | 0.09 | 0.00 | -0.09 | ||
| 2085 | 18.96 | 13.53 | -5.44 | — | 0.09 | 0.00 | -0.09 | ||
| 2086 | 18.92 | 13.52 | -5.39 | — | 0.09 | 0.00 | -0.09 | ||
| 2087 | 18.86 | 13.52 | -5.34 | — | 0.09 | 0.00 | -0.09 | ||
| 2088 | 18.80 | 13.52 | -5.28 | — | 0.10 | 0.00 | -0.09 | ||
| 2089 | 18.74 | 13.51 | -5.22 | — | 0.10 | 0.00 | -0.09 | ||
| 2090 | 18.67 | 13.51 | -5.16 | — | 0.10 | 0.00 | -0.10 | ||
| 2091 | 18.62 | 13.51 | -5.11 | — | 0.10 | 0.00 | -0.10 | ||
| 2092 | 18.56 | 13.50 | -5.06 | — | 0.10 | 0.00 | -0.10 | ||
| 2093 | 18.52 | 13.50 | -5.02 | — | 0.10 | 0.00 | -0.10 | ||
| 2094 | 18.48 | 13.50 | -4.99 | — | 0.10 | 0.00 | -0.10 | ||
| 2095 | 18.46 | 13.50 | -4.96 | — | 0.10 | 0.00 | -0.10 | ||
| 2096 | 18.44 | 13.50 | -4.94 | — | 0.10 | 0.00 | -0.10 | ||
| 2097 | 18.43 | 13.50 | -4.93 | — | 0.10 | 0.00 | -0.10 | ||
| 2098 | 18.43 | 13.50 | -4.93 | — | 0.10 | 0.00 | -0.10 | ||
| 2099 | 18.44 | 13.50 | -4.94 | — | 0.10 | 0.00 | -0.10 | ||
| 2100 | 18.45 | 13.50 | -4.96 | — | 0.10 | 0.00 | -0.10 | ||
Summarized Estimates
| Proposal | Change from Current Law | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Years | Cost rate |
Income rate |
Actuarial balance |
Year of reserve depletion1 |
Cost rate |
Income rate |
Actuarial balance |
||
| 2025-2099 | 17.70% | 13.79% | -3.92% | 2034 | 0.09% | 0.00% | -0.09% | ||
1 Under current law, the year of Trust Fund reserve depletion is 2034. |
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Based on Intermediate Assumptions of the 2025 Trustees Report.